SIDMAN FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SIDMAN FAMILY FOUNDATION (EIN 20-3867727)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-12
- IRS object ID
- 201521329349102117
- Schema version
- 2013v4.0
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T12:44:42-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043195921 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDBERG & CREEDEN PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 PAGE ST STE 2 | AddressLine1 |
| City | STOUGHTON | City |
| State | MA | State |
| ZIP Code | 020721172 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203867727 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SIDMAN FAMILY FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | C/O NICHOLAS L IACUZIO | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIDM | BusinessNameControlTxt |
| Phone | 6175741163 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BEACON COMPANIES 50 FEDERAL ST | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HICHOLAS L IACUZIO | PersonNm |
| Person Title | ACCOUNTANT | PersonTitleTxt |
| Phone | 6175741163 | PhoneNum |
| Signature | 2015-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THERESA J CREEDEN | PreparerPersonNm |
| PTIN | P00747568 | PTIN |
| Phone | 7813440850 | PhoneNum |
| Preparation | 2015-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | 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 | $14,683,933 | 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 | $3,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,267 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,267 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,514 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,514 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,414 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $46,414 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,414 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,420 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16,420 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $16,420 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,079,615 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,615 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16,420 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $26,918 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,918 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,172 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,172 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $28,090 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,090 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,390 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,090 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,012,225 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,525 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,420 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,244,619 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,461,381 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,461,381 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,712,700 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,508,163 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,222,552 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,957,319 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,969,544 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,683,933 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $9,957,319 | UnrestrictedBOYAmt |
| Unrestricted EOY | $12,969,544 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,957,319 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,969,544 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,957,319 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,969,544 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,957,319 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,012,225 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,969,544 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,969,544 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,414 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $953,748 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,733,659 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.123324 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $993,382 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,331,902 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.135488 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,057,889 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,094,557 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.173579 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $816,170 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,469,511 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.096366 | DistributionYr4Rt |
| Total Distribution | 0.528757 | TotalDistributionRt |
| Average Distribution | 0.132189 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,640,517 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,406,559 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $515 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,407,074 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $39,300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,031 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,031 | SubtotalAmt |
| Tax Based On Investment Income | $1,031 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $23 | EsPenaltyAmt |
| Tax Due | $1,054 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NICHOLAS L IACUZIO | IndividualWithBooksNm |
| Phone | 6175741163 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 FEDERAL STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PAULA M SIDMAN | ||||||||
| 50 FEDERAL STREET | BOSTON | MA | 02110 | PRES/DIR | 5.00 | $0 | $0 | $0 |
| HOPE SIDMAN | ||||||||
| 50 FEDERAL STREET | BOSTON | MA | 02110 | TREAS/DIR | 5.00 | $0 | $0 | $0 |
| MATHEW K SIDMAN | ||||||||
| 50 FEDERAL STREET | BOSTON | MA | 02110 | ASST TREAS/C | 5.00 | $0 | $0 | $0 |
| J ROBERT CASEY | ||||||||
| 400 ATLANTIC AVE | BOSTON | MA | 02110 | ASST CLERK | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION DISTRIBUTED FUNDS IN THE FORM OF GRANTS TO CHARITABLE ORGANIZATIONS SUPPORTING THEIR CHARITABLE PROGRAM SERVICES. | Description1Txt |
| Expenses1 | $39,300 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,692,471 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,110,084 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,802,555 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,802,555 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $162,038 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,640,517 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $532,026 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $532,026 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,031 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,031 | TotalTaxAmt |
| Distributable Before Adj | $530,995 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $530,995 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $530,995 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,300 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $39,300 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $39,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $530,995 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $464,336 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $412,175 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $762,225 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $626,787 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $572,157 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,837,680 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,300 | QualifyingDistributionsAmt |
| Applied To Current Year | $39,300 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $491,695 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $491,695 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,345,985 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,345,985 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $384,816 | ExcessFromYear4Amt |
| Excess From Year3 | $762,225 | ExcessFromYear3Amt |
| Excess From Year2 | $626,787 | ExcessFromYear2Amt |
| Excess From Year1 | $572,157 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MATTHEW K SIDMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH COMMITTEE | |||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | 509(A)1 | PROGRAM SERVICES | $100 | ||
| COMBINED JEWISH PHILANTHROPY | |||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | 509(A)1 | PROGRAM SERVICES | $100 | ||
| TEMPLE EMMANUEL OF | |||||||||
| 190 N COUNTY ROAD | PALM BEACH | FL | 33480 | NONE | 509(A)1 | PROGRAM SERVICES | $100 | PALM BEACH | |
| JEWISH COMMUNITY RELATIONS COUNCIL | |||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 | ||
| PALM BEACH CC FOUNDATION | |||||||||
| 4200 SOUTH CONGRESS AVE | LAKE WORTH | FL | 33461 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 | ||
| UJA FEDERATION NY | |||||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | NONE | 509(A)1 | PROGRAM SERVICES | $2,500 | ||
| DANA FARBER CANCER INST | |||||||||
| 27 DRYDOCK AVENUE | BOSTON | MA | 02210 | NONE | 509(A)1 | PROGRAM SERVICES | $4,500 | ||
| HASSENFELD CHILDREN CTRNYU LANGONE | |||||||||
| 160 EAST 32ND STREET | NEW YORK | NY | 10016 | NONE | 509(A)1 | PROGRAM SERVICES | $5,000 | MEDICAL LEVEL 3 | |
| NEW CENTER FOR THE ARTS | |||||||||
| 20 ASHBURTON PL 1 | BOSTON | MA | 02108 | NONE | 509(A)1 | PROGRAM SERVICES | $25,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,267 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,514 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,414 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| NET OTHER INVESTMENT INCOME | 18 | $1,512 | |
| 2012 EXCISE TAX REFUND | $14,908 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $64,707 | ExclusionAmt |
| Related Or Exempt Function Incm | $14,908 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,615 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | MATTHEW K SIDMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 FEDERAL STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| PAULA M SIDMAN |
| HOPE SIDMAN |
| MATHEW K SIDMAN |
| J ROBERT CASEY |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CENTAURUS ENERGY | $37,830 | $37,830 |
| BERKSHIRE FUND VI, LP | $39,758 | $114,949 |
| BERKSHIRE FUND VII, LP (OS) | $158,167 | $432,428 |
| CORVEX | $1,000,000 | $1,534,571 |
| JP MORGAN | $481,043 | $386,605 |
| RIVA CAPITAL PARTNERS | $291,365 | $336,631 |
| SUVRETTA | $1,500,000 | $2,259,622 |
| TBC OFFSHORE LTD | $5,000,000 | $5,119,916 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NET OTHER INVESTMENT INCOME | $1,512 | $1,512 | $1,512 |
| 2012 EXCISE TAX REFUND | $14,908 | $14,908 | $14,908 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND PORTFOLIO EXPENSE | CategoryTxt |
| Amt | $26,918 | Amt |
| Net Investment Income | $26,918 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW K SIDMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 FEDERAL STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,172 | Amt |
| Net Investment Income | $1,172 | NetInvestmentIncomeAmt |
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