SIDMAN FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SIDMAN FAMILY FOUNDATION (EIN 20-3867727)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-08
- IRS object ID
- 201421289349100747
- Schema version
- 2012v2.3
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-08T13:22:22-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDBERG & CREEDEN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203867727 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | SIDM | NameControl |
| Phone | 6175741163 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HOPE SIDMAN | Name |
| Title | TREASURER | Title |
| Phone | 6175741163 | Phone |
| Date Signed | 2014-04-28 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THERESA J CREEDEN | Name |
| Phone | 7813440850 | Phone |
| Date Prepared | 2014-04-28 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 10492421 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3000000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 3326 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3326 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 131407 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 162853 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 131407 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 148321 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 148321 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 148321 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 3283054 | TotalRevenueAndExpenses |
| Total Net Investment Income | 283054 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 148321 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1750 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 26245 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 26245 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 285 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 285 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 150 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 150 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 28430 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 28430 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 953748 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 953748 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 982178 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 28430 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 953748 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2300876 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 254624 | NetInvestmentIncome |
| Adjusted Net Income | 148321 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 5072971 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 6244619 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 6244619 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2583472 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3712700 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4247802 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 7656443 | TotalAssetsBOY |
| Total Assets EOY | 9957319 | TotalAssetsEOY |
| Total Assets EOYFMV | 10492421 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 7656443 | UnrestrictedBOY |
| Unrestricted EOY | 9957319 | UnrestrictedEOY |
| Total Net Assets BOY | 7656443 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9957319 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7656443 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9957319 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7656443 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2300876 | ExcessOfRevenueOverExpenses |
| Subtotal | 9957319 | Subtotal |
| Total Net Assets Fund Balances EOY | 9957319 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| TRANSDIGN GROUP | P | 2008-05-27 | 2012-09-05 | 37430 | 9772 | 27658 | 27658 |
| CARTERS | P | 2010-12-16 | 2013-04-10 | 125423 | 21674 | 103749 | 103749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 131407 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 993382 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7331902 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.135488 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1057889 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6094557 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.173579 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 816170 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 8469511 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.096366 | DistributionRatioYear3 |
| Total Distribution Ratio | 0.405433 | TotalDistributionRatio |
| Average Distribution Ratio | 0.135144 | AverageDistributionRatio |
| Net Noncharitable Assets | 7733659 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1045158 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2546 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1047704 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 953748 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 5092 | InvestmentIncomeExciseTax |
| Subtotal | 5092 | Subtotal |
| Tax Based On Investment Income | 5092 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 20000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 20000 | TotalCreditsAndPayments |
