STRATEGY STUDIO / PUBLIC DATA EXPLORER

MARSHALL L & DEBORAH L BERKMAN FAM CHARITABLE TR

Cite this

Plain text MARSHALL L & DEBORAH L BERKMAN FAM CHARITABLE TR. Strategy Studio, nonprofit organization profile, tax years 2019–2025. https://strategystudio.org/org/341845200. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). MARSHALL L & DEBORAH L BERKMAN FAM CHARITABLE TR [Nonprofit organization profile; tax years 2019–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/341845200

MLA “MARSHALL L & DEBORAH L BERKMAN FAM CHARITABLE TR.” Strategy Studio, tax years 2019–2025, https://strategystudio.org/org/341845200. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2019–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990PF · revenue $861K · expenses $380K · assets $3.6M

Also known as
BERKMAN FAMILY CHARITABLE TRUST
EIN
34-1845200
Address
C/O J TALBOT YOUNG 1375 E 9TH ST, CLEVELAND, OH 44114-0000
NTEE code
T20Z
Subsection
501(c)(3)
Ruling year
1996
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 3 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

3 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Laura B Coleman TRUSTEE2019-2025 0 $0 reported 1
Ellen F Berkman TRUSTEE2019-2025 0 $0 reported 1
Martha B Winfield TRUSTEE2019-2025 0 $0 reported 1

