RICHARD K LUBIN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD K LUBIN FAMILY FOUNDATION (EIN 22-2773808)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349103029
- Schema version
- 2024v5.2
- 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
- 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 | 2025-11-14T14:56:47-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $324,325,654 | 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 | $17,589,109 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,917,697 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,850,432 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,085,084 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,083,954 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,296,857 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $45,854,621 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,255,759 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,564,044 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,704,692 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $47,452,791 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,894,837 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $703,095 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $703,095 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $34,627 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $34,627 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,088,412 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $510,690 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $67,379 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $576,258 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $84,182 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $43,076 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $146,340 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $146,340 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,040 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,040 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $69,632 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $66,506 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,632,204 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $600,272 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,064,063 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,099,787 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,099,787 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,731,991 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $600,272 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,163,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,720,800 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,294,565 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,595,332 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,046,541 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,046,541 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $175,642,479 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $212,308,708 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $313,256,611 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,022,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $22,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $22,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $198,260,311 | TotalAssetsBOYAmt |
| Total Assets EOY | $223,377,751 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $324,325,654 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $432,794 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,682,250 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $432,794 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,682,250 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $197,827,517 | CapitalStockBOYAmt |
| Capital Stock EOY | $221,695,501 | 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 | $197,827,517 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $221,695,501 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $198,260,311 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $223,377,751 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $197,827,517 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,720,800 | ExcessRevenueOverExpensesAmt |
