Nonprofit · EIN 65-6351894
THE WILLIAM AND DALE BERKOWITZ FAMILY FOUNDATION INC
Tax-exempt · RED BANK, NJ 07701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $51,231 | $15,006 | $36,225 | $92,866 | $0 | $92,866 |
| December 31, 2023 | 990-PF | $42,177 | $14,835 | $27,342 | $56,641 | $0 | $56,641 |
| December 31, 2022 | 990-PF | $16,765 | $16,799 | -$34 | $33,699 | $4,400 | $29,299 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $500
- Dividends
- $9,319
- Interest
- $1,215
- Net gain from sales of assets
- $38,809
- Other income
- $1,388
Expenses
- Grants and similar amounts paid
- $2,575
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,575
- Excise tax on investment income
- $562
Balance sheet and other
- Total assets, start of year
- $56,641
- Total assets, end of year
- $92,866
- Total liabilities, end of year
- $0
- Net assets, end of year
- $92,866
- Fair market value of assets
- $92,866
- Qualifying distributions
- $2,575
- Net investment income
- $50,731
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID L BERKOWITZ 125 HALF MILE ROAD SUITE 200, RED BANK, NJ 07701 | TREASURER | 0.1 | $0 |
| DALE BERKOWITZ 89 KINGFISHER DRIVE, MIDDLETOWN, NJ 07748 | PRESIDENT | 0 | $0 |
| JEFFREY BERKOWITZ 7082 PROSPERITY CIRCLE, SARASOTA, FL 34238 | PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID L BERKOWITZ 125 HALF MILE ROAD SUITE 200, RED BANK, NJ 07701 | TREASURER | 0.1 | $0 |
| DALE BERKOWITZ 89 KINGFISHER DRIVE, MIDDLETOWN, NJ 07748 | PRESIDENT | 0 | $0 |
| JEFFREY BERKOWITZ 7082 PROSPERITY CIRCLE, SARASOTA, FL 34238 | PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID L BERKOWITZ 125 Half Mile Road, Suite 200, Red Bank, NJ 07701 | TREASURER | 0.1 | $0 |
| DALE BERKOWITZ 89 Kingfisher Drive, Middletown, NJ 07748 | PRESIDENT | 0 | $0 |
| JEFFREY BERKOWITZ 7082 PROSPERITY CIRCLE, SARASOTA, FL 34238 | PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 125 HALF MILE RD STE 200, RED BANK, NJ 07701-6749
- In care of
- % DAVID L BERKOWITZ
- Signed the 990-PF
- DAVID BERKOWITZ, TREASURER
- Phone
- (732) 800-2375
- Return prepared by
- HOLMAN FRENIA ALLISON PC
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 | Check at the IRS |
| 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
- 65-6351894
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $74,322
- Income (IRS master file)
- $1
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $51,231 | $15,006 | $92,866 | XML |
| 990-PF | December 2023 | $42,177 | $14,835 | $56,641 | XML |
| 990-PF | December 2022 | $16,765 | $16,799 | $33,699 | XML |
| 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 65-6351894).
Questions about THE WILLIAM AND DALE BERKOWITZ FAMILY FOUNDATION INC
- What is the EIN of THE WILLIAM AND DALE BERKOWITZ FAMILY FOUNDATION INC?
- The employer identification number (EIN) of THE WILLIAM AND DALE BERKOWITZ FAMILY FOUNDATION INC is 65-6351894.
- Is THE WILLIAM AND DALE BERKOWITZ FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to THE WILLIAM AND DALE BERKOWITZ FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE WILLIAM AND DALE BERKOWITZ FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE WILLIAM AND DALE BERKOWITZ FAMILY 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 THE WILLIAM AND DALE BERKOWITZ FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE WILLIAM AND DALE BERKOWITZ FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE WILLIAM AND DALE BERKOWITZ FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $51,231, expenses of $15,006 and total assets of $92,866 at year end.
Other nonprofits in RED BANK
- BRIAN & JOELLE KELLY FAMILY FDN EIN 26-6139249 · last filed 990-PF for 2025
- FUND FOR INDIVIDUAL POTENTIAL EIN 26-6112299 · last filed 990-PF for 2025
- CECELIA HAND NELSON & MORGAN HAND II MEMORIAL SCHOLARSHIP 1513850404 EIN 23-7790152 · last filed 990-PF for 2025
- LAVELLE 4 FOUNDATION EIN 99-2447097 · last filed 990-PF for 2025
- MORGAN & MARY G HAND SCHOLARSHIP FUND 1513601674 EIN 23-7873029 · last filed 990-PF for 2025
- PETER AND JOSEPHINE GRAYSON FOUNDATION EIN 13-3949093 · last filed 990-PF for 2025
- ROBERT M KAYE FOUNDATION INC EIN 38-3645619 · last filed 990-PF for 2025
- BEATY FAM FOUNDATION EIN 05-6149406 · last filed 990-PF for 2025
All nonprofits in RED BANK · New Jersey · Philanthropy, voluntarism and grantmaking foundations