Private Foundation

BARNETT AND ANNE BERCH FOUNDATION INC C/O FOCUS PARTNERS WEALTH

BARNETT AND ANNE BERCH FOUNDATION INC C/O FOCUS PARTNERS WEALTH is a Private Foundation headquartered in BOSTON, MA. Financial data from the 2025 filing: $55K revenue, $76K expenses, $1.0M total assets. IRS filings disclose 129 grants awarded by this foundation, totaling roughly $470K.

EIN: 136135111 BOSTON, MA Latest filing: 2025

Total Revenue$55K

Total Expenses$76K

Total Assets$1.0M

Grants Given129

Grant Total$470K

Filing Years2021–2025

Sample Grants Given

PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA

SARASOTA, FL · 2025

GENERAL CONTRIBUTION

$15,000

ALL FAITHS FOOD BANK

SARASOTA, FL · 2025

GENERAL CONTRIBUTION

$10,000

CONSERVATION LAW FOUNDATION

BOSTON, MA · 2025

GENERAL CONTRIBUTION

$5,000

FRIENDS OF FRANKLIN INC

NEW ORLEANS, LA · 2025

GENERAL CONTRIBUTION

$5,000

NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH

NEW YORK, NY · 2025

GENERAL CONTRIBUTION

$5,000

Showing up to 5 of 129 total records — full history available with membership.

Officers & Directors

DIRECTOR Deborah B Kurz

DIRECTOR William Kurz

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL CONTRIBUTION

$450,300 123 grants

GENERAL CONRIBUTION

$10,000 5 grants

KJAJAL - 03/16/20 12:57PM WORKSHEET PRIVATE FOUNDATION

$10,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2025	$55K	$76K	$1.0M
2024	$20K	$30	$1.1M
2023	$22K	$70K	$1.0M
2022	$458K	$60K	$1.1M
2021	$155K	$58K	$687K

Between 2021 and 2025, reported annual revenue declined from $155K to $55K (-64%), with total assets most recently reported at $1.0M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, FL, LA, MA, MD, NY, and 2 other states.

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Full geographic grant map with state-by-state breakdown available with membership.

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