SIDMAN FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SIDMAN FAMILY FOUNDATION (EIN 20-3867727)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-15
- IRS object ID
- 202223199349102107
- Schema version
- 2021v4.2
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T09:00:57-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203867727 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SIDMAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIDM | BusinessNameControlTxt |
| Phone | 6462135100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 NEWBURY ST 5TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOPE SIDMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6462135100 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HOPE | PersonFirstNm |
| Person Last | SIDMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALISON ANDERSEN | PreparerPersonNm |
| PTIN | P00826218 | PTIN |
| Phone | 6462135100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,987,134 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $31,170 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,170 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $403,078 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $403,078 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $826 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $826 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,435,074 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $435,074 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,036 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,009 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $27 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $119,627 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $118,752 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $875 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $140,663 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $139,761 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $902 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,921,840 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,921,840 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,062,503 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $139,761 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,922,742 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$627,429 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $295,313 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,150,811 | CashBOYAmt |
| Cash EOY | $1,232,766 | CashEOYAmt |
| Cash EOYFMV | $1,232,766 | CashEOYFMVAmt |
| Other Investments BOY | $4,985,057 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,129,674 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,754,368 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,135,868 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,362,440 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,987,134 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,132,650 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $599,780 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,132,650 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $599,780 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,003,218 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,762,660 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,003,218 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,762,660 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,135,868 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,362,440 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,003,218 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$627,429 | ExcessRevenueOverExpensesAmt |
| Other Increases | $386,871 | OtherIncreasesAmt |
| Subtotal | $7,762,660 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,762,660 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| SHORT TERM GAINS FROM PASS THRUS | P | $718,304 | $718,304 |
