RICHARD K LUBIN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD K LUBIN FAMILY FOUNDATION (EIN 22-2773808)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349104092
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T12:10:27-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043191789 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MP PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MONARCH PLACE | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222773808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD K LUBIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O CASTLE ROCK ADVISORS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 6172270050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CLARENDON STREET 35TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD K LUBIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6176514801 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | LUBIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS THEOBALD | PreparerPersonNm |
| PTIN | P00368792 | PTIN |
| Phone | 4137391800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $234,634,398 | 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 | $15,119,156 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,412,391 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,402,644 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,322,548 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,322,007 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,708,833 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,065,995 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,686,840 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $61,565 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $65,692 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $24,624,493 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,477,183 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $660,702 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $660,702 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $35,832 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $35,832 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,838 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $646,675 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $296,168 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $59,580 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $286,053 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $95,549 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $39,249 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $120,300 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $120,300 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,057 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,057 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58,953 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $56,682 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,821,247 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $395,555 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $977,402 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,217,932 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,217,932 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,039,179 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $395,555 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,195,334 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,585,314 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,081,628 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,450,342 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,170,654 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,170,654 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $149,605,950 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $155,522,136 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $227,435,331 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $32,607 | OtherAssetsBOYAmt |
| Other Assets EOY | $28,413 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $28,413 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $161,088,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $162,721,203 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $234,634,398 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,731,659 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $356,389 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,731,659 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $356,389 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $159,357,240 | CapitalStockBOYAmt |
| Capital Stock EOY | $162,364,814 | 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 | $159,357,240 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $162,364,814 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $161,088,899 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $162,721,203 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $159,357,240 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,585,314 | ExcessRevenueOverExpensesAmt |
| Other Increases | $98,541 | OtherIncreasesAmt |
| Subtotal | $172,041,095 | SubtotalAmt |
| Other Decreases | $9,676,281 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $162,364,814 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS #5908 (AVAILABLE UPON REQUEST) | P | 2022-01-01 | 2022-07-01 | $82,410 | $443 | $81,967 | $81,967 |
| GOLDMAN SACHS #5909 (AVAILABLE UPON REQUEST) | P | 2022-01-01 | 2022-07-01 | $399,427 | $434,156 | -$34,729 | -$34,729 |
| GOLDMAN SACHS #5912 (AVAILABLE UPON REQUEST) | P | 2022-01-01 | 2022-07-01 | $1,005,381 | $1,267,674 | -$262,293 | -$262,293 |
| GOLDMAN SACHS #5912 (AVAILABLE UPON REQUEST) | P | 2022-01-01 | 2022-07-01 | $1,783,083 | $1,695,758 | $87,325 | $87,325 |
| GOLDMAN SACHS #0685 (AVAILABLE UPON REQUEST) | P | 2022-01-01 | 2022-07-01 | $433,788 | $432,566 | $1,222 | $1,222 |
| GOLDMAN SACHS #0685 (AVAILABLE UPON REQUEST) | P | 2022-01-01 | 2022-07-01 | $6,797,125 | $6,880,076 | -$82,951 | -$82,951 |
| GOLDMAN SACHS #3105 (AVAILABLE UPON REQUEST) | P | 2022-01-01 | 2022-07-01 | $704,493 | $704,493 | $0 | $0 |
| GOLDMAN SACHS #3105 (AVAILABLE UPON REQUEST) | P | 2022-01-01 | 2022-07-01 | $2,950,000 | $2,944,777 | $5,223 | $5,223 |
| MORGAN STANLEY #9007 (AVAILABLE UPON REQUEST) | P | 2022-01-01 | 2022-07-01 | $216,255 | $316,399 | -$100,144 | -$100,144 |
| MORGAN STANLEY #9007 (AVAILABLE UPON REQUEST) | P | 2022-01-01 | 2022-07-01 | $542,592 | $445,928 | $96,664 | $96,664 |
| FROM K-1 - CRA FUND II | P | 2022-01-01 | 2022-07-01 | $6,329 | -$6,329 | -$6,329 | |
| FROM K-1 - CRA FUND II | P | 2022-01-01 | 2022-07-01 | $687,812 | $2,494 | $685,318 | $685,318 |
| FROM K-1 - STOCKBRIDGE | P | 2022-01-01 | 2022-07-01 | $54,715 | -$54,715 | -$54,715 | |
| FROM K-1 - STOCKBRIDGE | P | 2022-01-01 | 2022-07-01 | $115,307 | -$115,307 | -$115,307 | |
| FROM K-1 - HIGHVISTA II | P | 2022-01-01 | 2022-07-01 | $65,856 | -$65,856 | -$65,856 | |
| FROM K-1 - HIGHVISTA II | P | 2022-01-01 | 2022-07-01 | $421,405 | $12,184 | $409,221 | $409,221 |
| BIL, LTD. | P | 2022-01-01 | 2022-07-01 | $5,453 | $5,453 | $5,453 | |
| CAPITAL GAINS DIVIDENDS | P | $2,036,771 | $2,036,771 | $2,036,771 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,686,840 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $126,235 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $126,235 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $126,235 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $109,710 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $96,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $205,710 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $79,475 | OverpaymentAmt |
| Applied To ES Tax | $79,475 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD K LUBIN | IndividualWithBooksNm |
| Phone | 6172270050 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CLARENDON STREET 35TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD K LUBIN | |||||||||
| C/O CASTLE ROCK ADVISORS 200 | CLARENDON STREET 35TH FLOOR | BOSTON | MA | 02116 | CHAIRMAN | 10.00 | $0 | $0 | $0 |
| NANCY K LUBIN | |||||||||
| C/O CASTLE ROCK ADVISORS 200 | CLARENDON STREET 35TH FLOOR | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATE E LUBIN | |||||||||
