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.
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.
About Berman Mary Y Charitable Trust
Based on IRS filings
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
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 |
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.
Explore Open Grants
Browse active grant opportunities in Berman Mary Y Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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