The Lorraine & Joel Berman Family

UNIONDALE, NY EIN: 20-3486841

The Lorraine & Joel Berman Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in UNIONDALE, NY. IRS filing data is available for 2020. In 2020, it awarded 3 grants totaling $607K.

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 reported a distributable amount of $18K for 2020 — the minimum it must pay out in qualifying distributions.

About The Lorraine & Joel Berman Family

Based on IRS filings

The Lorraine & Joel Berman Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in UNIONDALE, NY. IRS filing data is available for 2020. In 2020, it awarded 3 grants totaling $607K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BostonCopakePhoenix

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$168K$336K$505K$673K2020
Metric2020
Total Assets
Revenue$1,293
Expenses$611,618
Qualifying Distributions
Net Investment Income
Distributable Amount$17,869

Giving Over Time

Total grant dollars and number of grants per year

$0$152K$304K$455K$607K3 grants2020

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2020

BANK OF AMERICA CHARITAB…$553KCAMPHILL VILLAGE USA$54KSOUTHWEST AUTISM AND RES…$700

Grant Size Distribution

3 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2020 grants, the largest include Bank of America Charitable Gift Fund ($553,037), Camphill Village Usa ($53,500), Southwest Autism and Reserch Center ($700).

RecipientPurposeAmount
CAMPHILL VILLAGE USA COPAKE, NYUNRESTRICTED$53,500
SOUTHWEST AUTISM AND RESERCH CENTER PHOENIX, AZUNRESTRICTED$700
BANK OF AMERICA CHARITABLE GIFT FUND BOSTON, MAUNRESTRICTED$553,037

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

From 2020 filing

NameTitleHoursCompensation
JOEL BERMANDIRECTOR5
LORRAINE BERMANDIRECTOR5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Lorraine & Joel Berman Family?

The Lorraine & Joel Berman Family is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in UNIONDALE, NY. It holds — in total assets as of 2020.

Where does The Lorraine & Joel Berman Family operate?

The Lorraine & Joel Berman Family has awarded grants in Arizona, Massachusetts, New York.

What size grants does The Lorraine & Joel Berman Family award?

In 2020, The Lorraine & Joel Berman Family awarded 3 grants totaling $607K — an average of about $202K per grant, based on its IRS Form 990 filings.

How much is The Lorraine & Joel Berman Family required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2020, The Lorraine & Joel Berman Family 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's EIN?

The Lorraine & Joel Berman Family's EIN (Employer Identification Number) is 20-3486841. IRS Form 990 filing data is available on this page for 2020.

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

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