Berman Charitable Trust
ROCKVILLE, MD EIN: 94-2940733
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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 .
Who else does Berman Charitable Trust fund?
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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 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Virginia $1.2M (41%)
New Jersey $750K (26%)
Maryland $714K (25%)
New York $140K (5%)
California $125K (4%)
Cities
BaltimoreBeverly HillsBrooklynCliftonLos AngelesNew YorkPotomacRockvilleSilver SpringStaunton
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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