| C/O CASTLE ROCK ADVISORS 200 | CLARENDON STREET 35TH FLOOR | BOSTON | MA | 02116 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| EMILY L WOODS | |||||||||
| C/O CASTLE ROCK ADVISORS 200 | CLARENDON STREET 35TH FLOOR | BOSTON | MA | 02116 | TRUSTEE | 20.00 | $0 | $0 | $0 |
| GLENDON SUTTON | |||||||||
| C/O CASTLE ROCK ADVISORS 200 | CLARENDON STREET 35TH FLOOR | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GREG WOODS | |||||||||
| C/O CASTLE ROCK ADVISORS 200 | CLARENDON STREET 35TH FLOOR | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| SUSAN COHEN | |||||||||
| 27 WALNUT PLACE | BROOKLINE | MA | 02445 | EXECUTIVE DIRECTOR | 40.00 | $357,069 | $18,300 | $753 | |
| KYLE CONLEY | |||||||||
| 5 VAUTRINOT AVENUE | BOSTON | MA | 02045 | ASSISTANT TO THE EXE | 40.00 | $160,027 | $9,600 | $3,681 | |
| MEGHAN MAZUROWSKI | |||||||||
| 32 FLEET STREET | BOSTON | MA | 02113 | OPERATIONS MANAGER | 40.00 | $78,595 | $4,712 | $986 | |
| EMILY WOODS | |||||||||
| C/O CASTLE ROCK ADVISORS 200 | BOSTON | MA | 02116 | DIRECTOR OF EDUCATIO | 20.00 | $65,000 | $0 | $0 | CLARENDON STREET |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS | |||||
| 125 HIGH STREET 20TH FLOOR | BOSTON | MA | 021102704 | INVESTMENT MANAGEMENT | $246,979 |
| MORGAN STANLEY | |||||
| 28 STATE STREET 26TH FLOOR | BOSTON | MA | 02109 | INVESTMENT MANAGEMENT | $92,953 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $228,397,636 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,967,817 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $233,365,453 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $233,365,453 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,500,482 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $229,864,971 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,493,249 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,493,249 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $126,235 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,393 | IncomeTaxAmt |
| Total Tax | $127,628 | TotalTaxAmt |
| Distributable Before Adj | $11,365,621 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,365,621 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,365,621 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,195,334 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,195,334 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,365,621 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,105,737 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,195,334 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,105,737 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $89,597 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $11,276,024 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD K LUBIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (132 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGNCY | |||||||
| 202 WASHINGTON STREET | BROOKLINE | MA | 02445 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $65,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 480 PLEASANT STREET | WATERTOWN | MA | 02472 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| ALZHEIMER'S DISEASE RESEARCH | |||||||
| 34 WASHINGTON STREET SUITE 200 | WELLESLEY HILLS | MA | 02481 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| AMERICAN REPERTORY THEATRE | |||||||
| 64 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $50,000 |
| BABSON COLLEGE | |||||||
| 231 FOREST STREET | BABSON PARK | MA | 02457 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,500 |
| BEACON ACADEMY | |||||||
| 477 LONGWOOD AVENUE | BOSTON | MA | 02215 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $20,000 |
| BELMONT GOLF SCHOLARSHIP FUND | |||||||
| 151 TREMONT STREET | BOSTON | MA | 02111 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 110 FRANCIS STREET | BOSTON | MA | 02215 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $225,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 75 FEDERAL STREET 8TH FL | BOSTON | MA | 02210 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| BOSTON CHILDRENS HOSPITAL | |||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $25,000 |
| BOSTON CHILDRENS MUSEUM | |||||||
