SIDMAN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SIDMAN FAMILY FOUNDATION (EIN 20-3867727)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-14
- IRS object ID
- 201933189349103983
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T21:19:17-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203867727 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SIDMAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIDM | BusinessNameControlTxt |
| Phone | 6462135100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 HIGH STREET 3RD FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOPE SIDMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6462135100 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALISON ANDERSEN | PreparerPersonNm |
| PTIN | P00826218 | PTIN |
| Phone | 6462135100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.116.81.121 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 21:18:02 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4869E5F49B9973F149F13A18DEB0F85868CD0247 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 88073FDB48F12F1BC12D85A4758BE242193F4228 | 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 | $9,719,349 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $114,810 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,810 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$475,436 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $33,525 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $33,525 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$327,101 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $148,335 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $95,580 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48,161 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $47,419 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $214,301 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $213,701 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $600 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $309,881 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $261,862 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $48,019 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,274,185 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,274,185 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,584,066 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $261,862 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,322,204 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,911,167 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,379,527 | CashBOYAmt |
| Cash EOY | $5,757,396 | CashEOYAmt |
| Cash EOYFMV | $5,757,396 | CashEOYFMVAmt |
| Other Investments BOY | $7,483,984 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,205,676 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,961,953 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,863,511 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,963,072 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,719,349 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $88,339 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $99,067 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $88,339 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $99,067 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,775,172 | UnrestrictedBOYAmt |
| Unrestricted EOY | $8,864,005 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,775,172 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,864,005 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,863,511 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,963,072 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,775,172 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,911,167 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,864,005 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,864,005 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| FROM K-1 - DOCKYARD CAPITAL FUND LP | P | -$34,018 | -$34,018 |
| FROM K-1 - GALLATIN POINT CAPITAL PARTNERS LP | P | $68 | $68 |
| FROM K-1 - BERKSHIRE FUND VII LP | P | $60,937 | $60,937 |
| FROM K-1 - BERKSHIRE FUND VII (OS) LP | P | $134,312 | $134,312 |
| FROM K-1 - RIVA CAPITAL PARTNERS II LP | P | -$5,012 | -$5,012 |
