RUDERMAN FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RUDERMAN FAMILY FOUNDATION (EIN 04-3334973)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201713179349101771
- Schema version
- 2016v3.0
- 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 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 | 2017-11-13T14:02:39-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043334973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUDERMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUDE | BusinessNameControlTxt |
| Phone | 6175599919 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 WASHINGTON STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02462 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY RUDERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6175599919 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YASMIN CAUSER | PreparerPersonNm |
| PTIN | P00436854 | PTIN |
| Phone | 6172368098 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.117.160.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 12:34:05 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F5D8E6DABC29163A2BFA9A63127E8240A59EE0F8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $176,026,618 | 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 |
| Interest On Sav Rev And Expnss | $226,436 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $225,709 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,361,311 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,330,760 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$853,510 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,418,867 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,556 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,464 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,737,793 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,555,005 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $365,941 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $329,347 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $485,860 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $437,274 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $116,434 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $104,791 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,183 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,183 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $274,551 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $274,551 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $225,525 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $34,133 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $53,612 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $62,577 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $62,577 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $68,609 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $68,609 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $751,021 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,596 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $705,844 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,361,701 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $318,280 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,773,237 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,207,556 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,207,556 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,569,257 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $318,280 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,980,793 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$831,464 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,236,725 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,230,519 | CashBOYAmt |
| Cash EOY | $558,438 | CashEOYAmt |
| Cash EOYFMV | $558,438 | CashEOYFMVAmt |
| Corporate Stock BOY | $129,580,219 | CorporateStockBOYAmt |
| Corporate Stock EOY | $134,089,666 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $151,212,692 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $28,672,439 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $23,810,156 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $23,736,588 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $321,951 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $518,900 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $518,900 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $159,805,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $158,977,160 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $176,026,618 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,496 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,496 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $159,805,128 | RetainedEarningBOYAmt |
| Retained Earning EOY | $158,973,664 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $159,805,128 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $158,973,664 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $159,805,128 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $158,977,160 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $159,805,128 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$831,464 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $158,973,664 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $158,973,664 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| NORTHERN TRUST #26858 | P | 2016-12-31 | $13,239,005 | $13,552,106 | -$313,101 | -$313,101 |
