BETA

SIDMAN FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SIDMAN FAMILY FOUNDATION (EIN 20-3867727)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-11-15
IRS object ID
202103199349108020
Schema version
2020v4.1
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)
Return2021-11-15T16:05:21-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

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 Begin2020-07-01TaxPeriodBeginDt

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
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHOPEPersonFirstNm
Person LastSIDMANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALISON ANDERSENPreparerPersonNm
PTINP00826218PTIN
Phone6462135100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,513,339FMVAssetsEOYAmt
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$43,650DividendsRevAndExpnssAmt
Dividends Net Invst Incm$43,650DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,344,450NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$1,344,450CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,107OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,107OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,393,207TotalRevAndExpnssAmt
Total Net Invst Incm$1,393,207TotalNetInvstIncmAmt
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$10,089TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10,044TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$44TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$117,021OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$116,296OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$725OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$127,110TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$126,340TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$769TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,471,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,471,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,598,610TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$126,340TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,472,269TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$205,403ExcessRevenueOverExpensesAmt
Net Investment Income$1,266,867NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,712,162CashBOYAmt
Cash EOY$4,150,810CashEOYAmt
Cash EOYFMV$4,150,810CashEOYFMVAmt
Other Investments BOY$3,754,590OtherInvestmentsBOYAmt
Other Investments EOY$4,985,057OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,362,529OtherInvestmentsEOYFMVAmt
Other Assets BOY$8,690OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$8,475,442TotalAssetsBOYAmt
Total Assets EOY$9,135,867TotalAssetsEOYAmt
Total Assets EOYFMV$9,513,339TotalAssetsEOYFMVAmt
Other Liabilities BOY$131,171OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,132,649OtherLiabilitiesEOYAmt
Total Liabilities BOY$131,171TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,132,649TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$8,344,271NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$8,003,218NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$8,344,271TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,003,218TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,475,442TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,135,867TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,344,271TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$205,403ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,138,868SubtotalAmt
Other Decreases$135,650OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,003,218TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SHORT TERM GAINS FROM PASS THRUSP$93,419$93,419
LONG TERM CAPITAL GAINS - AVAILABLE UPON REQUESTP$1,225,675$1,225,675
LONG TERM GAINS FROM PASS THRUSP$25,356$25,356
FieldValueIRS element (for citing)
Capital Gain Net Income$1,344,450CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17,609InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$17,609SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$17,609TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,799EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$14,799TotalPaymentsAndCreditsAmt
Es Penalty$35EsPenaltyAmt
Tax Due$2,845TaxDueAmt

