AUMdb

Bermel Family Foundation

EIN 813483530 · 501(c)(3) · Private foundation · Simsbury, CT · recognized 2017

Assets
$641K
Revenue
$15.7K
Expenses
$88.4K
Investment income
$5.1K

Form 990 fiscal year ended 09/30/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
John J Bermel Trustee $0 $0
Lisa R Bermel Trustee $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
09/30/2025 $641K $15.7K $88.4K 990 990PF · obj 202543369349100714 IRS ↗
09/30/2024 $652K $17.7K $77.1K 990 990PF · obj 202500249349100505 IRS ↗