Funder DirectoryBERKOWITZ II FOUNDATION INC
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Private foundation (trust)EIN 264464319Est. 2009-07

BERKOWITZ II FOUNDATION INC

MILFORD, PA 18337

Total Assets

$1.0M

FY 2023

Annual Giving

$139K

FY 2023

Grants Made

36

FY 2023

Avg Grant

$4K

FY 2023

Grant Range

$1K–$20K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$2K

Total Expenses

$170K

Qualifying Distributions

$138K

Distributable Amount

$54K

Min. Investment Return

$54K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

36 grants

Grant sizes from minimum $1K through median $2K to maximum $20K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $214K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

105 grants

GMBC - GREATER BALTIMORE MEDICAL CE
$96K
3 grants
GLOBAL LYME ALLIANCE
$40K
2 grants
SLOAN KETTERING
$30K
3 grants
ICHA
$21K
2 grants
BE THE MATCH FUND FOUNDATION
$20K
2 grants
WORLD WILDLIFE FUND
$20K
2 grants
ROMP FOUNDATION
$15K
2 grants
DELAWARE HIGHLANDS CONSERVANCY
$15K
3 grants

Grant Size Distribution

105 grants

<$10K
99
grants
$10–50K
5
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

16 states

Maryland
$118K
25% of total
New York
$115K
25% of total
Pennsylvania
$79K
17% of total
Connecticut
$40K
9% of total
District of Columbia
$36K
8% of total
Minnesota
$20K
4% of total
Colorado
$15K
3% of total
Virginia
$12K
3% of total
Ohio
$10K
2% of total
Florida
$5K
1% of total

+6 more states

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BERKOWITZ II FOUNDATION INC — Grants, Financials & Contact | Grantivo