2021-11-15T11:10:22-06:00 2020-12-31 043296226 DICICCO GULMAN & COMPANY LLP 150 PRESIDENTIAL WAY SUITE 510 WOBURN MA 01801 990PF 2020-01-01 477017224 LIMESTONE FOUNDATION LIME 6174821776 GOULSTON STORRS 400 ATLANTIC A BOSTON MA 02110 ALAN ROTTENBERG TRUSTEE 6174821776 2021-11-15 1 ALAN ROTTENBERG 999009999 LAURA K BAROOSHIAN P00284431 7819375300 2021-11-12 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 58112395 X X 1082829 1082440 2016191 5393175 2016191 8 3891 4604 3099028 3102522 4604 0 0 0 0 2800 0 0 2800 12000 12000 0 0 528246 224120 0 304126 124600 34600 0 0 233978 233131 0 0 901624 503851 0 306926 3568500 3568500 4470124 503851 0 3875426 -1371096 2598671 4604 5050 893 893 4064565 1538799 1535703 1048241 1048241 1048241 5347392 5403010 9880463 32611762 33512557 45647095 42028769 41503500 58112395 50 50 50 50 X 0 0 0 0 42028719 41503450 42028719 41503450 42028769 41503500 42028719 -1371096 845827 41503450 0 41503450 LONG TERM PARTNERSHIP CAPITAL GAIN P 651191 651191 651191 SHORT TERM PARTNERSHIP CAPITAL GAIN P 345393 345393 345393 SECTION 1231 GAIN P 27044 -27044 -27044 SECTION 1256 LOSS P 1349 -1349 -1349 SHORT TERM SALE OF INVESTMENT P 1880850 1879419 1431 1431 LONG TERM SALE OF INVESTMENT P 2168509 1463614 704895 704895 GAIN FROM VALINOR CAPITAL PARTNERS OFFSHORE FD P 238381 238381 238381 LOSS ON DISPOSAL OF K-1: SCULPTOR DOMESTIC PARTNERS LP P 61 4384 -4323 -4323 DISTRIBUTION IN EXCESS OF BASIS FROM K-1'S P 12641 12641 12641 LOSS ON DISPOSAL OF K-1: FOR SANKATY CREDIT OPP. 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INVESTMENT/CUSTODIAL 104587 0 NONE - GRANT MAKING ORGANIZATION 0 NONE - GRANT MAKING ORGANIZATION 0 0 50212610 2413809 0 52626419 0 0 52626419 789396 51837023 2591851 2591851 36122 36122 2555729 0 2555729 0 2555729 3875426 0 3875426 0 3875426 2555729 0 0 123882 15484 364994 504360 3875426 0 0 0 2555729 1319697 0 0 1824057 0 0 0 0 0 0 123882 1700175 15484 364994 1319697 X ALLIANCE FOR YOUTH ORGANIZING 915 5TH ST NW WASHINGTON DC 20001 NONE 509(A)(1) GENERAL OPERATING SUPPORT 175000 AMERICAN CAMPING ASSOCIATION 5000 STATE ROAD 67 NORTH MARTINSVILLE IN 46151 NONE 509(A)(1) GENERAL OPERATING SUPPORT 5000 BALLOT INITIATIVE STRATEGY CENTER FOUNDATION 1815 ADAMS MILL ROAD NW NO 300 WASHINGTON DC 20009 NONE 509(A)(1) GENERAL OPERATING SUPPORT 20000 BETH ISRAEL DEACONESS MEDICAL CENTER 330 BROOKLINE AVE BOSTON MA 02215 NONE 509(A)(1) GENERAL SUPPORT IN MEMORY OF SIDNEY & MIRIAM STONEMAN 10000 BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVE BOSTON MA 02115 NONE 509(A)(1) GENERAL SUPPORT IN MEMORY OF