SIDMAN FAMILY FOUNDATION: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- SIDMAN FAMILY FOUNDATION (EIN 20-3867727)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-04-30
- IRS object ID
- 201111209349100501
- Schema version
- 2009v1.7
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-30T13:18:02-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | 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 | 2009-07-01 | 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 | 2011-04-15 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THERESA J CREEDEN CPA | Name |
| Phone | 7813440850 | Phone |
| Date Prepared | 2011-04-26 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 | 8551955 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 250000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 3330 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3330 | DividendsNetInvstIncm |
| Other Income Rev And Expnss | 1053724 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1053724 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 1053724 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 1307054 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1057054 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 1053724 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1750 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 58299 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 58299 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 22967 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 22967 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 83016 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 83016 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 816170 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 816170 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 899186 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 83016 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 816170 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 407868 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 974038 | NetInvestmentIncome |
| Adjusted Net Income | 1053724 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2709372 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4309550 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4309550 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 5576122 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4383812 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4242405 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 8285494 | TotalAssetsBOY |
| Total Assets EOY | 8693362 | TotalAssetsEOY |
| Total Assets EOYFMV | 8551955 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 8285494 | UnrestrictedBOY |
| Unrestricted EOY | 8693362 | UnrestrictedEOY |
| Total Net Assets BOY | 8285494 | TotalNetAssetsBOY |
| Total Net Assets EOY | 8693362 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8285494 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8693362 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 8285494 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 407868 | ExcessOfRevenueOverExpenses |
| Subtotal | 8693362 | Subtotal |
| Total Net Assets Fund Balances EOY | 8693362 | TotalNetAssetsFundBalancesEOY |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 19481 | InvestmentIncomeExciseTax |
| Subtotal | 19481 | Subtotal |
| Tax Based On Investment Income | 19481 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 54000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 54000 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 34 | PenaltyForUnderpayment |
| Overpayment | 34485 | Overpayment |
| Amount Credited To Next Year | 34485 | 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 |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| 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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 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 | 5.00 | 0 | 0 | 0 |
| MATHEW K SIDMAN | ||||||||
