2024-09-23T13:21:11-05:00 2023-12-31 346565596 ERNST & YOUNG US LLP 200 CLARENDON STREET BOSTON MA 02116 990PF 2023-01-01 046560021 ROSALYN AND RICHARD SLIFKA CHARITABLE TRUST ROSA 6178948800 800 SOUTH STREET PO BOX 9161 WALTHAM MA 024539161 RICHARD SLIFKA OFFICER 6178948800 2024-09-23 1 0 JENNA M LEWIS P01076534 6172662000 2024-09-23 2023 2024-08-08 14:25:15Z X 9508411 X 4943561 84 84 105970 105970 5619612 16608034 5619612 10669227 5725666 0 0 0 0 0 35154 35154 0 0 500 0 0 500 35654 35154 0 500 4893044 4893044 4928698 35154 0 4893544 5740529 5690512 0 1095381 7019601 7019601 120923 2438847 2488810 2938271 0 0 1504869 0 0 5659444 9458448 9508411 0 0 X 5659444 9458448 0 0 0 0 5659444 9458448 5659444 9458448 5659444 5740529 0 11399973 1941525 9458448 PUBLICLY TRADED SECURITIES P 16608034 10988422 5619612 5619612 5619612 0 79098 0 79098 0 79098 4537 0 80000 0 84537 0 5439 5439 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 0 N/A RICHARD SLIFKA 6178948800 800 SOUTH STREET PO BOX 9161 WALTHAM MA 024539161 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RICHARD SLIFKA 800 SOUTH STREET PO BOX 9161 WALTHAM MA 024539161 TRUSTEE 1.00 0 0 0 ROSALYN SLIFKA 800 SOUTH STREET PO BOX 9161 WALTHAM MA 024539161 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 0 4939664 754332 0 5693996 0 0 5693996 85410 5608586 280429 280429 79098 79098 201331 0 201331 0 201331 4893544 0 4893544 201331 0 0 1442788 2566871 1045000 1477763 439536 6971958 4893544 0 0 0 201331 4692213 0 0 11664171 0 0 0 0 0 0 1442788 10221383 2566871 1045000 1477763 439536 4692213 RICHARD SLIFKA ROSALYN SLIFKA X N/A N/A N/A AISH TORAH 505 EIGHTH AVENUE SUITE 601 NEW YORK NY 10018 N/A PC TO MEET JEWISH NEW YORKERS WHERE THEY ARE AND CONNECT THEM TO THEIR SPIRITUAL AND CULTURAL INHERITANCE. 25000 ALLIANCE TO PROTECT NANTUCKET SOUND INC 4 BARNSTABLE ROAD HYANNIS MA 02601 N/A PC TO PROTECT NANTUCKET SOUND IN PERPETUITY FROM ANY INAPPROPRIATE INDUSTRIAL OR COMMERCIAL DEVELOPMENT THAT WOULD THREATEN OR NEGATIVELY ALTER THE COASTAL ECOSYSTEM. 25000 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 N/A PC TO STOP THE DEFAMATION OF THE JEWISH PEOPLE AND TO SECURE JUSTICE AND FAIR TREATMENT TO ALL. 1500 BAIS YAAKOV PO BOX 351004 BRIGHTON MA 02135 N/A PC TO PROVIDE COMPREHENSIVE JUDAIC STUDIES AND CHALLENGING SECULAR STUDIES EDUCATION TO ORTHODOX JEWISH YOUNG WOMEN IN AN ATMOSPHERE THAT FOSTERS A LOVE OF LEARNING, TRADITIONAL JEWISH VALUES AND ETHICS, AS WELL AS COMMITMENT TO COMMUNITY. 