Berman Family Foundation Inc

Jacksonville, FL
Tax-exempt since April 2000
EIN: 59-3613920

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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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$191k (2025)

Expenses

$188k (2025)

Total Assets

$2.2M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

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 June
2025

Revenue

$190,968

Expenses

$187,563

Net Income

$3,405

Net Assets

$2,196,192

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	2.6%
Interest Revenue	$328	0.2%
Dividends	$70,716	37.0%
Sales of Assets	$114,907	60.2%
Other Income	$17	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$164,000	87.4%
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	$2,196,192
Total Liabilities	$0
Net Assets	$2,196,192

Compensation

Key Employees and Officers	Compensation	Other
Rochelle B Stoddard (President)	$0	$0
Rebecca Jansson (Secretary)	$0	$0
Eric Berman (Vp)	$0	$0
David Stoddard (Vice President)	$0	$0

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990-PF

Filed on Aug. 12, 2025

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

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Schedules ▼

XML

Fiscal Year Ending June
2024

Revenue

$144,771

Expenses

$188,546

Net Income

-$43,775

Net Assets

$2,192,787

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,139	2.2%
Dividends	$74,236	51.3%
Sales of Assets	$67,352	46.5%
Other Income	$44	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,000	88.6%
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	$2,192,787
Total Liabilities	$0
Net Assets	$2,192,787

Compensation

Key Employees and Officers	Compensation	Other
Rochelle B Stoddard (President)	$0	$0
Rebecca Jansson (Secretary)	$0	$0
Eric Berman (Vp)	$0	$0
David Stoddard (Vice President)	$0	$0

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990-PF

Filed on Aug. 30, 2024

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

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PDF XML

Fiscal Year Ending June
2023

Revenue

$136,794

Expenses

$187,874

Net Income

-$51,080

Net Assets

$2,236,562

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$75,000	54.8%
Interest Revenue	$31	0.0%
Dividends	$69,939	51.1%
Sales of Assets	-$8,176
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,000	89.4%
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	$2,236,562
Total Liabilities	$0
Net Assets	$2,236,562

Compensation

Key Employees and Officers	Compensation	Other
Rochelle B Stoddard (President)	$0	$0
Rebecca Jansson (Secretary)	$0	$0
Eric Berman (Vp)	$0	$0
David Stoddard (Vice President)	$0	$0

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990-PF

Filed on Sept. 1, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$359,501

Expenses

$221,975

Net Income

$137,526

Net Assets

$2,287,642

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$270,065	75.1%
Interest Revenue	$17	0.0%
Dividends	$58,803	16.4%
Sales of Assets	$30,616	8.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$192,000	86.5%
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	$2,287,642
Total Liabilities	$0
Net Assets	$2,287,642

Compensation

Key Employees and Officers	Compensation	Other
Rochelle B Stoddard (President)	$0	$0
Rebecca Jansson (Secretary)	$0	$0
Eric Berman (Vp)	$0	$0
David Stoddard (Vice President)	$0	$0

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990-PF

Filed on Aug. 31, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$356,164

Expenses

$152,808

Net Income

$203,356

Net Assets

$2,150,116

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	0.3%
Interest Revenue	$9	0.0%
Dividends	$56,876	16.0%
Sales of Assets	$298,279	83.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,000	80.5%
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	$2,150,116
Total Liabilities	$0
Net Assets	$2,150,116

Compensation

Key Employees and Officers	Compensation	Other
Rochelle B Stoddard (President)	$0	$0
Rebecca Jansson (Secretary)	$0	$0
Eric Berman (Vp)	$0	$0
David Stoddard (Vice President)	$0	$0

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990-PF

Filed on Feb. 3, 2022

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

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Schedules ▼

XML

Fiscal Year Ending June
2020

Revenue

$318,797

Expenses

$149,707

Net Income

$169,090

Net Assets

$1,946,759

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$832	0.3%
Dividends	$70,648	22.2%
Sales of Assets	$247,317	77.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,500	83.8%
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	$1,946,760
Total Liabilities	$1
Net Assets	$1,946,759

Compensation

Key Employees and Officers	Compensation	Other
Rochelle B Stoddard (President)	$0	$0
Rebecca Jansson (Secretary)	$0	$0
Eric Berman (Vp)	$0	$0
David Stoddard (Vice President)	$0	$0

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990-PF

Filed on Feb. 5, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2019

Revenue

$76,824

Expenses

$152,254

Net Income

-$75,430

Net Assets

$1,777,670

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$393	0.5%
Dividends	$71,095	92.5%
Sales of Assets	$5,336	6.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,000	84.1%
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	$1,777,670
Total Liabilities	$0
Net Assets	$1,777,670

