RUDERMAN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RUDERMAN FAMILY FOUNDATION (EIN 04-3334973)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-18
- IRS object ID
- 201903229349100200
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-18T06:43:24-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050409384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 951 NORTH MAIN STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043334973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUDERMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUDE | BusinessNameControlTxt |
| Phone | 6175599919 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 WASHINGTON STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02462 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY RUDERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6175599919 | PhoneNum |
| Signature | 2019-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL NADEAU | PreparerPersonNm |
| PTIN | P01406554 | PTIN |
| Phone | 4012742001 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.111.239.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-17 | IPDt |
| IP Tm | 21:58:19 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2F85E008C48DD5A141159495B2D1781CA3E157FD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 69F2A77B01E02B73E73BDDC5955EF33A27779563 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $177,550,381 | 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 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $363,149 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $363,149 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,507,960 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,507,960 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,146,477 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,132,434 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,146,477 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,023,586 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,017,586 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $456,173 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $410,556 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $548,166 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $493,349 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $176,849 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $159,164 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $29,470 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $26,523 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $39,188 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $35,269 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $289,641 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $289,641 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $317,256 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $47,144 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $63,151 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $67,919 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $67,919 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $104,160 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $93,744 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $889,147 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $873,872 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,917,969 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $336,785 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,223,547 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,938,854 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,938,854 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,856,823 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $336,785 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,162,401 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,166,763 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,680,801 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,263,484 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,215,384 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,215,384 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $135,449,028 | CorporateStockBOYAmt |
| Corporate Stock EOY | $127,643,535 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $144,362,068 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $22,721,333 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $31,349,609 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $31,502,929 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $478,587 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $470,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $470,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $159,912,432 | TotalAssetsBOYAmt |
| Total Assets EOY | $160,678,528 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $177,550,381 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,241 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $23,077 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,241 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,077 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $159,909,191 | RetainedEarningBOYAmt |
| Retained Earning EOY | $160,655,451 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $159,909,191 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $160,655,451 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $159,912,432 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $160,678,528 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $159,909,191 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,166,763 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $161,075,954 | SubtotalAmt |
| Other Decreases | $420,503 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $160,655,451 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| NORTHERN TRUST #6858 | P | 2018-12-31 | $9,379,007 | $9,600,447 | -$221,440 | -$221,440 |
