SIDMAN FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SIDMAN FAMILY FOUNDATION (EIN 20-3867727)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-15
- IRS object ID
- 201713199349100321
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T07:59:03-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | 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 | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALISON ANDERSEN | PreparerPersonNm |
| PTIN | P00826218 | PTIN |
| Phone | 6462135100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.205.45.54 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 08:49:52 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 84763887A726337ED125C036FB8ECA22DB28EAD1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CBBB39F7E9473BCC1FBEBA257768F31876922094 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,465,429 | 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 | $20,942 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,942 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $101,289 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $101,289 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,475 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,475 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $128,706 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $128,706 | 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 | $93 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,772 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,757 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,865 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,758 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,236,217 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,236,217 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,258,082 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,758 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,236,217 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,129,376 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $106,948 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,626,481 | CashBOYAmt |
| Cash EOY | $1,452,220 | CashEOYAmt |
| Cash EOYFMV | $1,452,220 | CashEOYFMVAmt |
| Other Investments BOY | $7,891,303 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,936,188 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,013,209 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,517,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,388,408 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,465,429 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,517,784 | UnrestrictedBOYAmt |
| Unrestricted EOY | $9,388,408 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,517,784 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,388,408 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,517,784 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,388,408 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,517,784 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,129,376 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,388,408 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,388,408 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| FROM K-1 - BERKSHIRE FUND VII LP | P | $104,895 | $104,895 |
| FROM K-1 - BERKSHIRE FUND VII (OS) LP | P | -$14 | -$14 |
| FROM K-1 - RIVA CAPITAL PARTNERS II LP | P | -$11 | -$11 |
| LOSS ON DISPOSITION OF CANADIAN DOLLARS | P | -$242 | -$242 |
| FROM K-1 - BERKSHIRE FUND VII LP - 1231 GAIN(LOSS) | P | -$4 | -$4 |
