THE ALLEN H AND SELMA W BERKMAN: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE ALLEN H AND SELMA W BERKMAN (EIN 25-6144060)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2022-02-25
- IRS object ID
- 202200569349100115
- Schema version
- 2020v4.2
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-25T16:28:59-06:00 | ReturnTs |
| Tax Period End | 2021-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256144060 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALLEN H AND SELMA W BERKMAN | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST C/O GMA FOUNDATIONS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERK | BusinessNameControlTxt |
| Phone | 6174267080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LIBERTY SQUARE NO 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD BERKMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174267080 | PhoneNum |
| Signature | 2022-02-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | BERKMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOYCE RIPIANZI CPA | PreparerPersonNm |
| PTIN | P00548581 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2022-02-25 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,464,315 | 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 | $156,262 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $156,262 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,914,794 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,005,431 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,914,794 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,071,056 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,071,056 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $137,050 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $83,900 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $53,150 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,395 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,395 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $190,095 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,900 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,195 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $950,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $950,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,140,095 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,900 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,015,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,930,961 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,987,156 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $83,306 | CashBOYAmt |
| Cash EOY | $123,226 | CashEOYAmt |
| Cash EOYFMV | $123,226 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $307,811 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $533,993 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $533,993 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $501,819 | CorporateStockBOYAmt |
| Corporate Stock EOY | $666,597 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $666,597 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $15,443,117 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,140,499 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,140,499 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,336,053 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,464,315 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,464,315 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $16,336,053 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,464,315 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,336,053 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,464,315 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,336,053 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,464,315 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,336,053 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,930,961 | ExcessRevenueOverExpensesAmt |
| Other Increases | $197,301 | OtherIncreasesAmt |
| Subtotal | $18,464,315 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,464,315 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $8,977,643 | $6,066,795 | $2,910,848 | $2,910,848 | ||
