The Lyle and Janis Berman Family Foundation

Private foundation · Grantmaker Minnetonka, MN EIN: 41-1809328

The Lyle and Janis Berman Family Foundation is a private foundation, based in Minnetonka, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $324K in total assets. In 2024, it awarded 5 grants totaling $18K. Net investment income was $20K.

Key facts about The Lyle and Janis Berman Family Foundation

In short: The Lyle and Janis Berman Family Foundation gave $18K across 5 grants in 2024 (avg $4K), mostly in Minnesota. Source: 2024 IRS Form 990-PF.

EIN
41-1809328
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$17,500
Grants made (2024)
5
Average grant
$3,500
Median grant
$5,000
Total assets
$324,250
Primary geography
Minnesota (63% of itemized 2024 grant dollars)

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

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$324K

-0.7% YoY

Annual Giving

$18K

-39.7% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$4K

-39.7% YoY

Under IRS private-foundation payout rules, The Lyle and Janis Berman Family Foundation reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.

How The Lyle and Janis Berman Family Foundation gives

  • Giving grew 75% from 2021 to 2024. Method
  • In 2024 it paid out 137% of its IRS minimum distribution (the 5% rule). Method

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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2024 grant dollars across all 5 itemized grants.

Cities

MinneapolisWashingtonMinnetonkaGolden ValleySt. PaulHoustonRed WingSt Louis Park

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K6 grants2020 1 grant2021 8 grants2022 5 grants2023 5 grants2024

From 2020 to 2024, annual grant giving ranged from $9K (2020) to $80K (2022). In 2024 it made 5 grants totaling $18K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Resolve Inc: $6KResolve Inc$6KAdath Jeshurun Congregation: $5KAdath Jeshurun Congregation$5KMinnesota Jewish Community Center: $5KMinnesota Jewish CommunityCenter$5KB'nai B'rith: $1KB'nai B'rith$1KJewish Family and Children Service: $1KJewish Family and ChildrenService$1K

The largest 2024 recipient was Resolve Inc ($6K). Together the top 5 received $18K.

Grant Size Distribution

25 grants across all recorded years

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

The most common grant size was under $50K: 25 grants of 25 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Resolve Inc Washington, DCGeneral Funding$5,500
Adath Jeshurun Congregation Minnetonka, MNGeneral Funding$5,000
Minnesota Jewish Community Center Minneapolis, MNGeneral Funding$5,000
B'nai B'rith Washington, DCGeneral Funding$1,000
Jewish Family and Children Service Golden Valley, MNGeneral Funding$1,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$324,250$326,562$338,023
Revenue$21,353$22,110$78,264
Expenses$23,665$33,571$81,523
Qualifying Distributions$18,701$31,120$80,469
Net Investment Income$20,004$4,434$7,394
Distributable Amount$13,674$14,650$15,538

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Lyle and Janis Berman Family Foundation is led by Lyle Berman, President on every filing since 2020; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Lyle Berman

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Janis Berman

    Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Neil Sell (2020) — Secretary

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.

Frequently asked questions about The Lyle and Janis Berman Family Foundation

How much does The Lyle and Janis Berman Family Foundation give each year?

The Lyle and Janis Berman Family Foundation gave $18K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $29K across 5 grants.

What is The Lyle and Janis Berman Family Foundation's typical grant size?

The Lyle and Janis Berman Family Foundation's median grant in 2024 was $5,000, and its average grant was $3,500, across 5 grants on its 2024 IRS Form 990-PF.

Where does The Lyle and Janis Berman Family Foundation give grants?

The Lyle and Janis Berman Family Foundation gives mostly in Minnesota: 63% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was District of Columbia (37%). The most frequent recipient cities were Washington, DC (2 grants).

Does The Lyle and Janis Berman Family Foundation give general operating support?

Yes: 100% of The Lyle and Janis Berman Family Foundation's 2024 grants with a stated purpose (5 of 5) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are The Lyle and Janis Berman Family Foundation's largest grantees?

The Lyle and Janis Berman Family Foundation's largest 2024 grantees include Resolve Inc ($5,500), Adath Jeshurun Congregation ($5,000) and Minnesota Jewish Community Center ($5,000), according to its 2024 IRS Form 990-PF. Together they received 89% of its itemized 2024 grant dollars.

How large is The Lyle and Janis Berman Family Foundation?

The Lyle and Janis Berman Family Foundation reported $324K in total assets on its 2024 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $14K (roughly 5% of its investment assets).

What is The Lyle and Janis Berman Family Foundation's EIN?

The Lyle and Janis Berman Family Foundation's EIN (Employer Identification Number) is 41-1809328. IRS Form 990 filing data is available on this page for 2020–2024.

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

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