RICHARD AND SUSAN SMITH FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD AND SUSAN SMITH FAMILY FOUNDATION (EIN 23-7090011)
- Tax period
- 2021-05-01 to 2022-04-30
- Filed
- 2023-03-09
- IRS object ID
- 202300689349100715
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-09T12:51:54-06:00 | ReturnTs |
| Tax Period End | 2022-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 BERKELEY STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237090011 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD & SUSAN SMITH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 8574040700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NEWTON EXECUTIVE PARK 104 | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02462 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT A SMITH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8574040700 | PhoneNum |
| Signature | 2023-03-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | SMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANA COHEN | PreparerPersonNm |
| PTIN | P00188391 | PTIN |
| Phone | 6174372000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $472,891,947 | 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 | $41,141,350 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $367,410 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $342,820 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,546,294 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,441,155 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,423,300 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $58,038,350 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,066,650 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,877,412 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,077,007 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $78,355,766 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,927,632 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $903,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $903,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $111,070 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $111,070 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $252,796 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $252,796 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,576 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,576 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $60,951 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,476 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $30,475 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,712,781 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,874,933 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $543,878 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37,333 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $56,295 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $740 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $204,047 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $204,047 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $525 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $525 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $217,755 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $217,755 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,018,619 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,942,742 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,787,039 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,236,825 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,236,825 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,255,444 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,942,742 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,023,864 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $55,100,322 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,984,890 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,412,876 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,836,635 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,836,635 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $367,621 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $332,777 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $329,780 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $27,488,066 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,488,053 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,469,996 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,478,937 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,316,376 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,308,263 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $255,033,617 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $281,140,915 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $432,265,931 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $139,974 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $125,869 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $14,845 | LandBOYAmt |
| Land EOY | $14,105 | LandEOYAmt |
| Land EOYFMV | $14,105 | LandEOYFMVAmt |
| Other Assets BOY | $667,237 | OtherAssetsBOYAmt |
| Other Assets EOY | $667,237 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $667,237 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $287,463,199 | TotalAssetsBOYAmt |
| Total Assets EOY | $316,796,098 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $472,891,947 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $25,000,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $25,000,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $262,463,199 | CapitalStockBOYAmt |
| Capital Stock EOY | $316,796,098 | 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 | $262,463,199 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $316,796,098 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $287,463,199 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $316,796,098 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $262,463,199 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $55,100,322 | ExcessRevenueOverExpensesAmt |
| Other Increases | $31,787 | OtherIncreasesAmt |
| Subtotal | $317,595,308 | SubtotalAmt |
| Other Decreases | $799,210 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $316,796,098 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (102 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| ABRAMS CAPITAL PARTNERS II | P | 2021-12-31 | $1,627 | $1,627 | $1,627 | |
| BARRYS CORNER HOLDINGS LLC | P | 2021-12-31 | $436,545 | $436,545 | $436,545 | |
| BAUPOST VALUE PARTNERS, L.P.-I | P | 2021-12-31 | $208,036 | $106,471 | $106,471 | $101,565 |
| BERKSHIRE FUND IX-A (IND), L.P. | P | 2021-12-31 | $706,324 | $706,324 | $706,324 | |
| BERKSHIRE FUND IX-A IND VP AIV, L.P. | P | 2021-12-31 | $253 | $253 | $253 | |
| BRAZOS EQUITY FUND III, LP | P | 2021-12-31 | -$80 | -$80 | $80 | |
| BRIGHTSTAR CAPITAL PARTNERS QUALTEK LP | P | 2021-12-31 | $72,490 | $72,409 | $72,409 | $81 |
| BRIGHTSTAR CAPITAL PARTNERS TEXAS WATER, L.P. | P | 2021-12-31 | $29,392 | $29,392 | $29,392 | |
| BCP AIV INVESTOR HOLDINGS-5, LP | P | 2021-12-31 | $1,053,909 | $1,053,909 | $1,053,909 | |
| BROOKSIDE CAPITAL PARTNERS FUND, L.P. | P | 2021-12-31 | $63,053 | $63,053 | $63,053 | |
| CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN EUROPE III | P | 2021-12-31 | $66,699 | $66,699 | $66,699 | |
| CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN X | P | 2021-12-31 | $13,520 | $13,520 | $13,520 | |
| CASDIN PRIVATE GROWTH EQUITY FUND, L.P. | P | 2021-12-31 | $22,336 | $22,336 | $22,336 | |
