Berman Charitable Foundation Inc
Berman Charitable Foundation Inc is a private foundation based in Vestavia Hills, Alabama. Its 2025 filing reports grants to charitable organizations, including organizations serving foster children, children at risk, people with disabilities, and people in need.
Berman Charitable Foundation Inc at a glance
In short: Berman Charitable Foundation Inc gave $208K across 27 grants in 2025 (avg $8K), mostly in Alabama. 22% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $207,500
- +13.1% vs 2024
- Grants made (2025)
- 27
- +12.5% vs 2024
- Average grant
- $7,685
- +0.5% vs 2024
- Median grant
- $7,000
- Total assets
- $4,019,426
- -1.1% vs 2024
- New grantees (estimate)
- 22% first-time grantees (6 of 27, 2025)
- Primary geography
- Alabama (92% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Berman Charitable Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. The filing lists application forms and materials, deadlines, and restrictions on awards as N/A.
- Contact
Mailing address: 3328 Southbend Circle, Vestavia Hills, AL 35216
Phone: (931) 962-1060
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Berman Charitable Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Bibb County DHR ($18K). Together the top 10 received $125K.
Grant Size Distribution
131 grants across all recorded years
The most common grant size was under $50K: 131 grants of 131 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 92% of grant dollars went to recipients in Alabama, 5% to Georgia, 2% to North Carolina, and 1% to Florida.
Grant Distribution by State
Share of 2025 grant dollars across all 27 itemized grants.
Cities
Is Berman Charitable Foundation Inc open to new grantees?
22%
first-time grantees, 2025
In 2025, 6 of 27 grantees (22%) were first-time recipients. First grants averaged $8K; repeat grants $8K. How we count
Medians: $8K first-time, $7K repeat.
- 78% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+1%). Method
- In 2025 it paid out 138% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $184K (2024) to $208K (2025). In 2025 it made 27 grants totaling $208K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bibb County DHR Centreville, AL | Support for Foster Children | $18,000 |
| Arc of Calhoun County Anniston, AL | Aid to Individuals with Disabilities | $15,000 |
| CASA of the Cheaha Region Anniston, AL | Advocate for Abused Children | $15,000 |
| Hale County DHR Greensboro, AL | Support for Foster Children | $15,000 |
| Perry County DHR Marion, AL | Support for Foster Children | $12,000 |
| Interfaith Ministires Anniston, AL | Provide for Anniston's Needy | $10,000 |
| West End Community Church Birmingham, AL | Christian Ministry | $10,000 |
| Promise 686 Norcross, GA | Care for Foster Children | $10,000 |
| Big Brothers Big Sisters Anniston, AL | Mentoring at Risk Children | $10,000 |
| The YMCA of Calhoun County Anniston, AL | Programs for Youth | $10,000 |
Ready to take the next step with Berman Charitable Foundation Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,019,426 | $303,743 | $351,443 | $207,500 | 27 | $311,610 | $282,304 | $225,775 |
| 2024 | $4,066,102 | $293,043 | $311,893 | $183,500 | 24 | $271,928 | $253,048 | $224,372 |
| 2023 | $4,084,952 | $260,034 | $324,312 | $200,000 | 26 | $288,227 | $223,949 | $208,470 |
| 2022 | $4,149,230 | $254,219 | $338,161 | $205,000 | 28 | $297,287 | $220,437 | $226,212 |
| 2021 | $4,233,172 | $407,795 | $326,660 | $197,000 | 26 | $282,082 | $350,678 | $244,165 |
| 2020 | $4,152,037 | $199,948 | $323,790 | $198,000 | 30 | — | $151,360 | $206,410 |
| 2019 | $4,275,879 | $430,514 | $320,746 | $191,069 | 20 | — | $378,520 | $217,760 |
Under IRS private-foundation payout rules, Berman Charitable Foundation Inc reported a distributable amount of $226K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s filing does not state a mission. Its 2025 grants show support for charitable organizations working in areas including foster care, child advocacy and mentoring, services for people with disabilities, community assistance, youth programs, Christian ministry, human-trafficking response, and community development.