| Overpayment | 14908 | Overpayment |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
| Amount To Be Refunded | 14908 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | NICHOLAS L IACUZIO | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6175741163 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION DISTRIBUTED FUNDS IN THE FORM OF GRANTS TO CHARITABLE ORGANIZATIONS SUPPORTING THEIR CHARITABLE PROGRAM SERVICES. | Description1 |
| Expenses1 | 953748 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2719261 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5132169 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7851430 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 7851430 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 117771 | CashDeemedCharitable |
| Net Noncharitable Assets | 7733659 | NetNoncharitableAssets |
| Minimum Investment Return | 386683 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 386683 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5092 | TaxBasedOnInvestmentIncome |
| Total Tax | 5092 | TotalTax |
| Distributable Amount Before Adj | 381591 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 381591 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 381591 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 953748 | ExpensesAndContributions |
| Qualifying Distributions | 953748 | QualifyingDistributions |
| Adj Qualifying Distributions | 953748 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 381591 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 1085508 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 464336 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 412175 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 762225 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 626787 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 3351031 | TotalExcessDistriCarryover |
| Qualifying Distributions | 953748 | QualifyingDistributions |
| Applied To Current Year | 381591 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 572157 | RemainingDistriFromCorpus |
| Total Corpus | 3923188 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 1085508 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2837680 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 464336 | ExcessFromYear4 |
| Excess From Year3 | 412175 | ExcessFromYear3 |
| Excess From Year2 | 762225 | ExcessFromYear2 |
| Excess From Year1 | 626787 | ExcessFromYear1 |
| Excess From Current Year | 572157 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (44 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH COMMITTEE | |||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 | ||
| BETH ISRAEL DEACONESS MEDICAL | |||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | 509(A)1 | PROGRAM SERVICES | $500 | ||
| BOSTON FOUNDATION INC | |||||||||
| 75 ARLINGTON STREET | BOSTON | MA | 02116 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 | ||
| BOYS & GIRLS CLUB OF BOSTON | |||||||||
| 50 CONGRESS STREET | BOSTON | MA | 02109 | NONE | 509(A)1 | PROGRAM SERVICES | $6,000 | ||
| BREAST CANCER RESEARCH FDN | |||||||||
| 60 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | 509(A)1 | PROGRAM SERVICES | $10,000 | 8TH FLOOR | |
| BRIGHAM AND WOMAN'S HOSPITAL | |||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 | ||
| BUCKINGHAM BROWN & NICHOLS | |||||||||
| 80 GERYS LANDING RD | CAMBRIDGE | MA | 02138 | NONE | 509(A)1 | PROGRAM SERVICES | $102,500 | ||
| CASA COLUMBIANATIONAL CENTER ON AD | |||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 | COLUMBIA UNIVERSITY | |
| CHILDREN'S HOSPITAL TRUST | |||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | 509(A)1 | PROGRAM SERVICES | $250,000 | ||
| COMBINED JEWISH PHILANTHROPY | |||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | 509(A)1 | PROGRAM SERVICES | $250,718 | ||
| COTUIT KETTLEERS | |||||||||
| PO BOX 411 | COTUIT | MA | 02635 | NONE | 509(A)1 | PROGRAM SERVICES | $500 | ||
| CRADLES TO CRAYONS | |||||||||
| 155 NORTH BEACON STREET | BRIGHTON | MA | 02135 | NONE | 509(A)1 | PROGRAM SERVICES | $2,500 | ||
| EMERALD NECKLACE | |||||||||
| 125 FENWAY | BOSTON | MA | 02115 | NONE | 509(A)1 | PROGRAM SERVICES | $250 | ||
| ESSOCO - MGH BREAST CANCER | |||||||||
| 165 CAMBRIDGE ST | BOSTON | MA | 02114 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 | SUITE 600 | |
| FRIENDS OF ISRAEL DEFENSE FORCE | |||||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | NONE | 509(A)1 | PROGRAM SERVICES | $10,000 | ||
| HASSENFELD CHILDREN CTRNYU LANGONE | |||||||||
| 160 EAST 32ND STREET | NEW YORK | NY | 10016 | NONE | 509(A)1 | PROGRAM SERVICES | $5,000 | MEDICAL LEVEL 3 | |
| HILL HOUSE | |||||||||
| 127 MOUNT VERSON STREET | BOSTON | MA | 02108 | NONE | 509(A)1 | PROGRAM SERVICES | $5,000 | ||
| JCC ASSOCIATION | |||||||||
| 15 EAST 26TH STREET | NEW YORK | NY | 10010 | NONE | 509(A)1 | PROGRAM SERVICES | $125,000 | ||
| JCC OF GREATER BOSTON | |||||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | 509(A)1 | PROGRAM SERVICES | $10,100 | ||
| JCC OF GREATER PALM BEACH | |||||||||
