Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
Berlanti Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address) Foundation Source 501 Silverside Rd
  Room/suite
City or town
Wilmington
State or province
DE
Country  
ZIP or foreign postal code
198091377
A Employer identification number

83-1458921
B Telephone number (see instructions)

8008391754
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$4,302,536J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,001,573
2 Check .................
3 Interest on savings and temporary cash investments 1,921 1,921  
4 Dividends and interest from securities... 79,501 79,501  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 151,461
b Gross sales price for all assets on line 6a 3,468,220
7 Capital gain net income (from Part IV, line 2)... 1,749,332
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,234,456 1,830,754  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages...... 60,000     60,000
15 Pension plans, employee benefits....... 4,800     4,800
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
6,039 6,039    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
17,360      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 8,450     8,450
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
24,124     24,124
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 120,773 6,039   97,374
25 Contributions, gifts, grants paid....... 1,022,900 1,022,900
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,143,673 6,039   1,120,274
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,090,783
b Net investment income (if negative, enter -0-) 1,824,715
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 162,622 169,555 169,555
3 Accounts receivable 4,567
Less: allowance for doubtful accounts     4,567 4,567
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 622,614 Click to see attachment
List of Attached Documents:
// Content
944,993 		962,486
b Investments—corporate stock (attach schedule)....... 1,419,171 Click to see attachment
List of Attached Documents:
// Content
2,002,408 		2,243,901
c Investments—corporate bonds (attach schedule)....... 722,142 Click to see attachment
List of Attached Documents:
// Content
895,809 		922,027
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,926,549 4,017,332 4,302,536
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 2,926,549 4,017,332
29 Total net assets or fund balances (see instructions)..... 2,926,549 4,017,332
30 Total liabilities and net assets/fund balances (see instructions). 2,926,549 4,017,332
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,926,549
2
Enter amount from Part I, line 27a .....................
2
1,090,783
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,017,332
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,017,332
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,468,220   1,718,888 1,749,332
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,749,332
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,749,332
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 25,364
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 25,364
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 25,364
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 11,300
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,300
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 14,064
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
Yes
 
If "Yes," attach the statement required by General Instruction T. Click to see attachment
List of Attached Documents:
// Content
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
CA, DE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Gregory Berlanti Dir, Pres
2.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Robbie Rogers Treas
2.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Theresa Rogers Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Dina Segerson VP
0.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
CARL OGAWA Executive Director
10.0 		60,000    
9100 WILSHIRE BLVD STE 1000W
Beverly Hills,CA90212
Total number of other employees paid over $50,000...................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 PUBLIC CHARITY EVENT SUPPORT: TAKING ON THE COORDINATING, PLANNING AND EXPENSES ASSOCIATED WITH PUBLIC EVENTS TO RAISE AWARENESS ABOUT THE WORK PCS ARE DOING IN THE COMMUNITY. 8,450
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,092,511
b
Average of monthly cash balances.......................
1b
95,556
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
3,188,067
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
3,188,067
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
47,821
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,140,246
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
157,012
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
157,012
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
25,364
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
25,364
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
131,648
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
131,648
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
131,648
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
1,120,274
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,120,274
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 131,648
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:2023, 2022, 2021  
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 2,540,904
b From 2021...... 1,526,938
c From 2022...... 2,413,073
d From 2023...... 1,489,558
e From 2024...... 1,148,984
f Total of lines 3a through e ........ 9,119,457
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,120,274
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 131,648
e Remaining amount distributed out of corpus 988,626
5 Excess distributions carryover applied to 2025.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 10,108,083
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		2,540,904
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		7,567,179
10 Analysis of line 9:
a Excess from 2021 .... 1,526,938
b Excess from 2022 .... 2,413,073
c Excess from 2023 .... 1,489,558
d Excess from 2024 .... 1,148,984
e Excess from 2025 .... 988,626
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
Gregory Berlanti
Robbie Rogers
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AFTERIMAGE PUBLIC MEDIA

