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Also known as: BERKMAN FAMILY CHARITABLE TRUST
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Marshall L & Deborah L Berkman Fam Charitable Trust is a private trust based in CLEVELAND, OH. The foundation received its IRS ruling in 1996. The principal officer is J Talbot Young. It holds total assets of $3.1M. Annual income is reported at $915K. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Funding is distributed across 5 states, including Virginia, Massachusetts, New York. According to available records, Marshall L & Deborah L Berkman Fam Charitable Trust has made 59 grants totaling $808K, with a median grant of $10K. The foundation has distributed between $240K and $285K annually from 2020 to 2022. Individual grants have ranged from $500 to $75K, with an average award of $14K. The foundation has supported 25 unique organizations. The foundation primarily supports organizations in Massachusetts, Rhode Island, Virginia, which account for 61% of all grants. Grantmaking reaches organizations across 8 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$500
Median Grant
$10K
Average Grant
$14K
Largest Grant
$50K
Based on 17 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Marshall L & Deborah L Berkman Fam Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 59 grants. Its grantmaking reaches organizations primarily in MA, RI, VA.
Marshall L & Deborah L Berkman Fam Charitable Trust has distributed a total of $808K across 59 grants. The median grant size is $10K, with an average of $14K. Individual grants have ranged from $500 to $75K.
Marshall L & Deborah L Berkman Fam Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Marshall L & Deborah L Berkman Fam Charitable Trust is headquartered in CLEVELAND, OH. While based in OH, the foundation distributes grants to organizations across 8 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Laura B Coleman | TRUSTEE | $0 | $0 | N/A |
| Ellen F Berkman | TRUSTEE | $0 | $0 | N/A |
| Martha B Winfield | TRUSTEE | $0 | $0 | N/A |
Total Giving
$315K
Total Assets
$3.1M
Fair Market Value
$6.3M
Net Worth
$3.1M
Grants Paid
$285K
Contributions
$58K
Net Investment Income
$223K
Distribution Amount
$290K
Total: $2.7M
Total Grants
59
Total Giving
$808K
Average Grant
$14K
Median Grant
$10K
Unique Recipients
25
Most Common Grant
$10K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Columbia UniversityANNUAL FUND | New York, NY | $10K | 2022 |
| Vanguard Charitable - StatementCOLEMAN CHARITABLE FOUNDATION | Warwick, RI | $75K | 2022 |
| Harvard UniversityBRYANT FAMILY FINANCIAL AID FUND | Cambridge, MA | $50K | 2022 |
| Georgetown UniversityMISSION AND MINISTRY SCHOLARSHIP | Washington, DC | $25K | 2022 |
| Caf AmericaHAPPY BABY COMMUNITY | Alexandria, VA | $21K | 2022 |
| Farmer'S FootprintUNRESTRICTED | Beaverton, OR | $12K | 2022 |
| Chapel & York FoundationROYAL COLLEGE OF MUSIC | New York, NY | $12K | 2022 |
| The Roxbury Latin SchoolANNUAL FUND | West Roxbury, MA | $10K | 2022 |
| American Friends Of Wigmore HallUNRESTRICTED | New York, NY | $10K | 2022 |
| Bringham And Women'S HospitalJOEL E. GOLDERG, MD RESEARCH RUND | Boston, MA | $10K | 2022 |
| Santa Fe OperaANNUAL FUND | Santa Fe, NM | $5K | 2022 |
| Santa Fe Chamber Music FestivalUNRESTRICTED | Santa Fe, NM | $3K | 2022 |
| Middlesex SchoolMADELEINE COLEMAN SCHOLARSHIP FUND | Concord, MA | $2K | 2022 |
| Winsor SchoolUNRESTRICTED | Boston, MA | $1K | 2022 |
| Metropolitan Family ServicesUNRESTRICTED | Chicago, IL | $500 | 2022 |
| Boston Area Rape Crisis CenterUNRESTRICTED | Waltham, MA | $500 | 2022 |
| Boston CaresUNRESTRICTED | Boston, MA | $500 | 2022 |
| Nobles And Greenough SchoolFIRST CLASS FUND FOR FACULTY | Dedham, MA | $50K | 2021 |
| Bpsi-Aok Visiting ScholarVISITING SCHOLAR | Newton Centre, MA | $15K | 2021 |
| Vanguard Charitable Fund -StatementWINFIELD CHARITABLE FUND | Warwick, RI | $5K | 2021 |
| Tesuque Elementary PtaFOOD DRIVE | Santa Fe, NM | $3K | 2021 |
| Noble And Greenough SchoolFIRST CLASS FUND FOR FACULTY CLASS | Dedham, MA | $50K | 2020 |
CLEVELAND, OH
CINCINNATI, OH
DUBLIN, OH