The Louis Berkowitz Family Foundation Inc

East Setauket, NY
Tax-exempt since Feb. 1984
EIN: 13-3190334

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$355k (2024)

Expenses

$205k (2024)

Total Assets

$3.53M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$354,808

Expenses

$205,057

Net Income

$149,751

Net Assets

$3,532,712

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$142,470	40.2%
Sales of Assets	$212,338	59.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$197,469	96.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,532,712
Total Liabilities	$0
Net Assets	$3,532,712

Compensation

Key Employees and Officers	Compensation	Other
Allison Farr (Vp & Board Member)	$0	$0
Gail Hoefener (President & Board Member)	$0	$0
Karen Hoefener (Secretary & Treasurer)	$0	$0
Laurie Chaplin (Vp & Board Member)	$0	$0
Andrew Schor (Vp & Board Member)	$0	$0
Amanda Chaplin (Vp & Board Member)	$0	$0

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990-PF

Filed on Nov. 3, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$154,499

Expenses

$188,492

Net Income

-$33,993

Net Assets

$3,362,517

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$154,499	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$188,492	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,362,517
Total Liabilities	$0
Net Assets	$3,362,517

Compensation

Key Employees and Officers	Compensation	Other
Allison Farr (Vp & Board Member)	$0	$0
Gail Hoefener (President & Board Member)	$0	$0
Lynn Schor (Vp & Board Member)	$0	$0
Karen Hoefener (Secretary & Treasurer)	$0	$0
Laurie Chaplin (Vp & Board Member)	$0	$0
Andrew Schor (Vp & Board Member)	$0	$0
Amanda Chaplin (Vp & Board Member (As Of 8/2023))	$0	$0

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990-PF

Filed on April 26, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$11,348

Expenses

$203,475

Net Income

-$192,127

Net Assets

$3,382,260

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$116,539	> 100%
Sales of Assets	-$105,194
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$187,175	92.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,396,260
Total Liabilities	$14,000
Net Assets	$3,382,260

Compensation

Key Employees and Officers	Compensation	Other
Allison Farr (Vp & Board Member)	$0	$0
Gail Hoefener (President/Treasurer)	$0	$0
Lynn Schor (Vp & Board Member)	$0	$0
Karen Hoefener (Secretary & Board Member)	$0	$0
Laurie Chaplin (Vp & Board Member)	$0	$0
Andrew Schor (Vp & Board Member)	$0	$0

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990-PF

Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$304,403

Expenses

$188,927

Net Income

$115,476

Net Assets

$3,574,387

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$102,337	33.6%
Sales of Assets	$202,065	66.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,195	97.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,588,387
Total Liabilities	$14,000
Net Assets	$3,574,387

Compensation

Key Employees and Officers	Compensation	Other
Allison Farr (Vp & Board Member)	$0	$0
Gail Hoefener (President/Treasurer)	$0	$0
Lynn Schor (Vp & Board Member)	$0	$0
Karen Hoefener (Secretary & Board Member)	$0	$0
Laurie Chaplin (Vp & Board Member)	$0	$0
Andrew Schor (Vp & Board Member)	$0	$0

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990-PF

Filed on Oct. 27, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$89,053

Expenses

$177,119

Net Income

-$88,066

Net Assets

$3,455,911

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$99,302	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,469	96.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,469,911
Total Liabilities	$14,000
Net Assets	$3,455,911

Compensation

Key Employees and Officers	Compensation	Other
Allison Hoefener (Vp & Board Member)	$0	$0
Gail Hoefener (President/Treasurer)	$0	$0
Lynn Schor (Vp & Board Member)	$0	$0
Karen Hoefener (Secretary & Board Member)	$0	$0
Laurie Chaplin (Vp & Board Member)	$0	$0
Andrew Schor (Vp & Board Member)	$0	$0

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990-PF

Filed on Nov. 29, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$207,053

Expenses

$176,620

Net Income

$30,433

Net Assets

$3,543,977

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$195,361	94.4%
Sales of Assets	$11,692	5.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,090	95.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,557,977
Total Liabilities	$14,000
Net Assets	$3,543,977

Compensation

Key Employees and Officers	Compensation	Other
Allison Hoefener (Vp & Board Member)	$0	$0
Gail Hoefener (President/Treasurer)	$0	$0
Lynn Schor (Vp & Board Member)	$0	$0
Karen Hoefener (Secretary & Board Member)	$0	$0
Laurie Chaplin (Vp & Board Member)	$0	$0
Andrew Schor (Vp & Board Member)	$0	$0

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990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$154,020

Expenses

$178,682

Net Income

-$24,662

Net Assets

$3,513,544

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$96,139	62.4%
Sales of Assets	$57,881	37.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,900	94.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,527,544
Total Liabilities	$14,000
Net Assets	$3,513,544

