Berney Family Foundation
Berney Family Foundation is a private foundation, based in Houston, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $526K in total assets. In 2024, it awarded 6 grants totaling $7K. Net investment income was $109K.
Berney Family Foundation at a glance
In short: Berney Family Foundation gave $7K across 6 grants in 2024 (avg $1K), top state Oklahoma. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $7,400
- -95.3% vs 2023
- Grants made (2024)
- 6
- -25.0% vs 2023
- Average grant
- $1,233
- -93.8% vs 2023
- Median grant
- $750
- Total assets
- $526,059
- +24.7% vs 2023
- Primary geography
- Oklahoma (34% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Berney Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
The largest 2024 recipient was Samaritan Counseling and Growth Center ($3K). Together the top 6 received $7K.
Grant Size Distribution
28 grants across all recorded years
The most common grant size was under $50K: 26 grants of 28 (93%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 6 itemized grants.
Cities
How Berney Family Foundation gives
- Giving held roughly steady from 2021 to 2024 (+5%). Method
- In 2024 it paid out 32% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 $4K (2022) to $158K (2023). In 2024 it made 6 grants totaling $7K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Samaritan Counseling and Growth Center Bartlesville, OK | Donation | $2,500 |
| Zozu Project Templeton, CA | Donation | $2,400 |
| Humane Society Colorado Springs, CO | Donation | $1,000 |
| Ray of Hope Denver, CO | Donation | $500 |
| Wheels of Dream Colorado Springs, CO | Donation | $500 |
| Big Brothers Big Sisters Tampa, FL | Donation | $500 |
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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 | $526,059 | $216,318 | $14,709 | $7,400 | 6 | $7,400 | $108,509 | $23,220 |
| 2023 | $421,814 | $342,964 | $165,721 | $158,080 | 8 | $158,080 | $119,849 | $17,545 |
| 2022 | $265,581 | $222,101 | $9,538 | $4,080 | 4 | $4,080 | $104,246 | $11,516 |
| 2021 | $210,946 | $26,190 | $10,975 | $7,080 | 4 | $7,080 | $12,329 | $11,857 |
| 2020 | $204,962 | $5,748 | $9,389 | $6,036 | 6 | — | $2,432 | $10,560 |
Under IRS private-foundation payout rules, Berney Family Foundation reported a distributable amount of $23K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Berney Family Foundation is led by Patti S. Berney, President on every filing since 2020; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Patti S. Berney
President
On filings since 2020
1 hr/week
No compensation reported
Rand C. Berney
Chairman
On filings since 2020
1 hr/week
No compensation reported
Jason M. Berney
Vice President & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Kristin Berney Curd
Vice President & Secretary
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 Berney Family Foundation
How much does Berney Family Foundation give each year?
Berney Family Foundation gave $7K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $158K across 8 grants.
What is Berney Family Foundation's typical grant size?
Berney Family Foundation's median grant in 2024 was $750, and its average grant was $1,233, across 6 grants on its 2024 IRS Form 990-PF.
Where does Berney Family Foundation give grants?
Berney Family Foundation's top state is Oklahoma, with 34% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were California (32%) and Colorado (27%). The most frequent recipient cities were Colorado Springs, CO (2 grants).
Does Berney Family Foundation give general operating support?
Not in 2024: none of the 6 grants with a stated purpose on Berney Family Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donation" (6 grants).
Who are Berney Family Foundation's largest grantees?
Berney Family Foundation's largest 2024 grantees include Samaritan Counseling and Growth Center ($2,500), Zozu Project ($2,400) and Humane Society ($1,000), according to its 2024 IRS Form 990-PF. Together they received 80% of its itemized 2024 grant dollars.
How large is Berney Family Foundation?
Berney Family Foundation reported $526K in total assets on its 2024 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $23K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Berney Family Foundation's EIN?
Berney Family Foundation's EIN (Employer Identification Number) is 47-4328281. 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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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