| 50 FEDERAL STREET | BOSTON | MA | 02110 | CLERK/DIR | 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 | 816170 | 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 | 4561843 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4036645 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8598488 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 8598488 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 128977 | CashDeemedCharitable |
| Net Noncharitable Assets | 8469511 | NetNoncharitableAssets |
| Minimum Investment Return | 423476 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 423476 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 19481 | TaxBasedOnInvestmentIncome |
| Total Tax | 19481 | TotalTax |
| Distributable Amount Before Adj | 403995 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 403995 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 403995 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 816170 | ExpensesAndContributions |
| Qualifying Distributions | 816170 | QualifyingDistributions |
| Adj Qualifying Distributions | 816170 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 403995 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 246785 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1085508 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 464336 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1796629 | TotalExcessDistriCarryover |
| Qualifying Distributions | 816170 | QualifyingDistributions |
| Applied To Current Year | 403995 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 412175 | RemainingDistriFromCorpus |
| Total Corpus | 2208804 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 2208804 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 246785 | ExcessFromYear3 |
| Excess From Year2 | 1085508 | ExcessFromYear2 |
| Excess From Year1 | 464336 | ExcessFromYear1 |
| Excess From Current Year | 412175 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (41 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | 509(A)1 | PROGRAM SERVICES | $5,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 9 RIVERSIDE ROAD | WESTON | MA | 02493 | NONE | 509(A)1 | PROGRAM SERVICES | $500 |
| AMERICAN DIABETES ASSOCIA | |||||||
| PO BOX 11454 | ALEXANDRIA | VA | 22312 | NONE | 509(A)1 | PROGRAM SERVICES | $500 |
| AMERICAN JEWISH JOINT COM | |||||||
| 132 EAST 43RD STREET | NEW YORK | NY | 10017 | NONE | 509(A)1 | PROGRAM SERVICES | $415 |
| BERGSTROM FAMILY FOUNDATI | |||||||
| 461 EDGEWOOD DRIVE | MONTGOVERY | TX | 77356 | NONE | 509(A)1 | PROGRAM SERVICES | $100 |
| BOSTON ARTS ACADEMY | |||||||
| 174 IPSWICH ST | BOSTON | MA | 02215 | NONE | 509(A)1 | PROGRAM SERVICES | $5,000 |
| BOSTON SYMPHANY | |||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 |
| BRIGHAM AND WOMAN'S | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | 509(A)1 | PROGRAM SERVICES | $122,933 |
| CHILDREN'S HOSPITAL TRUST | |||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | 509(A)1 | PROGRAM SERVICES | $50,000 |
| COMBINED JEWISH PHILANTHR | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | 509(A)1 | PROGRAM SERVICES | $130,100 |
| DANA FARBER CANCER INST | |||||||
| 27 DRYDOCK AVENUE | BOSTON | MA | 02210 | NONE | 509(A)1 | PROGRAM SERVICES | $100 |
| DUKE UNIVERSITY | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | NONE | 509(A)1 | PROGRAM SERVICES | $20,000 |
| FALMOUTH ROAD RACE | |||||||
| PO BOX 732 | FALMOUTH | MA | 02451 | NONE | 509(A)1 | PROGRAM SERVICES | $700 |
| FJECC | |||||||
| 477 LONGWOOD AVENUE | BOSTON | MA | 02215 | NONE | 509(A)1 | PROGRAM SERVICES | $10,000 |
| GREEK ORTHODOX CHURCH | |||||||
| 162 GODDARD AVENUE | BROOKLINE | MA | 02445 | NONE | 509(A)1 | PROGRAM SERVICES | $200 |
| HILL HOUSE | |||||||
| 127 MOUNT VERSON STREET | BOSTON | MA | 02108 | NONE | 509(A)1 | PROGRAM SERVICES | $1,500 |
| HOSPICE NORTH SHORE | |||||||
| 75 SYLVAN STREET | DANVERS | MA | 01923 | NONE | 509(A)1 | PROGRAM SERVICES | $250 |
| JCC ASSOCIATION | |||||||
| 15 EAST 26TH STREET | NEW YORK | NY | 10010 | NONE | 509(A)1 | PROGRAM SERVICES | $111,500 |
| JCC OF GREATER PALM BEACH | |||||||
| 4803 PGA BLVD | PALM BEACH | FL | 33418 | NONE | 509(A)1 | PROGRAM SERVICES | $10,000 |
| JCCA ASSOCIATION | |||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | 509(A)1 | PROGRAM SERVICES | $10,000 |
