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.
Berman Charitable Foundation at a glance
In short: Berman Charitable Foundation gave $22K across 3 grants in 2025 (avg $7K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $21,500
- +10.3% vs 2024
- Grants made (2025)
- 3
- -25.0% vs 2024
- Average grant
- $7,167
- +47.0% vs 2024
- Median grant
- $2,500
- Total assets
- $336,913
- -1.5% vs 2024
- Primary geography
- Pennsylvania (91% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Berman Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was The Hill School ($17K). Together the top 3 received $22K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Berman Charitable Foundation gives
- Giving fell 37% from 2022 to 2025. Method
- In 2025 it paid out 144% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $17K (2021) to $34K (2022). In 2025 it made 3 grants totaling $22K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Hill School Pottstown, PA | Annual Giving | $17,000 |
| The Agnes Irwin School Rosemont, PA | Annual Giving | $2,500 |
| St Timothy's School Stevenson, MD | Annual Giving | $2,000 |
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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 | $336,913 | $19,221 | $24,192 | $21,500 | 3 | $21,500 | $16,529 | $14,906 |
| 2024 | $341,884 | $18,949 | $21,682 | $19,500 | 4 | $19,500 | $16,767 | $14,270 |
| 2023 | $344,617 | $23,104 | $2,845 | — | — | — | $20,259 | $14,060 |
| 2022 | $324,358 | $41,380 | $38,362 | $33,869 | 2 | $33,869 | $36,887 | $19,658 |
| 2021 | $321,340 | $20,852 | $22,455 | $17,000 | 1 | — | $15,397 | $17,924 |
Under IRS private-foundation payout rules, Berman Charitable Foundation reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Berman Charitable Foundation is led by Jennifer B. Scotese, President & Treasurer since 2024 (on filings since 2021); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jennifer B. Scotese
President & Treasurer
Vice Preas & Treasurer → President & Treasurer, 2024
On filings since 2021
0.5 hrs/week
No compensation reported
Joseph S. Scotese Jr.
Secretary
On filings since 2024
0.5 hrs/week
No compensation reported
Robert V. Scotese
Vice President
On filings since 2024
0.5 hrs/week
No compensation reported
Former officers (2)
- Former: Jay S. Berman (2021–2023) — President
- Former: Susan C. Berman (2021–2023) — Secretary
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Berman Charitable Foundation
How much does Berman Charitable Foundation give each year?
Berman Charitable Foundation gave $22K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 4 grants.
What is Berman Charitable Foundation's typical grant size?
Berman Charitable Foundation's median grant in 2025 was $2,500, and its average grant was $7,167, across 3 grants on its 2025 IRS Form 990-PF.
Where does Berman Charitable Foundation give grants?
Berman Charitable Foundation gives mostly in Pennsylvania: 91% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Maryland (9%).
Does Berman Charitable Foundation give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Berman Charitable Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Annual Giving" (3 grants).
How large is Berman Charitable Foundation?
Berman Charitable Foundation reported $337K in total assets on its 2025 IRS Form 990-PF. It paid out $22K in qualifying distributions that year, against a required minimum of $15K (roughly 5% of its investment assets).
What is Berman Charitable Foundation's EIN?
Berman Charitable Foundation's EIN (Employer Identification Number) is 23-6239058. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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