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
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.
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
Among its reported 2025 grants, the largest include The Hill School ($17,000), The Agnes Irwin School ($2,500), St Timothy's School ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THE AGNES IRWIN SCHOOL ROSEMONT, PA | ANNUAL GIVING | $2,500 |
| THE HILL SCHOOL POTTSTOWN, PA | ANNUAL GIVING | $17,000 |
| ST TIMOTHY'S SCHOOL STEVENSON, MD | ANNUAL GIVING | $2,000 |
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 | — |
Frequently Asked Questions
How large is Berman Charitable Foundation?
As of 2025, Berman Charitable Foundation holds $337K in total assets with $19K in annual revenue. It awarded 3 grants totaling $22K in 2025.
Where does Berman Charitable Foundation operate?
Berman Charitable Foundation has awarded grants in Maryland, Pennsylvania.
What size grants does Berman Charitable Foundation award?
In 2025, Berman Charitable Foundation awarded 3 grants totaling $22K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Berman Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Berman Charitable Foundation reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Berman Charitable Foundation'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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