Harold & Muriel Berkman Charitable

Private foundation · Grantmaker Lakewood Ranch, FL EIN: 46-5520735

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.

Key facts about Harold & Muriel Berkman Charitable

In short: Harold & Muriel Berkman Charitable gave $56K across 2 grants in 2025 (avg $28K), mostly in Florida. Source: 2025 IRS Form 990-PF.

EIN
46-5520735
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$56,000
Grants made (2025)
2
Average grant
$28,000
Median grant
$28,000
Total assets
$34,611
Primary geography
Florida (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$35K

+169.9% YoY

Annual Giving

$56K

-74.0% YoY

Grant Count

2

+100.0% YoY

Avg Grant Size

$28K

-87.0% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of 2025 grant dollars across all 2 itemized grants.

Cities

TampaNew OrleansBirminghamCharlestonEugeneMorgantownSan AntonioLakewood RanchTallahassee

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K5 grants2019 4 grants2020 6 grants2021 4 grants2022 4 grants2023 1 grant2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $28K (2020) to $215K (2024). In 2025 it made 2 grants totaling $56K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Scholarships: $50KScholarships$50KResearch Grants: $6KResearch Grants$6K

The largest 2025 recipient was Scholarships ($50K). Together the top 2 received $56K.

Grant Size Distribution

17 grants across all recorded years

12<$50K4$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 12 grants of 17 (71%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Scholarships Various, FLScholarship Award$50,000
Research Grants Various, FLResearch Grants Awards$6,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$34,611$12,822$79,441
Revenue$93,266$157,134$62,000
Expenses$71,477$223,753$64,011
Qualifying Distributions$56,000$215,210$59,430
Net Investment Income—$134—
Distributable Amount$1,204$1,182$3,586

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS September 7, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS June 14, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 11, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS August 3, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 26, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 11, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 16, 2026)
  8. IRS filings on file for fiscal years 2019–2025

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

Barry J Babin PhD — Director: $2KBarry J Babin PhDDirector$2KNina Krey Ph D — Director: $2KNina Krey Ph DDirector$2KStuart Berry — Director: $1KStuart BerryDirector$1KLaurie Babin PhD — Director: $1KLaurie Babin PhDDirector$1KJulie Moulard PhD — Director: $500Julie Moulard PhDDirector$500Steve Horton — Director: $500Steve HortonDirector$500David Ortinau Phd — Director: $500David Ortinau PhdDirector$500

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.

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Harold & Muriel Berkman Charitable's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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