Nonprofit · EIN 22-2777796
BERKMAN FAMILY FOUNDATION
Tax-exempt · BOSTON, MA 02215
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $144,855 | $140,977 | $3,878 | $822,213 | $0 | $822,213 |
| December 31, 2023 | 990-PF | $146,853 | $113,484 | $33,369 | $818,335 | $0 | $818,335 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $103,515
- Dividends
- $35,494
- Interest
- $2,275
- Other income
- $3,571
Expenses
- Grants and similar amounts paid
- $136,700
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $136,700
- Excise tax on investment income
- $539
Balance sheet and other
- Total assets, start of year
- $818,335
- Total assets, end of year
- $822,213
- Total liabilities, end of year
- $0
- Net assets, end of year
- $822,213
- Fair market value of assets
- $2,262,031
- Qualifying distributions
- $136,700
- Net investment income
- $41,340
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY J BERKMAN 842A BEACON STREET, BOSTON, MA 02215 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY J BERKMAN 842A BEACON STREET, BOSTON, MA 02215 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 842A BEACON ST, BOSTON, MA 02215-3127
- Signed the 990-PF
- BERNARD G BERKMAN, TRUSTEE
- Phone
- (617) 266-6100
- Return prepared by
- FORVIS MAZARS 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 | Not 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
- 22-2777796
- 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
- 1987
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $822,213
- Income (IRS master file)
- $144,855
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $144,855 | $140,977 | $822,213 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $146,853 | $113,484 | $818,335 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 22-2777796).
Questions about BERKMAN FAMILY FOUNDATION
- What is the EIN of BERKMAN FAMILY FOUNDATION?
- The employer identification number (EIN) of BERKMAN FAMILY FOUNDATION is 22-2777796.
- Is BERKMAN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to BERKMAN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERKMAN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERKMAN FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERKMAN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BERKMAN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does BERKMAN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $144,855, expenses of $140,977 and total assets of $822,213 at year end.
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