SIDMAN FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SIDMAN FAMILY FOUNDATION (EIN 20-3867727)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-07
- IRS object ID
- 201311279349100411
- Schema version
- 2011v1.5
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-07T08:13:35-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 2011-07-01 | 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 | 2013-02-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THERESA J CREEDEN | Name |
| Phone | 7813440850 | Phone |
| Date Prepared | 2013-02-27 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 8031790 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 3318 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3318 | InterestOnSavingsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -210349 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 67312 | GrossSalesPrice |
| Other Income Rev And Expnss | -210136 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -220089 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | -210136 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | -417167 | TotalRevenueAndExpenses |
| Total Net Investment Income | -216771 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | -210136 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1750 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 28858 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 28858 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 251 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 251 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 548 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 548 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 31407 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 31407 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 993382 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 993382 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1024789 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 31407 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 993382 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1441956 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 5784865 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5072971 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5072971 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3313534 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2583472 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2958819 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 9098399 | TotalAssetsBOY |
| Total Assets EOY | 7656443 | TotalAssetsEOY |
| Total Assets EOYFMV | 8031790 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 9098399 | UnrestrictedBOY |
| Unrestricted EOY | 7656443 | UnrestrictedEOY |
| Total Net Assets BOY | 9098399 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7656443 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 9098399 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7656443 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9098399 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1441956 | ExcessOfRevenueOverExpenses |
| Subtotal | 7656443 | Subtotal |
| Total Net Assets Fund Balances EOY | 7656443 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1057889 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6094557 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.173579 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 816170 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8469511 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.096366 | DistributionRatioYear2 |
| Total Distribution Ratio | 0.269945 | TotalDistributionRatio |
| Average Distribution Ratio | 0.134973 | AverageDistributionRatio |
| Net Noncharitable Assets | 7331902 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 989609 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 989609 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 993382 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Est Tax Payments And Overpayment | 20000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 20000 | TotalCreditsAndPayments |
| Overpayment | 20000 | Overpayment |
| Amount Credited To Next Year | 20000 | AmountCreditedToNextYear |
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 | false | 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 |
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 | 993382 | 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 | 2097660 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5345895 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7443555 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 7443555 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 111653 | CashDeemedCharitable |
| Net Noncharitable Assets | 7331902 | NetNoncharitableAssets |
| Minimum Investment Return | 366595 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 366595 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 366595 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 366595 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 366595 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 993382 | ExpensesAndContributions |
| Qualifying Distributions | 993382 | QualifyingDistributions |
| Adj Qualifying Distributions | 993382 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 366595 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 246785 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1085508 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 464336 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 412175 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 762225 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2971029 | TotalExcessDistriCarryover |
| Qualifying Distributions | 993382 | QualifyingDistributions |
| Applied To Current Year | 366595 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 626787 | RemainingDistriFromCorpus |
| Total Corpus | 3597816 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 246785 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 3351031 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1085508 | ExcessFromYear4 |
| Excess From Year3 | 464336 | ExcessFromYear3 |
| Excess From Year2 | 412175 | ExcessFromYear2 |
| Excess From Year1 | 762225 | ExcessFromYear1 |
| Excess From Current Year | 626787 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (43 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF SHALVA | ||||||||
| 315 FIFTH AVENUE | NEW YORK | NY | 10016 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 | |
| BETH ISRAEL SYNAGOGUE | ||||||||
| 229 MURDOCK AVENUE | ASHEVILLE | NC | 28804 | NONE | 509(A)1 | PROGRAM SERVICES | $180 | |
