TW & Eg Berenson Charitable Foundation

Private foundation · Grantmaker Boston, MA EIN: 04-6068512

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.

Key facts about TW & Eg Berenson Charitable Foundation

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.

EIN
04-6068512
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$755,000
Grants made (2024)
4
Average grant
$188,750
Median grant
$75,000
Total assets
$3,172,569
Primary geography
Massachusetts (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2024 grant dollars across all 4 itemized grants.

Cities

BostonRoslindaleEast BostonWaltham

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M5 grants2020 3 grants2021 4 grants2022 5 grants2023 4 grants2024

From 2020 to 2024, annual grant giving ranged from $420K (2022) to $820K (2021). In 2024 it made 4 grants totaling $755K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Beth Israel Deaconess Medical Center: $585KBeth Israel Deaconess MedicalCenter$585KHebrew Seniorlife: $100KHebrew Seniorlife$100KCombined Jewish Philanthropies of Greater Boston Inc: $50KCombined Jewish Philanthropiesof Greater Boston Inc$50KChildren's Hospital Trust: $20KChildren's Hospital Trust$20K

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

10<$50K2$50–100K5$100–250K1$250–500K3$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 21 (48%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Beth Israel Deaconess Medical Center Boston, MACharitable Donation$585,000
Hebrew Seniorlife Roslindale, MACharitable Donation$100,000
Combined Jewish Philanthropies of Greater Boston Inc Boston, MACharitable Donation$50,000
Children's Hospital Trust Boston, MACharitable Donation$20,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M$2M2020 2021 2022 2023 2024
Metric202420232022
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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.

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