Berman Mary Y Charitable Trust
Berman Mary Y Charitable Trust is a private foundation, based in Orlando, FL. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $439K in total assets. In 2026, it awarded 9 grants totaling $19K. Net investment income was $37K.
Berman Mary Y Charitable Trust at a glance
In short: Berman Mary Y Charitable Trust gave $19K across 9 grants in 2026 (avg $2K), mostly in North Carolina. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $18,582
- +9.9% vs 2025
- Grants made (2026)
- 9
- +0.0% vs 2025
- Average grant
- $2,065
- +9.9% vs 2025
- Median grant
- $557
- Total assets
- $438,698
- +2.5% vs 2025
- Primary geography
- North Carolina (88% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated November 2026.
Who Berman Mary Y Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2026
The largest 2026 recipient was Bethel Synagogue ($11K). Together the top 9 received $19K.
Grant Size Distribution
47 grants across all recorded years
The most common grant size was under $50K: 47 grants of 47 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 9 itemized grants.
Cities
How Berman Mary Y Charitable Trust gives
- Giving held roughly steady from 2023 to 2026 (+14%). Method
- In 2026 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2026, annual grant giving ranged from $16K (2020) to $19K (2026). In 2026 it made 9 grants totaling $19K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bethel Synagogue Durham, NC | General Support | $10,777 |
| The UNC Chapel Hill Chapel Hill, NC | General Support | $3,716 |
| Hadassah the Women's Zionist New York, NY | General Support | $1,115 |
| Amit Children Inc New York, NY | General Support | $557 |
| NER Israel Rabbinical College Baltimore, MD | General Support | $557 |
| Compass Center for Women & Families Chapel Hill, NC | General Support | $465 |
| Orange County Rape Crisis Center Chapel Hill, NC | General Support | $465 |
| Charles House Association Chapel Hill, NC | General Support | $465 |
| Chapel Hill - Carrboro Meals on Wheels Chapel Hill, NC | General Support | $465 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $438,698 | $42,184 | $31,286 | $18,582 | 9 | $25,402 | $36,743 | $26,907 |
| 2025 | $427,798 | $25,531 | $29,025 | $16,906 | 9 | $23,674 | $20,073 | $25,350 |
| 2024 | $431,303 | $3,399 | $28,518 | $16,412 | 9 | $23,174 | $5,599 | $23,665 |
| 2023 | $456,327 | $20,947 | $27,394 | $16,324 | 10 | $22,314 | $16,225 | $22,404 |
| 2022 | $462,919 | $55,516 | $33,752 | $17,282 | 10 | $27,300 | $50,194 | $26,341 |
| 2021 | $441,038 | $79,756 | $29,457 | $15,996 | 10 | — | $74,626 | $24,790 |
| 2020 | $390,280 | $3,421 | $28,324 | $15,666 | 10 | — | $3,987 | $23,498 |
Under IRS private-foundation payout rules, Berman Mary Y Charitable Trust reported a distributable amount of $27K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Berman Mary Y Charitable Trust's only listed officer is Truist Bank, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Truist Bank
Trustee
On filings since 2022
1 hr/week
$10K (2022) → $11K (2026)
Former officers (2)
- Former: Truist Bank FKA Suntrust Bank (2021) — Trustee
- Former: Suntrust Bank (2020) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $11K, to Truist Bank (Trustee).
Frequently asked questions about Berman Mary Y Charitable Trust
How much does Berman Mary Y Charitable Trust give each year?
Berman Mary Y Charitable Trust gave $19K across 9 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $17K across 9 grants.
What is Berman Mary Y Charitable Trust's typical grant size?
Berman Mary Y Charitable Trust's median grant in 2026 was $557, and its average grant was $2,065, across 9 grants on its 2026 IRS Form 990-PF.
Where does Berman Mary Y Charitable Trust give grants?
Berman Mary Y Charitable Trust gives mostly in North Carolina: 88% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was New York (9%). The most frequent recipient cities were Chapel Hill, NC (5 grants) and New York, NY (2 grants).
Does Berman Mary Y Charitable Trust give general operating support?
Yes: 100% of Berman Mary Y Charitable Trust's 2026 grants with a stated purpose (9 of 9) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Berman Mary Y Charitable Trust's largest grantees?
Berman Mary Y Charitable Trust's largest 2026 grantees include Bethel Synagogue ($10,777), The UNC Chapel Hill ($3,716) and Hadassah the Women's Zionist ($1,115), according to its 2026 IRS Form 990-PF. Together they received 84% of its itemized 2026 grant dollars.
How large is Berman Mary Y Charitable Trust?
Berman Mary Y Charitable Trust reported $439K in total assets on its 2026 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $27K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Berman Mary Y Charitable Trust's EIN?
Berman Mary Y Charitable Trust's EIN (Employer Identification Number) is 56-6095536. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 31, 2026)
- IRS filings on file for fiscal years 2020–2025
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