LIMESTONE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LIMESTONE FOUNDATION (EIN 47-7017224)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202233189349103118
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T12:34:54-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DGC A DIVISION OF PKF O'CONNOR DAVIES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 PRESIDENTIAL WAY SUITE 510 | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 477017224 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIMESTONE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIME | BusinessNameControlTxt |
| Phone | 6174821776 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOULSTON STORRS 400 ATLANTIC A | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN ROTTENBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174821776 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALAN | PersonFirstNm |
| Person Last | ROTTENBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES R DOWNING | PreparerPersonNm |
| PTIN | P01229332 | PTIN |
| Phone | 7819375300 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
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 | $65,520,982 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,710,881 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,710,195 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,160,024 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,404,319 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,160,024 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $42,175 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25,053 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $18,085 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,913,080 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,895,272 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $18,085 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,224 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $27,224 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $552,994 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $309,464 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $243,530 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $120,107 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $100,107 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $315,368 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $233,872 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,015,693 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $670,667 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $243,530 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,960,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,960,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,975,693 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $670,667 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,203,530 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,937,387 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,224,605 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,085 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $893 | CashBOYAmt |
| Cash EOY | $1,250 | CashEOYAmt |
| Cash EOYFMV | $1,250 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,538,799 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,180,881 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,179,104 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $262,641 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,048,241 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $262,641 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $262,641 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $5,403,010 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,917,381 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,936,200 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $33,512,557 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,078,734 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $51,141,787 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $41,503,500 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,440,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,520,982 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $50 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $50 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $50 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $41,503,450 | RetainedEarningBOYAmt |
| Retained Earning EOY | $44,440,837 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,503,450 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,440,837 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,503,500 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,440,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,503,450 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,937,387 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $44,440,837 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,440,837 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| LONG TERM PARTNERSHIP CAPITAL GAIN | P | $1,604,582 | $1,604,582 | $1,604,582 | |
| SHORT TERM PARTNERSHIP CAPITAL GAIN | P | $86,636 | $86,636 | $86,636 | |
| SECTION 1231 LOSS | P | -$5,405 | -$5,405 | $5,405 | |
| SECTION 1256 GAIN | P | $12,429 | $12,429 | $12,429 | |
| GAIN FROM PFICS | P | $1,633,981 | $358,981 | $358,981 | $1,275,000 |
| LONG TERM SALE OF INVESTMENT | P | $3,015,052 | $1,608,179 | $1,608,179 | $1,406,873 |
| SHORT TERM SALE OF INVESTMENT | P | $1,856,229 | $307,979 | $307,979 | $1,548,250 |
