The Daniel And Karen Berman Foundation

Wilmington, DE
Tax-exempt since June 2006
EIN: 20-3966126

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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.

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

Donations to this organization are tax deductible.

Revenue

$213k (2024)

Expenses

$217k (2024)

Total Assets

$1.29M (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

$213,191

Expenses

$217,250

Net Income

-$4,059

Net Assets

$1,293,267

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,148	4.3%
Dividends	$44,514	20.9%
Sales of Assets	$159,529	74.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$216,389	99.6%
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	$1,293,267
Total Liabilities	$0
Net Assets	$1,293,267

Compensation

Key Employees and Officers	Compensation	Other
Daniel S Berman (Pres, Dir, Sec)	$0	$0
Karen Berman (Dir, Vp)	$0	$0

990-PF

Filed on April 25, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$51,428

Expenses

$213,938

Net Income

-$162,510

Net Assets

$1,297,326

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,228	21.8%
Dividends	$40,228	78.2%
Sales of Assets	-$28
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$213,326	99.7%
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	$1,297,326
Total Liabilities	$0
Net Assets	$1,297,326

Compensation

Key Employees and Officers	Compensation	Other
Daniel S Berman (Pres, Dir, Sec)	$0	$0
Karen Berman (Dir, Vp)	$0	$0

990-PF

Filed on Sept. 12, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$41,495

Expenses

$212,162

Net Income

-$170,667

Net Assets

$1,459,836

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$118	0.3%
Dividends	$41,377	99.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$211,662	99.8%
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	$1,459,836
Total Liabilities	$0
Net Assets	$1,459,836

Compensation

Key Employees and Officers	Compensation	Other
Daniel S Berman (Pres, Dir, Sec)	$0	$0
Karen Berman (Dir, Vp)	$0	$0

990-PF

Filed on July 6, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$38,879

Expenses

$159,742

Net Income

-$120,863

Net Assets

$1,630,503

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$159	0.4%
Dividends	$38,720	99.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,932	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	$1,630,503
Total Liabilities	$0
Net Assets	$1,630,503

Compensation

Key Employees and Officers	Compensation	Other
Daniel S Berman (Pres, Dir, Sec)	$0	$0
Karen Berman (Dir, Vp)	$0	$0

990-PF

Filed on Aug. 30, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$923,577

Expenses

$77,880

Net Income

$845,697

Net Assets

$1,751,365

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$259	0.0%
Dividends	$38,708	4.2%
Sales of Assets	$884,610	95.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,825	87.1%
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	$1,751,366
Total Liabilities	$1
Net Assets	$1,751,365

Compensation

Key Employees and Officers	Compensation	Other
Daniel S Berman (Pres, Dir, Sec)	$0	$0
Karen Berman (Dir, Vp)	$0	$0

990-PF

Filed on Sept. 9, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$45,611

Expenses

$35,249

Net Income

$10,362

Net Assets

$905,668

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$211	0.5%
Dividends	$45,401	99.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,449	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	$905,669
Total Liabilities	$1
Net Assets	$905,668

Compensation

Key Employees and Officers	Compensation	Other
Daniel S Berman (Pres, Dir, Sec)	$0	$0
Karen Berman (Dir, Vp)	$0	$0

990-PF

Filed on Sept. 30, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$42,383

Expenses

$39,935

Net Income

$2,448

Net Assets

$895,307

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$133	0.3%
Dividends	$42,417	> 100%
Sales of Assets	-$167
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,035	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	$895,307
Total Liabilities	$0
Net Assets	$895,307

Compensation

Key Employees and Officers	Compensation	Other
Daniel S Berman (Pres, Dir, Sec)	$0	$0
Karen Berman (Dir, Vp)	$0	$0

990-PF

Filed on May 13, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$41,846

Expenses

$15,875

Net Income

$25,971

Net Assets

$942,859

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$82	0.2%
Dividends	$41,764	99.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,075	95.0%
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	$942,859
Total Liabilities	$0
Net Assets	$942,859

Compensation

Key Employees and Officers	Compensation	Other
Daniel S Berman (Pres / Dir / Sec)	$0	$0
Karen Berman (Vp / Dir)	$0	$0

990-PF

Filed on May 9, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$219,920

Expenses

$282,352

Net Income

-$62,432

Net Assets

$916,888

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$118	0.1%
Dividends	$40,149	18.3%
Sales of Assets	$179,653	81.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$280,449	99.3%
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	$916,888
Total Liabilities	$0
Net Assets	$916,888

Compensation

Key Employees and Officers	Compensation	Other
Daniel S Berman (Pres / Dir / Sec)	$0	$0
Karen Berman (Vp / Dir)	$0	$0

990-PF

Filed on May 26, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$40,474

Expenses

$117,065

Net Income

-$76,591

Net Assets

$979,320

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$143	0.4%
Dividends	$42,836	> 100%
Sales of Assets	-$2,505
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,981	99.1%
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	$979,320
Total Liabilities	$0
Net Assets	$979,320

Compensation

Key Employees and Officers	Compensation	Other
Daniel S Berman (Pres / Dir / Sec)	$0	$0
Karen Berman (Vp / Dir)	$0	$0

990-PF

Filed on Aug. 11, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$93,209

Expenses

$126,472

Net Income

-$33,263

Net Assets

$1,055,911

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$394	0.4%
Dividends	$39,910	42.8%
Sales of Assets	$52,905	56.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,621	99.3%
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	$1,055,911
Total Liabilities	$0
Net Assets	$1,055,911

Compensation

Key Employees and Officers	Compensation	Other
Daniel S Berman (Pres / Dir / Sec)	$0	$0
Karen Berman (Vp / Dir)	$0	$0

990-PF

Filed on May 5, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$70,352

Expenses

$80,252

Net Income

-$9,900

Net Assets

$1,089,174

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,421	2.0%
Dividends	$36,064	51.3%
Sales of Assets	$32,867	46.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,442	99.0%
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	$1,089,174
Total Liabilities	$0
Net Assets	$1,089,174

Compensation

Key Employees and Officers	Compensation	Other
Daniel S Berman (Pres / Dir / Sec)	$0	$0
Karen Berman (Vp / Dir)	$0	$0

990-PF

Filed on April 30, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$29,616

Expenses

$62,398

Net Income

-$32,782

Net Assets

$1,099,073

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,241	7.6%
Dividends	$27,375	92.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,798	99.0%
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	$1,099,074
Total Liabilities	$1
Net Assets	$1,099,073

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$277,833

Expenses

$59,630

Net Income

$218,203

Net Assets

$1,131,855

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,516	0.9%
Dividends	$19,633	7.1%
Sales of Assets	$255,684	92.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,017	93.9%
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	$1,131,856
Total Liabilities	$1
Net Assets	$1,131,855

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The Daniel And Karen Berman Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $213k (2024)

Expenses $217k (2024)

Total Assets $1.29M (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

$213k (2024)

Expenses

$217k (2024)

Total Assets

$1.29M (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