BERLIN FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BERLIN FAMILY FOUNDATION INC (EIN 65-0230453)
- Tax period
- 2022-11-01 to 2023-10-31
- Filed
- 2024-03-13
- IRS object ID
- 202400739349101120
- Schema version
- 2022v5.0
- 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
- Schedule B
- 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 | 2024-03-13T13:01:23-05:00 | ReturnTs |
| Tax Period End | 2023-10-31 | 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 | 2022-11-01 | 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 | 2024-03-12 | 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 |
| 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 | 2024-03-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $20,901,157 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,578,047 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $270,609 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $270,527 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $854,834 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,140,521 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $854,834 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $392 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $392 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,703,882 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,125,753 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $132,692 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $83,242 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,062 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $135,569 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $107,787 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $355,203 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $119,349 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,361,105 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,361,105 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,716,308 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $119,349 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,361,105 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,987,574 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,006,404 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $410,699 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,649,337 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,649,337 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $18,118,328 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,251,820 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,251,820 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,529,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,901,157 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,901,157 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,529,027 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $20,901,157 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,529,027 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,901,157 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,529,027 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,901,157 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,529,027 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,987,574 | ExcessRevenueOverExpensesAmt |
| Other Increases | $384,556 | OtherIncreasesAmt |
| Subtotal | $20,901,157 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,901,157 | 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 | 2022-11-01 | 2023-10-31 | $285,687 | -$285,687 | -$285,687 | |
| CAPITAL GAIN FROM BROKERAGE | P | 2022-11-01 | 2023-10-31 | $1,079,831 | $1,079,831 | $1,079,831 | |
| CAPITAL GAIN FROM K-1S | P | 2022-11-01 | 2023-10-31 | $808 | $808 | $808 | |
| CAPITAL GAIN FROM K-1S | P | 2022-11-01 | 2023-10-31 | $7,613 | $7,613 | $7,613 | |
| CAPITAL GAINS DIVIDENDS | P | $52,269 | $52,269 | $52,269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $854,834 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,989 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,989 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,989 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | 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 | $8,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $199 | EsPenaltyAmt |