| Other Increases | $91,634 | OtherIncreasesAmt |
| Subtotal | $231,639,951 | SubtotalAmt |
| Other Decreases | $9,944,450 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $221,695,501 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| BIL, LTD | P | 2023-01-01 | 2024-07-01 | $75,639 | $75,639 | $75,639 | |
| CHARLES SCHWAB #1984 (AVAILABLE UPON REQUEST) | P | 2024-01-01 | 2024-07-01 | $1,424,091 | $5,728 | $5,728 | $1,418,363 |
| FROM K-1 - CRA FUND II | P | 2023-01-01 | 2024-07-01 | $941,291 | $931,803 | $931,803 | $9,488 |
| FROM K-1 - CRA FUND II | P | 2024-01-01 | 2024-07-01 | $254,229 | $253,709 | $253,709 | $520 |
| FROM K-1 - FORTRESS CREDIT OPP FUND VI(B) | P | 2024-01-01 | 2024-07-01 | $2,593 | $2,593 | $2,593 | |
| FROM K-1 - HIGHVISTA II | P | 2023-01-01 | 2024-07-01 | $591,563 | $577,378 | $577,378 | $14,185 |
| FROM K-1 - HIGHVISTA II | P | 2024-01-01 | 2024-07-01 | $253,261 | $246,092 | $246,092 | $7,169 |
| FROM K-1 - SEARCHLIGHT CAPITAL IV CVL | P | 2024-01-01 | 2024-07-01 | $2,382 | $2,382 | $2,382 | |
| FROM K-1 - SEARCHLIGHT CAPITAL IV CVL | P | 2024-01-01 | 2024-07-01 | $9,736 | $0 | $0 | $9,736 |
| FROM K-1 - STOCKBRIDGE COINVESTORS | P | 2024-01-01 | 2024-07-01 | -$26,992 | -$26,992 | $26,992 | |
| FROM K-1 - STOCKBRIDGE COINVESTORS | P | 2023-01-01 | 2024-07-01 | $1,367,991 | $1,367,991 | $1,367,991 | |
| FROM K-1 - THRIVE CAPITAL PARTNERS IX GROWTH | P | 2024-01-01 | 2024-07-01 | $839 | $839 | $839 | |
| FROM K-1 - WGI EMERGING MARKETS | P | 2023-01-01 | 2024-07-01 | -$173,519 | -$173,519 | $173,519 | |
| FROM K-1 - WGI EMERGING MARKETS | P | 2024-01-01 | 2024-07-01 | -$3,738 | -$3,738 | $3,738 | |
| GOLDENTREE | P | 2023-01-01 | 2024-07-01 | $20,431 | $20,431 | $20,431 | |
| GOLDMAN SACHS #1059 (AVAILABLE UPON REQUEST) | P | 2023-01-01 | 2024-07-01 | $2,590,579 | $7,137 | $7,137 | $2,583,442 |
| GOLDMAN SACHS #6855 (AVAILABLE UPON REQUEST) | P | 2023-01-01 | 2024-07-01 | $8,972,343 | -$5,541 | -$5,541 | $8,977,884 |
| GOLDMAN SACHS #9084 (AVAILABLE UPON REQUEST) | P | 2023-01-01 | 2024-07-01 | $14,114,554 | $13,833,697 | $13,833,697 | $280,857 |
| GOLDMAN SACHS #9092 (AVAILABLE UPON REQUEST) | P | 2024-01-01 | 2024-07-01 | $5,000,818 | $1,081,681 | $1,081,681 | $3,919,137 |
| GOLDMAN SACHS #9092 (AVAILABLE UPON REQUEST) | P | 2023-01-01 | 2024-07-01 | $8,611,465 | $2,452,250 | $2,452,250 | $6,159,215 |
| HCIF OFFSHORE LP | P | 2023-01-01 | 2024-07-01 | $21,045 | $21,045 | $21,045 | |
| MORGAN STANLEY #9007 (AVAILABLE UPON REQUEST) | P | 2023-01-01 | 2024-07-01 | $752,823 | $109,195 | $109,195 | $643,628 |
| MORGAN STANLEY #9007 (AVAILABLE UPON REQUEST) | P | 2024-01-01 | 2024-07-01 | $285,966 | -$85,023 | -$85,023 | $370,989 |
| POPLAR LP | P | 2023-01-01 | 2024-07-01 | $560,982 | $560,982 | $560,982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,255,759 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $407,194 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $407,194 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $407,194 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $298,549 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $253,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $551,549 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $144,355 | OverpaymentAmt |
| Applied To ES Tax | $144,355 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | 2.00 | $0 | $0 | $0 |
| GREG WOODS | |||||||||
| C/O CASTLE ROCK ADVISORS 200 | CLARENDON STREET 35TH FLOOR | BOSTON | MA | 02116 | TRUSTEE | 2.00 | $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 | $390,500 | $20,700 | $1,131 | |
| MEGHAN MAZUROWSKI | |||||||||
| 32 FLEET STREET | BOSTON | MA | 02113 | PROGRAM OFFICER | 40.00 | $98,404 | $6,349 | $540 | |
| RACHEL GUERETTE | |||||||||
| 200 COTTAGE STREET | PAWTUCKET | RI | 02860 | MANAGER, GRANTS AND | 40.00 | $85,069 | $5,317 | $753 | |
| EMILY WOODS | |||||||||
| C/O CASTLE ROCK ADVISORS 200 | BOSTON | MA | 02116 | DIRECTOR OF EDUCATIO | 20.00 | $65,000 | $1,300 | $0 | CLARENDON STREET |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HALL CAPITAL | |||||