285000 BIRTHRIGHT ISRAEL FOUNDATION PO BOX 21615 NEW YORK NY 10087 N/A PC TO ENSURE THAT EVERY ELIGIBLE YOUNG JEWISH ADULT AROUND THE WORLD, ESPECIALLY THE LESS CONNECTED, IS GIVEN THE OPPORTUNITY TO VISIT ISRAEL ON THIS EDUCATIONAL JOURNEY. 50000 BOSTON CHILDREN'S CHORUS INC 20 OLD COLONY AVENUE 2ND FLOOR BOSTON MA 02127 N/A PC TO HARNESS THE POWER OF MUSIC TO CONNECT OUR CITY'S DIVERSE COMMUNITIES, CULTIVATE EMPATHY, AND INSPIRE SOCIAL INQUIRY. 20000 BOSTON JERUSALEM CHARITY FUND 38 EMBASSY RD BRIGHTON MA 02135 N/A PC TO RELIEVE, TO THE EXTENT POSSIBLE, FOOD INSECURITY. 50000 BOSTON LATIN SCHOOL ASSOC 27 SCHOOL STREET SUITE 300 BOSTON MA 02108 N/A PC TO PRESERVE AND SUPPORT THE MISSION AND EXCELLENCE OF THE BOSTON LATIN SCHOOL; TO BUILD AND MAINTAIN RELATIONSHIPS AMONG ITS ALUMNI AND FRIENDS; TO RAISE FUNDS FOR BOTH SCHOOL AND ASSOCIATION ACTIVITIES; AND TO SERVE AS AN EFFECTIVE MODEL OF A SUCCESSFUL PUBLIC SCHOOL-PRIVATE ASSOCIATION PARTNERSHIP. 50000 BOSTON MEDICAL CENTER 1 BOSTON MEDICAL CENTER PLACE BOSTON MA 02108 N/A PC TO PROVIDE CONSISTENTLY EXCELLENT AND ACCESSIBLE HEALTH SERVICES TO ALL IN NEED OF CARE REGARDLESS OF STATUS AND ABILITY TO PAY. 478944 BRANDEIS UNIVERSITY 415 SOUTH STREET WALTHAM MA 02453 N/A PC TO PURSUE KNOWLEDGE AND ITS TRANSMISSION FROM GENERATION TO GENERATION. 100000 BRIGHAM & WOMENS HOSPITAL INC 75 FRANCIS STREET BOSTON MA 02115 N/A PC TO PROVIDE THE HIGHEST QUALITY HEALTH CARE TO PATIENTS AND THEIR FAMILIES, EXPANDING THE BOUNDARIES OF MEDICINE THROUGH RESEARCH, EDUCATING THE NEXT GENERATION OF HEALTH CARE PROFESSIONALS. 300000 CAMP AVODA 23 GIBBS RD MIDDLEBORO MA 02346 N/A PC TO PROVIDING JEWISH BOYS WITH A SAFE, VIBRANT AND NURTURING SUMMER ENVIRONMENT WHERE "FRIENDSHIPS ARE BUILT TO LAST A LIFETIME." 50000 CHABAD JEWISH CENTER CAPE COD 745 W MAIN STREET HYANNIS MA 02601 N/A PC TO PROMOTE JEWISH IDENTITY, PRIDE, AND CONTINUITY; TO STRENGTHEN THE UNITY OF THE JEWISH PEOPLE. 115000 CHABAD JEWISH CENTER OF NEEDHAM 472 HIGH ROCK STREET NEEDHAM MA 02492 N/A PC TO PROMOTE JEWISH IDENTITY, PRIDE, AND CONTINUITY; TO STRENGTHEN THE UNITY OF THE JEWISH PEOPLE. 85000 CHABAD LUBAVITCH OF DOYLESTOWN 300 E SWAMP RD DOYLESTOWN PA 18901 N/A PC TO PROMOTE JEWISH IDENTITY, PRIDE, AND CONTINUITY; TO STRENGTHEN THE UNITY OF THE JEWISH PEOPLE. 15000 CHABAD OF HAMDEN PO BOX 185641 HAMDEN CT 06518 N/A PC TO PROMOTE JEWISH IDENTITY, PRIDE, AND CONTINUITY; TO STRENGTHEN THE UNITY OF THE JEWISH PEOPLE. 