Edwin J Berkowitz Scholarship Foundation Inc

990PF • Fiscal year 2013 • EIN 22-3402191

Oct 01, 2012 to Sep 30, 2013 • Filed on Aug 13, 2014

Organization Profile

C/O J E Berkowitz Lp PO Box 42708067

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • <$500k nonprofits • Source year 2013

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

6.8%

Faster asset growth than 63% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets58th percentile

Assets

$27,444

Up $1,736 (+6.8%) from 2012

Net Assets

$27,444

Up $1,736 (+6.8%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

Flat

$10,000

Flat from 2012

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2013

Assets$27,444

Liabilities$0

Net Assets$27,444

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue-

Expenses$10,000

Net Income-

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2012 to Sep 30, 2013
Signed: Aug 13, 2014
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ARTHUR M BERKOWITZ	Trustee/President	-	$0	-	-
SHAWN SMITH	Trustee/CFO	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	-	SCHOLARSHIP	INDIVIDUAL	SEWELL, NJ, US	$3,500
Paid Grant	-	SCHOLARSHIP	INDIVIDUAL	BRIDGETON, NJ, US	$2,000
Paid Grant	-	SCHOLARSHIP	INDIVIDUAL	WOODSTOWN, NJ, US	$1,000
Paid Grant	-	SCHOLARSHIP	INDIVIDUAL	NEWTOWN, PA, US	$750
Paid Grant	-	SCHOLARSHIP	INDIVIDUAL	WEST GROVE, PA, US	$500
Paid Grant	-	SCHOLARSHIP	INDIVIDUAL	WOODSTOWN, NJ, US	$500
Paid Grant	-	SCHOLARSHIP	INDIVIDUAL	WESTVILLE, NJ, US	$500
Paid Grant	-	SCHOLARSHIP	INDIVIDUAL	MALVERN, PA, US	$500
Paid Grant	-	SCHOLARSHIP	INDIVIDUAL	SEWELL, NJ, US	$500
Paid Grant	-	SCHOLARSHIP	INDIVIDUAL	WEST GROVE, PA, US	$250

