Nonprofit · EIN 63-1229394
BERMAN CHARITABLE FOUNDATION INC
Tax-exempt · VESTAVIA HLS, AL 35216
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $303,743 | $351,443 | -$47,700 | $4,019,426 | $1,024 | $4,018,402 |
| December 31, 2024 | 990-PF | $293,043 | $311,893 | -$18,850 | $4,066,102 | $0 | $4,066,102 |
| December 31, 2023 | 990-PF | $260,034 | $324,312 | -$64,278 | $4,084,952 | $0 | $4,084,952 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $131,917
- Interest
- $1,162
- Net gain from sales of assets
- $170,664
Expenses
- Grants and similar amounts paid
- $207,500
- Compensation of officers, directors and key employees
- $73,706
- Disbursements for charitable purposes
- $311,610
- Excise tax on investment income
- $3,924
Balance sheet and other
- Total assets, start of year
- $4,066,102
- Total assets, end of year
- $4,019,426
- Total liabilities, end of year
- $1,024
- Net assets, end of year
- $4,018,402
- Fair market value of assets
- $4,853,859
- Qualifying distributions
- $311,610
- Net investment income
- $322,137
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 |
|---|---|---|---|
| DEANNE H ROBINSON 700 12TH AVE S UNIT 1212, NASHVILLE, TN 372033423 | VP-EXEC-DIR | 20 | $42,362 |
| JANET TYSON PROSSER 700 12TH AVE S UNIT1212, NASHVILLE, TN 372033432 | TREAS-DIR | 10 | $16,254 |
| ANNE H NORRED 700 12TH AVE S UNIT 1212, NASHVILLE, TN 372033432 | PRES-DIR | 10 | $15,090 |
| WILLIAM H AGEE 700 12TH AVE S UNIT 1212, NASHVILLE, TN 372033432 | SEC-DIR | 0 | $0 |
| MARY S PROSSER 700 125H AVE S UNIT 1212, NASHVILLE, TN 372033432 | DIRECTOR | 0 | $0 |
| CLAY S AGEE 700 12TH AVE S UNIT 1212, NASHVILLE, TN 372033432 | DIRECTOR | 0 | $0 |
| DANIEL NORRED 700 12TH AVE S UNIT 1212, NASHVILLE, TN 372033432 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEANNE H ROBINSON 700 12TH AVE S UNIT 1212, NASHVILLE, TN 372033423 | VP-EXEC-DIR | 20 | $28,980 |
| JANET TYSON PROSSER 700 12TH AVE S UNIT1212, NASHVILLE, TN 372033432 | TREAS-DIR | 10 | $16,254 |
| ANNE H NORRED 700 12TH AVE S UNIT 1212, NASHVILLE, TN 372033432 | PRES-DIR | 10 | $15,090 |
| WILLIAM H AGEE 700 12TH AVE S UNIT 1212, NASHVILLE, TN 372033432 | SEC-DIR | 5 | $0 |
| MARY S PROSSER 700 125H AVE S UNIT 1212, NASHVILLE, TN 372033432 | DIRECTOR | 1 | $0 |
| CLAY S AGEE 700 12TH AVE S UNIT 1212, NASHVILLE, TN 372033432 | DIRECTOR | 1 | $0 |
| DANIEL NORRED 700 12TH AVE S UNIT 1212, NASHVILLE, TN 372033432 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEANNE H ROBINSON 700 12TH AVE S UNIT 1212, NASHVILLE, TN 372033423 | VP-EXEC-DIR | 20 | $28,980 |
| DAVID PROSSER 700 12TH AVE S UNIT 1212, NASHVILLE, TN 372033432 | TREAS-DIR | 10 | $16,254 |
| ANNE H NORRED 700 12TH AVE S UNIT 1212, NASHVILLE, TN 372033432 | PRES-DIR | 10 | $15,090 |
| WILLIAM H AGEE 700 12TH AVE S UNIT 1212, NASHVILLE, TN 372033432 | SEC-DIR | 5 | $0 |
| JANET TYSON PROSSER 700 12TH AVE S UNIT1212, NASHVILLE, TN 372033432 | DIRECTOR | 1 | $0 |
| MARY S PROSSER 700 125H AVE S UNIT 1212, NASHVILLE, TN 372033432 | DIRECTOR | 1 | $0 |
| CLAY S AGEE 700 12TH AVE S UNIT 1212, NASHVILLE, TN 372033432 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3328 SOUTHBEND CIR, VESTAVIA HLS, AL 35216-2259
- In care of
- % WILLIAM HENRY AGEE
- Signed the 990-PF
- WILLIAM H AGEE, SEC-DIR
- Phone
- (931) 962-1060
- Return prepared by
- LYONS & MORGAN PC
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
- 63-1229394
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,019,426
- Income (IRS master file)
- $2,205,285
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $303,743 | $351,443 | $4,019,426 | IRS |
| 990-PF | December 2024 | $293,043 | $311,893 | $4,066,102 | IRS |
| 990-PF | December 2023 | $260,034 | $324,312 | $4,084,952 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 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 63-1229394).
Questions about BERMAN CHARITABLE FOUNDATION INC
- What is the EIN of BERMAN CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of BERMAN CHARITABLE FOUNDATION INC is 63-1229394.
- Is BERMAN CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to BERMAN CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERMAN CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERMAN CHARITABLE FOUNDATION INC 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 BERMAN CHARITABLE FOUNDATION INC 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 BERMAN CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 3 received compensation from the organization, the highest $42,362 (DEANNE H ROBINSON, VP-EXEC-DIR).
- How much revenue does BERMAN CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $303,743, expenses of $351,443 and total assets of $4,019,426 at year end.
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All nonprofits in VESTAVIA HLS · Alabama · Philanthropy, voluntarism and grantmaking foundations