Funder DirectoryTHE WILLIAM AND DALE BERKOWITZ FAMILY
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Private foundation (trust)EIN 656351894Est. 2001-04

THE WILLIAM AND DALE BERKOWITZ FAMILY

RED BANK, NJ 07701

Total Assets

$93K

FY 2024

Annual Giving

$3K

FY 2024

Grants Made

1

FY 2024

Avg Grant

$3K

FY 2024

Grant Range

$3K–$3K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$51K

Total Expenses

$15K

Qualifying Distributions

$3K

Distributable Amount

$4K

Min. Investment Return

$5K

Payout rate 61%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.61%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $10K in 2022. Hover bars for details.

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

Top Recipients

6 grants

NO LIMITS CAFE
$19K
4 grants
PENN STATE THON
$5K
2 grants

Grant Size Distribution

6 grants

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

Geographic Focus

2 states

New Jersey
$19K
79% of total
Pennsylvania
$5K
21% of total

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