The Michael & Nancy Berman Family Foundation

EIN 831833501 Private Foundation

Lake Success, NY 11042 |(800) 839-1754

Total Given 2020–2023
$272K
58 grants · $68K avg/year
based on 4 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$2K
typical micro grants · $1K–$5K
grant size
41%
supporter · 15/37 multi-year
repeat
$379K
Assets (2023)
37
Distinct Recipients

About

As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2022, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $133,500. This amount represents 25% or more of the Foundation's net assets of $532,089 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2022. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.

Focus Areas

Arts & Culture Environment Youth Development

Application Information

Accepts Unsolicited Proposals No. Preselected Only
Phone (800) 839-1754

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2020 $40K $610K $203K 12
2021 $73K $532K $4K 15
2022 $134K $395K $6K 18
2023 $26K $379K $18K 13

Grant Size Distribution

Based on 58 grants on record

Minimum
$250
25th Pctl
$1K
Median
$2K
Average
$5K
75th Pctl
$5K
Maximum
$75K

Geographic Distribution


Texas Counties Served

3.4% of US grants · Rank #6 of 8 states $2K across 2 grants 1 of 254 counties

Top 1 counties

  1. 1 Harris 2 grants · $2K

Officers & Directors

Grants Awarded (58 total)

Purpose
Community Foundation Boulder, CO $75,000 Fire Fund 2022
Jewishcolorado Denver, CO $25,000 Boulder Fire Relief Fund 2022
Hoola Na Pua Honolulu, HI $15,000 Renovation of the Pearl Haven Dance Studio fund 2021
Boulder Community Health Foundation Boulder, CO $10,000 COVID-19 Response Fund 2020
Community Food Share Inc Louisville, CO $10,000 COVID-19 Response Fund 2020
Child and Family Advocacy Program Boulder, CO $10,000 A Moveable Feast 2022
Lefthand Fire Protection District Boulder, CO $5,000 General & Unrestricted 2020
Yampa Valley Community Foundation Steamboat Spr, CO $5,000 COVID-19 Response Fund 2020
Boulder Jewish Community Center Boulder, CO $5,000 Camps and Youth Program 2021
Boulder Shelter for the Homeless Inc Boulder, CO $5,000 General & Unrestricted 2021
Child and Family Advocacy Program Boulder, CO $5,000 General & Unrestricted 2021
Community Food Share Inc Louisville, CO $5,000 General & Unrestricted 2021
Community Foundation Boulder, CO $5,000 General & Unrestricted 2021
Hoola Na Pua Honolulu, HI $5,000 funds to be applied towards the most needed program at Pearl Haven 2021
North Shore Community Land Trust Haleiwa, HI $5,000 Land Conservation fund 2021
Planned Parenthood Federation of America Inc New York, NY $5,000 funds intended for Planned Parenthood of the Rocky Mountains 2021
Sakyadhita Hawaii Kailua, HI $5,000 General & Unrestricted 2021
Yampa Valley Community Foundation Steamboat Spr, CO $5,000 Stars Program 2021
Child and Family Advocacy Program Boulder, CO $5,000 MOVEABLE FEAST 2023
Coach2Edify Foundation Woodland Hls, CA $4,300 Women of the White Buffalo feature documentary's self distribution phase 2021
Little Lions Kenya Inc Clinton, OK $3,518 Little Lions School fund to provide food and education for 143 children in Kibera slums 2023
826 Valencia San Francisco, CA $2,700 General & Unrestricted 2022
Boulder Community Health Foundation Boulder, CO $2,500 Feed the Frontlines Boulder Fund 2020
Girl Rising Spencertown, NY $2,500 Global Education Fund 2023
Girl Rising Spencertown, NY $2,500 Global Education Fund 2022

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