2023-11-15T12:52:07-06:00 2023-06-30 331197384 ANDERSEN TAX LLC 1177 AVENUE OF THE AMERICAS 18TH FLOOR NEW YORK NY 10036 990PF 2022-07-01 203867727 THE SIDMAN FAMILY FOUNDATION INC SIDM 6462135100 8 NEWBURY ST 5TH FLOOR BOSTON MA 02116 HOPE SIDMAN PRESIDENT 6462135100 2023-11-15 1 HOPE SIDMAN XXX-XX-XXXX 0 ALISON ANDERSEN P00826218 6462135100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 7271524 X 0 X 120827 120827 -489048 0 26707 0 -341514 120827 0 0 0 519 259 259 77089 76142 948 77608 76401 1207 1804000 1804000 1881608 76401 1805207 -2223122 44426 1232766 1356085 1356085 7129674 3747969 5915439 8362440 5104054 7271524 599780 0 599780 0 X 7762660 5104054 7762660 5104054 8362440 5104054 7762660 -2223122 0 5539538 435484 5104054 SHORT TERM GAINS FROM PASS THRUS P 13935 13935 LONG TERM GAINS FROM PASS THRUS P 175477 175477 LONG TERM CAPITAL GAINS - AVAILABLE UPON REQUEST P -301907 -301907 SHORT TERM CAPITAL GAINS - AVAILABLE UPON REQUEST P -376553 -376553 -489048 618 0 618 0 618 13895 0 0 0 13895 0 13277 13277 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 1 0 0 0 N/A SIDMAN OFFICE 6175741163 8 NEWBURY ST 5TH FLOOR BOSTON MA 02116 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAULA M SIDMAN 1 SLOANS CURVE DRIVE PALM BEACH FL 33480 PRES/DIR 5.00 0 0 0 HOPE SIDMAN 6 NEWBURY ST 5TH FLOOR BOSTON MA 02116 TREAS/DIR 5.00 0 0 0 MATHEW K SIDMAN 297 COMMONWEALTH AVE BOSTON MA 02116 ASST TREAS/C 5.00 0 0 0 NONE 0 NONE 0 0 6524718 1823241 0 8347959 0 0 8347959 125219 8222740 411137 411137 618 618 410519 0 410519 0 410519 1805207 0 1805207 410519 0 0 1468912 1468912 1805207 0 0 0 410519 1394688 0 0 2863600 0 0 0 0 0 0 0 2863600 1468912 1394688 X ADL 40 COURT STREET 12TH FLOOR BOSTON MA 02108 NONE PC CASH DONATION 25000 BEAVER COUNTRY DAY SCHOOL 791 HAMMOND ST CHESTNUT HILL MA 02467 NONE PC 2 OF 5 ANNUAL FUND 100000 BELMONT GOLF SCHOLARSHIP FUND 151 TREMONT ST ROOM PH BOSTON MA 02135 NONE PC LISA FIELDS 500 BELMONT HILL SCHOOL 350 PROSPECT ST BELMONT MA 02478 NONE PC 2 OF 5 CAPITAL CAMPAIGN 100000 BELMONT HILL SCHOOL 350 PROSPECT ST BELMONT MA 02478 NONE PC 2 OF 3 ANNUAL FUND 50000 BETH ISRAEL SYNOGOGUE 12604 PACIFIC STREET OMAHA NE 68154 NONE PC BOOK OF REMEMBRANCE 200 BETH ISRAEL SYNOGOGUE 12604 PACIFIC STREET OMAHA NE 68154 NONE PC DINNER SPONSORSHIP - HARRY SIDMAN 2300 BIG BROTHER BIG SISTER OF EASTERN MA 184 HIGH ST BOSTON MA 02110 NONE PC CASH DONATION 5000 BOSTON CHILDREN'S HOSPITAL TRUST 401 PARK DRIVE BOSTON MA 02215 NONE PC BIC 2022 100000 BOSTON CHILDREN'S HOSPITAL TRUST 401 PARK DRIVE BOSTON MA 02215 NONE PC PYMT 3 OF 5 100000 BOSTON CHILDREN'S HOSPITAL TRUST 401 PARK DRIVE BOSTON MA 02215 NONE PC PYMT 2 OF 5 250000 BOSTON COMMUNITY PEDIATRICS 905 SOUTH MAIN ST MANSFIELD MA 02048 NONE PC PYMT 3 OF 3 25000 BRIGHAM & WOMEN'S HOSPITAL 116 HUNTINGTON AVE BOSTON MA 02116 NONE PC PYMT 5 F 5 200000 BROADWAY CARES 165 WEST 46TH STREET NEW YORK NY 