The William and Dale Berkowitz Family
The William and Dale Berkowitz Family is a private foundation, based in Red Bank, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $93K in total assets. In 2024, it awarded 1 grant totaling $3K. Net investment income was $40K.
The William and Dale Berkowitz Family at a glance
In short: The William and Dale Berkowitz Family gave $3K across 1 grant in 2024 (avg $3K), mostly in New Jersey. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $2,575
- -57.8% vs 2023
- Grants made (2024)
- 1
- -50.0% vs 2023
- Average grant
- $2,575
- -15.6% vs 2023
- Median grant
- $2,575
- Total assets
- $92,866
- +64.0% vs 2023
- Primary geography
- New Jersey (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 William and Dale Berkowitz Family funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was No Limits Cafe ($3K).
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How The William and Dale Berkowitz Family gives
- Giving fell 87% from 2021 to 2024. Method
- In 2024 it paid out 61% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2020 to 2024, annual grant giving ranged from $3K (2024) to $20K (2021). In 2024 it made 1 grant totaling $3K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| No Limits Cafe Red Bank, NJ | Funding for non-profit restaurant providing employment and training to the intellectually challenged. | $2,575 |
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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 | $92,866 | $51,231 | $15,006 | $2,575 | 1 | $2,575 | $40,412 | $4,191 |
| 2023 | $56,641 | $42,177 | $14,835 | $6,100 | 2 | $6,100 | $30,618 | $3,951 |
| 2022 | $33,699 | $16,765 | $16,799 | $9,935 | 2 | $9,935 | $10,786 | $4,843 |
| 2021 | $33,733 | $-9,750 | $25,005 | $20,000 | 2 | $20,900 | — | $2,418 |
| 2020 | $68,488 | $-12,335 | $8,259 | $5,000 | 1 | — | — | $4,180 |
Under IRS private-foundation payout rules, The William and Dale Berkowitz Family reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The William and Dale Berkowitz Family is led by Dale Berkowitz, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Dale Berkowitz
President
On filings since 2020
No compensation reported
Jeffrey Berkowitz
President
Vice President → President, 2022
On filings since 2020
No compensation reported
David L. Berkowitz
Treasurer
On filings since 2020
0.1 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 William and Dale Berkowitz Family
How much does The William and Dale Berkowitz Family give each year?
The William and Dale Berkowitz Family gave $3K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $6K across 2 grants.
How large is The William and Dale Berkowitz Family?
The William and Dale Berkowitz Family reported $93K in total assets on its 2024 IRS Form 990-PF. It paid out $3K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does The William and Dale Berkowitz Family operate?
The William and Dale Berkowitz Family has awarded grants in New Jersey, Pennsylvania.
What is The William and Dale Berkowitz Family's EIN?
The William and Dale Berkowitz Family's EIN (Employer Identification Number) is 65-6351894. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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