Funder DirectoryTHE CHARLES H AND MELANIE K BERMAN
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Private foundation (trust)EIN 320047320Est. 2005-03

THE CHARLES H AND MELANIE K BERMAN

STAMFORD, CT 06901

Total Assets

$938K

FY 2023

Annual Giving

$34K

FY 2023

Grants Made

5

FY 2023

Avg Grant

$7K

FY 2023

Grant Range

$2K–$10K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$39K

Total Expenses

$40K

Qualifying Distributions

$35K

Distributable Amount

$44K

Min. Investment Return

$44K

Undistributed Income

$19K

Payout rate 79%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.79%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

5 grants

Grant sizes from minimum $2K through median $7K 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

4 years

Giving over time from 2020 to 2023. Peak $46K in 2021. Hover bars for details.

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

Top Recipients

23 grants

STAMFORD HOSPITAL FOUNDATION
$40K
4 grants
DARTMOUTH
$30K
3 grants
AMHERST COLLEGE
$20K
2 grants
NEW CANAAN LIBRARY
$10K
2 grants
NAPA VALLEY COMMUNITY FOUNDATION
$10K
1 grant
VERO BEACH MUSEUM
$7K
1 grant
WHITNEY MUSEUM OF AMERICAN ART
$6K
2 grants
VERO BEACH MUSEUM OF ART
$2K
1 grant

Grant Size Distribution

23 grants

<$10K
23
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

7 states

Connecticut
$52K
40% of total
New Hampshire
$30K
23% of total
Massachusetts
$20K
15% of total
Florida
$12K
9% of total
California
$10K
8% of total
New York
$6K
5% of total
District of Columbia
$250
0% of total

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THE CHARLES H AND MELANIE K BERMAN — Grants, Financials & Contact | Grantivo