TY 2021 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)	21,346,132
2	Check .............
3	Interest on savings and temporary cash investments	1,330,964	1,325,885
4	Dividends and interest from securities...	2,474,992	2,474,659
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		5,425,835
b	Gross sales price for all assets on line 6a 17,708,258
7	Capital gain net income (from Part IV, line 2)...		5,414,704
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).......		435,339	312,231
12	Total. Add lines 1 through 11........	31,013,262	9,527,479
	13	Compensation of officers, directors, trustees, etc.	512,261	0		512,261
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......	25,942	0		25,942
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		7,300	3,650		0
c	Other professional fees (attach schedule)....		517,624	241,889		37,552
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		290,598	58,826		29,067
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............	73,173	0		73,173
21	Travel, conferences, and meetings.......	1,413	0		1,413
22	Printing and publications..........
23	Other expenses (attach schedule).......		27,142	0		24,883
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	1,455,453	304,365		704,291
25	Contributions, gifts, grants paid.......	8,427,927			8,427,927
26	Total expenses and disbursements. Add lines 24 and 25	9,883,380	304,365		9,132,218
	27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	21,129,882
b	Net investment income (if negative, enter -0-)		9,223,114
c	Adjusted net income (if negative, enter -0-)...

(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	MORGAN STANLEY #9007 (AVAILABLE UPON REQUEST)	P	2021-01-01	2021-07-01
b	MORGAN STANLEY #9007 (AVAILABLE UPON REQUEST)	P	2021-01-01	2021-07-01
c	MORGAN STANLEY #9007 (AVAILABLE UPON REQUEST)	P	2021-01-01	2021-01-01
d	GOLDMAN SACHS #65912 (AVAILABLE UPON REQUEST)	P	2021-01-01	2021-07-01
e	GOLDMAN SACHS #65912 (AVAILABLE UPON REQUEST)	P	2021-01-01	2021-07-01
	GOLDMAN SACHS #50685 (AVAILABLE UPON REQUEST)	P	2021-01-01	2021-07-01
	GOLDMAN SACHS #50685 (AVAILABLE UPON REQUEST)	P	2021-01-01	2021-07-01
	GOLDMAN SACHS #03105 (AVAILABLE UPON REQUEST)	P	2021-01-01	2021-07-01
	FROM K-1 - CRA FUND II	P	2021-01-01	2021-07-01
	FROM K-1 - CRA FUND II	P	2021-01-01	2021-07-01
	FROM K-1 - STOCKBRIDGE COINVESTORS LLC	P	2021-01-01	2021-07-01
	FROM K-1 - STOCKBRIDGE COINVESTORS LLC	P	2021-01-01	2021-07-01
	FROM K-1 - HIGHVISTA II	P	2021-01-01	2021-07-01
	FROM K-1 - HIGHVISTA II	P	2021-01-01	2021-07-01
	GOLDMAN SACHS #65908 (AVAILABLE UPON REQUEST)	P	2021-01-01	2021-07-01
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price	(f) Depreciation allowed (or allowable)	(h) Gain or (loss) (e) plus (f) minus (g)
a	326,702	292,435	34,267
b	635,062	381,661	253,401
c	196,144	100,623	95,521
d	1,393,870	985,120	408,750
e	765,623	804,059	-38,436
	5,740,505	5,562,225	178,280
	1,057,018	1,052,530	4,488
	3,110,518	3,103,722	6,796
	193,746	435	193,311
	1,308,439	4,322	1,304,117
	211,406		211,406
	1,647,514		1,647,514
	202,663	2,905	199,758
	682,239	3,469	678,770
	77,919	48	77,871
	158,890		158,890

