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.
TW & Eg Berenson Charitable Foundation at a glance
In short: TW & Eg Berenson Charitable Foundation gave $755K across 4 grants in 2024 (avg $189K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $755,000
- +75.6% vs 2023
- Grants made (2024)
- 4
- -20.0% vs 2023
- Average grant
- $188,750
- +119.5% vs 2023
- Median grant
- $75,000
- Total assets
- $3,172,569
- -6.9% vs 2023
- Primary geography
- Massachusetts (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 TW & Eg Berenson Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was Beth Israel Deaconess Medical Center ($585K). Together the top 4 received $755K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 10 grants of 21 (48%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
States
Cities
How TW & Eg Berenson Charitable Foundation gives
- Giving held roughly steady from 2021 to 2024 (−8%). Method
- In 2024 it paid out 483% of its IRS minimum distribution (the 5% rule). 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 $420K (2022) to $820K (2021). In 2024 it made 4 grants totaling $755K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Beth Israel Deaconess Medical Center Boston, MA | Charitable Donation | $585,000 |
| Hebrew Seniorlife Roslindale, MA | Charitable Donation | $100,000 |
| Combined Jewish Philanthropies of Greater Boston Inc Boston, MA | Charitable Donation | $50,000 |
| Children's Hospital Trust Boston, MA | Charitable Donation | $20,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $3,172,569 | $577,128 | $811,695 | $755,000 | 4 | $755,000 | $525,003 | $156,465 |
| 2023 | $3,407,136 | $425,402 | $468,428 | $430,000 | 5 | $430,000 | $387,523 | $175,709 |
| 2022 | $3,450,162 | $1,378,802 | $526,433 | $420,000 | 4 | $420,000 | $1,227,158 | $192,573 |
| 2021 | $2,597,793 | $499,495 | $905,499 | $820,000 | 3 | — | $378,880 | $216,546 |
| 2020 | $3,003,797 | $595,728 | $745,650 | $675,500 | 5 | — | $474,040 | $139,819 |
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.
Leadership & Key People
Officers and directors from IRS filings
TW & Eg Berenson Charitable Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Mark D. Balk
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Nancy B. Samiljan
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Former officers (1)
- Former: Theodore S. Berenson (2020–2023) — Trustee
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 TW & Eg Berenson Charitable Foundation
How much does TW & Eg Berenson Charitable Foundation give each year?
TW & Eg Berenson Charitable Foundation gave $755K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $430K across 5 grants.
What is TW & Eg Berenson Charitable Foundation's typical grant size?
TW & Eg Berenson Charitable Foundation's median grant in 2024 was $75,000, and its average grant was $188,750, across 4 grants on its 2024 IRS Form 990-PF.
Where does TW & Eg Berenson Charitable Foundation give grants?
TW & Eg Berenson Charitable Foundation gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Boston, MA (3 grants).
Does TW & Eg Berenson Charitable Foundation give general operating support?
Not in 2024: none of the 4 grants with a stated purpose on TW & Eg Berenson Charitable Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable Donation" (4 grants).
How large is TW & Eg Berenson Charitable Foundation?
TW & Eg Berenson Charitable Foundation reported $3.2M in total assets on its 2024 IRS Form 990-PF. It paid out $755K in qualifying distributions that year, against a required minimum of $156K (roughly 5% of its investment assets).
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.
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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