LIMESTONE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LIMESTONE FOUNDATION (EIN 47-7017224)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349101249
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2024-11-15T08:16:35-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 PRESIDENTIAL WAY SUITE 510 | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | 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 | 477017224 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIMESTONE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIME | BusinessNameControlTxt |
| Phone | 6174821776 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOULSTON STORRS 400 ATLANTIC A | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN ROTTENBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174821776 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES R DOWNING | PreparerPersonNm |
| PTIN | P01229332 | PTIN |
| Phone | 7819375300 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| 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 | $56,756,623 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,003,541 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,002,067 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,582,600 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,356,917 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,582,600 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $121,357 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $124,007 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,707,498 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,708,674 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,488 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,244 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $14,244 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $622,927 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $280,461 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $342,466 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $56,184 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $46,184 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $302,141 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $246,540 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,009,740 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $587,429 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $356,710 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,270,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,270,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,279,740 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $587,429 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,626,710 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,572,242 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,121,245 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,662 | CashBOYAmt |
| Cash EOY | $17,235 | CashEOYAmt |
| Cash EOYFMV | $17,235 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,158,819 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,274,808 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,245,301 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $9,679 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $7,632,073 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,912,787 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,496,480 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $32,850,536 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,875,012 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,997,607 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $42,653,769 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,079,842 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,756,623 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,735 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $50 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,735 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $42,652,034 | RetainedEarningBOYAmt |
| Retained Earning EOY | $41,079,792 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,652,034 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,079,792 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,653,769 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,079,842 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,652,034 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,572,242 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $41,079,792 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,079,792 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| LONG TERM SALE OF INVESTMENT | P | $3,127,886 | $2,539,571 | $588,315 | $588,315 |
