Berkley-Palmer Memorial Endowment Fund
Berkley-Palmer Memorial Endowment Fund is a private foundation, based in Burlington, VT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $7K in total assets. In 2025, it awarded 1 grant totaling $8K. Net investment income was $4K.
Key facts about Berkley-Palmer Memorial Endowment Fund
In short: Berkley-Palmer Memorial Endowment Fund gave $8K across 1 grant in 2025 (avg $8K), mostly in Vermont. Source: 2025 IRS Form 990-PF.
- EIN
- 03-6046124
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $7,867
- Grants made (2025)
- 1
- Average grant
- $7,867
- Median grant
- $7,867
- Total assets
- $7,208
- Primary geography
- Vermont (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$7K
-38.4% YoY
Annual Giving
$8K
+828.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$8K
+828.8% YoY
How Berkley-Palmer Memorial Endowment Fund gives
- Giving grew 693% from 2022 to 2025. Method
- In 2023 it paid out 109% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $799 (2020) to $8K (2025). In 2025 it made 1 grant totaling $8K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was St Luke's Episcopal Church ($8K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Luke's Episcopal Church Saint Albans, VT | Building repair and refurnishing | $7,867 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $7,208 | $11,702 | $11,702 |
| Revenue | $3,823 | $847 | $1,025 |
| Expenses | $8,317 | $847 | $1,453 |
| Qualifying Distributions | $7,867 | $847 | $853 |
| Net Investment Income | $3,823 | $847 | $1,025 |
| Distributable Amount | — | — | $782 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 1, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
Leadership & Key People
Officers and directors from IRS filings
Berkley-Palmer Memorial Endowment Fund's only listed officer is Lisa Hamm, CFO on the 2025 filing (uncompensated).
Officers on the 2025 filing
Lisa Hamm
CFO
New on the 2025 filing
0.3 hrs/week
No compensation reported
Former officers (3)
- Former: Michael Shapiro Treasurer (2022–2024) — Treasurer
- Former: Paul Horn Treasurer (2021) — Treasurer
- Former: Gerry Davis Treasurer (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Berkley-Palmer Memorial Endowment Fund
How much does Berkley-Palmer Memorial Endowment Fund give each year?
Berkley-Palmer Memorial Endowment Fund gave $8K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $847 across 1 grant.
How large is Berkley-Palmer Memorial Endowment Fund?
Berkley-Palmer Memorial Endowment Fund reported $7K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $4K.
Where does Berkley-Palmer Memorial Endowment Fund operate?
Berkley-Palmer Memorial Endowment Fund has awarded grants in Vermont.
What is Berkley-Palmer Memorial Endowment Fund's EIN?
Berkley-Palmer Memorial Endowment Fund's EIN (Employer Identification Number) is 03-6046124. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Berkley-Palmer Memorial Endowment Fund by hand.
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