efile Public Visual Render
ObjectId: 202323189349103432 - Submission: 2023-11-14
TIN: 04-6904949
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0047
20
22
Open to Public Inspection
For calendar year 2022, or tax year beginning
01-01-2022
, and ending
12-31-2022
Name of foundation
LINDE FAMILY FOUNDATION
C/O ERIC RIAK - CIBC PRIVATE WEALTH MGMT
Number and street (or P.O. box number if mail is not delivered to street address)
100 FEDERAL STREET
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON
,
MA
021101802
A Employer identification number
04-6904949
B
Telephone number (see instructions)
(617) 927-5700
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
144,643,061
J
Accounting method:
Cash
Accrual
Other (specify)
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
563,590
563,590
4
Dividends and interest from securities
...
3,038,907
3,038,907
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
2,358,963
b
Gross sales price for all assets on line 6a
3,500,084
7
Capital gain net income (from Part IV, line 2)
...
2,358,963
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
List of Attached Documents:
// Content
151,988
151,988
12
Total.
Add lines 1 through 11
........
6,113,448
6,113,448
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
List of Attached Documents:
// Content
49,300
24,650
24,650
c
Other professional fees (attach schedule)
....
List of Attached Documents:
// Content
1,180,694
430,694
750,000
17
Interest
...............
133,820
133,820
0
18
Taxes (attach schedule) (see instructions)
...
List of Attached Documents:
// Content
191,306
26,306
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
List of Attached Documents:
// Content
325,238
325,238
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,880,358
940,708
774,650
25
Contributions, gifts, grants paid
.......
7,217,280
7,217,280
26
Total expenses and disbursements.
Add lines 24 and 25
9,097,638
940,708
7,991,930
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-2,984,190
b
Net investment income
(if negative, enter -0-)
5,172,740
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2022)
Page 2
Form 990-PF (2022)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
2,839,781
1,932,581
1,932,581
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
12,934,293
List of Attached Documents:
// Content
11,110,800
11,110,800
b
Investments—corporate stock (attach schedule)
.......
154,568,588
List of Attached Documents:
// Content
114,140,469
114,140,469
c
Investments—corporate bonds (attach schedule)
.......
11,061,768
List of Attached Documents:
// Content
7,020,525
7,020,525
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
8,250,171
List of Attached Documents:
// Content
10,282,820
10,282,820
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
List of Attached Documents:
// Content
158,742
List of Attached Documents:
// Content
155,866
List of Attached Documents:
// Content
155,866
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
189,813,343
144,643,061
144,643,061
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
List of Attached Documents:
// Content
826,389
List of Attached Documents:
// Content
0
23
Total liabilities
(add lines 17 through 22)
.........
826,389
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
188,986,954
144,643,061
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
188,986,954
144,643,061
30
Total liabilities and net assets/fund balances
(see instructions)
.
189,813,343
144,643,061
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
188,986,954
2
Enter amount from Part I, line 27a
.....................
2
-2,984,190
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
186,002,764
5
Decreases not included in line 2 (itemize)
List of Attached Documents:
// Content
5
41,359,703
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
144,643,061
Form
990-PF
(2022)
Page 3
Form 990-PF (2022)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
LONG-TERM GAIN FROM CIBC
P
b
SHORT-TERM LOSS FROM CIBC
P
c
LONG-TERM LOSS FROM AT PRIVATE CREDIT OPPORTUNITIES FUND, LLC
P
d
SHORT-TERM GAIN FROM AT PRIVATE CREDIT OPPORTUNITIES FUND, LLC
P
e
LONG-TERM LOSS FROM AT PRIVATE CREDIT OPPORTUNITIES FUND, LLC
P
SHORT-TERM GAIN FROM ATLAS POINT GLOBAL MULTI-STRATEGY FUND, LLC
P
LONG-TERM GAIN FROM ATLAS POINT GLOBAL MULTI-STRATEGY FUND, LLC
P
LONG-TERM GAIN FROM ATLAS POINT GLOBAL MULTI-STRATEGY FUND, LLC
P
LONG-TERM GAIN FROM PINE BROOK CAPITAL PARTNERS II CAYMAN AV, LP
P
SHORT-TERM GAIN FROM SUN CAPITAL PARTNERS V
P
LONG-TERM GAIN FROM SUN CAPITAL PARTNERS V
P
LONG-TERM LOSS FROM GREYCROFT GROWTH III, LP
P
LONG-TERM LOSS FROM HEADLINE US VI, LP F/K/A E. VENTURES US VI, LP
P
LONG-TERM GAIN FROM OCM ASIA
P
LONG-TERM GAIN FROM PROVIDENCE STRATEGIC GROWTH IV-A, LP
P
