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Berman Charitable Trust is a private trust based in ATLANTA, GA. The foundation received its IRS ruling in 1986. It holds total assets of $4M. Annual income is reported at $1.2M. Total assets have grown from $2.4M in 2011 to $3.8M in 2023. The foundation is governed by 5 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2021 to 2024. Grantmaking is concentrated in Georgia. According to available records, Berman Charitable Trust has made 68 grants totaling $740K, with a median grant of $5K. Annual giving has decreased from $512K in 2023 to $227K in 2024. Individual grants have ranged from $1K to $80K, with an average award of $11K. The foundation has supported 29 unique organizations. The foundation primarily supports organizations in Georgia, New York, Connecticut, which account for 84% of all grants. Grantmaking reaches organizations across 8 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$500
Median Grant
$4K
Average Grant
$10K
Largest Grant
$100K
Based on 21 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Berman Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 68 grants. Its grantmaking reaches organizations primarily in GA, NY, CT.
Berman Charitable Trust has distributed a total of $740K across 68 grants. The median grant size is $5K, with an average of $11K. Individual grants have ranged from $1K to $80K.
Berman Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Berman Charitable Trust is headquartered in ATLANTA, GA. While based in GA, the foundation distributes grants to organizations across 8 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Lila B Fair | TRUSTEE | $0 | $0 | N/A |
| Alyza B Milrad | TRUSTEE | $0 | $0 | N/A |
| Justin F Berman | TRUSTEE | $0 | $0 | N/A |
| Calma A Berman | TRUSTEE | $0 | $0 | N/A |
| Stephen M Berman | TRUSTEE | $0 | $0 | N/A |
Total Giving
$267K
Total Assets
$3.8M
Fair Market Value
$5.6M
Net Worth
$3.8M
Grants Paid
$227K
Contributions
N/A
Net Investment Income
$354K
Distribution Amount
$247K
Total: $3.7M
Total Grants
68
Total Giving
$740K
Average Grant
$11K
Median Grant
$5K
Unique Recipients
29
Most Common Grant
$3K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Jewish Home Life CommunitiesANNUAL CONTRIBUTION. | Atlanta, GA | $75K | 2024 |
| Central Conference Of American RabbisANNUAL CONTRIBUTION. | New York, NY | $20K | 2024 |
| American Jewish CommitteeANNUAL CONTRIBUTION. | Atlanta, GA | $15K | 2024 |
| Jewish Federation Of Greater AtlantaANNUAL CONTRIBUTION. | Atlanta, GA | $12K | 2024 |
| Temple SinaiANNUAL CONTRIBUTION. | Atlanta, GA | $5K | 2024 |
| Atlanta Jewish Film Society IncANNUAL CONTRIBUTION. | Atlanta, GA | $5K | 2024 |
| Emory GadrcANNUAL CONTRIBUTION. | Atlanta, GA | $5K | 2024 |
| Association Of Jewish Aging ServicesANNUAL CONTRIBUTION. | Rockville, MD | $5K | 2024 |
| In The City CampANNUAL CONTRIBUTION. | Atlanta, GA | $5K | 2024 |
| Marcus Jcc Of AtlantaANNUAL CONTRIBUTION. | Atlanta, GA | $5K | 2024 |
| Notre Dame UniversityANNUAL CONTRIBUTION. | Notre Dame, IN | $5K | 2024 |
| Jewish Women'S Fund Of AtlantaANNUAL CONTRIBUTION. | Atlanta, GA | $3K | 2024 |
| Piedmont Healthcare FoundationANNUAL CONTRIBUTION. | Atlanta, GA | $3K | 2024 |
| Tulane UniversityANNUAL CONTRIBUTION. | New Orleans, LA | $3K | 2024 |
| The Galloway SchoolANNUAL CONTRIBUTION. | Atlanta, GA | $3K | 2024 |
| Pace AcademyANNUAL CONTRIBUTION. | Atlanta, GA | $3K | 2024 |
| Davis AcademyANNUAL CONTRIBUTION. | Atlanta, GA | $3K | 2024 |
| Jf&CsANNUAL CONTRIBUTION. | Atlanta, GA | $3K | 2024 |
| Hillels Of GeorgiaANNUAL CONTRIBUTION. | Atlanta, GA | $2K | 2024 |
| The Epstein SchoolANNUAL CONTRIBUTION. | Atlanta, GA | $1K | 2024 |
| The William Breman Jewish HomeANNUAL CONTRIBUTION. | Atlanta, GA | $1K | 2024 |
| American Alumni Of Glasgow UniversityANNUAL CONTRIBUTION. | Milford, CT | $30K | 2023 |
| Museum Of The Southern Jewish ExperienceANNUAL CONTRIBUTION. | New Orleans, LA | $20K | 2023 |
| Atlanta Jewish Film FestivalANNUAL CONTRIBUTION. | Atlanta, GA | $5K | 2023 |
| JewbelongANNUAL CONTRIBUTION. | Upper Montclair, NJ | $5K | 2023 |