| 850 THIRD AVENUE 19TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT MANAGEMENT | $176,217 |
| GOLDMAN SACHS | |||||
| 125 HIGH STREET 20TH FLOOR | BOSTON | MA | 021102704 | INVESTMENT MANAGEMENT | $136,962 |
| MORGAN STANLEY | |||||
| 28 STATE STREET 26TH FLOOR | BOSTON | MA | 02109 | INVESTMENT MANAGEMENT | $122,713 |
| CHARLES SCHWAB | |||||
| 3000 SCHWAB WAY | WESTLAKE | TX | 76262 | INVESTMENT MANAGEMENT | $28,332 |
| TECH SUPERPOWERS LLC | |||||
| 500 HARRISON AVENUE STE 108 | BOSTON | MA | 02118 | IT | $22,078 |
| 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 | $155,982,215 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,594,022 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $135,964,778 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $302,541,015 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $302,541,015 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,538,115 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $298,002,900 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,900,145 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,900,145 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $407,194 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $11,992 | IncomeTaxAmt |
| Total Tax | $419,186 | TotalTaxAmt |
| Distributable Before Adj | $14,480,959 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,480,959 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,480,959 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,163,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,163,850 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,480,959 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,994,576 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,163,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,994,576 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $169,274 | 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 | $14,311,685 | 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 (154 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 |
| ANN NORTON SCULTURE GARDENS | |||||||
| 253 BARCELONA ROAD | WEST PALM BEACH | FL | 33401 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,500 |
| ARTISTS FOR HUMANITY | |||||||
| 100 W 2ND STREET | BOSTON | MA | 02127 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $120,000 |
| 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. | $251,000 |
| 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. | $15,000 |
| BOSTON CHILDRENS HOSPITAL | |||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $150,000 |
| BOSTON CHILDRENS MUSEUM | |||||||
| 308 CONGRESS STREET | BOSTON | MA | 02210 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $50,000 |
| BOSTON COMM PEDIATRICS | |||||||
| 527 ALBANY ST 200 | BOSTON | MA | 02118 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| BOSTON EDUCATIONAL DEVELOPMENT | |||||||
| 7 PALMER STREET 2ND FLOOR | ROXBURY | MA | 02119 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $300,000 |
| 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 MEDFLIGHT | |||||||
| 150 HANSCOM DRIVE | BEDFORD | MA | 01730 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| BOSTON MEDICAL CENTER | |||||||
| ONE MEDICAL CENTER PLACE | BOSTON | MA | 02118 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $50,000 |
| 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 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 PUBLIC SCHOOLS | |||||||
| 700 BOYLSTON STREET | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $412,500 |
| BOSTON SYMPHONY ORCHESTRA | |||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $110,000 |
| 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 |
| BOTTOM LINE | |||||||
| 500 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| BOWDOIN COLLEGE | |||||||
| 5000 SOUTH STREET | BRUNSWICK | ME | 04011 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $100,000 |
| 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 CLUB OF PALM BEACH | |||||||
| 800 NORTHPOINT PKWY 204 | WEST PALM BEACH | FL | 33401 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| 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 |
