RUDERMAN FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RUDERMAN FAMILY FOUNDATION (EIN 04-3334973)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201643209349101804
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T11:10:50-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | SHARON SHAPIRO | PersonNm |
| Person Title | PRESIDENT, TRUSTEE | PersonTitleTxt |
| Phone | 6175599919 | PhoneNum |
| Signature | 2016-11-08 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $173,288,208 | 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 | $8,013 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,692 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,826,159 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,826,143 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$704,518 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $94,543,701 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $67,627 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,268 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,197,281 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,831,567 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $459,752 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $413,777 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $163,538 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $147,184 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $87,328 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $78,596 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,981 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,981 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,676 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,676 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $202,130 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $202,130 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $415,805 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38,735 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $38,383 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $107,180 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $107,180 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,026,135 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $998,635 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,480,525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $240,865 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,802,412 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,379,912 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,379,912 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,860,437 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $240,865 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,182,324 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$663,156 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,590,702 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,762,220 | CashBOYAmt |
| Cash EOY | $1,230,519 | CashEOYAmt |
| Cash EOYFMV | $1,230,519 | CashEOYFMVAmt |
| Corporate Stock BOY | $148,644,388 | CorporateStockBOYAmt |
| Corporate Stock EOY | $129,580,219 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $143,689,595 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,798,266 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $28,672,439 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $28,191,683 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $263,410 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $321,951 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $176,411 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $160,468,284 | TotalAssetsBOYAmt |
| Total Assets EOY | $159,805,128 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $173,288,208 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $160,468,284 | RetainedEarningBOYAmt |
| Retained Earning EOY | $159,805,128 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $160,468,284 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $159,805,128 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $160,468,284 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $159,805,128 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $160,468,284 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$663,156 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $159,805,128 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $159,805,128 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NORTHERN TRUST #26858 | P | 2015-01-01 | 2015-12-31 | $50,816,447 | $52,376,165 | -$1,559,718 | -$1,559,718 |
| NORTHERN TRUST #26858 | P | 2015-01-01 | 2015-12-31 | $18,486,216 | $18,988,356 | -$502,140 | -$502,140 |
| MEDITECH STOCK | P | 2015-01-01 | 2015-12-31 | $24,999,930 | $23,888,822 | $1,111,108 | $1,111,108 |
| K-1 PRIVATE EQUITY PORTFOLIO TECHNOLOGY FUND, LLC | P | $5,529 | $5,529 | ||||
| K-1 PRIVATE EQUITY PORTFOLIO TECHNOLOGY FUND, LLC | P | -$26 | -$26 | ||||
| K-1 PRIVATE EQUITY PORTFOLIO FUND III | P | -$17 | -$17 | ||||
| K-1 PRIVATE EQUITY PORTFOLIO FUND III | P | -$362 | -$362 | ||||
| CAPITAL GAINS DIVIDENDS | P | $241,108 | $241,108 | $241,108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$704,518 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,172,592 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $159,035,506 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038813 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,495,420 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $117,163,864 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046904 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,043,560 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $68,490,595 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059038 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,764,487 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,105,352 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.452797 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,371,373 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,440,763 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.435853 | DistributionYr5Rt |
