Tr Uw Jo Berman

ORLANDO, FL EIN: 58-6020956

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$164K

+0.7% YoY

Annual Giving

$9K

+299.1% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$2K

+299.1% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$8K$16K$23K$31K20202021202220232024
Metric202420232022
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

$0$6K$11K$17K$23K6 grants20200 grants20216 grants20226 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

TRINITY METHODIST CHURCH$3KMARCH OF DIMES$1KELKS AIDMORE HOSPITAL$1KTHE AMERICAN RED CROSS$1KNORTH GEORGIA UNITED MET…$1KHENRY W GRADY HEALTH SYS…$1K

Grant Size Distribution

24 grants across all recorded years

24<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Tr Uw Jo Berman fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

TRUIST BANKTRUSTEE$6K

From 2024 filing

NameTitleHoursCompensation
TRUIST BANKTRUSTEE2$5,857

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

Cities

ArlingtonAtlantaConyersCorcross

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

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