AUMdb

The William And Dale Berkowitz Family Foundation Inc

EIN 656351894 · 501(c)(3) · Private foundation · Red Bank, NJ · recognized 2001

Assets
$92.9K
Revenue
$51.2K
Expenses
$15.0K
Investment income
$40.4K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
David L Berkowitz Treasurer $0 $0
Dale Berkowitz President $0 $0
Jeffrey Berkowitz President $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2024 $92.9K $51.2K $15.0K 990 990PF · obj 202503219349101500 IRS ↗
12/31/2023 $56.6K $42.2K $14.8K 990 990PF · obj 202502339349100710 IRS ↗