RUDERMAN FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RUDERMAN FAMILY FOUNDATION (EIN 04-3334973)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201413219349102206
- Schema version
- 2013v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T13:24:27-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042943536 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TONNESON & COMPANY INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EDGEWATER PLACE SUITE 300 | AddressLine1 |
| City | WAKEFIELD | City |
| State | MA | State |
| ZIP Code | 018806208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | NEWTON | City |
| State | MA | State |
| ZIP Code | 02462 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON SHAPIRO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175599919 | PhoneNum |
| Signature | 2014-11-14 | 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 | 7812459999 | PhoneNum |
| Preparation | 2014-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $126,352,449 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $187,821 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $187,655 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,347,820 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,347,808 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $376,903 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $376,903 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $376,903 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $3,156,096 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,865,322 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,156,096 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,894 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,894 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,078,534 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,078,356 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $289,426 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $289,426 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $73,969 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $73,969 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,609 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,609 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,339 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,339 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $45,892 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,892 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,770 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,770 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $138,795 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,090 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $21,255 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $51,251 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $51,251 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $317,546 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $317,546 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $948,097 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,752 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $782,895 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,712,525 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,712,525 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,660,622 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,752 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,495,420 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,417,912 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,022,604 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $913,842 | CashBOYAmt |
| Cash EOY | $1,914,680 | CashEOYAmt |
| Cash EOYFMV | $1,914,680 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,998,497 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $84,659,679 | CorporateStockBOYAmt |
| Corporate Stock EOY | $82,139,974 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $99,201,205 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,840,252 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,957,902 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,888,196 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,264,423 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,042,941 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,348,368 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $97,676,693 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,055,497 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $126,352,449 | 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 | $97,676,693 | RetainedEarningBOYAmt |
| Retained Earning EOY | $103,055,497 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $97,676,693 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $103,055,497 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $97,676,693 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $103,055,497 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $97,676,693 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,417,912 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $103,094,605 | SubtotalAmt |
| Other Decreases | $39,108 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $103,055,497 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| K-1 PRIVATE EQUITY PORTFOLIO FUND | P | $4 | $4 | |||