| FROM K-1 - RIVA CAPITAL PARTNERS II LP - 1231 GAIN(LOSS) | P | -$3,335 | -$3,335 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $101,289 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,463,926 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,186,359 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.130867 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,027,585 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,523,607 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070753 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $39,300 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,640,517 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.003693 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $953,748 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,733,659 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.123324 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $993,382 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,331,902 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.135488 | DistributionYr5Rt |
| Total Distribution | 0.464125 | TotalDistributionRt |
| Average Distribution | 0.092825 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,703,522 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,086,379 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,069 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,087,448 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,236,217 | 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 | $1,069 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,069 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,069 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,931 | OverpaymentAmt |
| Applied To ES Tax | $3,931 | 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 | 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 | ANDERSEN TAX LLC | IndividualWithBooksNm |
| Phone | 6462135100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 | $9,661,949 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,219,799 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,881,748 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,881,748 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $178,226 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,703,522 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $585,176 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $585,176 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,069 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,069 | TotalTaxAmt |
| Distributable Before Adj | $584,107 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $584,107 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $584,107 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,236,217 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,236,217 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,069 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,235,148 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $584,107 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Total For Prior Years | $530,995 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $626,787 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $572,157 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $491,695 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $842,399 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,533,038 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,236,217 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $584,107 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $652,110 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,185,148 | 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 | $626,787 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,558,361 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $572,157 | ExcessFromYear4Amt |
