Berman Charitable Trust
Berman Charitable Trust is a private foundation based in Rockville, Maryland. In 2024, it gave $411,000 through nine grants to charitable organizations, including schools, religious education organizations, and other nonprofits.
Berman Charitable Trust at a glance
In short: Berman Charitable Trust gave $411K across 9 grants in 2024 (avg $46K), top state New Jersey. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $411,000
- -26.0% vs 2023
- Grants made (2024)
- 9
- +0.0% vs 2023
- Average grant
- $45,667
- -26.0% vs 2023
- Median grant
- $25,000
- Total assets
- $29,928,104
- -0.8% vs 2023
- Primary geography
- New Jersey (36% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to Berman Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 5410 Edson Lane 220, Rockville, MD 20852
Phone: (301) 816-1555
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Berman Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
The largest 2024 recipient was Aish Hatorah ($150K). Together the top 9 received $411K.
Grant Size Distribution
49 grants across all recorded years
The most common grant size was under $50K: 33 grants of 49 (67%).
Geographic Focus
Where this funder awards grants
In 2024, grant dollars went to recipients in New Jersey (36%), Maryland (33%), Virginia (18%), New York (6%), and California (6%).
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
Cities
How Berman Charitable Trust gives
- Giving fell 33% from 2021 to 2024. Method
- In 2024 it paid out 544% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $411K (2024) to $716K (2020). In 2024 it made 9 grants totaling $411K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Aish Hatorah Clifton, NJ | Charitable | $150,000 |
| Melvin J Berman Hebrew Academy Rockville, MD | Charitable | $105,000 |
| Allegheny Mountain Institute Staunton, VA | Charitable | $75,000 |
| Yeshiva of Greater Washington Silver Spring, MD | Charitable | $25,000 |
| Yeshiva Torah Vodaath Brooklyn, NY | Charitable | $25,000 |
| Anti-Defamation League Los Angeles, CA | Charitable | $20,000 |
| Alzheimer's Association Los Angeles, CA | Charitable | $5,000 |
| NER Israel Rabbinical College Baltimore, MD | Charitable | $5,000 |
| Yeshiva Beth Abraham of Jerusalem New York, NY | Charitable | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $29,928,104 | $2,309,349 | $640,779 | $411,000 | 9 | $411,000 | $2,266,266 | $75,505 |
| 2023 | $30,161,723 | $675,423 | $785,075 | $555,221 | 9 | $555,221 | $526,476 | $369,553 |
| 2022 | $30,636,625 | $1,492,816 | $919,524 | $616,000 | 9 | $616,000 | $1,238,222 | $483,011 |
| 2021 | $29,928,544 | $2,296,522 | $841,841 | $616,000 | 9 | $616,000 | $2,081,288 | $491,697 |
| 2020 | $30,182,453 | $1,080,739 | $936,298 | $716,000 | 13 | — | $763,116 | $550,931 |
Under IRS private-foundation payout rules, Berman Charitable Trust reported a distributable amount of $76K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2024 grants show support for organizations with varied missions. Melvin J. Berman Hebrew Academy describes itself as an Orthodox day school providing Jewish and secular education. Allegheny Mountain Institute says it works to cultivate healthy communities through food and education. Yeshiva of Greater Washington describes its work as Orthodox Jewish education, while Yeshiva Beth Abraham of Jerusalem says it assists a religious learning institution in Israel and operates religious services and learning.
Grantmaking
In 2024, the trust made nine grants totaling $411,000. Individual grants ranged from $1,000 to $150,000, with a median grant of $25,000. The largest awards were $150,000 to Aish HaTorah in Clifton, New Jersey; $105,000 to Melvin J. Berman Hebrew Academy in Rockville, Maryland; and $75,000 to Allegheny Mountain Institute in Staunton, Virginia. Other grants included $25,000 to Yeshiva of Greater Washington and $20,000 to the Anti-Defamation League.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Dennis Berman, Vicki Berman, Stephen L. Berman, and Larry P. Bormel as trustees.
Berman Charitable Trust's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Dennis Berman
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Larry P. Bormel
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Stephen L. Berman
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Vicki Berman
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Berman Charitable Trust
How much does Berman Charitable Trust give each year?
Berman Charitable Trust gave $411K across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $555K across 9 grants.
What is Berman Charitable Trust's typical grant size?
Berman Charitable Trust's median grant in 2024 was $25,000, and its average grant was $45,667, across 9 grants on its 2024 IRS Form 990-PF.
Where does Berman Charitable Trust give grants?
Berman Charitable Trust's top state is New Jersey, with 36% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Maryland (33%) and Virginia (18%). The most frequent recipient cities were Los Angeles, CA (2 grants).
Does Berman Charitable Trust give general operating support?
Not in 2024: none of the 9 grants with a stated purpose on Berman Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (9 grants).
Who are Berman Charitable Trust's largest grantees?
Berman Charitable Trust's largest 2024 grantees include Aish Hatorah ($150,000), Melvin J Berman Hebrew Academy ($105,000) and Allegheny Mountain Institute ($75,000), according to its 2024 IRS Form 990-PF. Together they received 80% of its itemized 2024 grant dollars.
How large is Berman Charitable Trust?
Berman Charitable Trust reported $29.9M in total assets on its 2024 IRS Form 990-PF. It paid out $411K in qualifying distributions that year, against a required minimum of $76K (roughly 5% of its investment assets).
What does Berman Charitable Trust fund?
No mission statement for the trust is provided. Its 2024 grants show support for organizations with varied missions. Melvin J. Berman Hebrew Academy describes itself as an Orthodox day school providing Jewish and secular education. See mission & focus areas ↑
How do I apply for a grant from Berman Charitable Trust?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Berman Charitable Trust's EIN?
Berman Charitable Trust's EIN (Employer Identification Number) is 94-2940733. IRS Form 990 filing data is available on this page for 2020–2024.
Does Berman Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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