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. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 11-01-2020 , and ending 10-31-2021
Name of foundation
THE NANCY LURIE MARKS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)60 WILLIAM STREET SUITE 110
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WELLESLEY, MA02481
A Employer identification number

04-2607232
B Telephone number (see instructions)

(617) 482-1776
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$163,633,734J 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 732,144 731,417  
4 Dividends and interest from securities... 1,143,780 1,140,993  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,782,666
b Gross sales price for all assets on line 6a 15,781,478
7 Capital gain net income (from Part IV, line 2)... 7,402,527
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 739,486 898,174  
12 Total. Add lines 1 through 11........ 10,398,076 10,173,111  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 752,400 0   752,400
14 Other employee salaries and wages...... 349,719 0   349,719
15 Pension plans, employee benefits....... 205,791 0   205,791
16a Legal fees (attach schedule)......... Click to see attachment 172,989 0   172,989
b Accounting fees (attach schedule)....... Click to see attachment 56,048 28,024   28,024
c Other professional fees (attach schedule).... Click to see attachment 1,678,408 1,607,278   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 288,707 83,160   5,449
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,404 0  
20 Occupancy.............. 183,138 0   183,138
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 235,185 0   235,185
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,923,789 1,718,462   1,932,695
25 Contributions, gifts, grants paid....... 4,943,898 4,943,898
26 Total expenses and disbursements. Add lines 24 and 25 8,867,687 1,718,462   6,876,593
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,530,389
b Net investment income (if negative, enter -0-) 8,454,649
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 2,041,819 6,135,401 6,135,401
2 Savings and temporary cash investments.........      
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)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 115,215,806 Click to see attachment112,545,491 157,495,626
14 Land, buildings, and equipment: basis bullet896,604
Less: accumulated depreciation (attach schedule) bullet893,897 4,111 Click to see attachment2,707 2,707
15 Other assets (describe bullet) Click to see attachment5,630,000 Click to see attachment5,630,000 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 122,891,736 124,313,599 163,633,734
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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...........    
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........ 122,891,736 124,313,599
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)..... 122,891,736 124,313,599
30 Total liabilities and net assets/fund balances (see instructions). 122,891,736 124,313,599
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
122,891,736
2
Enter amount from Part I, line 27a .....................
2
1,530,389
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
350,704
4
Add lines 1, 2, and 3 ..........................
4
124,772,829
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
459,230
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
124,313,599
Form 990-PF (2020)
Form 990-PF (2020)
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 ABRAMS CAPITAL PARTNERS II, L.P. P    
b ADAGE CAPITAL PARTNERS, L.P. P    
c BAUPOST VALUE PARTNERS, L.P. - I P    
d BLACKSTONE MINERALS, LP P    
e BRAZOS EQUITY FUND III, LP P    
BROOKSIDE CAPITAL PARTNERS FUND, L.P. P    
CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN EUROPE III P    
CA RESOURCES FUND (U.S. TAX-EXEMPT), L.P. - SERIES BAIN X P    
CB OFFSHORE EQUITY FUND VIII, LP P    
