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 2025. As of 2025, the organization holds $428K in total assets. In 2025, it awarded 9 grants totaling $17K. Net investment income was $20K.
Key facts about Berman Mary Y Charitable Trust
In short: Berman Mary Y Charitable Trust gave $17K across 9 grants in 2025 (avg $2K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- EIN
- 56-6095536
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $16,906
- Grants made (2025)
- 9
- Average grant
- $1,878
- Median grant
- $507
- Total assets
- $427,798
- Primary geography
- North Carolina (88% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$428K
-0.8% YoY
Annual Giving
$17K
+3.0% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$2K
+3.0% YoY
Under IRS private-foundation payout rules, Berman Mary Y Charitable Trust reported a distributable amount of $25K for 2025 — the minimum it must pay out in qualifying distributions.
How Berman Mary Y Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 93% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $16K (2020) to $17K (2022). In 2025 it made 9 grants totaling $17K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Bethel Synagogue ($10K). Together the top 9 received $17K.
Grant Size Distribution
48 grants across all recorded years
The most common grant size was under $50K: 48 grants of 48 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bethel Synagogue Durham, NC | General Operating | $9,805 |
| Trustees for UNC - Chapel Hill Chapel Hill, NC | General Operating | $3,381 |
| Hadassah the Women's Zionist New York, NY | General Operating | $1,014 |
| Amit Children Inc New York, NY | General Operating | $507 |
| NER Israel Rabbinical College Baltimore, MD | General Operating | $507 |
| Compass Center for Women & Families Chapel Hill, NC | General Operating | $423 |
| Orange County Rape Crisis Center Chapel Hill, NC | General Operating | $423 |
| Charles House Chapel Hill, NC | General Operating | $423 |
| Chapel Hill - Carrboro Meals on Wheels Chapel Hill, NC | General Operating | $423 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $427,798 | $431,303 | $456,327 |
| Revenue | $25,531 | $3,399 | $20,947 |
| Expenses | $29,025 | $28,518 | $27,394 |
| Qualifying Distributions | $23,674 | $23,174 | $22,314 |
| Net Investment Income | $20,073 | $5,599 | $16,225 |
| Distributable Amount | $25,350 | $23,665 | $22,404 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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 2025 filing
Truist Bank
Trustee
On filings since 2022
1 hr/week
$10K (2022) → $11K (2025)
Former officers (2)
- Former: Truist Bank FKA Suntrust Bank (2021) — Trustee
- Former: Suntrust Bank (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 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 $17K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $16K across 9 grants.
What is Berman Mary Y Charitable Trust's typical grant size?
Berman Mary Y Charitable Trust's median grant in 2025 was $507, and its average grant was $1,878, across 9 grants on its 2025 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 2025 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 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Berman Mary Y Charitable Trust's largest grantees?
Berman Mary Y Charitable Trust's largest 2025 grantees include Bethel Synagogue ($9,805), Trustees for UNC - Chapel Hill ($3,381) and Hadassah the Women's Zionist ($1,014), according to its 2025 IRS Form 990-PF. Together they received 84% of its itemized 2025 grant dollars.
How large is Berman Mary Y Charitable Trust?
Berman Mary Y Charitable Trust reported $428K in total assets on its 2025 IRS Form 990-PF. It paid out $24K in qualifying distributions that year, against a required minimum of $25K (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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Berman Mary Y Charitable Trust by hand.
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