Berkowitz II Foundation Inc
Berkowitz II Foundation Inc is a private foundation based in Milford, Pennsylvania. In its 2023 filing, it reported 36 grants totaling $139,000 to charitable organizations, with recipients including health, education, animal-welfare, and community organizations.
Berkowitz II Foundation Inc at a glance
In short: Berkowitz II Foundation Inc gave $139K across 36 grants in 2023 (avg $4K), top state New York. 8% of 2023 grantees were new. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $139,000
- -34.9% vs 2022
- Grants made (2023)
- 36
- -5.3% vs 2022
- Average grant
- $3,861
- -31.3% vs 2022
- Median grant
- $2,000
- Total assets
- $987,597
- -11.5% vs 2022
- New grantees (estimate)
- 8% first-time grantees (3 of 36, 2023)
- Primary geography
- New York (25% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Berkowitz II Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 140 Silver Springs Street, Milford, PA 18337
Phone: (917) 533-0087
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Berkowitz II Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2023
The largest 2023 recipient was Global Lyme Alliance ($20K). Together the top 10 received $96K.
Grant Size Distribution
153 grants across all recorded years
The most common grant size was under $50K: 152 grants of 153 (99%).
Geographic Focus
Where this funder awards grants
In 2023, the largest shares of grant dollars by recipient state went to New York (25%), Maryland (19%), Pennsylvania (17%), Connecticut (14%), and the District of Columbia (9%).
Grant Distribution by State
Share of 2023 grant dollars across all 36 itemized grants.
States
Cities
Is Berkowitz II Foundation Inc open to new grantees?
8%
first-time grantees, 2023
In 2023, 3 of 36 grantees (8%) were first-time recipients. First grants averaged $3K; repeat grants $4K. How we count
Medians: $2K first-time, $2K repeat.
- 72% of 2023 grantees were also funded in 2022. Method
- Giving grew 26% from 2020 to 2023. Method
- In 2023 it paid out 256% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2023). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $111K (2020) to $214K (2022). In 2023 it made 36 grants totaling $139K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Global Lyme Alliance Greenwich, CT | Unrestricted | $20,000 |
| GMBC - Greater Baltimore Medical Ce Bowsen, MD | Unrestricted | $16,000 |
| Icha Brooklyn, NY | Unrestricted | $14,000 |
| Sloan Kettering New York City, NY | Unrestricted | $10,000 |
| Be the Match Fund Foundation Minneapolis, MN | Unrestricted | $10,000 |
| Washington College Chestertown, MD | Unrestricted | $6,000 |
| World Wild Life Fund Washington, DC | Unrestricted | $5,000 |
| Ecumenical Food Pantry Milford, PA | Unrestricted | $5,000 |
| Delaware Valley Center Mid, PA | Unrestricted | $5,000 |
| New Concepts Toledo, OH | Unrestricted | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | $987,597 | $1,825 | $170,028 | $139,000 | 36 | $138,000 | $34,737 | $53,974 |
| 2022 | $1,115,744 | $16,042 | $257,151 | $213,500 | 38 | $213,500 | $34,946 | $66,358 |
| 2021 | $1,405,901 | $272,384 | $245,275 | $207,500 | 48 | $207,500 | $261,376 | $78,226 |
| 2020 | $1,726,172 | $-25,302 | $148,369 | $110,500 | 31 | — | $46,045 | $111,840 |
Under IRS private-foundation payout rules, Berkowitz II Foundation Inc reported a distributable amount of $54K for 2023 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2023 grantees illustrate a range of supported work: Global Lyme Alliance describes its mission as advancing research, awareness, and the patient voice to address Lyme and other tick-borne diseases; Washington College says it challenges and inspires emerging citizen leaders; and Pike County Humane Society says it cares for and finds homes for animals in need.
Grantmaking
In 2023, the foundation reported 36 grants totaling $139,000. Grants ranged from $1,000 to $20,000, with a median of $2,000. The largest grants included $20,000 to Global Lyme Alliance, $16,000 to GMBC - Greater Baltimore Medical CE, $14,000 to ICHA, and $10,000 each to Sloan Kettering and Be The Match Fund Foundation. The filing lists these grants as unrestricted.
Other reported grants included $6,000 to Washington College and $5,000 each to World Wild Life Fund, Ecumenical Food Pantry, Delaware Valley Center, New Concepts, Swinging for Good, and Romp Foundation. Pike County Humane Society received $2,500, and Towson University Foundation received $1,000.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2023 filing lists Michael Martin as president and CEO, Roberta Martin as vice president, and Helen Sherman as secretary and treasurer.
Berkowitz II Foundation Inc is led by Michael Martin, President & CEO on every filing since 2020; none of the 3 officers listed in 2023 report compensation.
Officers on the 2023 filing
Michael Martin
President & CEO
On filings since 2020
4 hrs/week
No compensation reported
Helen Sherman
Secretary & Treasurer
On filings since 2020
4 hrs/week
No compensation reported
Roberta Martin
Vice President
On filings since 2020
4 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2023. "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 Berkowitz II Foundation Inc
How much does Berkowitz II Foundation Inc give each year?
Berkowitz II Foundation Inc gave $139K across 36 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $214K across 38 grants.
What is Berkowitz II Foundation Inc's typical grant size?
Berkowitz II Foundation Inc's median grant in 2023 was $2,000, and its average grant was $3,861, across 36 grants on its 2023 IRS Form 990-PF. Organizations receiving their first grant from Berkowitz II Foundation Inc that year got $3K on average.
Where does Berkowitz II Foundation Inc give grants?
Berkowitz II Foundation Inc's top state is New York, with 25% of the grant dollars itemized on its 2023 IRS Form 990-PF. The next largest states were Maryland (19%) and Pennsylvania (17%). The most frequent recipient cities were Washington, DC (3 grants), Milford, PA (3 grants), Brooklyn, NY (2 grants) and Baltimore, MD (2 grants).
Does Berkowitz II Foundation Inc give general operating support?
Yes: 94% of Berkowitz II Foundation Inc's 2023 grants with a stated purpose (34 of 36) were for general or operating support, per its 2023 IRS Form 990-PF.
Who are Berkowitz II Foundation Inc's largest grantees?
Berkowitz II Foundation Inc's largest 2023 grantees include Global Lyme Alliance ($20,000), GMBC - Greater Baltimore Medical Ce ($16,000) and Icha ($14,000), according to its 2023 IRS Form 990-PF. Together they received 36% of its itemized 2023 grant dollars.
How large is Berkowitz II Foundation Inc?
Berkowitz II Foundation Inc reported $988K in total assets on its 2023 IRS Form 990-PF. It paid out $138K in qualifying distributions that year, against a required minimum of $54K (roughly 5% of its investment assets).
What does Berkowitz II Foundation Inc fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from Berkowitz II Foundation Inc?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Berkowitz II Foundation Inc's EIN?
Berkowitz II Foundation Inc's EIN (Employer Identification Number) is 26-4464319. IRS Form 990 filing data is available on this page for 2020–2023.
Does Berkowitz II Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
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