Nonprofit · EIN 27-5215409
JEFF AND YOLANDA BERKOWITZ FAMILY CHARITABLE FOUNDATION INC
Also known as JEFF AND YOLANDA BERKOWITZ FAMILY C
Tax-exempt · COCONUT GROVE, FL 33133
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,201 | $5,685 | -$3,484 | $52,480 | $0 | $52,480 |
| December 31, 2024 | 990-PF | $41,557 | $125,456 | -$83,899 | $55,964 | $0 | $55,964 |
| December 31, 2023 | 990-PF | $23,029 | $33,736 | -$10,707 | $139,863 | $0 | $139,863 |
| December 31, 2021 | 990-PF | $72,857 | $85,999 | -$13,142 | $191,600 | $0 | $191,600 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $2,201
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
Balance sheet and other
- Total assets, start of year
- $55,964
- Total assets, end of year
- $52,480
- Total liabilities, end of year
- $0
- Net assets, end of year
- $52,480
- Fair market value of assets
- $52,480
- Net investment income
- $2,201
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 |
|---|---|---|---|
| JEFFREY BERKOWITZ 2665 S BAYSHORE DRIVE STE 1200, COCONUT GROVE, FL 33133 | PRESIDENT | 1 | $0 |
| YOLANDA BERKOWITZ 2665 S BAYSHORE DRIVE STE 1200, COCONUT GROVE, FL 33133 | TREASURER | 1 | $0 |
| RICHARD BERKOWITZ 2665 S BAYSHORE DRIVE STE 1200, COCONUT GROVE, FL 33133 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY BERKOWITZ 2665 S BAYSHORE DRIVE STE 1200, COCONUT GROVE, FL 33133 | PRESIDENT | 1 | $0 |
| YOLANDA BERKOWITZ 2665 S BAYSHORE DRIVE STE 1200, COCONUT GROVE, FL 33133 | TREASURER | 1 | $0 |
| RICHARD BERKOWITZ 2665 S BAYSHORE DRIVE STE 1200, COCONUT GROVE, FL 33133 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeffrey Berkowitz 2665 S Bayshore Drive Ste 1200, Coconut Grove, FL 33133 | President | 1 | $0 |
| Yolanda Berkowitz 2665 S Bayshore Drive Ste 1200, Coconut Grove, FL 33133 | Treasurer | 1 | $0 |
| Richard Berkowitz 2665 S Bayshore Drive Ste 1200, Coconut Grove, FL 33133 | Secretary | 1 | $0 |
990-PF for the year ended December 31, 2021: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeffrey Berkowitz 2665 S Bayshore Drive Ste 1200, Coconut Grove, FL 33133 | President | 1 | $0 |
| Yolanda Berkowitz 2665 S Bayshore Drive Ste 1200, Coconut Grove, FL 33133 | Treasurer | 1 | $0 |
| Richard Berkowitz 2665 S Bayshore Drive Ste 1200, Coconut Grove, FL 33133 | Secretary | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2665 S BAYSHORE DR STE 1200, COCONUT GROVE, FL 33133-5468
- In care of
- % BERKOWITZ POLLACK BRANT
- Signed the 990-PF
- YOLANDA BERKOWITZ, TREASURER
- Phone
- (305) 854-2800
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
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
- 27-5215409
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $52,480
- Income (IRS master file)
- $2,201
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,201 | $5,685 | $52,480 | XML |
| 990-PF | December 2024 | $41,557 | $125,456 | $55,964 | XML |
| 990-PF | December 2023 | $23,029 | $33,736 | $139,863 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $72,857 | $85,999 | $191,600 | XML |
| 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 27-5215409).
Questions about JEFF AND YOLANDA BERKOWITZ FAMILY CHARITABLE FOUNDATION INC
- What is the EIN of JEFF AND YOLANDA BERKOWITZ FAMILY CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of JEFF AND YOLANDA BERKOWITZ FAMILY CHARITABLE FOUNDATION INC is 27-5215409.
- Is JEFF AND YOLANDA BERKOWITZ FAMILY CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to JEFF AND YOLANDA BERKOWITZ FAMILY CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JEFF AND YOLANDA BERKOWITZ FAMILY CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JEFF AND YOLANDA BERKOWITZ FAMILY CHARITABLE 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 JEFF AND YOLANDA BERKOWITZ FAMILY CHARITABLE 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 JEFF AND YOLANDA BERKOWITZ FAMILY CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JEFF AND YOLANDA BERKOWITZ FAMILY CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,201, expenses of $5,685 and total assets of $52,480 at year end.
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