RICHARD K LUBIN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD K LUBIN FAMILY FOUNDATION (EIN 22-2773808)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349101808
- Schema version
- 2023v5.1
- 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 Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T07:59:45-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043191789 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MP PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MONARCH PLACE | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222773808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD K LUBIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O CASTLE ROCK ADVISORS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 6172270050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CLARENDON STREET 35TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD K LUBIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6176514801 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS THEOBALD | PreparerPersonNm |
| PTIN | P00368792 | PTIN |
| Phone | 4137391800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $281,879,172 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,455,117 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,060,861 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,046,011 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,145,727 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,144,873 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,671,179 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $92,447,652 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,663,519 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $481,889 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $623,977 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $48,814,773 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,478,380 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $686,219 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $686,219 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $32,018 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $32,018 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,897 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,449 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $992,303 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $406,440 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $183,802 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $587,386 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $52,582 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $42,904 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $142,690 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $142,690 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,469 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,469 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $68,131 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $64,050 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,526,613 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $465,721 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,156,152 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,121,486 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,121,486 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,648,099 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $465,721 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,277,638 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $36,166,674 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,012,659 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,170,654 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,595,332 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,595,332 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $155,522,136 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $175,642,479 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $259,261,340 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $28,413 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,022,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,022,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $162,721,203 | TotalAssetsBOYAmt |
| Total Assets EOY | $198,260,311 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $281,879,172 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $356,389 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $432,794 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $356,389 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $432,794 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $162,364,814 | CapitalStockBOYAmt |
