Lois High Berstler Memorial Endowment Fund

Orlando, FL
Tax-exempt since May 2008
EIN: 25-6902686

Receive an email when new data is available for this organization.

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 / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$69.3k (2024)

Expenses

$50.5k (2024)

Total Assets

$845k (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

$69,321

Expenses

$50,528

Net Income

$18,793

Net Assets

$845,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,335	36.5%
Sales of Assets	$43,986	63.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,693	90.4%
Compensation of Officers*	$8,766	17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$845,280
Total Liabilities	$0
Net Assets	$845,280

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$8,766	$0

990-PF

Filed on April 18, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$6,346

Expenses

$48,657

Net Income

-$42,311

Net Assets

$826,267

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,130	> 100%
Sales of Assets	-$15,255
Other Income	$1,471	23.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,457	91.4%
Compensation of Officers*	$7,936	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$826,267
Total Liabilities	$0
Net Assets	$826,267

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$7,936	$0

990-PF

Filed on April 17, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$11,550

Expenses

$50,948

Net Income

-$39,398

Net Assets

$868,601

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$113	1.0%
Dividends	$16,783	> 100%
Sales of Assets	-$5,346
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,756	87.8%
Compensation of Officers*	$8,398	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$868,601
Total Liabilities	$0
Net Assets	$868,601

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$8,398	$0

990-PF

Filed on May 1, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$135,911

Expenses

$52,735

Net Income

$83,176

Net Assets

$906,473

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$17,493	12.9%
Sales of Assets	$118,416	87.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,207	83.8%
Compensation of Officers*	$9,465	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$906,473
Total Liabilities	$0
Net Assets	$906,473

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$9,465	$0

990-PF

Filed on May 2, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$138,361

Expenses

$46,213

Net Income

$92,148

Net Assets

$824,610

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,398	11.1%
Sales of Assets	$122,780	88.7%
Other Income	$183	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,000	90.9%
Compensation of Officers*	$7,962	17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$824,611
Total Liabilities	$1
Net Assets	$824,610

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$7,962	$0

990-PF

Filed on April 27, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$22,675

Expenses

$47,036

Net Income

-$24,361

Net Assets

$733,181

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,479	81.5%
Sales of Assets	$4,196	18.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,654	80.1%
Compensation of Officers*	$7,730	16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$733,182
Total Liabilities	$1
Net Assets	$733,181

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Co (Trustee)	$7,730	$0

990-PF

Filed on June 8, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$47,086

Expenses

$46,483

Net Income

$603

Net Assets

$757,547

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,249	43.0%
Sales of Assets	$26,837	57.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,872	98.7%
Compensation of Officers*	$8,002	17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$757,547
Total Liabilities	$0
Net Assets	$757,547

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Co (Trustee)	$8,002	$0

990-PF

Filed on May 6, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$13,148

Expenses

$46,611

Net Income

-$33,463

Net Assets

$756,943

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,884	> 100%
Sales of Assets	-$4,736
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,442	82.5%
Compensation of Officers*	$7,722	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$756,943
Total Liabilities	$0
Net Assets	$756,943

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Co (Trustee)	$7,722	$0

990-PF

Filed on April 23, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$20,786

Expenses

$47,620

Net Income

-$26,834

Net Assets

$790,406

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$16,210	78.0%
Sales of Assets	$4,132	19.9%
Other Income	$434	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,041	84.1%
Compensation of Officers*	$7,445	15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$790,406
Total Liabilities	$0
Net Assets	$790,406

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Co (Trustee)	$7,445	$0

990-PF

Filed on April 21, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$29,512

Expenses

$50,823

Net Income

-$21,311

Net Assets

$815,245

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28	0.1%
Dividends	$14,262	48.3%
Sales of Assets	$6,742	22.8%
Other Income	$8,480	28.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,601	79.9%
Compensation of Officers*	$7,760	15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$815,245
Total Liabilities	$0
Net Assets	$815,245

Compensation

Key Employees and Officers	Compensation	Other
National Penn Investors Trust Co (Trustee)	$7,760	$0

990-PF

Filed on May 6, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$149,189

Expenses

$73,196

Net Income

$75,993

Net Assets

$828,799

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23	0.0%
Dividends	$10,767	7.2%
Sales of Assets	$138,399	92.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,669	51.5%
Compensation of Officers*	$18,476	25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$828,799
Total Liabilities	$0
Net Assets	$828,799

Compensation

Key Employees and Officers	Compensation	Other
National Penn Investors Trust Co (Trustee)	$18,476	$0

990-PF

Filed on May 11, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$38,194

Expenses

$48,392

Net Income

-$10,198

Net Assets

$751,259

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,544	40.7%
Sales of Assets	$22,650	59.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,773	80.1%
Compensation of Officers*	$12,394	25.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$751,259
Total Liabilities	$0
Net Assets	$751,259

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$31,561

Expenses

$49,852

Net Income

-$18,291

Net Assets

$759,661

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,784	56.3%
Sales of Assets	$13,777	43.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,743	77.7%
Compensation of Officers*	$11,800	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$759,661
Total Liabilities	$0
Net Assets	$759,661

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$153,143

Expenses

$48,723

Net Income

$104,420

Net Assets

$780,202

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,201	13.8%
Sales of Assets	$131,942	86.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,198	76.3%
Compensation of Officers*	$12,790	26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$780,202
Total Liabilities	$0
Net Assets	$780,202

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.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

Lois High Berstler Memorial Endowment Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $69.3k (2024)

Expenses $50.5k (2024)

Total Assets $845k (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

Document Links

990-PF

Revenue

$69.3k (2024)

Expenses

$50.5k (2024)

Total Assets

$845k (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