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Private Foundation · MA

Allen H & Selma W Berkman Charitable Trust

Boston, MA  ·  EIN 256144060  ·  Website (ProPublica) ↗  ·  990s on ProPublica ↗

Assets

$739K

Total Giving

$15.1M

Grants on File

10

Average Grant

$1.5M

Giving Radius

Where Allen H & Selma W Berkman Charitable Trust Has Given

AK — no grants on file AL — no grants on file AR — no grants on file AZ — no grants on file CA — no grants on file CO — no grants on file CT — no grants on file DC — no grants on file DE — no grants on file FL — no grants on file GA — no grants on file HI — no grants on file IA — no grants on file ID — no grants on file IL — no grants on file IN — no grants on file KS — no grants on file KY — no grants on file LA — no grants on file MA — no grants on file MD — no grants on file ME — no grants on file MI — no grants on file MN — no grants on file MO — no grants on file MS — no grants on file MT — no grants on file NC — no grants on file ND — no grants on file NE — no grants on file NH — no grants on file NJ — no grants on file NM — no grants on file NV — no grants on file NY — no grants on file OH — $3.0M across 2 grants OK — no grants on file OR — no grants on file PA — $3.0M across 2 grants RI — $9.1M across 6 grants SC — no grants on file SD — no grants on file TN — no grants on file TX — no grants on file UT — no grants on file VA — no grants on file VT — no grants on file WA — no grants on file WI — no grants on file WV — no grants on file WY — no grants on file
Historical grants to 5 recipients across 3 states. Top concentrations: WARWICK ($9.1M, 6 grants), CINCINNATI ($3.0M, 2 grants), PITTSBURGH ($3.0M, 2 grants).

Section I

How to Apply

No application guidelines on file — check the foundation's website directly.

On Unsolicited Proposals no

Section IV

Recent Grants

Recipient Amount Year
Vanguard Charitable Endowmnet Program - the Rahm Family Daf Fund $127K 2023
Vanguard Charitable Endowment Program Berkman Family Charitable Fd $127K 2023
Jewish Federation of Greater Pittsburgh - Alan & Barbara Ackerman Family Fd $127K 2023
Vanguard Charitable Endowment Program - Mckey & J Berkman Family Char Fd $127K 2023
Fidelity Charitable - the Bridgewater Fund $127K 2023
Vanguard Charitable Endowmnet Program - the Rahm Family Daf Fund $2.9M 2022
Vanguard Charitable Endowment Program Berkman Family Charitable Fd $2.9M 2022
Vanguard Charitable Endowment Program - Mckey & J Berkman Family Char Fd $2.9M 2022
Jewish Federation of Greater Pittsburgh - Alan & Barbara Ackerman Family Fd $2.9M 2022
Fidelity Charitable - the Bridgewater Fund $2.9M 2022

10 grants total

Section VI

Filing History

Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.

Year Total Assets Qualifying Distributions Total Revenue Total Expenses
2021 $18.5M $873K $3.1M $1.1M
2020 $16.3M $803K $770K $1.1M
2019 $16.3M $792K $885K $922K
2015 $16.4M $842K $595K $911K
2014 $17.4M $878K $982K $828K
2013 $17.3M $825K $669K $888K
2012 $16.2M $787K $433K $821K
2011 $15.6M $798K $1.2M $828K