SIDNEY & MIRIAM STONEMAN 5000 BROOKLINE COMMUNITY FOUNDATION 40 WEBSTER PL BROOKLINE MA 02445 NONE 509(A)(1) GENERAL OPERATING SUPPORT 15000 CENTER ON BUDGET AND POLICY PRIORITIES 820 FIRST STREET NE SUITE 510 WASHINGTON DC 20002 NONE 501(A)(1) GENERAL OPERATING SUPPORT 541000 ENDEAVOR GLOBAL INC 900 BROADWAY STE 301 NEW YORK NY 10003 NONE 509(A)(1) GENERAL OPERATING SUPPORT 5000 FAITH IN ACTION 999 NORTH CAPITOL STREET NE SUITE 200 WASHINGTON DC 20002 NONE 501(A)(1) GENERAL OPERATING SUPPORT 75000 FUND FOR CONSTITUTIONAL GOVERNMENT FINANCIAL ACCOUNTABILITY AND CORPORATE 122 MARYLAND AVENUE NE WASHINGTON DC 20002 NONE 509(A)(1) THE FACT COALITION 20000 GEORGIA BUDGET AND POLICY INSTITUTE INC 50 HURT PLZ SE STE 720 ATLANTA GA 30303 NONE 509(A)(2) GENERAL OPERATING SUPPORT 175000 INSTITUTE ON TAXATION AND ECONOMIC POLICY 1616 P STREET NW WASHINGTON DC 20036 NONE 509(A)(1) GENERAL OPERATING SUPPORT 50000 JEWISH ARTS COLLABORATIVE 1320 CENTRE STREET SUITE 201 NEWTON MA 02459 NONE 509(A)(1) GENERAL OPERATING SUPPORT 5000 KENTUCKY PUBLIC RADIO 619 SOUTH 4TH STREET LOUISVILLE KY 40202 NONE 509(A)(1) THE CENTER FOR INVESTIGATIVE REPORTING 7500 MASSACHUSETTS COMMUNITIES ACTION NETWORK 14 CUSHING AVENUE DORCESTER MA 02125 NONE 509(A)(1) GENERAL OPERATING SUPPORT 10000 MONTANA BUDGET AND POLICY CENTER 101 N LAST CHANCE GULCH STE 220 HELENA MT 59601 NONE 509(A)(2) GENERAL OPERATING SUPPORT 75000 MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT 433 CHESTNUT STREET BEREA KY 40403 NONE 509(A)(1) KENTUCKY CENTER FOR ECONOMIC POLICY 380000 NEW VENTURE FUNDAMERICANS FOR TAX FAIRNESS 1201 CONNECTICUT AVE NW SUITE 300 WASHINGTON DC 20036 NONE 509(A)(1) AMERICANS FOR TAX FAIRNESS 197500 NEW YORK WOMEN'S FOUNDATION 39 BROADWAY 23RD FLOOR NEW YORK NY 10006 NONE 509(A)(1) GENERAL OPERATIONS 15000 OKLAHOMA POLICY INSTITUTE 907 S DETROIT AVE STE 1005 TULSA OK 74120 NONE 509(A)(2) GENERAL OPERATING SUPPORT 75000 PLANNED PARENTHOOD OF INDIANA AND KENTUCKY PO BOX 397 INDIANAPOLIS IN 46206 NONE 509(A)(1) GENERAL OPERATIONS 5000 PROGRESS MICHIGAN EDUCATIONWE THE PEOPLE 614 SEYMOUR AVE LANSING MI 48933 NONE 509(A)(1) GENERAL OPERATING SUPPORT 225000 THE AMERICAN PROSPECT 1225 EYE ST NW SUITE 600 WASHINGTON DC 20005 NONE 509(A)(1) GENERAL OPERATING SUPPORT 50000 THE BREARLEY SCHOOL 610 EAST 83RD STREET NEW YORK NY 10028 NONE 509(A)(1) GENERAL OPERATIONS 10000 THE COMMONWEALTH INSTITUTE FOR FISCAL ANALYSIS 1329 E CARY STREET SUITE 202 RICHMOND VA 23219 NONE 509(A)(2) GENERAL OPERATING SUPPORT 100000 THE URBAN INSTITUTE 2100 M ST NW WASHINGTON DC 20037 NONE 