Michael J Zamkow and Sue E Berman Foundation
Overview
Mission
Private Grantmaking Foundations
What it reported funding in 2024
The foundation reported 7 grants totaling $85,685. The stated grant purposes included to stop the defamation of the jewish people and to secure justice and fair treatment to all., to enhance the quality of jewish life in the greaterr austin area and around the world through philanthropy, education, social service, culture, spirituality and total wellness, and to connect diverse audiences with art and bringing joy, inspiration, and learning to their lives., plus 4 other reported purposes.
Operating model
- Revenue model
- Investment-supported. 89% of the foundation's positive operating resources came from recurring investment income.
- Distribution model
- Grant intermediary. The foundation distributed 95% of its reported charitable disbursements as grants.
- Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.
Nonprofit profile at a glance
- EIN
- 133867834
- IRS 990-PF coverage
- 2010–2024
- Forms available
- Form 990-PF 2024
- Headquarters
- Austin, TX, USA
- Rating
- 79
- Verdict
- SUPPORTED
- Rating confidence
- Standard
- Sector
- Private Grantmaking Foundations
The verdict
SUPPORTED - The filed numbers largely add up and the filing identifies who received its grants. Assets provide a limited cushion relative to annual grants.
Rating breakdown
- Grant Deployment: 64
- Cost Efficiency: 90
- Transparency: 100
- Compliance: 100
- Endowment Health: 20
Detailed rating inputs
Grant Deployment
- Grant deployment ratio: 63.8%; rating input score 64; 11th percentile among comparable filings
Cost Efficiency
- Grant expense ratio: 90.4%; rating input score 90; 73rd percentile among comparable filings
Transparency
- Grant recipient disclosure: Yes; rating input score 100
Compliance
- Part VII-B activity disclosures: 19 of 19 controls in place; rating input score 100
- Filing consistency checks: 9; rating input score 100
Endowment Health
- Endowment-health comparison: 4.99; rating input score 20; 20th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Grants: 100% of grant recipient detail disclosed
- Payout: 63.8% grant deployment rate
- Trustees: Filed trustees detail
- Self-dealing: 100% of reviewed questions answered “No”
- Investments: 20th percentile for endowment coverage
- Consistency: 9 of 9 current checks pass
- Filing history: 12 annual filings from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 7 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.