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Nonprofit · EIN 65-0565251

JOSEPH R NAROT ENDOWMENT FUND INC

Tax-exempt · MIAMI, FL 33132

Financials

$233K$219K2023$332K$343K2024
Revenue Expenses · by fiscal year end
Financials of JOSEPH R NAROT ENDOWMENT FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$332,197$342,532-$10,335$4,508,607$0$4,508,607
June 30, 2024990$232,507$219,258$13,249$4,459,957$0$4,459,957
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$332,197
Net gain from sales of assets
$120,906
Other revenue
$0

Expenses

Grants and similar amounts paid
$300,159
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$13,292
Accounting fees
$5,000
Program services (functional)
$300,159
Management and general (functional)
$42,373

Balance sheet and other

Total assets, start of year
$4,459,957
Total assets, end of year
$4,508,607
Total liabilities, end of year
$0
Net assets, end of year
$4,508,607
Net assets without donor restrictions
$4,508,607
Gross receipts
$983,932
Employees
0
Volunteers
0
Year formed
1992
State of legal domicile
FL

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 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
PETER L BERMONTPRESIDENT/TRUSTEE
Trustee or director, Officer
1$0
GERALD K SCHWARTZVICE PRESIDENT/TRUSTEE
Trustee or director, Officer
1$0
MARK TEITELBAUMTREASURER/TRUSTEE
Trustee or director, Officer
1$0
JOAN SCHAEFFERSECRETARY/TRUSTEE
Trustee or director, Officer
1$0
JAYNE ABESSTRUSTEE
Trustee or director
0$0
MARSHA ELSERTRUSTEE
Trustee or director
0$0
JOHN KANTERTRUSTEE
Trustee or director
0$0
MARC LAMBTRUSTEE
Trustee or director
0$0
HENRY WOLFF JRTRUSTEE
Trustee or director
0$0
990 for the year ended June 30, 2024: 9 people
NameTitleHours / weekCompensation
PETER L BERMONTPRESIDENT/TRUSTEE
Trustee or director, Officer
1$0
GERALD K SCHWARTZVICE PRESIDENT/TRUSTEE
Trustee or director, Officer
1$0
MARK TEITELBAUMTREASURER/TRUSTEE
Trustee or director, Officer
1$0
JOAN SCHAEFFERSECRETARY/TRUSTEE
Trustee or director, Officer
1$0
JAYNE ABESSTRUSTEE
Trustee or director
0$0
MARSHA ELSERTRUSTEE
Trustee or director
0$0
JOHN KANTERTRUSTEE
Trustee or director
0$0
MARC LAMBTRUSTEE
Trustee or director
0$0
HENRY WOLFF JRTRUSTEE
Trustee or director
0$0

Address and contacts

Address (IRS master file)
137 NE 19TH ST, MIAMI, FL 33132-1010
In care of
% ALAN B HEILIG
Principal officer (990 for 2024)
PETER BERMONT, 137 NE 19TH STREET, MIAMI, FL 33132
Signed the 990
PETER BERMONT, CHAIRMAN
Phone
(305) 573-5900
Return prepared by
ROSENBAUM SOBEL WEINRUB & BURNS LLC

Mission

SUPPORT FOR TEMPLE ISRAEL OF GREATER MIAMI

990 for the year ended June 30, 2025

Program accomplishments

  • ASSISTED IN THE SUPPORT OF THE RELIGIOUS ACTIVITES OF TEMPLE ISRAEL OF GREATER MIAMI AND DECREASING THE COST OF MAINTAINING AND REPAIRING ITS PHYSICAL PLANT
    Expenses $300,159 · grants $300,159

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
65-0565251
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1995
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,508,607
Income (IRS master file)
$983,932

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$332,197$342,532$4,508,607XML
990June 2024$232,507$219,258$4,459,957XML
990June 2023$315,872$220,881$4,257,316IRS
990June 2022$313,948$206,959$4,105,685IRS
990June 2021–––IRS
990June 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 65-0565251).

Questions about JOSEPH R NAROT ENDOWMENT FUND INC

What is the EIN of JOSEPH R NAROT ENDOWMENT FUND INC?
The employer identification number (EIN) of JOSEPH R NAROT ENDOWMENT FUND INC is 65-0565251.
Is JOSEPH R NAROT ENDOWMENT FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to JOSEPH R NAROT ENDOWMENT FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does JOSEPH R NAROT ENDOWMENT FUND INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of JOSEPH R NAROT ENDOWMENT FUND INC 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 JOSEPH R NAROT ENDOWMENT FUND INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of JOSEPH R NAROT ENDOWMENT FUND INC?
The 990 for the year ended June 30, 2025 names PETER BERMONT.
Who are the officers and directors of JOSEPH R NAROT ENDOWMENT FUND INC?
The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does JOSEPH R NAROT ENDOWMENT FUND INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $332,197, expenses of $342,532 and total assets of $4,508,607 at year end.

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