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· Private foundation

The Berman Charitable Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$248k
Granted FY2025still arriving
22
Grants FY2025still arriving
4
States reached
$100k
Largest
01What you fund
0197% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20212025.

Human Services$530kReligion$156kEducation$113kPhilanthropy$98kCivil Rights$76kArts & Culture$62kHealth$51kYouth Development$15kOther$0
02FY2025 · 22 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • Under $10k17 grants · $60k
  • $10k–50k4 grants · $88k
  • $50k–250k1 grant · $100k
$5,000
Median grant
4
States reached
$4.0M
Total assets
Largest grants
RecipientAmount
JEWISH HOME LIFE COMMUNITIES$100,000
CENTRAL CONFERENCE OF AMERICAN RABBIS$30,000
JEWISH FEDERATION OF GREATER ATLANTA$25,000
AMERICAN JEWISH COMMITTEE$18,000
YWCA OF GREATER ATLANTA$15,000
SHEPHERD CENTER FOUNDATION$5,000
ITREK$5,000
TULANE UNIVERSITY$5,000
Individual grant recipient$5,000
IN THE CITY CAMP$5,000
NOTRE DAME UNIVERSITY$5,000
ATLANTA JEWISH FILM SOCIETY INC$3,600
THE BREMAN MUSEUM$3,500
DAVIS ACADEMY$2,500
FEMINIST WOMEN'S HEALTH CENTER$2,500
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY21–24, $16k) land where the poverty rate runs at 12%, against an area that typically sits at 11%. 69% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 11%ASSOCIATION OF JEWISH AGING SERVICES: $5k → 8%MARCUS JCC OF ATLANTA: $5k → 14%JEWISH FAMILY & CAREER SERVICES: $3k → 14%JEWISH FAMILY & CAREER SERVICES: $1k → 14%CHRIS 180: $2k → 14%CHRIS 180: $1k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

NY
IN
NJ
CT
MD
LA
AL
GA

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

88%of every dollar goes to organizations you’ve funded before.
$906k · 20 repeat orgs$120k to everyone else

20 repeat relationships — 13 still active in FY2025, 7 since wound down; 7 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

20
14

Total granted

$906k
$85k

Median revenue growth · since first grant

+8%
+8%

Still filing today

60%
71%

New vs renewed · share of each year

In FY2025, 84% of grant dollars renewed an existing relationship; $35k went to new ones.

50%100%’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23’24’25
EducationHuman ServicesArts & CultureHealthPhilanthropyCrime & LegalOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • AMERICAN JEWISH COMMITTEE
    5× · 2021–2025 · $76k · revenue +111%
  • MO
    MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE
    2× · 2022–2023 · $25k · revenue +172%
  • TA
    THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND
    4× · 2021–2025 · $23k · revenue +25%

Funded once

  • AA
    AMERICAN ALUMNI OF GLASGOW UNIVERSITY
    one grant, 2023 · $30k · revenue -12%
  • TG
    THE GRADY HEALTH FOUNDATION INCgraduated
    one grant, 2022 · $15k · revenue +161%
  • MJ
    MARCUS JEWISH COM CENTER OF ATLANTA
    one grant, 2022 · $7k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Atlanta Jewish Academy Inc

Atlanta jewish academy is a college preparatory, co-educational, preschool-12th grade, independent jewish day school, guided by modern orthodox values and principles. we embody the ideals of community, tradition, individual development and…

Education
2
The Felicia Penzell Weber Jewish Community High School Inc

The weber school prepares its students for success in college and in life, inspiring them to be knowledgeable, thinking, responsible jewish adults, by weaving together: the pursuit of academic excellence; a commitment to jewish values, the…

Education
3
Hebrew College

Promotes excellence in jewish learning & leadership within a pluralistic environment. see sch ohebrew college promotes excellence in jewish learning and leadership within a pluralistic environment of open inquiry, intellectual rigor,…

Education
4
The Jewish Museum

The mission of the jewish museum is to collect, preserve, exhibit and interpret art and jewish culture. see schedule o for more information.