| CB OFFSHORE EQUITY FUND IX, LP | P | 2021-12-31 | -$823 | -$823 | $823 | |
| CB OFFSHORE EQUITY FUND VIII LP | P | 2021-12-31 | $1,048,840 | $1,048,840 | $1,048,840 | |
| CHARLESBANK EQUITY FUND VII, LP | P | 2021-12-31 | $470,077 | $470,077 | $470,077 | |
| CHARLES RIVER INSTITUTIONAL FUND II LP | P | 2021-12-31 | $103,255 | $103,255 | $103,255 | |
| CHARLES RIVER INSTITUTIONAL FUND III, L.P. | P | 2021-12-31 | $767,051 | $767,051 | $767,051 | |
| COLLAB+CONSUMER FUND I, LP | P | 2021-12-31 | -$14,905 | -$14,905 | $14,905 | |
| COLLABORATIVE IV, L.P. | P | 2021-12-31 | -$1,854 | -$1,854 | $1,854 | |
| ELEPHANT PARTNERS I LP | P | 2021-12-31 | $3,028,691 | $3,028,691 | $3,028,691 | |
| ELEPHANT PARTNERS II-B LP | P | 2021-12-31 | $421,523 | $421,523 | $421,523 | |
| ENERGY CAPITAL PARTNERS II-B, LP | P | 2021-12-31 | -$37,315 | -$37,315 | $37,315 | |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP | P | 2021-12-31 | -$16,505 | -$16,505 | $16,505 | |
| HIGHFIELDS CAPITAL IV LP | P | 2021-12-31 | $82,047 | $82,047 | $82,047 | |
| HILLHOUSE FUND IV LP | P | 2021-12-31 | $465,872 | $465,872 | $465,872 | |
| HOLDCO OPPORTUNITIES FUND, LP | P | 2021-12-31 | $15,287 | $15,287 | $15,287 | |
| HOLDCO OPPORTUNITIES FUND II, LP | P | 2021-12-31 | $3,181 | $3,181 | $3,181 | |
| HOLDCO OPPORTUNITIES FUND III, L.P. | P | 2021-12-31 | $1,506,142 | $1,506,142 | $1,506,142 | |
| JMC PLATFORM FUND II-B LP | P | 2021-12-31 | $1,078,086 | $1,078,086 | $1,078,086 | |
| LEERINK REVELATION HEALTHCARE FUND II LP | P | 2021-12-31 | $372,263 | $296,073 | $296,073 | $76,190 |
| LL MORTGAGE FUND LP | P | 2021-12-31 | $157,099 | $157,099 | $157,099 | |
| MARCUS CAPITAL PARTNERS FUND II, LP | P | 2021-12-31 | $778,020 | $778,020 | $778,020 | |
| MAVERON EQUITY PARTNERS VI, L.P. | P | 2021-12-31 | $49,460 | $49,460 | $49,460 | |
| MFN PARTNERS LP | P | 2021-12-31 | $644,240 | $644,240 | $644,240 | |
| MITHRIL LP | P | 2021-12-31 | $15,438 | $15,438 | $15,438 | |
| MITHRIL II LP | P | 2021-12-31 | $287,443 | $287,443 | $287,443 | |
| NALANDA INDIA EQUITY FUND LIMITED | P | 2021-12-31 | $1,124 | $1,124 | $1,124 | |
| NV PARTNERS IV LP | P | 2021-12-31 | -$19,717 | -$19,717 | $19,717 | |
| OAKTREE VALUE EQUITY FUND (DELAWARE), L.P. | P | 2021-12-31 | $1,871,475 | $1,871,475 | $1,871,475 | |
| PAR INVESTMENT PARTNERS, L.P. | P | 2021-12-31 | $2,584,752 | $2,530,487 | $2,530,487 | $54,265 |
| PERMIT CAPITAL MORTGAGE FUND, L.P. - SERIES J | P | 2021-12-31 | -$298,127 | -$298,127 | $298,127 | |
| PERMIT CAPITAL MORTGAGE FUND, L.P. - SERIES K | P | 2021-12-31 | -$544,186 | -$544,186 | $544,186 | |
| QIMING US HEALTHCARE FUND II LP | P | 2021-12-31 | -$9,459 | -$9,459 | $9,459 | |
| QIMING US HEALTHCARE FUND LP | P | 2021-12-31 | $124,958 | $124,958 | $124,958 | |
| QIMING VENTURE PARTNERS FUND V LP | P | 2021-12-31 | -$26,490 | -$26,490 | $26,490 | |
| QIMING VENTURE PARTNERS VI, LP | P | 2021-12-31 | $17,144 | $17,144 | $17,144 | |
| QIMING VENTURE PARTNERS VII LP | P | 2021-12-31 | $215 | $215 | $215 | |
| RA CAPITAL HEALTHCARE FUND, LP | P | 2021-12-31 | $2,919,909 | $2,919,909 | $2,919,909 | |
| REGENT OPPORTUNITY FUND IV, LLC | P | 2021-12-31 | $183,913 | $50,613 | $50,613 | $133,300 |
| RIVA CAPITAL PARTNERS IV LP | P | 2021-12-31 | $92,753 | $65,706 | $65,706 | $27,047 |
| SANKATY CREDIT OPPORTUNITIES IV, L.P. | P | 2021-12-31 | $12,035 | $9,693 | $9,693 | $2,342 |
| SHINE CAPITAL I, LP | P | 2021-12-31 | $8,275 | $8,275 | $8,275 | |
| SILVER LAKE PARTNERS II, LP | P | 2021-12-31 | -$325,479 | -$325,479 | $325,479 | |
| SOSIN QP PARTNERS, LP | P | 2021-12-31 | $521,348 | $521,348 | $521,348 | |
| SUMMIT PARTNERS PRIVATE EQUITY FUND VII-B, L.P. | P | 2021-12-31 | $56,147 | $56,147 | $56,147 | |
| TCG 2.0-B, LP | P | 2021-12-31 | $366,235 | $366,235 | $366,235 | |
| TELEGRAPH HILL PARTNERS II, L.P. | P | 2021-12-31 | -$212,685 | -$212,685 | $212,685 | |
| THE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY TRUST | P | 2021-12-31 | -$1,105,076 | -$1,105,076 | $1,105,076 | |
| THRIVE CAPITAL PARTNERS V, L.P. | P | 2021-12-31 | $969,531 | $969,531 | $969,531 | |
| THRIVE CAPITAL PARTNERS VI GROWTH, LP | P | 2021-12-31 | $5,483 | $5,483 | $5,483 | |
| THRIVE CAPITAL PARTNERS VI, LP | P | 2021-12-31 | $3,948 | $3,948 | $3,948 | |
| TINICUM TAX EXEMPT LP | P | 2021-12-31 | $116,274 | $116,274 | $116,274 | |
| SIXTH STREET OPPORTUNITIES PARTNERS II (B) LP (FKA TPG OPPORTUNITIES PARTNER | P | 2021-12-31 | -$3,807 | -$3,807 | $3,807 | |
| SIXTH STREET OPPORTUNITIES PARTNERS III (B) LP (FKA TPG OPPORTUNITIES PARTNE | P | 2021-12-31 | $51,655 | $51,655 | $51,655 | |
| TOP III DELAWARE AIV I-B, L.P. | P | 2021-12-31 | $165 | $165 | $165 | |
| UNDERSCORE.VC FUND I, L.P. | P | 2021-12-31 | -$102,850 | -$102,850 | $102,850 | |
| UNDERSCORE.VC FUND II, L.P. | P | 2021-12-31 | -$52,192 | -$52,192 | $52,192 | |
| VENROCK ASSOCIATES V, L.P. | P | 2021-12-31 | $3,388,261 | $3,388,261 | $3,388,261 | |
| WESTCAP STRATEGIC OPERATOR US FEEDER FUND, L.P. | P | 2021-12-31 | $1,392,785 | $1,392,785 | $1,392,785 | |
| WELLINGTON TRUST COMPANY | P | 2021-12-31 | -$2,649,060 | -$2,649,060 | $2,649,060 | |
| XFUND 2, L.P. | P | 2021-12-31 | $8,704 | $8,704 | $8,704 | |
| YORKTOWN ENERGY PARTNERS XI, LP | P | 2021-12-31 | $166,026 | $166,026 | $166,026 | |
| YORKTOWN ENERGY PARTNERS XII, L.P. | P | 2021-12-31 | $10,584 | $10,584 | $10,584 | |
| YT XII RENEWABLE AIV LP | P | 2021-12-31 | $11,276 | $11,276 | $11,276 | |
| ADDITION ONE, L.P. | P | 2021-12-31 | $361,356 | $361,356 | $361,356 | |
| BC VIII PRIVATE INVESTORS, LLC | P | 2021-12-31 | -$253 | -$253 | $253 | |
| BC VIII-E PRIVATE INVESTORS, L.P. | P | 2021-12-31 | -$5 | -$5 | $5 | |
| BAIN CAPITAL FUND IX, L.P. | P | 2021-12-31 | $49,083 | $49,083 | $49,083 | |
| BERKSHIRE FUND VII, L.P. | P | 2021-12-31 | $24,579 | $24,579 | $24,579 | |
| BERKSHIRE FUND VIII (IND), L.P. | P | 2021-12-31 | $1,258,835 | $1,258,835 | $1,258,835 | |
| CHARLESBANK EQUITY COINVESTMENT FUND VI, LP | P | 2021-12-31 | $1,450 | -$466 | -$466 | $1,916 |
| DENHAM COMMODITY PARTNERS FUND V LP | P | 2021-12-31 | -$802 | -$802 | $802 | |
| GOF FEEDER A LP | P | 2021-12-31 | $447,365 | $447,365 | $447,365 | |
| NALANDA INDIA FUND LIMITED | P | 2021-12-31 | $47,104 | $47,104 | $47,104 | |
| RESOURCE CAPITAL FUND IV L.P. | P | 2021-12-31 | $295 | $295 | $295 | |
| RIVA CAPITAL PARTNERS III, LP | P | 2021-12-31 | $291,658 | $160,532 | $160,532 | $131,126 |
| TA X, L.P. | P | 2021-12-31 | -$66,508 | -$66,508 | $66,508 | |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII LP | P | 2021-12-31 | $475,964 | $475,964 | $475,964 | |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XIV LP | P | 2021-12-31 | $68,495 | $68,495 | $68,495 | |
| VENROCK ASSOCIATES VI, LP | P | 2021-12-31 | $238,084 | $238,084 | $238,084 | |
| VENROCK ASSOCIATES IV, LP | P | 2021-12-31 | -$22 | -$22 | $22 | |
| WLR RECOVERY FUND IV DSS AIV, L.P. | P | 2021-12-31 | -$16,535 | -$16,535 | $16,535 | |
| GOULSTON & STORRS-77 | P | 2021-12-31 | $20,868,824 | $856,350 | $856,350 | $20,012,474 |
| GOLDMAN SACH | P | 2021-12-31 | $2,080,720 | $1,105 | $1,105 | $2,079,615 |
| RAYMOND JAMES - SALE OF GENOMICS INC SHARES (DISTRIBUTED BY VENROCK VI) | P | 2021-12-31 | $799,210 | $799,210 | $799,210 | |
| CHESTNUT HEDGE FUND LLC | P | 2021-12-31 | $996,875 | $842,659 | $842,659 | $154,216 |
| THE RAPTOR PRIVATE HOLDINGS LTD | P | 2021-12-31 | $4,724 | $4,724 | $4,724 | |
| HILDENE OPPORTUNITIES OFFSHORE FUND LTD | P | 2021-12-31 | $657,972 | $657,972 | $657,972 | |
| RA CAPITAL NEXUS INTL FUND LP | P | 2021-12-31 | $507,860 | $507,860 | $507,860 | |
