The Robert a Immerman Family Foundation
The Robert a Immerman Family Foundation is a private foundation, based in Twinsburg, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $33.2M in total assets. In 2024, it awarded 1 grant totaling $2.0M. Net investment income was $326K.
The Robert a Immerman Family Foundation at a glance
In short: The Robert a Immerman Family Foundation gave $2.0M across 1 grant in 2024 (avg $2.0M), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $2,000,000
- +0.0% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $2,000,000
- +0.0% vs 2023
- Median grant
- $2,000,000
- Total assets
- $33,231,030
- -13.7% vs 2023
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Robert a Immerman Family Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Jewish Community Federation & Endowment Fund ($2.0M).
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $500K–1M range: 7 grants of 10 (70%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How The Robert a Immerman Family Foundation gives
- Giving held roughly steady from 2021 to 2024 (+10%). Method
- In 2024 it paid out 107% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $1.7M (2022) to $2.0M (2024). In 2024 it made 1 grant totaling $2.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Community Federation & Endowment Fund San Fransicso, CA | Continued General Operating Support | $2,000,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $33,231,030 | $85,464 | $5,334,039 | $2,000,000 | 1 | $2,000,000 | $326,082 | $1,873,624 |
| 2023 | $38,520,742 | $2,804,248 | $2,241,649 | $2,000,000 | 1 | $2,000,000 | $1,834,105 | $1,841,451 |
| 2022 | $38,194,199 | $462,626 | $3,850,890 | $1,725,000 | 2 | $1,725,000 | $2,180,870 | $1,994,741 |
| 2021 | $42,753,343 | $5,043,211 | $1,969,583 | $1,815,000 | 3 | $1,815,000 | $1,076,656 | $1,714,062 |
| 2020 | $36,838,003 | $1,424,014 | $1,879,953 | $1,850,000 | 3 | — | $1,103,289 | $1,829,009 |
Under IRS private-foundation payout rules, The Robert a Immerman Family Foundation reported a distributable amount of $1.9M for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Robert a Immerman Family Foundation is led by Robert A. Immerman, President & Treasurer on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Robert A. Immerman
President & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Rachel L. Immerman
Secretary
On filings since 2020
1 hr/week
No compensation reported
Sarah C. Immerman
Vice President
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.
Frequently asked questions about The Robert a Immerman Family Foundation
How much does The Robert a Immerman Family Foundation give each year?
The Robert a Immerman Family Foundation gave $2.0M across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $2.0M across 1 grant.
How large is The Robert a Immerman Family Foundation?
The Robert a Immerman Family Foundation reported $33.2M in total assets on its 2024 IRS Form 990-PF. It paid out $2.0M in qualifying distributions that year, against a required minimum of $1.9M (roughly 5% of its investment assets).
Where does The Robert a Immerman Family Foundation operate?
The Robert a Immerman Family Foundation has awarded grants in California, Ohio.
What is The Robert a Immerman Family Foundation's EIN?
The Robert a Immerman Family Foundation's EIN (Employer Identification Number) is 27-4209752. 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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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