BERLIN FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BERLIN FAMILY FOUNDATION INC (EIN 65-0230453)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-05-12
- IRS object ID
- 202511329349101906
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T11:37:09-05:00 | ReturnTs |
| Tax Period End | 2024-10-31 | 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 | 2023-11-01 | 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 | 2025-05-07 | 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 | 2025-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $24,175,990 | 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 | $307,762 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $306,893 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $192,348 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $248,338 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $192,348 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,610 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,610 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $510,720 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $509,851 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $165,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $39,467 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,281 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $170,664 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $138,827 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $379,131 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150,608 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,277,930 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,277,930 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,657,061 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150,608 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,277,930 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,146,341 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $359,243 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,649,337 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $453,962 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $453,962 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $19,251,820 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,722,028 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,722,028 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,901,157 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,175,990 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,175,990 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $20,901,157 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $24,175,990 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,901,157 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,175,990 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,901,157 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,175,990 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,901,157 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,146,341 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,421,174 | OtherIncreasesAmt |
| Subtotal | $24,175,990 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,175,990 | 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 | 2023-11-01 | 2024-10-31 | $18,077 | -$18,077 | -$18,077 | |
| CAPITAL GAIN FROM BROKERAGE | P | 2023-11-01 | 2024-10-31 | $242,477 | $242,477 | $242,477 | |
| CAPITAL GAIN FROM K-1S | P | 2023-11-01 | 2024-10-31 | $137 | $137 | $137 | |
| CAPITAL GAIN FROM K-1S | P | 2023-11-01 | 2024-10-31 | $37,913 | -$37,913 | -$37,913 | |
| CAPITAL GAINS DIVIDENDS | P | $5,724 | $5,724 | $5,724 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $192,348 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,993 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,993 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,993 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,000 | 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 | $14,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,007 | OverpaymentAmt |
| Applied To ES Tax | $9,007 | 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 | 3308672490 | 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 | $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 | $100,000 | $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 | $22,503,888 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $929,012 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,432,900 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,432,900 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $351,494 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,081,406 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,154,070 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,154,070 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,993 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $593 | IncomeTaxAmt |
| Total Tax | $5,586 | TotalTaxAmt |
| Distributable Before Adj | $1,148,484 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,148,484 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,148,484 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,277,930 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,277,930 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,148,484 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $90,902 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $40,357 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $119,260 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $356,836 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $607,355 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,277,930 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,148,484 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $129,446 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $736,801 | 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 | $90,902 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $645,899 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,357 | ExcessFromYear4Amt |
| Excess From Year2 | $119,260 | ExcessFromYear2Amt |
| Excess From Year1 | $356,836 | ExcessFromYear1Amt |
