The Berman Charitable Trust
The Berman Charitable Trust is a private foundation based in Atlanta, Georgia. It operates as a 501(c)(3) exempt organization and was established in 1986.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$4.0M
+5.6% YoY
Annual Giving
$248K
+8.9% YoY
Grant Count
22
-8.3% YoY
Avg Grant Size
$11K
+18.8% YoY
Mission & Focus Areas
The Trust primarily funds annual contributions and makes grants in support of Jewish organizations and causes. Recent grant descriptions indicate support for Jewish Home Life Communities and other Jewish-affiliated organizations.
Primary funding focus areas include:
- Human Rights
- Social Justice
- Aging and support for seniors
- Jewish community organizations and services
Grantmaking
The Trust also made contributions described as "in appreciation contributions," "Sinai's Got Talent contributions," and "in memory of Sookie Jacobs."
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Geographic Focus
Where this funder awards grants
The Trust primarily funds organizations in Georgia, New York, and Louisiana.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of March 2025:
- Total Assets: $3,995,600
- Total Giving: $247,600
- Total Revenues: $515,120
- Total Expenses: $290,925
- Investment Income and Dividends: $178,180
Staffing: The Trust operates with 0 employees.
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,995,600 | $3,784,414 | $3,660,297 |
| Revenue | $515,120 | $391,114 | $387,443 |
| Expenses | $290,925 | $266,997 | $283,006 |
| Qualifying Distributions | $248,625 | $230,043 | $256,200 |
| Net Investment Income | $365,085 | $354,160 | $54,306 |
| Distributable Amount | $289,148 | $247,053 | $229,823 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
126 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEPHEN M BERMAN | TRUSTEE | 1 | — |
| CALMA A BERMAN | TRUSTEE | 1 | — |
| JUSTIN F BERMAN | TRUSTEE | 1 | — |
| ALYZA B MILRAD | TRUSTEE | 0.5 | — |
| LILA B FAIR | TRUSTEE | 0.5 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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