10036 NONE PC IN HONOR OF HENRY TISCH 500 BUCKINGHAM BROWNE & NICHOLS SCHOOL 80 GERRYS LANDING ROAD CAMBRIDGE MA 02138 NONE PC CASH DONATION 20000 CITYMEALS ON WHEELS 355 LEXINGTON AVENUE NEW YORK NY 10017 NONE PC 35TH POWER LUNCH 5000 COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON MA 02110 NONE PC IN HONOR OF ANDY CABLE & BETH WOLPIN 500 COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON MA 02110 NONE PC JCC GB 75000 COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON MA 02110 NONE PC 25K JDC 25000 COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON MA 02110 NONE PC CJP UNRESTRICTED 150000 COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON MA 02110 NONE PC IN MEMORY OF RABBI ARNOLD GOODMAN 1000 COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON MA 02110 NONE PC TEMPLE EMANUEL 50000 COTUIT ATHLETIC ASSOCIATION PO POX COTUIT MA 02635 NONE PC CASH DONATION 1000 COTUIT LIBRARY PO BOX 648 COTUIT MA 02635 NONE PC CASH DONATION 500 COTUIT LIBRARY PO BOX 648 COTUIT MA 02635 NONE PC CASH DONATION 500 CRADLES TO CRAYONS 155 NORTH BEACON STREET BRIGHTON MA 02135 NONE PC PYMT 4 OF 5 20000 FACING HISTORY & OURSELVES 89 SOUTH STREET SUITE 401 BOSTON MA 02111 NONE PC SUMMER FELDBERG 1000 FRIENDS OF THE PUBLIC GARDEN 69 BEACON STREET BOSTON MA 02108 NONE PC COMM AVE. LIGHTS 25000 HASSENFELD CHILDREN'S CENTER FOR CANCER ONE PARK AVE NEW YORK NY 10016 NONE PC CASH DONATION 5000 HEBREW SENIOR LIFE 1200 CENTRE STREET BOSTON MA 02131 NONE PC GOLF TOURNAMENT 5000 HILL HOUSE 127 MOUNT VERNON STREET BOSTON MA 02108 NONE PC CASH DONATION 1500 ISRAEL LACROSSE 1501 BROADWAY FLOOR 21 NEW YORK NY 10036 NONE PC CASH DONATION 10000 JAZZ AT LINCOLN CENTER 3 COLUMBUS CIRCLE 12TH FLOOR NEW YORK NY 10019 NONE PC IN MEMORY OF THOMAS H. LEE 5000 JCCA 520 EIGHTH AVE NEW YORK NY 10018 NONE PC PYMT 3 0F 3 - SPECIAL CAMPAIGN 150000 JCCA 520 EIGHTH AVE NEW YORK NY 10018 NONE PC P SIDMAN BOARD PLEDGE 25000 JDRF 3 DIELWILE LANE WESTON MA 02493 NONE PC 2023 MARATHON SUPPORT 2500 JEWISH FEDERATION OF PALM BEACH 100 HARVARD CIRCLE SUITE 100 WEST PALM BEACH FL 33409 NONE PC PLS & HS 12000 JFCS VISITING MOM'S PROGRAM 1430 MAIN STREET WALTHAM MA 02451 NONE PC E. SCHUSTER 1000 MORSELIFE HEALTH SYSTEMS 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 NONE PC 39TH BIRTHDAY CELEBRATION 5000 MSPCA ANGELL 350 SOUTH HUNTINGTON BOSTON MA 02130 NONE PC RAISE THE WOOF 10000 ONE SUMMIT 4 HIGH STREET SUITE 128 NORTH ANDOVER MA 01845 NONE PC WESTON SHOOTERS CLUB FUNDRAISER 5000 PALM BEACH CC FOUNDATION 760 NORTH OCEAN BLVD PALM BEACH FL 33480 NONE PC CASH DONATION 2000 PALM BEACH CC FOUNDATION 760 NORTH OCEAN BLVD PALM BEACH FL 33480 NONE PC PAULA & HOPE SIDMAN 2000 PARENTS UNITE INC 2000 WEST PARK DRIVE SUITE 150 WESTBOROUGH MA 01581 NONE PC CASH DONATION 10000 PARK AVENUE SYNAGOGUE 50 EAST 87TH STREET NEW YORK NY 10128 NONE PC GALA DONATION 18000 PLANNED PARENTHOOD LEAGUE