The Neuberger Berman Foundation

Private foundation · Grantmaker New York, NY EIN: 31-1736689

The Neuberger Berman Foundation is a private foundation, based in New York, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $18.6M in total assets. In 2024, it awarded 2 grants totaling $1.7M. Net investment income was $1.3M.

Key facts about The Neuberger Berman Foundation

In short: The Neuberger Berman Foundation gave $1.7M across 2 grants in 2024 (avg $851K), mostly in New York. Source: 2024 IRS Form 990-PF.

EIN
31-1736689
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$1,702,506
Grants made (2024)
2
Average grant
$851,253
Median grant
$851,253
Total assets
$18,594,717
Primary geography
New York (100% of itemized 2024 grant dollars)

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

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$18.6M

+12.7% YoY

Annual Giving

$1.7M

+0.0% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$851K

+0.0% YoY

Under IRS private-foundation payout rules, The Neuberger Berman Foundation reported a distributable amount of $833K for 2024 — the minimum it must pay out in qualifying distributions.

How The Neuberger Berman Foundation gives

  • Giving grew 26% from 2021 to 2024. Method
  • In 2024 it paid out 216% 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

1state

Share of all 2 itemized 2024 grant dollars.

States

Cities

New York

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M$2M2 grants20202 grants20212 grants20222 grants20232 grants2024

From 2020 to 2024, annual grant giving ranged from $1.4M (2021) to $1.7M (2024). In 2024 it made 2 grants totaling $1.7M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

See Statement E: $1.7MSee Statement E$1.7MPass Thru K1- Charitable Contributions Paid: $6Pass Thru K1- CharitableContributions Paid$6

The largest 2024 recipient was See Statement E ($1.7M). Together the top 2 received $1.7M.

Grant Size Distribution

10 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M5$1–5M$5M+

The most common grant size was under $50K: 5 grants of 10 (50%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
See Statement E New York, NYSee Statement E$1,702,500
Pass Thru K1- Charitable Contributions Paid New York, NYPass Thru K1 Charitable Contributions Paid$6

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$10M$15M20202021202220232024
Metric202420232022
Total Assets$18,594,717$16,502,221$17,391,063
Revenue$1,595,197$954,361$10,890,613
Expenses$1,843,218$1,868,985$1,580,675
Qualifying Distributions$1,797,653$1,776,739$1,498,005
Net Investment Income$1,258,074$747,715$625,067
Distributable Amount$832,874$848,491$652,582

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Neuberger Berman Foundation is led by Maria Angelov, President on every filing since 2020; none of the 10 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Maria Angelov

    President

    On filings since 2020

    20 hrs/week

    No compensation reported

  • Allison Saloy

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Heather Zuckerman

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Brian Jones

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Chrystelle Charles-Barral

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Jennifer Laird

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Patricia Miller Zollar

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Sean Williamson

    Director

    Executive Director → Director, 2023

    On filings since 2021

    5 hrs/week

    No compensation reported

  • Steve Wright

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • David Pedowitz

    Treasurer

    On filings since 2020

    2 hrs/week

    No compensation reported

Former officers (4)
  • Former: Aisha Haque (2020) — Director · Filing note: Resigned 412020
  • Former: Anthony Tutrone (2020) — Director
  • Former: Gorky Urquieta (2020) — Director
  • Former: Sandy M. Pomeroy (2020) — Director · Filing note: Resigned 412020

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 Neuberger Berman Foundation

How much does The Neuberger Berman Foundation give each year?

The Neuberger Berman Foundation gave $1.7M across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.7M across 2 grants.

How large is The Neuberger Berman Foundation?

The Neuberger Berman Foundation reported $18.6M in total assets on its 2024 IRS Form 990-PF. It paid out $1.8M in qualifying distributions that year, against a required minimum of $833K (roughly 5% of its investment assets).

Where does The Neuberger Berman Foundation operate?

The Neuberger Berman Foundation has awarded grants in New York.

What is The Neuberger Berman Foundation's EIN?

The Neuberger Berman Foundation's EIN (Employer Identification Number) is 31-1736689. IRS Form 990 filing data is available on this page for 2020–2024.

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

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