Berman Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MADISON, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $234K in total assets. In 2024, it awarded 9 grants totaling $29K. Net investment income was $9K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$234K
-8.5% YoY
Annual Giving
$29K
-0.4% YoY
Grant Count
9
-10.0% YoY
Avg Grant Size
$3K
+10.6% YoY
Under IRS private-foundation payout rules, Berman Family Foundation Inc reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.
About Berman Family Foundation Inc
Based on IRS filings
Berman Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MADISON, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $234K in total assets. In 2024, it awarded 9 grants totaling $29K. Net investment income was $9K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $233,969 | $255,815 | $275,845 |
| Revenue | $12,837 | $14,852 | $815 |
| Expenses | $34,683 | $34,882 | $34,368 |
| Qualifying Distributions | $30,500 | $30,675 | $29,621 |
| Net Investment Income | $8,807 | $10,702 | $4,066 |
| Distributable Amount | $14,391 | $14,134 | $15,581 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
47 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Jewish Federation of Madison ($21,000), Temple of Beth El ($2,000), Museum of Arts and Design ($1,500).
| Recipient | Purpose | Amount |
|---|---|---|
| ANTI-DEFAMATION LEAGUE NEW YORK, NY | DEFENDING DEMOCRACTIC IDEALS AND ELIMINATING ANTI-SEMITISM AND BIGOTRY IN THE UNITED STATES AND AROUND THE WORLD, WHILE PROVIDING KNOWLEDGEABLE LEADERSHIP ON A NATIONAL LEVEL FOR THE AMERICAN JEWISH COMMUNITY. | $1,000 |
| JEWISH FEDERATION OF MADISON MADISON, WI | TO BUILD A STRONG AND UNIFIED JEWISH COMMUNITY IN ORDER TO ENSURE THE SURVIVAL, WELL BEING AND CONTINUITY OF THE JEWISH PEOPLE IN THIS AREA. | $21,000 |
| MUSEUM OF ARTS AND DESIGN NEW YORK, NY | GENERAL OPERATIONS. | $1,500 |
| OVERTURE CENTER FOR THE ARTS MADISON, WI | TO SUPPORT THE ARTS | $250 |
| TEMPLE OF BETH EL MADISON, WI | TO SUPPORT TEMPLE OF BETH EL CONGREGATION. | $2,000 |
| WI CHAMBER ORCHESTRA MADISON, WI | TO SUPPORT WISCONSIN ORCHESTRA | $250 |
| WISCONSIN PUBLIC RADIO ASSOCIATION INC MADISON, WI | TO SUPPORT WISCONSIN PUBLIC RADIO. | $1,450 |
| WAISMAN CENTER MADISON, WI | TO SUPPORT THE WAISMAN CENTER. | $500 |
| PBS WISCONSIN MADISON, WI | TO SUPPORT EDUCATIONAL, CULTURAL AND COMMUNITY BROADCASTING SERVICES OF WISCONSIN PUBLIC TELEVISION | $1,450 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BARRY L BERMAN | DIRECTOR | 1 | — |
| DEBRA G BERMAN | DIRECTOR | 1 | — |
| ANDREW BERMAN | DIRECTOR | 1 | — |
| LEAH BERMAN | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Berman Family Foundation Inc?
Berman Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MADISON, WI. It holds $234K in total assets as of 2024.
How large is Berman Family Foundation Inc?
As of 2024, Berman Family Foundation Inc holds $234K in total assets with $13K in annual revenue. It awarded 9 grants totaling $29K in 2024.
Where does Berman Family Foundation Inc operate?
Berman Family Foundation Inc has awarded grants in New York, Wisconsin.
What size grants does Berman Family Foundation Inc award?
In 2024, Berman Family Foundation Inc awarded 9 grants totaling $29K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Berman Family Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Berman Family Foundation Inc reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Berman Family Foundation Inc's EIN?
Berman Family Foundation Inc's EIN (Employer Identification Number) is 27-4326602. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Berman Family Foundation Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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