2025-11-14T10:58:05-06:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 150 PRESIDENTIAL WAY SUITE 510 WOBURN MA 01801 990PF 2024-01-01 477017224 LIMESTONE FOUNDATION LIME 6174821776 GOULSTON STORRS 1 POST OFFICE BOSTON MA 021092115 ALAN ROTTENBERG TRUSTEE 6174821776 2025-11-13 1 1 JAMES R DOWNING P01229332 7819375300 2025-11-13 2024 2025-03-06 01:10:19Z X X 59370877 X X 981304 960867 7355956 17172264 7348480 226756 216898 0 8564016 8526245 0 0 0 0 0 30918 15459 0 15459 610101 261223 0 348878 43204 28204 0 0 254630 249140 0 0 938853 554026 0 364337 2470000 2470000 3408853 554026 0 2834337 5155163 7972219 0 17235 7212 7212 1274808 810851 805303 7912787 12152338 16335727 31875012 33264604 42222635 41079842 46235005 59370877 50 50 50 50 X 0 0 0 0 41079792 46234955 41079792 46234955 41079842 46235005 41079792 5155163 0 46234955 0 46234955 LONG TERM SALE OF INVESTMENT P 8072318 5273536 2798782 2798782 SHORT TERM SALE OF INVESTMENT P 3023724 2908841 114883 114883 SHORT TERM PARTNERSHIP CAPITAL LOSS P 12986 -12986 -12986 LONG TERM PARTNERSHIP CAPITAL GAIN P 447091 7476 439615 439615 SECTION 1231 LOSS P 1204 -1204 -1204 SECTION 1256 GAIN P 1665 1665 1665 GAINS FROM GENERATION IM GLOBAL EQUITY A SHARES P 3000000 3000000 3000000 GAINS FROM TACONIC OPPORTUNITY OFFSHORE FUND LTD P 647007 572212 74795 74795 GAINS FROM VARADERO INTERNATIONAL LTD. P 328540 234375 94165 94165 GAINS FROM SELECT EQUITY OFFSHORE FUND LTD P 1303111 750000 553111 553111 LOSS ON SALE OF MIT PRIVATE EQUITY FUND LP II P 5556 32082 -26526 -26526 GAIN ON REDEMPTION OF PARK STREET CAPITAL NATURAL RESOURCE FUND II LP P 8505 7664 841 841 LOSS ON REDEMPTION OF PARK STREET CAPITAL PRIVATE EQUITY FUND VII LP P 17119 23408 -6289 -6289 CAPITAL GAINS DIVIDENDS P 317628 317628 317628 7348480 110814 0 110814 0 110814 58206 0 140000 0 198206 0 87392 87392 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 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 NONE 0 MOTT PHILANTHROPIC 800 BOYLSTON STREET BOSTON MA 021998129 GRANTS MANAGEMENT 285161 GOULSTON & STORRS 400 ATLANTIC AVENUE BOSTON MA 021103333 INVESTMENT/CUSTODIAL/LEGAL 132338 CAMBRIDGE ASSOCIATES 100 SUMMER STREET BOSTON MA 02115 INVESTMENT/CUSTODIAL 117739 0 NONE - GRANT MAKING ORGANIZATION 0 NONE - GRANT MAKING ORGANIZATION 0 0 56929420 2073245 0 59002665 0 0 59002665 885040 58117625 2905881 2905881 110814 137 110951 2794930 0 2794930 0 2794930 2834337 0 2834337 2794930 0 0 437152 894332 1331484 2834337 0 0 0 2794930 39407 0 0 1370891 0 0 0 0 0 0 0 1370891 437152 894332 39407 X ARIZONA COMMUNITY FOUNDATION 2201 E CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 NONE 501(C)(3) GENERAL OPERATING SUPPORT 15000 BALLOT INITIATIVE STRATEGY CENTER FOUNDATION 1815 ADAMS MILL ROAD NW NO 300 WASHINGTON DC 20009 NONE 509(A)(1) GENERAL OPERATING SUPPORT 50000 BETH ISRAEL DEACONESS MEDICAL CENTER 330 BROOKLINE AVE BOSTON MA 02215 NONE 509(A)(1) GENERAL SUPPORT IN MEMORY OF SIDNEY & MIRIAM STONEMAN 10000 BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVE BOSTON MA 02115 NONE 509(A)(1) GENERAL SUPPORT IN MEMORY OF SIDNEY & MIRIAM STONEMAN 5000 BROOKLINE COMMUNITY FOUNDATION 40 WEBSTER PL BROOKLINE MA 02445 NONE 509(A)(1) GENERAL OPERATING SUPPORT 20000 BROOKLINE FOOD PANTRY 210 HARVARD ST BROOKLINE MA 02446 NONE 509(A)(1) GENERAL SUPPORT 5000 CENTER ON BUDGET AND POLICY PRIORITIES 820 FIRST STREET NE SUITE 510 WASHINGTON DC 20002 NONE 501(A)(1) GREENSTEIN FUND FOR A JUST FUTURE 505000 CODE FOR AMERICA LABS INC 