Allen H & Selma W Berkman Charitable Trust

Organization Overview

Allen H & Selma W Berkman Charitable Trust is located in Boston, MA. The organization was established in 1974. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Allen H & Selma W Berkman Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 10/2022, Allen H & Selma W Berkman Charitable Trust generated $104.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (20.3%) each year. All expenses for the organization totaled $14.7m during the year ending 10/2022. You can explore the organizations financials more deeply in the financial statements section below.

Since 2015, Allen H & Selma W Berkman Charitable Trust has awarded 337 individual grants totaling $20,755,316. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.

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Outside Vendors & Contractors

Vendor Name (Service)Compensation
Miller Investment Management
$69,518
Gma Foundations
$53,150
View All Vendors

Financial Statements

Statement of Revenue
Contributions, Gifts, Grants & Similar $0
Interest on Savings $0
Dividends & Interest $212,820
Net Rental Income$0
Net Gain on Sale of Assets -$108,500
Capital Gain Net Income $0
Net ST Capital Gain $0
Income Modifications $0
Profit on Inventory Sales $0
Other Income $0
Total Revenue $104,320

Grants Awarded

Over the last fiscal year, Allen H & Selma W Berkman Charitable Trust has awarded $14,500,000 in support to 5 organizations.

Grant RecipientAmount

VANGUARD CHARITABLE ENDOWMENT PROGRAM - MCKEY & J BERKMAN FAMILY CHAR FD

PURPOSE: UNRESTRICTED

$2,900,000

FIDELITY CHARITABLE - THE BRIDGEWATER FUND

PURPOSE: UNRESTRICTED

$2,900,000

VANGUARD CHARITABLE ENDOWMENT PROGRAM BERKMAN FAMILY CHARITABLE FD

PURPOSE: UNRESTRICTED

$2,900,000

JEWISH FEDERATION OF GREATER PITTSBURGH - ALAN & BARBARA ACKERMAN FAMILY FD

PURPOSE: UNRESTRICTED

$2,900,000

VANGUARD CHARITABLE ENDOWMNET PROGRAM - THE RAHM FAMILY DAF FUND

PURPOSE: UNRESTRICTED

$2,900,000
View Grant Profile

Peer Organizations

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