Nonprofit · EIN 46-5520735
HAROLD & MURIEL BERKMAN CHARITABLE FOUNDATION INC
Tax-exempt · LAKEWOOD RANCH, FL 34202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $93,266 | $71,477 | $21,789 | $34,611 | $0 | $34,611 |
| December 31, 2024 | 990-PF | $157,134 | $223,753 | -$66,619 | $12,822 | $0 | $12,822 |
| December 31, 2023 | 990-PF | $62,000 | $64,011 | -$2,011 | $79,441 | $0 | $79,441 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $93,266
Expenses
- Grants and similar amounts paid
- $56,000
- Compensation of officers, directors and key employees
- $7,250
- Disbursements for charitable purposes
- $56,000
Balance sheet and other
- Total assets, start of year
- $12,822
- Total assets, end of year
- $34,611
- Total liabilities, end of year
- $0
- Net assets, end of year
- $34,611
- Fair market value of assets
- $34,611
- Qualifying distributions
- $56,000
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 |
|---|---|---|---|
| Barry J Babin PhD 176 Orchard Row, Abita Springs, LA 70420 | Director | 3 | $2,000 |
| Nina Krey Ph D 14 Utah Avenue, Cherry Hill, NJ 08002 | Director | 1 | $1,500 |
| Stuart Berry 430 Coconut Circle, Weston, FL 33326 | Director | 1 | $1,250 |
| Laurie Babin PhD 176 Orchard Row, Abita Springs, LA 70420 | Director | 1 | $1,000 |
| Julie Moulard PhD 458 Loblolly Lane, Choudrant, LA 71227 | Director | 1 | $500 |
| Steve Horton 276 Meeler Circle, Bogart, GA 30623 | Director | 1 | $500 |
| David Ortinau Phd 17031 Kenton Ter, Lakewood Ranch, FL 34202 | Director | 1 | $500 |
| Karen A Berkman PhD 40 Horsefeather Lane, Hendersonville, NC 28792 | President | 4 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Barry J Babbin PhD Head of Dept of Marketing, Ruston, LA 71272 | Director | 3 | $2,000 |
| Stuart Berry 201 Alhambra Circle 14th FL, Coral Gables, FL 33134 | Director | 1 | $1,250 |
| Laurie Babin PhD 700 University Avenue, Monroe, LA 71209 | Director | 1 | $1,000 |
| Julie Moulard PhD 458 Loblolly Lane, Choudrant, LA 71227 | Director | 1 | $500 |
| Karen A Berkman PhD 40 Horsefeather Lane, Hendersonville, NC 28792 | President | 4 | $0 |
| Larry Braue 16421 Spring Valley Rd, Dade City, FL 33523 | Director | 3 | $0 |
| Nina Krey Ph D 812 Sunflower Way, Mantua, NJ 08051 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stuart Berry 201 Alhambra Circle 14th FL, Coral Gables, FL 33134 | Director | 1 | $1,250 |
| Nina Krey Ph D 812 Sunflower Way, Mantua, NJ 08051 | Director | 1 | $750 |
| Julie Moulard PhD 458 Loblolly Lane, Choudrant, LA 71227 | Director | 1 | $500 |
| Karen A Berkman PhD 40 Horsefeather Lane, Hendersonville, NC 28792 | President | 4 | $0 |
| Larry Braue 16421 Spring Valley Rd, Dade City, FL 33523 | Director | 3 | $0 |
| Barry J Babbin PhD Head of Dept of Marketing, Ruston, LA 71272 | Director | 3 | $0 |
| Laurie Babin PhD 700 University Avenue, Monroe, LA 71209 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 17031 KENTON TRACE TER, LAKEWOOD RANCH, FL 34202-0000
- In care of
- % KAREN BERKMAN
- Signed the 990-PF
- Karen A Berkman PhD, Director
- Phone
- (561) 968-4539
- Website
- www.berkmanfoundation.org
- Return prepared by
- H&CO 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 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
- 46-5520735
- 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)
- Human services (P99)
- Assets (IRS master file)
- $34,611
- Income (IRS master file)
- $93,266
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $93,266 | $71,477 | $34,611 | XML |
| 990-PF | December 2024 | $157,134 | $223,753 | $12,822 | XML |
| 990-PF | December 2023 | $62,000 | $64,011 | $79,441 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 46-5520735).
Questions about HAROLD & MURIEL BERKMAN CHARITABLE FOUNDATION INC
- What is the EIN of HAROLD & MURIEL BERKMAN CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of HAROLD & MURIEL BERKMAN CHARITABLE FOUNDATION INC is 46-5520735.
- Is HAROLD & MURIEL BERKMAN CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to HAROLD & MURIEL BERKMAN CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HAROLD & MURIEL BERKMAN CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAROLD & MURIEL BERKMAN 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 HAROLD & MURIEL BERKMAN 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 HAROLD & MURIEL BERKMAN CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 7 received compensation from the organization, the highest $2,000 (Barry J Babin PhD, Director).
- How much revenue does HAROLD & MURIEL BERKMAN CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $93,266, expenses of $71,477 and total assets of $34,611 at year end.
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