18000 CHABAD-LUBAVITCH INC 491 COMMONWEALTH AVE BOSTON MA 02215 N/A PC TO FURTHER THE UNDERSTANDING AND OBSERVANCE OF JEWISH TRADITIONS TO ALL, REGARDLESS OF THEIR BACKGROUND. 420000 COLEL CHABAD 806 EASTERN PARKWAY BROOKLYN NY 11213 N/A PC TO HELP THOSE WHO ARE TOO OLD OR DISABLED TO FEND FOR THEMSELVES AS WELL AS INDIVIDUALS AND FAMILIES IN CRISIS SUCH AS WIDOWS AND ORPHANS, NEW IMMIGRANTS IN TRANSITION AND IMPOVERISHED YOUNG COUPLES SEEKING TO ESTABLISH A BASIC HOUSEHOLD. 158000 CONGREGATION BETH ISRAEL 10 DEXTER STREET MALDEN MA 02148 N/A PC TO SERVE THE NEEDS OF THE JEWISH COMMUNITY SINCE 1904. 25000 CONGREGATION CHAI ODOM 77 ENGLEWOOD AVE BRIGHTON MA 02135 N/A PC TO SERVE THE NEEDS OF THE JEWISH COMMUNITY. 137500 EPSTEIN HILLEL SCHOOL 6 COMMUNITY ROAD MARBLEHEAD MA 01945 N/A PC TO PROVIDE A CHALLENGING INTERDISCIPLINARY CURRICULUM THAT FOSTERS CRITICAL THINKING, CURIOSITY, CREATIVITY, AND A LOVE OF LEARNING. 130000 GANN ACADEMY 333 FOREST ST WALTHAM MA 02452 N/A PC TO BRING TOGETHER STUDENTS FROM ALL CORNERS OF THE JEWISH COMMUNITY TO STRENGTHEN THEIR IDENTITY WITHIN A PLURALISTIC SCHOOL. 150000 GATEWAYS ACCESS TO JEWISH EDUCATION 333 NAHANTON STREET NEWTON MA 02459 N/A PC TO PROVIDE HIGH QUALITY SPECIAL EDUCATION SERVICES, EXPERTISE AND SUPPORT TO ENABLE STUDENTS WITH DIVERSE LEARNING NEEDS TO SUCCEED IN JEWISH EDUCATIONAL SETTINGS AND PARTICIPATE MEANINGFULLY IN JEWISH LIFE. 25000 HARVARD ST NEIGHBORHOOD HEALTH CENTER 632 BLUE HILL AVE DORCHESTER MA 02121 N/A PC TO PROVIDE EXEMPLARY CARE TO OUR COMMUNITIES AT EVERY OPPORTUNITY. 50000 HEBREW COLLEGE 1860 WASHINGTON STREET NEWTON MA 02466 N/A PC TO PROMOTE DEEP JEWISH LEARNING AND INSPIRED LEADERSHIP WITH A PLURALISTIC ENVIRONMENT OF OPEN INQUIRY, INTELLECTUAL RIGOR, PERSONAL ENGAGEMENT AND SPIRITUAL CREATIVITY. 100000 HEBREW SENIOR LIFE 1200 CENTRE ST BOSTON MA 02131 N/A PC TO PROVIDE PERSON-CENTERED MEDICAL CARE IN A HOMELIKE SETTING FOR PATIENTS WITH CHRONIC AND COMPLEX ILLNESSES. 10000 HORIZONS FOR HOMELESS CHILDREN INC 1785 COLUMBUS AVENUE ROXBURY MA 02119 N/A PC TO IMPROVE THE LIVES OF YOUNG HOMELESS CHILDREN IN MASSACHUSETTS AND HELPS THEIR FAMILIES TO SUCCEED BY PROVIDING HIGH QUALITY EARLY EDUCATION, OPPORTUNITIES FOR PLAY, AND COMPREHENSIVE FAMILY SUPPORT SERVICES. 50500 HOSPICE & PALLIATIVE CENTER FEDERATION OF MA 20 COMMERCIAL DR WRENTHAM MA 02093 N/A PC TO ADVANCE AND PROMOTE EXCELLENCE IN END OF LIFE CARE BY: ADVOCATING FOR ITS MEMBERS, PATIENTS, FAMILIES AND THE END-OF-LIFE CARE GIVING COMMUNITY; PROVIDING EDUCATION AND ENHANCING AWARENESS. 