TY 2020 Form 990PF

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)	5,000,000
2	Check .............
3	Interest on savings and temporary cash investments	790,636	789,885
4	Dividends and interest from securities...	493,488	493,416
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		5,086,611
b	Gross sales price for all assets on line 6a
7	Capital gain net income (from Part IV, line 2)...		5,086,611
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).......		82,507	74,112	0
12	Total. Add lines 1 through 11........	11,453,242	6,444,024	0
	13	Compensation of officers, directors, trustees, etc.	0	0	0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		12,000	0	0	12,000
c	Other professional fees (attach schedule)....
17	Interest...............	683	683	0	0
18	Taxes (attach schedule) (see instructions)...		279,644	94,144	0	500
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		668,250	341,484	0	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	960,577	436,311	0	12,500
25	Contributions, gifts, grants paid.......	8,443,500			8,443,500
26	Total expenses and disbursements. Add lines 24 and 25	9,404,077	436,311	0	8,456,000
	27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	2,049,165
b	Net investment income (if negative, enter -0-)		6,007,713
c	Adjusted net income (if negative, enter -0-)...			0

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	9,305,122	3,647,432	3,647,432
	2	Savings and temporary cash investments.........
	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)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	108,907,056	116,613,911	120,702,550
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	118,212,178	120,261,343	124,349,982
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	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........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	118,212,178	120,261,343
	29	Total net assets or fund balances (see instructions).....	118,212,178	120,261,343
	30	Total liabilities and net assets/fund balances (see instructions).	118,212,178	120,261,343

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	5,086,611
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

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)
b	Reserved................................	1	83,507
c	All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% 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	83,507
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	83,507
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	68,754
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	30,000
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............	7	98,754
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.	8	183
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	15,064
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax15,064	Refunded	11	0

(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
LIA G POORVU	TRUSTEE 5.00	0	0	0
P O BOX 380828 CAMBRIDGE,MA02238
WILLIAM J POORVU	TRUSTEE 5.00	0	0	0
P O BOX 380828 CAMBRIDGE,MA02238

		(a) Corpus	(b) Years prior to 2019	(c) 2019	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7					5,954,847
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2020:
a From 2015......	373,676
b From 2016......	1,402,419
c From 2017......	60,621
d From 2018......	2,652,799
e From 2019......	3,777,635
fTotal of lines 3a through e........		8,267,150
4Qualifying distributions for 2020 from Part
XII, line 4: $ 8,456,000
a Applied to 2019, 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 2020 distributable amount.....					5,954,847
e Remaining amount distributed out of corpus		2,501,153
5 Excess distributions carryover applied to 2020.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		10,768,303
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 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........					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 2015 not applied on line 5 or line 7 (see instructions) ...		373,676
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		10,394,627
10 Analysis of line 9:
a Excess from 2016....	1,402,419
b Excess from 2017....	60,621
c Excess from 2018....	2,652,799
d Excess from 2019....	3,777,635
e Excess from 2020....	2,501,153

