LINDE FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LINDE FAMILY FOUNDATION (EIN 04-6904949)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349103432
- Schema version
- 2022v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- 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 | 2023-11-14T13:30:57-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046904949 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ERIC RIAK - CIBC PRIVATE WEALTH MGMT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 6179275700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK BALK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6179275700 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | BALK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH A GUILMETTE | PreparerPersonNm |
| PTIN | P00849673 | PTIN |
| Phone | 7819375300 | PhoneNum |
| Preparation | 2023-11-09 | 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 | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $144,643,061 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $563,590 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $563,590 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,038,907 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,038,907 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,358,963 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,500,084 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,358,963 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $151,988 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $151,988 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,113,448 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,113,448 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $49,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $24,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,180,694 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $430,694 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $750,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $133,820 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $133,820 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $191,306 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,306 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $325,238 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $325,238 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,880,358 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $940,708 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $774,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,217,280 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,217,280 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,097,638 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $940,708 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,991,930 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,984,190 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,172,740 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,839,781 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,932,581 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,932,581 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $12,934,293 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $11,110,800 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $11,110,800 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $154,568,588 | CorporateStockBOYAmt |
| Corporate Stock EOY | $114,140,469 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $114,140,469 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,061,768 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,020,525 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,020,525 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,250,171 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,282,820 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,282,820 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $158,742 | OtherAssetsBOYAmt |
