Nonprofit · EIN 26-0005599
THE STEVEN AND ILENE BERMAN FAMILY FOUNDATION
Tax-exempt · GLADWYNE, PA 19035
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $343,673 | $1,214,128 | -$870,455 | $3,243,169 | $1,031 | $3,242,138 |
| December 31, 2024 | 990-PF | $9,913,213 | $399,221 | $9,513,992 | $3,689,854 | $15,470 | $3,674,384 |
| December 31, 2023 | 990-PF | $2,848,551 | $333,018 | $2,515,533 | $3,909,111 | $10,820 | $3,898,291 |
| December 31, 2021 | 990-PF | $951,164 | $493,837 | $457,327 | $4,464,223 | $20,413 | $4,443,810 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $5,090
- Interest
- $42
- Net gain from sales of assets
- $338,495
- Other income
- $46
Expenses
- Grants and similar amounts paid
- $1,205,423
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,205,423
- Excise tax on investment income
- $4,656
Balance sheet and other
- Total assets, start of year
- $3,689,854
- Total assets, end of year
- $3,243,169
- Total liabilities, end of year
- $1,031
- Net assets, end of year
- $3,242,138
- Fair market value of assets
- $21,443,023
- Qualifying distributions
- $1,205,423
- Net investment income
- $343,673
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN BERMAN PO BOX 266, GLADWYNE, PA 19035 | MANAGING TRUSTEE | 0 | $0 |
| ILENE BERMAN PO BOX 266, GLADWYNE, PA 19035 | MANAGING TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN BERMAN PO BOX 266, GLADWYNE, PA 19035 | MANAGING TRUSTEE | 0 | $0 |
| ILENE BERMAN PO BOX 266, GLADWYNE, PA 19035 | MANAGING TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN BERMAN PO BOX 554, GWYNEDD VALLEY, PA 19437 | MANAGING TRUSTEE | 0 | $0 |
| ILENE BERMAN PO BOX 554, GWYNEDD VALLEY, PA 19437 | MANAGING TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2021: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN BERMAN PO BOX 554, GWYNEDD VALLEY, PA 19437 | MANAGING TRUSTEE | 0 | $0 |
| ILENE BERMAN PO BOX 554, GWYNEDD VALLEY, PA 19437 | MANAGING TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 266, GLADWYNE, PA 19035-0266
- In care of
- % STEVEN BERMAN
- Signed the 990-PF
- STEVEN BERMAN, TRUSTEE
- Phone
- (215) 572-7103
- Return prepared by
- LG LEGACY GROUP LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-0005599
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,243,169
- Income (IRS master file)
- $343,673
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $343,673 | $1,214,128 | $3,243,169 | IRS |
| 990-PF | December 2024 | $9,913,213 | $399,221 | $3,689,854 | IRS |
| 990-PF | December 2023 | $2,848,551 | $333,018 | $3,909,111 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $951,164 | $493,837 | $4,464,223 | XML |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 26-0005599).
Questions about THE STEVEN AND ILENE BERMAN FAMILY FOUNDATION
- What is the EIN of THE STEVEN AND ILENE BERMAN FAMILY FOUNDATION?
- The employer identification number (EIN) of THE STEVEN AND ILENE BERMAN FAMILY FOUNDATION is 26-0005599.
- Is THE STEVEN AND ILENE BERMAN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to THE STEVEN AND ILENE BERMAN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE STEVEN AND ILENE BERMAN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE STEVEN AND ILENE BERMAN FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE STEVEN AND ILENE BERMAN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE STEVEN AND ILENE BERMAN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE STEVEN AND ILENE BERMAN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $343,673, expenses of $1,214,128 and total assets of $3,243,169 at year end.
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