39 MESA ST STE 206
SAN FRANCISCO,CA94129 		N/A   Not Alone Anymore Impact campaign 5,000

ALLIANCE FOR CHILDRENS RIGHTS

4525 WILSHIRE BLVD STE 150
LOS ANGELES,CA90010 		N/A   Charitable Event 7,500

BABY2BABY

5830 W JEFFERSON BLVD
LOS ANGELES,CA90016 		N/A   Charitable Event 5,000

BEST IS AHEAD FOUNDATION INC

PO BOX 9 19 OLNEY SANDY SPRING RD
ASHTON,MD20861 		N/A   Maryland Men's Soccer Scholarship Fund 60,000

BIGHORN GOLF CLUB CHARITIES

255 PALOWET DR
PALM DESERT,CA92260 		N/A   General & Unrestricted 10,000

BURBANK YOUTH VOCAL ARTS FOUNDATION

2520 N REESE PL
BURBANK,CA91504 		N/A   Charitable Event 10,000

CANCER SUPPORT COMMUNITY GREATER SAN GABRIEL VALLE

331 W SIERRA MADRE BLVD
SIERRA MADRE,CA91024 		N/A   Charitable Event 5,000

CHILDRENS HOSPITAL LOS ANGELES

4650 W SUNSET BLVD MS29
LOS ANGELES,CA90027 		N/A   General Contribution/Children's Fund 25,000

CITY YEAR INC

606 S OLIVE ST 2ND FLOOR
LOS ANGELES,CA90014 		N/A   Charitable Event 10,000

DEL SHORES FOUNDATION INC

6250 HOLLYWOOD BLVD UNIT 8E
LOS ANGELES,CA90028 		N/A   General & Unrestricted 5,000

FAMILY EQUALITY

475 PARK AVE S RM 2100
NEW YORK,NY10016 		N/A   Charitable Event 10,000

FCANCER

9854 NATIONAL BLVD 280
LOS ANGELES,CA90034 		N/A   General & Unrestricted 200,000

FCANCER

9854 NATIONAL BLVD 280
LOS ANGELES,CA90034 		N/A   Charitable Event 50,000

FRIENDS OF THE CULTURAL CENTER INC

73000 FRED WARING DR
PALM DESERT,CA92260 		N/A   Charitable Event 10,000

FRIENDS OF THE LOS ANGELES FREE CLINIC

8405 BEVERLY BLVD
LOS ANGELES,CA90048 		N/A   Charitable Event 15,000

GEFFEN PLAYHOUSE INC

10886 LE CONTE AVE
LOS ANGELES,CA90024 		N/A   General & Unrestricted 20,000

GIRLS INC OF GREATER LOS ANGELES

4821 LANKERSHIM BLVD STE F 110
NORTH HOLLYWOOD,CA91601 		N/A   Charitable Event 10,000

GIRLS INCORPORATED

9449 PRIORITY WAY WEST DR STE 10
INDIANAPOLIS,IN46240 		N/A   Charitable Event 5,000

INEVITABLE FOUNDATION

228 PARK AVE 15849
NEW YORK,NY10003 		N/A   General & Unrestricted 5,000

JABALI ACADEMY

10008 NATIONAL BLVD 426
LOS ANGELES,CA90034 		N/A   Charitable Event 25,000

JEWISH FAMILY SERVICE OF THE DESERT

490 S FARRELL DR STE C208
PALM SPRINGS,CA92262 		N/A   General & Unrestricted 10,000

LEGACY YOUTH LEADERSHIP INTERNATIONAL

5482 WILSHIRE BLVD STE 1904
LOS ANGELES,CA90036 		N/A   Charitable Event 5,000

LUPUS LA

16000 VENTURA BLVD STE 630
ENCINO,CA91436 		N/A   Charitable Event 5,000

MAKE A WISH FOUNDATION OF GREATER LOS ANGELES

1301 N BROADWAY 32004
LOS ANGELES,CA90012 		N/A   Charitable Event 10,000

MOTION PICTURE AND TELEVISION FUND

23388 MULHOLLAND DR STE 220
WOODLAND HILLS,CA91364 		N/A   General & Unrestricted 10,000

MOTION PICTURE AND TELEVISION FUND

23388 MULHOLLAND DR STE 220
WOODLAND HILLS,CA91364 		N/A   Charitable Event 75,000

