BERLIN FAMILY FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: BERLIN FAMILY FOUNDATION INC (EIN 65-0230453)
Tax period: 2010-11-01 to 2011-10-31
Filed: 2011-12-23
IRS object ID: 201103579349100000
Schema version: 2010v3.4
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
Schedule B
Accounting Fees Schedule
Investments Other Schedule2
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-12-23T07:39:18-06:00	Timestamp
Tax Period End Date	2011-10-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BOBER MARKEY FEDOROVICH & COMPANY	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	3421 RIDGEWOOD ROAD SUITE 300	AddressLine1
City	AKRON	City
State	OH	State
ZIP Code	44333	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2010-11-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	650230453	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	BERLIN FAMILY FOUNDATION INC CO JUDI ROMAN	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	BERL	NameControl
Phone	3308672490	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1795 BROOKWOOD DR	AddressLine1
City	AKRON	City
State	OH	State
ZIP Code	44313	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MADELINE BERLIN	Name
Title	PRESIDENT	Title
Phone	3308672490	Phone
Date Signed	2011-11-22	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	RICHARD C FEDOROVICH	Name
Phone	3307629785	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	8143168	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	1074543	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	104105	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	104105	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	149178	DividendsRevAndExpnss
Dividends Net Invst Incm	149178	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	57197	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	3727062	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	57197	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	2534	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	2534	OtherIncomeNetInvstIncm
Total Revenue And Expenses	1387557	TotalRevenueAndExpenses
Total Net Investment Income	313014	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	65000	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	6500	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	1500	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	150	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	0	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	37107	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	37107	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	6318	TaxesRevAndExpnss
Taxes Net Invst Incm	0	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	472	TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm	0	TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps	0	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	6347	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	0	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	116744	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	43757	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	540701	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	540701	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	657445	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	43757	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	540701	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	730112	ExcessOfRevenueOverExpenses
Net Investment Income	269257	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	1273529	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	689697	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	689697	SavingsAndTempCashInvstEOYFMV
Investments Other BOY	6374351	InvestmentsOtherBOY
Investments Other EOY	7449803	InvestmentsOtherEOY
Investments Other EOYFMV	7449803	InvestmentsOtherEOYFMV
Other Assets BOY	6544	OtherAssetsBOY