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ADOLESCENT CONSULTATION SERVICES 189 CAMBRIDGE ST CAMBRIDGE,MA02141	NONE	PUBLIC CHARITY	CHARITABLE	100,000
AMERICAN ACADEMY OF ARTS AND SCIENCES 136 IRVING ST CAMBRIDGE,MA02141	NONE	PUBLIC CHARITY	CHARITABLE	100,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF MASSACHUSETTS 211 CONGRESS ST 3RD FLOOR BOSTON,MA02110	NONE	PUBLIC CHARITY	CHARITABLE	25,000
AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET NEW YORK,NY10022	NONE	PUBLIC CHARITY	CHARITABLE	15,000
ARCHITECHTS FOUNDATION 1735 NEW YORK AVENUE WASHINGTON,DC20006	NONE	PUBLIC CHARITY	CHARITABLE	2,500
ARTS & BUSINESS COUNCIL OF GREATER BOSTON 15 CHANNEL CENTER ST BOSTON,MA02110	NONE	PUBLIC CHARITY	CHARITABLE	5,000
BARD COLLEGE - LONGY SCHOOL OF MUSIC C/O LONGY 27 GARDEN STREET CAMBRIDGE,MA02138	NONE	PUBLIC CHARITY	CHARITABLE	40,000
BOSTON BAROQUE 10 GUEST ST SUITE 290 BOSTON,MA02135	NONE	PUBLIC CHARITY	CHARITABLE	25,000
BOSTON BOOK FESTIVAL 32R ESSEX ST STE 5 CAMBRIDGE,MA02139	NONE	PUBLIC CHARITY	CHARITABLE	5,000
BOSTON BY FOOT 87 MOUNT VERNON ST BOSTON,MA02108	NONE	PUBLIC CHARITY	CHARITABLE	11,000
BOSTON CAMERATA PO BOX 120751 BOSTON,MA02112	NONE	PUBLIC CHARITY	CHARITABLE	30,000
BOSTON COLLEGE - MCMULLEN MUSEUM OF ART 140 COMMONWEALTH AVENUE CHESTNUT HILL,MA02467	NONE	PUBLIC CHARITY	CHARITABLE	5,000
BOSTON LANDMARKS ORCHESTRA 545 CONCORD AVENUE STE 318 CAMBRIDGE,MA02138	NONE	PUBLIC CHARITY	CHARITABLE	25,000
BOSTON LYRIC OPERA 11 AVENUE DE LAFAYETTE BOSTON,MA02111	NONE	PUBLIC CHARITY	CHARITABLE	7,500
BOSTON MEDICAL CENTER (GROW CLINIC) 801 MASS AVE 1ST FLOOR BOSTON,MA02118	NONE	PUBLIC CHARITY	CHARITABLE	100,000
BOSTON PUBLIC LIBRARY FOUNDATION 700 BOYLSTON ST BOSTON,MA02116	NONE	PUBLIC CHARITY	CHARITABLE	5,000
BOSTON SYMPHONY ORCHESTRA 301 MASS AVE BOSTON,MA02115	NONE	PUBLIC CHARITY	CHARITABLE	300,000
BOTTOM LINE 500 AMORY ST STE 3 JAMAICA PLAIN,MA02130	NONE	PUBLIC CHARITY	CHARITABLE	7,500
BREAKTHROUGH GREATER BOSTON PO BOX 381486 CAMBRIDGE,MA02238	NONE	PUBLIC CHARITY	CHARITABLE	5,000
BRIDGE OVER TROUBLED WATERS 47 WEST ST BOSTON,MA02111	NONE	PUBLIC CHARITY	CHARITABLE	15,000
BRIGHAM & WOMEN'S HOSPITAL 116 HUNTINGTON AVE 3RD FL BOSTON,MA02116	NONE	PUBLIC CHARITY	CHARITABLE	510,000
BROAD INSTITUTE 75 AMES ST ROOM 6023 CAMBRIDGE,MA02142	NONE	PUBLIC CHARITY	CHARITABLE	150,000
CAMBRIDGE CENTER FOR ADULT EDUCATION PO BOX 9113 CAMBRIDGE,MA02238	NONE	PUBLIC CHARITY	CHARITABLE	25,000
CAMBRIDGE COMMUNITY FOUNDATION 99 BISHOP ALLEN DRIVE CAMBRIDGE,MA02139	NONE	PUBLIC CHARITY	CHARITABLE	50,000
CAMBRIDGE PUBLIC LIBRARY FOUNDATION 449 BROADWAY CAMBRIDGE,MA02138	NONE	PUBLIC CHARITY	CHARITABLE	10,000
CAMP JABBERWOCKY PO BOX 1357 VINEYARD HAVEN,MA02568	NONE	PUBLIC CHARITY	CHARITABLE	10,000
CASE METHOD INSTITUTE FOR ED & DEMOCRACY 8 STORY ST STE 100 CAMBRIDGE,MA02138	NONE	PUBLIC CHARITY	CHARITABLE	250,000
CENTERVILLE PUBLIC LIBRARY 585 MAIN STREET CENTERVILLE,MA02632	NONE	PUBLIC CHARITY	CHARITABLE	5,000
CHARITIES AID FOUNDATION OF AMERICA 225 REINEKERS LANE STE 375 ALEXANDRIA,VA22314	NONE	PUBLIC CHARITY	CHARITABLE	25,000
COMBINED JEWISH PHILANTHROPIES 126 HIGH ST BOSTON,MA02110	NONE	PUBLIC CHARITY	CHARITABLE	200,000
