All organizations not elsewhere classifiedEIN 586020956Est. 0000-00

TR UW JO BERMAN

ORLANDO, FL 328919798

Total Assets

$276K

FY 2024

Annual Giving

$9K

FY 2024

Grants Made

6

FY 2024

Avg Grant

$2K

FY 2024

Grant Range

$1K–$3K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$18K

Total Expenses

$17K

Qualifying Distributions

$14K

Distributable Amount

$13K

Min. Investment Return

$13K

Undistributed Income

$8K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

6 grants

Grant sizes from minimum $1K through median $1K to maximum $3K, 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

4 years

Giving over time from 2020 to 2024. Peak $23K in 2022. Hover bars for details.

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

Top Recipients

24 grants

TRINITY METHODIST CHURCH
$12K
4 grants
ELKS AIDMORE HOSPITAL
$6K
4 grants
MARCH OF DIMES
$6K
4 grants
NORTH GEORGIA UNITED METHODIST CHURCH
$6K
4 grants
THE AMERICAN RED CROSS
$6K
4 grants
HENRY W GRADY HEALTH SYSTEM FDN INC
$6K
4 grants

Grant Size Distribution

24 grants

<$10K
24
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Georgia
$36K
89% of total
Virginia
$4K
11% of total

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TR UW JO BERMAN — Grants, Financials & Contact | Grantivo