Ellen and Richard Berghamer Fdtn
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.
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
8
+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
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.
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 | 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 |
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 include Cincinnati Symphony Orchestra ($115,000), Cincinnati Zoo and Botanical Garden ($115,000), Episcopal Retirement Homes Inc ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THE SALVATION ARMY CINCINNATI, OH | GENERAL OPERATING SUPPORT | $20,000 |
| 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 |
| CLOVERNOOK CENTER FOR THE BLIND CINCINNATI, OH | GENERAL OPERATIING SUPPORT | $20,000 |
| CINCINNATI PUBLIC RADIO INC CINCINNATI, OH | PROJECT/PROGRAM FUNDS | $20,000 |
| OHIO WESLEYAN UNIVERSITY DELAWARE, OH | ANNUAL FUND | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A | TRUSTEE | 1 | $98,362 |
Subject Areas
Focus areas based on grantmaking activity
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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