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 2024 filing: $20K revenue, $30 expenses, $1.1M total assets. IRS filings disclose 116 grants awarded by this foundation, totaling roughly $410K.

EIN: 136135111 BOSTON, MA Latest filing: 2024

Total Revenue$20K

Total Expenses$30

Total Assets$1.1M

Grants Given116

Grant Total$410K

Filing Years2020–2024

Sample Grants Given

PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA

SARASOTA, FL · 2023

GENERAL CONTRIBUTION

$15,000

ALL FAITHS FOOD BANK

SARASOTA, FL · 2023

GENERAL CONTRIBUTION

$10,000

FRIENDS OF FRANKLIN INC

NEW ORLEANS, LA · 2023

GENERAL CONTRIBUTION

$5,000

CONSERVATION LAW FOUNDATION

BOSTON, MA · 2023

GENERAL CONTRIBUTION

$5,000

NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH

NEW YORK, NY · 2023

GENERAL CONTRIBUTION

$5,000

Showing up to 5 of 116 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

$390,300 110 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
2024	$20K	$30	$1.1M
2023	$22K	$70K	$1.0M
2022	$458K	$60K	$1.1M
2021	$155K	$58K	$687K
2020	$50K	$56K	$590K

Between 2020 and 2024, reported annual revenue declined from $50K to $20K (-60%), with total assets most recently reported at $1.1M.

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, NY, TN, and 1 other state.

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

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