Robert and Joan Behlman Family

Foundation · Grantmaker Rio Verde, AZ EIN: 77-0537577

Robert and Joan Behlman Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Rio Verde, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $34K in total assets. In 2024, it awarded 6 grants totaling $3K. Net investment income was $764.

Key facts about Robert and Joan Behlman Family

In short: Robert and Joan Behlman Family gave $3K across 6 grants in 2024 (avg $483.333), top state Arizona. Source: 2024 IRS Form 990-PF.

EIN
77-0537577
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$2,900
Grants made (2024)
6
Average grant
$483
Median grant
$500
Total assets
$34,021
Primary geography
Arizona (34% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Quick answers about Robert and Joan Behlman Family

How much does Robert and Joan Behlman Family give each year?

Robert and Joan Behlman Family gave $3K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $2K across 6 grants.

What is Robert and Joan Behlman Family's typical grant size?

Robert and Joan Behlman Family's median grant in 2024 was $500, and its average grant was $483, across 6 grants on its 2024 IRS Form 990-PF.

Where does Robert and Joan Behlman Family give grants?

Robert and Joan Behlman Family's top state is Arizona, with 34% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were California (17%) and Illinois (17%).

Does Robert and Joan Behlman Family give general operating support?

Not in 2024: none of the 6 grants with a stated purpose on Robert and Joan Behlman Family's 2024 IRS Form 990-PF were described as general or operating support.

Who are Robert and Joan Behlman Family's largest grantees?

Robert and Joan Behlman Family's largest 2024 grantees include Eisenhower Medical Center Foundation ($500), Alzheimer's Association ($500) and Verde Cares Inc ($500), according to its 2024 IRS Form 990-PF. Together they received 52% of its itemized 2024 grant dollars.

How Robert and Joan Behlman Family gives

  • Giving grew 21% from 2021 to 2024. Method
  • In 2024 it paid out 136% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Robert and Joan Behlman Family

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$34K

-0.8% YoY

Annual Giving

$3K

+20.8% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$483.333

+20.8% YoY

Under IRS private-foundation payout rules, Robert and Joan Behlman Family reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.

About Robert and Joan Behlman Family

Based on IRS filings

Robert and Joan Behlman Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Rio Verde, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $34K in total assets. In 2024, it awarded 6 grants totaling $3K. Net investment income was $764.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of all 6 itemized 2024 grant dollars.

Cities

PhoenixRancho MirageStaten IslandNew YorkFarmingtonChicagoRio VerdeVirginia Beach

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2K$4K$6K20202021202220232024
Metric202420232022
Total Assets$34,021$34,312$35,106
Revenue$4,766$3,719$3,400
Expenses$5,057$4,513$4,470
Qualifying Distributions$2,900$2,400$2,400
Net Investment Income$764——
Distributable Amount$2,125$2,094$2,201

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$1K$2K$3K4 grants20204 grants20215 grants20226 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Eisenhower Medical Center Foundation: $500Eisenhower Medical CenterFoundation$500Alzheimer's Association: $500Alzheimer's Association$500Verde Cares Inc: $500Verde Cares Inc$500Phoenix Rescue Mission: $500Phoenix Rescue Mission$500Tunnel to Towers Foundation: $500Tunnel to Towers Foundation$500Great Oaks Academy: $400Great Oaks Academy$400

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
EISENHOWER MEDICAL CENTER FOUNDATION Rancho Mirage, CASUPPORT FOR CANCER TREATMENT$500
ALZHEIMER'S ASSOCIATION Chicago, ILSUPPORT FOR ALZHEIMER'S DISEASE RESEARCH$500
VERDE CARES INC Rio Verde, AZPROVIDES NON-MEDICAL & ASSISTANCE FOR COMMUNITY RESIDENTS$500
PHOENIX RESCUE MISSION Phoenix, AZPLACE OF HOPE, HEALING AND NEW BEGINNINGS FOR MEN, WOMEN AND CHILDREN STRUGGLING WITH HOMELESSNESS, ADDICTION AND TRAUMA$500
TUNNEL TO TOWERS FOUNDATION Staten Island, NYTO HONOR OUR MILITARY AND FIRST RESPONDERS WHO CONTINUE TO MAKE THE SUPREME SACRIFICE OF LIFE AND LIMB FOR OUR COUNTRY$500
GREAT OAKS ACADEMY Farmington, MNEDUCATIONAL SUPPORT$400

Leadership & Key People

Officers and directors from IRS filings

Robert and Joan Behlman Family is led by Robert G. Behlman, Chairman on every filing since 2020; none of the 5 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Robert G. Behlman

    Chairman

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Cheri A. Behlman

    CFO

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Debra M. Behlman

    Vice President

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Jeffrey A. Behlman

    Vice President

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Joan Behlman

    Secretary

    On filings since 2020

    2 hrs/week

    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.

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Robert and Joan Behlman Family?

Robert and Joan Behlman Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Rio Verde, AZ. It holds $34K in total assets as of 2024.

How large is Robert and Joan Behlman Family?

As of 2024, Robert and Joan Behlman Family holds $34K in total assets with $5K in annual revenue. It awarded 6 grants totaling $3K in 2024.

How much is Robert and Joan Behlman Family required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert and Joan Behlman Family reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robert and Joan Behlman Family's EIN?

Robert and Joan Behlman Family's EIN (Employer Identification Number) is 77-0537577. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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