Berney Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$526K
+24.7% YoY
Annual Giving
$7K
-95.3% YoY
Grant Count
6
-25.0% YoY
Avg Grant Size
$1K
-93.8% YoY
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.
About Berney Family Foundation
Based on IRS filings
Berney Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
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 | $526,059 | $421,814 | $265,581 |
| Revenue | $216,318 | $342,964 | $222,101 |
| Expenses | $14,709 | $165,721 | $9,538 |
| Qualifying Distributions | $7,400 | $158,080 | $4,080 |
| Net Investment Income | $108,509 | $119,849 | $104,246 |
| Distributable Amount | $23,220 | $17,545 | $11,516 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
28 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Samaritan Counseling and Growth Center ($2,500), Zozu Project ($2,400), Humane Society ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| HUMANE SOCIETY COLORADO SPRINGS, CO | DONATION | $1,000 |
| RAY OF HOPE DENVER, CO | DONATION | $500 |
| SAMARITAN COUNSELING AND GROWTH CENTER BARTLESVILLE, OK | DONATION | $2,500 |
| ZOZU PROJECT TEMPLETON, CA | DONATION | $2,400 |
| WHEELS OF DREAM COLORADO SPRINGS, CO | DONATION | $500 |
| BIG BROTHERS BIG SISTERS TAMPA, FL | DONATION | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RAND C BERNEY | CHAIRMAN | 1 | — |
| PATTI S BERNEY | PRESIDENT | 1 | — |
| KRISTIN BERNEY CURD | VP/SECRETARY | 1 | — |
| JASON M BERNEY | VP/TREASURER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Berney Family Foundation?
Berney Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOUSTON, TX. It holds $526K in total assets as of 2024.
How large is Berney Family Foundation?
As of 2024, Berney Family Foundation holds $526K in total assets with $216K in annual revenue. It awarded 6 grants totaling $7K in 2024.
Where does Berney Family Foundation operate?
Berney Family Foundation has awarded grants in California, Colorado, Florida, Oklahoma, Texas.
What size grants does Berney Family Foundation award?
In 2024, Berney Family Foundation awarded 6 grants totaling $7K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is Berney Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Berney Family Foundation reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Berney Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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