Dr Sidney M Berkowitz Lecture Trust Fund

Columbus, OH
Tax-exempt since Sept. 1985
EIN: 34-1477891

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.

Donations to this organization are tax deductible.

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

$4,467

Expenses

$8,719

Net Income

-$4,252

Net Assets

$74,656

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,708	60.6%
Sales of Assets	$1,759	39.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,695	76.8%
Compensation of Officers*	$4,000	45.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$74,656
Total Liabilities	$0
Net Assets	$74,656

Compensation

Key Employees and Officers	Compensation	Other
Huntington National Bank (Trustee)	$4,000	$0

990-PF

Filed on May 8, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$2,646

Expenses

$5,309

Net Income

-$2,663

Net Assets

$78,894

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,514	95.0%
Sales of Assets	$24	0.9%
Other Income	$108	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,300	62.2%
Compensation of Officers*	$4,000	75.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$78,894
Total Liabilities	$0
Net Assets	$78,894

Compensation

Key Employees and Officers	Compensation	Other
Huntington National Bank (Trustee)	$4,000	$0

990-PF

Filed on May 6, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$2,095

Expenses

$5,503

Net Income

-$3,408

Net Assets

$81,329

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,049	97.8%
Sales of Assets	$46	2.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,300	60.0%
Compensation of Officers*	$4,000	72.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$81,329
Total Liabilities	$0
Net Assets	$81,329

Compensation

Key Employees and Officers	Compensation	Other
Huntington National Bank (Trustee)	$4,000	$0

990-PF

Filed on May 11, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$10,121

Expenses

$5,319

Net Income

$4,802

Net Assets

$83,126

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,901	18.8%
Sales of Assets	$8,220	81.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,300	62.0%
Compensation of Officers*	$4,000	75.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$83,126
Total Liabilities	$0
Net Assets	$83,126

Compensation

Key Employees and Officers	Compensation	Other
Huntington National Bank (Trustee)	$4,000	$0

990-PF

Filed on May 9, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$3,647

Expenses

$5,104

Net Income

-$1,457

Net Assets

$79,980

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,340	64.2%
Sales of Assets	$1,307	35.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,055	59.9%
Compensation of Officers*	$4,010	78.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$79,981
Total Liabilities	$1
Net Assets	$79,980

Compensation

Key Employees and Officers	Compensation	Other
Huntington National Bank (Trustee)	$4,010	$0

990-PF

Filed on May 11, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$4,501

Expenses

$5,114

Net Income

-$613

Net Assets

$81,281

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,456	54.6%
Sales of Assets	$2,045	45.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,535	49.6%
Compensation of Officers*	$4,020	78.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$81,282
Total Liabilities	$1
Net Assets	$81,281

Compensation

Key Employees and Officers	Compensation	Other
Huntington National Bank (Trustee)	$4,020	$0

990-PF

Filed on May 26, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$5,357

Expenses

$7,587

Net Income

-$2,230

Net Assets

$82,222

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,303	43.0%
Sales of Assets	$3,054	57.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,208	81.8%
Compensation of Officers*	$2,125	28.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$82,222
Total Liabilities	$0
Net Assets	$82,222

Compensation

Key Employees and Officers	Compensation	Other
Huntington National Bank (Trustee)	$2,125	$0

990-PF

Filed on May 7, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$5,048

Expenses

$8,533

Net Income

-$3,485

Net Assets

$84,508

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,158	42.7%
Sales of Assets	$2,826	56.0%
Other Income	$64	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,385	86.5%
Compensation of Officers*	$1,750	20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$84,508
Total Liabilities	$0
Net Assets	$84,508

Compensation

Key Employees and Officers	Compensation	Other
Huntington National Bank (Trustee)	$1,750	$0

990-PF

Filed on May 9, 2018

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$2,428

Expenses

$4,110

Net Income

-$1,682

Net Assets

$87,980

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,928	79.4%
Sales of Assets	$500	20.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,005	73.1%
Compensation of Officers*	$1,750	42.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$87,980
Total Liabilities	$0
Net Assets	$87,980

Compensation

Key Employees and Officers	Compensation	Other
Huntington National Bank (Trustee)	$1,750	$0

990-PF

Filed on May 10, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$1,730

Expenses

$5,204

Net Income

-$3,474

Net Assets

$89,571

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,766	> 100%
Sales of Assets	-$36
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,955	76.0%
Compensation of Officers*	$1,750	33.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$89,571
Total Liabilities	$0
Net Assets	$89,571

Compensation

Key Employees and Officers	Compensation	Other
Huntington National Bank (Trustee)	$1,750	$0

990-PF

Filed on April 27, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$4,628

Expenses

$4,323

Net Income

$305

Net Assets

$93,058

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,184	47.2%
Sales of Assets	$2,444	52.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,214	74.3%
Compensation of Officers*	$1,750	40.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$93,058
Total Liabilities	$0
Net Assets	$93,058

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$10,772

Expenses

$9,892

Net Income

$880

Net Assets

$92,817

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$525	4.9%
Program Services	$0
Investment Income	$3,085	28.6%
Net Fundraising	$0
Sales of Assets	$7,162	66.5%
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$92,817
Total Liabilities	$0
Net Assets	$92,817

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$4,435

Expenses

$7,974

Net Income

-$3,539

Net Assets

$91,936

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$2,990	67.4%
Net Fundraising	$0
Sales of Assets	$1,445	32.6%
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$91,936
Total Liabilities	$0
Net Assets	$91,936

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$3,675

Expenses

$4,889

Net Income

-$1,214

Net Assets

$95,470

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$2,905	79.0%
Net Fundraising	$0
Sales of Assets	$770	21.0%
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$95,470
Total Liabilities	$0
Net Assets	$95,470

990-EZ

Short form tax return for a nonprofit’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.

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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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Dr Sidney M Berkowitz Lecture Trust Fund

Organization summary

Type of Nonprofit

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

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending Dec. 2011

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

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

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2002

Fiscal Year Ending Dec.
2001