| FROM K-1 - TBC OFFSHORE LTD | P | -$631,723 | -$631,723 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$475,436 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,089,496 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,723,951 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.092929 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,235,148 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,703,522 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.105536 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,463,926 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,186,359 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.130867 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,027,585 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,523,607 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070753 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $39,300 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,640,517 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.003693 | DistributionYr5Rt |
| Total Distribution | 0.403778 | TotalDistributionRt |
| Average Distribution | 0.080756 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,692,862 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $782,757 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $782,757 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,322,204 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,000 | OverpaymentAmt |
| Applied To ES Tax | $18,000 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | SIDMAN OFFICE | IndividualWithBooksNm |
| Phone | 6175741163 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 HIGH STREET 3RD FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2013 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| PAULA M SIDMAN | ||||||||
| 1 SLOANS CURVE DRIVE | PALM BEACH | FL | 33480 | PRES/DIR | 5.00 | $0 | $0 | $0 |
| HOPE SIDMAN | ||||||||
| 6 NEWBURY ST 5TH FLOOR | BOSTON | MA | 02116 | TREAS/DIR | 5.00 | $0 | $0 | $0 |
| MATHEW K SIDMAN | ||||||||
| 297 COMMONWEALTH AVE UNIT 6 | BOSTON | MA | 02115 | CLERK/DIR | 5.00 | $0 | $0 | $0 |
| J ROBERT CASEY | ||||||||
| 400 ATLANTIC AVE | BOSTON | MA | 02110 | ASST CLERK | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $5,075,953 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,764,516 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,840,469 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,840,469 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $147,607 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,692,862 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $484,643 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $484,643 | MinimumInvestmentReturnAmt |
| Income Tax | $1,293 | IncomeTaxAmt |
| Total Tax | $1,293 | TotalTaxAmt |
| Distributable Before Adj | $483,350 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $483,350 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $483,350 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,322,204 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,322,204 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,322,204 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $483,350 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Total For Prior Years | $530,995 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $491,695 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $842,399 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $652,110 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $580,142 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,566,346 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,322,204 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $483,350 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $838,854 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,405,200 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $530,995 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $530,995 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $491,695 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,913,505 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $842,399 | ExcessFromYear3Amt |