| Other Assets EOY | $155,866 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $155,866 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $189,813,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $144,643,061 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $144,643,061 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $826,389 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $826,389 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $188,986,954 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $144,643,061 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $188,986,954 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $144,643,061 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $189,813,343 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $144,643,061 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $188,986,954 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,984,190 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $186,002,764 | SubtotalAmt |
| Other Decreases | $41,359,703 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $144,643,061 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| LONG-TERM GAIN FROM CIBC | P | $1,338,936 | $1,338,936 | $1,338,936 | |
| SHORT-TERM LOSS FROM CIBC | P | -$1,037,516 | -$1,037,516 | $1,037,516 | |
| LONG-TERM LOSS FROM AT PRIVATE CREDIT OPPORTUNITIES FUND, LLC | P | -$122 | -$122 | $122 | |
| SHORT-TERM GAIN FROM AT PRIVATE CREDIT OPPORTUNITIES FUND, LLC | P | $826 | $826 | $826 | |
| LONG-TERM LOSS FROM AT PRIVATE CREDIT OPPORTUNITIES FUND, LLC | P | -$3,454 | -$3,454 | $3,454 | |
| SHORT-TERM GAIN FROM ATLAS POINT GLOBAL MULTI-STRATEGY FUND, LLC | P | $8,394 | $8,394 | $8,394 | |
| LONG-TERM GAIN FROM ATLAS POINT GLOBAL MULTI-STRATEGY FUND, LLC | P | $7,376 | $7,376 | $7,376 | |
| LONG-TERM GAIN FROM ATLAS POINT GLOBAL MULTI-STRATEGY FUND, LLC | P | $14,225 | $14,225 | $14,225 | |
| LONG-TERM GAIN FROM PINE BROOK CAPITAL PARTNERS II CAYMAN AV, LP | P | $242,365 | $242,365 | $242,365 | |
| SHORT-TERM GAIN FROM SUN CAPITAL PARTNERS V | P | $15 | $15 | $15 | |
| LONG-TERM GAIN FROM SUN CAPITAL PARTNERS V | P | $48,959 | $48,959 | $48,959 | |
| LONG-TERM LOSS FROM GREYCROFT GROWTH III, LP | P | -$99,883 | -$99,883 | $99,883 | |
| LONG-TERM LOSS FROM HEADLINE US VI, LP F/K/A E. VENTURES US VI, LP | P | -$146 | -$146 | $146 | |
| LONG-TERM GAIN FROM OCM ASIA | P | $1,409 | $1,409 | $1,409 | |
| LONG-TERM GAIN FROM PROVIDENCE STRATEGIC GROWTH IV-A, LP | P | $77,918 | $77,918 | $77,918 | |
| CAPITAL GAINS DIVIDENDS | P | $1,759,661 | $1,759,661 | $1,759,661 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,358,963 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $71,901 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $71,901 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $71,901 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $68,483 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $118,483 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $97 | EsPenaltyAmt |
| Overpayment | $46,485 | OverpaymentAmt |
| Applied To ES Tax | $46,485 | 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 | ERIC RIAK CIBC PRIVATE WEALTH MGMT | IndividualWithBooksNm |
| Phone | 6179275700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JOYCE LINDE | ||||||||
| C/O GS 400 ATLANTIC AVE | BOSTON | MA | 02110 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| DOUGLAS T LINDE | ||||||||
| C/O CIBC 100 FEDERAL STREET | BOSTON | MA | 02110 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| CAROL CROFT LINDE | ||||||||
| C/O CIBC 100 FEDERAL STREET | BOSTON | MA | 02110 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| KAREN LINDE PACKMAN | ||||||||
