Amy Smith and John G Berylson

BOSTON, MA EIN: 20-1990804

Amy Smith and John G Berylson is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.4M in total assets. In 2024, it awarded 3 grants totaling $59K. Net investment income was $699K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.4M

+11.1% YoY

Annual Giving

$59K

-87.3% YoY

Grant Count

3

-72.7% YoY

Avg Grant Size

$20K

-53.6% YoY

Under IRS private-foundation payout rules, Amy Smith and John G Berylson reported a distributable amount of $470K for 2024 — the minimum it must pay out in qualifying distributions.

About Amy Smith and John G Berylson

Based on IRS filings

Amy Smith and John G Berylson is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.4M in total assets. In 2024, it awarded 3 grants totaling $59K. Net investment income was $699K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

BostonBrooklineCambridgeDanversMiltonNeedhamPhiladelphiaProvidenceQuanticoSummitWellesleyWestonWilliamstown

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$259K$518K$777K$1M20202021202220232024
Metric202420232022
Total Assets$6,370,635$5,732,786$6,017,933
Revenue$727,300$207,731$830,062
Expenses$89,451$493,207$527,001
Qualifying Distributions$61,612$465,747$507,297
Net Investment Income$699,461$242,800$810,358
Distributable Amount$469,549$402,647$423,964

Giving Over Time

Total grant dollars and number of grants per year

$0$130K$260K$391K$521K15 grants202014 grants202114 grants202211 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

MILTON ACADEMY$43KPAN MASS CHALLENGE$16KWOMEN'S LUNCH PLACE$600

Grant Size Distribution

57 grants across all recorded years

47<$50K3$50–100K4$100–250K3$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Milton Academy ($42,500), Pan Mass Challenge ($15,500), Women's Lunch Place ($600).

RecipientPurposeAmount
MILTON ACADEMY MILTON, MAEDUCATION$42,500
WOMEN'S LUNCH PLACE BOSTON, MAPUBLIC WELFARE$600
PAN MASS CHALLENGE NEEDHAM, MAPUBLIC WELFARE$15,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
AMY SMITH BERYLSONTRUSTEE1
JAMES BERYLSONTRUSTEE1
JENNIFER BLOCKTRUSTEE1
ELIZABETH KATZTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Amy Smith and John G Berylson?

Amy Smith and John G Berylson is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. It holds $6.4M in total assets as of 2024.

How large is Amy Smith and John G Berylson?

As of 2024, Amy Smith and John G Berylson holds $6.4M in total assets with $727K in annual revenue. It awarded 3 grants totaling $59K in 2024.

Where does Amy Smith and John G Berylson operate?

Amy Smith and John G Berylson has awarded grants in Massachusetts, New Jersey, Pennsylvania, Rhode Island, Virginia.

What size grants does Amy Smith and John G Berylson award?

In 2024, Amy Smith and John G Berylson awarded 3 grants totaling $59K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is Amy Smith and John G Berylson required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Amy Smith and John G Berylson reported a distributable amount of $470K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Amy Smith and John G Berylson's EIN?

Amy Smith and John G Berylson's EIN (Employer Identification Number) is 20-1990804. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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