James R Berdell Foundation Inc
James R Berdell Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.7M
+12.9% YoY
Annual Giving
$603K
+364.2% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$302K
+132.1% YoY
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.
About James R Berdell Foundation Inc
Based on IRS filings
James R Berdell Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,685,913 | $2,379,915 | $2,422,944 |
| Revenue | $1,038,927 | $198,532 | $566,338 |
| Expenses | $719,447 | $241,561 | $209,486 |
| Qualifying Distributions | $603,439 | $130,000 | $101,672 |
| Net Investment Income | $449,478 | — | — |
| Distributable Amount | $231,594 | $252,491 | $211,787 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
8 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Legacy ($473,439), Mit Fellowship Fund ($130,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MIT FELLOWSHIP FUND CAMBRIDGE, MA | GENERAL | $130,000 |
| LEGACY PALO ALTO, CA | GENERAL | $473,439 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES BERDELL | PRESIDENT | 5 | — |
| LAUREN PODOLL | SECRETARY | 2 | — |
| ROBERT LEDOUX | TREASURER | 1 | — |
| PETER MCCREA | DIRECTOR | 1 | — |
| KIA SULLIVAN | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is James R Berdell Foundation Inc?
James R Berdell Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MENLO PARK, CA. It holds $2.7M in total assets as of 2024.
How large is James R Berdell Foundation Inc?
As of 2024, James R Berdell Foundation Inc holds $2.7M in total assets with $1.0M in annual revenue. It awarded 2 grants totaling $603K in 2024.
Where does James R Berdell Foundation Inc operate?
James R Berdell Foundation Inc has awarded grants in California, District of Columbia, Massachusetts.
What size grants does James R Berdell Foundation Inc award?
In 2024, James R Berdell Foundation Inc awarded 2 grants totaling $603K — an average of about $302K per grant, based on its IRS Form 990 filings.
How much is James R Berdell Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, James R Berdell Foundation Inc reported a distributable amount of $232K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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