Lorraine And Joel Berman Family Foundation

Uniondale, NY
Tax-exempt since Nov. 2005
EIN: 20-3486841

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This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Revenue

$1.29k (2020)

Expenses

$612k (2020)

Total Assets

$0 (2020)

Total Liabilities

$0 (2020)

Source: Form 990 tax filings from 2011 to 2020

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.
2020

Revenue

$1,293

Expenses

$611,618

Net Income

-$610,325

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$504	39.0%
Interest Revenue	$0
Dividends	$789	61.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$608,422	99.5%
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	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Joel Berman (Director)	$0	$0
Lorraine Berman (Director)	$0	$0

990-PF

Filed on June 28, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$157,868

Expenses

$28,363

Net Income

$129,505

Net Assets

$610,324

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$155,298	98.4%
Interest Revenue	$0
Dividends	$3,385	2.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,207	95.9%
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	$610,325
Total Liabilities	$1
Net Assets	$610,324

Compensation

Key Employees and Officers	Compensation	Other
Joel Berman (Director)	$0	$0
Lorraine Berman (Director)	$0	$0

990-PF

Filed on Feb. 17, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$2,971

Expenses

$38,725

Net Income

-$35,754

Net Assets

$480,820

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,971	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,807	92.5%
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	$480,820
Total Liabilities	$0
Net Assets	$480,820

Compensation

Key Employees and Officers	Compensation	Other
Joel Berman (Director)	$0	$0
Lorraine Berman (Director)	$0	$0

990-PF

Filed on March 12, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$600,647

Expenses

$264,351

Net Income

$336,296

Net Assets

$516,574

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$603,751	> 100%
Interest Revenue	$0
Dividends	$228	0.0%
Sales of Assets	-$3,332
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$261,491	98.9%
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	$516,574
Total Liabilities	$0
Net Assets	$516,574

Compensation

Key Employees and Officers	Compensation	Other
Joel Berman (Director)	$0	$0
Lorraine Berman (Director)	$0	$0

990-PF

Filed on Feb. 13, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$226,462

Expenses

$80,817

Net Income

$145,645

Net Assets

$180,278

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$227,296	> 100%
Interest Revenue	$0
Dividends	$190	0.1%
Sales of Assets	-$1,024
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,099	97.9%
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	$180,278
Total Liabilities	$0
Net Assets	$180,278

Compensation

Key Employees and Officers	Compensation	Other
Joel Berman (Director)	$0	$0
Lorraine Berman (Director)	$0	$0

990-PF

Filed on March 17, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$108,277

Expenses

$145,284

Net Income

-$37,007

Net Assets

$34,633

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$110,508	> 100%
Interest Revenue	$0
Dividends	$7	0.0%
Sales of Assets	-$2,238
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,435	98.7%
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	$34,633
Total Liabilities	$0
Net Assets	$34,633

Compensation

Key Employees and Officers	Compensation	Other
Joel Berman (Director)	$0	$0
Lorraine Berman (Director)	$0	$0

990-PF

Filed on May 12, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$65,472

Expenses

$93,490

Net Income

-$28,018

Net Assets

$71,640

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$59,640	91.1%
Interest Revenue	$0
Dividends	$2,053	3.1%
Sales of Assets	$3,779	5.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,264	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	$71,640
Total Liabilities	$0
Net Assets	$71,640

Compensation

Key Employees and Officers	Compensation	Other
Joel Berman (Director)	$0	$0
Lorraine Berman (Director)	$0	$0

990-PF

Filed on April 30, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$97,798

Expenses

$1,435

Net Income

$96,363

Net Assets

$99,658

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$57,936	59.2%
Interest Revenue	$0
Dividends	$2,814	2.9%
Sales of Assets	$37,048	37.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,100	76.7%
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	$99,658
Total Liabilities	$0
Net Assets	$99,658

Compensation

Key Employees and Officers	Compensation	Other
Joel Berman (Director)	$0	$0
Lorraine Berman (Director)	$0	$0

990-PF

Filed on March 17, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$112,074

Expenses

$67,813

Net Income

$44,261

Net Assets

$40,342

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$70,765	63.1%
Interest Revenue	$39	0.0%
Dividends	$1,569	1.4%
Sales of Assets	$39,701	35.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,483	99.5%
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	$40,343
Total Liabilities	$1
Net Assets	$40,342

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$154

Expenses

$91,181

Net Income

-$91,027

Net Assets

$35,551

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

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,600	99.4%
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	$35,551
Total Liabilities	$0
Net Assets	$35,551

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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Updated September 25, 2025

Lorraine And Joel Berman Family Foundation

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.29k (2020)

Expenses $612k (2020)

Total Assets $0 (2020)

Total Liabilities $0 (2020)

Tax Filings by Year

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

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2010

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2009

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2008

No Extracted Financial Data

Document Links

990-PF

Revenue

$1.29k (2020)

Expenses

$612k (2020)

Total Assets

$0 (2020)

Total Liabilities

$0 (2020)

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.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2005