People by year

2025 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAURA B COLEMAN TRUSTEE0 $0-$0 $01
ELLEN F BERKMAN TRUSTEE0 $0-$0 $01
MARTHA B WINFIELD TRUSTEE0 $0-$0 $01
2024 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAURA B COLEMAN TRUSTEE0 $0-$0 $01
ELLEN F BERKMAN TRUSTEE0 $0-$0 $01
MARTHA B WINFIELD TRUSTEE0 $0-$0 $01
2023 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAURA B COLEMAN TRUSTEE0 $0-$0 $01
ELLEN F BERKMAN TRUSTEE0 $0-$0 $01
MARTHA B WINFIELD TRUSTEE0 $0-$0 $01
2022 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAURA B COLEMAN TRUSTEE0 $0-$0 $01
ELLEN F BERKMAN TRUSTEE0 $0-$0 $01
MARTHA B WINFIELD TRUSTEE0 $0-$0 $01
2021 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAURA B COLEMAN TRUSTEE0 $0-$0 $01
ELLEN F BERKMAN TRUSTEE0 $0-$0 $01
MARTHA B WINFIELD TRUSTEE0 $0-$0 $01
2020 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAURA B COLEMAN TRUSTEE0 $0-$0 $01
ELLEN F BERKMAN TRUSTEE0 $0-$0 $01
MARTHA B WINFIELD TRUSTEE0 $0-$0 $01
2019 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAURA B COLEMAN TRUSTEE0 $0-$0 $01
ELLEN F BERKMAN TRUSTEE0 $0-$0 $01
MARTHA B WINFIELD TRUSTEE0 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 28 grants to organizations · $336K
2024 · 25 grants to organizations · $291K
2023 · 26 grants to organizations · $285K
2022 · 25 grants to organizations · $285K
2021 · 17 grants to organizations · $283K
2020 · 17 grants to organizations · $240K
2019 · 22 grants to organizations · $231K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2025 · 3 contributors · $708
#ContributorTypeCity, stateTotalNoncashSource
1 LAURA B COLEMAN Person BOSTON, MA $236$22,427 Form 990PF Sch. B, 2025 · filing
2 ELLEN F BERKMAN Person BROOKLINE, MA $236$22,427 Form 990PF Sch. B, 2025 · filing
3 MARTHA B WINFIELD Person LONDON, UK $236$22,426 Form 990PF Sch. B, 2025 · filing
2024 · 3 contributors · $641
#ContributorTypeCity, stateTotalNoncashSource
1 LAURA B COLEMAN Person BOSTON, MA $214$19,527 Form 990PF Sch. B, 2024 · filing
3 MARTHA B WINFIELD Person LONDON, UK $214$19,527 Form 990PF Sch. B, 2024 · filing
2 ELLEN F BERKMAN Person BROOKLINE, MA $213$19,526 Form 990PF Sch. B, 2024 · filing
2023 · 3 contributors · $58K
#ContributorTypeCity, stateTotalNoncashSource
1 LAURA B COLEMAN Person BOSTON, MA $19,411$19,411 Form 990PF Sch. B, 2023 · filing
2 ELLEN F BERKMAN Person BROOKLINE, MA $19,411$19,411 Form 990PF Sch. B, 2023 · filing
3 MARTHA B WINFIELD Person LONDON, UK $19,411$19,411 Form 990PF Sch. B, 2023 · filing
2022 · 3 contributors · $57K
#ContributorTypeCity, stateTotalNoncashSource
1 LAURA B COLEMAN Person BOSTON, MA $18,836$18,836 Form 990PF Sch. B, 2022 · filing
2 ELLEN F BERKMAN Person BROOKLINE, MA $18,836$18,836 Form 990PF Sch. B, 2022 · filing
3 MARTHA B WINFIELD Person LONDON, UK $18,836$18,836 Form 990PF Sch. B, 2022 · filing
2021 · 3 contributors · $70K
#ContributorTypeCity, stateTotalNoncashSource
2 ELLEN F BERKMAN Person BROOKLINE, MA $37,539$37,539 Form 990PF Sch. B, 2021 · filing
1 LAURA B COLEMAN Person BOSTON, MA $16,361$16,361 Form 990PF Sch. B, 2021 · filing
3 MARTHA B WINFIELD Person LONDON, UK $16,361$16,361 Form 990PF Sch. B, 2021 · filing
2020 · 3 contributors · $48K
#ContributorTypeCity, stateTotalNoncashSource
1 LAURA B COLEMAN Person BOSTON, MA $16,162$16,162 Form 990PF Sch. B, 2020 · filing
2 ELLEN F BERKMAN Person BROOKLINE, MA $16,162$16,162 Form 990PF Sch. B, 2020 · filing
3 MARTHA B WINFIELD Person LONDON ENGLAND, LONDON UK W P $16,162$16,162 Form 990PF Sch. B, 2020 · filing
2019 · 3 contributors · $46K
#ContributorTypeCity, stateTotalNoncashSource
1 LAURA B COLEMAN Person BOSTON, MA $15,896$15,896 Form 990PF Sch. B, 2019 · filing
2 ELLEM F BERKMAN Person BROOKLINE, MA $15,438$15,438 Form 990PF Sch. B, 2019 · filing
3 MARTHA B WINFIELD Person LONDON, LONDON UK W P $14,566$14,566 Form 990PF Sch. B, 2019 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$861,376$379,527 $3,600,245$3,600,245 $708- ---
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$322,424$324,767 $3,117,613$3,117,613 $641- ---
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$311,154$314,548 $3,120,804$3,120,804 $58,235- ---
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$167,905$326,430 $3,112,739$3,228,193 $56,505- ---
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$596,734$320,698 $3,389,015$3,389,015 $70,260- ---
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$582,487$265,986 $3,114,719$3,114,719 $48,486- ---
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$282,235$261,835 $2,799,690$2,799,690 $45,900- ---
