RUDERMAN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RUDERMAN FAMILY FOUNDATION (EIN 04-3334973)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201843179349101169
- Schema version
- 2017v2.3
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees 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 | 2018-11-13T12:04:23-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 99 SUMMER STREET SUITE 520 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | TRUSTEE | PersonTitleTxt |
| Phone | 6175599919 | PhoneNum |
| Signature | 2018-11-12 | 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 | 6172368098 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.164.241.209 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-12 | IPDt |
| IP Tm | 17:46:24 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8A06FEF07356F7C90A9824A760A1509B37C56892 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8DC92C9B4BD95D1FF0A435EF60B414482A7E6603 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $183,577,966 | 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 | $20,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $310,740 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $310,740 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,459,756 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,459,756 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,486,935 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,049,957 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,486,935 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $174,082 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$3,047 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,452,013 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,254,384 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $456,794 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $411,115 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $520,705 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $468,634 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $127,142 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $114,428 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,066 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,066 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,281 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $37,153 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $270,472 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $270,472 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $226,137 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $41,760 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $62,489 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $63,113 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $63,113 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $105,302 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $94,772 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,365,458 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,346,706 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,182,470 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $312,232 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,604,476 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,334,016 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,334,016 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,516,486 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $312,232 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,938,492 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $935,527 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,942,152 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $558,438 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,263,484 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,263,484 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $134,089,666 | CorporateStockBOYAmt |
| Corporate Stock EOY | $135,449,028 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $158,987,598 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $23,810,156 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $22,721,333 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $22,848,297 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $518,900 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $478,587 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $478,587 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $158,977,160 | TotalAssetsBOYAmt |
| Total Assets EOY | $159,912,432 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $183,577,966 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,496 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,241 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,496 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,241 | 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 | $158,973,664 | RetainedEarningBOYAmt |
| Retained Earning EOY | $159,909,191 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $158,973,664 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $159,909,191 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $158,977,160 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $159,912,432 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $158,973,664 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $935,527 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $159,909,191 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $159,909,191 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| NORTHERN TRUST #6858 | P | 2017-12-31 | $4,667,939 | $4,674,920 | -$6,981 | -$6,981 |
