CRIMSON LION FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CRIMSON LION FOUNDATION (EIN 26-1388142)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202223159349100747
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T10:36:48-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261388142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRIMSON LION FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O KATHLEEN MCDONOUGH TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRIM | BusinessNameControlTxt |
| Phone | 6179333620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ST JAMES AVENUE 740 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACQUELINE R MCCOY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6179333620 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JACQUELINE | PersonFirstNm |
| Person Last | MCCOY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK V GRAZIANO | PreparerPersonNm |
| PTIN | P00218274 | PTIN |
| Phone | 6175305000 | 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 | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $85,001,451 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $169,778 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $169,778 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,191,019 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,191,019 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,348,200 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $46,933,088 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,348,200 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$920,291 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$920,291 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $10,788,706 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,788,706 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $375,355 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $247,849 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $96,992 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $472,347 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $247,849 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,311,111 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,311,111 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,783,458 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $247,849 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,311,111 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$994,752 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,540,857 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,252,184 | CashBOYAmt |
| Cash EOY | $3,405,395 | CashEOYAmt |
| Cash EOYFMV | $3,405,429 | CashEOYFMVAmt |
| Acct Rcvbl | $16 | AcctRcvblAmt |
| Acct Rcvbl BOY | $7 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $16 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $16 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $49,388,192 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,611,861 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $59,354,713 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $14,764,580 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,760,981 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,241,293 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $65,404,963 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,778,253 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $85,001,451 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $65,404,963 | RetainedEarningBOYAmt |
| Retained Earning EOY | $63,778,253 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $65,404,963 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,778,253 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $65,404,963 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,778,253 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $65,404,963 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$994,752 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,162 | OtherIncreasesAmt |
| Subtotal | $64,429,373 | SubtotalAmt |
| Other Decreases | $651,120 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $63,778,253 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| US TRUST #7453 | 2021-12-31 | $3,879,737 | $3,662,062 | $217,675 | $217,675 |
| US TRUST #7453 | 2021-12-31 | $4,330,806 | $3,345,880 | $984,926 | $984,926 |
| US TRUST #7453 - CAPITAL GAIN DISTRIBUTIONS | 2021-12-31 | $1,475 | $1,475 | $1,475 | |
| US TRUST #3865 | 2021-12-31 | $11,481,776 | $10,610,587 | $871,189 | $871,189 |
| US TRUST #3865 | 2021-12-31 | $27,212,030 | $18,966,359 | $8,245,671 | $8,245,671 |
| US TRUST #3865 - CAPITAL GAIN DISTRIBUTIONS | 2021-12-31 | $7,720 | $7,720 | $7,720 | |
| CASDIN PRIVATE GROWTH EQUITY FUND | 2021-12-31 | $19,544 | $19,544 | $19,544 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,348,200 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,108,408 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $146,518 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $146,518 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $146,518 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $129,694 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $70,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $199,694 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $53,176 | OverpaymentAmt |
| Applied To ES Tax | $53,176 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JACQUELINE R MCCOY TRUSTEE | IndividualWithBooksNm |
| Phone | 6179333620 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ST JAMES AVENUE SUITE 740 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JONATHAN S LAVINE | ||||||||
| 31 ST JAMES AVE 740 | BOSTON | MA | 02116 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JEANNE B LAVINE | ||||||||
| 31 ST JAMES AVE 740 | BOSTON | MA | 02116 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JACQUELINE R MCCOY | ||||||||
| 31 ST JAMES AVE 740 | BOSTON | MA | 02116 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KATHLEEN MCDONOUGH | ||||||||
| 31 ST JAMES AVE 740 | BOSTON | MA | 02116 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| US TRUST | |||||
| 114 WEST 47TH STREET | NEW YORK | NY | 10036 | INVESTMENT MGMT | $247,849 |
| EXPONENTIAL ADVISORY | |||||
| 71 WASHINGTON AVE | NEEDHAM | MA | 02492 | PHILANTHROPIC CONSULTING | $61,514 |
| HOLLAND & KNIGHT LLP | |||||
| 10 ST JAMES AVE 1200 | BOSTON | MA | 02116 | LEGAL | $53,992 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $85,867,877 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,479,967 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $89,347,844 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $89,347,844 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,340,218 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $88,007,626 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,400,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,400,381 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $146,518 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $585 | IncomeTaxAmt |
