The Berlin Family Charitable Foundation

DALLAS, TX EIN: 27-2301796

The Berlin Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $124K in total assets. In 2024, it awarded 3 grants totaling $7K. Net investment income was $7K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$124K

+10.1% YoY

Annual Giving

$7K

-74.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$2K

-74.1% YoY

Under IRS private-foundation payout rules, The Berlin Family Charitable Foundation reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.

About The Berlin Family Charitable Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with The Berlin Family Charitable Foundation?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $84K (90%)

New Jersey $8K (8%)

Oklahoma $2K (2%)

States

New Jersey Oklahoma Texas

Cities

DallasFairfieldPlanoRichardsonTishomingo

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$123,632	$112,308	$77,552
Revenue	$17,170	$60,920	$57,708
Expenses	$6,788	$26,164	$37,500
Qualifying Distributions	$6,600	$25,500	$37,500
Net Investment Income	$7,170	$2,002	$208
Distributable Amount	$5,681	$4,303	$2,905

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

13 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include United Church of Tishomingo ($2,200), Family Legacy ($2,200), Orhpan Outreach ($2,200).

Recipient	Purpose	Amount
United Church of Tishomingo Tishomingo, OK	General Contribution	$2,200
Family Legacy Dallas, TX	General Contribution	$2,200
Orhpan Outreach Plano, TX	General Contribution	$2,200

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Gail Berlin	President/CEO	1	—
Amy Berlin	VP/Treasurer	1	—
Anne B Platt	VP	1	—
Kristi Berlin	VP/Secretary	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Berlin Family Charitable Foundation?

The Berlin Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $124K in total assets as of 2024.

How large is The Berlin Family Charitable Foundation?

As of 2024, The Berlin Family Charitable Foundation holds $124K in total assets with $17K in annual revenue. It awarded 3 grants totaling $7K in 2024.

Where does The Berlin Family Charitable Foundation operate?

The Berlin Family Charitable Foundation has awarded grants in New Jersey, Oklahoma, Texas.

What size grants does The Berlin Family Charitable Foundation award?

In 2024, The Berlin Family Charitable Foundation awarded 3 grants totaling $7K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is The Berlin Family Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Berlin Family Charitable Foundation reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Berlin Family Charitable Foundation's EIN?

The Berlin Family Charitable Foundation's EIN (Employer Identification Number) is 27-2301796. IRS Form 990 filing data is available on this page for 2020–2024.