Howard R & Joy M Berlin Foundation

CAREFREE, AZ EIN: 22-3330579

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

+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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Arizona $365K (63%)

Colorado $215K (37%)

States

Arizona Colorado

Cities

CarefreeColorado SpringsGrand Canyon VillagePhoenixScottsdale

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Philanthropy, Voluntarism & Grantmaking

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.