| Capital Stock EOY | $197,827,517 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $162,364,814 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $197,827,517 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $162,721,203 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $198,260,311 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $162,364,814 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $36,166,674 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $198,531,488 | SubtotalAmt |
| Other Decreases | $703,971 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $197,827,517 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| FROM K-1 - HIGHVISTA II | P | 2022-01-01 | 2023-07-01 | $16,848 | -$16,848 | -$16,848 | |
| FROM K-1 - CRA FUND II | P | 2023-01-01 | 2023-07-01 | $74,633 | -$74,633 | -$74,633 | |
| FROM K-1 - CRA FUND II | P | 2022-01-01 | 2023-07-01 | $156,879 | -$156,879 | -$156,879 | |
| FROM K-1 - WGI EMERGING MARKETS | P | 2023-01-01 | 2023-07-01 | $7,658 | $7,658 | $7,658 | |
| FROM K-1 - WGI EMERGING MARKETS | P | 2022-01-01 | 2023-07-01 | $20,705 | $20,705 | $20,705 | |
| FROM K-1 - STOCKBRIDGE | P | 2023-01-01 | 2023-07-01 | $30,566 | $30,566 | $30,566 | |
| SANDS CAPITAL EM | P | 2022-01-01 | 2023-07-01 | $70,769 | $70,769 | $70,769 | |
| MORGAN STANLEY #9007 (AVAILABLE UPON REQUEST) | P | 2023-01-01 | 2023-07-01 | $80,812 | -$7,506 | -$7,506 | $73,306 |
| BIL, LTD. | P | 2022-01-01 | 2023-07-01 | $81,214 | $81,214 | $81,214 | |
| GOLDMAN SACHS #3105 (AVAILABLE UPON REQUEST) | P | 2023-01-01 | 2023-07-01 | $134,560 | $0 | $0 | $134,560 |
| FROM K-1 - HIGHVISTA II | P | 2023-01-01 | 2023-07-01 | $3,727 | $236,609 | $236,609 | $240,336 |
| GOLDMAN SACHS #5909 (AVAILABLE UPON REQUEST) | P | 2023-01-01 | 2023-07-01 | $338,953 | -$4,399 | -$4,399 | $334,554 |
| FROM K-1 - STOCKBRIDGE | P | 2022-01-01 | 2023-07-01 | $578,049 | $578,049 | $578,049 | |
| MORGAN STANLEY #9007 (AVAILABLE UPON REQUEST) | P | 2022-01-01 | 2023-07-01 | $613,750 | $55,628 | $55,628 | $669,378 |
| GOLDMAN SACHS #3105 (AVAILABLE UPON REQUEST) | P | 2022-01-01 | 2023-07-01 | $935,986 | -$5,569 | -$5,569 | $930,417 |
| GOLDMAN SACHS #5912 (AVAILABLE UPON REQUEST) | P | 2023-01-01 | 2023-07-01 | $1,893,754 | $187,242 | $187,242 | $2,080,996 |
| GOLDMAN SACHS #0685 (AVAILABLE UPON REQUEST) | P | 2022-01-01 | 2023-07-01 | $4,264,328 | -$157,619 | -$157,619 | $4,106,709 |
| GOLDMAN SACHS #5912 (AVAILABLE UPON REQUEST) | P | 2022-01-01 | 2023-07-01 | $4,133,506 | $1,385,395 | $1,385,395 | $5,518,901 |
| GOLDMAN SACHS #5908 (AVAILABLE UPON REQUEST) | D | 2022-01-01 | 2023-07-01 | $1,253,625 | $21,677,612 | $21,677,612 | $22,931,237 |
| GOLDMAN SACHS #5909 (AVAILABLE UPON REQUEST) | P | 2022-01-01 | 2023-07-01 | $42,882,772 | $11,600,653 | $11,600,653 | $54,483,425 |
| CANYON VALUE REALIZATION FUND, LTD. | P | 2022-01-01 | 2023-07-01 | $41 | $41 | $41 | |
| POPLAR INTERNATIONAL PARTNERS LP | P | 2022-01-01 | 2023-07-01 | $154,831 | $154,831 | $154,831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,663,519 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $597,876 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $597,876 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $597,876 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $448,425 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $333,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $781,425 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $183,549 | OverpaymentAmt |
| Applied To ES Tax | $183,549 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD K LUBIN | IndividualWithBooksNm |
| Phone | 6172270050 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CLARENDON STREET 35TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD K LUBIN | |||||||||
| C/O CASTLE ROCK ADVISORS 200 | CLARENDON STREET 35TH FLOOR | BOSTON | MA | 02116 | CHAIRMAN | 10.00 | $0 | $0 | $0 |
| NANCY K LUBIN | |||||||||
| C/O CASTLE ROCK ADVISORS 200 | CLARENDON STREET 35TH FLOOR | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATE E LUBIN | |||||||||
| C/O CASTLE ROCK ADVISORS 200 | CLARENDON STREET 35TH FLOOR | BOSTON | MA | 02116 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| EMILY L WOODS | |||||||||
| C/O CASTLE ROCK ADVISORS 200 | CLARENDON STREET 35TH FLOOR | BOSTON | MA | 02116 | TRUSTEE | 20.00 | $0 | $0 | $0 |
| GLENDON SUTTON | |||||||||
| C/O CASTLE ROCK ADVISORS 200 | CLARENDON STREET 35TH FLOOR | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GREG WOODS | |||||||||
| C/O CASTLE ROCK ADVISORS 200 | CLARENDON STREET 35TH FLOOR | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| SUSAN COHEN | |||||||||
