Harold & Muriel Berkman Charitable
Harold & Muriel Berkman Charitable is a private foundation focused on Human Services, based in Lakewood Ranch, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $35K in total assets. In 2025, it awarded 2 grants totaling $56K.
Harold & Muriel Berkman Charitable at a glance
In short: Harold & Muriel Berkman Charitable gave $56K across 2 grants in 2025 (avg $28K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $56,000
- -74.0% vs 2024
- Grants made (2025)
- 2
- +100.0% vs 2024
- Average grant
- $28,000
- -87.0% vs 2024
- Median grant
- $28,000
- Total assets
- $34,611
- +169.9% vs 2024
- Primary geography
- Florida (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 Harold & Muriel Berkman Charitable funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Scholarships ($50K). Together the top 2 received $56K.
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 12 grants of 17 (71%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Harold & Muriel Berkman Charitable gives
- Giving fell 23% from 2022 to 2025. Method
- In 2025 it paid out well above 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 $28K (2020) to $215K (2024). In 2025 it made 2 grants totaling $56K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Scholarships Various, FL | Scholarship Award | $50,000 |
| Research Grants Various, FL | Research Grants Awards | $6,000 |
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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 | $34,611 | $93,266 | $71,477 | $56,000 | 2 | $56,000 | — | $1,204 |
| 2024 | $12,822 | $157,134 | $223,753 | $215,210 | 1 | $215,210 | $134 | $1,182 |
| 2023 | $79,441 | $62,000 | $64,011 | $59,430 | 4 | $59,430 | — | $3,586 |
| 2022 | $81,452 | $54,016 | $89,917 | $73,000 | 4 | $73,000 | $2,001 | $3,040 |
| 2021 | $117,353 | $90,042 | $85,141 | $78,000 | 6 | $78,000 | $42 | $4,354 |
| 2020 | $112,452 | $61,382 | $31,006 | $27,870 | 4 | — | $1,382 | $3,617 |
| 2019 | $82,076 | $91,078 | $100,445 | $92,060 | 5 | — | $1,078 | $4,110 |
Under IRS private-foundation payout rules, Harold & Muriel Berkman Charitable reported a distributable amount of $1K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Harold & Muriel Berkman Charitable is led by Karen A Berkman PhD, President since 2021 (on filings since 2019); 7 of 8 officers listed in 2025 are compensated.
Officers on the 2025 filing
Karen A Berkman PhD
President
Director → President, 2021
On filings since 2019
4 hrs/week
No compensation reported
Barry J Babin PhD
Director
On filings since 2019
3 hrs/week
$2K (2021) → $2K (2025)
Laurie Babin PhD
Director
On filings since 2019
1 hr/week
$500 (2021) → $1K (2025)
Nina Krey Ph D
Director
On filings since 2019
1 hr/week
$750 (2021) → $2K (2025)
Stuart Berry
Director
On filings since 2019
1 hr/week
$1K (2021) → $1K (2025)
Julie Moulard PhD
Director
On filings since 2021
1 hr/week
$1K (2022) → $500 (2025)
David Ortinau PhD
Director
New on the 2025 filing
1 hr/week
$500 (2025)
Steve Horton
Director
New on the 2025 filing
1 hr/week
$500 (2025)
Former officers (4)
- Former: Larry Braue (2021–2024) — Director
- Former: Muriel Berkman (2019–2021) — Vice President
- Former: Harold W. Berkman PhD (2019–2020) — President
- Former: Martha Martinez-Malo (2019–2020) — Secretary & Treasurer
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to Barry J Babin PhD (Director). 7 officers or directors reported compensation on that filing.
Frequently asked questions about Harold & Muriel Berkman Charitable
How much does Harold & Muriel Berkman Charitable give each year?
Harold & Muriel Berkman Charitable gave $56K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $215K across 1 grant.
How large is Harold & Muriel Berkman Charitable?
Harold & Muriel Berkman Charitable reported $35K in total assets on its 2025 IRS Form 990-PF. It paid out $56K in qualifying distributions that year, against a required minimum of $1K (roughly 5% of its investment assets).
What is Harold & Muriel Berkman Charitable?
Harold & Muriel Berkman Charitable is a private foundation focused on Human Services, based in Lakewood Ranch, FL. It holds $35K in total assets as of 2025.
Where does Harold & Muriel Berkman Charitable operate?
Harold & Muriel Berkman Charitable has awarded grants in Alabama, Florida, Oregon, South Carolina, Texas, West Virginia.
What is Harold & Muriel Berkman Charitable's EIN?
Harold & Muriel Berkman Charitable's EIN (Employer Identification Number) is 46-5520735. 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
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS September 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 26, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 11, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 16, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Harold & Muriel Berkman Charitable funds
Human Services Open opportunities, soonest deadline first.
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