Funder DirectoryBERMAN MARY Y CHARITABLE TRUST
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Private foundation (trust)EIN 566095536Est. 1988-07

BERMAN MARY Y CHARITABLE TRUST

ORLANDO, FL 328919798

Total Assets

$528K

FY 2024

Annual Giving

$17K

FY 2024

Grants Made

9

FY 2024

Avg Grant

$2K

FY 2024

Grant Range

$423–$10K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$26K

Total Expenses

$29K

Qualifying Distributions

$24K

Distributable Amount

$25K

Min. Investment Return

$26K

Undistributed Income

$19K

Payout rate 93%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.93%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

9 grants

Grant sizes from minimum $423 through median $507 to maximum $10K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

7 years

Giving over time from 2018 to 2024. Peak $17K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

68 grants

BETHEL SYNAGOGUE
$64K
7 grants
TRUSTEES FOR UNC - CHAPEL HILL
$20K
6 grants
HADASSAH THE WOMEN'S ZIONIST
$6K
6 grants
NER ISRAEL RABBINICAL COLLEGE
$3K
7 grants
AMIT CHILDREN INC
$3K
7 grants
UNIV OF NORTH CAROLINA CHAPEL HILL
$3K
1 grant
COMPASS CENTER FOR WOMEN & FAMILIES
$3K
7 grants
BETHEL SYNAGOGUE ENDOWMENT
$3K
5 grants

Grant Size Distribution

68 grants

<$10K
68
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

North Carolina
$101K
88% of total
New York
$10K
9% of total
Maryland
$3K
3% of total

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BERMAN MARY Y CHARITABLE TRUST — Grants, Financials & Contact | Grantivo