Howard R & Joy M Berlin Foundation
Howard R & Joy M Berlin Foundation is a private foundation, based in Carefree, AZ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.6M in total assets. In 2025, it awarded 9 grants totaling $275K. Net investment income was $139K.
Howard R & Joy M Berlin Foundation at a glance
In short: Howard R & Joy M Berlin Foundation gave $275K across 9 grants in 2025 (avg $31K), mostly in Colorado. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $275,250
- +150.0% vs 2024
- Grants made (2025)
- 9
- +200.0% vs 2024
- Average grant
- $30,583
- -16.7% vs 2024
- Median grant
- $10,000
- Total assets
- $2,625,013
- -5.2% vs 2024
- Primary geography
- Colorado (55% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Howard R & Joy M Berlin Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Goodwill of Colorado ($100K). Together the top 9 received $275K.
Grant Size Distribution
27 grants across all recorded years
The most common grant size was under $50K: 16 grants of 27 (59%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Howard R & Joy M Berlin Foundation gives
- Giving grew 28% from 2022 to 2025. Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $50K (2023) to $283K (2019). In 2025 it made 9 grants totaling $275K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Goodwill of Colorado Colorado Springs, CO | General Fund | $100,000 |
| Heard Museum Pheonix, AZ | Moon Dance Sponsorship | $65,000 |
| Honor Health Scottsdale, AZ | General Fund | $50,000 |
| First Step Colorado Springs, CO | General Fund | $15,000 |
| Foothills Caring Corps Carefree, AZ | General Fund | $10,000 |
| Hope and Home Colorado Springs, CO | General Fund | $10,000 |
| Memorial Hospital Colorado Springs, CO | Whole Blood Initiative | $10,000 |
| Parents Challenge Colorado Springs, CO | General Fund | $10,000 |
| Childrens Hospital Colorado Springs, CO | General Fund | $5,250 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,625,013 | $145,107 | $285,685 | $275,250 | 9 | $277,387 | $138,784 | $282,592 |
| 2024 | $2,767,699 | $132,404 | $121,650 | $110,100 | 3 | $112,138 | $134,607 | $263,042 |
| 2023 | $2,771,060 | $154,743 | $76,350 | $50,100 | 2 | $58,906 | $140,441 | $243,263 |
| 2022 | $2,696,307 | $44,173 | $215,606 | $215,000 | 5 | $215,606 | $127,238 | $250,035 |
| 2021 | $2,872,685 | $117,596 | $205,689 | $205,100 | 8 | — | $117,596 | $230,859 |
| 2019 | $3,251,461 | $89,966 | $291,703 | $283,250 | 9 | — | $148,383 | $193,070 |
Under IRS private-foundation payout rules, Howard R & Joy M Berlin Foundation reported a distributable amount of $283K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Howard R & Joy M Berlin Foundation is led by Howard R. Berlin, President on every filing since 2021; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Howard R. Berlin
President
On filings since 2021
5 hrs/week
No compensation reported
Carter F. Berlin
Director
On filings since 2019
5 hrs/week
No compensation reported
Howard R. Berlin Jr.
Director
On filings since 2019
5 hrs/week
No compensation reported
Joy M. Berlin
Vice President
Vice President & Director → Vice President, 2021
On filings since 2019
5 hrs/week
No compensation reported
Former officers (1)
- Former: Howard R. Berlin Sr. (2019) — President & Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Howard R & Joy M Berlin Foundation
How much does Howard R & Joy M Berlin Foundation give each year?
Howard R & Joy M Berlin Foundation gave $275K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $110K across 3 grants.
What is Howard R & Joy M Berlin Foundation's typical grant size?
Howard R & Joy M Berlin Foundation's median grant in 2025 was $10,000, and its average grant was $30,583, across 9 grants on its 2025 IRS Form 990-PF.
Where does Howard R & Joy M Berlin Foundation give grants?
Howard R & Joy M Berlin Foundation gives mostly in Colorado: 55% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Arizona (45%). The most frequent recipient cities were Colorado Springs, CO (6 grants).
Does Howard R & Joy M Berlin Foundation give general operating support?
Yes: 78% of Howard R & Joy M Berlin Foundation's 2025 grants with a stated purpose (7 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Howard R & Joy M Berlin Foundation's largest grantees?
Howard R & Joy M Berlin Foundation's largest 2025 grantees include Goodwill of Colorado ($100,000), Heard Museum ($65,000) and Honor Health ($50,000), according to its 2025 IRS Form 990-PF. Together they received 78% of its itemized 2025 grant dollars.
How large is Howard R & Joy M Berlin Foundation?
Howard R & Joy M Berlin Foundation reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $277K in qualifying distributions that year, against a required minimum of $283K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 26, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 8, 2023)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 30, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 6, 2026)
- IRS filings on file for fiscal years 2019–2025
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