Bernard G and Nancy J Berkman
The Bernard G and Nancy J Berkman Foundation is a private family foundation established in 1986 and based in Boston, Massachusetts. The foundation operates as a 501(c)(3) tax-exempt organization dedicated to philanthropic giving across multiple focus areas.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$822K
+0.5% YoY
Annual Giving
$137K
+24.7% YoY
Grant Count
57
-9.5% YoY
Avg Grant Size
$2K
+37.9% YoY
Under IRS private-foundation payout rules, Bernard G and Nancy J Berkman reported a distributable amount of $106K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary funding interests include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Human Rights
- Social Justice
- COVID-19 Relief
- Disaster Preparedness and Relief
Grantmaking
How to Apply
** No specific application procedures are documented in available sources.
Ready to take the next step with Bernard G and Nancy J Berkman?
Geographic Focus
Where this funder awards grants
The foundation primarily supports organizations in:
- Massachusetts
- New York
- Maryland
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $822,213
- Total Giving: $136,700
- Total Revenue: $145,000
- Total Expenses: $141,000
- Total Liabilities: $0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $822,213 | $818,335 | $772,066 |
| Revenue | $144,855 | $146,853 | $142,419 |
| Expenses | $140,977 | $113,484 | $104,957 |
| Qualifying Distributions | $136,700 | $109,600 | $100,150 |
| Net Investment Income | $38,753 | $35,586 | $32,282 |
| Distributable Amount | $105,570 | $100,837 | $89,501 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Newton-wellesley Charitable Foundation ($50,500), Combined Jewish Philanthropies ($15,000), Babson College - Scholarship Fund ($6,500).
| Recipient | Purpose | Amount |
|---|---|---|
| ACLU BOSTON, MA | WELFARE | $200 |
| ADL-ANTI-DEFAMATION LEAGUE WASHINGTON, DC | WELFARE | $4,000 |
| AMERICAN HEART ASSOCIATION FRAMINGHAM, MA | RESEARCH | $100 |
| AMERICAN REPERTORY THEATER CAMBRIDGE, MA | EDUCATION | $500 |
| AMERICA'S VETDOGS SMITHTOWN, NY | WELFARE | $100 |
| BABSON COLLEGE - SCHOLARSHIP FUND WELLESLEY, MA | EDUCATION | $6,500 |
| BABSON COLLEGE STUDENT EMERGENCY FUND WELLESLEY, MA | WELFARE | $1,500 |
| BRANDEIS UNIVERSITY WALTHAM, MA | EDUCATION | $200 |
| CARROLL CENTER FOR THE BLIND NEWTON, MA | WELFARE | $500 |
| CENTRE STREET FOOD PANTRY NEWTON CENTRE, MA | WELFARE | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NANCY J BERKMAN | TRUSTEE | 2 | — |
Contact Information
Address: 842a Beacon Street, Boston, MA 02215-3127
Phone: 617-266-6100
EIN: 22-2777796
Tax-Exempt Status: Since March 1987
Frequently Asked Questions
What does Bernard G and Nancy J Berkman fund?
The foundation's primary funding interests include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Human Rights • Social Justice • COVID-19 Relief • Disaster Preparedness and Relief
How do I apply for a grant from Bernard G and Nancy J Berkman?
**Grant Amounts:** Typical awards range from $50 to $50,500. **Recent Activity:** The foundation distributed $136,700 in total giving according to its most recent IRS Form 990 filing (2024). **Application Process:** No specific application procedures are documented in available sources.
Where does Bernard G and Nancy J Berkman make grants?
The foundation primarily supports organizations in: • Massachusetts • New York • Maryland
What size grants does Bernard G and Nancy J Berkman award?
In 2024, Bernard G and Nancy J Berkman awarded 57 grants totaling $137K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Bernard G and Nancy J Berkman required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bernard G and Nancy J Berkman reported a distributable amount of $106K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bernard G and Nancy J Berkman's EIN?
Bernard G and Nancy J Berkman's EIN (Employer Identification Number) is 22-2777796. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.