| 27 WALNUT PLACE | BROOKLINE | MA | 02445 | EXECUTIVE DIRECTOR | 40.00 | $379,500 | $19,800 | $2,131 | |
| MEGHAN MAZUROWSKI | |||||||||
| 32 FLEET STREET | BOSTON | MA | 02113 | OPERATIONS MANAGER | 40.00 | $90,750 | $5,445 | $766 | |
| RACHEL GUERETTE | |||||||||
| 200 COTTAGE STREET | PAWTUCKET | RI | 02860 | MANAGER, GRANTS AND | 40.00 | $67,831 | $3,029 | $1,193 | |
| EMILY WOODS | |||||||||
| C/O CASTLE ROCK ADVISORS 200 | BOSTON | MA | 02116 | DIRECTOR OF EDUCATIO | 20.00 | $65,000 | $1,300 | $0 | CLARENDON STREET |
| ANTONIYA OWENS | |||||||||
| 15 LOVELL ST 2 | SOMERVILLE | MA | 02144 | PROGRAM OFFICER | 40.00 | $64,692 | $1,294 | $278 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS | |||||
| 125 HIGH STREET 20TH FLOOR | BOSTON | MA | 021102704 | INVESTMENT MANAGEMENT | $206,979 |
| HALL CAPITAL | |||||
| 850 THIRD AVENUE 19TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT MANAGEMENT | $116,722 |
| MORGAN STANLEY | |||||
| 28 STATE STREET 26TH FLOOR | BOSTON | MA | 02109 | INVESTMENT MANAGEMENT | $99,636 |
| ISAACSON MILLER INC | |||||
| PO BOX 4106 | WOBURN | MA | 018884106 | EXECUTIVE SEARCH FIRM | $67,642 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $154,608,276 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,699,468 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $115,536,679 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $288,844,423 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $288,844,423 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,332,666 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $284,511,757 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,225,588 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,225,588 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $597,876 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,453 | IncomeTaxAmt |
| Total Tax | $599,329 | TotalTaxAmt |
| Distributable Before Adj | $13,626,259 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,626,259 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,626,259 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,277,638 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,277,638 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,626,259 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,276,024 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,277,638 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,276,024 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,614 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $13,624,645 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD K LUBIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (141 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 480 PLEASANT STREET | WATERTOWN | MA | 02472 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| ALZHEIMER'S DISEASE RESEARCH | |||||||
| 34 WASHINGTON STREET SUITE 200 | WELLESLEY HILLS | MA | 02481 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| BEACON ACADEMY | |||||||
| 477 LONGWOOD AVENUE | BOSTON | MA | 02215 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $20,000 |
| BELMONT GOLF SCHOLARSHIP FUND | |||||||
| 151 TREMONT STREET | BOSTON | MA | 02111 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 110 FRANCIS STREET | BOSTON | MA | 02215 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $250,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 75 FEDERAL STREET 8TH FL | BOSTON | MA | 02210 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $35,000 |
| BOSTON CHILDRENS HOSPITAL | |||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $150,000 |
| BOSTON CHILDRENS MUSEUM | |||||||
| 308 CONGRESS STREET | BOSTON | MA | 02210 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $52,500 |
| BOSTON COMM PEDIATRICS | |||||||
| 527 ALBANY ST 200 | BOSTON | MA | 02118 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| BOSTON EDUCATIONAL DEVELOPMENT | |||||||
| 7 PALMER STREET 2ND FLOOR | ROXBURY | MA | 02119 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $306,000 |
| BOSTON FESTIVAL ORCHESTRA | |||||||
| 95 HARLOW ST APT 2 | ARLINGTON | MA | 02474 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| BOSTON MEDFLIGHT | |||||||
| 150 HANSCOM DRIVE | BEDFORD | MA | 01730 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| BOSTON MEDICAL CENTER | |||||||
| ONE MEDICAL CENTER PLACE | BOSTON | MA | 02118 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $50,000 |
| BOSTON MUSIC PROJECT | |||||||
| PO BOX 180772 | BOSTON | MA | 02118 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| BOSTON PLAN FOR EXCELLENCE | |||||||
| 67 KEMBLE ST SUITE 25 | ROXBURY | MA | 02119 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $25,000 |
| BOSTON PUBLIC LIBRARY FUND | |||||||