| RA CAPITAL NEXUS INTL FUND II LP | P | 2021-12-31 | $4,723 | $4,723 | $4,723 | |
| DEBT FINANCED INVESTMENTS_UBTI ADJUSTMENT | P | 2021-12-31 | -$3,692,828 | -$3,692,828 | $3,692,828 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,066,650 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $388,990 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $388,990 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $388,990 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $724,435 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $300,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,024,435 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $635,445 | OverpaymentAmt |
| Applied To ES Tax | $635,445 | 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 | Yes (1) | 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 | DAVID RUBINSTEIN - GRANT ADMINISTRA | IndividualWithBooksNm |
| Phone | 8574040700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NEWTON EXECUTIVE PARK SUITE 104 | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02462 | 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 (19 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 |
|---|---|---|---|---|---|---|---|---|
| AMY S BERYLSON | ||||||||
| ONE NEWTON EXECUTIVE PARK STE 104 | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN G BERYLSON | ||||||||
| ONE NEWTON EXECUTIVE PARK STE 104 | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DEBRA S KNEZ | ||||||||
| ONE NEWTON EXECUTIVE PARK STE 104 | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT A SMITH | ||||||||
| ONE NEWTON EXECUTIVE PARK STE 104 | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DANA W SMITH | ||||||||
| ONE NEWTON EXECUTIVE PARK STE 104 | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER BLOCK | ||||||||
| ONE NEWTON EXECUTIVE PARK STE 104 | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JONATHAN BLOCK | ||||||||
| ONE NEWTON EXECUTIVE PARK STE 104 | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JESSICA KNEZ | ||||||||
| ONE NEWTON EXECUTIVE PARK STE 104 | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANDREW KNEZ | ||||||||
| ONE NEWTON EXECUTIVE PARK STE 104 | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LYNNE DOBLIN | ||||||||
| ONE NEWTON EXECUTIVE PARK STE 104 | NEWTON | MA | 02462 | EXECUTIVE DIRECTOR | 40.00 | $365,000 | $61,211 | $0 |
| MARJORIE RINGROSE | ||||||||
| ONE NEWTON EXECUTIVE PARK STE 104 | NEWTON | MA | 02462 | SENIOR PROGRAM OFFICER | 40.00 | $200,000 | $50,412 | $0 |
| SHANNA SHULMAN | ||||||||
| ONE NEWTON EXECUTIVE PARK STE 104 | NEWTON | MA | 02462 | SENIOR PROGRAM OFFICER | 40.00 | $210,500 | $54,226 | $0 |
| AMY HAMPE | ||||||||
| ONE NEWTON EXECUTIVE PARK STE 104 | NEWTON | MA | 02462 | PROGRAM OFFICER | 40.00 | $128,000 | $43,378 | $0 |
| JAMES BERYLSON | ||||||||
| ONE NEWTON EXECUTIVE PARK STE 104 | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH BERYLSON KATZ | ||||||||
| ONE NEWTON EXECUTIVE PARK STE 104 | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT KATZ | ||||||||
| ONE NEWTON EXECUTIVE PARK STE 104 | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MADELEINE SMITH | ||||||||
| ONE NEWTON EXECUTIVE PARK STE 104 | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RYAN SMITH | ||||||||
| ONE NEWTON EXECUTIVE PARK STE 104 | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KRISTA KNEZ | ||||||||
| ONE NEWTON EXECUTIVE PARK STE 104 | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID RUBINSTEIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NEWTON EXECUTIVE PARK STE 104 | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICE AND GRANTS AD | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $93,500 | CompensationAmt |
| Employee Benefits | $42,783 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|
| GOULSTON & STORRS | |||||
| 400 ATLANTIC AVENUE | BOSTON | MA | 02116 | INVESTMENT AND LEGAL ADVISOR | $450,857 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| 100 SUMMER STREET | BOSTON | MA | 02110 | INVESTMENT ADVISOR | $406,031 |
| DELOITTE TAX LLP | |||||
| 200 BERKELEY STREET | BOSTON | MA | 02116 | ACCOUNTING | $60,951 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $451,488,954 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,744,386 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $460,233,340 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $460,233,340 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,903,500 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $453,329,840 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,666,492 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,666,492 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $388,990 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $388,990 | TotalTaxAmt |
| Distributable Before Adj | $22,277,502 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,277,502 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,277,502 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,023,864 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,023,864 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,277,502 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $940,415 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,764,775 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $602,334 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $457,625 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,765,149 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,023,864 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,023,864 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,765,149 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,765,149 | 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 | $1,488,489 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT A SMITH TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NEWTON EXECUTIVE PARK 104 | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8574040700 | RecipientPhoneNum |
| Form And Info And Materials | LETTER DESCRIBING REQUEST, INCLUDING AMOUNT AND USAGE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (162 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABOUT FRESH | ||||||||
| 69 SHIRLEY STREET | BOSTON | MA | 02119 | NONE | PUBLIC CHARITY | HEALTH | $50,000 | |
| BELLWETHER EDUCATION PARTNERS FOR UMASS BOSTON | ||||||||
| 517 BOSTON POST ROAD UNIT 171 | SUDBURY | MA | 01776 | NONE | PUBLIC CHARITY | EDUCATION | $150,000 | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | HEALTH | $25,000 | |
| BOSTON CHILDREN'S CHORUS | ||||||||
| 20 OLD COLONEY AVENUE | BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | YOUTH DEVELOPMENT | $32,000 | |
| BOSTON CHILDREN'S HOSPITAL | ||||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | HEALTH | $25,000 | |
| BOSTON CHILDREN'S HOSPITAL | ||||||||
| 402 PARK DRIVE SUITE 602 | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $150,000 | |
| BOSTON CHILDREN'S HOSPITAL | ||||||||
| 403 PARK DRIVE SUITE 602 | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $100,000 | |
| BOSTON CHILDREN'S HOSPITAL | ||||||||
| 404 PARK DRIVE SUITE 602 | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $100,000 | |
| BOSTON COLLEGE | ||||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $150,000 | |
| BOSTON FOUNDATION (CIVIC LEADERSHIP FUND) | ||||||||
| 75 ARLINGTON ST 1000 | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | OTHER | $10,000 | |
| BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM | ||||||||
