Louis Berkowitz Family Foundation Inc

Foundation · Grantmaker East Setauket, NY EIN: 13-3190334
EducationHealthIn-patient medical careHospital careDiseases and conditions

LOUIS BERKOWITZ FAMILY FOUNDATION INC is a private foundation based in East Setauket, New York. Its 2025 filing lists awards to religious, charitable, medical, and educational institutions, including organizations working in health, education, youth development, and community services.

Key facts about Louis Berkowitz Family Foundation Inc

In short: Louis Berkowitz Family Foundation Inc gave $193K across 35 grants in 2025 (avg $6K), top state District of Columbia. 20% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
13-3190334
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$193,000
Grants made (2025)
35
Average grant
$5,514
Median grant
$1,000
New grantees (estimate)
20% first-time grantees (7 of 35, 2025)
Total assets
$3,536,408
Primary geography
District of Columbia (27% of itemized 2025 grant dollars)
How to apply
The filing names Gail Hoefener as the contact and specifies a standard request form from the applying organization. Full details ↓
Deadline
None.

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.5M

+0.1% YoY

Annual Giving

$193K

+3.7% YoY

Grant Count

35

-14.6% YoY

Avg Grant Size

$6K

+21.4% YoY

Under IRS private-foundation payout rules, Louis Berkowitz Family Foundation Inc reported a distributable amount of $174K for 2025 — the minimum it must pay out in qualifying distributions.

Is Louis Berkowitz Family Foundation Inc open to new grantees?

20%

first-time grantees, 2025

In 2025, 7 of 35 grantees (20%) were first-time recipients. First grants averaged $5K; repeat grants $6K. How we count

Medians: $2K first-time, $1K repeat.

  • 60% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+10%). Method
  • In 2025 it paid out 120% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s filing does not state a mission. Its 2025 grants included support for a range of organizations. For example, Girls on the Run NJ East says its mission is to inspire girls to be joyful, healthy, and confident through a curriculum that integrates running. St. Jude Children’s Research Hospital says it advances cures and prevention for pediatric catastrophic diseases through research and treatment. Lansing Promise says it helps students access higher education through readiness and scholarships.

Other 2025 recipients describe work in areas such as supporting families in need, helping grieving children and families, and advancing a university’s mission through philanthropic gifts. These are the recipient organizations’ descriptions of their work.

Grantmaking

In 2025, the foundation reported 35 grants totaling $193,000. Individual grants ranged from $100 to $51,500, with a median grant of $1,000. Among the largest awards were $51,500 to the Lupus Foundation of America Inc, $25,500 to Educate 2 Envision International, $20,000 to Save a Child’s Heart USA, $15,000 to Stony Brook Foundation, and $12,250 to Horses Healing Hearts.

Review Cycle

** None.

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Geographic Focus

Where this funder awards grants

The foundation’s 2025 grant dollars went to recipients in multiple states. The largest shares were directed to organizations in the District of Columbia (27%), Maryland (17%), Florida (14%), California (14%), and New York (13%). Listed recipients also include organizations in New Jersey, Tennessee, and Connecticut.

Grant Distribution by State

18states

Share of all 35 itemized 2025 grant dollars.

Cities

LansingWashingtonNew YorkBoca RatonPalm Beach GardensWest Palm BeachBoynton BeachEast SetauketLawrencevillePotsdamSilver SpringStony BrookSunriseWingateChicagoMerrifieldSan LeandroAnaheimAnn ArborBellmawr

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K40 grants202041 grants202134 grants202233 grants202341 grants202435 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

The Lupus Foundation of America Inc: $52KThe Lupus Foundation ofAmerica Inc$52KEducate 2 Envision International: $26KEducate 2 EnvisionInternational$26KSave a Childs Heart USA: $20KSave a Childs Heart USA$20KStony Brook Foundation: $15KStony Brook Foundation$15KHorses Healing Hearts: $12KHorses Healing Hearts$12KGirls on the Run NJ East: $12KGirls on the Run NJ East$12KJafco: $10KJafco$10KTuberous Sclerosis Alliance: $10KTuberous Sclerosis Alliance$10KNational Multiple Sclerosis Society Mi Chapter: $8KNational Multiple SclerosisSociety Mi Chapter$8KSt Jude Childrens Research Hospital: $5KSt Jude Childrens ResearchHospital$5K

