2022-11-15T09:00:57-06:00 2022-06-30 331197384 ANDERSEN TAX LLC 1177 AVENUE OF THE AMERICAS 18TH FLOOR NEW YORK NY 10036 990PF 2021-07-01 203867727 THE SIDMAN FAMILY FOUNDATION INC SIDM 6462135100 8 NEWBURY ST 5TH FLOOR BOSTON MA 02116 HOPE SIDMAN PRESIDENT 6462135100 2022-11-15 1 HOPE SIDMAN XXX-XX-XXXX ALISON ANDERSEN P00826218 6462135100 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 8987134 X 1000000 X 31170 31170 403078 403078 826 826 1435074 435074 0 0 0 21036 21009 27 119627 118752 875 140663 139761 902 1921840 1921840 2062503 139761 1922742 -627429 295313 4150811 1232766 1232766 4985057 7129674 7754368 0 0 0 9135868 8362440 8987134 1132650 599780 1132650 599780 X 8003218 7762660 8003218 7762660 9135868 8362440 8003218 -627429 386871 7762660 0 7762660 SHORT TERM GAINS FROM PASS THRUS P 718304 718304 LONG TERM GAINS FROM PASS THRUS P 134399 134399 LONG TERM CAPITAL GAINS - AVAILABLE UPON REQUEST P -449625 -449625 403078 4105 0 4105 0 4105 18000 0 0 0 18000 0 13895 13895 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 121 HIGH STREET 3RD FLOOR BOSTON MA 02110 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 J ROBERT CASEY 400 ATLANTIC AVE BOSTON MA 02110 ASST CLERK 5.00 0 0 0 NONE 0 NONE 0 0 7479206 1818960 0 9298166 0 0 9298166 139472 9158694 457935 457935 4105 4105 453830 0 453830 0 453830 1922742 0 1922742 453830 0 0 0 1922742 0 0 0 453830 1468912 0 0 1468912 0 0 0 0 0 0 0 1468912 1468912 X COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON MA 02110 NONE PC IN MEMORY OF CYNTHIA SHULMAN 1000 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 1000 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 10000 NYU LANGONE HEALTH ONE PARK AVE NEW YPRK NY 10016 NONE PC J. IRA HARRIS 5000 INSTITUTE OF CONTEMPORARY ART 25 HARBOR SHORE DRIVE BOSTON MA 02210 NONE PC IN HONOR OF EDDIE & ADELE YOON 2500 JDC PO BOX 4124 NEW YORK NY 10163 NONE PC DON LASDEN 1000 PPFA 123 WILLIAM ST 10TH FLOOR NEW YORK NY 10038 NONE PC IN HONOR OF LT50 2500 MSPCA ANGELL 350 SOUTH HUNTINGTON BOSTON MA 02130 NONE PC RAISE THE WOOF 9260 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 PALM BEACH CC FOUNDATION 760 NORTH OCEAN BLVD PALM BEACH FL 33480 NONE PC PAULA & HOPE SIDMAN 2000 THE BOSTON FOUNDATION 75 ARLINGTON ST BOSTON MA 02116 NONE PC COMMITTEE TO LIGHT COMM AVE. 10000 CITYMEALS ON WHEELS 355 LEXINGTON AVENUE NEW YORK NY 10017 NONE PC CASH DONATION 25000 UNITED WAY OF MA BAY PO BOX 51381 BOSTON MA 02205 NONE PC UW MA 15000 UNITED WAY OF MA BAY PO BOX 51381 BOSTON MA 02205 NONE PC UW PB 10000 WOMEN'S FOUNDATION OF BOSTON 423 BROOKLINE AVE BOSTON MA 02215 NONE PC CASH DONATION 10000 THE BOSTON FOUNDATION 75 ARLINGTON STREET 3RD FLOOR BOSTON MA 02116 NONE PC COMM TO LIGHT COMM AVE. 10000 NEIGHBORHOOD ASSOCIATION OF THE BACK BAY 160 COMMONWEALTH AVE BOSTON MA 02116 NONE PC 2022 1000 CRADLES TO CRAYONS 155 NORTH BEACON STREET BRIGHTON MA 02135 NONE PC PYMT 3 OF 5 20000 COTUIT ATHLETIC ASSOCIATION PO BOX 411 COTUIT MA 02635 NONE PC CASH DONATION 1000 TEAM IMPACT 500 VICTORY RD 4TH FLOOR QUINCY MA 02171 NONE PC CASH DONATION 23900 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 THE ESPLANADE ASSOCIATION 376 BOYLSTON STREET NO 503 BOSTON MA 02116 NONE PC PYMT 1 OF 5 25000 EMERALD NECKLACE CONSERVANCY 350 JAMAICA WAY BOSTON MA 02130 NONE PC CASH DONATION 10000 ARTADIA 45 MAIN ST BROOKLYN NY 11201 NONE PC CASH DONATION 2500 BUCKINGHAM BROWNE & NICHOLS SCHOOL 80 GERRYS LANDING ROAD CAMBRIDGE MA 02138 NONE PC 2020 ANNUAL FUND 10000 BUCKINGHAM BROWNE & NICHOLS SCHOOL 80 GERRYS LANDING ROAD CAMBRIDGE MA 02138 NONE PC 2021 ANNUAL FUND 20000 DUKE UNIVERSITY 2080 DUKE UNIVERSITY ROAD DURHAM NC 27708 NONE PC PYMT 1 OF 5 50000 BEAVER COUNTRY DAY SCHOOL 791 HAMMOND ST CHESTNUT HILL MA 02467 NONE PC PYMT 1 OF 5 100000 BELMONT HILL SCHOOL 350 PROSPECT ST BELMONT MA 02478 NONE PC PYMT 1 OF 5 100000 BELMONT HILL SCHOOL 350 PROSPECT ST BELMONT MA 02478 NONE PC PYMT 1 OF 3 50000 PMCJIMMY FUND 121 HIGH STREET 3RD FLOOR BOSTON MA 02110 NONE PC MARTIN SOLOMON RIDER MS0322 1000 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 100000 JDRF 3 DIELWILE LANE WESTON MA 02493 NONE PC NEIL WALLACK - MARATHON 2500 PLANNED PARENTHOOD LEAGUE OF MA 1055 COMMONWEALTH AVE BOSTON MA 02215 NONE PC CASH DONATION 10000 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 250000 BOSTON COMMUNITY PEDIATRICS 905 SOUTH MAIN ST MANSFIELD MA 02048 NONE PC PYMT 2 OF 3 25000 BRIGHAM & WOMEN'S HOSPITAL 116 HUNTINGTON AVE BOSTON MA 02116 NONE PC PYMT 4 OF 5 200000 HASSENFELD CHILDREN'S CENTER FOR CANCER ONE PARK AVE NEW YORK NY 10016 NONE PC CASH DONATION 5000 BRIGHAM & WOMEN'S HOSPITAL 116 HUNTINGTON AVE THIRD FLOOR BOSTON MA 02116 NONE PC SOLOMON SCHOLARS 5000 BOSTON CHILDREN'S HOSPITAL TRUST 401 PARK DRIVE BOSTON MA 02215 NONE PC 2021 BIC - INV. # 12024011 100000 PMCJIMMY FUND 121 HIGH STREET 3RD FLOOR BOSTON MA 02110 NONE PC JEAN ABOUHAMAD - JA0221 1000 JDRF 3 DIELWILE LANE WESTON MA 02493 NONE PC 2022 MARATHON 2500 PMCJIMMY FUND 121 HIGH STREET 3RD FLOOR BOSTON MA 02110 NONE PC M SOLOMON - MS0322 1000 HEBREW SENIOR LIFE 1200 CENTRE STREET BOSTON MA 02131 NONE PC GOLF EVENT 5000 TEMPLE EMANUEL 385 WARD STREET NEWTON MA 02459 NONE PC AFGHAN REFUGEES 5000 JCC OF GREATER BOSTON 333 NAHANTON STREET NEWTON MA 02459 NONE PC PYMT 4 OF 4 CAPTIAL CAMPAIGN BALANCE 235000 JCC OF GREATER BOSTON 333 NAHANTON STREET NEWTON MA 02459 NONE PC PYMT 3 OF 4 EXECUTIVE DIRECTION 25000 COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON MA 02110 NONE PC 25K JDC 300000 HEBREW SENIOR LIFE 1200 CENTRE STREET BOSTON MA 02131 NONE PC CASH DONATION 25000 COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON MA 02110 NONE PC AID TO UKRAINE 50000 ADL 40 COURT STREET 12TH FLOOR BOSTON MA 02108 NONE PC CASH DONATION 5000 MANDEL JCC OF GREATER PALM BEACH 5221 HOOD ROAD PALM BEACH GARDENS FL 33418 NONE PC 2022 ANNUAL CAMPAIGN 25000 BETH ISRAEL SYNOGOGUE 12604 PACIFIC STREET OMAHA NE 68154 NONE PC CASH DONATION 180 1921840 0 14 31170 826 403078 0 31170 403904 435074 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 798013 798013 BERKSHIRE FUND VII LP AT COST 780 780 CORVEX OFFSHORE AT COST 1000000 2364904 DOCKYARD CAPITAL FUND LP AT COST 1935781 1935781 GALLATIN POINT CAPITAL PARTNERS AIV A LP AT COST 48713 48713 GALLATIN POINT CAPITAL PARTNERS LP AT COST 229259 229259 JPM EQUITIES AT COST 1455035 755470 MERRILL LYNCH EQUITIES AT COST 110512 106261 SCS FINANCIAL EQUITIES AT COST 1551581 1515187 PRIOR PERIOD ADJUSTMENT 0 0 0 MANAGEMENT FEES 9758 9758 0 ACCOUNTING FEES 1750 875 875 FROM K-1S - PORTFOLIO DEDUCTIONS 26639 26639 0 BANK CHARGES 4405 4405 0 INVESTMENT INTEREST EXPENSE 77075 77075 0 ORDINARY INCOME FROM PARTNERHSIPS 826 826 826 TIMING DIFFERENCE 116868 PRIOR PERIOD ADJUSTMENT 270003 LOAN FROM MATTHEW SIDMAN 1000000 0 INVESTMENT IN BERKSHIRE FUND VII LP 24748 0 INVESTMENT IN RIVA CAPITAL PARTNERS II LP 107902 0 ASSETS IN TRANSIT 0 599780 MATTHEW SIDMAN 297 COMMONWEALTH AVE APT NO 6 BOSTON MA 02115 TAXES PAID 54 27 27 FOREIGN TAXES PAID 20982 20982 0