The Berman Charitable Trust
The Berman Charitable Trust is a private foundation based in Atlanta, Georgia. In 2025, it reported 22 grants totaling $247,600, including contributions to Jewish community organizations, health and care organizations, and other nonprofits.
The Berman Charitable Trust at a glance
In short: The Berman Charitable Trust gave $248K across 22 grants in 2025 (avg $11K), mostly in Georgia. 32% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $247,600
- +8.9% vs 2024
- Grants made (2025)
- 22
- -8.3% vs 2024
- Average grant
- $11,255
- +18.8% vs 2024
- Median grant
- $4,300
- Total assets
- $3,995,600
- +5.6% vs 2024
- New grantees (estimate)
- 32% first-time grantees (7 of 22, 2025; small sample)
- Primary geography
- Georgia (82% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Berman Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations.
- Contact
Mailing address: 2660 Peachtree Road Nw Unit 20A, Atlanta, GA 30305
Phone: (404) 262-2181
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Berman Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Jewish Home Life Communities ($100K). Together the top 10 received $213K.
Grant Size Distribution
126 grants across all recorded years
The most common grant size was under $50K: 122 grants of 126 (97%).
Geographic Focus
Where this funder awards grants
In 2025, 82% of grant dollars went to recipients in Georgia, 14% to New York, 2% to Indiana, and 2% to Louisiana.
Grant Distribution by State
Share of 2025 grant dollars across all 22 itemized grants.
Cities
Is The Berman Charitable Trust open to new grantees?
32%
first-time grantees, 2025
In 2025, 7 of 22 grantees (32%) were first-time recipients. With only 22 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $5K; repeat grants $14K. How we count
Medians: $3K first-time, $5K repeat.
- 64% of 2025 grantees were also funded in 2024. Method
- Giving grew 35% from 2022 to 2025. Method
- In 2025 it paid out 86% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $184K (2022) to $256K (2023). In 2025 it made 22 grants totaling $248K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Home Life Communities Atlanta, GA | Annual Contribution. | $100,000 |
| Central Conference of American Rabbis New York, NY | Annual Contribution. | $30,000 |
| Jewish Federation of Greater Atlanta Atlanta, GA | Annual Contribution. | $25,000 |
| American Jewish Committee Atlanta, GA | Annual Contribution. | $18,000 |
| YWCA of Greater Atlanta Atlanta, GA | Annual Contribution. | $15,000 |
| Emory Gadrc Atlanta, GA | Annual Contribution. | $5,000 |
| In the City Camp Atlanta, GA | Annual Contribution. | $5,000 |
| Notre Dame University Notre Dame, IN | Annual Contribution. | $5,000 |
| Tulane University New Orleans, LA | Annual Contribution. | $5,000 |
| Itrek New York, NY | Annual Contribution. | $5,000 |
Ready to take the next step with The Berman Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,995,600 | $515,120 | $290,925 | $247,600 | 22 | $248,625 | $365,085 | $289,148 |
| 2024 | $3,784,414 | $391,114 | $266,997 | $227,280 | 24 | $230,043 | $354,160 | $247,053 |
| 2023 | $3,660,297 | $387,443 | $283,006 | $256,200 | 22 | $256,200 | $54,306 | $229,823 |
| 2022 | $3,614,902 | $146,310 | $224,441 | $183,890 | 37 | $185,690 | $87,559 | $262,168 |
| 2021 | $3,693,033 | $457,627 | $230,747 | $209,000 | 21 | — | $250,246 | $213,044 |
Under IRS private-foundation payout rules, The Berman Charitable Trust reported a distributable amount of $289K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants include support for Jewish organizations and organizations working in areas such as elder care, children’s programming, health care, rehabilitation, and film.
Grantees describe their own work in varied terms. Jewish Home Life Communities says it provides care and services for older adults and people with disabilities in a manner consistent with Jewish values. In the City Camp says it operates a Jewish summer day camp for children ages 5 to 14. Atlanta Jewish Film Society says it uses Jewish film to foster social and cultural understanding. Shepherd Center Foundation says it supports Shepherd Center through community awareness, private financial support for patient services, and volunteer involvement.
Grantmaking
In filing year 2025, the trust reported 22 grants totaling $247,600. Grants ranged from $2,500 to $100,000, with a median grant of $4,300. The largest listed awards included:
The listed grant purposes were “annual contribution.”
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists these trustees: Stephen M Berman, Calma A Berman, Justin F Berman, Alyza B Milrad, and Lila B Fair.
The Berman Charitable Trust's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Alyza B. Milrad
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Calma A. Berman
Trustee
On filings since 2021
1 hr/week
No compensation reported
Justin F. Berman
Trustee
On filings since 2021
1 hr/week
No compensation reported
Lila B. Fair
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Stephen M. Berman
Trustee
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Berman Charitable Trust
How much does The Berman Charitable Trust give each year?
The Berman Charitable Trust gave $248K across 22 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $227K across 24 grants.
What is The Berman Charitable Trust's typical grant size?
The Berman Charitable Trust's median grant in 2025 was $4,300, and its average grant was $11,255, across 22 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Berman Charitable Trust that year got $5K on average.
Where does The Berman Charitable Trust give grants?
The Berman Charitable Trust gives mostly in Georgia: 82% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (14%). The most frequent recipient cities were Atlanta, GA (18 grants) and New York, NY (2 grants).
Does The Berman Charitable Trust give general operating support?
Not in 2025: none of the 22 grants with a stated purpose on The Berman Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Annual Contribution." (22 grants).
Who are The Berman Charitable Trust's largest grantees?
The Berman Charitable Trust's largest 2025 grantees include Jewish Home Life Communities ($100,000), Central Conference of American Rabbis ($30,000) and Jewish Federation of Greater Atlanta ($25,000), according to its 2025 IRS Form 990-PF. Together they received 63% of its itemized 2025 grant dollars.
How large is The Berman Charitable Trust?
The Berman Charitable Trust reported $4.0M in total assets on its 2025 IRS Form 990-PF. It paid out $249K in qualifying distributions that year, against a required minimum of $289K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Berman Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants include support for Jewish organizations and organizations working in areas such as elder care, children’s programming, health care, rehabilitation, and film. See mission & focus areas ↑
How do I apply for a grant from The Berman Charitable Trust?
The trust does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Berman Charitable Trust's EIN?
The Berman Charitable Trust's EIN (Employer Identification Number) is 58-6195209. IRS Form 990 filing data is available on this page for 2021–2025.
Does The Berman Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). The Berman Charitable Trust funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/the-berman-charitable-trust-morg_a03b64431f4d4dbda7668d8d0fe92ec7
BibTeX
@misc{grantable_586195209_2026,
author = {{Grantable}},
title = {{The Berman Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-berman-charitable-trust-morg_a03b64431f4d4dbda7668d8d0fe92ec7},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Berman Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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