CONSERVATORY LAB CHARTER SCHOOL 2120 DORCHESTER AVENUE BOSTON,MA02124	NONE	PUBLIC CHARITY	CHARITABLE	20,000
CRADLES TO CRAYONS 281 NEWTONVILLE AVENUE NEWTON,MA02460	NONE	PUBLIC CHARITY	CHARITABLE	25,000
CURE ALZHEIMER'S FOUNDATION 34 WASHINGTON ST STE 310 WELLESLEY HILLS,MA02481	NONE	PUBLIC CHARITY	CHARITABLE	5,000
DANA-FARBER CANCER INSTITUTE 10 BROOKLINE PLACE WEST BROOKLINE,MA02445	NONE	PUBLIC CHARITY	CHARITABLE	450,000
DE NOVO (FKA COMMUNITY LEGAL SERVICES AND COUNSELING CENTER) 47 THORNDIKE STREET CAMBRIDGE,MA02141	NONE	PUBLIC CHARITY	CHARITABLE	5,000
DREAM PROGRAM THE PO BOX 361 WINOOSKI,VT05404	NONE	PUBLIC CHARITY	CHARITABLE	10,000
ECOAMERICA 1730 RHODE ISLAND AVE NW WASHINGTON,DC20036	NONE	PUBLIC CHARITY	CHARITABLE	400,000
ELEANOR ROOSEVELT VAL-KILL PARTNERSHIP 4097 ALBANY POST RD HYDE PARK,NY12538	NONE	PUBLIC CHARITY	CHARITABLE	15,000
EVERY1 CAN WORK 9639 FAIRFAX BLVD FAIRFAX,VA22031	NONE	PUBLIC CHARITY	CHARITABLE	10,000
FACING HISTORY AND OURSELVES 16 HURD RD BROOKLINE,MA02445	NONE	PUBLIC CHARITY	CHARITABLE	50,000
FAMILIES FIRST 9 GALEN ST STE 400 WATERTOWN,MA02472	NONE	PUBLIC CHARITY	CHARITABLE	15,000
FORT TICONDEROGA 100 FORT TI RD TICONDEROGA,NY12883	NONE	PUBLIC CHARITY	CHARITABLE	15,000
FRENCH CULTURAL CENTER 53 MARLBOROUGH ST BOSTON,MA02116	NONE	PUBLIC CHARITY	CHARITABLE	7,500
FRIENDS OF NOTRE-DAME DE PARIS PO BOX 823926 PHILADELPHIA,PA19182	NONE	PUBLIC CHARITY	CHARITABLE	5,000
GARDNER MUSEUM 25 EVANS WAY BOSTON,MA02115	NONE	PUBLIC CHARITY	CHARITABLE	125,000
GILDER LEHRMAN INSTITUTE 49 WEST 45TH ST 2ND FL NEW YORK,NY10036	NONE	PUBLIC CHARITY	CHARITABLE	60,000
GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON,MA02118	NONE	PUBLIC CHARITY	CHARITABLE	10,000
GREATER BOSTON LEGAL SERVICES 197 FRIEND STREET BOSTON,MA02114	NONE	PUBLIC CHARITY	CHARITABLE	20,000
HARVARD HILLEL 52 MT AUBURN ST CAMBRIDGE,MA02138	NONE	PUBLIC CHARITY	CHARITABLE	60,000
HARVARD UNIVERSITY KENNEDY SCHOOL WOMEN AND PUBLIC POLICY PROGRAM 79 JFK ST BOX 100 CAMBRIDGE,MA02138	NONE	PUBLIC CHARITY	CHARITABLE	10,000
HARVARD UNIVERSITY SHORENSTEIN CENTER ON MEDIA POLITICS AND PUBLIC POLICY 79 JFK ST BOX 123 CAMBRIDGE,MA02138	NONE	PUBLIC CHARITY	CHARITABLE	400,000
IVY CHILD INTERNATIONAL 35 BEHARRELL ST 1265 CONCORD,MA01742	NONE	PUBLIC CHARITY	CHARITABLE	5,000
JANE DOE INC 745 ATLANTIC AVE STE 800 BOSTON,MA02111	NONE	PUBLIC CHARITY	CHARITABLE	5,000
JEWISH COMMUNITY HOUSING FOR THE ELDERLY 30 WALLINGFORD RD BRIGHTON,MA02135	NONE	PUBLIC CHARITY	CHARITABLE	10,000
LEAP 31 JEFFERSON ST NEW HAVEN,CT06511	NONE	PUBLIC CHARITY	CHARITABLE	5,000
LEGACY CHARTER SCHOOL PO BOX 891174 CHICAGO,IL60623	NONE	PUBLIC CHARITY	CHARITABLE	10,000
LET'S GET READY 89 SOUTH ST STE 401 BOSTON,MA02111	NONE	PUBLIC CHARITY	CHARITABLE	35,000
MARTHA'S VINEYARD MUSEUM 151 LAGOON POND RD VINEYARD HAVEN,MA02568	NONE	PUBLIC CHARITY	CHARITABLE	10,000
MASS POETRY 15 CHANNEL CTR ST STE 103 BOSTON,MA02210	NONE	PUBLIC CHARITY	CHARITABLE	5,000
MASS JOBS WITH JUSTICE 375 CENTRE STREET BOSTON,MA02130	NONE	PUBLIC CHARITY	CHARITABLE	10,000
MASSACHUSETTS HISTORICAL SOCIETY 1154 BOYLSTON ST BOSTON,MA02215	NONE	PUBLIC CHARITY	CHARITABLE	50,000
MASSACHUSETTS HUMANITIES 66 BRIDGE ST NORTHAMPTON,MA01060	NONE	PUBLIC CHARITY	CHARITABLE	50,000