NEW YORK RESTORATION PROJECT

254 W 31ST ST 14TH FL
NEW YORK,NY10001 		N/A   Charitable Event 10,000

NYWICI FOUNDATION INC

1660 INTERNATIONAL DR STE 600
MCLEAN,VA22102 		N/A   Charitable Event 15,000

OUT ATHLETE FUND

949 N ALFRED ST 1
LOS ANGELES,CA90069 		N/A   Charitable Event 1,000

PALM SPRINGS PLAZA THEATRE FOUNDATION

1775 E PALM CANYON DR STE 110-1028
PALM SPRINGS,CA92264 		N/A   Charitable Event 10,000

PLAYGROUND INC

3286 ADELINE ST APT 9
BERKELEY,CA94703 		N/A   Charitable Event 1,000

SIMON WIESENTHAL CENTER INC

1399 ROXBURY DR
LOS ANGELES,CA90035 		N/A   Charitable Event 2,500

THE ACTORS FUND OF AMERICA

729 7TH AVENUE 10TH FL
NEW YORK,NY10019 		N/A   Charitable Event 100,000

THE ACTORS FUND OF AMERICA

729 7TH AVENUE 10TH FL
NEW YORK,NY10019 		N/A   Writers Guild Member Fund 25,000

THE GIVING SPIRIT

11693 SAN VICENTE BLVD 113
LOS ANGELES,CA90049 		N/A   General & Unrestricted 15,000

THE LOS ANGELES CHAMBER ORCHESTRA SOCIETY INC

510 WEST SIXTH ST SUITE 1001
LOS ANGELES,CA90014 		N/A   Charitable Event 10,000

THE MAPLE COUNSELING CENTER

1945 S LA CIENEGA BLVD
LOS ANGELES,CA90034 		N/A   Charitable Event 1,000

THE PALEY CENTER FOR MEDIA

25 WEST 52ND ST
NEWYORK,NY10019 		N/A   General & Unrestricted 25,000

THE PALEY CENTER FOR MEDIA

25 WEST 52ND ST
NEWYORK,NY10019 		N/A   Paley Honors 2025 20,000

THE PALEY CENTER FOR MEDIA

25 WEST 52ND ST
NEWYORK,NY10019 		N/A   The Peter Roth Internship Program 100,000

THE TREVOR PROJECT INC

2261 MARKET ST STE 5164
SAN FRANCISCO,CA94114 		N/A   Charitable Event 2,500

VILLAGE SCHOOL INC

2401 COLORADO AVE STE 200
SANTA MONICA,CA90404 		N/A   The Village Fund 25,000

WAYOUT LGBTQ FOUNDATION

PO BOX 14363
SAN FRANCISCO,CA94114 		N/A   Charitable Event 2,400

YOUNG EISNER SCHOLARS

PO BOX 3085
INGLEWOOD,CA90304 		N/A   Charitable Event 50,000
Total ................................. 3a 1,022,900
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 1,921  
4 Dividends and interest from securities ....     14 79,501  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 151,461  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   232,883  
13Total. Add line 12, columns (b), (d), and (e)..................
13
232,883
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Berlanti Family Foundation
 
Employer identification number

83-1458921
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
Berlanti Family Foundation
  		Employer identification number
83-1458921
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Gregory Berlanti Living Trust
9100 Wilshire Blvd Ste 1000W
 
Beverly Hills, CA90212

$ 2,001,573


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Berlanti Family Foundation
  		Employer identification number

