MARSHALL L & DEBORAH L BERKMAN FAM CHARITABLE TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MARSHALL L & DEBORAH L BERKMAN FAM CHARITABLE TR (EIN 34-1845200)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-10
- IRS object ID
- 202611619349100206
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-10T10:57:16-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 340664461 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER SMELTZ SPIETH BELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVE E STE 2200 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341845200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARSHALL L AND DEBORAH L | BusinessNameLine1Txt |
| Business Name Line2 | BERKMAN FAMILY CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARS | BusinessNameControlTxt |
| Phone | 2165351066 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O J TALBOT YOUNG 1375 E 9TH ST | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA B COLEMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2026-06-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J TALBOT YOUNG JR | PreparerPersonNm |
| PTIN | P01329521 | PTIN |
| Phone | 2166964200 | PhoneNum |
| Preparation | 2026-06-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,471,023 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $708 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $16,516 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,516 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $87,438 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,438 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $754,616 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,266,019 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $754,616 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,098 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,098 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $861,376 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $860,668 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $3,612 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,806 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,806 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $31,688 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,908 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,780 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,727 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,701 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $43,027 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,415 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,586 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $336,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $336,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $379,527 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,415 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $354,086 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $481,849 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $840,253 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $68,226 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,566 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,566 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $296,964 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $600,531 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $605,906 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,165,381 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,361,318 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,151,195 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $587,042 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $584,830 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $660,356 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,117,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,600,245 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,471,023 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,117,613 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,600,245 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,117,613 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,600,245 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,117,613 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,600,245 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,117,613 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $481,849 | ExcessRevenueOverExpensesAmt |
| Other Increases | $783 | OtherIncreasesAmt |
| Subtotal | $3,600,245 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,600,245 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BNY MELLON X383 LT COVERED | P | 2024-01-01 | 2025-12-31 | $1,113,752 | $502,756 | $610,996 | $610,996 |
