BETA

SIDMAN FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SIDMAN FAMILY FOUNDATION (EIN 20-3867727)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-03-15
IRS object ID
201600759349100605
Schema version
2014v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-03-15T13:47:23-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11177 AVENUE OF THE AMERICAS 18THAddressLine1Txt
Address Line2FLOORAddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203867727EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SIDMAN FAMILY FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O JILL MCGAFFIGANBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSIDMBusinessNameControlTxt
Phone6462135314PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1BEACON COMPANIES 50 FEDERAL STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOPE SIDMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6462135314PhoneNum
Signature2016-03-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALISON ANDERSENPreparerPersonNm
PTINP00826218PTIN
Phone6462135100PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,572,264FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,989DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,989DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$222,160OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$222,160OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$226,149TotalRevAndExpnssAmt
Total Net Invst Incm$226,149TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$875AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$875AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$738TaxesRevAndExpnssAmt
Taxes Net Invst Incm$738TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$21,817OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$20,787OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,030OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,305TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,400TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,905TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,025,680ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,025,680ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,049,985TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,400TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,027,585TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$823,836ExcessRevenueOverExpensesAmt
Net Investment Income$203,749NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,461,381CashBOYAmt
Cash EOY$3,659,221CashEOYAmt
Cash EOYFMV$3,659,221CashEOYFMVAmt
Other Investments BOY$8,508,163OtherInvestmentsBOYAmt
Other Investments EOY$8,486,487OtherInvestmentsEOYAmt
Other Investments EOYFMV$10,913,043OtherInvestmentsEOYFMVAmt
Total Assets BOY$12,969,544TotalAssetsBOYAmt
Total Assets EOY$12,145,708TotalAssetsEOYAmt
Total Assets EOYFMV$14,572,264TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$12,969,544UnrestrictedBOYAmt
Unrestricted EOY$12,145,708UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$12,969,544TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,145,708TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,969,544TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,145,708TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,969,544TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$823,836ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$12,145,708SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,145,708TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$39,300AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$10,640,517NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.003693DistributionYr1Rt
Adjusted Qlfy Distri Yr2$953,748AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,733,659NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.123324DistributionYr2Rt
Adjusted Qlfy Distri Yr3$993,382AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,331,902NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.135488DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,057,889AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,094,557NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.173579DistributionYr4Rt
Adjusted Qlfy Distri Yr5$816,170AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,469,511NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.096366DistributionYr5Rt
Total Distribution0.532450TotalDistributionRt
Average Distribution0.106490AverageDistributionRt
