Nonprofit · EIN 72-1551106
JACK AND FLORENCE BERLIN FOUNDATION
Tax-exempt · LITTLETON, CO 80127
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $462,576 | $506,135 | -$43,559 | $3,742,422 | $390,613 | $3,351,809 |
| December 31, 2023 | 990-PF | $441,375 | $484,445 | -$43,070 | $3,666,774 | $271,406 | $3,395,368 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $9,067
- Interest
- $1,782
- Net rental income
- $324,820
- Net gain from sales of assets
- $40,499
Expenses
- Grants and similar amounts paid
- $394,000
- Disbursements for charitable purposes
- $397,021
- Excise tax on investment income
- $4,350
Balance sheet and other
- Total assets, start of year
- $3,666,774
- Total assets, end of year
- $3,742,422
- Total liabilities, end of year
- $390,613
- Net assets, end of year
- $3,351,809
- Fair market value of assets
- $8,589,967
- Qualifying distributions
- $397,021
- Net investment income
- $422,077
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 |
|---|---|---|---|
| PATRICE BERRY 1 WREN, LITTLETON, CO 80127 | PRESIDENT | 10 | $0 |
| MARK S BERRY 1 WREN, LITTLETON, CO 80127 | DIRECTOR | 1 | $0 |
| JEFFREY H BERLIN 20 TIMBER RIDGE, CHAGRIN FALLS, OH 44022 | TREASURER | 5 | $0 |
| SHELIA BERLIN 20 TIMBER RIDGE, CHAGRIN FALLS, OH 44022 | DIRECTOR | 1 | $0 |
| MARK ALLEN 5051 SAN AQUARIO, SAN DIEGO, CA 92109 | SECRETARY | 1 | $0 |
| MARCI ALLEN 3318 BAYSIDE WALK, SAN DIEGO, CA 92109 | DIRECTOR | 1 | $0 |
| MIMI ALLEN 11778 CARMEL CREEK ROAD C205, SAN DIEGO, CA 92130 | DIRECTOR | 1 | $0 |
| KATHLEEN THORDSEN BARTLETT 13386 BRYANT, YUCAIPA, CA 92399 | DIRECTOR | 1 | $0 |
| DANIEL L SMITH CPA 5513 PREMIERE AVE, LAKEWOOD, CA 90712 | DIRECTOR/CPA | 5 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICE BERRY 1 WREN, LITTLETON, CO 80127 | PRESIDENT | 10 | $0 |
| MARK S BERRY 1 WREN, LITTLETON, CO 80127 | DIRECTOR | 1 | $0 |
| JEFFREY H BERLIN 20 TIMBER RIDGE, CHAGRIN FALLS, OH 44022 | TREASURER | 5 | $0 |
| SHELIA BERLIN 20 TIMBER RIDGE, CHAGRIN FALLS, OH 44022 | DIRECTOR | 1 | $0 |
| MARK ALLEN 5051 SAN AQUARIO, SAN DIEGO, CA 92109 | SECRETARY | 1 | $0 |
| MARCI ALLEN 3318 BAYSIDE WALK, SAN DIEGO, CA 92109 | DIRECTOR | 1 | $0 |
| MIMI ALLEN 11778 CARMEL CREEK ROAD C205, SAN DIEGO, CA 92130 | DIRECTOR | 1 | $0 |
| KATHLEEN THORDSEN BARTLETT 13386 BRYANT, YUCAIPA, CA 92399 | DIRECTOR | 1 | $0 |
| DANIEL L SMITH CPA 5513 PREMIERE AVE, LAKEWOOD, CA 90712 | DIRECTOR/CPA | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1 WREN, LITTLETON, CO 80127-5772
- In care of
- % JACK BERLIN
- Signed the 990-PF
- PATRICE BERRY, PRESIDENT
- Phone
- (310) 271-9037
- Return prepared by
- DANIEL L SMITH CPA
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 | Not 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
- 72-1551106
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,742,422
- Income (IRS master file)
- $479,020
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $462,576 | $506,135 | $3,742,422 | XML |
| 990-PF | December 2023 | $441,375 | $484,445 | $3,666,774 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 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 72-1551106).
Questions about JACK AND FLORENCE BERLIN FOUNDATION
- What is the EIN of JACK AND FLORENCE BERLIN FOUNDATION?
- The employer identification number (EIN) of JACK AND FLORENCE BERLIN FOUNDATION is 72-1551106.
- Is JACK AND FLORENCE BERLIN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to JACK AND FLORENCE BERLIN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JACK AND FLORENCE BERLIN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACK AND FLORENCE BERLIN FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JACK AND FLORENCE BERLIN FOUNDATION 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 JACK AND FLORENCE BERLIN FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does JACK AND FLORENCE BERLIN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $462,576, expenses of $506,135 and total assets of $3,742,422 at year end.
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