Funder DirectoryBERNARD G AND NANCY J BERKMAN
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Private foundation (trust)EIN 222777796Est. 1987-03

BERNARD G AND NANCY J BERKMAN

BOSTON, MA 02215

Accepts unsolicited proposals

Total Assets

$2.3M

FY 2024

Annual Giving

$137K

FY 2024

Grants Made

57

FY 2024

Avg Grant

$2K

FY 2024

Grant Range

$100–$51K

Typical

Deadlines

Open / rolling

Applications

Financial Snapshot

2024 filing

Total Revenue

$145K

Total Expenses

$141K

Qualifying Distributions

$137K

Distributable Amount

$106K

Min. Investment Return

$106K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

57 grants

Grant sizes from minimum $100 through median $500 to maximum $51K, 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

6 years

Giving over time from 2018 to 2024. Peak $137K in 2024. Hover bars for details.

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

Top Recipients

457 grants

COMBINED JEWISH PHILANTHROPIES
$120K
6 grants
NEWTON-WELLESLEY CHARITABLE FOUNDATION
$86K
3 grants
NEWTON-WELLESLY HOSPITAL
$51K
3 grants
MASSACHUSETTS GENERAL HOSPITAL
$32K
6 grants
BABSON COLLEGE - SCHOLARSHIP FUND
$32K
5 grants
ISRAEL TENNIS CENTER
$26K
2 grants
HERSHORIN SCHIFF COMMUNITY DAY SCHOOL
$20K
3 grants
JEWISH FAMILY & CHILDREN'S SERVICE
$16K
6 grants

Grant Size Distribution

457 grants

<$10K
445
grants
$10–50K
11
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

22 states

Massachusetts
$484K
78% of total
Florida
$41K
7% of total
New York
$37K
6% of total
District of Columbia
$25K
4% of total
Maryland
$14K
2% of total
North Carolina
$9K
1% of total
Tennessee
$3K
0% of total
Rhode Island
$3K
0% of total
New Hampshire
$1K
0% of total
Montana
$1K
0% of total

+12 more states

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BERNARD G AND NANCY J BERKMAN — Grants, Financials & Contact | Grantivo