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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Laura B Coleman | TRUSTEE | 2019-2025 | 0 | $0 reported | 1 |
| Ellen F Berkman | TRUSTEE | 2019-2025 | 0 | $0 reported | 1 |
| Martha B Winfield | TRUSTEE | 2019-2025 | 0 | $0 reported | 1 |
People by year
2025 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA B COLEMAN | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| ELLEN F BERKMAN | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| MARTHA B WINFIELD | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2024 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA B COLEMAN | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| ELLEN F BERKMAN | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| MARTHA B WINFIELD | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2023 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA B COLEMAN | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| ELLEN F BERKMAN | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| MARTHA B WINFIELD | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2022 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA B COLEMAN | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| ELLEN F BERKMAN | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| MARTHA B WINFIELD | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2021 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA B COLEMAN | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| ELLEN F BERKMAN | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| MARTHA B WINFIELD | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2020 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA B COLEMAN | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| ELLEN F BERKMAN | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| MARTHA B WINFIELD | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2019 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA B COLEMAN | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| ELLEN F BERKMAN | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| MARTHA B WINFIELD | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
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
2024 · 3 contributors · $641
2023 · 3 contributors · $58K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 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
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 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
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 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
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 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
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $861,376 | $379,527 | $3,600,245 | $3,600,245 | $708 | - | - | - | - |
| 2024 · Form 990PF | ||||||||
| $322,424 | $324,767 | $3,117,613 | $3,117,613 | $641 | - | - | - | - |
| 2023 · Form 990PF | ||||||||
| $311,154 | $314,548 | $3,120,804 | $3,120,804 | $58,235 | - | - | - | - |
| 2022 · Form 990PF | ||||||||
| $167,905 | $326,430 | $3,112,739 | $3,228,193 | $56,505 | - | - | - | - |
| 2021 · Form 990PF | ||||||||
| $596,734 | $320,698 | $3,389,015 | $3,389,015 | $70,260 | - | - | - | - |
| 2020 · Form 990PF | ||||||||
| $582,487 | $265,986 | $3,114,719 | $3,114,719 | $48,486 | - | - | - | - |
| 2019 · Form 990PF | ||||||||
| $282,235 | $261,835 | $2,799,690 | $2,799,690 | $45,900 | - | - | - | - |
| 2019 · Form 990PF | ||||||||
| $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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| ALLENE N GILMAN CHARITABLE TR | OH | T20 | $890,248 | $365,896 | TRUSTEE | $24,214 | Same NTEE code T20, revenue within 2x, same state |
| BROUSSARD CHARITABLE FOUNDATION TR | OH | T20 | $904,716 | $1,237,783 | TRUSTEE | $60,865 | Same NTEE code T20, revenue within 2x, same state |
| GEORGE AND KATHLEEN ANDERSON CHARITABLE TR | OH | T20 | $911,679 | $786,704 | CO-TRUSTEE | $55,754 | Same NTEE code T20, revenue within 2x, same state |
| MAAS FAMILY FOUNDATION | OH | T20 | $841,905 | $2,210,832 | EXEC. DIRECTOR/CHAIRPERSON | $0 | Same NTEE code T20, revenue within 2x, same state |
| HAUSHALTER FAMILY FOUNDATION | OH | T20 | $879,044 | $397,433 | Dir, Sec | $0 | Same NTEE code T20, revenue within 2x, same state |
| COLLAR FAMILY FOUNDATION INC | OH | T20 | $915,879 | $107,975 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| WAGNALLS MEMORIAL FOUNDATION | OH | T20 | $836,107 | $1,024,053 | CHAIR | $0 | Same NTEE code T20, revenue within 2x, same state |
| SAM AND RACHEL BOYMEL FOUNDATION | OH | T20 | $857,578 | $487,836 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| JUSTIN R NIKLAS FAMILY FOUNDATION | OH | T20 | $856,960 | $441,154 | TRUSTEE | $19,000 | Same NTEE code T20, revenue within 2x, same state |
| MEAD FOUNDATION | OH | T20 | $862,941 | $415,038 | TRUSTEE | $54,365 | Same NTEE code T20, revenue within 2x, same state |
| GREENER PASTURES FOUNDATION | OH | T20 | $858,856 | $3,014,100 | TRUSTEE | $953,481 | Same NTEE code T20, revenue within 2x, same state |
| SUSANNE GEIER PETERS FOUNDATION | OH | T20 | $962,115 | $727,105 | PRESIDENT/TR | $0 | Same NTEE code T20, revenue within 2x, same state |
| WALTER AND OLIVIA KIEBACH FOUNDATION | OH | T20 | $803,590 | $603,360 | BOARD MEMBER | $0 | Same NTEE code T20, revenue within 2x, same state |
| MASSOW LUGER CHARITABLE TR | CA | T20 | $857,242 | $99,410 | Trustee | $0 | Same NTEE code T20, revenue within 2x |
| GARY M HARRIS FAMILY CHARITABLE TR | AR | T20 | $889,933 | $213,894 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| BIALIS CHARITABLE TR | CA | T20 | $848,320 | $295,282 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| DOROTHY BENTON CHARITABLE TR UW | TX | T20 | $841,714 | $67,143 | TRUSTEE | $24,192 | Same NTEE code T20, revenue within 2x |
| MIGUEL B FERNANDEZ FAM FOUNDATION CHARITABLE TR | FL | T20 | $798,100 | $4,527,196 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| ROBERT F DIMARCO CHARITABLE TRUST | MD | T20 | $859,100 | $363,165 | President | $0 | Same NTEE code T20, revenue within 2x |
| THE LEVITIN FAMILY CHARITABLE TRUST | NY | T20 | $914,582 | $640,908 | Trustee | $0 | Same NTEE code T20, revenue within 2x |
| VALLEY CHARITABLE TRUST | DE | T20 | $954,846 | $511,489 | Trustee | $67,761 | Same NTEE code T20, revenue within 2x |
| NEALL FAMILY CHARITABLE FOUNDATION | VA | T20 | $878,006 | $1,625,369 | CO-TRUSTEE | $100,964 | Same NTEE code T20, revenue within 2x |
| MARTIN FAMILY CHARITABLE FOUNDATION INC | DE | T20 | $943,927 | $130,735 | VP, Dir, Sec | $0 | Same NTEE code T20, revenue within 2x |
| GRAHAM FAMILY CHARITABLE FOUNDATION | NY | T20 | $867,809 | $722,401 | Trustee | $0 | Same NTEE code T20, revenue within 2x |
| ROBERT AND MIMIE HELM FAMILY CHARITABLE TRUST | MD | T20 | $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).
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
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $379,527 | 100% |
2024 · Form 990PF · $324,767 spent · pay $0 · grants $291,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $324,767 | 100% |
2023 · Form 990PF · $314,548 spent · pay $0 · grants $285,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $314,548 | 100% |
2022 · Form 990PF · $326,430 spent · pay $0 · grants $285,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $326,430 | 100% |
2021 · Form 990PF · $320,698 spent · pay $0 · grants $283,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $320,698 | 100% |
2020 · Form 990PF · $265,986 spent · pay $0 · grants $240,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $265,986 | 100% |
2019 · Form 990PF · $261,835 spent · pay $0 · grants $231,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $261,835 | 100% |