| Excess From Year3 | $491,695 | ExcessFromYear3Amt |
| Excess From Year1 | $842,399 | ExcessFromYear1Amt |
| Excess From Current Year | $652,110 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF LEKET ISRAEL | |||||||
| PO BOX 2090 | TEANECK | NJ | 076661490 | NONE | PC | TO LEAD THE SAFE, EFFECTIVE AND EFFICIENT COLLECTION AND DISTRIBUTION OF SURPLUS NUTRITIOUS FOOD IN ISRAEL, TO THOSE WHO NEED IT | $3,600 |
| ARTISTS FOR HUMANITY | |||||||
| 100 W 2ND ST | BOSTON | MA | 02127 | NONE | PC | BRIDGE ECONOMIC, RACIAL, AND SOCIAL DIVISIONS BY PROVIDING UNDER-RESOURCED URBAN YOUTH WITH THE KEYS TO SELF- SUFFICIENCY THROUGH PAID EMPLOYMENT IN ART AND DESIGN. | $500 |
| BETH ISRAEL SYNAGOGUE | |||||||
| 25 HARVARD STREET | WALTHAM | MA | 02453 | NONE | PC | AN EGALITARIAN, TRADITIONAL SYNAGOGUE WELCOMING ALL WHO SEEK TO ENRICH THEIR JEWISH LIVES. | $180 |
| BOSTON CHILDREN'S HOPSITAL TRUST | |||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02215 | NONE | PC | ADVANCE THE HOSPITALS PATIENT CARE, RESEARCH, MEDICAL TRAINING AND COMMUNITY HEALTH INITIATIVES. | $100,000 |
| BOSTON CHILDREN'S MUSEUM | |||||||
| 308 CONGRESS STREET | BOSTON | MA | 02210 | NONE | PC | PROVIDE NEW RESOURCES FOR BOTH TEACHERS AND STUDENTS, AS A CENTER FOR THE EXCHANGE OF MATERIALS AND IDEAS TO ADVANCE THE TEACHING OF SCIENCE. | $5,000 |
| BOSTON JEWISH FILM FESTIVAL | |||||||
| 1001 WATERTOWN STREET 2ND FLOOR | WEST NEWTON | MA | 02465 | NONE | PC | CELEBRATES THE RICHNESS OF THE JEWISH EXPERIENCE THROUGH FILM AND MEDIA. | $5,000 |
| BOSTON MEDICAL CENTER | |||||||
| ONE BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 02118 | NONE | PC | PROVIDE CONSISTENTLY EXCELLENT AND ACCESSIBLE HEALTH SERVICES TO ALL IN NEED OF CARE REGARDLESS OF STATUS OR ABILITY TO PAY | $2,000 |
| BOSTON YOUTH SYMPHONY ORCHESTRAS | |||||||
| 855 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PC | ENCOURAGE MUSICAL EXCELLENCE IN A PROFESSIONAL AND SUPPORTIVE ENVIRONMENT BY PROVIDING THE HIGHEST QUALITY ORCHESTRA TRAINING AND PERFORMANCE OPPORTUNITIES TO QUALIFIED MUSICIANS | $5,000 |
| BOYS AND GIRLS CLUB OF MASS BAY | |||||||
| 200 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | NONE | PC | ENSURE ALL YOUNG PEOPLE IN OUR COMMUNITY HAVE THE OPPORTUNITY TO REALIZE THEIR FULL POTENTIAL. | $5,000 |
| BRIGHAM & WOMEN'S HOSPITAL | |||||||
| 116 HUNTINGTON AVENUE THIRD FL | BOSTON | MA | 02116 | NONE | PC | MAINTAIN AND RESTORE HEALTH FOR PEOPLE EVERYWHERE. | $1,000 |
| BRIGHAM & WOMEN'S HOSPITAL NICU FUND | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | PC | PROVIDING EXTRAORDINARY CARE TO OUR TINIEST PATIENTS AND THEIR FAMILIES DURING CRITICAL AND OFTEN EXTENDED HOSPITAL STAYS. | $500 |
| BROAD INSTITUTE | |||||||
| 415 MAIN STREET | CAMBRIDGE | MA | 02142 | NONE | PC | IMPROVE HUMAN HEALTH BY USING GENOMICS TO ADVANCE OUR UNDERSTANDING OF THE BIOLOGY AND TREATMENT OF HUMAN DISEASE | $100,000 |
| BUCKINGHAM BROWNE & NICHOLS SCHOOL | |||||||
| 80 GERRYS LANDING ROAD | CAMBRIDGE | MA | 021385512 | NONE | PC | BUCKINGHAM BROWNE & NICHOLS IS A DAY SCHOOL IN CAMBRIDGE THAT ENGAGES BOYS AND GIRLS IN GRADES PRE-K THROUGH 12 IN A RICH AND INVIGORATING EDUCATIONAL EXPERIENCE OF THE HIGHEST QUALITY. | $160,000 |
| CAMP KESEM | |||||||