| LOSS ON DISPOSAL OF K-1: PARK STREET CAPITAL PRIVATE EQUITY FUND VI LP | P | -$8,767 | -$8,767 | $8,767 | |
| GAIN ON DISPOSAL OF PARTNERSHIP K-1S | P | $4,263 | $4,263 | $4,263 | |
| CAPITAL GAINS DIVIDENDS | P | $191,147 | $191,147 | $191,147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,160,024 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $72,622 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $72,622 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $72,622 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $58,878 | 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 | $128,878 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $56,256 | OverpaymentAmt |
| Applied To ES Tax | $56,256 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GOULSTON STORRS PC | IndividualWithBooksNm |
| Phone | 6174821776 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 ATLANTIC AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021103333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH DEKNATEL | ||||||||
| 400 ATLANTIC AVE | BOSTON | MA | 021103333 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARIA DEKNATEL | ||||||||
| 400 ATLANTIC AVE | BOSTON | MA | 021103333 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GABRIEL DEKNATEL | ||||||||
| 400 ATLANTIC AVE | BOSTON | MA | 021103333 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ALAN ROTTENBERG | ||||||||
| 400 ATLANTIC AVE | BOSTON | MA | 021103333 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DAVID WOOD | ||||||||
| 400 ATLANTIC AVE | BOSTON | MA | 021103333 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MOTT PHILANTHROPIC | |||||
| 800 BOYLSTON STREET | BOSTON | MA | 021998129 | GRANTS MANAGEMENT | $211,586 |
| GOULSTON & STORRS | |||||
| 400 ATLANTIC AVENUE | BOSTON | MA | 021103333 | INVESTMENT/CUSTODIAL/LEGAL | $147,548 |
| CAMBRIDGE ASSOCIATES | |||||
| 100 SUMMER STREET | BOSTON | MA | 02115 | INVESTMENT/CUSTODIAL | $123,693 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE - GRANT MAKING ORGANIZATION | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE - GRANT MAKING ORGANIZATION | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $60,202,703 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,035,254 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,237,957 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $62,237,957 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $933,569 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,304,388 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,065,219 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,065,219 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $72,622 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $72,622 | TotalTaxAmt |
| Distributable Before Adj | $2,992,597 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,992,597 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,992,597 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,203,530 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,203,530 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,992,597 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,484 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $364,994 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,319,697 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,700,175 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,203,530 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,203,530 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $789,067 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $789,067 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $911,108 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $911,108 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $911,108 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BALLOT INITIATIVE STRATEGY CENTER FOUNDATION | ||||||||
| 1815 ADAMS MILL ROAD NW NO 300 | WASHINGTON | DC | 20009 | NONE | 509(A)(1) | GENERAL OPERATING SUPPORT | $20,000 | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | 509(A)(1) | GENERAL SUPPORT IN MEMORY OF SIDNEY & MIRIAM STONEMAN | $10,000 | |
| BOSTON SYMPHONY ORCHESTRA | ||||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NONE | 509(A)(1) | GENERAL SUPPORT IN MEMORY OF SIDNEY & MIRIAM STONEMAN | $5,000 | |
| BROOKLINE COMMUNITY FOUNDATION | ||||||||
| 40 WEBSTER PL | BROOKLINE | MA | 02445 | NONE | 509(A)(1) | GENERAL OPERATING SUPPORT | $20,000 | |
| BROOKLINE FOOD PANTRY | ||||||||
| 210 HARVARD ST | BROOKLINE | MA | 02446 | NONE | 509(A)(1) | GENERAL SUPPORT | $5,000 | |
| CENTER FOR POPULAR DEMOCRACYBLACK ORGANIZING FOR COMMUNITIES | ||||||||
| 449 TROUTMAN STREET SUITE A | BROOKLYN | NY | 11237 | NONE | 509(A)(1) | GENERAL OPERATING SUPPORT | $20,000 | |
| CENTER ON BUDGET AND POLICY PRIORITIES | ||||||||
| 820 FIRST STREET NE SUITE 510 | WASHINGTON | DC | 20002 | NONE | 501(A)(1) | GENERAL OPERATING SUPPORT | $450,000 | |
| COMMUNITY FOUNDATION OF LOUISVILLE | ||||||||
| 325 W MAIN STREET 1110 | LOUISVILLE | KY | 40202 | NONE | 509(A)(1) | GENERAL OPERATIONS | $15,000 | |
| ENDEAVOR GLOBAL INC | ||||||||
| 900 BROADWAY STE 301 | NEW YORK | NY | 10003 | NONE | 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| FAITH IN ACTION | ||||||||
| 999 NORTH CAPITOL STREET NE SUITE | WASHINGTON | DC | 20002 | NONE | 501(A)(1) | GENERAL OPERATING SUPPORT | $50,000 | 200 |
| FUND FOR CONSTITUTIONAL GOVERNMENT FINANCIAL ACCOUNTABILITY AND CORPORATE | ||||||||
| 122 MARYLAND AVENUE NE | WASHINGTON | DC | 20002 | NONE | 509(A)(1) | THE FACT COALITION | $20,000 | |
| GEORGIA BUDGET AND POLICY INSTITUTE INC | ||||||||
