The Pennsylvania State Capitol

Form 990-PFTax year 2023EIN 26-4464319

Berkowitz II Foundation Inc

A private foundation in Milford, PA. Its return for tax year 2023 lists 36 grants and $139,000 paid in grants.

Tax year 2023 (period ending Dec 31, 2023), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

4 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2023

    $139,000

    Grants listed
    36
    Assets, end of year
    $987,597
  • Tax year 2022

    $213,500

    Grants listed
    38
    Assets, end of year
    $1,115,744
  • Tax year 2021

    $207,500

    Grants listed
    48
    Assets, end of year
    $1,405,901
  • Tax year 2020

    $110,500

    Grants listed
    31
    Assets, end of year
    $1,726,172

Grants paid in 2023

36 grants, largest first

As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.

  1. Global Lyme AllianceOld Greenwich, CT

    Unrestricted

    $20,000
  2. Individual

    Unrestricted

    $16,000
  3. Individual

    Unrestricted

    $14,000
  4. Individual

    Unrestricted

    $10,000
  5. Be the Match Fund FoundationMinneapolis, MN

    Unrestricted

    $10,000
  6. Washington CollegeChestertown, MD

    Unrestricted

    $6,000
  7. World Wild Life FundWashington, DC

    Unrestricted

    $5,000
  8. Ecumenical Food PantryMilford, PA

    Unrestricted

    $5,000
  9. Delaware Valley CenterMid, PA

    Unrestricted

    $5,000
  10. Individual

    Unrestricted

    $5,000
  11. Individual

    Unrestricted

    $5,000
  12. Romp FoundationDenver, CO

    Unrestricted

    $5,000
  13. Sunnyside Senior CenterSunnyside, NY

    Unrestricted

    $2,500
  14. Individual

    Unrestricted

    $2,500
  15. Delaware Highlands ConservancyKauneonga Lake, NY

    Unrestricted

    $2,500
  16. Pike County Humane SocietyShohola, PA

    Unrestricted

    $2,500
  17. Individual

    Unrestricted

    $2,000
  18. The John Carroll SchoolBrooklyn, NY

    Unrestricted

    $2,000
  19. Individual

    Unrestricted

    $2,000
  20. Umms FoundationBaltimore, MD

    Unrestricted

    $1,000
  21. Milford Enhancement CommitteeMilford, PA

    Unrestricted

    $1,000
  22. Individual

    Unrestricted

    $1,000
  23. Congregation Talmud TorahPadelphia, PA

    Unrestricted

    $1,000
  24. Individual

    Unrestricted

    $1,000
  25. Devereux FoundationSt Chester, PA

    Unrestricted

    $1,000
  26. Individual

    Unrestricted

    $1,000
  27. Doctors Without BordersNew York, NY

    Unrestricted

    $1,000
  28. Pocono Wildlife Rehab CenterDigmans Ferry, PA

    Unrestricted

    $1,000
  29. Towson University FoundationTowson, MD

    Unrestricted

    $1,000
  30. Foundation for Baltimore Public LibTownson, MD

    Unrestricted

    $1,000
  31. Individual

    Unrestricted

    $1,000
  32. Food Pantry of Broward CountyFort Lauderdale, FL

    Unrestricted

    $1,000
  33. Pike County Public Library- MilfordMilford, PA

    Unrestricted

    $1,000
  34. Baltimore SymphonyBaltimore, MD

    Unrstricted

    $1,000
  35. Ulman Cancer Fund for Young AdultsNew York, NY

    Unrestricted

    $1,000
  36. Individual

    Untestricted

    $1,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Health1 grant $20,00063% of the total
  2. Education2 grants $7,00022% of the total
  3. Animals1 grant $2,5008% of the total
  4. Community development1 grant $1,0003% of the total
  5. International aid1 grant $1,0003% of the total

By State

Grants to organizations with a US address, latest year.

  1. Connecticut1 grant $20,000
  2. Pennsylvania8 grants $17,500
  3. Maryland5 grants $10,000
  4. Minnesota1 grant $10,000
  5. New York5 grants $9,000
  6. Colorado1 grant $5,000
  7. District of Columbia1 grant $5,000
  8. Florida1 grant $1,000

Officers, directors and trustees

3 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Michael MartinPRES/CEO Hours 4Pay $0
  • Roberta Martinvice pres Hours 4Pay $0
  • Helen ShermanSEC/TREAS Hours 4Pay $0

The return

More foundations

Similar foundations

Same main cause (health), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Dull Daniel M TWPittsburgh, PA 1 grant Preselected only $140,000 giving
  2. The Tobin Family FoundationBryn Mawr, PA 9 grants Preselected only $137,880 giving
  3. Gilgour Albert D Fund TrustsPittsburgh, PA 10 grants Preselected only $140,348 giving
  4. Faunce Edward P TR UwillPittsburgh, PA 4 grants Preselected only $137,039 giving
  5. Harry A Lieberman FoundationPhiladelphia, PA 19 grants Preselected only $137,000 giving