Bermel Family Foundation
Bermel Family Foundation is a private foundation, 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.
Bermel Family Foundation at a glance
In short: Bermel Family Foundation gave $81K across 5 grants in 2025 (avg $16K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $80,750
- +17.5% vs 2024
- Grants made (2025)
- 5
- +66.7% vs 2024
- Average grant
- $16,150
- -29.5% vs 2024
- Median grant
- $10,000
- Total assets
- $458,472
- -13.7% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Bermel Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Sconset Trust Inc ($45K). Together the top 5 received $81K.
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 16 grants of 16 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How Bermel Family Foundation gives
- Giving grew 325% from 2022 to 2025. Method
- In 2025 it paid out 259% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $15K (2021) to $81K (2025). In 2025 it made 5 grants totaling $81K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sconset Trust Inc Siasconset, MA | For General Charitable Purposes | $45,000 |
| Sankaty Head Foundation Inc Siasconset, MA | For General Charitable Purposes | $25,000 |
| Nantucket Conservation Foundation Nantucket, MA | For General Charitable Purposes | $10,000 |
| On the Isle Corporation Siasconset, MA | For General Charitable Purposes | $500 |
| Memorial Sloan Kettering Cancer Center New York, NY | For General Charitable Purposes | $250 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $458,472 | $15,693 | $88,356 | $80,750 | 5 | $80,750 | $5,090 | $31,118 |
| 2024 | $531,135 | $17,664 | $77,090 | $68,750 | 3 | $68,750 | $23,492 | $30,878 |
| 2023 | $590,561 | $-21,446 | $30,093 | $15,000 | 2 | $15,000 | $16,290 | $29,697 |
| 2022 | $642,100 | $507,520 | $25,332 | $18,984 | 4 | $18,984 | $244,276 | $25,564 |
| 2021 | $159,912 | $23,790 | $19,368 | $15,000 | 2 | — | $17,216 | $11,951 |
| 2020 | $155,490 | $14,152 | $21,479 | $17,500 | 3 | — | $8,277 | $10,438 |
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.
Leadership & Key People
Officers and directors from IRS filings
Bermel Family Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
John J. Bermel
Trustee
On filings since 2020
No compensation reported
Lisa R. Bermel
Trustee
On filings since 2020
No compensation reported
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 Bermel Family Foundation
How much does Bermel Family Foundation give each year?
Bermel Family Foundation gave $81K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $69K across 3 grants.
What is Bermel Family Foundation's typical grant size?
Bermel Family Foundation's median grant in 2025 was $10,000, and its average grant was $16,150, across 5 grants on its 2025 IRS Form 990-PF.
Where does Bermel Family Foundation give grants?
Bermel Family Foundation gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Siasconset, MA (3 grants).
Does Bermel Family Foundation give general operating support?
Yes: 100% of Bermel Family Foundation's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bermel Family Foundation's largest grantees?
Bermel Family Foundation's largest 2025 grantees include Sconset Trust Inc ($45,000), Sankaty Head Foundation Inc ($25,000) and Nantucket Conservation Foundation ($10,000), according to its 2025 IRS Form 990-PF. Together they received 99% of its itemized 2025 grant dollars.
How large is Bermel Family Foundation?
Bermel Family Foundation reported $458K in total assets on its 2025 IRS Form 990-PF. It paid out $81K in qualifying distributions that year, against a required minimum of $31K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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