CB OFFSHORE EQUITY FUND IX LP P    
CB OP AGGREGATOR II-B, LP P    
CB OP FEEDER I, LP P    
CB OP FEEDER II LP P    
CHESTNUT HILL VENTURES, LLC P    
ELEPHANT PARTNERS I LP P    
ENCAP ENERGY CAPITAL FUND VI-B, L.P. P    
FORTRESS CREDIT OPPORTUNITIES FUND V (A) LP P    
HILLHOUSE FUND IV LP P    
HOLDCO OPPORTUNITIES FUND L.P. P    
HOLDCO OPPORTUNITIES FUND III, L.P. P    
INCOME RESEARCH & MANAGEMENT CORE BOND FUND P    
(WELLINGTON) INTERNATIONAL RESEARCH EQUITY EXTENDED FUND P    
LL MORTGAGE FUND LP P    
MARCUS CAPITAL PARTNERS FUND II LP P    
NAVITAS FUND LP - JVL ADVISORS P    
OAKTREE VALUE EQUITY FUND (DELAWARE), L.P. P    
PERMIT CAPITAL MORTGAGE FUND, L.P.- SERIES J P    
QIMING VENTURE PARTNERS FUND V LP P    
QIMING VENTURE PARTNERS VI LP P    
REGENT OPPORTUNITY FUND IV, LLC P    
(FKA LEERINK) REVELATION HEALTHCARE FUND II LP P    
RIVA CAPITAL PARTNERS IV LP P    
THE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY TRUST P    
SILVER LAKE PARTNERS II, LP P    
SILVER LAKE PARTNERS III, LP P    
SLP III KINGDOM FEEDER I, LP P    
SILVER LAKE PARTNERS III CAYMAN (AIV III), L.P. P    
SOMERSET SMALL MID CAP EM ALL COUNTRY FUND LLC P    
SUMMIT PARTNERS PRIVATE EQUITY FUND VII-B, L.P. P    
TELEGRAPH HILL PARTNERS II, L.P. P    
TELEGRAPH HILL PARTNERS III, L.P. P    
TINICUM TAX EXEMPT LP P    
(FKA TPG) SIXTH STREET OPPORTUNITIES PARTNERS II (B), L.P. P    
ULTRA CAPITAL SUSTAINABLE INFRASTRUCTURE TE FEEDER FUND II P    
UNDERSCORE VC FUND II LP P    
(WELLINGTON) US RESEARCH EQUITY EXTENDED FUND, L.P. P    
VENROCK ASSOCIATES V, L.P. P    
XFUND 2, LP - CLASS A P    
XFUND 2, LP - CLASS B P    
YORKTOWN ENERGY PARTNERS XI LP P    
YT XII RENEWABLE AIV LP P    
BC VIII PRIVATE INVESTORS, LLC P    
BC VIII-E PRIVATE INVESTORS, L.P. P    
BAIN CAPITAL (SSS I) IX, L.P. P    
BAIN CAPITAL FUND IX, L.P. P    
BERKSHIRE FUND VII, L.P. P    
BERKSHIRE FUND VII (OS), LP P    
BERKSHIRE FUND VIII (IND), L.P. P    
BERKSHIRE FUND IX-A (IND), L.P. P    
BERKSHIRE FUND IX-A IND VP AIV, L.P. P    
CHARLESBANK EQUITY COINVESTMENT FUND VI, LP P    
DENHAM COMMODITY PARTNERS FUND V LP P    
DENHAM IV CONTINUATION FUND LP (FKA DENHAM COMMODITY PARTNERS FUND IV LP) P    
FORTRESS CREDIT OPPORTUNITIES FUND IV(A) LP P    
RHO VENTURES V, LP P    
RIVA CAPITAL PARTNERS III, LP P    
TA X, L.P. P    
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI L.P. P    
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII, LP P    
SIXTH STREET (FKA TPG) OPPORTUNITIES PARTNERS III (B), L.P. P    
VENROCK ASSOCIATES IV, LP P    
VENROCK ASSOCIATES VI, LP P    
WLR RECOVERY FUND IV, L.P. P    
WLR RECOVERY FUND IV DSS AIV, L.P. P    
WLR IV RRH AIV, LP P    
CHESTNUT HEDGE FUND P    
DOVER STREET VII CAYMAN FUND LP P    
PERRY PARTNERS INTERNATIONAL INC CLASS D P    
RA CAPITAL HEALTHCARE INTL FUND LP P    
SANKATY CREDIT OPPORTUNITIES FUND (OFFSHORE) I, LP P    
SANKATY CREDIT OPPORTUNITIES II LP (OFFSHORE) P    
SANKATY CREDIT OPPORTUNITIES III LP P    
SANKATY PROSPECT HARBOR LTD (OFFSHORE) P    
AXA IM EMERGING MARKETS SMALL CAP FUND, LLC P    
ISHARES TR CORE MSCI EAFE ETF P    
ISHARES CORE MSCI EMERGING MKTS ETF P    
STONE RIDGE REINSURANCE RISK PREMIUM FUND P    
WAYFAIR INC STOCK P    
WAYFAIR INC STOCK - UBTI ADJUSTMENT P    
RAYMOND JAMES P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,657   13,551 -11,894
b 1,883,836     1,883,836
c 208,720   629 208,091
d     257,995 -257,995
e 3,672     3,672
204,918     204,918
38,686     38,686
6,820     6,820
1,206     1,206
157   157 0
5     5
25     25
1     1
15     15
640,159     640,159
    110,288 -110,288
52,273     52,273
109,665     109,665
2,308     2,308
34,784     34,784
347,682     347,682
    21,478 -21,478
15,117     15,117
167,223     167,223
    155,527 -155,527
134,461     134,461
    799,012 -799,012
    6,414 -6,414
20,493     20,493
18,997   17,301 1,696
9,081     9,081
1,438   21,840 -20,402
    428,360 -428,360
2,614     2,614
63,015     63,015
    68,295 -68,295
