Nonprofit · EIN 22-3330579
HOWARD R AND JOY M BERLIN FOUNDATION
Tax-exempt · CAREFREE, AZ 85377
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $145,107 | $285,685 | -$140,578 | $2,625,013 | $12,086 | $2,612,927 |
| September 30, 2024 | 990-PF | $132,404 | $121,650 | $10,754 | $2,767,699 | $0 | $2,767,699 |
| September 30, 2023 | 990-PF | $154,743 | $76,350 | $78,393 | $2,771,060 | $890 | $2,770,170 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $141,930
- Interest
- $1,177
- Other income
- $2,000
Expenses
- Grants and similar amounts paid
- $275,250
- Disbursements for charitable purposes
- $277,387
- Excise tax on investment income
- $1,929
Balance sheet and other
- Total assets, start of year
- $2,767,699
- Total assets, end of year
- $2,625,013
- Total liabilities, end of year
- $12,086
- Net assets, end of year
- $2,612,927
- Fair market value of assets
- $5,897,173
- Qualifying distributions
- $277,387
- Net investment income
- $143,107
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 |
|---|---|---|---|
| HOWARD R BERLIN 2007 SMOKETREE DRIVE, CAREFREE, AZ 83773 | PRESIDENT | 5 | $0 |
| JOY M BERLIN 2007 SMOKETREE DRIVE, CAREFREE, AZ 83773 | VICE PRESIDENT | 5 | $0 |
| HOWARD R BERLIN JR BOX 3731 2007 SMOKETREE DRIVE, CAREFREE, AZ 853773731 | DIRECTOR | 5 | $0 |
| CARTER F BERLIN 3431 PATY DRIVE, HONOLULU, HI 96822 | DIRECTOR | 5 | $0 |
990-PF for the year ended September 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOWARD R BERLIN 2007 SMOKETREE DRIVE, CAREFREE, AZ 83773 | PRESIDENT | 5 | $0 |
| JOY M BERLIN 2007 SMOKETREE DRIVE, CAREFREE, AZ 83773 | VICE PRESIDENT | 5 | $0 |
| HOWARD R BERLIN JR BOX 3731 2007 SMOKETREE DRIVE, CAREFREE, AZ 853773731 | DIRECTOR | 5 | $0 |
| CARTER F BERLIN 3431 PATY DRIVE, HONOLULU, HI 96822 | DIRECTOR | 5 | $0 |
990-PF for the year ended September 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOWARD R BERLIN 2007 SMOKETREE DRIVE, CAREFREE, AZ 83773 | PRESIDENT | 5 | $0 |
| JOY M BERLIN 2007 SMOKETREE DRIVE, CAREFREE, AZ 83773 | VICE PRESIDENT | 5 | $0 |
| HOWARD R BERLIN JR Box 3731 2007 Smoketree Drive, Carefree, AZ 853773731 | DIRECTOR | 5 | $0 |
| CARTER F BERLIN 3431 PATY DRIVE, HONOLULU, HI 96822 | DIRECTOR | 5 | $0 |
Address and contacts
- Address (IRS master file)
- BOX 3731 2007 SMOKETREE DRIVE, CAREFREE, AZ 85377-4025
- In care of
- % HOWARD R BERLIN JR
- Signed the 990-PF
- HOWARD R BERLIN JR, CEO
- Phone
- (908) 782-7300
- 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 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
- 22-3330579
- 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
- 1995
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T60Z)
- Assets (IRS master file)
- $2,625,013
- Income (IRS master file)
- $145,107
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $145,107 | $285,685 | $2,625,013 | XML |
| 990-PF | September 2024 | $132,404 | $121,650 | $2,767,699 | XML |
| 990-PF | September 2023 | $154,743 | $76,350 | $2,771,060 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | 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 22-3330579).
Questions about HOWARD R AND JOY M BERLIN FOUNDATION
- What is the EIN of HOWARD R AND JOY M BERLIN FOUNDATION?
- The employer identification number (EIN) of HOWARD R AND JOY M BERLIN FOUNDATION is 22-3330579.
- Is HOWARD R AND JOY M BERLIN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to HOWARD R AND JOY M BERLIN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HOWARD R AND JOY M BERLIN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HOWARD R AND JOY M BERLIN 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 HOWARD R AND JOY M BERLIN 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 HOWARD R AND JOY M BERLIN FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does HOWARD R AND JOY M BERLIN FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $145,107, expenses of $285,685 and total assets of $2,625,013 at year end.
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