| BRAVO VAIL VALLEY MUSIC FESTIVAL | |||||||
| 2271 N FRONTAGE ROAD WEST SUITE C | VAIL | CO | 81657 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| BRIGHAM & WOMEN'S HOSPITAL | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $50,000 |
| BROOKLINE GREEN SPACE ALLIANCE | |||||||
| 370 WASHINGTON STREET | BROOKLINE | MA | 02445 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,500 |
| BROWN UNIVERSITY | |||||||
| PO BOX 1876 | PROVIDENCE | RI | 02912 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $20,000 |
| 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. | $40,000 |
| CELEBRITY SERIES OF BOSTON | |||||||
| 20 PARK PLAZA 1032 | BOSTON | MA | 02116 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $55,000 |
| CELLOBELLO | |||||||
| 1200 WASHINGTON STREET SUITE 320 | BOSTON | MA | 02118 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $50,000 |
| CENTER FOR FAMILY SERVICES OF PALM BEACH COUNTY | |||||||
| 4101 PARKER AVE | WEST PALM BEACH | FL | 33405 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| CHAMBER MUSIC SOCIETY OF PALM BEACH | |||||||
| 340 ROYAL POINCIANA WAY STE 317-171 | WEST PALM BEACH | FL | 33480 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| 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. | $225,585 |
| CHILDRENS SERVICES OF ROXBURY | |||||||
| 504-520 DUDLEY STREET | ROXBURY | MA | 02119 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $25,000 |
| COLLAGE NEW MUSIC | |||||||
| PO BOX 230150 | BOSTON | MA | 02123 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $100,000 |
| COMMUNITY FOUNDATION OF NANTUCKET | |||||||
| 117 ORANGE STREET | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| 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. | $130,000 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,063,317 |
| 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. | $10,000 |
| EDVESTORS | |||||||
| 142 BERKELEY STREET SUITE 410 | BOSTON | MA | 02116 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $65,000 |
| EMERALD NECKLACE CONSERVANCY | |||||||
| 125 FENWAY | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $15,000 |
| 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 |
| FAIRWINDS NANTUCKETS BEHAVIORAL HEALTH CENTER | |||||||
| 20 VESPER LANE | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| FAIRWINDS NANTUCKETS COUNSEL | |||||||
| 20 VESPER LANE | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| 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 |
| FIRST SERVE | |||||||
| PO BOX 1353 | WEST PALM BEACH | FL | 33402 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| 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 |
| 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. | $12,000 |
| GOOD SHEPERD COMMUNITY CARE | |||||||
| 160 WELLS AVENUE | NEWTON | MA | 02459 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| HANDEL & HAYDN SOCIETY | |||||||
| 300 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $30,000 |
| HEBREW SENIOR LIFE | |||||||
| 1200 CENTRE STREET | ROSLINDALE | MA | 02131 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,500 |
| HISTORIC NEW ENGLAND | |||||||
| OTIS HOUSE 141 CAMBRIDGE STREET | BOSTON | MA | 02114 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $6,000 |
| 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. | $50,000 |
| HOUSING NANTUCKET | |||||||
| 75 OLD SOUTH ROAD | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| INSTITUTE OF CONTEMPORARY ART | |||||||
| 25 HARBOR SHORE DRIVE | BOSTON | MA | 02210 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $100,000 |
| ISABELLA STEWART GARDNER MUSEUM | |||||||
| 25 EVANS WAY | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $105,000 |
| JEWISH FEDERATION OF PALM BEACH | |||||||
| 1 HARVARD CIRC 100 | WEST PALM BEACH | FL | 33409 | 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 |
| 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 |
| MANDEL JCC OF THE PALM BEACH | |||||||
| 5221 HOOD ROAD | PALM BEACH GARDENS | FL | 33418 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,500 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $55,000 |
| 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. | $7,500 |
