Howard R And Joy M Berlin Foundation

Carefree, AZ
Tax-exempt since Aug. 1995
EIN: 22-3330579

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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 / Unknown (T60Z) (NTEE)

Donations to this organization are tax deductible.

Revenue

$132k (2024)

Expenses

$122k (2024)

Total Assets

$2.77M (2024)

Total Liabilities

$0 (2024)

Years with missing data

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 Sept.
2024

Revenue

$132,404

Expenses

$121,650

Net Income

$10,754

Net Assets

$2,767,699

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$140,119	> 100%
Sales of Assets	-$13,162
Other Income	$5,447	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,138	92.2%
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	$2,767,699
Total Liabilities	$0
Net Assets	$2,767,699

Compensation

Key Employees and Officers	Compensation	Other
Howard R Berlin (President)	$0	$0
Joy M Berlin (Vice President)	$0	$0
Howard R Berlin Jr (Director)	$0	$0
Carter F Berlin (Director)	$0	$0

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990-PF

Filed on Jan. 30, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2023

Revenue

$154,743

Expenses

$76,350

Net Income

$78,393

Net Assets

$2,770,170

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$154,743	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,906	77.2%
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	$2,771,060
Total Liabilities	$890
Net Assets	$2,770,170

Compensation

Key Employees and Officers	Compensation	Other
Howard R Berlin (President)	$0	$0
Joy M Berlin (Vice President)	$0	$0
Howard R Berlin Jr (Director)	$0	$0
Carter F Berlin (Director)	$0	$0

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990-PF

Filed on Feb. 5, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2022

Revenue

$44,173

Expenses

$215,606

Net Income

-$171,433

Net Assets

$2,695,417

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$127,238	> 100%
Sales of Assets	-$83,065
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$215,606	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	$2,696,307
Total Liabilities	$890
Net Assets	$2,695,417

Compensation

Key Employees and Officers	Compensation	Other
Howard R Berlin (President)	$0	$0
Joy M Berlin (Vice President)	$0	$0
Howard R Berlin Jr (Director)	$0	$0
Carter F Berlin (Director)	$0	$0

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990-PF

Filed on June 8, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2021

Revenue

$117,596

Expenses

$205,689

Net Income

-$88,093

Net Assets

$2,871,795

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$117,596	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$205,689	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	$2,872,685
Total Liabilities	$890
Net Assets	$2,871,795

Compensation

Key Employees and Officers	Compensation	Other
Howard R Berlin (President)	$0	$0
Joy M Berlin (Vice President)	$0	$0
Howard R Berlin Jr (Director)	$0	$0
Carter F Berlin (Director)	$0	$0

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990-PF

Filed on June 8, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2019

Revenue

$89,966

Expenses

$291,703

Net Income

-$201,737

Net Assets

$3,250,571

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$148,383	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$283,250	97.1%
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	$3,251,461
Total Liabilities	$890
Net Assets	$3,250,571

Compensation

Key Employees and Officers	Compensation	Other
Howard R Berlin Sr (President/Director)	$0	$0
Joy M Berlin (Vice President/Director)	$0	$0
Howard R Berlin Jr (Director)	$0	$0
Carter F Berlin (Director)	$0	$0

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990-PF

Filed on Feb. 26, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2018

Revenue

-$85,242

Expenses

$183,298

Net Income

-$268,540

Net Assets

$3,452,308

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$160,017
Sales of Assets	-$245,259
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$178,475	97.4%
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	$3,453,198
Total Liabilities	$890
Net Assets	$3,452,308

Compensation

Key Employees and Officers	Compensation	Other
Howard R Berlin Sr (President/Director)	$0	$0
Joy M Berlin (Vice President/Director)	$0	$0
Howard R Berlin Jr (Director)	$0	$0
Carter F Berlin (Director)	$0	$0

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990-PF

Filed on April 12, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Sept.
2015

Revenue

$30,449

Expenses

$251,513

Net Income

-$221,064

Net Assets

$3,931,634

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$162,715	> 100%
Sales of Assets	$0
Other Income	$4,400	14.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$243,625	96.9%
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	$3,932,524
Total Liabilities	$890
Net Assets	$3,931,634

990-PF

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

PDF

Fiscal Year Ending Sept.
2014

Revenue

$292,052

Expenses

$342,637

Net Income

-$50,585

Net Assets

$4,152,698

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$159,762	54.7%
Sales of Assets	$124,196	42.5%
Other Income	$8,092	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$332,650	97.1%
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	$4,153,522
Total Liabilities	$824
Net Assets	$4,152,698

990-PF

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

PDF

Fiscal Year Ending Sept.
2013

Revenue

$17,652

Expenses

$191,021

Net Income

-$173,369

Net Assets

$4,203,283

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$176,634	> 100%
Sales of Assets	$0
Other Income	$8	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$183,400	96.0%
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	$4,204,107
Total Liabilities	$824
Net Assets	$4,203,283

990-PF

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

PDF

Fiscal Year Ending Sept.
2012

Revenue

$176,365

Expenses

$191,271

Net Income

-$14,906

Net Assets

$4,376,652

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$178,794	> 100%
Sales of Assets	$0
Other Income	$18	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$183,800	96.1%
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	$4,377,476
Total Liabilities	$824
Net Assets	$4,376,652

990-PF

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

PDF

Fiscal Year Ending Sept.
2011

Revenue

$166,395

Expenses

$266,030

Net Income

-$99,635

Net Assets

$4,391,558

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27	0.0%
Dividends	$166,173	99.9%
Sales of Assets	$0
Other Income	$195	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$257,320	96.7%
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	$4,392,360
Total Liabilities	$802
Net Assets	$4,391,558

990-PF

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

PDF

Fiscal Year Ending Sept.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Sept.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

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

About This Data

What Is This Data?

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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.

Types of Nonprofits

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Updated June 30, 2025

Howard R And Joy M Berlin Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $132k (2024)

Expenses $122k (2024)

Total Assets $2.77M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2010

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2009

No Extracted Financial Data

Revenue

$132k (2024)

Expenses

$122k (2024)

Total Assets

$2.77M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001