Net Vl Noncharitable Assets$14,523,607NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,546,619AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,037NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,548,656AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,027,585QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,075InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,075SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,075TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$1,500AppliedToEsTaxAmt
Total Payments And Credits$1,500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1EsPenaltyAmt
Tax Due$2,576TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksNICHOLAS L IACUZIOIndividualWithBooksNm
Phone6175741163PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line150 FEDERAL STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAULA M SIDMAN
50 FEDERAL STREETBOSTONMA02110PRES/DIR5.00$0$0$0
HOPE SIDMAN
50 FEDERAL STREETBOSTONMA02110TREAS/DIR5.00$0$0$0
MATHEW K SIDMAN
50 FEDERAL STREETBOSTONMA02110ASST TREAS/C5.00$0$0$0
J ROBERT CASEY
400 ATLANTIC AVEBOSTONMA02110ASST CLERK5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,663,453AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,081,326AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,744,779TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,744,779AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$221,172CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,523,607NetVlNoncharitableAssetsAmt
Minimum Investment Return$726,180MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$726,180MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,075TaxBasedOnInvestmentIncomeAmt
Income Tax$24IncomeTaxAmt
Total Tax$4,099TotalTaxAmt
Distributable Before Adj$722,081DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$722,081DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$722,081DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,027,585ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,027,585QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,027,585AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$722,081DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$384,816ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$762,225ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$626,787ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$572,157ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$2,345,985TotalExcessDistributionCyovAmt
Qualifying Distributions$1,027,585QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$722,081AppliedToCurrentYearAmt
Remaining Distri From Corpus$305,504RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,651,489TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$384,816ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,266,673ExcessDistriCyovToNextYrAmt
Excess From Year4$762,225ExcessFromYear4Amt
Excess From Year3$626,787ExcessFromYear3Amt
Excess From Year2$572,157ExcessFromYear2Amt
Excess From Current Year$305,504ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF MAOZ
29 MERRILL ROADNEWTONMA024591320NONEPCSERVICES$10,000
AMERICAN FRIENDS OF TEEL AVIV UNIVERSITY
39 BROADWAY SUITE 1510NEW YORKNY10006NONEPCSERVICES$10,000
AMERICAN JOINT DISTRIBUTION COMMITTEE
PO BOX 4124NEW YORKNY10163NONEPCSERVICES$1,000
BOSTON CHILDREN'S MUSEUM
308 CONGRESS STBOSTONMA02210NONEPCSERVICES$9,000
BOYS AND GIRLS CLUB OF BOSTON
15 TALBOT AVEDORCHESTERMA02124NONEPCSERVICES$5,000
BRIGHAM & WOMEN'S HOSPITAL
75 FRANCIS STBOSTONMA02115NONEPCSERVICES$10,000
BUCKINGHAM BROWN & NICHOLS
80 GERRYS LANDING RDCAMBRIDGEMA02138NONEPCSERVICES$50,000
CAMP KESEM
PO BOX 452CULVER CITYCA90232NONEPCSERVICES$1,000
CAPE CODE CHILDREN'S MUSEUM
577 GREAT NECK RD SMASHPEEMA02649NONEPCSERVICES$250
COMBINED JEWISH PHILANTHROPIES
126 HIGH STBOSTONMA02110NONEPCSERVICES$375,000
COTUIT LIBRARY ASSOCIATION
871 MAIN STREETCOTUITMA02635NONEPCSERVICES$500
CRADLES TO CRAYONS
155 N BEACON STBRIGHTONMA02135NONEPCSERVICES$2,500
DUKE UNIVERSITY
700 W MAIN STREET SUITE 100DURHAMNC27701NONEPCSERVICES$50,000
EMERALD NECKLACE
125 THE FENWAYBOSTONMA02115NONEPCSERVICES$500
EPIPHANY SCHOOL
154 CENTRE STBOSTONMA02124NONEPCSERVICES$2,500
FAMILY REACH FOUNDATION
142 BERKELEY ST STE 4BOSTONMA02116NONEPCSERVICES$8,800
FRIENDS OF PUBLIC GARDENS
69 BEACON STBOSTONMA02108NONEPCSERVICES$5,000
HASSENFELD CHILDREN'S CENTER NY LANGONE
160 E 32ND ST STE 201NEW YORKNY10016NONEPCSERVICES$5,000
HEBREW SENIOR LIFE
7000 GREAT MEADOW RDDEDHAMMA02026NONEPCSERVICES$5,100
HILL HOUSE
74 JOY STBOSTONMA02114NONEPCSERVICES$2,500
HOPE HOSPICE
765 ATTUCKS LNHYANNISMA02601NONEPCSERVICES$250
