Nonprofit · EIN 81-3483530
BERMEL FAMILY FOUNDATION
Tax-exempt · SIMSBURY, CT 06070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $15,693 | $88,356 | -$72,663 | $458,472 | $0 | $458,472 |
| September 30, 2024 | 990-PF | $17,664 | $77,090 | -$59,426 | $531,135 | $0 | $531,135 |
| September 30, 2023 | 990-PF | -$21,446 | $30,093 | -$51,539 | $590,561 | $0 | $590,561 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $3,258
- Dividends
- $12,666
- Interest
- $30
- Net gain from sales of assets
- -$261
Expenses
- Grants and similar amounts paid
- $80,750
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $80,750
- Excise tax on investment income
- $71
Balance sheet and other
- Total assets, start of year
- $531,135
- Total assets, end of year
- $458,472
- Total liabilities, end of year
- $0
- Net assets, end of year
- $458,472
- Fair market value of assets
- $641,295
- Qualifying distributions
- $80,750
- Net investment income
- $12,696
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN J BERMEL CUMMINGS LOCKWOOD 75 ISHAM RD 400, WEST HARTFORD, CT 06107 | TRUSTEE | 0 | $0 |
| LISA R BERMEL CUMMINGS LOCKWOOD 75 ISHAM RD 400, WEST HARTFORD, CT 06107 | TRUSTEE | 0 | $0 |
990-PF for the year ended September 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN J BERMEL CUMMINGS LOCKWOOD 75 ISHAM RD 400, WEST HARTFORD, CT 06107 | TRUSTEE | 0 | $0 |
| LISA R BERMEL CUMMINGS LOCKWOOD 75 ISHAM RD 400, WEST HARTFORD, CT 06107 | TRUSTEE | 0 | $0 |
990-PF for the year ended September 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN J BERMEL CUMMINGS LOCKWOOD 75 ISHAM RD 400, WEST HARTFORD, CT 06107 | TRUSTEE | 0 | $0 |
| LISA R BERMEL CUMMINGS LOCKWOOD 75 ISHAM RD 400, WEST HARTFORD, CT 06107 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 237 OLD FARMS RD, SIMSBURY, CT 06070-1533
- Signed the 990-PF
- JOHN J BERMEL, CO-TRUSTEE
- Phone
- (860) 651-9343
- Return prepared by
- CUMMINGS & LOCKWOOD 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 81-3483530
- 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
- 2017
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $458,472
- Income (IRS master file)
- $87,831
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $15,693 | $88,356 | $458,472 | XML |
| 990-PF | September 2024 | $17,664 | $77,090 | $531,135 | XML |
| 990-PF | September 2023 | -$21,446 | $30,093 | $590,561 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2019 | – | – | – | IRS |
| 990-PF | September 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 81-3483530).
Questions about BERMEL FAMILY FOUNDATION
- What is the EIN of BERMEL FAMILY FOUNDATION?
- The employer identification number (EIN) of BERMEL FAMILY FOUNDATION is 81-3483530.
- Is BERMEL FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to BERMEL FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERMEL FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERMEL FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERMEL FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of BERMEL FAMILY FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BERMEL FAMILY FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $15,693, expenses of $88,356 and total assets of $458,472 at year end.
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