CAPITAL GAINS DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
1,338,936
1,338,936
b
1,037,516
-1,037,516
c
122
-122
d
826
826
e
3,454
-3,454
8,394
8,394
7,376
7,376
14,225
14,225
242,365
242,365
15
15
48,959
48,959
99,883
-99,883
146
-146
1,409
1,409
77,918
77,918
1,759,661
1,759,661
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
1,338,936
b
-1,037,516
c
-122
d
826
e
-3,454
8,394
7,376
14,225
242,365
15
48,959
-99,883
-146
1,409
77,918
1,759,661
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
2,358,963
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Form
990-PF
(2022)
Page 4
Form 990-PF (2022)
Page
4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
1
71,901
b
All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
71,901
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
71,901
6
Credits/Payments:
a
2022 estimated tax payments and 2021 overpayment credited to 2022
6a
68,483
b
Exempt foreign organizations—tax withheld at source
......
6b
0
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
50,000
d
Backup withholding erroneously withheld
..........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
118,483
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2221 is attached.
List of Attached Documents:
// Content
8
97
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
46,485
11
Enter the amount of line 10 to be:
Credited to 2023 estimated tax
46,485
Refunded
11
0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
.........
4a
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XIV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2022)
Page 5
Form 990-PF (2022)
Page
5
Part VI-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
ERIC RIAK CIBC PRIVATE WEALTH MGMT
Telephone no.
(617) 927-5700
Located at
100 FEDERAL STREET
BOSTON
MA
ZIP+4
02110
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
...........
1a(1)
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
..............................
1a(2)
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
...........
1a(3)
Yes
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
............
1a(4)
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
......................
1a(5)
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
...............
1a(6)
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
..........
1b
No
c
Organizations relying on a current notice regarding disaster assistance check here
........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022?
.............
1d
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?
....................
2a
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
..............................
3a
No
b
If "Yes," did it have excess business holdings in 2022 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2022.)
.....................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022?
..
4b
No
Form
990-PF
(2022)
Page 6
Form 990-PF (2022)
Page
6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
..........
5a(1)
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
....................
5a(2)
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
.............
5a(3)
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
........................
5a(4)
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.............
5a(5)
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
........
5b
c
Organizations relying on a current notice regarding disaster assistance check
.........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
.................
5d
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.............................
6a
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
.....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.........................
8
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
JOYCE LINDE
TRUSTEE
0.25
0
0
0
C/O GS 400 ATLANTIC AVE
BOSTON
,
MA
02110
DOUGLAS T LINDE
TRUSTEE
0.25
0
0
0
C/O CIBC 100 FEDERAL STREET
BOSTON
,
MA
02110
CAROL CROFT LINDE
TRUSTEE
0.25
0
0
0
C/O CIBC 100 FEDERAL STREET
BOSTON
,
MA
02110
KAREN LINDE PACKMAN
TRUSTEE
0.25
0
0
0
C/O CIBC 100 FEDERAL STREET
BOSTON
,
MA
02110
JEFFREY N PACKMAN
TRUSTEE
0.25
0
0
0
C/O CIBC 100 FEDERAL STREET
BOSTON
,
MA
02110
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2022)
Page 7
Form 990-PF (2022)
Page
7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
MOTT PHILANTHROPIC
ADVISOR SERVICES
750,000
PRUDENTIAL TOWER 800 BOYLSTON
STREET SUITE 1560
BOSTON
,
MA
02199
CIBC PRIVATE WEALTH MANAGEMENT
INVESTMENT SERVICES
280,725
100 FEDERAL ST 37TH FLOOR
BOSTON
,
MA
02110
POLEN CAPITAL
ADVISOR SERVICES
148,205
500 BOYLSTON ST SUITE 1100
BOSTON
,
MA
02116
Total
number of others receiving over $50,000 for professional services
.............