| Tax Due | $6,188 | 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 | 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 | $67,692 | $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 | $19,583,100 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,092,196 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,675,296 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,675,296 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $310,129 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,365,167 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,018,258 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,018,258 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,989 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,989 | TotalTaxAmt |
| Distributable Before Adj | $1,004,269 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,004,269 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,004,269 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,361,105 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,361,105 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,004,269 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $90,902 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,357 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $119,260 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $250,519 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,361,105 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,004,269 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $356,836 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $607,355 | 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 | $607,355 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $90,902 | ExcessFromYear4Amt |
| Excess From Year3 | $40,357 | ExcessFromYear3Amt |
| Excess From Year1 | $119,260 | ExcessFromYear1Amt |
| Excess From Current Year | $356,836 | 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 (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AKRON CHILDREN'S HOSPITAL FOUNDATION | |||||||
| ONE PERKINS SQUARE | AKRON | OH | 443081062 | PC | MOBILE SENSORY PLAY BASKETS | $24,997 | |
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | PC | CANCER RESEARCH | $50,000 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADMON | |||||||
| 30100 CHAGRIN BLVD 150 | PEPPER PIKE | OH | 44124 | PC | EMERGENCY AID TO ISRAEL, CLEVELAND AMBULANCE | $77,500 | |
| BAPTIST HEALTH FOUNDATION | |||||||
| 1130 22ND ST S SUITE 3200 | BIRMINGHAM | AL | 35205 | PC | RICHARD BERKOWITZ-BOUNCE BACK FROM CANCER | $250 | |
| BOSTON YOUTH SANCTUARY | |||||||
| 2216 DORCHESTER AVE | DORCHESTER CENTER | MA | 02124 | PC | AT RISK YOUTH SUPPORT | $16,000 | |
| CHABAD OF AKRON | |||||||
| 599 PEBBLE BEACH DR | AKRON | OH | 44333 | PC | PROGRAM SUPPORT | $5,000 | |
| 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 | YEAR 1 STAFFING, HOUSING ASSISTANCE, 2023 BACK TO SCHOOL EVENT, EMERGENCY RELIEF | $243,025 | |
| EMMANUEL CHRISTIAN ACADEMY | |||||||
| 350 S PORTAGE PATH | AKRON | OH | 44320 | PC | VISION 2026 - BUILDING REPAIRS | $15,000 | |
| FAMILYAID | |||||||
| 3815 WASHINGTON ST | BOSTON | MA | 02130 | PC | EMERGENCY SHELTERS, SUMMER ACTIVITIES | $59,400 | |
| FRIENDS OF CANCER RESEARCH | |||||||
| 1800 M ST NW | WASHINGTON DC | DC | 20036 | PC | 27TH ANNUAL CANCER LEADERSHIP AWARDS - COLLABORATORS | $25,000 | |
| FRIENDS OF ISRAEL DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | PC | EMERGENCY AID TO ISRAEL | $20,000 | |
| FRIENDS OF PUBLIC GARDEN | |||||||
| 69 BEACON ST | BOSTON | MA | 02108 | PC | IN MEMORY OF FRANCIS GILLIGAN | $500 | |
| FURNISHING HOPE OF MASSACHUSETTS | |||||||
| 131 MT AUBURN ST LEVEL B | CAMBRIDGE | MA | 02138 | PC | BATHROOM & TOILETRY STARTER SETS | $4,902 | |
| HIRAM HOUSE | |||||||
| 33775 HIRAM TRAIL | CHAGRIN FALLS | OH | 44022 | PC | CAMPERSHIP FUND | $3,000 | |
| HORIZONS FOR HOMELESS CHILDREN | |||||||
| 1785 COLUMBUS AVE | ROXBURY | MA | 02119 | PC | ROXBURY PLAYSPACE PROGRAM, MENTAL HEALTH CONSULTATION PSHIP, OUTDOOR TOYS/ART SUPPLIES | $153,000 | |
| INSTITUTE OF CONTEMPORARY ART | |||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | PC | IN MEMORY OF FRANCIS GILLIGAN | $500 | |
| JEWISH COMMUNITY BOARD OF AKRON | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | PC | JEWISH COMMUNITY ASSISTANCE | $140,000 | |
| JF & CS | |||||||
| C/O DEVELOPMENT 1430 MAIN STREET | WALTHAM | MA | 02451 | PC | HOLIDAY GIFT CARDS, FAMILY SUPPORT PARTNER | $66,250 | |
| LIPPMAN SCHOOL | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | PC | PAM KANFER READING SPECIALIST FUND | $500 | |
| LOTUS HOUSE | |||||||
| 217 NW 15TH ST | MIAMI | FL | 33136 | PC | CONFERENCE SPONSOR FOR THE NATIONAL WOMEN'S SHELTER NETWORK, PROGRAM SUPPORT | $30,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | PC | HOPE CLINIC HOLIDAY GIFT CARDS AND PEDIATRIC SCALES | $27,000 | |
| MCLEAN HOSPITAL | |||||||
