Tw & Eg Berenson Charitable Foundation
Tw & Eg Berenson Charitable Foundation is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.2M in total assets. In 2024, it awarded 4 grants totaling $755K. Net investment income was $525K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.2M
-6.9% YoY
Annual Giving
$755K
+75.6% YoY
Grant Count
4
-20.0% YoY
Avg Grant Size
$189K
+119.5% YoY
Under IRS private-foundation payout rules, Tw & Eg Berenson Charitable Foundation reported a distributable amount of $156K for 2024 — the minimum it must pay out in qualifying distributions.
About Tw & Eg Berenson Charitable Foundation
Based on IRS filings
Tw & Eg Berenson Charitable Foundation is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.2M in total assets. In 2024, it awarded 4 grants totaling $755K. Net investment income was $525K.
Ready to take the next step with Tw & Eg Berenson Charitable Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,172,569 | $3,407,136 | $3,450,162 |
| Revenue | $577,128 | $425,402 | $1,378,802 |
| Expenses | $811,695 | $468,428 | $526,433 |
| Qualifying Distributions | $755,000 | $430,000 | $420,000 |
| Net Investment Income | $525,003 | $387,523 | $1,227,158 |
| Distributable Amount | $156,465 | $175,709 | $192,573 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
21 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Beth Israel Deaconess Medical Center ($585,000), Hebrew Seniorlife ($100,000), Combined Jewish Philanthropies of Greater Boston Inc ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BETH ISRAEL DEACONESS MEDICAL CENTER BOSTON, MA | CHARITABLE DONATION | $585,000 |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC BOSTON, MA | CHARITABLE DONATION | $50,000 |
| HEBREW SENIORLIFE ROSLINDALE, MA | CHARITABLE DONATION | $100,000 |
| CHILDREN'S HOSPITAL TRUST BOSTON, MA | CHARITABLE DONATION | $20,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARK D BALK | TRUSTEE | 0.5 | — |
| NANCY B SAMILJAN | TRUSTEE | 0.5 | — |
Frequently Asked Questions
How large is Tw & Eg Berenson Charitable Foundation?
As of 2024, Tw & Eg Berenson Charitable Foundation holds $3.2M in total assets with $577K in annual revenue. It awarded 4 grants totaling $755K in 2024.
Where does Tw & Eg Berenson Charitable Foundation operate?
Tw & Eg Berenson Charitable Foundation has awarded grants in Massachusetts.
What size grants does Tw & Eg Berenson Charitable Foundation award?
In 2024, Tw & Eg Berenson Charitable Foundation awarded 4 grants totaling $755K — an average of about $189K per grant, based on its IRS Form 990 filings.
How much is Tw & Eg Berenson Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Tw & Eg Berenson Charitable Foundation reported a distributable amount of $156K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Tw & Eg Berenson Charitable Foundation's EIN?
Tw & Eg Berenson Charitable Foundation's EIN (Employer Identification Number) is 04-6068512. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Tw & Eg Berenson Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.