Jack And Florence Berlin Foundation

Littleton, CO
Tax-exempt since Oct. 2003
EIN: 72-1551106

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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

$463k (2024)

Expenses

$506k (2024)

Total Assets

$3.74M (2024)

Total Liabilities

$391k (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

$462,576

Expenses

$506,135

Net Income

-$43,559

Net Assets

$3,351,809

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,782	0.4%
Dividends	$9,067	2.0%
Sales of Assets	$40,499	8.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$397,021	78.4%
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	$3,742,422
Total Liabilities	$390,613
Net Assets	$3,351,809

Compensation

Key Employees and Officers	Compensation	Other
Patrice Berry (President)	$0	$0
Mark S Berry (Director)	$0	$0
Jeffrey H Berlin (Treasurer)	$0	$0
Shelia Berlin (Director)	$0	$0
Mark Allen (Secretary)	$0	$0
Marci Allen (Director)	$0	$0
Mimi Allen (Director)	$0	$0
Kathleen Thordsen Bartlett (Director)	$0	$0
Daniel L Smith Cpa (Director/Cpa)	$0	$0

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990-PF

Filed on Nov. 14, 2025

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

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XML

Fiscal Year Ending Dec.
2023

Revenue

$441,375

Expenses

$484,445

Net Income

-$43,070

Net Assets

$3,395,368

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$590	0.1%
Dividends	$8,727	2.0%
Sales of Assets	$21,462	4.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$370,931	76.6%
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	$3,666,774
Total Liabilities	$271,406
Net Assets	$3,395,368

Compensation

Key Employees and Officers	Compensation	Other
Patrice Berry (President)	$0	$0
Mark S Berry (Director)	$0	$0
Jeffrey H Berlin (Treasurer)	$0	$0
Shelia Berlin (Director)	$0	$0
Mark Allen (Secretary)	$0	$0
Marci Allen (Director)	$0	$0
Mimi Allen (Director)	$0	$0
Kathleen Thordsen Bartlett (Director)	$0	$0
Daniel L Smith Cpa (Director/Cpa)	$0	$0

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990-PF

Filed on Nov. 14, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$373,399

Expenses

$526,503

Net Income

-$153,104

Net Assets

$3,438,438

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$237	0.1%
Dividends	$11,104	3.0%
Sales of Assets	$8,819	2.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$378,060	71.8%
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	$3,671,005
Total Liabilities	$232,567
Net Assets	$3,438,438

Compensation

Key Employees and Officers	Compensation	Other
Patrice Berry (President)	$0	$0
Mark S Berry (Director)	$0	$0
Jeffrey H Berlin (Treasurer)	$0	$0
Shelia Berlin (Director)	$0	$0
Mark Allen (Secretary)	$0	$0
Marci Allen (Director)	$0	$0
Mimi Allen (Director)	$0	$0
Kathleen Thordsen Bartlett (Director)	$0	$0
Daniel L Smith Cpa (Director/Cpa)	$0	$0

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990-PF

Filed on Nov. 12, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$355,932

Expenses

$370,975

Net Income

-$15,043

Net Assets

$3,591,542

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.0%
Dividends	$7,597	2.1%
Sales of Assets	$3,384	1.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$284,286	76.6%
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	$3,911,970
Total Liabilities	$320,428
Net Assets	$3,591,542

Compensation

Key Employees and Officers	Compensation	Other
Patrice Berry (President)	$0	$0
Mark S Berry (Director)	$0	$0
Jeffrey H Berlin (Treasurer)	$0	$0
Shelia Berlin (Director)	$0	$0
Mark Allen (Secretary)	$0	$0
Marci Allen (Director)	$0	$0
Mimi Allen (Director)	$0	$0
Kathleen Thordsen Bartlett (Director)	$0	$0
Daniel L Smith Cpa (Director/Cpa)	$0	$0

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990-PF

Filed on Nov. 15, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$347,880

Expenses

$372,847

Net Income

-$24,967

Net Assets

$3,606,585

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$48	0.0%
Dividends	$7,888	2.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$289,878	77.7%
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	$3,981,606
Total Liabilities	$375,021
Net Assets	$3,606,585

Compensation

Key Employees and Officers	Compensation	Other
Patrice Berry (President)	$0	$0
Mark S Berry (Director)	$0	$0
Jeffrey H Berlin (Treasurer)	$0	$0
Shelia Berlin (Director)	$0	$0
Mark Allen (Secretary)	$0	$0
Marci Allen (Director)	$0	$0
Mimi Allen (Director)	$0	$0
Kathleen Thordsen Bartlett (Director)	$0	$0
Daniel L Smith Cpa (Director/Cpa)	$0	$0

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990-PF

Filed on Nov. 13, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$336,807

Expenses

$378,923

Net Income

-$42,116

Net Assets

$3,631,552

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$551	0.2%
Dividends	$10,597	3.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$301,443	79.6%
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	$3,724,011
Total Liabilities	$92,459
Net Assets	$3,631,552

Compensation

Key Employees and Officers	Compensation	Other
Patrice Berry (President)	$0	$0
Mark S Berry (Director)	$0	$0
Jeffrey H Berlin (Treasurer)	$0	$0
Shelia Berlin (Director)	$0	$0
Mark Allen (Secretary)	$0	$0
Marci Allen (Director)	$0	$0
Mimi Allen (Director)	$0	$0
Kathleen Thordsen Bartlett (Director)	$0	$0
Daniel L Smith Cpa (Director/Cpa)	$0	$0