0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part VIII-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2022)
Page 8
Form 990-PF (2022)
Page
8
Part IX
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
154,157,368
b
Average of monthly cash balances
.......................
1b
4,394,229
c
Fair market value of all other assets (see instructions)
................
1c
157,304
d
Total
(add lines 1a, b, and c)
.........................
1d
158,708,901
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
158,708,901
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
2,380,634
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
156,328,267
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
7,816,413
Part X
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part IX, line 6
..................
1
7,816,413
2a
Tax on investment income for 2022 from Part V, line 5
.......
2a
71,901
b
Income tax for 2022. (This does not include the tax from Part V.)
...
2b
1,816
c
Add lines 2a and 2b
............................
2c
73,717
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
7,742,696
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
7,742,696
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1
...
7
7,742,696
Part XI
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
7,991,930
b
Program-related investments—total from Part VIII-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part XII, line 4.
.......
4
7,991,930
Form
990-PF
(2022)
Page 9
Form 990-PF (2022)
Page
9
Part XII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1
Distributable amount for 2022 from Part X, line 7
7,742,696
2
Undistributed income, if any, as of the end of 2022:
a
Enter amount for 2021 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2022:
a
From 2017
......
2,259,711
b
From 2018
......
745,368
c
From 2019
......
373,069
d
From 2020
......
2,524,823
e
From 2021
......
f
Total
of lines 3a through e
........
5,902,971
4
Qualifying distributions for 2022 from Part
XI, line 4:
$
7,991,930
a
Applied to 2021, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2022 distributable amount
.....
7,742,696
e
Remaining amount distributed out of corpus
249,234
5
Excess distributions carryover applied to 2022.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
6,152,205
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions)
...
2,259,711
9
Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a
......
3,892,494
10
Analysis of line 9:
a
Excess from 2018
....
745,368
b
Excess from 2019
....
373,069
c
Excess from 2020
....
2,524,823
d
Excess from 2021
....
e
Excess from 2022
....
249,234
Form
990-PF
(2022)
Page 10
Form 990-PF (2022)
Page
10
Part XIII
Private Operating Foundations
(see instructions and Part VI-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2022, enter the date of the ruling
......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2022
(b)
2021
(c)
2020
(d)
2019
b
85% (0.85) of line 2a
.........
c
Qualifying distributions from Part XI,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed
..
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
JOYCE LINDE
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MOTT PHILANTHROPIC
PRUDENTIAL TOWER 800 BOYLSTON
STREET SUITE 1560
BOSTON
,
MA
02199
(617) 927-5700
b
The form in which applications should be submitted and information and materials they should include:
N/A
c
Any submission deadlines:
N/A
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
N/A
Form
990-PF
(2022)
Page 11
Form 990-PF (2022)
Page
11
Part XIV
Supplementary Information
(continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
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
ROOM 139
CAMBRIDGE
,
MA
021394307
N/A
PC
2021-2022 SUPPORT FOR THE OFFICE OF ENGINEERING OUTREACH PROGRAMS
125,000
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
HALL
BOSTON
,
MA
02115
N/A
PC
OPERATING SUPPORT
5,000
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
0116
BOSTON
,
MA
02199
N/A
PC
OPERATING SUPPORT
25,000
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
UNIVERSITY
MEDFORD
,
MA
02155
N/A
PC
TUFTS UNIVERSITY PRISON INITIATIVE OF TISCH COLLEGE (TUPIT)
10,000
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
Total
.................................
3a
7,217,280
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2022)
Page 12
Form 990-PF (2022)
Page
12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
563,590
4
Dividends and interest from securities
....
14
3,038,907
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
211100
1,359
14
150,629
8
Gain or (loss) from sales of assets other than
inventory
............
211100
36,566
18
2,322,397
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
37,925
6,075,523
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
6,113,448
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2022)
Page 13
Form 990-PF (2022)
Page
13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
2023-11-09
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
SARAH A GUILMETTE
Preparer's Signature
Date
2023-11-09
Check if self-
employed
PTIN
P00849673
Firm's name
PKF O'CONNOR DAVIES ADVISORY LLC
Firm's EIN
87-3231666
Firm's address
150 PRESIDENTIAL WAY SUITE 510
WOBURN
,
MA
01801
Phone no.
(781) 937-5300
Form
990-PF
(2022)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description