Nonprofit · EIN 33-0160740
BERLIN-LEHMAN FUND
Tax-exempt · CUMBERLAND, ME 04021
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $8,429 | $14,030 | -$5,601 | $228,215 | $0 | $228,215 |
| December 31, 2024 | 990-PF | $13,571 | $15,544 | -$1,973 | $233,801 | $0 | $233,801 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $4,138
- Net gain from sales of assets
- $4,291
Expenses
- Grants and similar amounts paid
- $12,500
- Disbursements for charitable purposes
- $12,590
- Excise tax on investment income
- $99
Balance sheet and other
- Total assets, start of year
- $233,801
- Total assets, end of year
- $228,215
- Total liabilities, end of year
- $0
- Net assets, end of year
- $228,215
- Fair market value of assets
- $266,401
- Qualifying distributions
- $12,590
- Net investment income
- $8,429
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 |
|---|---|---|---|
| TERRY MILLER 3345 N 51ST BLVD, MILWAUKEE, WI 53216 | PRESIDENT/DI | 0 | $0 |
| KENNETH LEHMAN 3 TACOMA LANE, CUMBERLAND, ME 04021 | DIRECTOR | 0 | $0 |
| LAURA DRAY 1221 SEVILLA, CORAL GABLES, FL 33134 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRY MILLER 3345 N 51ST BLVD, MILWAUKEE, WI 53216 | PRESIDENT/DI | 0 | $0 |
| KENNETH LEHMAN 3 TACOMA LANE, CUMBERLAND, ME 04021 | DIRECTOR | 0 | $0 |
| LAURA DRAY 1221 SEVILLA, CORAL GABLES, FL 33134 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3 TACOMA LN, CUMBERLAND, ME 04021-3675
- Signed the 990-PF
- KENNETH LEHMAN, DIRECTOR
- Phone
- (207) 831-7719
- Return prepared by
- KELLY DAWSON & SOUTER 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
- 33-0160740
- 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
- 1986
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $228,215
- Income (IRS master file)
- $36,542
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $6,199 | $13,888 | $235,512 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about BERLIN-LEHMAN FUND
- What is the EIN of BERLIN-LEHMAN FUND?
- The employer identification number (EIN) of BERLIN-LEHMAN FUND is 33-0160740.
- Is BERLIN-LEHMAN FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to BERLIN-LEHMAN FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERLIN-LEHMAN FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERLIN-LEHMAN FUND 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 BERLIN-LEHMAN FUND 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 BERLIN-LEHMAN FUND?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does BERLIN-LEHMAN FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,429, expenses of $14,030 and total assets of $228,215 at year end.
Other nonprofits in CUMBERLAND
- CUMBERLAND FARMERS CLUB EIN 01-0224718 · last filed 990 for 2024
- MAINE GOLF HOUSE INC EIN 26-2355154 · last filed 990 for 2024
- CHEBEAGUE & CUMBERLAND LAND TRUST INC EIN 01-6082716 · last filed 990 for 2024
- HOMELESS ANIMAL RESCUE TEAM OF MAINE INC EIN 01-0531093 · last filed 990 for 2024
- MAINE ASSOCIATION OF PLUMBING HEATING COOLING CONTRACTORS INC EIN 01-6017036 · last filed 990 for 2025
- CUMBERLAND SOCCER CLUB EIN 82-0554438 · last filed 990 for 2025
- SEACOAST SWIM CLUB EIN 20-0534563 · last filed 990-EZ for 2025
- CUMBERLAND FOOTBALL BOOSTERS INC EIN 31-1782345 · last filed 990-EZ for 2024