Other Assets EOY	3668	OtherAssetsEOY
Other Assets EOYFMV	3668	OtherAssetsEOYFMV
Total Assets BOY	7654424	TotalAssetsBOY
Total Assets EOY	8143168	TotalAssetsEOY
Total Assets EOYFMV	8143168	TotalAssetsEOYFMV
Accounts Payable BOY	415	AccountsPayableBOY
Accounts Payable EOY	172	AccountsPayableEOY
Total Liabilities BOY	415	TotalLiabilitiesBOY
Total Liabilities EOY	172	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	7654009	UnrestrictedBOY
Unrestricted EOY	8142996	UnrestrictedEOY
Total Net Assets BOY	7654009	TotalNetAssetsBOY
Total Net Assets EOY	8142996	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	7654424	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	8143168	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	7654009	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	730112	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	8384121	Subtotal
Other Decreases	241125	OtherDecreases
Total Net Assets Fund Balances EOY	8142996	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (42 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
COCA COLA	P	2009-08-26	2011-01-05	307055	242472	64583	64583
FNMA	P	2010-08-11	2011-01-20	200000	202770	-2770	-2770
JOHNSON & JOHNSON	P	2009-08-26	2011-01-05	44169	42993	1176	1176
M & T BANK CONTINGENT NOTES	P	2010-10-07	2011-01-18	73003	65236	7767	7767
BRIDGEPOINT EDUCATION	P	2010-12-15	2011-02-02	55511	49661	5850	5850
KRAFT FOODS	P	2009-09-18	2011-02-15	91052	78405	12647	12647
VANGUARD SMALL CAP ETF	P	2010-07-22	2011-02-15	46361	35525	10836	10836
WALMART	P	2011-01-25	2011-02-15	81844	85632	-3788	-3788
CISCO	P	2011-01-05	2011-03-16	77003	93060	-16057	-16057
CONS DISCRET SEL SECT SPDR FD	P	2010-07-22	2011-03-11	37644	30157	7487	7487
PROCTOR & GAMBLE	P	2009-08-26	2011-03-11	61383	53550	7833	7833
BERKSHIRE HATHAWAY	P	2006-07-26	2011-05-06	122132	90622	31510	31510
ISHARES IBOXX $ H/Y CORP BND	P	2010-07-22	2011-05-12	27698	26431	1267	1267
WISDOMTREE TRUST INDIA	P	2011-02-15	2011-05-11	23500	22990	510	510
BERKSHIRE HATHAWAY	P	2006-07-26	2011-06-03	114608	90622	23986	23986
FHLB	P	2010-09-28	2011-06-02	200000	204184	-4184	-4184
FHLB	P	2011-03-02	2011-06-10	200000	199750	250	250
FNMA	P	2010-12-22	2011-06-22	300000	299550	450	450
GOOGLE	P	2011-01-05	2011-06-17	59353	72177	-12824	-12824
BERKSHIRE HATHAWAY	P	2006-07-21	2011-07-21	115574	90622	24952	24952
PFIZER INC	P	2010-07-22	2011-07-22	40663	30101	10562	10562
PFIZER INC	P	2011-01-05	2011-07-22	30091	26921	3170	3170
TORTOISE ENERGY INFRA	P	2010-07-22	2011-07-22	50766	42942	7824	7824
BANK OF AMERICA	P	2010-07-22	2011-08-04	16435	30070	-13635	-13635
BAXTER INTL	P	2010-07-22	2011-08-04	38961	29982	8979	8979
FHLB	P	2011-06-27	2011-08-26	250000	250000	0	0
ILL TOOL WORKS INC	P	2011-01-05	2011-08-17	52960	65285	-12325	-12325
ISHARES IBOXX $ H/Y CORP BND	P	2010-07-22	2011-08-04	48493	48632	-139	-139
ISHARES MSCI CANADA INDEX FD	P	2010-07-22	2011-08-04	24986	22435	2551	2551
NORTHSTAR REALTY FIN CORP	P	2011-05-12	2011-08-30	50747	61001	-10254	-10254
RENAISSANCE RE HOLDINGS	P	2011-07-21	2011-08-01	47907	49180	-1273	-1273
VANGUARD EUROPEAN ETF	P	2010-07-22	2011-08-04	30960	29996	964	964
VANGUARD HIGH DIV YIELD ETF	P	2010-07-22	2011-08-04	67424	60135	7289	7289
FHLMC STEP	P	2010-08-24	2011-09-16	250000	249688	312	312
FNMA	P	2010-12-21	2011-10-31	200000	199600	400	400
METLIFE INC	P	2010-07-22	2011-10-31	66853	96497	-29644	-29644
ROCK TENN CO	P	2011-05-24	2011-10-31	112799	159249	-46450	-46450
AERCAP HOLDINGS N.V.	P	2010-11-03	2011-10-05	28127	38227	-10100	-10100
CIT GROUP INC NEW	P	2010-07-22	2011-10-05	35580	45136	-9556	-9556
CIT GROUP INC NEW	P	2011-02-23	2011-10-05	35461	51906	-16445	-16445
COCA COLA	P	2009-08-26	2010-12-10	8394	6473	1921	1921
CAPITAL GAINS DIVIDENDS	P			1565		1565	1565

Field	Value	IRS element (for citing)
Capital Gain Net Income	57197	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	546738	QualifyingDistributionsYear1
