THE ALLEN H AND SELMA W BERKMAN: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE ALLEN H AND SELMA W BERKMAN (EIN 25-6144060)
- Tax period
- 2018-11-01 to 2019-10-31
- Filed
- 2020-03-06
- IRS object ID
- 202010669349100401
- Schema version
- 2018v3.1
- 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 | 2020-03-06T07:57:21-06:00 | ReturnTs |
| Tax Period End | 2019-10-31 | 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 | 2018-11-01 | 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 | HELEN B HABBERT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175222766 | PhoneNum |
| Signature | 2020-03-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOYCE RIPIANZI CPA | PreparerPersonNm |
| PTIN | P00548581 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2020-03-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $16,294,968 | 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 | $345,617 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $345,617 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $539,216 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,217,754 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $539,216 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $884,833 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $884,833 | 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 | $5,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $133,694 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,027 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $66,667 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,461 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,652 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,652 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,488 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,488 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $172,395 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,038 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $84,907 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $749,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $749,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $921,945 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,038 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $834,457 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,112 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $817,795 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $161,431 | CashBOYAmt |
| Cash EOY | $214,153 | CashEOYAmt |
| Cash EOYFMV | $214,153 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $433,407 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $135,407 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $135,407 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,155,037 | CorporateStockBOYAmt |
| Corporate Stock EOY | $765,153 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $765,153 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $14,167,851 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,180,255 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,180,255 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,917,726 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,294,968 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,294,968 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $15,917,726 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,294,968 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,917,726 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,294,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,917,726 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,294,968 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,917,726 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,112 | ExcessRevenueOverExpensesAmt |
| Other Increases | $414,354 | OtherIncreasesAmt |
| Subtotal | $16,294,968 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,294,968 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $8,036,004 | $7,528,210 | $507,794 | $507,794 |
| ALTERNATIVE INVESTMENTS | P | $181,750 | $150,328 | $31,422 | $31,422 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $539,216 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $963,819 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,975,909 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056776 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $832,580 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,404,247 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050754 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $915,580 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,086,330 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056917 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $845,349 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,066,341 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049533 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $757,880 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,941,118 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042243 | DistributionYr5Rt |
