Berman Family Foundation Inc

Private foundation · Grantmaker Madison, WI EIN: 27-4326602

Berman Family Foundation Inc is a private foundation, 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.

Key facts about Berman Family Foundation Inc

In short: Berman Family Foundation Inc gave $29K across 9 grants in 2024 (avg $3K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.

EIN
27-4326602
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$29,400
Grants made (2024)
9
Average grant
$3,267
Median grant
$1,450
Total assets
$233,969
Primary geography
Wisconsin (91% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

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.

How Berman Family Foundation Inc gives

  • Giving held roughly steady from 2021 to 2024 (+10%). Method
  • In 2024 it paid out 212% of its IRS minimum distribution (the 5% rule). 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

2states

Share of 2024 grant dollars across all 9 itemized grants.

Cities

MadisonNew YorkEast Hampton

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K8 grants2020 9 grants2021 11 grants2022 10 grants2023 9 grants2024

From 2020 to 2024, annual grant giving ranged from $24K (2020) to $30K (2023). In 2024 it made 9 grants totaling $29K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

Jewish Federation of Madison: $21KJewish Federation of Madison$21KTemple of Beth El: $2KTemple of Beth El$2KMuseum of Arts and Design: $2KMuseum of Arts and Design$2KWisconsin Public Radio Association Inc: $1KWisconsin Public RadioAssociation Inc$1KPBS Wisconsin: $1KPBS Wisconsin$1KAnti-Defamation League: $1KAnti-Defamation League$1KWaisman Center: $500Waisman Center$500Overture Center for the Arts: $250Overture Center for the Arts$250WI Chamber Orchestra: $250WI Chamber Orchestra$250

The largest 2024 recipient was Jewish Federation of Madison ($21K). Together the top 9 received $29K.

Grant Size Distribution

47 grants across all recorded years

47<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 47 grants of 47 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Jewish Federation of Madison Madison, WITo 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
Temple of Beth El Madison, WITo Support Temple of Beth El Congregation.$2,000
Museum of Arts and Design New York, NYGeneral Operations.$1,500
Wisconsin Public Radio Association Inc Madison, WITo Support Wisconsin Public Radio.$1,450
PBS Wisconsin Madison, WITo support educational, cultural and community broadcasting services of Wisconsin public television$1,450
Anti-Defamation League New York, NYDefending 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
Waisman Center Madison, WITo Support the Waisman Center.$500
Overture Center for the Arts Madison, WITo Support the Arts$250
WI Chamber Orchestra Madison, WITo Support Wisconsin Orchestra$250

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K$40K2020 2021 2022 2023 2024
Metric202420232022
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Berman Family Foundation Inc's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Andrew Berman

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Barry L. Berman

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Debra G. Berman

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Leah Berman

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "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 Berman Family Foundation Inc

How much does Berman Family Foundation Inc give each year?

Berman Family Foundation Inc gave $29K across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $30K across 10 grants.

What is Berman Family Foundation Inc's typical grant size?

Berman Family Foundation Inc's median grant in 2024 was $1,450, and its average grant was $3,267, across 9 grants on its 2024 IRS Form 990-PF.

Where does Berman Family Foundation Inc give grants?

Berman Family Foundation Inc gives mostly in Wisconsin: 91% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New York (9%). The most frequent recipient cities were Madison, WI (7 grants) and New York, NY (2 grants).

Does Berman Family Foundation Inc give general operating support?

Yes: 11% of Berman Family Foundation Inc's 2024 grants with a stated purpose (1 of 9) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Berman Family Foundation Inc's largest grantees?

Berman Family Foundation Inc's largest 2024 grantees include Jewish Federation of Madison ($21,000), Temple of Beth El ($2,000) and Museum of Arts and Design ($1,500), according to its 2024 IRS Form 990-PF. Together they received 83% of its itemized 2024 grant dollars.

How large is Berman Family Foundation Inc?

Berman Family Foundation Inc reported $234K in total assets on its 2024 IRS Form 990-PF. It paid out $31K in qualifying distributions that year, against a required minimum of $14K (roughly 5% of its investment assets).

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.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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