| MUSEUM OF FINE ARTS - BOSTON | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,130,000 |
| MUSEUM OF SCIENCE | |||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $50,000 |
| MUSICONNECTS | |||||||
| 20 BELGRADE AVENUE | 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. | $50,000 |
| 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. | $25,000 |
| NANTUCKET COTTAGE HOSPITAL | |||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $50,000 |
| NANTUCKET DREAMLAND | |||||||
| 17 S WATER STREET | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $20,000 |
| NANTUCKET GOLF CLUB FOUNDATION | |||||||
| 250 MILESTONE ROAD | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $14,000 |
| NANTUCKET HISTORICAL ASSOCIATION | |||||||
| 15 BROAD STREET | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| NANTUCKET MARIA MITCHELL ASSOCIATION | |||||||
| 33 WASHINGTON STREET | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| 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. | $70,000 |
| NANTUCKET RESOURCE PARTNERSHIP | |||||||
| PO BOX 2203 | NANTUCKET | MA | 025842203 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $2,500 |
| NEW ENGLAND AQUARIUM | |||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $50,000 |
| NEW ENGLAND CONSERVATORY | |||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $275,000 |
| 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. | $5,000 |
| NOW & THERE | |||||||
| 186 SOUTH STREET STE 302 | BOSTON | MA | 02111 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $205,000 |
| OGLEBAY FOUNDATION | |||||||
| 255 MANSION DR | WHEELING | WV | 26003 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| OPPORTUNITY INC OF PALM BEACH COUNTY | |||||||
| 420 BOYLSTON ST 4 | WESTGATE AVE | FL | 33409 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $12,500 |
| OUR HOUSE | |||||||
| 5 WHEROWHERO LN | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| OXBRIDGE ACADEMY | |||||||
| 3151 N MILITARY TRL | WEST PALM BEACH | FL | 33409 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $27,000 |
| PALM BEACH COUNTRY CLUB FOUNDATION | |||||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 33480 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| PALM BEACH SYNAGOGUE | |||||||
| 120 N COUNTY ROAD | PALM BEACH | FL | 33480 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| PARK SCHOOL CORPORATION | |||||||
| 171 GODDARD AVENUE | BROOKLINE | MA | 02445 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $155,000 |
| 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. | $4,785 |
| PINE STREET INN | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| PINK AGENDA INC | |||||||
| 28 W 44TH STREET 609 | NEW YORK | NY | 10036 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| PORTLAND COMMUNITY SQUASH | |||||||
| PO BOX 10412 | PORTLAND | ME | 04104 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $15,000 |
| 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. | $5,000 |
| 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 |
| ROSE KENNEDY GREENWAY CONSERVANCY | |||||||
| 185 KNEELAND ST FLOOR 2 | BOSTON | MA | 02111 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $75,000 |
| 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 |
| SELFLESS LOVE FOUNDATION INC | |||||||
| 1095 MILITARY TRAIL 1033 | JUPITER | FL | 33458 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| 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. | $15,000 |
| 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. | $50,000 |
| 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. | $130,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| 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 |
| STONE LANTERN FILMS | |||||||
| 28 HILLSIDE AVE | SAFFERN | NY | 10901 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $17,000 |
| SUMMER SEARCH | |||||||
| 3840 WASHINGTON STREET SUITE 2 | JAMAICA PLAIN | MA | 02130 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| TDC | |||||||
| 31 MILK STREET SUITE 310 | BOSTON | MA | 02109 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $100,000 |
| 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 BOSTON FOUNDATION | |||||||
