The Lorraine & Joel Berman Family Foundation

Private foundation · Grantmaker Uniondale, NY EIN: 20-3486841

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

3states

Share of 2020 grant dollars across all 3 itemized grants.

Cities

BostonCopakePhoenix

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K3 grants2020

In 2020 it made 3 grants totaling $607K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2020

Bank of America Charitable Gift Fund: $553KBank of America CharitableGift Fund$553KCamphill Village USA: $54KCamphill Village USA$54KSouthwest Autism and Reserch Center: $700Southwest Autism and ReserchCenter$700

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

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

The most common grant size was under $50K: 1 grant of 3 (33%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Bank of America Charitable Gift Fund Boston, MAUnrestricted$553,037
Camphill Village USA Copake, NYUnrestricted$53,500
Southwest Autism and Reserch Center Phoenix, AZUnrestricted$700

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
$0$200K$400K$600K$800K2020
Metric2020
Revenue$1,293
Expenses$611,618
Distributable Amount$17,869

Data update history

When this profile's IRS filing data changed on Grantable

  1. 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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