| ALTERNATIVE INVESTMENTS | P | $27,788 | $23,842 | $3,946 | $3,946 | 2020-09-30 | 2021-09-30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,914,794 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $41,521 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $41,521 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $41,521 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $48,277 | 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 | $48,277 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $100 | EsPenaltyAmt |
| Overpayment | $6,656 | OverpaymentAmt |
| Applied To ES Tax | $6,656 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GMA FOUNDATIONS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174267080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LIBERTY SQUARE SUITE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| HELEN BERKMAN HABBERT | |||||||||
| C/O GMA FOUNDATIONS INC 2 LIBERTY | SQUARE SUITE 500 | BOSTON | MA | 02109 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| JAMES S BERKMAN | |||||||||
| C/O GMA FOUNDATIONS INC 2 LIBERTY | SQUARE SUITE 500 | BOSTON | MA | 02109 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| SUSAN BERKMAN RAHM | |||||||||
| C/O GMA FOUNDATIONS INC 2 LIBERTY | SQUARE SUITE 500 | BOSTON | MA | 02109 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| RICHARD BERKMAN | |||||||||
| C/O GMA FOUNDATIONS INC 2 LIBERTY | SQUARE SUITE 500 | BOSTON | MA | 02109 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| BARBARA BERKMAN ACKERMAN | |||||||||
| C/O GMA FOUNDATIONS INC 2 LIBERTY | SQUARE SUITE 500 | BOSTON | MA | 02109 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| ALAN ACKERMAN JR | |||||||||
| C/O GMA FOUNDATIONS INC 2 LIBERTY | SQUARE SUITE 500 | BOSTON | MA | 02109 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| DANIEL A BERKMAN | |||||||||
| C/O GMA FOUNDATIONS INC 2 LIBERTY | SQUARE SUITE 500 | BOSTON | MA | 02109 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| RT WINSTON BERKMAN-BREEN | |||||||||
| C/O GMA FOUNDATIONS INC 2 LIBERTY | SQUARE SUITE 500 | BOSTON | MA | 02109 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| WILLIAM RAHM | |||||||||
| C/O GMA FOUNDATIONS INC 2 LIBERTY | SQUARE SUITE 500 | BOSTON | MA | 02109 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| JULIE HABBERT | |||||||||
| C/O GMA FOUNDATIONS INC 2 LIBERTY | SQUARE SUITE 500 | BOSTON | MA | 02109 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MILLER INVESTMENT MANAGEMENT | |||||
| ONE PERSHING PLAZA | JERSEY CITY | NJ | 07399 | INVESTMENT MANAGEMENT FEES | $69,518 |
| GMA FOUNDATIONS | |||||
| 2 LIBERTY SQUARE | BOSTON | MA | 02109 | GRANT ADMINISTRATION | $53,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,474,205 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,041,940 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $55,683 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,571,828 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,571,828 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $278,577 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,293,251 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $914,663 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $914,663 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,521 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,521 | TotalTaxAmt |
| Distributable Before Adj | $873,142 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $873,142 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $873,142 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,015,195 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,015,195 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,015,195 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $873,142 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $75,662 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,015,195 | QualifyingDistributionsAmt |
| Applied To Year1 | $75,662 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $873,142 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,391 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $66,391 | 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 | $66,391 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $66,391 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMY SHOREY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GMA FOUNDATIONS INC 2 LIBERTY | AddressLine1Txt |
| Address Line2 | SQUARE SUITE 500 | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174267080 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS BY INVITATION ONLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AFTER SCHOOL MATTERS | |||||||||||
