Ne & JZ Berman Family Foundation
Ne & JZ Berman Family Foundation is a private foundation, based in Bethel Island, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $565K in total assets. Net investment income was $489.
Ne & JZ Berman Family Foundation at a glance
- Total assets
- $565,272
- +0.1% vs 2023
- Revenue (2024)
- $453
- +69.7% vs 2023
- Net investment income (2024)
- $489
- +14.0% vs 2023
- Expenses (2024)
- $62
- -94.2% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Ne & JZ Berman Family Foundation funds
How this funder distributes its grants
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 24 grants of 24 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Ne & JZ Berman Family Foundation gives
- In 2022 it paid out 97% 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 2022, annual grant giving ranged from $28K (2022) to $30K (2020). In 2022 it made 8 grants totaling $28K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Federation of Cleveland Cleveland, OH | Charitable | $5,978 |
| Temple-Tifereth Israel Cleveland, OH | Charitable | $5,425 |
| Cleveland Orchestra Cleveland, OH | Charitable | $5,125 |
| Cleveland Institute of Music Cleveland, OH | Charitable | $3,624 |
| National Council of Jewish Women Cleveland, OH | Charitable | $3,246 |
| United Cerebral Palsy Cleveland, OH | Charitable | $2,445 |
| Cleveland Museum of Art Cleveland, OH | Charitable | $1,708 |
| Mayfield Cemetery Cleveland Heights, OH | Charitable | $764 |
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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 | $565,272 | $453 | $62 | — | — | — | $489 | $27,702 |
| 2023 | $564,881 | $267 | $1,062 | — | — | — | $429 | $27,686 |
| 2022 | $565,676 | $-4,911 | $30,014 | $28,315 | 8 | $28,315 | $1,122 | $29,062 |
| 2021 | $600,601 | $5,926 | $31,985 | $30,000 | 8 | $30,000 | $5,926 | $30,675 |
| 2020 | $626,660 | $13,497 | $32,244 | $30,001 | 8 | — | $13,497 | $31,696 |
Under IRS private-foundation payout rules, Ne & JZ Berman Family Foundation reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ne & JZ Berman Family Foundation's only listed officer is Charles Berman, Officer on every filing since 2020 (uncompensated).
Officers on the 2024 filing
Charles Berman
Officer
On filings since 2020
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 Ne & JZ Berman Family Foundation
How large is Ne & JZ Berman Family Foundation?
Ne & JZ Berman Family Foundation reported $565K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $453.
Where does Ne & JZ Berman Family Foundation operate?
Ne & JZ Berman Family Foundation has awarded grants in Ohio.
How much is Ne & JZ Berman Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Ne & JZ Berman Family Foundation reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Ne & JZ Berman Family Foundation's EIN?
Ne & JZ Berman Family Foundation's EIN (Employer Identification Number) is 20-8998920. 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
Live grants for the work Ne & JZ Berman Family Foundation funds
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