| Total Distribution | 1.033405 | TotalDistributionRt |
| Average Distribution | 0.206681 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $175,490,624 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $36,270,578 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $85,907 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,356,485 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,182,324 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $171,814 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $171,814 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $171,814 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $229,330 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $50,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $279,330 | TotalPaymentsAndCreditsAmt |
| Overpayment | $107,516 | OverpaymentAmt |
| Applied To ES Tax | $107,516 | 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 | 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 (7 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 | TRUSTEE | 50.00 | $220,592 | $15,814 | $0 |
| SHARON ELLEN SHAPIRO | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | TRUSTEE | 30.00 | $71,696 | $15,814 | $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 | $90,547 | $15,814 | $0 |
| FRANCINE SHRON | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | PROGRAM OFFICER | 40.00 | $76,917 | $14,469 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | |||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | INVESTMENT ADVISOR | $202,130 |
| DAVID BERNSTEIN | |||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | PROGRAM DEVELOPMENT CONSULTANT | $67,061 |
| 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 | $172,740,240 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,422,830 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $178,163,070 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $178,163,070 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,672,446 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $175,490,624 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,774,531 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,774,531 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $171,814 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $171,814 | TotalTaxAmt |
| Distributable Before Adj | $8,602,717 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,602,717 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,602,717 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,182,324 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,182,324 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,182,324 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,602,717 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,105,497 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,464,231 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $702,053 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $5,271,781 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,182,324 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,182,324 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $420,393 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $420,393 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,851,388 | 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 | $1,685,104 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,166,284 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,464,231 | ExcessFromYear4Amt |
| Excess From Year3 | $702,053 | ExcessFromYear3Amt |
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 (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALPHA-1 FOUNDATION | ||||||||||
| 2937 SW 27TH AVENUE 302 | MIAMI | FL | 33101 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||
| AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO | ||||||||||
| 767 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $95,000 | |||
| AMERICAN FRIENDS OF ISRAEL ELWYN | ||||||||||
| PO BOX 828284 | PHILADELPHIA | PA | 19182 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $60,000 | |||
| AMERICAN FRIENDS OF REUT INSTITUTE | ||||||||||
| 8383 WILSHIRE BLVD 400 | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |||
| AMERICAN ISRAEL EDUCATION FOUNDATION | ||||||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |||
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||||
| 711 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $990,000 | |||
| AMERICAN SOCIETY OF THE UNIVERSITY OF HAIFA | ||||||||||
| 80 BROAD STREET | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $260,000 | |||
| ANTI-DEFAMATION LEAGUE | ||||||||||
| 40 COURT STREET 12TH FLOOR | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,860 | |||
| ASPERGERAUTISM NETWORK | ||||||||||
| 51 WATER STREET 206 | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| ASSN OF ADULT MUSICIANS WITH HEARING LOSS | ||||||||||
| PO BOX 522 | ROCKVILLE | MD | 01970 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $250 | |||
| ASSN OF CTRS ON DISABILITIES (AUCD) | ||||||||||
| 1100 WAYNE AVE SUITE 1000 | SILVER SPRING | MD | 20848 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| ASSOCIATED GRANTMAKERS | ||||||||||
