<?xml version="1.0" encoding="utf-8"?>
<Return xmlns="http://www.irs.gov/efile" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" returnVersion="2023v5.0">
  <ReturnHeader binaryAttachmentCnt="0">
    <ReturnTs>2024-04-24T15:22:33-04:00</ReturnTs>
    <TaxPeriodEndDt>2023-12-31</TaxPeriodEndDt>
    <PreparerFirmGrp>
      <PreparerFirmEIN>340664461</PreparerFirmEIN>
      <PreparerFirmName>
        <BusinessNameLine1Txt>SCHNEIDER SMELTZ SPIETH BELL LLP</BusinessNameLine1Txt>
      </PreparerFirmName>
      <PreparerUSAddress>
        <AddressLine1Txt>1375 E NINTH ST STE 900</AddressLine1Txt>
        <CityNm>CLEVELAND</CityNm>
        <StateAbbreviationCd>OH</StateAbbreviationCd>
        <ZIPCd>441141724</ZIPCd>
      </PreparerUSAddress>
    </PreparerFirmGrp>
    <ReturnTypeCd>990PF</ReturnTypeCd>
    <TaxPeriodBeginDt>2023-01-01</TaxPeriodBeginDt>
    <Filer>
      <EIN>341845200</EIN>
      <BusinessName>
        <BusinessNameLine1Txt>THE MARSHALL L AND DEBORAH L</BusinessNameLine1Txt>
        <BusinessNameLine2Txt>BERKMAN FAMILY CHARITABLE TRUST</BusinessNameLine2Txt>
      </BusinessName>
      <BusinessNameControlTxt>MARS</BusinessNameControlTxt>
      <PhoneNum>2165351066</PhoneNum>
      <USAddress>
        <AddressLine1Txt>C/O J TALBOT YOUNG 1375 E 9TH ST</AddressLine1Txt>
        <CityNm>CLEVELAND</CityNm>
        <StateAbbreviationCd>OH</StateAbbreviationCd>
        <ZIPCd>44114</ZIPCd>
      </USAddress>
    </Filer>
    <BusinessOfficerGrp>
      <PersonNm>LAURA B COLEMAN</PersonNm>
      <PersonTitleTxt>TRUSTEE</PersonTitleTxt>
      <SignatureDt>2024-04-24</SignatureDt>
      <DiscussWithPaidPreparerInd>true</DiscussWithPaidPreparerInd>
    </BusinessOfficerGrp>
    <SigningOfficerGrp>
      <PersonFullName>
        <PersonFirstNm>LAURA</PersonFirstNm>
        <PersonLastNm>COLEMAN</PersonLastNm>
      </PersonFullName>
      <SSN>XXX-XX-XXXX</SSN>
    </SigningOfficerGrp>
    <IRSResponsiblePrtyInfoCurrInd>false</IRSResponsiblePrtyInfoCurrInd>
    <PreparerPersonGrp>
      <PreparerPersonNm>J TALBOT YOUNG JR</PreparerPersonNm>
      <PTIN>P01329521</PTIN>
      <PhoneNum>2166964200</PhoneNum>
      <PreparationDt>2024-04-24</PreparationDt>
    </PreparerPersonGrp>
    <TaxYr>2023</TaxYr>
    <BuildTS>2023-04-26 12:10:37Z</BuildTS>
  </ReturnHeader>
  <ReturnData documentCnt="12">
    <IRS990PF documentId="RetDoc14" referenceDocumentId="RetDoc12">
      <Organization501c3ExemptPFInd>X</Organization501c3ExemptPFInd>
      <FMVAssetsEOYAmt>6342302</FMVAssetsEOYAmt>
      <MethodOfAccountingCashInd>X</MethodOfAccountingCashInd>
      <AnalysisOfRevenueAndExpenses>
        <ContriRcvdRevAndExpnssAmt>58235</ContriRcvdRevAndExpnssAmt>
        <InterestOnSavRevAndExpnssAmt>9076</InterestOnSavRevAndExpnssAmt>
        <InterestOnSavNetInvstIncmAmt>9076</InterestOnSavNetInvstIncmAmt>
        <DividendsRevAndExpnssAmt>85208</DividendsRevAndExpnssAmt>
        <DividendsNetInvstIncmAmt>85208</DividendsNetInvstIncmAmt>
        <NetGainSaleAstRevAndExpnssAmt>151270</NetGainSaleAstRevAndExpnssAmt>
        <GrossSalesPriceAmt>1181907</GrossSalesPriceAmt>
        <CapGainNetIncmNetInvstIncmAmt>151270</CapGainNetIncmNetInvstIncmAmt>
        <OtherIncomeRevAndExpnssAmt referenceDocumentId="RetDoc9">7365</OtherIncomeRevAndExpnssAmt>
        <OtherIncomeNetInvstIncmAmt>7365</OtherIncomeNetInvstIncmAmt>
        <TotalRevAndExpnssAmt>311154</TotalRevAndExpnssAmt>
        <TotalNetInvstIncmAmt>252919</TotalNetInvstIncmAmt>
        <LegalFeesRevAndExpnssAmt referenceDocumentId="RetDoc6">2928</LegalFeesRevAndExpnssAmt>
        <LegalFeesNetInvstIncmAmt>2928</LegalFeesNetInvstIncmAmt>
        <OtherProfFeesRevAndExpnssAmt referenceDocumentId="RetDoc10">23347</OtherProfFeesRevAndExpnssAmt>
        <OtherProfFeesNetInvstIncmAmt>23347</OtherProfFeesNetInvstIncmAmt>
        <TaxesRevAndExpnssAmt referenceDocumentId="RetDoc11">3073</TaxesRevAndExpnssAmt>
        <TaxesNetInvstIncmAmt>3073</TaxesNetInvstIncmAmt>
        <OtherExpensesRevAndExpnssAmt referenceDocumentId="RetDoc8">200</OtherExpensesRevAndExpnssAmt>
        <OtherExpensesNetInvstIncmAmt>200</OtherExpensesNetInvstIncmAmt>
        <TotOprExpensesRevAndExpnssAmt>29548</TotOprExpensesRevAndExpnssAmt>
        <TotOprExpensesNetInvstIncmAmt>29548</TotOprExpensesNetInvstIncmAmt>
        <TotOprExpensesDsbrsChrtblAmt>0</TotOprExpensesDsbrsChrtblAmt>
        <ContriPaidRevAndExpnssAmt>285000</ContriPaidRevAndExpnssAmt>
        <ContriPaidDsbrsChrtblAmt>285000</ContriPaidDsbrsChrtblAmt>