| NORTHERN TRUST #26858 | P | 2016-12-31 | $9,935,998 | $10,721,276 | -$785,278 | -$785,278 |
| K-1 PRIVATE EQUITY PORTFOLIO TECHNOLOGY FUND, LLC | P | $3 | $3 | |||
| K-1 PRIVATE EQUITY PORTFOLIO TECHNOLOGY FUND, LLC | P | $727 | $727 | |||
| K-1 PRIVATE EQUITY PORTFOLIO FUND III, LLC | P | -$8 | -$8 | |||
| K-1 PRIVATE EQUITY PORTFOLIO FUND III, LLC | P | $283 | $283 | |||
| CAPITAL GAINS DIVIDENDS | P | $243,864 | $243,864 | $243,864 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$853,510 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,182,324 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $175,490,624 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046625 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,172,592 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $159,035,506 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038813 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,495,420 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $117,163,864 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046904 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,043,560 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $68,490,595 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059038 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,764,487 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,105,352 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.452797 | DistributionYr5Rt |
| Total Distribution | 0.644177 | TotalDistributionRt |
| Average Distribution | 0.128835 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $172,321,234 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,201,006 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $72,367 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $22,273,373 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,980,793 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $144,735 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $144,735 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $144,735 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $189,516 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $115,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $304,516 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Overpayment | $159,771 | OverpaymentAmt |
| Applied To ES Tax | $159,771 | 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 (8 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 | $220,676 | $24,219 | $0 |
| SHARON ELLEN SHAPIRO | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | TRUSTEE | 30.00 | $71,384 | $24,219 | $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 |
| ELIZABETH A ZWICK | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | PROGRAM OFFICER | 40.00 | $33,630 | $2,755 | $0 |
| FRANCINE SHRON | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | PROGRAM OFFICER | 40.00 | $40,251 | $7,964 | $0 |
| SHIRA RUDERMAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | ISRAEL DIRECTOR | 40.00 | $79,327 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 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 & MEDIA REL | 40.00 | $118,458 | $0 | $0 |
| LISA R GUINARD | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | BUSINESS MANAGER | 40.00 | $74,928 | $0 | $0 |
| KRISTINA KOPIC | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | ADVOCACY CONTENT SPE | 40.00 | $62,572 | $0 | $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 | 2150 WASHINGTON STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $274,551 | 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 | $173,500,298 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,445,117 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $174,945,415 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $174,945,415 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,624,181 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $172,321,234 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,616,062 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,616,062 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $144,735 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $144,735 | TotalTaxAmt |
| Distributable Before Adj | $8,471,327 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,471,327 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,471,327 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,980,793 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,980,793 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,980,793 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,471,327 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,464,231 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $702,053 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $3,166,284 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,980,793 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,980,793 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,490,534 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,490,534 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,675,750 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $973,697 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $702,053 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $702,053 | ExcessFromYear4Amt |
