BERMAN CHARITABLE TRUST
Cite this
Plain text BERMAN CHARITABLE TRUST. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/berman-charitable-trust-586195209. Retrieved 2026-11-02.
APA furp.org. (n.d.). BERMAN CHARITABLE TRUST [Nonprofit organization profile; tax years 2020–2024]. Retrieved November 2, 2026, from https://furp.org/org/berman-charitable-trust-586195209
MLA “BERMAN CHARITABLE TRUST.” furp.org, tax years 2020–2024, https://furp.org/org/berman-charitable-trust-586195209. Accessed 2 Nov. 2026.
Retrieved 2026-11-02; covers tax years 2020–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $515K · expenses $291K · assets $4.0M
- EIN
- 58-6195209
- Address
- 2660 PEACHTREE RD NW APT 20A, ATLANTA, GA 30305-3678
- NTEE code
- -
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (trust)
- Ruling date
- March 1986 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 5 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
5 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Calma A Berman | TRUSTEE | 2020-2024 | 1 | $0 reported | 2 |
| Stephen M Berman | TRUSTEE | 2020-2024 | 1 | $0 reported | 1 |
| Justin F Berman | TRUSTEE | 2020-2024 | 1 | $0 reported | 1 |
| Alyza B Milrad | TRUSTEE | 2020-2024 | 0 | $0 reported | 1 |
| Lila B Fair | TRUSTEE | 2020-2024 | 0 | $0 reported | 1 |
People by year
2024 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN M BERMAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| CALMA A BERMAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| JUSTIN F BERMAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ALYZA B MILRAD | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| LILA B FAIR | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2023 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN M BERMAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| CALMA A BERMAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| JUSTIN F BERMAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ALYZA B MILRAD | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| LILA B FAIR | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2022 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN M BERMAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| CALMA A BERMAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| JUSTIN F BERMAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ALYZA B MILRAD | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| LILA B FAIR | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2021 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN M BERMAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| CALMA A BERMAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| JUSTIN F BERMAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ALYZA B MILRAD | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| LILA B FAIR | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2020 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN M BERMAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| CALMA A BERMAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| JUSTIN F BERMAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ALYZA B MILRAD | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| LILA B FAIR | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 22 grants to organizations · $248K
2023 · 24 grants to organizations · $227K
2022 · 22 grants to organizations · $256K
2021 · 37 grants to organizations · $184K
2020 · 21 grants to organizations · $209K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2024 · 1 contributor · $108K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | CALMA A BERMAN | Person | ATLANTA, GA | $107,735 | $107,735 | Form 990PF Sch. B, 2024 · filing |
2022 · 5 contributors · $357K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 4 | THE CALMA & STEPHEN BERMAN CRT | Organization or other | ATLANTA, GA | $185,409 | $185,409 | Form 990PF Sch. B, 2022 · filing |
| 5 | C&S MANAGEMENT COMPANY II LLC | Organization or other | ATLANTA, GA | $79,906 | $79,906 | Form 990PF Sch. B, 2022 · filing |
| 1 | STEPHEN M BERMAN | Person | ATLANTA, GA | $55,000 | - | Form 990PF Sch. B, 2022 · filing |
| 2 | CALMA A BERMAN | Person | ATLANTA, GA | $25,000 | - | Form 990PF Sch. B, 2022 · filing |
| 3 | THE CALMA & STEPHEN BERMAN CRT | Organization or other | ATLANTA, GA | $11,426 | - | Form 990PF Sch. B, 2022 · filing |
2021 · 1 contributor · $20K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | ALYZA B MILRAD | Person | SANDY SPRINGS, GA | $20,000 | - | Form 990PF Sch. B, 2021 · filing |