| NORTHERN TRUST #6858 | P | 2017-12-31 | $14,968,187 | $13,888,364 | $1,079,823 | $1,079,823 |
| FROM K-1: PRIVATE EQUITY PORTFOLIO TECH FUND | P | 2017-12-31 | $89 | $89 | ||
| FROM K-1: PRIVATE EQUITY PORTFOLIO FUND II | P | 2017-12-31 | -$5 | -$5 | ||
| FROM K-1: PRIVATE EQUITY PORTFOLIO FUND II | P | 2017-12-31 | $178 | $178 | ||
| CAPITAL GAINS DIVIDENDS | P | $413,831 | $413,831 | $413,831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,486,935 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,980,793 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $172,321,234 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040510 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,182,324 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $175,490,624 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046625 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,172,592 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $159,035,506 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038813 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,495,420 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $117,163,864 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046904 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,043,560 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $68,490,595 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059038 | DistributionYr5Rt |
| Total Distribution | 0.231890 | TotalDistributionRt |
| Average Distribution | 0.046378 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $177,635,178 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,238,364 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $89,422 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,327,786 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,938,492 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $178,843 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $178,843 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $178,843 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $159,771 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $80,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $239,771 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $340 | EsPenaltyAmt |
| Overpayment | $60,588 | OverpaymentAmt |
| Applied To ES Tax | $60,588 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 | 50.00 | $220,897 | $19,981 | $0 |
| SHARON ELLEN SHAPIRO | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | TRUSTEE | 30.00 | $85,897 | $19,981 | $0 |
| TODD ADAM RUDERMAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVEN P ROSENTHAL | ||||||||
| 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 | $584 | $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 |
|---|---|---|---|---|---|---|---|---|
| DVIR ASSOULINE | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | ADVOCACY & COMMUNICA | 40.00 | $112,230 | $12,268 | $0 |
| LISA R GUINARD | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | BUSINESS MANAGER | 40.00 | $100,561 | $8,714 | $0 |
| JASMINE GOTHELF | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | PROGRAM OFFICER | 40.00 | $68,083 | $10,507 | $0 |
| KRISTINA KOPIC | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | ADVOCACY CONTENT SPE | 40.00 | $64,392 | $9,768 | $0 |
| MIRIAM HAYMAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | PROGRAM OFFICER | 40.00 | $62,475 | $3,148 | $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 | $270,472 | 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 | $178,852,641 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,487,641 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $180,340,282 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $180,340,282 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,705,104 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $177,635,178 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,881,759 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,881,759 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $178,843 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $178,843 | TotalTaxAmt |
| Distributable Before Adj | $8,702,916 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,702,916 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,702,916 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,938,492 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,938,492 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,938,492 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,702,916 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $702,053 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $702,053 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,938,492 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,938,492 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $702,053 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $702,053 | 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 | $62,371 | 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) |
|---|---|---|
| Contributing Manager | MARCIA RUDERMAN | ContributingManagerNm |
| 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 (67 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 70 FACES MEDIA (JTA) | ||||||||||
