RUDERMAN FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RUDERMAN FAMILY FOUNDATION (EIN 04-3334973)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201503209349102280
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- 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 | 2015-11-16T13:21:56-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-11-16 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $176,390,861 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $46,569,735 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $231 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,239,654 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,239,628 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $332,813 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $332,813 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $332,813 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $7,829,333 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,566,243 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $347,464 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$2,600 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,600 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $63,969,166 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,917,339 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $372,159 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $372,159 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $96,877 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $96,877 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $21,517 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $21,517 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,211 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,211 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,091 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,091 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $116,664 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $116,664 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $295,840 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27,123 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $28,717 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $71,504 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $71,504 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $402,082 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $402,082 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,383,945 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $143,787 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000,158 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,172,434 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,172,434 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,556,379 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $143,787 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,172,592 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $57,412,787 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,773,552 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,914,680 | CashBOYAmt |
| Cash EOY | $2,762,220 | CashEOYAmt |
| Cash EOYFMV | $2,762,220 | CashEOYFMVAmt |
| Corporate Stock BOY | $95,149,041 | CorporateStockBOYAmt |
| Corporate Stock EOY | $148,644,388 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $164,889,305 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,957,902 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,798,266 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,585,462 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,033,874 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $263,410 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $153,874 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $103,055,497 | TotalAssetsBOYAmt |
| Total Assets EOY | $160,468,284 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $176,390,861 | 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 | $103,055,497 | RetainedEarningBOYAmt |
| Retained Earning EOY | $160,468,284 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $103,055,497 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $160,468,284 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $103,055,497 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $160,468,284 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $103,055,497 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $57,412,787 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $160,468,284 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $160,468,284 | 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 | 2014-01-01 | 2014-12-31 | $5,298,826 | $5,526,755 | -$227,929 | -$227,929 |
| NORTHERN TRUST #26858 | P | 2014-01-01 | 2014-12-31 | $3,111,013 | $3,226,858 | -$115,845 | -$115,845 |
| MEDITECH INFORMATION TECHNOLOGY SHARES 155,555 | D | 2013-09-30 | 2014-03-19 | $6,999,975 | $6,533,310 | $466,665 | $466,665 |
| K-1 PRIVATE EQUITY PORTFOLIO TECHNOLOGY FUND LLC | P | $25,699 | $25,699 | ||||
| K-1 PRIVATE EQUITY PORTFOLIO TECHNOLOGY FUND LLC | P | -$9 | -$9 | ||||
| K-1 PRIVATE EQUITY PORTFOLIO FUND III, LLC | P | $6 | $6 | ||||
| K-1 PRIVATE EQUITY PORTFOLIO FUND III, LLC | P | $12,448 | $12,448 | ||||
