Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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, MA021101802
A Employer identification number

04-6904949
B Telephone number (see instructions)

(617) 927-5700
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$189,813,343J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 537,702 537,702  
4 Dividends and interest from securities... 2,682,102 2,682,102  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 14,777,031
b Gross sales price for all assets on line 6a 14,951,560
7 Capital gain net income (from Part IV, line 2)... 14,777,031
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)....... Click to see attachment 269,418 269,418  
12 Total. Add lines 1 through 11........ 18,266,253 18,266,253  
Operating and Administrative Expenses 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)....... Click to see attachment 49,046 49,046   0
c Other professional fees (attach schedule).... Click to see attachment 1,260,579 510,579   750,000
17 Interest............... 62,565 62,565   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 241,280 31,280   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 282,302 282,302   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,895,772 935,772   750,000
25 Contributions, gifts, grants paid....... 6,991,894 6,991,894
26 Total expenses and disbursements. Add lines 24 and 25 8,887,666 935,772   7,741,894
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,378,587
b Net investment income (if negative, enter -0-) 17,330,481
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 4,545,056 2,839,781 2,839,781
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 15,747,436 Click to see attachment12,934,293 12,934,293
b Investments—corporate stock (attach schedule)....... 134,306,330 Click to see attachment154,568,588 154,568,588
c Investments—corporate bonds (attach schedule)....... 11,305,135 Click to see attachment11,061,768 11,061,768
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,022,855 Click to see attachment8,250,171 8,250,171
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment198,395 Click to see attachment158,742 Click to see attachment158,742
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 169,125,207 189,813,343 189,813,343
Liabilities 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 bullet) Click to see attachment1,144,792 Click to see attachment826,389
23 Total liabilities (add lines 17 through 22)......... 1,144,792 826,389
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 167,980,415 188,986,954
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
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)..... 167,980,415 188,986,954
30 Total liabilities and net assets/fund balances (see instructions). 169,125,207 189,813,343
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
167,980,415
2
Enter amount from Part I, line 27a .....................
2
9,378,587
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
11,627,952
4
Add lines 1, 2, and 3 ..........................
4
188,986,954
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
188,986,954
Form 990-PF (2021)
Form 990-PF (2021)
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 LONG-TERM LOSS FROM OCM ASIA P    
c SHORT-TERM LOSS FROM SUN CAPITAL PARTNERS V P    
d SHORT-TERM GAIN FROM CIBC P    
e LONG-TERM GAIN FROM SUN CAPITAL PARTNERS V LP P    
SHORT-TERM GAIN FROM PINE BROOK CAPITAL PARTNERS II, LP P    
LONG-TERM GAIN FROM PINE BROOK CAPITAL PARTNERS II, LP P    
LONG-TERM GAIN FROM AT PRIVATE CREDIT OPPORTUNITIES FUND, LLC P    
SHORT-TERM LOSS FROM AT PRIVATE CREDIT OPPORTUNITIES, LLC P    
LONG-TERM LOSS FROM AT PRIVATE CREDIT OPPORTUNITIES FUND, LLC P    
LONG-TERM GAIN FROM ATLAS POINT GLOBAL MULTI-STRATEGY 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 LOSS FROM ENERGY CAPITAL INVESTORS P    
LONG-TERM LOSS FROM PINE BROOK CAPITAL PARTNERS II CAYMAN AV, LP P    
LONG-TERM GAIN FROM GREYCROFT GROWTH III, LP P    
LONG-TERM GAIN FROM PINE BROOK CAPITAL PARTNERS (CAYMAN) AV HM-1, LP P    
LONG-TERM GAIN FROM PROVIDENCE STRATEGIC GROWTH IV-A, LP P    
SHORT-TERM GAIN FROM HEADLINE US VI, LP F/K/A E. VENTURES US VI, LP P    
LONG-TERM GAIN ON DISPOSAL OF ENERGY CAPITAL INVESTORS P    
LONG-TERM GAIN ON SALE OF KING STREET CAPITAL LTD 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 9,140,487     9,140,487
b     115,517 -115,517
c     23,434 -23,434
d 47,219     47,219
e 162,852     162,852
6,869     6,869
83,260     83,260
9,063     9,063
    17,120 -17,120
    12,697 -12,697
89,758     89,758
50,811     50,811
11,730     11,730
    5,761 -5,761
71,897     71,897
24,952     24,952
32,454     32,454
237,030     237,030
7,991     7,991
1,032     1,032
97,823     97,823
4,876,332     4,876,332
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       9,140,487
b       -115,517
c       -23,434
d       47,219
e       162,852
      6,869
      83,260
      9,063
      -17,120
      -12,697
      89,758
      50,811
      11,730
      -5,761
      71,897
      24,952
      32,454
      237,030
      7,991
      1,032
      97,823
      4,876,332
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 14,777,031
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 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
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........................... 3 240,894
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- ..... 5 240,894
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 184,938
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 165,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 349,938
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 109,044
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet109,044 RefundedBullet 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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)
    bulletMA
    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 2021 or the taxable year beginning in 2021? 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 (2021)
    Form 990-PF (2021)
    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 addressbulletN/A
    14
    The books are in care ofbulletERIC RIAK CIBC PRIVATE WEALTH MGMT Telephone no.bullet (617) 927-5700