| 66 E RANDOLPH STREET | CHICAGO | IL | 60601 | PC | UNRESTRICTED | $5,000 | |||||
| ALL FAITHS FOOD BANK | |||||||||||
| 8171 BLAIKIE COURT | SARASOTA | FL | 34240 | PC | UNRESTRICTED | $5,000 | |||||
| AMERICARES FOUNDATION INC | |||||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | PC | HURRICANE IDA | $25,000 | |||||
| AMERICARES FOUNDATION INC | |||||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | PC | HAITIAN SUPPORT | $25,000 | |||||
| AMERICARES FOUNDATION INC | |||||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | PC | HAITI EMERGENCY RELIEF | $2,500 | |||||
| BERKLEY FOOD PANTRY | |||||||||||
| 1600 SACRAMENTO STREET | BERKELEY | CA | 94702 | PC | UNRESTRICTED | $5,000 | |||||
| BOSTON HEALTH CARE FOR THE HOMELESS PRGM | |||||||||||
| 780 ALBANY STREET | BOSTON | MA | 02118 | PC | UNRESTRICTED | $5,000 | |||||
| CAMPAIGN LEGAL CENTER | |||||||||||
| 1101 14TH ST NW SUITE 400 | WASHINGTON | DC | 20005 | PC | UNRESTRICTED | $10,000 | |||||
| CENTER TO ADVANCE PALLIATIVE CARE | |||||||||||
| 55 WEST 125TH STREET 13TH FLOOR | NEW YORK | NY | 10027 | PC | STRENGTHENING PALLIATIVE CARE LEADERSHIP AND INFUSING EQUITY | $100,000 | |||||
| CHILDREN'S LITERACY INITIATIVE | |||||||||||
| 990 SPRING GARDEN ST 4TH FLOOR | PHILADELPHIA | PA | 19123 | PC | LITERACY TO LIBERATION: TRANSFORMING LEARNING OUTCOMES FOR BLACK & LATINX CHILDREN IN 2021-22 | $100,000 | |||||
| COMMUNITY FUNDS INC FBO WELLMET NEW YORK COMMUNITY TRUST | |||||||||||
| 909 THIRD AVENUE 22ND FL | NEW YORK | NY | 10022 | PC | FOR WELLMET | $5,000 | |||||
| DC GREENS | |||||||||||
| 2000 P ST NW SUITE 240 | WASHINGTON | DC | 20036 | PC | UNRESTRICTED | $5,000 | |||||
| EAST HARLEM TUTORIAL PROGRAM INC | |||||||||||
| 2050 SECOND AVENUE | NEW YORK | NY | 10029 | PC | ALL LEARNING STARTS WITH LITERACY | $50,000 | |||||
| EAST HARLEM TUTORIAL PROGRAM INC | |||||||||||
| 2050 SECOND AVENUE | NEW YORK | NY | 10029 | PC | UNRESTRICTED | $5,000 | |||||
| ENVIRONMENTAL DEFENCE | |||||||||||
| PC | UNRESTRICTED | $10,000 | 33 CECIL ST FLOOR 1 | TORONTO | ONTARIO | CA | M5T 1N1 | ||||
| FAMILY ACTION NETWORK MOVEMENT | |||||||||||
| 100 NE 84TH ST | MIAMI | FL | 33138 | PC | HAITIAN SUPPORT | $10,000 | |||||
| FOOD BANK FOR NEW YORK CITY | |||||||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | PC | UNRESTRICTED | $5,000 | |||||
| FOODSHARE TORONTO | |||||||||||
| PC | BLACK CREEK COMMUNITY FARM | $10,000 | 120 INDUSTRY STREET UNIT C | TORONTO | ONTARIO | CA | M6M 4L8 | ||||
| GEORGETOWN UNIVERSITY FBO GEORGETOWN INSTITUTE FOR WOMEN PEACE AND SECU | |||||||||||
| 1412 36TH ST NW | WASHINGTON | DC | 20057 | PC | VISAS AND EVACUATION OF AFGHAN WOMEN | $2,500 | |||||
| GREATER BOSTON FOOD BANK | |||||||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | PC | UNRESTRICTED | $10,000 | |||||
| GREATER CHICAGO FOOD DEPOSITORY | |||||||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | PC | UNRESTRICTED | $5,000 | |||||
| GREATER NEW ORLEANS FOUNDATION | |||||||||||
| PO BOX 57749 | NEW ORLEANS | LA | 70157 | PC | HURRICANE IDA | $25,000 | |||||
| GROW PITTSBURGH | |||||||||||
| 6587 HAMILTON AVENUE 2W | PITTSBURGH | PA | 15206 | PC | UNRESTRICTED | $5,000 | |||||
| HIAS | |||||||||||
| PO BOX 97077 | WASHINGTON | DC | 20090 | PC | AFGHAN RESETTLEMENT | $40,000 | |||||
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI FBO CENTER TO ADVANCE PALLIATIVE | |||||||||||
| 55 W 125TH ST SUITE 1302 | NEW YORK | NY | 10027 | PC | DEPARTMENT OF GERIATRICS & PALLIATIVE CARE | $5,000 | |||||
| INTERNATIONAL INSTITUTE OF NEW ENGLAND | |||||||||||
| 2 BOYLSTON ST 3RD FLOOR | BOSTON | MA | 02116 | PC | AFGHAN RESETTLEMENT | $15,000 | |||||
| IRONBOUND COMMUNITY CORPORATION | |||||||||||
| 315-317 ELM STREET | NEWARK | NJ | 07105 | PC | HURRICANE IDA | $15,000 | |||||
| JEWISH FAMILY & CHILDREN'S SERVICE | |||||||||||
| 5743 BARTLETT ST | PITTSBURGH | PA | 15217 | PC | UNRESTRICTED | $5,000 | |||||
| JUMPSTART | |||||||||||
| 308 CONGRESS STREET 6TH FLOOR | BOSTON | MA | 02210 | PC | UNRESTRICTED, NATIONAL OFFICE | $5,000 | |||||
| MANHATTAN SCHOOL OF MUSIC | |||||||||||
| 120 CLAREMONT AVENUE | NEW YORK | NY | 10027 | PC | SELMA WIENER BERKMAN SCHOLARSHIP FUND | $5,000 | |||||
| MIAMI DIAPER BANK INC | |||||||||||
| 4770 BISCAYNE BOULEVARD SUITE 980 | MIAMI | FL | 33137 | PC | UNRESTRICTED | $5,000 | |||||
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | PC | UNRESTRICTED | $5,000 | |||||
