Louis Berkowitz Family Foundation Inc
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.
Louis Berkowitz Family Foundation Inc at a glance
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.
- Annual giving (2025)
- $193,000
- +3.7% vs 2024
- Grants made (2025)
- 35
- -14.6% vs 2024
- Average grant
- $5,514
- +21.4% vs 2024
- Median grant
- $1,000
- Total assets
- $3,536,408
- +0.1% vs 2024
- New grantees (estimate)
- 20% first-time grantees (7 of 35, 2025)
- Primary geography
- District of Columbia (27% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Louis Berkowitz Family Foundation Inc
- How to Apply
-
The filing names Gail Hoefener as the contact and specifies a standard request form from the applying organization. Awards are restricted to religious, charitable, medical, and educational institutions.
- Contact
Application contact: Gail Hoefener
Mailing address: PO Box 840, East Setauket, NY 11733
Phone: (631) 689-5985
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Louis Berkowitz Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was The Lupus Foundation of America Inc ($52K). Together the top 10 received $169K.
Grant Size Distribution
184 grants across all recorded years
The most common grant size was under $50K: 180 grants of 184 (98%).
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
Share of 2025 grant dollars across all 35 itemized grants.
States
Cities
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.
- 66% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $167K (2020) to $193K (2025). In 2025 it made 35 grants totaling $193K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Lupus Foundation of America Inc Washington, DC | For Donee's Exempt Purpose | $51,500 |
| Educate 2 Envision International San Laendro, CA | For Donee's Exempt Purpose | $25,500 |
| Save a Childs Heart USA Potomac, MD | For Donee's Exempt Purpose | $20,000 |
| Stony Brook Foundation Stony Brook, NY | For Donee's Exempt Purpose | $15,000 |
| Horses Healing Hearts Boynton Beach, FL | For Donee's Exempt Purpose | $12,250 |
| Girls on the Run NJ East Millburn, NJ | For Donee's Exempt Purpose | $12,000 |
| Jafco Sunrise, FL | For Donee's Exempt Purpose | $10,000 |
| Tuberous Sclerosis Alliance Silver Spring, MD | For Donee's Exempt Purpose | $10,000 |
| National Multiple Sclerosis Society Mi Chapter New York, NY | For Donee's Exempt Purpose | $8,000 |
| St Jude Childrens Research Hospital Memphis, TN | For Donee's Exempt Purpose | $5,000 |
Ready to take the next step with Louis Berkowitz Family Foundation Inc?
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 | $3,536,408 | $221,123 | $216,862 | $193,000 | 35 | $210,213 | $214,474 | $174,486 |
| 2024 | $3,532,712 | $354,808 | $205,057 | $186,200 | 41 | $197,469 | $347,720 | $171,423 |
| 2023 | $3,362,517 | $154,499 | $188,492 | $184,500 | 33 | $188,492 | $154,499 | $165,331 |
| 2022 | $3,396,260 | $11,348 | $203,475 | $175,000 | 34 | $187,175 | $110,242 | $170,123 |
| 2021 | $3,588,387 | $304,403 | $188,927 | $180,500 | 41 | $184,195 | $299,671 | $185,594 |
| 2020 | $3,469,911 | $89,053 | $177,119 | $167,000 | 40 | — | $94,652 | $166,492 |
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.
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.
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.
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. See mission & focus areas ↑
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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Louis Berkowitz Family Foundation Inc funds
Education Open opportunities, soonest deadline first.
- Creative Impact Grants $500 - $2,500 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Louis Berkowitz Family Foundation Inc's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Louis Berkowitz Family Foundation Inc funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/louis-berkowitz-family-foundation-inc-morg_2a9bb2b6b996490dacea0218ff17449c
BibTeX
@misc{grantable_133190334_2026,
author = {{Grantable}},
title = {{Louis Berkowitz Family Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/louis-berkowitz-family-foundation-inc-morg_2a9bb2b6b996490dacea0218ff17449c},
note = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Louis Berkowitz Family Foundation Inc'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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