The Berkowitz Family Foundation Inc
The Berkowitz Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2020 through 2022. In 2022, it awarded 13 grants totaling $56K.
Financial Overview
From 2022 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$56K
+993.3% YoY
Grant Count
13
+18.2% YoY
Avg Grant Size
$4K
+825.1% YoY
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.
About The Berkowitz Family Foundation Inc
Based on IRS filings
The Berkowitz Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2020 through 2022. In 2022, it awarded 13 grants totaling $56K.
Focus Areas
Ready to take the next step with The Berkowitz Family Foundation Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2022 | 2021 | 2020 |
|---|---|---|---|
| Total Assets | — | $20,821 | $25,870 |
| Revenue | $3,177 | $3,559 | $30,227 |
| Expenses | $58,757 | $8,607 | $14,979 |
| Qualifying Distributions | $55,757 | $5,100 | — |
| Net Investment Income | — | — | $23,907 |
| Distributable Amount | $1,575 | $2,711 | $2,129 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2022
Grant Size Distribution
34 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2022 grants, the largest include New Heights ($39,506), Staples Tuition Grants ($10,000), Jewish Federation of Berkshires ($1,800).
| Recipient | Purpose | Amount |
|---|---|---|
| ARTIS NAPLES NAPLES, FL | GENERAL OPERATING SUPPORT | $1,600 |
| 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 |
| JEWISH FEDERATION OF BERKSHIRES PITTSFIELD, MA | GENERAL OPERATING SUPPORT | $1,800 |
| KOL AMI WHITE PLAINS, NY | GENERAL OPERATING SUPPORT | $1,000 |
| LENOX SCHOLARSHIP FUND LENOX, MA | GENERAL OPERATING SUPPORT | $100 |
| NAPLES SENIOR CENTER NAPLES, FL | GENERAL OPERATING SUPPORT | $100 |
| NAPLES THERAPEUTIC RIDING CENTER NAPLES, FL | GENERAL OPERATING SUPPORT | $100 |
| NEW HEIGHTS NEW YORK, NY | GENERAL OPERATING SUPPORT | $39,506 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2022 IRS filing
From 2022 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CAROLE C BERKOWITZ | PRESIDENT AS NEEDED | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Berkowitz Family Foundation Inc?
The Berkowitz Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. It holds — in total assets as of 2022.
Where does The Berkowitz Family Foundation Inc operate?
The Berkowitz Family Foundation Inc has awarded grants in Connecticut, District of Columbia, Florida, Massachusetts, New Hampshire, New York, Texas.
What size grants does The Berkowitz Family Foundation Inc award?
In 2022, The Berkowitz Family Foundation Inc awarded 13 grants totaling $56K — an average of about $4K per grant, based on its IRS Form 990 filings.
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.
Explore Open Grants
Browse active grant opportunities in The Berkowitz Family Foundation Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Richard M Schulze Family Foundation
MINNEAPOLIS, MN
Assets
—
Grants
1,431
Total Given
$47.9M
Network for Good
WASHINGTON, DC
Assets
$96.2M
Grants
4,733
Total Given
$216.2M
Suncoast Credit Union Foundation
TAMPA, FL
Assets
$10.3M
Grants
172
Total Given
$7.0M
T Rowe Price Program for Charitable
BALTIMORE, MD
Assets
$648.3M
Grants
2,900
Total Given
$132.5M
Carol B Phelon Foundation
FORT MYERS, FL
Assets
$17.0M
Grants
1
Total Given
$872K
The League Club Inc
NAPLES, FL
Assets
$1.6M
Grants
35
Total Given
$683K
Clark Family Foundation Inc
NAPLES, FL
Assets
$28.0M
Grants
53
Total Given
$4.7M
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Wilson & Johnson Private Foundation
WILMINGTON, DE
Assets
$17.3M
Grants
37
Total Given
$1.4M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Collier Community Foundation Inc
NAPLES, FL
Assets
$287.5M
Grants
255
Total Given
$29.5M
United Jewish Foundation
BLOOMFIELD HILLS, MI
Assets
$674.9M
Grants
280
Total Given
$44.2M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Berkowitz Family Foundation Inc on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities