Edward & Rose Berman Legacy Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 109,242 | 136,962 | −27,720 | 97.2 | 0% |
| 2012 | 4,528 | 2,462 | 2,066 | 5651.0 | 0% |
| 2013 | 201,775 | 110,120 | 91,655 | 130.5 | 0% |
| 2014 | 161,055 | 143,435 | 17,620 | 105.2 | 0% |
| 2015 | 116,054 | 115,304 | 750 | 131.5 | 0% |
| 2016 | 96,792 | 117,418 | −20,626 | 122.2 | 0% |
| 2017 | 190,438 | 214,898 | −24,460 | 60.0 | 0% |
| 2018 | 789,408 | 88,294 | 701,114 | 238.9 | 0% |
| 2019 | 151,098 | 223,436 | −72,338 | 89.1 | 0% |
| 2020 | 332,750 | 158,121 | 174,629 | 129.3 | 0% |
| 2021 | 138,521 | 640,101 | −501,580 | 21.2 | 0% |
| 2022 | 14,435 | 144,059 | −129,624 | 74.6 | 0% |
| 2023 | 147,122 | 117,114 | 30,008 | 74.5 | 0% |
In its most recent public year (2023), this organization brought in $30,008 more than it spent. Its reserves stood at about 74.5 months of spending, down from 97.2 in 2011. Staff pay was 0% of spending. $726,731 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Edward & Rose Berman Legacy Foundation's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works