| PO BOX 452 | CULVER CITY | CA | 90232 | NONE | PC | OPERATES FREE SUMMER CAMPS FOR CHILDREN WHO HAVE BEEN TOUCHED BY A PARENT'S CANCER. | $1,000 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 021102700 | NONE | PC | BRING TOGETHER THE PEOPLE, PARTNERS AND RESOURCES TO FULFILL THE MOST IMPORTANT NEEDS AND ASPIRATIONS OF OUR COMMUNITY. | $300,250 |
| CRADLES TO CRAYONS | |||||||
| 155 N BEACON ST | BRIGHTON | MA | 02135 | NONE | PC | PROVIDE CHILDREN AGES 0 TO 12 SOME OF THE MOST IMPORTANT BASICS OF LIFE FREE OF CHARGE. | $5,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 024457226 | NONE | PC | PROVIDE EXPERT, COMPASSIONATE CARE TO CHILDREN AND ADULTS WITH CANCER WHILE ADVANCING THE UNDERSTANDING, DIAGNOSIS, TREATMENT, CURE, AND PREVENTION OF CANCER AND RELATED DISEASES. | $250 |
| DUKE UNIVERSITY | |||||||
| DUKE UNIVERSITY BOX 90581 | DURHAM | NC | 277080581 | NONE | PC | TO FOSTER A LIVELY RELATIONSHIP BETWEEN KNOWLEDGE AND FAITH; TO ADVANCE LEARNING IN ALL LINES OF TRUTH; TO DEFEND SCHOLARSHIP AGAINST ALL FALSE NOTIONS AND IDEALS; TO DEVELOP A LOVE OF FREEDOM AND TRUTH; TO PROMOTE A RESPECTFUL SPIRIT OF DIALOGUE AND UNDERSTANDING; TO DISCOURAGE ALL PARTISAN AND SECTARIAN STRIFE; AND TO FURTHER THE ADVANCEMENT OF KNOWLEDGE IN SERVICE TO SOCIETY. THE AFFAIRS OF THE UNIVERSITY WILL ALWAYS BE GUIDED BY THESE ENDS. | $20,000 |
| EMERALD NECKLACE CONSERVANCY | |||||||
| 125 THE FENWAY | BOSTON | MA | 02115 | NONE | PC | MAINTAIN, RESTORE AND PROTECT THE PARKS OF THE EMERALD NECKLACE DESIGNED BY FREDERICK LAW OLMSTED FOR ALL TO EXPLORE, USE AND ENJOY. | $800 |
| ERIC WINER MD RESEARCH FUND | |||||||
| 60 EAST 56TH STREET 8TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | ACHIEVE PREVENTION AND A CURE FOR BREAST CANCER IN OUR LIFETIME BY PROVIDING CRITICAL FUNDING FOR INNOVATIVE CLINICAL AND TRANSLATIONAL RESEARCH AT LEADING MEDICAL CENTERS WORLDWIDE, AND INCREASING PUBLIC AWARENESS ABOUT GOOD BREAST HEALTH. | $500 |
| FACING HISTORY & OURSELVES | |||||||
| 477 LONGWOOD AVENUE | BOSTON | MA | 02215 | NONE | PC | CREATE AN IMAGINATIVE, LITERACY BASED ATMOSPHERE WITH A WIDE RANGE OF ENRICHING ACTIVITIES ALLOWING YOUR CHILD TO EXPLORE AND GROW AT THEIR OWN PACE. | $10,000 |
| FALMOUTH JEWISH CONG ENDOWMENT FUND | |||||||
| 7 HATCHVILLE ROAD | EAST FALMOUTH | MA | 025364007 | NONE | PC | ENSURE THE CONGREGATIONS VITALITY THROUGH OUR LIFETIME AND FOR FUTURE GENERATIONS. | $100 |
| FRANCES JACOBSON EARLY CHILDHOOD CENTER | |||||||
| 477 LONGWOOD AVENUE | BOSTON | MA | 02215 | NONE | PC | COMMITTED TO PROVIDING THE HIGHEST QUALITY EDUCATION IN BOTH SECULAR AND JUDAIC STUDIES IN A SAFE, NURTURING AND NON-PRESSURED ENVIRONMENT UNDER THE GUIDANCE OF THE HIGHEST CALIBER TEACHERS. | $5,000 |
| FRIENDS OF THE IDF | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | PROVIDE FOR EDUCATION AND WELLBEING OF THE MEN AND WOMEN WHO SERVE IN THE ISRAEL DEFENSE FORCES (IDF) AS WELL AS THE FAMILIES OF FALLEN SOLDIERS. | $10,000 |
| FRIENDS OF THE PUBLIC GARDEN | |||||||
| 69 BEACON ST | BOSTON | MA | 02108 | NONE | PC | WORKS TO PRESERVE AND ENHANCE BOSTON'S FIRST PUBLIC PARKS THE BOSTON COMMON, PUBLIC GARDEN, AND COMMONWEALTH AVENUE MALL. | $9,500 |
| GATEWAYS | |||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | PC | PROVIDES A COMPREHENSIVE SET OF SERVICES TO INDIVIDUALS, FAMILIES, EDUCATORS, DAY AND CONGREGATIONAL SCHOOLS, PRESCHOOLS, SYNAGOGUES AND ORGANIZATIONS TO PROMOTE THE MEANINGFUL INCLUSION OF INDIVIDUALS OF ALL ABILITIES IN JEWISH LIFE. | $1,000 |
| HASSENFELD CHILDREN'S CENTER FOR CANCER | |||||||
| 160 EAST 32ND STREET 3RD FLOOR | NEW YORK | NY | 10016 | NONE | PC | ONE OF THE NATION'S LEADING FACILITIES FOR TREATING CHILDREN WITH CANCERS AND BLOOD DISORDERS. | $5,000 |
| HEBREW COLLEGE | |||||||