| 780 ALBANY ST | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | HUMAN SERVICES | $162,054 | |
| BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM | ||||||||
| 780 ALBANY ST | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | HUMAN SERVICES | $62,500 | |
| BOSTON MEDICAL CENTER | ||||||||
| ONE BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | HEALTH | $25,000 | |
| BOSTON MEDICAL CENTER | ||||||||
| ONE BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | HEALTH | $800,000 | |
| BOSTON SYMPHONY ORCHESTRA | ||||||||
| SYMPHONY HALL | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | CULTURAL VITALITY | $25,000 | |
| BOSTON UNIVERSITY | ||||||||
| 881 COMMONWEALTH AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $100,000 | |
| BOSTON UNIVERSITY | ||||||||
| 881 COMMONWEALTH AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $100,000 | |
| BOYS & GIRLS CLUB OF FALL RIVER | ||||||||
| 803 BEDFORD STREET | FALL RIVER | MA | 02723 | NONE | PUBLIC CHARITY | YOUTH DEVELOPMENT | $49,548 | |
| BRANDEIS UNIVERSITY | ||||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $100,000 | |
| BREAKTIME | ||||||||
| 170 PORTLAND STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | ECONOMIC MOBILITY | $32,715 | |
| BRIDGE OVER TROUBLED WATERS | ||||||||
| 47 WEST STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | HUMAN SERVICES | $525,446 | |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||
| 116 HUNTINGTON AVENUE THIRD FL | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | HEALTH | $500,000 | |
| BROCKTON NEIGHBORHOOD HEALTH CENTER | ||||||||
| 63 MAIN STREET | BROCKTON | MA | 02301 | NONE | PUBLIC CHARITY | HEALTH | $502,500 | |
| BROOKE CHARTER SCHOOLS | ||||||||
| 190 CUMMINS HIGHWAY | ROSLINDALE | MA | 02131 | NONE | PUBLIC CHARITY | MID-SIZED/OTHER CAPITAL | $250,000 | |
| BROWN UNIVERSITY | ||||||||
| BROWN UNIVERSITY | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $100,000 | |
| BUDGET BUDDIES | ||||||||
| 6 LIBERTY SQUARE 2697 | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | ECONOMIC MOBILITY | $10,000 | |
| BUNKER HILL COMMUNITY COLLEGE | ||||||||
| 250 RUTHERFORD AVE | BOSTON | MA | 02129 | NONE | PUBLIC CHARITY | EDUCATION | $8,075 | |
| CAPE COD HEALTHCARE (FALMOUTH HOSPITAL) | ||||||||
| PO BOX 370 | HYANNIS | MA | 02601 | NONE | PUBLIC CHARITY | HEALTH | $15,000 | |
| CASA ESPERANZA | ||||||||
| 302 EUSTIS STREET | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | HUMAN SERVICES | $31,995 | |
| COALITION FOR A BETTER ACRE | ||||||||
| 517 MOODY STREET | LOWELL | MA | 01854 | NONE | PUBLIC CHARITY | ECONOMIC MOBILITY | $38,065 | |
| CODMAN SQUARE HEALTH CENTER | ||||||||
| 637 WASHINGTON STREET | DORCHESTER | MA | 02124 | NONE | PUBLIC CHARITY | HEALTH | $7,500 | |
| COMBINED JEWISH PHILANTHROPIES | ||||||||
| 126 HIGH ST | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | JEWISH CAUSES | $1,500,000 | |
| COMBINED JEWISH PHILANTHROPIES | ||||||||
| 126 HIGH ST | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | JEWISH CAUSES | $100,000 | |
| COMBINED JEWISH PHILANTHROPIES | ||||||||
| 126 HIGH ST | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | JEWISH CAUSES | $100,000 | |
| COMMONWEALTH KITCHEN | ||||||||
| 196 QUINCY STREET | DORCHESTER | MA | 02121 | NONE | PUBLIC CHARITY | ECONOMIC MOBILITY | $50,000 | |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 10 BROOKLINE PLACE 6TH FLOOR | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $150,000 | |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 10 BROOKLINE PLACE 6TH FLOOR | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $100,000 | |
| DOTHOUSE HEALTH | ||||||||
| 1353 DORCHESTER AVENUE | DORCHESTER | MA | 02169 | NONE | PUBLIC CHARITY | HEALTH | $397,500 | |
| JUDITH EVANS | ||||||||
| 45 STONEY HILL ROAD | SHREWSBURY | MA | 01545 | NONE | PUBLIC CHARITY | EDUCATION | $3,500 | |
| LYONS CONSULTING LLC | ||||||||
| 16 EMMONS WAY | METHUEN | MA | 01844 | NONE | PUBLIC CHARITY | EDUCATION | $32,317 | |
| ENTREPRENEURSHIP FOR ALL | ||||||||
| 175 CABOT STREET | LOWELL | MA | 01854 | NONE | PUBLIC CHARITY | ECONOMIC MOBILITY | $26,000 | |
| EXPRESS YOURSELF | ||||||||
| 100 CUMMINGS CENTER SUITE 165E | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | YOUTH DEVELOPMENT | $16,000 | |
| FAMILY NURTURING CENTER OF MASSACHUSETTS | ||||||||
| 200 BOWDOIN STREET | DORCHESTER | MA | 02122 | NONE | PUBLIC CHARITY | HUMAN SERVICES | $14,190 | |
| FENWAY HIGH SCHOOL | ||||||||
| 67 ALLEGHANY STREET | BOSTON | MA | 02120 | NONE | PUBLIC CHARITY | EDUCATION | $100,000 | |
| FRAMINGHAM STATE UNIVERSITY | ||||||||
| 100 STATE ST | FRAMINGHAM | MA | 01701 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 | |
| GREATER NEW BEDFORD COMMUNITY HEALTH CENTER | ||||||||
| 874 PURCHASE STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | HEALTH | $420,000 | |
| HAVERHILL PUBLIC SCHOOLS | ||||||||
| 4 SUMMER STREET 104 | HAVERHILL | MA | 01830 | NONE | PUBLIC CHARITY | EDUCATION | $250,000 | |
| HEALTH CARE FOR ALL | ||||||||
| ONE FEDERAL STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | HEALTH | $52,500 | |
| HEALTH RESOURCES IN ACTION | ||||||||
| 2 BOYLSTON STREET 4TH FLOOR | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $457,682 | |
| IMMIGRANT FAMILY SERVICES INSTITUTE | ||||||||
| 1626 BLUE HILL AVENUE | MATTAPAN | MA | 02126 | NONE | PUBLIC CHARITY | HUMAN SERVICES | $50,000 | |
| JEFF'S PLACE CHILDREN'S BEREAVEMENT CENTER | ||||||||
| 281 PLEASANT STREET | FRAMINGHAM | MA | 01701 | NONE | PUBLIC CHARITY | YOUTH DEVELOPMENT | $26,807 | |
| JFF | ||||||||
| 88 BROAD STREET 8TH FLOOR | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | EDUCATION | $150,000 | |
| JOSLIN DIABETES CENTER | ||||||||
| ONE JOSLIN PLACE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | HEALTH | $25,000 | |
| JOSLIN DIABETES CENTER | ||||||||
| ONE JOSLIN PLACE | BOSTON | MA | 02216 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $100,000 | |
| LOWELL COMMUNITY HEALTH CENTER | ||||||||
| 161 JACKSON STREET | LOWELL | MA | 01852 | NONE | PUBLIC CHARITY | HEALTH | $15,000 | |
| LOWELL PUBLIC SCHOOLS | ||||||||
| 155 MERRIMACK STREET 4TH FLOOR | LOWELL | MA | 01852 | NONE | PUBLIC CHARITY | EDUCATION | $100,000 | |
| LOWELL TRANSITIONAL LIVING CENTER | ||||||||
| 205-209 MIDDLESEX STREET | LOWELL | MA | 01852 | NONE | PUBLIC CHARITY | HUMAN SERVICES | $50,000 | |
| MASSACHUSETTS ALLIANCE FOR EARLY COLLEGE (PAID THROUGH THE BOSTON FOUNDATIO | ||||||||
| C/O THE BOSTON FOUNDATION PO BOX | BOSTON | MA | 02284 | NONE | PUBLIC CHARITY | EDUCATION | $100,000 | 843027 |
| MASSACHUSETTS BUSINESS ALLIANCE FOR EDUCATION | ||||||||
| 10 POST OFFICE SQUARE SUITE 800 | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | EDUCATION | $100,000 | SOUTH |
| MASSACHUSETTS DEPARTMENT OF ELEMENTARY & SECONDARY EDUCATION | ||||||||
| 75 PLEASANT STREET | MALDEN | MA | 02148 | NONE | PUBLIC CHARITY | EDUCATION | $100,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $150,000 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $150,000 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $100,000 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY (TYLER JACKS) | ||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $150,000 | |
| MASSINC | ||||||||
| 11 BEACON STREET SUITE 500 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | EDUCATION | $200,000 | |
| MERRIMACK VALLEY FOOD BANK | ||||||||
| 735 BROADWAY STREET | LOWELL | MA | 01854 | NONE | PUBLIC CHARITY | HUMAN SERVICES | $50,000 | |
| MIDDLESEX COMMUNITY COLLEGE | ||||||||
| 591 SPRINGS RD | BEDFORD | MA | 01730 | NONE | PUBLIC CHARITY | EDUCATION | $90,350 | |