| 115 MILL STREET | BELMONT | MA | 02478 | PC | PSYCHOLOGIST SUPPORT | $10,000 | |
| MEMORIAL SLOAN KETTERING | |||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | PC | MEDICAL RESEARCH | $50,000 | |
| NEWTON FOOD PANTRY | |||||||
| 1000 COMMONWEALTH AVE | NEWTON CENTRE | MA | 02459 | PC | SUMMER GROCERY GIFT CARD & KID'S SNACK BAG PROGRAMS | $40,000 | |
| NORTH COAST COMMUNITY HOMES | |||||||
| 14221 BROADWAY AVENUE | CLEVELAND | OH | 441251953 | PC | COMMUNITY SERVICE | $5,000 | |
| PAN MASS CHALLENGE | |||||||
| 50 GREEN PARK | NEWTON | MA | 02458 | PC | MEDICAL RESEARCH | $6,500 | |
| REVERE ROAD SYNAGOGUE | |||||||
| 646 N REVERE RD | AKRON | OH | 44333 | PC | PROGRAM SUPPORT | $26,800 | |
| ROOM TO GROW | |||||||
| 526 GRAHAM RD STE 10 | CUYAHOGA FALLS | OH | 44221 | PC | ESSENTIAL BABY ITEMS - BOSTON LOCATION | $20,000 | |
| SHAW JEWISH COMMUNITY CENTER | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | PC | 50 @ 750 HEALTH & WELLNESS | $5,000 | |
| ST MARY'S CENTER FOR WOMEN AND CHILDREN | |||||||
| 5300 MILITARY RD FLOOR 2 | LEWISTON | NY | 14092 | PC | OUTFIT 2 APARTMENTS, SENSORY MATERIALS FOR CLINICIANS | $11,000 | |
| STEWART'S CARING PLACE | |||||||
| 2955 W MARKET ST STE R | AKRON | OH | 44333 | PC | PROGRAM SUPPORT | $1,000 | |
| TEMPLE ISRAEL | |||||||
| 91 SPRINGSIDE DRIVE | AKRON | OH | 44333 | PC | PROGRAM SUPPORT | $30,150 | |
| THE GATHERING PLACE | |||||||
| 23300 COMMERCE PARK | BEACHWOOD | OH | 44122 | PC | ANNUAL FUND DRIVE, RACE FOR THE PLACE MATCH | $10,000 | |
| THE WELL CDC | |||||||
| 647 E MARKET STREET | AKRON | OH | 44304 | PC | AKRON HOPE FOR MASON CLC | $5,000 | |
| UNIVERSITY OF MIAMI SCHOOL OF MEDICINE | |||||||
| 1475 NW 12TH AVENUE | MIAMI | FL | 33136 | PC | GLOBAL HEALTH INITIATIVE | $25,000 | |
| URBAN VISION | |||||||
| PO BOX 1563 | AKRON | OH | 443091563 | PC | COMMUNITY SERVICE | $10,000 | |
| WELCOME HOUSE | |||||||
| 802 SHARON DR | WESTLAKE | OH | 44145 | PC | SUPPORT FOR HOMELESS | $25,124 | |
| WOMEN'S LUNCH PLACE | |||||||
| 67 NEWBURY ST | BOSTON | MA | 02116 | PC | WOMEN'S SHELTER | $111,907 | |
| WORLD JEWISH RELIEF | |||||||
| 1350 AVENUE OF THE AMERICAS FL 2 | NEW YORK | NY | 10019 | PC | UKRAINE RELIEF | $5,000 | STE 266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,361,105 | 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 | $270,609 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $392 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $854,834 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,125,835 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,125,835 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES BERLIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7681 FISHER ISLAND DRIVE | AddressLine1Txt |
| City | FISHER ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,578,047 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 10 SHARES OF BERKSHIRE HATHAWAY INC. (CUSIP XXX-XX-XXXX) | $469,047 | 2022-11-11 |
| 1 | 20,000 SHARES OF AMAZON.COM INC. (CUSIP XXX-XX-XXXX) | $2,109,000 | 2023-04-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,700 | 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 | $191,906 | $191,906 |
| STRATEGIC PARTNERS VI INVESTMENT | FMV | $154,195 | $154,195 |
| STRATEGIC PARTNERS VII INVESTMENT | FMV | $492,875 | $492,875 |
| STRATEGIC PARTNERS VIII INVESTMENT | FMV | $667,895 | $667,895 |
| CEVINE VII | FMV | $1,050,061 | $1,050,061 |
| FIRSTMARK OF III | FMV | $467,117 | $467,117 |
| FIRSTMARK V | FMV | $514,685 | $514,685 |
| AMERICAN SERCURITIES VIII | FMV | $1,248,934 | $1,248,934 |
| GOLDMAN SACHS - INVESTMENT PORTFOLIO | FMV | $14,414,152 | $14,414,152 |
| WEST STREET REAL ESTATE CREDIT PARTNERS IV | FMV | $50,000 | $50,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKER MANAGEMENT FEES | $63,209 | $63,209 | $0 |
| INSURANCE | $25,332 | $0 | $0 |
| WORKERS COMPENSATION | $257 | $0 | $0 |
| INVESTMENT INTEREST EXPENSE (K-1) | $3,075 | $3,075 | $0 |
| NONDEDUCTIBLE EXPENSES (K-1) | $15 | $0 | $0 |
| ADP CHARGES | $1,718 | $0 | $0 |
| OTHER INVESTMENT EXPENSES (K-1) | $40,232 | $40,232 | $0 |
| BANK FEE | $1,271 | $1,271 | $0 |
| DUES AND SUBSCRIPTIONS | $460 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM PASS-THROUGH ENTITIES | $157 | $157 | $157 |
| SETTLEMENT PROCEEDS | $235 | $235 | $235 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN (LOSS) | $374,711 |
| BOOK TO TAX DIFFERENCE FROM K-1S | $9,845 |
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 | $11,783 | $0 | $0 |
| FOREIGN TAX PAID | $5,062 | $5,062 | $0 |
| FEDERAL INCOME TAX | $66,136 | $0 | $0 |
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