2021-11-15T11:09:41-06:00 2020-12-31 043296226 DICICCO GULMAN & COMPANY LLP 150 PRESIDENTIAL WAY SUITE 510 WOBURN MA 01801 990PF 2020-01-01 477017184 CHESTNUT FUND CHES 6174821776 GOULSTON STORRS 400 ATLANTIC A BOSTON MA 02110 ALAN ROTTENBERG TRUSTEE 6174821776 2021-11-15 1 ALAN ROTTENBERG 999009999 LAURA K BAROOSHIAN P00284431 7819375300 2021-11-12 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 73065624 X X 1402368 1401853 2211889 5961954 2211889 7271 19342 0 3621528 3633084 0 0 0 0 0 2800 0 0 2800 12000 12000 0 0 601737 274136 0 327601 158774 38774 0 0 323924 322846 0 0 1099235 647756 0 330401 6859500 6859500 7958735 647756 0 7189901 -4337207 2985328 0 50 1168 1168 5924411 1614374 1612486 1049671 1049671 1049671 6544530 7525851 11908584 42424319 42379294 58493715 54893310 52570358 73065624 50 50 50 50 X 0 0 0 0 54893260 52570308 54893260 52570308 54893310 52570358 54893260 -4337207 2014255 52570308 0 52570308 SHORT TERM SALE OF INVESTMENT P 2372679 2373027 -348 -348 LONG TERM SALE OF INVESTMENT P 1938232 1329402 608830 608830 LONG TERM PARTNERSHIP CAPITAL GAIN P 829740 829740 829740 SHORT TERM PARTNERSHIP CAPITAL GAIN P 373304 373304 373304 SECTION 1231 LOSS P 35847 -35847 -35847 SECTION 1256 LOSS P 1816 -1816 -1816 GAIN FROM VALINOR CAPITAL PARTNERS OFFSHORE FD P 318698 318698 318698 DISPOSITION OF CREDIT OPPORTUNITIES II GRANTOR TRUST P 4939 4153 786 786 DISPOSITION OF SCULPTOR DOMESTIC PARTNERS, LP P 89 5820 -5731 -5731 GAIN ON PARTNERSHIP DISTRIBUTION IN EXCESS OF BASIS P 16775 16775 16775 CAPITAL GAINS DIVIDENDS P 107498 107498 107498 2211889 41496 0 41496 0 41496 75000 0 35000 0 110000 0 68504 68504 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MA 1 0 0 0 0 1 N/A GOULSTON STORRS PC 6174821776 400 ATLANTIC AVENUE BOSTON MA 021103333 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JANE STEIN 400 ATLANTIC AVE BOSTON MA 021103333 TRUSTEE 2.00 0 0 0 ADAM STEIN 400 ATLANTIC AVE BOSTON MA 021103333 TRUSTEE 2.00 0 0 0 GERDA STEIN 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 NONE 0 MOTT PHILANTHROPIC 800 BOYLSTON STREET BOSTON MA 021998129 GRANTS MANAGEMENT 254075 GOULSTON & STORRS 400 ATLANTIC AVENUE BOSTON MA 021103333 INVESTMENT/CUSTODIAL/LEGAL 141467 CAMBRIDGE ASSOCIATES 100 SUMMER STREET BOSTON MA 02115 INVESTMENT/CUSTODIAL 132521 0 NONE - GRANT MAKING ORGANIZATION 0 NONE - GRANT MAKING ORGANIZATION 0 0 63751501 2253130 0 66004631 0 0 66004631 990069 65014562 3250728 3250728 41496 41496 3209232 0 3209232 0 3209232 7189901 0 7189901 0 7189901 3209232 0 0 280459 2006760 2287219 7189901 0 0 0 3209232 3980669 0 0 6267888 0 0 0 0 0 0 280459 5987429 2006760 3980669 X ALLIANCE FOR YOUTH ORGANIZING 915 15TH ST NW WASHINGTON DC 20001 NONE 509(A)(1) GENERAL OPERATING SUPPORT 175000 BALLOT INITIATIVE STRATEGY CENTER FOUNDATION 1815 