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Jeff And Yolanda Berkowitz Family Charitable Foundation Inc

Jeff And Yolanda Berkowitz Family C
  • Coconut Grove, FL
  • Tax-exempt since Aug. 2014
  • EIN: 27-5215409

Organization summary

Type of Nonprofit

Designated as a 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.

Summary charts: organization finances over time

Revenue
$41.6k (2024)

Expenses
$125k (2024)

Total Assets
$56k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$41,557
Expenses
$125,456
Net Income
-$83,899
Net Assets
$55,964
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,727
11.4%
Sales of Assets $36,830
88.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $120,000
95.7%
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 $55,964
Total Liabilities $0
Net Assets $55,964
Compensation
Key Employees and Officers Compensation Other
Jeffrey Berkowitz (President) $0 $0
Yolanda Berkowitz (Treasurer) $0 $0
Richard Berkowitz (Secretary) $0 $0

Document Links

990-PF
Filed on March 26, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,029
Expenses
$33,736
Net Income
-$10,707
Net Assets
$139,863
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,707
20.4%
Sales of Assets $18,322
79.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,500
81.5%
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 $139,863
Total Liabilities $0
Net Assets $139,863
Compensation
Key Employees and Officers Compensation Other
Jeffrey Berkowitz (President) $0 $0
Yolanda Berkowitz (Treasurer) $0 $0
Richard Berkowitz (Secretary) $0 $0

Document Links

990-PF
Filed on March 14, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,029
Expenses
$42,059
Net Income
-$41,030
Net Assets
$150,570
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,982
> 100%
Sales of Assets -$2,953
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,000
83.2%
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 $150,570
Total Liabilities $0
Net Assets $150,570
Compensation
Key Employees and Officers Compensation Other
Jeffrey Berkowitz (President) $0 $0
Yolanda Berkowitz (Treasurer) $0 $0
Richard Berkowitz (Secretary) $0 $0

Document Links

990-PF
Filed on Nov. 9, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$72,857
Expenses
$85,999
Net Income
-$13,142
Net Assets
$191,600
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,456
6.1%
Sales of Assets $68,401
93.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $80,000
93.0%
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 $191,600
Total Liabilities $0
Net Assets $191,600
Compensation
Key Employees and Officers Compensation Other
Jeffrey Berkowitz (President) $0 $0
Yolanda Berkowitz (Treasurer) $0 $0
Richard Berkowitz (Secretary) $0 $0

Document Links

990-PF
Filed on Sept. 12, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,769
Expenses
$14,671
Net Income
-$12,902
Net Assets
$204,742
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,604
> 100%
Interest Revenue $0
Dividends $4,367
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,000
68.2%
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 $204,743
Total Liabilities $1
Net Assets $204,742
Compensation
Key Employees and Officers Compensation Other
Jeffrey Berkowitz (President) $0 $0
Yolanda Berkowitz (Treasurer) $0 $0
Richard Berkowitz (Secretary) $0 $0

Document Links

990-PF
Filed on Nov. 11, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,190
Expenses
$48,808
Net Income
-$38,618
Net Assets
$217,643
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,557
54.5%
Sales of Assets $4,633
45.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $40,000
82.0%
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 $217,644
Total Liabilities $1
Net Assets $217,643
Compensation
Key Employees and Officers Compensation Other
Jeffrey Berkowitz (President) $0 $0
Yolanda Berkowitz (Treasurer) $0 $0
Richard Berkowitz (Secretary) $0 $0

Document Links

990-PF
Filed on April 14, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,937
Expenses
$25,954
Net Income
-$17,017
Net Assets
$256,262
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,148
57.6%
Sales of Assets $3,789
42.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,000
77.1%
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 $256,262
Total Liabilities $0
Net Assets $256,262
Compensation
Key Employees and Officers Compensation Other
Jeffrey Berkowitz (President) $0 $0
Yolanda Berkowitz (Treasurer) $0 $0
Richard Berkowitz (Secretary) $0 $0

Document Links

990-PF
Filed on April 24, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,643
Expenses
$40,973
Net Income
-$31,330
Net Assets
$271,721
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,133
53.2%
Sales of Assets $4,474
46.4%
Other Income $36
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,000
85.4%
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 $271,721
Total Liabilities $0
Net Assets $271,721
Compensation
Key Employees and Officers Compensation Other
Jeffrey Berkowitz (President) $0 $0
Yolanda Berkowitz (Treasurer) $0 $0
Richard Berkowitz (Secretary) $0 $0

Document Links

990-PF
Filed on Nov. 8, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$63,477
Expenses
$160,803
Net Income
-$97,326
Net Assets
$303,051
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50,000
78.8%
Interest Revenue $0
Dividends $6,349
10.0%
Sales of Assets $6,594
10.4%
Other Income $534
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $150,000
93.3%
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 $303,051
Total Liabilities $0
Net Assets $303,051
Compensation
Key Employees and Officers Compensation Other
Jeffrey Berkowitz (President) $0 $0
Yolanda Berkowitz (Treasurer) $0 $0
Richard Berkowitz (Secretary) $0 $0

Document Links

990-PF
Filed on Oct. 26, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$36,746
Expenses
$170,636
Net Income
-$133,890
Net Assets
$400,377
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,704
26.4%
Sales of Assets $25,077
68.2%
Other Income $1,965
5.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $159,500
93.5%
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 $400,377
Total Liabilities $0
Net Assets $400,377
Compensation
Key Employees and Officers Compensation Other
Jeffrey Berkowitz (President) $0 $0
Yolanda Berkowitz (Treasurer) $0 $0
Richard Berkowitz (Secretary) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$140,747
Expenses
$341,362
Net Income
-$200,615
Net Assets
$534,267
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $68,600
48.7%
Interest Revenue $0
Dividends $13,556
9.6%
Sales of Assets $56,343
40.0%
Other Income $2,248
1.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $334,823
98.1%
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 $534,267
Total Liabilities $0
Net Assets $534,267
Compensation
Key Employees and Officers Compensation Other
Jeffrey Berkowitz (President) $0 $0
Yolanda Berkowitz (Treasurer) $0 $0
Richard Berkowitz (Secretary) $0 $0

Document Links

990-PF
Filed on Nov. 13, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$101,986
Expenses
$246,411
Net Income
-$144,425
Net Assets
$734,882
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,479
18.1%
Sales of Assets $81,166
79.6%
Other Income $2,341
2.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $230,800
93.7%
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 $734,882
Total Liabilities $0
Net Assets $734,882
Compensation
Key Employees and Officers Compensation Other
Jeffrey Berkowitz (President) $0 $0
Yolanda Berkowitz (Treasurer) $0 $0
Richard Berkowitz (Secretary) $0 $0

Document Links

990-PF
Filed on Nov. 14, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,220
Expenses
$216,043
Net Income
-$192,823
Net Assets
$879,307
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $24,466
> 100%
Sales of Assets $0
Other Income $484
2.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $206,400
95.5%
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 $879,307
Total Liabilities $0
Net Assets $879,307

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2011

No Extracted Financial Data

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

Document Links

990-PF

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.

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.

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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.

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