| 700 BOYLSTON STREET | BOSON | MA | 02116 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $25,000 |
| BOSTON PUBLIC SCHOOLS | |||||||
| 700 BOYLSTON STREET | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $150,000 |
| BOSTON SYMPHONY ORCHESTRA | |||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $100,000 |
| BOSTON YOUTH SYMPHONY ORCHESTRA | |||||||
| 855 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| BOTTOM LINE | |||||||
| 500 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $15,000 |
| BOWDOIN COLLEGE | |||||||
| 5000 SOUTH STREET | BRUNSWICK | ME | 04011 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $16,500 |
| BOWDOIN INTERNATIONAL MUSIC FESTIVAL | |||||||
| 6300 COLLEGE STATION | BRUNSWICK | ME | 040118463 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| BOYS AND GIRLS CLUBS OF BOSTON | |||||||
| 50 CONGRESS STREET SUITE 730 | BOSTON | MA | 02109 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $50,000 |
| BRAVO VAIL VALLEY MUSIC FESTIVAL | |||||||
| 2271 N FRONTAGE ROAD WEST SUITE C | VAIL | CO | 81657 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| BRIGHAM & WOMEN'S HOSPITAL | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $50,000 |
| BROOKLINE GREEN SPACE ALLIANCE | |||||||
| 370 WASHINGTON STREET | BROOKLINE | MA | 02445 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,500 |
| BROWN UNIVERSITY | |||||||
| PO BOX 1876 | PROVIDENCE | RI | 02912 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $19,000 |
| BUNKER HILL COMMUNITY COLLEGE FOUNDATION | |||||||
| 250 NEW RUTHERFORD AVENUE | BOSTON | MA | 02129 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| CAMP HARBOR VIEW FOUNDATION | |||||||
| 1946 WASHINGTON STREET | BOSTON | MA | 02118 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $40,000 |
| CARROLL SCHOOL | |||||||
| 1841 TRAPELO ROAD | WALTHAM | MA | 02451 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $30,000 |
| CELEBRITY SERIES OF BOSTON | |||||||
| 20 PARK PLAZA 1032 | BOSTON | MA | 02116 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $55,000 |
| CELLOBELLO | |||||||
| 1200 WASHINGTON STREET SUITE 320 | BOSTON | MA | 02118 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $75,000 |
| CENTER FOR EDUCATIONAL INNOVATION | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| CHILDRENS AID | |||||||
| 117 WEST 124TH STREET 3RD FLOOR | NEW YORK | NY | 10027 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $113,195 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,100,000 |
| COMMUNITY FOUNDATION OF NANTUCKET | |||||||
| 117 ORANGE STREET | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| COMMUNITY MUSICWORKS | |||||||
| 1392 WESTMINSTER STREET | PROVIDENCE | RI | 02909 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| DAMON RUNYON CANCER RES FDN | |||||||
| 55 BROADWAY SUITE 302 | NEW YORK | NY | 10006 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $170,000 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,233,101 |
| DAVID ORTIZ CHILDRENS FUND | |||||||
| 214 MAIN STREET SUITE 448 | EL SEGUNDO | CA | 90245 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $20,000 |
| EMERALD NECKLACE CONSERVANCY | |||||||
| 125 FENWAY | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $15,000 |
| ESPLANADE ASSOCIATION | |||||||
| 575 BOYLSTON STREET SUITE 4R | BOSTON | MA | 02116 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| FAMILY AID BOSTON | |||||||
| 3815 WASHINGTON STREET | BOSTON | MA | 02130 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| FAMILY NUTURING CENTER OF MASSACHUSETTS | |||||||
| 200 BOWDOIN STREET | DORCHESTER | MA | 02122 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $15,000 |
| FERRIS STATE UNIVERSITY | |||||||
| 1201 S STATE STREET | BIG RAPIDS | MI | 49307 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,500 |
| FIDELITY CHARITABLE GIFT FUND | |||||||
| 776 BOYLSTON ST PH 1G | BOSTON | MA | 02199 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $260,000 |
| FRIENDS OF THE PUBLIC GARDEN | |||||||
| 69 BEACON STREET | BOSTON | MA | 02108 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $15,000 |
| FROM THE TOP | |||||||
| 295 HUNTINGTON AVENUE SUITE 201 | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $25,000 |
| GEORGETOWN UNIVERSITY LAW CENTER | |||||||
| 600 NEW JERSEY AVENUE NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $11,000 |
| HANDEL & HAYDN SOCIETY | |||||||
| 300 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $130,000 |
| HEBREW SENIOR LIFE | |||||||
| 1200 CENTRE STREET | ROSLINDALE | MA | 02131 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,500 |
| HILL HOUSE INC | |||||||
