Raymond K and Helen I Berk Fund Tua

SAINT LOUIS, MO EIN: 25-6854062

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

+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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $290K (100%)

States

Pennsylvania

Cities

AllentownBethlehem

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Philanthropy, Voluntarism & Grantmaking

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.