| C/O CIBC 100 FEDERAL STREET | BOSTON | MA | 02110 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| JEFFREY N PACKMAN | ||||||||
| C/O CIBC 100 FEDERAL STREET | BOSTON | MA | 02110 | TRUSTEE | 0.25 | $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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MOTT PHILANTHROPIC | ||||||
| PRUDENTIAL TOWER 800 BOYLSTON | STREET SUITE 1560 | BOSTON | MA | 02199 | ADVISOR SERVICES | $750,000 |
| CIBC PRIVATE WEALTH MANAGEMENT | ||||||
| 100 FEDERAL ST 37TH FLOOR | BOSTON | MA | 02110 | INVESTMENT SERVICES | $280,725 | |
| POLEN CAPITAL | ||||||
| 500 BOYLSTON ST SUITE 1100 | BOSTON | MA | 02116 | ADVISOR SERVICES | $148,205 | |
| 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 | $154,157,368 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,394,229 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $157,304 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $158,708,901 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $158,708,901 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,380,634 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $156,328,267 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,816,413 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,816,413 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $71,901 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,816 | IncomeTaxAmt |
| Total Tax | $73,717 | TotalTaxAmt |
| Distributable Before Adj | $7,742,696 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,742,696 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,742,696 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,991,930 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,991,930 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,742,696 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,259,711 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $745,368 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $373,069 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,524,823 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $5,902,971 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,991,930 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,742,696 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $249,234 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,152,205 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,259,711 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,892,494 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $745,368 | ExcessFromYear4Amt |
| Excess From Year3 | $373,069 | ExcessFromYear3Amt |
| Excess From Year2 | $2,524,823 | ExcessFromYear2Amt |
| Excess From Current Year | $249,234 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOYCE LINDE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MOTT PHILANTHROPIC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PRUDENTIAL TOWER 800 BOYLSTON | AddressLine1Txt |
| Address Line2 | STREET SUITE 1560 | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02199 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6179275700 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (95 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 18 DEGREES | ||||||||
| 480 WEST ST | PITTSFIELD | MA | 01201 | N/A | PC | OPERATING SUPPORT | $10,000 | |
| ACRE FAMILY DAY CARE CORPORATION | ||||||||
| 55 MIDDLE STREET SUITE 500 | LOWELL | MA | 01852 | N/A | PC | OPERATING SUPPORT | $25,000 | |
| ALZHEIMER'S ASSOCIATION MASSACHUSETTS CHAPTER | ||||||||
| 225 N MICHIGAN AVENUE 17TH FLOOR | CHICAGO | IL | 60601 | N/A | PC | OPERATING SUPPORT | $5,000 | |
| ALZHEIMER'S DISEASE AND RELATED DISEASES ASSOCIATION NATIONAL | ||||||||
| 225 N MICHIGAN AVENUE STE 17 | CHICAGO | IL | 60601 | N/A | PC | RESEARCH | $25,000 | |
| ARTISTS FOR HUMANITY | ||||||||
| EPICENTER / 100 WEST SECOND STREET | BOSTON | MA | 02127 | N/A | PC | GENERAL OPERATIONS | $50,000 | |
