2016-11-15T11:10:50-06:00 2015-12-31 050409384 KAHN LITWIN RENZA & CO LTD 99 SUMMER STREET SUITE 520 BOSTON MA 02110 990PF 2015-01-01 043334973 RUDERMAN FAMILY FOUNDATION RUDE 6175599919 2150 WASHINGTON STREET NEWTON MA 02462 SHARON SHAPIRO PRESIDENT, TRUSTEE 6175599919 2016-11-08 1 YASMIN CAUSER P00436854 6172368098 2015 2017-02-10 21:41:12Z X 173288208 X X 8013 7692 8826159 8826143 -704518 94543701 0 67627 -2268 8197281 8831567 459752 0 413777 163538 0 147184 87328 0 78596 3981 0 3981 14676 0 14676 202130 202130 0 415805 38735 38383 107180 0 107180 1026135 0 998635 2480525 240865 1802412 6379912 6379912 8860437 240865 8182324 -663156 8590702 2762220 1230519 1230519 148644388 129580219 143689595 8798266 28672439 28191683 263410 321951 176411 160468284 159805128 173288208 0 0 X 0 0 0 0 160468284 159805128 160468284 159805128 160468284 159805128 160468284 -663156 0 159805128 0 159805128 NORTHERN TRUST #26858 P 2015-01-01 2015-12-31 50816447 52376165 -1559718 -1559718 NORTHERN TRUST #26858 P 2015-01-01 2015-12-31 18486216 18988356 -502140 -502140 MEDITECH STOCK P 2015-01-01 2015-12-31 24999930 23888822 1111108 1111108 K-1 PRIVATE EQUITY PORTFOLIO TECHNOLOGY FUND, LLC P 5529 5529 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 241108 241108 241108 -704518 0 6172592 159035506 0.038813 5495420 117163864 0.046904 4043560 68490595 0.059038 2764487 6105352 0.452797 2371373 5440763 0.435853 1.033405 0.206681 175490624 36270578 85907 36356485 8182324 171814 0 171814 0 171814 229330 50000 279330 107516 107516 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 WWW.RUDERMANFOUNDATION.ORG JAY RUDERMAN 6175599919 2150 WASHINGTON STREET NEWTON MA 02462 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 220592 15814 0 SHARON ELLEN SHAPIRO 2150 WASHINGTON STREET NEWTON MA 02462 TRUSTEE 30.00 71696 15814 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 90547 15814 0 FRANCINE SHRON 2150 WASHINGTON STREET NEWTON MA 02462 PROGRAM OFFICER 40.00 76917 14469 0 NONE 0 THE NORTHERN TRUST COMPANY 2150 WASHINGTON STREET NEWTON MA 02462 INVESTMENT ADVISOR 202130 DAVID BERNSTEIN 2150 WASHINGTON STREET NEWTON MA 02462 PROGRAM DEVELOPMENT CONSULTANT 67061 0 0 172740240 5422830 0 178163070 0 0 178163070 2672446 175490624 8774531 8774531 171814 171814 8602717 0 8602717 0 8602717 8182324 0 8182324 0 8182324 8602717 0 0 2105497 2464231 702053 5271781 8182324 0 0 0 8182324 0 420393 420393 4851388 0 0 0 0 0 0 1685104 3166284 2464231 702053 MARCIA RUDERMAN X SHARON E SHAPIRO 2150 WASHINGTON STREET NEWTON MA 02462 6175999919 NOT APPLICABLE NONE ORGANIZATIONS MUST QUALIFY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 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PURPOSE 5000 6379912 0 RUDERMAN INCLUSION SUMMIT 69895 14 8013 14 8826159 18 -704518 SCHEDULE K-1 - PRIVATE EQUITY PORTFOLIO FUND, III, LLC 211110 14 -1051 SCHEDULE K-1 - PRIVATE EQUITY PORTFOLIO TECHNOLOGY FUND, LLC 211110 14 -1217 0 8127386 69895 8197281 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. 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 14676 0 14676 BONDS/OBLIGATIONS/HOLDINGS 28672439 28191683 CORPORATE STOCK 29341640 28451654 REAL ESTATE FUNDS 2247263 2142483 COMMODITIES 1020914 874413 MEDICAL INFORMATION TECHNOLOGY 96970402 112221045 INTEREST IN PARTNERSHIPS AT COST 221951 76411 CONVERTIBLE NOTE - THE AFFINITY PROJECT AT COST 100000 100000 NIXON PEABODY LLP 408 0 408 BOB GOLDMAN LAW 3573 0 3573 COMMUNICATIONS 86053 0 86053 COMPUTER SERVICES 16866 0 16866 DUES AND SUBSCIPTIONS 1688 0 1688 EQUIPMENT EXPENSE 3371 0 3371 GENERAL SUPPORT SERVICES 25550 0 25550 INSURANCE 1478 0 1478 MISCELLANEOUS EXPENSES 10656 0 10656 OFFICE EXPENSE 35197 0 35197 ORGANIZATIONAL DEVELOPMENT 29937 0 29937 PAYROLL SERVICE EXPENSE 4044 0 4044 PHILANTHROPY SERVICES 35750 0 35750 POSTAGE AND DELIVERY 1059 0 1059 PROGRAM DEVELOPMENT & STRATEGY 213021 0 213021 PROGRAM EXPENSES AND MATERIALS 541275 0 513775 TELEPHONE EXPENSE 20190 0 20190 RUDERMAN INCLUSION SUMMIT 69895 69895 SCHEDULE K-1 - PRIVATE EQUITY PORTFOLIO FUND, III, LLC -1051 -1051 -1051 SCHEDULE K-1 - PRIVATE EQUITY PORTFOLIO TECHNOLOGY FUND, LLC -1217 -1217 -1217 NORTHERN TRUST # 6858- INVESTMENT FEES 202130 202130 0 FOREIGN TAXES PAID 38735 38735 0 PAYROLL TAXES 41537 0 37383 FEDERAL & STATE TAXES 335533 0 1000