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 (60 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 | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPHA-1 FOUNDATION | ||||||||||||
| 2937 SW 27TH AVENUE 302 | MIAMI | FL | 33101 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |||||
| 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 ISRAEL DEMOCRACY INST | ||||||||||||
| 1266 WEST PACES FERRY ROAD 615 | ATLANTA | GA | 30327 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $145,000 | |||||
| AMERICAN ISRAEL EDUCATION FOUND (AIEF) | ||||||||||||
| 251 H ST NW | WASHINGTON DC | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |||||
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $540,000 | |||||
| AMERICAN PARKINSON DISEASE ASSOCIATION | ||||||||||||
| 135 PARKINSON AVENUE | STATEN ISLAND NY | NY | 10305 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $360 | |||||
| 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 | |||||
| ANTI-DEFAMATION LEAGUE | ||||||||||||
| 40 COURT STREET 12TH FLOOR | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||||
| ASPERGERAUTISM NETWORK | ||||||||||||
| 51 WATER STREET 206 | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | PRIVATE INDIVIDUAL PRIZE | $1,500 | |||||
| ASSN OF UNIV CTRS ON DISABILITIES (AUCD) | ||||||||||||
| 1100 WAYNE AVE SUITE 1000 | SILVER SPRING | MD | 02848 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||||
| AXS LAB INC | ||||||||||||
| 148 N 10TH ST SUITE 5A | BROOKLYN | NY | 11249 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||||
| BOCA RATON SOCIETY FOR THE DISABLED TP | ||||||||||||
| 306 NW 35TH STREET | BOCA RATON | FL | 33431 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||||
| BOYS AND GIRLS CLUBS OF BOSTON INC | ||||||||||||
| 3RD FLOOR 200 HIGH ST | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||||
| BRANDEIS UNIVERSITY | ||||||||||||
| 415 SOUTH STREET | WALTHAM | MA | 02454 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $175,000 | |||||
| BRIAN D SILBER MEMORIAL FUND | ||||||||||||
| 18 ROADHEATH | PEABODY | MA | 01960 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |||||
| COHEN HILLEL ACADEMY | ||||||||||||
| 6 COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |||||
| COMBINED JEWISH PHILANTHROPIES | ||||||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,310,161 | |||||
| CONGREGATION KEHILLATH ISRAEL | ||||||||||||
| 384 HARVARD ST | BROOKLINE | MA | 02446 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||||
| DISABILITY RIGHTS FUND | ||||||||||||
| 2001 CENTER STREET FOURTH FLOOR | BERKLEY | CA | 94704 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||||
| FAMILY MEMBER | ||||||||||||
| 110 CHESTNUT RIDGE ROAD 179 | MONTVALE | NJ | 07645 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||||
| FINE AWARDS | ||||||||||||
| 250 NORTH DIXIE HIGHWAY 13 | HOLLYWOOD | FL | 33020 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $185 | |||||
| FJC A FOUNDATION OF FUNDS | ||||||||||||
| 520 8TH AVENUE 20TH FL | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $93,673 | |||||
| FOUNDATION FOR JEWISH CAMPS INC | ||||||||||||
| 253 WEST 35TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $38,000 | |||||
| FRIENDS OF BEZALEL ACADEMY OF ARTS&DESIGN | ||||||||||||
| 370 LEXINGTON AVENUE SUITE 1612 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||||
| FRIENDS OF CALIFORNIANS WITH DISABILITIES | ||||||||||||
| 9705 SWANSBORO WAY | BAKERSFIELD | CA | 93314 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||||
| FRIENDSHIP CIRCLE OF MIAMI INC | ||||||||||||
| 8700 SW 112 STREET | MIAMI | FL | 33176 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||||
| GATEWAYS ACCESS TO JEWISH EDUCATION | ||||||||||||
| 333 NAHANTON SREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $48,000 | |||||
| GLOBAL GOOD FUND | ||||||||||||
| 10211 WINCOPIN CIRCLE SUITE 300 | COLUMBIA | MD | 21044 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||||
| HILLEL FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $246,500 | |||||
| HOPE COLLEGE | ||||||||||||
| 141 E 12TH ST | HOLLAND | MI | 49423 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||||
| INTL ASSN JEWISH GENEOLOGICAL SOCIETIES | ||||||||||||
| PO BOX 3624 | CHERRY HILL | NJ | 08034 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||||
| JEWISH COMMUNITY RELATIONS COUNCIL (JCRC) | ||||||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||||
| JEWISH FEDERATION OF S PALM BEACH | ||||||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||||
| JEWISH FUNDERS NETWORK | ||||||||||||
| 150 WEST 30TH STREET 900 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,500 | |||||
| JEWISH TELEGRAPHIC AGENCY | ||||||||||||
| 24 W 30TH ST | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||||
| JFS OF METROWEST | ||||||||||||
| 475 FRANKLIN ST 101 | FRAMINGHAM | MA | 01702 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||||
| JPRO | ||||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||||
| JTA-MJL NEW CORP | ||||||||||||
| 24 W 30TH ST 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |||||
| LAPPIN FOUNDATION INC | ||||||||||||
| 29 CONGRESS STREET | SALEM | MA | 01960 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |||||
| MA GENERAL HOSPITALLURIE CENTER | ||||||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||||