ADAMS MILL ROAD NW NO 300 WASHINGTON DC 20009 NONE 509(A)(1) GENERAL OPERATING SUPPORT 30000 CENTER ON BUDGET AND POLICY PRIORITIES 820 FIRST STREET NE SUITE 510 WASHINGTON DC 20002 NONE 509(A)(1) GENERAL OPERATING SUPPORT 695000 CONNECTICUT VOICES FOR CHILDREN 33 WHITNEY AVENUE NEW HAVEN CT 06510 NONE 509(A)(1) GENERAL OPERATING SUPPORT 150000 FAITH IN ACTION 999 NORTH CAPITOL STREET NE SUITE 200 WASHINGTON DC 20002 NONE 509(A)(1) GENERAL OPERATING SUPPORT 75000 FUND FOR CONSTITUTIONAL GOVERNMENT 122 MARYLAND AVENUE NE WASHINGTON DC 20002 NONE 509(A)(1) THE FACT COALITION 30000 INSTITUTE ON TAXATION AND ECONOMIC POLICY 1616 P STREET NW WASHINGTON DC 20036 NONE 509(A)(1) GENERAL OPERATING SUPPORT 75000 IOWA POLICY PROJECT 20 E MARKET STREET IOWA CITY IA 52245 NONE 509(A)(1) GENERAL OPERATING SUPPORT 100000 MAINE PEOPLE'S RESOURCE CENTER 565 CONGRESS ST STE 200 PORTLAND ME 04101 NONE 509(A)(1) GENERAL OPERATING SUPPORT 105000 MASSACHUSETTS COMMUNITIES ACTION NETWORK 14 CUSHING AVENUE DORCHESTER MA 02125 NONE 509(A)(1) GENERAL OPERATING SUPPORT 20000 MINNESOTA COUNCIL OF NONPROFITS 2314 UNIVERSITY AVE STE 20 ST PAUL MN 55114 NONE 509(A)(1) MINNESOTA BUDGET PROJECT 100000 NEO PHILANTHROPY FUNDERS COMMITTEE FOR CIVIC PARTICIPATION SUPPORT PROPOSA 45 WEST 36TH STREET 6TH FLOOR NEW YORK NY 10018 NONE 509(A)(1) GENERAL OPERATING SUPPORT 15000 NEW VENTURE FUNDAMERICANS FOR TAX FAIRNESS 1201 CONNECTICUT AVE NW SUITE 300 WASHINGTON DC 20036 NONE 509(A)(1) AMERICANS FOR TAX FAIRNESS 40000 ONE ACRE FUND 1954 FIRST ST 183 HIGHLAND PARK IL 60035 NONE 509(A)(1) GENERAL OPERATING SUPPORT 2500000 OREGON CENTER FOR PUBLIC POLICY PO BOX 69127 PORTLAND OR 97239 NONE 509(A)(1) GENERAL OPERATING SUPPORT 175000 PROGRESS MICHIGAN EDUCATIONWE THE PEOPLE 614 SEYMOUR AVE LANSING MI 48933 NONE 509(A)(1) GENERAL OPERATING SUPPORT 225000 PUBLIC ASSETS INSTITUTE (VT) PO BOX 942 MONTPELIER VT 05601 NONE 509(A)(1) GENERAL OPERATING SUPPORT 75000 STATE VOICES 1625 MASSACHUSETTS AVENUE NW SUITE 308 WASHINGTON DC 20036 NONE 509(A)(1) GENERAL OPERATING SUPPORT 100000 THE AMERICAN PROSPECT 1225 EYE ST NW SUITE 600 WASHINGTON DC 20005 NONE 509(A)(1) WRITING FELLOWS 75000 THE ECONOMIC PROGRESS INSTITUTE 600 MOUNT PLEASANT AVENUE PROVIDENCE RI 02908 NONE 509(A)(1) GENERAL OPERATING SUPPORT 100000 THE MAINE CENTER FOR ECONOMIC POLICY PO BOX 437 AUGUSTA ME 04332 NONE 509(A)(1) GENERAL OPERATING SUPPORT 170000 THE URBAN INSTITUTE 2100 M ST NW WASHINGTON DC 20037 NONE 509(A)(2) TAX POLICY CENTER 75000 TIDES FOUNDATIONORGANIZING EMPOWEMENT FUND PO BOX 29903 SAN FRANCISCO CA 94129 NONE 509(A)(1) GENERAL OPERATING SUPPORT 225000 TRIANGLE COMMUNITY FOUNDATION PO BOX 12729 DURHAM NC 27709 NONE 509(A)(1) EMMA'S FUND 25000 WASHINGTON PROGRESS FUND 1402 3RD AVENUE STE 201 SEATTLE WA 98101 NONE 509(A)(1) GENERAL