Noncharitable Assets Year1	7038580	NoncharitableAssetsYear1
Distribution Ratio Year1	0.077677	DistributionRatioYear1
Qualifying Distributions Year2	604672	QualifyingDistributionsYear2
Noncharitable Assets Year2	5721001	NoncharitableAssetsYear2
Distribution Ratio Year2	0.105693	DistributionRatioYear2
Qualifying Distributions Year3	524100	QualifyingDistributionsYear3
Noncharitable Assets Year3	6944952	NoncharitableAssetsYear3
Distribution Ratio Year3	0.075465	DistributionRatioYear3
Qualifying Distributions Year4	704586	QualifyingDistributionsYear4
Noncharitable Assets Year4	7009531	NoncharitableAssetsYear4
Distribution Ratio Year4	0.100518	DistributionRatioYear4
Qualifying Distributions Year5	644350	QualifyingDistributionsYear5
Noncharitable Assets Year5	5790247	NoncharitableAssetsYear5
Distribution Ratio Year5	0.111282	DistributionRatioYear5
Total Distribution Ratio	0.470635	TotalDistributionRatio
Average Distribution Ratio	0.094127	AverageDistributionRatio
Net Noncharitable Assets	7811008	NetNoncharitableAssets
Adjusted Noncharitable Assets	735227	AdjustedNoncharitableAssets
One Percent Net Investment Income	2693	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	737920	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	540701	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	5385	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	5385	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	5385	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	1000	EstTaxPaymentsAndOverpayment
Total Credits And Payments	1000	TotalCreditsAndPayments
Tax Due	4385	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	FL	StatesFiledWith
States Filed With	OH	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	JUDI ROMAN	BooksInCareOfPersonName
Books In Care Of Phone Number	3308672490	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	1795 BROOKWOOD DRIVE	AddressLine1
City	AKRON	City
State	OH	State
ZIP Code	44313	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
MADELINE BERLIN
1795 BROOKWOOD DRIVE	AKRON	OH	44313	PRESIDENT	5.00	0	0	0
ROBIN BERLIN KANE
1795 BROOKWOOD DRIVE	AKRON	OH	44313	VICE PRESIDENT	40.00	65000	0	0
ROBERT BERLIN
1795 BROOKWOOD DRIVE	AKRON	OH	44313	ASSISTANT SECRETARY	5.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	N/A	Description1
Expenses1	0	Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	N/A	Description1
Amount1	0	Amount1
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	7203133	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	726824	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	7929957	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	7929957	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	118949	CashDeemedCharitable
Net Noncharitable Assets	7811008	NetNoncharitableAssets
Minimum Investment Return	390550	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	390550	MinimumInvestmentReturn
Tax Based On Investment Income	5385	TaxBasedOnInvestmentIncome
Total Tax	5385	TotalTax
Distributable Amount Before Adj	385165	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	385165	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	385165	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	540701	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	540701	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	540701	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	385165	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	362691	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	360406	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	187886	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	319068	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	195636	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	1425687	TotalExcessDistriCarryover
Qualifying Distributions	540701	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	385165	AppliedToCurrentYear