| MIDDLESEX COMMUNITY COLLEGE | ||||||||
| 591 SPRINGS RD | BEDFORD | MA | 01730 | NONE | PUBLIC CHARITY | EDUCATION | $27,000 | |
| MUSEUM OF FINE ARTS | ||||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | CULTURAL VITALITY | $15,000 | |
| MUSEUM OF SCIENCE | ||||||||
| ONE SCIENCE PARK | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | CULTURAL VITALITY | $10,000 | |
| MY LIFE MY CHOICE | ||||||||
| 989 COMMONWEALTH AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | MID-SIZED/OTHER CAPITAL | $400,000 | |
| NEWTON WELLESLEY HOSPITAL FOUNDATION | ||||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | NONE | PUBLIC CHARITY | HEALTH | $25,000 | |
| NORTHERN ESSEX COMMUNITY COLLEGE FOUNDATION | ||||||||
| 100 ELLIOTT ST | HAVERHILL | MA | 01830 | NONE | PUBLIC CHARITY | EDUCATION | $29,500 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 1563 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $150,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 1563 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $150,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 1563 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $100,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 1563 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $100,000 | |
| PROJECT CITIZENSHIP | ||||||||
| 11 BEACON STREET SUITE 720 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | HUMAN SERVICES | $23,719 | |
| PROJECT LEARN (FOR LOWELL PUBLIC SCHOOLS) | ||||||||
| 8 KIRK STREET | LOWELL | MA | 01852 | NONE | PUBLIC CHARITY | EDUCATION | $100,000 | |
| REVOLUTIONARY SPACES (OLD SOUTH MEETING HOUSE) | ||||||||
| 206 WASHINGTON STREET | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | CULTURAL VITALITY | $50,000 | |
| SALEM PUBLIC SCHOOLS | ||||||||
| 29 HIGHLAND AVE | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | EDUCATION | $200,000 | |
| SOUTH BOSTON COMMUNITY HEALTH CENTER | ||||||||
| 409 WEST BROADWAY | SOUTH BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | HEALTH | $330,000 | |
| SOUTHEASTERN REGIONAL VOCATIONAL TECHNICAL SCHOOL | ||||||||
| 250 FOUNDRY ST | SOUTH EASTON | MA | 02375 | NONE | PUBLIC CHARITY | EDUCATION | $105,000 | |
| SPORTSMEN'S TENNIS & ENRICHMENT CENTER | ||||||||
| 950 BLUE HILL AVENUE | DORCHESTER | MA | 02124 | NONE | PUBLIC CHARITY | YOUTH DEVELOPMENT | $50,000 | |
| ST FRANCIS HOUSE | ||||||||
| 39 BOYLSTON ST | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | HUMAN SERVICES | $250,000 | |
| TEMPLE ISRAEL | ||||||||
| 477 LONGWOOD AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | JEWISH CAUSES | $25,000 | |
| TEMPLE ISRAEL | ||||||||
| 477 LONGWOOD AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | JEWISH CAUSES | $50,000 | |
| THE DIMOCK CENTER | ||||||||
| 55 DIMOCK STREET | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | HEALTH | $7,500 | |
| UNITED WAY OF MASSACHUSETTS BAY | ||||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | NONE | PUBLIC CHARITY | HUMAN SERVICES | $25,000 | |
| UNIVERSITY OF MASSACHUSETTS | ||||||||
| UNIVERSITY OF MASSACHUSETTS | AMHERST | MA | 01003 | NONE | PUBLIC CHARITY | EDUCATION | $75,000 | |
| UNIVERSITY OF MASSACHUSETTS | ||||||||
| UNIVERSITY OF MASSACHUSETTS | AMHERST | MA | 01003 | NONE | PUBLIC CHARITY | EDUCATION | $328,812 | |
| UNIVERSITY OF MASSACHUSETTS | ||||||||
| UNIVERSITY OF MASSACHUSETTS | AMHERST | MA | 01003 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $100,000 | |
| UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL | ||||||||
| 55 LAKE AVENUE NORTH | WORCESTER | MA | 01655 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $100,000 | |
| UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL | ||||||||
| 55 LAKE AVENUE NORTH | WORCESTER | MA | 01655 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $100,000 | |
| WEST END HOUSE BOYS & GIRLS CLUB | ||||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | NONE | PUBLIC CHARITY | YOUTH DEVELOPMENT | $45,000 | |
| WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH | ||||||||
| 455 MAIN STREET | CAMBRIDGE | MA | 02142 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $150,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 1873 | NEW HAVEN | CT | 06508 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $150,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 1873 | NEW HAVEN | CT | 06508 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $150,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 1873 | NEW HAVEN | CT | 06508 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $150,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 1873 | NEW HAVEN | CT | 06508 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $100,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 1873 | NEW HAVEN | CT | 06508 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $100,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 1873 | NEW HAVEN | CT | 06508 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $100,000 | |
| YOUNG MAN WITH A PLAN | ||||||||
| 885 RIVER STREET | HYDE PARK | MA | 02136 | NONE | PUBLIC CHARITY | YOUTH DEVELOPMENT | $12,650 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 1563 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | EDUCATION | $125,000 | |
| APPLE ORCHARD SCHOOL | ||||||||
| 282 NEWTON ST | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | HEALTH | $12,500 | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | HEALTH | $100,000 | |
| BOSTON CHILDREN'S CHORUS | ||||||||
| 20 OLD COLONY AVE 2 | BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | YOUTH DEVELOPMENT | $2,500 | |
| BOSTON CHILDREN'S HOSPITAL TRUST | ||||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | HEALTH | $125,000 | |
| BOYS AND GIRLS CLUBS OF BOSTON INC | ||||||||
| 200 HIGH ST 3RD FLOOR | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | YOUTH DEVELOPMENT | $25,000 | |
| BROWN UNIVERSITY FOOTBALL ASSOCIATION | ||||||||
| 235 HOPE ST BOX 1932 | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | EDUCATION | $12,500 | |
| CATIE'S CLOSET | ||||||||
| 19 SCHOOL STREET | DRACUT | MA | 01826 | NONE | PUBLIC CHARITY | HUMAN SERVICES | $5,000 | |
| CHILDREN'S HOSPITAL BOSTON | ||||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | HEALTH | $50,000 | |
| COMBINED JEWISH PHILANTHROPIES | ||||||||
| 126 HIGH ST | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | JEWISH CAUSES | $10,000 | |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 10 BROOKLINE PLACE 6TH FLOOR | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $5,000 | |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 10 BROOKLINE PLACE 6TH FLOOR | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $7,500 | |
| FAMILIES FIRST PARENTING PROGRAMS | ||||||||
| 50 HUNT STREET SUITE 320 | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | HUMAN SERVICES | $15,000 | |
| FATHERS UPLIFT INC | ||||||||
| 12 SOUTHERN AVE | DORCHESTER | MA | 02124 | NONE | PUBLIC CHARITY | HUMAN SERVICES | $15,000 | |
| FOUND IN TRANSLATION | ||||||||
| 1532B DORCHESTER AVE | DORCHESTER | MA | 02122 | NONE | PUBLIC CHARITY | HUMAN SERVICES | $15,000 | |
| HARVARD BUSINESS SCHOOL | ||||||||
| HARVARD BUSINESS SCHOOL | BOSTON | MA | 02163 | NONE | PUBLIC CHARITY | EDUCATION | $50,000 | |
| HARVARD COLLEGE | ||||||||
| HARVARD UNIVERSITY MASSACHUSETTS | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | EDUCATION | $120,000 | HALL |
| HARVARD UNIVERSITY | ||||||||
| HARVARD UNIVERSITY MASSACHUSETTS | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 | HALL |
| HYDE SQUARE TASK FORCE | ||||||||