| JDC | |||||||
| PO BOX 530 | NEW YORK | NY | 10017 | NONE | 509(A)1 | PROGRAM SERVICES | $500 |
| JEWISH COMMUNITY CTR ASSO | |||||||
| 520 EIGHTH AVENUE | NEW YORK | NY | 10018 | NONE | 509(A)1 | PROGRAM SERVICES | $100 |
| JF & CS JEWISH HEALING | |||||||
| 1430 MAIN STREET | WALTHMA | MA | 02451 | NONE | 509(A)1 | PROGRAM SERVICES | $200 |
| JOINT DISTRIBUTION COMMIT | |||||||
| PO BOXZ 530 | NEW YORK | NY | 10017 | NONE | 509(A)1 | PROGRAM SERVICES | $500 |
| JOSLIN DIABETES CENTER | |||||||
| 1 JOSLIN PLACE | BOSTON | MA | 02215 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 |
| JUMP START | |||||||
| 308 CONGRESS STREET | BOSTON | MA | 02210 | NONE | 509(A)1 | PROGRAM SERVICES | $30,000 |
| MAINE SPECIAL OLYMPICKS | |||||||
| 125 JOHN ROBERTS ROAD | SOUTH PORTLAND | ME | 04106 | NONE | 509(A)1 | PROGRAM SERVICES | $150 |
| MASS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | 509(A)1 | PROGRAM SERVICES | $1,200 |
| NECC FOUNDATION | |||||||
| 100 ELLIOTT STREET | HAVERHILL | MA | 01830 | NONE | 509(A)1 | PROGRAM SERVICES | $100 |
| NYU LONGONE MEDICAL CENTE | |||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 |
| PALM BEACH CC FOUNDATION | |||||||
| 4200 SOUTH CONGRESS AVE | LAKE WORTH | FL | 33461 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 |
| PAN A CHALLENGE JIMMY FUN | |||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 |
| PARTNERS IN HEALTH | |||||||
| 888 COMMONWEALTH AVE | BOSTON | MA | 02115 | NONE | 509(A)1 | PROGRAM SERVICES | $10,000 |
| RED SOX FOUNDATION | |||||||
| 4 YAWKEY WAY | BOSTON | MA | 02215 | NONE | 509(A)1 | PROGRAM SERVICES | $100 |
| RIVERDALE COUNTRY SCHOOL | |||||||
| 5250 FIELDSTON ROAD | NEW YORK | NY | 10471 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 |
| TEMPLE EMANUEL | |||||||
| 385 WARD STREET | NEWTON CENTRE | MA | 02459 | NONE | 509(A)1 | PROGRAM SERVICES | $21,100 |
| THE NEW ART CENTER | |||||||
| 61 WASHINGTON PARK | NEWTONVILLE | MA | 02460 | NONE | 509(A)1 | PROGRAM SERVICES | $246,422 |
| UJA FEDERATION OF NY | |||||||
| 138 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | 509(A)1 | PROGRAM SERVICES | $5,000 |
| UNITED WAY OF MASSACHUSET | |||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | NONE | 509(A)1 | PROGRAM SERVICES | $10,000 |
| UNIV OF PENN | |||||||
| HUNTSUN HALL | PHILADELPHIA | PA | 19104 | NONE | 509(A)1 | PROGRAM SERVICES | $5,000 |
| US HOLOCAUST MUSEUM | |||||||
| 100 ROAUL WALLENBERG PL | WASHINGTON | DC | 20024 | NONE | 509(A)1 | PROGRAM SERVICES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 816170 | 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 | $3,330 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (4 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| FLOWTHROUGH CENTAURUS PARTNER | 18 | $586,867 |
| RIVA | 18 | $457,629 |
| BERKSHIRE | 18 | -$4,880 |
| SCS FINANCIAL | 18 | $14,108 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,057,054 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1057054 | 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 | 250000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $1,750 | Amount |
| Net Investment Income | 1750 | NetInvestmentIncome |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (6 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CENTAURUS ENERGY | 2047841 | 1940381 |
| BERKSHIRE FUND VI, LP | 367471 | 403532 |
| BERKSHIRE FUND VII, LP | 39790 | 39778 |
| SCS FINANCIAL | ||
| OPPENHEIMER | 729118 | 360280 |
| RIVA CAPITAL PARTNERS | 1199592 | 1498434 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| BANK FEES | 74 | 74 |
| FILING FEES | 765 | 765 |
| INVESTMENT AND PORTFOLIO EXPE | 22128 | 22128 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| FLOWTHROUGH CENTAURUS PARTNER | 586867 | 586867 | 586867 |
| RIVA | 457629 | 457629 | 457629 |
| BERKSHIRE | -4880 | -4880 | -4880 |
| SCS FINANCIAL | 14108 | 14108 | 14108 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| TAXES: FEDERAL ESTIMATES | $54,000 | 54000 |
| TAXES- FEDERAL FY2009 | $3,804 | 3804 |
| TAXES: FOREIGN | $495 | 495 |
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