SIDMAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SIDMAN FAMILY FOUNDATION (EIN 20-3867727)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-16
- IRS object ID
- 202543209349100259
- Schema version
- 2024v5.2
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-16T07:43:58-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 | 2024-07-01 | 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 | 8 NEWBURY ST 5TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOPE SIDMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6462135100 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALISON ANDERSEN | PreparerPersonNm |
| PTIN | P00826218 | PTIN |
| Phone | 6462135100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,969,145 | 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 | $121,066 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121,066 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,877,212 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $3,877,212 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,295 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,295 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,001,573 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,001,573 | 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 | $430 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $385 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $44 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60,390 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50,990 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,820 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,375 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,444 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,434,080 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,434,080 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,494,900 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,375 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,443,524 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,506,673 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,950,198 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $997,067 | CashBOYAmt |
| Cash EOY | $73,328 | CashEOYAmt |
| Cash EOYFMV | $73,328 | CashEOYFMVAmt |
| Other Investments BOY | $3,590,186 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,962,198 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,895,817 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,587,253 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,035,526 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,969,145 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,587,253 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,035,526 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,587,253 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,035,526 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,587,253 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,035,526 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,587,253 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,506,673 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,093,926 | SubtotalAmt |
| Other Decreases | $58,400 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,035,526 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| SHORT TERM GAINS FROM PASS THRUS | P | -$6,636 | -$6,636 |
| LONG TERM GAINS FROM PASS THRUS | P | $53,762 | $53,762 |
| LONG TERM CAPITAL GAINS - AVAILABLE UPON REQUEST | P | $1,582,914 | $1,582,914 |
| SHORT TERM CAPITAL GAINS - AVAILABLE UPON REQUEST | P | $2,247,172 | $2,247,172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,877,212 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $54,908 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $54,908 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $54,908 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,481 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,481 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $42,427 | 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 | 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 | SIDMAN OFFICE | IndividualWithBooksNm |
| Phone | 6175741163 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 NEWBURY ST 5TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | 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 | 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PAULA M SIDMAN | ||||||||
| 1 SLOANS CURVE DRIVE | PALM BEACH | FL | 33480 | PRES/DIR | 5.00 | $0 | $0 | $0 |