| Total Distribution | 0.256223 | TotalDistributionRt |
| Average Distribution | 0.051245 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,002,698 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $820,058 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,178 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $828,236 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $834,457 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $8,178 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,178 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,178 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $27 | EsPenaltyAmt |
| Overpayment | $14,295 | OverpaymentAmt |
| Applied To ES Tax | $14,295 | 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 |
|---|---|---|---|---|---|
| GMA FOUNDATIONS | |||||
| 2 LIBERTY AQUARE SUITE 500 | BOSTON | MA | 02109 | GRANT ADMINISTRATION | $66,667 |
| MILLER INVESTMENT MANAGEMENT | |||||
| ONE PERSHING PLAZA | JERSEY CITY | NJ | 07399 | INVESTMENT MANAGEMENT FEES | $58,582 |
| 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 | $15,118,105 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $928,300 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $199,989 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,246,394 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,246,394 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $243,696 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,002,698 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $800,135 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $800,135 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,178 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,178 | TotalTaxAmt |
| Distributable Before Adj | $791,957 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $791,957 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $791,957 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $834,457 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $834,457 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,178 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $826,279 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $791,957 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $345,966 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $834,457 | QualifyingDistributionsAmt |
| Applied To Year1 | $345,966 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $488,491 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $303,466 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALI FORNEY CENTER | ||||||||||||
| 224 WEST 35TH STREET 1500 | NEW YORK | NY | 10001 | N/A | PC | UNRESTRICTED | $5,000 | |||||
| ACLU FOUNDATION | ||||||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | VOTING RIGHTS AND/OR IMMIGRANT RIGHTS | $15,000 | |||||
| AFTER SCHOOL MATTERS | ||||||||||||
| 66 E RANDOLPH STREET | CHICAGO | IL | 60601 | N/A | PC | UNRESTRICTED | $5,000 | |||||
| ALDEA PJC | ||||||||||||
| 532 WALNUT STREET READING | READING | PA | 19601 | N/A | PC | UNRESTRICTED USE | $5,000 | |||||
| AMERICAN IMMIGRATION COUNCIL | ||||||||||||
| 1331 G STREET SUITE 200 | WASHINGTON | DC | 20005 | N/A | PC | DEFENSE IN EL PASO | $10,000 | |||||
| AMERICARES FOUNDATION INC | ||||||||||||
| 88 HAMILTON AVENUE STAMFORD | STAMFORD | CT | 06902 | N/A | PC | RELIEF WORK IN THE BAHAMAS | $25,000 | |||||
| CAMP SUNSHINE AT SEBAGO LAKE INC | ||||||||||||
| 35 ACADIA ROAD | CASCO | ME | 04015 | N/A | PC | UNRESTRICTED | $2,500 | |||||
| CANCER PATIENT SUPPORT FOUNDATION | ||||||||||||
| PO BOX 1804 | WILLISTON | VT | 05495 | N/A | PC | UNRESTRICTED | $5,000 | |||||
| CARNEGIE LIBRARY OF PITTSBURGH | ||||||||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | YOUTH SERVICES | $5,000 | |||||
| COMMUNITY FUNDS INC FBO WELLMET | ||||||||||||
| 909 THIRD AVENUE 22ND FL | NEW YORK | NY | 10022 | N/A | PC | UNRESTRICTED USE BY WELLMET | $5,000 | |||||
| CONGREGATION EMANU-EL CITY OF NY | ||||||||||||
| CITY OF NEW YORK 1 EAST 65TH STREET | NEW YORK | NY | 10065 | N/A | PC | STREIKER CENTER | $2,500 | |||||
| DIRECT RELIEF | ||||||||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | N/A | PC | BORDER RELIEF: SOUTHERN BORDER MEDICAL SUPPORT OF IMMIGRANTS | $12,500 | |||||
| EAST HARLEM TUTORIAL PROGRAM INC | ||||||||||||
| 2050 SECOND AVENUE | NEW YORK | NY | 10029 | N/A | PC | UNRESTRICTED | $5,000 | |||||
| ENVIRONMENTAL DEFENCE | ||||||||||||
| N/A | PC | UNRESTRICTED | $7,500 | 116 SPADINA AVENUE SUITE 300 | ONTARIO | CA | M5V2K6 | |||||
| FOODSHARE TORONTO | ||||||||||||
| N/A | PC | UNRESTRICTED USE BY BLACK CREEK COMMUNITY FARM | $10,000 | 120 INDUSTRY STREET UNIT C | ONTARIO | CA | M6M 4L8 | |||||
| GREATER PITTSBURGH COMMUNITY FOOD BANK | ||||||||||||
| 1 N LINDEN STREET | DUQUESNE | PA | 15110 | N/A | PC | UNRESTRICTED | $2,500 | |||||
| HALEY HOUSE INC | ||||||||||||
| 23 DARTMOUTH STREET | BOSTON | MA | 02116 | N/A | PC | UNRESTRICTED | $12,500 | |||||