| 160 HERRICK ROAD | NEWTON CENTRE | MA | 02459 | NONE | PC | DEDICATED TO THE PRINCIPLE THAT RIGOROUS, PLURALISTIC JEWISH EDUCATION IS ESSENTIAL TO BUILDING AND SUSTAINING A VIBRANT JEWISH COMMUNITY. | $500 |
| HEBREW SENIOR LIFE | |||||||
| 1200 CENTRE STREET | BOSTON | MA | 02131 | NONE | PC | PROVIDE COMMUNITIES AND HEALTH CARE FOR SENIORS, RESEARCH INTO AGING, AND EDUCATION FOR GERIATRIC CARE PROVIDERS SINCE 1903. | $2,500 |
| HILL HOUSE | |||||||
| 127 MT VERNON ST | BOSTON | MA | 02108 | NONE | PC | CULTIVATE A SENSE OF URBAN COMMUNITY THROUGH HILL HOUSE'S PROGRAMMING, OUTREACH AND NEIGHBORHOOD EVENTS. | $2,750 |
| IFAW | |||||||
| 290 SUMMER STREET | YARMOUTH PORT | MA | 02675 | NONE | PC | RESCUE AND PROTECT ANIMALS AROUND THE WORLD. | $500 |
| JCC OF GREATER BOSTON | |||||||
| 333 NAHANTON ST | NEWTON CENTRE | MA | 02459 | NONE | PC | DESTINATION FOR JEWISH ENGAGEMENT, A HUB OF LEARNING AND CELEBRATION FOR ALL AGES, AND A DYNAMIC CENTER FOR SOCIAL, CULTURAL AND FITNESS ACTIVITIES. | $150,000 |
| JCCA | |||||||
| 858 E 29TH STREET | NEW YORK | NY | 11210 | NONE | PC | PROVIDE THE HIGHEST QUALITY CHILD WELFARE AND MENTAL HEALTH SERVICES TO NEW YORKS NEEDIEST AND MOST VULNERABLE CHILDREN AND FAMILIES TO ENSURE THAT THEIR SAFETY, PERMANENCY AND WELL-BEING LEADS TO A LIFE OF STABILITY AND PROMISE. | $54,000 |
| JCDS BOSTON JEWISH COMMUNITY DAY SCHOOL | |||||||
| 57 STANLEY AVENUE | WATERTOWN | MA | 02472 | NONE | PC | CULTIVATES KNOWLEDGEABLE, PASSIONATE JEWISH LEARNERS WITH THE CAPACITY AND CONFIDENCE TO QUESTION, LISTEN, UNDERSTAND, AND CHANGE THE WORLD. | $1,000 |
| JEWISH BIG BROTHER BIG SISTER | |||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | PC | HELP TO CONNECT CHILDREN TO ADULT MENTORS, AND WE INTRODUCE ADULTS WHO HAVE DISABILITIES TO NEW FRIENDS IN THEIR COMMUNITIES. | $1,800 |
| JOINT DISTRIBUTION COMMITTEE | |||||||
| 711 THIRD AVENUE | NEW YORK | NY | 100174014 | NONE | PC | WORK IN MORE THAN 70 COUNTRIES AND IN ISRAEL TO ALLEVIATE HUNGER AND HARDSHIP, RESCUE JEWS IN DANGER, CREATE LASTING CONNECTIONS TO JEWISH LIFE, AND PROVIDE IMMEDIATE RELIEF AND LONG-TERM DEVELOPMENT SUPPORT FOR VICTIMS OF NATURAL AND MAN-MADE DISASTERS. | $100 |
| MANDEL JCC OF GREATER PALM BEACH | |||||||
| 5221 HOOD ROAD | PALM BEACH GARDENS | FL | 33418 | NONE | PC | DESTINATION FOR JEWISH ENGAGEMENT, A HUB OF LEARNING AND CELEBRATION FOR ALL AGES, AND A DYNAMIC CENTER FOR SOCIAL, CULTURAL AND FITNESS ACTIVITIES. | $10,000 |
| MASORTI KOTEL | |||||||
| 475 RIVERSIDE DRIVE SUITE 832 | NEW YORK | NY | 10115 | NONE | PC | SUPPORT THE WORK OF ISRAELIS IN BUILDING A JUDAISM THAT PRESERVES OBSERVANCE AND TRADITION WHILE RECOGNIZING HOW MODERN LIFE IN ISRAEL IS LIVED. | $250 |
| MAYYIM HAYYIM | |||||||
| 1838 WASHINGTON STREET | NEWTON | MA | 02466 | NONE | PC | 21ST CENTURY CREATION, A MIKVEH ROOTED IN ANCIENT TRADITION, REINVENTED TO SERVE THE JEWISH COMMUNITY OF TODAY. | $360 |
| MIAMI CITY BALLET | |||||||
| 2200 LIBERTY AVENUE | MIAMI BEACH | FL | 33139 | NONE | PC | MCBS SHARE THE DANCE COMMUNITY OUTREACH AND EDUCATIONAL PROGRAMS ENRICH AND STRENGTHEN THE MISSION OF THE COMPANY WHILE BUILDING STRONG COMMUNITY RELATIONSHIPS, BROADENING THE AUDIENCE BASE AND EXPOSING NEW AUDIENCES TO THE WORLD OF BALLET. | $1,000 |
| MORSELIFE HEALTH SYSTEMS | |||||||
| 4847 FRED GLADSTONE DRIVE | WEST PALM BEACH | FL | 33417 | NONE | PC | LONG-STANDING COMMITMENT TO SENIOR CARE SERVICES | $100 |
| MSPCA ANGELL | |||||||
| 350 S HUNTINGTON AVE | BOSTON | MA | 02130 | NONE | PC | PROVIDE DIRECT HANDS-ON CARE TO A WIDE VARIETY OF ANIMALS THROUGH OUR ANIMAL CARE AND ADOPTION CENTERS, HOSPITALS AND ANIMAL PROTECTION PROGRAMS. | $29,075 |
