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
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
No grants recorded for .
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 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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