| 75 ARLINGTON STREET | BOSTON | MA | 02116 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $50,000 |
| THE FRANCIS OUIMET SCHOLARSHIP | |||||||
| 300 ARNOLD PALMER BLVD | NORTON | MA | 02766 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| THE HEADSTRONG PROJECT INC | |||||||
| PO BOX 412572 | BOSTON | MA | 02241 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| THE HUNTINGTON | |||||||
| 560 HARRISON AVE STE 504 | BOSTON | MA | 02118 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $50,000 |
| THE JOEY FUND | |||||||
| 55 CAMBRIDGE PARKWAY | CAMBRIDGE | MA | 02141 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $15,000 |
| THE TRUSTEES OF RESERVATIONS | |||||||
| 150 MARTINS LANE | HINGHAM | MA | 02043 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| 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 |
| THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER | |||||||
| 21 DRYDOCK AVE | BOSTON | MA | 02210 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| THRIVE SCHOLARS | |||||||
| 75 FEDERAL STREET SUITE 1250 | BOSTON | MA | 02110 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $5,000 |
| TOWN OF PALM BEACH UNITED WAY | |||||||
| 44 COCOANUT ROAD | PALM BEACH | FL | 33480 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $12,000 |
| TRUSTEES OF THAYER ACADEMY | |||||||
| 745 WASHINGTON ST | BRAINTREE | MA | 02184 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| UNITED SOUTH END SETTLEMENTS | |||||||
| 566 COLUMBUS AVENUE | BOSTON | MA | 02118 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $20,000 |
| UNITED WAY | |||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,078,100 |
| 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 DANCE FESTIVAL | |||||||
| 530 S FRONTAGE RD E | VAIL | CO | 81657 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $10,000 |
| 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. | $1,500 |
| 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 |
| WGBH (PUBLIC RADIO 897FM BOSTON) | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $1,000 |
| WHEATON COLLEGE | |||||||
| 26 E MAIN STREET | NORTON | MA | 02766 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $30,000 |
| 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. | $1,070,000 |
| 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. | $20,000 |
| YEAR UP | |||||||
| 45 MILK ST 9TH FLR | BOSTON | MA | 02109 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $50,000 |
| YMCA OF GREATER BOSTON | |||||||
| 316 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $175,000 |
| ZOO NEW ENGLAND | |||||||
| 293 SUMMER AVE | SPRINGFIELD | MA | 01108 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,099,787 | 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 | $55,967 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,850,432 | ExclusionAmt |
| Related Or Exempt Function Incm | $11,298 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,130 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,083,953 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $41,098 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,255,757 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (20 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| FROM K-1 - ALIGNED SOLAR PARTNERS 6 | 523000 | $0 | 14 | -$531,885 |
| FROM K-1 - BERKSHIRE INV III | 523000 | -$99,206 | 14 | -$466 |
| FROM K-1 - HIGHVISTA II, LP - OTHER INCOME (LOSS) | 523000 | -$11,062 | 14 | -$101,169 |
| FROM K-1 - SEARCHLIGHT CAPITAL IV | 523000 | -$26,343 | 14 | -$8,622 |
| FROM K-1 - SEARCHLIGHT CAPITAL IV LEAF | 523000 | -$6,376 | 14 | -$1,787 |
| FROM K-1 - THRIVE CAPITAL PARTNERS IX GROWTH | 523000 | $0 | 14 | -$9,621 |
| FROM K-1 - TURNING ROCK FUND III | 523000 | $0 | 14 | -$1,856 |
| FROM K-1 - SEARCHLIGHT CAPITAL IV CVL | 523000 | $0 | 14 | -$859 |
| FROM K-1 - WGI EMERGING MARKETS FUND, LLC | 523000 | $0 | 14 | -$683 |
| FROM K-1 - CARMEL PARTNERS INVESTMENT IX | 523000 | $0 | 14 | -$563 |
| FROM K-1 - FORTRESS CREDIT OPP FUND VI(B) | 523000 | $0 | 14 | $5,727 |
| FROM K-1 - STOCKBRIDGE COINVESTORS | 523000 | $0 | 14 | $86 |
| FROM K-1 - SRP DATA CENTER FUND I | 523000 | -$42 | 14 | -$47,974 |