| 308 CONGRESS STREET | BOSTON | MA | 02210 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $27,500 |
| BOSTON COMM PEDIATRICS | |||||||
| 527 ALBANY ST 200 | BOSTON | MA | 02118 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $15,000 |
| BOSTON EDUCATIONAL DEVELOPMENT | |||||||
| 7 PALMER STREET 2ND FLOOR | ROXBURY | MA | 02119 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $306,448 |
| BOSTON FESTIVAL ORCHESTRA | |||||||
| 95 HARLOW ST APT 2 | ARLINGTON | MA | 02474 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| BOSTON FOUNDATION | |||||||
| 75 ARLINGTON STREET | BOSTON | MA | 02116 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $25,000 |
| BOSTON MEDICAL CENTER | |||||||
| ONE MEDICAL CENTER PLACE | BOSTON | MA | 02118 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $25,000 |
| BOSTON MUSIC PROJECT | |||||||
| PO BOX 180772 | BOSTON | MA | 02118 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| BOSTON PLAN FOR EXCELLENCE | |||||||
| 67 KEMBLE ST SUITE 25 | ROXBURY | MA | 02119 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $75,000 |
| BOSTON PUBLIC LIBRARY FUND | |||||||
| 700 BOYLSTON STREET | BOSON | MA | 02116 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $25,000 |
| BOSTON SYMPHONY ORCHESTRA | |||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $150,000 |
| BOSTON YOUTH SYMPHONY ORCHESTRA | |||||||
| 855 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| BOSTONS HIGHER GROUND | |||||||
| 384 WARREN ST | BOSTON | MA | 02119 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| BOTTOM LINE | |||||||
| 500 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $15,000 |
| BOWDOIN COLLEGE | |||||||
| 5000 SOUTH STREET | BRUNSWICK | ME | 04011 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $16,500 |
| BOWDOIN INTERNATIONAL MUSIC FESTIVAL | |||||||
| 6300 COLLEGE STATION | BRUNSWICK | ME | 040118463 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| BOYS AND GIRLS CLUBS OF BOSTON | |||||||
| 50 CONGRESS STREET SUITE 730 | BOSTON | MA | 02109 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $50,000 |
| BRIGHAM & WOMEN'S HOSPITAL | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $100,000 |
| BROWN UNIVERSITY | |||||||
| PO BOX 1876 | PROVIDENCE | RI | 02912 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $18,000 |
| BUNKER HILL COMMUNITY COLLEGE FOUNDATION | |||||||
| 250 NEW RUTHERFORD AVENUE | BOSTON | MA | 02129 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| CAMP HARBOR VIEW FOUNDATION | |||||||
| 1946 WASHINGTON STREET | BOSTON | MA | 02118 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| CARROLL SCHOOL | |||||||
| 1841 TRAPELO ROAD | WALTHAM | MA | 02451 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $35,000 |
| CELEBRITY SERIES OF BOSTON | |||||||
| 20 PARK PLAZA 1032 | BOSTON | MA | 02116 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $25,000 |
| CELLOBELLO | |||||||
| 1200 WASHINGTON STREET SUITE 320 | BOSTON | MA | 02118 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $103,500 |
| CENTER FOR EDUCATIONAL INNOVATION | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| CHILD TRENDS | |||||||
| 708 NORTH FIRST STREET SUITE 333 | MINNEAPOLIS | MN | 55401 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $82,021 |
| CHILDRENS AID | |||||||
| 117 WEST 124TH STREET 3RD FLOOR | NEW YORK | NY | 10027 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $157,400 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $75,000 |
| COMMUNITY FOUNDATION OF NANTUCKET | |||||||
| 117 ORANGE STREET | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| COMMUNITY MUSICWORKS | |||||||
| 1392 WESTMINSTER STREET | PROVIDENCE | RI | 02909 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| DAMON RUNYON CANCER RES FDN | |||||||
| 55 BROADWAY SUITE 302 | NEW YORK | NY | 10006 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $110,000 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,669,000 |
| DAVID ORTIZ CHILDRENS FUND | |||||||
| 214 MAIN STREET SUITE 448 | EL SEGUNDO | CA | 90245 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $20,000 |
| EMERALD NECKLACE CONSERVANCY | |||||||
| 125 FENWAY | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $20,000 |
