The Gary & Carol Berman Family

ROCKVILLE, MD EIN: 30-0012325

The Gary & Carol Berman Family Foundation is a private foundation established in 2001 and based in Rockville, Maryland. The foundation operates as a 501(c)(3) organization focused on philanthropic grantmaking across multiple sectors.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.7M

+3.2% YoY

Annual Giving

$14K

-75.1% YoY

Grant Count

5

+66.7% YoY

Avg Grant Size

$3K

-85.0% YoY

Under IRS private-foundation payout rules, The Gary & Carol Berman Family reported a distributable amount of $100K for 2024 — the minimum it must pay out in qualifying distributions.

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

Mission & Focus Areas

The foundation does not maintain a publicly stated mission statement. However, based on grantmaking activity, the foundation supports:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services
  • Jewish causes and community organizations

The foundation's giving demonstrates a particular focus on Jewish education, temples, cultural programs, and Jewish arts, primarily serving communities in Maryland, Washington D.C., the New York City area, and Israel.

Grantmaking

The foundation does not accept unsolicited applications or letters of intent. Prospective grantees must pursue funding through personal networking and direct contact.

How to Apply

**

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Geographic Focus

Where this funder awards grants

Primary funding areas include:

  • Maryland
  • Washington D.C.
  • New York
  • Israel

Grant Distribution by State

21states
+13 more states

Cities

AlexandriaArlingtonArvadaAustinBaltimoreBerkeleyBethesdaBoca RatonBostonBurlingtonCharlottesvilleChevy ChaseChicagoClarkstonCockysvilleCollege ParkDenverDerwoodEncinitasEnglewood

Financial History

Multi-year comparison from IRS filings

As of December 2024:

  • Total Assets: $1,704,321
  • Total Revenues: $82,405
  • Total Expenses: $30,058
  • Total Giving: $13,705

Revenue Composition (2024):

  • Investment income and dividends: $75,862
  • Net gain from sale of non-inventory assets: $6,543

Year-over-Year Growth:

  • Investment income increased 18.6% from 2023 to 2024
  • Total revenues increased 66.6% from 2023 to 2024
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$978K$2M$3M$4M201920202021202220232024
Metric202420232022
Total Assets$1,704,321$1,651,974$1,626,638
Revenue$82,405$49,472$257,138
Expenses$30,058$70,403$453,012
Qualifying Distributions$13,705$54,984$413,571
Net Investment Income$66,052$48,546$29,468
Distributable Amount$99,966$158,138$94,525

Giving Over Time

Total grant dollars and number of grants per year

$0$648K$1M$2M$3M125 grants2019124 grants2020117 grants202149 grants20223 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

TORAH U'MESORAH CO RABBI…$5KCHABAD OF MD$3KB'NAI TZEDEK$2KHEBREW SHELTERING SOCIETY$2KAGUDATH ISRAEL$2K

Grant Size Distribution

157 grants across all recorded years

146<$50K10$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Torah U'mesorah Co Rabbi Merkin ($5,000), Chabad of Md ($2,820), B'nai Tzedek ($2,085).

RecipientPurposeAmount
AGUDATH ISRAEL NEW YORK, NYCHARITABLE$1,800
B'NAI TZEDEK POTOMAC, MDCHARITABLE$2,085
CHABAD OF MD POTOMAC, MDCHARITABLE$2,820
HEBREW SHELTERING SOCIETY SILVER SPRING, MDCHARITABLE$2,000
TORAH U'MESORAH CO RABBI MERKIN SILVER SPRING, MDCHARITABLE$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
CAROL BERMANDIRECTOR2
GARY BERMANDIRECTOR2

Contact Information

Address: 5410 Edson Lane, Suite 220 Rockville, MD 20852

Phone: 301-816-1555

EIN: 30-0012325

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does The Gary & Carol Berman Family fund?

The foundation does not maintain a publicly stated mission statement. However, based on grantmaking activity, the foundation supports: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Jewish causes and community organizations The foundation's giving demonstrates a particular focus on Jewish education, temples, cultural programs, and Jewish arts, primarily serving communities in Maryland, Washington D.C., the New York City area, and Israel.

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

**Grant Activity:** • Made 124 grants in the most recent year • Typical grant awards range from $110 to $49,624 • Recent documented grant: $2,085 to Congregation Bnai Tzedek (2024) **Application Process:** The foundation does not accept unsolicited applications or letters of intent. Prospective grantees must pursue funding through personal networking and direct contact.

Where does The Gary & Carol Berman Family make grants?

Primary funding areas include: • Maryland • Washington D.C. • New York • Israel

What size grants does The Gary & Carol Berman Family award?

In 2024, The Gary & Carol Berman Family awarded 5 grants totaling $14K — an average of about $3K per grant, based on its IRS Form 990 filings.

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 2024, The Gary & Carol Berman Family reported a distributable amount of $100K 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 2019–2024.

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

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