| GOLDMAN SACHS #03105 | 523000 | $0 | 14 | $146,614 |
| THE CANYON VALUE REALIZATION FUND, LTD. | 523000 | $0 | 14 | $360,893 |
| POPLAR INTERNATIONAL PARTNERS LP | 523000 | $0 | 14 | $379,055 |
| FROM K-1 - CRA FUND II, LLC - OTHER INCOME (LOSS) | 523000 | $2,381 | 14 | $366,071 |
| GOLDENTREE MULTI-SECTOR CUSTOM FUND I (CAYMAN) LP | 523000 | $0 | 14 | $745,151 |
| FROM K-1 - BRACEBRIDGE (BIL) - OTHER INCOME (LOSS) | 523000 | $0 | 14 | $1,366,879 |
| FROM K-1 - FORTRESS JAPAN OPP FUND V(B) | 523000 | $0 | 14 | $39,701 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$42,453 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $29,894,834 | ExclusionAmt |
| Related Or Exempt Function Incm | $11,298 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,863,679 | 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 | PALM BEACH | FL | 33480 | $9,840,969 | Yes (X) | |
| RICHARD K LUBIN | |||||||
| 2 | 2 N BREAKERS ROW | PALM BEACH | FL | 33480 | $325,340 | Yes (X) | |
| RICHARD K LUBIN | |||||||
| 3 | 2 N BREAKERS ROW | PALM BEACH | FL | 33480 | $10,800 | Yes (X) | |
| RICHARD K LUBIN | |||||||
| 4 | 2 N BREAKERS ROW | PALM BEACH | FL | 33480 | $7,412,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt |
|---|---|---|
| 1 | 7,808 SHARES OF TRANSDIGM GROUP INCORPORATED (TDG) | $9,840,969 |
| 2 | 7,258 SHARES OF WISDOM TREE EUROPE HEDGED EQUITY FUND | $325,340 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $10,800 | Amt |
| Net Investment Income | $5,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BRACEBRIDGE | AT COST | $10,735,588 | $10,899,652 |
| CEVIAN CAPITAL II LTD | AT COST | $7,500,000 | $9,253,482 |
| FROM K-1 - BERKSHIRE | AT COST | $4,499,522 | $5,792,407 |
| FROM K-1 - CRA FUND II, LLC | AT COST | $30,887,872 | $32,103,759 |
| FROM K-1 - HIGHVISTA II, LP | AT COST | $10,417,269 | $10,125,796 |
| FROM K-1 - WGI EMERGING MARKETS FUND, LLC | AT COST | $6,528,403 | $6,564,728 |
| GENERATION IM FUND | AT COST | $17,500,000 | $21,040,896 |
| GOLDENTREE MULTI-SECTOR CUSTOM FUND I (CAYMAN) LP | AT COST | $8,961,451 | $9,155,915 |
| GOLDMAN SACHS #03105 | AT COST | $12,636,895 | $13,015,215 |
| GOLDMAN SACHS #50685 | AT COST | $22,196,107 | $21,694,366 |
| GOLDMAN SACHS #65908 | AT COST | $453,332 | $77,273,612 |
| GOLDMAN SACHS #65909 | AT COST | $16,483,866 | $19,778,511 |
| MORGAN STANLEY #9007 | AT COST | $3,703,241 | $12,046,519 |
| POPLAR INTERNATIONAL PARTNERS LP | AT COST | $9,140,827 | $7,677,206 |
| SANDS CAPITAL EMERGING MARKETS GROWTH FEEDER FUND (CAYMAN), LIMITED | AT COST | $6,592,081 | $6,716,385 |
| STOCKBRIDGE COINVESTORS | AT COST | $9,392,556 | $13,257,126 |
| THE CANYON VALUE REALIZATION FUND, LTD. | AT COST | $10,424,334 | $10,938,643 |
| FORTRESS CREDIT OPPS | AT COST | $1,747,069 | $1,879,424 |
| TURNING ROCK FUND III | AT COST | $1,549,557 | $1,604,488 |
| HCIF - BAKER BROS | AT COST | $7,106,927 | $7,316,783 |
| SEARCHLIGHT IV | AT COST | $818,718 | $961,134 |
| FORTRESS JAPAN V | AT COST | $427,749 | $492,359 |
| SRP DATA CENTER FUND I | AT COST | $1,877,051 | $1,868,219 |
| CARMEL PARTNERS IX | AT COST | $635,218 | $778,273 |
| THRIVE IX | AT COST | $1,066,666 | $1,071,391 |
| ALIGNED SOLAR | AT COST | $992,029 | $1,889,442 |
| PRIME FINANCE SHORT DURATION 9 | AT COST | $171,298 | $171,637 |
| VENROCK HEALTHCARE CAPITAL PARTNERS XP | AT COST | $243,917 | $235,692 |
| CHARLES SCHWAB #1984 | AT COST | $7,619,165 | $7,653,551 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID RENT | $22,500 | $22,500 | $22,500 |
| INVESTMENT CAPITAL CONTRIBUTIONS BEFORE YEAR-END | $5,000,000 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION ON CONTRIBUTED SECURITIES | Desc |
| Amt | $9,944,450 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $48,971 | $0 | $48,971 |
| SUPPLIES | $1,992 | $0 | $1,992 |
| PAYROLL FEES | $4,593 | $0 | $4,593 |
| TELEPHONE | $1,668 | $0 | $1,668 |
| PROFESSIONAL DEVELOPMENT | $4,271 | $0 | $4,271 |
| OTHER EXPENSES | $512 | $0 | $512 |
| NONDEDUCTIBLE EXPENSES FROM K-1 - HIGHVISTA II LP | $910 | $0 | $0 |
| NONDEDUCTIBLE EXPENSES FROM K-1 - CRA FUND II LLC | $1,662 | $0 | $0 |
| NONDEDUCTIBLE EXPENSES FROM K-1 - BI III | $554 | $0 | $0 |
