2024-11-15T08:16:35-06:00 2023-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 150 PRESIDENTIAL WAY SUITE 510 WOBURN MA 01801 990PF 2023-01-01 477017224 LIMESTONE FOUNDATION LIME 6174821776 GOULSTON STORRS 400 ATLANTIC A BOSTON MA 02110 ALAN ROTTENBERG TRUSTEE 6174821776 2024-11-14 1 1 JAMES R DOWNING P01229332 7819375300 2024-11-14 2023 2024-10-15 13:58:12Z X 56756623 X X 1003541 1002067 1582600 7356917 1582600 121357 124007 0 2707498 2708674 0 0 0 0 0 28488 14244 0 14244 622927 280461 0 342466 56184 46184 0 0 302141 246540 0 0 1009740 587429 0 356710 3270000 3270000 4279740 587429 0 3626710 -1572242 2121245 0 2662 17235 17235 2158819 1274808 1245301 9679 7632073 7912787 12496480 32850536 31875012 42997607 42653769 41079842 56756623 1735 50 1735 50 X 0 0 0 0 42652034 41079792 42652034 41079792 42653769 41079842 42652034 -1572242 0 41079792 0 41079792 LONG TERM SALE OF INVESTMENT P 3127886 2539571 588315 588315 SHORT TERM SALE OF INVESTMENT P 3167404 3153742 13662 13662 SHORT TERM PARTNERSHIP CAPITAL GAIN P 9516 9516 9516 LONG TERM PARTNERSHIP CAPITAL LOSS P 66475 -66475 -66475 SECTION 1231 LOSS P 1015 -1015 -1015 SECTION 1256 LOSS P 13514 -13514 -13514 GAIN FROM GENERATION IM GLOBAL EQUITY FUND P 450000 450000 450000 GAIN FROM PALESTRA CAPITAL OFFSHORE FUND LTD P 382076 382076 382076 GAIN FROM SANKATY CREDIT OPPORTUNITIES IV LP OFFSHORE P 13 13 13 GAIN FROM TACONIC OPPORTUNITY OFFSHORE FUND LTD P 22212 22212 22212 GAIN FROM VALINOR CAPITAL PARTNERS OFFSHORE FD P 567 567 567 GAIN FROM VARADERO INTERNATIONAL LTD P 93602 93602 93602 GAIN FROM BMO GLOBAL EMERGING MARKETS ESG FUND P 923 923 923 GAIN FROM 400 CAPITAL CREDIT OPPORTUNITIES FUND LTD P 51076 51076 51076 CAPITAL GAINS DIVIDENDS P 51642 51642 51642 1582600 29485 0 29485 0 29485 72691 0 15000 0 87691 0 58206 58206 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MA 1 0 0 0 0 1 N/A GOULSTON STORRS PC 6174821776 400 ATLANTIC AVENUE BOSTON MA 021103333 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 MOTT PHILANTHROPIC 800 BOYLSTON STREET BOSTON MA 021998129 GRANTS MANAGEMENT 276055 CAMBRIDGE ASSOCIATES 100 SUMMER STREET BOSTON MA 02115 INVESTMENT/CUSTODIAL 138048 GOULSTON & STORRS 400 ATLANTIC AVENUE BOSTON MA 021103333 INVESTMENT/CUSTODIAL/LEGAL 130683 0 NONE - GRANT MAKING ORGANIZATION 0 NONE - GRANT MAKING ORGANIZATION 0 0 54869140 1209303 0 56078443 0 0 56078443 841177 55237266 2761863 2761863 29485 29485 2732378 0 2732378 0 2732378 3626710 0 3626710 2732378 0 0 437152 437152 3626710 0 0 0 2732378 894332 0 0 1331484 0 0 0 0 0 0 0 1331484 437152 894332 X BALLOT INITIATIVE STRATEGY CENTER FOUNDATION 1815 ADAMS MILL ROAD NW NO 300 WASHINGTON DC 20009 NONE 509(A)(1) GENERAL OPERATING SUPPORT 50000 BETH ISRAEL DEACONESS MEDICAL CENTER 330 BROOKLINE AVE BOSTON MA 02215 NONE 509(A)(1) GENERAL SUPPORT IN MEMORY OF SIDNEY & MIRIAM STONEMAN 