Private foundation (trust)EIN 260005599Est. 2002-02
STEVEN AND ILENE BERMAN FAMILY
GWYNEDD VALLEY, PA 194370554
Accepts unsolicited proposalsTotal Assets
$9.5M
FY 2023
Annual Giving
$327K
FY 2023
Grants Made
32
FY 2023
Avg Grant
$10K
FY 2023
Grant Range
$100–$156K
Typical
Deadlines
Open / rolling
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$2.8M
Total Expenses
$333K
Qualifying Distributions
$327K
Distributable Amount
$327K
Min. Investment Return
$327K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
32 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
259 grants
Grant Size Distribution
259 grants
Geographic Focus
16 states
+6 more states
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