| NORTHERN TRUST #6858 | P | 2018-12-31 | $28,531,224 | $26,385,315 | $2,145,909 | $2,145,909 |
| FROM K-1: PRIVATE EQUITY PORTFOLIO FUND II | P | 2018-12-31 | -$195 | -$195 | ||
| CAPITAL GAINS DIVIDENDS | P | $222,203 | $222,203 | $222,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,146,477 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,938,492 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $177,635,178 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044690 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,980,793 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $172,321,234 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040510 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,182,324 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $175,490,624 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046625 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,172,592 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $159,035,506 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038813 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,495,420 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $117,163,864 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046904 | DistributionYr5Rt |
| Total Distribution | 0.217542 | TotalDistributionRt |
| Average Distribution | 0.043508 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $180,165,060 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,838,621 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $96,808 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,935,429 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,162,401 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $96,808 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $96,808 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $96,808 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $180,588 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $180,588 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $83,780 | OverpaymentAmt |
| Applied To ES Tax | $83,780 | 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 | Yes (1) | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RUDERMANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JAY RUDERMAN | IndividualWithBooksNm |
| Phone | 6175599919 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 WASHINGTON STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02462 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| MARCIA RUDERMAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAY SETH RUDERMAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | PRESIDENT & TRUSTEE | 50.00 | $220,587 | $22,417 | $0 |
| SHARON ELLEN SHAPIRO | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | COMMUNITY LIAISON & TRUSTEE | 30.00 | $85,586 | $21,916 | $0 |
| TODD ADAM RUDERMAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SHIRA RUDERMAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | DIRECTOR | 40.00 | $150,000 | $1,050 | $0 |
| ANDRES SPOKOINY | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DVIR ASSOULINE | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | FORMER ADVOCACY & COMM. DIRECTOR | 40.00 | $102,101 | $13,468 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LISA R GUINARD | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | FORMER BUSINESS MANA | 40.00 | $112,400 | $8,998 | $0 |
| MIRIAM HEYMAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | PROGRAM OFFICER | 40.00 | $70,904 | $3,508 | $0 |
| AMY KAPLAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | ASSISTANT | 40.00 | $53,677 | $6,588 | $0 |
| RINAT KISIN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | PROGRAM OFFICER | 40.00 | $58,635 | $0 | $0 |
| MEIR ZIMMERMAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | LINK20 COORDINATOR | 40.00 | $41,031 | $9,488 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORTHERN TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE INTERNATIONAL PLACE STE 1600 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $289,641 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $181,500,634 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,408,056 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $182,908,690 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $182,908,690 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,743,630 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $180,165,060 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,008,253 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,008,253 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $96,808 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $96,808 | TotalTaxAmt |
| Distributable Before Adj | $8,911,445 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,911,445 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,911,445 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,162,401 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,162,401 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $96,808 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,065,593 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,911,445 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $62,371 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,162,401 | QualifyingDistributionsAmt |
| Applied To Year1 | $62,371 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,100,030 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $811,415 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHARON E SHAPIRO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 WASHINGTON STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6175999919 | RecipientPhoneNum |
| Form And Info And Materials | NOT APPLICABLE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST QUALIFY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ABLE THRIVE | ||||||||||