    Located atbullet100 FEDERAL STREETBOSTONMA ZIP+4bullet02110
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    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
    ........bullet
    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 2021? .............
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 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.
    bullet20, 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 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    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
    .........bullet
    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,MA02110
    DOUGLAS T LINDE TRUSTEE
    0.25     		0 0 0
    C/O CIBC 100 FEDERAL STREET
    BOSTON,MA02110
    CAROL CROFT LINDE TRUSTEE
    0.25     		0 0 0
    C/O CIBC 100 FEDERAL STREET
    BOSTON,MA02110
    KAREN LINDE PACKMAN TRUSTEE
    0.25     		0 0 0
    C/O CIBC 100 FEDERAL STREET
    BOSTON,MA02110
    JEFFREY N PACKMAN TRUSTEE
    0.25     		0 0 0
    C/O CIBC 100 FEDERAL STREET
    BOSTON,MA02110
    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...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    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,MA02199
    CIBC PRIVATE WEALTH MANAGEMENT INVESTMENT SERVICES 331,594
    100 FEDERAL ST 37TH FLOOR
    BOSTON,MA02110
    POLEN CAPITAL ADVISOR SERVICES 178,985
    500 BOYLSTON ST SUITE 1100
    BOSTON,MA02116
    Total number of others receiving over $50,000 for professional services.............bullet0
    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.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    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
    177,013,089
    b
    Average of monthly cash balances.......................
    1b
    4,388,145
    c
    Fair market value of all other assets (see instructions)................
    1c
    178,569
    d
    Total (add lines 1a, b, and c).........................
    1d
    181,579,803
    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
    181,579,803
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,723,697
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    178,856,106
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    8,942,805
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    8,942,805
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    240,894
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    240,894
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    8,701,911
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    8,701,911
    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
    8,701,911
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 8,701,911
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 2,880,916
    b From 2017...... 2,259,711
    c From 2018...... 745,368
    d From 2019...... 373,069
    e From 2020...... 2,524,823
    f Total of lines 3a through e ........ 8,783,887
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 7,741,894
    a Applied to 2020, 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 2021 distributable amount..... 7,741,894
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 960,017 960,017
    (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 7,823,870
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		1,920,899
