SIDMAN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SIDMAN FAMILY FOUNDATION (EIN 20-3867727)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-15
- IRS object ID
- 201833199349101748
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T14:30:30-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 2017-07-01 | 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 | 2018-11-15 | 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 | 38.133.154.11 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 14:29:55 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BBC6FF48F749624228983DC5C77016F783C914CC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2E0617DCF860B22C3F0F9F24470DBB0FF68CD602 | 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 | $12,739,282 | 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 | $36,069 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,069 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,444,025 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,444,025 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,444,025 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $58,706 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $58,706 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,538,800 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,538,800 | 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 | $2,101 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,405 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,392 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,506 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,394 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,114,530 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,114,530 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,152,036 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,394 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,114,530 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,386,764 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,503,406 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,452,220 | CashBOYAmt |
| Cash EOY | $3,379,527 | CashEOYAmt |
| Cash EOYFMV | $3,379,527 | CashEOYFMVAmt |
| Other Investments BOY | $7,936,188 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,483,984 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,359,755 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,388,408 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,863,511 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,739,282 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $88,339 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $88,339 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $9,388,408 | UnrestrictedBOYAmt |
| Unrestricted EOY | $10,775,172 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,388,408 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,775,172 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,388,408 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,863,511 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,388,408 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,386,764 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,775,172 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,775,172 | 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 | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 1,500,000 SHS - SUVRETTA OFFSHORE FUND, LTD | P | 2018-01-01 | $2,211,672 | $2,211,672 | $2,211,672 |
| FROM K-1 - BERKSHIRE FUND VII LP | P | 2017-12-31 | $174,743 | $174,743 | $174,743 |
| FROM K-1 - BERKSHIRE FUND VII (OS) LP | P | 2017-12-31 | $36,244 | $36,244 | $36,244 |
| FROM K-1 - RIVA CAPITAL PARTNERS II LP | P | 2017-12-31 | $21,366 | $21,366 | $21,366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,444,025 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,235,148 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,703,522 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.105536 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,463,926 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,186,359 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.130867 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,027,585 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,523,607 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070753 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $39,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,640,517 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.003693 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $953,748 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,733,659 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.123324 | DistributionYr5Rt |