        <TotalExpensesRevAndExpnssAmt>314548</TotalExpensesRevAndExpnssAmt>
        <TotalExpensesNetInvstIncmAmt>29548</TotalExpensesNetInvstIncmAmt>
        <TotalExpensesDsbrsChrtblAmt>285000</TotalExpensesDsbrsChrtblAmt>
        <ExcessRevenueOverExpensesAmt>-3394</ExcessRevenueOverExpensesAmt>
        <NetInvestmentIncomeAmt>223371</NetInvestmentIncomeAmt>
      </AnalysisOfRevenueAndExpenses>
      <Form990PFBalanceSheetsGrp>
        <SavAndTempCashInvstBOYAmt>4601</SavAndTempCashInvstBOYAmt>
        <SavAndTempCashInvstEOYAmt>85651</SavAndTempCashInvstEOYAmt>
        <SavAndTempCashInvstEOYFMVAmt>85651</SavAndTempCashInvstEOYFMVAmt>
        <USGovernmentObligationsBOYAmt>494664</USGovernmentObligationsBOYAmt>
        <USGovernmentObligationsEOYAmt referenceDocumentId="RetDoc4">493513</USGovernmentObligationsEOYAmt>
        <USGovtObligationsEOYFMVAmt>494690</USGovtObligationsEOYFMVAmt>
        <CorporateStockBOYAmt>2319435</CorporateStockBOYAmt>
        <CorporateStockEOYAmt referenceDocumentId="RetDoc3">2185425</CorporateStockEOYAmt>
        <CorporateStockEOYFMVAmt>5304916</CorporateStockEOYFMVAmt>
        <OtherInvestmentsBOYAmt>314301</OtherInvestmentsBOYAmt>
        <OtherInvestmentsEOYAmt referenceDocumentId="RetDoc5">356215</OtherInvestmentsEOYAmt>
        <OtherInvestmentsEOYFMVAmt>457045</OtherInvestmentsEOYFMVAmt>
        <TotalAssetsBOYAmt>3133001</TotalAssetsBOYAmt>
        <TotalAssetsEOYAmt>3120804</TotalAssetsEOYAmt>
        <TotalAssetsEOYFMVAmt>6342302</TotalAssetsEOYFMVAmt>
        <TotalLiabilitiesEOYAmt>0</TotalLiabilitiesEOYAmt>
        <OrgDoesNotFollowFASB117Ind>X</OrgDoesNotFollowFASB117Ind>
        <CapitalStockBOYAmt>3133001</CapitalStockBOYAmt>
        <CapitalStockEOYAmt>3120804</CapitalStockEOYAmt>
        <TotNetAstOrFundBalancesBOYAmt>3133001</TotNetAstOrFundBalancesBOYAmt>
        <TotNetAstOrFundBalancesEOYAmt>3120804</TotNetAstOrFundBalancesEOYAmt>
        <TotalLiabilitiesNetAstBOYAmt>3133001</TotalLiabilitiesNetAstBOYAmt>
        <TotalLiabilitiesNetAstEOYAmt>3120804</TotalLiabilitiesNetAstEOYAmt>
      </Form990PFBalanceSheetsGrp>
      <ChgInNetAssetsFundBalancesGrp>
        <TotNetAstOrFundBalancesBOYAmt>3133001</TotNetAstOrFundBalancesBOYAmt>
        <ExcessRevenueOverExpensesAmt>-3394</ExcessRevenueOverExpensesAmt>
        <SubtotalAmt>3129607</SubtotalAmt>
        <OtherDecreasesAmt referenceDocumentId="RetDoc7">8803</OtherDecreasesAmt>
        <TotNetAstOrFundBalancesEOYAmt>3120804</TotNetAstOrFundBalancesEOYAmt>
      </ChgInNetAssetsFundBalancesGrp>
      <CapGainsLossTxInvstIncmDetail>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>SHORT TERM GAINS - SCHEDULE ATTACHED</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <GrossSalesPriceAmt>347198</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>358827</CostOrOtherBasisAmt>
          <GainOrLossAmt>-11629</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-11629</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>LONG TERM GAINS - SCHEDULE ATTACHED</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <GrossSalesPriceAmt>834709</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>671810</CostOrOtherBasisAmt>
          <GainOrLossAmt>162899</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>162899</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapitalGainNetIncomeAmt>151270</CapitalGainNetIncomeAmt>
        <NetShortTermCapitalGainLossAmt>151270</NetShortTermCapitalGainLossAmt>
      </CapGainsLossTxInvstIncmDetail>
      <ExciseTaxBasedOnInvstIncmGrp>
        <InvestmentIncomeExciseTaxAmt>3105</InvestmentIncomeExciseTaxAmt>
        <SubtotalAmt>3105</SubtotalAmt>
        <TaxBasedOnInvestmentIncomeAmt>3105</TaxBasedOnInvestmentIncomeAmt>
        <EstimatedPlusOvpmtIncmTxAmt>7278</EstimatedPlusOvpmtIncmTxAmt>
        <TotalPaymentsAndCreditsAmt>7278</TotalPaymentsAndCreditsAmt>
        <OverpaymentAmt>4173</OverpaymentAmt>
        <AppliedToESTaxAmt>4173</AppliedToESTaxAmt>
      </ExciseTaxBasedOnInvstIncmGrp>
      <StatementsRegardingActyGrp>
        <LegislativePoliticalActyInd>false</LegislativePoliticalActyInd>
        <MoreThan100SpentInd>false</MoreThan100SpentInd>
        <Form1120POLFiledInd>false</Form1120POLFiledInd>
        <ActivitiesNotPreviouslyRptInd>false</ActivitiesNotPreviouslyRptInd>
        <ChangesToArticlesOrBylawsInd>false</ChangesToArticlesOrBylawsInd>
        <UnrelatedBusIncmOverLimitInd>false</UnrelatedBusIncmOverLimitInd>
