2018-03-14T12:35:57-05:00 2017-10-31 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990PF 2016-11-01 256144060 THE ALLEN H AND SELMA W BERKMAN CHARITABLE TRUST C/O GMA FOUNDATIONS BERK 6174267080 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 HELEN B HABBERT TRUSTEE 6175222766 2018-03-13 1 JOEL ARONSON CPA P01375551 5083669100 2018-03-13 64.238.141.162 2018-03-13 07:28:07 ED P BC5926B0E490F04D1ABA71567B078B8614800D21 A41C22E49F3662F41C161EC2A09466C92AFD8034 2016 2021-01-29 14:40:06Z X X 17119907 X X 285361 285361 864439 3810219 864439 1149800 1149800 0 0 0 6264 0 6264 131946 66591 65355 8147 0 8147 6345 2595 3750 152702 69186 83516 759870 759870 912572 69186 843386 237228 1080614 15934 222548 222548 1415834 888635 888635 1184097 1294689 1294689 13162659 14714035 14714035 15778524 17119907 17119907 0 0 X 0 0 0 0 15778524 17119907 15778524 17119907 15778524 17119907 15778524 237228 1104155 17119907 0 17119907 PUBLICLY TRADED SECURITIES P 3316701 2521473 795228 795228 ALTERNATIVE INVESTMENTS P 493518 424307 69211 69211 864439 0 915580 16086330 0.056917 845349 17066341 0.049533 757880 17941118 0.042243 819373 16754425 0.048905 748786 15899900 0.047094 0.244692 0.048938 16404247 802791 10806 813597 843386 X 10806 0 10806 0 10806 7558 7558 3248 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 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 NONE 0 GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 TRUST ADMINISTRATION 66770 MILLER INVESTMENT MANAGEMENT ONE PERSHING PLAZA JERSEY CITY NJ 07399 INVESTMENT MANAGEMENT FEES 56418 0 0 14648165 1473177 532716 16654058 0 0 16654058 249811 16404247 820212 820212 10806 10806 809406 0 809406 0 809406 843386 0 843386 10806 832580 809406 516550 0 0 843386 516550 0 0 326836 0 0 0 0 0 0 0 0 482570 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 ACLU FOUNDATION 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 PC UNRESTRICTED SUPPORT 10000 AMERICAN JEWISH COMMITTEE JACOB BLAUSTEIN BUILDING 165 EAST 56TH STREET NEW YORK NY 10022 PC ACCESS/LFT WORK IN PHILADELPHIA 42500 CARNEGIE LIBRARY OF PITTSBURGH 4400 FORBES AVENUE PITTSBURGH PA 15213 PC EARLY CHILDHOOD SERVICES 5000 CENTER ON HALSTED 3656 N HALSTED AVENUE CHICAGO IL 60613 PC UNRESTRICTED SUPPORT 5000 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) 149870 CHARLES RIVER WATERSHED ASSOCIATION 190 PARK ROAD WESTON MA 02493 PC WATER INFRASTRUCTURE FOR A SUSTAINABLE FUTURE 50000 CHILDREN'S INN AT NIH 7 WEST DRIVE BETHESDA MD 20814 PC UNRESTRICTED SUPPORT 7500 CHILDREN'S LITERACY INITIATIVE 2314 MARKET ST PHILADELPHIA PA 19103 PC SCALING CLI'S PRE-K EFFORTS IN FY18 50000 COMMON CAUSE EDUCATION FUND 805 15TH STREET NW 8TH FLOOR WASHINGTON DC DC 20005 PC REDISTRICTING/ANTI-GERRYMANDERING EFFORT 20000 COMMUNITY FUNDS INC FBO WELLMET NEW YORK COMMUNITY TRUST 909 THIRD AVENUE 22ND FL NEW YORK NY 10022 PC UNRESTRICTED SUPPORT 5000 CONGREGATION EMANU-EL CITY OF NY CITY OF NEW YORK 1 EAST 65TH STREET NEW YORK NY 10065 PC UNRESTRICTED SUPPORT 5000 EAST HARLEM TUTORIAL PROGRAM INC 2050 SECOND AVENUE NEW YORK NY 10029 PC UNRESTRICTED SUPPORT 5000 ENVIRONMENTAL DEFENCE 116 SPADINA AVENUE SUITE 300 TORONTO ONTARIO CA PC UNRESTRICTED SUPPORT 5000 EVERDALE FBO BLACK CREEK COMMUNITY FARM 5812 6TH LINE PO BOX 29 HILLSBURGH ONTARIO CA PC UNRESTRICTED