BETA

SIDMAN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SIDMAN FAMILY FOUNDATION (EIN 20-3867727)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-14
IRS object ID
202423199349103477
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T13:05:05-06:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11177 AVENUE OF THE AMERICAS 18THAddressLine1Txt
Address Line2FLOORAddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203867727EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SIDMAN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSIDMBusinessNameControlTxt
Phone6462135100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 NEWBURY ST 5TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOPE SIDMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6462135100PhoneNum
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALISON ANDERSENPreparerPersonNm
PTINP00826218PTIN
Phone6462135100PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,518,360FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$146,239DividendsRevAndExpnssAmt
Dividends Net Invst Incm$146,239DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$381,505NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$235,266TotalRevAndExpnssAmt
Total Net Invst Incm$146,239TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$89TaxesRevAndExpnssAmt
Taxes Net Invst Incm$44TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$44TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$89,095OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$88,945OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$150OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$89,184TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$88,989TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$194TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,010,410ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,010,410ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,099,594TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$88,989TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,010,604TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,334,860ExcessRevenueOverExpensesAmt
Net Investment Income$57,250NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,356,085CashBOYAmt
Cash EOY$997,067CashEOYAmt
Cash EOYFMV$997,067CashEOYFMVAmt
Other Investments BOY$3,747,969OtherInvestmentsBOYAmt
Other Investments EOY$3,590,186OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,521,293OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,104,054TotalAssetsBOYAmt
Total Assets EOY$4,587,253TotalAssetsEOYAmt
Total Assets EOYFMV$7,518,360TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$5,104,054NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,587,253NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,104,054TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,587,253TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,104,054TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,587,253TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,104,054TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,334,860ExcessRevenueOverExpensesAmt
Other Increases$818,059OtherIncreasesAmt
Subtotal$4,587,253SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,587,253TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SHORT TERM GAINS FROM PASS THRUSP-$24-$24
LONG TERM GAINS FROM PASS THRUSP$743$743
LONG TERM CAPITAL GAINS - AVAILABLE UPON REQUESTP$87,204$87,204
SHORT TERM CAPITAL GAINS - AVAILABLE UPON REQUESTP-$469,428-$469,428
FieldValueIRS element (for citing)
Capital Gain Net Income-$381,505CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$796InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$796SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$796TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$13,277EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$13,277TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$12,481OverpaymentAmt