        <OrganizationDissolvedEtcInd>false</OrganizationDissolvedEtcInd>
        <Section508eRqrSatisfiedInd>true</Section508eRqrSatisfiedInd>
        <AtLeast5000InAssetsInd>true</AtLeast5000InAssetsInd>
        <OrgReportOrRegisterStateCd>OH</OrgReportOrRegisterStateCd>
        <Form990PFFiledWithAttyGenInd referenceDocumentId="RetDoc2">false</Form990PFFiledWithAttyGenInd>
        <PrivateOperatingFoundationInd>false</PrivateOperatingFoundationInd>
        <NewSubstantialContributorsInd>false</NewSubstantialContributorsInd>
        <OwnControlledEntityInd>false</OwnControlledEntityInd>
        <DonorAdvisedFundInd referenceDocumentId="RetDoc15">false</DonorAdvisedFundInd>
        <ComplyWithPublicInspRqrInd>true</ComplyWithPublicInspRqrInd>
        <WebsiteAddressTxt>N/A</WebsiteAddressTxt>
        <PersonsWithBooksName>
          <BusinessNameLine1Txt>J TALBOT YOUNG JR</BusinessNameLine1Txt>
        </PersonsWithBooksName>
        <PhoneNum>2165351066</PhoneNum>
        <LocationOfBooksUSAddress>
          <AddressLine1Txt>1375 E NINTH STREET SUITE 900</AddressLine1Txt>
          <CityNm>CLEVELAND</CityNm>
          <StateAbbreviationCd>OH</StateAbbreviationCd>
          <ZIPCd>44114</ZIPCd>
        </LocationOfBooksUSAddress>
        <ForeignAccountsQuestionInd>false</ForeignAccountsQuestionInd>
      </StatementsRegardingActyGrp>
      <StatementsRegardingActy4720Grp>
        <SaleOrExchDisqualifiedPrsnInd>false</SaleOrExchDisqualifiedPrsnInd>
        <BrrwOrLendDisqualifiedPrsnInd>false</BrrwOrLendDisqualifiedPrsnInd>
        <FurnGoodsDisqualifiedPrsnInd>false</FurnGoodsDisqualifiedPrsnInd>
        <PayCompDisqualifiedPrsnInd>false</PayCompDisqualifiedPrsnInd>
        <TransferAstDisqualifiedPrsnInd>false</TransferAstDisqualifiedPrsnInd>
        <PaymentToGovernmentOfficialInd>false</PaymentToGovernmentOfficialInd>
        <UndistributedIncomePYInd>false</UndistributedIncomePYInd>
        <BusinessHoldingsInd>false</BusinessHoldingsInd>
        <JeopardyInvestmentsInd>false</JeopardyInvestmentsInd>
        <UncorrectedPYJeopardyInvstInd>false</UncorrectedPYJeopardyInvstInd>
        <InfluenceLegislationInd>false</InfluenceLegislationInd>
        <InfluenceElectionInd>false</InfluenceElectionInd>
        <GrantsToIndividualsInd>false</GrantsToIndividualsInd>
        <GrantsToOrganizationsInd>false</GrantsToOrganizationsInd>
        <NoncharitablePurposeInd>false</NoncharitablePurposeInd>
        <RcvFndsToPayPrsnlBnftCntrctInd>false</RcvFndsToPayPrsnlBnftCntrctInd>
        <PayPremiumsPrsnlBnftCntrctInd>false</PayPremiumsPrsnlBnftCntrctInd>
        <ProhibitedTaxShelterTransInd>false</ProhibitedTaxShelterTransInd>
        <SubjToTaxRmnrtnExPrchtPymtInd>false</SubjToTaxRmnrtnExPrchtPymtInd>
      </StatementsRegardingActy4720Grp>
      <OfficerDirTrstKeyEmplInfoGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>LAURA B COLEMAN</PersonNm>
          <USAddress>
            <AddressLine1Txt>191 COMMONWEALTH AVENUE 2</AddressLine1Txt>
            <CityNm>BOSTON</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02116</ZIPCd>
          </USAddress>
          <TitleTxt>TRUSTEE</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>0.50</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>ELLEN F BERKMAN</PersonNm>
          <USAddress>
            <AddressLine1Txt>265 GODDARD AVE</AddressLine1Txt>
            <CityNm>BROOKLINE</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02445</ZIPCd>
          </USAddress>
          <TitleTxt>TRUSTEE</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>0.50</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>MARTHA B WINFIELD</PersonNm>
          <ForeignAddress>
            <AddressLine1Txt>13 RANDOLPH CRESCENT</AddressLine1Txt>
            <CityNm>LONDON</CityNm>
            <CountryCd>UK</CountryCd>
            <ForeignPostalCd>W9 1DP</ForeignPostalCd>
          </ForeignAddress>
          <TitleTxt>TRUSTEE</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>0.50</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <CompOfHghstPdEmplOrNONETxt>NONE</CompOfHghstPdEmplOrNONETxt>
        <CompOfHghstPdCntrctOrNONETxt>NONE</CompOfHghstPdCntrctOrNONETxt>
      </OfficerDirTrstKeyEmplInfoGrp>
      <SumOfProgramRelatedInvstGrp>
        <Description1Txt>N/A</Description1Txt>
      </SumOfProgramRelatedInvstGrp>
      <MinimumInvestmentReturnGrp>
        <AverageMonthlyFMVOfSecAmt>5750547</AverageMonthlyFMVOfSecAmt>
        <AverageMonthlyCashBalancesAmt>194845</AverageMonthlyCashBalancesAmt>