| SHORT TERM SALE OF INVESTMENT | P | $3,167,404 | $3,153,742 | $13,662 | $13,662 |
| SHORT TERM PARTNERSHIP CAPITAL GAIN | P | $9,516 | $9,516 | $9,516 | |
| LONG TERM PARTNERSHIP CAPITAL LOSS | P | $66,475 | -$66,475 | -$66,475 | |
| SECTION 1231 LOSS | P | $1,015 | -$1,015 | -$1,015 | |
| SECTION 1256 LOSS | P | $13,514 | -$13,514 | -$13,514 | |
| GAIN FROM GENERATION IM GLOBAL EQUITY FUND | P | $450,000 | $450,000 | $450,000 | |
| GAIN FROM PALESTRA CAPITAL OFFSHORE FUND LTD | P | $382,076 | $382,076 | $382,076 | |
| GAIN FROM SANKATY CREDIT OPPORTUNITIES IV LP OFFSHORE | P | $13 | $13 | $13 | |
| GAIN FROM TACONIC OPPORTUNITY OFFSHORE FUND LTD | P | $22,212 | $22,212 | $22,212 | |
| GAIN FROM VALINOR CAPITAL PARTNERS OFFSHORE FD | P | $567 | $567 | $567 | |
| GAIN FROM VARADERO INTERNATIONAL LTD | P | $93,602 | $93,602 | $93,602 | |
| GAIN FROM BMO GLOBAL EMERGING MARKETS ESG FUND | P | $923 | $923 | $923 | |
| GAIN FROM 400 CAPITAL CREDIT OPPORTUNITIES FUND LTD | P | $51,076 | $51,076 | $51,076 | |
| CAPITAL GAINS DIVIDENDS | P | $51,642 | $51,642 | $51,642 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,582,600 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,485 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,485 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,485 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $72,691 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $87,691 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $58,206 | OverpaymentAmt |
| Applied To ES Tax | $58,206 | 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 | 0 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GOULSTON STORRS PC | IndividualWithBooksNm |
| Phone | 6174821776 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 ATLANTIC AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021103333 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH DEKNATEL | ||||||||
| 400 ATLANTIC AVE | BOSTON | MA | 021103333 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARIA DEKNATEL | ||||||||
| 400 ATLANTIC AVE | BOSTON | MA | 021103333 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GABRIEL DEKNATEL | ||||||||
| 400 ATLANTIC AVE | BOSTON | MA | 021103333 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ALAN ROTTENBERG | ||||||||
| 400 ATLANTIC AVE | BOSTON | MA | 021103333 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DAVID WOOD | ||||||||
| 400 ATLANTIC AVE | BOSTON | MA | 021103333 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MOTT PHILANTHROPIC | |||||
| 800 BOYLSTON STREET | BOSTON | MA | 021998129 | GRANTS MANAGEMENT | $276,055 |
| CAMBRIDGE ASSOCIATES | |||||
| 100 SUMMER STREET | BOSTON | MA | 02115 | INVESTMENT/CUSTODIAL | $138,048 |
| GOULSTON & STORRS | |||||
| 400 ATLANTIC AVENUE | BOSTON | MA | 021103333 | INVESTMENT/CUSTODIAL/LEGAL | $130,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE - GRANT MAKING ORGANIZATION | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE - GRANT MAKING ORGANIZATION | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $54,869,140 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,209,303 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $56,078,443 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $56,078,443 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $841,177 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,237,266 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,761,863 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,761,863 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,485 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,485 | TotalTaxAmt |
| Distributable Before Adj | $2,732,378 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,732,378 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,732,378 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,626,710 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,626,710 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,732,378 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $437,152 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $437,152 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,626,710 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,732,378 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $894,332 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,331,484 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,331,484 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $437,152 | ExcessFromYear3Amt |
