The Daniel and Karen Berman Foundation

Private foundation · Grantmaker Wilmington, DE EIN: 20-3966126

The Daniel and Karen Berman Foundation is a private foundation located in Wilmington, Delaware. Its 2025 filing reports 18 grants totaling $228,400, including support for charitable giving, food assistance, arts and culture, Jewish community organizations, education, journalism, and medical research.

Key facts about The Daniel and Karen Berman Foundation

In short: The Daniel and Karen Berman Foundation gave $228K across 18 grants in 2025 (avg $13K), mostly in Nebraska. 14% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
20-3966126
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$228,400
Grants made (2025)
18
Average grant
$12,689
Median grant
$2,500
New grantees (estimate)
14% first-time grantees (2 of 14, 2025)
Total assets
$1,399,627
Primary geography
Nebraska (71% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.4M

+8.2% YoY

Annual Giving

$228K

+15.0% YoY

Grant Count

18

+5.9% YoY

Avg Grant Size

$13K

+8.6% YoY

Under IRS private-foundation payout rules, The Daniel and Karen Berman Foundation reported a distributable amount of $271K for 2025 — the minimum it must pay out in qualifying distributions.

Is The Daniel and Karen Berman Foundation open to new grantees?

14%

first-time grantees, 2025

In 2025, 2 of 14 grantees (14%) were first-time recipients. First grants averaged $2K; repeat grants $19K. How we count

Medians: $2K first-time, $6K repeat.

  • 86% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+17%). Method
  • In 2025 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants include a $162,000 contribution to Donor Advised Charitable Giving for the Daniel and Karen Berman Charitable Fund, as well as grants for general and unrestricted purposes and for specific purposes such as food assistance, refugee resettlement and immigrant justice, and university annual funds.

The grantees describe their own work in varied terms. Urban Ministries of Durham says it provides shelter, meals, groceries, case management, and other services to people in need. The Carolina Theatre of Durham says it enriches audiences through programming that contributes to the region’s cultural, educational, and economic vitality. The Durham-Chapel Hill Jewish Federation describes work that includes helping people in need and deepening Jewish connections. ProPublica describes itself as a nonprofit newsroom producing investigative journalism in the public interest, and the Chordoma Foundation says its mission is to improve the lives of people affected by chordoma and lead the search for a cure.

Grantmaking

In 2025, the foundation reported 18 grants totaling $228,400. Grant amounts ranged from $500 to $162,000, with a median grant of $2,500. Notable grants included $162,000 to Donor Advised Charitable Giving for the Daniel and Karen Berman Charitable Fund; $15,000 to the Food Bank of Central & Eastern North Carolina; $10,000 each to the Carolina Theatre of Durham and Urban Ministries of Durham; and $5,000 grants to the Durham-Chapel Hill Jewish Federation and Judea Reform Congregation.

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Geographic Focus

Where this funder awards grants

In 2025, the reported shares of grant dollars by recipient state were Nebraska, 71%; North Carolina, 27%; New York, 1%; New Jersey, 1%; and Florida, 0%.

Grant Distribution by State

7states

Share of 2025 grant dollars across all 18 itemized grants.

Cities

DurhamLawrencevilleCoconut GroveRaleighRTPNew YorkOmahaSan FranciscoAshevilleBeavertonChapel HillHaliltonHamilton

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K21 grants2020 17 grants2021 14 grants2022 13 grants2023 17 grants2024 18 grants2025

From 2020 to 2025, annual grant giving ranged from $52K (2020) to $228K (2025). In 2025 it made 18 grants totaling $228K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Donor Advised Charitable Giving: $162KDonor Advised CharitableGiving$162KFood Bank of Central & Eastern North Carolina Inc: $15KFood Bank of Central & EasternNorth Carolina Inc$15KDurham-Chapel Hill Jewish Federation: $11K across 3 grantsDurham-Chapel Hill JewishFederation$11K · 3 grantsCarolina Theatre of Durham Inc: $10KCarolina Theatre of Durham Inc$10KUrban Ministries of Durham Inc: $10KUrban Ministries of Durham Inc$10KJudea Reform Congregation: $7K across 2 grantsJudea Reform Congregation$7K · 2 grantsDuke University: $5K across 2 grantsDuke University$5K · 2 grantsPro Publica Inc: $3KPro Publica Inc$3KChordoma Foundation: $1KChordoma Foundation$1KGreater Trenton Jewish Cemetery Project Inc: $1KGreater Trenton JewishCemetery Project Inc$1K

The largest 2025 recipient was Donor Advised Charitable Giving ($162K). Together the top 10 received $224K.