36,858     36,858
    29,043 -29,043
    26,948 -26,948
60     60
219,251     219,251
256,459     256,459
14     14
4,645     4,645
    15 -15
1,341,850     1,341,850
1,266,770     1,266,770
    16,836 -16,836
30,989     30,989
4,511     4,511
4,709     4,709
1     1
    45 -45
21     21
75,928     75,928
8,951     8,951
    246,891 -246,891
612,826   116 612,710
54,423     54,423
181     181
1,980     1,980
    6,104 -6,104
    727 -727
    17,344 -17,344
5,051     5,051
10,992   2,679 8,313
    34,388 -34,388
28,494     28,494
    1,004 -1,004
9,830     9,830
    1,580 -1,580
1,099,340     1,099,340
373     373
53     53
    3,016 -3,016
874,640   131,673 742,967
81,476     81,476
70     70
246,213     246,213
    354,663 -354,663
    358,079 -358,079
    506,466 -506,466
    83,082 -83,082
5,782     5,782
3,345,655   3,000,008 345,647
750,347   707,538 42,809
576,529   657,208 -80,679
315,727   81,912 233,815
    210,432 -210,432
541,451   307 541,144
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       -11,894
b       1,883,836
c       208,091
d       -257,995
e       3,672
      204,918
      38,686
      6,820
      1,206
      0
      5
      25
      1
      15
      640,159
      -110,288
      52,273
      109,665
      2,308
      34,784
      347,682
      -21,478
      15,117
      167,223
      -155,527
      134,461
      -799,012
      -6,414
      20,493
      1,696
      9,081
      -20,402
      -428,360
      2,614
      63,015
      -68,295
      36,858
      -29,043
      -26,948
      60
      219,251
      256,459
      14
      4,645
      -15
      1,341,850
      1,266,770
      -16,836
      30,989
      4,511
      4,709
      1
      -45
      21
      75,928
      8,951
      -246,891
      612,710
      54,423
      181
      1,980
      -6,104
      -727
      -17,344
      5,051
      8,313
      -34,388
      28,494
      -1,004
      9,830
      -1,580
      1,099,340
      373
      53
      -3,016
      742,967
      81,476
      70
      246,213
      -354,663
      -358,079
      -506,466
      -83,082
      5,782
      345,647
      42,809
      -80,679
      233,815
      -210,432
      541,144
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 7,402,527
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  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
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 Reserved................................ 1 117,520
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 117,520
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- ..... 5 117,520
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 539,823
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 539,823
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 10 422,303
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet422,303 RefundedBullet 11 0
Part VII-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 XV..................................
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    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 (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-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 addressbulletWWW.NLMFOUNDATION.ORG
    14
    The books are in care ofbulletGOULSTON STORRS Telephone no.bullet (617) 482-1776

    Located atbullet400 ATLANTIC AVEBOSTONMA 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 2020, 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 VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
    ........bullet
    c
    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 2020?.............
    1c
     
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    c
    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?..........
    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?.....................
    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?
    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? .................