| MACHNE ISRAEL INC | ||||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $188,150 | |||||
| MIAMI-DADE HOLOCAUST SURVIVORS INC | ||||||||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |||||
| NAMI MASS | ||||||||||||
| 529 MAIN ST 1M17 | BOSTON | MA | 02129 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $360 | |||||
| NATIONAL RAMAH COMMISSION | ||||||||||||
| 3080 BROADWAY 4TH FLOOR | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $116,667 | |||||
| NEW ENGLAND YACHAD (NJCD) | ||||||||||||
| 384 HARVARD ST | BROOKLINE | MA | 02446 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $65,000 | |||||
| NORTHEASTERN UNIVERSITY | ||||||||||||
| NONE | PUBLIC CHARITY | GENERAL PURPOSE | $30,000 | 360 HUNTINGTON AVENUE | BOSTON | MASSACHUSETTS | IS | 02115 | ||||
| PEF ISRAEL ENDOWMENT FUND | ||||||||||||
| 317 MADISON AVENUE 607 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $235,000 | |||||
| RASHI SCHOOL | ||||||||||||
| 8000 GREAT MEADOW RD | DEDHAM | MA | 02026 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||||
| RUDERMAN FAMILY FOUNDATION ISRAEL (AMUTAH) | ||||||||||||
| NONE | PUBLIC CHARITY | GENERAL PURPOSE | $850,000 | 12 ELI HOROVITZ | REHOVOT | IS | ||||||
| SOLOMON SCHECTER DAY SCHOOL | ||||||||||||
| 125 WELLS AVENUE | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||||
| STRIAR HEBREW ACADEMY OF SHARON | ||||||||||||
| 100 AMES ST | SHARON | MA | 02067 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | |||||
| THE ARC | ||||||||||||
| 1825 K STREET NW SUITE 1200 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||||
| TRIANGLE | ||||||||||||
| 420 PEARL STREET | MALDEN | MA | 02148 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||||
| TWIN PALMS CENTER FOR THE DISABLED INC | ||||||||||||
| 306 NW 35TH ST | BOCA RATON | FL | 33431 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||||
| UNDERSTANDING OUR DIFFERENCES | ||||||||||||
| 100 WALNUT ST | NEWTON | MA | 02460 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||||
| UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM | ||||||||||||
| 120 BROADWAY SUITE 1540 | NEW YORK | NY | 10271 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $125,000 | |||||
| UNITED WAY WORLDWIDE | ||||||||||||
| 701 N FAIRFAX STREET | ALEXANDRIA | VA | 22314 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||||
| UNIVERSITY OF MASSACHUSETTS | ||||||||||||
| ONE BEACON STREET 1 BEACON ST | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||||
| YADHACHAZAKAH JEWISH DISABILITIES | ||||||||||||
| 576 FIFTH AVENUE SUITE 903 | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,207,556 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $226,436 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,361,311 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$853,510 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| SCHEDULE K-1 - PRIVATE EQUITY PORTFOLIO FUND, III, LLC | 211110 | 14 | -$55 | |
| SCHEDULE K-1 - PRIVATE EQUITY PORTFOLIO TECHNOLOGY FUND, LLC | 211110 | 14 | -$1,409 | |
| THE AFFINITY PROJECT | 211110 | 14 | $5,020 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,020 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,732,773 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,737,793 | TotalIncomeProducingActyAmt |
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 Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS/OBLIGATIONS/HOLDINGS | BondNm |
| EOY Book Value | $23,810,156 | EOYBookValueAmt |
| EOYFMV | $23,736,588 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $130,609,013 | $147,791,064 |
| REAL ESTATE FUNDS | $1,523,935 | $1,427,586 |
| COMMODITIES | $1,956,718 | $1,994,042 |
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 | $48,900 | $48,900 |
| 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 | BOB GOLDMAN LAW | CategoryTxt |
| Legal Fees | $11,183 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,183 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMUNICATIONS | $38,863 | $0 | $38,863 |
| COMPUTER SERVICES | $38,427 | $0 | $34,584 |
| DUES AND SUBSCIPTIONS | $16,725 | $0 | $15,053 |
| EQUIPMENT EXPENSE | $7,129 | $0 | $6,416 |
| INSURANCE | $2,640 | $0 | $2,376 |
| MISCELLANEOUS EXPENSES | $1,792 | $0 | $1,613 |
| OFFICE EXPENSE | $98,709 | $0 | $88,838 |
| ORGANIZATIONAL DEVELOPMENT | $18,144 | $0 | $18,144 |
| PAYROLL SERVICE EXPENSE | $5,125 | $0 | $4,613 |
| PHILANTHROPY SERVICES | $47,750 | $0 | $47,750 |
| POSTAGE AND DELIVERY | $2,572 | $0 | $2,315 |
| PROGRAM EXPENSES AND MATERIALS | $322,730 | $0 | $306,930 |
| TELEPHONE EXPENSE | $24,705 | $0 | $22,235 |
| INTEREST EXPENSE | $9,596 | $9,596 | $0 |
| PROGRAM DEVELOPMENT & STRATEGY | $116,114 | $0 | $116,114 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SCHEDULE K-1 - PRIVATE EQUITY PORTFOLIO FUND, III, LLC | -$55 | -$55 | -$55 |
| SCHEDULE K-1 - PRIVATE EQUITY PORTFOLIO TECHNOLOGY FUND, LLC | -$1,409 | -$1,409 | -$1,409 |
| THE AFFINITY PROJECT | $5,020 | $5,020 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $3,496 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NORTHERN TRUST # 6858- INVESTMENT FEES | CategoryTxt |
| Amt | $274,551 | Amt |
| Net Investment Income | $274,551 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $34,133 | $34,133 | $0 |
| PAYROLL TAXES | $59,013 | $0 | $53,112 |
| FEDERAL & STATE TAXES | $132,379 | $0 | $500 |