Joseph And Penny Berenbaum Family Foundation

Denver, CO
Tax-exempt since Dec. 1995
EIN: 84-1288807

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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

$68.5k (2024)

Expenses

$50.3k (2024)

Total Assets

$491k (2024)

Total Liabilities

$0 (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

$68,488

Expenses

$50,331

Net Income

$18,157

Net Assets

$490,687

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,555	18.3%
Sales of Assets	$55,933	81.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,500	96.4%
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	$490,687
Total Liabilities	$0
Net Assets	$490,687

Compensation

Key Employees and Officers	Compensation	Other
James B Berenbaum (President)	$0	$0
Charon K Berenbaum (Secretary)	$0	$0
Sandra E Berenbaum (Treasurer)	$0	$0

990-PF

Filed on April 29, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$24,130

Expenses

$51,622

Net Income

-$27,492

Net Assets

$472,530

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,625	60.6%
Sales of Assets	$9,505	39.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,000	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	$472,530
Total Liabilities	$0
Net Assets	$472,530

Compensation

Key Employees and Officers	Compensation	Other
James B Berenbaum (President)	$0	$0
Charon K Berenbaum (Secretary)	$0	$0
Sandra E Berenbaum (Treasurer)	$0	$0

990-PF

Filed on May 6, 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

$27,422

Expenses

$45,332

Net Income

-$17,910

Net Assets

$500,022

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,626	31.5%
Sales of Assets	$18,796	68.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,000	94.9%
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	$500,022
Total Liabilities	$0
Net Assets	$500,022

Compensation

Key Employees and Officers	Compensation	Other
James B Berenbaum (President)	$0	$0
Charon K Berenbaum (Secretary)	$0	$0
Sandra E Berenbaum (Treasurer)	$0	$0

990-PF

Filed on May 8, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$46,584

Expenses

$44,720

Net Income

$1,864

Net Assets

$517,932

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,143	30.4%
Sales of Assets	$32,441	69.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,000	96.2%
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	$517,932
Total Liabilities	$0
Net Assets	$517,932

Compensation

Key Employees and Officers	Compensation	Other
James B Berenbaum (President)	$0	$0
Charon K Berenbaum (Secretary)	$0	$0
Sandra E Berenbaum (Treasurer)	$0	$0

990-PF

Filed on May 10, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$28,392

Expenses

$50,298

Net Income

-$21,906

Net Assets

$516,067

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,908	24.3%
Sales of Assets	$21,484	75.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,000	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	$516,068
Total Liabilities	$1
Net Assets	$516,067

Compensation

Key Employees and Officers	Compensation	Other
James B Berenbaum (President)	$0	$0
Charon K Berenbaum (Secretary)	$0	$0
Sandra E Berenbaum (Treasurer)	$0	$0

990-PF

Filed on April 9, 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

$28,327

Expenses

$44,052

Net Income

-$15,725

Net Assets

$537,973

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,850	38.3%
Sales of Assets	$17,477	61.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,000	95.3%
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	$537,974
Total Liabilities	$1
Net Assets	$537,973

Compensation

Key Employees and Officers	Compensation	Other
James B Berenbaum (President)	$0	$0
Charon K Berenbaum (Secretary)	$0	$0
Sandra E Berenbaum (Treasurer)	$0	$0

990-PF

Filed on April 29, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$62,340

Expenses

$41,092

Net Income

$21,248

Net Assets

$553,699

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,756	18.9%
Sales of Assets	$50,584	81.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,000	94.9%
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	$553,699
Total Liabilities	$0
Net Assets	$553,699

Compensation

Key Employees and Officers	Compensation	Other
James B Berenbaum (President)	$0	$0
Penny Berenbaum (Vice President)	$0	$0
Charon K Berenbaum (Secretary)	$0	$0
Sandra E Berenbaum (Treasurer)	$0	$0

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990-PF

Filed on April 15, 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

$25,559

Expenses

$38,285

Net Income

-$12,726

Net Assets

$512,164

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,535	49.0%
Sales of Assets	$13,024	51.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,000	96.6%
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	$512,164
Total Liabilities	$0
Net Assets	$512,164

Compensation

Key Employees and Officers	Compensation	Other
James B Berenbaum (President)	$0	$0
Penny Berenbaum (Vice President)	$0	$0
Charon K Berenbaum (Secretary)	$0	$0
Sandra E Berenbaum (Treasurer)	$0	$0

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990-PF

Filed on April 26, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$17,495

Expenses

$39,834

Net Income

-$22,339

Net Assets

$524,890

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,759	44.3%
Sales of Assets	$9,736	55.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,000	95.4%
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	$524,890
Total Liabilities	$0
Net Assets	$524,890

Compensation

Key Employees and Officers	Compensation	Other
James B Berenbaum (President)	$0	$0
Penny Berenbaum (Vice President)	$0	$0
Charon K Berenbaum (Secretary)	$0	$0
Sandra E Berenbaum (Treasurer)	$0	$0

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990-PF

Filed on April 14, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$34,947

Expenses

$36,590

Net Income

-$1,643

Net Assets

$547,229

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,954	34.2%
Sales of Assets	$22,993	65.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,000	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	$547,229
Total Liabilities	$0
Net Assets	$547,229

Compensation

Key Employees and Officers	Compensation	Other
James B Berenbaum (President)	$0	$0
Penny Berenbaum (Vice President)	$0	$0
Charon K Berenbaum (Secretary)	$0	$0
Sandra E Berenbaum (Treasurer)	$0	$0

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990-PF

Filed on April 13, 2016

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.
2014

Revenue

$21,316

Expenses

$44,719

Net Income

-$23,403

Net Assets

$548,872

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,018	47.0%
Sales of Assets	$11,298	53.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,000	96.2%
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	$548,872
Total Liabilities	$0
Net Assets	$548,872

Compensation

Key Employees and Officers	Compensation	Other
Penny Berenbaum (Vice President)	$0	$0
James B Berenbaum (President)	$0	$0
Charon K Berenbaum (Secretary)	$0	$0
Sandra E Berenbaum (Treasurer)	$0	$0

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990-PF

Filed on April 8, 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

$18,977

Expenses

$31,711

Net Income

-$12,734

Net Assets

$572,275

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,662	45.6%
Sales of Assets	$10,315	54.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,000	94.6%
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	$572,275
Total Liabilities	$0
Net Assets	$572,275

Compensation

Key Employees and Officers	Compensation	Other
Penny Berenbaum (Vice President)	$0	$0
James B Berenbaum (President)	$0	$0
Charon K Berenbaum (Secretary)	$0	$0
Sandra E Berenbaum (Treasurer)	$0	$0

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990-PF

Filed on April 11, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$12,061

Expenses

$34,251

Net Income

-$22,190

Net Assets

$585,008

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,881	57.1%
Sales of Assets	$5,180	42.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,000	93.4%
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	$585,009
Total Liabilities	$1
Net Assets	$585,008

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$75,441

Expenses

$36,793

Net Income

$38,648

Net Assets

$607,199

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,591	8.7%
Sales of Assets	$68,850	91.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,000	95.1%
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	$607,200
Total Liabilities	$1
Net Assets	$607,199

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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Updated March 23, 2026

Joseph And Penny Berenbaum Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $68.5k (2024)

Expenses $50.3k (2024)

Total Assets $491k (2024)

Total Liabilities $0 (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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$68.5k (2024)

Expenses

$50.3k (2024)

Total Assets

$491k (2024)

Total Liabilities

$0 (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 Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2003

Fiscal Year Ending Nov.
2002

Fiscal Year Ending Nov.
2001