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Georgia · 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 FY2025(still arriving)
22
Grants FY2025
19
Organizations funded FY2024
42%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$5,000
Largest grant, FY2025
$100,000
Organizations funded a year
11 to 19
FY2021 to FY2024
States reached, FY2025
4
Total assets, FY2025
$4.0M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 42% of the organizations The Berman Charitable Trust funded were first-time grantees, receiving 13% of its grant dollars.

New vs renewed · share of each year

In FY2024, 87% of grant dollars renewed an existing relationship; $26k went to new ones.

50%100%’22’23’24
RenewedFirst-time

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

’22’23’24
EducationArts & CultureHuman ServicesPhilanthropyYouth DevelopmentReligionOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving20$218k35%
FY202419$210k42%
FY202317$237k35%
FY202219$165k47%
FY202111$197kn/a
97% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2021 to 2025.

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

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

NY
IN
NJ
CT
MD
LA
AL
GA

Top grantees

Largest recipients by total granted, FY2021 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Jewish Home Life Communities Inc$504,50051%
Central Conference of American Rabbis$100,0003n/a
American Jewish Committee$76,00050%
Temple Sinai Inc$32,2404n/a
American Alumni of Glasgow University$30,00012%
Piedmont Healthcare Foundation Inc$26,00050%
Museum of the Southern Jewish Experience$25,00021%
The Administrators of the Tulane Educational Fund$22,50040%
The Alfred and Adele Davis Academy Inc$15,00040%
The Grady Health Foundation Inc$15,00010%
Show all 31 grantees

What it could do for these grantees

Plus 10 recipients with no EIN on record ($82k), not named here.

Where it is load-bearing

The Berman Charitable Trust supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 24 largest grantees; load-bearing ones sit top left.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's 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 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 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 budgetShepherd Center Foundation Inc: $5,000 over 1y, 26% of budgetAssociation of Jewish Aging Services: $5,000 over 1y, 0.4% 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 budgetMarcus Jewish Community Center of Atlanta Inc: $5,000 over 1y, 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 budgetJewish Educational Loan Fund Inc: $2,500 over 1y, 0.1% of budgetChris 180 Inc: $2,500 over 2y, 0.0% 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

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 24.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: 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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare The Berman Charitable Trust with peer funders

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.

About The Berman Charitable Trust

How much does The Berman Charitable Trust give?
The Berman Charitable Trust reported 22 grants totaling $247,600 in its FY2025 IRS filing. It funded between 11 and 19 organizations a year over FY2021 to FY2024.
What does The Berman Charitable Trust fund?
By grant dollars over FY2021 to FY2025, its largest causes are Human Services (47%), Religion (14%), Education (10%).
Who are The Berman Charitable Trust's largest grantees?
By total granted over FY2021 to FY2025: Jewish Home Life Communities Inc ($505k), Central Conference of American Rabbis ($100k), American Jewish Committee ($76k).
Does The Berman Charitable Trust fund new organizations?
In FY2024, 42% of the organizations it funded were first-time grantees.
Does The Berman Charitable Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as The Berman Charitable Trust?
Its strongest co-funders, measured against what their size predicts, include Luci and Stan Sunshine Family Foundation, The Engel Foundation Inc, The Selig Foundation Inc.
Where is The Berman Charitable Trust based?
The Berman Charitable Trust is based in GA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 44 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its 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.

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

Source object · view filing

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