2021-05-14T13:37:24-05:00 2020-12-31 340664461 SCHNEIDER SMELTZ SPIETH BELL LLP 1375 E NINTH ST STE 900 CLEVELAND OH 441141724 990PF 2020-01-01 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 2021-05-12 true LAURA COLEMAN XXX-XX-XXXX J TALBOT YOUNG JR P01329521 2166964200 2021-05-14 2020 2022-09-23 18:48:47Z X 6142699 X 48486 2409 2409 68410 68410 463157 1491916 463157 25 25 582487 534001 2542 2542 20837 20837 2482 2482 125 125 25986 25986 0 240000 240000 265986 25986 240000 316501 508015 28948 23257 23257 214410 49335 52328 2027675 2087042 4995199 528657 955085 1071915 2799690 3114719 6142699 0 X 2799690 3114719 2799690 3114719 2799690 3114719 2799690 316501 3116191 1472 3114719 ST GAIN/LOSS (SCHEDULE ATTACHED) P 61978 64275 -2297 -2297 LT COVERED (SCHEDULED ATTACHED) P 931847 787657 144190 144190 LT NON-COVERED (SCH ATTACHED) P 498091 176827 321264 321264 463157 7061 7061 7061 5216 5216 1845 false false false false false false false true true OH false false true false true 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 0.50 0 0 0 ELLEN F BERKMAN 265 GODDARD AVE BROOKLINE MA 02445 TRUSTEE 0.50 0 0 0 MARTHA B WINFIELD 13 RANDOLPH CRESCENT LONDON UK W9 1DP TRUSTEE 0.50 0 0 0 NONE NONE N/A 5266492 158696 0 5425188 5425188 81378 5343810 267191 267191 7061 7061 260130 260130 260130 240000 240000 240000 260130 237257 1963 95 2799 2743 7600 240000 237257 2743 7600 7600 249787 LAURA B COLEMAN ELLEN F BERKMAN MARTHA B WINFIELD X AMERICAN FRIENDS OF THE A 150 E 69TH ST SUITE 27G NEW YORK NY 10021 N/A PC UNRESTRICTED 7500 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 7500 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 15000 CAF AMERICA 225 REINEKERS LANE SUITE 375 ALEXANDRIA VA 22314 N/A PC ENVIRNMENTAL VISION 5000 CAF AMERICA 225 REINEKERS LANE SUITE 375 ALEXANDRIA VA 22314 N/A PC FOODCYCLE 7500 TESUQUE ELEMENTARY PTA 1555 BISHOPS LODGE ROAD SANTA FE NM 87506 N/A PC FOOD DRIVE 2500 SANTA FE CHAMBER MUSIC FESTIVAL PO BOX 2227 SANTA FE NM 87504 N/A PC UNRESTRICTED 5000 SANTA FE OPERA 301 OPERA DRIVE SANTA FE NM 87506 N/A PC ANNUAL FUND 10000 VANGUARD CHARITABLE FUND -STATEMENT PO BOX 9509 WARWICK RI 02889 N/A PC CHARITABLE FUND 30000 HARVARD UNIVERSITY 124 MT AUBURN STREET CAMBRIDGE MA 02138 N/A PC SCHOLARSHIP FUND 20000 NOBLE AND GREENOUGH SCHOOL 10 CAMPUS DRIVE DEDHAM MA 02026 N/A PC FIRST CLASS FUND FOR FACULTY CLASS 50000 THE ROXBURY LATIN SCHOOL 101 ST THERESA AVENUE WEST ROXBURY MA 02132 N/A PC TRUSTEES MATCHING FUND FOR GIVING DA 10000 VANGUARD CHARITABLE - STATEMENT PO BOX 9509 WARWICK RI 02889 N/A PC CHARITABLE FUND 49000 WEST END HOUSE 105 ALLSTON STREET ALLSTON MA 02134 N/A PC ACADEMIC SUCCESS PROGRAM 500 BRONX LETTERS FOUNDATION 1202 LEXINGTON AVENUE NUMBER 202 NEW YORK NY 10028 N/A PC ERIN GARRY SCHOLARSHIP FUND 500 240000 14 2409 14 68410 14 25 18 463157 534001 534001 false false false false false false false false false false X X 1 LAURA B COLEMAN 191 COMMONWEALTH AVENUE 2 BOSTON MA 02116 16162 X 2 ELLEN F BERKMAN 265 GODDARD STREET BROOKLINE MA 02445 16162 X 3 MARTHA B WINFIELD 13 RANDOLPH CRESCENT LONDON ENGLAND LONDON UK W P UK W91DP 16162 X 1 360 SHARES EXXON MOBIL CORP (XOM 16162 2020-05-13 2 360 SHARES EXXON MOBIL CORP (XOM 16162 2020-05-13 3 360 SHARES EXXON MOBIL CORP (XOM 16162 2020-05-13 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 2087042 4995199 49335 52328 REAL ESTATE INVESTMENT TRUSTS AT COST 29095 112230 EXCHANGE-TRADED PRODUCTS - SCHEDULE AT COST 925990 959685 SCHNEIDER SMELTZ SPIETH BELL 2542 2542 2020 DIVIDENDS NOT RECEIVED BY 12/31/2020 1472 EXPENSES ABB LTD AND ADR FEES 125 125 TAX REFUND 25 25 NORTHEAST ACCOUNT MANAGEMENT FEE 20837 20837 2019 990-PF ESTIMATED EXCISE TAX FOREIGN TAX PAID 2482 2482