972 MISSION ST 5TH FLOOR SAN FRANCISCO CA 94103 NONE 501(C)(3) GENERAL OPERATING SUPPORT 25000 COMMUNITY FOUNDATION OF LOUISVILLE 325 W MAIN STREET 1110 LOUISVILLE KY 40202 NONE 509(A)(1) GENERAL OPERATIONS 5000 ENDEAVOR GLOBAL INC 900 BROADWAY STE 301 NEW YORK NY 10003 NONE 509(A)(1) GENERAL OPERATING SUPPORT 5000 HOPEWELL FUND 1201 CONNECTICUT AVE NW SUITE 300 WASHINGTON DC 20036 NONE 509(A)(1) MOVEMENT COOPERATION 75000 JEWISH ARTS COLLABORATIVE 1320 CENTRE STREET SUITE 201 NEWTON MA 02459 NONE 509(A)(1) GENERAL OPERATING SUPPORT 5000 KENTUCKY CIVIC ENGAGEMENT TABLE INC 2508 PORTLAND AVE STE 14 LOUISVILLE KY 40212 NONE 501(A)(1) GENERAL OPERATING SUPPORT 150000 KENTUCKY COALITION INC 131 N MILL ST SASSER KY 40741 NONE 509(A)(1) GENERAL OPERATIONS 150000 KENTUCKY PUBLIC RADIO 619 SOUTH 4TH STREET LOUISVILLE KY 40202 NONE 509(A)(1) THE CENTER FOR INVESTIGATIVE REPORTING 20000 MONTANA BUDGET AND POLICY CENTER 101 N LAST CHANCE GULCH STE 220 HELENA MT 59601 NONE 509(A)(2) GENERAL OPERATING SUPPORT 75000 NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE 4805 MOUNT HOPE DR BALTIMORE MD 21215 NONE 501(C)(4) GENERAL OPERATING SUPPORT 75000 NATIVE PEOPLES ACTION COMMUNITY FUND PO BOX 210914 ANCHORAGE AK 99521 NONE 501(C)(3) GENERAL OPERATING SUPPORT 50000 NEO PHILANTHROPY INC 1001 AVENUE OF THE AMERICAS 12TH FLOOR NEW YORK NY 10018 NONE 501(C)(3) GENERAL OPERATING SUPPORT 75000 NEW JERSEY POLICY PERSPECTIVE 137 W HANOVER ST TRENTON NJ 08618 NONE 501(C)(3) GENERAL OPERATING SUPPORT 75000 NEW MEXICO VOICES FOR CHILDREN 625 SILVER AVE SW SUITE 195 ALBUQUERQUE NM 87102 NONE 501(C)(3) GENERAL OPERATING SUPPORT 300000 NEW VENTURE FUNDAMERICANS FOR TAX FAIRNESS 1201 CONNECTICUT AVE NW SUITE 300 WASHINGTON DC 20036 NONE 509(A)(1) AMERICANS FOR TAX FAIRNESS 75000 OKLAHOMA POLICY INSTITUTE 907 S DETROIT AVE STE 1005 TULSA OK 74120 NONE 509(A)(2) GENERAL OPERATING SUPPORT 75000 STATE POWER FUND 25 E BOARDMAN ST STE 428 YOUNGSTOWN OH 44503 NONE 201(C)(3) GENERAL OPERATING SUPPORT 150000 THE ALLUVIAL COLLECTIVE 2906 N STATE ST STE 204 JACKSON MS 39216 NONE 501(C)(3) GENERAL OPERATING SUPPORT 75000 THE AMERICAN PROSPECT 1225 EYE ST NW SUITE 600 WASHINGTON DC 20005 NONE 509(A)(1) GENERAL OPERATING SUPPORT 50000 TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK 622 WEST 113TH STREET MAIL CODE 4524 NEW YORK NY 10025 NONE 501(C)(3) GENERAL OPERATING SUPPORT 25000 WEST VIRGINIA CENTER ON BUDGET AND POLICY INC 723 KANAWHA BLVD E STE 300 CHARLESTON WV 25301 NONE 509(A)(2) GENERAL OPERATING SUPPORT 50000 KENTUCKY CENTER FOR ECONOMIC POLICY INC 433 CHESTNUT STREET BEREA KY 40403 NONE 501(A)(1) GENERAL OPERATIONS 275000 2470000 0 14 981304 18 7355956 PARTNERSHIP PASSTHROUGH 523000 9858 14 216711 MISCELLANEOUS RECEIPTS 14 187 9858 8554158 0 8564016 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES - TAX PREP 30918 15459 0 15459 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 12152338 16335727 DOMESTIC BONDS AT COST 7562827 7092565 GLOBAL EQUITY AT COST 5206872 6488994 HEDGE FUNDS AT COST 10030172 16690254 PRIVATE INVESTMENTS AT COST 10464733 11950822 DEDUCTIONS AND LOSSES FROM PASSTHROUGHS 251674 248311 0 0 MISCELLANEOUS EXPENSES 2456 329 0 0 FILING FEES 500 500 0 0 PARTNERSHIP PASSTHROUGH 226569 216711 0 MISCELLANEOUS RECEIPTS 187 187 0 MOTT FUNDS 50 50 INVESTMENT MANAGEMENT 192602 192602 0 0 MOTT PHILANTHROPIC 285161 0 0 285161 GOULSTON & STORRS FEES 132338 68621 0 63717 FOREIGN TAXES 28204 28204 0 0 FEDERAL EXCISE TAX 15000 0 0 0