Birk Foundation
Birk Foundation is a private foundation, based in Sarasota, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $496K in total assets. In 2025, it awarded 6 grants totaling $350K. Net investment income was $143K.
Birk Foundation at a glance
In short: Birk Foundation gave $350K across 6 grants in 2025 (avg $58K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $350,375
- +985.6% vs 2024
- Grants made (2025)
- 6
- +20.0% vs 2024
- Average grant
- $58,396
- +804.7% vs 2024
- Median grant
- $7,750
- Total assets
- $496,136
- -29.8% vs 2024
- Primary geography
- Indiana (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 Birk Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Community Foundation of Madison and Jefferson County ($300K). Together the top 6 received $350K.
Grant Size Distribution
26 grants across all recorded years
The most common grant size was under $50K: 24 grants of 26 (92%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Birk Foundation gives
- Giving grew 557% from 2022 to 2025. Method
- In 2025 it paid out 794% 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 2019 to 2025, annual grant giving ranged from $32K (2024) to $350K (2025). In 2025 it made 6 grants totaling $350K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Foundation of Madison and Jefferson County Madison, IN | To Further Exempt Purpose | $300,000 |
| Prince of Peace Catholic Schools Madison, IN | To Further Exempt Purpose | $27,700 |
| New Hope Services Inc Jeffersonville, IN | To Further Exempt Purpose | $10,000 |
| Jefferson County House of Hope Madison, IN | To Further Exempt Purpose | $5,500 |
| Fraternal Order of Police 128 Madison, IN | To Futher Exempt Purpose | $4,000 |
| Girls Incorporated of Jefferson County Madison, IN | To Further Exempt Purpose | $3,175 |
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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 | $496,136 | $151,270 | $361,969 | $350,375 | 6 | $350,375 | $142,926 | $44,109 |
| 2024 | $706,835 | $45,317 | $46,806 | $32,275 | 5 | $32,275 | $36,513 | $47,494 |
| 2023 | $708,324 | $26,605 | $262,974 | $250,700 | 4 | $250,700 | $18,177 | $46,522 |
| 2022 | $944,693 | $-11,917 | $65,980 | $53,300 | 5 | $53,300 | $6,768 | $56,697 |
| 2021 | $1,022,590 | $56,882 | $67,584 | $45,100 | 6 | $45,100 | $43,421 | $60,201 |
| 2020 | $1,033,292 | $212,454 | $49,117 | $44,000 | 5 | — | $212,454 | $51,581 |
| 2019 | $869,955 | $70,609 | $41,393 | $35,650 | 5 | — | $70,609 | $47,000 |
Under IRS private-foundation payout rules, Birk Foundation reported a distributable amount of $44K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Birk Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
F. James Walker
Trustee & Advisor Committee
On filings since 2019
No compensation reported
Merritt K. Alcorn
Advisor Committee
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Birk Foundation
How much does Birk Foundation give each year?
Birk Foundation gave $350K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $32K across 5 grants.
What is Birk Foundation's typical grant size?
Birk Foundation's median grant in 2025 was $7,750, and its average grant was $58,396, across 6 grants on its 2025 IRS Form 990-PF.
Where does Birk Foundation give grants?
Birk Foundation gives mostly in Indiana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Madison, IN (5 grants).
Who are Birk Foundation's largest grantees?
Birk Foundation's largest 2025 grantees include Community Foundation of Madison and Jefferson County ($300,000), Prince of Peace Catholic Schools ($27,700) and New Hope Services Inc ($10,000), according to its 2025 IRS Form 990-PF. Together they received 96% of its itemized 2025 grant dollars.
How large is Birk Foundation?
Birk Foundation reported $496K in total assets on its 2025 IRS Form 990-PF. It paid out $350K in qualifying distributions that year, against a required minimum of $44K (roughly 5% of its investment assets).
What is Birk Foundation's EIN?
Birk Foundation's EIN (Employer Identification Number) is 20-0464855. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
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