Berman Family Foundation
Berman Family Foundation is a private foundation, based in Fairfield, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8K in total assets. In 2024, it awarded 2 grants totaling $3K. Net investment income was $126.
Berman Family Foundation at a glance
In short: Berman Family Foundation gave $3K across 2 grants in 2024 (avg $1K), mostly in New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $2,800
- -97.4% vs 2023
- Grants made (2024)
- 2
- -66.7% vs 2023
- Average grant
- $1,400
- -92.1% vs 2023
- Median grant
- $1,400
- Total assets
- $7,785
- -42.1% vs 2023
- Primary geography
- New York (64% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Berman Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Kol Hai Loves You ($2K). Together the top 2 received $3K.
Grant Size Distribution
41 grants across all recorded years
The most common grant size was under $50K: 37 grants of 41 (90%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
Cities
How Berman Family Foundation gives
- Giving fell 98% from 2021 to 2024. Method
- In 2024 it paid out 523% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $3K (2024) to $120K (2021). In 2024 it made 2 grants totaling $3K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Kol Hai Loves You New Paltz, NY | To fund educational programs | $1,800 |
| Brahmanada Saraswati Trust | To support educational programs | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $7,785 | $-1,345 | $4,101 | $2,800 | 2 | $2,800 | $126 | $535 |
| 2023 | $13,447 | $29,901 | $108,010 | $106,914 | 6 | $106,914 | $374 | $2,386 |
| 2022 | $91,756 | $-54,067 | $103,210 | $103,047 | 8 | $103,047 | $9,317 | $8,021 |
| 2021 | $250,333 | $-125,324 | $120,117 | $120,096 | 10 | $120,096 | $9 | $19,578 |
| 2020 | $498,048 | $-46,316 | $103,267 | $102,796 | 15 | — | $90 | $26,902 |
Under IRS private-foundation payout rules, Berman Family Foundation reported a distributable amount of $535 for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Berman Family Foundation is led by Warren Berman, President on every filing since 2020; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Warren Berman
President
On filings since 2020
2 hrs/week
No compensation reported
Harriet Berman
Treasurer
On filings since 2020
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
How much does Berman Family Foundation give each year?
Berman Family Foundation gave $3K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $107K across 6 grants.
How large is Berman Family Foundation?
Berman Family Foundation reported $8K in total assets on its 2024 IRS Form 990-PF. It paid out $3K in qualifying distributions that year, against a required minimum of $535 (roughly 5% of its investment assets).
Where does Berman Family Foundation operate?
Berman Family Foundation has awarded grants in California, Colorado, District of Columbia, Iowa, Illinois, New York, Ohio, Vermont.
What is Berman Family Foundation's EIN?
Berman Family Foundation's EIN (Employer Identification Number) is 42-1465136. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 20, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 14, 2023)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 28, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 15, 2025)
- IRS filings on file for fiscal years 2020–2024
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