Nonprofit · EIN 13-3190334
THE LOUIS BERKOWITZ FAMILY FOUNDATION INC
Tax-exempt · EAST SETAUKET, NY 11733
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $221,123 | $216,862 | $4,261 | $3,536,408 | $0 | $3,536,408 |
| December 31, 2024 | 990-PF | $354,808 | $205,057 | $149,751 | $3,532,712 | $0 | $3,532,712 |
| December 31, 2023 | 990-PF | $154,499 | $188,492 | -$33,993 | $3,362,517 | $0 | $3,362,517 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $144,727
- Net gain from sales of assets
- $76,396
Expenses
- Grants and similar amounts paid
- $193,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $210,213
- Excise tax on investment income
- $2,981
Balance sheet and other
- Total assets, start of year
- $3,532,712
- Total assets, end of year
- $3,536,408
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,536,408
- Fair market value of assets
- $3,574,580
- Qualifying distributions
- $210,213
- Net investment income
- $221,123
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 |
|---|---|---|---|
| ALLISON FARR C/O LOUIS BERKOWITZ FAMILY, FOUNDATION PO BOX 840, EAST SETAUKET, NY 11733 | VP & BOARD MEMBER | 1 | $0 |
| GAIL HOEFENER C/O LOUIS BERKOWITZ FAMILY, FOUNDATION PO BOX 840, EAST SETAUKET, NY 11733 | PRESIDENT & BOARD MEMBER | 1 | $0 |
| KAREN HOEFENER C/O LOUIS BERKOWITZ FAMILY, FOUNDATION PO BOX 840, EAST SETAUKET, NY 11733 | SECRETARY & TREASURER | 1 | $0 |
| LAURIE CHAPLIN C/O LOUIS BERKOWITZ FAMILY, FOUNDATION PO BOX 840, EAST SETAUKET, NY 11733 | VP & BOARD MEMBER | 1 | $0 |
| ANDREW SCHOR C/O LOUIS BERKOWITZ FAMILY, FOUNDATION PO BOX 840, EAST SETAUKET, NY 11733 | VP & BOARD MEMBER | 1 | $0 |
| AMANDA SCOTT C/O LOUIS BERKOWITZ FAMILY, FOUNDATION PO BOX 840, EAST SETAUKET, NY 11733 | VP & BOARD MEMBER | 1 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLISON FARR C/O LOUIS BERKOWITZ FAMILY, FOUNDATION PO BOX 840, EAST SETAUKET, NY 11733 | VP & BOARD MEMBER | 1 | $0 |
| GAIL HOEFENER C/O LOUIS BERKOWITZ FAMILY, FOUNDATION PO BOX 840, EAST SETAUKET, NY 11733 | PRESIDENT & BOARD MEMBER | 1 | $0 |
| KAREN HOEFENER C/O LOUIS BERKOWITZ FAMILY, FOUNDATION PO BOX 840, EAST SETAUKET, NY 11733 | SECRETARY & TREASURER | 1 | $0 |
| LAURIE CHAPLIN C/O LOUIS BERKOWITZ FAMILY, FOUNDATION PO BOX 840, EAST SETAUKET, NY 11733 | VP & BOARD MEMBER | 1 | $0 |
| ANDREW SCHOR C/O LOUIS BERKOWITZ FAMILY, FOUNDATION PO BOX 840, EAST SETAUKET, NY 11733 | VP & BOARD MEMBER | 1 | $0 |
| AMANDA CHAPLIN C/O LOUIS BERKOWITZ FAMILY, FOUNDATION PO BOX 840, EAST SETAUKET, NY 11733 | VP & BOARD MEMBER | 1 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLISON FARR C/O LOUIS BERKOWITZ FAMILY, FOUNDATION PO BOX 840, EAST SETAUKET, NY 11733 | VP & BOARD MEMBER | 1 | $0 |
| GAIL HOEFENER C/O LOUIS BERKOWITZ FAMILY, FOUNDATION PO BOX 840, EAST SETAUKET, NY 11733 | PRESIDENT & BOARD MEMBER | 1 | $0 |
| LYNN SCHOR C/O LOUIS BERKOWITZ FAMILY, FOUNDATION PO BOX 840, EAST SETAUKET, NY 11733 | VP & BOARD MEMBER | 1 | $0 |
| KAREN HOEFENER C/O LOUIS BERKOWITZ FAMILY, FOUNDATION PO BOX 840, EAST SETAUKET, NY 11733 | SECRETARY & TREASURER | 1 | $0 |
| LAURIE CHAPLIN C/O LOUIS BERKOWITZ FAMILY, FOUNDATION PO BOX 840, EAST SETAUKET, NY 11733 | VP & BOARD MEMBER | 1 | $0 |
| ANDREW SCHOR C/O LOUIS BERKOWITZ FAMILY, FOUNDATION PO BOX 840, EAST SETAUKET, NY 11733 | VP & BOARD MEMBER | 1 | $0 |
| AMANDA CHAPLIN C/O LOUIS BERKOWITZ FAMILY, FOUNDATION PO BOX 840, EAST SETAUKET, NY 11733 | VP & BOARD MEMBER (AS OF 8/2023) | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 840, EAST SETAUKET, NY 11733-0650
- In care of
- % FREDERICK SIEGMUND ESQ
- Signed the 990-PF
- GAIL HOEFENER, PRESIDENT
- Phone
- (631) 689-5985
- Return prepared by
- RSM US LLP
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
- 13-3190334
- 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
- 1984
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,536,408
- Income (IRS master file)
- $221,123
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $221,123 | $216,862 | $3,536,408 | IRS |
| 990-PF | December 2024 | $354,808 | $205,057 | $3,532,712 | XML |
| 990-PF | December 2023 | $154,499 | $188,492 | $3,362,517 | 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 13-3190334).
Questions about THE LOUIS BERKOWITZ FAMILY FOUNDATION INC
- What is the EIN of THE LOUIS BERKOWITZ FAMILY FOUNDATION INC?
- The employer identification number (EIN) of THE LOUIS BERKOWITZ FAMILY FOUNDATION INC is 13-3190334.
- Is THE LOUIS BERKOWITZ FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to THE LOUIS BERKOWITZ FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE LOUIS BERKOWITZ FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE LOUIS BERKOWITZ FAMILY 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 THE LOUIS BERKOWITZ FAMILY 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 THE LOUIS BERKOWITZ FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does THE LOUIS BERKOWITZ FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $221,123, expenses of $216,862 and total assets of $3,536,408 at year end.
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