Nonprofit · EIN 34-1845200
MARSHALL L & DEBORAH L BERKMAN FAM CHARITABLE TR
Also known as BERKMAN DEBORAH L TTEE
Tax-exempt · CLEVELAND, OH 44114
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $861,376 | $379,527 | $481,849 | $3,600,245 | $0 | $3,600,245 |
| December 31, 2024 | 990-PF | $322,424 | $324,767 | -$2,343 | $3,117,613 | $0 | $3,117,613 |
| December 31, 2023 | 990-PF | $311,154 | $314,548 | -$3,394 | $3,120,804 | $0 | $3,120,804 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $708
- Dividends
- $87,438
- Interest
- $16,516
- Net gain from sales of assets
- $754,616
- Other income
- $2,098
Expenses
- Grants and similar amounts paid
- $336,500
- Disbursements for charitable purposes
- $354,086
- Excise tax on investment income
- $11,680
Balance sheet and other
- Total assets, start of year
- $3,117,613
- Total assets, end of year
- $3,600,245
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,600,245
- Fair market value of assets
- $8,471,023
- Qualifying distributions
- $354,086
- Net investment income
- $860,668
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA B COLEMAN 191 COMMONWEALTH AVENUE 2, BOSTON, MA 02116 | TRUSTEE | 0 | $0 |
| ELLEN F BERKMAN 265 GODDARD AVE, BROOKLINE, MA 02445 | TRUSTEE | 0 | $0 |
| MARTHA B WINFIELD 13 RANDOLPH CRESCENT, LONDON, W9 1DP, UK | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA B COLEMAN 191 COMMONWEALTH AVENUE 2, BOSTON, MA 02116 | TRUSTEE | 0.5 | $0 |
| ELLEN F BERKMAN 265 GODDARD AVE, BROOKLINE, MA 02445 | TRUSTEE | 0.5 | $0 |
| MARTHA B WINFIELD 13 RANDOLPH CRESCENT, LONDON, W9 1DP, UK | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA B COLEMAN 191 COMMONWEALTH AVENUE 2, BOSTON, MA 02116 | TRUSTEE | 0.5 | $0 |
| ELLEN F BERKMAN 265 GODDARD AVE, BROOKLINE, MA 02445 | TRUSTEE | 0.5 | $0 |
| MARTHA B WINFIELD 13 RANDOLPH CRESCENT, LONDON, W9 1DP, UK | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- C/O J TALBOT YOUNG 1375 E 9TH ST, CLEVELAND, OH 44114-0000
- In care of
- % J TALBOT YOUNG
- Signed the 990-PF
- LAURA B COLEMAN, TRUSTEE
- Phone
- (216) 535-1066
- Return prepared by
- SCHNEIDER SMELTZ SPIETH BELL LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 34-1845200
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $3,600,245
- Income (IRS master file)
- $1,372,779
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $861,376 | $379,527 | $3,600,245 | XML |
| 990-PF | December 2024 | $322,424 | $324,767 | $3,117,613 | IRS |
| 990-PF | December 2023 | $311,154 | $314,548 | $3,120,804 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-1845200).
Questions about MARSHALL L & DEBORAH L BERKMAN FAM CHARITABLE TR
- What is the EIN of MARSHALL L & DEBORAH L BERKMAN FAM CHARITABLE TR?
- The employer identification number (EIN) of MARSHALL L & DEBORAH L BERKMAN FAM CHARITABLE TR is 34-1845200.
- Is MARSHALL L & DEBORAH L BERKMAN FAM CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to MARSHALL L & DEBORAH L BERKMAN FAM CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARSHALL L & DEBORAH L BERKMAN FAM CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARSHALL L & DEBORAH L BERKMAN FAM CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARSHALL L & DEBORAH L BERKMAN FAM CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MARSHALL L & DEBORAH L BERKMAN FAM CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MARSHALL L & DEBORAH L BERKMAN FAM CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $861,376, expenses of $379,527 and total assets of $3,600,245 at year end.
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