| NF NETWORK | |||||||
| 213 S WHEATON AVE | WHEATON | IL | 60187 | NONE | PC | FIND TREATMENTS AND A CURE FOR NEUROFIBROMATOSIS BY PROMOTING SCIENTIFIC RESEARCH, IMPROVING CLINICAL CARE, PROVIDING OUTREACH THROUGH EDUCATION AND AWARENESS, WHILE OFFERING HOPE AND SUPPORT TO THOSE AFFECTED BY NF. | $1,000 |
| ONE SUMMIT | |||||||
| 23 MAIN STREET | ANDOVER | MA | 01810 | NONE | PC | HELP CHILDHOOD CANCER PATIENTS BUILD COURAGE, SELF-CONFIDENCE, AND RESILIENCE THROUGH EXPERIENTIAL LEARNING AND MENTORSHIP WITH A U.S. NAVY SEAL. | $5,000 |
| PALM BEACH CC FOUNDATION | |||||||
| 760 NORTH OCEAN | PALM BEACH | FL | 33480 | NONE | PC | PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS & PALM BEACH COUNTY CHARITIES | $2,000 |
| PLANNED PARENTHOOD LEAGUE OF MA | |||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 022151001 | NONE | PC | PROTECT AND PROMOTE SEXUAL AND REPRODUCTIVE HEALTH AND FREEDOM OF CHOICE BY PROVIDING CLINICAL SERVICES, EDUCATION AND ADVOCACY. | $10,000 |
| PMCJIMMY FUND | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | PC | RAISES MONEY FOR LIFE-SAVING CANCER RESEARCH AND TREATMENT AT DANA-FARBER CANCER INSTITUTE | $8,000 |
| PROJECT HOPE | |||||||
| 45 MAGNOLIA ST | BOSTON | MA | 02125 | NONE | PC | DELIVERS ESSENTIAL MEDICINES AND SUPPLIES, HEALTH EXPERTISE AND MEDICAL TRAINING TO RESPOND TO DISASTER, PREVENT DISEASE, PROMOTE WELLNESS AND SAVE LIVES AROUND THE GLOBE. | $262 |
| RIVERDALE COUNTRY SCHOOL | |||||||
| 5250 FIELDSTON ROAD | BRONX | NY | 104712999 | NONE | PC | PRE-K THROUGH GRADE 12 INDEPENDENT SCHOOL COMMITTED TO EMPOWERING LIFELONG LEARNERS BY DEVELOPING MINDS, BUILDING CHARACTER, AND CREATING COMMUNITY IN ORDER TO CHANGE OUR WORLD FOR THE GOOD. | $2,000 |
| SUSAN F SMITH CENTER FOR WOMEN'S CANCER'S | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 022155450 | NONE | PC | CREATES POWERFUL POSSIBILITIES FOR PATIENTS BY BRIDGING COMPASSIONATE CARE AND WORLD-CLASS CLINICAL RESEARCH. | $1,000 |
| TEAM IMPACT | |||||||
| 500 VICTORY RD 4TH FLOOR | QUINCY | MA | 02171 | NONE | PC | IMPROVE THE QUALITY OF LIFE FOR CHILDREN FACING LIFE-THREATENING AND CHRONIC ILLNESSES THROUGH THE POWER OF TEAM. | $23,900 |
| TEMPLE EMANUEL | |||||||
| 385 WARD STREET | NEWTON CENTRE | MA | 02459 | NONE | PC | A CONSERVATIVE, FULLY EGALITARIAN CONGREGATION AFFILIATED WITH THE UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM AND THE SYNAGOGUE COUNCIL OF MASSACHUSETTS. | $50,840 |
| TENACITY | |||||||
| 38 EVERETT STREET | BOSTON | MA | 02134 | NONE | PC | MEET A CRITICAL NEED FOR POSITIVE, ENRICHING AFTER-SCHOOL, IN-SCHOOL AND SUMMER PROGRAMS FOR BOSTON YOUTH. | $1,000 |
| THE ARNOLD P GOLD FOUNDATION | |||||||
| 619 E PALISADE AVENUE | ENGLEWOOD CLIFFS | NJ | 07632 | NONE | PC | SUSTAINS THE COMMITMENT OF HEALTHCARE PROFESSIONALS TO PROVIDE COMPASSIONATE, COLLABORATIVE AND SCIENTIFICALLY EXCELLENT PATIENT CARE. | $2,500 |
| THE BILL BELICHICK FOUNDATION | |||||||
| 1600 PROVIDENCE HWY SUITE 125 | WALPOLE | MA | 02081 | NONE | PC | PROVIDE COACHING, MENTORSHIP, AND FINANCIAL SUPPORT TO INDIVIDUALS, COMMUNITIES, AND ORGANIZATIONS. | $10,000 |
| THE BOSTON FOUNDATION | |||||||
| 75 ARLINGTON STREET | BOSTON | MA | 02116 | NONE | PC | BUILD AND SUSTAIN A VITAL, PROSPEROUS CITY OF BOSTON AND REGION, WHERE JUSTICE AND OPPORTUNITY ARE EXTENDED TO EVERYONE. | $5,000 |
| THE JEWISH ARTS COLLABORATIVE | |||||||
| 1320 CENTRE STREET SUITE 201 | NEWTON CENTRE | MA | 02459 | NONE | PC | EXPLORES AND PRESENTS THE RICH, DIVERSE, AND CREATIVE WORLD OF JEWISH ARTS AND CULTUREPAST, PRESENT, AND FUTURETO THE WIDEST POSSIBLE AUDIENCE, IN VENUES ACROSS GREATER BOSTON | $50,100 |
