Funder DirectoryHOWARD R & JOY M BERLIN FOUNDATION
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Private foundation (trust)EIN 223330579Est. 1995-08

HOWARD R & JOY M BERLIN FOUNDATION

CAREFREE, AZ 853773731

Total Assets

$5.8M

FY 2023

Annual Giving

$110K

FY 2023

Grants Made

3

FY 2023

Avg Grant

$37K

FY 2023

Grant Range

$100–$55K

Typical

Deadlines

Applications

Programs & Activities

Program 1

Not applicable

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$132K

Total Expenses

$122K

Qualifying Distributions

$112K

Distributable Amount

$263K

Min. Investment Return

$265K

Payout rate 43%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.43%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2017 to 2023. Peak $215K in 2021. Hover bars for details.

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

Top Recipients

24 grants

HEARD MUSEUM
$180K
3 grants
GOODWILL INDUSTRIES COLORADO SPRINGS
$160K
3 grants
HONOR HEALTH FOUNDATION
$150K
3 grants
SANTA FE BONTANICAL GARDENS
$100K
1 grant
GOODWILL OF COLORADO
$55K
1 grant
FOOTHILLS CARING
$50K
2 grants
DESERT BOTANICAL GARDENS
$20K
2 grants
THE HEARD MUSEUM
$15K
1 grant

Grant Size Distribution

24 grants

<$10K
9
grants
$10–50K
9
grants
$50–250K
6
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

Arizona
$433K
57% of total
Colorado
$215K
28% of total
New Mexico
$111K
15% of total

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HOWARD R & JOY M BERLIN FOUNDATION — Grants, Financials & Contact | Grantivo