Sol & Naomi Berman Charitable Foundation
Sol & Naomi Berman Charitable Foundation is a private foundation, based in Pottstown, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $150K in total assets. In 2024, it awarded 6 grants totaling $16K. Net investment income was $38K.
Key facts about Sol & Naomi Berman Charitable Foundation
- EIN
- 23-6289693
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $15,750
- Grants made (2024)
- 6
- Average grant
- $2,625
- Median grant
- $2,000
- Total assets
- $149,720
- Primary geography
- Florida (62% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Sol & Naomi Berman Charitable Foundation funds
By grant dollars, the top recipient states for Sol & Naomi Berman Charitable Foundation's 6 itemized 2024 grants were Florida (62%), Pennsylvania (29%) and District of Columbia (10%). The most frequent recipient cities were West Palm Beach, FL (2 grants). 100% of grants with a stated purpose were for general or operating support.
How Sol & Naomi Berman Charitable Foundation gives
- In 2024 it paid out 224% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Sol & Naomi Berman Charitable Foundation
- How to evaluate Sol & Naomi Berman Charitable Foundation as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$150K
+0.1% YoY
Annual Giving
$16K
+94.4% YoY
Grant Count
6
+20.0% YoY
Avg Grant Size
$3K
+62.0% YoY
Under IRS private-foundation payout rules, Sol & Naomi Berman Charitable Foundation reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.
About Sol & Naomi Berman Charitable Foundation
Based on IRS filings
Sol & Naomi Berman Charitable Foundation is a private foundation, based in Pottstown, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $150K in total assets. In 2024, it awarded 6 grants totaling $16K. Net investment income was $38K.
Ready to take the next step with Sol & Naomi Berman Charitable Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 6 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $149,720 | $149,577 | $131,174 |
| Revenue | $40,426 | $5,588 | $15,781 |
| Expenses | $22,737 | $13,474 | $41,824 |
| Qualifying Distributions | $15,750 | $8,100 | $23,200 |
| Net Investment Income | $38,439 | $3,714 | $11,517 |
| Distributable Amount | $7,019 | $7,084 | $7,883 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
21 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Norton Museum of Art ($5,000), Ann Norton Sculpture Gardens ($4,750), Foundation for Pottstown Education ($2,250).
| Recipient | Purpose | Amount |
|---|---|---|
| NORTON MUSEUM OF ART West Palm Beach, FL | UNRESTRICTED | $5,000 |
| ANN NORTON SCULPTURE GARDENS West Palm Beach, FL | UNRESTRICTED | $4,750 |
| FOUNDATION FOR POTTSTOWN EDUCATION Pottstown, PA | UNRESTRICTED | $2,250 |
| GOOD SHEPHERD Allentown, PA | UNRESTRICTED | $1,750 |
| YWCA Washington, DC | UNRESTRICTED | $1,500 |
| ADATH ISRAEL Merion Station, PA | UNRESTRICTED | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2022 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Allen S Berman | President | 3 | — |
Frequently Asked Questions
How large is Sol & Naomi Berman Charitable Foundation?
As of 2024, Sol & Naomi Berman Charitable Foundation holds $150K in total assets with $40K in annual revenue. It awarded 6 grants totaling $16K in 2024.
Where does Sol & Naomi Berman Charitable Foundation operate?
Sol & Naomi Berman Charitable Foundation has awarded grants in District of Columbia, Florida, Pennsylvania.
What size grants does Sol & Naomi Berman Charitable Foundation award?
In 2024, Sol & Naomi Berman Charitable Foundation awarded 6 grants totaling $16K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Sol & Naomi Berman Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Sol & Naomi Berman Charitable Foundation reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Sol & Naomi Berman Charitable Foundation's EIN?
Sol & Naomi Berman Charitable Foundation's EIN (Employer Identification Number) is 23-6289693. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.