| CAPITAL GAINS DIVIDENDS | P | $186,429 | $186,429 | $186,429 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $347,464 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,495,420 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $117,163,864 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046904 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,043,560 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $68,490,595 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059038 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,764,487 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,105,352 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.452797 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,371,373 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,440,763 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.435853 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,416,785 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,009,266 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.482463 | DistributionYr5Rt |
| Total Distribution | 1.477055 | TotalDistributionRt |
| Average Distribution | 0.295411 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $159,035,506 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $46,980,838 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $97,736 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,078,574 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,172,592 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $195,471 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $195,471 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $195,471 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $250,799 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $175,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $425,799 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $998 | EsPenaltyAmt |
| Overpayment | $229,330 | OverpaymentAmt |
| Applied To ES Tax | $229,330 | 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 (6 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 | $222,793 | $7,184 | $0 |
| SHARON ELLEN SHAPIRO | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | TRUSTEE | 30.00 | $62,308 | $0 | $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 | $87,058 | $11,965 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORTHERN TRUST COMPANY | BusinessNameLine1Txt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $116,664 | CompensationAmt |
| 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 | $159,689,631 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,767,735 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $161,457,366 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $161,457,366 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,421,860 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $159,035,506 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,951,775 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,951,775 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $195,471 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $195,471 | TotalTaxAmt |
| Distributable Before Adj | $7,756,304 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,756,304 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,756,304 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,172,592 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,172,592 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,172,592 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,756,304 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,206,734 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,105,497 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,464,231 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $702,053 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $7,478,515 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,172,592 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,172,592 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,583,712 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,583,712 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,894,803 | 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 | $623,022 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,271,781 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,105,497 | ExcessFromYear4Amt |
| Excess From Year3 | $2,464,231 | ExcessFromYear3Amt |
| Excess From Year2 | $702,053 | ExcessFromYear2Amt |
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 (69 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF BAR-ILAN UNIVERSITY | ||||||||||
| 160 E 56TH ST 5TH FLOOR | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO | ||||||||||
| 767 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| AMERICAN FRIENDS OF ISRAEL ELWYN | ||||||||||
| PO BOX 828284 | PHILADELPHIA | PA | 19182 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $60,000 | |||
| AMERICAN FRIENDS OF THE ISRAEL DEMOCRACY INSTITUTE | ||||||||||
| 1266 WEST PACES FERRY ROAD 615 | ATLANTA | GA | 30327 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200,000 | |||
| AMERICAN FRIENDS OF YEMEN ORD | ||||||||||
| 4501 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20008 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| AMERICAN ISRAEL EDUCATION FOUNDATION | ||||||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200,000 | |||
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||||
| 711 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $594,985 | |||
| AMERICAN SOCIETY OF THE UNIVERSITY OF HAIFA | ||||||||||
| 80 BROAD STREET | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200,000 | |||