Compensation

Key Employees and Officers	Compensation	Other
Allison Hoefener (Vp & Board Member)	$0	$0
Gail Hoefener (President/Treasurer)	$0	$0
Lynn Schor (Vp & Board Member)	$0	$0
Karen Hoefener (Secretary & Board Member)	$0	$0
Laurie Chaplin (Vp & Board Member)	$0	$0
Andrew Schor (Vp & Board Member)	$0	$0

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990-PF

Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$112,887

Expenses

$174,455

Net Income

-$61,568

Net Assets

$3,538,206

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$157,910	> 100%
Sales of Assets	-$45,023
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,403	97.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,552,206
Total Liabilities	$14,000
Net Assets	$3,538,206

Compensation

Key Employees and Officers	Compensation	Other
Allison Hoefener (Vp & Board Member)	$0	$0
Frederick Siegmund (Secretary)	$0	$0
Gail Hoefener (President/Treasurer)	$0	$0
Lynn Schor (Vp & Board Member)	$0	$0
Karen Hoefener (Vp & Board Member)	$0	$0
Laurie Chaplin (Vp & Board Member)	$0	$0
Andrew Schor (Vp & Board Member)	$0	$0

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990-PF

Filed on Nov. 2, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2016

Revenue

$121,858

Expenses

$170,373

Net Income

-$48,515

Net Assets

$3,596,274

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$135,264	> 100%
Sales of Assets	-$13,406
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,273	97.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,610,274
Total Liabilities	$14,000
Net Assets	$3,596,274

Compensation

Key Employees and Officers	Compensation	Other
Allison Hoefener (Vp & Board Member)	$0	$0
Frederick Siegmund (Secretary)	$0	$0
Gail Hoefener (President/Treasurer)	$0	$0
Lynn Schor (Vp & Board Member)	$0	$0
Karen Hoefener (Vp & Board Member)	$0	$0
Laurie Chaplin (Vp & Board Member)	$0	$0
Andrew Schor (Vp & Board Member)	$0	$0

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990-PF

Filed on Nov. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$133,232

Expenses

$211,756

Net Income

-$78,524

Net Assets

$3,645,789

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$173,116	> 100%
Sales of Assets	-$39,884
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$201,656	95.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,659,789
Total Liabilities	$14,000
Net Assets	$3,645,789

Compensation

Key Employees and Officers	Compensation	Other
Allison Hoefener (Vp & Board Member)	$0	$0
Frederick Siegmund (Secretary)	$0	$0
Gail Hoefener (President/Treasurer)	$0	$0
Lynn Schor (Vp & Board Member)	$0	$0
Karen Hoefener (Vp & Board Member)	$0	$0
Laurie Chaplin (Vp & Board Member)	$0	$0
Andrew Schor (Vp & Board Member)	$0	$0

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990-PF

Filed on Aug. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$230,145

Expenses

$179,901

Net Income

$50,244

Net Assets

$3,724,313

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$187,590	81.5%
Sales of Assets	$42,555	18.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,443	98.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,738,313
Total Liabilities	$14,000
Net Assets	$3,724,313

Compensation

Key Employees and Officers	Compensation	Other
Allison Hoefener (Vp & Board Member)	$0	$0
Frederick Siegmund (Secretary)	$0	$0
Gail Hoefener (President/Treasurer)	$0	$0
Lynn Schor (Vp & Board Member)	$0	$0
Karen Hoefener (Vp & Board Member)	$0	$0
Laurie Chaplin (Vp & Board Member)	$0	$0
Andrew Schor (Vp & Board Member)	$0	$0

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990-PF

Filed on Nov. 10, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$115,173

Expenses

$187,036

Net Income

-$71,863

Net Assets

$3,673,069

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$173,224	> 100%
Sales of Assets	-$58,051
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$181,477	97.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,687,069
Total Liabilities	$14,000
Net Assets	$3,673,069

Compensation

Key Employees and Officers	Compensation	Other
Allison Hoefener (Board Member)	$0	$0
Frederick Siegmund (Secretary)	$0	$0
Gail Hoefener (President/Treasurer)	$0	$0
Lynn Schor (Board Member)	$0	$0
Karen Hoefener (Board Member)	$0	$0
Laurie Chaplin (Board Member)	$0	$0

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990-PF

Filed on Nov. 17, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$174,333

Expenses

$188,748

Net Income

-$14,415

Net Assets

$3,744,932

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$183,606	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$185,208	98.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,758,932
Total Liabilities	$14,000
Net Assets	$3,744,932

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$134,991

Expenses

$204,353

Net Income

-$69,362

Net Assets

$3,759,347

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$162,723	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$197,313	96.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,773,347
Total Liabilities	$14,000
Net Assets	$3,759,347

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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The Louis Berkowitz Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $355k (2024)

Expenses $205k (2024)

Total Assets $3.53M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$355k (2024)

Expenses

$205k (2024)

Total Assets

$3.53M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001