10000 BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVE BOSTON MA 02115 NONE 509(A)(1) GENERAL SUPPORT IN MEMORY OF SIDNEY & MIRIAM STONEMAN 5000 BROOKLINE COMMUNITY FOUNDATION 40 WEBSTER PL BROOKLINE MA 02445 NONE 509(A)(1) GENERAL OPERATING SUPPORT 20000 BROOKLINE FOOD PANTRY 210 HARVARD ST BROOKLINE MA 02446 NONE 509(A)(1) GENERAL SUPPORT 5000 CENTER ON BUDGET AND POLICY PRIORITIES 820 FIRST STREET NE SUITE 510 WASHINGTON DC 20002 NONE 501(A)(1) GENERAL OPERATING SUPPORT 460000 COMMUNITY FOUNDATION OF LOUISVILLE 325 W MAIN STREET 1110 LOUISVILLE KY 40202 NONE 509(A)(1) GENERAL OPERATIONS 17500 ENDEAVOR GLOBAL INC 900 BROADWAY STE 301 NEW YORK NY 10003 NONE 509(A)(1) GENERAL OPERATING SUPPORT 5000 FAITH IN ACTION 999 NORTH CAPITOL STREET NE SUITE 200 WASHINGTON DC 20002 NONE 501(A)(1) GENERAL OPERATING SUPPORT 50000 GEORGIA BUDGET AND POLICY INSTITUTE INC 50 HURT PLZ SE STE 720 ATLANTA GA 30303 NONE 509(A)(2) GENERAL OPERATING SUPPORT 75000 JEWISH ARTS COLLABORATIVE 1320 CENTRE STREET SUITE 201 NEWTON MA 02459 NONE 509(A)(1) GENERAL OPERATING SUPPORT 5000 KENTUCKY CIVIC ENGAGEMENT TABLE INC 2508 PORTLAND AVE STE 14 LOUISVILLE KY 40212 NONE 501(A)(1) GENERAL OPERATING SUPPORT 125000 KENTUCKY COALITION INC 131 N MILL ST SASSER KY 40741 NONE 509(A)(1) GENERAL OPERATIONS 150000 KENTUCKY PUBLIC RADIO 619 SOUTH 4TH STREET LOUISVILLE KY 40202 NONE 509(A)(1) THE CENTER FOR INVESTIGATIVE REPORTING 7500 MONTANA BUDGET AND POLICY CENTER 101 N LAST CHANCE GULCH STE 220 HELENA MT 59601 NONE 509(A)(2) GENERAL OPERATING SUPPORT 125000 MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT (KCEP) 433 CHESTNUT STREET BEREA KY 40403 NONE 509(A)(1) KENTUCKY CENTER FOR ECONOMIC POLICY 275000 NEW YORK WOMEN'S FOUNDATION 39 BROADWAY 23RD FLOOR NEW YORK NY 10006 NONE 509(A)(1) GENERAL OPERATIONS 10000 OKLAHOMA POLICY INSTITUTE 907 S DETROIT AVE STE 1005 TULSA OK 74120 NONE 509(A)(2) GENERAL OPERATING SUPPORT 75000 ONE ARIZONA 530 E MCDOWELL RD STE 107448 PHOENIX AZ 85004 NONE 509(A)(1) GENERAL OPERATING SUPPORT 25000 PROGRESS MICHIGAN EDUCATIONWE THE PEOPLE 614 SEYMOUR AVE LANSING MI 48933 NONE 509(A)(1) GENERAL OPERATING SUPPORT 50000 STATE POWER FUND 25 E BOARDMAN ST STE 428 YOUNGSTOWN OH 44503 NONE 201(C)(3) GENERAL OPERATING SUPPORT 150000 THE AMERICAN PROSPECT 1225 EYE ST NW SUITE 600 WASHINGTON DC 20005 NONE 509(A)(1) GENERAL OPERATING SUPPORT 50000 THE COMMONWEALTH INSTITUTE FOR FISCAL ANALYSIS 1329 E CARY STREET SUITE 202 RICHMOND VA 23219 NONE 509(A)(2) GENERAL OPERATING SUPPORT 75000 WEST VIRGINIA CENTER ON BUDGET AND POLICY INC 723 KANAWHA BLVD E STE 300 CHARLESTON WV 25301 NONE 509(A)(2) GENERAL OPERATING SUPPORT 50000 NEW MEXICO VOICES FOR CHILDREN 625 SILVER AVE SW SUITE 195 ALBUQUERQUE NM 87102 NONE 501(C)(3) GENERAL OPERATING SUPPORT 300000 INSTITUTO LAB 221 E INDIANOLA AVE PHOENIX AZ 85012 NONE 