The Edwin J and Barbara R Berkowitz
The Edwin J and Barbara R Berkowitz is a private foundation based in Bryn Mawr, Pennsylvania. It made 68 grants totaling $1,365,166 in filing year 2025. Its grants included support for congregations and Jewish organizations, as well as organizations working in areas such as food assistance, arts and culture, and transportation.
The Edwin J and Barbara R Berkowitz at a glance
In short: The Edwin J and Barbara R Berkowitz gave $1.4M across 68 grants in 2025 (avg $20K), mostly in Pennsylvania. 16% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,365,166
- +115.2% vs 2024
- Grants made (2025)
- 68
- +21.4% vs 2024
- Average grant
- $20,076
- +77.2% vs 2024
- Median grant
- $10,000
- New grantees (estimate)
- 16% first-time grantees (11 of 68, 2025)
- Primary geography
- Pennsylvania (67% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Edwin J and Barbara R Berkowitz
- How to Apply
-
The foundation states that it does not restrict giving to preselected organizations. A written request should be sent to Managing Trustee Barbara R. Berkowitz and should identify the charity, the purpose of the contribution, and the organization’s IRC status. Awards are restricted to organizations described under IRC Section 501(c)(3).
- Review Cycle
- Ongoing; no deadlines.
- Deadline
- Ongoing; no deadlines.
- Contact
Application contact: Barbara R Berkowitz
Mailing address: 506 Oak Terrace, Merion Station, PA 19066
Phone: (610) 664-8335
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Edwin J and Barbara R Berkowitz funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Congregation Beth Am Israel ($130K). Together the top 10 received $754K.
Grant Size Distribution
279 grants across all recorded years
The most common grant size was under $50K: 268 grants of 279 (96%).
Geographic Focus
Where this funder awards grants
The foundation is based in Pennsylvania. In filing year 2025, 67% of its grant dollars went to recipients in Pennsylvania, 9% to New York, 8% to California, 5% to Florida, and 5% to New Jersey.
Grant Distribution by State
Share of 2025 grant dollars across all 68 itemized grants.
States
Cities
Is The Edwin J and Barbara R Berkowitz open to new grantees?
16%
first-time grantees, 2025
In 2025, 11 of 68 grantees (16%) were first-time recipients. First grants averaged $30K; repeat grants $18K. How we count
Medians: $15K first-time, $10K repeat.
- 81% of 2025 grantees were also funded in 2024. Method
- Giving grew 140% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). 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 2025, annual grant giving ranged from $527K (2020) to $1.4M (2025). In 2025 it made 68 grants totaling $1.4M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Congregation Beth Am Israel Narberth, PA | General Purpose | $130,000 |
| Congregation Beth Shalom Pittsburgh, PA | General Purpose | $107,000 |
| Jewish Federation of Greater Philadelphia Philadelphia, PA | General Purpose | $100,000 |
| HAR Zion Temple Penn Valley, PA | General Purpose | $100,000 |
| Congregation Beth Sholom San Francisco, CA | General Purpose | $91,666 |
| Metzad Congregation Hollywood, FL | General Purpose | $72,000 |
| Gan Israel Day Camp Wynnewood, PA | General Purpose | $50,000 |
| The Womens Law Project Pittsburgh, PA | General Purpose | $35,000 |
| Paws & Affection Narberth, PA | General Purpose | $35,000 |
| Bike Pittsburgh Pittsburgh, PA | General Purpose | $33,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | — | $1,364,188 | $1,373,027 | $1,365,166 | 68 | $1,365,166 | $28,684 | $40,643 |
| 2024 | $8,839 | $635,062 | $636,983 | $634,333 | 56 | $634,333 | $62 | $2,895 |
| 2023 | $10,760 | $575,359 | $581,100 | $578,500 | 51 | $578,500 | $268 | $519 |
| 2022 | $16,501 | $575,176 | $571,000 | $568,500 | 53 | $568,500 | $176 | $1,804 |
| 2021 | $12,325 | $575,005 | $578,505 | $576,000 | 51 | $576,000 | $5 | $3,086 |
| 2020 | $15,825 | $525,006 | $529,300 | $527,000 | 51 | — | $6 | $1,080 |
Under IRS private-foundation payout rules, The Edwin J and Barbara R Berkowitz reported a distributable amount of $41K for 2025 — 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 mission statement for the foundation is provided. Its 2025 grants show support for a range of organizations. For example, Bike Pittsburgh says its mission is to make biking and walking commonplace in Pittsburgh, while the Jewish Relief Agency describes work addressing community needs through food distribution and other programs. Philabundance says its mission is to drive hunger from communities and end hunger. These are the grantees’ descriptions of their own work, not statements of the foundation’s mission.
