2023-05-15T17:37:32-04:00 2022-12-31 340664461 SCHNEIDER SMELTZ SPIETH BELL LLP 1375 E NINTH ST STE 900 CLEVELAND OH 441141724 990PF 2022-01-01 341845200 THE MARSHALL L AND DEBORAH L BERKMAN FAMILY CHARITABLE TRUST MARS 2165351066 C/O J TALBOT YOUNG 1375 E 9TH ST CLEVELAND OH 44114 LAURA B COLEMAN TRUSTEE 2023-05-12 true LAURA COLEMAN XXX-XX-XXXX false J TALBOT YOUNG JR P01329521 2166964200 2023-05-15 2022 2023-04-26 12:10:37Z X 5339177 X 56505 76888 71987 32908 1838078 32908 1604 1604 167905 106499 30108 30108 10722 10722 600 600 41430 41430 0 285000 285000 326430 41430 285000 -158525 65069 198073 4601 4601 49335 494664 487536 2041990 2319435 4486054 1099617 294039 360986 3389015 3112739 5339177 0 X 3389015 3228193 3389015 3228193 3389015 3228193 3389015 -158525 3230490 2297 3228193 BNY UPN002383 - STATEMENT ATTACHED P 367201 426201 -59000 -59000 BNY UPN002383 - STATEMENT ATTACHED P 1470877 1378969 91908 91908 32908 904 904 904 8182 8182 7278 7278 false false false false false false false true true OH false false false false false true N/A J TALBOT YOUNG JR 2165351066 1375 E NINTH STREET SUITE 900 CLEVELAND OH 44114 false false false false false false false false false false false false false false false false false false false false LAURA B COLEMAN 191 COMMONWEALTH AVENUE 2 BOSTON MA 02116 TRUSTEE 0.20 0 0 0 ELLEN F BERKMAN 265 GODDARD AVE BROOKLINE MA 02445 TRUSTEE 0.20 0 0 0 MARTHA B WINFIELD 13 RANDOLPH CRESCENT LONDON UK W9 1DP TRUSTEE 0.20 0 0 0 NONE NONE N/A 5518469 330646 0 5849115 5849115 87737 5761378 288069 288069 904 904 287165 287165 287165 285000 285000 287165 280020 285000 280020 4980 282185 LAURA B COLEMAN ELLEN F BERKMAN MARTHA B WINFIELD X AMERICAN FRIENDS OF WIGMORE HALL 708 THIRD AVE 6TH FLOOR NEW YORK NY 10017 N/A PC UNRESTRICTED 10000 CAF AMERICA 225 REINEKERS LANE SUITE 375 ALEXANDRIA VA 22314 N/A PC LYRIC HAMMERSMITH 5000 CAF AMERICA 225 REINEKERS LANE SUITE 375 ALEXANDRIA VA 22314 N/A PC UK MUSIC MASTERS 10000 CAF AMERICA 225 REINEKERS LANE SUITE 375 ALEXANDRIA VA 223142840 N/A PC HAPPY BABY COMMUNITY 21000 CAF AMERICA 225 REINEKERS LANE SUITE 375 ALEXANDRIA VA 22314 N/A PC ENVIRONMENTAL VISION 5000 CAF AMERICA 225 REINEKERS LANE SUITE 375 ALEXANDRIA VA 22314 N/A PC FOODCYCLE 10000 COLUMBIA UNIVERSITY 622 W 113TH STREET MC4530 NEW YORK NY 10025 ANNUAL FUND 10000 SANTA FE OPERA 301 OPERA DRIVE SANTA FE NM 87506 N/A PC ANNUAL FUND 5000 MIDDLESEX SCHOOL 1500 LOWELL ROAD CONCORD MA 01742 MADELEINE COLEMAN SCHOLARSHIP FUND 2000 HARVARD UNIVERSITY 124 MT AUBURN STREET CAMBRIDGE MA 02138 N/A PC BRYANT FAMILY FINANCIAL AID FUND 