| BALLET THEATRE OF BOSTON DBA JOSE MATEO'S BALLET THEATRE | ||||||||
| 400 HARVARD STREET | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL OPERATIONS | $150,000 | |
| BAY COVE HUMAN SERVICES | ||||||||
| 66 CANAL STREET | BOSTON | MA | 02114 | N/A | PC | OPERATING SUPPORT | $30,000 | |
| BEDF MAKING MUSIC MATTERS | ||||||||
| PO BOX 320442 | WEST ROXBURY | MA | 02132 | N/A | PC | GENERAL OPERATIONS | $75,000 | |
| BERKSHIRE SOUTH REGIONAL COMMUNITY CENTER | ||||||||
| 15 CRISSEY ROAD | GREAT BARRINGTON | MA | 01230 | N/A | PC | OPERATING SUPPORT | $5,000 | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | N/A | PC | CONSTRUCTION OF NEW INPATIENT BUILDING | $2,000,000 | |
| BOSTON ARTS ACADEMY FOUNDATION | ||||||||
| 2 CHARLESGATE W 5TH FLOOR | BOSTON | MA | 02215 | N/A | PC | OPERATING SUPPORT | $100,000 | |
| BOSTON CITY SINGERS INC | ||||||||
| 17 WALDECK STREET | DORCHESTER | MA | 02124 | N/A | PC | GENERAL OPERATIONS/SOMACHI AMADI-TO ATTEND THE BOSTON CONSERVATORY AT BERKLEE | $135,000 | |
| BOSTON COLLEGIATE CHARTER SCHOOL FOUNDATION INC | ||||||||
| 215 SYDNEY STREET | DORCHESTER | MA | 02125 | N/A | PC | GENERAL OPERATIONS | $135,000 | |
| BOSTON MEDICAL CENTER CORPORATION | ||||||||
| ONE BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 02218 | N/A | PC | FOOD PANTRY | $30,000 | |
| BOSTON SYMPHONY ORCHESTRA | ||||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | N/A | PC | SYMPHONY & TANGLEWOOD ANNUAL FUNDS | $100,000 | |
| BOSTON YOUTH SYMPHONY ORCHESTRAS | ||||||||
| 855 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | N/A | PC | GENERAL OPERATIONS | $150,000 | |
| BOSTONS CHILDRENS CHORUS INC | ||||||||
| 20 OLD COLONY AVENUE 2ND FLOOR | BOSTON | MA | 02127 | N/A | PC | GENERAL OPERATIONS | $100,000 | |
| BOYS AND GIRLS CLUBS OF BOSTON INC | ||||||||
| 200 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | N/A | PC | OPERATING SUPPORT | $20,000 | |
| BPE | ||||||||
| 67 KEMBLE STREET SUITE 25 | ROXBURY | MA | 02119 | N/A | PC | BUILDING A PIPELINE OF STEM STUDENTS, EDUCATORS, AND PROFESSIONALS AT THE DEARBORN STEM ACADEMY | $100,000 | |
| BRIDGE OVER TROUBLED WATERS | ||||||||
| 47 WEST STREET | BOSTON | MA | 02111 | N/A | PC | OPERATING SUPPORT | $25,000 | |
| BROOKE SCHOOL FOUNDATION | ||||||||
| 190 CUMMINS HIGHWAY | ROSLINDALE | MA | 02131 | N/A | PC | COMPUTER SCIENCE AT BROOKE HIGH SCHOOL | $80,000 | |
| CAMP HARBOR VIEW FOUNDATION INC | ||||||||
| 79 NEWBURY STREET | BOSTON | MA | 02116 | N/A | PC | OPERATING SUPPORT | $25,000 | |
| COLE RESOURCE CENTER INC | ||||||||
| PO BOX 79226 | WAVERLEY | MA | 02479 | N/A | PC | OPERATING SUPPORT | $10,000 | |
| COMMUNITY MUSIC CENTER OF BOSTON | ||||||||
| PO BOX 171737 | BOSTON | MA | 02117 | N/A | PC | GENERAL OPERATIONS | $125,000 | |
| COMMUNITY SERVINGS | ||||||||
| 179 AMORY STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | OPERATING SUPPORT | $30,000 | |
| EDVESTORS | ||||||||
| 140 CLARENDON STREET SUITE 401 | BOSTON | MA | 02131 | N/A | PC | BOSTON PUBLIC SCHOOLS ARTS EXPANSION - PHASE V | $200,000 | |
| ENGLISH FOR NEW BOSTONIANS INC | ||||||||
| 105 CHAUNCY STREET 4TH FLOOR | BOSTON | MA | 02111 | N/A | PC | OPERATING SUPPORT | $10,000 | |
| FACING HISTORY AND OURSELVES NATIONAL FOUNDATION INC | ||||||||
| 89 SOUTH STREET SUITE 401 | BOSTON | MA | 02111 | N/A | PC | OPERATING SUPPORT | $10,000 | |
| FRIENDS OF BOSTON'S HOMELESS | ||||||||
| 12 WISE STREET | BOSTON | MA | 02130 | N/A | PC | OPERATING SUPPORT | $25,000 | |
| GRANTMAKERS FOR EDUCATION | ||||||||
| 851 SW 6TH AVENUE SUITE 350 | PORTLAND | OR | 97204 | N/A | PC | 2022 MEMBERSHIP | $2,700 | |
| GRANTMAKERS IN THE ARTS | ||||||||
| 604 WEST GALER STREET | SEATTLE | WA | 981193253 | N/A | PC | 2022 MEMBERSHIP/ ANNUAL DONATION 2022 | $3,500 | |
| GRUB STREET INC | ||||||||
| P O BOX 418 | ARLINGTON | MA | 02476 | N/A | PC | GENERAL OPERATIONS | $40,000 | |
