Berlin Lehman Fund Inc
Berlin Lehman Fund Inc is a private foundation, based in Cumberland, ME. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $228K in total assets. In 2025, it awarded 3 grants totaling $13K. Net investment income was $7K.
Key facts about Berlin Lehman Fund Inc
In short: Berlin Lehman Fund Inc gave $13K across 3 grants in 2025 (avg $4K), top state Maine. Source: 2025 IRS Form 990-PF.
- EIN
- 33-0160740
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $12,500
- Grants made (2025)
- 3
- Average grant
- $4,167
- Median grant
- $5,000
- Total assets
- $228,215
- Primary geography
- Maine (40% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$228K
-2.4% YoY
Annual Giving
$13K
+35.1% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$4K
+80.2% YoY
Under IRS private-foundation payout rules, Berlin Lehman Fund Inc reported a distributable amount of $13K for 2025 — the minimum it must pay out in qualifying distributions.
How Berlin Lehman Fund Inc gives
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $9K (2024) to $28K (2020). In 2025 it made 3 grants totaling $13K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Congregation Bet Ha'am ($5K). Together the top 3 received $13K.
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 16 grants of 16 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Congregation Bet Ha'am South Portland, ME | General | $5,000 |
| The Friendship Circle Inc West Bloomfield Townsh, MI | General | $5,000 |
| Congregation Beth David Miami, FL | General | $2,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $228,215 | $233,801 | $235,512 |
| Revenue | $8,429 | $13,571 | $6,199 |
| Expenses | $14,030 | $15,544 | $13,888 |
| Qualifying Distributions | $12,590 | $11,747 | $11,343 |
| Net Investment Income | $7,116 | $9,774 | $3,654 |
| Distributable Amount | $12,951 | $13,187 | $12,917 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 24, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Berlin Lehman Fund Inc is led by Terry Miller, President & Director on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Terry Miller
President & Director
On filings since 2020
No compensation reported
Kenneth Lehman
Director
On filings since 2020
No compensation reported
Laura Dray
Director
On filings since 2020
No compensation reported
Former officers (1)
- Former: William Lehman (2020) — Secretary & Treasurer
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Berlin Lehman Fund Inc
How much does Berlin Lehman Fund Inc give each year?
Berlin Lehman Fund Inc gave $13K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $9K across 4 grants.
What is Berlin Lehman Fund Inc's typical grant size?
Berlin Lehman Fund Inc's median grant in 2025 was $5,000, and its average grant was $4,167, across 3 grants on its 2025 IRS Form 990-PF.
Where does Berlin Lehman Fund Inc give grants?
Berlin Lehman Fund Inc's top state is Maine, with 40% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Michigan (40%) and Florida (20%).
Does Berlin Lehman Fund Inc give general operating support?
Yes: 100% of Berlin Lehman Fund Inc's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Berlin Lehman Fund Inc?
Berlin Lehman Fund Inc reported $228K in total assets on its 2025 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $13K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Berlin Lehman Fund Inc's EIN?
Berlin Lehman Fund Inc's EIN (Employer Identification Number) is 33-0160740. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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