| 1448 PINE STREET UNIT 206 | SAN FRANCISCO | CA | 94109 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| ACHIEVA | ||||||||||
| 711 BINGHAM STREET | PITTSBURGH | PA | 15203 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| ADAPTIVE SPORTS NEW ENGLAND INC | ||||||||||
| 89 SOUTH STREET SUITE 603 | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||
| AMERICAN ISRAEL EDUCATION FOUND (AIEF) | ||||||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |||
| AMERICAN JEWISH JOINT DISTRIBUTION COMM | ||||||||||
| 711 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $280,000 | |||
| AMERICAN SOCIETY OF THE UNIV OF HAIFA | ||||||||||
| 80 BROAD STREET | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $253,000 | |||
| ASSN OF UNIV CTRS ON DISABILITIES (AUCD) | ||||||||||
| 1100 WAYNE AVE SUITE 1000 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| ASU FOUNDATION NEW AMERICAN UNIVERSITY | ||||||||||
| 300 EAST UNIVERSITY DRIVE | TEMPE | AZ | 85281 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| BOSTON CHILDREN'S HOSPITAL | ||||||||||
| 401 PARK DRIVE 602 | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $40,000 | |||
| BOYS AND GIRLS CLUBS OF BOSTON INC | ||||||||||
| 3RD FLOOR 200 HIGH ST | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| BRIAN D SILBER MEMORIAL FUND | ||||||||||
| 18 ROADHEATH | PEABODY | MA | 01960 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |||
| BROOKLINE COMMUNITY MENTAL HEALTH CENTER | ||||||||||
| 41 GARRISON ROAD | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $150,000 | |||
| CITY OF NEWTON | ||||||||||
| 1000 COMMONWEALTH AVENUE | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| COMBINED JEWISH PHILANTHROPIES | ||||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,439,922 | |||
| COUNCIL OF YOUNG JEWISH PRESIDENTS | ||||||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,600 | |||
| DAUGHTERS OF ISRAEL MIKVAH | ||||||||||
| 101 WASHINGTON STREET | BOSTON | MA | 02135 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $36,000 | |||
| DRAKE UNIVERSITY HARKIN INSTITUTE | ||||||||||
| PO BOX 1848 | DES MOINES | IA | 503051848 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| FIREFIGHTER BEHAVIORAL HEALTH ALLIANCE | ||||||||||
| 3655 W ANTHEM WAY SUITE A109-374 | ANTHEM | AZ | 85086 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| FRIENDSHIP CIRCLE OF MIAMI INC | ||||||||||
| 8700 SW 112 STREET | MIAMI | FL | 33176 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||
| GANN ACADEMY | ||||||||||
| 333 FOREST STREET | WALTHAM | MA | 02452 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,506 | |||
| GATEWAYS ACCESS TO JEWISH EDUCATION | ||||||||||
| 333 NAHANTON SREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $137,750 | |||
| HEBREW COLLEGE | ||||||||||
| 160 HERRICK ROAD | NEWTON CENTRE | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,175 | |||
| HEBREW SENIOR LIFE | ||||||||||
| 1200 CENTRE STREET | ROSLINDALE | MA | 02131 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| HILLEL FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $130,351 | |||
| HILLEL FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||||
| PO BOX 7408252 | CHICAGO | IL | 60674 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $33,000 | |||
| ISRAELI AMERICAN COUNCIL | ||||||||||
| 1320 CENTER STREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||
| ISRAELI DANCE FESTIVAL DC | ||||||||||
| 7067 WOLFTREE LANE | ROCKVILLE | MD | 20852 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |||
| ISRAELI STAGE | ||||||||||
| 527 BOYLSTON STREET | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |||
| JEWISH AGENCY FOR ISRAEL (JAFI) | ||||||||||
| 633 THIRD AVENUE SUITE 2100 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| JEWISH COMMUNITY CENTER OF GREATER BOSTON | ||||||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| JEWISH COMMUNITY CENTER OF MANHATTAN | ||||||||||
| 334 AMSTERDAM AVE | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| JEWISH COMMUNITY CENTER OF NORTH SHORE | ||||||||||
| 4 COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||
| JEWISH FEDERATION OF S PALM BEACH | ||||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| JEWISH FUNDERS NETWORK | ||||||||||
| 150 WEST 30TH STREET 900 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $27,500 | |||
| JEWISH JOURNAL | ||||||||||
| 27 CONGRESS ST SUITE 501 | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| JEWISH NATIONAL FUND | ||||||||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| JEWISH TEEN INITIATIVE OF GREATER BOSTON | ||||||||||
| 6 COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $30,000 | |||
| KEREN OR INC | ||||||||||
| 350 7TH AVENUE SUITE 1004 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,800 | |||
| LAPPIN FOUNDATION INC | ||||||||||
| 29 CONGRESS STREET | SALEM | MA | 01960 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |||
| MA ADVOCATES FOR CHILDREN | ||||||||||
| 25 KINGSTON STREET 25 | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| MA GENERAL HOSPITALLURIE CENTER | ||||||||||
| MASS GENERAL DEVELOPMENT OFFICE | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |||
| MACHNE ISRAEL INC | ||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $227,220 | |||
| MAIMONIDES SCHOOL | ||||||||||
| 34 PHILBRICK RD | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |||
| MARRIOT FOUNDATION FOR PWDT | ||||||||||
| 10400 FERNWOOD ROAD | BETHESDA | MD | 20817 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $150,000 | |||
| MIT SLOAN SCHOOL OF MANAGEMENT | ||||||||||
| 77MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $138,000 | |||
| MMPP LLC - MER MICHAEL PHELPS | ||||||||||
| 7 OCEAN STREET | PORTLAND | ME | 04106 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| MY BROTHER'S KEEPER | ||||||||||