| 25 WEST 45TH STREET SUITE 1405 | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| ABLE THRIVE | ||||||||||
| 1448 PINE STREET UNIT 206 | SAN FRANCISCO | CA | 94109 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| AMERICAN FRIENDS OF BAR ILAN UNIVERSITY | ||||||||||
| 160 E 56TH ST 5 | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||
| AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO | ||||||||||
| 25 WEST 45TH STREET SUITE 1405 | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $45,000 | |||
| AMERICAN FRIENDS OF REUT INSTITUTE | ||||||||||
| 8383 WILSHIRE BLVD 400 | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $41,500 | |||
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | ||||||||||
| 39 BROADWAY SUITE 1510 | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $150,000 | |||
| AMERICAN JEWISH JOINT DISTRIBUTION COMM | ||||||||||
| 711 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $375,000 | |||
| AMERICAN SOCIETY OF THE UNIV OF HAIFA | ||||||||||
| 80 BROAD STREET | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $260,000 | |||
| AMIT NEW ENGLAND | ||||||||||
| 817 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| ANGEL CITY SPORTS | ||||||||||
| 1300 MIDVALE AVENUE NO 405 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| ASPERGERAUTISM NETWORK | ||||||||||
| 51 WATER STREET 206 | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |||
| B'NAI TORAH CONGREGATION | ||||||||||
| 6261 SW 18TH STREET | BOCA RATON | FL | 33433 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| BOCA RATON SOCIETY FOR THE DISABLED TP | ||||||||||
| 306 NW 35TH STREET | BOCA RATON | FL | 33431 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| BOSTON JEWISH FILM FESTIVAL | ||||||||||
| 1001 WATERTOWN STREET 3RD FLOOR | WEST NEWTON | MA | 02465 | 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 | |||
| BOYS AND GIRLS CLUBS OF DORCHESTER | ||||||||||
| 1135 DORCHESTER AVENUE | DORCHESTER | MA | 02125 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |||
| BRIAN D SILBER MEMORIAL FUND | ||||||||||
| 18 ROADHEATH | PEABODY | MA | 01960 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | |||
| BROOKLINE COMMUNITY MENTAL HEALTH CENTER | ||||||||||
| 41 GARRISON ROAD | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $30,000 | |||
| COMBINED JEWISH PHILANTHROPIES | ||||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,195,260 | |||
| CONGREGATION BETH ISRAEL | ||||||||||
| 701 FARMINGTON AVE | WEST HARTFORD | CT | 06119 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| CONGREGATION KEHILLATH ISRAEL | ||||||||||
| 384 HARVARD ST | BROOKLINE | MA | 02446 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| EPSTEIN HILLEL SCHOOL | ||||||||||
| SIX COMMUNITY SCHOOL | MARBLEHEAD | MA | 01945 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |||
| FALMOUTH JEWISH CONGREGATION | ||||||||||
| 7 HATCHVILLE ROAD | FALMOUTH | MA | 02536 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| FOUNDATION FOR JEWISH CAMPS INC | ||||||||||
| 253 WEST 35TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $38,100 | |||
| GATEWAYS ACCESS TO JEWISH EDUCATION | ||||||||||
| 333 NAHANTON SREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $139,750 | |||
| GREATER BOSTON FOOD BANK | ||||||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,800 | |||
| HARKIN INSTITUTE | ||||||||||
| PO BOX 1848 | DES MOINES | IA | 50305 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| HILLEL FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $253,500 | |||
| HOLOCAUST SURVIVORS FOUNDATION | ||||||||||
| 1200 ANASTASIA AVENUE SUITE 300 | CORAL GABLES | FL | 33134 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |||
| INTERNATIONAL DOWN SYNDROME COALITION | ||||||||||
| PO BOX 1186 | SUISUN CITY | CA | 94585 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |||
| ISRAELI DANCE INSTITUTE INC | ||||||||||
| 225 WEST 34TH STREET | NEW YORK | NY | 10122 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,800 | |||
| JEWISH AGENCY FOR ISRAEL (JAFI) | ||||||||||
| 633 THIRD AVENUE SUITE 2100 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $150,000 | |||
| JEWISH BIG BROTHERS BIG SISTERS | ||||||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,500 | |||
| 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 COMMUNITY RELATIONS COUNCIL (JCRC) | ||||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,800 | |||
| JEWISH CREATIVITY INTERNATIONAL | ||||||||||
| 2472 BROADWAY 331 | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| JEWISH FAMILY SERVICE | ||||||||||
| 4131 S BRAESWOOD BLVD | HOUSTON | TX | 77025 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,600 | |||
| 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 | $18,000 | |||
| JOYCE BANDA FOUNDATION INTERNATIONAL | ||||||||||
| 4083 BRITWELL PLACE | FAIRFAX | VA | 22033 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |||
| JTA-MJL NEW CORP | ||||||||||
| 24 W 30TH ST 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $14,570 | |||
| 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 | $25,000 | |||
| MACHNE ISRAEL INC | ||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $251,850 | |||
| MARRIOT FOUNDATION FOR PWD | ||||||||||
| 10400 FERNWOOD ROAD | BETHESDA | MD | 20817 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| MASSACHUSETTS SIBLING SUPPORT NETWORK | ||||||||||
