THE ALLEN H AND SELMA W BERKMAN: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: THE ALLEN H AND SELMA W BERKMAN (EIN 25-6144060)
Tax period: 2016-11-01 to 2017-10-31
Filed: 2018-03-14
IRS object ID: 201820739349100212
Schema version: 2016v3.0
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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-03-14T12:35:57-05:00	ReturnTs
Tax Period End	2017-10-31	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	ALEXANDER ARONSON FINNING & CO PC	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	2016-11-01	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 SUITE 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	2018-03-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOEL ARONSON CPA	PreparerPersonNm
PTIN	P01375551	PTIN
Phone	5083669100	PhoneNum
Preparation	2018-03-13	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	64.238.141.162	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-03-13	IPDt
IP Tm	07:28:07	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	BC5926B0E490F04D1ABA71567B078B8614800D21	AtSubmissionCreationDeviceId
At Submission Filing Device Id	A41C22E49F3662F41C161EC2A09466C92AFD8034	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$17,119,907	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	$285,361	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$285,361	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$864,439	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,810,219	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$864,439	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,149,800	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,149,800	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	$6,264	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$6,264	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$131,946	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$66,591	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$65,355	OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$8,147	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$8,147	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$6,345	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$2,595	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$3,750	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$152,702	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$69,186	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$83,516	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$759,870	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$759,870	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$912,572	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$69,186	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$843,386	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$237,228	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,080,614	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$15,934	CashBOYAmt
Cash EOY	$222,548	CashEOYAmt
Cash EOYFMV	$222,548	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,415,834	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$888,635	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$888,635	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$1,184,097	CorporateStockBOYAmt
Corporate Stock EOY	$1,294,689	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,294,689	CorporateStockEOYFMVAmt
Other Investments BOY	$13,162,659	OtherInvestmentsBOYAmt
Other Investments EOY	$14,714,035	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$14,714,035	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$15,778,524	TotalAssetsBOYAmt
Total Assets EOY	$17,119,907	TotalAssetsEOYAmt
Total Assets EOYFMV	$17,119,907	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	$15,778,524	RetainedEarningBOYAmt
Retained Earning EOY	$17,119,907	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$15,778,524	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$17,119,907	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$15,778,524	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$17,119,907	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$15,778,524	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$237,228	ExcessRevenueOverExpensesAmt
Other Increases	$1,104,155	OtherIncreasesAmt
Subtotal	$17,119,907	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$17,119,907	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	$3,316,701	$2,521,473	$795,228	$795,228
ALTERNATIVE INVESTMENTS	P	$493,518	$424,307	$69,211	$69,211

Field	Value	IRS element (for citing)
