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Nonprofit · EIN 82-4264817

MARVIN RONALD BERSTEIN FOUNDATION

Tax-exempt · UPLAND, CA 91784

Financials

$36K$410K2023$462K$345K2024$347K$343K2025
Revenue Expenses · by fiscal year end
Financials of MARVIN RONALD BERSTEIN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$347,008$343,289$3,719$5,899,947$0$5,899,947
December 31, 2024990-PF$462,126$345,428$116,698$5,715,180$0$5,715,180
December 31, 2023990-PF$35,703$410,071-$374,368$5,583,956$0$5,583,956
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$206,669
Interest
$5,184
Net gain from sales of assets
$135,155

Expenses

Grants and similar amounts paid
$193,625
Compensation of officers, directors and key employees
$56,659
Disbursements for charitable purposes
$270,272
Excise tax on investment income
$3,886

Balance sheet and other

Total assets, start of year
$5,715,180
Total assets, end of year
$5,899,947
Total liabilities, end of year
$0
Net assets, end of year
$5,899,947
Fair market value of assets
$5,899,947
Qualifying distributions
$270,272
Net investment income
$342,012

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.

NameTitleHours / weekCompensation
JASON MEDINA
527 W CLARK ST, UPLAND, CA 91784
PRESIDENT1$19,253
ALLISON HERBERT
1486 CARISSA ST, UPLAND, CA 91784
SECRETARY1$18,703
MAUREEN UFKES
13051 RAMONA AVE 7, CHINO, CA 91710
TREASURER1$18,703
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
MAUREEN UFKES
13051 RAMONA AVE 7, CHINO, CA 91710
TREASURER1$18,567
JASON MEDINA
527 W CLARK ST, UPLAND, CA 91784
PRESIDENT1$18,563
ALLISON HERBERT
1486 CARISSA ST, UPLAND, CA 91784
SECRETARY1$18,563
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JASON MEDINA
527 W CLARK ST, UPLAND, CA 91784
PRESIDENT1$23,079
ALLISON HERBERT
1486 CARISSA ST, UPLAND, CA 91784
SECRETARY1$23,079
MAUREEN UFKES
13051 RAMONA AVE 7, CHINO, CA 91710
TREASURER1$23,079

Address and contacts

Address (IRS master file)
527 W CLARK ST, UPLAND, CA 91784-1951
Signed the 990-PF
JASON MEDINA, PRESIDENT
Phone
(626) 585-0666
Return prepared by
WEAVER AND TIDWELL LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 82-4264817 or by the name MARVIN RONALD BERSTEIN FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
82-4264817
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
2019
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Religion-related (X90)
Assets (IRS master file)
$5,899,947
Income (IRS master file)
$7,417,679

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$347,008$343,289$5,899,947XML
990-PFDecember 2024$462,126$345,428$5,715,180IRS
990-PFDecember 2023$35,703$410,071$5,583,956XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 82-4264817).

Questions about MARVIN RONALD BERSTEIN FOUNDATION

What is the EIN of MARVIN RONALD BERSTEIN FOUNDATION?
The employer identification number (EIN) of MARVIN RONALD BERSTEIN FOUNDATION is 82-4264817.
Is MARVIN RONALD BERSTEIN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to MARVIN RONALD BERSTEIN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARVIN RONALD BERSTEIN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MARVIN RONALD BERSTEIN 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 MARVIN RONALD BERSTEIN 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 MARVIN RONALD BERSTEIN FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $19,253 (JASON MEDINA, PRESIDENT).
How much revenue does MARVIN RONALD BERSTEIN FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $347,008, expenses of $343,289 and total assets of $5,899,947 at year end.

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