| Excess From Current Year | $894,332 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BALLOT INITIATIVE STRATEGY CENTER FOUNDATION | ||||||||
| 1815 ADAMS MILL ROAD NW NO 300 | WASHINGTON | DC | 20009 | NONE | 509(A)(1) | GENERAL OPERATING SUPPORT | $50,000 | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | 509(A)(1) | GENERAL SUPPORT IN MEMORY OF SIDNEY & MIRIAM STONEMAN | $10,000 | |
| BOSTON SYMPHONY ORCHESTRA | ||||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NONE | 509(A)(1) | GENERAL SUPPORT IN MEMORY OF SIDNEY & MIRIAM STONEMAN | $5,000 | |
| BROOKLINE COMMUNITY FOUNDATION | ||||||||
| 40 WEBSTER PL | BROOKLINE | MA | 02445 | NONE | 509(A)(1) | GENERAL OPERATING SUPPORT | $20,000 | |
| BROOKLINE FOOD PANTRY | ||||||||
| 210 HARVARD ST | BROOKLINE | MA | 02446 | NONE | 509(A)(1) | GENERAL SUPPORT | $5,000 | |
| CENTER ON BUDGET AND POLICY PRIORITIES | ||||||||
| 820 FIRST STREET NE SUITE 510 | WASHINGTON | DC | 20002 | NONE | 501(A)(1) | GENERAL OPERATING SUPPORT | $460,000 | |
| COMMUNITY FOUNDATION OF LOUISVILLE | ||||||||
| 325 W MAIN STREET 1110 | LOUISVILLE | KY | 40202 | NONE | 509(A)(1) | GENERAL OPERATIONS | $17,500 | |
| ENDEAVOR GLOBAL INC | ||||||||
| 900 BROADWAY STE 301 | NEW YORK | NY | 10003 | NONE | 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| FAITH IN ACTION | ||||||||
| 999 NORTH CAPITOL STREET NE SUITE | WASHINGTON | DC | 20002 | NONE | 501(A)(1) | GENERAL OPERATING SUPPORT | $50,000 | 200 |
| GEORGIA BUDGET AND POLICY INSTITUTE INC | ||||||||
| 50 HURT PLZ SE STE 720 | ATLANTA | GA | 30303 | NONE | 509(A)(2) | GENERAL OPERATING SUPPORT | $75,000 | |
| JEWISH ARTS COLLABORATIVE | ||||||||
| 1320 CENTRE STREET SUITE 201 | NEWTON | MA | 02459 | NONE | 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| KENTUCKY CIVIC ENGAGEMENT TABLE INC | ||||||||
| 2508 PORTLAND AVE STE 14 | LOUISVILLE | KY | 40212 | NONE | 501(A)(1) | GENERAL OPERATING SUPPORT | $125,000 | |
| KENTUCKY COALITION INC | ||||||||
| 131 N MILL ST | SASSER | KY | 40741 | NONE | 509(A)(1) | GENERAL OPERATIONS | $150,000 | |
| KENTUCKY PUBLIC RADIO | ||||||||
| 619 SOUTH 4TH STREET | LOUISVILLE | KY | 40202 | NONE | 509(A)(1) | THE CENTER FOR INVESTIGATIVE REPORTING | $7,500 | |
| MONTANA BUDGET AND POLICY CENTER | ||||||||
| 101 N LAST CHANCE GULCH STE 220 | HELENA | MT | 59601 | NONE | 509(A)(2) | GENERAL OPERATING SUPPORT | $125,000 | |
| MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT (KCEP) | ||||||||
| 433 CHESTNUT STREET | BEREA | KY | 40403 | NONE | 509(A)(1) | KENTUCKY CENTER FOR ECONOMIC POLICY | $275,000 | |
| NEW YORK WOMEN'S FOUNDATION | ||||||||
| 39 BROADWAY 23RD FLOOR | NEW YORK | NY | 10006 | NONE | 509(A)(1) | GENERAL OPERATIONS | $10,000 | |
| OKLAHOMA POLICY INSTITUTE | ||||||||
| 907 S DETROIT AVE STE 1005 | TULSA | OK | 74120 | NONE | 509(A)(2) | GENERAL OPERATING SUPPORT | $75,000 | |
| ONE ARIZONA | ||||||||
| 530 E MCDOWELL RD STE 107448 | PHOENIX | AZ | 85004 | NONE | 509(A)(1) | GENERAL OPERATING SUPPORT | $25,000 | |
| PROGRESS MICHIGAN EDUCATIONWE THE PEOPLE | ||||||||
| 614 SEYMOUR AVE | LANSING | MI | 48933 | NONE | 509(A)(1) | GENERAL OPERATING SUPPORT | $50,000 | |
| STATE POWER FUND | ||||||||
| 25 E BOARDMAN ST STE 428 | YOUNGSTOWN | OH | 44503 | NONE | 201(C)(3) | GENERAL OPERATING SUPPORT | $150,000 | |
| THE AMERICAN PROSPECT | ||||||||
| 1225 EYE ST NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | 509(A)(1) | GENERAL OPERATING SUPPORT | $50,000 | |
| THE COMMONWEALTH INSTITUTE FOR FISCAL ANALYSIS | ||||||||
| 1329 E CARY STREET SUITE 202 | RICHMOND | VA | 23219 | NONE | 509(A)(2) | GENERAL OPERATING SUPPORT | $75,000 | |
| WEST VIRGINIA CENTER ON BUDGET AND POLICY INC | ||||||||
| 723 KANAWHA BLVD E STE 300 | CHARLESTON | WV | 25301 | NONE | 509(A)(2) | GENERAL OPERATING SUPPORT | $50,000 | |
| NEW MEXICO VOICES FOR CHILDREN | ||||||||
| 625 SILVER AVE SW SUITE 195 | ALBUQUERQUE | NM | 87102 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $300,000 | |
| INSTITUTO LAB | ||||||||
| 221 E INDIANOLA AVE | PHOENIX | AZ | 85012 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 | |
| NATIVE PEOPLES ACTION COMMUNITY FUND | ||||||||
