The Michael & Nancy Berman Family Foundation

WILMINGTON, DE EIN: 83-1833501

The Michael & Nancy Berman Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $384K in total assets. In 2024, it awarded 2 grants totaling $4K. Net investment income was $18K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$384K

+1.3% YoY

Annual Giving

$4K

-86.5% YoY

Grant Count

2

-84.6% YoY

Avg Grant Size

$2K

-12.3% YoY

Under IRS private-foundation payout rules, The Michael & Nancy Berman Family Foundation reported a distributable amount of $18K for 2024 — the minimum it must pay out in qualifying distributions.

About The Michael & Nancy Berman Family Foundation

Based on IRS filings

The Michael & Nancy Berman Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $384K in total assets. In 2024, it awarded 2 grants totaling $4K. Net investment income was $18K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

BerkeleyBoulderCentennialClintonDenverHaleiwaHonoluluHoustonKailuaLouisvilleMissionNew YorkOaklandPasadenaPine RidgePittsfieldSan FranciscoSan QuentinSan RafaelSpencertown

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$56K$112K$167K$223K20202021202220232024
Metric202420232022
Total Assets$383,667$378,664$395,190
Revenue$17,709$18,298$5,704
Expenses$12,706$34,824$142,603
Qualifying Distributions$12,452$34,745$142,386
Net Investment Income$17,709$18,298$5,704
Distributable Amount$18,427$19,036$20,645

Giving Over Time

Total grant dollars and number of grants per year

$0$33K$67K$100K$134K12 grants202015 grants202118 grants202213 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

GIRL RISING$3KYampa Valley Community F…$1K

Grant Size Distribution

60 grants across all recorded years

59<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Girl Rising ($2,500), Yampa Valley Community Foundation ($1,000).

RecipientPurposeAmount
Yampa Valley Community Foundation STEAMBOAT SPRINGS, COCasey's Pond Retirement Center$1,000
GIRL RISING PITTSFIELD, MAGlobal Education Fund$2,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Erin Elizabeth BermanVP1
Kacie Ro BermanVP1
Michael BermanDir, Pres1
Nancy BermanDir, Sec, Treas1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Michael & Nancy Berman Family Foundation?

The Michael & Nancy Berman Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. It holds $384K in total assets as of 2024.

How large is The Michael & Nancy Berman Family Foundation?

As of 2024, The Michael & Nancy Berman Family Foundation holds $384K in total assets with $18K in annual revenue. It awarded 2 grants totaling $4K in 2024.

Where does The Michael & Nancy Berman Family Foundation operate?

The Michael & Nancy Berman Family Foundation has awarded grants in California, Colorado, District of Columbia, Hawaii, Massachusetts, New York, Oklahoma, South Dakota, Texas.

What size grants does The Michael & Nancy Berman Family Foundation award?

In 2024, The Michael & Nancy Berman Family Foundation awarded 2 grants totaling $4K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is The Michael & Nancy Berman Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Michael & Nancy 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 Michael & Nancy Berman Family Foundation's EIN?

The Michael & Nancy Berman Family Foundation's EIN (Employer Identification Number) is 83-1833501. IRS Form 990 filing data is available on this page for 2020–2024.

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

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