| Excess From Current Year | $129,446 | 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 |
|---|---|---|---|---|---|---|
| AKRON CHILDREN'S HOSPITAL | ||||||
| ONE PERKINS SQUARE | AKRON | OH | 443081062 | PC | MEDICAL RESEARCH | $20,000 |
| BEST BUDDIES INTERNATIONAL | ||||||
| 325 88TH STREET | SURFSIDE | FL | 33154 | PC | PROGRAM SUPPORT | $10,000 |
| BROTHERS FOR LIFE | ||||||
| 1126 34TH AVE SUITE 309 | SEATTLE | WA | 98122 | PC | VETERAN ASSISTANCE | $5,000 |
| CENTRE STREET FOOD PANTRY | ||||||
| 11 HOMER STREET | NEWTON | MA | 02459 | PC | SUMMER MEAL PROGRAM | $15,000 |
| CHABAD OF FISHER ISLAND | ||||||
| 41216 FISHER ISLAND DRIVE | MIAMI BEACH | FL | 33109 | PC | PROGRAM SUPPORT | $300 |
| COLEL CHABAD | ||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | PC | FOOD SECURITY PROGRAM | $1,800 |
| ELIOT COMMUNITY HUMAN SERVICES | ||||||
| 125 HARTWELL AVENUE | LEXINGTON | MA | 02421 | PC | FRC HOLIDAY EVENT, EVERETT SHELTER | $42,000 |
| FAMILYAID | ||||||
| 3815 WASHINGTON ST | BOSTON | MA | 02130 | PC | EMERGENCY SHELTERS | $137,000 |
| FIRST TEE - MIAMI | ||||||
| 7601 MIAMI LAKES DRIVE | MIAMI LAKES | FL | 33014 | PC | SUPPORT YOUTH THROUGH GOLF | $500 |
| FRIENDS OF CANCER RESEARCH | ||||||
| 1800 M ST NW | WASHINGTON DC | DC | 20036 | PC | MEDICAL RESEARCH | $50,000 |
| FURNISHING HOPE OF MASSACHUSETTS | ||||||
| 131 MT AUBURN ST LEVEL B | CAMBRIDGE | MA | 02138 | PC | HOMELESS SHELTER | $10,000 |
| GUITARS OVER GUNS | ||||||
| 169 E FLAGLER ST SUITE 1134 | MIAMI | FL | 33131 | PC | PROGRAM SUPPORT | $1,000 |
| HIRAM HOUSE CAMP | ||||||
| 33775 HIRAM TRAIL | CHAGRIN FALLS | OH | 44022 | PC | CAMPERSHIP PROGRAM | $3,000 |
| HORIZONS FOR HOMELESS CHILDREN | ||||||
| 1785 COLUMBUS AVE | ROXBURY | MA | 02119 | PC | MENTAL HEALTH CONSULTATION PROGRAM | $166,000 |
| JEWISH COMMUNITY BOARD OF AKRON | ||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | PC | JEWISH COMMUNITY ASSISTANCE | $125,000 |
| JF & CS | ||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | PC | AID FOR ISREAL, CAMP SCHOLARSHIP FUND, PROGRAM SUPPORT | $120,000 |
| LOTUS HOUSE | ||||||
| 217 NW 15TH ST | MIAMI | FL | 33136 | PC | HOMELESS SHELTER | $25,000 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 125 NASHUA ST SUITE 540 | BOSTON | MA | 02114 | PC | MEDICAL RESEARCH, HOPE CLINIC | $50,000 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | PC | MEDICAL RESEARCH, HOPE CLINIC, PSYCHIATRY, CANCER | $32,000 |
| NEWTON FOOD PANTRY | ||||||
| 1000 COMMONWEALTH AVE | NEWTON CENTRE | MA | 02459 | PC | PROGRAM SUPPORT | $40,000 |
| OHIO & ERIE CANALWAY COALITION | ||||||
| 3800 EMBASSY PARKWAY STE 300 | AKRON | OH | 44333 | PC | TOWPATH TRAIL AND CONNECTOR FUNDRAISER | $100 |
| PAN MASS CHALLENGE | ||||||
| 50 GREEN PARK | NEWTON | MA | 02458 | PC | MEDICAL RESEARCH | $6,500 |
| PREVENT CHILD ABUSE AMERICA | ||||||
| 33 N DEARBORN ST SUITE 2300 | CHICAGO | IL | 60602 | PC | PROGRAM SUPPORT | $500 |
| PROVIDENCE HOUSE | ||||||
| 2050 W 32ND STREET | CLEVELAND | OH | 44113 | PC | PROGRAM SUPPORT | $40,000 |
| REVERE ROAD SYNAGOGUE | ||||||
| 646 N REVERE RD | AKRON | OH | 44333 | PC | PROGRAM SUPPORT | $27,080 |
| ROOM TO GROW | ||||||
| 424 EAST 147 ST FLOOR 5 | BRONX | NY | 10455 | PC | PROGRAM SUPPORT | $51,000 |
| ST HILARY PARISH | ||||||
| 2750 W MARKET STREET | FAIRLAWN | OH | 44333 | PC | JUDITH ROMAN | $1,000 |
| TEMBLE BETH AVODAH | ||||||
| 45 PUDDINGSTONE LANE | NEWTON | MA | 02459 | PC | PROGRAM SUPPORT | $5,000 |
| TEMPLE ISREAL | ||||||
| 91 SPRINGSIDE DRIVE | AKRON | OH | 44333 | PC | PROGRAM SUPPORT | $30,650 |
| THE GATHERING PLACE | ||||||
| 23300 COMMERCE PARK | BEACHWOOD | OH | 44122 | PC | PROGRAM SUPPORT | $130,000 |
| THE WELL CDC | ||||||
| 647 E MARKET STREET | AKRON | OH | 44304 | PC | COMMUNITY DEVELOPMENT | $30,000 |
| UNIVERSITY OF MIAMI GLOBAL HEALTH INSTITUTE | ||||||
| 1300 CAMPO SANO AVE SUITE 215 | CORAL GABLES | FL | 33146 | PC | PROGRAM SUPPORT | $25,000 |
| URBAN VISION | ||||||
| 749 BLAINE AVE | AKRON | OH | 44310 | PC | COMMUNITY SUPPORT | $10,000 |
| WELCOME HOME | ||||||
| PO BOX 590351 | NEWTON CENTER | MA | 02459 | PC | PROGRAM SUPPORT | $60,000 |
| WOMEN'S LUNCH PLACE | ||||||
| 67 NEWBURY ST | BOSTON | MA | 02116 | PC | WOMEN'S SHELTER | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,277,930 | 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 | $307,762 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,610 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $192,348 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $510,720 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $510,720 | 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 | $4,000 | 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 | $146,119 | $146,119 |
| STRATEGIC PARTNERS VI INVESTMENT | FMV | $116,081 | $116,081 |
| STRATEGIC PARTNERS VII INVESTMENT | FMV | $334,293 | $334,293 |
| STRATEGIC PARTNERS VIII INVESTMENT | FMV | $629,223 | $629,223 |
| CEVINE VII | FMV | $1,302,005 | $1,302,005 |
| FIRSTMARK OF III | FMV | $404,468 | $404,468 |
| FIRSTMARK V | FMV | $555,268 | $555,268 |
| AMERICAN SERCURITIES VIII | FMV | $1,226,210 | $1,226,210 |
| GOLDMAN SACHS - INVESTMENT PORTFOLIO | FMV | $18,858,613 | $18,858,613 |
| WEST STREET REAL ESTATE CREDIT PARTNERS IV | FMV | $149,748 | $149,748 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADP CHARGES | $1,742 | $0 | $0 |
| BANK FEE | $1,386 | $0 | $0 |
| BROKER MANAGEMENT FEES | $72,995 | $72,995 | $0 |
| DUES AND SUBSCRIPTIONS | $476 | $0 | $0 |
| INSURANCE | $27,870 | $0 | $0 |
| INVESTMENT INTEREST EXPENSE (K-1) | $16,209 | $16,209 | $0 |
| NONDEDUCTIBLE EXPENSES (K-1) | $30 | $0 | $0 |
| OTHER INVESTMENT EXPENSES (K-1) | $49,623 | $49,623 | $0 |
| WORKERS COMPENSATION | $333 | $0 | $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 | $10,610 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,610 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,610 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN (LOSS) | $4,387,333 |
| BOOK TO TAX DIFFERENCE FROM K-1S | $33,841 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES & FILING FEES | $261 | $0 | $0 |
| PAYROLL TAXES | $13,737 | $0 | $0 |
| FOREIGN TAX PAID | $5,281 | $5,281 | $0 |
| FEDERAL INCOME TAX | $20,188 | $0 | $0 |