Arts & Culture
5
The Academy for Jewish Religion

The academy for jewish religion serves the needs of the jewish people by ordaining rabbis and cantors and training leaders. we affirm our commitment to a vibrant and inclusive jewish pluralism; to an interweaving of sacred texts, critical…

6
The Jewish Agency for Israel

The jewish agency binds jews across ideologies and civilizations together in a worldwide jewish family with israel at its center. it provides the global framework for aliyah, ensures global jewish safety, strengthens jewish identity and…

7
Abraham Joshua Heschel Day School

Abraham joshua heschel day school cultivates students' natural sense of wonder into an exceptionally rich education that encourages critical thinking, creativity, and compassion. in partnership with our families, we inspire our students to…

8
Albert Einstein College of Medicine

Committed to exceptional healthcare quality for all and actively engaged with our community, einstein drives scientific discovery and educates compassionate leaders in health and science.

Education
9
Hillel At the George Washington University Inc

The mission of gw hillel is to provide an open, warm, and pluralistic environment in which students can shape their college experience by connecting socially, culturally, and spiritually to their judaism. hillel aims to foster students'…

10
San Diego Jewish Academy

San Diego Jewish Academy empowers each student to learn for life, guided by Jewish values and rooted in strength of community.

Education
11
Jewish Senior Life

To enhance the quality of life, health, and well-being of jewish older adults, their families, and others in our community, consistent with the values and traditions of our jewish heritage.

Religion
12
Abraham Joshua Heschel School

The abraham joshua heschel school is an independent jewish day school which includes students from a wide range of jewish backgrounds, practices and beliefs. (see schedule o for continuation)

Education

For reference, the grantee most central to the portfolio’s shape is The Grady Health Foundation Inc and the most unlike its peers is University of Notre Dame du Lac. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

Your grantees are a median of 42 years old; the field is 13. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number24%0%<5yr15%9%5–10yr21%18%10–20yr19%21%20–35yr11%21%35–55yr10%30%55yr+
THE FIELDby orgYOUR MONEYby value24%0%<5yr15%5%5–10yr21%63%10–20yr19%5%20–35yr11%6%35–55yr10%21%55yr+

The field is 24% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 16% of the field you don’t fund.

orgs you fund
0.0%0/34
the rest of the field
16%
6,166/39,338

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

31 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 31 of the 44 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

1
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
31/31
Grantees still filing
18/31
Grew since you first funded

