The Allen H. and Selma W. Berkman
EIN 256144060 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2016–2023
$5.1M
239 grants · $640K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $5K–$15K
grant size
24%
balanced · 36/153 multi-year
repeat
$18.5M
Assets (2021)
153
Distinct Recipients
About
THE ALLEN H. AND SELMA W. BERKMAN CHARITABLE TRUST IS REGISTERED IN PA THE PA DEPARTMENT OF STATE CHARITIES PROVIDES FOR A FILING EXEMPTION FOR ANY CHARITABLE ORGANIZATION WHICH RECEIVES $25,000 OR LESS OF ANNUAL GROSS NATIONAL CONTRIBUTIONS. THE ALLEN H. AND SELMA W. BERKAMN CHARITABLE TRUST HAS NO CONTRIBUTION INCOME AND AS SUCH IS NOT REQUIRED TO PROVIDE A COPY OF THE FORM 990PF TO PA.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Contact Person
AMY SHOREY
Phone
(617) 426-7080
Deadlines
N/A
How to Apply
APPLICATIONS BY INVITATION ONLY
Restrictions
N/A
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $850K | $15.8M | $408K | 40 |
| 2017 | $760K | $17.1M | $1.1M | 39 |
| 2018 | $925K | $15.9M | $1.1M | 44 |
| 2020 | $1,000K | $16.3M | $770K | 59 |
| 2021 | $950K | $18.5M | $3.1M | 52 |
| 2023 | $633K | $0 | $17K | 5 |
Grant Size Distribution
Based on 239 grants on record
Minimum
$2K
25th Pctl
$5K
Median
$5K
Average
$21K
75th Pctl
$15K
Maximum
$150K
Geographic Distribution
Texas Counties Served
0.4% of US grants
· Rank #16 of 17 states
$5K across
1 grant
1 of 254 counties
Top 1 counties
- 1 Travis
Officers & Directors
HH
Helen Berkman Habbert
6+ yrs
Trustee
JH
Julie Habbert
5 yrs
Trustee
WR
William RAHM
6+ yrs
Trustee
RB
RT Winston Berkman-Breen
4 yrs
Trustee
DB
Daniel A. Berkman
4 yrs
Trustee
AA
Alan Ackerman Jr
4 yrs
Trustee
BA
Barbara Berkman Ackerman
6+ yrs
Trustee
RB
Richard Berkman
4 yrs
Trustee
SR
Susan Berkman RAHM
6+ yrs
Trustee
JB
James S. Berkman
6+ yrs
Trustee
JH
Julie Habbert
5 yrs
Trustee
HH
Helen Berkman Habbert
6+ yrs
Trustee
JB
James S. Berkman
6+ yrs
Trustee
SR
Susan Berkman RAHM
6+ yrs
Trustee
RB
Richard Berkman
4 yrs
Trustee
BA
Barbara Berkman Ackerman
6+ yrs
Trustee
AA
Alan Ackerman Jr
4 yrs
Trustee
DB
Daniel A. Berkman
4 yrs
Trustee
RB
RT Winston Berkman-Breen
4 yrs
Trustee
WR
William RAHM
6+ yrs
Trustee
JB
James S. Berkman
6+ yrs
Trustee
HH
Helen Berkman Habbert
6+ yrs
Trustee
JH
Julie Habbert
5 yrs
Trustee
WR
William RAHM
6+ yrs
Trustee
RB
RT Winston Berkman-Breen
4 yrs
Trustee
DB
Daniel A. Berkman
4 yrs
Trustee
AA
Alan Ackerman Jr
4 yrs
Trustee
BA
Barbara Berkman Ackerman
6+ yrs
Trustee
RB
Richard Berkman
4 yrs
Trustee
SR
Susan Berkman RAHM
6+ yrs
Trustee
WR
William RAHM
6+ yrs
Trustee
HH
Helen Berkman Habbert
6+ yrs
Trustee
JB
James S. Berkman
6+ yrs
Trustee
SR
Susan Berkman RAHM
6+ yrs
Trustee
RB
Richard Berkman
4 yrs
Trustee
BA
Barbara Berkman Ackerman
6+ yrs
Trustee
AA
Alan Ackerman Jr
4 yrs
Trustee
DB
Daniel A. Berkman
4 yrs
Trustee
RB
RT Winston Berkman-Breen
4 yrs
Trustee
JH
Julie Habbert
5 yrs
Trustee
WR
William RAHM
6+ yrs
Trustee
HH
Helen Berkman Habbert
6+ yrs
Trustee
JB
James S. Berkman
6+ yrs
Trustee
SR
Susan Berkman RAHM
6+ yrs
Trustee
RB
Richard L. Berkman
2 yrs
Trustee
BA
Barbara Berkman Ackerman
6+ yrs
Trustee
AA
Alan Ackerman
2 yrs
Trustee
C1
Caroline Habbert Romash Left 11116
Trustee
DB
Daniel Berkman
2 yrs
Trustee
WB
Winston Berkman
2 yrs
Trustee
JH
Julie Habbert
5 yrs
Trustee
HH
Helen Berkman Habbert
6+ yrs
Trustee
JB
James S. Berkman
6+ yrs
Trustee
SR
Susan Berkman RAHM
6+ yrs
Trustee
RB
Richard L. Berkman
2 yrs
Trustee
BA
Barbara Berkman Ackerman
6+ yrs
Trustee
AA
Alan Ackerman
