BETA

SIDMAN FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SIDMAN FAMILY FOUNDATION (EIN 20-3867727)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-11-16
IRS object ID
202013219349101321
Schema version
2019v5.1
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)
Return2020-11-16T09:17:18-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

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 Begin2019-07-01TaxPeriodBeginDt

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 Line1121 HIGH STREET 3RD FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOPE SIDMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6462135100PhoneNum
Signature2020-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALISON ANDERSENPreparerPersonNm
PTINP00826218PTIN
Phone6462135100PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.80.131.125IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-13IPDt
IP Tm05:50:37IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdA3A5A0E0FD8173236A8A3CB3D428B890F59E27C4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,060,953FMVAssetsEOYAmt
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$128,972DividendsRevAndExpnssAmt
Dividends Net Invst Incm$128,972DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,337,177NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$1,337,177CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,613OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,613OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,467,762TotalRevAndExpnssAmt
Total Net Invst Incm$1,467,762TotalNetInvstIncmAmt
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$575TaxesRevAndExpnssAmt
Taxes Net Invst Incm$288TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$288TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$147,991OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$147,366OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$625OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$148,566TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$147,654TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$913TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,838,930ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,838,930ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,987,496TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$147,654TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,839,843TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$519,734ExcessRevenueOverExpensesAmt
Net Investment Income$1,320,108NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,757,396CashBOYAmt
Cash EOY$4,712,162CashEOYAmt
Cash EOYFMV$5,284,162CashEOYFMVAmt
Other Investments BOY$3,205,676OtherInvestmentsBOYAmt
Other Investments EOY$3,754,590OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,776,791OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$8,690OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$8,963,072TotalAssetsBOYAmt
Total Assets EOY$8,475,442TotalAssetsEOYAmt
Total Assets EOYFMV$10,060,953TotalAssetsEOYFMVAmt
Other Liabilities BOY$99,067OtherLiabilitiesBOYAmt
Other Liabilities EOY$131,171OtherLiabilitiesEOYAmt
Total Liabilities BOY$99,067TotalLiabilitiesBOYAmt
Total Liabilities EOY$131,171TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$8,864,005NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$8,344,271NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$8,864,005TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,344,271TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,963,072TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,475,442TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,864,005TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$519,734ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,344,271SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,344,271TotNetAstOrFundBalancesEOYAmt

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-$146,532-$146,532
LONG TERM CAPITAL GAINS - AVAILABLE UPON REQUESTP$1,425,967$1,425,967
LONG TERM GAINS FROM PASS THRUSP$57,742$57,742
FieldValueIRS element (for citing)
Capital Gain Net Income$1,337,177CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,322,204AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$9,692,862NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.136410DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,089,496AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$11,723,951NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.092929DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,235,148AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$11,703,522NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.105536DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,463,926AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$11,186,359NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.130867DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,027,585AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$14,523,607NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.070753DistributionYr5Rt
Total Distribution0.536495TotalDistributionRt
Average Distribution0.107299AverageDistributionRt
Net Vl Noncharitable Assets$9,263,118NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$993,923AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$13,201NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,007,124AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,839,843QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$13,201InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,201SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,201TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$18,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$18,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,799OverpaymentAmt
Applied To ES Tax$4,799AppliedToESTaxAmt
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 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 PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12013UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
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$4,198,265AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,205,916AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,404,181TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,404,181AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$141,063CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,263,118NetVlNoncharitableAssetsAmt
Minimum Investment Return$463,156MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$463,156MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,201TaxBasedOnInvestmentIncomeAmt
Total Tax$13,201TotalTaxAmt
Distributable Before Adj$449,955DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$449,955DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$449,955DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,839,843ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,839,843QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$13,201PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,826,642AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$449,955DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Total For Prior Years$530,995TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$842,399ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$652,110ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$580,142ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$838,854ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,913,505TotalExcessDistributionCyovAmt
Qualifying Distributions$1,839,843QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$449,955AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,389,888RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,303,393TotalCorpusAmt
Prior Year Undistributed Incm$530,995PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$530,995Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,303,393ExcessDistriCyovToNextYrAmt
Excess From Year4$842,399ExcessFromYear4Amt
Excess From Year3$652,110ExcessFromYear3Amt
Excess From Year2$580,142ExcessFromYear2Amt
Excess From Year1$838,854ExcessFromYear1Amt
Excess From Current Year$1,389,888ExcessFromCurrentYearAmt