        <FMVAllOtherNoncharitableAstAmt>0</FMVAllOtherNoncharitableAstAmt>
        <TotalFMVOfUnusedAssetsAmt>5945392</TotalFMVOfUnusedAssetsAmt>
        <AdjustedTotalFMVOfUnusedAstAmt>5945392</AdjustedTotalFMVOfUnusedAstAmt>
        <CashDeemedCharitableAmt>89181</CashDeemedCharitableAmt>
        <NetVlNoncharitableAssetsAmt>5856211</NetVlNoncharitableAssetsAmt>
        <MinimumInvestmentReturnAmt>292811</MinimumInvestmentReturnAmt>
      </MinimumInvestmentReturnGrp>
      <DistributableAmountGrp>
        <MinimumInvestmentReturnAmt>292811</MinimumInvestmentReturnAmt>
        <TaxBasedOnInvestmentIncomeAmt>3105</TaxBasedOnInvestmentIncomeAmt>
        <TotalTaxAmt>3105</TotalTaxAmt>
        <DistributableBeforeAdjAmt>289706</DistributableBeforeAdjAmt>
        <DistributableBeforeDedAmt>289706</DistributableBeforeDedAmt>
        <DistributableAsAdjustedAmt>289706</DistributableAsAdjustedAmt>
      </DistributableAmountGrp>
      <PFQualifyingDistributionsGrp>
        <ExpensesAndContributionsAmt>285000</ExpensesAndContributionsAmt>
        <QualifyingDistributionsAmt>285000</QualifyingDistributionsAmt>
      </PFQualifyingDistributionsGrp>
      <UndistributedIncomeGrp>
        <DistributableAsAdjustedAmt>289706</DistributableAsAdjustedAmt>
        <UndistributedIncomePYAmt>282185</UndistributedIncomePYAmt>
        <QualifyingDistributionsAmt>285000</QualifyingDistributionsAmt>
        <AppliedToYear1Amt>282185</AppliedToYear1Amt>
        <AppliedToCurrentYearAmt>2815</AppliedToCurrentYearAmt>
        <UndistributedIncomeCYAmt>286891</UndistributedIncomeCYAmt>
      </UndistributedIncomeGrp>
      <SupplementaryInformationGrp>
        <ContributingManagerNm>LAURA B COLEMAN</ContributingManagerNm>
        <ContributingManagerNm>ELLEN F BERKMAN</ContributingManagerNm>
        <ContributingManagerNm>MARTHA B WINFIELD</ContributingManagerNm>
        <OnlyContriToPreselectedInd>X</OnlyContriToPreselectedInd>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>AMERICAN FRIENDS OF WIGMORE HALL</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>708 THIRD AVE 6TH FLOOR</AddressLine1Txt>
            <CityNm>NEW YORK</CityNm>
            <StateAbbreviationCd>NY</StateAbbreviationCd>
            <ZIPCd>10017</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>10000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>FIDELITY CHARITABLE</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>PO BOX 770001</AddressLine1Txt>
            <CityNm>CINCINNATI</CityNm>
            <StateAbbreviationCd>OH</StateAbbreviationCd>
            <ZIPCd>452770053</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>BERKMAN&amp; BRYANT FAMILY CHARITABLE FD</GrantOrContributionPurposeTxt>
          <Amt>20000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>CAF AMERICA</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>225 REINEKERS LANE</AddressLine1Txt>
            <AddressLine2Txt>SUITE 375</AddressLine2Txt>
            <CityNm>ALEXANDRIA</CityNm>
            <StateAbbreviationCd>VA</StateAbbreviationCd>
            <ZIPCd>22314</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>UK MUSIC MASTERS</GrantOrContributionPurposeTxt>
          <Amt>10000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>CAF AMERICA</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>225 REINEKERS LANE</AddressLine1Txt>
            <AddressLine2Txt>SUITE 375</AddressLine2Txt>
            <CityNm>ALEXANDRIA</CityNm>
            <StateAbbreviationCd>VA</StateAbbreviationCd>
            <ZIPCd>223142840</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>HAPPY BABY COMMUNITY</GrantOrContributionPurposeTxt>
          <Amt>25000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>CAF AMERICA</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>225 REINEKERS LANE</AddressLine1Txt>
            <AddressLine2Txt>SUITE 375</AddressLine2Txt>
            <CityNm>ALEXANDRIA</CityNm>
            <StateAbbreviationCd>VA</StateAbbreviationCd>
            <ZIPCd>22314</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>ENVIRONMENTAL VISION</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>CAF AMERICA</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>225 REINEKERS LANE</AddressLine1Txt>
            <AddressLine2Txt>SUITE 375</AddressLine2Txt>
            <CityNm>ALEXANDRIA</CityNm>
            <StateAbbreviationCd>VA</StateAbbreviationCd>
            <ZIPCd>22314</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>FOODCYCLE</GrantOrContributionPurposeTxt>
          <Amt>6000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>COLUMBIA UNIVERSITY</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>622 WEST 113TH STREET</AddressLine1Txt>
            <AddressLine2Txt>MC 4530</AddressLine2Txt>
            <CityNm>NEW YORK</CityNm>
            <StateAbbreviationCd>NY</StateAbbreviationCd>
            <ZIPCd>10025</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>ANNUAL FUND</GrantOrContributionPurposeTxt>
          <Amt>2500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>SANTA FE OPERA</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>301 OPERA DRIVE</AddressLine1Txt>
            <CityNm>SANTA FE</CityNm>
            <StateAbbreviationCd>NM</StateAbbreviationCd>
            <ZIPCd>87506</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>ANNUAL FUND</GrantOrContributionPurposeTxt>
          <Amt>7500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>MIDDLESEX SCHOOL</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1500 LOWELL ROAD</AddressLine1Txt>
            <CityNm>CONCORD</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>01742</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>MADELEINE COLEMAN SCHOLARSHIP FUND</GrantOrContributionPurposeTxt>
          <Amt>2250</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>HARVARD UNIVERSITY</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>124 MT AUBURN STREET</AddressLine1Txt>
            <CityNm>CAMBRIDGE</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02138</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>BRYANT FAMILY FINANCIAL AID FUND</GrantOrContributionPurposeTxt>
          <Amt>50000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>METROPOLITAN FAMILY SERVICES</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>101 NORTH WACKER DRIVE</AddressLine1Txt>
            <AddressLine2Txt>17TH FLOOR</AddressLine2Txt>
            <CityNm>CHICAGO</CityNm>
            <StateAbbreviationCd>IL</StateAbbreviationCd>
            <ZIPCd>60606</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>VANGUARD CHARITABLE</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>PO BOX 9509</AddressLine1Txt>
            <CityNm>WARWICK</CityNm>
            <StateAbbreviationCd>RI</StateAbbreviationCd>
            <ZIPCd>02889</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>COLEMAN CHARITABLE FOUNDATION</GrantOrContributionPurposeTxt>
          <Amt>15000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>SANTA FE CHAMBER MUSIC FESTIVAL</BusinessNameLine1Txt>
            <BusinessNameLine2Txt>DIRECTOR OF DEVELOPMENT</BusinessNameLine2Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>PO BOX 2227</AddressLine1Txt>
            <CityNm>SANTA FE</CityNm>
            <StateAbbreviationCd>NM</StateAbbreviationCd>
            <ZIPCd>87504</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>4000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>COLUMBIA UNIVERSITY</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>PO BOX 1523</AddressLine1Txt>
            <CityNm>NEW YORK</CityNm>
            <StateAbbreviationCd>NY</StateAbbreviationCd>
            <ZIPCd>10008</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>MADELEINE COLEMAN SCHOLARSHIP FUND</GrantOrContributionPurposeTxt>
          <Amt>20000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>CAF AMERICA</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>225 REINEKERS LANE</AddressLine1Txt>
            <AddressLine2Txt>SUITE 375</AddressLine2Txt>
            <CityNm>ALEXANDRIA</CityNm>
            <StateAbbreviationCd>VA</StateAbbreviationCd>
            <ZIPCd>22314</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>AUTISM FORWARD</GrantOrContributionPurposeTxt>
          <Amt>2500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>CHAPEL AND YORK FOUNDATION</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1350 AVENUE OF THE</AddressLine1Txt>
            <AddressLine2Txt>AMERICAS SUITE 266</AddressLine2Txt>
            <CityNm>NEW YORK</CityNm>
            <StateAbbreviationCd>NY</StateAbbreviationCd>
            <ZIPCd>10019</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>ROYAL COLLEGE OF MUSIC</GrantOrContributionPurposeTxt>
          <Amt>15000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>COLUMBIA UNIVERSITY</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>622 WEST 113TH STREET</AddressLine1Txt>