| HOPE SIDMAN | ||||||||
| 6 NEWBURY ST 5TH FLOOR | BOSTON | MA | 02116 | TREAS/DIR | 5.00 | $0 | $0 | $0 |
| MATHEW K SIDMAN | ||||||||
| 297 COMMONWEALTH AVE | BOSTON | MA | 02116 | ASST TREAS/C | 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 | $7,682,992 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,291,402 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,974,394 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,974,394 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,616 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,839,778 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $441,989 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $441,989 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $54,908 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $54,908 | TotalTaxAmt |
| Distributable Before Adj | $387,081 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $387,081 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $387,081 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,443,524 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,443,524 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $387,081 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,468,912 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,394,688 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $667,330 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,530,930 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,443,524 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $387,081 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,056,443 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,587,373 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,587,373 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,468,912 | ExcessFromYear3Amt |
| Excess From Year2 | $1,394,688 | ExcessFromYear2Amt |
| Excess From Year1 | $667,330 | ExcessFromYear1Amt |
| Excess From Current Year | $1,056,443 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADL | |||||||
| 40 COURT STREET 12TH FLOOR | BOSTON | MA | 02108 | NONE | PC | CASH DONATION | $25,000 |
| BELMONT HILL SCHOOL | |||||||
| 350 PROSPECT ST | BELMONT | MA | 02478 | NONE | PC | CASH DONATION | $100,000 |
| BETH ISRAEL SYNOGOGUE | |||||||
| 12604 PACIFIC STREET | OMAHA | NE | 68154 | NONE | PC | BOOK OF REMEMBRANCE | $1,000 |
| BOSTON COMMUNITY PEDIATRICS | |||||||
| 905 SOUTH MAIN ST | MANSFIELD | MA | 02048 | NONE | PC | VOICES FROM THE FRONT LINES EVENT SPONSORSHIP | $25,000 |
| BROTHERS FOR LIFE | |||||||
| 1126 34TH AVE | SEATTLE | WA | 98122 | NONE | PC | CASH DONATION | $25,000 |
| CHABAD OF ANN ARBOR | |||||||
| 715 HILL ST | ANN ARBOR | MI | 48104 | NONE | PC | CASH DONATION | $2,500 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PC | CASH DONATION | $70,000 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PC | CASH DONATION | $250,000 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PC | CASH DONATION | $500 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PC | CASH DONATION | $5,400 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PC | STRONGER TOGETHER | $18,000 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PC | PYMT 2 OF 5 ANTISEMITISM | $100,000 |
| COTUIT ATHLETIC ASSOCIATION | |||||||
| PO POX | COTUIT | MA | 02635 | NONE | PC | CASH DONATION | $1,000 |
| COTUIT LIBRARY | |||||||
| PO BOX 648 | COTUIT | MA | 02635 | NONE | PC | CASH DONATION | $500 |
| DUKE UNIVERSITY | |||||||
| 2138 CAMPUS DR | DURHAM | NC | 27708 | NONE | PC | JEWISH LIFE AT DUKE | $347,000 |
| FRIENDS OF THE PUBLIC GARDEN | |||||||
| 69 BEACON STREET | BOSTON | MA | 02108 | NONE | PC | COMM AVE. LIGHTS | $40,000 |
| HILL HOUSE | |||||||
| 127 MOUNT VERNON STREET | BOSTON | MA | 02108 | NONE | PC | 2024 ANNUAL FUND | $1,000 |
| ISRAEL LACROSSE | |||||||
| 1501 BROADWAY FLOOR 21 | NEW YORK | NY | 10036 | NONE | PC | CASH DONATION | $1,800 |
| JCCA | |||||||
| 520 EIGHTH AVE | NEW YORK | NY | 10018 | NONE | PC | 2024 ANNUAL FUND | $15,000 |
| JEWISH FEDERATION OF PALM BEACH | |||||||
| 100 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 33409 | NONE | PC | PLS & HS | $37,000 |
| JEWISH RESOURCE CENTER | |||||||
| 290 FRANKLIN CTR | NORTHWESTERN SOUTHFIEL | MI | 48075 | NONE | PC | CASH DONATION | $20,000 |
| MICHIGAN HILLEL | |||||||
| 1429 HILL ST | ANN ARBOR | MI | 48104 | NONE | PC | CASH DONATION | $2,500 |
| MSPCA ANGELL | |||||||
| 350 SOUTH HUNTINGTON | BOSTON | MA | 02130 | NONE | PC | RAISE THE WOOF | $10,000 |
| PALM BEACH CC FOUNDATION | |||||||
