Berkowitz Ii Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILFORD, PA. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $988K in total assets. In 2023, it awarded 36 grants totaling $139K. Net investment income was $35K.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$988K
-11.5% YoY
Annual Giving
$139K
-34.9% YoY
Grant Count
36
-5.3% YoY
Avg Grant Size
$4K
-31.3% YoY
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.
About Berkowitz Ii Foundation Inc
Based on IRS filings
Berkowitz Ii Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILFORD, PA. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $988K in total assets. In 2023, it awarded 36 grants totaling $139K. Net investment income was $35K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $987,597 | $1,115,744 | $1,405,901 |
| Revenue | $1,825 | $16,042 | $272,384 |
| Expenses | $170,028 | $257,151 | $245,275 |
| Qualifying Distributions | $138,000 | $213,500 | $207,500 |
| Net Investment Income | $34,737 | $34,946 | $261,376 |
| Distributable Amount | $53,974 | $66,358 | $78,226 |
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 2023
Grant Size Distribution
153 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest include Global Lyme Alliance ($20,000), Gmbc - Greater Baltimore Medical Ce ($16,000), Icha ($14,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UMMS FOUNDATION BALTIMORE, MD | UNRESTRICTED | $1,000 |
| WORLD WILD LIFE FUND WASHINGTON, DC | UNRESTRICTED | $5,000 |
| SLOAN KETTERING NEW YORK CITY, NY | UNRESTRICTED | $10,000 |
| SUNNYSIDE SENIOR CENTER SUNNYSIDE, NY | UNRESTRICTED | $2,500 |
| MILFORD FIRE DEPT QUAKERTOWN, PA | UNRESTRICTED | $2,500 |
| ECUMENICAL FOOD PANTRY MILFORD, PA | UNRESTRICTED | $5,000 |
| MILFORD ENHANCEMENT COMMITTEE MILFORD, PA | UNRESTRICTED | $1,000 |
| GMBC - GREATER BALTIMORE MEDICAL CE BOWSEN, MD | UNRESTRICTED | $16,000 |
| BE THE MATCH FUND FOUNDATION MINNEAPOLIS, MN | UNRESTRICTED | $10,000 |
| DELAWARE HIGHLANDS CONSERVANCY KAUNEONGA LAKE, NY | UNRESTRICTED | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MICHAEL MARTIN | PRES/CEO | 4 | — |
| ROBERTA MARTIN | vice pres | 4 | — |
| HELEN SHERMAN | SEC/TREAS | 4 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Berkowitz Ii Foundation Inc?
Berkowitz Ii Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILFORD, PA. It holds $988K in total assets as of 2023.
How large is Berkowitz Ii Foundation Inc?
As of 2023, Berkowitz Ii Foundation Inc holds $988K in total assets with $2K in annual revenue. It awarded 36 grants totaling $139K in 2023.
Where does Berkowitz Ii Foundation Inc operate?
Berkowitz Ii Foundation Inc has awarded grants in Colorado, Connecticut, District of Columbia, Florida, Hawaii, Illinois, Maryland, Minnesota, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Virginia, Vermont.
What size grants does Berkowitz Ii Foundation Inc award?
In 2023, Berkowitz Ii Foundation Inc awarded 36 grants totaling $139K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Berkowitz Ii Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Berkowitz Ii Foundation Inc reported a distributable amount of $54K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Berkowitz Ii 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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