The Milton and Ruth Berman Family Foundation is a private foundation based in Beverly Hills, California. Established in 2017, it operates as a 501(c)(3) independent foundation with no employees. The foundation focuses on making unrestricted grants to enhance revenue for charitable purposes across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.3M
-10.6% YoY
Annual Giving
$199K
+24.5% YoY
Grant Count
66
-1.5% YoY
Avg Grant Size
$3K
+26.3% YoY
Under IRS private-foundation payout rules, The Milton and Ruth Berman reported a distributable amount of $177K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary purpose is to enhance revenue for charitable purposes through unrestricted grantmaking. Its funding priorities include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Grantmaking
The foundation made 77 grants in 2024 totaling $198,750. In 2023, it made 65 grants totaling $167,000. Recent grantees have included:
Grant Range
$1,000–$25,000
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in California, New York, and the District of Columbia.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $2,291,149
- Total Giving: $198,750
- Total Expenses: $210,928
- Total Revenues: -$65,640
Historical Assets:
- 2023: $2.2 million
- 2022: $2.5 million
- 2021: $2.6 million
- 2020: $2.7 million
- 2019: $2.9 million
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,291,149 | $2,563,534 | $2,190,727 |
| Revenue | $-65,640 | $514,886 | $94,912 |
| Expenses | $210,928 | $195,221 | $175,827 |
| Qualifying Distributions | $198,750 | $159,685 | $167,198 |
| Net Investment Income | $117,070 | $162,790 | $86,283 |
| Distributable Amount | $177,391 | $157,571 | $154,890 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Didi Hirsch Mental Health Services ($25,000), Alvin Ailey American Dance Theater ($14,000), Los Angeles Jewish Health ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AFS INTERCULTURAL PROGRAMS NEW YORK, NY | UNRESTRICTED | $1,000 |
| ALVIN AILEY AMERICAN DANCE THEATER NEW YORK, NY | UNRESTRICTED | $14,000 |
| ALZHEIMER'S LOS ANGELES LOS ANGELES, CA | UNRESTRICTED | $1,000 |
| AUTISM SPEAKS BOONE, IA | UNRESTRICTED | $1,000 |
| BEAUTY BUS FOUNDATION WOODLAND HILLS, CA | UNRESTRICTED | $1,000 |
| BEIT T'SHUVAH LOS ANGELES, CA | UNRESTRICTED | $1,000 |
| BEST BUDDIES LOS ANGELES LOS ANGELES, CA | UNRESTRICTED | $1,000 |
| BET TZEDEK LEGAL SERVICES LOS ANGELES, CA | UNRESTRICTED | $1,000 |
| CAMP BRAVE TRAILS LOS ANGELES, CA | UNRESTRICTED | $2,500 |
| CAMP HAPPY TAILS NYC RESCUE NEW YORK, NY | UNRESTRICTED | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANDREW BERMAN | TRUSTEE | 1 | — |
| SARA RUTENBERG | TRUSTEE | 1 | — |
Contact Information
Address: 124 S Lasky Drive, 2nd Floor Beverly Hills, CA 90212-1718
Telephone: 818-746-6509
EIN: 81-6371941
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Milton and Ruth Berman fund?
The foundation's primary purpose is to enhance revenue for charitable purposes through unrestricted grantmaking. Its funding priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services
How do I apply for a grant from The Milton and Ruth Berman?
**Grant Characteristics:** • Typical grant range: $1,000–$25,000 • Median grant amount: $1,000 • Grant type: Unrestricted grants • Application status: Does not accept applications **Recent Grant Activity:** The foundation made 77 grants in 2024 totaling $198,750. In 2023, it made 65 grants totaling $167,000. Recent grantees have included: • Didi Hirsch Mental Health Services ($25,000) • Tomorrow's Women ($20,250) • Temple Akiba of Culver City ($10,000) • Alvin Ailey American Dance Theater ($13,…
Where does The Milton and Ruth Berman make grants?
The foundation primarily funds organizations in California, New York, and the District of Columbia.
What size grants does The Milton and Ruth Berman award?
In 2024, The Milton and Ruth Berman awarded 66 grants totaling $199K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is The Milton and Ruth Berman required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Milton and Ruth Berman reported a distributable amount of $177K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Milton and Ruth Berman's EIN?
The Milton and Ruth Berman's EIN (Employer Identification Number) is 81-6371941. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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