| 30 SUNNYSIDE ST | BOSTON | MA | 02130 | NONE | PUBLIC CHARITY | HUMAN SERVICES | $10,000 | |
| INSTITUTE OF CONTEMPORARY ART | ||||||||
| 25 HARBOR SHORE DRIVE | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | CULTURAL VITALITY | $10,000 | |
| MEADOWBROOK SCHOOL OF WESTON INCORPORATED | ||||||||
| 10 FARM RD | WESTON | MA | 02493 | NONE | PUBLIC CHARITY | EDUCATION | $7,500 | |
| MILTON ACADEMY | ||||||||
| 170 CENTRE ST | MILTON | MA | 02186 | NONE | PUBLIC CHARITY | EDUCATION | $267,500 | |
| MILTON ACADEMY | ||||||||
| 170 CENTRE ST | MILTON | MA | 02186 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 | |
| MILTON ACADEMY | ||||||||
| 170 CENTRE ST | MILTON | MA | 02186 | NONE | PUBLIC CHARITY | EDUCATION | $5,500 | |
| PAN-MASSACHUSETTS CHALLENGE | ||||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $250,000 | |
| PAN-MASSACHUSETTS CHALLENGE | ||||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $10,000 | |
| PAN-MASSACHUSETTS CHALLENGE | ||||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $50,000 | |
| PARK SCHOOL | ||||||||
| 171 GODDARD AVE | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | EDUCATION | $12,500 | |
| PARK SCHOOL | ||||||||
| 171 GODDARD AVE | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | EDUCATION | $12,500 | |
| SQUASH AND EDUCATION ALLIANCE | ||||||||
| 55 BROAD ST 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | YOUTH DEVELOPMENT | $12,500 | |
| SQUASH AND EDUCATION ALLIANCE | ||||||||
| 55 BROAD ST 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | YOUTH DEVELOPMENT | $17,000 | |
| SQUASHBUSTERS | ||||||||
| 795 COLUMBUS AVE | BOSTON | MA | 02120 | NONE | PUBLIC CHARITY | YOUTH DEVELOPMENT | $2,500 | |
| ST FRANCIS HOUSE | ||||||||
| 39 BOYLSTON ST | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | HUMAN SERVICES | $22,500 | |
| STEPPINGSTONE FOUNDATION | ||||||||
| 1 APPLETON ST | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | EDUCATION | $12,500 | |
| TEMPLE ISRAEL | ||||||||
| 477 LONGWOOD AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | JEWISH CAUSES | $5,000 | |
| TEMPLE ISRAEL | ||||||||
| 477 LONGWOOD AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | JEWISH CAUSES | $17,400 | |
| THE BOSTON FOUNDATION | ||||||||
| 75 ARLINGTON ST 1000 | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | HUMAN SERVICES | $10,000 | |
| TUFTS UNIVERSITY | ||||||||
| 419 BOSTON AVE | MEDFORD | MA | 02155 | NONE | PUBLIC CHARITY | EDUCATION | $75,000 | |
| TUFTS UNIVERSITY ANNUAL FUND | ||||||||
| 419 BOSTON AVE | MEDFORD | MA | 02155 | NONE | PUBLIC CHARITY | EDUCATION | $12,500 | |
| UNIVERSITY OF PENNSYLVANIA LAW SCHOOL | ||||||||
| 3501 SANSOM ST | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | EDUCATION | $12,500 | |
| WILLIAMS COLLEGE | ||||||||
| 880 MAIN ST | WILLIAMSTOWN | MA | 02167 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | |
| FCNL EDUCATION FUND | ||||||||
| 245 2ND ST NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | EDUCATION | $100 | |
| FOUNDATION FOR BELMONT EDUCATION | ||||||||
| 588 PLEASANT ST | BELMONT | MA | 02478 | NONE | PUBLIC CHARITY | EDUCATION | $100 | |
| BOSTON HEALTH CARE FOR THE HOMELESS | ||||||||
| 780 ALBANY ST | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | HEALTH | $500 | |
| UTEC | ||||||||
| 35 WARREN ST | LOWELL | MA | 01852 | NONE | PUBLIC CHARITY | YOUTH DEVELOPMENT | $500 | |
| PHILANTHROPY MASSACHUSETTS | ||||||||
| 133 FEDERAL ST 802 | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | HUMAN SERVICES | $750 | |
| HYDE SQUARE TASK FORCE | ||||||||
| 30 SUNNYSIDE ST | BOSTON | MA | 02130 | NONE | PUBLIC CHARITY | YOUTH DEVELOPMENT | $250 | |
| OUR SPACE INC | ||||||||
| 464 COMMON ST 306 | BELMONT | MA | 02478 | NONE | PUBLIC CHARITY | HEALTH | $100 | |
| MASSACHUSETTS RIVERS ALLIANCE | ||||||||
| 2343 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02140 | NONE | PUBLIC CHARITY | GENERAL WELFARE | $100 | |
| BETH EL TEMPLE CENTER | ||||||||
| 2 CONCORD AVE | BELMONT | MA | 02478 | NONE | PUBLIC CHARITY | JEWISH CAUSES | $2,600 | |
| ARLINGTON EATS | ||||||||
| 58 MEDFORD ST | ARLINGTON | MA | 02474 | NONE | PUBLIC CHARITY | HUMAN SERVICES | $5,000 | |
| BOSTON CHILDREN'S CHORUS | ||||||||
| 20 OLD COLONEY AVENUE | BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | YOUTH DEVELOPMENT | $5,000 | |
| CHILDREN INTERNATIONAL | ||||||||
| 2000 E RED BRIDGE RD | KANSAS CITY | MO | 64131 | NONE | PUBLIC CHARITY | YOUTH DEVELOPMENT | $900 | |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 10 BROOKLINE PLACE 6TH FLOOR | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $100 | |
| MY LIFE MY CHOICE | ||||||||
| 989 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | HUMAN SERVICES | $210 | |
| FRIENDS OF BROOKLINE ROWING INC | ||||||||
| 11 SHAW ROAD | CHESTNUT HILL | MA | 02467 | NONE | PUBLIC CHARITY | YOUTH DEVELOPMENT | $500 | |
| BROOKLINE EDUCATION FOUNDATION | ||||||||
| 40 WEBSTER PL | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | EDUCATION | $250 | |
| TEMPLE BETH AVODAH | ||||||||
| 45 PUDDINGSTONE LN | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | JEWISH CAUSES | $4,040 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,236,825 | 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 | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $24,590 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $342,820 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $105,139 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,441,155 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,077,007 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,356,650 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,066,650 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM INVESTMENTS | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$199,595 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,286,784 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $32,927,632 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,214,416 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ADR CHARITABLE FOUNDATION & TRUST | |||||||
| 1 | C/O GOULSTON STORRS 400 ATLANTIC AV | BOSTON | MA | 02110 | $48,876 | Yes (X) | |
| RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST | |||||||
| 2 | ONE NEWTON EXECUTIVE PARK 104 | NEWTON | MA | 02462 | $8,000,000 | Yes (X) | |
| RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST | |||||||
| 3 | ONE NEWTON EXECUTIVE PARK 104 | NEWTON | MA | 02462 | $33,092,474 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | FIDELITY INSTITUTIONAL MONEY MARKET TREASURY ONLY-INSTITUTIONAL CLASS FD | $2,000,000 | 2021-07-06 |
| 3 | FIDELITY INSTITUTIONAL MONEY MARKET TREASURY ONLY-INSTITUTIONAL CLASS FD | $11,080,000 | 2022-03-31 |
| 3 | FIDELITY LIMITED TERM MUNICIPAL INCOME FUND | $10,176,542 | 2021-12-20 |
| 3 | FIDELITY LIMITED TERM MUNICIPAL INCOME FUND | $9,835,932 | 2021-12-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DELOITTE TAX | CategoryTxt |
| Amt | $60,951 | Amt |
| Net Investment Income | $30,476 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,475 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| LEASEHOLD IMPROVE | 2002-04-05 | $19,445 | $9,523 | SL | 39.000000000000 | $499 | $0 |
| PHONE EQUIPMENT | 2002-03-15 | $9,939 | $9,939 | 200DB | 5.000000000000 | $0 | $0 |
| FURNITURE & FIXTURE | 2002-11-01 | $101,209 | $101,209 | SL | 7.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVE | 2002-11-01 | $9,381 | $4,458 | SL | 39.000000000000 | $241 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS | BondNm |