| HEADING HOME | ||||||||
| 186 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | N/A | PC | OPERATING SUPPORT | $20,000 | |
| HORIZONS FOR HOMELESS CHILDREN | ||||||||
| 1785 COLUMBUS AVENUE | ROXBURY | MA | 02119 | N/A | PC | OPERATING SUPPORT | $10,000 | |
| HYDE SQUARE TASK FORCE | ||||||||
| 30 SUNNYSIDE STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | GENERAL OPERATIONS | $50,000 | |
| IMMIGRANT FAMILY SERVICES INSTITUTE | ||||||||
| 1626 BLUE HILL AVE | MATTAPAN | MA | 02126 | N/A | PC | OPERATING SUPPORT | $15,000 | |
| INNOVATORS FOR PURPOSE | ||||||||
| 825 MAIN STREET | ACTON | MA | 01720 | N/A | PC | OPERATION NEXT STEP | $75,000 | |
| JOBS FOR THE FUTURE INC | ||||||||
| 88 BROAD STREET | BOSTON | MA | 02110 | N/A | PC | POSSIBLE FUTURES AT CHARLESTOWN HIGH SCHOOL | $101,380 | |
| LOVIN SPOONFULS INC | ||||||||
| 189 WELLS AVE SUITE 100 | NEWTON | MA | 02459 | N/A | PC | OPERATING SUPPORT | $15,000 | |
| MASSACHUSETTS CULTURAL COUNCIL | ||||||||
| 10 ST JAMES AVENUE 3RD FLOOR | BOSTON | MA | 021163803 | N/A | PC | TEACHING ARTIST PROFESSIONAL DEVELOPMENT | $50,000 | |
| MASSACHUSETTS IMMIGRANT AND REFUGEE ADVOCACY COALITION INC | ||||||||
| 105 CHAUNCY STREET SUITE 901 | BOSTON | MA | 02111 | N/A | PC | OPERATING SUPPORT | $10,000 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVENUE BLDG E-17 | CAMBRIDGE | MA | 021394307 | N/A | PC | 2021-2022 SUPPORT FOR THE OFFICE OF ENGINEERING OUTREACH PROGRAMS | $125,000 | ROOM 139 |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN | ||||||||
| 125 HARTWELL AVENUE | LEXINGTON | MA | 02421 | N/A | PC | OPERATING SUPPORT | $10,000 | |
| MASSCREATIVE INC | ||||||||
| 15 CHANNEL CENTER ST SUITE 103 | BOSTON | MA | 02210 | N/A | PC | 2022 MEMBERSHIP TO SUPPORT CREATIVE YOUTH DEVELOPMENT EDUCATION AND TRAINING PROGRAM./ 2022 ADDITONAL DONATION | $5,000 | |
| MEDICINE WHEEL PRODUCTIONS AKA SPOKE ART | ||||||||
| 840 SUMMER STREET | BOSTON | MA | 02127 | N/A | PC | GENERAL OPERATIONS | $102,000 | |
| METROPOLITAN BOSTON HOUSING PARTNERSHIP INC | ||||||||
| 1411 TREMONT STREET | BOSTON | MA | 02120 | N/A | PC | OPERATING SUPPORT | $20,000 | |
| ORIGINATION | ||||||||
| PO BOX 191878 | ROXBURY | MA | 02119 | N/A | PC | GENERAL OPERATIONS | $50,000 | |
| PHILANTHROPY MA BOSTON EDUCATION FUNDERS GROUP | ||||||||
| 77 SUMMER ST SUITE 800 | BOSTON | MA | 021101006 | N/A | PC | BEF 2021 MEMBERSHIP | $3,000 | |
| PHILANTHROPY MASSACHUSETTS | ||||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | N/A | PC | ANNUAL DONATION/MEMBERSHIP DUES 2021 | $24,700 | |
| PROJECT BREAD - THE WALK FOR HUNGER | ||||||||
| 145 BORDER STREET | BOSTON | MA | 02128 | N/A | PC | OPERATING SUPPORT | $10,000 | |
| PROJECT STEP INC | ||||||||
| 301 MASSACHUSETTS AVENUE SYMPHONY | BOSTON | MA | 02115 | N/A | PC | OPERATING SUPPORT | $5,000 | HALL |
| QUEST SCHOLARS PROGRAM | ||||||||
| PO BOX 51847 | PALO ALTO | CA | 94303 | N/A | PC | OPERATING SUPPORT | $25,000 | |
| RENNIE CENTER FOR EDUCATION RESEARCH & POLICY INC | ||||||||
| 45 TEMPLE PLACE | BOSTON | MA | 02111 | N/A | PC | ADVANCING STEM CAREER PATHWAYS FOR UNDERSERVED STUDENTS | $100,000 | |
| RESILIENT CODERS INC | ||||||||
| 1 BROADWAY 3RD FLOOR | CAMBRIDGE | MA | 02142 | N/A | PC | RESILIENT CODERS: EQUITABLE PATHWAYS TO PROSPERITY | $100,000 | |
| RIAN IMMIGRANT CENTER INC | ||||||||
| 1 STATE STREET 8TH FLOOR | BOSTON | MA | 01915 | N/A | PC | OPERATING SUPPORT | $10,000 | |
| RICHMOND LAND TRUST | ||||||||
| POST OFFICE BOX 21 | RICHMOND | MA | 01254 | N/A | PC | OPERATING SUPPORT | $1,000 | |
| RIZE MASSACHUSETTS FOUNDATION INC | ||||||||
| 101 HUNTINGTON AVENUE SUITE 1300 MS | BOSTON | MA | 02199 | N/A | PC | OPERATING SUPPORT | $25,000 | 0116 |
| ROXBURY WESTON PROGRAMS | ||||||||
| PO BOX 241 | WESTON | MA | 02493 | N/A | PC | OPERATING SUPPORT | $10,000 | |
| SMU DATAARTS | ||||||||