METROPOLITAN HOUSING BOSTON 1411 TREMONT ST BOSTON,MA02120	NONE	PUBLIC CHARITY	CHARITABLE	7,500
METROPOLITAN OPERA BROADCAST CAMPAIGN 30 LINCOLN CENTER NEW YORK,NY10023	NONE	PUBLIC CHARITY	CHARITABLE	25,000
MORE THAN WORDS 56 FELTON STREET WALTHAM,MA02453	NONE	PUBLIC CHARITY	CHARITABLE	20,000
MUSEUM OF FINE ARTS 465 HUNTINGTON AVENUE BOSTON,MA02115	NONE	PUBLIC CHARITY	CHARITABLE	205,000
NARAL PRO-CHOICE MA FOUNDATION 15 COURT ST STE 900 BOSTON,MA02108	NONE	PUBLIC CHARITY	CHARITABLE	10,000
NATIONAL CONFERENCE ON CITIZENSHIP 1920 L ST NW STE 450 WASHINGTON,DC20036	NONE	PUBLIC CHARITY	CHARITABLE	100,000
NATIONAL PUBLIC RADIO FOUNDATION 1111 NORTH CAPITOL ST NE WASHINGTON,DC20002	NONE	PUBLIC CHARITY	CHARITABLE	700,000
NEW ENGLAND CONSERVATORY OF MUSIC 290 HUNTINGTON AVENUE BOSTONBOSTON,MA02115	NONE	PUBLIC CHARITY	CHARITABLE	10,000
NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY 99-101 NEWBURY ST BOSTON,MA02116	NONE	PUBLIC CHARITY	CHARITABLE	5,000
PHILANTHROPY MASSACHUSETTS 133 FEDERAL ST 802 BOSTON,MA02110	NONE	PUBLIC CHARITY	CHARITABLE	10,000
PHILLIPS ACADEMY ANDOVER 180 ANDOVER STREET ANDOVER,MA01810	NONE	PUBLIC CHARITY	CHARITABLE	10,000
PLANNED PARENTHOOD OF MASSACHUSETTS 1055 COMMONWEALTH AVE BOSTON,MA02215	NONE	PUBLIC CHARITY	CHARITABLE	20,000
POLICE ASSISTED ADDICTION AND RECOVERY INITIATIVE 186 MAIN ST STE34-35 GLOUCESTER,MA01930	NONE	PUBLIC CHARITY	CHARITABLE	5,000
REFUGEE IMMIGRATION MINISTRY 6 PLEASANT ST STE 227 MALDEN,MA02148	NONE	PUBLIC CHARITY	CHARITABLE	15,000
SOCIAL INNOVATION FORUM 2 OLIVER ST STE 802 BOSTON,MA02109	NONE	PUBLIC CHARITY	CHARITABLE	10,000
SQUASHBUSTERS 795 COLUMBUS AVENUE ROXBURY CROSSING,MA02120	NONE	PUBLIC CHARITY	CHARITABLE	10,000
SUMMER SEARCH BOSTON 3840 WASHINGTON ST JAMAICA PLAIN,MA02130	NONE	PUBLIC CHARITY	CHARITABLE	100,000
TENACITY 38 EVERETT ST STE 50 BOSTON,MA02134	NONE	PUBLIC CHARITY	CHARITABLE	15,000
THE SCHWARTZ CENTER 100 CAMBRIDGE ST STE 2100 BOSTON,MA02114	NONE	PUBLIC CHARITY	CHARITABLE	5,000
TOBIN PROJECT INC ONE MIFFLIN PLACE STE 240 CAMBRIDGE,MA02138	NONE	PUBLIC CHARITY	CHARITABLE	25,000
TRUSTEES OF RESERVATIONS (FORMERLY DECORDOVA) 200 HIGH ST 4TH FLOOR BOSTON,MA02110	NONE	PUBLIC CHARITY	CHARITABLE	50,000
TSNE MISSIONWORKS - INTEGRITY INITIATIVES INTERNATIONAL 89 SOUTH ST STE 700 BOSTON,MA02111	NONE	PUBLIC CHARITY	CHARITABLE	25,000
VOTER PARTICIPATION CENTER 1707 L ST NW STE 300 WASHINGTON,DC20036	NONE	PUBLIC CHARITY	CHARITABLE	50,000
VOTER REGISTRATION PROJECT EDUC FUND 1725 DESALES ST NW STE/ 650 WASHINGTON,DC20036	NONE	PUBLIC CHARITY	CHARITABLE	50,000
WBUR 890 COMMONWEALTH AVE 3RD FL BOSTON,MA02215	NONE	PUBLIC CHARITY	CHARITABLE	100,000
WELLESLEY COLLEGE 106 CENTRAL STREET WELLESLEY,MA02381	NONE	PUBLIC CHARITY	CHARITABLE	215,000
WGBH EDUCATIONAL FOUNDATION ONE GUEST STREET BOSTON,MA02135	NONE	PUBLIC CHARITY	CHARITABLE	150,000
WHITEHEAD INSTITUTE 455 MAIN STREET CAMBRIDGE,MA02142	NONE	PUBLIC CHARITY	CHARITABLE	5,000
YALE HILLEL 80 WALL STREET NEW HAVEN,CT06511	NONE	PUBLIC CHARITY	CHARITABLE	15,000
YALE UNIVERSITY PO BOX 2038 NEW HAVEN,CT06521	NONE	PUBLIC CHARITY	CHARITABLE	2,500,000
Total ................................. 3a				8,443,500

