The Berkowitz Family Charitable Trust
The Berkowitz Family Charitable Trust is a private foundation, based in Lawrence, NY. IRS filing data is available from 2019 through 2024. In 2024, it awarded 2 grants totaling $9K. Net investment income was $495.
The Berkowitz Family Charitable Trust at a glance
In short: The Berkowitz Family Charitable Trust gave $9K across 2 grants in 2024 (avg $5K), mostly in New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $9,448
- -93.2% vs 2023
- Grants made (2024)
- 2
- -50.0% vs 2023
- Average grant
- $4,724
- -86.5% vs 2023
- Median grant
- $4,724
- Primary geography
- New York (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Berkowitz Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Israel and Ruth Berkowitz Foundation ($5K). Together the top 2 received $9K.
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 7 grants of 13 (54%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How The Berkowitz Family Charitable Trust gives
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). 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 2024, annual grant giving ranged from $9K (2024) to $9.9M (2020). In 2024 it made 2 grants totaling $9K.
Grants by year
Grant recipients and amounts by year
| 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 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $495 | $12,296 | $9,448 | 2 | $9,448 | $495 | $487 |
| 2023 | $11,801 | $2,165 | $144,780 | $139,727 | 4 | $139,727 | $2,165 | $2,429 |
| 2022 | $154,416 | $6,679 | $17,315 | — | — | — | — | $6,033 |
| 2021 | $165,052 | $8,857 | $15,344 | — | — | — | — | $8,209 |
| 2020 | $171,539 | $1,612,846 | $9,991,824 | $9,891,982 | 7 | — | $1,516,472 | $214,057 |
| 2019 | $8,599,161 | $370,706 | $577,029 | $525,800 | 1 | — | $188,597 | $498,324 |
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.
Leadership & Key People
Officers and directors from IRS filings
The Berkowitz Family Charitable Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Israel Berkowitz
Trustee
On filings since 2019
No compensation reported
Fraidy Ziskind
Trustee
On filings since 2020
No compensation reported
Former officers (3)
- Former: Frady Zyskind (2019) — Trustee
- Former: Leopold Berkowitz (2019) — Trustee
- Former: Morris Berkowitz (2019) — Trustee
Data from IRS Form 990 filings, 2019–2024. "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 The Berkowitz Family Charitable Trust
How much does The Berkowitz Family Charitable Trust give each year?
The Berkowitz Family Charitable Trust gave $9K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $140K across 4 grants.
Where does The Berkowitz Family Charitable Trust operate?
The Berkowitz Family Charitable Trust has awarded grants in New York.
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 2019–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 2, 2020)
- IRS filings on file for fiscal years 2020–2024
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