2019-11-18T06:43:24-06:00 2018-12-31 050409384 KAHN LITWIN RENZA & CO LTD 951 NORTH MAIN STREET PROVIDENCE RI 02904 990PF 2018-01-01 043334973 RUDERMAN FAMILY FOUNDATION RUDE 6175599919 2150 WASHINGTON STREET NEWTON MA 02462 JAY RUDERMAN PRESIDENT 6175599919 2019-11-17 1 PAUL NADEAU P01406554 4012742001 38.111.239.2 2019-11-17 21:58:19 ES P 2F85E008C48DD5A141159495B2D1781CA3E157FD 69F2A77B01E02B73E73BDDC5955EF33A27779563 2018 2020-03-31 21:24:44Z X 177550381 X 1000 X 363149 363149 7507960 7507960 2146477 38132434 2146477 5000 0 10023586 10017586 456173 0 410556 548166 0 493349 176849 0 159164 29470 0 26523 39188 0 35269 289641 289641 0 317256 47144 63151 67919 0 67919 104160 0 93744 889147 0 873872 2917969 336785 2223547 5938854 5938854 8856823 336785 8162401 1166763 9680801 1263484 1215384 1215384 135449028 127643535 144362068 22721333 31349609 31502929 478587 470000 470000 159912432 160678528 177550381 3241 23077 3241 23077 X 0 0 0 0 159909191 160655451 159909191 160655451 159912432 160678528 159909191 1166763 0 161075954 420503 160655451 NORTHERN TRUST #6858 P 2018-12-31 9379007 9600447 -221440 -221440 NORTHERN TRUST #6858 P 2018-12-31 28531224 26385315 2145909 2145909 FROM K-1: PRIVATE EQUITY PORTFOLIO FUND II P 2018-12-31 -195 -195 CAPITAL GAINS DIVIDENDS P 222203 222203 222203 2146477 0 7938492 177635178 0.044690 6980793 172321234 0.040510 8182324 175490624 0.046625 6172592 159035506 0.038813 5495420 117163864 0.046904 0.217542 0.043508 180165060 7838621 96808 7935429 8162401 X 96808 0 96808 0 96808 180588 0 0 180588 0 83780 83780 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 WWW.RUDERMANFOUNDATION.ORG JAY RUDERMAN 6175599919 2150 WASHINGTON STREET NEWTON MA 02462 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 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 220587 22417 0 SHARON ELLEN SHAPIRO 2150 WASHINGTON STREET NEWTON MA 02462 COMMUNITY LIAISON & TRUSTEE 30.00 85586 21916 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 150000 1050 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 102101 13468 0 LISA R GUINARD 2150 WASHINGTON STREET NEWTON MA 02462 FORMER BUSINESS MANA 40.00 112400 8998 0 MIRIAM HEYMAN 2150 WASHINGTON STREET NEWTON MA 02462 PROGRAM OFFICER 40.00 70904 3508 0 AMY KAPLAN 2150 WASHINGTON STREET NEWTON MA 02462 ASSISTANT 40.00 53677 6588 0 RINAT KISIN 2150 WASHINGTON STREET NEWTON MA 02462 PROGRAM OFFICER 40.00 58635 0 0 MEIR ZIMMERMAN 2150 WASHINGTON STREET NEWTON MA 02462 LINK20 COORDINATOR 40.00 41031 9488 0 0 THE NORTHERN TRUST COMPANY ONE INTERNATIONAL PLACE STE 1600 BOSTON MA 02110 INVESTMENT ADVISOR 289641 0 0 181500634 1408056 0 182908690 0 0 182908690 2743630 180165060 9008253 9008253 96808 96808 8911445 0 8911445 0 8911445 8162401 0 8162401 96808 8065593 8911445 62371 0 0 8162401 62371 0 0 8100030 0 0 0 0 0 0 0 0 811415 0 0 0 X SHARON E SHAPIRO 2150 WASHINGTON STREET NEWTON MA 02462 6175999919 NOT APPLICABLE NONE ORGANIZATIONS MUST QUALIFY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ABLE THRIVE 1448 PINE STREET UNIT 206 SAN FRANCISCO CA 94109 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 ACHIEVA 711 BINGHAM STREET PITTSBURGH PA 15203 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 ADAPTIVE SPORTS NEW ENGLAND INC 89 SOUTH STREET SUITE 603 BOSTON MA 02111 NONE PUBLIC CHARITY GENERAL PURPOSE 25000 AMERICAN ISRAEL EDUCATION FOUND (AIEF) 251 H STREET NW WASHINGTON DC 20001 NONE PUBLIC CHARITY GENERAL PURPOSE 100000 AMERICAN JEWISH JOINT DISTRIBUTION COMM 711 THIRD AVENUE NEW YORK NY 10017 NONE PUBLIC CHARITY GENERAL