David Bermant Foundation
David Bermant Foundation is a private foundation, based in Santa Barbara, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.5M in total assets. In 2024, it awarded 9 grants totaling $114K. Net investment income was $131K.
David Bermant Foundation at a glance
In short: David Bermant Foundation gave $114K across 9 grants in 2024 (avg $13K), top state New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $114,428
- -13.9% vs 2023
- Grants made (2024)
- 9
- -18.2% vs 2023
- Average grant
- $12,714
- +5.2% vs 2023
- Median grant
- $10,000
- Total assets
- $5,503,481
- +2.7% vs 2023
- Primary geography
- New York (37% 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 David Bermant Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
The largest 2024 recipient was The Butler Institute of American Art ($27K). Together the top 9 received $114K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 29 grants of 30 (97%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
Cities
How David Bermant Foundation gives
- Giving grew 35% from 2021 to 2024. Method
- In 2024 it paid out 163% 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 $63K (2022) to $4.8M (2020). In 2024 it made 9 grants totaling $114K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Butler Institute of American Art Youngstown, OH | For the support of "entangled attraction" exhibition by sally weber and craig newswanger, and harmonic sculpture #10 conservation project. | $27,278 |
| Harvest Works Digital Media Arts Center New York, NY | In Support of Color Light Motion Project | $20,000 |
| Tate Americas Foundation New York, NY | In Suport of Tate's Electric Dreams Exhibition | $20,000 |
| The Arts Fund Santa Barbara, CA | For the community gallery program - the museum of sensory & movement experiences, a unique collection of new media art exhibitions. | $20,000 |
| Museum of Contemporary Art Santa Barbara Santa Barbara, CA | Support of sangre de nopal/blood of the nopal exhibition. | $10,000 |
| Massachusetts Institute of Technology Cambridge, MA | In support of students, faculty, and researchers strive to solve the world's most pressing challenges | $5,000 |
| Unite to Light Santa Barbara, CA | To Support Local Artists in Their Community | $5,000 |
| Victoria University of Wellington Foundation | Support of Annie Niemetz Kihikihi Project Phase II. | $4,650 |
| The Mimi Garrard Dance Company Inc New York, NY | In support of creating dance for video using digital techniques | $2,500 |
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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 | $5,503,481 | $527,080 | $382,077 | $114,428 | 9 | $261,536 | $130,797 | $160,350 |
| 2023 | $5,358,485 | $426,828 | $410,767 | $132,978 | 11 | $291,352 | $65,400 | $169,816 |
| 2022 | $5,342,435 | $207,302 | $688,455 | $62,500 | 4 | $248,096 | $33,021 | $203,845 |
| 2021 | $5,823,588 | $374,888 | $689,441 | $85,000 | 4 | $508,236 | $28,933 | $199,389 |
| 2020 | $6,140,839 | $5,122,897 | $5,582,744 | $4,804,325 | 2 | — | $391,947 | $120,183 |
Under IRS private-foundation payout rules, David Bermant Foundation reported a distributable amount of $160K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
David Bermant Foundation is led by Bess M. Rochlitzer, Director, President & As Req on every filing since 2020; all 6 officers listed in 2024 are compensated.
Officers on the 2024 filing
Bess M. Rochlitzer
Director, President & As Req
On filings since 2020
28 hrs/week
$64K (2020) → $64K (2024)
Andrew Bermant
Director & As Required
On filings since 2020
2 hrs/week
$2K (2020) → $2K (2024)
Sandra Hopmans
Director, Secretary & As Requ
On filings since 2020
15 hrs/week
$2K (2020) → $2K (2024)
Victoria Vesna
Director & As Required
On filings since 2020
2 hrs/week
$2K (2020) → $2K (2024)
Robert Margolies
Officer, Treasurer & As Req
On filings since 2020
2 hrs/week
$2K (2020) → $2K (2024)
Gabe Wolosky
Officer, Treasurer & As Req
On filings since 2023
2 hrs/week
$2K (2023) → $2K (2024)
Former officers (2)
- Former: Jack Collison Untill (2021) — Director & As Required
- Former: Jack Collison (2020) — Director & As Required
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $64K, to Bess M Rochlitzer (Director/President/As REQ). 6 officers or directors reported compensation on that filing.
Frequently asked questions about David Bermant Foundation
How much does David Bermant Foundation give each year?
David Bermant Foundation gave $114K across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $133K across 11 grants.
What is David Bermant Foundation's typical grant size?
David Bermant Foundation's median grant in 2024 was $10,000, and its average grant was $12,714, across 9 grants on its 2024 IRS Form 990-PF.
Where does David Bermant Foundation give grants?
David Bermant Foundation's top state is New York, with 37% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were California (31%) and Ohio (24%). The most frequent recipient cities were New York, NY (3 grants) and Santa Barbara, CA (3 grants).
Does David Bermant Foundation give general operating support?
Not in 2024: none of the 9 grants with a stated purpose on David Bermant Foundation's 2024 IRS Form 990-PF were described as general or operating support.
Who are David Bermant Foundation's largest grantees?
David Bermant Foundation's largest 2024 grantees include The Butler Institute of American Art ($27,278), Harvest Works Digital Media Arts Center ($20,000) and Tate Americas Foundation ($20,000), according to its 2024 IRS Form 990-PF. Together they received 59% of its itemized 2024 grant dollars.
How large is David Bermant Foundation?
David Bermant Foundation reported $5.5M in total assets on its 2024 IRS Form 990-PF. It paid out $262K in qualifying distributions that year, against a required minimum of $160K (roughly 5% of its investment assets).
What is David Bermant Foundation's EIN?
David Bermant Foundation's EIN (Employer Identification Number) is 20-8918758. 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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