| BOSTON FOUNDATION INC | ||||||||
| 75 ARLINGTON STREET | BOSTON | MA | 02116 | NONE | 509(A)1 | PROGRAM SERVICES | $5,000 | |
| BOYS & GIRLS CLUB OF BOST | ||||||||
| 50 CONGRESS STREET | BOSTON | MA | 02109 | NONE | 509(A)1 | PROGRAM SERVICES | $2,000 | |
| BRIGHAM AND WOMAN'S | ||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | 509(A)1 | PROGRAM SERVICES | $36,000 | |
| CASA COLUMBIANATINAL CENTER ON ADD | ||||||||
| 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 | $51,500 | |
| CHILDREN'S MUSEUM | ||||||||
| 308 CONGRESS STREET | BOSTON | MA | 02210 | NONE | 509(A)1 | PROGRAM SERVICES | $2,500 | |
| CITY MEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | 509(A)1 | PROGRAM SERVICES | $11,000 | |
| COMBINED JEWISH PHILANTHR | ||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | 509(A)1 | PROGRAM SERVICES | $260,930 | |
| CROSSROADS FOR KIDS | ||||||||
| 119 MYRTLE STREET | DUXBURY | MA | 02332 | NONE | 509(A)1 | PROGRAM SERVICES | $500 | |
| DUKE UNIVERSITY | ||||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | NONE | 509(A)1 | PROGRAM SERVICES | $50,000 | |
| FACING HISTORY AND OURSELVES | ||||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NONE | 509(A)1 | PROGRAM SERVICES | $10,000 | |
| FRIENDS OF ISRAEL DEFENSE FORCE | ||||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | NONE | 509(A)1 | PROGRAM SERVICES | $75,000 | |
| HEBREW COLLEGE | ||||||||
| 160 HERRICK ROAD | NEWTON CENTRE | MA | 02459 | NONE | 509(A)1 | PROGRAM SERVICES | $180 | |
| HEBREW SENIOR LIFE | ||||||||
| 1200 CENTRE STREET | BOSTON | MA | 02131 | NONE | 509(A)1 | PROGRAM SERVICES | $11,000 | |
| HILL HOUSE | ||||||||
| 127 MOUNT VERSON STREET | BOSTON | MA | 02108 | NONE | 509(A)1 | PROGRAM SERVICES | $2,000 | |
| JCC ASSOCIATION | ||||||||
| 15 EAST 26TH STREET | NEW YORK | NY | 10010 | NONE | 509(A)1 | PROGRAM SERVICES | $164,500 | |
| JCC OF GREATER BOSTON | ||||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | 509(A)1 | PROGRAM SERVICES | $36 | |
| JCC OF GREATER PALM BEACH | ||||||||
| 4803 PGA BLVD | PALM BEACH | FL | 33418 | NONE | 509(A)1 | PROGRAM SERVICES | $15,400 | |
| JEWISH COMMUNITY DAY SCHOOL | ||||||||
| 57 STANLEY AVENUE | WATERTOWN | MA | 02472 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 | |
| JEWISH COMMUNITY HOUSING | ||||||||
| 30 WALLINGFORD ROAD | BRIGHTON | MA | 02134 | NONE | 509(A)1 | PROGRAM SERVICES | $600 | FOR THE ELDERLY (JCHE) |
| JEWISH FAMILY AND CHILDREN | ||||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | NONE | 509(A)1 | PROGRAM SERVICES | $2,500 | |
| JOINT DISTRIBUTION COMMIT | ||||||||
| PO BOXZ 530 | NEW YORK | NY | 10017 | NONE | 509(A)1 | PROGRAM SERVICES | $600 | |
| JUMP START | ||||||||
| 308 CONGRESS STREET | BOSTON | MA | 02210 | NONE | 509(A)1 | PROGRAM SERVICES | $80,000 | |
| LIGHTHOUSE INTERNATIONAL | ||||||||
| 111 E 59TH STREET | NEW YORK | NY | 10022 | NONE | 509(A)1 | PROGRAM SERVICES | $5,000 | |
| MEMORIAL SLOAN KETTERING | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | 509(A)1 | PROGRAM SERVICES | $500 | |
| NYU LONGONE MEDICAL CENTE | ||||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | NONE | 509(A)1 | PROGRAM SERVICES | $5,000 | |
| PALM BEACH CC FOUNDATION | ||||||||
| 4200 SOUTH CONGRESS AVE | LAKE WORTH | FL | 33461 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 | |
| PALM BEACH FELLOWSHIP | ||||||||
| 139 NORTH COUNTY ROAD | PALM BEACH | FL | 33480 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 | |
| PAN A CHALLENGE JIMMY FUN | ||||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | NONE | 509(A)1 | PROGRAM SERVICES | $3,000 | |
| 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 | |
| RIVERDALE COUNTRY SCHOOL | ||||||||
| 5250 FIELDSTON ROAD | BRONX | NY | 10471 | NONE | 509(A)1 | PROGRAM SERVICES | $2,000 | |
| STEPPING STONE FOUNDATION | ||||||||
| 155 FEDERAL STREET | BOSTON | MA | 02110 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 | |
| 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 | $75,926 | |
| TENACITY INC | ||||||||
| 38 EVERETT STREET | BOSTON | MA | 02134 | NONE | 509(A)1 | PROGRAM SERVICES | $3,500 | |
| THE NEW ART CENTER | ||||||||
| 61 WASHINGTON PARK | NEWTONVILLE | MA | 02460 | NONE | 509(A)1 | PROGRAM SERVICES | $50,180 | |
| UJA FEDERATION NY | ||||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 | |
| UNITED WAY OF MASSACHUSET | ||||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | NONE | 509(A)1 | PROGRAM SERVICES | $52,500 | |
| WGBH | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | 509(A)1 | PROGRAM SERVICES | $1,500 | |
| YOUTH VILLAGES | ||||||||
| 3320 BROTHER BLVD | MEMPHIS | TN | 38133 | NONE | 509(A)1 | PROGRAM SERVICES | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 991382 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,318 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$210,349 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (5 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| FLOWTHROUGH CENTAURUS PARTN | 18 | -$232,721 |
| RIVA | 18 | $40,155 |
| BERKSHIRE OS | 18 | -$404 |
| BERKSHIRE VII | 18 | -$27,119 |
| IRS REFUND | 1 | $9,953 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$417,167 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -417167 | 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 |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PROSHARES TR | Name |
| Date Acquired | 2009-04 | DateAcquired |
| How Acquired | PURCHASE | HowAcquired |
| Date Sold | 2011-08 | DateSold |
| Gross Sales Price | 67312 | GrossSalesPrice |
| Basis | 277505 | Basis |
| Sales Expense | 156 | SalesExpense |
| Total Net | -210349 | TotalNet |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (6 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CENTAURUS ENERGY | 195012 | 297638 |
| BERKSHIRE FUND VI, LP | 318106 | 563435 |
| BERKSHIRE FUND VII, LP (OS) | 159712 | 159712 |
| CORVEX | 1000000 | 1087719 |
| JP MORGAN | 451613 | 304282 |
| RIVA CAPITAL PARTNERS | 459029 | 546033 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| BANK FEES | 33 | 33 |
| FILING FEES | 515 | 515 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| FLOWTHROUGH CENTAURUS PARTNER | -232721 | -232721 | -232721 |
| RIVA | 40155 | 40155 | 40155 |
| BERKSHIRE OS | -404 | -404 | -404 |
| BERKSHIRE VII | -27119 | -27119 | -27119 |
| IRS REFUND | 9953 | 9953 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND PORTFOLIO EXPENSE | Category |
| Amount | $28,858 | Amount |
| Net Investment Income | 28858 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES: FOREIGN | Category |
| Amount | $251 | Amount |
| Net Investment Income | 251 | NetInvestmentIncome |
Comments