| ANTI-DEFAMATION LEAGUE | ||||||||||
| 40 COURT STREET 12TH FLOOR | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| ARI NE'EMAN | ||||||||||
| 1401 BALIR MILLER RD 901 | SILVER SPRING | MD | 20910 | NONE | I | PRIVATE INDIVIDUAL PRIZE | $100,000 | |||
| ARTHIRITIS FOUNDATION | ||||||||||
| 29 CRAFTS STREET | NEWTON | MA | 02458 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $300 | |||
| 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 | |||
| BEST BUDDIES INTERNATIONAL | ||||||||||
| 100 SE SECOND ST 2200 | MIAMI | FL | 33131 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| 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 | $20,000 | |||
| BRANDEIS UNIVERSITY | ||||||||||
| 415 SOUTH STREET | WALTHAM | MA | 02454 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $114,200 | |||
| BRIAN D SILBER MEMORIAL FUND | ||||||||||
| 18 ROADHEATH | PEABODY | MA | 01960 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,200 | |||
| CARDINAL CUSHING CENTERS INC | ||||||||||
| 405 WASHINGTON ST | HANOVER | MA | 02339 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| CENTER FOR JEWISH CULTURE AND CREATIVITY | ||||||||||
| 2576 BROADWAY 292 | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,500 | |||
| COHEN HILLEL ACADEMY | ||||||||||
| 6 COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| COLLABORATION TO PROMOTE SELF-DETERMINATION | ||||||||||
| 1667 K STREET NW 640 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |||
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON | ||||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,062,151 | |||
| FJC A FOUNDATION OF PHILANTHROPIC FUNDS | ||||||||||
| 520 8TH AVENUE 20TH FL | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $30,000 | |||
| FOUNDATION FOR JEWISH CAMP INC | ||||||||||
| 253 WEST 35TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $69,900 | |||
| 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 | $5,000 | |||
| GATEWAYS ACCESS TO JEWISH EDUCATION | ||||||||||
| 333 NAHANTON SREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $139,000 | |||
| HEBREW SENIOR LIFE | ||||||||||
| 1200 CENTRE STREET | ROSLINDALE | MA | 02131 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |||
| HOLOCAUST SURVIVORS FOUNDATION USA | ||||||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |||
| INTERNATIONAL ASSOCIATION OF JEWISH VOCATIONAL SERVICES | ||||||||||
| 111845 WALNUT STREET 640 | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| ISRAEL ON CAMPUS COALITION | ||||||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| ISRAELI AMERICAN COUNCIL | ||||||||||
| 5900 CANOGA AVENUE 390 | CANOGA PARK | CA | 91367 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,600 | |||
| JCC OF GREATER ST PAUL AREA | ||||||||||
| 1375 ST PAUL AVENUE | ST PAUL | MN | 55116 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| 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 RELATIONS COUNCIL OF GREATER BOSTON | ||||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| JEWISH FAMILY & CHILDRENS SERVICES | ||||||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $496 | |||
| JEWISH FAMILY SERVICE OF METROWEST | ||||||||||
| 475 FRANKLIN STREET | FRAMINGHAM | MA | 01702 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $675 | |||
| JEWISH FEDERATION OF TULSA | ||||||||||
| 2021 E 71ST STREET | TULSA | OK | 74136 | 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 FUNDERS NETWORK | ||||||||||
| 150 WEST 30TH STREET 900 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $33,700 | |||
| JEWISH TELEGRAPHIC AGENCY | ||||||||||
| 24 WEST 30TH ST 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $45,000 | |||
| JFS OF HOUSTON ALEXANDER INSTITUTE OF INCLUSION | ||||||||||
| 4131 S BRAESWOOD BLVD | HOUSTON | TX | 11025 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| LAPPIN FOUNDATION INC | ||||||||||
| 29 CONGRESS STREET | SALEM | MA | 01960 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |||
| MACHANE ISRAEL INC | ||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $123,730 | |||
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| MAYYIM HAYYIM LIVING WATERS COMMUNITY | ||||||||||
| 1838 WASHINGTON STREET | NEWTON | MA | 02466 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||
| MS WHEELCHAIR NORTH CAROLINA AMERICA INC | ||||||||||
| 21101 ISLAND FOREST DRIVE | CORNELIUS | NC | 28031 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |||
| NATIONAL RAMAH COMMISSION | ||||||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $79,167 | |||
| NEW ENGLAND JEWISH LABOR COMMITTEE | ||||||||||
| 18 TREMONT STREET 320 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $850 | |||
| 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 | $190,000 | |||
| PRESENTENSE ISRAEL | ||||||||||
| 115 E 23RD STREET 3RD FLOOR | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |||
| RUDERMAN FAMILY FOUNDATION ISRAEL (AMUTAH) | ||||||||||
| PUBLIC CHARITY | GENERAL PURPOSE | $470,000 | 12 ELI HOROVITZ | REHOVOT | IS | |||||
| RUTLAND REGIONAL MEDICAL CENTER | ||||||||||
| 16 ALLEN STREET | RUTLAND | VT | 05701 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $180 | |||
| SOLOMON SCHECTER DAY SCHOOL | ||||||||||
| 125 WELLS STREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| SUMMER BEIT MIDRASH INC | ||||||||||
| 63 PLEASANT STREET | SHARON | MA | 02067 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| TEMPLE AHAVAT ACHIM | ||||||||||