Remaining Distri From Corpus	155536	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	1581223	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	362691	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	1218532	ExcessDistriCyovToNextYear
Excess From Year4	360406	ExcessFromYear4
Excess From Year3	187886	ExcessFromYear3
Excess From Year2	319068	ExcessFromYear2
Excess From Year1	195636	ExcessFromYear1
Excess From Current Year	155536	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	ROBIN BERLIN KANE	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1795 BROOKWOOD DRIVE	AddressLine1
City	AKRON	City
State	OH	State
ZIP Code	44313	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	3308672490	RecipientPhoneNumber
Form And Info And Materials	NARRATIVE	FormAndInfoAndMaterials
Submission Deadlines	NO DEADLINES	SubmissionDeadlines
Restrictions On Awards	NO RESTRICTIONS	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (44 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
AMERICAN CANCER SOCIETY
3624 W MARKET ST	FAIRLAWN	OH	44333	NONE	MEDICAL	CANCER	$1,000
ASPEN COMMUNITY FOUNDATION
110 E HALLAM STREET STE 126	ASPEN	CO	81611	NONE	PUBLIC	EMERGENCY ASSISTANCE FUND	$1,000
BREAST CANCER 3-DAY WALKER CO KATHY GILLER
732 DELAWARE AVENUE	AKRON	OH	44303	NONE	MEDICAL	RESEARCH	$2,000
CREUTZFELDT-JAKOB DISEASE FOUNDATION
PO BOX 5312	AKRON	OH	44333	NONE	MEDICAL	INFORMATION & SUPPORT	$1,000
FISHER ISLAND PHILANTHROPIC FUND
3250 SW THIRD AVE	MIAMI	FL	33129	NONE	PUBLIC	COMMUNITY SERVICE	$70,250
FORTRESS OF HOPE ORPHANAGE
PO BOX 200	HARTVILLE	OH	44632	NONE	PUBLIC	COMMUNITY SERVICE	$250
HELP MALAWI
30799 PINETREE ROAD	PEPPER PIKE	OH	44124	NONE	PUBLIC	COMMUNITY SERVICE	$960
JEWISH WELFARE FUND CAMPAIGN
750 WHITE POND DRIVE	AKRON	OH	44320	NONE	RELIGIOUS	JEWISH COMMUNITY ASSISTANCE	$200,000
KIDS OF NYU FOUNDATION INC
902 BROADWAY SUITE 1603	NEW YORK	NY	10010	NONE	MEDICAL	PEDIATRIC PROGRAMS	$250
MIAMI PROJECT TO CURE PARALYSIS
1095 NW 14TH TERRACE	MIAMI	FL	33136	NONE	MEDICAL	RESEARCH	$1,000
MT SINAI MEDICAL CENTER FOUNDATION
4300 ALTON ROAD	MIAMI BEACH	FL	33140	NONE	MEDICAL	FOUNDER'S CLUB	$5,000
NORTH COAST COMMUNITY HOMES
14221 BROADWAY AVENUE	CLEVELAND	OH	441251953	NONE	PUBLIC	COMMUNITY SERVICE	$6,000
OHIO FOUNDATION OF INDEPENDENT COLLEGES
250 E BROAD ST STE 1700	COLUMBUS	OH	432153722	NONE	EDUCATION	PROGRAMS AND SCHOLARSHIPS	$500
REVERE ROAD SYNOGOGUE
646 N REVERE RD	AKRON	OH	44333	NONE	RELIGIOUS	MEMORIAL	$3,600
SHAW JEWISH COMMUNITY CENTER
750 WHITE POND DRIVE	AKRON	OH	44320	NONE	PUBLIC	COMMUNITY SERVICE	$5,528
STEWART'S CARING PLACE
2955 W MARKET ST STE R	AKRON	OH	44333	NONE	PUBLIC	SUMMER DAY CAMP	$5,000
SUMMA FOUNDATION FOR ONCOLOGY RESEARCH
PO BOX 2090	AKRON	OH	44309	NONE	MEDICAL	RESEARCH	$5,000
TEMPLE ISRAEL
133 MERRIMAN RD	AKRON	OH	44303	NONE	RELIGIOUS	BENEFACTOR'S CIRCLE	$5,000
THE GATHERING PLACE
23300 COMMERCE PARK	BEACHWOOD	OH	44122	NONE	PUBLIC	MEDICAL TRANSPORTATION	$74,200
THE HEART ASSOCIATION
2767 W MARKET ST	FAIRLAWN	OH	44333	NONE	MEDICAL	RESEARCH	$600
THEATRE ASPEN
110 E HALLAM ST STE 103	ASPEN	CO	81611	NONE	EDUCATION	ARTS	$500
TIMOTHY MORRIS REHABILITATION FUND
2 KARAS CROSSING	HUDSON	NH	03051	NONE	MEDICAL	REHABILITATION	$1,000
UNITED WAY OF SUMMIT COUNTY
90 N PROSPECT ST	AKRON	OH	443091260	NONE	PUBLIC	COMMUNITY SERVICE	$80,000
MACCABI USASPORTS FOR ISREAL
1926 ARCH STREET 4R	PHILADELPHIA	PA	19103	NONE	RELIGIOUS	JEWISH COMMUNITY ASSISTANCE	$500
UNIVERSITY SCHOOL
2785 SOM CENTER ROAD	HUNTING VALLEY	OH	440229972	NONE	EDUCATION	ANNUAL FUND	$200
GREENLEAF FAMILY CENTER
212 E EXCHANGE ST	AKRON	OH	44304	NONE	PUBLIC	ANNUAL CAMPAIGN	$100
PROJECT HOPE
550 DUDLEY STREET	ROXBURY	MA	02119	NONE	PUBLIC	MARATHON TEAM	$1,000
MUSCATINE HUMANE SOCIETY
920 HOUSER STREET	MUSCATINE	IA	52761	NONE	PUBLIC	ANIMAL SHELTER	$100
LAUREL SCHOOL
BEAM DEVELOPMENT OFFICE - ONE LYMAN	SHAKER HEIGHTS	OH	441229548	NONE	EDUCATION	ANNUAL FUND	$5,953	CIRCLE
