Berman Family Foundation

CHEVY CHASE, MD EIN: 52-2057768

Berman Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHEVY CHASE, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $263K in total assets. In 2024, it awarded 5 grants totaling $49K. Net investment income was $46K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$263K

-0.9% YoY

Annual Giving

$49K

+3.6% YoY

Grant Count

5

+25.0% YoY

Avg Grant Size

$10K

-17.1% YoY

Under IRS private-foundation payout rules, Berman Family Foundation reported a distributable amount of $64K for 2024 — the minimum it must pay out in qualifying distributions.

About Berman Family Foundation

Based on IRS filings

Berman Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHEVY CHASE, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $263K in total assets. In 2024, it awarded 5 grants totaling $49K. Net investment income was $46K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

New YorkNorth BethesdaWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$214K$427K$641K$854K20202021202220232024
Metric202420232022
Total Assets$263,024$265,393$271,441
Revenue$93,963$50,219$16,590
Expenses$51,945$53,667$43,276
Qualifying Distributions$48,700$47,000$41,114
Net Investment Income$45,828$10,237$14,428
Distributable Amount$63,796$57,866$57,310

Giving Over Time

Total grant dollars and number of grants per year

$0$13K$25K$38K$50K2 grants20201 grants20211 grants20224 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

JEWISH FEDERATION OF GRE…$25KSEE ATTACHMENT A$10KARENA STAGE THEATER$6KCAPITAL JEWISH MUSEUM$5KWENDT CENTER$3K

Grant Size Distribution

13 grants across all recorded years

13<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Jewish Federation of Greater Dc ($25,000), See Attachment a ($9,700), Arena Stage Theater ($6,000).

RecipientPurposeAmount
SEE ATTACHMENT A WASHINGTON, DCCHARITABLE$9,700
ARENA STAGE THEATER WASHINGTON, DCCOMMUNITY ASSISTANCE$6,000
CAPITAL JEWISH MUSEUM WASHINGTON, DCCOMMUNITY SERVICE$5,000
JEWISH FEDERATION OF GREATER DC NORTH BETHESDA, MDCOMMUNITY SERVICE$25,000
WENDT CENTER WASHINGTON, DCCOMMUNITY SERVICE$3,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ALLAN BERMANDirector1
GREGORY ANDREW BERMANDirector1
M J BERMANDirector1
MICHELLE G BERMANDirector1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Berman Family Foundation?

Berman Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHEVY CHASE, MD. It holds $263K in total assets as of 2024.

How large is Berman Family Foundation?

As of 2024, Berman Family Foundation holds $263K in total assets with $94K in annual revenue. It awarded 5 grants totaling $49K in 2024.

Where does Berman Family Foundation operate?

Berman Family Foundation has awarded grants in District of Columbia, Maryland, New York.

What size grants does Berman Family Foundation award?

In 2024, Berman Family Foundation awarded 5 grants totaling $49K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Berman Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Berman Family Foundation reported a distributable amount of $64K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Berman Family Foundation's EIN?

Berman Family Foundation's EIN (Employer Identification Number) is 52-2057768. IRS Form 990 filing data is available on this page for 2020–2024.

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

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