JCC ASSOCIATION
520 8TH AVENEW YORKNY10018NONEPCSERVICES$130,000
JEWISH COMMUNITY HOUSING FOR THE ELDERLY
30 WALLINGFORD RDBRIGHTONMA02135NONEPCSERVICES$600
JEWISH COMMUNITY RELATIONS COUNCIL
126 HIGH STBOSTONMA02110NONEPCSERVICES$1,000
JOHN J BACH BRANCH LIBRARY LIBRARY FOUNDATION
455 NEW SCOTLAND AVEALBANYNY12208NONEPCSERVICES$250
MANDEL JCC
5221 HOOD RDPALM BEACH GARDENSFL33418NONEPCSERVICES$20,100
MARANYUNDO INITIATIVE
PO BOX 1342MANSFIELDMA02048NONEPCSERVICES$2,500
MORSE GERIATIC CENTER
4855 FRED GLADSTONE DRWEST PALM BEACHFL33417NONEPCSERVICES$150
MSPCA-ANGELL
350 S HUNTINGTON AVEJAMAICA PLANMA02130NONEPCSERVICES$20,000
MUSEUM OF SCIENCE
1 SCIENCE PARKBOSTONMA02114NONEPCSERVICES$1,500
NEW CENTER FOR ARTS & CULTURE
18 TREMONT STBOSTONMA02108NONEPCSERVICES$70,000
NEW ENGLAND AQUARIUM
1 CENTRAL WHARFBOSTONMA02110NONEPCSERVICES$500
NEW YORK PRESBYTERIAN HOSPITAL
161 FORT WASHINGTON AVE 206NEW YORKNY10032NONEPCSERVICES$10,000
NYU LANGONE MEDICAL CENTER
550 FIRST AVENUENEW YORKNY10016NONEPCSERVICES$1,000
PALM BEACH COUNTRY CLUB FOUNDATION
760 N OCEAN BLVDPALM BEACHFL33480NONEPCSERVICES$1,000
PAN MASS CHALLENGE
77 FOURTH AVENUENEEDHAMMA02494NONEPCSERVICES$3,000
PANCREATIC CENTER NETWORK
1500 ROSECRANS AVE STE 200MANHATTAN BEACHCA90266NONEPCSERVICES$100
PEER HEALTH EXCHANGE
1730 W OLYMPIC BLVDLOS ANGELESCA90015NONEPCSERVICES$500
PERKINS SCHOOL FOR THE BLIND
175 NORTH BEACON STREETWATERTOWNMA02472NONEPCSERVICES$1,000
PLANNED PARENTHOOD LEAGUE
1055 COMMONWEALTH AVEBOSTONMA02215NONEPCSERVICES$1,500
RALPH LOWEL SOCIETY - WGBH
ONE GUEST STREETBOSTONMA02135NONEPCSERVICES$1,500
RIVERDALE COUNTRY SCHOOL
5250 FIELDSTON ROADNEW YORKNY10471NONEPCSERVICES$12,000
ROBIN HOOD
826 BROADNEW YORKNY10003NONEPCSERVICES$10,000
SCHOOL OF THE MUSEUM OF FINE ARTS
230 THE FENWAYBOSTONMA02115NONEPCSERVICES$1,300
TEAM IMPACT
1250 HANCOCK STQUINCYMA02169NONEPCSERVICES$11,400
TEMPLE EMANUEL
385 WARD STREETNEWTONMA02459NONEPCSERVICES$100
TEMPLE EMANUEL
385 WARD STREETNEWTONMA02459NONEPCSERVICES$50,450
THE ARNOLD P GOLD FOUNDATION
619 E PALISADE AVEENGLEWOOD CLIFFSNJ07632NONEPCSERVICES$2,500
THE BOSTON FOUNDATION
75 ARLINGTON ST FL 10BOSTONMA02116NONEPCSERVICES$5,000
THE ESPLANADE ASSOCIATION
376 BOYLSTON STBOSTONMA02116NONEPCSERVICES$39,650
THE GROW CLINIC
850 HARRISON AVE 6TH FLOORBOSTONMA02118NONEPCSERVICES$1,500
THE RASHI SCHOOL
8000 GREAT MEADOW ROADDEDHAMMA02026NONEPCSERVICES$5,000
THE STEPPINGSTONE FOUNDATION
ONE APPLETON ST 4TH FLOORBOSTONMA02116NONEPCSERVICES$1,000
UJA FEDERATION NEW YORK
130 E 59TH STNEW YORKNY10022NONEPCSERVICES$10,000
UNITED WAY OF MASSACHSETTS BAY
51 SLEEPER STBOSTONMA02210NONEPCSERVICES$41,000
WALDORF SCHOOL OF CAPE COD
140 OLD OYSTER ROADBARNSTABLEMA02635NONEPCSERVICES$1,000
WHITEHEAD INSTITUTE
9 CAMBRIDGE CENTERCAMBRIDGEMA02142NONEPCSERVICES$2,500
WIDE HORIZONS FOR CHILDREN
71 W MAIN STREETOYSTER BAYNY11771NONEPCSERVICES$7,500
YAI NETWORK
460 W 34TH STNEW YORKNY10001NONEPCSERVICES$180
YOUTH VILLAGES
3310 PERIMETER HILL DRNASHVILLETN37211NONEPCSERVICES$2,500
ZOO NEW ENGLAND
1 FRANKLIN PARK RDBOSTONMA02121NONEPCSERVICES$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,025,680TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,989ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$222,160RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,989ExclusionAmt
Related Or Exempt Function Incm$222,160RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$226,149TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number7LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGS FEESCategoryTxt
Amt$1,750Amt
Net Investment Income$875NetInvestmentIncomeAmt
Disbursements Charitable Prps$875DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CENTAURUS ENERGYAT COST$22,039$22,039
BERKSHIRE FUND VII (OS), LPAT COST$169,741$88,426
BERKSHIRE FUND VII, LPAT COST$88,426$137,383
COREVEXAT COST$1,000,000$1,659,487
JP MORGANAT COST$481,043$334,327
RIVA CAPITAL PARTNERSAT COST$225,238$287,610
SUVRETTAAT COST$1,500,000$2,646,719
TBC OFFSHORE LTDAT COST$5,000,000$5,737,052

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEE$1,030$0$1,030
MANAGEMENT FEES$20,787$20,787$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BERKSHIRE FUND VII LP$102,053$102,053$102,053
BERKSHIRE FUND VII (OS) LP$97,088$97,088$97,088
CENTAURUS ENERGY LP-$2,743-$2,743-$2,743
RIVA CAPITAL PARTNERS II LP$25,762$25,762$25,762

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$738Amt
Net Investment Income$738NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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