| 133 FEDERAL STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| AUTISM SOCIETY OF AMERICA | ||||||||||
| 4340 EAST-WEST HIGHWAY 350 | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |||
| B'NAI TORAH CONGREGATION | ||||||||||
| 6261 SW 18TH STREET | BOCA RATON | FL | 33433 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| BEST BUDDIES INTERNATIONAL | ||||||||||
| 100 SE SECOND ST 2200 | MIAMI | FL | 33131 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| BOCA RATON REGIONAL HOSPITAL | ||||||||||
| 800 MEADOWS ROAD | BOCA RATON | FL | 33433 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| BOSTON CHILDRENS HOSPITAL | ||||||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |||
| BOSTON JEWISH FILM FESTIVAL INC | ||||||||||
| 1001 WATERTOWN STREET | WEST NEWTON | MA | 02465 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $30,000 | |||
| BRANDEIS UNIVERSITY | ||||||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $153,400 | |||
| BRIAN D SILBER MEMORIAL FUND | ||||||||||
| 18 ROADHEATH | PEABODY | MA | 01960 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| CARDINAL CUSHING CENTERS INC | ||||||||||
| 405 WASHINGTON ST | HANOVER | MA | 02339 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,800 | |||
| CENTER FOR JEWISH CULTURE AND CREATIVITY | ||||||||||
| 2576 BROADWAY 292 | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |||
| CITY OF MALDEN | ||||||||||
| 200 PLEASANT STREET | MALDEN | MA | 02148 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| COHEN HILLEL ACADEMY | ||||||||||
| 6 COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON | ||||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,205,850 | |||
| DISABILITY RIGHTS ADVOCATES | ||||||||||
| 2001 CENTER STREET FOURTH FLOOR | BERKLEY | CA | 94704 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |||
| DRAKE UNIVERISTY | ||||||||||
| 2507 UNIVERSITY AVE | DES MOINES | IA | 50311 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |||
| FJC A FOUNDATION OF PHILANTHROPIC FUNDS | ||||||||||
| 520 8TH AVENUE 20TH FL | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $60,000 | |||
| FOUNDATION FOR JEWISH CAMP INC | ||||||||||
| 253 WEST 35TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $271,700 | |||
| FRIENDSHIP CIRCLE OF MIAMI | ||||||||||
| 8700 SW 112 STREET | MIAMI | FL | 33176 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||
| GANN ACADEMY | ||||||||||
| 333 FOREST STREET | WALTHAM | MA | 02452 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| GATEWAYS ACCESS TO JEWISH EDUCATION | ||||||||||
| 333 NAHANTON SREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $48,800 | |||
| HEBREW COLLEGE | ||||||||||
| 160 HERRICK ROAD | NEWTON CENTRE | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |||
| HILLEL FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $121,500 | |||
| HOLOCAUST SURVIVORS FOUNDATION USA | ||||||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |||
| HUNTINGTON THEATRE COMPANY INC | ||||||||||
| 264 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,500 | |||
| INSTITUTE FOR HUMAN CENTERED DESIGN INC | ||||||||||
| 200 PORTLAND ST 1 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| INTL ASSN JEWISH GENEOLOGICAL SOCIETIES | ||||||||||
| 1800 BEN FRANKLIN DRIVE A1002 | SARASOTA | FL | 34236 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| JEWISH ADOPTION AND FOSTER CARE OPTIONS (JAFCO) | ||||||||||
| 4200 NO UNIVERSITY DRIVE | SUNRISE | FL | 33351 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| JEWISH COMMUNITY CENTERS OF GREATER BOSTON | ||||||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| JEWISH COMMUNITY CENTERS OF NORTH SHORE | ||||||||||
| 4 COMMUNITY RD | MARBLEHEAD | MA | 01945 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| JEWISH COMMUNITY RELATIONS COUNCIL | ||||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||
| JEWISH FAMILY SERVICE ASSN OF CLEVELAND | ||||||||||
| 24075 COMMERCE PARK | BEACHWOOD | OH | 44122 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| JEWISH FEDERATION OF S PALM BEACH | ||||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| JEWISH FEDERATIONS OF NORTH AMERICA | ||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $150,000 | |||
| JEWISH FOUNDATION FOR GROUP HOMES INC | ||||||||||
| 1500 EAST JEFFERSON STREET | ROCKVILLE | MD | 20852 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $250 | |||
| JEWISH FUNDERS NETWORK | ||||||||||
| 150 WEST 30TH STREET 900 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $11,100 | |||
| JUDGE BAZELON CENTER FOR MENTAL HEALTH | ||||||||||
| 1101 15TH ST NW SUITE 1212 | WASHINTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||
| LAPPIN FOUNDATION INC | ||||||||||
| 29 CONGRESS STREET | SALEM | MA | 01960 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |||
| LURIA ACADEMY OF BROOKLYN | ||||||||||
| 238 ST MARKS AVE | BROOKLYN | NY | 11238 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| MA GENERAL HOSPITALLURIE CENTER | ||||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |||
| MACHANE ISRAEL INC | ||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $290,080 | |||
| MAIMONDES SCHOOL | ||||||||||
| 34 PHILBRICK RD | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $360 | |||
| MAYYIM HAYYIM LIVING WATERS COMMUNITY | ||||||||||
| 1838 WASHINGTON STREET | NEWTON | MA | 02466 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |||
| MEMORIAL FOUNDATION FOR JEWISH CULTURE | ||||||||||
| 50 BROADWAY | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| NATIONAL RAMAH COMMISSION | ||||||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $116,667 | |||
| NEW ENGLAND COUNCIL | ||||||||||