| ESPLANADE ASSOCIATION | |||||||
| 575 BOYLSTON STREET SUITE 4R | BOSTON | MA | 02116 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| FAMILY AID BOSTON | |||||||
| 3815 WASHINGTON STREET | BOSTON | MA | 02130 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| FAMILY NUTURING CENTER OF MASSACHUSETTS | |||||||
| 200 BOWDOIN STREET | DORCHESTER | MA | 02122 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $15,000 |
| FERRIS STATE UNIVERSITY | |||||||
| 1201 S STATE STREET | BIG RAPIDS | MI | 49307 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,500 |
| FIDELITY CHARITABLE GIFT FUND | |||||||
| 776 BOYLSTON ST PH 1G | BOSTON | MA | 02199 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,600,000 |
| FRACTURED ATLAS | |||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| FRIENDS OF THE PUBLIC GARDEN | |||||||
| 69 BEACON STREET | BOSTON | MA | 02108 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $15,000 |
| FRIENDS OF THE SOUTH END LIBRARY | |||||||
| 150 W CONCORD STREET | BOSTON | MA | 02118 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| FROM THE TOP | |||||||
| 295 HUNTINGTON AVENUE SUITE 201 | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $25,000 |
| GEORGETOWN UNIVERSITY LAW CENTER | |||||||
| 600 NEW JERSEY AVENUE NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| HANDEL & HAYDN SOCIETY | |||||||
| 300 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $30,000 |
| HARVARD BUSINESS SCHOOL | |||||||
| 117 WESTERN AVENUE | ALLSTON | MA | 02134 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $400,000 |
| HEBREW SENIOR LIFE | |||||||
| 1200 CENTRE STREET | ROSLINDALE | MA | 02131 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,500 |
| HILL HOUSE INC | |||||||
| 127 MT VERNON STREET | BOSTON | MA | 02108 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| HISTORIC NEW ENGLAND | |||||||
| OTIS HOUSE 141 CAMBRIDGE STREET | BOSTON | MA | 02114 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| HORIZONS AT DEDHAM COUNTRY DAY SCHOOL | |||||||
| 90 SANDY VALLEY RD | DEDHAM | MA | 02026 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| HORIZONS FOR HOMELESS CHILDREN | |||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $75,000 |
| HOUSING NANTUCKET | |||||||
| 75 OLD SOUTH ROAD | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| HUNTINGTON THEATRE COMPANY | |||||||
| 264 HUNTINGTON AVE 4606 | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| INSTITUTE OF CONTEMPORARY ART | |||||||
| 25 HARBOR SHORE DRIVE | BOSTON | MA | 02210 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $45,000 |
| ISABELLA STEWART GARDNER MUSEUM | |||||||
| 25 EVANS WAY | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $25,000 |
| JDRF GTR NEW ENGLAND CHAPTER | |||||||
| 62 WALNUT STREET SUITE 5 | WELLESLEY | MA | 02481 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| JFS OF METROWEST | |||||||
| 475 FRANKLIN ST 101 | FRAMINGHAM | MA | 01702 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| JOHN F KENNEDY LIBRARY FOUNDATION | |||||||
| COLUMBIA POINT | BOSTON | MA | 02125 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| LATINOS FOR EDUCATION INC | |||||||
| 275 PAYSON RD | BELMONT | MA | 02478 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| MAKE-A-WISH FOUNDATION | |||||||
| 1 BULFINCH PLACE 201 | BOSTON | MA | 02114 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| MASSACHUSETTS GOLF ASSOCIATION INC | |||||||
| 300 ARNOLD PALMER BLVD | NORTON | MA | 02766 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| MAXCOURAGE | |||||||
| 263 HUNTINGTON AVENUE 366 | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| MUSEUM OF FINE ARTS - BOSTON | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $35,000 |
| MUSEUM OF SCIENCE | |||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $25,000 |
| MUSIC CONNECTS | |||||||
| 20 BELGRADE AVENUE 1 | ROSLINDALE | MA | 02131 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| NANTUCKET ATHENEUM | |||||||
| 1 INDIA STREET | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| NANTUCKET BOOK FESTIVAL | |||||||
| 35 OLD SOUTH ROAD | NANTUCKET ISLANE | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| NANTUCKET BOYS AND GIRLS CLUB | |||||||
