James R Berdell Foundation Inc
James R Berdell Foundation Inc is a private foundation, based in Menlo Park, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 2 grants totaling $603K. Net investment income was $449K.
James R Berdell Foundation Inc at a glance
In short: James R Berdell Foundation Inc gave $603K across 2 grants in 2024 (avg $302K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $603,439
- +364.2% vs 2023
- Grants made (2024)
- 2
- +100.0% vs 2023
- Average grant
- $301,720
- +132.1% vs 2023
- Median grant
- $301,720
- Total assets
- $2,685,913
- +12.9% vs 2023
- Primary geography
- California (78% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who James R Berdell Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Legacy ($473K). Together the top 2 received $603K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was in the $100–250K range: 4 grants of 8 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
Cities
How James R Berdell Foundation Inc gives
- Giving grew 570% from 2021 to 2024. Method
- In 2024 it paid out 261% 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 2024, annual grant giving ranged from $90K (2021) to $603K (2024). In 2024 it made 2 grants totaling $603K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Legacy Palo Alto, CA | General | $473,439 |
| MIT Fellowship Fund Cambridge, MA | General | $130,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $2,685,913 | $1,038,927 | $719,447 | $603,439 | 2 | $603,439 | $449,478 | $231,594 |
| 2023 | $2,379,915 | $198,532 | $241,561 | $130,000 | 1 | $130,000 | — | $252,491 |
| 2022 | $2,422,944 | $566,338 | $209,486 | $100,000 | 1 | $101,672 | — | $211,787 |
| 2021 | $2,044,818 | $1,075,144 | $166,652 | $90,000 | 2 | $90,000 | $6,578 | $193,073 |
| 2020 | $1,136,326 | $1,302,906 | $255,184 | $190,000 | 2 | — | $499,147 | $37,473 |
Under IRS private-foundation payout rules, James R Berdell Foundation Inc reported a distributable amount of $232K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
James R Berdell Foundation Inc is led by James Berdell, President on every filing since 2020; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
James Berdell
President
On filings since 2020
5 hrs/week
No compensation reported
Kia Sullivan
Director
On filings since 2020
1 hr/week
No compensation reported
Peter McCrea
Director
On filings since 2020
1 hr/week
No compensation reported
Lauren Podoll
Secretary
On filings since 2020
2 hrs/week
No compensation reported
Robert Ledoux
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about James R Berdell Foundation Inc
How much does James R Berdell Foundation Inc give each year?
James R Berdell Foundation Inc gave $603K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $130K across 1 grant.
How large is James R Berdell Foundation Inc?
James R Berdell Foundation Inc reported $2.7M in total assets on its 2024 IRS Form 990-PF. It paid out $603K in qualifying distributions that year, against a required minimum of $232K (roughly 5% of its investment assets).
Where does James R Berdell Foundation Inc operate?
James R Berdell Foundation Inc has awarded grants in California, District of Columbia, Massachusetts.
What is James R Berdell Foundation Inc's EIN?
James R Berdell Foundation Inc's EIN (Employer Identification Number) is 81-1389572. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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