Applied To ES Tax$12,481AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSIDMAN OFFICEIndividualWithBooksNm
Phone6175741163PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18 NEWBURY ST 5TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAULA M SIDMAN
1 SLOANS CURVE DRIVEPALM BEACHFL33480PRES/DIR5.00$0$0$0
HOPE SIDMAN
6 NEWBURY ST 5TH FLOORBOSTONMA02116TREAS/DIR5.00$0$0$0
MATHEW K SIDMAN
297 COMMONWEALTH AVEBOSTONMA02116ASST TREAS/C5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,690,101AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,296,087AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,986,188TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,986,188AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$104,793CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,881,395NetVlNoncharitableAssetsAmt
Minimum Investment Return$344,070MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$344,070MinimumInvestmentReturnAmt
Tax Based On Investment Income$796TaxBasedOnInvestmentIncomeAmt
Total Tax$796TotalTaxAmt
Distributable Before Adj$343,274DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$343,274DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$343,274DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,010,604ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,010,604QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$343,274DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$1,468,912ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,394,688ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,863,600TotalExcessDistributionCyovAmt
Qualifying Distributions$1,010,604QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$343,274AppliedToCurrentYearAmt
Remaining Distri From Corpus$667,330RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,530,930TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,530,930ExcessDistriCyovToNextYrAmt
Excess From Year2$1,468,912ExcessFromYear2Amt
Excess From Year1$1,394,688ExcessFromYear1Amt
Excess From Current Year$667,330ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADL
40 COURT STREET 12TH FLOORBOSTONMA02108NONEPCCASH DONATION$25,000
BEAVER COUNTRY DAY SCHOOL
791 HAMMOND STCHESTNUT HILLMA02467NONEPC2 OF 5 ANNUAL FUND$100,000
BELMONT HILL SCHOOL
350 PROSPECT STBELMONTMA02478NONEPC2 OF 3 ANNUAL FUND$100,000
BELMONT HILL SCHOOL
350 PROSPECT STBELMONTMA02478NONEPC2 OF 5 CAPITAL CAMPAIGN$50,000
BETH ISRAEL SYNOGOGUE
12604 PACIFIC STREETOMAHANE68154NONEPCBOOK OF REMEMBRANCE$200
BETH ISRAEL SYNOGOGUE
12604 PACIFIC STREETOMAHANE68154NONEPCDINNER SPONSORSHIP - HARRY SIDMAN$500
BOSTON COMMUNITY PEDIATRICS
905 SOUTH MAIN STMANSFIELDMA02048NONEPCPYMT 3 OF 3$25,000
BOSTON PRESERVATION ALLIANCE
141 CAMBRIDGE STBOSTONMA02114NONEPC35TH ANNUAL ACHIEVEMENT AWARDS SPONSOR$2,500
BRIGHAM & WOMEN'S HOSPITAL
116 HUNTINGTON AVEBOSTONMA02116NONEPCPYMT 5 F 5$25,500
BROTHERS FOR LIFE
1126 34TH AVESEATTLEWA98122NONEPCCASH DONATION$10,000
CHABAD OF ANN ARBOR
715 HILL STANN ARBORMI48104NONEPCCASH DONATION$2,500
CITYMEALS ON WHEELS
355 LEXINGTON AVENUENEW YORKNY10017NONEPC35TH POWER LUNCH$2,500
COTUIT ATHLETIC ASSOCIATION
PO POXCOTUITMA02635NONEPCCASH DONATION$1,000
COTUIT LIBRARY
PO BOX 648COTUITMA02635NONEPCCASH DONATION$500
CRADLES TO CRAYONS
155 NORTH BEACON STREETBRIGHTONMA02135NONEPCPYMT 4 OF 5$20,000
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVEBOSTONMA02215NONEPCIN MEMORY OF JANE SIMON$100
DUKE UNIVERSITY
2138 CAMPUS DRDURHAMNC27708NONEPCJEWISH LIFE AT DUKE$25,000
ENTERTAINMENT COMMUNITY FUND
729 7TH AVE 10TH FLNEW YORKNY10019NONEPCIN HONOR OF HENRY TISH & SEAN WALSH MARRAIGE$5,000
FRED HUTCHINSON CANCER CENTER
1100 FAIRVIEW AVE NSEATTLEWA98109NONEPCIN MEMORY OF B DREIBLATT$250
FREINDS OF THE IDF
351 MANHATTAN AVEBROOKLYNNY11211NONEPCIN HONOR OF MICHELLE JACOBS$360
FRIENDS OF THE PUBLIC GARDEN
69 BEACON STREETBOSTONMA02108NONEPCCOMM AVE. LIGHTS$25,000
HASSENFELD CHILDREN'S CENTER FOR CANCER
ONE PARK AVENEW YORKNY10016NONEPCCASH DONATION$5,000
HEBREW SENIOR LIFE