| 61 SPARKS AVENUE | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $25,000 |
| NANTUCKET COMMUNITY MUSIC CENTER | |||||||
| 56 CENTRE STREET | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,500 |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| 118 CLIFF ROAD | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| NANTUCKET DREAMLAND | |||||||
| 17 S WATER STREET | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $25,000 |
| NANTUCKET HISTORICAL ASSOCIATION | |||||||
| 15 BROAD STREET | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,500 |
| NANTUCKET MARIA MITCHELL ASSOCIATION | |||||||
| 33 WASHINGTON STREET | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,500 |
| NANTUCKET MUSICAL ARTS SOCIETY | |||||||
| PO BOX 897 | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,500 |
| NANTUCKET PARTNERSHIP FOR CHILDREN INC | |||||||
| PO BOX 2021 | NANTUCKET | MA | 02584 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $20,000 |
| NEW ENGLAND AQUARIUM | |||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $25,000 |
| NEW ENGLAND CONSERVATORY | |||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $45,000 |
| NEW TEACHER CTR | |||||||
| 1205 PACIFIC AVENUE SUITE 301 | SANTA CRUZ | CA | 95060 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $15,000 |
| NEWTON-WELLESLEY HOSPITAL | |||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| NOTICE ABILITY | |||||||
| PO BOX 380617 | CAMBRIDGE | MA | 02238 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $4,000 |
| OUR HOUSE | |||||||
| 5 WHEROWHERO LN | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| PAN-MASS CHALLENGE | |||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $32,463 |
| PARK SCHOOL CORPORATION | |||||||
| 171 GODDARD AVENUE | BROOKLINE | MA | 02445 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $190,000 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON SUITE 300 | BOSTON | MA | 02199 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| PHILANTHROPY MASSACHUSETTS | |||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $4,600 |
| PINE STREET INN | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| PLAY FOR PINK | |||||||
| 28 WEST 44TH STREET 609 | NEW YORK | NY | 10036 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 1563 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,500 |
| RADIUS ENSEMBLE | |||||||
| 45 PINE STREET | CONCORD | MA | 01742 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| REACH OUT AND READ | |||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| RECLAIM CHILDHOOD INC | |||||||
| 45 PROSPECT STREET | CAMBRIDGE | MA | 02139 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| REHEARSAL FOR LIFE | |||||||
| 670 CENTRE STREET | JAMAICA PLAIN | MA | 02130 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| ROSIES PLACE | |||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,500 |
| SEED GLOBAL HEALTH | |||||||
| 20 ASHBURTON PLACE 6TH FLOOR | BOSTON | MA | 02108 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| SOC OF THE FOUR ARTS | |||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| SPAULDING REHABILITATION HOSPITAL | |||||||
| 300 1ST AVENUE | CHARLESTOWN | MA | 02129 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| SPORTSMEN'S TENNIS CLUB | |||||||
| 950 BLUE HILL AVENUE | DORCHESTER | MA | 02124 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| SPRUCE STREET NURSERY SCHOOL | |||||||
| 5 AVERY PLACE | BOSTON | MA | 02111 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,500 |
| SQUASHBUSTERS | |||||||
| 795 COLUMBUS AVENUE | ROXBURY CROSSING | MA | 02120 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $160,000 |
| STEPPING STONE FOUNDATION | |||||||
| 155 FEDERAL STREET 800 | BOSTON | MA | 02110 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| TEACH FOR AMERICA | |||||||
| PO BOX 398305 | SAN FRANCISCO | CA | 94139 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| TEREZIN MUSIC FOUNDATION | |||||||
| PO BOX 230206 | BOSTON | MA | 02123 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| THE FRANCIS OUIMET SCHOLARSHIP | |||||||