| K-1 PRIVATE EQUITY PORTFOLIO FUND | P | -$4,606 | -$4,606 | |||
| K-1 PRIVATE EQUITY PORTFOLIO FUND II | P | -$64 | -$64 | |||
| K-1 PRIVATE EQUITY PORTFOLIO FUND II | P | -$9,066 | -$9,066 | |||
| K-1 PRIVATE EQUITY PORTFOLIO FUND III | P | -$29 | -$29 | |||
| K-1 PRIVATE EQUITY PORTFOLIO FUND III | P | $18,267 | $18,267 | 2013-12-31 | ||
| K-1 PRIVATE EQUITY PORTFOLIO TECHNOLOGY FUND | P | -$55 | -$55 | 2013-12-31 | ||
| K-1 PRIVATE EQUITY PORTFOLIO TECHNOLOGY FUND | P | $11,498 | $11,498 | 2013-12-31 | ||
| STATE STREET, ACCOUNT # 2872 - SEE ATTACHED STATEMENT | P | $2,938 | $2,938 | $3,466,485 | $3,463,547 | |
| STATE STREET, ACCOUNT # 2872 - SEE ATTACHED STATEMENT | P | $86,010 | $86,010 | $1,494,347 | $1,408,337 | |
| STATE STREET, ACCOUNT # 9829 - SEE ATTACHED STATEMENT | P | $201,851 | $201,851 | $3,654,169 | $3,452,318 | |
| STATE STREET, ACCOUNT # 9829 - SEE ATTACHED STATEMENT | P | $5,989 | $5,989 | $621,346 | $615,357 | |
| STATE STREET, ACCOUNT # 9829 - SEE ATTACHED STATEMENT | P | $108,856 | $108,856 | $1,727,285 | $1,618,429 | |
| THE NORTHERN TRUST #26858 - SEE ATTCHED | P | -$91,373 | -$91,373 | $2,875,829 | $2,967,202 | |
| MEDITECH SHARES 155,555 | D | $2,800,010 | $2,800,010 | $6,999,995 | $4,199,985 | |
| CAPITAL GAINS DIVIDENDS | P | $25,866 | $25,866 | $25,866 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,156,096 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,043,560 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $68,490,595 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059038 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,764,487 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,105,352 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.452797 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,371,373 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,440,763 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.435853 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,416,785 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,009,266 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.482463 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,740,318 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,030,517 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.454408 | DistributionYr5Rt |
| Total Distribution | 1.884559 | TotalDistributionRt |
| Average Distribution | 0.376912 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $117,163,864 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,160,466 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $110,226 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $44,270,692 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,495,420 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $220,452 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $220,452 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $220,452 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $81,339 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $150,000 | AppliedToEsTaxAmt |
| Backup Withholding Withheld | $218 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $231,557 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $306 | EsPenaltyAmt |
| Overpayment | $10,799 | OverpaymentAmt |
| Applied To ES Tax | $10,799 | 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 | SHARON E SHAPIRO | IndividualWithBooksNm |
| Phone | 6175599919 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 WASHINGTON STREET | AddressLine1 |
| City | NEWTON | City |
| State | MA | State |
| ZIP Code | 02462 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 0.00 | $0 | $0 | $0 |
| JAY SETH RUDERMAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | TRUSTEE | 50.00 | $148,654 | $0 | $0 |
| SHARON ELLEN SHAPIRO | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | TRUSTEE | 30.00 | $59,462 | $0 | $0 |
| TODD ADAM RUDERMAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| STEVEN P ROSENTHAL | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELIZABETH A ZWICK | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | PROGRAM OFFICER | 40.00 | $81,310 | $11,609 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $116,811,101 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,136,984 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $118,948,085 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $118,948,085 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,784,221 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $117,163,864 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,858,193 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,858,193 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $220,452 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $220,452 | TotalTaxAmt |