| MEMBERSHIPS & SUBSCRIPTIONS | $1,131 | $0 | $1,131 |
| MEALS | $3,368 | $0 | $3,368 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - ALIGNED SOLAR PARTNERS 6 | -$531,885 | -$531,885 | -$531,885 |
| FROM K-1 - BERKSHIRE INV III | -$99,672 | -$466 | -$99,672 |
| FROM K-1 - HIGHVISTA II, LP - OTHER INCOME (LOSS) | -$112,231 | -$101,169 | -$112,231 |
| FROM K-1 - SEARCHLIGHT CAPITAL IV | -$34,965 | -$8,622 | -$34,965 |
| FROM K-1 - SEARCHLIGHT CAPITAL IV LEAF | -$8,163 | -$1,787 | -$8,163 |
| FROM K-1 - THRIVE CAPITAL PARTNERS IX GROWTH | -$9,621 | -$9,621 | -$9,621 |
| FROM K-1 - TURNING ROCK FUND III | -$1,856 | -$1,856 | -$1,856 |
| FROM K-1 - SEARCHLIGHT CAPITAL IV CVL | -$859 | -$859 | -$859 |
| FROM K-1 - WGI EMERGING MARKETS FUND, LLC | -$683 | -$683 | -$683 |
| FROM K-1 - CARMEL PARTNERS INVESTMENT IX | -$563 | -$563 | -$563 |
| FROM K-1 - FORTRESS CREDIT OPP FUND VI(B) | $5,727 | $5,727 | $5,727 |
| FROM K-1 - STOCKBRIDGE COINVESTORS | $86 | $86 | $86 |
| FROM K-1 - SRP DATA CENTER FUND I | -$48,016 | -$47,974 | -$48,016 |
| GOLDMAN SACHS #03105 | $146,614 | $146,614 | $146,614 |
| THE CANYON VALUE REALIZATION FUND, LTD. | $360,893 | $360,893 | $360,893 |
| POPLAR INTERNATIONAL PARTNERS LP | $379,055 | $379,055 | $379,055 |
| FROM K-1 - CRA FUND II, LLC - OTHER INCOME (LOSS) | $368,452 | $366,071 | $368,452 |
| GOLDENTREE MULTI-SECTOR CUSTOM FUND I (CAYMAN) LP | $745,151 | $745,151 | $745,151 |
| FROM K-1 - BRACEBRIDGE (BIL) - OTHER INCOME (LOSS) | $1,366,879 | $1,366,879 | $1,366,879 |
| FROM K-1 - FORTRESS JAPAN OPP FUND V(B) | $39,701 | $39,701 | $39,701 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECONCILIATION/TIMING ADJUSTMENTS | Desc |
| Amt | $91,634 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OUTSTANDING CHECKS | $413,500 | $1,615,085 |
| ACCOUNTS PAYABLE | $19,294 | $13,197 |
| INVESTMENTS PAYABLE | $0 | $53,968 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (26 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GOLDMAN SACHS #65909 | $43,866 | $21,933 | $0 |
| WGI EMERGING MARKETS | $2,205 | $1,103 | $0 |
| GOLDMAN SACHS - HALL CAPITAL FEES | $88,200 | $44,100 | $0 |
| BERKSHIRE INVESTORS (OS) II | $11 | $6 | $0 |
| BERKSHIRE INVESTORS (OS) | $8 | $4 | $0 |
| BERKSHIRE INVESTORS III | $2,945 | $1,473 | $0 |
| CRA FUND II | $133,520 | $66,760 | $0 |
| HIGHVISTA | $253,424 | $126,712 | $0 |
| OTHER PROFESSIONAL SERVICES | $25,340 | $0 | $25,340 |
| IT SERVICES | $28,714 | $0 | $28,714 |
| BOOKKEEPING SERVICES | $13,325 | $0 | $13,325 |
| MORGAN STANLEY #9007 | $123,057 | $61,700 | $0 |
| GOLDMAN SACHS #01305 | $26,711 | $13,355 | $0 |
| GOLDMAN SACHS #50685 | $66,385 | $33,192 | $0 |
| FIDELITY - HALL CAPITAL FEES | $88,017 | $44,008 | $0 |
| STOCKBRIDGE COINVESTORS | $10,730 | $5,365 | $0 |
| CHARLES SCHWAB #1984 | $28,332 | $14,166 | $0 |
| CARMEL PARTNERS INVESTMENT FUND IX | $3,000 | $1,500 | $0 |
| PRIME FINANCE SHORT DURATION 9 | $302 | $151 | $0 |
| SEARCHLIGHT CAPITAL IV | $122,400 | $61,201 | $0 |
| SEARCHLIGHT CAPITAL IV LEAF | $513 | $257 | $0 |
| SEARCHLIGHT CAPITAL IV CVL | $232 | $116 | $0 |
| THRIVE CAPITAL PARTNERS IX GROWTH | $6,772 | $3,386 | $0 |
| VENROCK HEALTHCARE CAPITAL PARTNERS XP | $1,432 | $716 | $0 |
| TURNING ROCK FUND III LP | $8,946 | $4,473 | $0 |
| FORTESS CREDIT VI B | $10,025 | $5,013 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (13 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATED TAX PAYMENTS | $115,000 | $0 | $0 |
| FEDERAL PRIOR-YEAR EXTENSION PAYMENT | $333,000 | $0 | $0 |
| FOREIGN TAX - GOLDMAN SACHS #65909 | $22,257 | $22,257 | $0 |
| FOREIGN TAX - MORGAN STANLEY #9007 | $2,996 | $2,996 | $0 |
| FOREIGN TAX FROM K-1 - BERKSHIRE INVESTMENTS III | $50 | $50 | $0 |
| FOREIGN TAX FROM K-1 - CRA FUND II, LLC | $6,826 | $6,826 | $0 |
| FOREIGN TAX FROM K-1 - HIGHVISTA II LP | $7,069 | $7,069 | $0 |
| FOREIGN TAX FROM K-1 - STOCKBRIDGE COINVESTORS LLC | $1,829 | $1,829 | $0 |
| FOREIGN TAX FROM K-1 - WGI EMERGING MARKETS | $41,120 | $41,120 | $0 |
| MASSACHUSETTS TAXES | $1,000 | $0 | $0 |
| PAYROLL TAXES | $43,076 | $0 | $43,076 |
| FOREIGN TAX - GOLDMAN SACHS #65908 | $1,776 | $1,776 | $0 |
| FOREIGN TAX - SCHWAB #1984 | $259 | $259 | $0 |