| 300 ARNOLD PALMER BLVD | NORTON | MA | 02766 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| THE JOEY FUND | |||||||
| 55 CAMBRIDGE PARKWAY | CAMBRIDGE | MA | 02141 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| THEATRE WORKSHOP OF NANTUCKET | |||||||
| 62 CENTRE STREET | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| UNITED WAY | |||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $215,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $620,000 |
| UPPER VALLEY HAVEN | |||||||
| 713 HARTFORD AVE | HARTFORD | VT | 05001 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| VAIL HEALTH FOUNDATION | |||||||
| 181 W MEADOW DRIVE | VAIL | CO | 81657 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $25,000 |
| VAIL VALLEY FOUNDATION | |||||||
| SUITE 300 90 BENCHMARK ROAD | AVON | CO | 81620 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $11,500 |
| WBUR (PUBLIC RADIO 909FM BOSTON) | |||||||
| 890 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,500 |
| WCAI PUBLIC RADIO | |||||||
| 3 WATER STREET PO BOX 82 | WOODS HOLE | MA | 02543 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| WGBH (PUBLIC RADIO 897FM BOSTON) | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $205,000 |
| WHEATON COLLEGE | |||||||
| 26 E MAIN STREET | NORTON | MA | 02766 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $125,000 |
| WINSOR MUSIC INC | |||||||
| 312 WALTHAM STREET | LEXINGTON | MA | 02421 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| WINSOR SCHOOL | |||||||
| 103 PILGRIM ROAD | BOSTON | MA | 02215 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $72,500 |
| WOMEN'S LUNCH PLACE | |||||||
| 67 NEWPORT STREET | BOSTON | MA | 02116 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| WORLD CHILDREN'S INITIATIVE | |||||||
| PO BOX 7281 | MENLO PARK | CA | 94026 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $19,000 |
| YEAR UP | |||||||
| 45 MILK ST 9TH FLR | BOSTON | MA | 02109 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $100,000 |
| YMCA OF GREATER BOSTON | |||||||
| 316 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $146,000 |
| ZOO NEW ENGLAND | |||||||
| 293 SUMMER AVE | SPRINGFIELD | MA | 01108 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,217,932 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,641 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,402,645 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,106 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $541 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,322,007 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $21,993 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,686,837 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (7 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| FROM K-1 - CRA FUND II, LLC - OTHER INCOME (LOSS) | 523000 | $32,424 | 14 | $19,369 |
| FROM K-1 - STOCKBRIDGE COINVESTORS | 523000 | $0 | 14 | $0 |
| FROM K-1 - HIGHVISTA II, LP - OTHER INCOME (LOSS) | 523000 | $10,732 | 14 | -$6,403 |
| FROM K-1 - BRACEBRIDGE (BIL) - OTHER INCOME (LOSS) | 523000 | $0 | 14 | $37,504 |
| GOLDMAN SACHS #50685 | 523000 | $0 | 14 | $10,068 |
| GOLDMAN SACHS #03105 | 523000 | $0 | 14 | $5,332 |
| FROM K-1 - BERKSHIRE INV III | 523000 | -$47,283 | 14 | -$178 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $21,048 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,477,181 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,106 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,505,335 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | FEDERALLY TAX EXEMPT INTEREST (IRC SECTION 103) | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| RICHARD K LUBIN | |||||||
| 1 | 2 N BREAKERS ROW APT 41 | PALM BEACH | FL | 33480 | $2,479,584 | Yes (X) | |
| RICHARD K LUBIN | |||||||
| 2 | 2 N BREAKERS ROW APT 41 | PALM BEACH | FL | 33480 | $7,591,897 | Yes (X) | |
| RICHARD K LUBIN | |||||||
| 3 | 2 N BREAKERS ROW APT 41 | PALM BEACH | FL | 33480 | $7,675 | Yes (X) | |
| RICHARD K LUBIN | |||||||
| 4 | 2 N BREAKERS ROW APT 41 | PALM BEACH | FL | 33480 | $5,040,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt |
|---|---|---|
| 1 | 19,153 SHARES OF ADVANCED DRAINAGE SYSTEMS INC | $2,479,584 |
