Bermel Family Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Bermel Family Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 81-3483530

Foundation Overview

Based in Simsbury, CT, Bermel Family Foundation has awarded 37 grants totaling $434,718 to organizations in Massachusetts, Connecticut and 2 other states across the US. Individual grants range from $250 to $45,000, with a median award of $10,000.

Latest Tax Year
2024
Total Giving (all years)
$434,718
Total Assets
$651,620
Median Grant (all grants)
$10,000

Latest Form 990-PF Snapshot

Total Grants
5
Median Grant
$10,000
% Median Grant Decline
-27% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

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

New Applicant Friendliness
Balanced Approach: 40%

2 of 5 recipients (40%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
Massachusetts

70% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in Siasconset (58%), Nantucket (42%).

Funding Trajectory
+97%

Strong 97% growth in annual giving over 8 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Bermel Family Foundation'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
Memorial Sloan Kettering Cancer Center $250 New York, NY, US For General Charitable Purposes 2024
Nantucket Conservation Foundation $10,000 Nantucket, MA, US For General Charitable Purposes 2024
On The Isle Corporation $500 Siasconset, MA, US For General Charitable Purposes 2024
Sankaty Head Foundation Inc $25,000 Siasconset, MA, US For General Charitable Purposes 2024
Sconset Trust Inc $45,000 Siasconset, MA, US For General Charitable Purposes 2024
Nantucket Conservation Foundation $10,000 Nantucket, MA, US For General Charitable Purposes 2023
Sankaty Head Foundation Inc $13,750 Siasconset, MA, US For General Charitable Purposes 2023
Sconset Trust Inc $45,000 Siasconset, MA, US For General Charitable Purposes 2023
Nantucket Conservation Foundation $10,000 Nantucket, MA, US For General Charitable Purposes 2023
Sankaty Head Foundation Inc $13,750 Siasconset, MA, US For General Charitable Purposes 2023
Sconset Trust Inc $45,000 Siasconset, MA, US For General Charitable Purposes 2023
Sconset Trust Inc $10,000 Siasconset, MA, US For General Charitable Purposes 2022
The Garden Club Of America $5,000 New York, NY, US For General Charitable Purposes 2022
Sconset Trust Inc $10,000 Siasconset, MA, US For General Charitable Purposes 2022
The Garden Club Of America $5,000 New York, NY, US For General Charitable Purposes 2022
Sconset Trust Inc $10,000 Siasconset, MA, US For General Charitable Purposes 2022
The Garden Club Of America $5,000 New York, NY, US For General Charitable Purposes 2022
Sconset Trust Inc $10,000 Siasconset, MA, US For General Charitable Purposes 2022
The Garden Club Of America $5,000 New York, NY, US For General Charitable Purposes 2022
Artists Association Of Nantucket $1,000 Nantucket, MA, US For General Charitable Purposes 2021
Nantucket Conservation Foundation $10,000 Nantucket, MA, US For General Charitable Purposes 2021
Sconset Trust Inc $6,984 Siasconset, MA, US For General Charitable Purposes 2021
St Mary's Church Corporation Of Simsbury (st Mary's Parish) $1,000 Simbsury, CT, US For General Charitable Purposes 2021
Artists Association Of Nantucket $1,000 Nantucket, MA, US For General Charitable Purposes 2021
Nantucket Conservation Foundation $10,000 Nantucket, MA, US For General Charitable Purposes 2021
Sconset Trust Inc $6,984 Siasconset, MA, US For General Charitable Purposes 2021
St Mary's Church Corporation Of Simsbury (St Mary's Parish) $1,000 Simbsury, CT, US For General Charitable Purposes 2021
Nantucket Conservation Foundation $10,000 Nantucket, MA, US For General Charitable Purposes 2020
Sconset Trust Inc $5,000 Siasconset, MA, US For General Charitable Purposes 2020
Nantucket Conservation Foundation $10,000 Nantucket, MA, US For General Charitable Purposes 2019
St Mary's Church Corporation Of Simsbury (st Mary's Parish) $2,500 Simbsury, CT, US For General Charitable Purposes 2019
Sconset Trust Inc $5,000 Siasconset, MA, US For General Charitable Purposes 2019
Nantucket Conservation Foundation $20,000 Nantucket, MA, US For General Charitable Purposes 2018
St Mary Campus Connection (st Marys Church Corporation Of Simsbury) $25,000 Simsbury, CT, US For General Charitable Purposes 2017
Nantucket Conservation Foundation $15,500 Nantucket, MA, US For General Charitable Purposes 2016
American Cancer Society $500 Atlanta, GA, US For General Charitable Purposes 2016
St Mary Campus Connection (st Marys Church Corporation Of Simsbury) $25,000 Simsbury, CT, US For General Charitable Purposes 2016

Foundations Similar to Bermel Family Foundation

Discover 5 foundations with comparable assets ($630,201-$641,987), similar grant patterns, and geographic focus in CT 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: 22-2760718 | 126 grants awarded
$641,987
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$5,000
median grant
North Haven, CT
Same state
99%
Excellent match

EIN: 06-0733864 | 4 grants awarded
$639,254
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$7,588
median grant
Hartford, CT
Same state
99%
Excellent match

EIN: 06-6038707 | 52 grants awarded
$637,303
(≈ Similar)
$5,000
median grant
Easton, CT
Same state
99%
Excellent match

EIN: 06-1605254 | 147 grants awarded
$636,788
(≈ Similar)
$20,000
median grant
Newtown, CT
Same state
99%
Excellent match

EIN: 06-1560257 | 121 grants awarded
$630,201
(≈ Similar)
$8,000
median grant
Fairfield, CT
Same state
98%
Excellent match

Contact Information

Official contact details for Bermel Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 81-3483530
Website N/A
Address 237 OLD FARMS RD Simsbury, CT 06070-1533

Key People (2)

Board members, trustees, and key staff who oversee Bermel Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee John J Bermel
Trustee Lisa R Bermel

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 Bermel Family Foundation 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 March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.