2020-03-06T07:57:21-06:00 2019-10-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990PF 2018-11-01 256144060 THE ALLEN H AND SELMA W BERKMAN CHARITABLE TRUST C/O GMA FOUNDATIONS BERK 6174267080 2 LIBERTY SQUARE NO 500 BOSTON MA 02109 HELEN B HABBERT TRUSTEE 6175222766 2020-03-05 1 JOYCE RIPIANZI CPA P00548581 5083669100 2020-03-05 2018 2022-09-23 18:48:47Z X 16294968 X X 345617 345617 539216 8217754 539216 884833 884833 0 0 0 5100 0 5100 133694 67027 66667 20461 11 0 9652 0 9652 3488 0 3488 172395 67038 84907 749550 749550 921945 67038 834457 -37112 817795 161431 214153 214153 433407 135407 135407 1155037 765153 765153 14167851 15180255 15180255 15917726 16294968 16294968 0 0 X 0 0 0 0 15917726 16294968 15917726 16294968 15917726 16294968 15917726 -37112 414354 16294968 0 16294968 PUBLICLY TRADED SECURITIES P 8036004 7528210 507794 507794 ALTERNATIVE INVESTMENTS P 181750 150328 31422 31422 539216 0 963819 16975909 0.056776 832580 16404247 0.050754 915580 16086330 0.056917 845349 17066341 0.049533 757880 17941118 0.042243 0.256223 0.051245 16002698 820058 8178 828236 834457 X 8178 0 8178 0 8178 22500 0 0 22500 X 27 14295 14295 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 GMA FOUNDATIONS 2 LIBERTY AQUARE SUITE 500 BOSTON MA 02109 GRANT ADMINISTRATION 66667 MILLER INVESTMENT MANAGEMENT ONE PERSHING PLAZA JERSEY CITY NJ 07399 INVESTMENT MANAGEMENT FEES 58582 0 0 15118105 928300 199989 16246394 0 0 16246394 243696 16002698 800135 800135 8178 8178 791957 0 791957 0 791957 834457 0 834457 8178 826279 791957 345966 0 0 834457 345966 0 0 488491 0 0 0 0 0 0 0 0 303466 0 0 0 AMY SHOREY C/O GMA FOUNDATIONS INC 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 6174267080 APPLICATIONS BY INVITATION ONLY N/A N/A ALI FORNEY CENTER 224 WEST 35TH STREET 1500 NEW YORK NY 10001 N/A PC UNRESTRICTED 5000 ACLU FOUNDATION 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 N/A PC VOTING RIGHTS AND/OR IMMIGRANT RIGHTS 15000 AFTER SCHOOL MATTERS 66 E RANDOLPH STREET CHICAGO IL 60601 N/A PC UNRESTRICTED 5000 ALDEA PJC 532 WALNUT STREET READING READING PA 19601 N/A PC UNRESTRICTED USE 5000 AMERICAN IMMIGRATION COUNCIL 1331 G STREET SUITE 200 WASHINGTON DC 20005 N/A PC DEFENSE IN EL PASO 10000 AMERICARES FOUNDATION INC 88 HAMILTON AVENUE STAMFORD STAMFORD CT 06902 N/A PC RELIEF WORK IN THE BAHAMAS 25000 CAMP SUNSHINE AT SEBAGO LAKE INC 35 ACADIA ROAD CASCO ME 04015 N/A PC UNRESTRICTED 2500 CANCER PATIENT SUPPORT FOUNDATION PO BOX 1804 WILLISTON VT 05495 N/A PC UNRESTRICTED 5000 CARNEGIE LIBRARY OF PITTSBURGH 4400 FORBES AVENUE PITTSBURGH PA 15213 N/A PC YOUTH SERVICES 5000 COMMUNITY FUNDS INC FBO WELLMET 909 THIRD AVENUE 22ND FL NEW YORK NY 10022 N/A PC UNRESTRICTED USE BY WELLMET 5000 CONGREGATION EMANU-EL CITY OF NY CITY OF NEW YORK 1 EAST 65TH STREET NEW YORK NY 10065 N/A PC STREIKER CENTER 2500 DIRECT RELIEF 6100 WALLACE BECKNELL ROAD SANTA BARBARA CA 93117 N/A PC BORDER RELIEF: SOUTHERN BORDER MEDICAL SUPPORT OF IMMIGRANTS 12500 EAST HARLEM TUTORIAL PROGRAM INC 2050 SECOND AVENUE NEW YORK NY 10029 N/A PC UNRESTRICTED 5000 ENVIRONMENTAL DEFENCE 116 SPADINA AVENUE SUITE 300 ONTARIO CA M5V2K6 N/A PC UNRESTRICTED 7500 FOODSHARE TORONTO 120 INDUSTRY STREET UNIT C ONTARIO CA M6M 4L8 N/A PC UNRESTRICTED USE BY BLACK CREEK COMMUNITY FARM 10000 GREATER PITTSBURGH COMMUNITY FOOD BANK 1 N LINDEN STREET DUQUESNE PA 15110 N/A PC UNRESTRICTED 2500 HALEY