1200 CENTRE STREETBOSTONMA02131NONEPCGOLF TOURNAMENT / ANNUAL FUND$10,000
HILL HOUSE
127 MOUNT VERNON STREETBOSTONMA02108NONEPCCASH DONATION$1,000
ISRAEL LACROSSE
1501 BROADWAY FLOOR 21NEW YORKNY10036NONEPCCASH DONATION$10,000
JDRF
3 DIELWILE LANEWESTONMA02493NONEPC2023 MARATHON SUPPORT$2,500
JEWISH RESOURCE CENTER
290 FRANKLIN CTRNORTHWESTERN SOUTHFIELMI48075NONEPCCASH DONATION$2,500
MICHIGAN HILLEL
1429 HILL STANN ARBORMI48104NONEPCCASH DONATION$2,500
MSPCA ANGELL
350 SOUTH HUNTINGTONBOSTONMA02130NONEPCRAISE THE WOOF$5,000
ONE SUMMIT
4 HIGH STREET SUITE 128NORTH ANDOVERMA01845NONEPCWESTON SHOOTERS CLUB FUNDRAISER$5,000
PALM BEACH CC FOUNDATION
760 NORTH OCEAN BLVDPALM BEACHFL33480NONEPCPAULA & HOPE SIDMAN$4,000
PENN FIRST PLUS
1 COLLEGE HALLPHILADELPHIAPA19104NONEPCIN MEMORY OF MARC BECKER$2,500
PLANNED PARENTHOOD LEAGUE OF MA
1055 COMMONWEALTH AVEBOSTONMA02215NONEPCCASH DONATION$10,000
PMCJIMMY FUND
121 HIGH STREET 3RD FLOORBOSTONMA02110NONEPC2022 PMC$1,000
PMCJIMMY FUND
121 HIGH STREET 3RD FLOORBOSTONMA02110NONEPCREPLACEMENT CHECK FOR 2022$1,000
SOCIAL FINANCE
2 ATLANTIC AVE 5TH FLOORBOSTONMA02110NONEPCCASH DONATION$200,000
TEAM IMPACT
500 VICTORY RD 4TH FLOORQUINCYMA02171NONEPCCASH DONATION$25,000
TEAM IMPACT
500 VICTORY RD 4TH FLOORQUINCYMA02171NONEPC23 GAME DAY GALA SPONSORSHIP$10,000
TEMPLE EMANUEL
385 WARD STREETNEWTONMA02459NONEPCMORNING MINYAN$75,000
THE ESPLANADE ASSOCIATION
376 BOYLSTON STREET NO 503BOSTONMA02116NONEPCMKS/LKS GALA 2022$50,000
THE ESPLANADE ASSOCIATION
376 BOYLSTON STREET NO 503BOSTONMA02116NONEPC2023 MOONDANCE GALA SPONSORSHIP$25,000
THE ESPLANADE ASSOCIATION
376 BOYLSTON STREET NO 503BOSTONMA02116NONEPCPYMT 2 OF 5$12,500
TOWN OF PALM BEACH UNITED WAY
44 COCOANUT ROWPALM BEACHFL33480NONEPCCASH DONATION$10,000
UNITED WAY OF MA BAY
PO BOX 51381BOSTONMA02205NONEPCTHANKSGIVING PROJECT 2022$5,000
WIDE HORIZON'S FOR CHILDREN INC
40 S FULLERTON AVEMONTCLAIRNJ07042NONEPCSILVER SPONSORSHIP$10,000
WOMENS FOUNDATION OF BOSTON
126 BROOKLINE AVENUEBOSTONMA02215NONEPCCASH DONATION$5,000
UNIVERSITY OF MICHIGAN
500 S STATE STANN ARBORMI48109NONEPCCASH DONATION$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,010,410TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$146,239ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$381,505RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$146,239ExclusionAmt
Related Or Exempt Function Incm-$381,505RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$235,266TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
7INCOME GENERATED FROM INVESTMENT PARTNERSHIPS HELD BY THE FOUNDATION
8INCOME GENERATED FROM INVESTMENT PARTNERSHIPS HELD BY THE FOUNDATION

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BERKSHIRE FUND IX-A (IND) LPAT COST$720,279$720,279
BERKSHIRE FUND VII LPAT COST$633$633
GALLATIN POINT CAPITAL PARTNERS AIV A LPAT COST$48,474$48,474
GALLATIN POINT CAPITAL PARTNERS LPAT COST$282,533$282,533
JPM EQUITIESAT COST$648,346$1,685,000
MERRILL LYNCH EQUITIESAT COST$252,967$252,967
SCS FINANCIAL EQUITIESAT COST$546,405$533,746
CSI COMPRESSCOAT COST$85,209$85,209
CORVEX OFFSHORE IIAT COST$1,000,000$2,907,112
JPM 9926 FIXED INCOMEAT COST$5,340$5,340

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$9,076$9,076$0
ACCOUNTING FEES$300$150$150
FROM K-1S - PORTFOLIO DEDUCTIONS$29,689$29,689$0
NONDEDUCTIBLE EXPENSES$159$159$0
BANK CHARGES$604$604$0
INVESTMENT INTEREST EXPENSE$32,994$32,994$0
FROM K-1S - 50% CHARITY$119$119$0
FROM K-1S - ORDINARY LOSS FROM PARTNERSHIPS$16,154$16,154$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$818,059Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonMATTHEW SIDMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1297 COMMONWEALTH AVE APT NO 6AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02115ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES PAIDCategoryTxt
Amt$89Amt
Net Investment Income$44NetInvestmentIncomeAmt
Disbursements Charitable Prps$44DisbursementsCharitablePrpsAmt

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