Capital Gain Net Income	$864,439	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$915,580	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$16,086,330	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.056917	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$845,349	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$17,066,341	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.049533	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$757,880	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$17,941,118	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.042243	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$819,373	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$16,754,425	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.048905	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$748,786	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$15,899,900	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.047094	DistributionYr5Rt
Total Distribution	0.244692	TotalDistributionRt
Average Distribution	0.048938	AverageDistributionRt
Net Vl Noncharitable Assets	$16,404,247	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$802,791	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$10,806	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$813,597	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$843,386	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	$10,806	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$10,806	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$10,806	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$7,558	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$7,558	TotalPaymentsAndCreditsAmt
Tax Due	$3,248	TaxDueAmt

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 L 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
C/O GMA FOUNDATIONS INC 2 LIBERTY	SQUARE SUITE 500	BOSTON	MA	02109	TRUSTEE	3.00	$0	$0	$0
CAROLINE HABBERT ROMASH LEFT 11116
C/O GMA FOUNDATIONS INC 2 LIBERTY	SQUARE SUITE 500	BOSTON	MA	02109	TRUSTEE	3.00	$0	$0	$0
DANIEL BERKMAN
C/O GMA FOUNDATIONS INC 2 LIBERTY	SQUARE SUITE 500	BOSTON	MA	02109	TRUSTEE	3.00	$0	$0	$0
WINSTON BERKMAN
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 SQUARE SUITE 500	BOSTON	MA	02109	TRUST ADMINISTRATION	$66,770
MILLER INVESTMENT MANAGEMENT
ONE PERSHING PLAZA	JERSEY CITY	NJ	07399	INVESTMENT MANAGEMENT FEES	$56,418

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	$14,648,165	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,473,177	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$532,716	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$16,654,058	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$16,654,058	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$249,811	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$16,404,247	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$820,212	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$820,212	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$10,806	TaxBasedOnInvestmentIncomeAmt
Total Tax	$10,806	TotalTaxAmt
Distributable Before Adj	$809,406	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$809,406	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$809,406	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$843,386	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$843,386	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$10,806	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$832,580	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$809,406	DistributableAsAdjustedAmt
Undistributed Income PY	$516,550	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$843,386	QualifyingDistributionsAmt
Applied To Year1	$516,550	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$326,836	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	$482,570	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 (39 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd
ACLU FOUNDATION
125 BROAD STREET 18TH FLOOR	NEW YORK	NY	10004	PC	UNRESTRICTED SUPPORT	$10,000
AMERICAN JEWISH COMMITTEE
JACOB BLAUSTEIN BUILDING 165 EAST	NEW YORK	NY	10022	PC	ACCESS/LFT WORK IN PHILADELPHIA	$42,500	56TH STREET
CARNEGIE LIBRARY OF PITTSBURGH
4400 FORBES AVENUE	PITTSBURGH	PA	15213	PC	EARLY CHILDHOOD SERVICES	$5,000
CENTER ON HALSTED
3656 N HALSTED AVENUE	CHICAGO	IL	60613	PC	UNRESTRICTED SUPPORT	$5,000
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI FBO CENTER TO ADVANCE PALLIATIVE
55 WEST 125TH STREET 13TH FLOOR	NEW YORK	NY	10027	PC	CAPC PAYMENT ACCELERATOR (FORMERLY VALUE-BASED CONTRACTING INCUBATOR)	$149,870
CHARLES RIVER WATERSHED ASSOCIATION
190 PARK ROAD	WESTON	MA	02493	PC	WATER INFRASTRUCTURE FOR A SUSTAINABLE FUTURE	$50,000
CHILDREN'S INN AT NIH
7 WEST DRIVE	BETHESDA	MD	20814	PC	UNRESTRICTED SUPPORT	$7,500
CHILDREN'S LITERACY INITIATIVE