83-1458921
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NVIDIA CORP NVDA, 555 sh. $ 100,233 2025-08-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MICROSOFT CORP MSFT, 199 sh. $ 99,847 2025-08-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ALPHABET INC CL A GOOGL, 483 sh. $ 99,872 2025-08-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 GENERAL ELECTRIC CO GE, 207 sh. $ 56,607 2025-08-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BROADCOM INC AVGO, 138 sh. $ 41,052 2025-08-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 META PLATFORMS INC META, 131 sh. $ 98,053 2025-08-27
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Berlanti Family Foundation
  		Employer identification number

83-1458921
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SPROUTS FARMERS MARKET INC SFM, 49 sh. $ 7,098 2025-08-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NVIDIA CORP NVDA, 2760 sh. $ 498,994 2025-08-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CAIXABANK CAIXY, 3258 sh. $ 13,089 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BROADCOM INC AVGO, 52 sh. $ 17,770 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DELL TECHNOLOGIES INC CLASS C DELL, 64 sh. $ 8,135 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TELECOM ITALIA SPA ADR TIIAY, 1174 sh. $ 7,098 2025-12-22
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Berlanti Family Foundation
  		Employer identification number

83-1458921
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NATWEST GROUP ADR REPRESENTING 2 ORD SH NWG, 450 sh. $ 7,829 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 3I GROUP PLC ADR TGOPY, 840 sh. $ 9,104 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PHINIA INC PHIN, 21 sh. $ 1,270 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SANDOZ GROUP AG SDZNY, 24 sh. $ 1,760 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HEIDELBERG MATERIALS AG ADR HDLMY, 1540 sh. $ 79,152 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SOLSTICE ADVANCED MATERIALS INC SOLS, 1 sh. $ 51 2025-12-22
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Berlanti Family Foundation
  		Employer identification number

83-1458921
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 QUALCOMM INC QCOM, 46 sh. $ 8,101 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ORACLE CORP ORCL, 209 sh. $ 40,925 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MCKESSON CORP MCK, 4 sh. $ 3,274 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 WILLIAMS SONOMA INC WSM, 18 sh. $ 3,414 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 QUANTA SVCS INC PWR, 9 sh. $ 3,888 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BANCO SANTANDER CEN SAN, 2564 sh. $ 30,024 2025-12-22
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Berlanti Family Foundation
  		Employer identification number

83-1458921
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MORGAN STANLEY MS, 78 sh. $ 13,949 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SUMITOMO MITSUI FINCL GRP SMFG, 320 sh. $ 6,190 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TAIWAN SEMICONDUCTOR MFG CO LTD TSM, 55 sh. $ 16,121 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ELI LILLY & CO LLY, 48 sh. $ 51,515 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 GENERAL MOTORS GM, 111 sh. $ 9,228 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 UBS AG UBS, 268 sh. $ 12,438 2025-12-22
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Berlanti Family Foundation
  		Employer identification number

83-1458921
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DEERE CO DE, 35 sh. $ 16,457 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PARKER HANNIFIN CP PH, 19 sh. $ 16,770 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DEUTSCHE BANK AG DB, 204 sh. $ 7,901 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ISHARES TRUST RUSSELL 1000 GROWTH INDEX IWF, 53 sh. $ 25,244 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ALPHABET INC CL A GOOGL, 232 sh. $ 71,390 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ALPHABET INC CL C GOOG, 260 sh. $ 80,378 2025-12-22
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Berlanti Family Foundation
  		Employer identification number

83-1458921
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ALPHABET INC CL C GOOG, 100 sh. $ 30,915 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 UNICREDIT SPA UNCRY, 588 sh. $ 24,130 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BOOKING HOLDINGS INC BKNG, 3 sh. $ 16,290 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MICROSOFT CORP MSFT, 33 sh. $ 16,028 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMER INTERNATIONAL GROUP INC AIG, 207 sh. $ 17,838 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MICROSOFT CORP MSFT, 83 sh. $ 40,314 2025-12-22
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Berlanti Family Foundation
  		Employer identification number