| PO BOX 210914 | ANCHORAGE | AK | 99521 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $100,000 | |
| NEO PHILANTHROPY INC | ||||||||
| 1001 AVENUE OF THE AMERICAS 12TH | NEW YORK | NY | 10018 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $220,000 | FLOOR |
| THE ALLUVIAL COLLECTIVE | ||||||||
| 2906 N STATE ST STE 204 | JACKSON | MS | 39216 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $150,000 | |
| RURAL ARIZONA ENGAGEMENT | ||||||||
| 381 W CENTRAL AVE | COOLIDGE | AZ | 85128 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $75,000 | |
| NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE | ||||||||
| 4805 MOUNT HOPE DR | BALTIMORE | MD | 21215 | NONE | 501(C)(4) | GENERAL OPERATING SUPPORT | $75,000 | |
| NEW JERSEY POLICY PERSPECTIVE | ||||||||
| 137 W HANOVER ST | TRENTON | NJ | 08618 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $75,000 | |
| ARIZONA COMMUNITY FOUNDATION | ||||||||
| 2201 E CAMELBACK ROAD SUITE 405B | PHOENIX | AZ | 85016 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $15,000 | |
| CODE FOR AMERICA LABS INC | ||||||||
| 972 MISSION ST 5TH FLOOR | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | |
| THE ALASKA CENTER EDUCATION FUND | ||||||||
| 808 E ST STE 100 | ANCHORAGE | AK | 99501 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 | |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||||
| 622 WEST 113TH STREET MAIL CODE | NEW YORK | NY | 10025 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | 4524 |
| UNIVERSITY OF CHICAGO | ||||||||
| 5235 S HARPER COURTH 4TH FLOOR | CHICAGO | IL | 60615 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | |
| BLUE GRASS COMMUNITY FOUNDATION INC | ||||||||
| 499 EAST HIGH STREET SUITE 112 | LEXINGTON | KY | 40507 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 | |
| VOTERIDERS | ||||||||
| 171 PIER AVENUE 313 | SANTA MONICA | CA | 90405 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 | |
| FAIR ELECTIONS CENTER | ||||||||
| 1825 K ST NW STE 701 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $100,000 | |
| WINDWARD FUND | ||||||||
| 1828 L STREET NW SUITE 300-C | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,270,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,003,541 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,582,600 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARTNERSHIP PASSTHROUGH | 523000 | -$2,650 | 14 | $116,188 |
| FEDERAL TAX REFUNDS | 14 | |||
| MISCELLANEOUS RECEIPTS | 14 | $7,819 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$2,650 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,710,148 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,707,498 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES - TAX PREP | CategoryTxt |
| Amt | $28,488 | Amt |
| Net Investment Income | $14,244 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,244 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INFORMATION ABOUT DIRECTORS & OFFICERS | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VIII, LINE 1 | FormAndLineReferenceDesc |
| Medium Explanation | THE DIRECTORS & OFFICERS OF THE FOUNDATION RECEIVE NO COMPENSATION, BENEFITS OR ANY AMOUNTS FOR SERVING AS DIRECTORS. THE HOURS DEVOTED WERE ON A PART-TIME BASIS, AS NEEDED. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DOMESTIC EQUITY | StockNm |
| EOY Book Value | $7,912,787 | EOYBookValueAmt |
| EOYFMV | $12,496,480 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DOMESTIC BONDS | AT COST | $6,516,525 | $6,081,799 |
| GLOBAL EQUITY | AT COST | $6,169,891 | $7,784,405 |
| HEDGE FUNDS | AT COST | $9,096,533 | $17,663,520 |
| PRIVATE INVESTMENTS | AT COST | $10,092,063 | $11,467,883 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DEDUCTIONS AND LOSSES FROM PASSTHROUGHS | $250,416 | $245,792 | $0 | $0 |
| MISC EXPENSES | $51,225 | $248 | $0 | $0 |
| FILING FEES | $500 | $500 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP PASSTHROUGH | $113,538 | $116,188 | $0 |
| MISCELLANEOUS RECEIPTS | $7,819 | $7,819 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| MOTT FUNDS | $50 | $50 |
| CAPITAL CALLS PAYABLE | $1,685 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT | $216,189 | $216,189 | $0 | $0 |
| MOTT PHILANTHROPIC | $276,055 | $0 | $0 | $276,055 |
| GOULSTON & STORRS FEES | $130,683 | $64,272 | $0 | $66,411 |
| TRUSTEE FEES | $0 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $46,184 | $46,184 | $0 | $0 |
| FEDERAL EXCISE TAX | $10,000 | $0 | $0 | $0 |