Bermel Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SIMSBURY, CT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $458K in total assets. In 2025, it awarded 5 grants totaling $81K. Net investment income was $5K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$458K
-13.7% YoY
Annual Giving
$81K
+17.5% YoY
Grant Count
5
+66.7% YoY
Avg Grant Size
$16K
-29.5% YoY
Under IRS private-foundation payout rules, Bermel Family Foundation reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.
About Bermel Family Foundation
Based on IRS filings
Bermel Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SIMSBURY, CT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $458K in total assets. In 2025, it awarded 5 grants totaling $81K. Net investment income was $5K.
Focus Areas
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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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $458,472 | $531,135 | $590,561 |
| Revenue | $15,693 | $17,664 | $-21,446 |
| Expenses | $88,356 | $77,090 | $30,093 |
| Qualifying Distributions | $80,750 | $68,750 | $15,000 |
| Net Investment Income | $5,090 | $23,492 | $16,290 |
| Distributable Amount | $31,118 | $30,878 | $29,697 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
Grant Size Distribution
16 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Sconset Trust Inc ($45,000), Sankaty Head Foundation Inc ($25,000), Nantucket Conservation Foundation ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MEMORIAL SLOAN KETTERING CANCER CENTER NEW YORK, NY | FOR GENERAL CHARITABLE PURPOSES | $250 |
| NANTUCKET CONSERVATION FOUNDATION NANTUCKET, MA | FOR GENERAL CHARITABLE PURPOSES | $10,000 |
| ON THE ISLE CORPORATION SIASCONSET, MA | FOR GENERAL CHARITABLE PURPOSES | $500 |
| SANKATY HEAD FOUNDATION INC SIASCONSET, MA | FOR GENERAL CHARITABLE PURPOSES | $25,000 |
| SCONSET TRUST INC SIASCONSET, MA | FOR GENERAL CHARITABLE PURPOSES | $45,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN J BERMEL | TRUSTEE | — | — |
| LISA R BERMEL | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bermel Family Foundation?
Bermel Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SIMSBURY, CT. It holds $458K in total assets as of 2025.
How large is Bermel Family Foundation?
As of 2025, Bermel Family Foundation holds $458K in total assets with $16K in annual revenue. It awarded 5 grants totaling $81K in 2025.
Where does Bermel Family Foundation operate?
Bermel Family Foundation has awarded grants in Connecticut, Massachusetts, New York.
What size grants does Bermel Family Foundation award?
In 2025, Bermel Family Foundation awarded 5 grants totaling $81K — an average of about $16K per grant, based on its IRS Form 990 filings.
How much is Bermel Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Bermel Family Foundation reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bermel Family Foundation's EIN?
Bermel Family Foundation's EIN (Employer Identification Number) is 81-3483530. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
Browse active grant opportunities in Bermel Family Foundation'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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