OF MA 1055 COMMONWEALTH AVE BOSTON MA 02215 NONE PC CASH DONATION 15000 PMCJIMMY FUND 121 HIGH STREET 3RD FLOOR BOSTON MA 02110 NONE PC 2022 PMC 500 PMCJIMMY FUND 121 HIGH STREET 3RD FLOOR BOSTON MA 02110 NONE PC 2022 PMC W. FISHCMAN 500 PMCJIMMY FUND 121 HIGH STREET 3RD FLOOR BOSTON MA 02110 NONE PC RS-0194 500 PMCJIMMY FUND 121 HIGH STREET 3RD FLOOR BOSTON MA 02110 NONE PC JEAN ABOUHAMED 1000 PMCJIMMY FUND 121 HIGH STREET 3RD FLOOR BOSTON MA 02110 NONE PC REPLACEMENT CHECK FOR 2022 500 SOCIAL FINANCE 2 ATLANTIC AVE 5TH FLOOR BOSTON MA 02110 NONE PC CASH DONATION 25000 TEAM IMPACT 500 VICTORY RD 4TH FLOOR QUINCY MA 02171 NONE PC CASH DONATION 35000 TEAM IMPACT 500 VICTORY RD 4TH FLOOR QUINCY MA 02171 NONE PC 23 GAME DAY GALA SPONSORSHIP 25000 TEMPLE EMANUEL 385 WARD STREET NEWTON MA 02459 NONE PC MORNING MINYAN 500 THE BOSTON FOUNDATION 75 ARLINGTON ST BOSTON MA 02116 NONE PC CIVIC LEADERSHIP FUND 10000 THE ESPLANADE ASSOCIATION 376 BOYLSTON STREET NO 503 BOSTON MA 02116 NONE PC 2023 MOONDANCE GALA SPONSORSHIP 12500 THE ESPLANADE ASSOCIATION 376 BOYLSTON STREET NO 503 BOSTON MA 02116 NONE PC MKS/LKS GALA 2022 25000 THE ESPLANADE ASSOCIATION 376 BOYLSTON STREET NO 503 BOSTON MA 02116 NONE PC PYMT 2 OF 5 25000 TOWN OF PALM BEACH UNITED WAY 44 COCOANUT ROW PALM BEACH FL 33480 NONE PC CASH DONATION 10000 TUFTS UNIVERSITY 419 BOSTON AVE MEDFORD MA 02155 NONE PC IN MEMORY OF MARGERY BENDETSON 500 UNITED WAY OF MA BAY PO BOX 51381 BOSTON MA 02205 NONE PC THANKSGIVING PROJECT 2022 5000 WATERTOWN CATHOLIC COLLAB FOOD PANTRY 26R CHESTNUT ST WATERTOWN MA 02472 NONE PC IN MEMORY OF E. MCGAFFINGAN 500 WIDE HORIZON'S FOR CHILDREN INC 40 S FULLERTON AVE MONTCLAIR NJ 07042 NONE PC SILVER SPONSORSHIP 10000 1804000 0 14 120827 -489048 IRS REFUND 26707 26707 120827 -489048 -341514 7 INCOME GENERATED FROM INVESTMENT PARTNERSHIPS HELD BY THE FOUNDATION 8 INCOME GENERATED FROM INVESTMENT PARTNERSHIPS HELD BY THE FOUNDATION 0 0 0 0 0 0 0 0 0 0 BERKSHIRE FUND IX-A (IND) LP AT COST 798027 1143307 BERKSHIRE FUND VII LP AT COST 680 37334 DOCKYARD CAPITAL FUND LP AT COST 1 0 GALLATIN POINT CAPITAL PARTNERS AIV A LP AT COST 48655 0 GALLATIN POINT CAPITAL PARTNERS LP AT COST 273949 445221 JPM EQUITIES AT COST 435686 463390 MERRILL LYNCH EQUITIES AT COST 110512 177046 SCS FINANCIAL EQUITIES AT COST 648318 616411 CSI COMPRESSCO AT COST 54245 54245 CORVEX OFFSHORE II AT COST 1000000 2600589 JPM 9926 FIXED INCOME AT COST 377896 377896 PRIOR PERIOD ADJUSTMENT 435484 MANAGEMENT FEES 11123 11123 0 ACCOUNTING FEES 1895 948 948 FROM K-1S - PORTFOLIO DEDUCTIONS 29570 29570 0 NONDEDUCTIBLE EXPENSES 130 130 0 BANK CHARGES 1259 1259 0 INVESTMENT INTEREST EXPENSE 18944 18944 0 FROM K-1S - 50% CHARITY 83 83 0 FROM K-1S - ORDINARY LOSS FROM PARTNERSHIPS 14085 14085 0 IRS REFUND 26707 26707 ASSETS IN TRANSIT 599780 0 MATTHEW SIDMAN 297 COMMONWEALTH AVE APT NO 6 BOSTON MA 02115 TAXES PAID 519 259 259