| THE MIRACLE LEAGUE OF PALM BEACH COUNTY | |||||||
| PO BOX 7211 | DELRAY BEACH | FL | 33482 | NONE | PC | PROVIDE OPPORTUNITIES FOR ALL CHILDREN TO PLAY BASEBALL REGARDLESS OF THEIR ABILITY. | $500 |
| THE STEPPINGSTONE FOUNDATION | |||||||
| 1 APPLETONE ST | BOSTON | MA | 02116 | NONE | PC | DEVELOPS AND IMPLEMENTS PROGRAMS THAT PREPARE UNDERSERVED STUDENTS FOR EDUCATIONAL OPPORTUNITIES THAT LEAD TO COLLEGE SUCCESS. | $2,500 |
| TRIBECA FILM INSTITUTE | |||||||
| 32 AVENUE OF THE AMERICAS 27FL | NEW YORK | NY | 10013 | NONE | PC | CHAMPIONS STORYTELLERS TO BE CATALYSTS FOR CHANGE IN THEIR COMMUNITIES AND AROUND THE WORLD. | $2,000 |
| TRUSTEES OF TUFTS UNIVERSITY | |||||||
| 80 GEORGE STREET | MEDFORD | MA | 02155 | NONE | PC | A MODERATELY SIZED UNIVERSITY THAT EXCELS AT RESEARCH AND PROVIDING STUDENTS WITH A PERSONAL EXPERIENCE. | $1,000 |
| UNITED WAY OF MA BAY | |||||||
| 51 SLEEPER ST | BOSTON | MA | 02210 | NONE | PC | UNITE TO CREATE POSITIVE, LASTING CHANGE FOR PEOPLE IN NEED. | $41,000 |
| VILNA SHUL | |||||||
| 18 PHILLIPS STREET BEACON HILL | BOSTON | MA | 02114 | NONE | PC | TO PRESERVE THE HISTORIC VILNA SHUL AND PERPETUATE AN ENDURING JEWISH IDENTITY IN BOSTON THROUGH EDUCATION, COMMUNITY PARTNERSHIPS, EXHIBITIONS AND THE CELEBRATION OF HOLIDAY AND LIFE-CYCLE EVENTS. | $500 |
| WHITEHEAD INSTITUTE | |||||||
| 455 MAIN STREET | CAMBRIDGE | MA | 02142 | NONE | PC | WORLD-RENOWNED NON-PROFIT RESEARCH INSTITUTION DEDICATED TO IMPROVING HUMAN HEALTH THROUGH BASIC BIOMEDICAL RESEARCH. | $2,500 |
| MOUNT SINAI HEALTH SYSTEM | |||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | NONE | PC | UNIQUE SUPPORT PROGRAM THAT PAIRS GYNECOLOGIC CANCER PATIENTS WITH TRAINED SURVIVOR VOLUNTEERS WHO PROVIDE ONE-ON-ONE EMOTIONAL SUPPORT AND MENTORING TO WOMEN WHEN THEY NEED IT MOST. | $1,000 |
| YOUTH VILLAGES | |||||||
| 400 WEST CUMMINGS PARK SUITE 5200 | WOBURN | MA | 01801 | NONE | PC | DEDICATED TO HELPING EMOTIONALLY AND BEHAVIORALLY TROUBLED CHILDREN AND THEIR FAMILIES LIVE SUCCESSFULLY. | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,236,217 | 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 | $20,942 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,475 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $101,289 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $122,231 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,475 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $128,706 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | INCOME GENERATED FROM INVESTMENT PARTNERSHIPS HELD BY THE FOUNDATION | RelationshipStatementTxt |
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 | $117,479 | $118,538 |
| BERKSHIRE FUND VII LP | AT COST | $69,305 | $155,230 |
| BERKSHIRE FUND VII (OS) LP | AT COST | $93,835 | $93,750 |
| CORVEX OFFSHORE | AT COST | $1,000,000 | $1,486,931 |
| RIVA CAPITAL PARTNERS II LP | AT COST | $155,569 | $172,376 |
| SUVRETTA | AT COST | $1,500,000 | $3,263,375 |
| TBC OFFSHORE LTD | AT COST | $5,000,000 | $5,723,009 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $9,003 | $9,003 | $0 |
| BANK FEES | $1,050 | $1,050 | $0 |
| FROM K-1S - PORTFOLIO DEDUCTIONS | $11,669 | $11,669 | $0 |
| NONDEDUCTIBLE EXPENSES | $15 | $0 | $0 |
| FILING FEES | $35 | $35 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORDINARY INCOME FROM PARTNERHSIPS | $6,450 | $6,450 | $6,450 |
| IRS REFUND | $25 | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES PAID | $92 | $0 | $0 |
| FOREIGN TAX WITHHELD | $1 | $1 | $0 |
Comments