Ellen and Richard Berghamer Fdtn
Ellen and Richard Berghamer Fdtn is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $8.1M in total assets. In 2025, it awarded 8 grants totaling $455K. Net investment income was $1.1M.
Ellen and Richard Berghamer Fdtn at a glance
In short: Ellen and Richard Berghamer Fdtn gave $455K across 8 grants in 2025 (avg $57K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $455,000
- +13.8% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $56,875
- +13.8% vs 2024
- Median grant
- $37,500
- Total assets
- $8,145,579
- +7.7% vs 2024
- Primary geography
- Ohio (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 Ellen and Richard Berghamer Fdtn funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Cincinnati Symphony Orchestra ($125K). Together the top 8 received $455K.
Grant Size Distribution
38 grants across all recorded years
The most common grant size was under $50K: 23 grants of 38 (61%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
States
Cities
How Ellen and Richard Berghamer Fdtn gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 106% 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 $325K (2020) to $480K (2022). In 2025 it made 8 grants totaling $455K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cincinnati Symphony Orchestra Cincinnati, OH | Project/Program Support | $125,000 |
| Cincinnati Zoo and Botanical Garden Cincinnati, OH | Project/Program Support | $125,000 |
| Episcopal Retirement Homes Inc Cincinnati, OH | Project/Program Support | $60,000 |
| Cincinnati Public Radio Inc Cincinnati, OH | Project/Program Funds | $40,000 |
| Greater Cincinnati Television Cincinnati, OH | Project/Program Support | $35,000 |
| Ohio Wesleyan University Delaware, OH | Annual Fund | $30,000 |
| The Salvation Army Cincinnati, OH | General Operating Support | $20,000 |
| Clovernook Center for the Blind Cincinnati, OH | General Operatiing Support | $20,000 |
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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 | $8,145,579 | $1,164,125 | $579,507 | $455,000 | 8 | $472,145 | $1,073,292 | $445,966 |
| 2024 | $7,561,281 | $891,438 | $510,832 | $400,000 | 8 | $415,689 | $803,586 | $428,319 |
| 2023 | $7,180,066 | $456,969 | $435,678 | $345,000 | 8 | $361,002 | $380,606 | $385,444 |
| 2022 | $7,159,936 | $264,968 | $570,297 | $480,000 | 8 | $491,725 | $198,467 | $403,128 |
| 2021 | $7,466,259 | $774,031 | $517,904 | $440,000 | 6 | $440,788 | $691,051 | $435,501 |
| 2020 | $7,208,729 | $295,899 | $409,286 | $325,000 | 6 | — | $228,232 | $372,412 |
Under IRS private-foundation payout rules, Ellen and Richard Berghamer Fdtn reported a distributable amount of $446K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ellen and Richard Berghamer Fdtn's only listed officer is Fifth Third Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Fifth Third Bank N A
Trustee
On filings since 2020
1 hr/week
$63K (2020) → $103K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $103K, to Fifth Third Bank N a (Trustee).
Frequently asked questions about Ellen and Richard Berghamer Fdtn
How much does Ellen and Richard Berghamer Fdtn give each year?
Ellen and Richard Berghamer Fdtn gave $455K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $400K across 8 grants.
What is Ellen and Richard Berghamer Fdtn's typical grant size?
Ellen and Richard Berghamer Fdtn's median grant in 2025 was $37,500, and its average grant was $56,875, across 8 grants on its 2025 IRS Form 990-PF.
Where does Ellen and Richard Berghamer Fdtn give grants?
Ellen and Richard Berghamer Fdtn gives mostly in Ohio: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Cincinnati, OH (7 grants).
Does Ellen and Richard Berghamer Fdtn give general operating support?
Yes: 38% of Ellen and Richard Berghamer Fdtn's 2025 grants with a stated purpose (3 of 8) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Project/Program Support" (4 grants).
Who are Ellen and Richard Berghamer Fdtn's largest grantees?
Ellen and Richard Berghamer Fdtn's largest 2025 grantees include Cincinnati Symphony Orchestra ($125,000), Cincinnati Zoo and Botanical Garden ($125,000) and Episcopal Retirement Homes Inc ($60,000), according to its 2025 IRS Form 990-PF. Together they received 68% of its itemized 2025 grant dollars.
How large is Ellen and Richard Berghamer Fdtn?
Ellen and Richard Berghamer Fdtn reported $8.1M in total assets on its 2025 IRS Form 990-PF. It paid out $472K in qualifying distributions that year, against a required minimum of $446K (roughly 5% of its investment assets).
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
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