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
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
No grants recorded for .
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 | — |
Related Funders
Similar funders by location and focus area
Rotary Club of Columbia Patuxent
COLUMBIA, MD
Assets
$376K
Grants
1
Total Given
$12K
American Federation for Children Growth
COLUMBIA, MD
Assets
$9.4M
Grants
11
Total Given
$2.4M
Mayfield Scholastic Ltd
BALTIMORE, MD
Assets
—
Grants
1
Total Given
$38K
Baltimore Curriculum Project Inc
BALTIMORE, MD
Assets
$17.3M
Grants
6
Total Given
$2.7M
Government Employees' Benefit
HANOVER, MD
Assets
$3K
Grants
43
Total Given
$108K
Charles F and Margaret Mh Obrecht
BALTIMORE, MD
Assets
$1.2M
Grants
79
Total Given
$131K
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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