| 6425 BOAZ LANE | DALLAS | TX | 75205 | N/A | PC | 2022 MEMBERSHIP | $5,000 | |
| SOCIEDAD LATINA INC | ||||||||
| 1530 TREMONT STREET | ROXBURY | MA | 02121 | N/A | PC | GENERAL OPERATIONS | $140,000 | |
| THE BOSTON FOUNDATION | ||||||||
| 75 ARLINGTON STREET 3RD FLOOR | BOSTON | MA | 02116 | N/A | PC | CIVIC LEADERSHIP APPEAL | $2,000 | |
| THE BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC | ||||||||
| 780 ALBANY STREET | BOSTON | MA | 02118 | N/A | PC | OPERATING SUPPORT | $15,000 | |
| THE FOOD BANK OF WESTERN MASSACHUSETTS | ||||||||
| 97 NORTH HATFIELD ROAD PO BOX 160 | HATFIELD | MA | 01038 | N/A | PC | OPERATING SUPPORT | $25,000 | |
| THE FOOD PROJECT | ||||||||
| 10 LEWIS STREE | LINCOLN | MA | 01773 | N/A | PC | OPERATING SUPPORT | $10,000 | |
| THE GREATER BOSTON FOOD BANK | ||||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | N/A | PC | OPERATING SUPPORT | $50,000 | |
| THEATER OFFENSIVE INC | ||||||||
| PO BOX 171731 | BOSTON | MA | 02117 | N/A | PC | GENERAL OPERATIONS | $60,000 | |
| THOMPSON ISLAND OUTWARD BOUND | ||||||||
| PO BOX 127 | SOUTH BOSTON | MA | 02127 | N/A | PC | GENERAL OPERATIONS | $5,000 | |
| TRUSTEES OF BOSTON COLLEGE | ||||||||
| 140 COMMONWEATLH AVENUE | CHESTNUT HILL | MA | 024673961 | N/A | PC | ENABLING OPPORTUNITIES FOR INTEREST: BUILDING CAPACITY IN YOUTH FOR POST-SECONDARY SUCCESS THROUGH EXPLORATION OF STEM FIELDS | $99,000 | |
| TRUSTEES OF ELIOT SCHOOL | ||||||||
| 24 ELIOT STREET PO BOX 300351 | BOSTON | MA | 02130 | N/A | PC | GENERAL OPERATIONS | $150,000 | |
| TRUSTEES OF TUFTS COLLEGE | ||||||||
| 163 PACKARD AVE BARNUM HALL TUFTS | MEDFORD | MA | 02155 | N/A | PC | TUFTS UNIVERSITY PRISON INITIATIVE OF TISCH COLLEGE (TUPIT) | $10,000 | UNIVERSITY |
| TSNE MISSIONWORKS | ||||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 021112670 | N/A | PC | COMMUNITY BOAT BUILDING | $5,000 | |
| UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY | ||||||||
| PO BOX 412866 | BOSTON | MA | 022412866 | N/A | PC | OPERATING SUPPORT | $75,000 | |
| URBAN FOOD INITIATIVE DBA DAILY TABLE | ||||||||
| 450 WASHINGTON STREET | DORCHESTER | MA | 02124 | N/A | PC | OPERATING SUPPORT | $20,000 | |
| URBANO PROJECT INC | ||||||||
| 119 ANTRIM STREET 1 | CAMBRIDGE | MA | 02139 | N/A | PC | GENERAL OPERATIONS | $50,000 | |
| UTEC INC | ||||||||
| PO BOX 7066 | LOWELL | MA | 01852 | N/A | PC | OPERATING SUPPORT | $10,000 | |
| WALTHAM BOYS AND GIRLS CLUB INC | ||||||||
| 20 EXCHANGE ST | WALTHAM | MA | 02451 | N/A | PC | OPERATING SUPPORT | $10,000 | |
| WESLEYAN UNIVERSITY | ||||||||
| 219 MAIN STREET | MIDDLETOWN | CT | 064573440 | N/A | PC | LINDE FAMILY FOUNDATION WESLEYAN UNDERGRADUATE FINANCIAL AID FUND/FACILITIES FUND/WESLEYAN UNIVERSITY CENTER FOR PRISON EDUCATION | $1,010,000 | |
| WEST END HOUSE INC | ||||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | N/A | PC | GENERAL OPERATIONS | $150,000 | |
| YEAR UP | ||||||||
| 45 MILK ST | BOSTON | MA | 02109 | N/A | PC | OPERATING SUPPORT | $5,000 | |
| CHILDREN'S HOSPITAL CORPORATION | ||||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | PC | OPERATING SUPPORT | $30,000 | ||
| DISMAS HOUSE OF MASSACHUSETTS INC | ||||||||
| PO BOX 30125 C/O DAVID MCMAHON | WORCESTER | MA | 01603 | PC | OPERATING SUPPORT | $14,000 | ||
| PARTAKERS | ||||||||
| 230 CENTRAL STREET | AUBURNDALE | MA | 02466 | PC | OPERATING SUPPORT | $6,000 | ||
| SCIENCE CLUB FOR GIRLS INC | ||||||||
| 136 MAGAZINE STREET 2 | CAMBRIDGE | MA | 02139 | PC | OPERATING SUPPORT | $20,000 | ||
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | PC | OPERATING SUPPORT | $75,000 | ||
| A BETTER CITY INITIATIVE INC | ||||||||
| 14 BEACON ST 402 | BOSTON | MA | 02108 | PC | OPERATING SUPPORT | $100,000 | ||
| NORTHEASTERN UNIVERSITY | ||||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PC | OPERATING SUPPORT | $98,000 | ||
| PER SCHOLAS INC | ||||||||