PURPOSE 280000 AMERICAN SOCIETY OF THE UNIV OF HAIFA 80 BROAD STREET NEW YORK NY 10004 NONE PUBLIC CHARITY GENERAL PURPOSE 253000 ASSN OF UNIV CTRS ON DISABILITIES (AUCD) 1100 WAYNE AVE SUITE 1000 SILVER SPRING MD 20910 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 ASU FOUNDATION NEW AMERICAN UNIVERSITY 300 EAST UNIVERSITY DRIVE TEMPE AZ 85281 NONE PUBLIC CHARITY GENERAL PURPOSE 50000 BOSTON CHILDREN'S HOSPITAL 401 PARK DRIVE 602 BOSTON MA 02215 NONE PUBLIC CHARITY GENERAL PURPOSE 40000 BOYS AND GIRLS CLUBS OF BOSTON INC 3RD FLOOR 200 HIGH ST BOSTON MA 02110 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 BRIAN D SILBER MEMORIAL FUND 18 ROADHEATH PEABODY MA 01960 NONE PUBLIC CHARITY GENERAL PURPOSE 2500 BROOKLINE COMMUNITY MENTAL HEALTH CENTER 41 GARRISON ROAD BROOKLINE MA 02445 NONE PUBLIC CHARITY GENERAL PURPOSE 150000 CITY OF NEWTON 1000 COMMONWEALTH AVENUE NEWTON MA 02459 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON MA 02110 NONE PUBLIC CHARITY GENERAL PURPOSE 1439922 COUNCIL OF YOUNG JEWISH PRESIDENTS 130 E 59TH STREET NEW YORK NY 10022 NONE PUBLIC CHARITY GENERAL PURPOSE 3600 DAUGHTERS OF ISRAEL MIKVAH 101 WASHINGTON STREET BOSTON MA 02135 NONE PUBLIC CHARITY GENERAL PURPOSE 36000 DRAKE UNIVERSITY HARKIN INSTITUTE PO BOX 1848 DES MOINES IA 503051848 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 FIREFIGHTER BEHAVIORAL HEALTH ALLIANCE 3655 W ANTHEM WAY SUITE A109-374 ANTHEM AZ 85086 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 FRIENDSHIP CIRCLE OF MIAMI INC 8700 SW 112 STREET MIAMI FL 33176 NONE PUBLIC CHARITY GENERAL PURPOSE 25000 GANN ACADEMY 333 FOREST STREET WALTHAM MA 02452 NONE PUBLIC CHARITY GENERAL PURPOSE 5506 GATEWAYS ACCESS TO JEWISH EDUCATION 333 NAHANTON SREET NEWTON MA 02459 NONE PUBLIC CHARITY GENERAL PURPOSE 137750 HEBREW COLLEGE 160 HERRICK ROAD NEWTON CENTRE MA 02459 NONE PUBLIC CHARITY GENERAL PURPOSE 3175 HEBREW SENIOR LIFE 1200 CENTRE STREET ROSLINDALE MA 02131 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 HILLEL FOUNDATION FOR JEWISH CAMPUS LIFE 800 8TH ST NW WASHINGTON DC 20001 NONE PUBLIC CHARITY GENERAL PURPOSE 130351 HILLEL FOUNDATION FOR JEWISH CAMPUS LIFE PO BOX 7408252 CHICAGO IL 60674 NONE PUBLIC CHARITY GENERAL PURPOSE 33000 ISRAELI AMERICAN COUNCIL 1320 CENTER STREET NEWTON MA 02459 NONE PUBLIC CHARITY GENERAL PURPOSE 25000 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 50000 JEWISH COMMUNITY CENTER OF GREATER BOSTON 333 NAHANTON STREET NEWTON MA 02459 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 JEWISH COMMUNITY CENTER OF MANHATTAN 334 AMSTERDAM AVE NEW YORK NY 10023 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 JEWISH COMMUNITY CENTER OF NORTH SHORE 4 COMMUNITY ROAD MARBLEHEAD MA 01945 NONE PUBLIC CHARITY GENERAL PURPOSE 25000 JEWISH FEDERATION OF S PALM BEACH 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 JEWISH FUNDERS NETWORK 150 WEST 30TH STREET 900 NEW YORK NY 10001 NONE PUBLIC CHARITY GENERAL PURPOSE 27500 JEWISH JOURNAL 27 CONGRESS ST SUITE 501 SALEM MA 01970 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 JEWISH NATIONAL FUND 42 E 69TH STREET NEW YORK NY 10021 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 JEWISH TEEN INITIATIVE OF GREATER BOSTON 6 COMMUNITY ROAD MARBLEHEAD MA 01945 NONE PUBLIC CHARITY GENERAL PURPOSE 30000 KEREN OR INC 350 7TH AVENUE SUITE 1004 NEW YORK NY 10001 NONE PUBLIC CHARITY GENERAL PURPOSE 1800 LAPPIN FOUNDATION INC 29 CONGRESS STREET SALEM MA 01960 NONE PUBLIC CHARITY GENERAL PURPOSE 15000 MA ADVOCATES FOR CHILDREN 25 KINGSTON STREET 25 