Funder DirectoryThe Daniel and Karen Berman Foundation
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Private foundation (trust)EIN 203966126Est. 2006-06

The Daniel and Karen Berman Foundation

Wilmington, DE 198091377

Total Assets

$4.7M

FY 2023

Annual Giving

$196K

FY 2023

Grants Made

13

FY 2023

Avg Grant

$15K

FY 2023

Grant Range

$500–$152K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$51K

Total Expenses

$214K

Qualifying Distributions

$213K

Distributable Amount

$216K

Min. Investment Return

$217K

Undistributed Income

$213K

Payout rate 99%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.99%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

13 grants

Grant sizes from minimum $500 through median $3K to maximum $152K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $196K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

80 grants

SCHWAB CHARITABLE FUND
$242K
2 grants
DURHAM-CHAPEL HILL JEWISH FEDERATION
$197K
19 grants
FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA INC
$38K
5 grants
URBAN MINISTRIES OF DURHAM INC
$35K
5 grants
CAROLINA THEATRE OF DURHAM INC
$25K
3 grants
DUKE UNIVERSITY
$21K
11 grants
JUDEA REFORM CONGREGATION
$14K
7 grants
DURHAM CHILDRENS INITIATIVE
$12K
3 grants

Grant Size Distribution

80 grants

<$10K
77
grants
$10–50K
$50–250K
3
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

7 states

North Carolina
$354K
58% of total
California
$242K
40% of total
New Jersey
$3K
0% of total
Florida
$3K
0% of total
Oregon
$3K
0% of total
New York
$2K
0% of total
Pennsylvania
$180
0% of total

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The Daniel and Karen Berman Foundation — Grants, Financials & Contact | Grantivo