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Nonprofit · EIN 22-2429821

KAREN AND HERBERT LOTMAN FOUNDATION

Tax-exempt · BRYN MAWR, PA 19010

Financials

$160K$385K2022$150K$292K2023$192K$337K2024
Revenue Expenses · by fiscal year end
Financials of KAREN AND HERBERT LOTMAN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$191,551$336,513-$144,962$1,304,906$0$1,304,906
November 30, 2024990-PF$150,330$291,502-$141,172$1,490,487$0$1,490,487
November 30, 2023990-PF$160,390$384,640-$224,250$1,532,985$0$1,532,985
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$40,578
Interest
$1
Net gain from sales of assets
$150,616
Other income
$356

Expenses

Grants and similar amounts paid
$334,316
Disbursements for charitable purposes
$334,316
Excise tax on investment income
$564

Balance sheet and other

Total assets, start of year
$1,490,487
Total assets, end of year
$1,304,906
Total liabilities, end of year
$0
Net assets, end of year
$1,304,906
Fair market value of assets
$1,304,906
Qualifying distributions
$334,316
Net investment income
$40,579

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
KAREN LOTMAN
1149 W LANCASTER AVENUE, SUITE U-3, BRYN MAWR, PA 19010
PRESIDENT5$0
GEORGE GINADER
1149 W LANCASTER AVENUE, SUITE U-3, BRYN MAWR, PA 19010
ASS'T SECRET5$0
JEFFREY LOTMAN
1149 W LANCASTER AVENUE, SUITE U-3, BRYN MAWR, PA 19010
TREASURER5$0
SHELLY LOTMAN FISHER
1149 W LANCASTER AVENUE, SUITE U-3, BRYN MAWR, PA 19010
SECRETARY5$0
990-PF for the year ended November 30, 2024: 4 people
NameTitleHours / weekCompensation
KAREN LOTMAN
1149 W LANCASTER AVENUE, SUITE U-3, BRYN MAWR, PA 19010
PRESIDENT0$0
GEORGE GINADER
1149 W LANCASTER AVENUE, SUITE U-3, BRYN MAWR, PA 19010
ASS'T SECRET0$0
JEFFREY LOTMAN
1149 W LANCASTER AVENUE, SUITE U-3, BRYN MAWR, PA 19010
TREASURER0$0
SHELLY LOTMAN FISHER
1149 W LANCASTER AVENUE, SUITE U-3, BRYN MAWR, PA 19010
SECRETARY0$0
990-PF for the year ended November 30, 2023: 4 people
NameTitleHours / weekCompensation
KAREN LOTMAN
1149 W LANCASTER AVENUE, SUITE U-3, BRYN MAWR, PA 19010
PRESIDENT0$0
GEORGE GINADER
1149 W LANCASTER AVENUE, SUITE U-3, BRYN MAWR, PA 19010
ASSIST. SEC.0$0
JEFFERY LOTMAN
1149 W LANCASTER AVENUE, SUITE U-3, BRYN MAWR, PA 19010
TREASURER0$0
SHELLY LOTMAN FISHER
1149 W LANCASTER AVENUE, SUITE U-3, BRYN MAWR, PA 19010
SECRETARY0$0

Address and contacts

Address (IRS master file)
1149 W LANCASTER AVENUE SUITE U-3, BRYN MAWR, PA 19010-2722
Signed the 990-PF
GEORGE GINADER, ASS'T SECRETARY
Phone
(610) 234-0090
Return prepared by
VERNA & ASSOCIATES

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
22-2429821
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1983
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$1,304,906
Income (IRS master file)
$416,362

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$191,551$336,513$1,304,906XML
990-PFNovember 2024$150,330$291,502$1,490,487XML
990-PFNovember 2023$160,390$384,640$1,532,985XML
990-PFNovember 2022–––IRS
990-PFNovember 2020–––IRS
990-PFNovember 2019–––IRS
990-PFNovember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-2429821).

Questions about KAREN AND HERBERT LOTMAN FOUNDATION

What is the EIN of KAREN AND HERBERT LOTMAN FOUNDATION?
The employer identification number (EIN) of KAREN AND HERBERT LOTMAN FOUNDATION is 22-2429821.
Is KAREN AND HERBERT LOTMAN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Are donations to KAREN AND HERBERT LOTMAN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KAREN AND HERBERT LOTMAN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of KAREN AND HERBERT LOTMAN FOUNDATION due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KAREN AND HERBERT LOTMAN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of KAREN AND HERBERT LOTMAN FOUNDATION?
The 990-PF for the year ended November 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does KAREN AND HERBERT LOTMAN FOUNDATION have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $191,551, expenses of $336,513 and total assets of $1,304,906 at year end.

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