Harold & Muriel Berkman Charitable | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Harold & Muriel Berkman Charitable. Data shown is extracted from Form 990-PF filings.

EIN: 46-5520735

Foundation Overview

Based in Lakewood Ranch, FL, Harold & Muriel Berkman Charitable has awarded 39 grants totaling $1,022,210 to organizations in Texas, Florida and 4 other states across the US. Individual grants range from $60 to $215,210, with a median award of $3,000.

Latest Tax Year
2025
Total Giving (all years)
$1,022,210
Total Assets
$34,611
Median Grant (all grants)
$3,000

Latest Form 990-PF Snapshot

Total Grants
2
Median Grant
$28,000
% Median Grant Decline
-87% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: May 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Florida

85% of all grants are concentrated in Florida, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Florida, funding concentrates in Lakewood Ranch (45%), Various (36%), Tampa (9%).

Funding Trajectory
-39%

Declining funding trend with 39% decrease over 6 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
Education + General Purposes

Dual focus on education (83%) and general purposes, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Harold & Muriel Berkman Charitable's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Scholarships $50,000 Various, FL, US Scholarship Award 2025
Research Grants $6,000 Various, FL, US Research Grants Awards 2025
Scholarships $215,210 Various, FL, US Scholarship Award 2024
Scholarships $215,210 Various, FL, US Scholarship Award 2024
Mark Peterson $3,000 Lakewood Ranch, FL, US Research Grant 2023
Patricia Torres $3,000 Lakewood Ranch, FL, US Research Grant 2023
Emily Tanner $3,000 Lakewood Ranch, FL, US Research Grant 2023
Scholarships $50,430 Various, FL, US Scholarship Award 2023
Mark Peterson $3,000 Lakewood Ranch, FL, US Research Grant 2023
Patricia Torres $3,000 Lakewood Ranch, FL, US Research Grant 2023
Emily Tanner $3,000 Lakewood Ranch, FL, US Research Grant 2023
Scholarships $50,430 Various, FL, US Scholarship Award 2023
Scholarships $64,000 Various, FL, US Scholarship Award 2022
Babu John Mariodas $3,000 Lakewood Ranch, FL, US Research Grant 2022
Eyrla Kemp $3,000 Lakewood Ranch, FL, US Research Grant 2022
Jhon Galvan $3,000 Lakewood Ranch, FL, US Research Grant 2022
Scholarships $64,000 Various, FL, US Scholarship Award 2022
Babu John Mariodas $3,000 Lakewood Ranch, FL, US Research Grant 2022
Eyrla Kemp $3,000 Lakewood Ranch, FL, US Research Grant 2022
Jhon Galvan $3,000 Lakewood Ranch, FL, US Research Grant 2022
Scholarships $64,000 Various, FL, US Scholarship Award 2022
Babu John Mariodas $3,000 Lakewood Ranch, FL, US Research Grant 2022
Eyrla Kemp $3,000 Lakewood Ranch, FL, US Research Grant 2022
Jhon Galvan $3,000 Lakewood Ranch, FL, US Research Grant 2022
Eric Madrid Northwest Vista College $2,000 San Antonio, TX, US Research Grant 2021
Scholarships $62,000 Various, FL, US Scholarship Award 2021
Parker Woodroof University Of Alaba $3,000 Birmingham, AL, US Research Grant 2021
Univ Of South Florida Foundation $5,000 Tampa, FL, US Donation 2021
Jennifer Barhorst College Of Charle $3,000 Charleston, SC, US Research Grant 2021
Andrew Edelblum University Of Orego $3,000 Eugene, OR, US Research Grant 2021
Laurel Cook West Virginia Universit $1,610 Morgantown, WV, US Research Grant 2020
Scholarships $21,200 Various, FL, US Scholarship Award 2020
The National Wwii Museum $60 New Orleans, FL, US Donation 2020
Univ Of South Florida Foundation $5,000 Tampa, FL, US Donation 2020
Nathan Warren (univ Of Oregon) $3,000 Eugene, OR, US Research Grant 2019
Sidney Anderson (florida State University) $3,000 Tallahassee, FL, US Research Grant 2019
Scholarships $71,000 Various, FL, US Scholarship Award 2019
The National Wwii Museum $60 New Orleans, FL, US Donation 2019
Univ Of South Florida Foundation $15,000 Tampa, FL, US Donation 2019

Foundations Similar to Harold & Muriel Berkman Charitable

Discover 5 foundations with comparable assets ($33,664-$34,675), similar grant patterns, and geographic focus in FL that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 83-3712492 | 16 grants awarded
$34,596
(≈ Similar)
$2,500
median grant
Boca Raton, FL
Same state
100%
Excellent match

EIN: 47-1239905 | 6 grants awarded
$34,675
(≈ Similar)
$1,809
median grant
Miami, FL
Same state
100%
Excellent match

EIN: 11-6044719 | 48 grants awarded
$34,497
(≈ Similar)
$1,900
median grant
Miami Beach, FL
Same state
100%
Excellent match

EIN: 27-2457035 | 9 grants awarded
$34,274
(≈ Similar)
$1,560
median grant
Boca Raton, FL
Same state
100%
Excellent match

EIN: 35-7095112 | 72 grants awarded
$33,664
(≈ Similar)
$5,955
median grant
Juno Beach, FL
Same state
99%
Excellent match

Contact Information

Official contact details for Harold & Muriel Berkman Charitable as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 46-5520735
Website http://www.berkmanfoundation.org
Address 17031 KENTON TRACE TERRACE Lakewood Ranch, FL 34202-0000

Key People (8)

Board members, trustees, and key staff who oversee Harold & Muriel Berkman Charitable's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President Karen A Berkman Phd
Director Stuart Berry
Director Barry J Babin Phd
Director Nina Krey Ph D
Director Laurie Babin Phd

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Harold & Muriel Berkman Charitable is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated May 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.