| 804 E 138TH STREET 2 | BRONX | NY | 10454 | PC | OPERATING SUPPORT | $75,000 | ||
| ACTION FOR BOSTON COMMUNITY DEVELOPMENT INC | ||||||||
| 178 TREMONT STREET | BOSTON | MA | 02111 | PC | OPERATING SUPPORT | $10,000 | ||
| BROOKLINE COMMUNITY MENTAL HEALTH CENTER INC | ||||||||
| 41 GARRISON RD | BROOKLINE | MA | 02445 | PC | OPERATING SUPPORT | $10,000 | ||
| CITIZENS HOUSING & PLANNING ASSOCIATION INC | ||||||||
| ONE BEACON STREET 5TH FLOOR | BOSTON | MA | 02108 | PC | OPERATING SUPPORT | $10,000 | ||
| ELIOT COMMUNITY HUMAN SERVICES INC | ||||||||
| 125 HARTWELL AVENUE | LEXINGTON | MA | 02421 | PC | OPERATING SUPPORT | $10,000 | ||
| HOMESTART INC | ||||||||
| 105 CHAUNCY STREET SUITE 502 | BOSTON | MA | 02111 | PC | OPERATING SUPPORT | $10,000 | ||
| MASSACHUSETTS AFFORDABLE HOUSING ALLIANCE INC | ||||||||
| 1803 DORCHESTER AVENUE | DORCHESTER | MA | 02124 | PC | OPERATING SUPPORT | $10,000 | ||
| SANDY HOOK PROMISE | ||||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | PC | OPERATING SUPPORT | $10,000 | ||
| GIRLS ROCK CAMPAIGN BOSTON | ||||||||
| PO BOX 301526 | JAMAICA PLAIN | MA | 02130 | PC | GENERAL OPERATIONS | $20,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,217,280 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $563,590 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,038,907 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211100 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,359 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,629 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211100 | BusinessCd |
| Unrelated Business Taxbl Incm | $36,566 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,322,397 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $37,925 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,075,523 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,113,448 | 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 | PKFOD ACCOUNTANT FEES | CategoryTxt |
| Amt | $49,300 | Amt |
| Net Investment Income | $24,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,650 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $7,020,525 | EOYBookValueAmt |
| EOYFMV | $7,020,525 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $114,140,469 | EOYBookValueAmt |
| EOYFMV | $114,140,469 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $11,110,800 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $11,110,800 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIP INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $10,282,820 | BookValueAmt |
| EOYFMV | $10,282,820 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS POSTED NOT RECEIVED | $5,110 | $2,173 | $2,173 |
| INTEREST POSTED NOT RECEIVED | $153,632 | $153,693 | $153,693 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/(LOSS) FROM INVESTMENTS | Desc |
| Amt | $41,359,703 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PORTFOLIO DEDUCTIONS FROM PASSTHROUGH ENTITIES | $318,597 | $318,597 | $0 |
| ORDINARY LOSSES FROM ATLAS POINT PRIVATE CREDIT OPPORTUNITIES FUND LLC | $6,206 | $6,206 | $0 |
| ORDINARY LOSSES FROM PINE BROOK CAPITAL PARTNERS II CAYMAN AV LP | $435 | $435 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM ATLAS POINT GLOBAL MULTI-STRATEGY FUND LLC | $151,307 | $151,307 | $151,307 |
| FROM ATLAS POINT PRIVATE CREDIT OPPORTUNITIESFUND LLC | $325 | $325 | $325 |
| HEADLINE US VI, LP F/K/A E. VENTURES US VI, LP | $349 | $349 | $349 |
| HEADLINE GROWTH III AIV, LP | $7 | $7 | $7 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $826,389 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $430,694 | $430,694 | $0 |
| MOTT PHILANTHROPIC | $750,000 | $0 | $750,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $25,806 | $25,806 | $0 |
| STATE TAXES | $500 | $500 | $0 |
| FEDERAL EXCISE TAXES | $165,000 | $0 | $0 |
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