2019 · Form 990PF period ending 2019-12-31 · amended · superseded · view filing · original 990 ↗
$282,235$261,835 $2,799,690$2,799,690 $45,900- ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
ALLENE N GILMAN CHARITABLE TROHT20 $890,248$365,896 TRUSTEE$24,214 Same NTEE code T20, revenue within 2x, same state
BROUSSARD CHARITABLE FOUNDATION TROHT20 $904,716$1,237,783 TRUSTEE$60,865 Same NTEE code T20, revenue within 2x, same state
GEORGE AND KATHLEEN ANDERSON CHARITABLE TROHT20 $911,679$786,704 CO-TRUSTEE$55,754 Same NTEE code T20, revenue within 2x, same state
MAAS FAMILY FOUNDATIONOHT20 $841,905$2,210,832 EXEC. DIRECTOR/CHAIRPERSON$0 Same NTEE code T20, revenue within 2x, same state
HAUSHALTER FAMILY FOUNDATIONOHT20 $879,044$397,433 Dir, Sec$0 Same NTEE code T20, revenue within 2x, same state
COLLAR FAMILY FOUNDATION INCOHT20 $915,879$107,975 President$0 Same NTEE code T20, revenue within 2x, same state
WAGNALLS MEMORIAL FOUNDATIONOHT20 $836,107$1,024,053 CHAIR$0 Same NTEE code T20, revenue within 2x, same state
SAM AND RACHEL BOYMEL FOUNDATIONOHT20 $857,578$487,836 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
JUSTIN R NIKLAS FAMILY FOUNDATIONOHT20 $856,960$441,154 TRUSTEE$19,000 Same NTEE code T20, revenue within 2x, same state
MEAD FOUNDATIONOHT20 $862,941$415,038 TRUSTEE$54,365 Same NTEE code T20, revenue within 2x, same state
GREENER PASTURES FOUNDATIONOHT20 $858,856$3,014,100 TRUSTEE$953,481 Same NTEE code T20, revenue within 2x, same state
SUSANNE GEIER PETERS FOUNDATIONOHT20 $962,115$727,105 PRESIDENT/TR$0 Same NTEE code T20, revenue within 2x, same state
WALTER AND OLIVIA KIEBACH FOUNDATIONOHT20 $803,590$603,360 BOARD MEMBER$0 Same NTEE code T20, revenue within 2x, same state
MASSOW LUGER CHARITABLE TRCAT20 $857,242$99,410 Trustee$0 Same NTEE code T20, revenue within 2x
GARY M HARRIS FAMILY CHARITABLE TRART20 $889,933$213,894 TRUSTEE$0 Same NTEE code T20, revenue within 2x
BIALIS CHARITABLE TRCAT20 $848,320$295,282 TRUSTEE$0 Same NTEE code T20, revenue within 2x
DOROTHY BENTON CHARITABLE TR UWTXT20 $841,714$67,143 TRUSTEE$24,192 Same NTEE code T20, revenue within 2x
MIGUEL B FERNANDEZ FAM FOUNDATION CHARITABLE TRFLT20 $798,100$4,527,196 TRUSTEE$0 Same NTEE code T20, revenue within 2x
ROBERT F DIMARCO CHARITABLE TRUSTMDT20 $859,100$363,165 President$0 Same NTEE code T20, revenue within 2x
THE LEVITIN FAMILY CHARITABLE TRUSTNYT20 $914,582$640,908 Trustee$0 Same NTEE code T20, revenue within 2x
VALLEY CHARITABLE TRUSTDET20 $954,846$511,489 Trustee$67,761 Same NTEE code T20, revenue within 2x
NEALL FAMILY CHARITABLE FOUNDATIONVAT20 $878,006$1,625,369 CO-TRUSTEE$100,964 Same NTEE code T20, revenue within 2x
MARTIN FAMILY CHARITABLE FOUNDATION INCDET20 $943,927$130,735 VP, Dir, Sec$0 Same NTEE code T20, revenue within 2x
GRAHAM FAMILY CHARITABLE FOUNDATIONNYT20 $867,809$722,401 Trustee$0 Same NTEE code T20, revenue within 2x
ROBERT AND MIMIE HELM FAMILY CHARITABLE TRUSTMDT20 $795,572$185,237 TRUSTEE$0 Same NTEE code T20, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
LOOMIS FOUNDATION INC Private foundation$14,057,6961 12023–2023 LOOMIS CHARITABLE FOUNDATION INC
CHRISTIAN COMMUNITY FOUNDATION OF MEMPHIS AND THE MID-SOUTH INC DAF sponsor$14,045,78023 12010–2024 MEMPHIS GRIZZLIES CHARITABLE FOUNDATION
VALLEY FOUNDATION INC Private foundation$640,3021 12025–2025 VALLEY CHARITABLE TRUST
COMMUNITY FOUNDATION OF GREENVILLE INC DAF sponsor$142,0008 12017–2024 MB CADDYSHACK CHARITY GOLF INC
W R BERKLEY CORPORATION CHARITABLE FOUNDATION Private foundation$100,0001 12025–2025 TMPAA CHARITIES INC
BALTIMORE ORIOLES FOUNDATION INC Private foundation$50,0001 12020–2020 CONSTANCE AND BROOKS ROBINSON CHARITABLE FOUNDATION INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$21,5002 22023–2024 TMPAA CHARITIES INC; SAWYER FOUNDATION CHARITABLE TR
GIVING BACK FUND INC DAF sponsor$10,0001 12016–2016 PHN CHARITABLE FOUNDATION
T ROWE PRICE PROGRAM FOR CHARITABLE GIVING INC DAF sponsor$10,0001 12025–2025 TMPAA CHARITIES INC
TRIANGLE COMMUNITY FOUNDATION DAF sponsor$10,0001 12024–2024 TMPAA CHARITIES INC
PREMIER BANK FOUNDATION Private foundation$2,0001 12019–2019 PHN CHARITABLE FOUNDATION
KAPLAN CHARITABLE FOUNDATION Private foundation$1,8001 12023–2023 MEMPHIS GRIZZLIES CHARITABLE FOUNDATION
THE@HILBERT AND SHIRLEY HENDEL FAMILY FOUNDATION Private foundation$1,5001 12024–2024 GRAMPYS CHARITIES
THE ANDREW M HELLER FAMILY FOUNDATION Private foundation$1,5001 12018–2018 SPIRIT AIRLINES CHARITABLE FOUNDATION
SHERBROOKE FAMILY CHARITABLE TRUST Private foundation$1,0001 12021–2021 GRAMPYS CHARITIES

