Ellen and Richard Berghamer Fdtn

Foundation · Grantmaker Cincinnati, OH EIN: 82-6542385

Ellen and Richard Berghamer Fdtn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Cincinnati, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.6M in total assets. In 2024, it awarded 8 grants totaling $400K. Net investment income was $804K.

Key facts about Ellen and Richard Berghamer Fdtn

EIN: 82-6542385
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $400,000
Grants made (2024): 8
Average grant: $50,000
Median grant: $30,000
Total assets: $7,561,281
Primary geography: Ohio (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Ellen and Richard Berghamer Fdtn funds

By grant dollars, the top recipient states for Ellen and Richard Berghamer Fdtn's 8 itemized 2024 grants were Ohio (100%). The most frequent recipient cities were Cincinnati, OH (7 grants). 38% of grants with a stated purpose were for general or operating support. Recurring purposes include "Project/Program Support" (4 grants).

How Ellen and Richard Berghamer Fdtn gives

Giving held roughly steady from 2021 to 2024 (−9%). Method
In 2024 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Ellen and Richard Berghamer Fdtn

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.6M

+5.3% YoY

Annual Giving

$400K

+15.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$50K

+15.9% YoY

Under IRS private-foundation payout rules, Ellen and Richard Berghamer Fdtn reported a distributable amount of $428K for 2024 — the minimum it must pay out in qualifying distributions.

About Ellen and Richard Berghamer Fdtn

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $400K (100%)

Share of all 8 itemized 2024 grant dollars.

States

Ohio

Cities

CincinnatiDelaware

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$7,561,281	$7,180,066	$7,159,936
Revenue	$891,438	$456,969	$264,968
Expenses	$510,832	$435,678	$570,297
Qualifying Distributions	$415,689	$361,002	$491,725
Net Investment Income	$803,586	$380,606	$198,467
Distributable Amount	$428,319	$385,444	$403,128

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

Grant Size Distribution

36 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Cincinnati Symphony Orchestra ($115,000), Cincinnati Zoo and Botanical Garden ($115,000), Episcopal Retirement Homes Inc ($50,000).

Recipient	Purpose	Amount
CINCINNATI SYMPHONY ORCHESTRA Cincinnati, OH	PROJECT/PROGRAM SUPPORT	$115,000
CINCINNATI ZOO AND BOTANICAL GARDEN Cincinnati, OH	PROJECT/PROGRAM SUPPORT	$115,000
EPISCOPAL RETIREMENT HOMES INC Cincinnati, OH	PROJECT/PROGRAM SUPPORT	$50,000
GREATER CINCINNATI TELEVISION Cincinnati, OH	PROJECT/PROGRAM SUPPORT	$35,000
OHIO WESLEYAN UNIVERSITY Delaware, OH	ANNUAL FUND	$25,000
THE SALVATION ARMY Cincinnati, OH	GENERAL OPERATING SUPPORT	$20,000
CLOVERNOOK CENTER FOR THE BLIND Cincinnati, OH	GENERAL OPERATIING SUPPORT	$20,000
CINCINNATI PUBLIC RADIO INC Cincinnati, OH	PROJECT/PROGRAM FUNDS	$20,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Name	Title	Hours	Compensation
Fifth Third Bank N a	Trustee	1	$98,362

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Ellen and Richard Berghamer Fdtn?

Ellen and Richard Berghamer Fdtn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Cincinnati, OH. It holds $7.6M in total assets as of 2024.

How large is Ellen and Richard Berghamer Fdtn?

As of 2024, Ellen and Richard Berghamer Fdtn holds $7.6M in total assets with $891K in annual revenue. It awarded 8 grants totaling $400K in 2024.

Where does Ellen and Richard Berghamer Fdtn operate?

Ellen and Richard Berghamer Fdtn has awarded grants in Ohio.

What size grants does Ellen and Richard Berghamer Fdtn award?

In 2024, Ellen and Richard Berghamer Fdtn awarded 8 grants totaling $400K — an average of about $50K per grant, based on its IRS Form 990 filings.

How much is Ellen and Richard Berghamer Fdtn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ellen and Richard Berghamer Fdtn reported a distributable amount of $428K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ellen and Richard Berghamer Fdtn's EIN?

Ellen and Richard Berghamer Fdtn's EIN (Employer Identification Number) is 82-6542385. IRS Form 990 filing data is available on this page for 2020–2024.