5000 INITIATIVE FOR A COMPETITIVE INNER CITY INC PO BOX 191297 ROXBURY MA 02119 N/A PC TO DRIVE INCLUSIVE ECONOMIC PROSPERITY IN UNDER-RESOURCED COMMUNITIES THROUGH INNOVATIVE RESEARCH AND PROGRAMS TO CREATE JOBS, INCOME, AND WEALTH FOR LOCAL RESIDENTS. 10000 JEWISH ARTS COLLABORITIVE INC 1320 CENTRE ST SUITE 201 NEWTON CENTRE MA 02459 N/A PC TO EXPLORE AND PRESENT THE RICH, DIVERSE, AND CREATIVE WORLD OF JEWISH ARTS AND CULTUREPAST, PRESENT, AND FUTURETO THE WIDEST POSSIBLE AUDIENCE, IN VENUES ACROSS GREATER BOSTON 20000 JEWISH COMMUNITY DAY SCHOOL 57 STANLEY AVENUE WATERTOWN MA 02472 N/A PC TO PROVIDE A PREMIER EDUCATION THAT NURTURES EACH STUDENT'S CAPACITY FOR INTELLECTUAL DISCOVERY AND DECISION-MAKING WITHIN A RESPECTFUL, PLURALIST, BILINGUAL HEBREW-ENGLISH ENVIRONMENT 20000 JEWISH FAMILY & CHILDREN'S SERVICE 1430 MAIN STREET WALTHAM MA 02451 N/A PC TO CARE FOR INDIVIDUALS AND FAMILIES BY PROVIDING EXCEPTIONAL HUMAN SERVICES GUIDED BY JEWISH TRADITIONS OF SOCIAL RESPONSIBILITY, COMPASSION, AND RESPECT FOR ALL MEMBERS OF THE COMMUNITY. JF&CS FULFILLS ITS MISSION BY PROVIDING DIRECT SERVICES AND ADVANCING BEST PRACTICES THAT SUPPORT THE RESILIENCE AND WELL-BEING OF ITS TARGET POPULATIONS: NEW PARENTS AND THEIR CHILDREN, OLDER ADULTS AND FAMILY CAREGIVERS, CHILDREN AND ADULTS WITH DISABILITIES, AND PEOPLE EXPERIENCING POVERTY, HUNGER, OR DOMESTIC ABUSE. 15000 KIDS KICKING CANCER 27600 NORTHWESTERN HWY SUITE 220 SOUTHFIELD MI 48034 N/A PC TO EASE THE PAIN AND TRAUMA OF CHILDREN WHILE EMPOWERING THEM TO HEAL PHYSICALLY, SPIRITUALLY AND EMOTIONALLY. 25000 KOLLEL OF GREATER BOSTON INC 62 CUMMINGS RD BRIGHTON MA 02135 N/A PC TO ADVANCE JEWISH EDUCATION. 58500 LANDER-GRINSPOON ACADEMY THE SOLOMON SCHECHTER SCHOOL 275 PROSPECT STREET NORTHAMPTON MA 01060 N/A PC TO PROVIDE A RICH, ACADEMICALLY RIGOROUS, AND VALUES-BASED EDUCATION INTEGRATING GENERAL AND JEWISH STUDIES IN A NURTURING ENVIRONMENT. 35000 MACHNE ISRAEL-LITHUANIA 770 EASTERN PKWY BROOKLYN NY 11213 N/A PC TO PROVIDE RESOURCES AND ENERGIES THAT ARE DEVOTED TO CARING FOR THE SOCIAL AND RELIGIOUS WELFARE OF JEWISH PEOPLE AROUND THE WORLD. 3000 MENACHEM EDUCATION FOUNDATION 411 KINGSTON AVENUE SUITE 300 BROOKLYN NY 11225 N/A PC TO BE THE BEST CHAMPIONS OF CHABAD STUDENTS. 12500 MEOR BOSTON 2 CITY VIEW RD BROOKLINE MA 02446 N/A PC TO PROVIDE JEWISH EDUCATIONAL AND HOLIDAY PROGRAMMING TO STUDENTS FROM ALL BACKGROUNDS OF JEWISH OBSERVANCE. 