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	5,414,704
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	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	128,201
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	128,201
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	139,911
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	18,000
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............	7	157,911
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.	8	0
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	29,710
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax29,710	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
RICHARD K LUBIN	TRUSTEE 10.00	0	0	0
C/O CASTLE ROCK ADVISORS 200 CLARENDON STREET 35TH FLOOR BOSTON,MA02116
NANCY K LUBIN	TRUSTEE 1.00	0	0	0
C/O CASTLE ROCK ADVISORS 200 CLARENDON STREET 35TH FLOOR BOSTON,MA02116
KATE E LUBIN	TRUSTEE 3.00	0	0	0
C/O CASTLE ROCK ADVISORS 200 CLARENDON STREET 35TH FLOOR BOSTON,MA02116
EMILY L WOODS	TRUSTEE 20.00	65,000	0	0
C/O CASTLE ROCK ADVISORS 200 CLARENDON STREET 35TH FLOOR BOSTON,MA02116
GLENDON SUTTON	TRUSTEE 1.00	0	0	0
C/O CASTLE ROCK ADVISORS 200 CLARENDON STREET 35TH FLOOR BOSTON,MA02116
GREG WOODS	TRUSTEE 1.00	0	0	0
C/O CASTLE ROCK ADVISORS 200 CLARENDON STREET 35TH FLOOR BOSTON,MA02116


SUSAN COHEN	EXECUTIVE DIRECTOR 40.00	330,000	18,000	540
27 WALNUT PLACE BROOKLINE,MA02445
MEGHAN MAZUROWSKI	ASSISTANT TO THE EXE 40.00	75,000	4,080	540
32 FLEET STREET BOSTON,MA02113
KYLE CONLEY	ASSISTANT TO THE EXE 40.00	42,462	920	135
5 VAUTRINOT AVENUE BOSTON,MA02045