Compensation

Key Employees and Officers	Compensation	Other
Rochelle B Stoddard (President)	$0	$0
Rebecca Jansson (Secretary)	$0	$0
Eric Berman (Vp)	$0	$0
David Stoddard (Vice President)	$0	$0

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990-PF

Filed on Nov. 12, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$126,673

Expenses

$148,526

Net Income

-$21,853

Net Assets

$1,853,100

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,000	2.4%
Interest Revenue	$231	0.2%
Dividends	$64,441	50.9%
Sales of Assets	$59,001	46.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,000	84.2%
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	$1,853,100
Total Liabilities	$0
Net Assets	$1,853,100

Compensation

Key Employees and Officers	Compensation	Other
Rochelle B Stoddard (President)	$0	$0
Rebecca Jansson (Secretary)	$0	$0
Eric Berman (Vp)	$0	$0
David Stoddard (Vice President)	$0	$0

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990-PF

Filed on Nov. 12, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$70,776

Expenses

$141,864

Net Income

-$71,088

Net Assets

$1,874,953

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$68,098	96.2%
Sales of Assets	$2,677	3.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,000	83.9%
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	$1,874,953
Total Liabilities	$0
Net Assets	$1,874,953

Compensation

Key Employees and Officers	Compensation	Other
Rochelle B Stoddard (President)	$0	$0
Charles Berman (Vp)	$0	$0
Eric Berman (Vp)	$0	$0
David Stoddard (Vp)	$0	$0

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990-PF

Filed on Sept. 18, 2017

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

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Fiscal Year Ending June
2016

Revenue

$88,360

Expenses

$145,790

Net Income

-$57,430

Net Assets

$1,946,041

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$71,650	81.1%
Sales of Assets	$16,709	18.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,000	81.6%
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	$1,946,041
Total Liabilities	$0
Net Assets	$1,946,041

Compensation

Key Employees and Officers	Compensation	Other
Rochelle B Stoddard (President)	$0	$0
Charles Berman (Vp)	$0	$0
Eric Berman (Vp)	$0	$0
David Stoddard (Vp)	$0	$0

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990-PF

Filed on Sept. 29, 2016

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

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PDF XML

PDF (2 of 2)

Fiscal Year Ending June
2015

Revenue

$178,901

Expenses

$111,023

Net Income

$67,878

Net Assets

$2,003,471

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$73,636	41.2%
Sales of Assets	$105,261	58.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,000	77.5%
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	$2,003,471
Total Liabilities	$0
Net Assets	$2,003,471

Compensation

Key Employees and Officers	Compensation	Other
Rochelle B Stoddard (Vp Sec Treas)	$0	$0
Charles Berman (President)	$0	$0
Eric Berman (Vp)	$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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Fiscal Year Ending June
2014

Revenue

$87,264

Expenses

$110,593

Net Income

-$23,329

Net Assets

$1,935,593

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$61	0.1%
Interest Revenue	$1	0.0%
Dividends	$71,752	82.2%
Sales of Assets	$15,450	17.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,000	77.8%
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	$1,935,593
Total Liabilities	$0
Net Assets	$1,935,593

Compensation

Key Employees and Officers	Compensation	Other
Rochelle B Stoddard (Secretary)	$0	$0
Charles Berman (President)	$0	$0
Eric Berman (Vp)	$0	$0

990-PF

Filed on Aug. 28, 2014

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

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Schedules ▼

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Fiscal Year Ending June
2013

Revenue

$71,316

Expenses

$113,079

Net Income

-$41,763

Net Assets

$1,958,921

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$61	0.1%
Interest Revenue	$0
Dividends	$70,745	99.2%
Sales of Assets	$510	0.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,250	79.8%
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	$1,958,922
Total Liabilities	$1
Net Assets	$1,958,921

990-PF

Filed on Oct. 28, 2013

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

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Fiscal Year Ending June
2012

Revenue

$280,608

Expenses

$111,654

Net Income

$168,954

Net Assets

$2,000,684

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$202,399	72.1%
Interest Revenue	$22	0.0%
Dividends	$63,817	22.7%
Sales of Assets	$14,370	5.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,750	81.3%
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	$2,000,685
Total Liabilities	$1
Net Assets	$2,000,684

990-PF

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

PDF

Fiscal Year Ending June
2011

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 June
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

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.

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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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Berman Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $191k (2025)

Expenses $188k (2025)

Total Assets $2.2M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$191k (2025)

Expenses

$188k (2025)

Total Assets

$2.2M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002

Fiscal Year Ending June
2001