Nonprofit · EIN 87-6822088
MARIO AND LILIAN BERKOWITZ PRIVATE FOUNDATION
Also known as LILIAN BERKOWITZ TTEE
Tax-exempt · SURFSIDE, FL 33154
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $17,219 | $101,316 | -$84,097 | $76,397 | $0 | $76,397 |
| December 31, 2023 | 990-PF | $12,422 | $98,054 | -$85,632 | $160,494 | $0 | $160,494 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $2,299
- Interest
- $205
- Net gain from sales of assets
- $14,715
Expenses
- Grants and similar amounts paid
- $97,229
- Disbursements for charitable purposes
- $97,229
Balance sheet and other
- Total assets, start of year
- $160,494
- Total assets, end of year
- $76,397
- Total liabilities, end of year
- $0
- Net assets, end of year
- $76,397
- Fair market value of assets
- $77,591
- Qualifying distributions
- $97,229
- Net investment income
- $2,504
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 |
|---|---|---|---|
| MARIO BERKOWITZ 525 95TH STREET, SURFSIDE, FL 33154 | TRUSTEE | 1 | $0 |
| LILIAN BERKOWITZ 525 95TH STREET, SURFSIDE, FL 33154 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIO BERKOWITZ 525 95TH STREET, SURFSIDE, FL 33154 | TRUSTEE | 1 | $0 |
| LILIAN BERKOWITZ 525 95TH STREET, SURFSIDE, FL 33154 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 525 95TH ST, SURFSIDE, FL 33154-2424
- Signed the 990-PF
- MARIO BERKOWITZ, TRUSTEE
- Phone
- (954) 336-3139
- Return prepared by
- HIRSH AND COMPANY CPA'S
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
- 87-6822088
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Religion-related (X30)
- Assets (IRS master file)
- $76,397
- Income (IRS master file)
- $208,239
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $17,219 | $101,316 | $76,397 | XML |
| 990-PF | December 2023 | $12,422 | $98,054 | $160,494 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 87-6822088).
Questions about MARIO AND LILIAN BERKOWITZ PRIVATE FOUNDATION
- What is the EIN of MARIO AND LILIAN BERKOWITZ PRIVATE FOUNDATION?
- The employer identification number (EIN) of MARIO AND LILIAN BERKOWITZ PRIVATE FOUNDATION is 87-6822088.
- Is MARIO AND LILIAN BERKOWITZ PRIVATE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to MARIO AND LILIAN BERKOWITZ PRIVATE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does MARIO AND LILIAN BERKOWITZ PRIVATE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARIO AND LILIAN BERKOWITZ PRIVATE 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 MARIO AND LILIAN BERKOWITZ PRIVATE 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 MARIO AND LILIAN BERKOWITZ PRIVATE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does MARIO AND LILIAN BERKOWITZ PRIVATE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $17,219, expenses of $101,316 and total assets of $76,397 at year end.
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