            <AddressLine2Txt>MC4530</AddressLine2Txt>
            <CityNm>NEW YORK</CityNm>
            <StateAbbreviationCd>NY</StateAbbreviationCd>
            <ZIPCd>10025</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>SARAH R. COLEMAN SCHOLARSHIP FUND</GrantOrContributionPurposeTxt>
          <Amt>20000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>COLUMBIA UNIVERSITY</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>622 WEST 113TH STREET</AddressLine1Txt>
            <AddressLine2Txt>MC4530</AddressLine2Txt>
            <CityNm>NEW YORK</CityNm>
            <StateAbbreviationCd>NY</StateAbbreviationCd>
            <ZIPCd>10025</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>BUSINESS SCHOOL</GrantOrContributionPurposeTxt>
          <Amt>500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>BOSTON AREA RAPE CRISIS CENTER</BusinessNameLine1Txt>
            <BusinessNameLine2Txt>PHILANTHROPY OFFICE</BusinessNameLine2Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>24 CRESCENT STREET</AddressLine1Txt>
            <AddressLine2Txt>SUITE 202</AddressLine2Txt>
            <CityNm>WALTHAM</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02453</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>DANAFARBER CANCER INSTITUTE</BusinessNameLine1Txt>
            <BusinessNameLine2Txt>DONOR SERVICES</BusinessNameLine2Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>PO BOX 849168</AddressLine1Txt>
            <CityNm>BOSTON</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>022849168</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>DEBORAH BERKMAN FUND</GrantOrContributionPurposeTxt>
          <Amt>20000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>GEORGETOWN UNIVERSITY</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>DEPARTMENT NUMBER 0734</AddressLine1Txt>
            <CityNm>WASHINGTON</CityNm>
            <StateAbbreviationCd>DC</StateAbbreviationCd>
            <ZIPCd>200730734</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>MISSION AND MINISTRY SCHOLARSHIP</GrantOrContributionPurposeTxt>
          <Amt>10000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>THE ROXBURY LATIN SCHOOL</BusinessNameLine1Txt>
            <BusinessNameLine2Txt>DIRECTOR OF DEVELOPMENT</BusinessNameLine2Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>101 ST TERESA AVENUE</AddressLine1Txt>
            <CityNm>WEST ROXBURY</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02132</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>BENJAMIN BRYANT SCHOLARSHIP FUND</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>WINSOR SCHOOL</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>103 PILGRIM ROAD</AddressLine1Txt>
            <CityNm>BOSTON</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02215</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>1000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>HARVARD UNIVERSITY</BusinessNameLine1Txt>
            <BusinessNameLine2Txt>RECORDING SECRETARY'S OFFICE</BusinessNameLine2Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>124 MR AUBURN STREET</AddressLine1Txt>
            <CityNm>CAMBRIDGE</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02138</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>M. &amp; D, BERKMAN FINANCIAL AID FUND</GrantOrContributionPurposeTxt>
          <Amt>30000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>COLUMBIA COLLEGE</BusinessNameLine1Txt>
            <BusinessNameLine2Txt>EXECUTIVE DIRECTOR COLLEGE FUND</BusinessNameLine2Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>622 WEST 113TH STREET</AddressLine1Txt>
            <AddressLine2Txt>MC 4530</AddressLine2Txt>
            <CityNm>NEW YORK</CityNm>
            <StateAbbreviationCd>NY</StateAbbreviationCd>
            <ZIPCd>10025</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>MADELEINE COLEMAN SCHOLARSHIP FUND</GrantOrContributionPurposeTxt>
          <Amt>2250</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>WORLD BICYCLE RELIEF</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1000 WEST FULTON MARKET</AddressLine1Txt>
            <AddressLine2Txt>4TH FLOOR</AddressLine2Txt>
            <CityNm>CHICAGO</CityNm>
            <StateAbbreviationCd>IL</StateAbbreviationCd>
            <ZIPCd>60607</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>MICHAEL KING'S POWER OF BICYLES</GrantOrContributionPurposeTxt>
          <Amt>500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <TotalGrantOrContriPdDurYrAmt>285000</TotalGrantOrContriPdDurYrAmt>
