Berman Charitable Foundation
Berman Charitable Foundation is a private foundation, based in POTTSTOWN, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $337K in total assets. In 2025, it awarded 3 grants totaling $22K. Net investment income was $17K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$337K
-1.5% YoY
Annual Giving
$22K
+10.3% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$7K
+47.0% YoY
About Berman Charitable Foundation
Based on IRS filings
Berman Charitable Foundation is a private foundation, based in POTTSTOWN, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $337K in total assets. In 2025, it awarded 3 grants totaling $22K. Net investment income was $17K.
Ready to take the next step with Berman Charitable Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $336,913 | $341,884 | $344,617 |
| Revenue | $19,221 | $18,949 | $23,104 |
| Expenses | $24,192 | $21,682 | $2,845 |
| Qualifying Distributions | $21,500 | $19,500 | — |
| Net Investment Income | $16,529 | $16,767 | $20,259 |
| Distributable Amount | $14,906 | $14,270 | $14,060 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JENNIFER B SCOTESE | PRESIDENT/TREASURER | 0.5 | — |
| ROBERT V SCOTESE | VICE PRESIDENT | 0.5 | — |
| JOSEPH S SCOTESE JR | SECRETARY | 0.5 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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