Joseph and Penny Berenbaum Family FD

DENVER, CO EIN: 84-1288807

Joseph and Penny Berenbaum Family FD is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DENVER, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $491K in total assets. In 2024, it awarded 14 grants totaling $49K. Net investment income was $67K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$491K

+3.8% YoY

Annual Giving

$49K

-3.0% YoY

Grant Count

14

+16.7% YoY

Avg Grant Size

$3K

-16.9% YoY

Under IRS private-foundation payout rules, Joseph and Penny Berenbaum Family FD reported a distributable amount of $35K for 2024 — the minimum it must pay out in qualifying distributions.

About Joseph and Penny Berenbaum Family FD

Based on IRS filings

Joseph and Penny Berenbaum Family FD is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DENVER, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $491K in total assets. In 2024, it awarded 14 grants totaling $49K. Net investment income was $67K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

AtlantaDenverLargoLittletonNew YorkWestminster

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$19K$38K$57K$75K20202021202220232024
Metric202420232022
Total Assets$490,687$472,530$500,022
Revenue$68,488$24,130$27,422
Expenses$50,331$51,622$45,332
Qualifying Distributions$48,500$50,000$43,000
Net Investment Income$66,923$22,601$25,971
Distributable Amount$35,056$32,819$34,745

Giving Over Time

Total grant dollars and number of grants per year

$0$13K$25K$38K$50K10 grants202010 grants202110 grants202212 grants202314 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Planned Parenthood of th…$15KFriends of Man$4KJewish Family Service$4KNational Jewish Health$4KInternational Rescue Com…$4KJewish Fertility Foundat…$4KTemple Emanuel$4KFood Bank of the Rockies$3KDenver Hospice$2KArc of Prince George's C…$1K

Grant Size Distribution

56 grants across all recorded years

56<$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 Planned Parenthood of the Rocky Mou ($15,000), Friends of Man ($4,000), Jewish Family Service ($4,000).

RecipientPurposeAmount
Arc of Prince George's County Largo, MDPrograms for retarded citizens in Maryland$1,000
Denver Hospice Denver, COSupport hospice care and education$2,000
Energy Outreach Colorado Denver, COAid Colorado's neediest families and seniors$1,000
Food Bank of the Rockies Denver, COFood supplies for persons who can not afford it$3,000
Friends of Man Littleton, COAid for elderly, sick, disabled, victims$4,000
Jewish Family Service Denver, COAid for children, immigrants, disabled, hungry in Denver$4,000
Planned Parenthood of the Rocky Mou Denver, COHealth care and education for family planning$15,000
National Jewish Health Denver, COMedical research and indigent care$4,000
Temple Emanuel Denver, COReform congregation of Judaism$3,500
International Rescue Committee New York, NYINTERNATIONAL RESCUE COMMITTEE TO HELP VULNERABLE PEOPLE WORLDWIDE$4,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
James B BerenbaumPresident
Charon K BerenbaumSecretary
Sandra E BerenbaumTreasurer

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Joseph and Penny Berenbaum Family FD?

Joseph and Penny Berenbaum Family FD is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DENVER, CO. It holds $491K in total assets as of 2024.

How large is Joseph and Penny Berenbaum Family FD?

As of 2024, Joseph and Penny Berenbaum Family FD holds $491K in total assets with $68K in annual revenue. It awarded 14 grants totaling $49K in 2024.

Where does Joseph and Penny Berenbaum Family FD operate?

Joseph and Penny Berenbaum Family FD has awarded grants in Colorado, Georgia, Maryland, New York.

What size grants does Joseph and Penny Berenbaum Family FD award?

In 2024, Joseph and Penny Berenbaum Family FD awarded 14 grants totaling $49K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Joseph and Penny Berenbaum Family FD required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph and Penny Berenbaum Family FD reported a distributable amount of $35K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Joseph and Penny Berenbaum Family FD's EIN?

Joseph and Penny Berenbaum Family FD's EIN (Employer Identification Number) is 84-1288807. 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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