Nonprofit · EIN 56-2413904
EDWARD & ROSE BERMAN LEGACY FOUNDATION
Tax-exempt · PITTSBURGH, PA 15219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $126,794 | $149,295 | -$22,501 | $1,433,199 | $0 | $1,433,199 |
| June 30, 2024 | 990 | $1,343,597 | $598,413 | $745,184 | $1,178,845 | $0 | $1,178,845 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $80,000
- Program service revenue
- $0
- Investment income
- $46,794
- Net gain from sales of assets
- $16,060
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $145,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,110
- Program services (functional)
- $145,000
- Management and general (functional)
- $2,886
- Fundraising (functional)
- $1,409
Balance sheet and other
- Total assets, start of year
- $1,178,845
- Total assets, end of year
- $1,433,199
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,433,199
- Publicly traded securities
- $674,827
- Net assets with donor restrictions
- $1,433,199
- Gross receipts
- $417,751
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2003
- State of legal domicile
- PA
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Jeffrey Finkelstein | Treasurer Director Trustee or director, Officer | 0.5 | $0 | $491,432 | $51,772 |
| Edward Berman | President Director Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| David Steinbach | Vice President Secretary Director Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Jeffrey Finkelstein | Treasurer Director Trustee or director, Officer | 0.5 | $0 | $468,502 | $51,245 |
| Edward Berman | President Director Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| David Steinbach | Vice President Secretary Director Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2000 TECHNOLOGY DR, PITTSBURGH, PA 15219-3112
- In care of
- % JEFFREY FINKELSTEIN
- Principal officer (990 for 2024)
- Jeffrey Finkelstein, 2000 TECHNOLOGY DR, PITTSBURGH, PA 152193112
- Signed the 990
- Jeffrey Finkelstein, Treasurer and Director
- Phone
- (412) 992-5260
Mission
The Edward and Rose Berman Legacy Foundations primary purpose is to achieve charitable goals by acting as a supporting organization for the benefit of the Jewish Federation of Greater Pittsburgh.
Program accomplishments
- Distributions to supported organization - Jewish Federation of Greater Pittsburgh 2000 Technology Drive PGH PA 15219Expenses $100,000 · grants $100,000
- Distributions to the Edward and Rose Berman Hillel Jewish University Center 4607 Forbes Avenue Pittsburgh PA 15213Expenses $25,000 · grants $25,000
- Distributions to other 501c3 charities.Expenses $20,000 · grants $20,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-2413904
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $1,433,199
- Income (IRS master file)
- $417,751
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $126,794 | $149,295 | $1,433,199 | IRS |
| 990 | June 2024 | $1,343,597 | $598,413 | $1,178,845 | IRS |
| 990 | June 2023 | $147,122 | $117,114 | $726,731 | IRS |
| 990 | June 2022 | $14,435 | $144,059 | $895,400 | IRS |
| 990 | June 2021 | – | – | – | 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 56-2413904).
Questions about EDWARD & ROSE BERMAN LEGACY FOUNDATION
- What is the EIN of EDWARD & ROSE BERMAN LEGACY FOUNDATION?
- The employer identification number (EIN) of EDWARD & ROSE BERMAN LEGACY FOUNDATION is 56-2413904.
- Is EDWARD & ROSE BERMAN LEGACY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to EDWARD & ROSE BERMAN LEGACY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does EDWARD & ROSE BERMAN LEGACY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EDWARD & ROSE BERMAN LEGACY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EDWARD & ROSE BERMAN LEGACY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of EDWARD & ROSE BERMAN LEGACY FOUNDATION?
- The 990 for the year ended June 30, 2025 names Jeffrey Finkelstein.
- Who are the officers and directors of EDWARD & ROSE BERMAN LEGACY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does EDWARD & ROSE BERMAN LEGACY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $126,794, expenses of $149,295 and total assets of $1,433,199 at year end.
Other nonprofits in PITTSBURGH
- CAHOUET FOUNDATION EIN 30-6192502 · last filed 990-PF for 2024
- THE PITTSBURGH FOUNDATION EIN 25-0965466 · last filed 990 for 2024
- DIETRICH FOUNDATION EIN 36-4711746 · last filed 990 for 2024
- THE HEINZ ENDOWMENTS EIN 25-1721100 · last filed 990-PF for 2024
- J E BARBEY 8 TENACRE FOUNDATION EIN 23-6205505 · last filed 990-PF for 2024
- JEWISH FEDERATION OF GREATER PITTSBURGH EIN 25-1017602 · last filed 990 for 2025
- THEODORE W AND BETTY J ECKELS FOUNDATION EIN 45-2941744 · last filed 990-PF for 2025
- COLCOM FOUNDATION EIN 31-1479839 · last filed 990-PF for 2025
All nonprofits in PITTSBURGH · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations