BERLIN FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BERLIN FAMILY FOUNDATION INC (EIN 65-0230453)
- Tax period
- 2021-11-01 to 2022-10-31
- Filed
- 2023-03-10
- IRS object ID
- 202310699349100626
- Schema version
- 2021v4.2
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-10T15:02:24-06:00 | ReturnTs |
| Tax Period End | 2022-10-31 | 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 | 2021-11-01 | 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 | 3308672490 | 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 | 3308672490 | PhoneNum |
| Signature | 2023-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MADELINE | PersonFirstNm |
| Person Last | BERLIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA L TEPUS | PreparerPersonNm |
| PTIN | P01067325 | PTIN |
| Phone | 3307629785 | PhoneNum |
| Preparation | 2023-03-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,529,027 | 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 | $165,785 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $165,711 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,902,632 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,259,249 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,902,632 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,876 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,876 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,080,293 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,080,219 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $72,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,470 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $11 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $11 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,545 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,381 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $111,315 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $85,224 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $198,991 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $95,116 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,062,351 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,062,351 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,261,342 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $95,116 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,062,351 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,818,951 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,985,103 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $258,055 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $410,699 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $410,699 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $21,614,492 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,118,328 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,118,328 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,872,547 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,529,027 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,529,027 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $21,872,547 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $18,529,027 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,872,547 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,529,027 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,872,547 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,529,027 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,872,547 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,818,951 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $25,691,498 | SubtotalAmt |
| Other Decreases | $7,162,471 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,529,027 | 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 | 2021-11-01 | 2022-10-31 | $356,617 | -$356,617 | -$356,617 | |
| CAPITAL GAIN FROM BROKERAGE | P | 2021-11-01 | 2022-10-31 | $4,761,872 | $4,761,872 | $4,761,872 | |
| CAPITAL GAIN FROM K-1S | P | 2021-11-01 | 2022-10-31 | $7,209 | $7,209 | $7,209 | |
| CAPITAL GAIN FROM K-1S | P | 2021-11-01 | 2022-10-31 | $96,057 | $96,057 | $96,057 | |
| CAPITAL GAINS DIVIDENDS | P | $394,111 | $394,111 | $394,111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,902,632 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $69,293 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $69,293 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $69,293 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,157 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,157 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $58,136 | TaxDueAmt |
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 | 3308672490 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | $65,000 | $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 | $7,500 | $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 | $20,152,995 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $427,941 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,580,936 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,580,936 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $308,714 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,272,222 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,013,611 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,013,611 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $69,293 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,227 | IncomeTaxAmt |
| Total Tax | $70,520 | TotalTaxAmt |
| Distributable Before Adj | $943,091 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $943,091 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $943,091 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,062,351 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,062,351 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $943,091 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $90,902 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $40,357 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $131,259 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,062,351 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $943,091 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $119,260 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $250,519 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $250,519 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $90,902 | ExcessFromYear3Amt |