50000 METROWEST JEWISH DAY SCHOOL INC 50 PAMELA RD FRAMINGHAM MA 01701 N/A PC TO CELEBRATE INDIVIDUALIZED EDUCATION, PLURALISM, AND DIVERSITY. 25000 MIDDLE EAST INSTITUTE 1763 N ST W WASHINGTON DC 20036 N/A PC TO INCREASE KNOWLEDGE OF THE MIDDLE EAST AMONG CITIZENS OF THE UNITED STATES AND TO PROMOTE A BETTER UNDERSTANDING BETWEEN THE PEOPLE OF THESE TWO AREAS. 25000 NATIONAL MS SCOIETY 733 THIRD AVENUE 3RD FLOOR NEW YORK NY 10017 N/A PC TO ASSIST PEOPLE LIVING WITH MULTIPLE SCLEROSIS, AND TO ADDRESS THE CHALLENGES OF LIVING WITH MS. 491100 NEW ENGLAND BAPTIST HOSPITAL 125 PARKER HILL AVE ROXBURY CROSSING MA 02120 N/A PC TO HELP ADVANCE THE CARE WE PROVIDE AND MAKES AN IMPACT IN OUR COMMUNITIES. 5000 NEW ENGLAND HEBREW ACADEMY 9 PRESCOTT ST BROOKLINE MA 02446 N/A PC TO PROVIDE RELIGIOUS AND SECULAR EDUCATION FOR PRESCHOOL THROUGH HIGH SCHOOL. 40000 PROVIDENCE PROMISE TWO REGENCY PLAZA SUITE 12 PROVIDENCE RI 02903 N/A PC TO PROMOTE HIGH EDUCATION ASPIRATIONS AND MORE EQUITABLE OPPORTUNITIES FOR PROVIDENCE PUBLIC SCHOOL STUDENTS. 10000 ROFEH INTERNATIONAL 50 ETHYL WAY STOUGHTON MA 02072 N/A PC TO REACH OUT TO AS MANY JEWISH FAMILIES AND INDIVIDUALS AS POSSIBLE IN THE SOUTH OF BOSTON AREA TO ENRICH THEIR LIVES WITH THE SPIRIT OF JUDAISM. 50000 SHALOH HOUSE 29 CHESTNUT HILL AVENUE BRIGHTON MA 02135 N/A PC TO EXPAND CHILDREN'S INTELLECTUAL CURIOSITY AND CAPABILITIES AND TO PROVIDE THEM WITH AN ENGAGING, CHALLENGING, AND WELL-ROUNDED ACADEMIC PROGRAM, REPLETE WITH LOVE FOR JEWISH TRADITION, HISTORY, LANGUAGE, AND VALUES. 100000 SOLOMON SCHECHTER DAY SCHOOL 125 WELLS AVE NEWTON MA 02459 N/A PC TO CREATE A JEWISH EDUCATIONAL EXPERIENCE IN WHICH EACH STUDENT WILL BE KNOWN, BELONG, BE ENGAGED, BE INSPIRED AND BE PREPARED. 55000 ST OSCAR ROMEO PARISH 700 WASHINGTON ST CANTON MA 02021 N/A PC TO PROVIDE A COMPASSIONATE, CHRIST-LIKE PRESENCE IN THIS PART OF WASHINGTON COUNTY, PENNSYLVANIA. 5000 STONYBROOK FOUNDATION 230 ADMINISTRATION BUILDING STONY BROOK UNIVERSITY STONY BROOK NY 11794 N/A PC TO ADVANCE THE GOALS AND STRATEGIC PLAN OF STONY BROOK UNIVERSITY BY RAISING AND MANAGING PRIVATE FUNDS ON THE UNIVERSITY'S BEHALF. 10000 TAG BOSTON 200 CHISWICK RD BRIGHTON MA 02135 N/A PC TO PROVIDE THE COMMUNITY WITH THE TOOLS TO ENGAGE IN TECHNOLOGY IN A DELIBERATE, HEALTHY AND RESPONSIBLE MANNER CONSISTENT WITH THEIR UNIQUE JEWISH VALUES. 