Grant Size Distribution

79 grants across all recorded years

74<$50K1$50–100K4$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 74 grants of 79 (94%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Donor Advised Charitable Giving Omaha, NEDaniel and Karen Berman Charitable Fund$162,000
Food Bank of Central & Eastern North Carolina Inc Raleigh, NCGeneral & Unrestricted$15,000
Carolina Theatre of Durham Inc Durham, NCGeneral & Unrestricted$10,000
Urban Ministries of Durham Inc Durham, NCGeneral & Unrestricted$10,000
Durham-Chapel Hill Jewish Federation Durham, NCJFG Food Bank$5,000
Durham-Chapel Hill Jewish Federation Durham, NCCharitable Event$5,000
Judea Reform Congregation Durham, NCRefugee Resettlement and Immigrant Justice (RRIJ) Fund$5,000
Duke University Durham, NCDuke Law School Annual Fund$2,500
Duke University Durham, NCTrinity College Annual Fund$2,500
Pro Publica Inc New York, NYGeneral & Unrestricted$2,500

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants Grant count
2025 $1,399,627 $353,559 $248,199 $228,400 18
2024 $1,293,267 $213,191 $217,250 $198,540 17
2023 $1,297,326 $51,428 $213,938 $196,400 13
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,399,627$1,293,267$1,297,326
Revenue$353,559$213,191$51,428
Expenses$248,199$217,250$213,938
Qualifying Distributions$242,900$216,389$213,326
Net Investment Income$353,548$213,130$51,444
Distributable Amount$271,025$242,524$216,184

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Daniel S. Berman as president, director, and secretary, and Karen Berman as director and vice president.

The Daniel and Karen Berman Foundation is led by Daniel S Berman, President, Director & Secretary on every filing since 2020; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Daniel S Berman

    President, Director & Secretary

    On filings since 2020

    1 hr/week

    No compensation reported

  • Karen Berman

    Director & Vice President

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377
Phone: (800) 839-1754

Frequently asked questions about The Daniel and Karen Berman Foundation

How much does The Daniel and Karen Berman Foundation give each year?

The Daniel and Karen Berman Foundation gave $228K across 18 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $199K across 17 grants.

What is The Daniel and Karen Berman Foundation's typical grant size?

The Daniel and Karen Berman Foundation's median grant in 2025 was $2,500, and its average grant was $12,689, across 18 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Daniel and Karen Berman Foundation that year got $2K on average.

Where does The Daniel and Karen Berman Foundation give grants?

The Daniel and Karen Berman Foundation gives mostly in Nebraska: 71% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was North Carolina (27%). The most frequent recipient cities were Durham, NC (10 grants).

Does The Daniel and Karen Berman Foundation give general operating support?

Yes: 61% of The Daniel and Karen Berman Foundation's 2025 grants with a stated purpose (11 of 18) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are The Daniel and Karen Berman Foundation's largest grantees?

The Daniel and Karen Berman Foundation's largest 2025 grantees include Donor Advised Charitable Giving ($162,000), Food Bank of Central & Eastern North Carolina Inc ($15,000) and Durham-Chapel Hill Jewish Federation ($10,500 across 3 grants), according to its 2025 IRS Form 990-PF. Together they received 82% of its itemized 2025 grant dollars.

How large is The Daniel and Karen Berman Foundation?

The Daniel and Karen Berman Foundation reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $243K in qualifying distributions that year, against a required minimum of $271K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does The Daniel and Karen Berman Foundation fund?

No mission statement for the foundation is provided. See mission & focus areas ↑

How do I apply for a grant from The Daniel and Karen Berman Foundation?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is The Daniel and Karen Berman Foundation's EIN?

The Daniel and Karen Berman Foundation's EIN (Employer Identification Number) is 20-3966126. IRS Form 990 filing data is available on this page for 2020–2025.

Does The Daniel and Karen Berman Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

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

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