Nonprofit · EIN 26-4464319
BERKOWITZ II FOUNDATION
Tax-exempt · MILFORD, PA 18337
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990-PF | $1,825 | $170,028 | -$168,203 | $987,597 | $0 | $987,597 |
Financial details: 990-PF for the year ended December 31, 2023
Revenue
- Dividends
- $38,383
- Interest
- $46
- Net gain from sales of assets
- -$36,604
Expenses
- Grants and similar amounts paid
- $138,000
- Disbursements for charitable purposes
- $138,000
- Excise tax on investment income
- $483
Balance sheet and other
- Total assets, start of year
- $1,115,744
- Total assets, end of year
- $987,597
- Total liabilities, end of year
- $0
- Net assets, end of year
- $987,597
- Fair market value of assets
- $1,023,905
- Qualifying distributions
- $138,000
- Net investment income
- $38,429
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, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL MARTIN 140 SILVER SPRINGS ROAD, MILFORD, PA 183377744 | PRES/CEO | 4 | $0 |
| ROBERTA MARTIN 140 SILVER SPRINGS ROAD, MILFORD, PA 183377774 | vice pres | 4 | $0 |
| HELEN SHERMAN 73 ETON TERRACE, NORWOOD, NJ 07648 | SEC/TREAS | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 140 SILVER SPRINGS DR, MILFORD, PA 18337-7774
- In care of
- % MICHAEL MARTIN
- Signed the 990-PF
- MICHAEL MARTIN, President & CEO
- Phone
- (917) 533-0087
- Return prepared by
- ARTHUR CARR
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 | Not on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-4464319
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $987,597
- Income (IRS master file)
- $610,742
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2023 | $1,825 | $170,028 | $987,597 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 26-4464319).
Questions about BERKOWITZ II FOUNDATION
- What is the EIN of BERKOWITZ II FOUNDATION?
- The employer identification number (EIN) of BERKOWITZ II FOUNDATION is 26-4464319.
- Is BERKOWITZ II FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to BERKOWITZ II FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERKOWITZ II FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERKOWITZ II 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 BERKOWITZ II FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2023.
- Who are the officers and directors of BERKOWITZ II FOUNDATION?
- The 990-PF for the year ended December 31, 2023 lists 3 people; 0 received compensation from the organization.
- How much revenue does BERKOWITZ II FOUNDATION have?
- On its 990-PF for the year ended December 31, 2023 it reported revenue of $1,825, expenses of $170,028 and total assets of $987,597 at year end.
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All nonprofits in MILFORD · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations