Berkman Family Foundation

Boston, MA
Tax-exempt since March 1987
EIN: 22-2777796

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$145k (2024)

Expenses

$141k (2024)

Total Assets

$822k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$144,855

Expenses

$140,977

Net Income

$3,878

Net Assets

$822,213

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$103,515	71.5%
Interest Revenue	$2,275	1.6%
Dividends	$35,494	24.5%
Sales of Assets	$0
Other Income	$3,571	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,700	97.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$822,213
Total Liabilities	$0
Net Assets	$822,213

Compensation

Key Employees and Officers	Compensation	Other
Nancy J Berkman (Trustee)	$0	$0

990-PF

Filed on July 24, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$146,853

Expenses

$113,484

Net Income

$33,369

Net Assets

$818,335

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$107,030	72.9%
Interest Revenue	$2,262	1.5%
Dividends	$35,196	24.0%
Sales of Assets	$0
Other Income	$2,365	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,600	96.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$818,335
Total Liabilities	$0
Net Assets	$818,335

Compensation

Key Employees and Officers	Compensation	Other
Nancy J Berkman (Trustee)	$0	$0

990-PF

Filed on May 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2022

Revenue

$142,419

Expenses

$104,957

Net Income

$37,462

Net Assets

$772,066

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$107,030	75.2%
Interest Revenue	$2,074	1.5%
Dividends	$33,315	23.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,150	95.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$772,066
Total Liabilities	$0
Net Assets	$772,066

Compensation

Key Employees and Officers	Compensation	Other
Nancy J Berkman (Trustee)	$0	$0

990-PF

Filed on June 20, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$145,002

Expenses

$113,776

Net Income

$31,226

Net Assets

$734,604

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$108,788	75.0%
Interest Revenue	$2,022	1.4%
Dividends	$29,555	20.4%
Sales of Assets	$4	0.0%
Other Income	$4,633	3.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,450	97.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$734,604
Total Liabilities	$0
Net Assets	$734,604

Compensation

Key Employees and Officers	Compensation	Other
Nancy J Berkman (Trustee)	$0	$0

990-PF

Filed on Nov. 8, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$52,195

Expenses

$87,866

Net Income

-$35,671

Net Assets

$703,377

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,273	38.8%
Interest Revenue	$2,052	3.9%
Dividends	$27,808	53.3%
Sales of Assets	$0
Other Income	$2,062	4.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,245	98.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$703,378
Total Liabilities	$1
Net Assets	$703,377

Compensation

Key Employees and Officers	Compensation	Other
Nancy J Berkman (Trustee)	$0	$0

990-PF

Filed on May 3, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$136,687

Expenses

$110,636

Net Income

$26,051

Net Assets

$739,048

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$107,030	78.3%
Interest Revenue	$2,247	1.6%
Dividends	$26,827	19.6%
Sales of Assets	$0
Other Income	$583	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,595	98.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$739,049
Total Liabilities	$1
Net Assets	$739,048

Compensation

Key Employees and Officers	Compensation	Other
Bernard G Berkman (Trustee)	$0	$0

990-PF

Filed on May 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$130,312

Expenses

$88,186

Net Income

$42,126

Net Assets

$712,998

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$92,030	70.6%
Interest Revenue	$2,892	2.2%
Dividends	$25,668	19.7%
Sales of Assets	$8,065	6.2%
Other Income	$1,657	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,945	97.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$712,998
Total Liabilities	$0
Net Assets	$712,998

Compensation

Key Employees and Officers	Compensation	Other
Bernard G Berkman (Trustee)	$0	$0

990-PF

Filed on July 1, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$113,677

Expenses

$85,582

Net Income

$28,095

Net Assets

$670,872

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$92,030	81.0%
Interest Revenue	$4,398	3.9%
Dividends	$23,004	20.2%
Sales of Assets	-$5,997
Other Income	$242	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,655	97.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$670,872
Total Liabilities	$0
Net Assets	$670,872

Compensation

Key Employees and Officers	Compensation	Other
Bernard G Berkman (Trustee)	$0	$0

990-PF

Filed on May 24, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Revenue

$115,642

Expenses

$89,898

Net Income

$25,744

Net Assets

$642,777

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$92,030	79.6%
Interest Revenue	$5,039	4.4%
Dividends	$21,566	18.6%
Sales of Assets	-$3,521
Other Income	$528	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,545	96.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$642,777
Total Liabilities	$0
Net Assets	$642,777

Compensation

Key Employees and Officers	Compensation	Other
Bernard G Berkman (Trustee)	$0	$0

990-PF

Filed on April 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

$96,495

Expenses

$61,577

Net Income

$34,918

Net Assets

$617,033

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$67,030	69.5%
Interest Revenue	$6,010	6.2%
Dividends	$21,669	22.5%
Sales of Assets	$58	0.1%
Other Income	$1,728	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,102	96.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$617,033
Total Liabilities	$0
Net Assets	$617,033

Compensation

Key Employees and Officers	Compensation	Other
Bernard G Berkman (Trustee)	$0	$0

990-PF

Filed on May 5, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$38,085

Expenses

$66,256

Net Income

-$28,171

Net Assets

$582,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$62,030	> 100%
Interest Revenue	$6,837	18.0%
Dividends	$20,379	53.5%
Sales of Assets	-$51,416
Other Income	$255	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,812	94.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$582,115
Total Liabilities	$0
Net Assets	$582,115

Compensation

Key Employees and Officers	Compensation	Other
Bernard G Berkman (Trustee)	$0	$0

990-PF

Filed on May 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$83,809

Expenses

$66,886

Net Income

$16,923

Net Assets

$610,286

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$57,030	68.0%
Interest Revenue	$9,964	11.9%
Dividends	$16,033	19.1%
Sales of Assets	$206	0.2%
Other Income	$576	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,452	94.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$610,286
Total Liabilities	$0
Net Assets	$610,286

Compensation

Key Employees and Officers	Compensation	Other
Bernard G Berkman (Trustee)	$0	$0

990-PF

Filed on April 29, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$84,387

Expenses

$63,345

Net Income

$21,042

Net Assets

$593,363

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$57,030	67.6%
Interest Revenue	$11,443	13.6%
Dividends	$15,075	17.9%
Sales of Assets	$839	1.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,949	94.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$593,363
Total Liabilities	$0
Net Assets	$593,363

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$78,664

Expenses

$56,717

Net Income

$21,947

Net Assets

$572,321

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$53,788	68.4%
Interest Revenue	$12,479	15.9%
Dividends	$11,806	15.0%
Sales of Assets	$591	0.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,657	94.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$572,321
Total Liabilities	$0
Net Assets	$572,321

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated September 25, 2025

Berkman Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $145k (2024)

Expenses $141k (2024)

Total Assets $822k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Revenue

$145k (2024)

Expenses

$141k (2024)

Total Assets

$822k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001