Bernard & Audrey Berman Foundation
Bernard & Audrey Berman Foundation is a private foundation, based in ALLENTOWN, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 7 grants totaling $55K. Net investment income was $76K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.1M
+1.8% YoY
Annual Giving
$55K
-2.0% YoY
Grant Count
7
-12.5% YoY
Avg Grant Size
$8K
+12.0% YoY
Under IRS private-foundation payout rules, Bernard & Audrey Berman Foundation reported a distributable amount of $91K for 2024 — the minimum it must pay out in qualifying distributions.
About Bernard & Audrey Berman Foundation
Based on IRS filings
Bernard & Audrey Berman Foundation is a private foundation, based in ALLENTOWN, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 7 grants totaling $55K. Net investment income was $76K.
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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 | $1,128,443 | $1,108,795 | $1,129,695 |
| Revenue | $78,111 | $38,265 | $51,774 |
| Expenses | $58,463 | $59,165 | $64,994 |
| Qualifying Distributions | $56,776 | $57,703 | $61,000 |
| Net Investment Income | $75,625 | $39,521 | $50,474 |
| Distributable Amount | $91,278 | $78,441 | $80,831 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
35 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Jewish Day School of the Lehigh Valley ($30,000), Chabad Lubavitch of the Lehigh Valley ($6,800), Community Action Committee of the Lehigh Valley ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALLENTOWN ART MUSEUM ALLENTOWN, PA | GENERAL OPERATIONS | $4,000 |
| AMERICAN TECHNION SOCIETY NEW YORK, NY | GENERAL OPERATIONS | $2,500 |
| CHABAD LUBAVITCH OF THE LEHIGH VALLEY ALLENTOWN, PA | GENERAL OPERATIONS | $6,800 |
| COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY BETHLEHEM, PA | GENERAL OPERATIONS | $5,000 |
| FRIENDS OF THE ARAVA INSTITUTE NEWTON CENTRE, MA | GENERAL OPERATIONS | $1,800 |
| JEWISH DAY SCHOOL OF THE LEHIGH VALLEY ALLENTOWN, PA | GENERAL OPERATIONS | $30,000 |
| JEWISH NATIONAL FUND ROCKVILLE CENTRE, NY | GENERAL OPERATIONS | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CLAUDIA FISCHMANN MATTISON | SECRETARY/TREASURER | 1 | — |
| DIANA FISCHMANN ORENSTEIN | PRESIDENT | 1 | — |
| VERONICA FISCHMANN | VICE PRESIDENT | 1 | — |
Frequently Asked Questions
How large is Bernard & Audrey Berman Foundation?
As of 2024, Bernard & Audrey Berman Foundation holds $1.1M in total assets with $78K in annual revenue. It awarded 7 grants totaling $55K in 2024.
Where does Bernard & Audrey Berman Foundation operate?
Bernard & Audrey Berman Foundation has awarded grants in Massachusetts, New York, Pennsylvania.
What size grants does Bernard & Audrey Berman Foundation award?
In 2024, Bernard & Audrey Berman Foundation awarded 7 grants totaling $55K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Bernard & Audrey Berman Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bernard & Audrey Berman Foundation reported a distributable amount of $91K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bernard & Audrey Berman Foundation's EIN?
Bernard & Audrey Berman Foundation's EIN (Employer Identification Number) is 23-6268670. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bernard & Audrey Berman 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.