Where your money sits — by cause, then by grantee

Jewish Home Life Communities Inc — $504,500 · Housing & ShelterJewish Home Life Communities IncCENTRAL CONFERENCE OF AMERICAN RABBIS — $100,000 · OtherCENTRAL CONFERENCE OF AMERICA…TEMPLE SINAI INC — $32,240 · OtherTEMPLE SINAI INCYWCA OF GREATER ATLANTA — $15,000 · OtherATLANTA JEWISH FILM FESTIVAL — $15,000 · OtherIndividual grant recipient — $12,800 · OtherJEWISH WOMEN'S FUND OF ATLANTA — $12,000 · OtherUNION FOR REFORM JUDAISM — $11,800 · OtherTHE GALLOWAY SCHOOLS INC — $11,000 · OtherIN THE CITY CAMP INC — $10,000 · Other+18 more — $67,780 · Other+18 moreJEWISH FEDERATION OF GREATER ATLANTA INC — $75,500 · PhilanthropyJEWISH FE…THE GRADY HEALTH FOUNDATION INC — $15,000 · PhilanthropyTHE GRADY…SHEPHERD CENTER FOUNDATION INC — $5,000 · Philanthropy+1 more — $2,500 · PhilanthropyAMERICAN ALUMNI OF GLASGOW UNIVERSITY — $30,000 · EducationAMERICAN …THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND — $22,500 · EducationTHE ADMIN…University of Notre Dame du Lac — $20,000 · EducationUniversit…THE ALFRED AND ADELE DAVIS ACADEMY INC — $15,000 · EducationTHE ALFRE…PACE ACADEMY INC — $5,000 · Education+1 more — $3,000 · EducationAMERICAN JEWISH COMMITTEE — $76,000 · Civil RightsMUSEUM OF THE SOUTHERN JEWISH EXPERIENCE — $25,000 · Arts & CultureATLANTA JEWISH FILM SOCIETY INC — $8,600 · Arts & CultureATLANTA HISTORICAL SOCIETY INC — $1,750 · Arts & CulturePiedmont Healthcare Foundation Inc — $26,000 · HealthThe William Breman Jewish Home Inc — $1,000 · Health
Housing & Shelter$504,500Other$287,620Philanthropy$98,000Education$95,500Civil Rights$76,000Arts & Culture$35,350Health$27,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetJewish Home Life Communities Inc — $504,500 over 5y, 0.9% of budgetAMERICAN JEWISH COMMITTEE — $76,000 over 5y, 0.0% of budgetJEWISH FEDERATION OF GREATER ATLANTA INC — $75,500 over 5y, 0.0% of budgetAMERICAN ALUMNI OF GLASGOW UNIVERSITY — $30,000 over 1y, 1.9% of budgetPiedmont Healthcare Foundation Inc — $26,000 over 5y, 0.0% of budgetMUSEUM OF THE SOUTHERN JEWISH EXPERIENCE — $25,000 over 2y, 1.4% of budgetTHE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND — $22,500 over 4y, 0.0% of budgetUniversity of Notre Dame du Lac — $20,000 over 4y, 0.0% of budgetTHE ALFRED AND ADELE DAVIS ACADEMY INC — $15,000 over 4y, 0.0% of budgetTHE GRADY HEALTH FOUNDATION INC — $15,000 over 1y, 0.1% of budgetTHE GALLOWAY SCHOOLS INC — $11,000 over 5y, 0.0% of budgetIN THE CITY CAMP INC — $10,000 over 2y, 0.3% of budgetATLANTA JEWISH FILM SOCIETY INC — $8,600 over 2y, 0.1% of budgetMARCUS JEWISH COMMUNITY CENTER OF ATLANTA INC — $5,000 over 1y, 0.0% of budgetASSOCIATION OF JEWISH AGING SERVICES — $5,000 over 1y, 0.4% of budgetSHEPHERD CENTER FOUNDATION INC — $5,000 over 1y, 26% of budgetITREK INC — $5,000 over 1y, 0.0% of budgetJEWBELONG INC — $5,000 over 1y, 0.1% of budgetPACE ACADEMY INC — $5,000 over 2y, 0.0% of budgetJEWISH FAMILY & CAREER SERVICES INC — $3,700 over 2y, 0.0% of budgetN E MILES JEWISH DAY SCHOOL — $3,000 over 1y, 0.3% of budgetTHE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC — $2,500 over 1y, 0.0% of budgetCHRIS 180 INC — $2,500 over 2y, 0.0% of budgetJEWISH EDUCATIONAL LOAN FUND INC — $2,500 over 1y, 0.1% of budgetHillels of Georgia Inc — $1,800 over 1y, 0.1% of budgetATLANTA HISTORICAL SOCIETY INC — $1,750 over 1y, 0.0% of budgetThe William Breman Jewish Home Inc — $1,000 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Luci and Stan Sunshine Family FoundationGA24.2× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Luci and Stan Sunshine Family Foundation · The Engel Foundation Inc · The Selig Foundation Inc · The Marcus Foundation Inc · The Community Foundation for Greater Atlanta Inc · Hookeedoo Foundation Inc · Halpern-Oppenheimer Family Foundation · Henry and Etta Raye Hirsch Heritage Foundation Inc · V' Al Kol Yisrael Foundation Inc · Cooper Family Foundation Inc · The Allan & Melanie Nelkin Foundation Inc · The Frank Family Foundation Inc

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization The Berman Charitable Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 20%2%8%17%30%your share of their income ↑0%8%15%22%30%share of the org’s income from government
    no gov moneyreceives it· size = income
    2get no government money at all
    7report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–30%
    typical government reliance, FY2025

    Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to The Berman Charitable Trust?

    Find your warmest path to The Berman Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 44 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

    More from the funding graph