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990-PF

Filed on Nov. 14, 2020

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

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XML

Fiscal Year Ending Dec.
2018

Revenue

$361,855

Expenses

$383,648

Net Income

-$21,793

Net Assets

$3,673,668

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,069	0.3%
Dividends	$12,857	3.6%
Sales of Assets	$22,275	6.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$282,256	73.6%
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	$3,712,253
Total Liabilities	$38,585
Net Assets	$3,673,668

Compensation

Key Employees and Officers	Compensation	Other
Patrice Berry (President)	$0	$0
Mark S Berry (Director)	$0	$0
Jeffrey H Berlin (Treasurer)	$0	$0
Shelia Berlin (Director)	$0	$0
Mark Allen (Secretary)	$0	$0
Marci Allen (Director)	$0	$0
Mimi Allen (Director)	$0	$0
Kathleen Thordsen Bartlett (Director)	$0	$0
Daniel L Smith Cpa (Director/Cpa)	$0	$0

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990-PF

Filed on Nov. 14, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$198,704

Expenses

$380,369

Net Income

-$181,665

Net Assets

$3,695,461

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,942	1.5%
Dividends	$7,173	3.6%
Sales of Assets	-$129,141
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$294,550	77.4%
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	$4,091,834
Total Liabilities	$396,373
Net Assets	$3,695,461

Compensation

Key Employees and Officers	Compensation	Other
Patrice Berry (President)	$0	$0
Mark S Berry (Director)	$0	$0
Jeffrey H Berlin (Treasurer)	$0	$0
Shelia Berlin (Director)	$0	$0
Mark Allen (Secretary)	$0	$0
Marci Allen (Director)	$0	$0
Mimi Allen (Director)	$0	$0
Kathleen Thordsen Bartlett (Director)	$0	$0
Daniel L Smith Cpa (Director/Cpa)	$0	$0

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990-PF

Filed on Nov. 8, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$356,569

Expenses

$401,176

Net Income

-$44,607

Net Assets

$3,877,126

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,906	0.5%
Dividends	$36,022	10.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$273,284	68.1%
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	$5,713,074
Total Liabilities	$1,835,948
Net Assets	$3,877,126

Compensation

Key Employees and Officers	Compensation	Other
Mary E Berlin (Secretary)	$0	$0
Patrice Berry (President)	$0	$0
Mark S Berry (Director)	$0	$0
Jeffrey H Berlin (Treasurer)	$0	$0
Shelia Berlin (Director)	$0	$0
Mark Allen (Director)	$0	$0
Marci Allen (Director)	$0	$0
Mimi Allen (Director)	$0	$0

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990-PF

Filed on Nov. 10, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$380,687

Expenses

$439,056

Net Income

-$58,369

Net Assets

$3,921,733

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,917	0.5%
Dividends	$41,024	10.8%
Sales of Assets	$35,739	9.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$273,902	62.4%
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	$5,635,999
Total Liabilities	$1,714,266
Net Assets	$3,921,733

Compensation

Key Employees and Officers	Compensation	Other
Mary E Berlin (Secretary)	$0	$0
Patrice E Berry (President)	$0	$0
Mark S Berry (Director)	$0	$0
Jeffrey H Berlin (Treasurer)	$0	$0
Shelia Berlin (Director)	$0	$0
Mark Allen (Director)	$0	$0
Marci Allen (Director)	$0	$0
Mimi Allen (Director)	$0	$0

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990-PF

Filed on June 10, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$397,321

Expenses

$413,524

Net Income

-$16,203

Net Assets

$3,980,102

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,931	0.5%
Dividends	$74,459	18.7%
Sales of Assets	$24,112	6.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$286,407	69.3%
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	$5,596,675
Total Liabilities	$1,616,573
Net Assets	$3,980,102

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$352,171

Expenses

$411,461

Net Income

-$59,290

Net Assets

$3,996,305

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,942	0.6%
Dividends	$37,769	10.7%
Sales of Assets	$10,430	3.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$281,907	68.5%
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	$5,494,623
Total Liabilities	$1,498,318
Net Assets	$3,996,305

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$436,725

Expenses

$390,518

Net Income

$46,207

Net Assets

$4,055,595

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,016	0.5%
Dividends	$91,309	20.9%
Sales of Assets	$21,387	4.9%
Other Income	$11	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$260,608	66.7%
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	$5,438,241
Total Liabilities	$1,382,646
Net Assets	$4,055,595

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$414,193

Expenses

$416,734

Net Income

-$2,541

Net Assets

$4,009,388

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,582	1.1%
Dividends	$92,024	22.2%
Sales of Assets	$31,162	7.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$251,337	60.3%
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	$5,271,417
Total Liabilities	$1,262,029
Net Assets	$4,009,388

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

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Jack And Florence Berlin Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $463k (2024)

Expenses $506k (2024)

Total Assets $3.74M (2024)

Total Liabilities $391k (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

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$463k (2024)

Expenses

$506k (2024)

Total Assets

$3.74M (2024)

Total Liabilities

$391k (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

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003