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
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
No grants recorded for .
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
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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