Total number of other employees paid over $50,000...................	0

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
FAMILYAID BOSTON INC 3815 WASHINGTON STREET BOSTON,MA02130	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	500
NANTUCKET BOOK FESTIVAL 35 OLD SOUTH ROAD NANTUCKET ISLANE,MA02554	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	500
THEATRE WORKSHOP OF NANTUCKET 62 CENTRE STREET NANTUCKET,MA02554	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	500
NANTUCKET ATHENEUM 1 INDIA STREET NANTUCKET,MA02554	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	1,000
NANTUCKET MUSIC CENTER 56 CENTRE STREET NANTUCKET,MA02554	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	1,000
COMMUNITY FOUNDATION OF NANTUCKET 117 ORANGE STREET NANTUCKET,MA02554	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	1,000
REHEARSAL FOR LIFE 670 CENTRE STREET JAMAICA PLAIN,MA02130	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	1,000
ALZHEIMER'S DISEASE RESEARCH 34 WASHINGTON STREET SUITE 200 WELLESLEY HILLS,MA02481	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	1,000
RACHEL BARTON PINE FDN 333 W/ HUBBARD ST SUITE 901 CHICAGO,IL60654	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	1,000
NEWTON-WELLESLEY HOSPITAL 2014 WASHINGTON STREET NEWTON,MA02462	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	1,000
THE FRANCIS OUIMET SCHOLARSHIP 300 ARNOLD PALMER BLVD NORTON,MA02766	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	1,000
REACH OUT AND READ 89 SOUTH STREET BOSTON,MA02111	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	1,000
TEREZIN MUSIC FOUNDATION PO BOX 230206 BOSTON,MA02123	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	1,000
PALM BEACH COUNTRY CLUB FOUNDATION 760 N OCEAN BLVD PALM BEACH,FL33480	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	1,000
BELMONT GOLF SCHOLARSHIP FUND 151 TREMONT STREET BOSTON,MA02111	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	1,000
CAMP HARBOR VIEW FOUNDATION 1946 WASHINGTON STREET BOSTON,MA02118	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	1,000
BOWDOIN INTERNATIONAL MUSIC FESTIVAL 6300 COLLEGE STATION BRUNSWICK,ME040118463	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	1,000
FRIENDS OF THE SOUTH END LIBRARY 150 W CONCORD STREET BOSTON,MA02118	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	1,000
HORIZONS AT DEDHAM COUNTRY DAY SCHOOL 90 SANDY VALLEY RD DEDHAM,MA02026	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	1,000
MAKE-A-WISH FOUNDATION 1 BULFINCH PLACE 201 BOSTON,MA02114	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	1,000
HISTORIC NEW ENGLAND OTIS HOUSE 141 CAMBRIDGE STREET BOSTON,MA02114	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	1,000
JDRF GREATER NEW ENGLAND CHAP 62 WALNUT STREET SUITE 5 WELLESLEY,MA02481	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	1,000
VAIL VALLEY FOUNDATION SUITE 300 90 BENCHMARK ROAD AVON,CO81620	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	1,500
WBUR (PUBLIC RADIO 909FM BOSTON) 890 COMMONWEALTH AVENUE 3RD FLOOR BOSTON,MA02215	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	1,500
TENACITY INC 38 EVERETT STREET BOSTON,MA02134	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	2,000
BOSTON CHILDRENS MUSEUM 308 CONGRESS STREET BOSTON,MA02210	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	2,500
HEBREW SENIOR LIFE 1200 CENTRE STREET ROSLINDALE,MA02131	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	2,500
BABSON COLLEGE 231 FOREST STREET BABSON PARK,MA02457	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	2,500
FERRIS STATE UNIVERSITY 1201 S STATE STREET BIG RAPIDS,MI49307	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	2,500
FIRST TEE OF MASSACHUSETTS 300 ARNOLD PALMER BLVD NORTON,MA02766	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	2,500
SPRUCE STREET NURSERY SCHOOL 5 AVERY PLACE BOSTON,MA02111	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	2,500
NOTICE ABILITY PO BOX 380617 CAMBRIDGE,MA02238	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	3,000
ESPLANADE ASSOCIATION 575 BOYLSTON STREET SUITE 4R BOSTON,MA02116	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	3,000
PHILANTHROPY MASSACHUSETTS 133 FEDERAL STREET SUITE 802 BOSTON,MA02110	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	4,500
SPORTSMEN'S TENNIS CLUB 950 BLUE HILL AVENUE DORCHESTER,MA02124	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	5,000
SPAULDING REHABILITATION HOSPITAL 300 1ST AVENUE CHARLESTOWN,MA02129	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	5,000
BOSTON YOUTH SYMPHONY ORCHESTRA 855 COMMONWEALTH AVENUE BOSTON,MA02215	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	5,000
HILL HOUSE INC 127 MT VERNON STREET BOSTON,MA02108	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	5,000
TEACH FOR AMERICA PO BOX 398305 SAN FRANCISCO,CA94139	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	5,000
BOSTON CHILDRENS HOSPITAL 300 LONGWOOD AVENUE BOSTON,MA02115	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	5,000
THE JOEY FUND 55 CAMBRIDGE PARKWAY CAMBRIDGE,MA02141	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	5,000