| LONG TERM GAINS FROM PASS THRUS | P | $134,399 | $134,399 |
| LONG TERM CAPITAL GAINS - AVAILABLE UPON REQUEST | P | -$449,625 | -$449,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $403,078 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,105 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,105 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,105 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,895 | OverpaymentAmt |
| Applied To ES Tax | $13,895 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SIDMAN OFFICE | IndividualWithBooksNm |
| Phone | 6175741163 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 HIGH STREET 3RD FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| J ROBERT CASEY | ||||||||
| 400 ATLANTIC AVE | BOSTON | MA | 02110 | ASST CLERK | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,479,206 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,818,960 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,298,166 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,298,166 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $139,472 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,158,694 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $457,935 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $457,935 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,105 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,105 | TotalTaxAmt |
| Distributable Before Adj | $453,830 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $453,830 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $453,830 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,922,742 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,922,742 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $453,830 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,922,742 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $453,830 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,468,912 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,468,912 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,468,912 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,468,912 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PC | IN MEMORY OF CYNTHIA SHULMAN | $1,000 |
| PROUTS NECK CONSERVANCY | |||||||
| 499 BLACK POINT RD | SCARBOROUGH | ME | 04074 | NONE | PC | OGDEN WHITE JR. | $500 |
| TEMPLE EMANUEL | |||||||
| 385 WARD STREET | NEWTON | MA | 02459 | NONE | PC | MRS. ROSENMAN | $250 |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 840692 | DALLAS | TX | 75284 | NONE | PC | ELINOR O'NEIL | $1,000 |
| JCCA | |||||||
| 520 EIGHTH AVE | NEW YORK | NY | 10018 | NONE | PC | HONOR OF BOB KIMSAL | $250 |
| MORSELIFE HEALTH SYSTEMS | |||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | NONE | PC | B BEAL & J SHARF | $10,000 |
| NYU LANGONE HEALTH | |||||||
| ONE PARK AVE | NEW YPRK | NY | 10016 | NONE | PC | J. IRA HARRIS | $5,000 |
| INSTITUTE OF CONTEMPORARY ART | |||||||
| 25 HARBOR SHORE DRIVE | BOSTON | MA | 02210 | NONE | PC | IN HONOR OF EDDIE & ADELE YOON | $2,500 |
| JDC | |||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | NONE | PC | DON LASDEN | $1,000 |
| PPFA | |||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | IN HONOR OF LT50 | $2,500 |
| MSPCA ANGELL | |||||||
| 350 SOUTH HUNTINGTON | BOSTON | MA | 02130 | NONE | PC | RAISE THE WOOF | $9,260 |
| COTUIT ATHLETIC ASSOCIATION | |||||||
| PO POX | COTUIT | MA | 02635 | NONE | PC | CASH DONATION | $1,000 |
| COTUIT LIBRARY | |||||||
| PO BOX 648 | COTUIT | MA | 02635 | NONE | PC | CASH DONATION | $500 |
| PALM BEACH CC FOUNDATION | |||||||
| 760 NORTH OCEAN BLVD | PALM BEACH | FL | 33480 | NONE | PC | PAULA & HOPE SIDMAN | $2,000 |
| THE BOSTON FOUNDATION | |||||||
| 75 ARLINGTON ST | BOSTON | MA | 02116 | NONE | PC | COMMITTEE TO LIGHT COMM AVE. | $10,000 |
| CITYMEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PC | CASH DONATION | $25,000 |
| UNITED WAY OF MA BAY | |||||||
