LINDE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LINDE FAMILY FOUNDATION (EIN 04-6904949)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202513189349104946
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T18:52:56-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | 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 | 2024-01-01 | 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 | KAREN LINDE PACKMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6179275700 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH A GUILMETTE | PreparerPersonNm |
| PTIN | P00849673 | PTIN |
| Phone | 7819375300 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| 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 | $214,851,922 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $50,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,807,614 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,807,614 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,767,566 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,767,566 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,087,683 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,181,845 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,087,683 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $217,141 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $217,141 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $71,880,004 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,880,004 | 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 | $35,188 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,594 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,594 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,078,813 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $328,813 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $750,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $385,612 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $385,612 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $309,601 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,601 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $538,388 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $538,388 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,347,602 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,293,008 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $767,594 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,782,495 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,782,495 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,130,097 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,293,008 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,550,089 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $52,749,907 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,586,996 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,790,507 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,168,114 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,168,114 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $9,664,419 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,348,076 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,348,076 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $124,701,127 | CorporateStockBOYAmt |
| Corporate Stock EOY | $145,198,093 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $145,198,093 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,271,145 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,567,475 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,567,475 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,077,962 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,570,164 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,570,164 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $159,505,160 | TotalAssetsBOYAmt |
| Total Assets EOY | $214,851,922 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $214,851,922 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $159,505,160 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $214,851,922 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $159,505,160 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $214,851,922 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $159,505,160 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $214,851,922 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $159,505,160 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $52,749,907 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,596,855 | OtherIncreasesAmt |
| Subtotal | $214,851,922 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $214,851,922 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 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 | $12,660,447 | $12,660,447 | $12,660,447 | |
| SHORT-TERM GAIN FROM CIBC | P | $289,736 | $289,736 | $289,736 | |
| SHORT-TERM GAIN FROM ATLAS POINT GLOBAL MULTI-STRATEGY FUND, LLC | P | $54,992 | $54,992 | $54,992 | |
| LONG-TERM GAIN FROM ATLAS POINT GLOBAL MULTI-STRATEGY FUND, LLC | P | $25,171 | $25,171 | $25,171 | |
| LONG-TERM GAIN FROM ATLAS POINT GLOBAL MULTI-STRATEGY FUND, LLC | P | $4,112 | $4,112 | $4,112 | |
| LONG-TERM LOSS PINE BROOK CAPITAL PARTNERS II CAYMAN AV LP | P | -$22,584 | -$22,584 | $22,584 | |
| SHORT-TERM GAIN SUN CAPITAL PARTNERS V LP | P | -$1 | -$1 | $1 | |
| LONG-TERM GAIN SUN CAPITAL PARTNERS V LP | P | $367 | $367 | $367 | |
| LONG-TERM LOSS GREYCROFT GROWTH III, LP | P | -$26,755 | -$26,755 | $26,755 | |
| LONG-TERM LOSS PROVIDENCE STRATEGIC GROWTH IV-A LP | P | -$2,949 | -$2,949 | $2,949 | |
| LONG-TERM GAIN HEADLINE US VI, LP F/K/A E. VENTURES US VI LP | P | $905 | $905 | $905 | |
| LONG-TERM GAIN HEADLINE GROWTH III, LP F/K/A E. VENTURE GROWTH III, LP | P | $27,680 | $27,680 | $27,680 | |
| LONG-TERM LOSS VALOR EQUITY PARTNERS VI-B LP | P | -$956 | -$956 | $956 | |
| LONG-TERM GAIN NEA 18 VENTURE GROWTH EQUITY, LP | P | $4,673 | $4,673 | $4,673 | |
| LONG-TERM GAIN NEW ENTERPRISE ASSOCIATES 18, LP | P | $11,635 | $11,635 | $11,635 | |
| SHORT-TERM GAIN NEW ENTERPRISE ASSOCIATES 18, LP | P | $11,605 | $11,605 | $11,605 | |
| LONG-TERM GAIN GREYCROFT GROWTH IV, LP | P | $14,305 | $14,305 | $14,305 | |
| LONG-TERM LOSS GREYCROFT PARTNERS VII, LP | P | -$24,443 | -$24,443 | $24,443 | |
| SHORT-TERM LOSS GREYCROFT PARTNERS VII, LP | P | -$449 | -$449 | $449 | |
| LONG-TERM LOSS ACCOMPLICE FUND IV, LP | P | -$14,329 | -$14,329 | $14,329 | |
| SHORT-TERM LOSS QUIET VENTURE III, LP | P | -$1,660 | -$1,660 | $1,660 | |
| SHORT-TERM LOSS ACCOMPLICE FUND IV, LP | P | -$36 | -$36 | $36 | |
| LONG-TERM GAIN ON SALE OF KING STREET CAPITAL LTD | P | $47,888 | $47,888 | $47,888 | |
| LONG-TERM GAIN ON SALE OF ATLAS POINT PRIVATE CREDIT OPPORTUNITIES FUND LLC | P | $21,398 | $21,398 | $21,398 | |
| LONG-TERM GAIN FROM MONROE CAPITAL CREDIT (CAYMAN) FEEDER FUND IV, LP | P | $1,590 | $1,590 | $1,590 | |
| LONG-TERM GAIN FROM RA CAPITAL NEXUS INTERNATIONAL II FUND, LP | P | $136,094 | $136,094 | $136,094 | |
| LONG-TERM GAIN FROM RA CAPITAL NEXUS INTERNATIONAL III FUND, LP | P | $147,160 | $147,160 | $147,160 | |
| CAPITAL GAINS DIVIDENDS | P | $3,722,087 | $3,722,087 | $3,722,087 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,087,683 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $286,159 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $286,159 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $286,159 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $274,996 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $225,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $499,996 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $681 | EsPenaltyAmt |
| Overpayment | $213,156 | OverpaymentAmt |
| Applied To ES Tax | $213,156 | 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 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| JOYCE LINDE | |||||||||