PINE STREET INN 444 HARRISON AVE BOSTON,MA02118	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	5,000
PARTNERS IN HEALTH 800 BOYLSTON SUITE 300 BOSTON,MA02199	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	5,000
ABOUT FRESH 69 SHIRLEY STREET BOSTON,MA02119	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	5,000
NANTUCKET HISTORICAL ASSOCIATION 15 BROAD STREET NANTUCKET,MA02554	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	5,000
JEWISH FEDERATION OF PALM BEACH 1 HARVARD CIRC 100 WEST PALM BEACH,FL33409	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	5,000
EMMANUEL MUSIC 15 NEWBURY ST BOSTON,MA02116	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	5,000
LATINOS FOR EDUCATION INC 275 PAYSON RD BELMONT,MA02478	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	5,000
ALZHEIMER'S ASSOCIATION 480 PLEASANT STREET WATERTOWN,MA02472	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	5,000
MUSIC CONNECTS 20 BELGRADE AVENUE 1 ROSLINDALE,MA02131	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	5,000
MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON,MA02114	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	5,000
NANTUCKET CONSERVATION FOUNDATION 118 CLIFF ROAD NANTUCKET,MA02554	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	5,000
NEW ENGLAND BAPT HOSP 125 PARK HILL AVE BOSON,MA02120	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	5,000
GEORGETOWN UNIVERSITY LAW CENTER 600 NEW JERSEY AVENUE NW WASHINGTON,DC20001	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	9,000
BOSTONS HIGHER GROUND 384 WARREN ST BOSTON,MA02119	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	10,000
VAIL DANCE FESTIVAL 530 S FRONTAGE RD E VAIL,CO81657	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	10,000
SOC OF THE FOUR ARTS 100 FOUR ARTS PLAZA PALM BEACH,FL33480	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	10,000
STEPPING STONE FOUNDATION 155 FEDERAL STREET 800 BOSTON,MA02110	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	10,000
SEED GLOBAL HEALTH 20 ASHBURTON PLACE 6TH FLOOR BOSTON,MA02108	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	10,000
NANTUCKET PARTNERSHIP FOR CHILDREN INC PO BOX 2021 NANTUCKET,MA02584	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	10,000
DAVID ORTIZ CHILDRENS FUND 214 MAIN STREET SUITE 448 EL SEGUNDO,CA90245	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	10,000
BIG BROTHERS BIG SISTERS 75 FEDERAL STREET 8TH FL BOSTON,MA02210	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	10,000
COMMUNITY MUSICWORKS 1392 WESTMINSTER STREET PROVIDENCE,RI02909	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	10,000
BUNKER HILL COMMUNITY COLLEGE FOUNDATION 250 NEW RUTHERFORD AVENUE BOSTON,MA02129	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	10,000
MAX WARBURG COURAGE CURRICULUM 263 HUNTINGTON AVENUE 366 BOSTON,MA02115	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	10,000
BOSTON FOUNDATION 75 ARLINGTON STREET BOSTON,MA02116	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	10,000
WHITNEY MUSEUM OF ART 99 GANSEVOORT ST NEW YORK,NY10014	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	10,000
FACING HISTORY AND OURSELVES 16 HURD ROAD BROOKLINE,MA02445	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	10,000
DEL SOL PERFORMING ARTS ORG 3100 E PATRICK LN LAS VEGAS,NV89120	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	10,000
PA MUSEUM OF ART 2600 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA,PA19130	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	10,000
BOSTON PLAN FOR EXCELLENCE 67 KEMBLE ST SUITE 25 ROXBURY,MA02119	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	15,000
BOTTOM LINE 500 AMORY STREET JAMAICA PLAIN,MA02130	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	15,000
FRIENDS OF THE PUBLIC GARDEN 69 BEACON STREET BOSTON,MA02108	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	15,000
FAMILY NUTURING CENTER OF MASSACHUSETTS 200 BOWDOIN STREET DORCHESTER,MA02122	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	15,000
NEW TEACHER CTR 1205 PACIFIC AVENUE SUITE 301 SANTA CRUZ,CA95060	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	15,000
BROWN UNIVERSITY PO BOX 1876 PROVIDENCE,RI02912	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	17,000
NANTUCKET BOYS AND GIRLS CLUB 61 SPARKS AVENUE NANTUCKET,MA02554	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	17,500
WORLD CHILDREN'S INITIATIVE PO BOX 7281 MENLO PARK,CA94026	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	18,000
BEACON ACADEMY 477 LONGWOOD AVENUE BOSTON,MA02215	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	20,000
NANTUCKET DREAMLAND 17 S WATER STREET NANTUCKET,MA02554	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	20,000
BOSTON COMM PEDIATRICS 527 ALBANY ST 200 BOSTON,MA02118	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	20,000
NANTUCKET COTTAGE HOSPITAL 57 PROSPECT STREET NANTUCKET,MA02554	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	20,000
Y IN CENTRAL MD 303 W CHESAPEAKE AVE TOWSON,MD21204	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	23,500