| 86 MIDDLE STREET | GLOUCESTER | MA | 01930 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,800 | |||
| THE DAVID PROJECT | ||||||||||
| PO BOX 52390 | BOSTON | MA | 02205 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| TRIANGLE INC | ||||||||||
| 420 PEARL STREET | MALDEN | MA | 02148 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||
| TUFTS HILLEL | ||||||||||
| 220 PACKARD AVENUE | MEDFORD | MA | 02155 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |||
| TUNEFOOLERY MUSIC INC | ||||||||||
| 85 E NEWTON STREET | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |||
| UNION FOR REFORMED JUDAISM | ||||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200,000 | |||
| UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA | ||||||||||
| 11 BROADWAY 13TH FLOOR | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $75,000 | |||
| UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM | ||||||||||
| 820 SECOND AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |||
| UNIVERSITY OF DELAWARE | ||||||||||
| 210 HULLIHEN HALL | NEWARK | DE | 18717 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |||
| UNIVERSITY OF MIAMI | ||||||||||
| 5665 PONCE DE LEON BLVD | CAROL GABLES | FL | 33124 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| YAD HACHASAKAH | ||||||||||
| 419 LAFAYETTE STREET 2ND FLOOR | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,172,434 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $231 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,239,654 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $332,813 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,816,879 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,454 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| SCHEDULE K-1 - PRIVATE EQUITY PORTFOLIO FUND, III, LLC | 211110 | 14 | -$1,021 |
| SCHEDULE K-1 - PRIVATE EQUITY PORTFOLIO TECHNOLOGY FUND, LLC | 211110 | 14 | -$1,579 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,386,977 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,454 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,399,431 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 5B | LineNumberTxt |
| Relationship Statement | PROPERTY DONATED TO THE FOUNDATION | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARCIA RUDERMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7480 REXFORD ROAD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33434 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $46,569,735 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,034,883 SHARES - MEDITECH | NoncashPropertyDesc |
| Fair Market Value | $46,569,735 | FairMarketValueAmt |
| Received | 2014-04-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TONNESON & CO - TAX PREPARATION FEES | CategoryTxt |
| Amt | $4,091 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,091 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | RENTAL PROPERTY - 235 S MAIN ST, MIDDLETON, MA | AssetDesc |
| How Acquired | DONATED | HowAcquiredTxt |
| Sold | 2014-08 | SoldDt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIDDLETON PROPERTY LLC | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $8,970,000 | GrossSalesPriceAmt |
| Basis | $1,820,000 | BasisAmt |
| Sales Expense | $267,645 | SalesExpenseAmt |
| Total Net | $7,248,630 | TotalNetAmt |
| Accumulated Depreciation | $366,275 | AccumulatedDepreciationAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS/OBLIGATIONS/HOLDINGS | BondNm |
| EOY Book Value | $8,798,266 | EOYBookValueAmt |
| EOYFMV | $8,585,462 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $25,374,972 | $25,969,551 |
| REAL ESTATE FUNDS | $802,759 | $830,361 |
| COMMODITIES | $1,099,998 | $868,418 |
| MEDICAL INFORMATION TECHNOLOGY | $121,366,659 | $137,220,975 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INTEREST IN PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $263,410 | BookValueAmt |
| EOYFMV | $153,874 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NIXON PEABODY LLP | $576 | $0 | $576 |
| BOB GOLDMAN LAW | $2,635 | $0 | $2,635 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $6,448 | $0 | $6,448 |
| BANK FEES | $205 | $0 | $205 |
| COMMUNICATIONS | $48,000 | $0 | $48,000 |
| COMPUTER SERVICES | $23,011 | $0 | $23,011 |
| DUES AND SUBSCIPTIONS | $119 | $0 | $119 |
| EQUIPMENT EXPENSE | $11,146 | $0 | $11,146 |
| GENERAL SUPPORT SERVICES | $15,091 | $0 | $15,091 |
| INSURANCE | $1,348 | $0 | $1,348 |
| MISCELLANEOUS EXPENSES | $1,539 | $0 | $1,539 |
| OFFICE EXPENSE | $9,044 | $0 | $9,044 |
| ORGANIZATIONAL DEVELOPMENT | $21,750 | $0 | $21,750 |
| PAYROLL SERVICE EXPENSE | $3,898 | $0 | $3,898 |
| PHILANTHROPY SERVICES | $35,750 | $0 | $35,750 |
| POSTAGE AND DELIVERY | $1,118 | $0 | $1,118 |
| PROGRAM DEVELOPMENT & STRATEGY | $46,000 | $0 | $46,000 |
| PROGRAM EXPENSES AND MATERIALS | $161,591 | $0 | $161,591 |
| TELEPHONE EXPENSE | $15,728 | $0 | $15,728 |
| REPAIRS | $296 | $0 | $296 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SCHEDULE K-1 - PRIVATE EQUITY PORTFOLIO FUND, III, LLC | -$1,021 | -$1,021 | -$1,021 |
| SCHEDULE K-1 - PRIVATE EQUITY PORTFOLIO TECHNOLOGY FUND, LLC | -$1,579 | -$1,579 | -$1,579 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NORTHERN TRUST # 6858- INVESTMENT FEES | CategoryTxt |
| Amt | $116,664 | Amt |
| Net Investment Income | $116,664 | 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 | $27,123 | $27,123 | $0 |
| PAYROLL TAXES | $28,217 | $0 | $28,217 |
| FEDERAL & STATE TAXES | $240,500 | $0 | $500 |