Berman Charitable Foundation

POTTSTOWN, PA EIN: 23-6239058

Financial Overview

From 2025 IRS Form 990-PF

Total Assets

$337K

-1.5% YoY

Annual Giving

$22K

+10.3% YoY

Grant Count

3

-25.0% YoY

Avg Grant Size

$7K

+47.0% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$11K$23K$34K$46K20212022202320242025
Metric202520242023
Total Assets$336,913$341,884$344,617
Revenue$19,221$18,949$23,104
Expenses$24,192$21,682$2,845
Qualifying Distributions$21,500$19,500
Net Investment Income$16,529$16,767$20,259
Distributable Amount$14,906$14,270$14,060

Giving Over Time

Total grant dollars and number of grants per year

$0$8K$17K$25K$34K1 grants20212 grants20220 grants20234 grants20243 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

THE HILL SCHOOL$17KTHE AGNES IRWIN SCHOOL$3KST TIMOTHY'S SCHOOL$2K

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Berman Charitable Foundation fund?

Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
JENNIFER B SCOTESEPRESIDENT/TREASURER0.5
ROBERT V SCOTESEVICE PRESIDENT0.5
JOSEPH S SCOTESE JRSECRETARY0.5

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

Cities

PottstownRosemontStevenson

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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