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.
Berman Mary Y Charitable Trust at a glance
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.
- Annual giving (2025)
- $16,906
- +3.0% vs 2024
- Grants made (2025)
- 9
- +0.0% vs 2024
- Average grant
- $1,878
- +3.0% vs 2024
- Median grant
- $507
- Total assets
- $427,798
- -0.8% vs 2024
- Primary geography
- North Carolina (88% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Berman Mary Y Charitable Trust funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
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.
Giving History
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.
Grants by year
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 |
Ready to take the next step with Berman Mary Y Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 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 $25K for 2025 — 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 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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Other open foundation grants in Florida
Florida Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Berman Mary Y Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Herman & Kate Caro Foundation
New York, NY
Assets
$789K
Grants
19
Total Given
$53K
Ruth and Jack Glantz Family Foundation Inc
Wilmington, DE
In 2025, the foundation supported charitable organizations working in healthcare, humanitarian aid, environmental protection, Jewish community services, and culture, with grants of $500–$2,000 and a typical grant of $1,000. Its grants went mainly to organizations in New York, followed by the District of Columbia and other states. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$1.5M
Grants
74
Total Given
$70K
Seligsohn Foundation
Bala Cynwyd, PA
The Seligsohn Foundation supports Jewish schools, synagogues, community charities, research, and accessible Jewish life, with most 2024 grant dollars going to organizations in Pennsylvania and New Jersey. Its 39 grants ranged from $500 to $2,566,860, with a median of $2,000. It gives only to preselected charitable organizations and does not accept unsolicited requests.
Assets
$40.7M
Grants
39
Total Given
$4.1M
Joseph H Feldman Family
Florham Park, NJ
Assets
$61K
Grants
44
Total Given
$62K
The Norman and Joan Ciment Foundation
Miami Beach, FL
Assets
$4.1M
Grants
24
Total Given
$200K
Youth Towns of Israel (California)
Granada Hills, CA
Assets
$316K
Grants
1
Total Given
$150K
More similar funders
More Funders in Florida
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Berman Mary Y Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Berman Mary Y Charitable Trust down — hundreds of funders to go?