| 127 MT VERNON STREET | BOSTON | MA | 02108 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,500 |
| HISTORIC NEW ENGLAND | |||||||
| OTIS HOUSE 141 CAMBRIDGE STREET | BOSTON | MA | 02114 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| HORIZONS AT DEDHAM COUNTRY DAY SCHOOL | |||||||
| 90 SANDY VALLEY RD | DEDHAM | MA | 02026 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| HORIZONS FOR HOMELESS CHILDREN | |||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $25,000 |
| HOUSING NANTUCKET | |||||||
| 75 OLD SOUTH ROAD | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| INSTITUTE OF CONTEMPORARY ART | |||||||
| 25 HARBOR SHORE DRIVE | BOSTON | MA | 02210 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $100,000 |
| ISABELLA STEWART GARDNER MUSEUM | |||||||
| 25 EVANS WAY | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $155,000 |
| JDRF GTR NEW ENGLAND CHAPTER | |||||||
| 62 WALNUT STREET SUITE 5 | WELLESLEY | MA | 02481 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| JEWISH FEDERATION OF PALM BEACH | |||||||
| 1 HARVARD CIRC 100 | WEST PALM BEACH | FL | 33409 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| JOHN F KENNEDY LIBRARY FOUNDATION | |||||||
| COLUMBIA POINT | BOSTON | MA | 02125 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| MAKE-A-WISH FOUNDATION | |||||||
| 1 BULFINCH PLACE 201 | BOSTON | MA | 02114 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| MANDEL JCC OF THE PALM BEACH | |||||||
| 5221 HOOD ROAD | PALM BEACH GARDENS | FL | 33418 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,500 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $55,000 |
| MASSACHUSETTS GOLF ASSOCIATION INC | |||||||
| 300 ARNOLD PALMER BLVD | NORTON | MA | 02766 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| MAXCOURAGE | |||||||
| 263 HUNTINGTON AVENUE 366 | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| MULTIPLE MYOLOMA RESEARCH FOUNDATION | |||||||
| 383 MAIN AVE 5 | NORWALK | CT | 06851 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| MUSEUM OF FINE ARTS - BOSTON | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,100,000 |
| MUSEUM OF SCIENCE | |||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $50,000 |
| MUSICONNECTS | |||||||
| 20 BELGRADE AVENUE | ROSLINDALE | MA | 02131 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| NANTUCKET ATHENEUM | |||||||
| 1 INDIA STREET | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| NANTUCKET BOOK FESTIVAL | |||||||
| 35 OLD SOUTH ROAD | NANTUCKET ISLANE | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| NANTUCKET BOYS AND GIRLS CLUB | |||||||
| 61 SPARKS AVENUE | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $50,000 |
| NANTUCKET COMMUNITY MUSIC CENTER | |||||||
| 56 CENTRE STREET | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,500 |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| 118 CLIFF ROAD | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $25,000 |
| NANTUCKET COTTAGE HOSPITAL | |||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $25,000 |
| NANTUCKET DREAMLAND | |||||||
| 17 S WATER STREET | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $25,000 |
| NANTUCKET GOLF CLUB FOUNDATION | |||||||
| 250 MILESTONE ROAD | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| NANTUCKET HISTORICAL ASSOCIATION | |||||||
| 15 BROAD STREET | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| NANTUCKET MARIA MITCHELL ASSOCIATION | |||||||
| 33 WASHINGTON STREET | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| NANTUCKET PARTNERSHIP FOR CHILDREN INC | |||||||
| PO BOX 2021 | NANTUCKET | MA | 02584 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $70,000 |
| NEW ENGLAND AQUARIUM | |||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $50,000 |
| NEW ENGLAND CONSERVATORY | |||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $75,000 |
| NEW ENGLAND PGA FOUNDATION | |||||||
| PO BOX 743 | BOYLSTON | MA | 01505 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| NEW TEACHER CTR | |||||||
| 1205 PACIFIC AVENUE SUITE 301 | SANTA CRUZ | CA | 95060 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $15,000 |
| NEWTON-WELLESLEY HOSPITAL | |||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| NOTICE ABILITY | |||||||
| PO BOX 380617 | CAMBRIDGE | MA | 02238 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,500 |
| NOW & THERE | |||||||
| 186 SOUTH STREET STE 302 | BOSTON | MA | 02111 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $25,000 |
| OPPORTUNITY | |||||||
| 420 BOYLSTON ST 4 | BOSTON | MA | 02116 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $8,500 |
| OUR HOUSE | |||||||
| 5 WHEROWHERO LN | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| OXBRIDGE ACADEMY | |||||||
