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Nonprofit · EIN 34-1477891

DR SIDNEY M BERKOWITZ LECTURE TRUST FUND

Tax-exempt · COLUMBUS, OH 43216

Financials

$3K$5K2023$4K$9K2024$5K$6K2025
Revenue Expenses · by fiscal year end
Financials of DR SIDNEY M BERKOWITZ LECTURE TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$4,685$5,909-$1,224$73,484$0$73,484
December 31, 2024990-PF$4,467$8,719-$4,252$74,656$0$74,656
December 31, 2023990-PF$2,646$5,309-$2,663$78,894$0$78,894
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$2,595
Net gain from sales of assets
$2,090

Expenses

Grants and similar amounts paid
$520
Compensation of officers, directors and key employees
$4,010
Disbursements for charitable purposes
$3,825
Excise tax on investment income
$37

Balance sheet and other

Total assets, start of year
$74,656
Total assets, end of year
$73,484
Total liabilities, end of year
$0
Net assets, end of year
$73,484
Fair market value of assets
$78,060
Qualifying distributions
$3,825
Net investment income
$4,685

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.

NameTitleHours / weekCompensation
HUNTINGTON NATIONAL BANK
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216
TRUSTEE1$4,010
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
HUNTINGTON NATIONAL BANK
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216
TRUSTEE1$4,000
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
HUNTINGTON NATIONAL BANK
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216
TRUSTEE1$4,000

Address and contacts

Address (IRS master file)
PO BOX 1558, COLUMBUS, OH 43216-1558
In care of
% HUNTINGTON NATIONAL BANK
Signed the 990-PF
HUNTINGTON NATIONAL BANK, VICE PRESIDENT
Phone
(330) 781-6892
Return prepared by
PWC US TAX 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
34-1477891
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
1985
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$73,484
Income (IRS master file)
$30,587

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$4,685$5,909$73,484XML
990-PFDecember 2024$4,467$8,719$74,656IRS
990-PFDecember 2023$2,646$5,309$78,894XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 34-1477891).

Questions about DR SIDNEY M BERKOWITZ LECTURE TRUST FUND

What is the EIN of DR SIDNEY M BERKOWITZ LECTURE TRUST FUND?
The employer identification number (EIN) of DR SIDNEY M BERKOWITZ LECTURE TRUST FUND is 34-1477891.
Is DR SIDNEY M BERKOWITZ LECTURE TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to DR SIDNEY M BERKOWITZ LECTURE TRUST FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DR SIDNEY M BERKOWITZ LECTURE TRUST FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of DR SIDNEY M BERKOWITZ LECTURE TRUST FUND 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 DR SIDNEY M BERKOWITZ LECTURE TRUST FUND 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 DR SIDNEY M BERKOWITZ LECTURE TRUST FUND?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,010 (HUNTINGTON NATIONAL BANK, TRUSTEE).
How much revenue does DR SIDNEY M BERKOWITZ LECTURE TRUST FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,685, expenses of $5,909 and total assets of $73,484 at year end.

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