Ne & Jz Berman Family Foundation
Ne & Jz Berman Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$565K
+0.1% YoY
Revenue
$453
+69.7% YoY
Net Investment Income
$489
+14.0% YoY
Expenses
$62
-94.2% YoY
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.
About Ne & Jz Berman Family Foundation
Based on IRS filings
Ne & Jz Berman Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $565,272 | $564,881 | $565,676 |
| Revenue | $453 | $267 | $-4,911 |
| Expenses | $62 | $1,062 | $30,014 |
| Qualifying Distributions | — | — | $28,315 |
| Net Investment Income | $489 | $429 | $1,122 |
| Distributable Amount | $27,702 | $27,686 | $29,062 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
24 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHARLES BERMAN | OFFICER | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Ne & Jz Berman Family Foundation?
Ne & Jz Berman Family Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in BETHEL ISLAND, CA. It holds $565K in total assets as of 2024.
How large is Ne & Jz Berman Family Foundation?
As of 2024, Ne & Jz Berman Family Foundation holds $565K in total assets with $453 in annual revenue.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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