BERLIN FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BERLIN FAMILY FOUNDATION INC (EIN 65-0230453)
- Tax period
- 2024-11-01 to 2025-10-31
- Filed
- 2026-07-13
- IRS object ID
- 202601949349100660
- Schema version
- 2024v5.5
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-13T15:28:47-05:00 | ReturnTs |
| Tax Period End | 2025-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341523030 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOBER MARKEY FEDOROVICH & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3421 RIDGEWOOD ROAD SUITE 300 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650230453 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERLIN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O TERRY LAWRENCE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERL | BusinessNameControlTxt |
| Phone | 3303100616 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4219 BIG SPRUCE DRIVE | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44333 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MADELINE BERLIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3303100616 | PhoneNum |
| Signature | 2026-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA L TEPUS | PreparerPersonNm |
| PTIN | P01067325 | PTIN |
| Phone | 3307629785 | PhoneNum |
| Preparation | 2026-07-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $24,754,923 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $256,680 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $255,653 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $923,472 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $974,870 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $923,648 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,140 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,335 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,194,292 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,192,636 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $171,346 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $21,736 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,328 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $165,872 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $132,565 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $363,204 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $146,643 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,352,271 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,352,271 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,715,475 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $146,643 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,352,271 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$521,183 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,045,993 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $453,962 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $231,879 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $231,879 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $23,722,028 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,523,044 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,523,044 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,175,990 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,754,923 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,754,923 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $24,175,990 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $24,754,923 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,175,990 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,754,923 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,175,990 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,754,923 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,175,990 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$521,183 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,184,439 | OtherIncreasesAmt |
| Subtotal | $24,839,246 | SubtotalAmt |
| Other Decreases | $84,323 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,754,923 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN FROM BROKERAGE | P | 2024-11-01 | 2025-10-31 | $51,219 | -$51,219 | -$51,219 | |
| CAPITAL GAIN FROM BROKERAGE | P | 2024-11-01 | 2025-10-31 | $807,532 | $807,532 | $807,532 | |
| CAPITAL GAIN FROM K-1S | P | 2024-11-01 | 2025-10-31 | $97,780 | $97,780 | $97,780 | |
| CAPITAL GAIN FROM K-1S | P | 2024-11-01 | 2025-10-31 | $3 | -$3 | -$3 | |