| 760 NORTH OCEAN BLVD | PALM BEACH | FL | 33480 | NONE | PC | CASH DONATION | $4,000 |
| PLANNED PARENTHOOD LEAGUE OF MA | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PC | CASH DONATION | $10,000 |
| PMCJIMMY FUND | |||||||
| 121 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | NONE | PC | RIDER # JA0221 | $1,000 |
| PMCJIMMY FUND | |||||||
| 121 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | NONE | PC | MS0322 | $1,000 |
| TEAM IMPACT | |||||||
| 500 VICTORY RD 4TH FLOOR | QUINCY | MA | 02171 | NONE | PC | CASH DONATION | $25,000 |
| TEMPLE EMANUEL | |||||||
| 385 WARD STREET | NEWTON | MA | 02459 | NONE | PC | MORNING MINYAN | $50,000 |
| THE BOSTON FOUNDATION | |||||||
| 75 ARLINGTON ST | BOSTON | MA | 02116 | NONE | PC | CIVIC LEADERSHIP FUND | $33,000 |
| THE ESPLANADE ASSOCIATION | |||||||
| 376 BOYLSTON STREET NO 503 | BOSTON | MA | 02116 | NONE | PC | CASH DONATION | $5,200 |
| TOWN OF PALM BEACH UNITED WAY | |||||||
| 44 COCOANUT ROW | PALM BEACH | FL | 33480 | NONE | PC | CASH DONATION | $4,000 |
| WIDE HORIZON'S FOR CHILDREN INC | |||||||
| 40 S FULLERTON AVE | MONTCLAIR | NJ | 07042 | NONE | PC | SILVER SPONSORSHIP | $10,000 |
| WOMENS FOUNDATION OF BOSTON | |||||||
| 126 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PC | CASH DONATION | $5,000 |
| JEWISH RESOURCE CENTER | |||||||
| 290 FRANKLIN CTR | NORTHWESTERN SOUTHFIEL | MI | 48075 | NONE | PC | CASH DONATION | $5,000 |
| SPORTSMENS TENNIS & ENRICHMENT CENTER | |||||||
| 950 BLUE HILL AVE | DORCHESTER | MA | 02124 | NONE | PC | TENNIS BALL 2024 | $1,000 |
| BROTHERS FOR LIFE | |||||||
| 1126 34TH AVE | SEATTLE | WA | 98122 | NONE | PC | CASH DONATION | $25,000 |
| FRIENDS OF HAGAL SHELI INC | |||||||
| 8 THE GRN STE R | DOVER | DE | 19901 | NONE | PC | CASH DONATION | $18,000 |
| LAPPIN FOUNDATION | |||||||
| 100 CUMMINGS CTR STE 220G | BEVERLY | MA | 01915 | NONE | PC | CASH DONATION | $2,500 |
| STANDSTRONG | |||||||
| 2103 PAR THREE WAY | LITHONIA | GA | 30038 | NONE | PC | CASH DONATION | $2,500 |
| DALE ADLER MASTER CLINICIAN FUND | |||||||
| 70 FRANCIS STREET | BOSTON | MA | 02115 | NONE | PC | CASH DONATION | $5,000 |
| JDC | |||||||
| 220 E 42ND ST | NEW YORK CITY | NY | 10017 | NONE | PC | CASH DONATION | $500 |
| PLAYWRIGHTS HORIZONS | |||||||
| 416 W 42ND ST | NEW YORK CITY | NY | 10036 | M | PC | CASH DONATION | $2,500 |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVE STE 703 | NEW YORK CITY | NY | 10022 | NONE | PC | CASH DONATION | $100,000 |
| HADASSAH | |||||||
| 5030 ORCHARD LAKE RD | WEST BLOOMFIELD | MI | 48323 | NONE | PC | CASH DONATION | $500 |
| JEWISH FEDERATION OF CLEVELAND | |||||||
| 25701 SCIENCE PARK DR | CLEVELAND | OH | 44122 | NONE | PC | CASH DONATION | $180 |
| JCC OF GREATER BOSTON | |||||||
| 333 NAHANTON ST | NEWTON | MA | 02459 | NONE | PC | CASH DONATION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,434,080 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,066 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,295 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,877,212 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $121,066 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,880,507 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,001,573 | 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 (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BERKSHIRE FUND IX-A (IND) LP | AT COST | $657,357 | $657,357 |
| BERKSHIRE FUND VII LP | AT COST | $1,538 | $1,538 |
| GALLATIN POINT CAPITAL PARTNERS AIV A LP | AT COST | $48,381 | $48,381 |
| GALLATIN POINT CAPITAL PARTNERS LP | AT COST | $244,058 | $244,058 |
| JPM EQUITIES | AT COST | $2,695,760 | $3,469,035 |
| MERRILL LYNCH EQUITIES | AT COST | $301,087 | $301,087 |
| CORVEX OFFSHORE II | AT COST | $1,000,000 | $3,160,344 |
| JPM 9926 FIXED INCOME | AT COST | $469,948 | $469,948 |
| FIDELITY *2501 | AT COST | $1,544,069 | $1,544,069 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $58,400 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $6,399 | $6,399 | $0 |
| ACCOUNTING FEES | $18,800 | $9,400 | $9,400 |
| FROM K-1S - PORTFOLIO DEDUCTIONS | $24,110 | $24,110 | $0 |
| NONDEDUCTIBLE EXPENSES | $1,916 | $1,916 | $0 |
| BANK CHARGES | $146 | $146 | $0 |
| INVESTMENT INTEREST EXPENSE | $9,019 | $9,019 | $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 | $3,295 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,295 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,295 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES PAID | $89 | $44 | $44 |
| FOREIGN TAXES PAID | $341 | $341 | $0 |
Comments