| Total Distribution | 0.434173 | TotalDistributionRt |
| Average Distribution | 0.086835 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,723,951 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,018,049 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $25,034 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,043,083 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,114,530 | 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 | $25,034 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,034 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,034 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,931 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,931 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $21,103 | TaxDueAmt |
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 |
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 | ||||||||
| 50 FEDERAL STREET | BOSTON | MA | 02110 | PRES/DIR | 5.00 | $0 | $0 | $0 |
| HOPE SIDMAN | ||||||||
| 50 FEDERAL STREET | BOSTON | MA | 02110 | TREAS/DIR | 5.00 | $0 | $0 | $0 |
| MATHEW K SIDMAN | ||||||||
| 50 FEDERAL STREET | BOSTON | MA | 02110 | ASST TREAS/C | 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 | $8,953,792 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,948,696 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,902,488 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,902,488 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $178,537 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,723,951 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $586,198 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $586,198 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,034 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $26,776 | IncomeTaxAmt |
| Total Tax | $51,810 | TotalTaxAmt |
| Distributable Before Adj | $534,388 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $534,388 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $534,388 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,114,530 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,114,530 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $25,034 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,089,496 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $534,388 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Total For Prior Years | $530,995 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $572,157 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $491,695 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $842,399 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $652,110 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,558,361 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,114,530 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $534,388 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $580,142 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,138,503 | 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 | $572,157 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,566,346 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $491,695 | ExcessFromYear4Amt |
| Excess From Year2 | $842,399 | ExcessFromYear2Amt |
| Excess From Year1 | $652,110 | ExcessFromYear1Amt |
| Excess From Current Year | $580,142 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 132 W 32ND STREET | NEW YORK | NY | 10001 | NONE | PC | IN SUPPORT OF THE MAKING STRIDES OF CENTRAL PARK EVENT FOR PARTICIPANT CERENE IRISH, #40981206 | $500 |
| AMERICAN FRIENDS OF MAOZ-SEAL | |||||||
| 29 MERRILL RD | NEWTON CENTER | MA | 02459 | NONE | PC | GENERAL SUPPORT | $20,000 |
| AMERICAN TECHNION SOCIETY | |||||||
| 55 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | DONATION IN MEMORY OF NEIL WEINBERG | $100 |
| AMERICAN JEWISH COMMUNITY | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | GIFT GIVEN IN MEMORY OF RICHARD DAVIMOS | $100 |