Grantmaking
In filing year 2025, the foundation reported 68 grants totaling $1,365,166. Grants ranged from $1,000 to $130,000, with a median grant of $10,000. Among the largest were $130,000 to Congregation Beth Am Israel, $107,000 to Congregation Beth Shalom in Pittsburgh, and $100,000 each to the Jewish Federation of Greater Philadelphia and Har Zion Temple. Each was listed for general purposes.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Barbara R. Berkowitz and Arthur M. Berkowitz as managing trustees. Alan Berkowitz, Daniel M. Berkowitz, and Pnina B. Siegler are listed as trustees.
The Edwin J and Barbara R Berkowitz is led by Arthur M. Berkowitz, Managing Trustee on every filing since 2020; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Arthur M. Berkowitz
Managing Trustee
On filings since 2020
1 hr/week
No compensation reported
Barbara R. Berkowitz
Managing Trustee
On filings since 2020
1 hr/week
No compensation reported
Alan Berkowitz
Trustee
On filings since 2020
No compensation reported
Daniel M. Berkowitz
Trustee
On filings since 2020
No compensation reported
Pnina B. Siegler
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Edwin J and Barbara R Berkowitz
How much does The Edwin J and Barbara R Berkowitz give each year?
The Edwin J and Barbara R Berkowitz gave $1.4M across 68 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $634K across 56 grants.
What is The Edwin J and Barbara R Berkowitz's typical grant size?
The Edwin J and Barbara R Berkowitz's median grant in 2025 was $10,000, and its average grant was $20,076, across 68 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Edwin J and Barbara R Berkowitz that year got $30K on average.
Where does The Edwin J and Barbara R Berkowitz give grants?
The Edwin J and Barbara R Berkowitz gives mostly in Pennsylvania: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (9%) and California (8%). The most frequent recipient cities were Philadelphia, PA (13 grants), Pittsburgh, PA (10 grants), Brooklyn, NY (9 grants) and Narberth, PA (3 grants).
Does The Edwin J and Barbara R Berkowitz give general operating support?
Yes: 100% of The Edwin J and Barbara R Berkowitz's 2025 grants with a stated purpose (68 of 68) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Edwin J and Barbara R Berkowitz's largest grantees?
The Edwin J and Barbara R Berkowitz's largest 2025 grantees include Congregation Beth Am Israel ($130,000), Congregation Beth Shalom ($107,000) and Jewish Federation of Greater Philadelphia ($100,000), according to its 2025 IRS Form 990-PF. Together they received 25% of its itemized 2025 grant dollars.
What does The Edwin J and Barbara R Berkowitz fund?
No mission statement for the foundation is provided. Its 2025 grants show support for a range of organizations. See mission & focus areas ↑
How do I apply for a grant from The Edwin J and Barbara R Berkowitz?
The foundation states that it does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
How much is The Edwin J and Barbara R Berkowitz required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The Edwin J and Barbara R Berkowitz reported a distributable amount of $41K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Edwin J and Barbara R Berkowitz's EIN?
The Edwin J and Barbara R Berkowitz's EIN (Employer Identification Number) is 23-7978506. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 24, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 3, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 9, 2026)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). The Edwin J and Barbara R Berkowitz funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/the-edwin-j-and-barbara-r-berkowitz-morg_58aee819f46c4c2b97ec7ff2a5db0f87
BibTeX
@misc{grantable_237978506_2026,
author = {{Grantable}},
title = {{The Edwin J and Barbara R Berkowitz funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-edwin-j-and-barbara-r-berkowitz-morg_58aee819f46c4c2b97ec7ff2a5db0f87},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Edwin J and Barbara R Berkowitz'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.
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