| Excess From Year2 | $40,357 | ExcessFromYear2Amt |
| Excess From Current Year | $119,260 | 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 (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AKRON ART MUSEUM | |||||||
| ONE SOUTH HIGH | AKRON | OH | 44308 | PC | PROGRAM SUPPORT | $1,000 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE FLOOR 17 | CHICAGO | IL | 60601 | PC | MEDICAL RESEARCH | $500 | |
| AMERICAN CHARITY SUPPORT FOUNDATION | |||||||
| REED SMITH LLP 20 STANWIX STREET | PITTSBURGH | PA | 152224899 | PC | UKRAINE REFUGEE RELIEF | $10,000 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADMON | |||||||
| 30100 CHAGRIN BLVD 150 | PEPPER PIKE | OH | 44124 | PC | MEDICAL | $10,000 | |
| CAMP CARL | |||||||
| 8054 CALCIN ROAD | RAVENNA | OH | 44266 | PC | PROGRAM SUPPORT | $10,000 | |
| COLEL CHABAD | |||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | PC | FOOD SECURITY PROGRAM | $1,800 | |
| DES MOINES ART CENTER | |||||||
| 4700 GRAND AVE | DES MOINES | IA | 50312 | PC | IN MEMORY OF MARY JANE POLLACK | $100 | |
| DIRECT RELIEF INTERNATIONAL | |||||||
| 620 SABAL PALM RD | MIAMI | FL | 33137 | PC | HUMANITARIAN RELIEF | $10,000 | |
| DOLPHINS CANCER CHALLENGE | |||||||
| 347 DON SHULA DRIVE | MIAMI GARDENS | FL | 33056 | PC | CANCER RESEARCH | $250 | |
| ELIOT COMMUNITY HUMAN SERVICES | |||||||
| 125 HARTWELL AVENUE | LEXINGTON | MA | 02421 | PC | MEDICAL AND FAMILY SERVICES; COMMUNITY BABY SHOWER | $59,125 | |
| EMMANUEL CHRISTIAN ACADEMY | |||||||
| 350 S PORTAGE PATH | AKRON | OH | 44320 | PC | EDUCATION | $10,000 | |
| FAMILY PROMISE OF SUMMIT COUNTY | |||||||
| 111 EAST VORIS STREET STE A | AKRON | OH | 44311 | PC | PEVERTY AND HOMELESSNESS | $9,925 | |
| FRIENDS OF CANCER RESEARCH | |||||||
| 1800 M ST NW | WASHINGTON DC | DC | 20036 | PC | MEDICAL RESEARCH | $50,000 | |
| HIRAM HOUSE | |||||||
| 33775 HIRAM TRAIL | CHAGRIN FALLS | OH | 44022 | PC | CAMPERSHIP FUND | $1,500 | |
| JEWISH COMMUNITY BOARD OF AKRON | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | PC | JEWISH COMMUNITY ASSISTANCE | $305,000 | |
| JF & CS | |||||||
| C/O DEVELOPMENT 1430 MAIN STREET | WALTHAM | MA | 02451 | PC | FAMILY AND CHILDREN SERVICES | $65,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | PC | $20,000 THE HOPE CLINIC; $20,000 PSYCHIATRY LEADERSHIP COUNCIL; $20,000 CANCER CENTER | $60,000 | |
| MEMORIAL SLOAN KETTERING | |||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | PC | MEDICAL RESEARCH | $100,000 | |
| MIAMI MUSIC PROJECT | |||||||
| 2125 BISCAYNE BLVD STE 215 | MIAMI | FL | 33137 | PC | IN HONOR OF STANLEY COHEN | $5,000 | |
| NEW ENGLAND PANSPANDAS ASSOCIATION | |||||||
| PO BOX 592 | RAYNHAM CENTER | MA | 02768 | PC | PROGRAM SUPPORT | $3,000 | |
| NORTH COAST COMMUNITY HOMES | |||||||
| 14221 BROADWAY AVENUE | CLEVELAND | OH | 441251953 | PC | COMMUNITY SERVICE | $25,000 | |
| 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 | MEDICAL RESEARCH | $5,000 | |
| PANDAS NETWORK | |||||||
| 655 OAK GROVE AVE 1373 | MENLO PARK | CA | 94026 | PC | MEDICAL RESEARCH | $20,000 | |
| PROJECT MEDISHARE | |||||||
| PO BOX 381208 | MIAMI | FL | 332381208 | PC | BACK TO SCHOOL SUPPORT EDUCATION IN HAITI | $12,000 | |
| REVERE ROAD SYNAGOGUE | |||||||
| 646 N REVERE RD | AKRON | OH | 44333 | PC | PROGRAM SUPPORT | $36,800 | |
| SHAW JEWISH COMMUNITY CENTER | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | PC | IN MEMORY OF RHODA MIGDAL | $100 | |
| SUSAN G KOMEN | |||||||
| PO BOX 660843 | DALLAS | TX | 752660843 | PC | CANCER RESEARCH | $5,000 | |
| TEMPLE ISRAEL | |||||||
| 91 SPRINGSIDE DRIVE | AKRON | OH | 44333 | PC | MISHKAN PROJECT; PROGRAM SUPPORT | $35,150 | |
| THE AMERICAN COMMITTEE WEIZMANN INSTITUTE | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | PC | CANCER RESEARCH | $1,000 | |
| THE GATHERING PLACE | |||||||
| 23300 COMMERCE PARK | BEACHWOOD | OH | 44122 | PC | ANNUAL FUND DRIVE, RACE FOR THE PLACE MATCH | $130,000 | |
| THE WELL CDC | |||||||
| 647 E MARKET STREET | AKRON | OH | 44304 | PC | AKRON HOPE FOR MASON CLC | $10,000 | |
| UNIVERSITY OF MIAMI SCHOOL OF MEDICINE | |||||||
| 1475 NW 12TH AVENUE | MIAMI | FL | 33136 | PC | MEDICAL EDUCATION | $50,000 | |
| URBAN VISION | |||||||
| PO BOX 1563 | AKRON | OH | 443091563 | PC | COMMUNITY SERVICE | $10,000 | |
| WORLD JEWISH RELIEF | |||||||
| 1350 AVENUE OF THE AMERICAS FL 2 | NEW YORK | NY | 10019 | PC | UKRAINE RELIEF | $10,000 | STE 266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,062,351 | 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 | $165,785 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,876 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,902,632 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,080,293 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,080,293 | 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 | $4,150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $216,584 | $216,584 |
| STRATEGIC PARTNERS VI INVESTMENT | FMV | $209,073 | $209,073 |
| STRATEGIC PARTNERS VII INVESTMENT | FMV | $549,774 | $549,774 |
| STRATEGIC PARTNERS VIII INVESTMENT | FMV | $739,676 | $739,676 |
| CEVINE VII | FMV | $699,723 | $699,723 |
| FIRSTMARK OF III | FMV | $469,272 | $469,272 |
| FIRSTMARK V | FMV | $411,266 | $411,266 |
| AMERICAN SERCURITIES VIII | FMV | $1,127,467 | $1,127,467 |
| GOLDMAN SACHS | FMV | $13,645,493 | $13,645,493 |
| WEST STREET REAL ESTATE CREDIT PARTNERS IV | FMV | $50,000 | $50,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,470 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN (LOSS) | $7,089,999 |
| BOOK TO TAX DIFFERENCE FROM K-1S | $72,472 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKER MANAGEMENT FEES | $36,515 | $36,515 | $0 |
| INSURANCE | $24,149 | $0 | $0 |
| WORKERS COMPENSATION | $240 | $0 | $0 |
| INVESTMENT INTEREST EXPENSE (K-1) | $3,849 | $3,849 | $0 |
| NONDEDUCTIBLE EXPENSES (K-1) | $42 | $0 | $0 |
| ADP CHARGES | $1,660 | $0 | $0 |
| OTHER INVESTMENT EXPENSES (K-1) | $43,633 | $43,633 | $0 |
| BANK FEE | $1,227 | $1,227 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM PASS-THROUGH ENTITIES | Desc |
| Revenue And Expenses Per Books | $11,876 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,876 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,876 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES & FILING FEES | $61 | $0 | $0 |
| PAYROLL TAXES | $6,103 | $0 | $0 |
| FOREIGN TAX PAID | $3,381 | $3,381 | $0 |