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Maryland · Private foundation

Berman Charitable Trust

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$411k
Granted FY2024(still arriving)
9
Grants FY2024
9
Organizations funded FY2023
0%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$25,000
Largest grant, FY2024
$150,000
Organizations funded a year
9 to 57
FY2018 to FY2023
States reached, FY2024
5
Total assets, FY2024
$30M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 0% of the organizations Berman Charitable Trust funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2023, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’19’20’21’22’23
InternationalCommunity ImprovementReligionEmploymentOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving9$411k0%
FY20239$555k0%
FY20229$616k0%
FY20219$616k0%
FY202013$716k8%
FY201929$716k34%
FY201857$730kn/a
86% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2024.

Food & Nutrition$1.8MReligion$997kEducation$832kCivil Rights$140kHealth$51kHuman Services$50kScience & Tech$25kArts & Culture$2kOther$0

Top grantees

Largest recipients by total granted, FY2018 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Allegheny Mountain Institute$1,785,000759%
Melvin J Berman Hebrew Academy$644,22171%
Yeshivath Torah Vodaath$175,0007n/a
Yeshiva of Greater Washington Inc$175,00070%
Anti-Defamation League$140,00070%
Chabad Shul of Potomac$80,0002n/a
Ner Israel Rabbinical College Inc$35,0007n/a
Yad Yehuda of Greater Washington Inc$15,0001n/a
Greater Washington Community Kollel$10,0002n/a
Chabad-Lubavitch of Maryland Inc$10,0002n/a
Show all 34 grantees
All grantees of Berman Charitable Trust by total granted
GranteeTotal grantedYearsShare of their budget
Allegheny Mountain Institute$1,785,000759%
Melvin J Berman Hebrew Academy$644,22171%
Yeshivath Torah Vodaath$175,0007n/a
Yeshiva of Greater Washington Inc$175,00070%
Anti-Defamation League$140,00070%
Chabad Shul of Potomac$80,0002n/a
Ner Israel Rabbinical College Inc$35,0007n/a
Yad Yehuda of Greater Washington Inc$15,0001n/a
Greater Washington Community Kollel$10,0002n/a
Chabad-Lubavitch of Maryland Inc$10,0002n/a
Yeshiva Beth Abraham of Jerusalem Inc$7,00070%
Gardens Jewish Experience Inc$5,0002n/a
American Friends of Alyn Hospitalinc$2,86710%
Bikur Cholim of Greater Washington Inc$2,50011%
Mesorah Inc$2,50011%
Congregation Shomrei Emunah Inc$2,0002n/a
Sunflower Bakery Inc$2,00010%
Greater Washington Jewish Coalition Contd$2,00020%
Shoresh Inc$1,80010%
Torah Schools for Israel$5001n/a
American Friends of Leket Israel Inc$50010%
Rofeh Cholim Cancer Society Inc$25010%
Chabad Terror Victims Project Inc$25010%
Friends of Bikur Cholim Ezrat Achim$25010%
Mesivta Neimus Hatorah Inc$2501n/a
Just One Life Inc$18010%
Colel Chabad$1501n/a
Kimpatorin Aid Inc$10010%
Chasdei Dovid$1001n/a
American Friends of Meir Panim$10010%
Agudas Tov V'Chesed Inc$5010%
Congregation Kehilas Yaakov$281n/a
Congregation Torah Vachesed Inc$201n/a
Yeshuos Yisroel$201n/a

Plus 34 recipients with no EIN on record ($1.3M), not named here.

Where it is load-bearing

Berman Charitable Trust supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 19 largest grantees; load-bearing ones sit top left.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetAllegheny Mountain Institute: $1,785,000 over 7y, 59% of budgetMelvin J Berman Hebrew Academy: $644,221 over 7y, 0.5% of budgetYeshiva of Greater Washington Inc: $175,000 over 7y, 0.3% of budgetAnti-Defamation League: $140,000 over 7y, 0.1% of budgetYeshiva Beth Abraham of Jerusalem Inc: $7,000 over 7y, 0.1% of budgetAmerican Friends of Alyn Hospitalinc: $2,867 over 1y, 0.1% of budgetBikur Cholim of Greater Washington Inc: $2,500 over 1y, 0.5% of budgetMesorah Inc: $2,500 over 1y, 0.9% of budgetSunflower Bakery Inc: $2,000 over 1y, 0.1% of budgetGreater Washington Jewish Coalition Contd: $2,000 over 2y, 0.1% of budgetShoresh Inc: $1,800 over 1y, 0.1% of budgetAmerican Friends of Leket Israel Inc: $500 over 1y, 0.0% of budgetRofeh Cholim Cancer Society Inc: $250 over 1y, 0.0% of budgetChabad Terror Victims Project Inc: $250 over 1y, 0.1% of budgetFriends of Bikur Cholim Ezrat Achim: $250 over 1y, 0.0% of budgetJust One Life Inc: $180 over 1y, 0.0% of budgetKimpatorin Aid Inc: $100 over 1y, 0.0% of budgetAmerican Friends of Meir Panim: $100 over 1y, 0.0% of budgetAgudas Tov V'Chesed Inc: $50 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 19.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Dennis Berman Family Foundation IncMD36.6× affinity15 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Dennis Berman Family Foundation Inc · Brian and Dafna Berman Family Foundation Inc · Jewish Communal Fund · Mayberg Foundation Inc · The Jewish Federation of Greater Washington Inc · The Ojc Fund · The Gary & Carol Berman Family Foundation Inc · Associated Jewish Charities of Baltimore · T Rowe Price Program for Charitable Giving Inc · Melvyn and Barbara Ciment Family Foundation Inc · Leslie & Samuel Kaplan Family Foundation · Gutman Family Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Berman Charitable Trust with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Berman Charitable Trust?

Find your warmest path to Berman Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Berman Charitable Trust

How much does Berman Charitable Trust give?
Berman Charitable Trust reported 9 grants totaling $411,000 in its FY2024 IRS filing. It funded between 9 and 57 organizations a year over FY2018 to FY2023.
What does Berman Charitable Trust fund?
By grant dollars over FY2018 to FY2024, its largest causes are Food & Nutrition (41%), Religion (23%), Education (19%).
Who are Berman Charitable Trust's largest grantees?
By total granted over FY2018 to FY2024: Allegheny Mountain Institute ($1.8M), Melvin J Berman Hebrew Academy ($644k), Yeshivath Torah Vodaath ($175k).
Does Berman Charitable Trust fund new organizations?
In FY2023, 0% of the organizations it funded were first-time grantees.
Does Berman Charitable Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Berman Charitable Trust?
Its strongest co-funders, measured against what their size predicts, include The Dennis Berman Family Foundation Inc, Brian and Dafna Berman Family Foundation Inc, Jewish Communal Fund.
Where is Berman Charitable Trust based?
Berman Charitable Trust is based in MD.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 69 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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