2314 MARKET ST	PHILADELPHIA	PA	19103	PC	SCALING CLI'S PRE-K EFFORTS IN FY18	$50,000
COMMON CAUSE EDUCATION FUND
805 15TH STREET NW 8TH FLOOR	WASHINGTON DC	DC	20005	PC	REDISTRICTING/ANTI-GERRYMANDERING EFFORT	$20,000
COMMUNITY FUNDS INC FBO WELLMET
NEW YORK COMMUNITY TRUST 909 THIRD	NEW YORK	NY	10022	PC	UNRESTRICTED SUPPORT	$5,000	AVENUE 22ND FL
CONGREGATION EMANU-EL CITY OF NY
CITY OF NEW YORK 1 EAST 65TH STREET	NEW YORK	NY	10065	PC	UNRESTRICTED SUPPORT	$5,000
EAST HARLEM TUTORIAL PROGRAM INC
2050 SECOND AVENUE	NEW YORK	NY	10029	PC	UNRESTRICTED SUPPORT	$5,000
ENVIRONMENTAL DEFENCE
				PC	UNRESTRICTED SUPPORT	$5,000		116 SPADINA AVENUE SUITE 300	TORONTO	ONTARIO	CA
EVERDALE FBO BLACK CREEK COMMUNITY FARM
				PC	UNRESTRICTED SUPPORT	$5,000		5812 6TH LINE PO BOX 29	HILLSBURGH	ONTARIO	CA
GREATER BOSTON FOOD BANK
70 SOUTH BAY AVENUE	BOSTON	MA	02118	PC	UNRESTRICTED SUPPORT	$5,000
HARLEM CHILDREN'S ZONE
35 EAST 125TH STREET	NEW YORK	NY	10035	PC	GEMS	$7,500
HOSPICE OF CINCINNATI
4360 COOPER ROAD SUITE 300	CINCINNATI	OH	45242	PC	CONVERSATIONS OF A LIFETIME: A SUCCESSFUL MODEL FOR ADVANCE CARE PLANNING	$50,000
HOUSE OF RUTH
5 THOMAS CIR NW FOURTH FLOOR	WASHINGTON DC	DC	20005	PC	UNRESTRICTED SUPPORT	$2,500
JUMPSTART
308 CONGRESS STREET 6TH FLOOR	BOSTON	MA	02210	PC	UNRESTRICTED, NATIONAL OFFICE	$5,000
LAMBDA LEGAL DEFENSE EDUCATION FUND
120 WALL STREET 19TH FLOOR	NEW YORK	NY	10005	PC	UNRESTRICTED SUPPORT	$5,000
MANHATTAN SCHOOL OF MUSIC
120 CLAREMONT AVENUE	NEW YORK	NY	10027	PC	SELMA WIENER BERKMAN SCHOLARSHIP FUND	$5,000
MT SINAI MEDICAL CENTER INC FBO THE MARTHA STEWARD CENTER
ONE GUSTAVE LLEVY BOX 1049	NEW YORK	NY	10029	PC	MARTHA STEWARD CENTER	$2,500
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREET	NEW YORK	NY	10011	PC	LEVERAGING NASHVILLE FOOD WASTE WORK IN OTHER CITIES	$100,000
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREET	NEW YORK	NY	10011	PC	UNRESTRICTED SUPPORT	$5,000
NEW DRAMATISTS
424 WEST 44TH STREET	NEW YORK	NY	10036	PC	UNRESTRICTED SUPPORT	$5,000
PARENT-CHILD HOME PROGRAM
163B MINEOLA BOULEVARD SUITE 101	MINEOLA	NY	11501	PC	PARENT-CHILD HOME PROGRAM PENNSYLVANIA EXPANSION	$60,000
PHYSICIANS FOR REPRODUCTIVE HEALTH
1430 BROADWAY SUITE 1614	NEW YORK	NY	10018	PC	UNRESTRICTED SUPPORT	$10,000
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
123 WILLIAM STREET	NEW YORK	NY	10038	PC	UNRESTRICTED SUPPORT	$35,000
PLANNED PARENTHOOD OF WESTERN PA
933 LIBERTY AVENUE	PITTSBURGH	PA	15222	PC	GENERAL OPERATING	$5,000
RIVERLIFE
707 GRANT STREET 35TH FLOOR	PITTSBURGH	PA	15219	PC	DESIGN OF ENVIRONMENTAL RESTORATION ON NORTH SHORE NEAR THE SCIENCE CENTER	$5,000
SHELTER PARTNERSHIP INC
520 SOUTH GRAND AVENUE SUITE 695	LOS ANGELES	CA	90071	PC	UNRESTRICTED SUPPORT	$5,000
SHORESH
				PC	UNRESTRICTED SUPPORT	$2,500		132 CEDRIC AVENUE	YORK	ONTARIO	CA
SWIM DRINK FISH CANADA
				PC	UNRESTRICTED SUPPORT	$5,000		379 ADELAIDE STREET WEST	TORONTO	ONTARIO	CA
THE FOOD PROJECT
10 LEWIS STREET	LINCOLN	MA	01773	PC	UNRESTRICTED SUPPORT	$5,000
THE PITTSBURGH OPERA INC
2425 LIBERTY AVENUE	PITTSBURGH	PA	15222	PC	OPERA CONNECTIONS	$5,000
THE PITTSBURGH PROMISE
1901 CENTRE AVENUE SUITE 204	PITTSBURGH	PA	15219	PC	SCHOLARSHIPS	$5,000
THE PITTSBURGH SYMPHONY SOCIETY
HEINZ HALL FOR THE PERFORMING ARTS	PITTSBURGH	PA	15222	PC	EDUCATION AND COMMUNITY ENGAGEMENT	$7,500	600 PENN AVENUE
US WATER ALLIANCE
1010 VERMONT AVENUE NW SUITE 1100	WASHINGTON DC	DC	20005	PC	AN EQUITABLE WATER FUTURE: WATER INFRASTRUCTURE AND EQUITY WORKING GROUP	$50,000
ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS & FAMILIES
1255 23RD STREET NW SUITE 350	WASHINGTON DC	DC	20037	PC	UNRESTRICTED SUPPORT	$2,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$759,870	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	$285,361	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$864,439	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,149,800	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,149,800	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	$6,264	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$6,264	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	$1,294,689	EOYBookValueAmt
EOYFMV	$1,294,689	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	$212,142	$212,142
MUTUAL FUNDS	FMV	$14,180,115	$14,180,115
HEDGE FUND	FMV	$321,778	$321,778

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MEMBERSHIP DUES	$1,750	$0	$1,750
INSURANCE EXPENSE	$1,625	$0	$1,625
POSTAGE	$375	$0	$375
CHANGE IN COST BASIS	$2,595	$2,595	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN	Desc
Amt	$1,104,155	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GRANT ADMINISTRATION	$65,355	$0	$65,355
INVESTMENT MANAGEMENT	$66,034	$66,034	$0
OTHER	$557	$557	$0