Private foundation
SIMSBURY, CTEIN
The funder's latest Form 990-PF says it gives only to organizations it has already chosen and does not accept unsolicited requests. An introduction is usually the only route.
Application policy: Funds preselected organizations only, as stated on the FY2025 return.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $15,693 | $88,356 | $80,750 | $458,472 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 50% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| SCONSET TRUST INCSIASCONSET, MA | FOR GENERAL CHARITABLE PURPOSES | $45,000 | 2025 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John J Bermel | TRUSTEE | 0.00 | $0 |
| Lisa R Bermel | TRUSTEE | 0.00 | $0 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $458,472 |
| FY2024 | 990-PF | $17,664 | $77,090 | $68,750 | $531,135 | $531,135 |
| FY2023 | 990-PF | −$21,446 | $30,093 | $15,000 | $590,561 | $590,561 |
| FY2022 | 990-PF | $507,520 | $25,332 | $18,984 | $642,100 | $642,100 |
| FY2021 | 990-PF | $23,790 | $19,368 | $15,000 | $159,912 | $159,912 |
| FY2020 | 990-PF | $14,152 | $21,479 | $17,500 | $155,490 | $155,490 |
| FY2019 | 990-PF | $11,618 | $23,224 | $20,000 | $162,817 | $162,817 |
| FY2018 | 990-PF | $7,879 | $29,202 | $25,000 | $174,423 | $174,423 |
| FY2017 | 990-PF | $6,419 | $48,610 | $41,000 | $195,746 | $195,746 |
| FOR GENERAL CHARITABLE PURPOSES |
| $45,000 |
| 2024 |
| SANKATY HEAD FOUNDATION INCSIASCONSET, MA | FOR GENERAL CHARITABLE PURPOSES | $25,000 | 2025 |
| ST MARY CAMPUS CONNECTION (ST MARYS CHURCH CORPORATION OF SIMSBURY)SIMSBURY, CT | FOR GENERAL CHARITABLE PURPOSES | $25,000 | 2017 |
| ST MARY CAMPUS CONNECTION (ST MARYS CHURCH CORPORATION OF SIMSBURY)SIMSBURY, CT | FOR GENERAL CHARITABLE PURPOSES | $25,000 | 2018 |
| NANTUCKET CONSERVATION FOUNDATIONNANTUCKET, MA | FOR GENERAL CHARITABLE PURPOSES | $20,000 | 2019 |
| NANTUCKET CONSERVATION FOUNDATIONNANTUCKET, MA | FOR GENERAL CHARITABLE PURPOSES | $15,500 | 2017 |
| SANKATY HEAD FOUNDATION INCSIASCONSET, MA | FOR GENERAL CHARITABLE PURPOSES | $13,750 | 2024 |
| NANTUCKET CONSERVATION FOUNDATIONNANTUCKET, MA | FOR GENERAL CHARITABLE PURPOSES | $10,000 | 2024 |
| NANTUCKET CONSERVATION FOUNDATIONNANTUCKET, MA | FOR GENERAL CHARITABLE PURPOSES | $10,000 | 2021 |
| NANTUCKET CONSERVATION FOUNDATIONNANTUCKET, MA | FOR GENERAL CHARITABLE PURPOSES | $10,000 | 2022 |
| NANTUCKET CONSERVATION FOUNDATIONNANTUCKET, MA | FOR GENERAL CHARITABLE PURPOSES | $10,000 | 2025 |
| SCONSET TRUST INCSIASCONSET, MA | FOR GENERAL CHARITABLE PURPOSES | $10,000 | 2023 |
| NANTUCKET CONSERVATION FOUNDATIONNANTUCKET, MA | FOR GENERAL CHARITABLE PURPOSES | $10,000 | 2020 |
| SCONSET TRUST INCSIASCONSET, MA | FOR GENERAL CHARITABLE PURPOSES | $6,984 | 2022 |
| SCONSET TRUST INCSIASCONSET, MA | FOR GENERAL CHARITABLE PURPOSES | $5,000 | 2021 |
| SCONSET TRUST INCSIASCONSET, MA | FOR GENERAL CHARITABLE PURPOSES | $5,000 | 2020 |
| THE GARDEN CLUB OF AMERICANEW YORK, NY | FOR GENERAL CHARITABLE PURPOSES | $5,000 | 2023 |
| ST MARY'S CHURCH CORPORATION OF SIMSBURY (ST MARY'S PARISH)SIMBSURY, CT | FOR GENERAL CHARITABLE PURPOSES | $2,500 | 2020 |
| ARTISTS ASSOCIATION OF NANTUCKETNANTUCKET, MA | FOR GENERAL CHARITABLE PURPOSES | $1,000 | 2022 |
| ST MARY'S CHURCH CORPORATION OF SIMSBURY (ST MARY'S PARISH)SIMBSURY, CT | FOR GENERAL CHARITABLE PURPOSES | $1,000 | 2022 |
| ON THE ISLE CORPORATIONSIASCONSET, MA | FOR GENERAL CHARITABLE PURPOSES | $500 | 2025 |
| AMERICAN CANCER SOCIETYATLANTA, GA | FOR GENERAL CHARITABLE PURPOSES | $500 | 2017 |
| MEMORIAL SLOAN KETTERING CANCER CENTERNEW YORK, NY | FOR GENERAL CHARITABLE PURPOSES | $250 | 2025 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Sep 30, 2024IRS bulk XML
Filing id 202500249349100505
Form 990-PF · FY2023 · period ending Sep 30, 2023IRS bulk XML
Filing id 202400369349100120
Form 990-PF · FY2022 · period ending Sep 30, 2022
Filing id 202340329349100309
Form 990-PF · FY2021 · period ending Sep 30, 2021
Filing id 202142989349100804
Form 990-PF · FY2020 · period ending Sep 30, 2020
Filing id 202140119349100104
Form 990-PF · FY2019 · period ending Sep 30, 2019
Filing id 202020179349100002
Form 990-PF · FY2018 · period ending Sep 30, 2018
Filing id 201940369349100604
Form 990-PF · FY2017 · period ending Sep 30, 2017
Filing id 201830449349100408
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.