| C/O GS ONE POST OFFICE SQUARE 25TH | FL | BOSTON | MA | 02109 | 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 | $796,177 |
| CIBC PRIVATE WEALTH MANAGEMENT | ||||||
| 100 FEDERAL ST 37TH FLOOR | BOSTON | MA | 02110 | INVESTMENT SERVICES | $328,813 | |
| POLEN CAPITAL | ||||||
| 500 BOYLSTON ST SUITE 1100 | BOSTON | MA | 02116 | ADVISOR SERVICES | $161,217 | |
| 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 | $203,511,825 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,524,078 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $206,035,903 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $206,035,903 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,090,539 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $202,945,364 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,147,268 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,147,268 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $286,159 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $286,159 | TotalTaxAmt |
| Distributable Before Adj | $9,861,109 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,861,109 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,861,109 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,550,089 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,550,089 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,861,109 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $373,069 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,524,823 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $249,234 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,553,755 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,700,881 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,550,089 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,861,109 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,688,980 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,389,861 | 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 | $373,069 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,016,792 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,524,823 | ExcessFromYear4Amt |
| Excess From Year2 | $249,234 | ExcessFromYear2Amt |
| Excess From Year1 | $2,553,755 | ExcessFromYear1Amt |
| Excess From Current Year | $7,688,980 | 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 (115 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 | |
| A BETTER CITY INITIATIVE INC | ||||||||
| 14 BEACON ST 402 | BOSTON | MA | 02108 | N/A | PC | EQUITABLE WORKFORCE DEVELOPMENT OPPORTUNITIES IN BUILDING OPERATIONS | $100,000 | |
| ACRE FAMILY DAY CARE CORPORATION | ||||||||
| 55 MIDDLE STREET SUITE 500 | LOWELL | MA | 01852 | N/A | PC | OPERATING SUPPORT | $25,000 | |
| ACTION FOR BOSTON COMMUNITY DEVELOPMENT INC | ||||||||
| 178 TREMONT STREET | BOSTON | MA | 02111 | N/A | PC | HOUSING PROGRAMS | $20,000 | |
| 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 | OPERATING SUPPORT | $5,000 | |
| ARTISTS FOR HUMANITY INC | ||||||||
| EPICENTER / 100 WEST SECOND STREET | BOSTON | MA | 02127 | N/A | PC | GENERAL OPERATIONS & FOUNDATION TRAINING STUDIO | $99,347 | |
| ASIAN SISTERS PARTICIPATING IN REACHING EXCELLENCE | ||||||||
| PO BOX 51037 | BOSTON | MA | 02205 | N/A | PC | GENERAL OPERATIONS | $1,000 | |
| BALLET THEATRE OF BOSTON DBA JOSE MATEO'S BALLET THEATRE | ||||||||
| 400 HARVARD STREET | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL OPERATIONS & DEVELOPMENT CAPACITY-BUILDING | $200,000 | |
| BAY COVE HUMAN SERVICES | ||||||||
| 66 CANAL STREET | BOSTON | MA | 02114 | N/A | PC | OPERATING SUPPORT | $30,000 | |
| 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 | LINDE FAMILY PRIMARY CARE LEADERSHIP INSTITUTE AND EXPANDING HYPERTENSION CARE | $2,700,000 | |
| BOSTON ARTS ACADEMY FOUNDATION | ||||||||
| 2 CHARLESGATE W 5TH FLOOR | BOSTON | MA | 02215 | N/A | PC | MULTIMEDIA & ENTERTAINMENT PRODUCTION CTE PROGRAM | $100,000 | |
| BOSTON CITY SINGERS INC | ||||||||
| 17 WALDECK STREET | DORCHESTER | MA | 02124 | N/A | PC | GENERAL OPERATIONS/REBUILDING BOSTON CITY SINGERS' MEMBERSHIP | $185,000 | |
| BOSTON COLLEGIATE CHARTER SCHOOL FOUNDATION INC | ||||||||
| 215 SYDNEY STREET | DORCHESTER | MA | 02125 | N/A | PC | GENERAL OPERATIONS/INCREASING OPPORTUNITIES FOR MUSIC EDUCATION AT BOSTON COLLEGIATE | $185,000 | |
| 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 | SUPPORT FOR TANGLEWOOD LEARNING CENTER'S NON-ORCHESTRAL COMMUNITY PROGRAMING | $100,000 | |
| BOSTON YOUTH SYMPHONY ORCHESTRA INC | ||||||||
| 855 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | N/A | PC | GENERAL OPERATIONS, INTENSIVE COMMUNITY PROGRAM FACULTY SALARIES, AND CREATING THE BYSO YOUTH CENTER FOR MUSIC | $1,200,000 | |
| BOSTONS CHILDRENS CHORUS INC | ||||||||
| 20 OLD COLONY AVENUE 2ND FLOOR | BOSTON | MA | 02127 | N/A | PC | GENERAL OPERATIONS/STAFFING DIRECTOR OF GOOD TROUBLE POSITION | $125,000 | |
| 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 | |
| BRIGHTER BOSTON INC | ||||||||
| 175 WILLIAM F MCCLELLAN HWY | BOSTON | MA | 02128 | N/A | PC | GENERAL OPERATIONS | $40,000 | |
| BROOKLINE COMMUNITY MENTAL HEALTH CENTER INC | ||||||||
| 41 GARRISON RD | BROOKLINE | MA | 02445 | N/A | PC | BRIDGE FOR RESILIENT YOUTH IN TRANSITION | $20,000 | |
| BROWNING THE GREEN SPACE INC | ||||||||
| 50 MILK STREET 15TH FLOOR | BOSTON | MA | 02109 | N/A | PC | BGS CLEAN ENERGY CAREER DEVELOPMENT PROGRAM | $104,000 | |
| BUILDING PATHWAYS INC | ||||||||
| 1705 COLUMBUS AVE | ROXBURY | MA | 02119 | N/A | PC | BUILDING PATHWAYS PRE-APPRENTICESHIP PROGRAM | $100,000 | |
| BUNKER HILL COMMUNITY COLLEGE FOUNDATION INC | ||||||||
| 250 RUTHERFORD AVE | CHARLESTOWN | MA | 021292925 | N/A | PC | ENROLLING AND RETAINING MORE NURSING STUDENTS: A DUAL PILOT PROGRAM | $80,000 | |
| CAMBRIDGE REPRODUCTIVE HEALTH CONSULTANTS THE MAP | ||||||||
| 2067 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02140 | N/A | PC | THE MASSACHUSETTS MEDICATION ABORTION ACCESS PROJECT (THE MAP) | $100,000 | |
| CAMP HARBOR VIEW FOUNDATION INC | ||||||||
| 79 NEWBURY STREET | BOSTON | MA | 02116 | N/A | PC | OPERATING SUPPORT | $25,000 | |
| CENTER FOR SOUTHWEST CULTURE | ||||||||
| 505 MARQUETTE AVE NW 1610 | ALBUQUERQUE | NM | 87102 | N/A | PC | VALLEY ABORTION PROJECT | $50,000 | |
| CHILDREN'S HOSPITAL CORPORATION | ||||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | N/A | PC | MULTIDISCIPLINARY CURRICULUM AND TRAINING FOR IDENTIFICATION AND RESPONSE TO CHILD MALTREATMENT AND EXPLOITATION | $40,000 | |
| CITIZENS HOUSING & PLANNING ASSOCIATION INC | ||||||||
| ONE BEACON STREET 5TH FLOOR | BOSTON | MA | 02108 | N/A | PC | OPERATING SUPPORT | $20,000 | |
| 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/TO REFINE, STANDARDIZE, AND CONTINUE TO EXPAND YOUTH ARTS EMPLOYMENT AT CMCB | $195,000 | |
| COMMUNITY SERVINGS | ||||||||
| 179 AMORY STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | OPERATING SUPPORT | $30,000 | |
| COMPANY ONE INC | ||||||||
| 539 TREMONT ST | BOSTON | MA | 02116 | N/A | PC | GENERAL OPERATIONS | $50,000 | |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | N/A | PC | CENTER FOR THERAPEUTIC DISCOVERY | $2,000,000 | |
| DISMAS HOUSE OF MASSACHUSETTS INC | ||||||||
| PO BOX 30125 C/O DAVID MCMAHON | WORCESTER | MA | 01603 | N/A | PC | GENERAL OPERATIONS | $14,000 | |
| EDVESTORS INC | ||||||||
| 140 CLARENDON STREET SUITE 401 | BOSTON | MA | 02131 | N/A | PC | BOSTON PUBLIC SCHOOLS ARTS EXPANSION | $200,000 | |
| ELIOT COMMUNITY HUMAN SERVICES INC | ||||||||
| 125 HARTWELL AVENUE | LEXINGTON | MA | 02421 | N/A | PC | OPERATING SUPPORT | $20,000 | |
| ENGLISH FOR NEW BOSTONIANS INC | ||||||||
| 105 CHAUNCY STREET 4TH FLOOR | BOSTON | MA | 02111 | N/A | PC | OPERATING SUPPORT | $20,000 | |
| FACING HISTORY AND OURSELVES NATIONAL FOUNDATION INC | ||||||||
| 89 SOUTH STREET SUITE 401 | BOSTON | MA | 02111 | N/A | PC | OPERATING SUPPORT | $20,000 | |
| FRIENDS OF BOSTON'S HOMELESS | ||||||||
| 12 WISE STREET | BOSTON | MA | 02130 | N/A | PC | OPERATING SUPPORT | $25,000 | |
| GRANTMAKERS IN THE ARTS | ||||||||
| 604 WEST GALER STREET | SEATTLE | WA | 981193253 | N/A | PC | 2025 MEMBERSHIP DUES/2025 ADDITIONAL DONATION | $3,500 | |
| GRUB STREET INC | ||||||||
| P O BOX 418 | ARLINGTON | MA | 02476 | N/A | PC | GENERAL OPERATIONS/BUILDING THE GRUBSTREET WORKPLACE WRITING PROGRAM | $100,000 | |
| HACKDIVERSITY INC | ||||||||
| 50 MILK ST FLOOR 16 | BOSTON | MA | 02109 | N/A | PC | BREAKING DOWN BARRIERS FOR BLACK AND LATINX PROFESSIONALS IN TECH | $100,000 | |
| HEADING HOME | ||||||||
| 186 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | N/A | PC | OPERATING SUPPORT | $20,000 | |
| HEALTH REASOURCES IN ACTION | ||||||||
| 2 BOYLSTON ST 4TH FLOOR | BOSTON | MA | 02116 | N/A | PC | CREATIVE YOUTH DEVELOPMENT FELLOWSHIP | $51,000 | |
| HOMESTART INC | ||||||||
| 105 CHAUNCY STREET SUITE 502 | BOSTON | MA | 02111 | N/A | PC | OPERATING SUPPORT | $20,000 | |
| HOPEWELL FUND | ||||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | ACCESS FUND & ACCESS, QUALITY & SUSTAINABILITY FUND | $350,000 | |
| HORIZONS FOR HOMELESS CHILDREN | ||||||||
| 1785 COLUMBUS AVENUE | ROXBURY | MA | 02119 | N/A | PC | OPERATING SUPPORT | $10,000 | |
| HYDE SQUARE TASK FORCE INC | ||||||||
| 30 SUNNYSIDE STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | GENERAL OPERATIONS/PHASE THREE DATABASE BUILD-OUT | $90,000 | |
| IMMIGRANT FAMILY SERVICES INSTITUTE INC | ||||||||
| 1626 BLUE HILL AVE | MATTAPAN | MA | 02126 | N/A | PC | GENERAL OPERATIONS/OPERATING SUPPORT | $70,000 | |
| INNOVATORS FOR PURPOSE | ||||||||
| 825 MAIN STREET | ACTON | MA | 01720 | N/A | PC | IFP 2.0, THE NEXT DECADE | $100,000 | |
| LOVIN SPOONFULS INC | ||||||||
| 189 WELLS AVE SUITE 100 | NEWTON | MA | 02459 | N/A | PC | OPERATING SUPPORT | $20,000 | |
| MABEL CENTER FOR IMMIGRANT JUSTICE CORP | ||||||||
| 200 PORTLAND STREET 5TH FLOOR | BOSTON | MA | 02114 | N/A | PC | OPERATING SUPPORT | $20,000 | |
| MAKING MUSIC MATTERS | ||||||||
| 86 TYNDALE ST | ROSLINDALE | MA | 02131 | N/A | PC | GENERAL OPERATIONS | $75,000 | |
| MASSACHUSETTS AFFORDABLE HOUSING ALLIANCE INC | ||||||||
| 1803 DORCHESTER AVENUE | DORCHESTER | MA | 02124 | N/A | PC | OPERATING SUPPORT | $20,000 | |
| MASSACHUSETTS IMMIGRANT AND REFUGEE ADVOCACY COALITION INC | ||||||||
| 105 CHAUNCY STREET SUITE 901 | BOSTON | MA | 02111 | N/A | PC | OPERATING SUPPORT | $20,000 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVENUE BLDG E-17 | CAMBRIDGE | MA | 021394307 | N/A | PC | MIT INTRODUCTION TO TECHNOLOGY, ENGINEERING, AND SCIENCE (MITES) | $175,000 | ROOM 139 |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN | ||||||||
| 125 HARTWELL AVENUE | LEXINGTON | MA | 02421 | N/A | PC | OPERATING SUPPORT | $10,000 | |
| MEMPHIS CENTER FOR REPRODUCTIVE HEALTH INC | ||||||||
| 1203 POPLAR AVE | MEMPHIS | TN | 38104 | N/A | PC | CHOICES CENTER FOR REPRODUCTIVE HEALTH | $50,000 | |
| METROPOLITAN BOSTON HOUSING PARTNERSHIP INC | ||||||||
| 1411 TREMONT STREET | BOSTON | MA | 02120 | N/A | PC | OPERATING SUPPORT | $20,000 | |
| MUSEUM OF SCIENCE | ||||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | N/A | PC | CREATING A STEM PATHWAY FOR BPS STUDENTS THROUGH CROSS-CURRICULAR IMPLEMENTATION | $85,220 | |
| NATIONAL ABORTION FEDERATION HOTLINE FUND | ||||||||
| 1090 VERMONT AVE NW SUITE 1000 | WASHINGTON | DC | 20005 | N/A | PC | DR. TILLER PATIENT ASSISTANCE FUND | $250,000 | |
| NATIONAL COUNCIL OF JEWISH WOMEN ST LOUIS HOPE CLINIC FUND | ||||||||
| 2055 L ST NW SUITE 650 | WASHINGTON | DC | 20036 | N/A | PC | HOPE CLINIC FUND | $50,000 | |
| NATIONAL NETWORK OF ABORTION FUNDS ACCESS REPRODUCTIVE CARE-SOUTHEAST | ||||||||
| PO BOX 570132 | ATLANTA | GA | 30357 | N/A | PC | GENERAL OPERATIONS SUPPORT | $50,000 | |
| NOW AND THERE | ||||||||
| 186 SOUTH ST STE 302 | BOSTON | MA | 02111 | N/A | PC | THE BOSTON PUBLIC ART TRIENNIAL 2025 | $500,000 | |
| ORIGINATION | ||||||||
| PO BOX 191878 | ROXBURY | MA | 02119 | N/A | PC | GENERAL OPERATIONS/DEVELOPMENT STRATEGIC PLANNING AND EXECUTION INITIATIVE | $69,380 | |
| PARTAKERS | ||||||||
| 230 CENTRAL STREET | AUBURNDALE | MA | 02466 | N/A | PC | GENERAL OPERATIONS | $6,000 | |
| PER SCHOLAS INC | ||||||||
| 804 E 138TH STREET 2 | BRONX | NY | 10454 | N/A | PC | IT JOB SKILLS TRAINING & INNOVATION PILOT | $100,000 | |
| PHILANTHROPY MA THE SUMMER FUND | ||||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | N/A | PC | OPERATING SUPPORT | $15,000 | |
| PHILANTHROPY MA BOSTON EDUCATION FUNDERS GROUP | ||||||||
| 77 SUMMER ST SUITE 800 | BOSTON | MA | 021101006 | N/A | PC | BEF 2024 MEMBERSHIP | $3,000 | |
| PHILANTHROPY MASSACHUSETTS | ||||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | N/A | PC | 2024 MEMBERSHIP DUES/MASS ARTS FUNDER SUPPORT | $15,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC-C3 | ||||||||
| 123 WILLIAM ST | NEW YORK | NY | 10038 | N/A | PC | THE RESOLUTE CAMPAIGN: THE FIGHT FOR ABORTION EQUITY | $200,000 | |
| 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 | $10,000 | 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 | STEM CAREER R&D LABS: EXPANDING WORK-BASED LEARNING OPPORTUNITIES IN MASSACHUSETTS HIGH SCHOOLS | $50,000 | |
| RESILIENT CODERS INC | ||||||||
| 1 BROADWAY 3RD FLOOR | CAMBRIDGE | MA | 02142 | N/A | PC | RESILIENT CODERS BOSTON BOOTCAMP | $100,000 | |
| RIAN IMMIGRANT CENTER INC | ||||||||
| 1 STATE STREET 8TH FLOOR | BOSTON | MA | 01915 | N/A | PC | OPERATING SUPPORT | $20,000 | |
| RICHMOND LAND TRUST | ||||||||
| POST OFFICE BOX 21 | RICHMOND | MA | 01254 | N/A | PC | OPERATING SUPPORT | $5,000 | |
| 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 | |
| SANDY HOOK PROMISE FOUNDATION | ||||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | N/A | PC | OPERATING SUPPORT | $10,000 | |
| SCIENCE CLUB FOR GIRLS INC | ||||||||
| 136 MAGAZINE STREET 2 | CAMBRIDGE | MA | 02139 | N/A | PC | GENERAL OPERATIONS | $20,000 | |
| SEVEN HILLS FOUNDATION INC | ||||||||
| 81 HOPE AVE | WORCESTER | MA | 01603 | N/A | PC | GENERAL OPERATIONS | $40,000 | |
| SMU DATAARTS | ||||||||
| 6425 BOAZ LANE | DALLAS | TX | 75205 | N/A | PC | 2025 DONATION | $5,000 | |
| SOCIEDAD LATINA INC | ||||||||
| 1530 TREMONT STREET | ROXBURY | MA | 02121 | N/A | PC | GENERAL OPERATIONS/MARKETING ASSOCIATE STAFFER | $215,000 | |
| SPOKE ART INC | ||||||||
| 844 SUMMER ST | SOUTH BOSTON | MA | 02127 | N/A | PC | GENERAL OPERATIONS AND DEVELOPMENT STAFFING | $90,000 | |
| 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 | $20,000 | |
| 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 | $15,000 | |
| THE GREATER BOSTON FOOD BANK | ||||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | N/A | PC | OPERATING SUPPORT | $50,000 | |
| THE LAVENDER FUND | ||||||||
| 1120 19TH ST NW STE 820 | WASHINGTON | DC | 20036 | N/A | PC | SUPPORTING ABORTION ACCESS AT DUPONT CLINIC | $50,000 | |
| THEATER OFFENSIVE INC | ||||||||
| PO BOX 171731 | BOSTON | MA | 02117 | N/A | PC | GENERAL OPERATIONS/MAXIMIZING TTO'S CULTURAL IMPACT | $135,000 | |
| TRANSFORMATIVE CULTURE PROJECT INC | ||||||||
| 200 HARRISON AVE 262 | BOSTON | MA | 02118 | N/A | PC | GENERAL OPERATIONS | $30,000 | |
| TRUSTEES OF BOSTON COLLEGE | ||||||||
| 140 COMMONWEATLH AVENUE | CHESTNUT HILL | MA | 024673961 | N/A | PC | ENABLING OPPORTUNITY OVER TIME: RE-ENGAGING YOUTH WITH STEM VIA COMMUNITY AND FAMILY ENGAGMENT | $100,000 | |
| 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) | $25,000 | UNIVERSITY |
| TSNE MISSIONWORKS | ||||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 021112670 | N/A | PC | COMMUNITY BOAT BUILDING | $20,000 | |
| UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY | ||||||||