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
BETH ISRAEL SYNAGOGUE
12604 PACIFIC STREETOMAHANE68154NONEPCDONATION FOR A "FAMILY FULL PAGE" LISTING IN THE BOOK OF REMEMBRANCE$180
BOSTON CHILDREN'S HOSPITAL
401 PARK DRIVE SUITE 602BOSTONMA02115NONEPCDONATION FOR 2018 BOSTON INVESTMENT CONFERENCE$300,000
BOSTON MEDICAL CENTER
801 MASSACHUSETTS AVENUE 1ST FLOORBOSTONMA02118NONEPCFOOD FOR THOUGHT FUND$2,000
BOYS AND GIRLS CLUBS OF BOSTON
200 HIGH STREET 3RD FLOORBOSTONMA02110NONEPCDONATION$10,000
BRANDEIS UNIVERSITY
415 SOUTH STREETWALTHAMMA02453NONEPCSUPPORT OF THE INITIATIVE FOR JEWISH IDENTITY$15,000
BRIGHAM AND WOMEN'S HOSPITAL
116 HUNTINGTON AVE THIRD FLOORBOSTONMA02116NONEPCDONATION$200,250
BUCKINGHAM BROWNE AND NICHOLS SCHOOL
80 GERRYS LANDING ROADCAMBRIDGEMA02138NONEPC2019-20 BB&N FUND$10,000
COTUIT LIBRARY
PO BOX 648COTUITMA02635NONEPCDONATION$500
CRADLES TO CRAYONS
155 NORTH BEACON STREETBRIGHTONMA02135NONEPC2019 ANNUAL GIFT$20,000
DUKE UNIVERSITY
BOX 90581DURHAMNC27708NONEPCIN SUPPORT OF THE TRINITY COLLEGE ANNUAL FUND$20,000
EB RESEARCH PARTNERSHIP
132 EAST 43RD ST NO 432NEW YORKNY10017NONEPCACTION FOR JACKSON 2019$10,000
FRIENDS OF THE PUBLIC GARDEN
69 BEACON STREETBOSTONMA02108NONEPCDONATION$13,000
HEBREW SENIOR LIFE
1200 CENTRE STREETBOSTONMA02131NONEPCGIFT GIVEN IN MEMORY OF TOBY KRAMER$5,500
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$315,000
MANDEL JCC OF GREATER PALM BEACH
5221 HOOD ROADPALM BEACH GARDENSFL33418NONEPCSUPPORT OF THE ANNUAL CAMPAIGN$10,000
MSPCA ANGELL
350 SOUTH HUNTINGTONBOSTONMA02130NONEPCGIFT GIVEN IN SUPPORT OF THE RAISE THE WOOF GALA IN HONOR OF THE GIFFORD FAMILY$9,200
PALM BEACH COUNTRY CLUB FOUNDATION
760 NORTH OCEAN BOULEVARDPALM BEACHFL33480NONEPCDONATION MADE TO FULFILL THE ANNUAL PHILANTHROPIC PLEDGE$2,000
PAN-MASSACHUSETTS CHALLENGE
121 HIGH STREET 3RD FLOORBOSTONMA02110NONEPCSUPPORT THE INNOVATIVE WORK OF DOCTORS, NURSES, AND SCIENTISTS AT DANA-FARBER CANCER INSTITUTE.$2,450
PLANNED PARENTHOOD LEAGUE OF MA
1055 COMMONWEALTH AVEBOSTONMA022151001NONEPCDONATION$10,000
TEAM IMPACT
500 VICTORY RD 4TH FLOORQUINCYMA02171NONEPCGENERAL SUPPORT$49,600
TEMPLE EMANUEL
385 WARD STREETNEWTONMA02459NONEPCDONATION$50,500
THAYER ACADEMY
745 WASHINGTON STREETBRAINTREEMA02184NONEPCDONATION$25,000
THE BOSTON FOUNDATION
75 ARLINGTON STREET 3RD FLOORBOSTONMA02116NONEPCDONATION$10,000
THE ESPLANADE ASSOCIATION
376 BOYLSTON STREET NO 503BOSTONMA02116NONEPCGENERAL SUPPORT$12,500
UNITED WAY OF MA BAY
PO BOX 51381BOSTONMA022051381NONEPCDONATION$25,000
ARTISTS FOR HUMANITY
100 W 2ND STBOSTONMA02127NONEPCDONATION$500
BELMONT GOLF SCHOLARSHIP
PO BOX 550068N WALTHAMMA02455NONEPCDONATION$350
BOSTON COMMUNITY PEDIATRICS
527 ALBANY ST SUITE 200BOSTONMA02118NONEPCGENERAL SUPPORT$500
CHARLESTOWN LACROSSE & LEARNING CENTER
PO BOX 290537CHARLESTOWNMA02129NONEPCDONATION$1,500
COTUIT ATHLETIC ASSOCIATION
PO BOX 411COTUITMA02635NONEPCDONATION$500
FRIENDS OF DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVE 120BOSTONMA02215NONEPCGENERAL SUPPORT$2,500
GREENFIELD COMMUNITY COLLEGE FOUNDATION
270 MAIN STREETGREENFIELDMA01301NONEPCWILLIAM LEROY STILLINGER RENEWABLE ENERGY MEMORIAL SCHOLARSHIP$500
IMPACT ISRAEL
4340 EAST-WEST HIGHWAY SUITE 202BETHESDAMD20814NONEPCIN HONOR OF HARRIET AND GEORGE BLANK$5,000
JCC ASSOCIATION OF NORTH AMERICA
520 EIGTH AVENUE FOURTH FLOORNEW YORKNY10018NONEPCDONATION$25,500
JEWISH COMMUNITY RELATIONS COUNCIL OF NY
225 WEST 34TH STREET SUITE 1607NEW YORKNY10122NONEPC2019 JCRC-NY WINTER BENEFIT RECEPTION HONORING LINDA AND JERRY SPITZER$5,000
NATHAN S KLINE INSTITUTE
140 OLD ORANGEBURG ROADORANGEBURGNY10962NONEPCIN MEMORY OF EDWIN R. YARCKIN$100
NEIGHBORHOOD ASSOCIATION OF THE BACK BAY
160 COMMONWEALTH AVENUE L8BOSTONMA021162749NONEPCDONATION$250
NYU LANGONE HEALTH
25 WEST 4TH STNEW YORKNY10012NONEPCDONATION$5,000
THE BROTHERS OF MERCY FOUNDATION
4520 RANSOM RDCLARENENY14031NONEPCIN MEMORY OF MARY LESSES$100
THE RIVERDALE CAMPAIGN
5250 FIELDSTON RDBRONXNY10471NONEPCGENERAL SUPPORT$2,000
UNIVERSITY OF MICHIGAN
3003 SOUTH STATE STREET SUITE 8000ANN ARBORMI481091288NONEPCGENERAL SUPPORT$625,000
WELLESLEY COLLEGE
106 CENTRAL STREETWELLESLEYMA02481NONEPCGENERAL SUPPORT$250
BEAVER COUNTY DAY SCHOOL
791 HAMMOND STCHESTNUT HILLMA02467NONEPCDONATION$25,000
CENTER FOR DEMENTIA
140 OLD ORANGEBURG ROADORANGEBURGNY10962NONEPCDONATION$100
TEMPLE ISRAEL
431 E BROAD STREETCOLUMBUSOH43215NONEPCDONATION$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,838,930TotalGrantOrContriPdDurYrAmt
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$128,972ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,613RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,337,177ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,466,149ExclusionAmt
Related Or Exempt Function Incm$1,613RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,467,762TotalIncomeProducingActyAmt

