Raymond K and Helen I Berk Fund Tua
Raymond K and Helen I Berk Fund Tua is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 4 grants totaling $58K. Net investment income was $74K.
Raymond K and Helen I Berk Fund Tua at a glance
In short: Raymond K and Helen I Berk Fund Tua gave $58K across 4 grants in 2025 (avg $14K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $57,600
- +0.0% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $14,400
- +0.0% vs 2024
- Median grant
- $14,400
- Total assets
- $1,203,991
- +0.9% vs 2024
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Raymond K and Helen I Berk Fund Tua funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was St Lukes Hospital of Bethlehem PA ($14K). Together the top 4 received $58K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Raymond K and Helen I Berk Fund Tua gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 86% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2019 to 2025, annual grant giving ranged from $58K (2021) to $60K (2019). In 2025 it made 4 grants totaling $58K.
Grants by year
Grant recipients and amounts by year
| 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 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,203,991 | $93,646 | $81,378 | $57,600 | 4 | $60,875 | $74,018 | $70,880 |
| 2024 | $1,192,787 | $61,135 | $78,991 | $57,600 | 4 | $60,697 | $41,798 | $68,112 |
| 2023 | $1,209,512 | $33,742 | $77,755 | $57,600 | 4 | $60,537 | $20,310 | $63,115 |
| 2022 | $1,254,890 | $57,291 | $81,069 | $57,600 | 4 | $60,570 | $39,120 | $66,263 |
| 2021 | $1,278,914 | $148,791 | $80,337 | $57,600 | 4 | $60,732 | $129,032 | $73,451 |
| 2020 | $1,210,258 | $90,392 | $82,336 | $59,400 | 4 | — | $73,193 | $63,606 |
| 2019 | $1,202,410 | $120,784 | $81,372 | $60,000 | 5 | — | $103,421 | $61,747 |
Under IRS private-foundation payout rules, Raymond K and Helen I Berk Fund Tua reported a distributable amount of $71K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Raymond K and Helen I Berk Fund Tua's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2019
1 hr/week
$19K (2019) → $21K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $21K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Raymond K and Helen I Berk Fund Tua
How much does Raymond K and Helen I Berk Fund Tua give each year?
Raymond K and Helen I Berk Fund Tua gave $58K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $58K across 4 grants.
What is Raymond K and Helen I Berk Fund Tua's typical grant size?
Raymond K and Helen I Berk Fund Tua's median grant in 2025 was $14,400, and its average grant was $14,400, across 4 grants on its 2025 IRS Form 990-PF.
Where does Raymond K and Helen I Berk Fund Tua give grants?
Raymond K and Helen I Berk Fund Tua gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Allentown, PA (4 grants).
Does Raymond K and Helen I Berk Fund Tua give general operating support?
Yes: 100% of Raymond K and Helen I Berk Fund Tua's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Raymond K and Helen I Berk Fund Tua?
Raymond K and Helen I Berk Fund Tua reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $61K in qualifying distributions that year, against a required minimum of $71K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
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