The Connecticut State Capitol

Form 990-PFTax year 2024EIN 81-3483530

Bermel Family Foundation

A private foundation in Simsbury, CT. Its return for tax year 2024 lists 5 grants and $80,750 paid in grants.

Tax year 2024 (period ending Sep 30, 2025), 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. It still lists the details below.

Contact person
On file
Phone
On file
Mailing address
On file
Form and materials
On file
Deadlines
None
Restrictions
None

Contact person, phone, mailing address and application materials on file. See them with a plan.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $80,750

    Grants listed
    5
    Assets, end of year
    $458,472
  • Tax year 2023

    $68,750

    Grants listed
    3
    Assets, end of year
    $531,135
  • Tax year 2022

    $15,000

    Grants listed
    2
    Assets, end of year
    $590,561
  • Tax year 2021

    $18,984

    Grants listed
    4
    Assets, end of year
    $642,100
  • Tax year 2020

    $15,000

    Grants listed
    2
    Assets, end of year
    $159,912
  • Tax year 2019

    $17,500

    Grants listed
    3
    Assets, end of year
    $155,490
  • Tax year 2018

    $20,000

    Grants listed
    1
    Assets, end of year
    $162,817
  • Tax year 2017

    $25,000

    Grants listed
    1
    Assets, end of year
    $174,423

Grants paid in 2024

5 grants, largest first

As listed on the return.

  1. Sconset Trust IncSiasconset, MA

    For general charitable purposes

    $45,000
  2. Sankaty Head Foundation IncSiasconset, MA

    For general charitable purposes

    $25,000
  3. Nantucket Conservation FoundationNantucket, MA

    For general charitable purposes

    $10,000
  4. On the Isle CorporationSiasconset, MA

    For general charitable purposes

    $500
  5. Memorial Sloan Kettering Cancer CenterNew York, NY

    For general charitable purposes

    $250

Where the money goes

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

  1. Environment2 grants $55,00099% of the total
  2. Arts and culture1 grant $500<1% of the total

By State

Grants to organizations with a US address, latest year.

  1. Massachusetts4 grants $80,500
  2. New York1 grant $250

Officers, directors and trustees

2 people as filed

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

  • John J BermelTRUSTEE Hours 0Pay $0
  • Lisa R BermelTRUSTEE Hours 0Pay $0

The return

More foundations

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

  1. Williams Cookie Jar FoundationWestport, CT 6 grants Preselected only $80,665 giving
  2. The Seelert Foundation IncNew Canaan, CT 18 grants Preselected only $72,500 giving
  3. The Sooner FoundationStamford, CT 53 grants Preselected only $92,450 giving
  4. William C Young Family FoundationGlastonbury, CT 14 grants Preselected only $69,100 giving
  5. Trischman Family Foundation IncFairfield, CT 43 grants Preselected only $96,038 giving