| PO BOX 338 | EASTON | MA | 023560338 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| NAMI MASS | ||||||||||
| 53 PARK AVENUE | NEWTON | MA | 25458 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $360 | |||
| NATIONAL ORGANIZATION ON DISABILITY | ||||||||||
| 77 WATER ST 204 | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| NCSY | ||||||||||
| 113 WASHINGTON STREET | BOSTON | MA | 02135 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | |||
| NEW ENGLAND JEWISH LABOR COMMITTEE | ||||||||||
| 18 TREMONT STREET SUITE 320 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200 | |||
| NEW ENGLAND YACHAD (NJCD) | ||||||||||
| 384 HARVARD STREET | BROOKLINE | MA | 02446 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $137,593 | |||
| NORTH SHORE ALLIANCE | ||||||||||
| 121 LORING AVE 110 | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $196 | |||
| NORTHEAST ARC | ||||||||||
| 1 SOUTHSIDE ROAD | DANVERS | MA | 01923 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| NORTHEASTERN UNIVERSITY | ||||||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $30,000 | |||
| PEF ISRAEL ENDOWMENT FUND | ||||||||||
| 630 THIRD AVENUE SUITE 1501 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $70,000 | |||
| PROF BASEBALL ATHLETIC TRAINERS SOCIETY | ||||||||||
| 2001 BLAKE STREET | DENVER | CO | 80205 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| REELABILITIES FILM FESTIVAL | ||||||||||
| 1001 WATERTOWN STREET 3RD FLOOR | WEST NEWTON | MA | 02465 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $45,000 | |||
| RUDERMAN FAMILY FOUNDATION ISRAEL (AMUTAH) | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,760,000 | 12 ELI HOROVITZ | REHOVOT | IS | ||||
| T'RUAH | ||||||||||
| 266 WEST 37TH STREET SUITE 803 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $180 | |||
| THE DRAVET SYNDROME FOUNDATION | ||||||||||
| PO BOX 3026 | CHERRY HILL | NJ | 08034 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| TUFTS MEDICAL CENTER DEVELOPMENT OFFICE | ||||||||||
| 800 WASHINGTON STREET 231 | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| TWIN PALMS CENTER FOR THE DISABLED INC | ||||||||||
| 306 NW 35TH STREET | BOCA RATON | FL | 33431 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |||
| UCLA FOUNDATION | ||||||||||
| PO BOX 951476 | LOS ANGELES | CA | 900951476 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| UNDERSTANDING OUR DIFFERENCES | ||||||||||
| 100 WALNUT ST | NEWTON | MA | 02460 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |||
| UNION FOR REFORM JUDAISM (URJ) | ||||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |||
| YADHACHAZAKAH JEWISH DISABILITIES | ||||||||||
| 576 FIFTH AVENUE SUITE 903 | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| YALE SCHOOL OF DRAMA | ||||||||||
| PO BOX 208244 222 YORK STREET | NEW HAVEN | CT | 06520 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,938,853 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RUDERMAN INCLUSION SUMMIT | Desc |
| Related Or Exempt Function Incm | $5,000 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $363,149 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,507,960 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,146,477 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,017,586 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,022,586 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (8 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | THE RUDERMAN INCLUSION SUMMIT WILL BRING TOGETHER ALL STAKEHOLDERS IN |
| 1A | OUR COMMUNITY TO FOSTER STRATEGIC ADVOCACY AND AWARENESS, PEER TO PEER |
| 1A | LEARNING, BEST PRACTICE, NETWORKING AND MORE. THE SUMMIT WILL FEATURE |
| 1A | INTERNATIONALLY RECOGNIZED LEADERS IN THE FIELD, SPEAKING AND ENGAGING |
| 1A | WITH ATTENDEES ON THE CRITICAL ISSUES OF EDUCATION, HOUSING, |
| 1A | EMPLOYMENT, COMMUNITY, AND RELIGIOUS LIFE. |
| 1B | THE JEWISH LEADERSHIP INSTITUTE IS A LEADERSHIP TRAINING PROGRAM |
| 1B | FOCUSING ON INCLUSION FOR LEADERS OF JEWISH ORGANIZATIONS. |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $39,188 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35,269 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS/OBLIGATIONS/HOLDINGS | BondNm |
| EOY Book Value | $31,349,609 | EOYBookValueAmt |
| EOYFMV | $31,502,929 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $123,696,586 | $140,395,418 |
| REAL ESTATE FUNDS | $1,030,194 | $967,060 |
| COMMODITIES | $2,916,755 | $2,999,590 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CONVERTIBLE NOTE - THE AFFINITY PROJECT | AT COST | $100,000 | $100,000 |
| CONVERTIBLE NOTE - ANGEL SENSE LTD | AT COST | $370,000 | $370,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $29,470 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,523 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD TIMING ADJUSTMENT | Desc |
| Amt | $420,503 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SERVICES | $47,315 | $0 | $42,584 |
| DUES AND SUBSCIPTIONS | $46,427 | $0 | $41,784 |
| PROGRAM DEVELOPMENT & STRATEGY | $140,505 | $0 | $140,505 |
| INSURANCE | $3,200 | $0 | $2,880 |
| OFFICE EXPENSE | $51,045 | $0 | $45,941 |
| ORGANIZATIONAL DEVELOPMENT | $13,185 | $0 | $13,185 |
| PROGRAM EXPENSES AND MATERIALS | $582,697 | $0 | $582,697 |
| PAYROLL SERVICE | $4,773 | $0 | $4,296 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RUDERMAN INCLUSION SUMMIT | Desc |
| Revenue And Expenses Per Books | $5,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $5,000 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $3,241 | BOYBookValueAmt |
| EOY Book Value | $23,077 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $289,641 | Amt |
| Net Investment Income | $289,641 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $47,144 | $47,144 | $0 |
| PAYROLL TAXES | $69,612 | $0 | $62,651 |
| FEDERAL & STATE TAXES | $200,500 | $0 | $500 |