| Distributable Before Adj | $5,637,741 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,637,741 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,637,741 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,495,420 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,495,420 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,495,420 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,637,741 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,441,266 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,206,734 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,105,497 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,464,231 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $702,053 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,919,781 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,495,420 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,495,420 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $142,321 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $142,321 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,777,460 | 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 | $2,298,945 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,478,515 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,206,734 | ExcessFromYear4Amt |
| Excess From Year3 | $2,105,497 | ExcessFromYear3Amt |
| Excess From Year2 | $2,464,231 | ExcessFromYear2Amt |
| Excess From Year1 | $702,053 | ExcessFromYear1Amt |
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 | AddressLine1 |
| City | NEWTON | City |
| State | MA | State |
| ZIP Code | 02462 | ZIPCode |
| 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 (83 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPHA-1 FOUNDATION | ||||||||||||
| 2937 SW 27TH AVENUE | MIAMI | FL | 33133 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $18,000 | |||||
| AMERICAN FRIENDS OF THE ISTRAEL DEMOCRACY INSTITUTE | ||||||||||||
| 1266 WEST PACES FERRY ROAD 615 | ATLANTA | GA | 30327 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200,000 | |||||
| AMERICAN ISRAEL EDUCATION FUND | ||||||||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200,000 | |||||
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||||||
| 711 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $665,348 | |||||
| ANTI-DEFAMATION LEAGUE | ||||||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||||
| BAIS YAAKOV | ||||||||||||
| 198 STRATHMORE RD | BRIGHTON | MA | 02135 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $180 | |||||
| BEIT ISSIE SHAPIRO AMERICAN FRIENDS OF | ||||||||||||
| 51 EAST 42 STREET 11TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||||
| BEST BUDDIES INTERNATIONAL | ||||||||||||
| 100 SE SECOND STREET | MIAMI | FL | 33131 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $37,500 | |||||
| BOCA RATON SOCIETY FOR THE DISABLEDTWIN PALMS | ||||||||||||
| 306 NW 35TH STREET | BOCA RATON | FL | 33431 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,800 | |||||
| BOSTON JEWISH FILM FESTIVAL | ||||||||||||
| 1001 WATERTOWN STREET | NEWTON | MA | 02465 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |||||
| BRIAN D SILBER MEMORIAL FUND | ||||||||||||
| 18 HEATH ROAD | PEABODY | MA | 01960 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||||
| CENTER FOR JEWISH CULTURE AND CREATIVITY | ||||||||||||
| 423 N PALM DRIVE 102 | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | GENERLA PURPOSE | $7,500 | |||||
| COHEN HILLEL ACADEMY | ||||||||||||
| SIX COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||||
| COMBINED JEWISH PHILANTHROPIES | ||||||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $820,204 | |||||
| FOUNDATION FOR THE ADVANCEMENT OF MALDEN EDUCATION | ||||||||||||
| MALDEN CITY HALL 200 PLEASANT | MALDEN | MA | 02148 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | STREET | ||||
| FRIENDSHIP CIRCLE OF MIAMI INC | ||||||||||||
| 8700 SW 112TH STREET | MIAMI | FL | 33176 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||||
| GANN ACADEMY | ||||||||||||
| 333 FOREST STREET | WALTHAM | MA | 02452 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||||
| GATEWAYS ACCESS TO JEWISH EDUCATION | ||||||||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $134,000 | |||||
| HOLOCAUST SURVIVORS FOUNDATION USA INC | ||||||||||||
| 1200 ANSTASIA AVE 300 | CORAL GABLES | FL | 33134 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |||||
| ISRAEL AMUTAH | ||||||||||||
| NONE | PUBLIC CHARITY | GENERAL PURPOSE | $355,000 | 3 NACHLIELI STREET | REHOVOT | IS | 76329 | |||||
| JEWISH ADOPTION & FOSTER CARE OPTIONS | ||||||||||||
| 4200 NO UNIVERSITY DR | SUNRISE | FL | 33351 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||||
| JEWISH CAUSES OF CHOICE INC | ||||||||||||
| 90 OAK STREET | NEWTON UPPER FALLS | MA | 02464 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||||
| JEWISH COMMUNITY CENTER OF THE NORTH SHORE | ||||||||||||
| 4 COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||||
| JEWISH FAMILY & CHILDREN'S SERVICES | ||||||||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||||
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY | ||||||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $14,000 | |||||
| JEWISH FEDERATIONS OF NORTH AMERICA | ||||||||||||
| 25 BROADWAY 1700 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $223,200 | |||||
| JEWISH FUNDERS NETWORK | ||||||||||||
| 150 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE;LISTTOTAL 154017 | $74,478 | |||||
| JEWISH TELEGRAPHIC AGENCY | ||||||||||||
| 24 WEST 30TH STREET 4TH FL | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||||
| JOSHUA VENTURE PHILANTHROPIESINC | ||||||||||||
