The Allen H and Selma W Berkman

BOSTON, MA EIN: 25-6144060

The Allen H and Selma W Berkman Charitable Trust is a private foundation based in Boston, Massachusetts. Established in 1972 in Pennsylvania, the foundation has maintained its focus on philanthropic giving across the United States and Canada for decades.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$633K

-95.6% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$127K

-95.6% YoY

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

Mission & Focus Areas

The foundation's giving priorities include:

  • Education
  • The Arts
  • Health and Human Services
  • Social Justice
  • Judaism
  • Philanthropy, Voluntarism & Grantmaking

Grantmaking

The foundation does not accept unsolicited applications and operates on an invite-only basis.

Grant Range

$127,000

How to Apply

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Geographic Focus

Where this funder awards grants

The foundation supports a wide geographic area across the United States and Canada, with documented funding in the following states and regions:

  • Ohio
  • Pennsylvania
  • Rhode Island
  • Illinois
  • Florida
  • Connecticut
  • California
  • Massachusetts
  • New York
  • Louisiana
  • New Jersey
  • Maryland
  • Toronto (Canada)

Major U.S. cities including Boston, New York, and Washington D.C. have also received funding.

Grant Distribution by State

15states
+7 more states

Cities

AlexandriaArabiBerkeleyBostonChicagoCincinnatiCoral GablesDuquesneHagerstownLincolnMiamiNew OrleansNew YorkNewarkNorristownOaklandPhiladelphiaPittsburghRd FloorRockville

Financial History

Multi-year comparison from IRS filings

Assets & Giving:

  • Total assets: $18.5 million
  • Total giving (2023): $633,000
  • Annual expenses: approximately $754,443
  • Annual revenue: $17,287
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4M$8M$12M$16M2020202120222023
Metric202320222021
Total Assets$738,750$18,464,315
Revenue$17,287$104,320$3,071,056
Expenses$754,443$14,658,713$1,140,095
Qualifying Distributions$754,443$14,601,225
Net Investment Income$8,287$160,832$2,987,156
Distributable Amount$10,970$760,917$873,142

Giving Over Time

Total grant dollars and number of grants per year

$0$4M$7M$11M$15M59 grants202052 grants20215 grants20225 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2023

FIDELITY CHARITABLE - TH…$127KJEWISH FEDERATION OF GRE…$127KVANGUARD CHARITABLE ENDO…$127KVANGUARD CHARITABLE ENDO…$127KVANGUARD CHARITABLE ENDO…$127K

Grant Size Distribution

110 grants across all recorded years

91<$50K3$50–100K11$100–250K$250–500K$500K–1M5$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

Founders:

  • Allen Hugh Berkman (born January 7, 1912, in Canton, Ohio; came to Pittsburgh in 1936)
  • Selma W. Berkman (came to Pittsburgh in 1938)

Allen H. Berkman was the youngest of four children born to Hyman and Sarah (Helman) Berkman, who emigrated from Lithuania in 1907.

Compensation Overview

From 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
HELEN BERKMAN HABBERTTRUSTEE3
JAMES S BERKMANTRUSTEE3
SUSAN BERKMAN RAHMTRUSTEE3
RICHARD BERKMANTRUSTEE3
BARBARA BERKMAN ACKERMANTRUSTEE3
ALAN ACKERMAN JRTRUSTEE3
DANIEL A BERKMANTRUSTEE3
RT WINSTON BERKMAN-BREENTRUSTEE3
WILLIAM RAHMTRUSTEE3
JULIE HABBERTTRUSTEE3

Recent News & Activity

Recent developments and announcements

The foundation awarded $300,000 to Jewish Family and Community Services of Pittsburgh for refugee services.

Press Release: Berkman Foundation awards JFCS $300,000 for refugee services

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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