Louis Berkowitz Family Foundation Inc
The Louis Berkowitz Family Foundation Inc is a private foundation based in East Setauket, New York. Established in 1983 and tax-exempt since February 1984, the foundation operates as a 501(c)(3) organization with a volunteer board of directors. The foundation is structured as a family foundation managed without paid staff.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.5M
+5.1% YoY
Annual Giving
$186K
+0.9% YoY
Grant Count
41
+24.2% YoY
Avg Grant Size
$5K
-18.8% YoY
Mission & Focus Areas
The foundation provides philanthropic support primarily for:
- Hospitals and hospital care
- Education
- Jewish organizations and religious initiatives
- Health and in-patient medical care
- Diseases and conditions, particularly cancers
The foundation emphasizes support for Jewish causes and religious organizations alongside secular educational and health-related initiatives.
Grantmaking
The foundation demonstrates consistent grantmaking activity across multiple organizations:
Grant Range
**: Individual grants have ranged from $100 to $53,000
Average Grant
**: Approximately $5,000
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Geographic Focus
Where this funder awards grants
The foundation supports organizations across multiple states and regions, with particular concentration in:
- New York (primary focus)
- Florida
- California
- Illinois
- Michigan
- District of Columbia
- New Jersey
- Maryland
- Kansas
- Vermont
- Virginia
- North Carolina
The foundation has supported organizations in at least 12 states, with approximately 52% of grants directed to organizations in the District of Columbia, Florida, and New York.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $3,532,712
- Annual Revenue: $354,808
- Annual Expenses: $205,057
- Total Liabilities: $0
As of 2023:
- Total Assets: $3,360,000
- Annual Revenue: $154,000
- Annual Expenses: $188,000
The foundation maintains a stable financial position with no outstanding liabilities. Revenue is generated primarily through investment income and dividends.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,532,712 | $3,362,517 | $3,396,260 |
| Revenue | $354,808 | $154,499 | $11,348 |
| Expenses | $205,057 | $188,492 | $203,475 |
| Qualifying Distributions | $197,469 | $188,492 | $187,175 |
| Net Investment Income | $347,720 | $154,499 | $110,242 |
| Distributable Amount | $171,423 | $165,331 | $170,123 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
189 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- President: Gail Hoefener
- Principal Officer: Frederick Siegmund Esq
- Board Structure: Governed by 7 officers and trustees who serve without compensation
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ALLISON FARR | VP & BOARD MEMBER | 1 | — |
| GAIL HOEFENER | PRESIDENT & BOARD MEMBER | 1 | — |
| KAREN HOEFENER | SECRETARY & TREASURER | 1 | — |
| LAURIE CHAPLIN | VP & BOARD MEMBER | 1 | — |
| ANDREW SCHOR | VP & BOARD MEMBER | 1 | — |
| AMANDA CHAPLIN | VP & BOARD MEMBER | 1 | — |
Contact Information
- Address: PO Box 840, East Setauket, NY 11733-0650
- Phone: (631) 689-5985
- EIN: 13-3190334
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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