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		5,902,971
    10 Analysis of line 9:
    a Excess from 2017.... 2,259,711
    b Excess from 2018.... 745,368
    c Excess from 2019.... 373,069
    d Excess from 2020.... 2,524,823
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    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 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    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.)
    1Information Regarding Foundation Managers:
    aList 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
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe 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,MA02199
    (617) 927-5700
    bThe form in which applications should be submitted and information and materials they should include:
    N/A
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    N/A
    Form 990-PF (2021)
    Form 990-PF (2021)
    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)
    aPaid during the year
    WESLEYAN UNIVERSITY
    219 MAIN STREET
    MIDDLETOWN,CT064573440     		N/A PC LINDE FAMILY FOUNDATION WESLEYAN UNDERGRADUATE FINANCIAL AID FUND/FACILITIES FUND/WESLEYAN UNIVERSITY CENTER FOR PRISON EDUCATION 1,010,000
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    77 MASSACHUSETTS AVENUE BLDG E-17
    ROOM 139
    CAMBRIDGE,MA021394307     		N/A PC 2021-2022 SUPPORT FOR THE OFFICE OF ENGINEERING OUTREACH PROGRAMS 125,000
    TRUSTEES OF BOSTON UNIVERSITY
    DEPARTMENT OF MATHMATICS STATISTICS
    BOSTON,MA02215     		N/A PC PROMYS MATH CIRCLE AND MASSACHUSETTS PARTICIPATION 100,000
    18 DEGREES
    480 WEST ST
    PITTSFIELD,MA01201     		N/A PC OPERATING SUPPORT 10,000
    ACRE FAMILY DAY CARE CORPORATION
    55 MIDDLE STREET SUITE 500
    LOWELL,MA01852     		N/A PC OPERATING SUPPORT 25,000
    ALZHEIMER'S ASSOCIATION MASSACHUSETTS CHAPTER
    225 N MICHIGAN AVENUE 17TH FLOOR
    CHICAGO,IL60601     		N/A PC OPERATING SUPPORT 5,000
    ALZHEIMER'S DISEASE AND RELATED DISEASES ASSOCIATION NATIONAL
    225 N MICHIGAN AVENUE STE 17
    CHICAGO,IL60601     		N/A PC RESEARCH 25,000
    ARTISTS FOR HUMANITY
    EPICENTER / 100 WEST SECOND STREET
    BOSTON,MA02127     		N/A PC GENERAL OPERATIONS 50,000
    BALLET THEATRE OF BOSTON DBA JOSE MATEO'S BALLET THEATRE
    400 HARVARD STREET
    CAMBRIDGE,MA02138     		N/A PC GENERAL OPERATIONS 150,000
    BAY COVE HUMAN SERVICES
    66 CANAL STREET
    BOSTON,MA02114     		N/A PC OPERATING SUPPORT 30,000
    BEDF MAKING MUSIC MATTERS
    PO BOX 320442
    WEST ROXBURY,MA02132     		N/A PC GENERAL OPERATIONS 75,000
    BERKSHIRE SOUTH REGIONAL COMMUNITY CENTER
    15 CRISSEY ROAD
    GREAT BARRINGTON,MA01230     		N/A PC OPERATING SUPPORT 5,000
    BETH ISRAEL DEACONESS MEDICAL CENTER
    330 BROOKLINE AVENUE
    BOSTON,MA02215     		N/A PC CONSTRUCTION OF NEW INPATIENT BUILDING 2,000,000
    BIG SISTER ASSOCIATION OF GREATER BOSTON
    20 PARK PLAZA SUITE 1420
    BOSTON,MA02116     		N/A PC OPERATING SUPPORT 25,000
    BOSTON ARTS ACADEMY FOUNDATION
    2 CHARLESGATE W 5TH FLOOR
    BOSTON,MA02215     		N/A PC OPERATING SUPPORT 25,000
    BOSTON CITY SINGERS INC
    17 WALDECK STREET
    DORCHESTER,MA02124     		N/A PC GENERAL OPERATIONS/SOMACHI AMADI-TO ATTEND THE BOSTON CONSERVATORY AT BERKLEE 138,575
    BOSTON COLLEGIATE CHARTER SCHOOL FOUNDATION INC