| 2 | 12,100 SHARES OF TRANSDIGM GROUP INC | $7,591,897 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $7,675 | Amt |
| Net Investment Income | $3,838 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FROM K-1 - CRA FUND II, LLC | AT COST | $27,310,565 | $25,964,861 |
| FROM K-1 - HIGHVISTA II, LP | AT COST | $9,381,975 | $8,270,124 |
| GOLDMAN SACHS #65908 | AT COST | $2,985,296 | $68,016,525 |
| GOLDMAN SACHS #65912 | AT COST | $5,200,397 | $6,009,041 |
| GOLDMAN SACHS #65909 | AT COST | $53,783,643 | $58,856,624 |
| STOCKBRIDGE COINVESTORS | AT COST | $7,246,258 | $7,213,859 |
| GOLDMAN SACHS #50685 | AT COST | $26,877,775 | $24,957,823 |
| BRACEBRIDGE | AT COST | $8,691,795 | $8,800,222 |
| MORGAN STANLEY #9007 | AT COST | $3,735,118 | $8,903,743 |
| GOLDMAN SACHS #03105 | AT COST | $8,416,127 | $8,068,057 |
| FROM K-1 - BERKSHIRE | AT COST | $1,893,187 | $2,374,452 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID RENT | $15,600 | $22,500 | $22,500 |
| DIVIDENDS RECEIVABLE | $17,007 | $362 | $362 |
| INTEREST RECEIVABLE | $0 | $5,551 | $5,551 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION ON CONTRIBUTED SECURITIES | Desc |
| Amt | $9,676,281 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NONDEDUCTIBLE EXPENSES FROM K-1 - HIGHVISTA II LP | $1,566 | $0 | $0 |
| INSURANCE | $52,093 | $0 | $52,093 |
| SUPPLIES | $336 | $0 | $336 |
| TELEPHONE | $545 | $0 | $545 |
| MEMBERSHIPS & SUBSCRIPTIONS | $600 | $0 | $600 |
| PAYROLL FEES | $1,966 | $0 | $1,966 |
| NONDEDUCTIBLE EXPENSES FROM K-1 - CRA FUND II LLC | $414 | $0 | $0 |
| PROFESSIONAL DEVELOPMENT | $560 | $0 | $560 |
| OTHER EXPENSES | $582 | $0 | $582 |
| NONDEDUCTIBLE EXPENSES FROM K-1 - BI III | $291 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - CRA FUND II, LLC - OTHER INCOME (LOSS) | $51,793 | $19,369 | $51,793 |
| FROM K-1 - HIGHVISTA II, LP - OTHER INCOME (LOSS) | $4,329 | -$6,403 | $4,329 |
| FROM K-1 - BRACEBRIDGE (BIL) - OTHER INCOME (LOSS) | $37,504 | $37,504 | $37,504 |
| GOLDMAN SACHS #50685 | $10,068 | $10,068 | $10,068 |
| GOLDMAN SACHS #03105 | $5,332 | $5,332 | $5,332 |
| FROM K-1 - BERKSHIRE INV III | -$47,461 | -$178 | -$47,461 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECONCILIATION/TIMING ADJUSTMENTS | Desc |
| Amt | $98,541 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OUTSTANDING CHECKS | $772,000 | $350,900 |
| ACCOUNTS PAYABLE | $5,098 | $5,489 |
| CAPITAL PAYABLE | $954,561 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (14 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GOLDMAN SACHS #65909 | $99,078 | $49,539 | $0 |
| GOLDMAN SACHS #65912 | $66,175 | $35,654 | $0 |
| GOLDMAN SACHS #50685 | $70,378 | $35,189 | $0 |
| GOLDMAN SACHS #01305 | $16,481 | $8,240 | $0 |
| MORGAN STANLEY #9007 | $93,062 | $46,585 | $0 |
| BOOKKEEPING SERVICES | $11,325 | $0 | $11,325 |
| IT SERVICES | $26,067 | $0 | $26,067 |
| OTHER PROFESSIONAL SERVICES | $22,188 | $0 | $22,188 |
| STOCKBRIDGE COINVESTORS - MANAGEMENT FEES | $9,968 | $4,984 | $0 |
| HIGHVISTA - MANAGEMENT FEES | $173,874 | $86,937 | $0 |
| CRA FUND II - MANAGEMENT FEES | $57,772 | $28,886 | $0 |
| BERKSHIRE INVESTORS III - MANAGEMENT FEES | $214 | $107 | $0 |
| BERKSHIRE INVESTORS (OS) - MANAGEMENT FEES | $85 | $43 | $0 |
| BERKSHIRE INVESTORS (OS) II - MANAGEMENT FEES | $8 | $4 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (13 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATED TAX PAYMENTS | $101,000 | $0 | $0 |
| FEDERAL PRIOR-YEAR EXTENSION PAYMENT | $18,000 | $0 | $0 |
| FOREIGN TAX FROM K-1 - CRA FUND II, LLC | $8,088 | $8,088 | $0 |
| FOREIGN TAX FROM K-1 - HIGHVISTA II LP | $4,204 | $4,204 | $0 |
| FOREIGN TAX FROM K-1 - STOCKBRIDGE COINVESTORS LLC | $342 | $342 | $0 |
| FOREIGN TAX - GOLDMAN SACHS #65908 | $4,088 | $4,088 | $0 |
| FOREIGN TAX - GOLDMAN SACHS #65909 | $65,684 | $65,684 | $0 |
| FOREIGN TAX - GOLDMAN SACHS #65912 | $11,029 | $11,029 | $0 |
| MASSACHUSETTS TAXES | $14,490 | $0 | $0 |
| FOREIGN TAX - MORGAN STANLEY #9007 | $2,077 | $2,077 | $0 |
| PAYROLL TAXES | $39,249 | $0 | $39,249 |
| FOREIGN TAX FROM K-1 - BERKSHIRE INVESTMENTS III | $37 | $37 | $0 |
| FEDERAL PRIOR-YEAR TAX PAYMENT | $17,765 | $0 | $0 |