2 yrs
Trustee
CR
Caroline Habbert Romash
Trustee
DB
Daniel Berkman
2 yrs
Trustee
WB
Winston Berkman
2 yrs
Trustee
WR
William RAHM
6+ yrs
Trustee
Grants Awarded (239 total)
| Purpose | ||||
|---|---|---|---|---|
| Children's Literacy Initiative | Philadelphia, PA | $150,000 | INTEGRATING CURRICULUM DEVELOPMENT AND PROFESSIONAL DEVELOPMENT FOR KINDERGARTEN READINESS | 2018 |
| Icahn School of Medicine at Mount Sinai | New York, NY | $150,000 | PALLIATIVE CARE PAYER EDUCATION INITIATIVE | 2018 |
| Us Water Alliance | Washington, DC | $150,000 | AN EQUITABLE WATER FUTURE: WATER EQUITY TASKFORCE | 2018 |
| Us Water Alliance | Washington, DC | $150,000 | SCALING EQUITABLE, RESILIENT WATER MANAGEMENT | 2021 |
| Center to Advance Palliative Care | New York, NY | $150,000 | IN SUPPORT OF THE VALUE-BASED CONTRACTING INCUBATOR PROJECT | 2016 |
| Natural Resources Defense Council | New York, NY | $150,000 | IN SUPPORT OF THE CITY FOOD WASTE PROJECT IN NASHVILLE, TENNESSEE | 2016 |
| Icahn School of Medicine at Mount Sinai FBO Center to Advance Palliative | New York, NY | $149,870 | CAPC PAYMENT ACCELERATOR (FORMERLY VALUE-BASED CONTRACTING INCUBATOR) | 2017 |
| Fidelity Charitable - the Bridgewater Fund | Cincinnati, OH | $126,600 | UNRESTRICTED | 2023 |
| Jewish Federation of Greater Pittsburgh - Alan & Barbara Ackerman Family FD | Pittsburgh, PA | $126,600 | UNRESTRICTED | 2023 |
| Vanguard Charitable Endowment Program - McKey & J Berkman Family CHAR FD | Warwick, RI | $126,600 | UNRESTRICTED | 2023 |
| Vanguard Charitable Endowment Program Berkman Family Charitable FD | Warwick, RI | $126,600 | UNRESTRICTED | 2023 |
| Vanguard Charitable Endowmnet Program - the RAHM Family DAF Fund | Warwick, RI | $126,600 | UNRESTRICTED | 2023 |
| Rutland West Neighborhood Housing FBO Ponte Pilas | West Rutland, VT | $110,000 | PONTE PILAS | 2018 |
| Children's Literacy Initiative | Philadelphia, PA | $100,000 | DEVELOPING MISSION-CRITICAL DISTANCE LEARNING SERVICES FOR CHILDRENS LITERACY | 2020 |
| Icahn School of Medicine at Mount Sinai FBO CTR to Advance Palliative Care | New York, NY | $100,000 | ENSURING ACCESS TO PALLIATIVE CARE IN THE COVID ERA | 2020 |
| Prevent Alzheimers Disease 2020 | Rockville, MD | $100,000 | INTERCONTINENTAL BRAIN HEALTH INITIATIVE | 2020 |
| Us Water Alliance | Washington, DC | $100,000 | SCALING EQUITABLE, RESILIENT WATER MANAGEMENT | 2020 |
| Center to Advance Palliative Care | New York, NY | $100,000 | STRENGTHENING PALLIATIVE CARE LEADERSHIP AND INFUSING EQUITY | 2021 |
| Children's Literacy Initiative | Philadelphia, PA | $100,000 | LITERACY TO LIBERATION: TRANSFORMING LEARNING OUTCOMES FOR BLACK & LATINX CHILDREN IN 2021-22 | 2021 |
| Children's Literacy Initiative | Philadelphia, PA | $100,000 | IN SUPPORT OF CLI OPERATIONS AS THE ORGANIZATION EXPANDS NATIONALLY | 2016 |
| Harlem Children's Zone | New York, NY | $100,000 | IN SUPPORT OF THE HARLEM GEMS PROGRAM | 2016 |
| Natural Resources Defense Council | New York, NY | $100,000 | LEVERAGING NASHVILLE FOOD WASTE WORK IN OTHER CITIES | 2017 |
| Trustees of the University of PENN | Philadelphia, PA | $99,660 | IMPROVING SERIOUS ILLNESS COMMUNICATION IN THE ERA OF COVID-19 | 2020 |
| Parent-Child Home Program | Mineola, NY | $60,000 | PARENT-CHILD HOME PROGRAM PENNSYLVANIA EXPANSION | 2017 |
| Natural Resources Defense Council | New York, NY | $50,000 | SAVE THE FOOD CAMPAIGN IN PITTSBURG & OTHER CITIES | 2018 |
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