Nonprofit · EIN 23-2154128
THE BERKY BENEVOLENT FOUNDATION TRUST
Tax-exempt · BOCA RATON, FL 33428
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $44,681 | $81,711 | -$37,030 | $961,485 | $0 | $961,485 |
| June 30, 2024 | 990-PF | $141,774 | $60,820 | $80,954 | $998,515 | $0 | $998,515 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $28,386
- Net gain from sales of assets
- $16,295
Expenses
- Grants and similar amounts paid
- $43,500
- Compensation of officers, directors and key employees
- $14,516
- Disbursements for charitable purposes
- $77,600
Balance sheet and other
- Total assets, start of year
- $998,515
- Total assets, end of year
- $961,485
- Total liabilities, end of year
- $0
- Net assets, end of year
- $961,485
- Fair market value of assets
- $1,289,610
- Qualifying distributions
- $77,600
- Net investment income
- $28,386
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| H CHARLES BERKEY JR 9130 PASSIFLORA WAY, BOCA RATON, FL 33428 | TRUSTEE | 0 | $14,516 |
| SHARON BERKY TOTAH 14105 SPRING GATE TERRACE, MIDLOTHIAN, VA 23112 | TRUSTEE | 0 | $0 |
| BRADFORD S BERKY 2201 LAGUNA ST APT 208, SAN FRANCISCO, CA 94115 | TRUSTEE | 0 | $0 |
| DOLORES BERKY 9130 PASSIFLORA WAY, BOCA RATON, FL 33428 | TRUSTEE | 0 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| H CHARLES BERKEY JR 9130 PASSIFLORA WAY, BOCA RATON, FL 33428 | TRUSTEE | 0 | $0 |
| SHARON BERKY TOTAH 14105 SPRING GATE TERRACE, MIDLOTHIAN, VA 23112 | TRUSTEE | 0 | $0 |
| BRADFORD S BERKY 2201 LAGUNA ST APT 208, SAN FRANCISCO, CA 94115 | TRUSTEE | 0 | $0 |
| DOLORES BERKY 9130 PASSIFLORA WAY, BOCA RATON, FL 33428 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 9130 PASSIFLORA WAY, BOCA RATON, FL 33428-3600
- In care of
- % LAUDADIO AND ASSOCAITES PA
- Signed the 990-PF
- H CHARLES BERKEY JR, TRUSTEE
- Phone
- (561) 212-1219
- Return prepared by
- STEVE RICE CPA INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-2154128
- 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
- 1981
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $961,485
- Income (IRS master file)
- $185,070
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $44,681 | $81,711 | $961,485 | XML |
| 990-PF | June 2024 | $141,774 | $60,820 | $998,515 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 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 23-2154128).
Questions about THE BERKY BENEVOLENT FOUNDATION TRUST
- What is the EIN of THE BERKY BENEVOLENT FOUNDATION TRUST?
- The employer identification number (EIN) of THE BERKY BENEVOLENT FOUNDATION TRUST is 23-2154128.
- Is THE BERKY BENEVOLENT FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to THE BERKY BENEVOLENT FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE BERKY BENEVOLENT FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE BERKY BENEVOLENT FOUNDATION TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE BERKY BENEVOLENT FOUNDATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of THE BERKY BENEVOLENT FOUNDATION TRUST?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 1 received compensation from the organization, the highest $14,516 (H CHARLES BERKEY JR, TRUSTEE).
- How much revenue does THE BERKY BENEVOLENT FOUNDATION TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $44,681, expenses of $81,711 and total assets of $961,485 at year end.
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