Brian and Dafna Berman Family Foundation Inc

Private foundation · Grantmaker Rockville, MD EIN: 83-2547362

BRIAN AND DAFNA BERMAN FAMILY is a private foundation based in Rockville, Maryland. Its 2023 filing states that it had exhausted its funds through charitable efforts, expected no additional funds, and elected to terminate its private foundation status.

Key facts about Brian and Dafna Berman Family Foundation Inc

In short: Brian and Dafna Berman Family Foundation Inc gave $203K across 67 grants in 2023 (avg $3K), mostly in Maryland. 49% of 2023 grantees were new. Source: 2023 IRS Form 990-PF.

EIN
83-2547362
Latest 990 filing
Form 990-PF, 2023
Annual giving (2023)
$203,245
Grants made (2023)
67
Average grant
$3,034
Median grant
$1,000
New grantees (estimate)
49% first-time grantees (33 of 67, 2023)
Primary geography
Maryland (67% of itemized 2023 grant dollars)
Accepts unsolicited proposals
No

Data from IRS Form 990-PF, 2023; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$203K

-63.5% YoY

Grant Count

67

-23.0% YoY

Avg Grant Size

$3K

-52.6% YoY

Under IRS private-foundation payout rules, Brian and Dafna Berman Family Foundation Inc reported a distributable amount of $835 for 2023 — the minimum it must pay out in qualifying distributions.

Is Brian and Dafna Berman Family Foundation Inc open to new grantees?

49%

first-time grantees, 2023

In 2023, 33 of 67 grantees (49%) were first-time recipients. First grants averaged $2K; repeat grants $4K. How we count

Medians: $794 first-time, $2K repeat.

  • 34% of 2023 grantees were also funded in 2022. Method
  • Giving held roughly steady from 2020 to 2023 (−18%). Method
  • In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2023). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s filing does not state a mission. Its 2023 grants included support for educational and religious organizations, medical support, and services for children and families. For example, Melvin J. Berman Hebrew Academy describes itself as an Orthodox day school providing Jewish and secular education; Bikur Cholim of Greater Washington says it supports people with medical needs and educates the community about that support. Charidy Inc describes its work as empowering disadvantaged youth and families through opportunity, financial literacy, entrepreneurial training, and holistic support. American Friends of Leket Israel says it provides grants and assistance to organizations outside the United States to feed the hungry.

Grantmaking

In 2023, the foundation made 67 grants totaling $203,245. Grant amounts ranged from $5 to $61,550, with a median grant of $1,000. Among the largest grants were $61,550 to Melvin J. Berman Hebrew Academy, $11,063 to Chabad Shul of Potomac, $11,000 to Young Israel Ezras Israel Potomac, and $10,000 each to American Friends of Shalva Israel and Operation Embrace.

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Geographic Focus

Where this funder awards grants

In 2023, 67% of grant dollars went to recipients in Maryland, 9% to New Jersey, 7% to New York, 3% to California, and 7% to recipients in a state not identified in the filing data.

Grant Distribution by State

16states

Share of 2023 grant dollars across all 67 itemized grants.

Cities

BrooklynRockvilleNew YorkBaltimoreSilver SpringPotomacBethesdaLakewoodCollege ParkNorth BethesdaTeaneckMonseyAustinGaithersburgHighland ParkOak ParkOcean CityPalm BeachBergenfieldCincinnati

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K0 grants2019 34 grants2020 85 grants2021 87 grants2022 67 grants2023

From 2020 to 2023, annual grant giving ranged from $203K (2023) to $557K (2022). In 2023 it made 67 grants totaling $203K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2023

Melvin J Berman Hebrew Academy: $62KMelvin J Berman Hebrew Academy$62KChabad Shul of Potomac: $11KChabad Shul of Potomac$11KYoung Israel Ezras Israel Potomac: $11KYoung Israel Ezras IsraelPotomac$11KAmerican Friends of Shalva Israel: $10KAmerican Friends of ShalvaIsrael$10KOperation Embrace: $10KOperation Embrace$10KJgive Friends of Asor: $7KJgive Friends of Asor$7KCharidy Inc: $6KCharidy Inc$6KAmerican Friends of Yeshiva Hakotel: $5KAmerican Friends of YeshivaHakotel$5KBikur Cholim of Greater Washington: $5KBikur Cholim of GreaterWashington$5KCamp Shoresh: $5KCamp Shoresh$5K

The largest 2023 recipient was Melvin J Berman Hebrew Academy ($62K). Together the top 10 received $132K.