| EOY Book Value | $1,316,376 | EOYBookValueAmt |
| EOYFMV | $1,308,263 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS | StockNm |
| EOY Book Value | $27,488,053 | EOYBookValueAmt |
| EOYFMV | $32,469,996 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $332,777 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $329,780 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (186 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADDITION TWO LP | AT COST | $2,145,844 | $2,289,450 |
| ASTEYA PARTNERS DELAWARE LP | AT COST | $2,489,823 | $2,369,538 |
| BARRYS CORNER HOLDINGS LLC | AT COST | $0 | $1,260,525 |
| BAUPOST VALUE PARTNERS, L.P.-I | AT COST | $2,547,902 | $4,619,770 |
| BLACK STONE MINERALS, L.P. | AT COST | $394,259 | $0 |
| BOSTON SEED CAPITAL FUND IV LP | AT COST | $264,817 | $150,000 |
| BRAZOS EQUITY FUND III, LP | AT COST | $31,032 | $535,222 |
| BRIGHTSTAR CAPITAL PARTNERS FUND I, L.P. | AT COST | $2,528,137 | $2,563,960 |
| BRIGHTSTAR CAPITAL PARTNERS QUALTEK LP | AT COST | $0 | $1,028,494 |
| BRIGHTSTAR CAPITAL PARTNERS REPLAY LP | AT COST | $576,516 | $1,159,679 |
| BRIGHTSTAR CAPITAL PARTNERS TEXAS WATER, L.P. | AT COST | $0 | $1,021,956 |
| BRIGHTSTAR CAPITAL PARTNERS FUND II-A, LP | AT COST | $1,414,220 | $1,092,546 |
| BROOKSIDE CAPITAL PARTNERS FUND, L.P. | AT COST | $142,845 | $382,945 |
| CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN EUROPE III | AT COST | $62,409 | $252,373 |
| CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN X | AT COST | $23,609 | $392,451 |
| CASDIN PRIVATE GROWTH EQUITY FUND, L.P. | AT COST | $3,780,295 | $4,060,772 |
| CB OP FEEDER I, LP | AT COST | $94,608 | $0 |
| CB OP FEEDER II LP | AT COST | $11,203 | $0 |
| CB OP FEEDER III, LP | AT COST | $29,160 | $0 |
| CB OP FEEDER V, LP | AT COST | $41,460 | $0 |
| CB OP FEEDER V-B, LP | AT COST | $3,318 | $0 |
| CB OP FEEDER VI, LP | AT COST | $24,610 | $0 |
| CB OP FEEDER VII, LP | AT COST | $62,083 | $0 |
| CB OP AGGREGATOR II-B, LP | AT COST | $1,199 | $0 |
| CB OFFSHORE EQUITY FUND IX, LP | AT COST | $1,478,612 | $1,548,918 |
| CB OFFSHORE EQUITY FUND VIII LP | AT COST | $2,293,296 | $1,707,716 |
| CEH FEEDER I L.P. | AT COST | $4,932,015 | $5,496,322 |
| CHARLESBANK EQUITY FUND VII, LP | AT COST | $0 | $271,097 |
| CHARLES RIVER INSTITUTIONAL FUND II LP | AT COST | $1,402,312 | $1,994,845 |
| CHARLES RIVER INSTITUTIONAL FUND III, L.P. | AT COST | $723,214 | $1,488,160 |
| CHESTNUT HILL VENTURES, LLC | AT COST | $29,292 | $13,588 |
| COLLAB+CONSUMER FUND I, LP | AT COST | $430,264 | $730,827 |
| COLLABORATIVE IV, L.P. | AT COST | $888,491 | $1,215,968 |
| COLLABORATIVE V, L.P. | AT COST | $196,791 | $200,000 |
| CORMORANT PRIVATE HEALTHCARE FUND IV, LP | AT COST | $749,195 | $373,187 |
| DIV CHARLES PARK INVESTOR, LP | AT COST | $21,018 | $727 |
| ELEPHANT PARTNERS I LP | AT COST | $797,780 | $4,578,495 |
| ELEPHANT PARTNERS II-B LP | AT COST | $1,179,321 | $2,351,454 |
| ELEPHANT PARTNERS III-B LP | AT COST | $1,893,447 | $1,569,778 |
| ELEPHANT PARTNERS IV-B LP | AT COST | $1,221,495 | $224,515 |
| ENCAP ENERGY CAPITAL FUND VI-B, L.P. | AT COST | $845,506 | $7,138 |
| ENERGY CAPITAL PARTNERS II-B, LP | AT COST | $465,004 | $113,954 |
| ETHOS BEIGNET DIRECT, LLC | AT COST | $1,868,791 | $6,282,863 |
| ETHOS CAPITAL INVESTMENTS A LP | AT COST | $773,036 | $773,036 |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP | AT COST | $1,972,471 | $70,559 |
| HIGHFIELDS CAPITAL IV LP | AT COST | $0 | $1,683 |
| HILLHOUSE FUND IV LP | AT COST | $3,596,080 | $4,961,515 |
| HOLDCO OPPORTUNITIES FUND, LP | AT COST | $1,487,524 | $177,850 |
| HOLDCO OPPORTUNITIES FUND II, LP | AT COST | $154,608 | $1,141,472 |
| HOLDCO OPPORTUNITIES FUND III, L.P. | AT COST | $0 | $13,257,431 |
| JMC PLATFORM FUND II-B LP | AT COST | $1,028,343 | $1,082,440 |
| REVELATION (FKA LEERINK) HEALTHCARE FUND II LP | AT COST | $890,404 | $1,504,982 |
| REVELATION (FKA LEERINK) HEALTHCARE FUND III LP | AT COST | $708,103 | $23,590 |
| LIMINALITY PARTNERS, LP | AT COST | $1,942,695 | $960,772 |
| MARCUS CAPITAL PARTNERS FUND II, LP | AT COST | $906,445 | $1,236,985 |
| MAVERON EQUITY PARTNERS VI, L.P. | AT COST | $1,113,259 | $2,963,934 |
| MAVERON EQUITY PARTNERS VII, L.P. | AT COST | $754,721 | $1,373,542 |
| MFN PARTNERS LP | AT COST | $6,042,880 | $7,293,164 |
| MITHRIL LP | AT COST | $1,584,596 | $3,812,832 |
| MITHRIL II LP | AT COST | $1,663,641 | $2,250,347 |
| NALANDA INDIA EQUITY FUND LIMITED | AT COST | $244,727 | $147,768 |
| NAVA VENTURES I, LP | AT COST | $220,429 | $129,355 |
| NAVITAS FUND, LP | AT COST | $3,420,248 | $3,008,067 |
| NV PARTNERS IV LP | AT COST | $167,066 | $75,888 |
| OAKTREE VALUE EQUITY FUND (DELAWARE), L.P. | AT COST | $4,216,629 | $10,806,367 |
| PAR INVESTMENT PARTNERS, L.P. | AT COST | $0 | $4,472,715 |
| PHOENIX VENTURE HOLDINGS LLC | AT COST | $1,426 | $0 |
| QIMING US HEALTHCARE FUND II LP | AT COST | $2,994,180 | $5,163,373 |
| QIMING US HEALTHCARE FUND III LP | AT COST | $284,769 | $142,178 |
| QIMING US HEALTHCARE FUND LP | AT COST | $865,839 | $1,213,754 |
| QIMING VENTURE PARTNERS FUND V LP | AT COST | $1,791,485 | $4,431,425 |
| QIMING VENTURE PARTNERS VI, LP | AT COST | $2,361,218 | $4,174,643 |
| QIMING VENTURE PARTNERS VII LP | AT COST | $1,997,705 | $2,027,985 |
| QIMING VENTURE PARTNERS VIII LP | AT COST | $62,500 | $62,500 |
| QIMING VENTURE PARTNERS VIII-HC LP | AT COST | $25,000 | $25,000 |
| RA CAPITAL HEALTHCARE FUND, LP | AT COST | $13,542,655 | $20,892,793 |
| REGENT OFFICE FUND II, LLC | AT COST | $478,616 | $843,042 |
| REGENT OPPORTUNITY FUND IV, LLC | AT COST | $2,665,744 | $3,659,629 |
| REGIMENT CAPITAL SPECIAL SITUATIONS FUND V, L.P. | AT COST | $217,063 | $134,035 |
| RIVA CAPITAL PARTNERS IV LP | AT COST | $3,462,467 | $5,465,379 |
| ROAD CAPITAL MASTER FUND LP | AT COST | $3,000,000 | $3,000,000 |
| SANKATY CREDIT OPPORTUNITIES IV, L.P. | AT COST | $546,217 | $22,518 |
| SECTION 32 FUND 4, LP | AT COST | $1,062,486 | $695,928 |
| SHINE CAPITAL I, LP | AT COST | $1,134,102 | $703,228 |
| SHINE CAPITAL II | AT COST | $266,667 | $266,667 |
| SHINE CAPITAL OPPORTUNITIES FUND I | AT COST | $133,333 | $133,333 |
| SL SPV-1 FEEDER I, L.P. | AT COST | $21,069 | $487,386 |
| SOSIN QP PARTNERS, LP | AT COST | $5,373,885 | $6,430,836 |
| SPARK CAPITAL GROWTH IV | AT COST | $250,000 | $216,667 |
| SPARK CAPITAL VII | AT COST | $133,334 | $83,333 |
| SUMMIT PARTNERS PRIVATE EQUITY FUND VII-B, L.P. | AT COST | $186,845 | $418,055 |
| TCG 2.0-B, LP | AT COST | $2,207,643 | $4,400,618 |
| TCG 3.0-B, LP | AT COST | $430,980 | $228,150 |
| TCV VELOCITY FUND I (A), LP | AT COST | $68,379 | $9,667 |
| TELEGRAPH HILL PARTNERS II, L.P. | AT COST | $1,905,874 | $0 |
| TENFORE HOLDINGS FUND II, LP | AT COST | $2,526,585 | $3,942,578 |
| TF 88 ACRES FUND I , LP | AT COST | $954,427 | $1,021,252 |
| TF 88 ACRES FUND II, LP | AT COST | $320,051 | $320,051 |
| THRIVE CAPITAL PARTNERS V, L.P. | AT COST | $1,443,286 | $4,398,516 |
| THRIVE CAPITAL PARTNERS VI GROWTH, LP | AT COST | $923,817 | $1,583,206 |
| THRIVE CAPITAL PARTNERS VI, LP | AT COST | $507,850 | $943,553 |
| THRIVE CAPITAL PARTNERS VII GROWTH LP | AT COST | $1,875,696 | $1,158,730 |
| THRIVE CAPITAL PARTNERS VII LP | AT COST | $234,337 | $126,910 |
| THRIVE CAPITAL PARTNERS VIII GROWTH LP | AT COST | $222,085 | $222,085 |
| TIGER GLOBAL PIP 1 LLC | AT COST | $3,000,034 | $3,529,453 |
| TIGER GLOBAL PIP 1-O L.P. | AT COST | $1,526,751 | $1,538,560 |
| TINICUM TAX EXEMPT LP | AT COST | $3,768,394 | $4,843,621 |
| TWE DISC AGGREGATOR, LLC | AT COST | $2,013,230 | $2,000,000 |