| 235 WEST 35TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $40,000 | |||||
| NORTHEASTERN UNIVERSITY | ||||||||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||||
| P E F ISRAEL ENDOWMENT FUNDS | ||||||||||||
| 317 MADISON AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $143,000 | |||||
| THE DAVID PROJECT | ||||||||||||
| PO BOX 52390 | BOSTON | MA | 02205 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||||
| THE ISRAEL PROJECT | ||||||||||||
| 2020 K ST NW SUITE 7600 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |||||
| TRIANGLE INC | ||||||||||||
| 420 PEARL STREET | MALDEN | MA | 02148 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||||
| UNIVERSITY OF MIAMI CENTER FOR AUTISM AND RELATED DISABILITIES | ||||||||||||
| 5665 PONCE DE LEON BLVD | CORAL GABLES | FL | 33124 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||||
| YAD HACHAZAKAH | ||||||||||||
| 419 LAFAYETTE STREET 2ND FLOOR | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||||
| BRANDEIS UNIVERSITY | ||||||||||||
| PO BOX 549110 | WALTHAM | MA | 02454 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $13,400 | |||||
| AMERICAN FRIENDS OF ISRAEL ELWYN | ||||||||||||
| PO BOX 8288284 | PHILADELPHIA | PA | 19182 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||||
| AMERICAN FRIENDS OF ISRAEL FREE LOAN ASSOCIATION | ||||||||||||
| 1077 30TH STREET NW | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||||
| AMERICAN SOCIETY OF THE UNIVERSITY OF HAIFA | ||||||||||||
| 245 FIFTH AVENUE 2203 | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200,000 | |||||
| AMIT CHILDREN INC | ||||||||||||
| 817 BROADWAY | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||||
| ASHOKAINNOVATORS FOR THE PUBLIC | ||||||||||||
| 1700 NORTH MOORE STREET 2000 | ARLINGTON | VA | 22209 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $72,025 | |||||
| ASSOCIATED GRANT MAKERS | ||||||||||||
| 55 COURT STREET 520 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||||
| CENTRAL FUND OF ISRAEL | ||||||||||||
| 980 6TH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||||
| COMMUNITY HOSPICE INC | ||||||||||||
| 295 VALLEY VIEW BLVD | TROY | NY | 12180 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |||||
| CONGREGATION B'NAI AMOONA | ||||||||||||
| 324 SO MASON ROAD | ST LOUIS | MO | 63141 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||||
| FJC - A FOUNDATION OF PHILANTHROPIC FUNDS | ||||||||||||
| 520 EIGHTH AVENUE 20TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $39,450 | |||||
| FRIENDS OF MARCH OF THE LIVING | ||||||||||||
| 18900 NE 25TH AVENUE NO | MIAMI | FL | 22180 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||||
| FRIENDS OF ELNET | ||||||||||||
| 10573 WEST PICO BLVD | LOS ANGELES | CA | 90064 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||||
| HEBREW SENIOR LIFE | ||||||||||||
| 1200 CENTRE STREET | ROSLINDALE | MA | 02131 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||||
| JEWISH BIG BROTHERS BIG SISTERS OF GREATER BOSTON | ||||||||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $360 | |||||
| JEWISH COMMUNITY FOUNDATION OF SAN DIEGO | ||||||||||||
| 4950 MURPHY CANYON ROAD | SAN DIEGO | CA | 92123 | 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 | $1,000 | |||||
| JEWISH FAMILY SERVICE | ||||||||||||
| 4131 SOUTH BRAESWOOD | HOUSTON | TX | 77025 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||||
| JEWISH GENEALOGICAL SOCIETY GREATER BOSTON | ||||||||||||
| PO BOX 610366 | NEWTON HIGHLANDS | MA | 024610366 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||||
| JEWISH FEDERATION OF THE NORTH SHORE | ||||||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||||
| JEWISH WOMEN INTERNATIONAL | ||||||||||||
| 1129 20TH STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||||
| JEWISH VOCATIONAL SERVICES | ||||||||||||
| 29 WINTER STREET 5TH FLOOR | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||||
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||||
| LAPPIN FOUNDATION INC | ||||||||||||
| 29 CONGRESS STREET | SALEM | MA | 01960 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |||||
| METROPOLITAN COUNCIL ON JEWISH POVERTY | ||||||||||||
| 80 MAIDEN LANE 21 | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||||
| NATIONAL DISABILITY INSTITUTE | ||||||||||||
| 1667 K STREET NW640 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |||||
| NATIONAL RAMAH COMMISSION | ||||||||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||||
| NEUROFIBROMATOSIS INCNORTHEAST | ||||||||||||
| 9 BEDFORD STEET | BURLINGTON | MA | 01803 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |||||
| NEW ENGLAND YACHADNATIONAL JEWISH COUNCIL FOR DISABILITIES | ||||||||||||
| 11 BROADWAY 13TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||||
| NORTH AMERICAN FRIENDS OF ORANIM INC | ||||||||||||
| N2205 FOSTER ROAD SOUTH | OSSTBURG | WI | 53070 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |||||
| PRESENTENSE GROUP | ||||||||||||
| 131 WEST 86TH STEET 7TH FLOOR | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |||||
| RAMAPO FOR CHILDREN INC | ||||||||||||
| PO BOX 266 | RHINEBECK | NY | 12572 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||||
| REECE'S RAINBOW DOWN SYNDROME ADOPTION MINISTRY | ||||||||||||