50000 METROPOLITAN FAMILY SERVICES 101 NORTH WACKER DRIVE 17TH FLOOR CHICAGO IL 60606 UNRESTRICTED 500 VANGUARD CHARITABLE - STATEMENT PO BOX 9509 WARWICK RI 02889 N/A PC COLEMAN CHARITABLE FOUNDATION 75000 SANTA FE CHAMBER MUSIC FESTIVAL DIRECTOR OF DEVELOPMENT PO BOX 2227 SANTA FE NM 87504 UNRESTRICTED 2500 COLUMBIA UNIVERSITY PO BOX 1523 NEW YORK NY 10008 N/A PC MADELEINE COLEMAN SCHOLARSHIP FUND 2000 CAF AMERICA 225 REINEKERS LANE SUITE 375 ALEXANDRIA VA 22314 N/A PC AUTISM FORWARD 2500 CHAPEL & YORK FOUNDATION 1350 AVENUE OF THE AMERICAS SUITE 266 NEW YORK NY 10019 N/A PC ROYAL COLLEGE OF MUSIC 12000 FARMER'S FOOTPRINT 9450 SW GEMINI DRIVE BEAVERTON OR 97008 UNRESTRICTED 12000 COLUMBIA UNIVERSITY 622 W 113TH STREET MC4530 NEW YORK NY 10025 SARAH R. COLEMAN SCHOLARSHIP FUND 2500 COLUMBIA UNIVERSITY 622 W 113TH STREET MC4530 NEW YORK NY 10025 BUSINESS SCHOOL 1000 BOSTON AREA RAPE CRISIS CENTER PHILANTHROPY OFFICE 24 CRESCENT STREET SUITE 202 WALTHAM MA 02453 UNRESTRICTED 500 BOSTON CARES 10 CITY SQUARE 6TH FLOOR BOSTON MA 02129 UNRESTRICTED 500 BRINGHAM AND WOMEN'S HOSPITAL DEVELOPMENT OFFICE 116 HUNTINGTON AVENUE 3RD FLOOR BOSTON MA 02116 JOEL E. GOLDERG, MD RESEARCH RUND 10000 GEORGETOWN UNIVERSITY DEPARTMENT NUMBER 0734 WASHINGTON DC 200730734 MISSION AND MINISTRY SCHOLARSHIP 25000 THE ROXBURY LATIN SCHOOL DIRECTOR OF DEVELOPMENT 101 ST TERESA AVENUE WEST ROXBURY MA 02132 ANNUAL FUND 10000 WINSOR SCHOOL 103 PILGRIM ROAD BOSTON MA 02215 UNRESTRICTED 1000 285000 14 76888 14 1604 18 32908 111400 111400 false false false false false false false false false false X X 1 LAURA B COLEMAN 191 COMMONWEALTH AVENUE 2 BOSTON MA 02116 18836 X 2 ELLEN F BERKMAN 265 GODDARD STREET BROOKLINE MA 02445 18836 X 3 MARTHA B WINFIELD 13 RANDOLPH CRESCENT LONDON UK W91DP 18836 X 1 192 SHARES GOOGLE 18836 2022-12-16 2 192 SHARES GOOGLE 18836 2002-12-16 3 192 SHARES GOOGLE 18836 2022-12-16 THIS TRUST DOES NOT PROVIDE A COPY OF FORM 990-PF TO THE OHIO ATTORNEY GENERAL BEAUSE, IN LIEU THEREOF, IT IS REQUIRED TO FILE AN ONLINE ANNUAL REPORT WITH THE ATTORNEY GENERAL'S OFFICE AT WWW.OHIOATTORNEYGENERAL.GOV EQUITIES COMMON STOCK 2319435 4486054 494664 487536 REAL ESTATE INVESTMENT TRUSTS AT COST 51109 127116 EXCHANGE-TRADED PRODUCTS - SCHEDULE AT COST 242930 233870 2022 DIVIDENDS NOT RECEIVED BY 12/31/2022 2297 EXPENSES ABB LTD AND ADR FEES 400 400 OHIO SECRETARY OF STATE - FIL 200 200 NON-DIVIDEND DISTRIBUTIONS 1604 1604 NORTHEAST ACCOUNT MANAGEMENT FEE 24452 24452 SCHNEIDER SMELTZ SPEITH BELL, LE 5656 5656 2022 ESTIMATED TAX PAYMENT 8000 8000 FOREIGN TAX PAID 2722 2722