Also known as: C/O GOULSTON & STORRS
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Theodore W & Evelyn Berenson Charitable Foundation is a private trust based in BOSTON, MA. The foundation received its IRS ruling in 1981. The principal officer is Goulston & Storrs. It holds total assets of $3.2M. Annual income is reported at $1.9M. The foundation is governed by 3 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Grantmaking is concentrated in Massachusetts. According to available records, Theodore W & Evelyn Berenson Charitable Foundation has made 9 grants totaling $1.1M, with a median grant of $10K. Annual giving has decreased from $676K in 2020 to $420K in 2022. Individual grants have ranged from $3K to $500K, with an average award of $122K. The foundation has supported 5 unique organizations. Grant recipients are concentrated in Massachusetts. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$10K
Average Grant
$135K
Largest Grant
$500K
Based on 5 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Theodore W & Evelyn Berenson Charitable Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 9 grants. Its grantmaking reaches organizations primarily in MA.
Theodore W & Evelyn Berenson Charitable Foundation has distributed a total of $1.1M across 9 grants. The median grant size is $10K, with an average of $122K. Individual grants have ranged from $3K to $500K.
Theodore W & Evelyn Berenson Charitable Foundation typically selects its grantees rather than accepting unsolicited proposals.
Theodore W & Evelyn Berenson Charitable Foundation is headquartered in BOSTON, MA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Mark D Balk | TRUSTEE | $0 | $0 | N/A |
| Theodore S Berenson | TRUSTEE | $0 | $0 | N/A |
| Nancy B Samiljan | TRUSTEE | $0 | $0 | N/A |
Total Giving
$468K
Total Assets
$3.4M
Fair Market Value
$3.7M
Net Worth
$3.4M
Grants Paid
$430K
Contributions
N/A
Net Investment Income
$388K
Distribution Amount
$176K
Total: $2.2M
Total Grants
9
Total Giving
$1.1M
Average Grant
$122K
Median Grant
$10K
Unique Recipients
5
Most Common Grant
$10K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Hebrew SeniorlifeCHARITABLE DONATION | Roslindale, MA | $300K | 2022 |
| Combined Jewish Philanthropies Of Greater Boston IncCHARITABLE DONATION | Boston, MA | $100K | 2022 |
| Project BreadCHARITABLE DONATION | East Boston, MA | $10K | 2022 |
| Children'S Hospital TrustCHARITABLE DONATION | Boston, MA | $10K | 2022 |
| Brandeis UniversityCHARITABLE DONATION | Waltham, MA | $3K | 2020 |