    215 SYDNEY STREET
    DORCHESTER,MA02125     		N/A PC GENERAL OPERATIONS 135,000
    BOSTON MEDICAL CENTER CORPORATION
    ONE BOSTON MEDICAL CENTER PLACE
    BOSTON,MA02218     		N/A PC FOOD PANTRY 30,000
    BOSTON SYMPHONY ORCHESTRA
    301 MASSACHUSETTS AVENUE
    BOSTON,MA02115     		N/A PC SYMPHONY & TANGLEWOOD ANNUAL FUNDS 100,000
    BOSTON YOUTH SYMPHONY ORCHESTRAS
    855 COMMONWEALTH AVENUE
    BOSTON,MA02215     		N/A PC GENERAL OPERATIONS 150,000
    BOSTONS CHILDRENS CHORUS INC
    20 OLD COLONY AVENUE 2ND FLOOR
    BOSTON,MA02127     		N/A PC GENERAL OPERATIONS 100,000
    BOYS AND GIRLS CLUBS OF BOSTON INC
    200 HIGH STREET 3RD FLOOR
    BOSTON,MA02110     		N/A PC OPERATING SUPPORT 20,000
    BPE
    67 KEMBLE STREET SUITE 25
    ROXBURY,MA02119     		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,MA02111     		N/A PC OPERATING SUPPORT 25,000
    BROOKE SCHOOL FOUNDATION
    190 CUMMINS HIGHWAY
    ROSLINDALE,MA02131     		N/A PC COMPUTER SCIENCE AT BROOKE HIGH SCHOOL 80,000
    CAMP HARBOR VIEW FOUNDATION INC
    79 NEWBURY STREET
    BOSTON,MA02116     		N/A PC OPERATING SUPPORT 50,000
    CHARLESTOWN WORKING THEATER INC
    442 BUNKER HILL ST
    CHARLESTOWN,MA02129     		N/A PC GENERAL OPERATIONS 25,000
    CITIZEN SCHOOLS
    1 BEACON STREET
    BOSTON,MA02108     		N/A PC OPERATING SUPPORT 10,000
    COLE RESOURCE CENTER INC
    PO BOX 79226
    WAVERLEY,MA02479     		N/A PC OPERATING SUPPORT 10,000
    COMMUNITY MUSIC CENTER OF BOSTON
    PO BOX 171737
    BOSTON,MA02117     		N/A PC GENERAL OPERATIONS 125,000
    COMMUNITY SERVINGS
    179 AMORY STREET
    JAMAICA PLAIN,MA02130     		N/A PC OPERATING SUPPORT 30,000
    EDVESTORS
    140 CLARENDON STREET SUITE 401
    BOSTON,MA02131     		N/A PC BOSTON PUBLIC SCHOOLS ARTS EXPANSION - PHASE V 200,000
    ENGLISH FOR NEW BOSTONIANS INC
    105 CHAUNCY STREET 4TH FLOOR
    BOSTON,MA02111     		N/A PC OPERATING SUPPORT 10,000
    FACING HISTORY AND OURSELVES NATIONAL FOUNDATION INC
    89 SOUTH STREET SUITE 401
    BOSTON,MA02111     		N/A PC OPERATING SUPPORT 10,000
    FRIENDS OF BOSTON'S HOMELESS
    12 WISE STREET
    BOSTON,MA02130     		N/A PC OPERATING SUPPORT 20,000
    GRANTMAKERS FOR EDUCATION
    851 SW 6TH AVENUE SUITE 350
    PORTLAND,OR97204     		N/A PC 2022 MEMBERSHIP 2,700
    GRANTMAKERS IN THE ARTS
    604 WEST GALER STREET
    SEATTLE,WA981193253     		N/A PC 2022 MEMBERSHIP/ ANNUAL DONATION 2022 3,500
    GRUB STREET INC
    P O BOX 418
    ARLINGTON,MA02476     		N/A PC GENERAL OPERATIONS 40,000
    HEADING HOME
    186 MASSACHUSETTS AVENUE
    BOSTON,MA02115     		N/A PC OPERATING SUPPORT 15,000
    HORIZONS FOR HOMELESS CHILDREN
    1785 COLUMBUS AVENUE
    ROXBURY,MA02119     		N/A PC OPERATING SUPPORT 10,000
    HYDE SQUARE TASK FORCE
    30 SUNNYSIDE STREET
    JAMAICA PLAIN,MA02130     		N/A PC GENERAL OPERATIONS 50,000
    I2 LEARNING FOUNDATION
    610 W END AVE
    NEW YORK,NY100241644     		N/A PC LAUNCH THE FULL YEAR PROGRAM IN SIX PARTNER SCHOOLS AND CONDUCT MASSACHUSETTS STEM WEEK 2021-2022 100,000
    IMMIGRANT FAMILY SERVICES INSTITUTE
    1626 BLUE HILL AVE
    MATTAPAN,MA02126     		N/A PC OPERATING SUPPORT 15,000
    INNOVATORS FOR PURPOSE
    825 MAIN STREET
    ACTON,MA01720     		N/A PC OPERATION NEXT STEP 75,000
    JOBS FOR THE FUTURE INC
    88 BROAD STREET