THE CC EMPLOYEE ED FUND 191 CLYDE ST CHESTNUT HILL,MA02467	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	25,000
WEST END HOUSE 105 ALLSTON ST ALLSTON,MA02134	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	30,000
BOSTON PUBLIC SCHOOLS 700 BOYLSTON STREET BOSTON,MA02115	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	30,000
HYDE SQUARE TASK FORCE 30 SUNNYSIDE ST BOSTON,MA02130	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	30,000
BOYS AND GIRLS CLUBS OF BOSTON 50 CONGRESS STREET SUITE 730 BOSTON,MA02109	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	35,000
CARROLL SCHOOL 1841 TRAPELO ROAD WALTHAM,MA02451	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	35,000
HANDEL & HAYDN SOCIETY 300 MASSACHUSETTS AVENUE BOSTON,MA02115	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	35,000
HEALTH RESOURCES IN ACTION 2 BOYLSTON ST 4TH FLOOR BOSTON,MA02116	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	38,600
826 BOSTON 3035 WASHINGTON STREET ROXBURY,MA02119	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	40,000
UNITED WAY 51 SLEEPER STREET BOSTON,MA02210	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	47,500
HUNTINGTON THEATRE COMPANY 264 HUNTINGTON AVE 4606 BOSTON,MA02115	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	50,000
AMERICAN REPERTORY THEATRE 64 BRATTLE STREET CAMBRIDGE,MA02138	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	50,000
INST OF CONTEMPORARY ART 25 HARBOR SHORE DRIVE BOSTON,MA02116	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	51,000
ISABELLA STEWART GARDNER MUSEUM 25 EVANS WAY BOSTON,MA02115	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	51,200
MUSEUM OF SCIENCE 1 SCIENCE PARK BOSTON,MA02114	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	51,200
CELEBRITY SERIES OF BOSTON 20 PARK PLAZA 1032 BOSTON,MA02116	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	57,500
CELLOBELLO 1200 WASHINGTON STREET SUITE 320 BOSTON,MA02118	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	60,000
BOSTON MEDICAL CENTER ONE MEDICAL CENTER PLACE BOSTON,MA02118	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	65,000
BOWDOIN COLLEGE 5000 SOUTH STREET BRUNSWICK,ME04011	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	66,500
WINSOR SCHOOL 103 PILGRIM ROAD BOSTON,MA02215	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	72,500
FROM THE TOP 295 HUNTINGTON AVENUE SUITE 201 BOSTON,MA02115	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	73,700
NEW ENGLAND CONSERVATORY 290 HUNTINGTON AVENUE BOSTON,MA02115	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	75,000
COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON,MA02110	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	75,000
HORIZONS FOR HOMELESS CHILDREN 1705 COLUMBUS AVENUE ROXBURY,MA02119	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	75,000
SQUASHBUSTERS 795 COLUMBUS AVENUE ROXBURY CROSSING,MA02120	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	80,500
BRIGHAM & WOMEN'S HOSPITAL 75 FRANCIS STREET BOSTON,MA02115	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	100,000
YEAR UP 45 MILK ST 9TH FLR BOSTON,MA02109	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	100,000
DAMON RUNYON CANCER RES FDN 55 BROADWAY SUITE 302 NEW YORK,NY10006	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	100,000
SRS RAISE THE ROOF FDN 7440 STATE HIGHWAY 121 MCKINNEY,TX75070	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	100,000
WHEATON COLLEGE 26 E MAIN STREET NORTON,MA02766	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	125,000
BOSTON EDUCATIONAL DEVELOPMENT 7 PALMER STREET 2ND FLOOR ROXBURY,MA02119	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	131,680
CHILDRENS AID 117 WEST 124TH STREET 3RD FLOOR NEW YORK,NY10027	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	135,000
YMCA OF GREATER BOSTON 316 HUNTINGTON AVENUE BOSTON,MA02115	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	159,000
PARK SCHOOL CORPORATION 171 GODDARD AVENUE BROOKLINE,MA02445	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	190,000
WGBH (PUBLIC RADIO 897FM BOSTON) ONE GUEST STREET BOSTON,MA02135	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	201,000
BETH ISRAEL DEACONESS MEDICAL CENTER 110 FRANCIS STREET BOSTON,MA02215	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	265,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE 1563 MASSACHUSETTS AVE CAMBRIDGE,MA02138	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	401,500
UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET PHILADELPHIA,PA19104	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	620,000
BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVENUE BOSTON,MA02115	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	720,000
MUSEUM OF FINE ARTS - BOSTON 465 HUNTINGTON AVENUE BOSTON,MA02115	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	1,000,000
DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON,MA02215	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	2,033,547
FIDELITY CHARITABLE GIFT FUND 776 BOYLSTON ST PH 1G BOSTON,MA02199	NONE	501(C)(3)	TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION.	200,000
Total ................................. 3a				8,427,927

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.............
	2	Savings and temporary cash investments.........	11,533,236	11,450,342	11,450,342
	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)..........	141,454,382	149,605,950	245,013,128
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	9,300	32,607	32,607
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	152,996,918	161,088,899	256,496,077
	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 )	1,196,682	1,731,659
	23	Total liabilities (add lines 17 through 22).........	1,196,682	1,731,659
		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........	151,800,236	159,357,240
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	0	0
	29	Total net assets or fund balances (see instructions).....	151,800,236	159,357,240
	30	Total liabilities and net assets/fund balances (see instructions).	152,996,918	161,088,899

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
GOLDMAN SACHS	INVESTMENT MANAGEMENT	256,605
125 HIGH STREET 20TH FLOOR BOSTON,MA021102704	INVESTMENT MANAGEMENT	256,605
MORGAN STANLEY	INVESTMENT MANAGEMENT	88,086
28 STATE STREET 26TH FLOOR BOSTON,MA02109	INVESTMENT MANAGEMENT	88,086

	(a) Corpus	(b) Years prior to 2020	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7				11,189,427
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......			9,048,528
b Total for prior years:20, 20, 20		0
3 Excess distributions carryover, if any, to 2021:
a From 2016......
b From 2017......
c From 2018......
d From 2019......
e From 2020......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2021 from Part
XI, line 4: $ 9,132,218
a Applied to 2020, but not more than line 2a			9,048,528
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.....				83,690
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2021.	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	0
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 ..........				11,105,737
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) ...	0
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2017....
b Excess from 2018....
c Excess from 2019....
d Excess from 2020....
e Excess from 2021....

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	(e) Total

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

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 ...........	523000	100	14	1,325,886	4,979
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 ............	523000	11,131	18	5,414,815
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aFROM K-1 - CRA FUND II, LLC - OTHER INCOME (LOSS)	523000	129,755	14	-65,574
bFROM K-1 - STOCKBRIDGE COINVESTORS	523000	0	14
cFROM K-1 - HIGHVISTA II, LP - OTHER INCOME (LOSS)	523000	17,854	14	-65,499
dFROM K-1 - BRACEBRIDGE (BIL) - OTHER INCOME (LOSS)	523000	0	14	398,062
eGOLDMAN SACHS #50685	523000	0	14	36,214
fGOLDMAN SACHS #03105	523000	0	14	9,028
gFROM K-1 - BERKSHIRE INV III	523000	-24,501	14	0
12 Subtotal. Add columns (b), (d), and (e) ..		134,672		9,527,589	4,979

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			34,267
b			253,401
c			95,521
d			408,750
e			-38,436
			178,280
			4,488
			6,796
			193,311
			1,304,117
			211,406
			1,647,514
			199,758
			678,770
			77,871
			158,890


(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
SUSAN COHEN	EXECUTIVE DIRECTOR 40.00	330,000	18,000	540
27 WALNUT PLACE BROOKLINE,MA02445	EXECUTIVE DIRECTOR 40.00	330,000	18,000	540
MEGHAN MAZUROWSKI	ASSISTANT TO THE EXE 40.00	75,000	4,080	540
32 FLEET STREET BOSTON,MA02113	ASSISTANT TO THE EXE 40.00	75,000	4,080	540
KYLE CONLEY	ASSISTANT TO THE EXE 40.00	42,462	920	135
5 VAUTRINOT AVENUE BOSTON,MA02045	ASSISTANT TO THE EXE 40.00	42,462	920	135




Total number of other employees paid over $50,000...................				0

bApproved for future payment

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

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 RICHARD K LUBIN FOUNDATION C/O CASTLE ROCK ADVISORS

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	RICHARD K LUBIN 776 BOYLSTON STREET PH1G BOSTON, MA02199	$ 13,558,832	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
2	RICHARD K LUBIN 776 BOYLSTON STREET PH1G BOSTON, MA02199	$ 7,300	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
3	RICHARD K LUBIN 776 BOYLSTON STREET PH1G BOSTON, MA02199	$ 7,780,000	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.)
Schedule B (Form 990) (2021)

Name of organization RICHARD K LUBIN FOUNDATION C/O CASTLE ROCK ADVISORS		Employer identification number 22-2773808

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
1	22,400 SHARES OF TRANSDIGM GROUP, INC	$ 13,558,832	2021-12-10
(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) (2021)


Name of organization RICHARD K LUBIN FOUNDATION C/O CASTLE ROCK ADVISORS			Employer identification number 22-2773808
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
FROM K-1 - CRA FUND II, LLC	AT COST	20,006,630	21,384,523
FROM K-1 - HIGHVISTA II, LP	AT COST	9,083,983	9,015,545
GOLDMAN SACHS #65908	AT COST	2,875,854	65,998,395
GOLDMAN SACHS #65912	AT COST	5,328,651	7,320,858
GOLDMAN SACHS #65909	AT COST	54,181,276	72,917,202
STOCKBRIDGE COINVESTORS	AT COST	7,350,680	10,483,407
GOLDMAN SACHS #50685	AT COST	28,588,391	29,208,286
BRACEBRIDGE	AT COST	8,648,838	8,835,490
MORGAN STANLEY #9007	AT COST	3,727,655	9,818,417
GOLDMAN SACHS #03105	AT COST	8,377,016	8,363,610
FROM K-1 - BERKSHIRE	AT COST	1,436,976	1,667,395

