Barnett and Anne Berch Foundation Inc
Barnett and Anne Berch Foundation Inc is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 12 grants totaling $58K. Net investment income was $59K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.0M
-0.1% YoY
Annual Giving
$58K
+20.8% YoY
Grant Count
12
+0.0% YoY
Avg Grant Size
$5K
+20.8% YoY
Under IRS private-foundation payout rules, Barnett and Anne Berch Foundation Inc reported a distributable amount of $61K for 2024 — the minimum it must pay out in qualifying distributions.
About Barnett and Anne Berch Foundation Inc
Based on IRS filings
Barnett and Anne Berch Foundation Inc is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 12 grants totaling $58K. Net investment income was $59K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,035,871 | $1,037,163 | $1,085,406 |
| Revenue | $69,922 | $21,941 | $458,227 |
| Expenses | $69,279 | $70,184 | $59,969 |
| Qualifying Distributions | $58,000 | $48,000 | $55,675 |
| Net Investment Income | $59,300 | $9,129 | $458,102 |
| Distributable Amount | $60,768 | $55,051 | $52,228 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
71 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Planned Parenthood of Southwest and Central Florida ($15,000), All Faiths Food Bank ($10,000), Conservation Law Foundation ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALL FAITHS FOOD BANK SARASOTA, FL | GENERAL CONTRIBUTION | $10,000 |
| CONSERVATION LAW FOUNDATION BOSTON, MA | GENERAL CONTRIBUTION | $5,000 |
| FRIENDS OF FRANKLIN INC NEW ORLEANS, LA | GENERAL CONTRIBUTION | $5,000 |
| HARVARD COLLEGE FUND CAMBRIDGE, MA | GENERAL CONTRIBUTION | $1,000 |
| HARVARD LAW SCHOOL FUND CAMBRIDGE, MA | GENERAL CONTRIBUTION | $1,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY CAMBRIDGE, MA | GENERAL CONTRIBUTION | $2,000 |
| MEHARRY MEDICAL COLLEGE NASHVILLE, TN | GENERAL CONTRIBUTION | $1,000 |
| NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH NEW YORK, NY | GENERAL CONTRIBUTION | $5,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC NEW YORK, NY | GENERAL CONTRIBUTION | $5,000 |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND COLCHESTER, VT | GENERAL CONTRIBUTION | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DEBORAH B KURZ | DIRECTOR | — | — |
| WILLIAM KURZ | DIRECTOR | — | — |
Frequently Asked Questions
How large is Barnett and Anne Berch Foundation Inc?
As of 2024, Barnett and Anne Berch Foundation Inc holds $1.0M in total assets with $70K in annual revenue. It awarded 12 grants totaling $58K in 2024.
Where does Barnett and Anne Berch Foundation Inc operate?
Barnett and Anne Berch Foundation Inc has awarded grants in California, Florida, Louisiana, Massachusetts, New York, Tennessee, Vermont.
What size grants does Barnett and Anne Berch Foundation Inc award?
In 2024, Barnett and Anne Berch Foundation Inc awarded 12 grants totaling $58K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Barnett and Anne Berch Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Barnett and Anne Berch Foundation Inc reported a distributable amount of $61K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Barnett and Anne Berch Foundation Inc's EIN?
Barnett and Anne Berch Foundation Inc's EIN (Employer Identification Number) is 13-6135111. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Barnett and Anne Berch Foundation Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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