HOUSE INC 23 DARTMOUTH STREET BOSTON MA 02116 N/A PC UNRESTRICTED 12500 HIAS INC 1300 SPRING STREET SUITE 500 SILVER SPRING MD 20910 N/A PC UNRESTRICTED 10000 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 100000 INNOVATION LAW LAB PO BOX 40103 PORTLAND OR 97240 N/A PC UNRESTRICTED SUPPORT 5000 JUMPSTART 308 CONGRESS STREET 6TH FLOOR BOSTON MA 02210 N/A PC UNRESTRICTED, NATIONAL OFFICE 5000 KIDS IN NEED OF DEFENSE (KIND) 1201 L STREET NW 2ND FLOOR WASHINGTON DC 20005 N/A PC UNRESTRICTED SUPPORT 15000 MANHATTAN SCHOOL OF MUSIC 120 CLAREMONT AVENUE NEW YORK NY 10027 N/A PC SELMA WIENER BERKMAN SCHOLARSHIP FUND 5000 MARTHA'S TABLE 2375 ELVANS ROAD SE WASHINGTON DC 20020 N/A PC UNRESTRICTED 2500 MOUNT SINAI MEDICAL CENTER INC ONE GUSTAVE LEVY PLACE BOX 1049 NEW YORK NY 10029 N/A PC DEPT. OF GERIATRICS & PALLIATIVE CARE 5000 NATURAL RESOURCES DEFENSE COUNCIL 40 WEST 20TH STREET NEW YORK NY 10011 N/A PC CATALYZING FOOD WASTE INNOVATIONS IN CITIES 50000 NATURAL RESOURCES DEFENSE COUNCIL 40 WEST 20TH STREET NEW YORK NY 10011 N/A PC UNRESTRICTED 5000 NEW DRAMATISTS 424 WEST 44TH STREET NEW YORK NY 10036 N/A PC UNRESTRICTED 7500 PENNSYLVANIA ENVIRONMENTAL COUNCIL INC 2124 PENN AVENUE 2ND FLOOR PITTSBURGH PA 15222 N/A PC UNRESTRICTED 2500 PLANNED PARENTHOOD FEDERATION OF AMERICA INC 123 WILLIAM STREET NEW YORK NY 10038 N/A PC UNRESTRICTED 10000 PLANNED PARENTHOOD OF WESTERN PA 933 LIBERTY AVENUE PITTSBURGH PA 15222 N/A PC UNRESTRICTED 5000 PREVENT ALZHEIMERS DISEASE 2020 451 HUNGERFORD DRIVE SUITE 119 355 ROCKVILLE MD 20850 N/A PC PREVENTING DEMENTIA BY PREVENTING BRAIN VASCULAR DISEASE 49550 RAICES 1305 N FLORES STREET SAN ANTONIO TX 78212 N/A PC UNRESTRICTED 10000 RIVERLIFE 707 GRANT STREET 35TH FLOOR SUITE 3500 PITTSBURGH PA 15219 N/A PC UNRESTRICTED 2500 SO OTHERS MIGHT EAT 71 O STREET NW WASHINGTON DC 20001 N/A PC UNRESTRICTED 10000 TEXAS CIVIL RIGHTS PROJECT 1405 MONTOPOLIS DRIVE AUSTIN TX 78741 N/A PC IMMIGRANT RIGHTS 10000 THE BRIDGE INC 290 LENOX AVENUE 3RD FLOOR NEW YORK NY 10027 N/A PC UNRESTRICTED 5000 THE FOOD PROJECT 10 LEWIS STREET LINCOLN MA 01773 N/A PC UNRESTRICTED 5000 THE GREATER BOSTON FOOD BANK INC 70 SOUTH BAY AVENUE BOSTON MA 02118 N/A PC UNRESTRICTED 5000 THE PITTSBURGH OPERA INC 2425 LIBERTY AVENUE PITTSBURGH PA 15222 N/A PC OPERA CONNECTIONS 5000 THE PITTSBURGH SYMPHONY HEINZ HALL 600 PENN AVENUE PITTSBURGH PA 15222 N/A PC EDUCATION AND COMMUNITY ENGAGEMENT 5000 THE STOP COMMUNITY FOOD CENTRE PO BOX 69 STN E ONTARIO CA M6H4E1 N/A PC UNRESTRICTED 5000 TRUSTEES OF THE UNIVERSITY OF PENN 3451 WALNUT STREET SUITE 305 PHILADELPHIA PA 19104 N/A PC PALLIATIVE CARE CHAMPIONS AT PENN 100000 US WATER ALLIANCE 1010 VERMONT AVENUE SUITE 1100 WASHINGTON DC 20005 N/A PC EQUITABLE WATER FUTURE 150000 WORLD CENTRAL KITCHEN INC 1342 FLORIDA AVENUE NW WASHINGTON DC 20009 N/A PC RELIEF WORK IN THE BAHAMAS 25000 749550 0 14 345617 18 539216 0 884833 0 884833 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 5100 0 5100 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 765153 765153 INVESTMENTS IN LIMITED PARTNERSHIPS FMV 145770 145770 MUTUAL FUNDS FMV 14980266 14980266 HEDGE FUND FMV 54219 54219 MEMBERSHIP DUES 1000 0 1000 INSURANCE EXPENSE 2124 0 2124 POSTAGE 364 0 364 UNREALIZED GAIN 414354 GRANT ADMINISTRATION 66667 0 66667 INVESTMENT MANAGEMENT 66401 66401 0 OTHER 626 626 0 FOREIGN TAXES 11 11 0 EXCISE TAXES 20450 0 0