    BOSTON,MA02110     		N/A PC POSSIBLE FUTURES AT CHARLESTOWN HIGH SCHOOL 98,620
    JUMPSTART FOR YOUNG CHILDREN INC
    308 CONGRESS STREET 6TH FLOOR
    BOSTON,MA02210     		N/A PC OPERATING SUPPORT 10,000
    LOVIN SPOONFULS INC
    189 WELLS AVE SUITE 100
    NEWTON,MA02459     		N/A PC OPERATING SUPPORT 15,000
    MASSACHUSETTS CULTURAL COUNCIL
    10 ST JAMES AVENUE 3RD FLOOR
    BOSTON,MA021163803     		N/A PC TEACHING ARTIST PROFESSIONAL DEVELOPMENT 50,000
    MASSACHUSETTS IMMIGRANT AND REFUGEE ADVOCACY COALITION INC
    105 CHAUNCY STREET SUITE 901
    BOSTON,MA02111     		N/A PC OPERATING SUPPORT 10,000
    MASSACHUSETTS SCIENCE & ENGINEERING FAIR INC
    955 MASSACHUSETTS AVENUE 350
    CAMBRIDGE,MA02139     		N/A PC CURIOUS MINDS INITIATIVE 92,000
    MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN
    125 HARTWELL AVENUE
    LEXINGTON,MA02421     		N/A PC OPERATING SUPPORT 10,000
    MASSCREATIVE INC
    15 CHANNEL CENTER ST SUITE 103
    BOSTON,MA02210     		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,MA02127     		N/A PC GENERAL OPERATIONS 40,000
    METROPOLITAN BOSTON HOUSING PARTNERSHIP INC
    1411 TREMONT STREET
    BOSTON,MA02120     		N/A PC OPERATING SUPPORT 15,000
    ORIGINATION
    PO BOX 191878
    ROXBURY,MA02119     		N/A PC GENERAL OPERATIONS 50,000
    PHILANTHROPY MA THE SUMMER FUND
    133 FEDERAL STREET SUITE 802
    BOSTON,MA02110     		N/A PC OPERATING SUPPORT 15,000
    PHILANTHROPY MA BOSTON EDUCATION FUNDERS GROUP
    77 SUMMER ST SUITE 800
    BOSTON,MA021101006     		N/A PC BEF 2021 MEMBERSHIP 3,000
    PHILANTHROPY MASSACHUSETTS
    133 FEDERAL STREET SUITE 802
    BOSTON,MA02110     		N/A PC ANNUAL DONATION/MEMBERSHIP DUES 2021 9,500
    POSSE FOUNDATION INC
    515 SOUTH FIGUEROA STREET SUITE 300
    LOS ANGELES,CA90071     		N/A PC OPERATING SUPPORT 15,000
    PREPARATORY FOUNDATION INC
    885 RIVER STREET
    HYDE PARK,MA02136     		N/A PC OPERATING SUPPORT 10,000
    PROJECT BREAD - THE WALK FOR HUNGER
    145 BORDER STREET
    BOSTON,MA02128     		N/A PC OPERATING SUPPORT 10,000
    PROJECT STEP INC
    301 MASSACHUSETTS AVENUE SYMPHONY
    HALL
    BOSTON,MA02115     		N/A PC OPERATING SUPPORT 5,000
    QUEST SCHOLARS PROGRAM
    PO BOX 51847
    PALO ALTO,CA94303     		N/A PC OPERATING SUPPORT 25,000
    RENNIE CENTER FOR EDUCATION RESEARCH & POLICY INC
    45 TEMPLE PLACE
    BOSTON,MA02111     		N/A PC ADVANCING STEM CAREER PATHWAYS FOR UNDERSERVED STUDENTS 100,000
    RESILIENT CODERS INC
    1 BROADWAY 3RD FLOOR
    CAMBRIDGE,MA02142     		N/A PC RESILIENT CODERS: EQUITABLE PATHWAYS TO PROSPERITY 100,000
    RIAN IMMIGRANT CENTER INC
    1 STATE STREET 8TH FLOOR
    BOSTON,MA01915     		N/A PC OPERATING SUPPORT 10,000
    RICHMOND LAND TRUST
    POST OFFICE BOX 21
    RICHMOND,MA01254     		N/A PC OPERATING SUPPORT 1,000
    RIZE MASSACHUSETTS FOUNDATION INC
    101 HUNTINGTON AVENUE SUITE 1300 MS
    0116
    BOSTON,MA02199     		N/A PC OPERATING SUPPORT 25,000
    ROXBURY WESTON PROGRAMS
    PO BOX 241
    WESTON,MA02493     		N/A PC OPERATING SUPPORT 10,000
    SMU DATAARTS
    6425 BOAZ LANE
    DALLAS,TX75205     		N/A PC 2022 MEMBERSHIP 5,000
    SOCIEDAD LATINA INC
    1530 TREMONT STREET
    ROXBURY,MA02121     		N/A PC GENERAL OPERATIONS 140,000
    TECH GOES HOME
    867 BOYLSTON STREET 5TH FLOOR
    BOSTON,MA02116     		N/A PC GENERAL OPERATIONS 3,333