| Excess From Year2 | $652,110 | ExcessFromYear2Amt |
| Excess From Year1 | $580,142 | ExcessFromYear1Amt |
| Excess From Current Year | $838,854 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARLINGTON STREET CHURCH | ||||||||
| 351 BOLYSTON STREET | BOSTON | MA | 02116 | NONE | PC | PAVING PROJECT | $5,000 | |
| BBBS MASSACHUSETTS BAY | ||||||||
| 75 FEDERAL ST 8TH FL | BOSTON | MA | 02110 | NONE | PC | DONATION | $8,400 | |
| BETH ISRAEL SYNAGOGUE | ||||||||
| 12604 PACIFIC STREET | OMAHA | NE | 68154 | NONE | PC | DONATION FOR A "FAMILY FULL PAGE" LISTING IN THE BOOK OF REMEMBRANCE | $180 | |
| BOSTON CHILDREN'S HOSPITAL | ||||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02115 | NONE | PC | DONATION FOR 2018 BOSTON INVESTMENT CONFERENCE | $100,000 | |
| BOSTON MEDICAL CENTER | ||||||||
| 801 MASSACHUSETTS AVENUE 1ST FLOOR | BOSTON | MA | 02118 | NONE | PC | FOOD FOR THOUGHT FUND | $2,000 | |
| BOYS AND GIRLS CLUBS OF BOSTON | ||||||||
| 200 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | NONE | PC | DONATION | $10,000 | |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||
| 116 HUNTINGTON AVE THIRD FLOOR | BOSTON | MA | 02116 | NONE | PC | DONATION | $201,000 | |
| BUCKINGHAM BROWNE AND NICHOLS SCHOOL | ||||||||
| 80 GERRYS LANDING ROAD | CAMBRIDGE | MA | 02138 | NONE | PC | IN HONOR OF THE CLASS OF 1988'S 30TH REUNION | $88,333 | |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC | ||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PC | DONATION | $303,000 | |
| COTUIT LIBRARY | ||||||||
| PO BOX 648 | COTUIT | MA | 02635 | NONE | PC | DONATION | $500 | |
| DUKE UNIVERSITY | ||||||||
| BOX 90581 | DURHAM | NC | 27708 | NONE | PC | IN SUPPORT OF THE TRINITY COLLEGE ANNUAL FUND | $20,000 | |
| EB RESEARCH PARTNERSHIP | ||||||||
| 132 EAST 43RD ST NO 432 | NEW YORK | NY | 10017 | NONE | PC | ACTION FOR JACKSON 2018 | $10,000 | |
| EMERALD NECKLACE CONSERVANCY | ||||||||
| 125 FENWAY | BOSTON | MA | 02115 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| FRIENDS OF THE PUBLIC GARDEN | ||||||||
| 69 BEACON STREET | BOSTON | MA | 02108 | NONE | PC | SUPPORT OF THE GREEN AND WHITE BALL | $25,000 | |
| HASSENFELD CHILDREN'S CENTER FOR CANCER | ||||||||
| 160 EAST 32ND STREET 3RD FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| HEBREW SENIOR LIFE | ||||||||
| 1200 CENTRE STREET | BOSTON | MA | 02131 | NONE | PC | GIFT GIVEN IN MEMORY OF TOBY KRAMER | $10,000 | |
| HILL HOUSE | ||||||||
| 127 MOUNT VERNON STREET | BOSTON | MA | 02108 | NONE | PC | SUPPORT PROGRAMS | $1,500 | |
| HOW | ||||||||
| 360 CYPRESS DRIVE SUITE 4 | JUPITER | FL | 33469 | NONE | PC | TIME OF ESSENCE LUNCHEON | $1,000 | |
| INSTITUTE OF CONTEMPORARY ART | ||||||||
| 25 HARBOR SHORE DRIVE | BOSTON | MA | 02210 | NONE | PC | DONATION | $5,000 | |
| ISRAELI DANCE FESTIVAL DC INC | ||||||||
| 7067 WOLFTREE LANE | ROCKVILLE | MD | 20852 | NONE | PC | IN MEMORY OF RUTH PREUSS | $100 | |
| JCC GREATER BOSTON | ||||||||
| 333 NAHANTON STREET | NEWTON | MA | 024593213 | NONE | PC | DONATION | $197,360 | |
| JOINT DISTRIBUTION COMMITTEE | ||||||||
| 220 E 42ND STREET | NEW YORK | NY | 10017 | NONE | PC | IN MEMORY OF MARVIN SCHULWEIS | $100 | |
| JDRF | ||||||||
| 3 IDLEWILE LANE | WESTON | MA | 02493 | NONE | PC | DONATION | $5,000 | |
| JEWISH BIG BROTHER BIG SISTER | ||||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | PC | DONATION | $1,300 | |
| MANDEL JCC OF GREATER PALM BEACH | ||||||||
| 5221 HOOD ROAD | PALM BEACH GARDENS | FL | 33418 | NONE | PC | SUPPORT OF THE ANNUAL CAMPAIGN | $10,000 | |
| MAX COURAGE | ||||||||
| 263 HUNTINGTON AVE 366 | BOSTON | MA | 02115 | NONE | PC | MAX WARBURG COURAGE CURRICULUM | $500 | |
| MORSELIFE HEALTH SYSTEM | ||||||||
| 4847 FRED GLADSTONE DRIVE | WEST PALM BEACH | FL | 33417 | NONE | PC | DONATION | $500 | |
| MSPCA ANGELL | ||||||||
| 350 SOUTH HUNTINGTON | BOSTON | MA | 02130 | NONE | PC | GIFT GIVEN IN SUPPORT OF THE RAISE THE WOOF GALA IN HONOR OF THE GIFFORD FAMILY | $24,100 | |
| MSPCA CAPE COD | ||||||||
| 1577 FALMOUTH ROAD | CENTERVILLE | MA | 02632 | NONE | PC | DONATION | $2,500 | |
| ONE SUMMIT | ||||||||
| 4 HIGH STREET SUITE 128 | NORTH ANDOVER | MA | 01845 | NONE | PC | DONATION | $5,000 | |
| PALM BEACH COUNTRY CLUB FOUNDATION | ||||||||