      </SupplementaryInformationGrp>
      <AnalysisIncomeProducingActyGrp>
        <IntOnSavAndTempCashInvstGrp>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>9076</ExclusionAmt>
        </IntOnSavAndTempCashInvstGrp>
        <DividendsAndInterestFromSecDtl>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>85208</ExclusionAmt>
        </DividendsAndInterestFromSecDtl>
        <OtherInvestmentIncomeGrp>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>7365</ExclusionAmt>
        </OtherInvestmentIncomeGrp>
        <GainSalesAstOthThanInvntryGrp>
          <ExclusionCd>18</ExclusionCd>
          <ExclusionAmt>151270</ExclusionAmt>
        </GainSalesAstOthThanInvntryGrp>
        <SubtotalsIncmProducingActyGrp>
          <ExclusionAmt>252919</ExclusionAmt>
        </SubtotalsIncmProducingActyGrp>
        <TotalIncomeProducingActyAmt>252919</TotalIncomeProducingActyAmt>
      </AnalysisIncomeProducingActyGrp>
      <TrnsfrTransRlnNonchrtblEOGrp>
        <TrnsfrOfCashToNonchrtblEOInd>false</TrnsfrOfCashToNonchrtblEOInd>
        <TrnsfrOtherAssetNonchrtblEOInd>false</TrnsfrOtherAssetNonchrtblEOInd>
        <SalesOrExchangesOfAssetsInd>false</SalesOrExchangesOfAssetsInd>
        <PurchaseOfAssetsNonchrtblEOInd>false</PurchaseOfAssetsNonchrtblEOInd>
        <RentalOfFacilitiesOthAssetsInd>false</RentalOfFacilitiesOthAssetsInd>
        <ReimbursementArrangementsInd>false</ReimbursementArrangementsInd>
        <LoansOrLoanGuaranteesInd>false</LoansOrLoanGuaranteesInd>
        <PerformanceOfServicesEtcInd>false</PerformanceOfServicesEtcInd>
        <SharingOfFacilitiesEtcInd>false</SharingOfFacilitiesEtcInd>
        <RelationshipsNonchrtblEOInd>false</RelationshipsNonchrtblEOInd>
      </TrnsfrTransRlnNonchrtblEOGrp>
    </IRS990PF>
    <IRS990ScheduleB documentId="RetDoc1">
      <Organization501c3ExemptPFInd>X</Organization501c3ExemptPFInd>
      <GeneralRuleInd>X</GeneralRuleInd>
      <ContributorInformationGrp>
        <ContributorNum>1</ContributorNum>
        <ContributorPersonNm>LAURA B COLEMAN</ContributorPersonNm>
        <ContributorUSAddress>
          <AddressLine1Txt>191 COMMONWEALTH AVENUE 2</AddressLine1Txt>
          <CityNm>BOSTON</CityNm>
          <StateAbbreviationCd>MA</StateAbbreviationCd>
          <ZIPCd>02116</ZIPCd>
        </ContributorUSAddress>
        <TotalContributionsAmt>19411</TotalContributionsAmt>
        <NoncashContributionInd>X</NoncashContributionInd>
      </ContributorInformationGrp>
      <ContributorInformationGrp>
        <ContributorNum>2</ContributorNum>
        <ContributorPersonNm>ELLEN F BERKMAN</ContributorPersonNm>
        <ContributorUSAddress>
          <AddressLine1Txt>265 GODDARD STREET</AddressLine1Txt>
          <CityNm>BROOKLINE</CityNm>
          <StateAbbreviationCd>MA</StateAbbreviationCd>
          <ZIPCd>02445</ZIPCd>
        </ContributorUSAddress>
        <TotalContributionsAmt>19411</TotalContributionsAmt>
        <NoncashContributionInd>X</NoncashContributionInd>
      </ContributorInformationGrp>
      <ContributorInformationGrp>
        <ContributorNum>3</ContributorNum>
        <ContributorPersonNm>MARTHA B WINFIELD</ContributorPersonNm>
        <ContributorForeignAddress>
          <AddressLine1Txt>13 RANDOLPH CRESCENT</AddressLine1Txt>
          <CityNm>LONDON</CityNm>
          <CountryCd>UK</CountryCd>
          <ForeignPostalCd>W9 1DP</ForeignPostalCd>
        </ContributorForeignAddress>
        <TotalContributionsAmt>19411</TotalContributionsAmt>
        <NoncashContributionInd>X</NoncashContributionInd>
      </ContributorInformationGrp>
      <NonCashPropertyContributionGrp>
        <ContributorNum>1</ContributorNum>
        <NoncashPropertyDesc>104 SHARES OF APPLE</NoncashPropertyDesc>
        <FairMarketValueAmt>19411</FairMarketValueAmt>
        <ReceivedDt>2023-06-27</ReceivedDt>
      </NonCashPropertyContributionGrp>
      <NonCashPropertyContributionGrp>
        <ContributorNum>2</ContributorNum>
        <NoncashPropertyDesc>104 SHARES OF APPLE</NoncashPropertyDesc>
        <FairMarketValueAmt>19411</FairMarketValueAmt>
        <ReceivedDt>2023-06-27</ReceivedDt>
      </NonCashPropertyContributionGrp>
      <NonCashPropertyContributionGrp>
        <ContributorNum>3</ContributorNum>
        <NoncashPropertyDesc>104 SHARES OF APPLE</NoncashPropertyDesc>
        <FairMarketValueAmt>19411</FairMarketValueAmt>
        <ReceivedDt>2023-06-27</ReceivedDt>