509(A)(2) TAX POLICY CENTER 50000 WEST VIRGINIA CENTER ON BUDGET AND POLICY INC 723 KANAWHA BLVD E STE 300 CHARLESTON WV 25301 NONE 509(A)(2) GENERAL OPERATING SUPPORT 75000 WISCONSIN VOICES INC 633 S HAWLEY RD STE 112 MILWAUKEE WI 53214 NONE 509(A)(1) GENERAL OPERATING SUPPORT 325000 HOPEWELL FUND 1201 CONNECTICUT AVE NW SUITE 300 WASHINGTON DC 20036 NONE 509(A)(1) MOVEMENT COOPERATION 50000 PROGRESSIVE CHANGE INSTITUTE 1629 K STREET NW WASHINGTON DC 20006 NONE 509(A)(1) GENERAL OPERATIONS 25000 COMMUNITY FOUNDATION OF LOUISVILLE 325 W MAIN STREET 1110 LOUISVILLE KY 40202 NONE 509(A)(1) GENERAL OPERATIONS 12500 BROOKLINE FOOD PANTRY 210 HARVARD ST BROOKLINE MA 02446 NONE 509(A)(1) GENERAL SUPPORT 5000 BLACK VOTES MATTER CAPACITY BUILDING INSTITUTE 3645 MARKETPLACE BLVD SUITE 130-209 EAST POINT GA 30344 NONE 509(A)(1) GENERAL SUPPORT 5000 PROGEORGIA STATE TABLE INC 151 ELLIS ST NE ATLANTA GA 30303 NONE 509(A)(1) GENERAL OPERATIONS 100000 TIDES CENTER 1013 TORNEY AVENUE SAN FRANCISCO CA 94129 NONE 509(A)(1) FLORIDA RIGHTS RESTORATION COALITION EDUCATION FUND 225000 PUSHBLACK 700 12TH ST NW STE 700 WASHINGTON DC 20005 NONE 509(A)(1) GENERAL OPERATIONS 125000 KANSAS ACTION FOR CHILDREN INC 709 S KANSAS AVE STE 200 TOPEKA KS 66603 NONE 509(A)(1) GENERAL OPERATIONS 200000 KENTUCKY COALITION INC 131 N MILL ST SASSER KY 40741 NONE 509(A)(1) GENERAL OPERATIONS 120000 3568500 0 14 1082829 18 2016191 PARTNERSHIP PASSTHROUGH 523000 -8487 14 3474 FEDERAL TAX REFUNDS 14 4604 MISCELLANEOUS RECEIPTS 14 417 -8487 3107515 0 3099028 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES - TAX PREP 12000 12000 0 0 INFORMATION ABOUT DIRECTORS & OFFICERS FORM 990-PF, PART VIII, LINE 1 THE DIRECTORS & OFFICERS OF THE FOUNDATION RECEIVE NO COMPENSATION, BENEFITS OR ANY AMOUNTS FOR SERVING AS DIRECTORS. THE HOURS DEVOTED WERE ON A PART-TIME BASIS, AS NEEDED. DOMESTIC EQUITY 5403010 9880463 DOMESTIC BONDS AT COST 7430304 7874600 GLOBAL EQUITY AT COST 8641146 11985255 HEDGE FUNDS AT COST 9218864 17548407 PRIVATE INVESTMENTS AT COST 8222243 8238833 LEGAL FEES 2800 0 0 2800 DEDUCTIONS AND LOSSES FROM PASSTHROUGHS 233276 232429 0 0 FILING FEE 500 500 0 0 MISC EXPENSES 202 202 0 0 PARTNERSHIP PASSTHROUGH -5013 3474 0 FEDERAL TAX REFUNDS 4604 4604 MISCELLANEOUS RECEIPTS 417 417 0 INVESTMENT COST BASIS ADJUSTMENT 845827 MOTT FUNDS 50 50 INVESTMENT MANAGEMENT 164267 164267 0 0 MOTT PHILANTHROPIC 210921 0 0 210921 GOULSTON & STORRS FEES 123058 59853 0 63205 CONSULTANT FEES 30000 0 0 30000 FOREIGN TAXES 29100 29100 0 0 FEDERAL EXCISE TAX 90000 0 0 0 STATE TAXES 5500 5500 0 0