Raymond K and Helen I Berk Fund Tua
Raymond K and Helen I Berk Fund Tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 4 grants totaling $58K. Net investment income was $42K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
-1.4% YoY
Annual Giving
$58K
+0.0% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$14K
+0.0% YoY
Under IRS private-foundation payout rules, Raymond K and Helen I Berk Fund Tua reported a distributable amount of $68K for 2024 — the minimum it must pay out in qualifying distributions.
About Raymond K and Helen I Berk Fund Tua
Based on IRS filings
Raymond K and Helen I Berk Fund Tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 4 grants totaling $58K. Net investment income was $42K.
Focus Areas
Ready to take the next step with Raymond K and Helen I Berk Fund Tua?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,192,787 | $1,209,512 | $1,254,890 |
| Revenue | $61,135 | $33,742 | $57,291 |
| Expenses | $78,991 | $77,755 | $81,069 |
| Qualifying Distributions | $60,697 | $60,537 | $60,570 |
| Net Investment Income | $41,798 | $20,310 | $39,120 |
| Distributable Amount | $68,112 | $63,115 | $66,263 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include St Lukes Hospital of Bethlehem Pa ($14,400), Phoebe Devitt Homes ($14,400), Lehigh Valley Community Fdn ($14,400).
| Recipient | Purpose | Amount |
|---|---|---|
| ST LUKES HOSPITAL OF BETHLEHEM PA ALLENTOWN, PA | GENERAL OPERATING | $14,400 |
| PHOEBE DEVITT HOMES ALLENTOWN, PA | GENERAL OPERATING | $14,400 |
| LEHIGH VALLEY COMMUNITY FDN ALLENTOWN, PA | GENERAL OPERATING | $14,400 |
| LEHIGH VALLEY HOSPITAL INC ALLENTOWN, PA | GENERAL OPERATING | $14,400 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A | TRUSTEE | 1 | $19,954 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Raymond K and Helen I Berk Fund Tua?
Raymond K and Helen I Berk Fund Tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. It holds $1.2M in total assets as of 2024.
How large is Raymond K and Helen I Berk Fund Tua?
As of 2024, Raymond K and Helen I Berk Fund Tua holds $1.2M in total assets with $61K in annual revenue. It awarded 4 grants totaling $58K in 2024.
Where does Raymond K and Helen I Berk Fund Tua operate?
Raymond K and Helen I Berk Fund Tua has awarded grants in Pennsylvania.
What size grants does Raymond K and Helen I Berk Fund Tua award?
In 2024, Raymond K and Helen I Berk Fund Tua awarded 4 grants totaling $58K — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is Raymond K and Helen I Berk Fund Tua required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Raymond K and Helen I Berk Fund Tua reported a distributable amount of $68K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Raymond K and Helen I Berk Fund Tua's EIN?
Raymond K and Helen I Berk Fund Tua's EIN (Employer Identification Number) is 25-6854062. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Raymond K and Helen I Berk Fund Tua's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Garth Joseph Irr Tua Fbo Charities
SAINT LOUIS, MO
Assets
$1.7M
Grants
3
Total Given
$130K
John Trexler Foundation
SAINT LOUIS, MO
Assets
$1.2M
Grants
3
Total Given
$63K
Adams Mabel a
SAINT LOUIS, MO
Assets
$1.1M
Grants
10
Total Given
$60K
Keller E Var Ch
SAINT LOUIS, MO
Assets
$937K
Grants
2
Total Given
$50K
Cystic Fibrosis Foundation
BETHESDA, MD
Assets
$5.0B
Grants
624
Total Given
$189.6M
Amyotrophic Lateral Sclerosis Assn
ARLINGTON, VA
Assets
$107.2M
Grants
143
Total Given
$8.4M
Markley Char Tw
SAINT LOUIS, MO
Assets
$324K
Grants
5
Total Given
$15K
The Centurion Foundation Inc
ATLANTA, GA
Assets
$851.1M
Grants
6
Total Given
$36K
Richard J Butz Nursing Educate F
SAINT LOUIS, MO
Assets
$236K
Grants
1
Total Given
$11K
Deily Memorial
SAINT LOUIS, MO
Assets
$259K
Grants
3
Total Given
$12K
Waldman Family Charitable Trust
NAZARETH, PA
Assets
$5.4M
Grants
89
Total Given
$334K
Community Services for Children Inc
ALLENTOWN, PA
Assets
$54.9M
Grants
197
Total Given
$1.8M
More Funders in Missouri
Data last updated April 2026. Sourced from IRS Form 990-PF filings.