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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
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 Contributors0NewSubstantialContributorsInd
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 Line1121 HIGH STREET 3RD FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
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 (4 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 AVE UNIT 6BOSTONMA02115CLERK/DIR5.00$0$0$0
J ROBERT CASEY
400 ATLANTIC AVEBOSTONMA02110ASST CLERK5.00$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$5,682,718AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,019,729AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,702,447TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,702,447AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$145,537CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,556,910NetVlNoncharitableAssetsAmt
Minimum Investment Return$477,846MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$477,846MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,609TaxBasedOnInvestmentIncomeAmt
Income Tax$137IncomeTaxAmt
Total Tax$17,746TotalTaxAmt
Distributable Before Adj$460,100DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$460,100DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$460,100DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,472,269ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,472,269QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,472,269AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$460,100DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,472,269QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$460,100AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,012,169RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,012,169TotalCorpusAmt
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$1,012,169ExcessDistriCyovToNextYrAmt
Excess From Current Year$1,012,169ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BEAVER COUNTY DAY SCHOOL
791 HAMMOND STCHESTNUT HILLMA02467NONEPCDONATION$25,000
BELMONT HILL SCHOOL
350 PROSPECT STREETBELMONTMA024782662NONEPCDIVERSITY INITIATIVE FUND, PARENTS FUND$35,000
BOSTON COMMUNITY PEDIATRICS
905 SOUTH MAIN ST NO 104MANSFIELDMA02048NONEPCGENERAL SUPPORT$125,000
BOYS AND GIRLS CLUBS OF BOSTON
200 HIGH STREET 3RD FLOORBOSTONMA02110NONEPCDONATION$10,000
BRIGHAM AND WOMEN'S HOSPITAL
116 HUNTINGTON AVE THIRD FLOORBOSTONMA02116NONEPCDONATION$206,000
BUCKINGHAM BROWNE AND NICHOLS SCHOOL
80 GERRYS LANDING ROADCAMBRIDGEMA02138NONEPC2019-20 BB&N FUND$10,000
CENTRAL PARK CONSERVATORY
14 EAST 60TH STNEW YORKNY10022NONEPCIN MEMORY OF ROBERT BAKER$250
CHARLESTON LACROSSE INC
PO BOX 290537CHARLESTOWNMA02129NONEPCDONATION$1,500
COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC
126 HIGH STREETBOSTONMA02110NONEPCDONATION$50,000
COTUIT ATHLETIC ASSOCIATION
PO BOX 411COTUITMA02635NONEPCDONATION$500
COTUIT LIBRARY
PO BOX 648COTUITMA02635NONEPCDONATION$500
CRADLES TO CRAYONS
155 NORTH BEACON STREETBRIGHTONMA02135NONEPC2019 ANNUAL GIFT$20,000
DANA FARBER CANCER INSTITUTE
PO BOX 849168BOSTONMA02284NONEPCIN MEMORY OF RICHARD SMITH$5,000
DUKE UNIVERSITY
BOX 90581DURHAMNC27708NONEPCIN SUPPORT OF THE TRINITY COLLEGE ANNUAL FUND$20,000
HILL HOUSE
127 MOUNT VERNON STREETBOSTONMA02108NONEPCSUPPORT PROGRAMS$1,500
ISRAEL LACROSSE ASSOCIATION
1501 BROADWAY FLOOR 21NEW YORKNY10036NONEPCSUPPORT THE ISRAEL LACROSSE ASSOCIATION$10,000
JCC GREATER BOSTON
333 NAHANTON STREETNEWTONMA024593213NONEPCDONATION$10,000
JDRF
3 IDLEWILE LANEWESTONMA02493NONEPCDONATION$2,500
MANDEL JCC OF GREATER PALM BEACH
5221 HOOD ROADPALM BEACH GARDENSFL33418NONEPCSUPPORT OF THE ANNUAL CAMPAIGN$10,000
MORSELIFE HEALTH SYSTEM
4847 DAVID S MACK DRIVEWEST PALM BEACHFL33417NONEPCDONATION$50,000
MSPCA ANGELL
350 SOUTH HUNTINGTONBOSTONMA02130NONEPCGIFT GIVEN IN SUPPORT OF THE RAISE THE WOOF GALA IN HONOR OF THE GIFFORD FAMILY$7,000
NEIGHBORHOOD ASSOCIATION OF THE BACK BAY
160 COMMONWEALTH AVENUE L8BOSTONMA021162749NONEPCDONATION$250
NEW HAMPSHIRE GOLF ASSOCIATION
PO BOX 2348CONCORDNH03302NONEPCJOSEPH KANE$500
PALM BEACH COUNTRY CLUB FOUNDATION
760 NORTH OCEAN BOULEVARDPALM BEACHFL33480NONEPCDONATION MADE TO FULFILL THE ANNUAL PHILANTHROPIC PLEDGE$2,000
PLANNED PARENTHOOD LEAGUE OF MA
1055 COMMONWEALTH AVEBOSTONMA022151001NONEPCDONATION$10,000
RIVERDALE COUNTRY SCHOOL
5250 FIELDSTONE RDBRONXNY10471NONEPCGENERAL SUPPORT$2,000
ROOM TO GROW NATIONAL
7 W 30TH ST FL 3NEW YORKNY10001NONEPCBOSTON VIRTUAL PICNIC SPONSOR$1,000
ROSIE'S PLACE
889 HARRISON AVENUEBOSTONMA02118NONEPCIN HONOR OF CHERISE BRANSFIELD$5,000
TEAM IMPACT
500 VICTORY RD 4TH FLOORQUINCYMA02171NONEPCGENERAL SUPPORT$75,000
THAYER ACADEMY
745 WASHINGTON STREETBRAINTREEMA02184NONEPCDONATION$35,000
THE BOSTON FOUNDATION
75 ARLINGTON STREET 3RD FLOORBOSTONMA02116NONEPCDONATION$20,000
THE ESPLANADE ASSOCIATION
376 BOYLSTON STREET NO 503BOSTONMA02116NONEPCGENERAL SUPPORT$25,000
THE GREATER BOSTON FOOD BANK
70 S BAY AVEBOSTONMA02118NONEPCDONATION$50,000
UNITED WAY OF MA BAY
21 PARK ST NO 200ATTLEBOROMA02703NONEPCDONATION$11,000
UNIVERSITY OF MICHIGAN
3003 SOUTH STATE STREET SUITE 9000ANN ARBORMI481091288NONEPCGENERAL SUPPORT$625,000
VILNA SHUL
18 PHILLIPS STREETBOSTONMA02114NONEPCGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,471,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$43,650ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,107RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,344,450RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$43,650ExclusionAmt
Related Or Exempt Function Incm$1,349,557RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,393,207TotalIncomeProducingActyAmt

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$785,094$721,938
BERKSHIRE FUND VII LPAT COST$0$4,417
BERKSHIRE FUND VII (OS) LPAT COST$7,434$0
CORVEX OFFSHOREAT COST$1,000,000$1,623,534
DOCKYARD CAPITAL FUND LPAT COST$1,276,650$1,276,650
GALLATIN POINT CAPITAL PARTNERS AIV A LPAT COST$48,657$48,657
GALLATIN POINT CAPITAL PARTNERS LPAT COST$62,833$146,162
RIVA CAPITAL PARTNERS II LPAT COST$0$46,958
JPM EQUITIESAT COST$1,693,877$1,366,050
MERRILL LYNCH EQUITIESAT COST$110,512$128,163

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
BOY Book Value$8,690BOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTIMING DIFFERENCESDesc
Amt$135,650Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$15,553$15,553$0
ACCOUNTING FEES$1,450$725$725
FROM K-1S - PORTFOLIO DEDUCTIONS$31,599$31,599$0
NONDEDUCTIBLE EXPENSES$6$6$0
BANK CHARGES$1,825$1,825$0
INVESTMENT INTEREST EXPENSE$66,588$66,588$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescORDINARY INCOME FROM PARTNERHSIPSDesc
Revenue And Expenses Per Books$5,107RevenueAndExpensesPerBooksAmt
Net Investment Income$5,107NetInvestmentIncomeAmt
Adjusted Net Income$5,107AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
LOAN FROM MATTHEW SIDMAN$0$1,000,000
INVESTMENT IN BERKSHIRE FUND VII LP$22,887$24,747
INVESTMENT IN RIVA CAPITAL PARTNERS II LP$108,284$107,902

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAXES PAID$89$44$44
FOREIGN TAXES PAID$10,000$10,000$0

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