Fred And Bryna Berman Family Foundation Inc

Berman Frederick B Ttee

Philadelphia, PA
Tax-exempt since Feb. 2002
EIN: 26-0001020

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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

$113k (2023)

Expenses

$808k (2023)

Total Assets

$1.5M (2023)

Total Liabilities

$3.71k (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Revenue

$112,923

Expenses

$807,603

Net Income

-$694,680

Net Assets

$1,496,493

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$445	0.4%
Dividends	$15,751	13.9%
Sales of Assets	$96,714	85.6%
Other Income	$13	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$796,189	98.6%
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	$1,500,199
Total Liabilities	$3,706
Net Assets	$1,496,493

Compensation

Key Employees and Officers	Compensation	Other
Fred Berman (Managing Trustee)	$0	$0
Bryna Berman (Managing Trustee)	$0	$0

990-PF

Filed on Nov. 7, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$70,122

Expenses

$441,161

Net Income

-$371,039

Net Assets

$1,684,956

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$82	0.1%
Dividends	$18,293	26.1%
Sales of Assets	$51,487	73.4%
Other Income	$260	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$430,669	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	$1,685,309
Total Liabilities	$353
Net Assets	$1,684,956

Compensation

Key Employees and Officers	Compensation	Other
Fred Berman (Managing Trustee)	$0	$0
Bryna Berman (Managing Trustee)	$0	$0

990-PF

Filed on July 31, 2023

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$75,864

Expenses

$397,228

Net Income

-$321,364

Net Assets

$1,718,568

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$16,524	21.8%
Sales of Assets	$59,336	78.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$384,922	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	$1,720,466
Total Liabilities	$1,898
Net Assets	$1,718,568

Compensation

Key Employees and Officers	Compensation	Other
Fred Berman (Managing Trustee)	$0	$0
Bryna Berman (Managing Trustee)	$0	$0

990-PF

Filed on June 8, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$57,032

Expenses

$190,796

Net Income

-$133,764

Net Assets

$1,749,696

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.0%
Dividends	$19,934	35.0%
Sales of Assets	$37,083	65.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$179,513	94.1%
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	$1,752,046
Total Liabilities	$2,350
Net Assets	$1,749,696

Compensation

Key Employees and Officers	Compensation	Other
Fred Berman (Managing Trustee)	$0	$0
Bryna Berman (Managing Trustee)	$0	$0

990-PF

Filed on Nov. 4, 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

$98,766

Expenses

$909,113

Net Income

-$810,347

Net Assets

$1,883,082

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,200	4.3%
Interest Revenue	$324	0.3%
Dividends	$28,868	29.2%
Sales of Assets	$65,374	66.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$893,903	98.3%
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	$1,888,450
Total Liabilities	$5,368
Net Assets	$1,883,082

Compensation

Key Employees and Officers	Compensation	Other
Fred Berman (Managing Trustee)	$0	$0
Bryna Berman (Managing Trustee)	$0	$0

990-PF

Filed on June 12, 2020

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.
2018

Revenue

$107,968

Expenses

$393,782

Net Income

-$285,814

Net Assets

$2,691,616

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$934	0.9%
Dividends	$35,255	32.7%
Sales of Assets	$71,779	66.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$332,745	84.5%
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	$2,719,091
Total Liabilities	$27,475
Net Assets	$2,691,616

Compensation

Key Employees and Officers	Compensation	Other
Fred Berman (Managing Trustee)	$0	$0
Bryna Berman (Managing Trustee)	$0	$0

990-PF

Filed on July 23, 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

$2,333,546

Expenses

$786,392

Net Income

$1,547,154

Net Assets

$2,977,430

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,762	0.2%
Dividends	$23,245	1.0%
Sales of Assets	$2,306,539	98.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$773,743	98.4%
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	$2,984,248
Total Liabilities	$6,818
Net Assets	$2,977,430

Compensation

Key Employees and Officers	Compensation	Other
Fred Berman (Managing Trustee)	$0	$0
Bryna Berman (Managing Trustee)	$0	$0

990-PF

Filed on Aug. 1, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$79,712

Expenses

$396,803

Net Income

-$317,091

Net Assets

$2,452,005

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$11,092	13.9%
Sales of Assets	$68,618	86.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$385,183	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	$2,452,005
Total Liabilities	$0
Net Assets	$2,452,005

Compensation

Key Employees and Officers	Compensation	Other
Fred Berman (Managing Trustee)	$0	$0
Bryna Berman (Managing Trustee)	$0	$0

990-PF

Filed on July 18, 2017

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.
2015

Revenue

$632,503

Expenses

$321,676

Net Income

$310,827

Net Assets

$2,572,994

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$419,342	66.3%
Interest Revenue	$7	0.0%
Dividends	$15,903	2.5%
Sales of Assets	$197,251	31.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$314,300	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	$2,572,994
Total Liabilities	$0
Net Assets	$2,572,994

Compensation

Key Employees and Officers	Compensation	Other
Fred Berman (Managing Trustee)	$0	$0
Bryna Berman (Managing Trustee)	$0	$0

990-PF

Filed on July 27, 2016

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$993,772

Expenses

$249,080

Net Income

$744,692

Net Assets

$2,262,402

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$980,014	98.6%
Interest Revenue	$4	0.0%
Dividends	$3,444	0.3%
Sales of Assets	$10,310	1.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$245,735	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	$2,437,445
Total Liabilities	$175,043
Net Assets	$2,262,402

Compensation

Key Employees and Officers	Compensation	Other
Fred Berman (Managing Trustee)	$0	$0
Bryna Berman (Managing Trustee)	$0	$0

990-PF

Filed on Aug. 25, 2015

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$1,829,627

Expenses

$167,829

Net Income

$1,661,798

Net Assets

$1,804,664

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,701,186	93.0%
Interest Revenue	$20	0.0%
Dividends	$3,339	0.2%
Sales of Assets	$125,082	6.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$163,400	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	$1,804,664
Total Liabilities	$0
Net Assets	$1,804,664

Compensation

Key Employees and Officers	Compensation	Other
Fred Berman (Managing Trustee)	$0	$0
Bryna Berman (Managing Trustee)	$0	$0

990-PF

Filed on Oct. 6, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$197,131

Expenses

$134,900

Net Income

$62,231

Net Assets

$266,671

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$159,000	80.7%
Interest Revenue	$4	0.0%
Dividends	$38,127	19.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,750	99.9%
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	$266,672
Total Liabilities	$1
Net Assets	$266,671

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$206,352

Expenses

$105,229

Net Income

$101,123

Net Assets

$204,940

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$206,350	100.0%
Interest Revenue	$2	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,079	99.9%
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	$204,941
Total Liabilities	$1
Net Assets	$204,940

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

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Fred And Bryna Berman Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $113k (2023)

Expenses $808k (2023)

Total Assets $1.5M (2023)

Total Liabilities $3.71k (2023)

Tax Filings by Year

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

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$113k (2023)

Expenses

$808k (2023)

Total Assets

$1.5M (2023)

Total Liabilities

$3.71k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

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2021

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2020

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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.
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2002

Fiscal Year Ending Dec.
2001