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Private foundation (trust)EIN 236239058Est. 1955-02

BERMAN CHARITABLE FOUNDATION

POTTSTOWN, PA 19464

Total Assets

$403K

FY 2024

Annual Giving

$22K

FY 2024

Grants Made

3

FY 2024

Avg Grant

$7K

FY 2024

Grant Range

$2K–$17K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$19K

Total Expenses

$24K

Qualifying Distributions

$22K

Distributable Amount

$15K

Min. Investment Return

$15K

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.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $34K in 2021. Hover bars for details.

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

Top Recipients

10 grants

THE HILL SCHOOL
$82K
4 grants
THE AGNES IRWIN SCHOOL
$8K
5 grants
ST TIMOTHY'S SCHOOL
$2K
1 grant

Grant Size Distribution

10 grants

<$10K
6
grants
$10–50K
4
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Pennsylvania
$90K
98% of total
Maryland
$2K
2% of total

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BERMAN CHARITABLE FOUNDATION — Grants, Financials & Contact | Grantivo