Berman Charitable Trust
Berman Charitable Trust is a private foundation based in Rockville, Maryland. Established in 1986, the organization operates as a 501(c)(3) charitable entity classified under the NTEE category of Private Independent Foundations within Philanthropy, Voluntarism & Grantmaking.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$29.9M
-0.8% YoY
Annual Giving
$411K
-26.0% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$46K
-26.0% YoY
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.
Mission & Focus Areas
The foundation's grantmaking priorities focus on:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
The foundation primarily directs funding toward organizations and initiatives in these three core areas.
Grantmaking
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking activities are concentrated in:
- Maryland
- New York
- California
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets: $29,928,104 (as of 2024)
Total Giving: $411,000 (2024)
Revenue: $1.5 million (as of 2022)
The foundation maintains substantial assets with consistent annual grantmaking activity. Financial data is derived from IRS Form 990 filings.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $29,928,104 | $30,161,723 | $30,636,625 |
| Revenue | $2,309,349 | $675,423 | $1,492,816 |
| Expenses | $640,779 | $785,075 | $919,524 |
| Qualifying Distributions | $411,000 | $555,221 | $616,000 |
| Net Investment Income | $2,266,266 | $526,476 | $1,238,222 |
| Distributable Amount | $75,505 | $369,553 | $483,011 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
49 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Aish Hatorah ($150,000), Melvin J Berman Hebrew Academy ($105,000), Allegheny Mountain Institute ($75,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AISH HATORAH CLIFTON, NJ | CHARITABLE | $150,000 |
| ALLEGHENY MOUNTAIN INSTITUTE STAUNTON, VA | CHARITABLE | $75,000 |
| ALZHEIMER'S ASSOCIATION LOS ANGELES, CA | CHARITABLE | $5,000 |
| ANTI-DEFAMATION LEAGUE LOS ANGELES, CA | CHARITABLE | $20,000 |
| MELVIN J BERMAN HEBREW ACADEMY ROCKVILLE, MD | CHARITABLE | $105,000 |
| NER ISRAEL RABBINICAL COLLEGE BALTIMORE, MD | CHARITABLE | $5,000 |
| YESHIVA BETH ABRAHAM OF JERUSALEM NEW YORK, NY | CHARITABLE | $1,000 |
| YESHIVA OF GREATER WASHINGTON SILVER SPRING, MD | CHARITABLE | $25,000 |
| YESHIVA TORAH VODAATH BROOKLYN, NY | CHARITABLE | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DENNIS BERMAN | TRUSTEE | 2 | — |
| VICKI BERMAN | TRUSTEE | 2 | — |
| STEPHEN L BERMAN | TRUSTEE | 2 | — |
| LARRY P BORMEL | TRUSTEE | 2 | — |
Frequently Asked Questions
What does Berman Charitable Trust fund?
The foundation's grantmaking priorities focus on: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services The foundation primarily directs funding toward organizations and initiatives in these three core areas.
How do I apply for a grant from Berman Charitable Trust?
**Grant Amounts:** Typical awards range from $1,000 to $300,000. **Recent Activity:** According to the most recent IRS Form 990 filing (2024), the foundation distributed $411,000 in total giving.
Where does Berman Charitable Trust make grants?
The foundation's grantmaking activities are concentrated in: • Maryland • New York • California
What size grants does Berman Charitable Trust award?
In 2024, Berman Charitable Trust awarded 9 grants totaling $411K — an average of about $46K per grant, based on its IRS Form 990 filings.
How much is Berman Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Berman Charitable Trust reported a distributable amount of $76K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Berman Charitable Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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