| 98 NORTH WASHINGTON STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,285 | |||
| NEW ENGLAND JEWISH LABOR COMMITTEE | ||||||||||
| 18 TREMONT STREET 320 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $850 | |||
| NEW ENGLAND YACHAD | ||||||||||
| 384 HARVARD ST | BROOKLINE | MA | 02446 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $60,000 | |||
| NORTHEASTERN UNIVERSITY | ||||||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $30,000 | |||
| PEF ISRAEL ENDOWMENT FUNDS INC | ||||||||||
| 317 MADISON AVENUE 607 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $240,000 | |||
| PRESENTENSE ISRAEL | ||||||||||
| 115 E 23RD STREET 3RD FLOOR | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |||
| RASHI SCHOOL | ||||||||||
| 8000 GREAT MEADOW RD | DEDHAM | MA | 02026 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |||
| RUDERMAN FAMILY FOUNDATION ISRAEL (AMUTAH) | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL PURPOSE | $800,000 | 12 ELI HOROVITZ | REHOVOT | IS | ||||
| SHRINERS BURN HOSPITAL | ||||||||||
| 51 BLOSSOM ST | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |||
| TEMPLE BETH ISRAEL | ||||||||||
| 70 ORCHARD AVE | PROVIDENCE | RI | 02906 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,800 | |||
| TEMPLE SHALOM | ||||||||||
| 175 TEMPLE ST | WEST NEWTON | MA | 02465 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $360 | |||
| TRIANGLE INC | ||||||||||
| 420 PEARL STREET | MALDEN | MA | 02148 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||
| UNDERSTANDING OUR DIFFERENCES | ||||||||||
| 100 WALNUT ST | NEWTON | MA | 02460 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |||
| UNION FOR REFORMED JUDAISM | ||||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200,500 | |||
| UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM | ||||||||||
| 820 SECOND AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $125,000 | |||
| UNIVERSITY OF DELAWARE | ||||||||||
| 210 HULLIHEN HALL | NEWARK | DE | 18717 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |||
| UNIVERSITY OF MASSACHUSETTS | ||||||||||
| 1 BEACON STREET | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,379,912 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RUDERMAN INCLUSION SUMMIT | Desc |
| Related Or Exempt Function Incm | $69,895 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,013 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,826,159 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$704,518 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| SCHEDULE K-1 - PRIVATE EQUITY PORTFOLIO FUND, III, LLC | 211110 | 14 | -$1,051 |
| SCHEDULE K-1 - PRIVATE EQUITY PORTFOLIO TECHNOLOGY FUND, LLC | 211110 | 14 | -$1,217 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,127,386 | ExclusionAmt |
| Related Or Exempt Function Incm | $69,895 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,197,281 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (6 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | THE RUDERMAN INCLUSION SUMMIT WILL BRING TOGETHER ALL STAKEHOLDERS IN |
| 1A | OUR COMMUNITY TO FOSTER STRATEGIC ADVOCACY AND AWARENESS, PEER TO PEER |
| 1A | LEARNING, BEST PRACTICE, NETWORKING AND MORE. THE SUMMIT WILL FEATURE |
| 1A | INTERNATIONALLY RECOGNIZED LEADERS IN THE FIELD, SPEAKING AND ENGAGING |
| 1A | WITH ATTENDEES ON THE CRITICAL ISSUES OF EDUCATION, HOUSING, |
| 1A | EMPLOYMENT, COMMUNITY AND RELIGIOUS LIFE. |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $14,676 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,676 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS/OBLIGATIONS/HOLDINGS | BondNm |
| EOY Book Value | $28,672,439 | EOYBookValueAmt |
| EOYFMV | $28,191,683 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $29,341,640 | $28,451,654 |
| REAL ESTATE FUNDS | $2,247,263 | $2,142,483 |
| COMMODITIES | $1,020,914 | $874,413 |
| MEDICAL INFORMATION TECHNOLOGY | $96,970,402 | $112,221,045 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST IN PARTNERSHIPS | AT COST | $221,951 | $76,411 |
| CONVERTIBLE NOTE - THE AFFINITY PROJECT | AT COST | $100,000 | $100,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NIXON PEABODY LLP | $408 | $0 | $408 |
| BOB GOLDMAN LAW | $3,573 | $0 | $3,573 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMUNICATIONS | $86,053 | $0 | $86,053 |
| COMPUTER SERVICES | $16,866 | $0 | $16,866 |
| DUES AND SUBSCIPTIONS | $1,688 | $0 | $1,688 |
| EQUIPMENT EXPENSE | $3,371 | $0 | $3,371 |
| GENERAL SUPPORT SERVICES | $25,550 | $0 | $25,550 |
| INSURANCE | $1,478 | $0 | $1,478 |
| MISCELLANEOUS EXPENSES | $10,656 | $0 | $10,656 |
| OFFICE EXPENSE | $35,197 | $0 | $35,197 |
| ORGANIZATIONAL DEVELOPMENT | $29,937 | $0 | $29,937 |
| PAYROLL SERVICE EXPENSE | $4,044 | $0 | $4,044 |
| PHILANTHROPY SERVICES | $35,750 | $0 | $35,750 |
| POSTAGE AND DELIVERY | $1,059 | $0 | $1,059 |
| PROGRAM DEVELOPMENT & STRATEGY | $213,021 | $0 | $213,021 |
| PROGRAM EXPENSES AND MATERIALS | $541,275 | $0 | $513,775 |
| TELEPHONE EXPENSE | $20,190 | $0 | $20,190 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| RUDERMAN INCLUSION SUMMIT | $69,895 | $69,895 | |
| SCHEDULE K-1 - PRIVATE EQUITY PORTFOLIO FUND, III, LLC | -$1,051 | -$1,051 | -$1,051 |
| SCHEDULE K-1 - PRIVATE EQUITY PORTFOLIO TECHNOLOGY FUND, LLC | -$1,217 | -$1,217 | -$1,217 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NORTHERN TRUST # 6858- INVESTMENT FEES | CategoryTxt |
| Amt | $202,130 | Amt |
| Net Investment Income | $202,130 | 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 | $38,735 | $38,735 | $0 |
| PAYROLL TAXES | $41,537 | $0 | $37,383 |
| FEDERAL & STATE TAXES | $335,533 | $0 | $1,000 |