| PO BOX 4024 | GAITHERSBURG | MD | 20885 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $180 | |||||
| SILENT SPRING INSTITUTE | ||||||||||||
| 29 CRAFTS STREET | NEWTON | MA | 02458 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,800 | |||||
| SOCIETY OF ARTS & CRAFTS | ||||||||||||
| 175 NEWBURY STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||||
| SOLOMON SCHECHTER DAY SCHOOL | ||||||||||||
| 125 WELLS AVENUE | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||||
| SUNFLOWER BAKERY INC | ||||||||||||
| 8507 ZIGGY LANE | GAITHERSBURG | MD | 20877 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||||
| TEMPLE BETH TORAH | ||||||||||||
| 330 NORTH HIGHLAND AVENUE | UPPER NYACK | NY | 10960 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |||||
| THE AUTISM SOCIETY | ||||||||||||
| 4340 EAST - WEST HIGHWAY 350 | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |||||
| TIKVAN-ETTA AND LAZEAR ISRAEL CENTER FOR DEVELOPMENTALLY DISABLED | ||||||||||||
| 12722 RIVERSIDE DR | HOLLYWOOD | CA | 91607 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||||
| UNION FOR REFORMED JUDAISM | ||||||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200,000 | |||||
| UNIVERSITY OF MASSACHUSETTS BOSTON | ||||||||||||
| 100 MORRISEY BLVD | BOSTON | MA | 02125 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||||
| UNIVERSITY OF DELAWARE | ||||||||||||
| 210 HULLIHEN HALL | NEWARK | DE | 18717 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |||||
| UPSTART BAY AREA | ||||||||||||
| 332 PINE STREET | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||||
| YEAR UP | ||||||||||||
| 93 SUMMER STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,600 | |||||
| PROFESSOR MICHAEL A STEIN | ||||||||||||
| 18 FERNALD DRIVE 11 | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | PRIVATE INDIVIDUAL PRIZE | $100,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,712,525 | 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 | $187,821 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,347,820 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $376,903 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,894 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,866 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,130,230 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,948,304 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,130,230 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,078,534 | 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 | 5A | LineNumberTxt |
| Relationship Statement | COMMERCIAL RENTAL PROPERTY OWNED BY 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TONNESON & CO - TAX PREPARATION FEES | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS/OBLIGATIONS/HOLDINGS | BondNm |
| EOY Book Value | $2,957,902 | EOYBookValueAmt |
| EOYFMV | $2,888,196 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK - MEDICAL INFORMATION TECHNOLOGIES | $80,459,694 | $97,651,215 |
| REAL ESTATE FUNDS | $819,906 | $756,813 |
| COMMODITIES | $860,374 | $793,177 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST IN PARTNERSHIPS | AT COST | $3,033,874 | $8,560,387 |
| MUTUAL FUNDS | AT COST | $13,009,067 | $13,787,981 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NIXON PEABODY LLP | CategoryTxt |
| Legal Fees | $12,339 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,339 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN/LOSS ON INVESTMENT | Description |
| Amount | $39,108 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $3,220 | $0 | $3,220 |
| TELEPHONE EXPENSE | $8,124 | $0 | $8,124 |
| WEBSITE COSTS | $3,292 | $0 | $3,292 |
| DUES AND SUBSCIPTIONS | $575 | $0 | $575 |
| BANK FEES | $306 | $0 | $306 |
| MISCELLANEOUS EXPENSES | $1,635 | $0 | $1,635 |
| EQUIPMENT EXPENSE | $152 | $0 | $152 |
| PAYROLL SERVICE EXPENSE | $2,918 | $0 | $2,918 |
| POSTAGE AND DELIVERY | $1,688 | $0 | $1,688 |
| PROGRAM EXPENSES AND MATERIALS | $86,195 | $0 | $86,195 |
| PROGRAM DEVELOPMENT & STRATEGY | $32,425 | $0 | $32,425 |
| GENERAL SUPPORT SERVICES | $18,994 | $0 | $18,994 |
| PHILANTHROPY SERVICES | $39,000 | $0 | $39,000 |
| COMPUTER SERVICES | $22,422 | $0 | $22,422 |
| COMMUNICATIONS | $76,914 | $0 | $76,914 |
| INVESTMENT COUNSEL | $3,600 | $0 | $3,600 |
| ORGANIZATIONAL DEVELOPMENT | $16,086 | $0 | $16,086 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SCHEDULE K-1 - PRIVATE EQUITY PORTFOLIO FUND, II, LLC | -$83 | -$83 | -$83 |
| SCHEDULE K-1 - PRIVATE EQUITY PORTFOLIO FUND, LLC | -$474 | -$474 | -$474 |
| SCHEDULE K-1 - PRIVATE EQUITY PORTFOLIO FUND, III, LLC | $3,270 | $3,270 | $3,270 |
| SCHEDULE K-1 - PRIVATE EQUITY PORTFOLIO TECHNOLOGY FUND, LLC | -$1,455 | -$1,455 | -$1,455 |
| SCHEDULE K-1 - CRESTLINE PLUS OFFSHORE FUND, LTD | $8,636 | $8,636 | $8,636 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE STREET, ACCOUNT # 2872 - INVESTMENT FEES | $6,966 | $6,966 | $0 |
| STATE STREET, ACCOUNT # 9829 - INVESTMENT FEES | $4,474 | $4,474 | $0 |
| NORTHERN TRUST # 6858- INVESTMENT FEES | $30,852 | $30,852 | $0 |
| FEDERAL STREET - INVESTMENT FEE | $3,600 | $3,600 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $8,090 | $8,090 | $0 |
| PAYROLL TAXES | $20,255 | $0 | $20,255 |
| FEDERAL & STATE TAXES | $110,450 | $0 | $1,000 |
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