| PO BOX 51381 | BOSTON | MA | 02205 | NONE | PC | UW MA | $15,000 |
| UNITED WAY OF MA BAY | |||||||
| PO BOX 51381 | BOSTON | MA | 02205 | NONE | PC | UW PB | $10,000 |
| WOMEN'S FOUNDATION OF BOSTON | |||||||
| 423 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PC | CASH DONATION | $10,000 |
| THE BOSTON FOUNDATION | |||||||
| 75 ARLINGTON STREET 3RD FLOOR | BOSTON | MA | 02116 | NONE | PC | COMM TO LIGHT COMM AVE. | $10,000 |
| NEIGHBORHOOD ASSOCIATION OF THE BACK BAY | |||||||
| 160 COMMONWEALTH AVE | BOSTON | MA | 02116 | NONE | PC | 2022 | $1,000 |
| CRADLES TO CRAYONS | |||||||
| 155 NORTH BEACON STREET | BRIGHTON | MA | 02135 | NONE | PC | PYMT 3 OF 5 | $20,000 |
| COTUIT ATHLETIC ASSOCIATION | |||||||
| PO BOX 411 | COTUIT | MA | 02635 | NONE | PC | CASH DONATION | $1,000 |
| TEAM IMPACT | |||||||
| 500 VICTORY RD 4TH FLOOR | QUINCY | MA | 02171 | NONE | PC | CASH DONATION | $23,900 |
| HILL HOUSE | |||||||
| 127 MOUNT VERNON STREET | BOSTON | MA | 02108 | NONE | PC | CASH DONATION | $1,500 |
| ISRAEL LACROSSE | |||||||
| 1501 BROADWAY FLOOR 21 | NEW YORK | NY | 10036 | NONE | PC | CASH DONATION | $10,000 |
| THE ESPLANADE ASSOCIATION | |||||||
| 376 BOYLSTON STREET NO 503 | BOSTON | MA | 02116 | NONE | PC | PYMT 1 OF 5 | $25,000 |
| EMERALD NECKLACE CONSERVANCY | |||||||
| 350 JAMAICA WAY | BOSTON | MA | 02130 | NONE | PC | CASH DONATION | $10,000 |
| ARTADIA | |||||||
| 45 MAIN ST | BROOKLYN | NY | 11201 | NONE | PC | CASH DONATION | $2,500 |
| BUCKINGHAM BROWNE & NICHOLS SCHOOL | |||||||
| 80 GERRYS LANDING ROAD | CAMBRIDGE | MA | 02138 | NONE | PC | 2020 ANNUAL FUND | $10,000 |
| BUCKINGHAM BROWNE & NICHOLS SCHOOL | |||||||
| 80 GERRYS LANDING ROAD | CAMBRIDGE | MA | 02138 | NONE | PC | 2021 ANNUAL FUND | $20,000 |
| DUKE UNIVERSITY | |||||||
| 2080 DUKE UNIVERSITY ROAD | DURHAM | NC | 27708 | NONE | PC | PYMT 1 OF 5 | $50,000 |
| BEAVER COUNTRY DAY SCHOOL | |||||||
| 791 HAMMOND ST | CHESTNUT HILL | MA | 02467 | NONE | PC | PYMT 1 OF 5 | $100,000 |
| BELMONT HILL SCHOOL | |||||||
| 350 PROSPECT ST | BELMONT | MA | 02478 | NONE | PC | PYMT 1 OF 5 | $100,000 |
| BELMONT HILL SCHOOL | |||||||
| 350 PROSPECT ST | BELMONT | MA | 02478 | NONE | PC | PYMT 1 OF 3 | $50,000 |
| PMCJIMMY FUND | |||||||
| 121 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | NONE | PC | MARTIN SOLOMON RIDER MS0322 | $1,000 |
| PMCJIMMY FUND | |||||||
| 121 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | NONE | PC | RIDER WENDY FISCHMAN - WF0030 | $500 |
| PMCJIMMY FUND | |||||||
| 121 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | NONE | PC | RIDER NANCY SAPERSTONE - NS0123 | $500 |
| PMCJIMMY FUND | |||||||
| 121 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | NONE | PC | RIDER ROB SMALL - RS0194 | $500 |
| BOSTON CHILDREN'S HOSPITAL TRUST | |||||||
| 401 PARK DRIVE | BOSTON | MA | 02215 | NONE | PC | PYMT 2 OF 5 | $100,000 |
| JDRF | |||||||
| 3 DIELWILE LANE | WESTON | MA | 02493 | NONE | PC | NEIL WALLACK - MARATHON | $2,500 |
| PLANNED PARENTHOOD LEAGUE OF MA | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PC | CASH DONATION | $10,000 |
| MOUNT SINAI HEALTH SYSTEM | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | NONE | PC | WOMAN TO WOMAN | $500 |
| BOSTON CHILDREN'S HOSPITAL TRUST | |||||||
| 401 PARK DRIVE | BOSTON | MA | 02215 | NONE | PC | PYMT 1 OF 5 | $250,000 |
| BOSTON COMMUNITY PEDIATRICS | |||||||
| 905 SOUTH MAIN ST | MANSFIELD | MA | 02048 | NONE | PC | PYMT 2 OF 3 | $25,000 |
| BRIGHAM & WOMEN'S HOSPITAL | |||||||
| 116 HUNTINGTON AVE | BOSTON | MA | 02116 | NONE | PC | PYMT 4 OF 5 | $200,000 |
| HASSENFELD CHILDREN'S CENTER FOR CANCER | |||||||
| ONE PARK AVE | NEW YORK | NY | 10016 | NONE | PC | CASH DONATION | $5,000 |
| BRIGHAM & WOMEN'S HOSPITAL | |||||||
| 116 HUNTINGTON AVE THIRD FLOOR | BOSTON | MA | 02116 | NONE | PC | SOLOMON SCHOLARS | $5,000 |
| BOSTON CHILDREN'S HOSPITAL TRUST | |||||||
