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Private Foundation · FL

Jo Berman Trust

Orlando, FL  ·  EIN 586020956  ·  Website (ProPublica) ↗  ·  990s on ProPublica ↗

Assets

$164K

Total Giving

$25K

Grants on File

12

Average Grant

$2K

Giving Radius

Where Jo Berman Trust Has Given

AK — no grants on file AL — no grants on file AR — no grants on file AZ — no grants on file CA — no grants on file CO — no grants on file CT — no grants on file DC — no grants on file DE — no grants on file FL — no grants on file GA — $22K across 10 grants HI — no grants on file IA — no grants on file ID — no grants on file IL — no grants on file IN — no grants on file KS — no grants on file KY — no grants on file LA — no grants on file MA — no grants on file MD — no grants on file ME — no grants on file MI — no grants on file MN — no grants on file MO — no grants on file MS — no grants on file MT — no grants on file NC — no grants on file ND — no grants on file NE — no grants on file NH — no grants on file NJ — no grants on file NM — no grants on file NV — no grants on file NY — no grants on file OH — no grants on file OK — no grants on file OR — no grants on file PA — no grants on file RI — no grants on file SC — no grants on file SD — no grants on file TN — no grants on file TX — no grants on file UT — no grants on file VA — $4K across 2 grants VT — no grants on file WA — no grants on file WI — no grants on file WV — no grants on file WY — no grants on file
Historical grants to 6 recipients across 2 states. Top concentrations: ATLANTA ($14K, 6 grants), ARLINGTON ($4K, 2 grants), CONYERS ($4K, 2 grants), CORCROSS ($4K, 2 grants).

Section I

How to Apply

No application guidelines on file — check the foundation's website directly.

On Unsolicited Proposals no

Section IV

Recent Grants

Recipient Amount Year
Henry W Grady Health System Fdn INC $3K 2022
North Georgia United Methodist Church $3K 2022
The American Red Cross $3K 2022
Trinity Methodist Church $6K 2022
Elks Aidmore Hospital $3K 2022
March of Dimes $3K 2022
Henry W Grady Health System Fdn INC $339 2023
North Georgia United Methodist Church $339 2023
The American Red Cross $339 2023
Elks Aidmore Hospital $339 2023
Trinity Methodist Church $678 2023
March of Dimes $339 2023

12 grants total

Section VI

Filing History

Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.

Year Total Assets Qualifying Distributions Total Revenue Total Expenses
2023 $163K $12K $6K $7K
2022 $163K $12K $9K $28K
2021 $182K $14K $6K $9K
2020 $185K $12K $11K $14K
2019 $188K $12K $7K $23K
2015 $194K $11K $12K $26K
2014 $209K $12K $6K $16K
2013 $218K $11K $-16,388 $7K
2012 $244K $10K $41K $21K
2011 $221K $10K $5K $5K