OPERATING SUPPORT 140000 WASHINGTON STATE BUDGET AND POLICY CENTER 1402 3RD AVENUE SUITE 1215 SEATTLE WA 98101 NONE 509(A)(1) GENERAL OPERATING SUPPORT 194000 WISCONSIN VOICES INC 633 SHAWLEY RD STE 112 MILWAUKEE WI 53214 NONE 509(A)(1) GENERAL OPERATING SUPPORT 325000 HOPEWELL FUND 1201 CONNECTICUT AVE NW SUITE 300 WASHINGTON DC 20036 NONE 509(A)(1) THE MOVEMENT INSTITUTE 50000 SO OTHERS MIGHT EAT 71 O ST NW WASHINGTON DC 20001 NONE 509(A)(1) GENERAL OPERATING SUPPORT 10000 URBAN MINISTRIES OF WAKE COUNTY INC 1390 CAPITAL BLVD RALEIGH NC 27603 NONE 509(A)(1) GENERAL OPERATING SUPPORT 15000 NEW MEXICO VOICES FOR CHILDREN 625 SILVER AVE SW ALBUQUERQUE NM 87102 NONE 509(A)(1) GENERAL OPERATING SUPPORT 300000 FUSE EDUCATION FUND 1402 3RD AVENUE SEATTLE WA 98101 NONE 509(A)(1) GENERAL OPERATING SUPPORT 66000 CHINESE FOR AFFIRMATIVE ACTION 17 WALTER U LUM PL SAN FRANCISCO CA 94108 NONE 509(A)(1) VOTER EDUCATION FOR CHINESE - LANGUAGE SPEAKING COMMUNITY MEMBERS (VFPA) 6000 NORTH CAROLINA JUSTICE AND COMMUNITY DEVELOPMENT CENTER 224 S DAWSON ST RALEIGH NC 27601 NONE 509(A)(1) ENGAGING LOW PROPENSITY VOTERS THROUGH INFORMATIONAL CAMPAIGN ON THE IMPORTANCE OF THE SAFETY NET IN NORTH CAROLINA 33000 NEW VENTURE FUNDTRUSTED ELECTIONS FUND 1200 17TH STREET NW SUITE 300 WASHINGTON DC 20036 NONE 509(A)(1) TRUSTED ELECTIONS FUND 112500 PUSHBLACK 700 12TH ST NW STE 700 PMB 90791 WASHINGTON DC 20005 NONE 509(A)(1) GENERAL OPERATING SUPPORT 125000 LIVING WELL KENT COLLABORATIVE 24604 104TH AVE SE SUITE 102 KENT WA 98030 NONE 509(A)(1) MY CIVICO 28000 PROGEORGIA STATE TABLE INC 151 ELLIS ST NE ATLANTA GA 30303 NONE 509(A)(1) GENERAL OPERATING SUPPORT 100000 6859500 0 14 1402368 18 2211889 PARTNERSHIP PASSTHROUGH 523000 -12071 14 17712 MISCELLANEOUS RECEIPTS 14 1630 -12071 3633599 0 3621528 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES - TAX PREP 12000 12000 0 0 INFORMATION ABOUT DIRECTORS & OFFICERS FORM 990-PF, PART VIII, LINE 1 THE DIRECTORS & OFFICERS OF THE FOUNDATION RECEIVE NO COMPENSATION, BENEFITS OR ANY AMOUNTS FOR SERVING AS DIRECTORS. THE HOURS DEVOTED WERE ON A PART-TIME BASIS, AS NEEDED. DOMESTIC EQUITY 7525851 11908584 DOMESTIC BONDS AT COST 8294482 8853554 GLOBAL EQUITY AT COST 10805820 14944658 HEDGE FUNDS AT COST 12337589 23721395 PRIVATE INVESTMENTS AT COST 10941403 10974108 LEGAL FEES 2800 0 0 2800 DEDUCTIONS FROM PASSTHROUGHS 323312 322234 0 0 MISC. 112 112 0 0 FILING FEES 500 500 0 0 PARTNERSHIP PASSTHROUGH 5641 17712 0 MISCELLANEOUS RECEIPTS 1630 1630 0 INVESTMENT COST BASIS ADJUSTMENT 2014255 MOTT FUNDS 50 50 INVESTMENT MANAGEMENT 198195 198195 0 0 MOTT PHILANTHROPIC 254075 0 0 254075 GOULSTON & STORRS FEES 141467 75941 0 65526 CONSULTING 8000 0 0 8000 FOREIGN TAXES 27246 27246 0 0 FEDERAL EXCISE TAX 120000 0 0 0 STATE TAXES 11528 11528 0 0