2022-02-25T16:28:59-06:00 2021-10-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990PF 2020-11-01 256144060 THE ALLEN H AND SELMA W BERKMAN CHARITABLE TRUST C/O GMA FOUNDATIONS BERK 6174267080 2 LIBERTY SQUARE NO 500 BOSTON MA 02109 RICHARD BERKMAN TRUSTEE 6174267080 2022-02-25 1 RICHARD BERKMAN XXX-XX-XXXX JOYCE RIPIANZI CPA P00548581 5083669100 2022-02-25 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 18464315 X X 156262 156262 2914794 9005431 2914794 3071056 3071056 0 0 0 5650 0 5650 137050 83900 53150 41000 0 0 6395 0 6395 190095 83900 65195 950000 950000 1140095 83900 1015195 1930961 2987156 83306 123226 123226 307811 533993 533993 501819 666597 666597 15443117 17140499 17140499 16336053 18464315 18464315 0 0 X 0 0 0 0 16336053 18464315 16336053 18464315 16336053 18464315 16336053 1930961 197301 18464315 0 18464315 PUBLICLY TRADED SECURITIES P 8977643 6066795 2910848 2910848 ALTERNATIVE INVESTMENTS P 2020-09-30 2021-09-30 27788 23842 3946 3946 2914794 41521 0 41521 0 41521 48277 0 0 0 48277 X 100 6656 6656 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 0 0 0 0 0 1 N/A GMA FOUNDATIONS INC 6174267080 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 MILLER INVESTMENT MANAGEMENT ONE PERSHING PLAZA JERSEY CITY NJ 07399 INVESTMENT MANAGEMENT FEES 69518 GMA FOUNDATIONS 2 LIBERTY SQUARE BOSTON MA 02109 GRANT ADMINISTRATION 53150 0 0 17474205 1041940 55683 18571828 0 0 18571828 278577 18293251 914663 914663 41521 41521 873142 0 873142 0 873142 1015195 0 1015195 0 1015195 873142 75662 0 0 1015195 75662 0 0 873142 66391 0 0 66391 0 0 0 0 0 0 0 66391 66391 AMY SHOREY C/O GMA FOUNDATIONS INC 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 6174267080 APPLICATIONS BY INVITATION ONLY N/A N/A AFTER SCHOOL MATTERS 66 E RANDOLPH STREET CHICAGO IL 60601 PC UNRESTRICTED 5000 ALL FAITHS FOOD BANK 8171 BLAIKIE COURT SARASOTA FL 34240 PC UNRESTRICTED 5000 AMERICARES FOUNDATION INC 88 HAMILTON AVENUE STAMFORD CT 06902 PC HURRICANE IDA 25000 AMERICARES FOUNDATION INC 88 HAMILTON AVENUE STAMFORD CT 06902 PC HAITIAN SUPPORT 25000 AMERICARES FOUNDATION INC 88 HAMILTON AVENUE STAMFORD CT 06902 PC HAITI EMERGENCY RELIEF 2500 BERKLEY FOOD PANTRY 1600 SACRAMENTO STREET BERKELEY CA 94702 PC UNRESTRICTED 5000 BOSTON HEALTH CARE FOR THE HOMELESS PRGM 780 ALBANY STREET BOSTON MA 02118 PC UNRESTRICTED 5000 CAMPAIGN LEGAL CENTER 1101 14TH ST NW SUITE 400 WASHINGTON DC 20005 PC UNRESTRICTED 10000 CENTER TO ADVANCE PALLIATIVE CARE 55 WEST 125TH STREET 13TH FLOOR NEW YORK NY 10027 PC STRENGTHENING PALLIATIVE CARE LEADERSHIP AND INFUSING EQUITY 100000 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 100000 COMMUNITY FUNDS INC FBO WELLMET NEW YORK COMMUNITY TRUST 909 THIRD AVENUE 22ND FL NEW YORK NY 10022 PC FOR WELLMET 5000 DC GREENS 2000 P ST NW SUITE 240 WASHINGTON DC 20036 PC UNRESTRICTED 5000 EAST HARLEM TUTORIAL PROGRAM INC 2050 SECOND AVENUE NEW YORK NY 10029 PC ALL LEARNING STARTS WITH LITERACY 50000 EAST HARLEM TUTORIAL PROGRAM INC 2050 SECOND AVENUE NEW YORK NY 10029 PC UNRESTRICTED 5000 ENVIRONMENTAL DEFENCE 33 CECIL ST FLOOR 1 TORONTO ONTARIO CA M5T 1N1 PC UNRESTRICTED 10000 FAMILY ACTION NETWORK MOVEMENT 100 NE 84TH ST MIAMI FL 33138 PC HAITIAN SUPPORT 10000 FOOD BANK FOR NEW YORK CITY 39 BROADWAY 10TH FLOOR NEW YORK NY 10006 PC UNRESTRICTED 5000 FOODSHARE TORONTO 120 INDUSTRY STREET UNIT C TORONTO ONTARIO CA M6M 4L8 PC BLACK CREEK COMMUNITY FARM 10000 GEORGETOWN UNIVERSITY FBO GEORGETOWN INSTITUTE FOR WOMEN PEACE AND SECU 1412 36TH ST NW WASHINGTON DC 20057 PC VISAS AND EVACUATION OF AFGHAN WOMEN 2500 GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON MA 02118 PC UNRESTRICTED 10000 GREATER CHICAGO FOOD DEPOSITORY 4100 W ANN LURIE PL CHICAGO IL 60632 PC UNRESTRICTED 5000 GREATER NEW ORLEANS FOUNDATION PO BOX 57749 NEW ORLEANS LA 70157 PC HURRICANE IDA 25000 GROW PITTSBURGH 6587 HAMILTON AVENUE 2W PITTSBURGH PA 15206 PC UNRESTRICTED 5000 HIAS PO BOX 97077 WASHINGTON DC 20090 PC AFGHAN RESETTLEMENT 40000 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 5000 INTERNATIONAL INSTITUTE OF NEW ENGLAND 2 BOYLSTON ST 3RD FLOOR BOSTON MA 02116 PC AFGHAN RESETTLEMENT 15000 IRONBOUND COMMUNITY CORPORATION 315-317 ELM STREET NEWARK NJ 07105 PC HURRICANE IDA 15000 JEWISH FAMILY & CHILDREN'S SERVICE 5743 BARTLETT ST PITTSBURGH PA 15217 PC UNRESTRICTED 5000 JUMPSTART 308 CONGRESS STREET 6TH FLOOR BOSTON MA 02210 PC UNRESTRICTED, NATIONAL OFFICE 5000 MANHATTAN SCHOOL OF MUSIC 120 CLAREMONT AVENUE NEW YORK NY 10027 PC SELMA WIENER BERKMAN SCHOLARSHIP FUND 5000 MIAMI DIAPER BANK INC 4770 BISCAYNE BOULEVARD SUITE 980 MIAMI FL 33137 PC UNRESTRICTED 5000 NATURAL RESOURCES DEFENSE COUNCIL 40 WEST 20TH STREET NEW YORK NY 10011 PC UNRESTRICTED 5000 NEW DRAMATISTS 424 WEST 44TH STREET NEW YORK NY 10036 PC UNRESTRICTED 5000 NEW VENTURE FUND FBO AMERICA VOTES 115 CONNECTICUT AVE NW WASHINGTON DC 20036 PC UNRESTRICTED 10000 NEW VENTURE FUND FBO AMERICA VOTES 116 CONNECTICUT AVE NW WASHINGTON DC 20036 PC VOTER EDUCATION IN PENNSYLVANIA 30000 OPEN CITY ADVOCATES 4202 BENNING ROAD NE 2 WASHINGTON DC 20019 PC UNRESTRICTED 5000 PROJECT HOPE PO BOX 5029 HAGERSTOWN MD 21741 PC HAITIAN SUPPORT 25000 PROJECT SOUTH PO BOX 97 ARABI LA 70032 PC IMAGINE WATER WORKS - HURRICANE IDA 15000 ROCKEFELLER PHILANTHROPY ADVISORS INC 6 W 48TH STREET 10TH FLOOR NEW YORK NY 10036 PC WELCOME.US - AFGHAN SUPPORT 30000 SCHOLARCHIPS PO BOX 56404 WASHINGTON DC 20040 PC UNRESTRICTED 10000 THE ALI FORNEY CENTER 224 WEST 35TH ST 15TH FLOOR NEW YORK NY 10001 PC UNRESTRICTED 5000 THE ALLIANCE FOR CLIMATE PROTECTION DBA THE CLIMATE REALITY PROJECT 555 11TH STREET NW SUITE 601 WASHINGTON DC 20004 PC UNRESTRICTED 10000 THE BRIDGE INC 290 LENOX AVENUE RD FLOOR NY 10027 PC UNRESTRICTED 5000 THE CARNEGIE INSTITUTE 4400 FORBES AVENUE PITTSBURGH PA 15213 PC CARNEGIE INTERNATIONAL 10000 THE FOOD PROJECT 10 LEWIS STREET LINCOLN MA 01773 PC UNRESTRICTED 5000 THE FUNDERS NETWORK 6705 SW 57TH AVE CORAL GABLES FL 33143 PC PARTNERS FOR PLACES (P4P) 50000 THE PITTSBURGH OPERA 2425 LIBERTY AVE PITTSBURGH PA 15222 PC UNRESTRICTED 5000 THE PITTSBURGH SYMPHONY SOCIETY 600 PENN AVENUE PITTSBURGH PA 15222 PC UNRESTRICTED 5000 THURGOOD MARSHALL COLLEGE FUND 901 F STREET NW SUITE 700 WASHINGTON DC 20004 PC SCHOLARSHIPS 10000 US WATER ALLIANCE 1010 VERMONT AVENUE SUITE 1100 WASHINGTON DC 20005 PC SCALING EQUITABLE, RESILIENT WATER MANAGEMENT 150000 WORLD CENTRAL KITCHEN 655 NEW YORK AVE NW 6TH FLOOR WASHINGTON DC 20001 PC HURRICANE IDA 25000 X-CEL EDUCATION 39 SMITH ST ROXBURY MA 02120 PC UNRESTRICTED 10000 950000 0 14 156262 18 2914794 0 3071056 0 3071056 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 5650 0 5650 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. PUBLICLY TRADED EQUITIES 666597 666597 INVESTMENTS IN LIMITED PARTNERSHIPS FMV 46391 46391 MUTUAL FUNDS FMV 9425209 9425209 HEDGE FUND FMV 9292 9292 EXCHANGE-TRADED FUNDS FMV 7659607 7659607 MEMBERSHIP DUES 2500 0 2500 INSURANCE EXPENSE 2828 0 2828 POSTAGE 478 0 478 OFFICE SUPPLIES 589 0 589 UNREALIZED GAIN 197301 GRANT ADMINISTRATION 53150 0 53150 INVESTMENT MANAGEMENT 83227 83227 0 OTHER 673 673 0 EXCISE TAXES 41000 0 0