501(C)(3) GENERAL OPERATING SUPPORT 50000 NATIVE PEOPLES ACTION COMMUNITY FUND PO BOX 210914 ANCHORAGE AK 99521 NONE 501(C)(3) GENERAL OPERATING SUPPORT 100000 NEO PHILANTHROPY INC 1001 AVENUE OF THE AMERICAS 12TH FLOOR NEW YORK NY 10018 NONE 501(C)(3) GENERAL OPERATING SUPPORT 220000 THE ALLUVIAL COLLECTIVE 2906 N STATE ST STE 204 JACKSON MS 39216 NONE 501(C)(3) GENERAL OPERATING SUPPORT 150000 RURAL ARIZONA ENGAGEMENT 381 W CENTRAL AVE COOLIDGE AZ 85128 NONE 501(C)(3) GENERAL OPERATING SUPPORT 75000 NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE 4805 MOUNT HOPE DR BALTIMORE MD 21215 NONE 501(C)(4) GENERAL OPERATING SUPPORT 75000 NEW JERSEY POLICY PERSPECTIVE 137 W HANOVER ST TRENTON NJ 08618 NONE 501(C)(3) GENERAL OPERATING SUPPORT 75000 ARIZONA COMMUNITY FOUNDATION 2201 E CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 NONE 501(C)(3) GENERAL OPERATING SUPPORT 15000 CODE FOR AMERICA LABS INC 972 MISSION ST 5TH FLOOR SAN FRANCISCO CA 94103 NONE 501(C)(3) GENERAL OPERATING SUPPORT 25000 THE ALASKA CENTER EDUCATION FUND 808 E ST STE 100 ANCHORAGE AK 99501 NONE 501(C)(3) GENERAL OPERATING SUPPORT 50000 TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK 622 WEST 113TH STREET MAIL CODE 4524 NEW YORK NY 10025 NONE 501(C)(3) GENERAL OPERATING SUPPORT 10000 UNIVERSITY OF CHICAGO 5235 S HARPER COURTH 4TH FLOOR CHICAGO IL 60615 NONE 501(C)(3) GENERAL OPERATING SUPPORT 5000 BLUE GRASS COMMUNITY FOUNDATION INC 499 EAST HIGH STREET SUITE 112 LEXINGTON KY 40507 NONE 501(C)(3) GENERAL OPERATING SUPPORT 50000 VOTERIDERS 171 PIER AVENUE 313 SANTA MONICA CA 90405 NONE 501(C)(3) GENERAL OPERATING SUPPORT 50000 FAIR ELECTIONS CENTER 1825 K ST NW STE 701 WASHINGTON DC 20006 NONE 501(C)(3) GENERAL OPERATING SUPPORT 100000 WINDWARD FUND 1828 L STREET NW SUITE 300-C WASHINGTON DC 20036 NONE 501(C)(3) GENERAL OPERATING SUPPORT 50000 3270000 0 14 1003541 18 1582600 PARTNERSHIP PASSTHROUGH 523000 -2650 14 116188 FEDERAL TAX REFUNDS 14 MISCELLANEOUS RECEIPTS 14 7819 -2650 2710148 0 2707498 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES - TAX PREP 28488 14244 0 14244 INFORMATION ABOUT DIRECTORS & OFFICERS FORM 990-PF, PART VIII, LINE 1 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. DOMESTIC EQUITY 7912787 12496480 DOMESTIC BONDS AT COST 6516525 6081799 GLOBAL EQUITY AT COST 6169891 7784405 HEDGE FUNDS AT COST 9096533 17663520 PRIVATE INVESTMENTS AT COST 10092063 11467883 DEDUCTIONS AND LOSSES FROM PASSTHROUGHS 250416 245792 0 0 MISC EXPENSES 51225 248 0 0 FILING FEES 500 500 0 0 PARTNERSHIP PASSTHROUGH 113538 116188 0 MISCELLANEOUS RECEIPTS 7819 7819 0 MOTT FUNDS 50 50 CAPITAL CALLS PAYABLE 1685 0 INVESTMENT MANAGEMENT 216189 216189 0 0 MOTT PHILANTHROPIC 276055 0 0 276055 GOULSTON & STORRS FEES 130683 64272 0 66411 TRUSTEE FEES 0 0 0 0 FOREIGN TAXES 46184 46184 0 0 FEDERAL EXCISE TAX 10000 0 0 0