| NEW DRAMATISTS | |||||||||||
| 424 WEST 44TH STREET | NEW YORK | NY | 10036 | PC | UNRESTRICTED | $5,000 | |||||
| NEW VENTURE FUND FBO AMERICA VOTES | |||||||||||
| 115 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | PC | UNRESTRICTED | $10,000 | |||||
| NEW VENTURE FUND FBO AMERICA VOTES | |||||||||||
| 116 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | PC | VOTER EDUCATION IN PENNSYLVANIA | $30,000 | |||||
| OPEN CITY ADVOCATES | |||||||||||
| 4202 BENNING ROAD NE 2 | WASHINGTON | DC | 20019 | PC | UNRESTRICTED | $5,000 | |||||
| PROJECT HOPE | |||||||||||
| PO BOX 5029 | HAGERSTOWN | MD | 21741 | PC | HAITIAN SUPPORT | $25,000 | |||||
| PROJECT SOUTH | |||||||||||
| PO BOX 97 | ARABI | LA | 70032 | PC | IMAGINE WATER WORKS - HURRICANE IDA | $15,000 | |||||
| ROCKEFELLER PHILANTHROPY ADVISORS INC | |||||||||||
| 6 W 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | PC | WELCOME.US - AFGHAN SUPPORT | $30,000 | |||||
| SCHOLARCHIPS | |||||||||||
| PO BOX 56404 | WASHINGTON | DC | 20040 | PC | UNRESTRICTED | $10,000 | |||||
| THE ALI FORNEY CENTER | |||||||||||
| 224 WEST 35TH ST 15TH FLOOR | NEW YORK | NY | 10001 | PC | UNRESTRICTED | $5,000 | |||||
| THE ALLIANCE FOR CLIMATE PROTECTION DBA THE CLIMATE REALITY PROJECT | |||||||||||
| 555 11TH STREET NW SUITE 601 | WASHINGTON | DC | 20004 | PC | UNRESTRICTED | $10,000 | |||||
| THE BRIDGE INC | |||||||||||
| 290 LENOX AVENUE | RD FLOOR | NY | 10027 | PC | UNRESTRICTED | $5,000 | |||||
| THE CARNEGIE INSTITUTE | |||||||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | PC | CARNEGIE INTERNATIONAL | $10,000 | |||||
| THE FOOD PROJECT | |||||||||||
| 10 LEWIS STREET | LINCOLN | MA | 01773 | PC | UNRESTRICTED | $5,000 | |||||
| THE FUNDERS NETWORK | |||||||||||
| 6705 SW 57TH AVE | CORAL GABLES | FL | 33143 | PC | PARTNERS FOR PLACES (P4P) | $50,000 | |||||
| THE PITTSBURGH OPERA | |||||||||||
| 2425 LIBERTY AVE | PITTSBURGH | PA | 15222 | PC | UNRESTRICTED | $5,000 | |||||
| THE PITTSBURGH SYMPHONY SOCIETY | |||||||||||
| 600 PENN AVENUE | PITTSBURGH | PA | 15222 | PC | UNRESTRICTED | $5,000 | |||||
| THURGOOD MARSHALL COLLEGE FUND | |||||||||||
| 901 F STREET NW SUITE 700 | WASHINGTON | DC | 20004 | PC | SCHOLARSHIPS | $10,000 | |||||
| US WATER ALLIANCE | |||||||||||
| 1010 VERMONT AVENUE SUITE 1100 | WASHINGTON | DC | 20005 | PC | SCALING EQUITABLE, RESILIENT WATER MANAGEMENT | $150,000 | |||||
| WORLD CENTRAL KITCHEN | |||||||||||
| 655 NEW YORK AVE NW 6TH FLOOR | WASHINGTON | DC | 20001 | PC | HURRICANE IDA | $25,000 | |||||
| X-CEL EDUCATION | |||||||||||
| 39 SMITH ST | ROXBURY | MA | 02120 | PC | UNRESTRICTED | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $950,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $156,262 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,914,794 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,071,056 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,071,056 | 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 | CategoryTxt |
| Amt | $5,650 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,650 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE ALLEN H. AND SELMA W. BERKMAN CHARITABLE TRUST IS REGISTERED IN PA THE PA DEPARTMENT OF STATE CHARITIES PROVIDES FOR A FILING EXEMPTION FOR ANY CHARITABLE ORGANIZATION WHICH RECEIVES $25,000 OR LESS OF ANNUAL GROSS NATIONAL CONTRIBUTIONS. THE ALLEN H. AND SELMA W. BERKAMN CHARITABLE TRUST HAS NO CONTRIBUTION INCOME AND AS SUCH IS NOT REQUIRED TO PROVIDE A COPY OF THE FORM 990PF TO PA. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED EQUITIES | StockNm |
| EOY Book Value | $666,597 | EOYBookValueAmt |
| EOYFMV | $666,597 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS IN LIMITED PARTNERSHIPS | FMV | $46,391 | $46,391 |
| MUTUAL FUNDS | FMV | $9,425,209 | $9,425,209 |
| HEDGE FUND | FMV | $9,292 | $9,292 |
| EXCHANGE-TRADED FUNDS | FMV | $7,659,607 | $7,659,607 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP DUES | $2,500 | $0 | $2,500 |
| INSURANCE EXPENSE | $2,828 | $0 | $2,828 |
| POSTAGE | $478 | $0 | $478 |
| OFFICE SUPPLIES | $589 | $0 | $589 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $197,301 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT ADMINISTRATION | $53,150 | $0 | $53,150 |
| INVESTMENT MANAGEMENT | $83,227 | $83,227 | $0 |
| OTHER | $673 | $673 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $41,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |