CRIMSON LION FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CRIMSON LION FOUNDATION (EIN 26-1388142)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-01
- IRS object ID
- 201913059349100706
- Schema version
- 2018v3.1
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-01T09:28:25-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261388142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRIMSON LION FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JACQUELINE R MCCOY TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRIM | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ST JAMES AVENUE NO 740 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACQUELINE R MCCOY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2019-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK GRAZIANO | PreparerPersonNm |
| PTIN | P00218274 | PTIN |
| Phone | 6175305000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.46.129 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-30 | IPDt |
| IP Tm | 16:15:14 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 81C21B9C36619A575A48060EF06A6198BF70C81F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $79,804,101 | 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 | $12,041,512 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $217,199 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $217,199 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,149,964 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,149,964 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,019,838 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $65,525,275 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,363,424 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,428,513 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,730,587 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $271,981 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $271,981 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $396,024 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $45,939 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $668,005 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $317,920 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,458,334 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,458,334 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,126,339 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $317,920 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,458,334 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,697,826 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,412,667 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,826,462 | CashBOYAmt |
| Cash EOY | $2,259,525 | CashEOYAmt |
| Cash EOYFMV | $2,259,525 | CashEOYFMVAmt |
| Acct Rcvbl | $767 | AcctRcvblAmt |
| Acct Rcvbl BOY | $301 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $767 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $767 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $61,013,389 | CorporateStockBOYAmt |
| Corporate Stock EOY | $63,307,052 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $62,340,262 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $28,439,784 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,014,751 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,203,547 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $91,279,936 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,582,095 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $79,804,101 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $91,279,936 | RetainedEarningBOYAmt |
| Retained Earning EOY | $81,582,095 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $91,279,936 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $81,582,095 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $91,279,936 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $81,582,095 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $91,279,936 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,697,826 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,011 | OtherIncreasesAmt |
| Subtotal | $81,598,121 | SubtotalAmt |
| Other Decreases | $16,026 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $81,582,095 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 30,597 SHS BFAM | 2017-01-01 | 2018-03-29 | $3,131,603 | $312,964 | $2,818,639 | $2,818,639 | |
| 9,145 SHS IQVIA | 2017-01-01 | 2018-06-12 | $941,935 | $125,835 | $816,100 | $816,100 | |
| GOLDMAN SACHS #205-6 | 2017-01-01 | 2018-12-31 | $1,406,971 | $1,147,874 | $259,097 | $259,097 | P |
| GOLDMAN SACHS #205-6 | 2018-01-01 | 2018-12-31 | $23,366,852 | $23,685,726 | -$318,874 | -$318,874 | P |
| GOLDMAN SACHS #693-1 | 2017-01-01 | 2018-12-31 | $8,080,359 | $4,259,127 | $3,821,232 | $3,821,232 | P |
| US TRUST #3865 | 2018-01-01 | 2018-12-31 | $4,349,173 | $4,287,193 | $61,980 | $61,980 | P |
| US TRUST #3865 | 2017-01-01 | 2018-12-31 | $9,979,626 | $8,360,846 | $1,618,780 | $1,618,780 | P |
| US TRUST #7543 | 2018-01-01 | 2018-12-31 | $10,945,518 | $11,055,477 | -$109,959 | -$109,959 | P |
| US TRUST #7543 | 2017-01-01 | 2018-12-31 | $3,323,238 | $2,926,809 | $396,429 | $396,429 | P |
| $0 | $0 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,363,424 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$366,853 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,268,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $92,297,422 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.024573 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,014,124 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $43,437,690 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.115433 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,907,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $36,487,707 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.107091 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,445,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $29,222,490 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.117889 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,865,004 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,094,326 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.148117 | DistributionYr5Rt |
| Total Distribution | 0.513103 | TotalDistributionRt |
| Average Distribution | 0.102621 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $92,858,816 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,529,265 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $114,127 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,643,392 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $25,458,334 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $114,127 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $114,127 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $114,127 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $334,780 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $334,780 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $220,653 | OverpaymentAmt |
| Applied To ES Tax | $220,653 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | JACQUELINE R MCCOY TRUSTEE | IndividualWithBooksNm |
| Phone | 6179333620 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ST JAMES AVENUE SUITE 740 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JONATHAN S LAVINE | ||||||||
| 31 ST JAMES AVE 740 | BOSTON | MA | 02116 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JEANNE B LAVINE | ||||||||
| 31 ST JAMES AVE 740 | BOSTON | MA | 02116 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JACQUELINE R MCCOY | ||||||||
| 31 ST JAMES AVE 740 | BOSTON | MA | 02116 | TRUSTEE | 0.00 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 WEST 47TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $271,981 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $90,126,751 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,146,159 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $94,272,910 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $94,272,910 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,414,094 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $92,858,816 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,642,941 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,642,941 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $114,127 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $114,127 | TotalTaxAmt |
| Distributable Before Adj | $4,528,814 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,528,814 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,528,814 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,458,334 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,458,334 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $114,127 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $25,344,207 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,528,814 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $663,986 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,109,092 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,320,864 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,913,991 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $8,007,933 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,458,334 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,528,814 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,929,520 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,937,453 | 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 | $663,986 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,273,467 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,109,092 | ExcessFromYear4Amt |
| Excess From Year3 | $2,320,864 | ExcessFromYear3Amt |
| Excess From Year2 | $2,913,991 | ExcessFromYear2Amt |
| Excess From Current Year | $20,929,520 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JONATHAN S LAVINE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAUL MCCOY FAMILY OFFICE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ST JAMES AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6179333600 | 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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DANA-FARBER CANCER INSTITUTE INC | ||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02115 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $1,500,000 |
| HARVARD BUSINESS SCHOOL | ||||||
| TEELE HALL SOLDIERS FIELD | BOSTON | MA | 02163 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $10,100,000 |
| HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION | ||||||
| 3101 CLIFTON AVE | CINCINNATI | OH | 45220 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $50,000 |
| CITY YEAR | ||||||
| 287 COLUMBUS AVENUE | BOSTON | MA | 02116 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $3,950,000 |
| BILL HILLARY & CHELSEA CLINTON FOUNDATION | ||||||
| 1200 PRESIDENT CLINTON AVENUE | LITTLE ROCK | AR | 72201 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $625,000 |
| THE BARACK OBAMA FOUNDATION | ||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $1,333,334 |
| BOSTON CHILDREN'S HOSPITAL TRUST | ||||||
| 401 PARK DRIVE 602 | BOSTON | MA | 02215 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $1,650,000 |
| HARVARD UNIVERSITY ARTS & SCIENCES | ||||||
| FACULTY OF ARTS AND SCIENCES | CAMBRIDGE | MA | 02138 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $1,600,000 |
| HARVARD TH CHAN SCHOOL OF PUBLIC HEALTH | ||||||
| 677 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $1,100,000 |
| LIFT INC | ||||||
| 1620 I STREET NEW SUITE 820 | WASHINGTON DC | DC | 20006 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $750,000 |
| CITYSPACE INC | ||||||
| 50 PAYSON AVENUE | EASTHAMPTON | MA | 01027 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $1,000,000 |
| EVERYTOWN FOR GUN SAFETY ACTION FUND INC | ||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $100,000 |
| INTEGRITY FIRST FOR AMERICA | ||||||
| PO BOX 1831 | NEW YORK | NY | 10016 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $100,000 |
| BEST BUDDIES INTERNATIONAL INC | ||||||
| 100 SOUTHEAST 2ND STREET SUITE 2200 | MIAMI | FL | 33131 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $100,000 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $1,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,458,334 | 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 | $217,199 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,149,964 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,019,838 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,387,001 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,387,001 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JONATHAN S LAVINE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ST JAMES AVE 740 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $12,041,512 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (15 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 30,597 SHS BFAM | $3,181,170 | 2018-03-29 |
| 1 | 9,145 SHS IQVIA | $957,436 | 2018-06-12 |
| 1 | 1,285 SHS APPL | $224,072 | 2018-12-31 |
| 1 | 9,490 SHS AMT | $1,265,824 | 2018-12-31 |
| 1 | 184 SHS AMZN | $271,957 | 2018-12-31 |
| 1 | 37,660 SHS BAC | $1,173,486 | 2018-12-31 |
| 1 | 46,550 SHS DENN | $706,396 | 2018-12-31 |
| 1 | 7,085 SHS DLTR | $735,813 | 2018-12-31 |
| 1 | 3,770 SHS KMX | $224,635 | 2018-12-31 |
| 1 | 3,295 SHS MA | $567,729 | 2018-12-31 |
| 1 | 610 SHS MKL | $673,410 | 2018-12-31 |
| 1 | 14,025 SHS MSFT | $1,290,370 | 2018-12-31 |
| 1 | 945 SHS PXD | $157,971 | 2018-12-31 |
| 1 | 4,430 SHS V | $529,030 | 2018-12-31 |
| 1 | 2,310 SHS ZAYO | $82,213 | 2018-12-31 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US TRUST #7543 | $2,921,840 | $2,591,857 |
| US TRUST #3989 | $50,689,800 | $50,749,962 |
| GS #205-6 | $9,695,412 | $8,998,443 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| US TRUST #3989 | AT COST | $12,456,900 | $11,654,808 |
| US TRUST #7543 | AT COST | $3,557,851 | $3,548,739 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIV INCOME PAID BUT NOT EARNED IN 2018 | $11,495 |
| OTHER DECREASE | $4,531 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INT INCOME EARNED BUT NOT PAID IN 2018 | Desc |
| Amt | $16,011 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TRUST BANK FEES | CategoryTxt |
| Amt | $271,981 | Amt |
| Net Investment Income | $271,981 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FORM 8802 PAYMENT | $85 | $0 | $0 | $0 |
| FOREIGN TAX PAID | $45,939 | $45,939 | $0 | $0 |
| FEDERAL EXTENSION TAX PAYMENT | $350,000 | $0 | $0 | $0 |
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