| CAPITAL GAINS DIVIDENDS | P | $69,558 | $69,558 | $69,558 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $923,648 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,539 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,539 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,539 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,007 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,092 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,099 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,560 | OverpaymentAmt |
| Applied To ES Tax | $14,560 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TERRY LAWRENCE | IndividualWithBooksNm |
| Phone | 3303100616 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4219 BIG SPRUCE DRIVE | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| MADELINE BERLIN | ||||||||
| 7681 FISHER ISLAND DRIVE | FISHER ISLAND | FL | 33109 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| ROBIN BERLIN KANE | ||||||||
| 80 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | VICE PRESIDENT | 40.00 | $67,500 | $0 | $0 |
| ROBERT BERLIN | ||||||||
| 232 WOODLAND ROAD | BROOKLINE | MA | 02467 | ASSISTANT SECRETARY | 5.00 | $0 | $0 | $0 |
| JAMES BERLIN | ||||||||
| 7681 FISHER ISLAND DRIVE | FISHER ISLAND | FL | 33109 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MOREA CUTLER | ||||||||
| 170 SARGENT STREET | NEWTON | MA | 02458 | PRESIDENT | 40.00 | $103,846 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,012,219 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $292,965 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,305,184 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,305,184 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $364,578 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,940,606 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,197,030 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,197,030 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,539 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,539 | TotalTaxAmt |
| Distributable Before Adj | $1,182,491 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,182,491 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,182,491 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,352,271 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,352,271 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,182,491 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $40,357 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $119,260 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $356,836 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $129,446 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $645,899 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,352,271 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,182,491 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $169,780 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $815,679 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $40,357 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $775,322 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $119,260 | ExcessFromYear3Amt |
| Excess From Year2 | $356,836 | ExcessFromYear2Amt |
| Excess From Year1 | $129,446 | ExcessFromYear1Amt |
| Excess From Current Year | $169,780 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBIN BERLIN KANE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1795 BROOKWOOD DRIVE | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44313 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3308672490 | RecipientPhoneNum |
| Form And Info And Materials | NARRATIVE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 27 SANDWICHES | ||||||
| PO BOX 6391 | DEL RAY BEACH | FL | 33482 | PC | FOOD PANTRY | $500 |
| AMERICAN FRIENDS OF MAGEN DAVID ADMON | ||||||
| 30100 CHAGRIN BLVD 150 | PEPPER PIKE | OH | 44124 | PC | EMERGENCY AID TO ISRAEL, CLEVELAND AMBULANCE | $15,000 |
| BEST BUDDIES INTERNATIONAL | ||||||
| 325 88TH STREET | SURFSIDE | FL | 33154 | PC | PROGRAM SUPPORT | $10,000 |
| CENTRE STREET FOOD PANTRY | ||||||
| 11 HOMER STREET | NEWTON | MA | 02459 | PC | SUMMER MEAL PROGRAM | $50,000 |
| CHABAD OF FISHER ISLAND | ||||||
| 41216 FISHER ISLAND DRIVE | MIAMI BEACH | FL | 33109 | PC | PROGRAM SUPPORT | $500 |
| COMUNALE CANCER FOUNDATION | ||||||
| PO BOX 13805 | AKRON | OH | 44334 | PC | CANCER RESEARCH | $250 |
| ELIOT COMMUNITY HUMAN SERVICES | ||||||
| 125 HARTWELL AVENUE | LEXINGTON | MA | 02421 | PC | GENERAL FUND, SUPPORT FOR ANNUAL HOLIDAY & BACK TO SCHOOL EVENTS | $236,190 |
| FAMILYAID | ||||||
| 3815 WASHINGTON ST | BOSTON | MA | 02130 | PC | EMERGENCY SHELTERS | $25,000 |
| FISHER ISLAND DAY SCHOOL | ||||||
| 2 FISHER ISLAND DRIVE | MIAMI BEACH | FL | 33109 | PC | EDUCATION | $5,000 |
| FRIENDS OF CANCER RESEARCH | ||||||
| 1800 M ST NW | WASHINGTON DC | DC | 20036 | PC | MEDICAL RESEARCH | $50,000 |
| GRACE HOUSE AKRON INC | ||||||
| 475 N HOWARD STREET | AKRON | OH | 44310 | PC | SHERRY BANAYAN | $2,500 |
| HIRAM HOUSE CAMP | ||||||
| 33775 HIRAM TRAIL | CHAGRIN FALLS | OH | 44022 | PC | CAMPERSHIP PROGRAM | $1,000 |
| HORIZONS FOR HOMELESS CHILDREN | ||||||
| 1785 COLUMBUS AVE | ROXBURY | MA | 02119 | PC | CAPITAL CAMPAIGN FOR 2 NEW CLASSROOMS & GROSS MOTOR SPACE | $600,000 |
| JEWISH COMMUNITY BOARD OF AKRON | ||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | PC | JEWISH COMMUNITY ASSISTANCE | $500 |
| LOTUS HOUSE | ||||||
| 217 NW 15TH ST | MIAMI | FL | 33136 | PC | HOMELESS SHELTER | $25,000 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | PC | MEDICAL RESEARCH, HOPE CLINIC, PSYCHIATRY, CANCER | $75,000 |
| NEWTON FOOD PANTRY | ||||||
| 1000 COMMONWEALTH AVE | NEWTON CENTRE | MA | 02459 | PC | PROGRAM SUPPORT | $50,000 |
| OHIO & ERIE CANALWAY COALITION | ||||||
| 3800 EMBASSY PARKWAY STE 300 | AKRON | OH | 44333 | PC | TOWPATH TRAIL AND CONNECTOR FUNDRAISER | $101 |
| PAN MASS CHALLENGE | ||||||
| 50 GREEN PARK | NEWTON | MA | 02458 | PC | PAUL GERSHKOWITZ | $9,500 |
| REVERE ROAD SYNAGOGUE | ||||||
| 646 N REVERE RD | AKRON | OH | 44333 | PC | PROGRAM SUPPORT | $2,080 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | GERALD FEFFERMAN | $250 |
| TEMBLE BETH AVODAH | ||||||
| 45 PUDDINGSTONE LANE | NEWTON | MA | 02459 | PC | THE CUTLER FAMILY | $7,000 |
| TEMPLE ISREAL | ||||||
| 91 SPRINGSIDE DRIVE | AKRON | OH | 44333 | PC | PROGRAM SUPPORT | $30,650 |
| THE BOSTON FOUNDATION | ||||||
| PO BOX 843027 | BOSTON | MA | 022843024 | PC | QUIN IMPACT FUND | $5,000 |
| THE LURIE CHILDREN'S HOSPITAL | ||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | PC | ROCHE FAMILY | $5,000 |
| THE WELL CDC | ||||||
| 647 E MARKET STREET | AKRON | OH | 44304 | PC | COMMUNITY DEVELOPMENT | $55,000 |
| UMKC FOUNDATION | ||||||
| 5115 OAK ST 202 | KANSAS CITY | MO | 64112 | PC | HELEN BLOND MELCHER | $250 |
| UNIVERSITY OF MIAMI - FROST SCHOOL OF MUSIC | ||||||
| PO BOX 025388 | MIAMI | FL | 33102 | PC | WINTER WONDERFULL | $1,000 |
| UNIVERSITY OF MIAMI HEALTH SYSTEM | ||||||
| 1295 NW 14TH ST | MIAMI | FL | 33136 | PC | HEALTHCARE | $25,000 |
| URBAN VISION | ||||||
| 749 BLAINE AVE | AKRON | OH | 44310 | PC | SOS PROGRAM SUPPORT | $15,000 |
| WELCOME HOME | ||||||
| PO BOX 590351 | NEWTON CENTER | MA | 02459 | PC | SMALL APPLIANCE AND SEASONAL NEEDS | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,352,271 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $256,680 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,335 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $923,472 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX REFUND | Desc |
| Exclusion | $805 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,194,292 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,194,292 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | ORDINARY GAIN FROM BROKERAGE | AssetDesc |
| Acquired | 2024-11 | AcquiredDt |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2025-10 | SoldDt |
| Basis | $176 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$176 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LANDMARK EQUITY PARTNERS XV, LP | FMV | $136,109 | $136,109 |
| STRATEGIC PARTNERS VI INVESTMENT | FMV | $91,907 | $91,907 |
| STRATEGIC PARTNERS VII INVESTMENT | FMV | $283,129 | $283,129 |
| STRATEGIC PARTNERS VIII INVESTMENT | FMV | $592,561 | $592,561 |
| CEVINE VII | FMV | $1,319,546 | $1,319,546 |
| FIRSTMARK OF III | FMV | $386,568 | $386,568 |
| FIRSTMARK V | FMV | $698,441 | $698,441 |
| AMERICAN SERCURITIES VIII | FMV | $1,072,052 | $1,072,052 |
| GOLDMAN SACHS - INVESTMENT PORTFOLIO | FMV | $19,798,204 | $19,798,204 |
| WEST STREET REAL ESTATE CREDIT PARTNERS IV | FMV | $144,527 | $144,527 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE FROM K-1S | Desc |
| Amt | $84,323 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADP CHARGES | $1,897 | $0 | $0 |
| BANK FEE | $1,465 | $0 | $0 |
| BROKER MANAGEMENT FEES | $71,842 | $71,842 | $0 |
| DUES AND SUBSCRIPTIONS | $493 | $0 | $0 |
| INSURANCE | $29,071 | $0 | $0 |
| INVESTMENT INTEREST EXPENSE (K-1) | $16,092 | $16,092 | $0 |
| NONDEDUCTIBLE EXPENSES (K-1) | $84 | $0 | $0 |
| OTHER INVESTMENT EXPENSES (K-1) | $44,631 | $44,631 | $0 |
| WORKERS COMPENSATION | $297 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM PASS-THROUGH ENTITIES | $13,335 | $13,335 | $13,335 |
| FEDERAL INCOME TAX REFUND | $805 | $805 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) | Desc |
| Amt | $1,184,439 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES & FILING FEES | $261 | $0 | $0 |
| PAYROLL TAXES | $14,147 | $0 | $0 |
| FOREIGN TAX PAID | $7,328 | $7,328 | $0 |