| Total Tax | $147,103 | TotalTaxAmt |
| Distributable Before Adj | $4,253,278 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,253,278 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,253,278 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,311,111 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,311,111 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,253,278 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,913,991 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $20,929,520 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,472,377 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,143,048 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $42,458,936 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,311,111 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,253,278 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,057,833 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $49,516,769 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,913,991 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $46,602,778 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $20,929,520 | ExcessFromYear3Amt |
| Excess From Year2 | $7,472,377 | ExcessFromYear2Amt |
| Excess From Year1 | $11,143,048 | ExcessFromYear1Amt |
| Excess From Current Year | $7,057,833 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JONATHAN S LAVINE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAUL MCCOY FAMILY OFFICE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ST JAMES AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6179333600 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $1,600,000 | |
| COMBINED JEWISH PHILANTHROPY | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $1,800,000 | |
| CHILDREN'S HOSPITAL TRUST | |||||||
| 401 PARK DRIVE SUITE 603 | BOSTON | MA | 02115 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $1,000,000 | |
| WILLIAM JEFFERSON CLINTON FOUNDATION | |||||||
| 1633 BROADWAY 5TH FLOOR | NEW YORK | NY | 10019 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $625,000 | |
| WBUR CITYSPACE | |||||||
| 890 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $1,000,000 | |
| LIFT INC | |||||||
| 999 N CAPITOL STREET NE SUITE 310 | WASHINGTON | DC | 20002 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $750,000 | |
| HARVARD UNIVERSITY ARTS & SCIENCES | |||||||
| HARVARD UNIVERSITY FACULTY OF ARTS | CAMBRIDGE | MA | 02138 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $1,100,000 | SCIENCES |
| HARVARD TH CHAN SCHOOLS OF PUBLIC HEALTH | |||||||
| 677 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $1,100,000 | |
| BRIGHAM AND WOMENS HOSPITAL | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $100,000 | |
| BETTER ANGELS SOCIETY | |||||||
| 5185 MACARTHUR BOULEVARD SUITE 570 | WASHINGTON | DC | 20016 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $2,236,111 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,311,111 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $169,778 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,191,019 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $0 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,348,200 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (10 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME - LIGHTSHED VENTURES FUND I | -$104 | 14 | -$61,872 |
| OTHER INCOME - CASDIN PRIVATE GROWTH EQUITY FUND | 14 | -$35,186 | |
| OTHER INCOME - CASDIN PRIVATE GROWTH EQUITY FUND II | 14 | -$229 | |
| OTHER INOCME - HANACO II | 14 | -$68,875 | |
| OTHER INCOME - XFUND 3 | 14 | -$118,256 | |
| OTHER INCOME - MAXIMUS LONG SHORT EQUITY FUND | $5,086 | 14 | $67,265 |
| OTHER INCOME - STL NAMOS LP SERIES 2 | 14 | -$3,756 | |
| OTHER INCOME - ALPALI LP SERIES 10 YOTPO 2 | 14 | -$4,187 | |
| OTHER INCOME - MIC CAPITAL PARTNERS (VENTURES) EUROPE PARALLEL LP | 14 | -$701,590 | |
| OTHER INCOME - US TRUST #3865 | 14 | $1,413 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,982 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,783,724 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,788,706 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US TRUST #7543 | $2,129,967 | $2,414,859 |
| US TRUST #3989 | $36,481,894 | $56,939,854 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| US TRUST #3989 | AT COST | $816,288 | $779,774 |
| US TRUST #7543 | AT COST | $2,768,915 | $2,742,831 |
| MAXIMUS LONG SHORT EQUITY FUND, LP | AT COST | $2,458,959 | $0 |
| CASDIN, LP | AT COST | $2,100,000 | $3,472,540 |
| XFUND 3, LP | AT COST | $301,261 | $322,664 |
| HANACO II | AT COST | $1,200,000 | $1,985,322 |
| LIGHTSHED VENTURES FUND I, LP | AT COST | $1,000,000 | $1,027,523 |
| ALPALI LP | AT COST | $2,011,000 | $2,082,941 |
| STL NAMOS LP SERIES 2-CRB | AT COST | $3,009,750 | $3,005,994 |
| MIC CAPITAL PARTNERS (VENTURES) EUROPE PARALLEL LP | AT COST | $5,794,808 | $6,524,448 |
| CASDIN II, LP | AT COST | $300,000 | $297,256 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIV INCOME PAID BUT NOT EARNED IN 2021 | $30,372 |
| OTHER DECREASES | $620,748 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $0 | $4,982 | $920,291 |
| OTHER INCOME - LIGHTSHED VENTURES FUND I | -$61,976 | -$61,872 | -$61,976 |
| OTHER INCOME - CASDIN PRIVATE GROWTH EQUITY FUND | -$35,186 | -$35,186 | -$35,186 |
| OTHER INCOME - CASDIN PRIVATE GROWTH EQUITY FUND II | -$229 | -$229 | -$229 |
| OTHER INOCME - HANACO II | -$68,875 | -$68,875 | -$68,875 |
| OTHER INCOME - XFUND 3 | -$118,256 | -$118,256 | -$118,256 |
| OTHER INCOME - MAXIMUS LONG SHORT EQUITY FUND | $72,351 | $67,265 | $72,351 |
| OTHER INCOME - STL NAMOS LP SERIES 2 | -$3,756 | -$3,756 | -$3,756 |
| OTHER INCOME - ALPALI LP SERIES 10 YOTPO 2 | -$4,187 | -$4,187 | -$4,187 |
| OTHER INCOME - MIC CAPITAL PARTNERS (VENTURES) EUROPE PARALLEL LP | -$701,590 | -$701,590 | -$701,590 |
| OTHER INCOME - US TRUST #3865 | $1,413 | $1,413 | $1,413 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INT INCOME EARNED BUT NOT PAID IN 2021 | $2,442 |
| DIV INCOME EARNED BUT NOT PAID IN 2021 | $3,831 |
| OTHER INVESTMENT INCOME EARNED BUT NOT PAID IN 2021 | $12,889 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| US TRUST BANK FEES | $247,849 | $247,849 | $0 | $0 |
| EXPONENTIAL ADVISORY FEES | $61,514 | $0 | $0 | $0 |
| HOLLAND & KNIGHT LLP | $53,992 | $0 | $0 | $0 |
| HAIRPIN LLC | $12,000 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MASSACHUSETTS ATTORNEY GENERAL FEE | $500 | $0 | $0 | $0 |
| FOREIGN TAX PAID | $46,492 | $0 | $0 | $0 |
| FEDERAL EXTENSION TAX PAYMENT | $25,000 | $0 | $0 | $0 |
| FEDERAL Q3 ESTIMATED TAX PAYMENT | $25,000 | $0 | $0 | $0 |