| 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 | |||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PC | DONATION OF RED SOX TICKETS | $100,000 |
| BOSTON CHILDREN'S MUSEUM | |||||||
| 308 CONGRESS STREET | BOSTON | MA | 02210 | NONE | PC | DONATION | $1,500 |
| BOSTON MEDICAL CENTER | |||||||
| 801 MASSACHUSETTS AVENUE 1ST FLOOR | BOSTON | MA | 02118 | NONE | PC | FOOD FOR THOUGHT FUND | $2,500 |
| BOYS AND GIRLS CLUBS OF BOSTON | |||||||
| 200 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | NONE | PC | GIFT GIVEN IN MEMORY OF JEFFREY GREENBERG | $11,000 |
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | NONE | PC | SUPPORT OF THE INITIATIVE FOR JEWISH IDENTITY | $10,000 |
| BRIGHAM AND WOMEN'S HOSPITAL | |||||||
| 116 HUNTINGTON AVE THIRD FLOOR | BOSTON | MA | 02116 | NONE | PC | IN SUPPORT OF THE CHRISTINE COLLINS HOSPITALITY SUITE | $26,000 |
| BROOKLINE FOOD PANTRY | |||||||
| 15 ST PAUL STREET | BROOKLINE | MA | 02446 | NONE | PC | IN HONOR OF THE TEMPLE ISRAEL RED ROOM CLASS FIELD TRIP | $200 |
| BUCKINGHAM BROWNE AND NICHOLS SCHOOL | |||||||
| 80 GERRYS LANDING ROAD | CAMBRIDGE | MA | 02138 | NONE | PC | IN HONOR OF THE CLASS OF 1988'S 30TH REUNION | $160,000 |
| CITYMEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PC | GIFT GIVEN IN MEMORY OF JOAN TISCH | $1,000 |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PC | DONATION | $300,000 |
| COTUIT LIBRARY | |||||||
| PO BOX 648 | COTUIT | MA | 02635 | NONE | PC | DONATION | $500 |
| CRADLES TO CRAYONS | |||||||
| 155 NORTH BEACON STREET | BRIGHTON | MA | 02135 | NONE | PC | 2017 ANNUAL GIFT | $5,000 |
| CROSSROADS | |||||||
| 1732 1ST AVENUE NO 26703 | NEW YORK | NY | 10128 | NONE | PC | GENERAL SUPPORT | $1,000 |
| DREAM ACADEMY | |||||||
| 1991 SECOND AVENUE | NEW YORK | NY | 10029 | NONE | PC | IN HONOR OF THE BAR MITZVAH OF KINSEY CASDIN | $1,000 |
| DUKE UNIVERSITY | |||||||
| BOX 90600 | DURHAM | NC | 27708 | NONE | PC | IN SUPPORT OF THE TRINITY COLLEGE ANNUAL FUND | $20,000 |
| EMERALD NECKLACE CONSERVANCY | |||||||
| 125 FENWAY | BOSTON | MA | 02115 | NONE | PC | GENERAL SUPPORT | $1,500 |
| ETHAN M LINDBERG FOUNDATION | |||||||
| 12254 BELLINGHAM ROAD | CALEDONIA | IL | 61011 | NONE | PC | SPONSOR THE FAMILIES HELPING FAMILIES EVENT | $5,000 |
| FRANCES JACOBSON EARLY CHILDHOOD CENTER | |||||||
| 477 LONGWOOD AVENUE | BOSTON | MA | 02215 | NONE | PC | IN SUPPORT AND APPRECIATION OF THE EARLY CHILDHOOD CENTER | $5,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 154 WELLS AVENUE SUITE 3 | NEWTON CENTER | MA | 02459 | NONE | PC | DONATION | $10,000 |
| FRIENDS OF THE PUBLIC GARDEN | |||||||
| 69 BEACON STREET | BOSTON | MA | 02108 | NONE | PC | SUPPORT OF THE GREEN AND WHITE BALL | $15,000 |
| FRIENDS OF YEMIN ORDE | |||||||
| 4340 EAST-WEST HIGHWAY SUITE 202 | BETHESDA | MD | 20814 | NONE | PC | GIFT GIVEN IN HONOR OF GEORGE & HARRIET BLANK. | $1,000 |
| 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 | $500 |
| HILL HOUSE | |||||||
| 127 MOUNT VERNON STREET | BOSTN | MA | 02108 | NONE | PC | SUPPORT PROGRAMS | $1,500 |
| HOLY NAME CATHEDRAL | |||||||
| 730 N WABASH AVE | CHICAGO | IL | 60611 | NONE | PC | GENERAL SUPPORT | $2,500 |
| HUNTINGTON THEATRE COMPANY | |||||||
| 264 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PC | IN HONOR OF NEAL BALKOWITSCH | $2,500 |
| ISRAEL LACROSSE ASSOCIATION | |||||||
| 1501 BROADWAY FLOOR 21 | NEW YORK | NY | 10036 | NONE | PC | SUPPORT THE ISRAEL LACROSSE ASSOCIATION | $1,000 |
| JCC GREATER BOSTON | |||||||
| 333 NAHANTON STREET | NEWTON | MA | 024593213 | NONE | PC | DONATION | $100,000 |
| JERUSALEM U | |||||||
| 11110 W OAKLAND PARK BLV SUITE 288 | SUNRISE | FL | 33351 | NONE | PC | GENERAL SUPPORT | $5,000 |
| JEWISH FAMILY AND CHILDREN'S SERVICE | |||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | NONE | PC | GIVEN IN SUPPORT OF THE POWER OF COMMUNITY EVENT | $3,000 |
| JEWISH THEOLOGICAL SEMINARY | |||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | REMEMBRANCE BEING MADE IN MEMORY OF RABBI MARC E. SAMUELS | $100 |
| JEWISH UNITED FUND OF METRO CHICAGO | |||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | PC | GENERAL SUPPORT | $100 |
| MANDEL JCC OF GREATER PALM BEACH | |||||||
| 5221 HOOD ROAD | PALM BEACH GARDENS | FL | 33418 | NONE | PC | SUPPORT OF THE ANNUAL CAMPAIGN | $10,000 |