| 3151 N MILITARY TRL | WEST PALM BEACH | FL | 33409 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $20,000 |
| PALM BEACH COUNTRY CLUB FOUNDATION | |||||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 33480 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,000 |
| PARK SCHOOL CORPORATION | |||||||
| 171 GODDARD AVENUE | BROOKLINE | MA | 02445 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $160,000 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON SUITE 300 | BOSTON | MA | 02199 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| PHILANTHROPY MASSACHUSETTS | |||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $4,690 |
| PINE STREET INN | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 1563 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| RADIUS ENSEMBLE | |||||||
| 45 PINE STREET | CONCORD | MA | 01742 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| REACH OUT AND READ | |||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| RECLAIM CHILDHOOD INC | |||||||
| 45 PROSPECT STREET | CAMBRIDGE | MA | 02139 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| REHEARSAL FOR LIFE | |||||||
| 670 CENTRE STREET | JAMAICA PLAIN | MA | 02130 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| SECOND STEP | |||||||
| PO BOX 600213 | NEWTONVILLE | MA | 02460 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| SEED GLOBAL HEALTH | |||||||
| 20 ASHBURTON PLACE 6TH FLOOR | BOSTON | MA | 02108 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $15,000 |
| SOC OF THE FOUR ARTS | |||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $15,000 |
| SPAULDING REHABILITATION HOSPITAL | |||||||
| 300 1ST AVENUE | CHARLESTOWN | MA | 02129 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| SPORTSMEN'S TENNIS CLUB | |||||||
| 950 BLUE HILL AVENUE | DORCHESTER | MA | 02124 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $50,000 |
| SPRUCE STREET NURSERY SCHOOL | |||||||
| 5 AVERY PLACE | BOSTON | MA | 02111 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,500 |
| SQUASHBUSTERS | |||||||
| 795 COLUMBUS AVENUE | ROXBURY CROSSING | MA | 02120 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $205,000 |
| STEPPING STONE FOUNDATION | |||||||
| 155 FEDERAL STREET 800 | BOSTON | MA | 02110 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| STONE LANTERN FILMS | |||||||
| 28 HILLSIDE AVE | SAFFERN | NY | 10901 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $37,000 |
| SUMMER SEARCH | |||||||
| 3840 WASHINGTON STREET SUITE 2 | JAMAICA PLAIN | MA | 02130 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| TDC | |||||||
| 31 MILK STREET SUITE 310 | BOSTON | MA | 02109 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $52,000 |
| TEACH FOR AMERICA | |||||||
| PO BOX 398305 | SAN FRANCISCO | CA | 94139 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| TEREZIN MUSIC FOUNDATION | |||||||
| PO BOX 230206 | BOSTON | MA | 02123 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| THE BOSTON FOUNDATION | |||||||
| 75 ARLINGTON STREET | BOSTON | MA | 02116 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $50,000 |
| THE FRANCIS OUIMET SCHOLARSHIP | |||||||
| 300 ARNOLD PALMER BLVD | NORTON | MA | 02766 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| THE JOEY FUND | |||||||
| 55 CAMBRIDGE PARKWAY | CAMBRIDGE | MA | 02141 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| THE MASSACHUESTTS INSTITUTE FOR A NEW COMMONWEALTH INC | |||||||
| 11 BEACON STREET | BOSTON | MA | 02108 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| THE TRUSTEES OF RESERVATIONS | |||||||
| 150 MARTINS LANE | HINGHAM | MA | 02043 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| THEATRE WORKSHOP OF NANTUCKET | |||||||
| 62 CENTRE STREET | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER | |||||||
| 21 DRYDOCK AVE | BOSTON | MA | 02210 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 801 SPRUCE STREET | PHILADELPHIA | PA | 19107 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $620,000 |
| TSNE | |||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,500 |
| UNITED WAY | |||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $650,000 |
| UNITED WAY OF PALM BEACH COUNTY | |||||||
| 477 S ROSEMARY AVE UNIT 230 | WEST PALM BEACH | FL | 33401 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $11,500 |
| UPPER VALLEY HAVEN | |||||||
| 713 HARTFORD AVE | HARTFORD | VT | 05001 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| VAIL HEALTH FOUNDATION | |||||||
| 181 W MEADOW DRIVE | VAIL | CO | 81657 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $25,000 |
| VAIL VALLEY FOUNDATION | |||||||
| SUITE 300 90 BENCHMARK ROAD | AVON | CO | 81620 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $11,500 |