83-1458921
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NETFLIX INC NFLX, 360 sh. $ 33,772 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INTUITIVE SURGICAL ISRG, 48 sh. $ 27,762 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INTUITIVE SURGICAL ISRG, 6 sh. $ 3,470 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ADVANTEST CORP - ADR ATEYY, 348 sh. $ 44,175 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AERCAP HOLDING N.V AER, 139 sh. $ 20,153 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SOCIETE GENERLE FRNCE ADR SCGLY, 420 sh. $ 6,718 2025-12-22
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Berlanti Family Foundation
  		Employer identification number

83-1458921
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TESLA MOTORS INC TSLA, 118 sh. $ 58,065 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 EVERCORE PARTNERS INC EVR, 11 sh. $ 3,836 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 META PLATFORMS INC META, 7 sh. $ 4,656 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 META PLATFORMS INC META, 58 sh. $ 38,576 2025-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 APPLOVIN CORP APP, 70 sh. $ 50,654 2025-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Berlanti Family Foundation
  		Employer identification number

83-1458921
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


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TY 2025 DepreciationSchedule
Name:
Berlanti Family Foundation
EIN:
83-1458921
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2025 InvestmentsCorpBondsSchedule
Name:
Berlanti Family Foundation
EIN:
83-1458921
Name of Bond End of Year Book Value End of Year Fair Market Value
AEP TX INC - 0.000% - 05/15/20 9,426 9,397
AIR PRODUCTS AND CHEMICALS INC 23,237 23,491
ALEXANDRIA REAL ESTATE EQ - 4. 12,584 12,535
AMAZON COM INC - 3.875% - 08/2 6,182 6,434
AMERICAN EXPRESS CO - 2.550% - 27,782 29,571
AMERICAN HONDA FIN CORP SER A 15,772 16,744
AMERICAN TOWER CORP - 5.000% - 10,250 10,250
AMERICAN TOWER CORP NOTE - 5.6 9,517 9,497
AMERIPRISE FINANCIAL INC - 5.2 11,218 11,259
AMGEN INC NOTE CALL MAKE WHOLE 9,639 9,695
AON NORTH AMERICA INC - 5.300% 18,029 18,783
APPLE INC - 2.900% - 09/12/202 29,552 30,624
AT&T INC - 5.380% - 08/15/2035 12,248 12,327
BANK AMER CORP MEDIUM - 3.974% 15,112 15,920
BANK MONTREAL MEDIUM - 4.650% 9,130 9,120
BANK NEW YORK MELLON CORP - 5. 20,891 20,759
BANK NEW YORK MELLONCORP - 4.9 14,820 15,320
BANK NOVA SCOTIA - 5.650% - 02 6,165 6,370
BANK OF AMERICA CORP - 2.496% 12,006 13,051
BELL CANADA - 5.100% - 05/11/2 16,289 16,255
CAPITAL ONE - 5.817% - 02/01/2 8,330 8,385
CAPITAL ONE FINANCIAL CORP - 5 8,335 8,433
CITIGROUP INC NOTE - 3.980% - 27,310 28,754
CROWN CASTLE INC - 5.000% - 01 12,970 13,206
CVS HEALTH COPR - 5.300% - 06/ 12,984 13,427
DISNEY WALT CO - 1.750% - 01/1 26,647 28,983
DOW CHEMICAL CO - 5.150% - 02/ 13,954 13,920
ENBRIDGE INC - 4.900% - 06/20/ 10,214 10,231
EVERSOURCE ENERGY - 5.500% - 0 14,453 14,414
FLORIDA PWR &LT CO BOND CALL M 30,993 32,410
GEN MILLS - 5.950% - 04/04/203 9,030 9,433
GENERAL MILLS - 4.950% - 03/29 8,114 8,128
HUMANA INC - 5.950% - 03/15/20 12,714 12,613
JOHNSON & JOHNSON - 3.625% - 0 6,100 6,377
JOHNSON CTSL INTL - 1.750% - 0 19,658 19,637
KINDER MORGAN ENERGY PRTNRS LP 12,170 12,630
LABORATORY CORP AMERHLDGS - 2. 16,224 16,199
MORGAN STANLEY MTN - 2.475% - 25,143 26,561
MPLX LP - 5.000% - 03/01/2033 10,083 10,062
NASDAQ - 5.550% - 02/15/2034 10,120 10,518
NUTRIEN LTD - 2.950% - 05/13/2 9,505 9,457
NVIDIA CORP - 2.850% - 04/01/2 29,057 32,507
NXP BV - 5.000% - 01/15/2033 15,047 15,263
ORACLE CORP - 5.500% - 08/03/2 8,175 7,856
ORACLE CORP NOTE - 3.850% - 07 8,542 8,370
PEPSICO - 2.375% - 10/06/2026 27,458 28,711
PFIZER INC - 3.000% - 12/15/20 8,701 8,940
PNC FINL SVCS - 5.068% - 01/24 12,713 13,320
REALTY INCOME COPR - 5.125% - 24,766 25,664
REPUBLIC SERVICES INC - 5.150% 7,244 7,240
ROPER TECHNOLOGIES INC - 5.100 11,086 11,103
SMUCKER JM CO - 4.250% - 03/15 16,113 16,037
SYSCO - 2.400% - 02/15/2030 12,019 12,110
TRANS-CANADA PIPELINES - 4.625 14,141 14,638
TRUIST FINANCIAL CORP SER G - 12,873 13,210
UNION PAC CORP - 3.600% - 09/1 16,920 17,831
UNITEDHEALTH GROUP INC FXD RT 30,778 31,948
US BANCORP - 4.839% - 02/01/20 12,444 13,124
VERIZON COMMUNICATIONS INC - 5 17,322 17,467
ZIMMER BIOMET HOLDINGS INC - 5 15,510 15,508

