Ohio · Private foundation
The Marshall L and Deborah L Berkman Family Charitable Trust
Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
- $240k
- Granted FY2020
- 17
- Grants FY2020
- 11
- Organizations funded FY2020
- 27%
- First-time grantees FY2020
Read this first · the figures below need context
69% of The Marshall L and Deborah L Berkman Family Charitable Trust’s FY2025 grant dollars went to Vanguard Charitable Endowment Program, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2025 names 14 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2020, the last year The Marshall L and Deborah L Berkman Family Charitable Trust named its own grantees at scale: 7 organizations, $240k. It is dated, not current.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
- Median grant, FY2020
- $10,000
- Largest grant, FY2020
- $50,000
- Organizations funded a year
- 11 to 14
- FY2019 to FY2020
- States reached, FY2020
- 5
- Total assets, FY2020
- $3.6M
- Applications
- Preselected organizations only
- Per its most recent filing; check its own site
How open it is to new grantees
In FY2020, 27% of the organizations The Marshall L and Deborah L Berkman Family Charitable Trust funded were first-time grantees, receiving 6% of its grant dollars.
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2020 | 11 | $175k | 27% |
| FY2019 | 14 | $168k | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2025.
Where its grants go
Grant dollars by states, across the years we hold.
Which US states its grants reach
Top grantees
Largest recipients by total granted, FY2019 to FY2025, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Noble and Greenough School | $151,000 | 4 | 0% |
| Dana-Farber Cancer Institute Inc | $80,000 | 3 | 0% |
| Georgetown University | $65,000 | 5 | 0% |
| American Friends of Wigmore Hall Inc | $60,000 | 6 | 15% |
| The Santa Fe Opera | $54,000 | 6 | 0% |
| The Roxbury Latin School | $38,290 | 6 | 0% |
| Santa Fe Chamber Music Festival Ltd | $20,500 | 5 | 0% |
| Mass General Brigham Incorporated | $10,000 | 1 | n/a |
| Middlesex School | $8,250 | 4 | 0% |
| Jewish Alliance for Law and Social Action Inc | $7,000 | 2 | 0% |
Show all 21 grantees
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Noble and Greenough School | $151,000 | 4 | 0% |
| Dana-Farber Cancer Institute Inc | $80,000 | 3 | 0% |
| Georgetown University | $65,000 | 5 | 0% |
| American Friends of Wigmore Hall Inc | $60,000 | 6 | 15% |
| The Santa Fe Opera | $54,000 | 6 | 0% |
| The Roxbury Latin School | $38,290 | 6 | 0% |
| Santa Fe Chamber Music Festival Ltd | $20,500 | 5 | 0% |
| Mass General Brigham Incorporated | $10,000 | 1 | n/a |
| Middlesex School | $8,250 | 4 | 0% |
| Jewish Alliance for Law and Social Action Inc | $7,000 | 2 | 0% |
| Charles River Watershed Association Inc | $6,000 | 1 | 0% |
| Shelterbox USA Inc | $5,000 | 1 | 0% |
| The Winsor School | $4,000 | 4 | 0% |
| Boston Area Rape Crisis Center Inc | $2,000 | 4 | 0% |
| Metropolitan Family Services | $1,500 | 3 | 0% |
| World Bicycle Relief Nfp | $1,500 | 3 | 0% |
| Boston Cares Inc | $1,250 | 3 | 0% |
| Pine Street Inn Inc | $500 | 1 | 0% |
| West End House Inc | $500 | 1 | 0% |
| Bronx Letters Foundation | $500 | 1 | n/a |
| Girls on the Run Greater Boston | $250 | 1 | 0% |
What it could do for these grantees
Plus 10 recipients with no EIN on record ($423k), not named here.
Where it is load-bearing
Each grantee by its size and the share of its budget The Marshall L and Deborah L Berkman Family Charitable Trust supplied at peak.
Tap a dot to name the grantee.
How this is measured
Co-funders
Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.
Open a dossier: Eastern Bank Foundation · Boston Foundation Inc · Combined Jewish Philanthropies of Greater Boston Inc · Liberty Mutual Foundation Inc · Analog Devices Foundation · Fidelity Foundation · Jpmorgan Chase Foundation · Jewish Communal Fund · Vanguard Charitable Endowment Program · Morgan Stanley Global Impact Funding Trust Inc · Charities Aid Foundation America · The Bank of America Charitable Foundation Inc
How this is measured
Compare The Marshall L and Deborah L Berkman Family Charitable Trust with peer funders
About The Marshall L and Deborah L Berkman Family Charitable Trust
- How much does The Marshall L and Deborah L Berkman Family Charitable Trust give?
- The Marshall L and Deborah L Berkman Family Charitable Trust reported 17 grants totaling $240,000 in its FY2020 IRS filing. It funded between 11 and 14 organizations a year over FY2019 to FY2020.
- What does The Marshall L and Deborah L Berkman Family Charitable Trust fund?
- By grant dollars over FY2019 to FY2025, its largest causes are Philanthropy (32%), Education (23%), International (18%).
- Who are The Marshall L and Deborah L Berkman Family Charitable Trust's largest grantees?
- By total granted over FY2019 to FY2025: Noble and Greenough School ($151k), Dana-Farber Cancer Institute Inc ($80k), Georgetown University ($65k).
- Does The Marshall L and Deborah L Berkman Family Charitable Trust fund new organizations?
- In FY2020, 27% of the organizations it funded were first-time grantees.
- Does The Marshall L and Deborah L Berkman Family Charitable Trust accept unsolicited applications?
- Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
- Which funders back the same organizations as The Marshall L and Deborah L Berkman Family Charitable Trust?
- Its strongest co-funders, measured against what their size predicts, include Eastern Bank Foundation, Boston Foundation Inc, Combined Jewish Philanthropies of Greater Boston Inc.
- Where is The Marshall L and Deborah L Berkman Family Charitable Trust based?
- The Marshall L and Deborah L Berkman Family Charitable Trust is based in OH.
Play a game based on Marshall L and Deborah L Berkman Family’s filings →