Sandra and Malcolm Berman Charitable

BALTIMORE, MD EIN: 64-0953437

Sandra and Malcolm Berman Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BALTIMORE, MD. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $3.3M in total assets. In 2023, it awarded 11 grants totaling $191K. Net investment income was $179K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

$3.3M

-0.4% YoY

Annual Giving

$191K

+12.4% YoY

Grant Count

11

+83.3% YoY

Avg Grant Size

$17K

-38.7% YoY

Under IRS private-foundation payout rules, Sandra and Malcolm Berman Charitable reported a distributable amount of $200K for 2023 — the minimum it must pay out in qualifying distributions.

About Sandra and Malcolm Berman Charitable

Based on IRS filings

Sandra and Malcolm Berman Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BALTIMORE, MD. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $3.3M in total assets. In 2023, it awarded 11 grants totaling $191K. Net investment income was $179K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

BaltimoreBoca RatonBrooklynMiamiNantucketOwings MillsPasadenaPhiladelphiaPikesvilleTowson

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$139K$278K$416K$555K2020202120222023
Metric202320222021
Total Assets$3,277,409$3,291,988$3,283,383
Revenue$190,451$200,294$504,670
Expenses$205,030$191,689$263,472
Qualifying Distributions$191,000$170,000$246,500
Net Investment Income$179,000$185,411$489,646
Distributable Amount$199,675$202,590$217,830

Giving Over Time

Total grant dollars and number of grants per year

$0$62K$123K$185K$247K12 grants20207 grants20216 grants202211 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2023

JOHNS HOPKINS UNIVERSITY$50KLIFEBRIDGE HEALTH$36KSINAI HOSPITAL OF BALTIM…$25KSINAI HOSPITAL OF BALTIM…$25KTHE ASSOCIATED$10KONE FAMILY FUND$10KZAKA$10KERIN LEVITAS FOUNDATION$10KBETH EL CONGREGATION$7KSHORESH$5K

Grant Size Distribution

36 grants across all recorded years

30<$50K4$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Johns Hopkins University ($50,000), Lifebridge Health ($36,000), Sinai Hospital of Baltimore ($25,000).

RecipientPurposeAmount
KENNEDY KRIEGER FOUNDATION BALTIMORE, MDTO SUPPORT THE FOUNDATION'S WORK WITH AUTISM RELATED DISORDERS$3,000
LIFEBRIDGE HEALTH BALTIMORE, MDTO SUPPORT THE HOSPITAL'S SCHOLARSHIP PROGRAM$36,000
SHORESH PIKESVILLE, MDTO SUPPORT THE ORGANIZATION'S COMMUNITY EFFORTS$5,000
SINAI HOSPITAL OF BALTIMORE BALTIMORE, MDTO SUPPORT THE HOSPITAL'S NEUROSURGERY REGISTRY PROGRAM$25,000
SINAI HOSPITAL OF BALTIMORE BALTIMORE, MDTO SUPPORT THE HOSPITAL'S WORK ON NEURO ICU PATIENT CARE$25,000
THE ASSOCIATED BALTIMORE, MDTO SUPPORT THE ORGANIZATION'S COMMUNITY EFFORTS$10,000
ONE FAMILY FUND PHILADELPHIA, PATO SUPPORT THE ORGANIZATION'S COMMUNITY EFFORTS$10,000
ZAKA BROOKLYN, NYTO SUPPORT THE ORGANIZATION'S COMMUNITY EFFORTS$10,000
ERIN LEVITAS FOUNDATION PASADENA, MDTO SUPPORT THE ORGANIZATION'S COMMUNITY EFFORTS$10,000
JOHNS HOPKINS UNIVERSITY BALTIMORE, MDTO SUPPORT THE HOSPITAL'S DEPARTMENT OF OTOLARYNGOLOGY RESEARCH$50,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
SANDRA R BERMANDIRECTOR/PRESIDENT1
MALCOLM C BERMANDIRECTOR/ EXEC.VICE-PRESID1
STEVEN L BERMANDIRECTOR/ VICE-PRESIDENT
RICHARD I BERMANDIRECTOR/SECRETARY/TREASUR0.5
SANDRA P GOHNDIRECTOR
STEPHEN J NOLANDIRECTOR
JAMES E JONES JRDIRECTOR
GARY A BERMANDIRECTOR

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Sandra and Malcolm Berman Charitable?

Sandra and Malcolm Berman Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BALTIMORE, MD. It holds $3.3M in total assets as of 2023.

How large is Sandra and Malcolm Berman Charitable?

As of 2023, Sandra and Malcolm Berman Charitable holds $3.3M in total assets with $190K in annual revenue. It awarded 11 grants totaling $191K in 2023.

Where does Sandra and Malcolm Berman Charitable operate?

Sandra and Malcolm Berman Charitable has awarded grants in Florida, Massachusetts, Maryland, New York, Pennsylvania.

What size grants does Sandra and Malcolm Berman Charitable award?

In 2023, Sandra and Malcolm Berman Charitable awarded 11 grants totaling $191K — an average of about $17K per grant, based on its IRS Form 990 filings.

How much is Sandra and Malcolm Berman Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Sandra and Malcolm Berman Charitable reported a distributable amount of $200K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Sandra and Malcolm Berman Charitable's EIN?

Sandra and Malcolm Berman Charitable's EIN (Employer Identification Number) is 64-0953437. IRS Form 990 filing data is available on this page for 2020–2023.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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