2020 · 1 contributor · $186K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | STEPHEN M BERMAN | Person | ATLANTA, GA | $185,634 | $185,634 | Form 990PF Sch. B, 2020 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $515,120 | $290,925 | $3,995,600 | $3,995,600 | $107,735 | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $391,114 | $266,997 | $3,784,414 | $3,784,414 | - | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $387,443 | $283,006 | $3,660,297 | $3,660,297 | $356,741 | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $146,310 | $224,441 | $3,614,902 | $3,614,902 | $20,000 | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $457,627 | $230,747 | $3,693,033 | $3,693,033 | $185,634 | - | $0 | - | - |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- ABROMS CHARITABLE FOUNDATION INC Mountain Brk, AL · 1 person in common (Calma A Berman)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| BRANNAN CHARITABLE TRUST | OK | Not reported | $278,655 | $49,054 | TRUSTEE | $0 | Similar name, revenue within 2x |
| GERSHMAN CHARITABLE TRUST | MO | Not reported | $302,703 | $480,589 | TRUSTEE | $0 | Similar name, revenue within 2x |
| L E CHARITABLE TRUST | NY | Not reported | $601,249 | $568,604 | TRUSTEE | $0 | Similar name, revenue within 2x |
| HARMAN FAMILY CHARITABLE TRUST | MO | Not reported | $917,942 | $901,738 | TRUSTEE | $76,349 | Similar name, revenue within 2x |
| PARK CHARITABLE TRUST | NY | T20 | $1,025,728 | $516,165 | TRUSTEE | $0 | Similar name, revenue within 2x |
| MANTHEI CHARITABLE TRUST | MI | Not reported | $342,718 | $310,148 | TRUSTEE | $0 | Similar name, revenue within 2x |
| F M BERNARDIN CHARITABLE TRUST | TX | Not reported | $566,284 | $337,183 | TRUSTEE | $62,970 | Similar name, revenue within 2x |
| ROBEY CHARITABLE TRUST | CT | B82 | $524,611 | $544,757 | OFFICER | $48,000 | Similar name, revenue within 2x |
| TRAMIEL CHARITABLE TRUST | CA | T20 | $541,161 | $277,067 | CO-TRUSTEE | $0 | Similar name, revenue within 2x |
| PAINE CHARITABLE TRUST | TX | Not reported | $601,583 | $311,803 | TRUSTEE, | $63,528 | Similar name, revenue within 2x |
| MAZEL CHARITABLE TRUST | NY | T22 | $622,501 | $660,432 | TRUSTEE | $0 | Similar name, revenue within 2x |
| DALAL CHARITABLE TRUST | CA | T22 | $309,071 | $45,317 | TRUSTEE | $0 | Similar name, revenue within 2x |
| GEHRY CHARITABLE TRUST | CA | T20 | $292,621 | $155,831 | TRUSTEE | $0 | Similar name, revenue within 2x |
| PHILIP T BEE CHARITABLE TRUST | TX | T22 | $336,056 | $403,044 | TRUSTEE | $0 | Similar name, revenue within 2x |
| MORRIS CHARITABLE TRUST | PA | Not reported | $492,247 | $162,650 | trustee | $0 | Similar name, revenue within 2x |
| RHODES CHARITABLE TRUST | CA | T20 | $444,262 | $402,413 | Trustee | $0 | Similar name, revenue within 2x |
| WRIGHT CHARITABLE TRUST | TN | Not reported | $413,934 | $255,188 | Trustee | $0 | Similar name, revenue within 2x |
| GARIOCH CHARITABLE TRUST | TX | T23 | $710,000 | $436,221 | Director | $0 | Similar name, revenue within 2x |
| VALLEY CHARITABLE TRUST | DE | T20 | $954,846 | $511,489 | Trustee | $67,761 | Similar name, revenue within 2x |
| NALLEY CHARITABLE TRUST | SC | Not reported | $274,294 | $150,365 | CHAIRMAN | $0 | Similar name, revenue within 2x |
| FARLEY CHARITABLE TRUST | WI | Not reported | $270,627 | $219,450 | TRUSTEE | $49,729 | Similar name, revenue within 2x |
| ROBERT B RICE CHARITABLE TRUST | IL | T99 | $394,201 | $199,003 | TRUSTEE | $10,051 | Similar name, revenue within 2x |
| HERMAN & HELEN LIPSITZ CHARITABLE TRUST | PA | Not reported | $418,767 | $607,609 | TRUSTEE | $0 | Similar name, revenue within 2x |
| DAWKINS CHARITABLE TRUST | WA | Not reported | $412,787 | $4,011,095 | CO-TRUSTEE | $13,708 | Similar name, revenue within 2x |
| MERKLEY CHARITABLE TRUST | OH | Not reported | $404,410 | $259,308 | TRUSTEE | $66,432 | Similar name, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $290,925 spent · pay $0 · grants $247,600 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $247,600 | 85.1% | |
| Fees: other professional | $28,885 | 9.9% | |
| Taxes | $10,339 | 3.6% | |
| Fees: accounting | $4,100 | 1.4% | |
| Other expenses | $1 | 0.0% | |
| Total | $290,925 | 100% |
2023 · Form 990PF · $266,997 spent · pay $0 · grants $227,280 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $227,280 | 85.1% | |
| Fees: other professional | $24,677 | 9.2% | |
| Fees: accounting | $11,050 | 4.1% | |
| Taxes | $3,855 | 1.4% | |
| Other expenses | $135 | 0.1% | |
| Total | $266,997 | 100% |
2022 · Form 990PF · $283,006 spent · pay $0 · grants $256,200 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $256,200 | 90.5% | |
| Fees: other professional | $24,098 | 8.5% | |
| Taxes | $2,708 | 1.0% | |
| Total | $283,006 | 100% |
2021 · Form 990PF · $224,441 spent · pay $0 · grants $183,890 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $183,890 | 81.9% | |
| Fees: other professional | $30,652 | 13.7% | |
| Fees: accounting | $6,900 | 3.1% | |
| Taxes | $2,919 | 1.3% | |
| Other expenses | $80 | 0.0% | |
| Total | $224,441 | 100% |
2020 · Form 990PF · $230,747 spent · pay $0 · grants $209,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $209,000 | 90.6% | |
| Fees: other professional | $18,193 | 7.9% | |
| Taxes | $3,554 | 1.5% | |
| Total | $230,747 | 100% |
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