Grant Size Distribution

184 grants across all recorded years

180<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
THE LUPUS FOUNDATION OF AMERICA INC Washington, DCFOR DONEE'S EXEMPT PURPOSE$51,500
EDUCATE 2 ENVISION INTERNATIONAL San Laendro, CAFOR DONEE'S EXEMPT PURPOSE$25,500
SAVE A CHILDS HEART USA Potomac, MDFOR DONEE'S EXEMPT PURPOSE$20,000
STONY BROOK FOUNDATION Stony Brook, NYFOR DONEE'S EXEMPT PURPOSE$15,000
HORSES HEALING HEARTS Boynton Beach, FLFOR DONEE'S EXEMPT PURPOSE$12,250
GIRLS ON THE RUN NJ EAST Millburn, NJFOR DONEE'S EXEMPT PURPOSE$12,000
JAFCO Sunrise, FLFOR DONEE'S EXEMPT PURPOSE$10,000
TUBEROUS SCLEROSIS ALLIANCE Silver Spring, MDFOR DONEE'S EXEMPT PURPOSE$10,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY MI CHAPTER New York, NYFOR DONEE'S EXEMPT PURPOSE$8,000
ST JUDE CHILDRENS RESEARCH HOSPITAL Memphis, TNFOR DONEE'S EXEMPT PURPOSE$5,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $3,536,408 $221,123 $216,862 $193,000
2024 $3,532,712 $354,808 $205,057 $186,200
2023 $3,362,517 $154,499 $188,492 $184,500
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K202020212022202320242025
Metric202520242023
Total Assets$3,536,408$3,532,712$3,362,517
Revenue$221,123$354,808$154,499
Expenses$216,862$205,057$188,492
Qualifying Distributions$210,213$197,469$188,492
Net Investment Income$214,474$347,720$154,499
Distributable Amount$174,486$171,423$165,331

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Gail Hoefener as president and board member; Allison Farr, Laurie Chaplin, Andrew Schor, and Amanda Scott as vice presidents and board members; and Karen Hoefener as secretary and treasurer.

Louis Berkowitz Family Foundation Inc is led by Gail Hoefener, President & Board Member since 2023 (on filings since 2020); none of the 6 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Gail Hoefener

    President & Board Member

    President & Treasurer → President & Board Member, 2023

    On filings since 2020

    1 hr/week

    No compensation reported

  • Andrew Schor

    Vice President & Board Member

    On filings since 2020

    1 hr/week

    No compensation reported

  • Karen Hoefener

    Secretary & Treasurer

    Secretary & Board Member → Secretary & Treasurer, 2023

    On filings since 2020

    1 hr/week

    No compensation reported

  • Laurie Chaplin

    Vice President & Board Member

    On filings since 2020

    1 hr/week

    No compensation reported

  • Allison Farr

    Vice President & Board Member

    On filings since 2021

    1 hr/week

    No compensation reported

  • Amanda Scott

    Vice President & Board Member

    New on the 2025 filing

    1 hr/week

    No compensation reported

Former officers (3)
  • Former: Amanda Chaplin (2023–2024) — Vice President & Board Member
  • Former: Lynn Schor (2020–2023) — Vice President & Board Member
  • Former: Allison Hoefener (2020) — Vice President & Board Member

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.

Contact

Application contact: Gail Hoefener
Mailing address: PO Box 840, East Setauket, NY 11733
Phone: (631) 689-5985

Frequently asked questions about Louis Berkowitz Family Foundation Inc

How much does Louis Berkowitz Family Foundation Inc give each year?

Louis Berkowitz Family Foundation Inc gave $193K across 35 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $186K across 41 grants.

What is Louis Berkowitz Family Foundation Inc's typical grant size?

Louis Berkowitz Family Foundation Inc's median grant in 2025 was $1,000, and its average grant was $5,514, across 35 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Louis Berkowitz Family Foundation Inc that year got $5K on average.

Where does Louis Berkowitz Family Foundation Inc give grants?

Louis Berkowitz Family Foundation Inc's top state is District of Columbia, with 27% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Maryland (17%) and Florida (14%). The most frequent recipient cities were Lansing, MI (5 grants) and Washington, DC (2 grants).

Who are Louis Berkowitz Family Foundation Inc's largest grantees?

Louis Berkowitz Family Foundation Inc's largest 2025 grantees include The Lupus Foundation of America Inc ($51,500), Educate 2 Envision International ($25,500) and Save a Childs Heart USA ($20,000), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.

How large is Louis Berkowitz Family Foundation Inc?

Louis Berkowitz Family Foundation Inc reported $3.5M in total assets on its 2025 IRS Form 990-PF. It paid out $210K in qualifying distributions that year, against a required minimum of $174K (roughly 5% of its investment assets).

What does Louis Berkowitz Family Foundation Inc fund?

The foundation’s filing does not state a mission. Its 2025 grants included support for a range of organizations. For example, Girls on the Run NJ East says its mission is to inspire girls to be joyful, healthy, and confident through a curriculum that integrates running. St. Jude Children’s Research Hospital says it advances cures and prevention for pediatric catastrophic diseases through research and treatment. Lansing Promise says it helps students access higher education through readiness and…

How do I apply for a grant from Louis Berkowitz Family Foundation Inc?

The filing names Gail Hoefener as the contact and specifies a standard request form from the applying organization. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Louis Berkowitz Family Foundation Inc's EIN?

Louis Berkowitz Family Foundation Inc's EIN (Employer Identification Number) is 13-3190334. 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. Research dossier generated September 2026.

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