| 760 NORTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | NONE | PC | DONATION MADE TO FULFILL THE ANNUAL PHILANTHROPIC PLEDGE | $2,000 | |
| PAN-MASSACHUSETTS CHALLENGE | ||||||||
| 121 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | NONE | PC | SUPPORT THE INNOVATIVE WORK OF DOCTORS, NURSES, AND SCIENTISTS AT DANA-FARBER CANCER INSTITUTE. | $7,000 | |
| PLANNED PARENTHOOD LEAGUE OF MA | ||||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 022151001 | NONE | PC | DONATION | $10,000 | |
| PROJECT HOPE | ||||||||
| 550 DUDLEY STREET | ROXBURY | MA | 02119 | NONE | PC | DONATION | $262 | |
| RIVERDALE COUNTRY SCHOOL | ||||||||
| 5250 FIELDSTON RD | BRONX | NY | 10471 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| SIGNAL 30 FUND | ||||||||
| 48 HOWARD STREET | ALBANY | NY | 12207 | NONE | PC | DONATION | $5,000 | |
| TEAM IMPACT | ||||||||
| 500 VICTORY RD 4TH FLOOR | QUINCY | MA | 02171 | NONE | PC | GENERAL SUPPORT | $48,300 | |
| TEMPLE EMANUEL | ||||||||
| 385 WARD STREET | NEWTON | MA | 02459 | NONE | PC | DONATION | $50,000 | |
| THAYER ACADEMY | ||||||||
| 745 WASHINGTON STREET | BRAINTREE | MA | 02184 | NONE | PC | DONATION | $10,000 | |
| THE BOSTON FOUNDATION | ||||||||
| 75 ARLINGTON STREET 3RD FLOOR | BOSTON | MA | 02116 | NONE | PC | DONATION | $10,000 | |
| THE SHED | ||||||||
| 545 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | PC | DONATION | $1,000 | |
| THE STEPPINGSTONE FOUNDATION | ||||||||
| 1 APPLETON STREET 4TH FLOOR | BOSTON | MA | 02116 | NONE | PC | DONATION | $7,750 | |
| THE WILY NETWORK | ||||||||
| 16 WARREN ROAD | DEDHAM | MA | 02026 | NONE | PC | HONOR ALISON HIRSCH | $2,500 | |
| TRIBECA FILM INSTITUTE | ||||||||
| 32 AVENUE OF THE AMERICAS 27TH | NEW YORK | NY | 10013 | NONE | PC | DONATION | $30,000 | FLOOR |
| UNICEF USA | ||||||||
| 125 MAIDEN LN | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| UNITED WAY OF MA BAY | ||||||||
| PO BOX 51381 | BOSTON | MA | 022051381 | NONE | PC | DONATION | $25,000 | |
| VILNA SHUL | ||||||||
| 18 PHILLIPS STREET | BOSTON | MA | 02114 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| WIDE HORIZONS FOR CHILDREN | ||||||||
| 375 TOTTEN POND RD SUITE 400 | WALTHAM | MA | 02451 | NONE | PC | DONATION | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,274,185 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,810 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $33,525 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$475,436 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$360,626 | ExclusionAmt |
| Related Or Exempt Function Incm | $33,525 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$327,101 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 7 | INCOME GENERATED FROM INVESTMENT PARTNERSHIPS HELD BY THE FOUNDATION |
| 8 | INCOME GENERATED FROM INVESTMENT PARTNERSHIPS HELD BY THE FOUNDATION |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BERKSHIRE FUND IX-A (IND) LP | AT COST | $457,635 | $458,694 |
| BERKSHIRE FUND VII LP | AT COST | $201,689 | $287,589 |
| BERKSHIRE FUND VII (OS) LP | AT COST | $8,297 | $38,947 |
| CORVEX OFFSHORE | AT COST | $1,000,000 | $1,586,805 |
| DOCKYARD CAPITAL FUND LP | AT COST | $1,436,972 | $1,436,972 |
| GALLATIN POINT CAPITAL PARTNERS AIV A LP | AT COST | $40,753 | $40,753 |
| GALLATIN POINT CAPITAL PARTNERS LP | AT COST | $60,330 | $60,330 |
| RIVA CAPITAL PARTNERS II LP | AT COST | $0 | $51,863 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $193,639 | $193,639 | $0 |
| ACCOUNTING FEES | $1,200 | $600 | $600 |
| FROM K-1S - PORTFOLIO DEDUCTIONS | $18,018 | $18,018 | $0 |
| NONDEDUCTIBLE EXPENSES | $25 | $25 | $0 |
| FILING FEES | $35 | $35 | $0 |
| BANK CHARGES | $2 | $2 | $0 |
| MISCELLANEOUS FEES | $1,382 | $1,382 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORDINARY INCOME FROM PARTNERHSIPS | $10,360 | $10,360 | $10,360 |
| MISCELLANEOUS INCOME FROM PARTNERSHIPS | $23,165 | $23,165 | $23,165 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN RIVA CAPITAL PARTNERS II LP | Desc |
| BOY Book Value | $88,339 | BOYBookValueAmt |
| EOY Book Value | $99,067 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES PAID | $94,838 | $47,419 | $47,419 |
| FOREIGN TAXES PAID | $742 | $742 | $0 |
Comments