Filing and Contact Details

Filer

EIN: 22-3402191

Raw XML Appendix392 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	ARTHUR M BERKOWITZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	SHAWN SMITH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	TRUSTEE/PRESIDENT
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IRS990PF/SummaryOfDirectCharitableActy/Description1	0	THE FOUNDATION PROVIDES FINANCIAL ASSISTANCE (I.E. SCHOLARSHIPS) TO ELIGIBLE EMPLOYEES AND CHILDREN OF ELIGIBLE EMPLOYEES OF J. E. BERKOWITZ, L.P. IN ORDER TO
IRS990PF/SummaryOfDirectCharitableActy/Description2	0	ASSIST SUCH SCHOLARSHIP RECIPIENTS ENTERING AND/OR COMPLETING POST-HIGH SCHOOL EDUCATION, INCLUDING AN UNDERGRADUATE EDUCATION IN THE FIELD OF HIS OR HER CHOICE
IRS990PF/SummaryOfDirectCharitableActy/Description3	0	AT THE COLLEGE OR UNIVERSITY AT HIS OR HER CHOICE, OR TECHNICAL OR VOCATION TRAINING IN THE FIELD OF HIS OR HER CHOICE AT AN APPROPRIATE SCHOOL OR OTHER INSTITUTION.
IRS990PF/SummaryOfDirectCharitableActy/Description4	0	SEE PART XV-SUPPLEMENTARY INFORMATION LINE 2 FOR ELIGIBILITY REQUIREMENTS.
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IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	4	SCHOLARSHIP
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	7	SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	8	SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	9	SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	INDIVIDUAL
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	8	INDIVIDUAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	9	INDIVIDUAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	0	CAMERON CHERRY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	1	JESSIE KEEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	2	LAUREN PRICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	3	ALLISON CHERRY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	4	MICHELLE GARDNER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	5	JILLIAN KEEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	6	JESSICA HUMENIK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	7	KELLY NEWKIRK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	8	ERIKA NICKLAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	9	BREANNA WHITE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	2	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	3	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	4	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	5	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	6	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	7	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	8	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	9	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	246 W AVONDALE ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	65 STOCKINGTON RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	3 PINE HERITAGE DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	246 W AVONDALE ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	4	512 LESTERSHIRE DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	5	65 STOCKINGTON RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	6	310 ERNEST GARTON ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	7	29 PEACH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	8	4 WILLOW POND ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	9	3 SUNDANCE COURT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	WEST GROVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	WOODSTOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	NEWTOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	WEST GROVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	4	SEWELL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	5	WOODSTOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	6	BRIDGETON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	7	WESTVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	8	MALVERN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	9	SEWELL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	4	NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	5	NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	6	NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	7	NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	8	PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	9	NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	19390
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	08098
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	18940
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	19390
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	4	08080
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	5	08098
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	6	08302
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	7	08093
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	8	19355
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	9	08080
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	10000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	1782
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	1782
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	8443
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	8403
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	8328
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	8173
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	7781
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	7781
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	41565
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	8218
IRS990PF/UndistributedIncome/ExcessFromYear1	0	8443
IRS990PF/UndistributedIncome/ExcessFromYear2	0	8403
IRS990PF/UndistributedIncome/ExcessFromYear3	0	8328
IRS990PF/UndistributedIncome/ExcessFromYear4	0	8173
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	10000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	8218
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	49346
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	41128
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
IRS990ScheduleB/ContributorInfo/AggregateContributions	0	10000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	0	PO BOX 427
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	0	PEDRICKTOWN
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	0	NJ
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	0	08067
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual	0	JE BERKOWITZ LP
IRS990ScheduleB/ContributorInfo/ContributorNumber	0	1
IRS990ScheduleB/ContributorInfo/PersonContributionType	0	X
IRS990ScheduleB/GeneralRule	0	X
IRS990ScheduleB/Organization501c3ExemptPF	0	X
SubstantialContributorsSch/SubstantialContributor/BusinessName/BusinessNameLine1	0	JE BERKOWITZ LP
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine1	0	PO BOX 427
SubstantialContributorsSch/SubstantialContributor/USAddress/City	0	PEDRICKTOWN
SubstantialContributorsSch/SubstantialContributor/USAddress/State	0	NJ
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode	0	08067
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/Filer/EIN	0	223402191
ReturnHeader/Filer/Name/BusinessNameLine1	0	EDWIN J BERKOWITZ SCHOLARSHIP FOUNDATION INC
ReturnHeader/Filer/NameControl	0	EDWI
ReturnHeader/Filer/Phone	0	8564567800
ReturnHeader/Filer/USAddress/AddressLine1	0	C/O J E BERKOWITZ LP PO BOX 427
ReturnHeader/Filer/USAddress/City	0	PEDRICKTOWN
ReturnHeader/Filer/USAddress/State	0	NJ
ReturnHeader/Filer/USAddress/ZIPCode	0	08067
ReturnHeader/Officer/DateSigned	0	2014-08-13
ReturnHeader/Officer/Name	0	ARTHUR BERKOWITZ
ReturnHeader/Officer/Phone	0	8564567800
ReturnHeader/Officer/Title	0	PRESIDENT/TRUSTEE
ReturnHeader/PreparerFirm/EIN	0	232932984
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	PARENTEBEARD LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	535 ROUTE 38 SUITE 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	CHERRY HILL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	NJ
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	080022961
ReturnHeader/Preparer/Name	0	JACK L URIS CPA
ReturnHeader/Preparer/Phone	0	8563308100
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-10-01
ReturnHeader/TaxPeriodEndDate	0	2013-09-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2014-08-14T15:10:19-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $27,444
Liabilities: $0
Net assets: $27,444
Revenue: -
Expenses: $10,000
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2018Detailed filing. Detailed filing data is available for this year.	$1.54	$0.00	$1.54	$7.54	$29.0	$21.5
2017Detailed filing. Detailed filing data is available for this year.	$23.0	$0.00	$23.0	$4.19	$15.2	$11.0
2016Detailed filing. Detailed filing data is available for this year.	$34.0	$0.00	$34.0	$17.8	$15.1	$2.66
2015Detailed filing. Detailed filing data is available for this year.	$31.3	$0.00	$31.3	$18.9	$15.1	$3.88
2014Detailed filing. Detailed filing data is available for this year.	$27.4	$0.00	$27.4	$15.0	$15.0	$0.00
2013Detailed filing. Detailed filing data is available for this year.	$27.4	$0.00	$27.4		$10.0
2012Detailed filing. Detailed filing data is available for this year.	$25.7	$0.00	$25.7		$10.0
2011Detailed filing. Detailed filing data is available for this year.	$26.4	$0.00	$26.4		$10.0
2010Detailed filing. Detailed filing data is available for this year.	$34.2	$0.00	$34.2		$10.0