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
PREPAID RENT	6,200	15,600	15,600
SECURITY DEPOSIT	3,100	0	0
DIVIDENDS RECEIVABLE	0	17,007	17,007

Description	Amount
UNREALIZED APPRECIATION ON CONTRIBUTED SECURITIES	13,558,832
RECONCILIATION/TIMING ADJUSTMENTS	14,046

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.)
3	FEDERALLY TAX EXEMPT INTEREST (IRC SECTION 103)

Software ID:
Software Version:

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
NONDEDUCTIBLE EXPENSES FROM K-1 - HIGHVISTA II LP	1,540	0
INSURANCE	17,626	17,626
SUPPLIES	3,239	3,239
TELEPHONE	1,610	1,610
MEMBERSHIPS & SUBSCRIPTIONS	47	47
PAYROLL FEES	2,252	2,252
POSTAGE	109	109
NONDEDUCTIBLE EXPENSES FROM K-1 - BERKSHIRE INV III	19	0
NONDEDUCTIBLE EXPENSES FROM K-1 - CRA FUND II LLC	700	0

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
FROM K-1 - CRA FUND II, LLC - OTHER INCOME (LOSS)	64,181	-65,574	64,181
FROM K-1 - HIGHVISTA II, LP - OTHER INCOME (LOSS)	-47,645	-65,499	-47,645
FROM K-1 - BRACEBRIDGE (BIL) - OTHER INCOME (LOSS)	398,062	398,062	398,062
GOLDMAN SACHS #50685	36,214	36,214	36,214
GOLDMAN SACHS #03105	9,028	9,028	9,028
FROM K-1 - BERKSHIRE INV III	-24,501	0	-24,501

Description	Beginning of Year - Book Value	End of Year - Book Value
OUTSTANDING CHECKS	1,191,500	772,000
ACCOUNTS PAYABLE	5,182	5,098
CAPITAL PAYABLE	0	954,561

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
GOLDMAN SACHS #65909	100,014	50,007	0
GOLDMAN SACHS #65912	69,909	36,765	0
GOLDMAN SACHS #50685	73,511	36,756	0
GOLDMAN SACHS #01305	16,792	8,396	0
MORGAN STANLEY #9007	88,169	44,126	0
BOOKKEEPING SERVICES	7,876	0	7,876
IT SERVICES	24,106	0	24,106
OTHER PROFESSIONAL SERVICES	5,570	0	5,570
STOCKBRIDGE COINVESTORS - MANAGEMENT FEES	11,818	5,909	0
HIGHVISTA - MANAGEMENT FEES	42,232	21,116	0
CRA FUND II - MANAGEMENT FEES	77,583	38,792	0
BERKSHIRE INVESTORS III - MANAGEMENT FEES	36	18	0
BERKSHIRE INVESTORS (OS) - MANAGEMENT FEES	8	4	0

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
FEDERAL ESTIMATED TAX PAYMENTS	60,000	0	0
FEDERAL PRIOR-YEAR EXTENSION PAYMENT	142,000	0	0
FOREIGN TAX FROM K-1 - CRA FUND II, LLC	6,731	6,731	0
FOREIGN TAX FROM K-1 - HIGHVISTA II LP	8,003	8,003	0
FOREIGN TAX FROM K-1 - STOCKBRIDGE COINVESTORS LLC	654	654	0
FOREIGN TAX - GOLDMAN SACHS #65908	4,393	4,393	0
FOREIGN TAX - GOLDMAN SACHS #65909	28,355	28,355	0
FOREIGN TAX - GOLDMAN SACHS #65912	8,539	8,539	0
MASSACHUSETTS TAXES	705	0	0
FOREIGN TAX - MORGAN STANLEY #9007	2,151	2,151	0
PAYROLL TAXES	29,067	0	29,067