Bernard G and Nancy J Berkman

BOSTON, MA EIN: 22-2777796

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

Research compiled by Grantable AI from public sources. Last updated April 2026.

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.

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Geographic Focus

Where this funder awards grants

The foundation primarily supports organizations in:

  • Massachusetts
  • New York
  • Maryland

Grant Distribution by State

17states
+9 more states

Cities

AllstonAndoverBostonBoys TownBradentonBrightonBrooklineCambridgeCaryClarksburgColumbusDedhamDeerfield BeachDes MoinesFraminghamGarden ValleyHagerstownLehigh AcresManchesterMarblehead

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
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$40K$81K$121K$162K20202021202220232024
Metric202420232022
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

$0$34K$68K$103K$137K72 grants202064 grants202162 grants202263 grants202357 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

NEWTON-WELLESLEY CHARITA…$51KCOMBINED JEWISH PHILANTH…$15KBABSON COLLEGE - SCHOLAR…$7KJEWISH FAMILY & CHILDREN…$5KNATIONAL MULTIPLE SCLERO…$5KADL-ANTI-DEFAMATION LEAGUE$4KFRIENDS OF THE ISRAELI D…$4KMASSACHUSETTS GENERAL HO…$3KCHILDREN'S HOSPITAL BOSTON$3KDOCTORS WITHOUT BORDERS$3K

Grant Size Distribution

250 grants across all recorded years

248<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
NANCY J BERKMANTRUSTEE2

Contact Information

Address: 842a Beacon Street, Boston, MA 02215-3127

Phone: 617-266-6100

EIN: 22-2777796

Tax-Exempt Status: Since March 1987

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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