Grant Size Distribution

273 grants across all recorded years

265<$50K4$50–100K4$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 265 grants of 273 (97%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Melvin J Berman Hebrew Academy Rockville, MDCharitable$61,550
Chabad Shul of Potomac Potomac, MDCharitable$11,063
Young Israel Ezras Israel Potomac Potomac, MDCharitable$11,000
American Friends of Shalva Israel Charitable$10,000
Operation Embrace Potomac, MDCharitable$10,000
Jgive Friends of Asor Saddle Brook, NJCharitable$7,180
Charidy Inc Claremont, CACharitable$5,896
American Friends of Yeshiva Hakotel Bergenfield, NJCharitable$5,000
Bikur Cholim of Greater Washington Rockville, MDCharitable$5,000
Camp Shoresh Baltimore, MDCharitable$5,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2023 — $171,244 $208,245 $203,245
2022 $37,001 $596,776 $561,959 $556,918
2021 $2,284 $526,211 $529,302 $527,486

The 2023 filing reports 67 grants. The foundation stated that all funds received in 2023 were donated to charities listed on its filing.

Revenue
Expenses
Qualifying Distributions
$0$200K$400K$600K$800K2019 2020 2021 2022 2023
Metric202320222021
Total Assets—$37,001$2,284
Revenue$171,244$596,776$526,211
Expenses$208,245$561,959$529,302
Qualifying Distributions$203,245$556,918$527,486
Distributable Amount$835$2,606$4,743

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS August 31, 2020)
  2. Updated Form 990-PF for fiscal year 2023 (received by the IRS June 4, 2024)
  3. IRS filings on file for fiscal years 2020–2023

Leadership & Key People

Leadership team and compensation from IRS filings

The 2023 filing lists Brian Berman, Dafna Berman, and Dennis Berman as directors.

Brian and Dafna Berman Family Foundation Inc's 2023 filing lists 3 officers; none of the 3 officers listed in 2023 report compensation.

Officers on the 2023 filing

  • Brian Berman

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Dafna Berman

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Dennis Berman

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 5410 Edson Lane 220, Rockville, MD 20852
Phone: (301) 816-1555

Frequently asked questions about Brian and Dafna Berman Family Foundation Inc

How much does Brian and Dafna Berman Family Foundation Inc give each year?

Brian and Dafna Berman Family Foundation Inc gave $203K across 67 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $557K across 87 grants.

What is Brian and Dafna Berman Family Foundation Inc's typical grant size?

Brian and Dafna Berman Family Foundation Inc's median grant in 2023 was $1,000, and its average grant was $3,034, across 67 grants on its 2023 IRS Form 990-PF. Organizations receiving their first grant from Brian and Dafna Berman Family Foundation Inc that year got $2K on average.

Where does Brian and Dafna Berman Family Foundation Inc give grants?

Brian and Dafna Berman Family Foundation Inc gives mostly in Maryland: 67% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The next largest states were New Jersey (9%) and New York (7%). The most frequent recipient cities were Baltimore, MD (8 grants), New York, NY (7 grants), Rockville, MD (6 grants) and Silver Spring, MD (5 grants).

Does Brian and Dafna Berman Family Foundation Inc give general operating support?

Not in 2023: none of the 67 grants with a stated purpose on Brian and Dafna Berman Family Foundation Inc's 2023 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (63 grants).

Who are Brian and Dafna Berman Family Foundation Inc's largest grantees?

Brian and Dafna Berman Family Foundation Inc's largest 2023 grantees include Melvin J Berman Hebrew Academy ($61,550), Chabad Shul of Potomac ($11,063) and Young Israel Ezras Israel Potomac ($11,000), according to its 2023 IRS Form 990-PF. Together they received 41% of its itemized 2023 grant dollars.

What does Brian and Dafna Berman Family Foundation Inc fund?

The foundation’s filing does not state a mission. Its 2023 grants included support for educational and religious organizations, medical support, and services for children and families. For example, Melvin J. See mission & focus areas ↑

How do I apply for a grant from Brian and Dafna Berman Family Foundation Inc?

Brian and Dafna Berman Family Foundation Inc does not accept unsolicited proposals, according to Grantable's research on its published guidelines.

How much is Brian and Dafna Berman Family Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Brian and Dafna Berman Family Foundation Inc reported a distributable amount of $835 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Brian and Dafna Berman Family Foundation Inc's EIN?

Brian and Dafna Berman Family Foundation Inc's EIN (Employer Identification Number) is 83-2547362. IRS Form 990 filing data is available on this page for 2019–2023.

Does Brian and Dafna Berman Family Foundation Inc accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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