| BNY MELLON X383 - ACCRUED MARKET DIS | P | 2024-01-01 | 2025-12-31 | $2,840 | -$2,840 | -$2,840 | |
| APPLE INC | P | 2009-05-09 | 2025-10-16 | $112,926 | $4,127 | $108,799 | $108,799 |
| JOHNSON AND JOHNSON | P | 1989-09-28 | 2025-02-19 | $39,341 | $1,680 | $37,661 | $37,661 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $754,616 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,680 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,680 | SubtotalAmt |
| Tax Based On Investment Income | $11,680 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,680 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $11,680 | TotalPaymentsAndCreditsAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J TALBOT YOUNG JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2165351066 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 E NINTH STREET SUITE 900 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAURA B COLEMAN | ||||||||||||
| 191 COMMONWEALTH AVENUE 2 | BOSTON | MA | 02116 | TRUSTEE | 000.00 | $0 | $0 | $0 | ||||
| ELLEN F BERKMAN | ||||||||||||
| 265 GODDARD AVE | BROOKLINE | MA | 02445 | TRUSTEE | 000.00 | $0 | $0 | $0 | ||||
| MARTHA B WINFIELD | ||||||||||||
| TRUSTEE | 000.00 | $0 | $0 | $0 | 13 RANDOLPH CRESCENT | LONDON | UK | W9 1DP | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,987,701 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,592 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,064,293 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,064,293 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $120,964 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,943,329 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $397,166 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $397,166 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,680 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,680 | TotalTaxAmt |
| Distributable Before Adj | $385,486 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $385,486 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $385,486 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $354,086 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $354,086 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $385,486 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $334,408 | UndistributedIncomePYAmt |
| Qualifying Distributions | $354,086 | QualifyingDistributionsAmt |
| Applied To Year1 | $334,408 | AppliedToYear1Amt |
| Applied To Current Year | $19,678 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $365,808 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAURA B COLEMAN | ContributingManagerNm |
| Contributing Manager | ELLEN F BERKMAN | ContributingManagerNm |
| Contributing Manager | MARTHA B WINFIELD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF WIGMORE HALL | |||||||||
| 1350 AVE OF THE AMERICAS | FLOOR 2 SUITE 266 | NEW YORK | NY | 10019 | N/A | POF | UNRESTRICTED | $10,000 | |
| FIDELITY CHARITABLE | |||||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | FAMILY FOUNDATI | POF | BERKMAN& BRYANT FAMILY CHARITABLE FD | $57,855 | ||
| CAF AMERICA | |||||||||
| 225 REINEKERS LANE | SUITE 375 | ALEXANDRIA | VA | 22314 | N/A | POF | UK MUSIC MASTERS | $15,000 | |
| CAF AMERICA | |||||||||
| 225 REINEKERS LANE | SUITE 375 | ALEXANDRIA | VA | 223142840 | N/A | POF | HAPPY BABY COMMUNITY | $40,000 | |
| CAF AMERICA | |||||||||
| 225 REINEKERS LANE | SUITE 375 | ALEXANDRIA | VA | 22314 | N/A | POF | FOODCYCLE | $5,000 | |
| COLUMBIA UNIVERSITY | |||||||||
| 622 WEST 113TH STREET | MC 4530 | NEW YORK | NY | 10025 | N/A | POF | ANNUAL FUND | $1,000 | ATTN MARA HENCKLER |
| MIDDLESEX SCHOOL | |||||||||
| 1500 LOWELL ROAD | CONCORD | MA | 01742 | N/A | POF | MADELEINE COLEMAN SCHOLARSHIP FUND | $2,000 | ATTN HEATHER J PARKER | |
| HARVARD UNIVERSITY | |||||||||
| 124 MT AUBURN STREET | CAMBRIDGE | MA | 02138 | N/A | POF | BRYANT FAMILY FINANCIAL AID FUND | $1,000 | RECORDING SECRETARY'S OFFICE | |
| VANGUARD CHARITABLE | |||||||||
| PO BOX 9509 | WARWICK | RI | 02889 | FAMILY FOUNDATI | POF | COLEMAN CHARITABLE FOUNDATION | $92,000 | ||
| CAF AMERICA | |||||||||
| 225 REINEKERS LANE | SUITE 375 | ALEXANDRIA | VA | 22314 | N/A | POF | AUTISM FORWARD | $2,500 | |
| CHAPEL AND YORK FOUNDATION | |||||||||
| 155 EAST 44TH STREET | NEW YORK | NY | 10017 | N/A | POF | ROYAL COLLEGE OF MUSIC | $15,000 | ||
| COLUMBIA UNIVERSITY | |||||||||
| 622 WEST 113TH STREET | MC 4530 | NEW YORK | NY | 10025 | N/A | POF | MADELEINE COLEMAN SCHOLARSHIP FUND | $2,000 | ATTN MARA HENCKLER |
| COLUMBIA UNIVERSITY | |||||||||