| WBUR (PUBLIC RADIO 909FM BOSTON) | |||||||
| 890 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,500 |
| WCAI PUBLIC RADIO | |||||||
| 3 WATER STREET PO BOX 82 | WOODS HOLE | MA | 02543 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| WGBH (PUBLIC RADIO 897FM BOSTON) | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $25,000 |
| WHEATON COLLEGE | |||||||
| 26 E MAIN STREET | NORTON | MA | 02766 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $30,000 |
| WINSOR MUSIC INC | |||||||
| 312 WALTHAM STREET | LEXINGTON | MA | 02421 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| WINSOR SCHOOL | |||||||
| 103 PILGRIM ROAD | BOSTON | MA | 02215 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,070,000 |
| WOMEN'S LUNCH PLACE | |||||||
| 67 NEWPORT STREET | BOSTON | MA | 02116 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| WORLD CHILDREN'S INITIATIVE | |||||||
| PO BOX 7281 | MENLO PARK | CA | 94026 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $20,000 |
| YEAR UP | |||||||
| 45 MILK ST 9TH FLR | BOSTON | MA | 02109 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $100,000 |
| YMCA OF GREATER BOSTON | |||||||
| 316 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $124,000 |
| ZOO NEW ENGLAND | |||||||
| 293 SUMMER AVE | SPRINGFIELD | MA | 01108 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,121,486 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $10,521 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,046,011 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,329 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $854 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,144,873 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $7,660 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,508,646 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (14 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| FROM K-1 - CRA FUND II, LLC - OTHER INCOME (LOSS) | 523000 | -$67,855 | 14 | -$171,751 |
| FROM K-1 - STOCKBRIDGE COINVESTORS | 523000 | $0 | 14 | $0 |
| FROM K-1 - HIGHVISTA II, LP - OTHER INCOME (LOSS) | 523000 | -$2,560 | 14 | -$50,154 |
| FROM K-1 - BRACEBRIDGE (BIL) - OTHER INCOME (LOSS) | 523000 | $0 | 14 | $520,061 |
| GOLDMAN SACHS #50685 | 523000 | $0 | 14 | $0 |
| GOLDMAN SACHS #03105 | 523000 | $0 | 14 | $7,106 |
| FROM K-1 - BERKSHIRE INV III | 523000 | -$71,673 | 14 | -$4,843 |
| GOLDMAN SACHS #65908 | 523000 | $0 | 14 | $1,923 |
| GOLDMAN SACHS #65912 | 523000 | $0 | 14 | $858 |
| FROM K-1 - WGI EMERGING MARKETS FUND, LLC | 523000 | $0 | 14 | -$5,763 |
| SANDS CAPITAL EMERGING MARKETS GROWTH FEEDER FUND (CAYMAN), LIMITED | 523000 | $0 | 14 | $21,312 |
| POPLAR INTERNATIONAL PARTNERS LP | 523000 | $0 | 14 | $45,959 |
| THE CANYON VALUE REALIZATION FUND, LTD. | 523000 | $0 | 14 | $63,400 |
| GOLDENTREE MULTI-SECTOR CUSTOM FUND I (CAYMAN) LP | 523000 | $0 | 14 | $195,869 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$123,053 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $43,323,507 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,329 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,204,783 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | FEDERALLY TAX EXEMPT INTEREST (IRC SECTION 103) | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| RICHARD K LUBIN | |||||||
| 1 | 2 N BREAKERS ROW | PALM BEACH | FL | 33480 | $1,373,083 | Yes (X) | |
| RICHARD K LUBIN | |||||||
| 2 | 2 N BREAKERS ROW | PALM BEACH | FL | 33480 | $1,491,534 | Yes (X) | |
| RICHARD K LUBIN | |||||||
| 3 | 2 N BREAKERS ROW | PALM BEACH | FL | 33480 | $10,500 | Yes (X) | |
| RICHARD K LUBIN | |||||||
| 4 | 2 N BREAKERS ROW | PALM BEACH | FL | 33480 | $2,580,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt |
|---|---|---|
| 1 | 45,504 SHARES OF ISHARES CURRENCY HEDGED MSCI EAFE (HEFA) | $1,373,083 |
| 2 | 18,225 SHARES OF WISDOM TREE EUROPE HEDGED EQUITY FUND | $1,491,534 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $10,500 | Amt |
| Net Investment Income | $5,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FROM K-1 - CRA FUND II, LLC | AT COST | $27,874,100 | $27,535,478 |
| FROM K-1 - HIGHVISTA II, LP | AT COST | $9,630,992 | $9,141,362 |
| GOLDMAN SACHS #65908 | AT COST | $2,464,312 | $70,071,566 |
| GOLDMAN SACHS #65909 | AT COST | $25,307,743 | $27,833,305 |
| STOCKBRIDGE COINVESTORS | AT COST | $7,951,683 | $11,236,524 |
| GOLDMAN SACHS #50685 | AT COST | $27,518,229 | $26,520,999 |
| BRACEBRIDGE | AT COST | $9,293,070 | $9,536,384 |
| MORGAN STANLEY #9007 | AT COST | $4,044,248 | $10,942,307 |
| GOLDMAN SACHS #03105 | AT COST | $13,304,995 | $13,356,484 |
| FROM K-1 - BERKSHIRE | AT COST | $2,618,736 | $3,291,896 |