      </NonCashPropertyContributionGrp>
    </IRS990ScheduleB>
    <ExplnOfNonFilingWithAGStmt documentId="RetDoc2">
      <ExplanationTxt>THIS TRUST DOES NOT PROVIDE A COPY OF FORM 990-PF TO THE OHIO ATTORNEY GENERAL BEAUSE, IN LIEU THEREOF, IT IS REQUIRED TO FILE AN ONLINE ANNUAL REPORT WITH THE ATTORNEY GENERAL'S OFFICE AT WWW.OHIOATTORNEYGENERAL.GOV</ExplanationTxt>
    </ExplnOfNonFilingWithAGStmt>
    <InvestmentsCorpStockSchedule documentId="RetDoc3">
      <InvestmentsCorporateStockGrp>
        <StockNm>EQUITIES COMMON STOCK</StockNm>
        <EOYBookValueAmt>2185425</EOYBookValueAmt>
        <EOYFMVAmt>5304916</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
    </InvestmentsCorpStockSchedule>
    <InvestmentsGovtObligationsSch documentId="RetDoc4">
      <USGovtObligationsBookVlEOYAmt>493513</USGovtObligationsBookVlEOYAmt>
      <USGovtObligationsEOYFMVAmt>494690</USGovtObligationsEOYFMVAmt>
    </InvestmentsGovtObligationsSch>
    <InvestmentsOtherSchedule2 documentId="RetDoc5">
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>REAL ESTATE INVESTMENT TRUSTS</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>51109</BookValueAmt>
        <EOYFMVAmt>129528</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>EXCHANGE-TRADED PRODUCTS - SCHEDULE</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>243587</BookValueAmt>
        <EOYFMVAmt>265998</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>DREFUS TREAS SEC CASH</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>61519</BookValueAmt>
        <EOYFMVAmt>61519</EOYFMVAmt>
      </InvestmentsOtherGrp>
    </InvestmentsOtherSchedule2>
    <LegalFeesSchedule documentId="RetDoc6">
      <LegalFeesGrp>
        <CategoryTxt>SCHNEIDER SMELTZ SPIETH BELL LLP</CategoryTxt>
        <LegalFeesAmt>2928</LegalFeesAmt>
        <NetInvestmentIncomeAmt>2928</NetInvestmentIncomeAmt>
      </LegalFeesGrp>
    </LegalFeesSchedule>
    <OtherDecreasesSchedule documentId="RetDoc7">
      <OtherDecreasesDetail>
        <Desc>2023 DIVIDENDS NOT RECEIVED BY 12/31/2023</Desc>
        <Amt>6924</Amt>
      </OtherDecreasesDetail>
      <OtherDecreasesDetail>
        <Desc>ADJUST CARRYING VALUES</Desc>
        <Amt>1604</Amt>
      </OtherDecreasesDetail>
      <OtherDecreasesDetail>
        <Desc>PURCHASE OF ACCUED INTEREST CARRYOVER</Desc>
        <Amt>275</Amt>
      </OtherDecreasesDetail>
    </OtherDecreasesSchedule>
    <OtherExpensesSchedule documentId="RetDoc8">
      <OtherExpensesScheduleGrp>
        <Desc>EXPENSES</Desc>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>OHIO SECRETARY OF STATE - FIL</Desc>
        <RevenueAndExpensesPerBooksAmt>200</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>200</NetInvestmentIncomeAmt>
      </OtherExpensesScheduleGrp>
    </OtherExpensesSchedule>
    <OtherIncomeSchedule2 documentId="RetDoc9">
      <OtherIncomeDetail>
        <Desc>NON-DIVIDEND DISTRIBUTIONS</Desc>
        <RevenueAndExpensesPerBooksAmt>1413</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>1413</NetInvestmentIncomeAmt>
      </OtherIncomeDetail>
      <OtherIncomeDetail>
        <Desc>MISC. RECEIPTS</Desc>
        <RevenueAndExpensesPerBooksAmt>9</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>9</NetInvestmentIncomeAmt>
      </OtherIncomeDetail>
      <OtherIncomeDetail>
        <Desc>DISTRIBUTION IN KIND</Desc>
        <RevenueAndExpensesPerBooksAmt>5943</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>5943</NetInvestmentIncomeAmt>
      </OtherIncomeDetail>
    </OtherIncomeSchedule2>
    <OtherProfessionalFeesSchedule documentId="RetDoc10">
      <OtherProfessionalFeesDetail>
        <CategoryTxt>NORTHEAST ACCOUNT MANAGEMENT FEE</CategoryTxt>
        <Amt>23147</Amt>
        <NetInvestmentIncomeAmt>23147</NetInvestmentIncomeAmt>
      </OtherProfessionalFeesDetail>
      <OtherProfessionalFeesDetail>
        <CategoryTxt>SCHNEIDER SMELTZ SPEITH BELL, LE</CategoryTxt>
      </OtherProfessionalFeesDetail>
      <OtherProfessionalFeesDetail>
        <CategoryTxt>NORTHEAST ADR FEES</CategoryTxt>
        <Amt>200</Amt>
        <NetInvestmentIncomeAmt>200</NetInvestmentIncomeAmt>
      </OtherProfessionalFeesDetail>
    </OtherProfessionalFeesSchedule>
    <TaxesSchedule documentId="RetDoc11">
      <TaxesDetail>
        <CategoryTxt>FOREIGN TAX PAID</CategoryTxt>
        <Amt>3073</Amt>
        <NetInvestmentIncomeAmt>3073</NetInvestmentIncomeAmt>
      </TaxesDetail>
    </TaxesSchedule>
  </ReturnData>
</Return>