| 401 PARK DRIVE | BOSTON | MA | 02215 | NONE | PC | 2021 BIC - INV. # 12024011 | $100,000 |
| PMCJIMMY FUND | |||||||
| 121 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | NONE | PC | JEAN ABOUHAMAD - JA0221 | $1,000 |
| JDRF | |||||||
| 3 DIELWILE LANE | WESTON | MA | 02493 | NONE | PC | 2022 MARATHON | $2,500 |
| PMCJIMMY FUND | |||||||
| 121 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | NONE | PC | M SOLOMON - MS0322 | $1,000 |
| HEBREW SENIOR LIFE | |||||||
| 1200 CENTRE STREET | BOSTON | MA | 02131 | NONE | PC | GOLF EVENT | $5,000 |
| TEMPLE EMANUEL | |||||||
| 385 WARD STREET | NEWTON | MA | 02459 | NONE | PC | AFGHAN REFUGEES | $5,000 |
| JCC OF GREATER BOSTON | |||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | PC | PYMT 4 OF 4 CAPTIAL CAMPAIGN BALANCE | $235,000 |
| JCC OF GREATER BOSTON | |||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | PC | PYMT 3 OF 4 EXECUTIVE DIRECTION | $25,000 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PC | 25K JDC | $300,000 |
| HEBREW SENIOR LIFE | |||||||
| 1200 CENTRE STREET | BOSTON | MA | 02131 | NONE | PC | CASH DONATION | $25,000 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PC | AID TO UKRAINE | $50,000 |
| ADL | |||||||
| 40 COURT STREET 12TH FLOOR | BOSTON | MA | 02108 | NONE | PC | CASH DONATION | $5,000 |
| MANDEL JCC OF GREATER PALM BEACH | |||||||
| 5221 HOOD ROAD | PALM BEACH GARDENS | FL | 33418 | NONE | PC | 2022 ANNUAL CAMPAIGN | $25,000 |
| BETH ISRAEL SYNOGOGUE | |||||||
| 12604 PACIFIC STREET | OMAHA | NE | 68154 | NONE | PC | CASH DONATION | $180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,921,840 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,170 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $826 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $403,078 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $31,170 | ExclusionAmt |
| Related Or Exempt Function Incm | $403,904 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $435,074 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 7 | INCOME GENERATED FROM INVESTMENT PARTNERSHIPS HELD BY THE FOUNDATION |
| 8 | INCOME GENERATED FROM INVESTMENT PARTNERSHIPS HELD BY THE FOUNDATION |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BERKSHIRE FUND IX-A (IND) LP | AT COST | $798,013 | $798,013 |
| BERKSHIRE FUND VII LP | AT COST | $780 | $780 |
| CORVEX OFFSHORE | AT COST | $1,000,000 | $2,364,904 |
| DOCKYARD CAPITAL FUND LP | AT COST | $1,935,781 | $1,935,781 |
| GALLATIN POINT CAPITAL PARTNERS AIV A LP | AT COST | $48,713 | $48,713 |
| GALLATIN POINT CAPITAL PARTNERS LP | AT COST | $229,259 | $229,259 |
| JPM EQUITIES | AT COST | $1,455,035 | $755,470 |
| MERRILL LYNCH EQUITIES | AT COST | $110,512 | $106,261 |
| SCS FINANCIAL EQUITIES | AT COST | $1,551,581 | $1,515,187 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $9,758 | $9,758 | $0 |
| ACCOUNTING FEES | $1,750 | $875 | $875 |
| FROM K-1S - PORTFOLIO DEDUCTIONS | $26,639 | $26,639 | $0 |
| BANK CHARGES | $4,405 | $4,405 | $0 |
| INVESTMENT INTEREST EXPENSE | $77,075 | $77,075 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME FROM PARTNERHSIPS | Desc |
| Revenue And Expenses Per Books | $826 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $826 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $826 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TIMING DIFFERENCE | $116,868 |
| PRIOR PERIOD ADJUSTMENT | $270,003 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| LOAN FROM MATTHEW SIDMAN | $1,000,000 | $0 |
| INVESTMENT IN BERKSHIRE FUND VII LP | $24,748 | $0 |
| INVESTMENT IN RIVA CAPITAL PARTNERS II LP | $107,902 | $0 |
| ASSETS IN TRANSIT | $0 | $599,780 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW SIDMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 297 COMMONWEALTH AVE APT NO 6 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES PAID | $54 | $27 | $27 |
| FOREIGN TAXES PAID | $20,982 | $20,982 | $0 |
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