| 50 HURT PLZ SE STE 720 | ATLANTA | GA | 30303 | NONE | 509(A)(2) | GENERAL OPERATING SUPPORT | $75,000 | |
| HOPEWELL FUND | ||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | 509(A)(1) | MOVEMENT COOPERATION | $20,000 | |
| INSTITUTE ON TAXATION AND ECONOMIC POLICY | ||||||||
| 1616 P STREET NW | WASHINGTON | DC | 20036 | NONE | 509(A)(1) | GENERAL OPERATING SUPPORT | $50,000 | |
| JEWISH ARTS COLLABORATIVE | ||||||||
| 1320 CENTRE STREET SUITE 201 | NEWTON | MA | 02459 | NONE | 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| KANSAS ACTION FOR CHILDREN INC | ||||||||
| 709 S KANSAS AVE STE 200 | TOPEKA | KS | 66603 | NONE | 509(A)(1) | GENERAL OPERATIONS | $200,000 | |
| KENTUCKY COALITION INC | ||||||||
| 131 N MILL ST | SASSER | KY | 40741 | NONE | 509(A)(1) | GENERAL OPERATIONS | $120,000 | |
| KENTUCKY PUBLIC RADIO | ||||||||
| 619 SOUTH 4TH STREET | LOUISVILLE | KY | 40202 | NONE | 509(A)(1) | THE CENTER FOR INVESTIGATIVE REPORTING | $10,000 | |
| MASSACHUSETTS COMMUNITIES ACTION NETWORK | ||||||||
| 14 CUSHING AVENUE | DORCESTER | MA | 02125 | NONE | 509(A)(1) | GENERAL OPERATING SUPPORT | $10,000 | |
| MONTANA BUDGET AND POLICY CENTER | ||||||||
| 101 N LAST CHANCE GULCH STE 220 | HELENA | MT | 59601 | NONE | 509(A)(2) | GENERAL OPERATING SUPPORT | $50,000 | |
| MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT (KCEP) | ||||||||
| 433 CHESTNUT STREET | BEREA | KY | 40403 | NONE | 509(A)(1) | KENTUCKY CENTER FOR ECONOMIC POLICY | $355,000 | |
| NEW VENTURE FUNDAMERICANS FOR TAX FAIRNESS | ||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | 509(A)(1) | AMERICANS FOR TAX FAIRNESS | $35,000 | |
| NEW YORK WOMEN'S FOUNDATION | ||||||||
| 39 BROADWAY 23RD FLOOR | NEW YORK | NY | 10006 | NONE | 509(A)(1) | GENERAL OPERATIONS | $15,000 | |
| OKLAHOMA POLICY INSTITUTE | ||||||||
| 907 S DETROIT AVE STE 1005 | TULSA | OK | 74120 | NONE | 509(A)(2) | GENERAL OPERATING SUPPORT | $50,000 | |
| THE AMERICAN PROSPECT | ||||||||
| 1225 EYE ST NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | 509(A)(1) | GENERAL OPERATING SUPPORT | $100,000 | |
| THE COMMONWEALTH INSTITUTE FOR FISCAL ANALYSIS | ||||||||
| 1329 E CARY STREET SUITE 202 | RICHMOND | VA | 23219 | NONE | 509(A)(2) | GENERAL OPERATING SUPPORT | $75,000 | |
| THE URBAN INSTITUTE | ||||||||
| 2100 M ST NW | WASHINGTON | DC | 20037 | NONE | 509(A)(2) | TAX POLICY CENTER | $50,000 | |
| TIDES CENTER | ||||||||
| 1013 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | NONE | 509(A)(1) | FLORIDA RIGHTS RESTORATION COALITION EDUCATION FUND | $25,000 | |
| WEST VIRGINIA CENTER ON BUDGET AND POLICY INC | ||||||||
| 723 KANAWHA BLVD E STE 300 | CHARLESTON | WV | 25301 | NONE | 509(A)(2) | GENERAL OPERATING SUPPORT | $50,000 | |
| NAGEL AND ASSOCIATESECONOMIC OPPORTUNITY FUNDERS | ||||||||
| 2704 SEVIER STREET | DURHAM | NC | 27705 | NONE | 509(A)(1) | GENERAL OPERATING SUPPORT | $15,000 | |
| STATE POWER FUND | ||||||||
| 25 E BOARDMAN ST STE 428 | YOUNGSTOWN | OH | 44503 | NONE | 201(C)(3) | GENERAL OPERATING SUPPORT | $20,000 | |
| WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC | ||||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | NONE | GENERAL OPERATING SUPPORT | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,960,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,710,881 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,160,024 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARTNERSHIP PASSTHROUGH | 523000 | -$963 | 14 | $25,010 |
| FEDERAL TAX REFUNDS | 14 | $18,085 | ||
| MISCELLANEOUS RECEIPTS | 14 | $43 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$963 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,914,043 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,913,080 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES - TAX PREP | CategoryTxt |
| Amt | $27,224 | Amt |
| Net Investment Income | $27,224 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INFORMATION ABOUT DIRECTORS & OFFICERS | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VIII, LINE 1 | FormAndLineReferenceDesc |
| Medium Explanation | THE DIRECTORS & OFFICERS OF THE FOUNDATION RECEIVE NO COMPENSATION, BENEFITS OR ANY AMOUNTS FOR SERVING AS DIRECTORS. THE HOURS DEVOTED WERE ON A PART-TIME BASIS, AS NEEDED. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DOMESTIC EQUITY | StockNm |
| EOY Book Value | $5,917,381 | EOYBookValueAmt |
| EOYFMV | $10,936,200 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DOMESTIC BONDS | AT COST | $7,557,345 | $7,760,019 |
| GLOBAL EQUITY | AT COST | $8,986,081 | $11,892,598 |
| HEDGE FUNDS | AT COST | $9,459,091 | $19,877,973 |
| PRIVATE INVESTMENTS | AT COST | $9,076,217 | $11,611,197 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DEDUCTIONS AND LOSSES FROM PASSTHROUGHS | $314,750 | $233,254 | $0 | $0 |
| MISC EXPENSES | $118 | $118 | $0 | $0 |
| FILING FEES | $500 | $500 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP PASSTHROUGH | $24,047 | $25,010 | $0 |
| FEDERAL TAX REFUNDS | $18,085 | $18,085 | |
| MISCELLANEOUS RECEIPTS | $43 | $43 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MOTT FUNDS | Desc |
| BOY Book Value | $50 | BOYBookValueAmt |
| EOY Book Value | $50 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT | $193,860 | $193,860 | $0 | $0 |
| MOTT PHILANTHROPIC | $211,586 | $0 | $0 | $211,586 |
| GOULSTON & STORRS FEES | $101,202 | $69,258 | $0 | $31,944 |
| TRUSTEE FEES | $46,346 | $46,346 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $100,107 | $100,107 | $0 | $0 |
| FEDERAL EXCISE TAX | $20,000 | $0 | $0 | $0 |