Bermel Family Foundation
SIMSBURY, CT EIN: 81-3483530
Financial Overview
From 2025 IRS Form 990-PF
Total Assets
$458K
-13.7% YoY
Annual Giving
$81K
+17.5% YoY
Grant Count
5
+66.7% YoY
Avg Grant Size
$16K
-29.5% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $458,472 | $531,135 | $590,561 |
| Revenue | $15,693 | $17,664 | $-21,446 |
| Expenses | $88,356 | $77,090 | $30,093 |
| Qualifying Distributions | $80,750 | $68,750 | $15,000 |
| Net Investment Income | $5,090 | $23,492 | $16,290 |
| Distributable Amount | $31,118 | $30,878 | $29,697 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
Grant Size Distribution
19 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Bermel Family Foundation fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN J BERMEL | TRUSTEE | — | — |
| LISA R BERMEL | TRUSTEE | — | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Massachusetts $207K (96%)
New York $5K (2%)
Connecticut $4K (2%)
Cities
NantucketNew YorkSiasconsetSimbsury
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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