| SIXTH STREET OPPORTUNITIES PARTNERS II (B) LP | AT COST | $74,449 | $141,297 |
| SIXTH STREET OPPORTUNITIES PARTNERS III (B) LP | AT COST | $646,640 | $1,013,494 |
| TOP III DELAWARE AIV I-B, L.P. | AT COST | $101,905 | $0 |
| ULTRA CAPITAL RAV 1 2016 HOLDINGS LLC | AT COST | $1,125,000 | $1,125,000 |
| ULTRA CAPITAL SUSTAINABLE INFRASTRUCTURE TE FEEDER FUND II | AT COST | $2,001,517 | $3,269,927 |
| ULTRA CAPITAL RAV I FOLLOW-ON FUND BRIDGE LOAN | AT COST | $381,697 | $381,697 |
| UNDERSCORE.VC FUND I, L.P. | AT COST | $1,035,942 | $2,066,800 |
| UNDERSCORE.VC FUND II, L.P. | AT COST | $1,027,324 | $1,430,531 |
| UNDERSCORE VC FUND II EXT | AT COST | $216,914 | $0 |
| VENROCK ASSOCIATES V, L.P. | AT COST | $0 | $1,629,020 |
| WESTCAP BG CONVERT | AT COST | $505,600 | $1,249,088 |
| WESTCAP CELSIUS CO-INVEST 2021, LLC | AT COST | $2,011,343 | $2,014,129 |
| WESTCAP GOODLEAP CO-INVEST 2021, LLC | AT COST | $977,224 | $1,014,468 |
| WESTCAP HOPPER 2021 CO-INVEST, LLC | AT COST | $1,009,451 | $1,008,586 |
| WESTCAP STRATEGIC OPERATOR FUND II LP | AT COST | $3,052,914 | $1,751,134 |
| WESTCAP STRATEGIC OPERATOR US FEEDER FUND, L.P. | AT COST | $2,344,410 | $22,437,042 |
| WESTCAP STUB LLC | AT COST | $6,521,433 | $8,847,503 |
| WILL VENTURES FUND II | AT COST | $242,917 | $242,917 |
| XFUND 2, L.P. | AT COST | $935,340 | $1,983,054 |
| XFUND 3, LP | AT COST | $241,502 | $94,304 |
| YORKTOWN ENERGY PARTNERS XI, LP | AT COST | $1,688,240 | $2,542,009 |
| YORKTOWN ENERGY PARTNERS XII, L.P. | AT COST | $1,688,368 | $1,978,638 |
| ADDITION ONE, L.P. | AT COST | $2,523,477 | $4,736,093 |
| ADDITION THREE LP | AT COST | $1,105,283 | $579,974 |
| BC VIII PRIVATE INVESTORS, LLC | AT COST | $2,875,743 | $1,257 |
| BC VIII-E PRIVATE INVESTORS, L.P. | AT COST | $813,092 | $0 |
| BAIN CAPITAL (SSS I) IX, L.P. | AT COST | $881 | $0 |
| BAIN CAPITAL FUND IX, L.P. | AT COST | $116,369 | $0 |
| BERKSHIRE FUND VII, L.P. | AT COST | $89,361 | $82,283 |
| BRAZOS EQUITY FUND II, LP | AT COST | $343,622 | $15,801 |
| CHARLESBANK EQUITY COINVESTMENT FUND VI, LP | AT COST | $351,696 | $63,931 |
| DENHAM COMMODITY PARTNERS FUND V LP | AT COST | $71,769 | $126,064 |
| DENHAM IV CONTINUATION FUND LP | AT COST | $252,566 | $142,004 |
| ETON PARK | AT COST | $6,982 | $139 |
| GOF FEEDER A LP | AT COST | $0 | $2,024,896 |
| NALANDA INDIA FUND LIMITED | AT COST | $960,828 | $6,373,310 |
| RESOURCE CAPITAL FUND IV L.P. | AT COST | $248,767 | $114,198 |
| RHO VENTURES V, LP | AT COST | $369,291 | $399,038 |
| RIVA CAPITAL PARTNERS III, LP | AT COST | $936,891 | $1,074,792 |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI L.P. | AT COST | $4,088,370 | $9,603,678 |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII LP | AT COST | $2,946,460 | $8,550,483 |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XIV LP | AT COST | $2,914,580 | $3,976,865 |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XV FEEDER LP | AT COST | $1,300,000 | $660,000 |
| TRG FORESTRY FUND 8-B LP | AT COST | $73,691 | $17,629 |
| VENROCK ASSOCIATES VI, LP | AT COST | $0 | $5,711,567 |
| VENROCK ASSOCIATES IV, LP | AT COST | $1,656,296 | $219,676 |
| WLR RECOVERY FUND IV, L.P. | AT COST | $233,609 | $21,340 |
| CHESTNUT HEDGE FUND LLC | AT COST | $15,965,734 | $16,942,951 |
| SANKATY CREDIT OPPORTUNITIES IV LP (OFFSHORE) | AT COST | $1,663,099 | $5,417 |
| DOVER STREET VI CAYMAN FUND LP | AT COST | $681,792 | $13,571 |
| DOVER STREET VII CAYMAN FUND LP | AT COST | $59,853 | $95,011 |
| MOON CAPITAL GLOBAL EQUITY OFFSHORE FUND LTD | AT COST | $33,070 | $17,832 |
| NEW VERNON INDIA (CAYMAN) FUND II LP | AT COST | $0 | $51,632 |
| LUXOR CAPITAL PARTNERS OFFSHORE FD | AT COST | $795,606 | $40,045 |
| HILDENE OPPORTUNITIES OFFSHORE FUND LTD | AT COST | $1,499,659 | $7,317,005 |
| PATRON CAPITAL III | AT COST | $580,935 | $42,978 |
| RA CAPITAL NEXUS INTERNATIONAL FUND, L.P. | AT COST | $4,224,171 | $7,130,398 |
| RA CAPITAL NEXUS INTERNATIONAL II FUND, L.P. | AT COST | $2,979,723 | $3,586,960 |
| RA CAPITAL NEXUS INTERNATIONAL FUND III, L.P. | AT COST | $500,000 | $250,000 |
| COATUE LONG ONLY OFFSHORE FUND LTD. | AT COST | $2,500,000 | $20,717,952 |
| HIMALAYA CAPITAL INVESTORS OFFSHORE LP | AT COST | $7,700,000 | $11,340,432 |
| YIHENG CAPITAL OFFSHORE FUND | AT COST | $9,500,000 | $11,147,852 |
| ABDIEL QUALIFIED OFFSHORE PARTNERS LP | AT COST | $12,000,000 | $6,761,061 |
| DRAGONEER OPPORTUNITIES OFFSHORE FEEDER V LP | AT COST | $5,000,000 | $5,742,022 |
| DURABLE CAPITAL OPPORTUNITIES OFFSHORE FUND LP | AT COST | $248,813 | $135,865 |
| HONGKOU CAPITAL OFFSHORE | AT COST | $3,000,000 | $2,504,414 |
| KINGSWAY FCO GROWTH FUND II | AT COST | $376,389 | $377,142 |
| SHAWSPRING PARTNERS QP FUND | AT COST | $5,000,000 | $5,000,000 |
| TENFORE HOLDINGS OFFSHORE FUND III | AT COST | $221,430 | $221,430 |
| GOF II FEEDER A | AT COST | $2,205,000 | $3,247,791 |
| MAGIC SPOON INC | AT COST | $1,499,996 | $1,499,996 |
| REGGORA INC | AT COST | $996,182 | $996,182 |
| SLATE CRAFT GOODS | AT COST | $600,013 | $600,013 |
| STOCKBRIDGE FUND (OS) LTD | AT COST | $5,588,470 | $13,895,076 |
| FLEETCOR TECHNOLOGIES INC | AT COST | $104 | $354,318 |
| THS KINGSWAY - FRONTIER CONSUMER FUND | AT COST | $3,000,000 | $4,178,765 |
| GUTSY SERIES A-3 PREFERRED STOCK | AT COST | $1,350,000 | $0 |
| HERO HEALTH INC. | AT COST | $1,500,000 | $1,500,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVE | $19,445 | $10,022 | $9,423 | $9,423 |
| PHONE EQUIPMENT | $9,939 | $9,939 | $0 | $0 |
| FURNITURE & FIXTURE | $101,209 | $101,209 | $0 | $0 |
| LEASEHOLD IMPROVE | $9,381 | $4,699 | $4,682 | $4,682 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,576 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,576 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART WORK | $63,776 | $63,776 | $63,776 |
| LEASEHOLD IMPROVEMENTS USED FOR CHARITABLE PURPOSES | $377,108 | $377,108 | $377,108 |
| EQUIPMENT USED FOR CHARITABLE PURPOSES | $226,353 | $226,353 | $226,353 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK ADJUSTMENTS | Desc |
| Amt | $799,210 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUBSCRIPTION, DUES, AND MEMBERSHIP | $56,367 | $0 | $56,367 |
| INSURANCE | $9,725 | $0 | $9,725 |
| OFFICE EXPENSES | $104,341 | $0 | $104,341 |
| POSTAGE AND DELIVERY | $4,690 | $0 | $4,690 |
| PROFESSIONAL DEVELOPMENT | $16,114 | $0 | $16,114 |
| BANK FEES | $315 | $0 | $315 |
| EVENTS | $24,718 | $0 | $24,718 |
| WORKERS COMPENSATION | $1,485 | $0 | $1,485 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CHESTNUT HEDGE FUND | -$8,489 | -$7,641 | -$8,489 |
| OTHER INCOME FROM K-1S | $4,753,683 | $4,979,940 | $4,753,683 |
| OTHER INCOME FROM OFFSHORE FUNDS | $318,804 | $91,699 | $318,804 |
| OTHER INCOME FROM OTHER ENTITIES | $13,009 | $13,009 | $13,009 |
| OTHER INCOME FROM INVESTMENTS | -$199,595 | -$199,595 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO PRIOR YEAR BOOK BALANCES | Desc |
| Amt | $31,787 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINE OF CREDIT | Desc |
| BOY Book Value | $25,000,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHESTNUT HEDGE FUND | $192,570 | $173,332 | $0 |
| FROM K-1S | $4,346,415 | $3,527,805 | $0 |
| OTHER ENTITY | $1,173,796 | $1,173,796 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NEWTON EXECUTIVE PARK 104 | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02462 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $37,583 | $37,333 | $0 |
| PAYROLL TAXES PAID | $55,795 | $0 | $55,795 |
| MA TAX PAID | $50,000 | $0 | $0 |
| FEDERAL TAX PAID | $400,000 | $0 | $0 |
| MA FILING FEE | $500 | $0 | $500 |