The Lorraine & Joel Berman Family Foundation
The Lorraine & Joel Berman Family Foundation is a private foundation, based in Uniondale, NY. IRS filing data is available for 2020. In 2020, it awarded 3 grants totaling $607K.
Key facts about The Lorraine & Joel Berman Family Foundation
In short: The Lorraine & Joel Berman Family Foundation gave $607K across 3 grants in 2020 (avg $202K), mostly in Massachusetts. Source: 2020 IRS Form 990-PF.
- EIN
- 20-3486841
- Latest 990 filing
- Form 990-PF, 2020
- Annual giving (2020)
- $607,237
- Grants made (2020)
- 3
- Average grant
- $202,412
- Median grant
- $53,500
- Primary geography
- Massachusetts (91% of itemized 2020 grant dollars)
Data from IRS Form 990-PF, 2020; updated September 2026.
Financial Overview
From 2020 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$607K
Grant Count
3
Avg Grant Size
$202K
Under IRS private-foundation payout rules, The Lorraine & Joel Berman Family Foundation reported a distributable amount of $18K for 2020 — the minimum it must pay out in qualifying distributions.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2020 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
In 2020 it made 3 grants totaling $607K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2020
The largest 2020 recipient was Bank of America Charitable Gift Fund ($553K). Together the top 3 received $607K.
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 1 grant of 3 (33%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bank of America Charitable Gift Fund Boston, MA | Unrestricted | $553,037 |
| Camphill Village USA Copake, NY | Unrestricted | $53,500 |
| Southwest Autism and Reserch Center Phoenix, AZ | Unrestricted | $700 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2020 |
|---|---|
| Revenue | $1,293 |
| Expenses | $611,618 |
| Distributable Amount | $17,869 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal year 2020
Leadership & Key People
Officers and directors from IRS filings
The Lorraine & Joel Berman Family Foundation's 2020 filing lists 2 officers; none of the 2 officers listed in 2020 report compensation.
Officers on the 2020 filing
Joel Berman
Director
New on the 2020 filing
5 hrs/week
No compensation reported
Lorraine Berman
Director
New on the 2020 filing
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020. "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 The Lorraine & Joel Berman Family Foundation
How much does The Lorraine & Joel Berman Family Foundation give each year?
The Lorraine & Joel Berman Family Foundation gave $607K across 3 grants in 2020, according to its 2020 IRS Form 990-PF.
What is The Lorraine & Joel Berman Family Foundation's typical grant size?
The Lorraine & Joel Berman Family Foundation's median grant in 2020 was $53,500, and its average grant was $202,412, across 3 grants on its 2020 IRS Form 990-PF.
Where does The Lorraine & Joel Berman Family Foundation give grants?
The Lorraine & Joel Berman Family Foundation gives mostly in Massachusetts: 91% of the grant dollars itemized on its 2020 IRS Form 990-PF went to recipients there. The next largest state was New York (9%).
Does The Lorraine & Joel Berman Family Foundation give general operating support?
Yes: 100% of The Lorraine & Joel Berman Family Foundation's 2020 grants with a stated purpose (3 of 3) were for general or operating support, per its 2020 IRS Form 990-PF.
How much is The Lorraine & Joel Berman Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2020, The Lorraine & Joel Berman Family Foundation reported a distributable amount of $18K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Lorraine & Joel Berman Family Foundation's EIN?
The Lorraine & Joel Berman Family Foundation's EIN (Employer Identification Number) is 20-3486841. IRS Form 990 filing data is available on this page for 2020.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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