Berman Mary Y Charitable Trust
ORLANDO, FL EIN: 56-6095536
Financial Overview
From 2025 IRS Form 990-PF
Total Assets
$428K
-0.8% YoY
Annual Giving
$17K
+3.0% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$2K
+3.0% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $427,798 | $431,303 | $456,327 |
| Revenue | $25,531 | $3,399 | $20,947 |
| Expenses | $29,025 | $28,518 | $27,394 |
| Qualifying Distributions | $23,674 | $23,174 | $22,314 |
| Net Investment Income | $20,073 | $5,599 | $16,225 |
| Distributable Amount | $25,350 | $23,665 | $22,404 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
Grant Size Distribution
58 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Berman Mary Y Charitable Trust fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE | 1 | $10,536 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
North Carolina $87K (88%)
New York $9K (9%)
Maryland $3K (3%)
Cities
BaltimoreCarrboroChapel HillDurhamNew York
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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