TY 2025 InvestmentsCorpStockSchedule
Name:
Berlanti Family Foundation
EIN:
83-1458921
Name of Stock End of Year Book Value End of Year Fair Market Value
GOLDMAN SACHS HIGH YIELD FUND 290,861 294,229
ISHARES CURRENCY HEDGED MSCI E 164,589 186,244
ISHARES RUSSELL 2000 110,592 122,834
ISHARES TR S & P MIDCAP 400 IN 120,366 123,552
ISHARES TRUST MSCI EAFE INDEX 166,388 188,219
SPDR S&P 500 ETF TRUST 1,112,399 1,286,783
VANGUARD FTSE EMERGING MARKETS 37,213 42,040

TY 2025 InvestmentsGovtObligationsSch
Name:
Berlanti Family Foundation
EIN:
83-1458921
US Government Securities - End of Year Book Value:

944,993
US Government Securities - End of Year Fair Market Value:

962,486
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2025 LiquidationExplanationStmt
Name:
Berlanti Family Foundation
EIN:
83-1458921
Statement:
As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2025, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,022,900. This amount represents 25% or more of the Foundation's net assets of $3,085,359 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2025. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.


TY 2025 OtherExpensesSchedule
Name:
Berlanti Family Foundation
EIN:
83-1458921
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 19,790     19,790
Indemnification Insurance 3,882     3,882
Payroll Processing Fees 180     180
Postage/Delivery Service 122     122
State or Local Filing Fees 150     150


TY 2025 OtherProfessionalFeesSchedule
Name:
Berlanti Family Foundation
EIN:
83-1458921
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 6,039 6,039    


TY 2025 TaxesSchedule
Name:
Berlanti Family Foundation
EIN:
83-1458921
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2025 11,300      
990-PF EXTENSION FOR 2024 6,060