Berman Charitable Foundation Inc
Berman Charitable Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VESTAVIA HILLS, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.1M in total assets. In 2024, it awarded 24 grants totaling $184K. Net investment income was $253K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.1M
-0.5% YoY
Annual Giving
$184K
-8.3% YoY
Grant Count
24
-7.7% YoY
Avg Grant Size
$8K
-0.6% YoY
Under IRS private-foundation payout rules, Berman Charitable Foundation Inc reported a distributable amount of $224K for 2024 — the minimum it must pay out in qualifying distributions.
About Berman Charitable Foundation Inc
Based on IRS filings
Berman Charitable Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VESTAVIA HILLS, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.1M in total assets. In 2024, it awarded 24 grants totaling $184K. Net investment income was $253K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,066,102 | $4,084,952 | $4,149,230 |
| Revenue | $293,043 | $260,034 | $254,219 |
| Expenses | $311,893 | $324,312 | $338,161 |
| Qualifying Distributions | $271,928 | $288,227 | $297,287 |
| Net Investment Income | $253,048 | $223,949 | $220,437 |
| Distributable Amount | $224,372 | $208,470 | $226,212 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
134 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Arc of Calhoun County ($15,000), Casa of the Cheaha Region ($15,000), Bibb County Dhr ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ARC OF CALHOUN COUNTY ANNISTON, AL | AID TO INDIVIDUALS WITH DISABILITIES | $15,000 |
| ANNISTON SOUP BOWL ANNISTON, AL | FEED THE NEEDY | $7,000 |
| BERMAN MUSEUM OF WORLD HISTORY ANNISTON, AL | EDUCATION AND CULTURAL OPS | $5,000 |
| GRACE EPISCOPAL CHURCH ANNISTON, AL | CHRISTIAN MISSIONS | $3,000 |
| INTERFAITH MINISTIRES ANNISTON, AL | PROVIDE FOR ANNISTON'S NEEDY | $10,000 |
| URBAN MINISTRIES BIRMINGHAM, AL | CHRISTIAN MINISTRY | $10,000 |
| COMMUNITY DEVELOPMENT PROJECT GADSDEN, AL | COMMUNITY DEVELOPEMENT | $5,000 |
| ALL SAINTS INTERFAITH CENTER OF CON ANNISTON, AL | MINISTRY TO THE POOR | $10,000 |
| ST MICHAEL'S MEDICAL CENTER ANNISTON, AL | MEDICAL CARE FOR POOR | $7,500 |
| PROMISE 686 NORCROSS, GA | CARE FOR FOSTER CHILDREN | $13,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANNE H NORRED | PRES-DIR | 10 | $15,090 |
| DEANNE H ROBINSON | VP-EXEC-DIR | 20 | $28,980 |
| WILLIAM H AGEE | SEC-DIR | 5 | — |
| JANET TYSON PROSSER | TREAS-DIR | 10 | $16,254 |
| MARY S PROSSER | DIRECTOR | 1 | — |
| CLAY S AGEE | DIRECTOR | 1 | — |
| DANIEL NORRED | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Berman Charitable Foundation Inc?
Berman Charitable Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VESTAVIA HILLS, AL. It holds $4.1M in total assets as of 2024.
How large is Berman Charitable Foundation Inc?
As of 2024, Berman Charitable Foundation Inc holds $4.1M in total assets with $293K in annual revenue. It awarded 24 grants totaling $184K in 2024.
Where does Berman Charitable Foundation Inc operate?
Berman Charitable Foundation Inc has awarded grants in Alabama, Florida, Georgia, Maryland, Maine, Virginia, Washington.
What size grants does Berman Charitable Foundation Inc award?
In 2024, Berman Charitable Foundation Inc awarded 24 grants totaling $184K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Berman Charitable Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Berman Charitable Foundation Inc reported a distributable amount of $224K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Berman Charitable Foundation Inc's EIN?
Berman Charitable Foundation Inc's EIN (Employer Identification Number) is 63-1229394. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Berman Charitable Foundation Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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