| 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 | $10,000 |
| NEW ENGLAND AQUARIUM | |||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | NONE | PC | DONATION | $1,500 |
| ONE SUMMIT | |||||||
| 23 MAIN STREET | ANDOVER | MA | 01810 | 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. | $5,500 |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | NONE | PC | SUPPORT OF THE GOLF TOURNAMENT | $500 |
| PLANNED PARENTHOOD LEAGUE OF MA | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 022151001 | NONE | PC | DONATION | $10,000 |
| 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 | $23,300 |
| TEMPLE EMANUEL | |||||||
| 385 WARD STREET | NEWTON | MA | 02459 | NONE | PC | GIFT GIVEN IN MEMORY OF PAUL THAU | $57,950 |
| THE BILL BELICHICK FOUNDATION | |||||||
| 1600 PROVIDENCE HIGHWAY STE 125 | WALPOLE | MA | 02081 | NONE | PC | GENERAL SUPPORT | $10,000 |
| THE BOSTON FOUNDATION | |||||||
| 75 ARLINGTON STREET 3RD FLOOR | BOSTON | MA | 02116 | NONE | PC | IN SUPPORT OF THE COMMITTEE TO LIGHT COMMONWEALTH AVENUE | $10,000 |
| THE ESPLANADE ASSOCIATION | |||||||
| 376 BOYLSTON STREET NO 503 | BOSTON | MA | 02116 | NONE | PC | GENERAL SUPPORT | $37,500 |
| THE METROPOLITAN MUSUEM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | SUPPORT THE MET REAL ESTATE COUNCIL BENEFIT HONORING BRUCE BEAL | $25,000 |
| THE MIAMI CANCER INSTITUTE | |||||||
| 8900 N KENDALL DR | MIAMI | FL | 33176 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THE MUSEUM OF SCIENCE | |||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | NONE | PC | GENERAL SUPPORT | $1,500 |
| THE TRUSTEES OF THE UNIVERSITY OF PA | |||||||
| 1 COLLEGE HALL ROOM 211 | PHILADELPHIA | PA | 191046303 | NONE | PC | GENERAL SUPPORT | $10,000 |
| THE WILY NETWORK | |||||||
| 16 WARREN ROAD | DEDHAM | MA | 02026 | NONE | PC | HONOR ALISON HIRSCH AND HER LOVE OF THE ORGANIZATION | $2,500 |
| UNICEF USA | |||||||
| 125 MAIDEN LN | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $5,000 |
| UNITED WAY OF MA BAY | |||||||
| PO BOX 51381 | BOSTON | MA | 022051381 | NONE | PC | SUPPORT OF THE 2017 THANKSGIVING DAY PROJECT | $27,500 |
| VILNA SHUL | |||||||
| 18 PHILLIPS STREET | BOSTON | MA | 02114 | NONE | PC | TO HONOR JASON WEINER AND TO SUPPORT THE 2018 ANNUAL SPRING TRIBUTE BENEFIT | $20,000 |
| WIDE HORIZONS FOR CHILDREN | |||||||
| 375 TOTTEN POND RD SUITE 400 | WALTHAM | MA | 02451 | NONE | PC | SPONSOR A FOOD STATION AT THE GOLF TOURNAMENT | $7,500 |
| YOUTH VILLAGES | |||||||
| 3320 BROTHER BOULEVARD | MEMPHIS | TN | 38133 | NONE | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,114,530 | 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 | $36,069 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $58,706 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,211,672 | ExclusionAmt |
| Related Or Exempt Function Incm | $232,353 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,247,741 | ExclusionAmt |
| Related Or Exempt Function Incm | $291,059 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,538,800 | 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 (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BERKSHIRE FUND IX-A (IND) LP | AT COST | $351,430 | $352,489 |
| BERKSHIRE FUND VII LP | AT COST | $63,908 | $149,808 |
| BERKSHIRE FUND VII (OS) LP | AT COST | $68,646 | $99,296 |
| CORVEX OFFSHORE | AT COST | $1,000,000 | $1,574,919 |
| RIVA CAPITAL PARTNERS II LP | AT COST | $0 | $62,591 |
| TBC OFFSHORE LTD | AT COST | $5,000,000 | $6,120,652 |
| DOCKYARD CAPITAL FUND LP | AT COST | $1,000,000 | $1,000,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $12,131 | $12,131 | $0 |
| ACCOUNTING FEES | $1,200 | $1,200 | $0 |
| FROM K-1S - PORTFOLIO DEDUCTIONS | $22,007 | $22,007 | $0 |
| NONDEDUCTIBLE EXPENSES | $13 | $0 | $0 |
| FILING FEES | $54 | $54 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME FROM PARTNERHSIPS | Desc |
| Revenue And Expenses Per Books | $58,706 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $58,706 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $58,706 | AdjustedNetIncomeAmt |
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 | $0 | BOYBookValueAmt |
| EOY Book Value | $88,339 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES PAID | $2,099 | $0 | $0 |
| FOREIGN TAXES PAID | $2 | $2 | $0 |
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