Berman Mary Y Charitable Trust

ORLANDO, FL EIN: 56-6095536

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.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$428K

-0.8% YoY

Annual Giving

$17K

+3.0% YoY

Grant Count

+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.

About Berman Mary Y Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $73K (88%)

New York $7K (9%)

Maryland $2K (3%)

States

Maryland North Carolina New York

Cities

BaltimoreCarrboroChapel HillDurhamNew York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

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 2025

Grant Size Distribution

48 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Bethel Synagogue ($9,805), Trustees for Unc - Chapel Hill ($3,381), Hadassah the Women's Zionist ($1,014).

Recipient	Purpose	Amount
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
BETHEL SYNAGOGUE DURHAM, NC	GENERAL OPERATING	$9,805
COMPASS CENTER FOR WOMEN & FAMILIES CHAPEL HILL, NC	GENERAL OPERATING	$423
TRUSTEES FOR UNC - CHAPEL HILL CHAPEL HILL, NC	GENERAL OPERATING	$3,381
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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
TRUIST BANK	TRUSTEE	1	$10,536

Frequently Asked Questions

How large is Berman Mary Y Charitable Trust?

As of 2025, Berman Mary Y Charitable Trust holds $428K in total assets with $26K in annual revenue. It awarded 9 grants totaling $17K in 2025.

Where does Berman Mary Y Charitable Trust operate?

Berman Mary Y Charitable Trust has awarded grants in Maryland, North Carolina, New York.

What size grants does Berman Mary Y Charitable Trust award?

In 2025, Berman Mary Y Charitable Trust awarded 9 grants totaling $17K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Berman Mary Y Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Berman Mary Y Charitable Trust reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.