(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
1 a	ST PASS THRU ABRAMS CAPITAL PARTNERS II	P
b	LT PASS THRU ABRAMS CAPITAL PARTNERS II	P
c	1231 PASS THRU ABRAMS CAPITAL PARTNERS II	P
d	ST PASS THRU BAUPOST 1983 C-1	P
e	LT PASS THRU BAUPOST 1983 C-1	P
	1231 PASS THRU BAUPOST 1983 C-1	P
	ST PASS THRU BROWN ADVISTORS INVESTORS SI INTERNATIONAL	P
	LT PASS THRU BROWN ADVISTORS INVESTORS SI INTERNATIONAL	P
	LT PASS THRU CITIC CAPTIAL CHINA PARTNERS II	P
	LT PASS THRU ENERGY CAPITAL PARTNERS III-B	P
	ST PASS THRU ENERGY CAPITAL PARTNERS IV-B	P
	LT PASS THRU ENERGY CAPITAL PARTNERS IV-B	P
	ST PASS THRU FINEPOINT CAPITAL	P
	LT PASS THRU FINEPOINT CAPITAL	P
	ST PASS THRU HIGHFIELDS CAPITAL	P
	LT PASS THRU HIGHFIELDS CAPITAL	P
	ST PASS THRU SPRUCE HOUSE	P
	LT PASS THRU SPRUCE HOUSE	P
	1231 PASS THRU SPRUCE HOUSE	P
	LT PASS THRU SQM	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				36,232
b				-81,223
c				27,197
d				3,595,561
e				1,333,621
				-43,574
				7,809
				156,804
				-3,383
				50,906
				3,699
				70,374
				98,753
				137,387
				-162
				-45,911
				-509,028
				629,058
				-140
				-377,369

