The Milton and Ruth Berman

BEVERLY HILLS, CA EIN: 81-6371941

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

-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.

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

Ready to take the next step with The Milton and Ruth Berman?

Assess fit for your org Draft an LOI Find open RFPs

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

California $389K (75%)

New York $97K (19%)

Ohio $6K (1%)

Arkansas $5K (1%)

Hawaii $5K (1%)

Maryland $5K (1%)

District of Columbia $4K (1%)

Iowa $3K (1%)

+7 more states

States

Arkansas California District of Columbia Hawaii Iowa Massachusetts Maryland Missouri New Jersey New Mexico New York Ohio Tennessee Texas Virginia

Cities

AlbanyArlingtonBethesdaBeverly HillsBooneBurbankCalabasadCalabasasCambridgeCanoga ParkChino HillsCincinnatiCulver CityDallasDenverEl SegundoEncinitasHawthorneIdyllwildKahului

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

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Human Services

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.