The Florida State Capitol

Form 990-PFTax year 2025EIN 58-6020956

TR UW Jo Berman

A private foundation in Orlando, FL. Its return for tax year 2025 lists 7 grants and $8,445 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $8,445

    Grants listed
    7
    Assets, end of year
    $162,510
  • Tax year 2024

    $9,471

    Grants listed
    6
    Assets, end of year
    $163,831
  • Tax year 2023

    $2,373

    Grants listed
    6
    Assets, end of year
    $162,635
  • Tax year 2022

    $22,727

    Grants listed
    6
    Assets, end of year
    $163,006
  • Tax year 2021

    $0

    Grants listed
    0
    Assets, end of year
    $182,198
  • Tax year 2020

    $5,859

    Grants listed
    6
    Assets, end of year
    $184,592
  • Tax year 2019

    $14,125

    Grants listed
    6
    Assets, end of year
    $187,786
  • Tax year 2018

    $0

    Grants listed
    0
    Assets, end of year
    $203,501

Grants paid in 2025

7 grants, largest first

As listed on the return.

  1. Historic Oakland Foundation IncAtlanta, GA

    General operating purposes

    $5,000
  2. Trinity Methodist ChurchAtlanta, GA

    General operating purposes

    $985
  3. March of DimesArlington, VA

    General operating purposes

    $492
  4. Elks Aidmore HospitalConyers, GA

    General operating purposes

    $492
  5. The American Red CrossWashington, DC

    General operating purposes

    $492
  6. Georgia United Methodist FoundationPeachtree Corners, GA

    General operating purposes

    $492
  7. Henry W Grady Health System FDN IncAtlanta, GA

    General operating purposes

    $492

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Health1 grant $49233% of the total
  2. Human services1 grant $49233% of the total
  3. Religion1 grant $49233% of the total

By State

Grants to organizations with a US address, latest year.

  1. Georgia6 grants $7,953
  2. District of Columbia1 grant $492

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Truist BankTRUSTEE Hours 2Pay $5,830

The return

More foundations

Similar foundations

Same main cause (health), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Annie E Gebhart Union Mission Et AlOrlando, FL 3 grants Preselected only $8,217 giving
  2. Artie S Foster - Tes TROrlando, FL 1 grant Preselected only $8,827 giving
  3. Children's HC Wardlaw TROrlando, FL 1 grant Preselected only $9,282 giving
  4. J Gilliam FBO Centra Irrev EauOrlando, FL 1 grant Preselected only $9,883 giving
  5. The Mario Hezonja Foundation IncOrlando, FL 3 grants Preselected only $6,455 giving