Sol & Naomi Berman Charitable Foundation

Pottstown, PA
Tax-exempt since Oct. 1965
EIN: 23-6289693

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$40.4k (2024)

Expenses

$22.7k (2024)

Total Assets

$150k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$40,426

Expenses

$22,737

Net Income

$17,689

Net Assets

$149,720

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,047	5.1%
Sales of Assets	$38,379	94.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,750	69.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$149,720
Total Liabilities	$0
Net Assets	$149,720

Compensation

Key Employees and Officers	Compensation	Other
Allen S Berman (President)	$0	$0

990-PF

Filed on July 16, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$5,588

Expenses

$13,474

Net Income

-$7,886

Net Assets

$149,577

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,631	29.2%
Sales of Assets	$3,957	70.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,100	60.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$149,577
Total Liabilities	$0
Net Assets	$149,577

Compensation

Key Employees and Officers	Compensation	Other
Allen S Berman (President)	$0	$0

990-PF

Filed on July 17, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$15,781

Expenses

$41,824

Net Income

-$26,043

Net Assets

$131,174

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,604	10.2%
Sales of Assets	$14,177	89.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,200	55.5%
Compensation of Officers*	$1,577	3.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$131,174
Total Liabilities	$0
Net Assets	$131,174

Compensation

Key Employees and Officers	Compensation	Other
Allen S Berman (President)	$1,577	$0

990-PF

Filed on June 5, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$85,541

Expenses

$42,543

Net Income

$42,998

Net Assets

$181,758

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,453	7.5%
Sales of Assets	$79,088	92.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$40,107	94.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$181,758
Total Liabilities	$0
Net Assets	$181,758

Compensation

Key Employees and Officers	Compensation	Other
Allen S Berman (President)	$40,107	$0

990-PF

Filed on July 29, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$11,795

Expenses

$38,332

Net Income

-$26,537

Net Assets

$177,194

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,348	36.9%
Sales of Assets	$7,447	63.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$35,400	92.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$177,194
Total Liabilities	$0
Net Assets	$177,194

Compensation

Key Employees and Officers	Compensation	Other
Allen S Berman (President)	$35,400	$0

990-PF

Filed on May 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$3,217

Expenses

$18,970

Net Income

-$15,753

Net Assets

$191,569

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$54	1.7%
Dividends	$5,987	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$15,903	83.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$191,570
Total Liabilities	$1
Net Assets	$191,569

Compensation

Key Employees and Officers	Compensation	Other
Allen S Berman (President)	$15,903	$0

990-PF

Filed on Nov. 6, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$7,820

Expenses

$18,926

Net Income

-$11,106

Net Assets

$162,106

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$40	0.5%
Dividends	$9,174	> 100%
Sales of Assets	-$1,394
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,800	62.3%
Compensation of Officers*	$1,000	5.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$162,106
Total Liabilities	$0
Net Assets	$162,106

Compensation

Key Employees and Officers	Compensation	Other
Allen S Berman (President)	$1,000	$0

990-PF

Filed on Nov. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$34,671

Expenses

$21,030

Net Income

$13,641

Net Assets

$191,716

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22	0.1%
Dividends	$9,579	27.6%
Sales of Assets	$25,070	72.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,205	67.5%
Compensation of Officers*	$500	2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$191,716
Total Liabilities	$0
Net Assets	$191,716

Compensation

Key Employees and Officers	Compensation	Other
Allen S Berman (President)	$500	$0

990-PF

Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$22,610

Expenses

$21,204

Net Income

$1,406

Net Assets

$208,374

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$9,230	40.8%
Sales of Assets	$13,378	59.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,700	59.9%
Compensation of Officers*	$2,390	11.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$208,374
Total Liabilities	$0
Net Assets	$208,374

Compensation

Key Employees and Officers	Compensation	Other
Allen S Berman (President)	$2,390	$0

990-PF

Filed on July 13, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$25,636

Expenses

$55,921

Net Income

-$30,285

Net Assets

$202,916

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$7,238	28.2%
Sales of Assets	$18,396	71.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,700	26.3%
Compensation of Officers*	$33,114	59.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$202,916
Total Liabilities	$0
Net Assets	$202,916

Compensation

Key Employees and Officers	Compensation	Other
Allen S Berman (President)	$33,114	$0

990-PF

Filed on May 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$39,266

Expenses

$61,545

Net Income

-$22,279

Net Assets

$277,660

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18	0.0%
Dividends	$8,986	22.9%
Sales of Assets	$30,262	77.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,900	22.6%
Compensation of Officers*	$31,602	51.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$277,660
Total Liabilities	$0
Net Assets	$277,660

Compensation

Key Employees and Officers	Compensation	Other
Allen S Berman (President)	$31,602	$0

990-PF

Filed on March 25, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$33,375

Expenses

$26,435

Net Income

$6,940

Net Assets

$306,291

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$8,520	25.5%
Sales of Assets	$24,854	74.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,505	24.6%
Compensation of Officers*	$15,883	60.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$306,291
Total Liabilities	$0
Net Assets	$306,291

Compensation

Key Employees and Officers	Compensation	Other
Allen S Berman (President)	$15,883	$0

990-PF

Filed on May 28, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$17,751

Expenses

$46,220

Net Income

-$28,469

Net Assets

$252,595

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$10,006	56.4%
Sales of Assets	$7,742	43.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,128	37.1%
Compensation of Officers*	$25,295	54.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$252,595
Total Liabilities	$0
Net Assets	$252,595

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

Expenses

Net Income

Net Assets

$281,673

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$281,674
Total Liabilities	$1
Net Assets	$281,673

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Sol & Naomi Berman Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $40.4k (2024)

Expenses $22.7k (2024)

Total Assets $150k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$40.4k (2024)

Expenses

$22.7k (2024)

Total Assets

$150k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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