The Berkowitz Family Foundation Inc
The Berkowitz Family Foundation Inc is a private foundation based in Naples, Florida. Its 2022 filing is marked as the organization’s final return, so the foundation appears to have wound down or stopped grantmaking.
The Berkowitz Family Foundation Inc at a glance
In short: The Berkowitz Family Foundation Inc gave $56K across 13 grants in 2022 (avg $4K), mostly in New York. 69% of 2022 grantees were new. Source: 2022 IRS Form 990-PF.
- Annual giving (2022)
- $55,757
- +993.3% vs 2021
- Grants made (2022)
- 13
- +18.2% vs 2021
- Average grant
- $4,289
- +825.1% vs 2021
- Median grant
- $251
- New grantees (estimate)
- 69% first-time grantees (9 of 13, 2022; small sample)
- Primary geography
- New York (75% of itemized 2022 grant dollars)
- Latest 990 filing
- Form 990-PF, 2022 View filing
Data from IRS Form 990-PF, 2022; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Berkowitz Family Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Its 2022 filing is marked as a final return, so this should not be treated as current application guidance.
- Contact
Mailing address: 14898 Bellezza Lane, Naples, FL 34110
Phone: (203) 226-1001
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Berkowitz Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2022
The largest 2022 recipient was New Heights ($40K). Together the top 10 received $55K.
Grant Size Distribution
34 grants across all recorded years
The most common grant size was under $50K: 34 grants of 34 (100%).
Geographic Focus
Where this funder awards grants
The 2022 grant dollars were distributed among recipients in New York (75%), Connecticut (18%), Massachusetts (4%), and Florida (3%).
Grant Distribution by State
Share of 2022 grant dollars across all 13 itemized grants.
Cities
Is The Berkowitz Family Foundation Inc open to new grantees?
69%
first-time grantees, 2022
In 2022, 9 of 13 grantees (69%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $1K; repeat grants $11K. How we count
Medians: $100 first-time, $2K repeat.
- 23% of 2022 grantees were also funded in 2021. Method
- In 2022 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2022). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2022, annual grant giving ranged from $5K (2021) to $56K (2022). In 2022 it made 13 grants totaling $56K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New Heights New York, NY | General Operating Support | $39,506 |
| Staples Tuition Grants Westport, CT | General Operating Support | $10,000 |
| Jewish Federation of Berkshires Pittsfield, MA | General Operating Support | $1,800 |
| Artis Naples Naples, FL | General Operating Support | $1,600 |
| Kol Ami White Plains, NY | General Operating Support | $1,000 |
| Westport Library Association Westport, NY | General Operating Support | $1,000 |
| Dignity Grows Hartford, CT | General Operating Support | $251 |
| Friend of Children Inc Northampton, MA | General Operating Support | $100 |
| Guadalupe Social Services Immokalee, FL | General Operating Support | $100 |
| Lenox Scholarship Fund Lenox, MA | General Operating Support | $100 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2022 | — | $3,177 | $58,757 | $55,757 | 13 | $55,757 | — | $1,575 |
| 2021 | $20,821 | $3,559 | $8,607 | $5,100 | 11 | $5,100 | — | $2,711 |
| 2020 | $25,870 | $30,227 | $14,979 | $11,780 | 10 | — | $23,907 | $2,129 |
Under IRS private-foundation payout rules, The Berkowitz Family Foundation Inc reported a distributable amount of $2K for 2022 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No foundation mission is stated in the available information. The 2022 grants included support for organizations with varied missions. For example, Dignity Grows describes its work as addressing period poverty through research, policy change, and collaboration. Naples Therapeutic Riding Center says it provides therapeutic horseback riding for children and adults with special needs. Project Kesher describes its mission as building Jewish community and advancing civil society by developing and empowering women leaders.
Grantmaking
In 2022, the foundation gave 13 grants totaling $55,757. Grant amounts ranged from $100 to $39,506, with a median of $251. The largest grants included $39,506 to New Heights and $10,000 to Staples Tuition Grants, both for general operating support. Other notable grants were $1,800 to Jewish Federation of Berkshires, $1,600 to Artis Naples, and $1,000 each to Kol Ami and Westport Library Association, also for general operating support. Project Kesher received $100 in 2022.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2022 filing lists Carole C. Berkowitz as president, as needed.
The Berkowitz Family Foundation Inc is led by Carole C. Berkowitz, President As Needed since 2022 (on filings since 2020) — the only officer listed, and uncompensated.
Officers on the 2022 filing
Carole C. Berkowitz
President As Needed
Secretary & Treasurer As → President As Needed, 2022
On filings since 2020
0.3 hrs/week
No compensation reported
Former officers (1)
- Former: Richard Berkowitz (2020–2021) — President As Needed
Data from IRS Form 990 filings, 2020–2022. "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 Foundation Inc
How much does The Berkowitz Family Foundation Inc give each year?
The Berkowitz Family Foundation Inc gave $56K across 13 grants in 2022, according to its 2022 IRS Form 990-PF. In 2021 it gave $5K across 11 grants.
What is The Berkowitz Family Foundation Inc's typical grant size?
The Berkowitz Family Foundation Inc's median grant in 2022 was $251, and its average grant was $4,289, across 13 grants on its 2022 IRS Form 990-PF. Organizations receiving their first grant from The Berkowitz Family Foundation Inc that year got $1K on average.
Where does The Berkowitz Family Foundation Inc give grants?
The Berkowitz Family Foundation Inc gives mostly in New York: 75% of the grant dollars itemized on its 2022 IRS Form 990-PF went to recipients there. The next largest state was Connecticut (18%). The most frequent recipient cities were Naples, FL (3 grants) and New York, NY (2 grants).
Does The Berkowitz Family Foundation Inc give general operating support?
Yes: 100% of The Berkowitz Family Foundation Inc's 2022 grants with a stated purpose (13 of 13) were for general or operating support, per its 2022 IRS Form 990-PF.
Who are The Berkowitz Family Foundation Inc's largest grantees?
The Berkowitz Family Foundation Inc's largest 2022 grantees include New Heights ($39,506), Staples Tuition Grants ($10,000) and Jewish Federation of Berkshires ($1,800), according to its 2022 IRS Form 990-PF. Together they received 92% of its itemized 2022 grant dollars.
What does The Berkowitz Family Foundation Inc fund?
No foundation mission is stated in the available information. The 2022 grants included support for organizations with varied missions. For example, Dignity Grows describes its work as addressing period poverty through research, policy change, and collaboration. See mission & focus areas ↑
How do I apply for a grant from The Berkowitz Family Foundation Inc?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
How much is The Berkowitz Family Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2022, The Berkowitz Family Foundation Inc reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Berkowitz Family Foundation Inc's EIN?
The Berkowitz Family Foundation Inc's EIN (Employer Identification Number) is 20-1414594. IRS Form 990 filing data is available on this page for 2020–2022.
Does The Berkowitz Family Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2022
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Figures come from The Berkowitz Family Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
The Berkowitz Family Foundation Inc down — hundreds of funders to go?