The Berkowitz Family Charitable Trust
The Berkowitz Family Charitable Trust is a private foundation, based in LAWRENCE, NY. IRS filing data is available from 2020 through 2024. In 2024, it awarded 2 grants totaling $9K. Net investment income was $495.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$9K
-93.2% YoY
Grant Count
2
-50.0% YoY
Avg Grant Size
$5K
-86.5% YoY
Under IRS private-foundation payout rules, The Berkowitz Family Charitable Trust reported a distributable amount of $487 for 2024 — the minimum it must pay out in qualifying distributions.
About The Berkowitz Family Charitable Trust
Based on IRS filings
The Berkowitz Family Charitable Trust is a private foundation, based in LAWRENCE, NY. IRS filing data is available from 2020 through 2024. In 2024, it awarded 2 grants totaling $9K. Net investment income was $495.
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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 | — | $11,801 | $154,416 |
| Revenue | $495 | $2,165 | $6,679 |
| Expenses | $12,296 | $144,780 | $17,315 |
| Qualifying Distributions | $9,448 | $139,727 | — |
| Net Investment Income | $495 | $2,165 | — |
| Distributable Amount | $487 | $2,429 | $6,033 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
13 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Israel and Ruth Berkowitz Foundation ($4,724), Tzf Charitable Foundation ($4,724).
| Recipient | Purpose | Amount |
|---|---|---|
| ISRAEL AND RUTH BERKOWITZ FOUNDATION LAWRENCE, NY | GENERAL OPERATING BUDGET | $4,724 |
| TZF CHARITABLE FOUNDATION BROOKLYN, NY | GENERAL OPERATING BUDGET | $4,724 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ISRAEL BERKOWITZ | TRUSTEE | — | — |
| FRAIDY ZISKIND | TRUSTEE | — | — |
Frequently Asked Questions
Where does The Berkowitz Family Charitable Trust operate?
The Berkowitz Family Charitable Trust has awarded grants in New York.
What size grants does The Berkowitz Family Charitable Trust award?
In 2024, The Berkowitz Family Charitable Trust awarded 2 grants totaling $9K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is The Berkowitz Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Berkowitz Family Charitable Trust reported a distributable amount of $487 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Berkowitz Family Charitable Trust's EIN?
The Berkowitz Family Charitable Trust's EIN (Employer Identification Number) is 22-6585269. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Berkowitz Family Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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