The William And Dale Berkowitz Family | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The William And Dale Berkowitz Family. Data shown is extracted from Form 990-PF filings.
EIN: 65-6351894
Foundation Overview
Based in Red Bank, NJ, The William And Dale Berkowitz Family has awarded 12 grants totaling $59,645 to organizations in New Jersey and Pennsylvania. Individual grants range from $2,500 to $17,500, with a median award of $3,087.5.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
1 total grant. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
58% of grants are awarded in New Jersey, with additional funding distributed across 1 other locations. The foundation balances regional focus with broader geographic diversity. Within New Jersey, funding concentrates in Red Bank (100%).
Funding Trajectory
Declining funding trend with 48% decrease over 4 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on general purposes (50%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The William And Dale Berkowitz Family'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 |
|---|---|---|---|---|
| No Limits Cafe | $2,575 | Red Bank, NJ, US | Funding For Non-profit Restaurant Providing Employment And Training To The Intellectually Challenged. | 2024 |
| Penn State Thon | $2,500 | University Park, PA, US | Funding For Student-run Philanthropy Group For Childhood Cancer. | 2023 |
| No Limits Cafe | $3,600 | Red Bank, NJ, US | Funding For Non-profit Restaurant Providing Employment And Training To The Intellectually Challenged. | 2023 |
| Penn State Thon | $2,500 | University Park, PA, US | Funding For Student-run Philanthropy Group For Childhood Cancer. | 2023 |
| No Limits Cafe | $3,600 | Red Bank, NJ, US | Funding For Non-profit Restaurant Providing Employment And Training To The Intellectually Challenged. | 2023 |
| No Limits Cafe | $7,435 | Red Bank, NJ, US | General | 2022 |
| Penn State Thon | $2,500 | University Park, PA, US | General | 2022 |
| No Limits Cafe | $7,435 | Red Bank, NJ, US | General | 2022 |
| Penn State Thon | $2,500 | University Park, PA, US | General | 2022 |
| No Limits Cafe | $17,500 | Red Bank, NJ, US | General | 2021 |
| Penn State Thon | $2,500 | University Park, PA, US | General | 2021 |
| No Limits Cafe | $5,000 | Red Bank, NJ, US | General | 2020 |
Foundations Similar to The William And Dale Berkowitz Family
Discover 5 foundations with comparable assets ($55,406-$57,744), similar grant patterns, and geographic focus in NJ 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 |
|---|---|---|---|---|
|
Arvind & Chitra Kumar Family Foundation
EIN: 20-4001396 | 24 grants awarded |
$57,069
(≈ Similar) |
$2,500
median grant |
Scotch Plains, NJ
Same state |
|
|
Byerley Family Foundation A Nj
EIN: 54-2084458 | 5 grants awarded |
$57,189
(≈ Similar) |
$2,600
median grant |
Haddonfield, NJ
Same state |
|
|
Michael John Brown Memorial Fund
EIN: 22-3674497 | 13 grants awarded |
$57,248
(≈ Similar) |
$2,000
median grant |
Ocean City, NJ
Same state |
|
|
The Shiloh Foundation Inc
EIN: 02-0543316 | 2 grants awarded |
$57,744
(≈ Similar) |
$5,000
median grant |
Basking Ridge, NJ
Same state |
|
|
Chris Tremaine Foundation
EIN: 26-6656707 | 10 grants awarded |
$55,406
(≈ Similar) |
$2,732.5
median grant |
Mendham, NJ
Same state |
|
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Contact Information
Official contact details for The William And Dale Berkowitz Family as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 65-6351894 |
| Website | N/A |
| Address | 125 HALF MILE RD STE 200 Red Bank, NJ 07701-6749 |
Key People (3)
Board members, trustees, and key staff who oversee The William And Dale Berkowitz Family's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Treasurer | David L Berkowitz |
|---|---|
| President | Dale Berkowitz |
| President | Jeffrey Berkowitz |
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 The William And Dale Berkowitz Family 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.