    THE BOSTON FOUNDATION
    75 ARLINGTON STREET 3RD FLOOR
    BOSTON,MA02116     		N/A PC CIVIC LEADERSHIP APPEAL 2,000
    THE BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC
    780 ALBANY STREET
    BOSTON,MA02118     		N/A PC OPERATING SUPPORT 10,000
    THE FOOD BANK OF WESTERN MASSACHUSETTS
    97 NORTH HATFIELD ROAD PO BOX 160
    HATFIELD,MA01038     		N/A PC OPERATING SUPPORT 25,000
    THE FOOD PROJECT
    10 LEWIS STREE
    LINCOLN,MA01773     		N/A PC OPERATING SUPPORT 10,000
    THE GREATER BOSTON FOOD BANK
    70 SOUTH BAY AVENUE
    BOSTON,MA02118     		N/A PC OPERATING SUPPORT 50,000
    THEATER OFFENSIVE INC
    PO BOX 171731
    BOSTON,MA02117     		N/A PC GENERAL OPERATIONS 60,000
    THOMPSON ISLAND OUTWARD BOUND
    PO BOX 127
    SOUTH BOSTON,MA02127     		N/A PC GENERAL OPERATIONS 3,333
    TRUSTEES OF BOSTON COLLEGE
    140 COMMONWEATLH AVENUE
    CHESTNUT HILL,MA024673961     		N/A PC ENABLING OPPORTUNITIES FOR INTEREST: BUILDING CAPACITY IN YOUTH FOR POST-SECONDARY SUCCESS THROUGH EXPLORATION OF STEM FIELDS 96,000
    TRUSTEES OF ELIOT SCHOOL
    24 ELIOT STREET PO BOX 300351
    BOSTON,MA02130     		N/A PC GENERAL OPERATIONS 150,000
    TRUSTEES OF TUFTS COLLEGE
    163 PACKARD AVE BARNUM HALL TUFTS
    UNIVERSITY
    MEDFORD,MA02155     		N/A PC TUFTS UNIVERSITY PRISON INITIATIVE OF TISCH COLLEGE (TUPIT) 10,000
    TSNE MISSIONWORKS
    89 SOUTH STREET SUITE 700
    BOSTON,MA021112670     		N/A PC COMMUNITY BOAT BUILDING 3,333
    UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY
    PO BOX 412866
    BOSTON,MA022412866     		N/A PC OPERATING SUPPORT 75,000
    URBAN FOOD INITIATIVE DBA DAILY TABLE
    450 WASHINGTON STREET
    DORCHESTER,MA02124     		N/A PC OPERATING SUPPORT 20,000
    URBANO PROJECT INC
    119 ANTRIM STREET 1
    CAMBRIDGE,MA02139     		N/A PC GENERAL OPERATIONS 50,000
    UTEC INC
    PO BOX 7066
    LOWELL,MA01852     		N/A PC OPERATING SUPPORT 10,000
    WALTHAM BOYS AND GIRLS CLUB INC
    20 EXCHANGE ST
    WALTHAM,MA02451     		N/A PC OPERATING SUPPORT 10,000
    WEST END HOUSE INC
    105 ALLSTON STREET
    ALLSTON,MA02134     		N/A PC GENERAL OPERATIONS 150,000
    WGBH EDUCATIONAL FOUNDATION
    1 GUEST STREET
    BOSTON,MA02135     		N/A PC OPERATING SUPPORT 5,000
    YEAR UP
    45 MILK ST
    BOSTON,MA02109     		N/A PC OPERATING SUPPORT 5,000
    ZUMIX INC
    260 SUMNER STREET
    EAST BOSTON,MA02128     		N/A PC OPERATING SUPPORT 25,000
    Total .................................bullet 3a 6,991,894
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    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.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    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 ...........     		    14 537,702  
    4 Dividends and interest from securities ....          
    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 .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		211110 195,639 18 14,581,392  
    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) .. 198,620 18,067,633 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    18,266,253
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		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 (2021)
    Form 990-PF (2021)
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    LINDE FAMILY FOUNDATION
     
