David Bermant Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.5M
+2.7% YoY
Annual Giving
$114K
-13.9% YoY
Grant Count
9
-18.2% YoY
Avg Grant Size
$13K
+5.2% YoY
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.
About David Bermant Foundation
Based on IRS filings
David Bermant Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
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 | $5,503,481 | $5,358,485 | $5,342,435 |
| Revenue | $527,080 | $426,828 | $207,302 |
| Expenses | $382,077 | $410,767 | $688,455 |
| Qualifying Distributions | $261,536 | $291,352 | $248,096 |
| Net Investment Income | $130,797 | $65,400 | $33,021 |
| Distributable Amount | $160,350 | $169,816 | $203,845 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
30 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Butler Institute of American Art ($27,278), Harvest Works Digital Media Arts Center ($20,000), Tate Americas Foundation ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| HARVEST WORKS DIGITAL MEDIA ARTS CENTER NEW YORK, NY | IN SUPPORT OF COLOR LIGHT MOTION PROJECT | $20,000 |
| MUSEUM OF CONTEMPORARY ART SANTA BARBARA SANTA BARBARA, CA | SUPPORT OF SANGRE DE NOPAL/BLOOD OF THE NOPAL EXHIBITION. | $10,000 |
| 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 |
| 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 |
| THE MIMI GARRARD DANCE COMPANY INC NEW YORK, NY | IN SUPPORT OF CREATING DANCE FOR VIDEO USING DIGITAL TECHNIQUES | $2,500 |
| VICTORIA UNIVERSITY OF WELLINGTON FOUNDATION | SUPPORT OF ANNIE NIEMETZ KIHIKIHI PROJECT PHASE II. | $4,650 |
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BESS M ROCHLITZER | DIRECTOR/PRESIDENT/AS REQ | 28 | $63,800 |
| SANDRA HOPMANS | DIRECTOR/SECRETARY/AS REQU | 15 | $2,000 |
| ANDREW BERMANT | DIRECTOR/AS REQUIRED | 2 | $2,000 |
| VICTORIA VESNA | DIRECTOR/AS REQUIRED | 2 | $2,000 |
| ROBERT MARGOLIES | OFFICER/TREASURER/AS REQ | 2 | $2,000 |
| GABE WOLOSKY | OFFICER/TREASURER/AS REQ | 2 | $2,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is David Bermant Foundation?
David Bermant Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA BARBARA, CA. It holds $5.5M in total assets as of 2024.
How large is David Bermant Foundation?
As of 2024, David Bermant Foundation holds $5.5M in total assets with $527K in annual revenue. It awarded 9 grants totaling $114K in 2024.
Where does David Bermant Foundation operate?
David Bermant Foundation has awarded grants in California, Massachusetts, New York, Ohio.
What size grants does David Bermant Foundation award?
In 2024, David Bermant Foundation awarded 9 grants totaling $114K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is David Bermant Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, David Bermant Foundation reported a distributable amount of $160K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in David Bermant 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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