| 622 WEST 113TH STREET | MC 4530 | NEW YORK | NY | 10025 | N/A | POF | BUSINESS SCHOOL | $2,000 | ATTN MARA HENCKLER |
| BOSTON AREA RAPE CRISIS CENTER | |||||||||
| 24 CRESCENT STREET | SUITE 202 | WALTHAM | MA | 02453 | N/A | POF | UNRESTRICTED | $500 | PHILANTHROPY OFFICE |
| DANAFARBER CANCER INSTITUTE | |||||||||
| PO BOX 849168 | BOSTON | MA | 022849168 | N/A | POF | GYNECOLOGY RESEARCH IN MEM D BERKMAN | $30,000 | DONOR SERVICES | |
| GEORGETOWN UNIVERSITY | |||||||||
| DEPARTMENT NUMBER 0734 | WASHINGTON | DC | 200730734 | N/A | POF | MISSION AND MINISTRY SCHOLARSHIP | $10,000 | ||
| THE ROXBURY LATIN SCHOOL | |||||||||
| 101 ST TERESA AVENUE | WEST ROXBURY | MA | 02132 | N/A | POF | THE 1645 CLUB | $1,645 | DIRECTOR OF DEVELOPMENT | |
| WINSOR SCHOOL | |||||||||
| 103 PILGRIM ROAD | BOSTON | MA | 02215 | N/A | POF | UNRESTRICTED | $1,000 | ||
| ALUMNI AND DONOR RECORDS PRINCETON | |||||||||
| PO BOX 5357 | 4TH FLOOR | PRINCETON | NJ | 085435347 | N/A | POF | PRINCETON SOCCER | $1,000 | UNIVERSITY |
| ALUMNI AND DONOR RECORDS PRINCETON | |||||||||
| PO BOX 5357 | PRINCETON | NJ | 085435357 | N/A | POF | BRYANT VENTURE FORWARD SCHOLARSHIP F | $1,000 | UNIVERSITY | |
| JEWISH ALLIANCE FOR LAW AND SOCIAL | |||||||||
| 11 BEACON ST STE 722 | BOSTON | MA | 02108 | N/A | POF | UNRESTRICTED | $3,500 | ACTION | |
| BOSTON CARES | |||||||||
| 10 CITY SQUARE SUITE 6 | CHARLESTOWN | MA | 02128 | N/A | POF | UNRESTRICTED | $250 | ||
| NOBLE AND GREENOUGH SCHOOL | |||||||||
| 10 CAMPUS DRIVE | DEDHAM | MA | 02026 | N/A | POF | LILY ROME BRYANT SCHOLARSHIP FUND | $25,000 | ||
| NOBLE AND GREENOUGH SCHOOL | |||||||||
| 10 CAMPUS DRIVE | DEDHAM | MA | 02026 | N/A | POF | LILY ROME BRYANT SCHOLARSHIP FUND | $1,000 | ||
| PINE STREET INN | |||||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | N/A | POF | UNRESTRICTED | $500 | ||
| WORLD BICYCLE RELIEF | |||||||||
| 1000 WEST FULTON MARKET | 4TH FLOOR | CHICAGO | IL | 60607 | N/A | POF | MICHAEL KING'S POWER OF BICYCLES | $500 | ATTN DEVELOPMENT |
| GIRLS ON THE RUN GREATER BOSTON | |||||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | N/A | POF | UNRESTRICTED | $250 | AREA | |
| SANTE FE OPERA | |||||||||
| 301 OPERA DRIVE | SANTE FE | NM | 87506 | N/A | POF | UNRESTRICTED | $15,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $336,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,516 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,438 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,098 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $754,616 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $860,668 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $860,668 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| LAURA B COLEMAN | ||||||||||
| 1 | 191 COMMONWEALTH AVENUE 2 | BOSTON | MA | 02116 | $236 | Yes (X) | ||||
| ELLEN F BERKMAN | ||||||||||
| 2 | 265 GODDARD STREET | BROOKLINE | MA | 02445 | $236 | Yes (X) | ||||
| MARTHA B WINFIELD | ||||||||||
| 3 | $236 | Yes (X) | 13 RANDOLPH CRESCENT | LONDON | UK | W9 1DP | ||||
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 95 SHARES OF APPLE, INC. | $22,427 | 2025-09-10 |
| 2 | 95 SHARES OF APPLE, INC. | $22,427 | 2025-09-10 |
| 3 | 95 SHARES OF APPLE, INC. | $22,426 | 2025-09-10 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THIS TRUST DOES NOT PROVIDE A COPY OF FORM 990-PF TO THE OHIO ATTORNEY GENERAL BECAUSE, IN LIEU THEREOF, IT IS REQUIRED TO FILE AN ONLINE ANNUAL REPORT WITH THE ATTORNEY GENERAL'S OFFICE AT WWW.OHIOATTORNEYGENERAL.GOV | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES COMMON STOCK | StockNm |
| EOY Book Value | $2,361,318 | EOYBookValueAmt |
| EOYFMV | $7,151,195 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $600,531 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $605,906 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE INVESTMENT TRUSTS | AT COST | ||
| EXCHANGE-TRADED PRODUCTS - SCHEDULE | AT COST | $584,830 | $660,356 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHNEIDER SMELTZ SPIETH BELL LLP | CategoryTxt |
| Legal Fees | $3,612 | LegalFeesAmt |
| Net Investment Income | $1,806 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,806 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $2,098 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,098 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSIT ITEMS | Desc |
| Amt | $783 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NORTHEAST ACCOUNT MANAGEMENT FEE | $31,561 | $15,781 | $15,780 |
| NORTHEAST ADR FEES | $127 | $127 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $2,501 | $2,501 |
| OHIO TAX/REGISTRATION FEE | $200 | $200 |
| FEDERAL TAX - 2024 BALANCE | $26 | |
| FEDERAL TAX - 2025 ESTIMATES | $5,000 |