Tr Uw Jo Berman
Tr Uw Jo Berman is a private foundation, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $163K in total assets. In 2025, it awarded 7 grants totaling $8K. Net investment income was $12K.
Tr Uw Jo Berman at a glance
In short: Tr Uw Jo Berman gave $8K across 7 grants in 2025 (avg $1K), mostly in Georgia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $8,445
- -10.8% vs 2024
- Grants made (2025)
- 7
- +16.7% vs 2024
- Average grant
- $1,206
- -23.6% vs 2024
- Median grant
- $492
- Total assets
- $162,510
- -0.8% vs 2024
- Primary geography
- Georgia (94% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Tr Uw Jo Berman funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Historic Oakland Foundation Inc ($5K). Together the top 7 received $8K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How Tr Uw Jo Berman gives
- Giving fell 63% from 2022 to 2025. Method
- In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2019 to 2025, annual grant giving ranged from $2K (2023) to $23K (2022). In 2025 it made 7 grants totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Historic Oakland Foundation Inc Atlanta, GA | General Operating Purposes | $5,000 |
| Trinity Methodist Church Atlanta, GA | General Operating Purposes | $985 |
| March of Dimes Atlanta, GA | General Operating Purposes | $492 |
| Elks Aidmore Hospital Conyers, GA | General Operating Purposes | $492 |
| The American Red Cross Washington, DC | General Operating Purposes | $492 |
| Georgia United Methodist Foundation Peachtree Corners, GA | General Operating Purposes | $492 |
| Henry W Grady Health System Fdn Inc Atlanta, GA | General Operating Purposes | $492 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $162,510 | $14,830 | $16,137 | $8,445 | 7 | $12,860 | $11,915 | $13,841 |
| 2024 | $163,831 | $18,053 | $16,860 | $9,471 | 6 | $13,899 | $15,124 | $12,874 |
| 2023 | $162,635 | $6,422 | $6,777 | $2,373 | 6 | $4,511 | $4,284 | $11,610 |
| 2022 | $163,006 | $9,195 | $28,377 | $22,727 | 6 | $25,552 | $6,351 | $12,358 |
| 2021 | $182,198 | $6,373 | $8,767 | — | — | $5,633 | $3,204 | $14,040 |
| 2020 | $184,592 | $10,743 | $13,954 | $5,859 | 6 | — | $7,943 | $12,458 |
| 2019 | $187,786 | $6,936 | $22,672 | $14,125 | 6 | — | $4,168 | $12,348 |
Under IRS private-foundation payout rules, Tr Uw Jo Berman reported a distributable amount of $14K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tr Uw Jo Berman's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2021
2 hrs/week
$6K (2021) → $6K (2025)
Former officers (1)
- Former: Truist Bank FKA Suntrust Bank (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $6K, to Truist Bank (Trustee).
Frequently asked questions about Tr Uw Jo Berman
How much does Tr Uw Jo Berman give each year?
Tr Uw Jo Berman gave $8K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $9K across 6 grants.
What is Tr Uw Jo Berman's typical grant size?
Tr Uw Jo Berman's median grant in 2025 was $492, and its average grant was $1,206, across 7 grants on its 2025 IRS Form 990-PF.
Where does Tr Uw Jo Berman give grants?
Tr Uw Jo Berman gives mostly in Georgia: 94% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was District of Columbia (6%). The most frequent recipient cities were Atlanta, GA (4 grants).
Does Tr Uw Jo Berman give general operating support?
Yes: 100% of Tr Uw Jo Berman's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Tr Uw Jo Berman's largest grantees?
Tr Uw Jo Berman's largest 2025 grantees include Historic Oakland Foundation Inc ($5,000), Trinity Methodist Church ($985) and March of Dimes ($492), according to its 2025 IRS Form 990-PF. Together they received 77% of its itemized 2025 grant dollars.
How large is Tr Uw Jo Berman?
Tr Uw Jo Berman reported $163K in total assets on its 2025 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $14K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Tr Uw Jo Berman's EIN?
Tr Uw Jo Berman's EIN (Employer Identification Number) is 58-6020956. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 2, 2022)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- IRS filings on file for fiscal years 2019–2025
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