Howard R & Joy M Berlin Foundation
Howard R & Joy M Berlin Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CAREFREE, AZ. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 3 grants totaling $110K. Net investment income was $135K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.8M
-0.1% YoY
Annual Giving
$110K
+119.8% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$37K
+46.5% YoY
Under IRS private-foundation payout rules, Howard R & Joy M Berlin Foundation reported a distributable amount of $263K for 2024 — the minimum it must pay out in qualifying distributions.
About Howard R & Joy M Berlin Foundation
Based on IRS filings
Howard R & Joy M Berlin Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CAREFREE, AZ. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 3 grants totaling $110K. Net investment income was $135K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,767,699 | $2,771,060 | $2,696,307 |
| Revenue | $132,404 | $154,743 | $44,173 |
| Expenses | $121,650 | $76,350 | $215,606 |
| Qualifying Distributions | $112,138 | $58,906 | $215,606 |
| Net Investment Income | $134,607 | $140,441 | $127,238 |
| Distributable Amount | $263,042 | $243,263 | $250,035 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
18 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Goodwill of Colorado ($55,000), Heard Museum ($55,000), Memorial Hospital ($100).
| Recipient | Purpose | Amount |
|---|---|---|
| GOODWILL OF COLORADO COLORADO SPRINGS, CO | SUPPORT SOCIAL SERVICES | $55,000 |
| HEARD MUSEUM PHOENIX, AZ | GENERAL SUPPORT | $55,000 |
| MEMORIAL HOSPITAL Colorado Springs, CO | GENERAL SUPPORT | $100 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Howard R & Joy M Berlin Foundation?
Howard R & Joy M Berlin Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CAREFREE, AZ. It holds $2.8M in total assets as of 2024.
How large is Howard R & Joy M Berlin Foundation?
As of 2024, Howard R & Joy M Berlin Foundation holds $2.8M in total assets with $132K in annual revenue. It awarded 3 grants totaling $110K in 2024.
Where does Howard R & Joy M Berlin Foundation operate?
Howard R & Joy M Berlin Foundation has awarded grants in Arizona, Colorado.
What size grants does Howard R & Joy M Berlin Foundation award?
In 2024, Howard R & Joy M Berlin Foundation awarded 3 grants totaling $110K — an average of about $37K per grant, based on its IRS Form 990 filings.
How much is Howard R & Joy M Berlin Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Howard R & Joy M Berlin Foundation reported a distributable amount of $263K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Howard R & Joy M Berlin Foundation's EIN?
Howard R & Joy M Berlin Foundation's EIN (Employer Identification Number) is 22-3330579. IRS Form 990 filing data is available on this page for 2021–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.