The Gary & Carol Berman Family

Private foundation · Grantmaker Rockville, MD EIN: 30-0012325

The Gary & Carol Berman Family is a private foundation based in Rockville, Maryland. Its 2025 filing states that it makes contributions only to preselected charitable organizations.

Key facts about The Gary & Carol Berman Family

EIN
30-0012325
Latest 990 filing
Form 990-PF, 2025
Total assets
$1,773,767
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Full details ↓

Data from IRS Form 990-PF, 2025; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.8M

+4.1% YoY

Revenue

$87K

+5.2% YoY

Net Investment Income

$69K

+5.1% YoY

Expenses

$17K

-42.6% YoY

Under IRS private-foundation payout rules, The Gary & Carol Berman Family reported a distributable amount of $109K for 2025 — the minimum it must pay out in qualifying distributions.

How The Gary & Carol Berman Family gives

  • Giving fell 99% from 2021 to 2024. Method
  • In 2024 it paid out 14% 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.

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

Grantmaking

The foundation reported no grants in 2025. In 2024, it reported five grants totaling $13,705, and in 2023, three grants totaling $54,984. The available information does not identify grantees or individual grant amounts.

How to Apply

The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

21states
+13 more states

Cities

WashingtonRockvilleNew YorkPotomacBethesdaSilver SpringSteamboat SpringsCollege ParkPhiladelphiaBaltimoreGaithersburgDenverChicagoNorth BethesdaChevy ChaseFairfaxIthacaKensingtonLos AngelesMilwaukee

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M125 grants2019 124 grants2020 117 grants2021 49 grants2022 3 grants2023 5 grants2024 0 grants2025

From 2019 to 2024, annual grant giving ranged from $14K (2024) to $2.6M (2021). In 2024 it made 5 grants totaling $14K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

174 grants across all recorded years

163<$50K8$50–100K2$100–250K$250–500K$500K–1M1$1–5M$5M+

The most common grant size was under $50K: 163 grants of 174 (94%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $1,773,767 $86,714 $17,268 0
2024 $1,704,321 $82,405 $30,058 $13,705 across 5 grants
2023 $1,651,974 $49,472 $70,403 $54,984 across 3 grants
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,773,767$1,704,321$1,651,974
Revenue$86,714$82,405$49,472
Expenses$17,268$30,058$70,403
Qualifying Distributions—$13,705$54,984
Net Investment Income$69,446$66,052$48,546
Distributable Amount$109,188$99,966$158,138

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS July 13, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS June 29, 2026)
  3. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Leadership team and compensation from IRS filings

Carol Berman and Gary Berman are listed as directors on the 2025 filing.

The Gary & Carol Berman Family's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Carol Berman

    Director

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Gary Berman

    Director

    On filings since 2019

    2 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "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: (240) 621-3200

Frequently asked questions about The Gary & Carol Berman Family

How large is The Gary & Carol Berman Family?

The Gary & Carol Berman Family reported $1.8M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $87K.

How do I apply for a grant from The Gary & Carol Berman Family?

The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

How much is The Gary & Carol Berman Family required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, The Gary & Carol Berman Family reported a distributable amount of $109K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Gary & Carol Berman Family's EIN?

The Gary & Carol Berman Family's EIN (Employer Identification Number) is 30-0012325. IRS Form 990 filing data is available on this page for 2019–2025.

Does The Gary & Carol Berman Family accept unsolicited proposals?

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

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

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