Bernard & Audrey Berman Foundation

ALLENTOWN, PA EIN: 23-6268670

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

-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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $423K (66%)

Pennsylvania $187K (29%)

New York $30K (5%)

States

Massachusetts New York Pennsylvania

Cities

AllentownBethlehemBostonNew YorkNewton CentreRockville Centre

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.