| HIAS INC | ||||||||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | N/A | PC | UNRESTRICTED | $10,000 | |||||
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | PALLIATIVE CARE PAYER EDUCATION INITIATIVE | $100,000 | |||||
| INNOVATION LAW LAB | ||||||||||||
| PO BOX 40103 | PORTLAND | OR | 97240 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 | |||||
| JUMPSTART | ||||||||||||
| 308 CONGRESS STREET 6TH FLOOR | BOSTON | MA | 02210 | N/A | PC | UNRESTRICTED, NATIONAL OFFICE | $5,000 | |||||
| KIDS IN NEED OF DEFENSE (KIND) | ||||||||||||
| 1201 L STREET NW 2ND FLOOR | WASHINGTON | DC | 20005 | N/A | PC | UNRESTRICTED SUPPORT | $15,000 | |||||
| MANHATTAN SCHOOL OF MUSIC | ||||||||||||
| 120 CLAREMONT AVENUE | NEW YORK | NY | 10027 | N/A | PC | SELMA WIENER BERKMAN SCHOLARSHIP FUND | $5,000 | |||||
| MARTHA'S TABLE | ||||||||||||
| 2375 ELVANS ROAD SE | WASHINGTON | DC | 20020 | N/A | PC | UNRESTRICTED | $2,500 | |||||
| MOUNT SINAI MEDICAL CENTER INC | ||||||||||||
| ONE GUSTAVE LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | DEPT. OF GERIATRICS & PALLIATIVE CARE | $5,000 | |||||
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | N/A | PC | CATALYZING FOOD WASTE INNOVATIONS IN CITIES | $50,000 | |||||
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | N/A | PC | UNRESTRICTED | $5,000 | |||||
| NEW DRAMATISTS | ||||||||||||
| 424 WEST 44TH STREET | NEW YORK | NY | 10036 | N/A | PC | UNRESTRICTED | $7,500 | |||||
| PENNSYLVANIA ENVIRONMENTAL COUNCIL INC | ||||||||||||
| 2124 PENN AVENUE 2ND FLOOR | PITTSBURGH | PA | 15222 | N/A | PC | UNRESTRICTED | $2,500 | |||||
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | N/A | PC | UNRESTRICTED | $10,000 | |||||
| PLANNED PARENTHOOD OF WESTERN PA | ||||||||||||
| 933 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | N/A | PC | UNRESTRICTED | $5,000 | |||||
| PREVENT ALZHEIMERS DISEASE 2020 | ||||||||||||
| 451 HUNGERFORD DRIVE SUITE 119 355 | ROCKVILLE | MD | 20850 | N/A | PC | PREVENTING DEMENTIA BY PREVENTING BRAIN VASCULAR DISEASE | $49,550 | |||||
| RAICES | ||||||||||||
| 1305 N FLORES STREET | SAN ANTONIO | TX | 78212 | N/A | PC | UNRESTRICTED | $10,000 | |||||
| RIVERLIFE | ||||||||||||
| 707 GRANT STREET 35TH FLOOR SUITE | PITTSBURGH | PA | 15219 | N/A | PC | UNRESTRICTED | $2,500 | 3500 | ||||
| SO OTHERS MIGHT EAT | ||||||||||||
| 71 O STREET NW | WASHINGTON | DC | 20001 | N/A | PC | UNRESTRICTED | $10,000 | |||||
| TEXAS CIVIL RIGHTS PROJECT | ||||||||||||
| 1405 MONTOPOLIS DRIVE | AUSTIN | TX | 78741 | N/A | PC | IMMIGRANT RIGHTS | $10,000 | |||||
| THE BRIDGE INC | ||||||||||||
| 290 LENOX AVENUE 3RD FLOOR | NEW YORK | NY | 10027 | N/A | PC | UNRESTRICTED | $5,000 | |||||
| THE FOOD PROJECT | ||||||||||||
| 10 LEWIS STREET | LINCOLN | MA | 01773 | N/A | PC | UNRESTRICTED | $5,000 | |||||
| THE GREATER BOSTON FOOD BANK INC | ||||||||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | N/A | PC | UNRESTRICTED | $5,000 | |||||
| THE PITTSBURGH OPERA INC | ||||||||||||
| 2425 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | N/A | PC | OPERA CONNECTIONS | $5,000 | |||||
| THE PITTSBURGH SYMPHONY | ||||||||||||
| HEINZ HALL 600 PENN AVENUE | PITTSBURGH | PA | 15222 | N/A | PC | EDUCATION AND COMMUNITY ENGAGEMENT | $5,000 | |||||
| THE STOP COMMUNITY FOOD CENTRE | ||||||||||||
| N/A | PC | UNRESTRICTED | $5,000 | PO BOX 69 STN E | ONTARIO | CA | M6H4E1 | |||||
| TRUSTEES OF THE UNIVERSITY OF PENN | ||||||||||||
| 3451 WALNUT STREET SUITE 305 | PHILADELPHIA | PA | 19104 | N/A | PC | PALLIATIVE CARE CHAMPIONS AT PENN | $100,000 | |||||
| US WATER ALLIANCE | ||||||||||||
| 1010 VERMONT AVENUE SUITE 1100 | WASHINGTON | DC | 20005 | N/A | PC | EQUITABLE WATER FUTURE | $150,000 | |||||
| WORLD CENTRAL KITCHEN INC | ||||||||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | N/A | PC | RELIEF WORK IN THE BAHAMAS | $25,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $749,550 | 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 | $345,617 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $539,216 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $884,833 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $884,833 | 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 | $5,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,100 | 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 | $765,153 | EOYBookValueAmt |
| EOYFMV | $765,153 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS IN LIMITED PARTNERSHIPS | FMV | $145,770 | $145,770 |
| MUTUAL FUNDS | FMV | $14,980,266 | $14,980,266 |
| HEDGE FUND | FMV | $54,219 | $54,219 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP DUES | $1,000 | $0 | $1,000 |
| INSURANCE EXPENSE | $2,124 | $0 | $2,124 |
| POSTAGE | $364 | $0 | $364 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $414,354 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT ADMINISTRATION | $66,667 | $0 | $66,667 |
| INVESTMENT MANAGEMENT | $66,401 | $66,401 | $0 |
| OTHER | $626 | $626 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $11 | $11 | $0 |
| EXCISE TAXES | $20,450 | $0 | $0 |