Tr Uw Jo Berman

ORLANDO, FL EIN: 58-6020956

Tr Uw Jo Berman is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $164K in total assets. In 2024, it awarded 6 grants totaling $9K. Net investment income was $15K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$164K

+0.7% YoY

Annual Giving

$9K

+299.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$2K

+299.1% YoY

Under IRS private-foundation payout rules, Tr Uw Jo Berman reported a distributable amount of $13K for 2024 — the minimum it must pay out in qualifying distributions.

About Tr Uw Jo Berman

Based on IRS filings

Ready to take the next step with Tr Uw Jo Berman?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Georgia $36K (89%)

Virginia $4K (11%)

States

Georgia Virginia

Cities

ArlingtonAtlantaConyersCorcross

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$163,831	$162,635	$163,006
Revenue	$18,053	$6,422	$9,195
Expenses	$16,860	$6,777	$28,377
Qualifying Distributions	$13,899	$4,511	$25,552
Net Investment Income	$15,124	$4,284	$6,351
Distributable Amount	$12,874	$11,610	$12,358

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Grant Size Distribution

24 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Trinity Methodist Church ($2,706), March of Dimes ($1,353), Elks Aidmore Hospital ($1,353).

Recipient	Purpose	Amount
MARCH OF DIMES ATLANTA, GA	GENERAL OPERATING PURPOSES	$1,353
TRINITY METHODIST CHURCH ATLANTA, GA	GENERAL OPERATING PURPOSES	$2,706
ELKS AIDMORE HOSPITAL CONYERS, GA	GENERAL OPERATING PURPOSES	$1,353
THE AMERICAN RED CROSS ATLANTA, GA	GENERAL OPERATING PURPOSES	$1,353
NORTH GEORGIA UNITED METHODIST CHURCH CORCROSS, GA	GENERAL OPERATING PURPOSES	$1,353
HENRY W GRADY HEALTH SYSTEM FDN INC ATLANTA, GA	GENERAL OPERATING PURPOSES	$1,353

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
TRUIST BANK	TRUSTEE	2	$5,857

Frequently Asked Questions

How large is Tr Uw Jo Berman?

As of 2024, Tr Uw Jo Berman holds $164K in total assets with $18K in annual revenue. It awarded 6 grants totaling $9K in 2024.

Where does Tr Uw Jo Berman operate?

Tr Uw Jo Berman has awarded grants in Georgia, Virginia.

What size grants does Tr Uw Jo Berman award?

In 2024, Tr Uw Jo Berman awarded 6 grants totaling $9K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Tr Uw Jo Berman required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Uw Jo Berman reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.