12000 THE BOSTON HOME 2049 DORCHESTER AVENUE DORCHESTER MA 02124 N/A PC TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF ADULTS WITH ADAVANCED PROGRESSIVE NEUROLOGICAL DISEASES, INCLUDING MULTIPLE SCLEROSIS, THROUGH EXCEPTIONAL CLINICAL CARE, COMPASSION AND INNOVATIVE PROGRAMS. 50000 THE CHABAD HOUSE OF BRANDEIS 54 TURNER ST WALTHAM MA 02453 N/A PC TO ESTABLISH A PLACE WHERE JEWISH STUDENTS OF ALL BACKGROUNDS AND LEVELS OF OBSERVANCE CAN ENJOY EXPLORING THEIR JEWISH HERITAGE. 40000 THE INSTIUTE FOR THE ADVANCEMENT OF EDUCATION IN JAFFA INC 297 SOUTH WASHINGTON AVE 2ND FLOOR BERGENFELD NJ 07621 N/A PC TO PROVIDE EDUCATIONAL, RECREATIONAL AND SOCIAL ENRICHMENT PROGRAMS TO BREAK THE CYCLE OF INTERGENERATIONAL POVERTY FOUND IN THE COMMUNITIES OF JAFFA. 40000 THE LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 10573 N/A PC TO CURE LEUKEMIA, LYMPHOMA, HODGKIN'S DISEASE AND MYELOMA, AND IMPROVE THE QUALITY OF LIFE OF PATIENTS AND THEIR FAMILIES. TO EXIST TO FIND CURES AND ENSURE ACCESS TO TREATMENTS FOR BLOOD CANCER PATIENTS. 1000 THE MESIVTA OF GREATER BOSTON 34 SPARHAWK STREET BRIGHTON MA 02135 N/A PC TO ENSURE 100% OF THEIR STUDENTS ATTEND A 4-YEAR COLLEGE. 300000 THE PRICE CENTER 27 CHRISTINA STREET NEWTON MA 02461 N/A PC TO SUPPORT INDIVIDUALS WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES BY ENCOURAGING PERSONAL GROWTH AND PARTICIPATION IN THE COMMUNITY THROUGH SOCIAL, LIVING AND WORK EXPERIENCES THAT FOSTER INDEPENDENCE AND RESPECT INDIVIDUAL PREFERENCE AND DIVERSITY. 20000 TORAH ACADEMY 11 WILLISTON ROAD BROOKLINE MA 02445 N/A PC TO GIVE CHILDREN THE TOOLS THEY NEED TO TAKE OWNERSHIP OF THEIR LIVES AS JEWS THROUGH A STRONG AND BROAD KNOWLEDGE OF TORAH AND HASHKAFA. 237500 TUFTS COLLEGE 419 BOSTON AVE MEDFORD MA 02155 N/A PC TO EDUCATE NEW LEADERS FOR A CHANGING WORLD. 75000 YAD CHAIM 63 LEAMINGTON ROAD BRIGHTON MA 021354038 N/A PC TO PROVIDE SUPPORT FOR FAMILIES IN NEED OF FOOD FOR THE SABBATH AND HOLIDAYS. 43000 YESHIVA OHR YISRAEL 325 RESERVOIR RD CHESTNUT HILL MA 02467 N/A PC TO PROVIDE A RELIGIOUS AND SECULAR HIGH SCHOOL EDUCATION FOR BOYS. 80000 4893044 0 14 84 14 105970 18 5619612 0 5725666 0 5725666 0 0 0 0 0 0 0 0 0 0 X X 1 RICHARD SLIFKA 800 SOUTH STREET PO BOX 9161 WALTHAM MA 024539161 3918058 X X 2 RICHARD SLIFKA 800 SOUTH STREET PO BOX 9161 WALTHAM MA 024539161 1025500 X 1 PUBLICLY TRADED SECURITIES 3918061 2023-12-27 NONE 0 2438847 2488810 0 0 FAIR MARKET VALUE TO BOOK BASIS ADJUSTMENT ON DONATED SECURITIES 1941525 2022 MA FILING FEE 500 0 0 500 INVESTMENT SERVICE FEES 35154 35154 0 0