Harold & Muriel Berkman Charitable Foundation Inc
- Assets
- $79.4k
- Revenue
- $62.0k
- Investments
- $0.0
- Employees
- 0
- Location
- Lakewood Ranch, FL
- Founding
- 07/2014
- Data as of
- 12/2023
- EIN
- 46-5520735
Organization Overview
Harold & Muriel Berkman Charitable Foundation Inc is located in Lakewood Ranch, FL. The organization was established in 2014. According to its NTEE Classification (P99) the organization is classified as: Human Services N.E.C., under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Harold & Muriel Berkman Charitable Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Harold & Muriel Berkman Charitable Foundation Inc generated $62.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (7.4%) each year. All expenses for the organization totaled $64.0k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (8.6%) per year over the past 5 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Harold & Muriel Berkman Charitable Foundation Inc has awarded 23 individual grants totaling $330,360. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
SCHOLARSHIP AWARDS - THE ORGANIZATION AWARDED 40 $1,000 SCHOLARSHIPS TO COLLEGE STUDENTS PURSUING STUDIES IN THE FIELD OF MARKETING. PREFERENCE WAS GIVEN TO STUDENTS THAT HAD SERVED IN THE MILITARY, IN PARTICULAR TO THOSE THAT HAD BEEN WOUNDED WHILE SERVING. THE PROGRAM RECEIVED OVER 700 COMPLETED APPLICATIONS FROM STUDENTS ATTENDING APPROXIMATELY 30 DIFFERENT COLLEGES AND UNIVERSITIES.
RESEARCH GRANTS - THE ORGANIZATION AWARDED 3 GRANTS TOTALED $9,000 TO PROFESSORS IN THE DEPARTMENT OF MARKETING OF VARIOUS COLLEGES AND UNIVERSITIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Karen A Berkman PHD President | 4 | $0 | |
Larry Braue Director | 3 | $0 | |
Stuart Berry Director | 1 | $1,250 | |
Barry J Babbin PHD Director | 3 | $0 | |
Nina Krey Ph D Director | 1 | $750 | |
Laurie Babin PHD Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $62,000 |
| Interest on Savings | $0 |
| Dividends & Interest | $0 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $62,000 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $2,500 |
| Other employee salaries and wages | $250 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $331 |
| Total operating and administrative expenses | $4,581 |
| Contributions, gifts, grants paid | $59,430 |
| Total expenses and disbursements | $64,011 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $79,441 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $79,441 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Harold & Muriel Berkman Charitable Foundation Inc has awarded $59,430 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
MARK PETERSON PURPOSE: RESEARCH GRANT | $3,000 |
PATRICIA TORRES PURPOSE: RESEARCH GRANT | $3,000 |
EMILY TANNER PURPOSE: RESEARCH GRANT | $3,000 |
SCHOLARSHIPS PURPOSE: SCHOLARSHIP AWARD | $50,430 |