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$576,119$505,349
BERKSHIRE FUND VII LPAT COST$0$6,277
BERKSHIRE FUND VII (OS) LPAT COST$7,461$0
CORVEX OFFSHOREAT COST$1,000,000$1,697,585
DOCKYARD CAPITAL FUND LPAT COST$1,252,029$1,492,343
GALLATIN POINT CAPITAL PARTNERS AIV A LPAT COST$40,407$39,530
GALLATIN POINT CAPITAL PARTNERS LPAT COST$52,785$158,057
RIVA CAPITAL PARTNERS II LPAT COST$0$45,220
JPM EQUITIESAT COST$715,277$744,904
MERRILL LYNCH EQUITIESAT COST$110,512$87,526

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
EOY Book Value$8,690EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$49,897$49,897$0
ACCOUNTING FEES$1,250$625$625
FROM K-1S - PORTFOLIO DEDUCTIONS$44,202$44,202$0
NONDEDUCTIBLE EXPENSES$45$45$0
INVESTMENT INTEREST EXPENSE$49,719$49,719$0
BANK FEES$2,878$2,878$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescORDINARY INCOME FROM PARTNERHSIPSDesc
Revenue And Expenses Per Books$1,613RevenueAndExpensesPerBooksAmt
Net Investment Income$1,613NetInvestmentIncomeAmt
Adjusted Net Income$1,613AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
INVESTMENT IN BERKSHIRE FUND VII LP$0$22,887
INVESTMENT IN RIVA CAPITAL PARTNERS II LP$99,067$108,284

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES PAIDCategoryTxt
Amt$575Amt
Net Investment Income$288NetInvestmentIncomeAmt
Disbursements Charitable Prps$288DisbursementsCharitablePrpsAmt

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