JEWISH FAMILY SERVICES
750 WHITE POND DRIVE	AKRON	OH	44320	NONE	RELIGIOUS	JEWISH COMMUNITY ASSISTANCE	$500
CITY OF AKRON HOLOCAUST MEMORIAL TRUST
166 S HIGH STREET RM 200	AKRON	OH	44308	NONE	RELIGIOUS	EDUCATION	$500
WALTER DORL YOUTH BASEBALL BENEFIT FUND - CO DONNA DUNN
FIFTH THIRD BANK - 3101 W 95TH	EVERGREEN PARK	IL	60805	NONE	PUBLIC	COMMUNITY	$100	STREET
JOHN J FEDOROVICH FAMILY SCHOLARSHIP FUND - ARCHBISHOP HOBAN HIGH SCHOOL
1 HOLY CROSS WAY	AKRON	OH	44306	NONE	EDUCATION	SCHOLARSHIP FUND	$250
THE LIPPMAN SCHOOL
750 WHITE POND DRIVE	AKRON	OH	44304	NONE	RELIGIOUS	EDUCATION	$1,800
HIRAM HOUSE
33775 HIRAM TRAIL	CHAGRIN FALLS	OH	44022	NONE	PUBLIC	CAMPERSHIP PROGRAM	$560
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREET	BOSTON	MA	02114	NONE	MEDICAL	CARDIAC RESYNCHRONIZATION THERAPY FUND	$5,000
THE AMERICAN COMMITTEE WEIZMANN INSTITUE
WEIZMANN INSTITUTE OF SCIENCE - 130	NEW YORK	NY	10022	NONE	MEDICAL	CANCER RESEARCH	$50,000	EAST 59TH ST
THE CHILDREN'S GUILD - CO THERESA CRYSTAL
8290 PINE CREEK COURT	CHAGRIN FALLS	OH	44023	NONE	PUBLIC	EDUCATION	$500
MICHAEL J FOX FOUNDATION
PO BOX 780	NEW YORK	NY	10008	NONE	MEDICAL	PARKINSON'S RESEARCH	$100
THE AGNON SCHOOL
26500 SHAKER BLVD	BEACHWOOD	OH	44122	NONE	PUBLIC	EDUCATION	$100
DANA-FARBER CANCER INSTITUE MARATHON RUNNING PROGRAMS
PO BOX 849172	BOSTON	MA	022849172	NONE	MEDICAL	RESEARCH	$1,000
LIVING BEYOND BREAST CANCER
354 W LANCASTER AVE STE 224	HAVERFORD	PA	19041	NONE	MEDICAL	RESEARCH & EDUCATION	$1,800
AVON WALK FOR BREAST CANCER
PO BOX 742509	CINCINNATI	OH	45274	NONE	MEDICAL	RESEARCH	$500
AMIKIDS MIAMI-DADE INC - CO DAVID GITIN
1820 ARTHUR LAMB JR ROAD	MIAMI	FL	33149	NONE	PUBLIC	EDUCATION	$500

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	540701	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$104,105	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$149,178	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$2,534	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$57,197	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$313,014	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	313014	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	JAMES BERLIN CHARITABLE LEAD ANNUIT	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	1795 BROOKWOOD DRIVE	AddressLine1
City	AKRON	City
State	OH	State
ZIP Code	44313	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	1074543	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$1,500	Amount
Net Investment Income	150	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	MORGAN STANLEY INVESTMENTS	CategoryOrItem
Listed At Cost Or FMV	FMV	ListedAtCostOrFMV
Book Value	7449803	BookValue
EOYFMV	7449803	EOYFMV

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	PREPAID BOND INTEREST	Description
BOY Book Value	6544	BOYBookValue
EOY Book Value	3668	EOYBookValue
EOYFMV	3668	EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	UNREALIZED LOSS	Description
Amount	$241,125	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
DUES	300	0	0
INSURANCE	5638	0	0
WORKERS COMPENSATION	315	0	0
POSTAGE & DELIVERY	54	0	0
MISCELLANEOUS	40	0	0

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	INVESTMENT EFUNDS	Description
Revenue And Expenses Per Books	2534	RevenueAndExpensesPerBooks
Net Investment Income	2534	NetInvestmentIncome
Adjusted Net Income	2534	AdjustedNetIncome

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	Category
Amount	$37,107	Amount
Net Investment Income	37107	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
STATE TAXES	$261	0	0
PAYROLL TAXES	$4,730	0	0
FEDERAL TAXES	$1,327	0	0

BERLIN FAMILY FOUNDATION INC: Form 990PF, tax year 2010

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (42 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (44 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Other Investment Income Part VII OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

Comments