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			36,232
b			-81,223
c			27,197
d			3,595,561
e			1,333,621
			-43,574
			7,809
			156,804
			-3,383
			50,906
			3,699
			70,374
			98,753
			137,387
			-162
			-45,911
			-509,028
			629,058
			-140
			-377,369

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved

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
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

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2020	(b) 2019	(c) 2018	(d) 2017	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, 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 X, 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

bApproved for future payment

Total ................................. 3b				0

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........	531120	634	14		790,002
4 Dividends and interest from securities....	531120	72	14		493,416
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income.....	531120	5,970			76,537
8 Gain or (loss) from sales of assets other than inventory ............	531120	8,395			5,078,216
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)..		15,071		0	6,438,171

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)
3	INVESTMENT INCOME
7	INVESTMENT INCOME
8	INVESTMENT INCOME
4	INVESTMENT INCOME

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Name of organization THE WILLIAM & LIA G POORVU FAMILY FOUNDATION

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	WILLIAM J POORVU P O BOX 380828 CAMBRIDGE, MA02238	$ 5,000,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Name of organization THE WILLIAM & LIA G POORVU FAMILY FOUNDATION		Employer identification number 04-2651199

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)


Name of organization THE WILLIAM & LIA G POORVU FAMILY FOUNDATION			Employer identification number 04-2651199
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
ABRAMS CAPITAL PARTNERS II, LP	AT COST	1,872,519	1,872,367
BAUPOST LIMITED PARTNERSHIP 1983 C-1	AT COST	93,391,254	92,977,289
BLUE SPRUCE	AT COST	6,500,000	10,039,489
CBL & ASSOCIATES	AT COST	1,298,150	1,858
CITIC CAPITAL CHINA PARTNERS II, LP	AT COST	333,895	268,369
CITIC CAPITAL CHINA PARTNERS, LP	AT COST	332,563	246,869
ENERGY CAPITAL PARTNERS II-B LP	AT COST	227,097	224,662
HIGHFIELDS CAPITAL IV, LP	AT COST	77,734	123,366
NEW VERNON INDIA FUND II, LP	AT COST	1,250,000	3,615,821
ENERGY CAPITAL PARTNERS III, LP	AT COST	741,654	743,423
FINEPOINT CAPITAL PARTNERS II, LP	AT COST	4,009,550	4,009,545
THE SPRUCE HOUSE PARTNERSHIP, LP	AT COST	2,766,413	2,766,413
MCR HOSPITALITY FUND LP	AT COST	767,656	767,653
ENERGY CAPITAL PARTNRES IV-B LP	AT COST	316,531	316,531
MCR HOSPITALITY FUND II LP	AT COST	26,551	26,551
BROWN ADVISTORY INVESTORS SI INTERNATIONAL LLLP	AT COST	2,702,344	2,702,344

Software ID:
Software Version:

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
DEDUCTIONS RELATED TO PORTFOLIO INCOME	664,690	341,484	0	0
NON-DEDUCTIBLE EXPENSES	3,560	0	0	0

Description	Revenue And Expenses Per Books	Net Investment Income
FROM ABRAMS CAPITAL PARTNERS	-467	-467
FROM BAUPOST 1983 C-1	-192,962	-192,962
FROM FINEPOINT CAPITAL	13,613	13,613
FROM HIGHFIELDS CAPITAL	-10,053	-10,053
FROM SPRUCE HOUSE	-16,349	-16,349
FROM ENERGY CAPITAL PARTNERS III-B	11	11
UBTI REPORTED AS CAPITAL GAINS	8,395	0
ENERGY CAPITAL PARTNERS IV	2,175	2,175
CITIC CAPITAL CHINA PARTNERS II	3,590	3,590
BROWN ADVISORY INVESTORS SI INTERNATIONAL LLLP	4,971	4,971
STATE REFUNDS	3,653	3,653
IRS REFUNDS	265,930	265,930

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
FEDERAL TAXES	185,500	0	0
FOREIGN TAXES	67,057	67,057	0
STATE TAXES	27,087	27,087	500