Bernard G and Nancy J Berkman
EIN 222777796Total Given 2016–2024
$792K
578 grants · $88K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$200
typical micro grants · $100–$1K
grant size
67%
deep partner · 108/161 multi-year
repeat
$2.3M
Assets (2024)
161
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
NANCY J BERKMAN BERNARD G BERKMAN A
Phone
(617) 266-6100
Deadlines
NONE
How to Apply
LETTER DETAILING THE USE OF THE REQUESTED FUNDS, IRS EXEMPTION
Restrictions
NONE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $85K | $935K | $116K | 79 |
| 2017 | $82K | $1.1M | $114K | 87 |
| 2018 | $85K | $1.0M | $130K | 94 |
| 2019 | N/A | $1.3M | $137K | N/A |
| 2020 | $85K | $1.6M | $52K | 72 |
| 2021 | $109K | $1.9M | $145K | 64 |
| 2022 | $100K | $1.5M | $142K | 62 |
| 2023 | $110K | $1.9M | $147K | 63 |
| 2024 | $137K | $2.3M | $145K | 57 |
Grant Size Distribution
Based on 578 grants on record
Minimum
$25
25th Pctl
$100
Median
$200
Average
$1K
75th Pctl
$1K
Maximum
$50K
Geographic Distribution
Officers & Directors
NB
Nancy J Berkman
5 yrs
Trustee
NB
Nancy J Berkman
5 yrs
Trustee
NB
Nancy J Berkman
5 yrs
Trustee
NB
Nancy J Berkman
5 yrs
Trustee
NB
Nancy J Berkman
5 yrs
Trustee
BB
Bernard G Berkman
4 yrs
Trustee
BB
Bernard G Berkman
4 yrs
Trustee
BB
Bernard G Berkman
4 yrs
Trustee
BB
Bernard G Berkman
4 yrs
Trustee
Grants Awarded (578 total)
| Purpose | ||||
|---|---|---|---|---|
| Newton-Wellesley Charitable Foundation | Newton, MA | $50,500 | RESEARCH | 2024 |
| Israel Tennis Centers Foundation | Deerfield Beach, FL | $50,000 | WELFARE | 2021 |
| Newton-Wellesly Hospital | Newton, MA | $31,000 | RESEARCH | 2016 |
| Combined Jewish Philanthropies | Boston, MA | $25,000 | WELFARE | 2020 |
| Combined Jewish Philanthropies | Boston, MA | $25,000 | WELFARE | 2016 |
| Combined Jewish Philanthropies | Boston, MA | $25,000 | WELFARE | 2017 |
| Newton-Wellesly Hospital | Newton, MA | $25,000 | RESEARCH | 2017 |
| Combined Jewish Philanthropies | Boston, MA | $25,000 | WELFARE | 2018 |
| Newton-Wellesly Hospital | Newton, MA | $25,000 | WELARE | 2018 |
| Newton-Wellesley Charitable Foundation | Newton, MA | $18,000 | RESEARCH | 2023 |
| Newton-Wellesley Charitable Foundation | Newton, MA | $17,000 | RESEARCH | 2022 |
| Combined Jewish Philanthropies | Boston, MA | $15,000 | WELFARE | 2023 |
| Combined Jewish Philanthropies | Boston, MA | $15,000 | WELFARE | 2024 |
| Combined Jewish Philanthropies | Boston, MA | $15,000 | WELFARE | 2022 |
| Hershorin Schiff Community Day School | Sarasota, FL | $10,000 | EDUCATION | 2020 |
| Israel Tennis Center | New York, NY | $10,000 | RELIGIOUS | 2020 |
| Combined Jewish Philanthropies | Boston, MA | $10,000 | WELFARE | 2021 |
| Massachusetts General Hospital | Boston, MA | $8,500 | RESEARCH | 2023 |
| Babson College - Scholarship Fund | Wellesley, MA | $7,100 | EDUCATION | 2020 |
| Babson College - Scholarship Fund | Wellesley, MA | $6,500 | EDUCATION | 2024 |
| Jewish Family & Children'S Service | Framingham, MA | $5,600 | WELFARE | 2022 |
| Massachusetts General Hospital | Boston, MA | $5,500 | RESEARCH | 2021 |
| Massachusetts General Hospital | Boston, MA | $5,500 | RESEARCH | 2022 |
| Massachusetts General Hospital | Boston, MA | $5,200 | RESEARCH | 2020 |
| Southeastern Guide Dogs | Palmetto, FL | $5,000 | WELFARE | 2020 |