SUPPORT 5000 GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON MA 02118 PC UNRESTRICTED SUPPORT 5000 HARLEM CHILDREN'S ZONE 35 EAST 125TH STREET NEW YORK NY 10035 PC GEMS 7500 HOSPICE OF CINCINNATI 4360 COOPER ROAD SUITE 300 CINCINNATI OH 45242 PC CONVERSATIONS OF A LIFETIME: A SUCCESSFUL MODEL FOR ADVANCE CARE PLANNING 50000 HOUSE OF RUTH 5 THOMAS CIR NW FOURTH FLOOR WASHINGTON DC DC 20005 PC UNRESTRICTED SUPPORT 2500 JUMPSTART 308 CONGRESS STREET 6TH FLOOR BOSTON MA 02210 PC UNRESTRICTED, NATIONAL OFFICE 5000 LAMBDA LEGAL DEFENSE EDUCATION FUND 120 WALL STREET 19TH FLOOR NEW YORK NY 10005 PC UNRESTRICTED SUPPORT 5000 MANHATTAN SCHOOL OF MUSIC 120 CLAREMONT AVENUE NEW YORK NY 10027 PC SELMA WIENER BERKMAN SCHOLARSHIP FUND 5000 MT SINAI MEDICAL CENTER INC FBO THE MARTHA STEWARD CENTER ONE GUSTAVE LLEVY BOX 1049 NEW YORK NY 10029 PC MARTHA STEWARD CENTER 2500 NATURAL RESOURCES DEFENSE COUNCIL 40 WEST 20TH STREET NEW YORK NY 10011 PC LEVERAGING NASHVILLE FOOD WASTE WORK IN OTHER CITIES 100000 NATURAL RESOURCES DEFENSE COUNCIL 40 WEST 20TH STREET NEW YORK NY 10011 PC UNRESTRICTED SUPPORT 5000 NEW DRAMATISTS 424 WEST 44TH STREET NEW YORK NY 10036 PC UNRESTRICTED SUPPORT 5000 PARENT-CHILD HOME PROGRAM 163B MINEOLA BOULEVARD SUITE 101 MINEOLA NY 11501 PC PARENT-CHILD HOME PROGRAM PENNSYLVANIA EXPANSION 60000 PHYSICIANS FOR REPRODUCTIVE HEALTH 1430 BROADWAY SUITE 1614 NEW YORK NY 10018 PC UNRESTRICTED SUPPORT 10000 PLANNED PARENTHOOD FEDERATION OF AMERICA INC 123 WILLIAM STREET NEW YORK NY 10038 PC UNRESTRICTED SUPPORT 35000 PLANNED PARENTHOOD OF WESTERN PA 933 LIBERTY AVENUE PITTSBURGH PA 15222 PC GENERAL OPERATING 5000 RIVERLIFE 707 GRANT STREET 35TH FLOOR PITTSBURGH PA 15219 PC DESIGN OF ENVIRONMENTAL RESTORATION ON NORTH SHORE NEAR THE SCIENCE CENTER 5000 SHELTER PARTNERSHIP INC 520 SOUTH GRAND AVENUE SUITE 695 LOS ANGELES CA 90071 PC UNRESTRICTED SUPPORT 5000 SHORESH 132 CEDRIC AVENUE YORK ONTARIO CA PC UNRESTRICTED SUPPORT 2500 SWIM DRINK FISH CANADA 379 ADELAIDE STREET WEST TORONTO ONTARIO CA PC UNRESTRICTED SUPPORT 5000 THE FOOD PROJECT 10 LEWIS STREET LINCOLN MA 01773 PC UNRESTRICTED SUPPORT 5000 THE PITTSBURGH OPERA INC 2425 LIBERTY AVENUE PITTSBURGH PA 15222 PC OPERA CONNECTIONS 5000 THE PITTSBURGH PROMISE 1901 CENTRE AVENUE SUITE 204 PITTSBURGH PA 15219 PC SCHOLARSHIPS 5000 THE PITTSBURGH SYMPHONY SOCIETY HEINZ HALL FOR THE PERFORMING ARTS 600 PENN AVENUE PITTSBURGH PA 15222 PC EDUCATION AND COMMUNITY ENGAGEMENT 7500 US WATER ALLIANCE 1010 VERMONT AVENUE NW SUITE 1100 WASHINGTON DC DC 20005 PC AN EQUITABLE WATER FUTURE: WATER INFRASTRUCTURE AND EQUITY WORKING GROUP 50000 ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS & FAMILIES 1255 23RD STREET NW SUITE 350 WASHINGTON DC DC 20037 PC UNRESTRICTED SUPPORT 2500 759870 0 14 285361 18 864439 0 1149800 0 1149800 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6264 0 6264 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 1294689 1294689 INVESTMENTS IN LIMITED PARTNERSHIPS FMV 212142 212142 MUTUAL FUNDS FMV 14180115 14180115 HEDGE FUND FMV 321778 321778 MEMBERSHIP DUES 1750 0 1750 INSURANCE EXPENSE 1625 0 1625 POSTAGE 375 0 375 CHANGE IN COST BASIS 2595 2595 0 UNREALIZED GAIN 1104155 GRANT ADMINISTRATION 65355 0 65355 INVESTMENT MANAGEMENT 66034 66034 0 OTHER 557 557 0