| PO BOX 412866 | BOSTON | MA | 022412866 | N/A | PC | NEW WAY FORWARD - BOSTON PARTNERS IN THE ECONOMIC INCLUSION AND WEALTH BUILDING | $75,000 | |
| UNIVERSITY OF MASSACHUSETTS FOUNDATION INC | ||||||||
| 100 CARLSON AVE BUILDING 12 | NEWTON | MA | 02459 | N/A | PC | NURSES CONNECT - A PEER MENTORING PROGRAM TO ENHANCE NURSING STUDENT SUCCESS | $100,000 | |
| 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/INCREASE STAFF CAPACITY | $100,000 | |
| UTEC INC | ||||||||
| PO BOX 7066 | LOWELL | MA | 01852 | N/A | PC | OPERATING SUPPORT | $20,000 | |
| 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 | UNDERGRADUATE FINANCIAL AID ENDOWMENT FUND, FACILITIES FUND & CENTER FOR PRISON EDUCATION | $1,025,000 | |
| WEST END HOUSE INC | ||||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | N/A | PC | GENERAL OPERATIONS | $200,000 | |
| YEAR UP | ||||||||
| 45 MILK ST | BOSTON | MA | 02109 | N/A | PC | OPERATING SUPPORT | $10,000 | |
| YOUNG WOMENS CHRISTIAN ASSOCIATION OF BOSTON INC | ||||||||
| 54 WASHINGTON ST | MALDEN | MA | 02148 | N/A | PC | FYRE INITIATIVE | $19,000 | |
| MASSCREATIVE INC | ||||||||
| 15 CHANNEL CENTER ST UNIT 103 | BOSTON | MA | 02210 | N/A | PC | 2025 MEMBERSHIP/2025 ADDITIONAL DONATION | $5,000 | |
| HEALTHY WALTHAM INC | ||||||||
| 510 MOODY ST | WALTHAM | MA | 02453 | N/A | PC | OPERATING SUPPORT | $10,000 | |
| MUSEUM OF FINE ARTS BOSTON | ||||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | PC | COMMUNITY ARTS INITIATIVE (CAI)/TABLE OF VOICES (TOV)/STEAM TEAM | $2,830,048 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,782,495 | 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 | $2,807,614 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,767,566 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211100 | BusinessCd |
| Unrelated Business Taxbl Incm | $84 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $217,057 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211100 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,740 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,082,943 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,824 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,875,180 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,880,004 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOYCE G LINDE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GS ONE POST OFFICE SQ FL 25 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PKFOD ACCOUNTANT FEES | CategoryTxt |
| Amt | $35,188 | Amt |
| Net Investment Income | $17,594 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,594 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $6,567,475 | EOYBookValueAmt |
| EOYFMV | $6,567,475 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $145,198,093 | EOYBookValueAmt |
| EOYFMV | $145,198,093 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,348,076 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,348,076 | 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 | $15,570,164 | BookValueAmt |
| EOYFMV | $15,570,164 | EOYFMVAmt |
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 | $536,617 | $536,617 | $0 |
| ORDINARY LOSSES FROM PINE BROOK CAPITAL PARTNERS II, LP | $1,769 | $1,769 | $0 |
| ORDINARY LOSSES FROM PSG V-A AIV, LP | $2 | $2 | $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 | $216,715 | $216,715 | $216,715 |
| ACCOMPLICE FUND IV, LP | $430 | $430 | $430 |
| PINE BROOK CAPITAL PARTNERS II, LP | -$2 | -$2 | -$2 |
| NEW ENTERPRISE ASSOCIATES 18, LP | -$2 | -$2 | -$2 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/(LOSS) FROM INVESTMENTS | Desc |
| Amt | $2,596,855 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $328,813 | $328,813 | $0 |
| MOTT PHILANTHROPIC | $750,000 | $0 | $750,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $287,000 | $0 | $0 |
| FOREIGN TAXES | $18,101 | $18,101 | $0 |
| STATE TAXES | $4,500 | $4,500 | $0 |
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