    C/O ERIC RIAK - CIBC PRIVATE WEALTH MGMT
    EIN:
    04-6904949
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PKFOD ACCOUNTANT FEES 49,046 49,046   0

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    LINDE FAMILY FOUNDATION
     
    C/O ERIC RIAK - CIBC PRIVATE WEALTH MGMT
    EIN:
    04-6904949
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 11,061,768 11,061,768

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    LINDE FAMILY FOUNDATION
     
    C/O ERIC RIAK - CIBC PRIVATE WEALTH MGMT
    EIN:
    04-6904949
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 154,568,588 154,568,588

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    LINDE FAMILY FOUNDATION
     
    C/O ERIC RIAK - CIBC PRIVATE WEALTH MGMT
    EIN:
    04-6904949
    US Government Securities - End of Year Book Value:

    12,934,293
    US Government Securities - End of Year Fair Market Value:

    12,934,293
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    LINDE FAMILY FOUNDATION
     
    C/O ERIC RIAK - CIBC PRIVATE WEALTH MGMT
    EIN:
    04-6904949
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PARTNERSHIP INVESTMENTS FMV 8,250,171 8,250,171

    TY 2021 OtherAssetsSchedule
    Name:
    LINDE FAMILY FOUNDATION
     
    C/O ERIC RIAK - CIBC PRIVATE WEALTH MGMT
    EIN:
    04-6904949
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS POSTED NOT RECEIVED 12 5,110 5,110
    INTEREST POSTED NOT RECEIVED 188,474 153,632 153,632
    HOLDBACK RECEIVABLE 9,909 0 0


    TY 2021 OtherExpensesSchedule
    Name:
    LINDE FAMILY FOUNDATION
     
    C/O ERIC RIAK - CIBC PRIVATE WEALTH MGMT
    EIN:
    04-6904949
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PORTFOLIO DEDUCTIONS FROM PASSTHROUGH ENTITIES 271,599 271,599   0
    ORDINARY LOSSES FROM ATLAS POINT PRIVATE CREDIT OPPORTUNITIES FUND LLC 10,703 10,703   0


    TY 2021 OtherIncomeSchedule2
    Name:
    LINDE FAMILY FOUNDATION
     
    C/O ERIC RIAK - CIBC PRIVATE WEALTH MGMT
    EIN:
    04-6904949
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FROM ATLAS POINT GLOBAL MULTI-STRATEGY FUND LLC 263,318 263,318 263,318
    FROM ATLAS POINT PRIVATE CREDIT OPPORTUNITIESFUND LLC 5,398 5,398 5,398
    FROM PINE BROOK CAPITAL PARTNERS II (CAYMAN) AV HM-1 LP 702 702 702


    TY 2021 OtherIncreasesSchedule
    Name:
    LINDE FAMILY FOUNDATION
     
    C/O ERIC RIAK - CIBC PRIVATE WEALTH MGMT
    EIN:
    04-6904949
    Description Amount
    CHANGE IN UNREALIZED GAIN/(LOSS) FROM INVESTMENTS 11,627,952


    TY 2021 OtherLiabilitiesSchedule
    Name:
    LINDE FAMILY FOUNDATION
     
    C/O ERIC RIAK - CIBC PRIVATE WEALTH MGMT
    EIN:
    04-6904949
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED TAX LIABILITY 1,144,792 826,389


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    LINDE FAMILY FOUNDATION
     
    C/O ERIC RIAK - CIBC PRIVATE WEALTH MGMT
    EIN:
    04-6904949
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 510,579 510,579   0
    MOTT PHILANTHROPIC 750,000 0   750,000


    TY 2021 TaxesSchedule
    Name:
    LINDE FAMILY FOUNDATION
     
    C/O ERIC RIAK - CIBC PRIVATE WEALTH MGMT
    EIN:
    04-6904949
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 30,780 30,780   0
    STATE TAXES 500 500   0
    FEDERAL TAXES 210,000 0   0