| GENERATION IM FUND | AT COST | $12,000,000 | $14,024,362 |
| SANDS CAPITAL EMERGING MARKETS GROWTH FEEDER FUND (CAYMAN), LIMITED | AT COST | $5,092,081 | $5,280,483 |
| FROM K-1 - WGI EMERGING MARKETS FUND, LLC | AT COST | $5,082,190 | $5,760,436 |
| POPLAR INTERNATIONAL PARTNERS LP | AT COST | $6,200,790 | $6,466,697 |
| CEVIAN CAPITAL II LTD | AT COST | $5,000,000 | $5,643,153 |
| GOLDENTREE MULTI-SECTOR CUSTOM FUND I (CAYMAN) LP | AT COST | $6,195,869 | $6,402,731 |
| THE CANYON VALUE REALIZATION FUND, LTD. | AT COST | $6,063,441 | $6,217,173 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,897 | LegalFeesAmt |
| Net Investment Income | $1,449 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID RENT | $22,500 | $22,500 | $22,500 |
| DIVIDENDS RECEIVABLE | $362 | $0 | $0 |
| INTEREST RECEIVABLE | $5,551 | $0 | $0 |
| INVESTMENT CAPITAL CONTRIBUTIONS BEFORE YEAR-END | $0 | $5,000,000 | $5,000,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED APPRECIATION ON CONTRIBUTED SECURITIES | $585,661 |
| RECONCILIATION/TIMING ADJUSTMENTS | $118,310 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $51,112 | $0 | $51,112 |
| SUPPLIES | $3,272 | $0 | $3,272 |
| PAYROLL FEES | $2,195 | $0 | $2,195 |
| TELEPHONE | $2,166 | $0 | $2,166 |
| PROFESSIONAL DEVELOPMENT | $745 | $0 | $745 |
| OTHER EXPENSES | $108 | $0 | $108 |
| NONDEDUCTIBLE EXPENSES FROM K-1 - HIGHVISTA II LP | $3,019 | $0 | $0 |
| NONDEDUCTIBLE EXPENSES FROM K-1 - CRA FUND II LLC | $540 | $0 | $0 |
| NONDEDUCTIBLE EXPENSES FROM K-1 - BI III | $522 | $0 | $0 |
| MEMBERSHIPS & SUBSCRIPTIONS | $777 | $0 | $777 |
| MEALS | $3,566 | $0 | $3,566 |
| EQUIPMENT RENTAL AND MAINTENANCE | $109 | $0 | $109 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - CRA FUND II, LLC - OTHER INCOME (LOSS) | -$239,606 | -$171,751 | -$239,606 |
| FROM K-1 - HIGHVISTA II, LP - OTHER INCOME (LOSS) | -$52,714 | -$50,154 | -$52,714 |
| FROM K-1 - BRACEBRIDGE (BIL) - OTHER INCOME (LOSS) | $520,061 | $520,061 | $520,061 |
| GOLDMAN SACHS #03105 | $7,106 | $7,106 | $7,106 |
| FROM K-1 - BERKSHIRE INV III | -$76,516 | -$4,843 | -$76,516 |
| GOLDMAN SACHS #65908 | $1,923 | $1,923 | $1,923 |
| GOLDMAN SACHS #65912 | $858 | $858 | $858 |
| FROM K-1 - WGI EMERGING MARKETS FUND, LLC | -$5,763 | -$5,763 | -$5,763 |
| SANDS CAPITAL EMERGING MARKETS GROWTH FEEDER FUND (CAYMAN), LIMITED | $21,312 | $21,312 | $21,312 |
| POPLAR INTERNATIONAL PARTNERS LP | $45,959 | $45,959 | $45,959 |
| THE CANYON VALUE REALIZATION FUND, LTD. | $63,400 | $63,400 | $63,400 |
| GOLDENTREE MULTI-SECTOR CUSTOM FUND I (CAYMAN) LP | $195,869 | $195,869 | $195,869 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OUTSTANDING CHECKS | $350,900 | $413,500 |
| ACCOUNTS PAYABLE | $5,489 | $19,294 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (17 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GOLDMAN SACHS #65909 | $78,173 | $39,086 | $0 |
| GOLDMAN SACHS #65912 | $48,606 | $26,257 | $0 |
| GOLDMAN SACHS #50685 | $63,807 | $31,904 | $0 |
| GOLDMAN SACHS #01305 | $20,299 | $10,150 | $0 |
| MORGAN STANLEY #9007 | $100,103 | $50,285 | $0 |
| BOOKKEEPING SERVICES | $7,674 | $0 | $7,674 |
| IT SERVICES | $60,749 | $0 | $60,749 |
| OTHER PROFESSIONAL SERVICES | $115,379 | $0 | $115,379 |
| HIGHVISTA - MANAGEMENT FEES | $224,353 | $112,177 | $0 |
| CRA FUND II - MANAGEMENT FEES | $141,226 | $70,613 | $0 |
| BERKSHIRE INVESTORS III - MANAGEMENT FEES | $2,903 | $1,452 | $0 |
| BERKSHIRE INVESTORS (OS) - MANAGEMENT FEES | $10 | $5 | $0 |
| BERKSHIRE INVESTORS (OS) II - MANAGEMENT FEES | $17 | $9 | $0 |
| GOLDMAN SACHS - HALL CAPITAL FEES | $81,705 | $40,853 | $0 |
| WGI EMERGING MARKETS - MANAGEMENT FEES | $536 | $268 | $0 |
| FIDELITY - HALL CAPITAL FEES | $35,017 | $17,508 | $0 |
| STOCKBRIDGE COINVESTORS - MANAGEMENT FEES | $11,746 | $5,873 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (13 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2021 NOTICE PAYMENT | $4,300 | $0 | $0 |
| FEDERAL ESTIMATED TAX PAYMENTS | $380,000 | $0 | $0 |
| FEDERAL PRIOR-YEAR EXTENSION PAYMENT | $101,500 | $0 | $0 |
| FOREIGN TAX - GOLDMAN SACHS #65909 | $15,019 | $15,019 | $0 |
| FOREIGN TAX - GOLDMAN SACHS #65912 | $9,039 | $9,039 | $0 |
| FOREIGN TAX - MORGAN STANLEY #9007 | $3,451 | $3,451 | $0 |
| FOREIGN TAX FROM K-1 - BERKSHIRE INVESTMENTS III | $4 | $4 | $0 |
| FOREIGN TAX FROM K-1 - CRA FUND II, LLC | $4,773 | $4,773 | $0 |
| FOREIGN TAX FROM K-1 - HIGHVISTA II LP | $3,942 | $3,942 | $0 |
| FOREIGN TAX FROM K-1 - STOCKBRIDGE COINVESTORS LLC | $435 | $435 | $0 |
| FOREIGN TAX FROM K-1 - WGI EMERGING MARKETS | $15,919 | $15,919 | $0 |
| MASSACHUSETTS TAXES | $6,100 | $0 | $0 |
| PAYROLL TAXES | $42,904 | $0 | $42,904 |