Among its 2025 grantees, The WellHouse Inc describes its mission as providing outreach services to victims of human trafficking. Freedom Farm Inc says it provides guidance, training, hope, and care and shelter in nurturing Christian homes for abandoned and at-risk children. Anniston Soup Bowl Inc says it provides lunches to poor people in Anniston and Calhoun County, Alabama. Hub Worldwide Inc says it improves health in under-resourced communities by distributing healthcare supplies and equipment with onsite training and education. These are the grantees’ descriptions of their own missions.
Grantmaking
In 2025, the foundation made 27 grants totaling $207,500. Grants ranged from $2,000 to $18,000, with a median grant of $7,000.
Its largest reported grants included $18,000 to Bibb County DHR for support for foster children; $15,000 each to Arc of Calhoun County for aid to individuals with disabilities, CASA of the Cheaha Region to advocate for abused children, and Hale County DHR for support for foster children; and $12,000 to Perry County DHR for support for foster children. Other grants included $10,000 each to Interfaith Ministries, West End Community Church, Promise 686, Big Brothers Big Sisters, and the YMCA of Calhoun County.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Anne H Norred as president and director; Deanne H Robinson as vice president and executive director; William H Agee as secretary and director; and Janet Tyson Prosser as treasurer and director. It also lists Mary S Prosser, Clay S Agee, and Daniel Norred as directors.
Berman Charitable Foundation Inc's 2025 filing lists 7 officers; 3 of 7 officers listed in 2025 are compensated.
Officers on the 2025 filing
Clay S. Agee
Director
On filings since 2023
No compensation reported
Mary S. Prosser
Director
On filings since 2023
No compensation reported
Daniel Norred
Director
On filings since 2024
No compensation reported
Anne H. Norred
Pres-Dir
On filings since 2019
10 hrs/week
$14K (2019) → $15K (2025)
Deanne H. Robinson
Vp-Exec-Dir
On filings since 2019
20 hrs/week
$29K (2019) → $42K (2025)
Janet Tyson Prosser
Treas-Dir
Director → Treas-Dir, 2024
On filings since 2023
10 hrs/week
$16K (2024) → $16K (2025)
William H. Agee
Sec-Dir
On filings since 2019
No compensation reported
Former officers (1)
- Former: David Prosser (2019–2023) — Treas-Dir
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $42K, to Deanne H Robinson (VP-Exec-DIR). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Berman Charitable Foundation Inc
How much does Berman Charitable Foundation Inc give each year?
Berman Charitable Foundation Inc gave $208K across 27 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $184K across 24 grants.
What is Berman Charitable Foundation Inc's typical grant size?
Berman Charitable Foundation Inc's median grant in 2025 was $7,000, and its average grant was $7,685, across 27 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Berman Charitable Foundation Inc that year got $8K on average.
Where does Berman Charitable Foundation Inc give grants?
Berman Charitable Foundation Inc gives mostly in Alabama: 92% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Anniston, AL (13 grants), Birmingham, AL (3 grants) and Marion, AL (2 grants).
Does Berman Charitable Foundation Inc give general operating support?
Not in 2025: none of the 27 grants with a stated purpose on Berman Charitable Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support for Foster Children" (3 grants).
Who are Berman Charitable Foundation Inc's largest grantees?
Berman Charitable Foundation Inc's largest 2025 grantees include Bibb County DHR ($18,000), Arc of Calhoun County ($15,000) and CASA of the Cheaha Region ($15,000), according to its 2025 IRS Form 990-PF. Together they received 23% of its itemized 2025 grant dollars.
How large is Berman Charitable Foundation Inc?
Berman Charitable Foundation Inc reported $4.0M in total assets on its 2025 IRS Form 990-PF. It paid out $312K in qualifying distributions that year, against a required minimum of $226K (roughly 5% of its investment assets).
What does Berman Charitable Foundation Inc fund?
The foundation’s filing does not state a mission. See mission & focus areas ↑
How do I apply for a grant from Berman Charitable Foundation Inc?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Does Berman Charitable Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 10, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 1, 2026)
- IRS filings on file for fiscal years 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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Cite this profile
Grantable. (2026). Berman Charitable Foundation Inc funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/berman-charitable-foundation-inc-morg_b19f310c328b4f5288128815a3bd479e
BibTeX
@misc{grantable_631229394_2026,
author = {{Grantable}},
title = {{Berman Charitable Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/berman-charitable-foundation-inc-morg_b19f310c328b4f5288128815a3bd479e},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Berman Charitable Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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