| 105 PRESCOTT ROAD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| NAMI MASS | ||||||||||
| 53 PARK AVENUE | NEWTON | MA | 25458 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $360 | |||
| NATIONAL RAMAH COMMISSION | ||||||||||
| 3080 BROADWAY 4TH FLOOR | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $116,666 | |||
| NEW ENGLAND JEWISH LABOR COMMITTEE | ||||||||||
| 18 TREMONT STREET SUITE 320 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $300 | |||
| NORTHEAST ARC | ||||||||||
| 1 SOUTHSIDE ROAD | DANVERS | MA | 01923 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,800 | |||
| 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 | $300,000 | |||
| PLAY BRIGADE | ||||||||||
| PO BOX 67076 | CHESTNUT HILL | MA | 02467 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |||
| POSES FAMILY FOUNDATION | ||||||||||
| 145 HUDSON STREET SUITE 5B | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,500 | |||
| PROF BASEBALL ATHLETIC TRAINERS SOCIETY | ||||||||||
| 2001 BLAKE STREET | DENVER | CO | 80205 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| RUDERMAN FAMILY FOUNDATION ISRAEL (AMUTAH) | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,050,000 | 12 ELI HOROVITZ | REHOVOT | IS | ||||
| SOLO ONE PRODUCTIONS INC | ||||||||||
| 10340 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |||
| SOLOMON SCHECTER DAY SCHOOL | ||||||||||
| 125 WELLS AVENUE | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| SUMMER BEIT MIDRASH INC | ||||||||||
| 63 SOUTH PLEASANT STREET | SHARON | MA | 02067 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| UNDERSTANDING OUR DIFFERENCES | ||||||||||
| 100 WALNUT ST | NEWTON | MA | 02460 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| UNION FOR REFORM JUDAISM (URJ) | ||||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200,000 | |||
| UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM | ||||||||||
| 120 BROADWAY SUITE 1540 | NEW YORK | NY | 10271 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $125,000 | |||
| UNIVERSITY OF DELAWARE | ||||||||||
| 111 ALISON HALL | NEWARK | DE | 19711 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| URJ EISNER AND CRANE LAKE CAMPS | ||||||||||
| 160 CHUBB AVENUE SUITE 207 | LYNDHURST | NJ | 07071 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $360 | |||
| US INTL COUNCIL ON DISABILITIES | ||||||||||
| 2013 H STREET NW 2ND FLOOR | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,344,016 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| RUDERMAN INCLUSION SUMMIT | $159,975 |
| JEWISH LEADERSHIP INSTITUTE | $17,154 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $310,740 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,459,756 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,486,935 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| SCHEDULE K-1 - PRIVATE EQUITY PORTFOLIO FUND, III, LLC | 211110 | 14 | -$582 |
| SCHEDULE K-1 - PRIVATE EQUITY PORTFOLIO TECHNOLOGY FUND, LLC | 211110 | 14 | -$1,200 |
| NORTHERN TRUST - MISC INCOME | 211110 | 14 | -$1,265 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,254,384 | ExclusionAmt |
| Related Or Exempt Function Incm | $177,129 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,431,513 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARKNINJA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 WELLS AVENUE | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $41,281 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,153 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS/OBLIGATIONS/HOLDINGS | BondNm |
| EOY Book Value | $22,721,333 | EOYBookValueAmt |
| EOYFMV | $22,848,297 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $130,811,254 | $153,720,867 |
| REAL ESTATE FUNDS | $1,343,042 | $1,401,396 |
| COMMODITIES | $3,294,732 | $3,865,335 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST IN PARTNERSHIPS | AT COST | $8,587 | $8,587 |
| 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 | $6,066 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,066 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMUNICATIONS | $93,145 | $0 | $93,145 |
| COMPUTER SERVICES | $66,665 | $0 | $59,999 |
| DUES AND SUBSCIPTIONS | $74,814 | $0 | $67,333 |
| PROGRAM DEVELOPMENT & STRATEGY | $53,073 | $0 | $53,073 |
| INSURANCE | $4,861 | $0 | $4,375 |
| OFFICE EXPENSE | $36,508 | $0 | $32,857 |
| ORGANIZATIONAL DEVELOPMENT | $26,649 | $0 | $26,649 |
| PROGRAM EXPENSES AND MATERIALS | $1,005,065 | $0 | $1,005,065 |
| PAYROLL SERVICE | $4,678 | $0 | $4,210 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| RUDERMAN INCLUSION SUMMIT | $159,975 | $159,975 | |
| JEWISH LEADERSHIP INSTITUTE | $17,154 | $17,154 | |
| SCHEDULE K-1 - PRIVATE EQUITY PORTFOLIO FUND, III, LLC | -$582 | -$582 | -$582 |
| SCHEDULE K-1 - PRIVATE EQUITY PORTFOLIO TECHNOLOGY FUND, LLC | -$1,200 | -$1,200 | -$1,200 |
| NORTHERN TRUST - MISC INCOME | -$1,265 | -$1,265 | -$1,265 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $3,496 | BOYBookValueAmt |
| EOY Book Value | $3,241 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $270,472 | Amt |
| Net Investment Income | $270,472 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $41,760 | $41,760 | $0 |
| PAYROLL TAXES | $68,877 | $0 | $61,989 |
| FEDERAL & STATE TAXES | $115,500 | $0 | $500 |
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