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $379,527 spent · pay $0 · grants $336,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $336,500 88.7%
Fees: other professional $31,688 8.3%
Taxes $7,727 2.0%
Fees: legal $3,612 1.0%
Total$379,527100%

View the filing

2024 · Form 990PF · $324,767 spent · pay $0 · grants $291,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $291,000 89.6%
Fees: other professional $28,507 8.8%
Fees: legal $3,144 1.0%
Taxes $2,116 0.7%
Total$324,767100%

View the filing

2023 · Form 990PF · $314,548 spent · pay $0 · grants $285,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $285,000 90.6%
Fees: other professional $23,347 7.4%
Taxes $3,073 1.0%
Fees: legal $2,928 0.9%
Other expenses $200 0.1%
Total$314,548100%

View the filing

2022 · Form 990PF · $326,430 spent · pay $0 · grants $285,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $285,000 87.3%
Fees: other professional $30,108 9.2%
Taxes $10,722 3.3%
Other expenses $600 0.2%
Total$326,430100%

View the filing

2021 · Form 990PF · $320,698 spent · pay $0 · grants $283,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $283,000 88.2%
Fees: other professional $25,773 8.0%
Taxes $11,725 3.7%
Other expenses $200 0.1%
Total$320,698100%

View the filing

2020 · Form 990PF · $265,986 spent · pay $0 · grants $240,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $240,000 90.2%
Fees: other professional $20,837 7.8%
Fees: legal $2,542 1.0%
Taxes $2,482 0.9%
Other expenses $125 0.0%
Total$265,986100%

View the filing

2019 · Form 990PF · $261,835 spent · pay $0 · grants $231,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $231,000 88.2%
Fees: other professional $19,167 7.3%
Taxes $6,628 2.5%
Fees: legal $5,040 1.9%
Total$261,835100%

View the filing