| 4803 PGA BLVD | PALM BEACH | FL | 33418 | NONE | 509(A)1 | PROGRAM SERVICES | $10,036 | ||
| JEWISH FAMILY AND CHILDREN | |||||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | NONE | 509(A)1 | PROGRAM SERVICES | $5,000 | ||
| JOINT DISTRIBUTION COMMITTEE | |||||||||
| PO BOXZ 530 | NEW YORK | NY | 10017 | NONE | 509(A)1 | PROGRAM SERVICES | $72 | ||
| JUMP START | |||||||||
| 308 CONGRESS STREET | BOSTON | MA | 02210 | NONE | 509(A)1 | PROGRAM SERVICES | $3,500 | ||
| KAGENO WORLDWIDE INC | |||||||||
| 261 BROADWAY 10D | NEW YORK | NY | 10007 | NONE | 509(A)1 | PROGRAM SERVICES | $250 | ||
| MASS EYE AND EAR HOSPITAL | |||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 | ||
| NEIGHBORHOOD HOUSE CHARTER SCHOOL | |||||||||
| 21 QUEEN STREET | DORCHESTER | MA | 02122 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 | ||
| NEW CENTER FOR THE ARTS | |||||||||
| 20 ASHBURTON PL 1 | BOSTON | MA | 02108 | NONE | 509(A)1 | PROGRAM SERVICES | $7,186 | ||
| NORMAN B LEVANTHAL MAP CENTER | |||||||||
| 700 BOYLSTON STREET | BOSTON | MA | 02116 | NONE | 509(A)1 | PROGRAM SERVICES | $20,000 | COPLEY SQUARE | |
| PAN MASS CHALLENGE | |||||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 | ||
| PEER HEALTH EXCHANGE BOSTON | |||||||||
| 262 WASHINGTON STREET | BOSTON | MA | 02108 | NONE | 509(A)1 | PROGRAM SERVICES | $500 | SUITE 602 | |
| PMC JIMMY FUND | |||||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | NONE | 509(A)1 | PROGRAM SERVICES | $2,000 | ||
| PROJECT HOPE | |||||||||
| 550 DUDLEY STREET | ROXBURY | MA | 02119 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 | ||
| RED SOX FOUNDATION | |||||||||
| 4 YAWKEY WAY | BOSTON | MA | 02215 | NONE | 509(A)1 | PROGRAM SERVICES | $250 | ||
| ROSIES PLACE | |||||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NONE | 509(A)1 | PROGRAM SERVICES | $250 | ||
| SOCIETY OF MSKCCSLOAN KETTERING | |||||||||
| 1233 YORK AVENUE | NEW YORK | NY | 10065 | NONE | 509(A)1 | PROGRAM SERVICES | $3,000 | ||
| TEMPLE BETH EL | |||||||||
| 2179 HIGHLAND AVENUE S | BIRMINGHAM | AL | 35205 | NONE | 509(A)1 | PROGRAM SERVICES | $100 | ||
| TEMPLE EMANUEL | |||||||||
| 385 WARD STREET | NEWTON CENTRE | MA | 02459 | NONE | 509(A)1 | PROGRAM SERVICES | $50,786 | ||
| THE ARNOLD GOLD FOUNDATION | |||||||||
| 619 PALISADE AVENUE | ENGLEWOOD CLIFFS | NJ | 07632 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 | ||
| THE DAVID PROJECT | |||||||||
| PO BOX 52390 | BOSTON | MA | 02205 | NONE | 509(A)1 | PROGRAM SERVICES | $5,000 | ||
| THE FRIENDS OF THE PUBLIC GARDEN | |||||||||
| 69 BEACON STREET | BOSTON | MA | 02108 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 | ||
| THE WOMEN'S LUNCH PLACE | |||||||||
| 67 NEWBURY ST | BOSTON | MA | 02116 | NONE | 509(A)1 | PROGRAM SERVICES | $250 | ||
| UNITED WAY OF MASSACHUSETTS | |||||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | NONE | 509(A)1 | PROGRAM SERVICES | $55,000 | ||
| UROLOGY CARE FOUNDATION | |||||||||
| 1000 CORPORATE BOULEVARD | LINTHICUM | MD | 21090 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 | ||
| ZOO NEW ENGLAND | |||||||||
| 1 FRANKLIN PARK ROAD | BOSTON | MA | 02121 | NONE | 509(A)1 | PROGRAM SERVICES | $500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 953748 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,326 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $131,407 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (4 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| FLOWTHROUGH CENTAURUS PARTNER | 18 | $71,223 |
| RIVA | 18 | $55,398 |
| BERKSHIRE OS | 18 | -$42,342 |
| BERKSHIRE VII | 18 | $64,042 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $283,054 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 283054 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | MATTHEW K SIDMAN | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 3000000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $1,750 | Amount |
| Net Investment Income | 1750 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| PAULA M SIDMAN |
| HOPE SIDMAN |
| MATHEW K SIDMAN |
| J ROBERT CASEY |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (7 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CENTAURUS ENERGY | 40167 | 38115 |
| BERKSHIRE FUND VI, LP | 361885 | 518167 |
| BERKSHIRE FUND VII, LP (OS) | 151181 | 211646 |
| CORVEX | 1000000 | 1252144 |
| JP MORGAN | 451613 | 221789 |
| RIVA CAPITAL PARTNERS | 207854 | 290080 |
| SUVRETTA | 1500000 | 1715861 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| BANK FEES | 100 | 100 |
| FILING FEES | 50 | 50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| FLOWTHROUGH CENTAURUS PARTNER | 71223 | 71223 | 71223 |
| RIVA | 55398 | 55398 | 55398 |
| BERKSHIRE OS | -42342 | -42342 | -42342 |
| BERKSHIRE VII | 64042 | 64042 | 64042 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND PORTFOLIO EXPENSE | Category |
| Amount | $26,245 | Amount |
| Net Investment Income | 26245 | NetInvestmentIncome |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | MATTHEW K SIDMAN | PersonName |
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 Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $285 | Amount |
| Net Investment Income | 285 | NetInvestmentIncome |
Comments