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.
Key facts about The Milton and Ruth Berman
In short: The Milton and Ruth Berman gave $199K across 66 grants in 2024 (avg $3K), mostly in California. 9% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 81-6371941
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $198,750
- Grants made (2024)
- 66
- Average grant
- $3,011
- Median grant
- $1,000
- New grantees (estimate)
- 9% first-time grantees (6 of 66, 2024)
- Total assets
- $2,291,149
- Primary geography
- California (72% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Quick answers about The Milton and Ruth Berman
How much does The Milton and Ruth Berman give each year?
The Milton and Ruth Berman gave $199K across 66 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $160K across 67 grants.
What is The Milton and Ruth Berman's typical grant size?
The Milton and Ruth Berman's median grant in 2024 was $1,000, and its average grant was $3,011, across 66 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Milton and Ruth Berman that year got $7K on average.
Where does The Milton and Ruth Berman give grants?
The Milton and Ruth Berman gives mostly in California: 72% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were New York (13%) and New Mexico (10%). The most frequent recipient cities were Los Angeles, CA (25 grants), New York, NY (6 grants), Culver City, CA (3 grants) and Santa Monica, CA (2 grants).
Does The Milton and Ruth Berman give general operating support?
Yes: 100% of The Milton and Ruth Berman's 2024 grants with a stated purpose (66 of 66) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Milton and Ruth Berman's largest grantees?
The Milton and Ruth Berman's largest 2024 grantees include Didi Hirsch Mental Health Services ($25,000), St John's Health ($25,000) and Tomorrow's Women ($20,250), according to its 2024 IRS Form 990-PF. Together they received 35% of its itemized 2024 grant dollars.
How large is The Milton and Ruth Berman?
The Milton and Ruth Berman reported $2.3M in total assets on its 2024 IRS Form 990-PF. It paid out $199K in qualifying distributions that year, against a required minimum of $177K (roughly 5% of its investment assets).
Is The Milton and Ruth Berman open to new grantees?
9%
first-time grantees, 2024
In 2024, 6 of 66 grantees (9%) were first-time recipients. First grants averaged $7K; repeat grants $3K. How we count
Medians: $4K first-time, $1K repeat.
- 89% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+16%). Method
- In 2024 it paid out 112% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with The Milton and Ruth Berman
- How to evaluate The Milton and Ruth Berman as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to The Milton and Ruth Berman with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
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
Ready to take the next step with The Milton and Ruth Berman?
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
Share of all 66 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
348 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| DIDI HIRSCH MENTAL HEALTH SERVICES Culver City, CA | UNRESTRICTED | $25,000 |
| ST JOHN'S HEALTH Santa Monica, CA | UNRESTRICTED | $25,000 |
| TOMORROW'S WOMEN Santa Fe, NM | UNRESTRICTED | $20,250 |
| ALVIN AILEY AMERICAN DANCE THEATER New York, NY | UNRESTRICTED | $14,000 |
| LOS ANGELES JEWISH HEALTH Reseda, CA | UNRESTRICTED | $10,000 |
| STEPHEN S WISE TEMPLE Los Angeles, CA | UNRESTRICTED | $10,000 |
| TEMPLE AKIBA Culver City, CA | UNRESTRICTED | $10,000 |
| THE RESEARCH FOUNDATION FOR SUNY Albany, NY | UNRESTRICTED | $6,000 |
| CONNECTING TO CURE CROHN'S & COLITIS Beverly Hills, CA | UNRESTRICTED | $5,000 |
| JEWISH BIG BROTHERS BIG SISTERS OF LA Los Angeles, CA | UNRESTRICTED | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
The Milton and Ruth Berman's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Andrew Berman
Trustee
On filings since 2020
1 hr/week
No compensation reported
Sara Rutenberg
Trustee
On filings since 2020
1 hr/week
No compensation reported
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.
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,…
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.
Explore Open Grants
Browse active grant opportunities in The Milton and Ruth Berman's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
California Community Foundation
Los Angeles, CA
Assets
$2.3B
Grants
2,174
Total Given
$326.6M
Jewish Community Foundation of Los Angeles
Los Angeles, CA
Assets
$1.2B
Grants
1,063
Total Given
$142.2M
Sempra Foundation
San Diego, CA
Assets
$11.5M
Grants
1,501
Total Given
$1.8M
Silicon Valley Community Foundation
Mountain View, CA
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
The Annenberg Foundation
Conshohocken, PA
Assets
$1.5B
Grants
543
Total Given
$53.3M
Tides Foundation
San Francisco, CA
Assets
$534.5M
Grants
2,110
Total Given
$382.1M
The William & Flora Hewlett Foundation
Menlo Park, CA
Assets
$14.2B
Grants
2,001
Total Given
$625.0M
Marin Community Foundation
Novato, CA
Assets
$1.3B
Grants
1,573
Total Given
$186.1M
Conrad N Hilton Foundation
Westlake Village, CA
Assets
$7.4B
Grants
1,339
Total Given
$287.7M
Chamberlin Education Foundation
Richmond, CA
Assets
$80.6M
Grants
1,302
Total Given
$3.0M
The San Diego Foundation
San Diego, CA
Assets
$1.7B
Grants
1,158
Total Given
$94.3M
Jpmorgan Chase Foundation
New York, NY
Assets
$1.2B
Grants
10,334
Total Given
$202.5M
More Funders in California
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.