BOSTON MA 02111 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 MA GENERAL HOSPITALLURIE CENTER MASS GENERAL DEVELOPMENT OFFICE BOSTON MA 02114 NONE PUBLIC CHARITY GENERAL PURPOSE 100000 MACHNE ISRAEL INC 770 EASTERN PARKWAY BROOKLYN NY 11213 NONE PUBLIC CHARITY GENERAL PURPOSE 227220 MAIMONIDES SCHOOL 34 PHILBRICK RD BROOKLINE MA 02445 NONE PUBLIC CHARITY GENERAL PURPOSE 15000 MARRIOT FOUNDATION FOR PWDT 10400 FERNWOOD ROAD BETHESDA MD 20817 NONE PUBLIC CHARITY GENERAL PURPOSE 150000 MIT SLOAN SCHOOL OF MANAGEMENT 77MASSACHUSETTS AVE CAMBRIDGE MA 02139 NONE PUBLIC CHARITY GENERAL PURPOSE 138000 MMPP LLC - MER MICHAEL PHELPS 7 OCEAN STREET PORTLAND ME 04106 NONE PUBLIC CHARITY GENERAL PURPOSE 50000 MY BROTHER'S KEEPER PO BOX 338 EASTON MA 023560338 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 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 10000 NCSY 113 WASHINGTON STREET BOSTON MA 02135 NONE PUBLIC CHARITY GENERAL PURPOSE 2000 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 137593 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 1000 NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVENUE BOSTON MA 02115 NONE PUBLIC CHARITY GENERAL PURPOSE 30000 PEF ISRAEL ENDOWMENT FUND 630 THIRD AVENUE SUITE 1501 NEW YORK NY 10017 NONE PUBLIC CHARITY GENERAL PURPOSE 70000 PROF BASEBALL ATHLETIC TRAINERS SOCIETY 2001 BLAKE STREET DENVER CO 80205 NONE PUBLIC CHARITY GENERAL PURPOSE 50000 REELABILITIES FILM FESTIVAL 1001 WATERTOWN STREET 3RD FLOOR WEST NEWTON MA 02465 NONE PUBLIC CHARITY GENERAL PURPOSE 45000 RUDERMAN FAMILY FOUNDATION ISRAEL (AMUTAH) 12 ELI HOROVITZ REHOVOT IS NONE PUBLIC CHARITY GENERAL PURPOSE 1760000 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 1000 TUFTS MEDICAL CENTER DEVELOPMENT OFFICE 800 WASHINGTON STREET 231 BOSTON MA 02111 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 TWIN PALMS CENTER FOR THE DISABLED INC 306 NW 35TH STREET BOCA RATON FL 33431 NONE PUBLIC CHARITY GENERAL PURPOSE 2500 UCLA FOUNDATION PO BOX 951476 LOS ANGELES CA 900951476 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 UNDERSTANDING OUR DIFFERENCES 100 WALNUT ST NEWTON MA 02460 NONE PUBLIC CHARITY GENERAL PURPOSE 2500 UNION FOR REFORM JUDAISM (URJ) 633 THIRD AVENUE NEW YORK NY 10017 NONE PUBLIC CHARITY GENERAL PURPOSE 100000 YADHACHAZAKAH JEWISH DISABILITIES 576 FIFTH AVENUE SUITE 903 NEW YORK NY 10036 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 YALE SCHOOL OF DRAMA PO BOX 208244 222 YORK STREET NEW HAVEN CT 06520 NONE PUBLIC CHARITY GENERAL PURPOSE 50000 5938853 0 RUDERMAN INCLUSION SUMMIT 5000 14 363149 14 7507960 18 2146477 0 10017586 5000 10022586 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. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 39188 0 35269 BONDS/OBLIGATIONS/HOLDINGS 31349609 31502929 CORPORATE STOCK 123696586 140395418 REAL ESTATE FUNDS 1030194 967060 COMMODITIES 2916755 2999590 CONVERTIBLE NOTE - THE AFFINITY PROJECT AT COST 100000 100000 CONVERTIBLE NOTE - ANGEL SENSE LTD AT COST 370000 370000 LEGAL FEES 29470 0 26523 PRIOR PERIOD TIMING ADJUSTMENT 420503 COMPUTER SERVICES 47315 0 42584 DUES AND SUBSCIPTIONS 46427 0 41784 PROGRAM DEVELOPMENT & STRATEGY 140505 0 140505 INSURANCE 3200 0 2880 OFFICE EXPENSE 51045 0 45941 ORGANIZATIONAL DEVELOPMENT 13185 0 13185 PROGRAM EXPENSES AND MATERIALS 582697 0 582697 PAYROLL SERVICE 4773 0 4296 RUDERMAN INCLUSION SUMMIT 5000 5000 CREDIT CARD PAYABLE 3241 23077 INVESTMENT FEES 289641 289641 0 FOREIGN TAXES 47144 47144 0 PAYROLL TAXES 69612 0 62651 FEDERAL & STATE TAXES 200500 0 500