    Part VIII
    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
    CATHY J LURIE TRUSTEE
    1.00     		0 0 0
    C/O GOULSTON STORRS 400 ATLANTIC
    AVE
    BOSTON,MA02110
    JEFFREY R LURIE TRUSTEE
    1.00     		0 0 0
    C/O GOULSTON STORRS 400 ATLANTIC
    AVE
    BOSTON,MA02110
    MARK D BALK TRUSTEE
    1.00     		0 0 0
    C/O GOULSTON STORRS 400 ATLANTIC
    AVENUE
    BOSTON,MA02110
    HARVEY E CUSHING TRUSTEE
    20.00     		154,500 0 0
    C/O GOULSTON STORRS 400 ATLANTIC
    AVE
    BOSTON,MA02110
    NANCY L MARKS TRUSTEE
    1.00     		0 0 0
    C/O GOULSTON STORRS 400 ATLANTIC
    AVE
    BOSTON,MA02110
    RICHARD B DENNING TRUSTEE
    20.00     		167,200 20,678 0
    C/O NLM FOUNDATION 60 WILLIAMS ST
    WELLESLEY,MA02481
    CLARENCE SCHUTT DIRECTOR
    40.00     		430,700 34,074 0
    C/O NLM FOUNDATION 60 WILLIAMS ST
    WELLESLEY,MA02481
    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
    JUDITH CHAN DIRECTOR OF COMMUNIC
    40.00     		117,833 48,731 0
    C/O NLM FOUNDATION 60 WILLIAMS ST
    WELLESLEY,MA02481
    ELIZABETH ZWICK DIRECTOR OF COMMUNIT
    40.00     		117,833 27,906 0
    C/O NLM FOUNDATION 60 WILLIAMS ST
    WELLESLEY,MA02481
    ELEONORA SILAYEVA EXECUTIVE ASSOCIATE
    40.00     		114,053 22,670 0
    C/O NLM FOUNDATION 60 WILLIAMS ST
    WELLESLEY,MA02481
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    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
    CAMBRIDGE ASSOCIATES LLC INVESTMENT ADVISORY FEES 310,485
    100 SUMMER STREET
    BOSTON,MA02110
    GOULSTON & STORRS PC CUSTODIAL & LEGAL FEES 172,989
    400 ATLANTIC AVE
    BOSTON,MA02110
    INTERTHRIVE IT CONSULTING 83,400
    C/O NLM FOUNDATION 60 WILLIAMS ST
    WELLESLEY,MA02481
    KENNETH M FARBER CONSULTING 75,140
    C/O NLM FOUNDATION 60 WILLIAMS ST
    WELLESLEY,MA02481
    DELOITTE TAX LLP ACCOUNTING FEES 56,048
    200 BERKELEY STREET
    BOSTON,MA02116
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-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 NOT APPLICABLE 0
    2  
    3  
    4  
    Part IX-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 NONE 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    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
    140,621,840
    b
    Average of monthly cash balances.......................
    1b
    3,860,038
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    144,481,878
    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
    144,481,878
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,167,228
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    142,314,650
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    7,115,733
    Part XI
    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 X, line 6....................
    1
    7,115,733
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    117,520
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    117,520
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,998,213
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    316,696
    5
    Add lines 3 and 4............................
    5
    7,314,909
    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 XIII, line 1 ...
    7
    7,314,909
    Part XII
    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
    6,876,593
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    6,876,593
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    6,876,593
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 7,314,909
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 855,550
    b From 2016...... 80,083
    c From 2017......  
    d From 2018......  
    e From 2019...... 893,610
    fTotal of lines 3a through e........ 1,829,243
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 6,876,593
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 6,876,593
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 438,316 438,316
    (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 1,390,927
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		417,234
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		973,693
    10 Analysis of line 9:
    a Excess from 2016.... 80,083
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019.... 893,610
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    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).)
    NANCY L MARKS
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    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
    ASPERGERAUTISM NETWORK
    51 WATER STREET SUITE 206
    WATERTOWN,MA02472     		NONE PC MEDICAL RESEARCH 100
    BETH ISRAEL DEACONESS MEDICAL CENTER
    330 BRROKLINE AVE
    BOSTON,MA02215     		NONE PC MEDICAL RESEARCH 139,776
    BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM
    780 ALBANY ST
    BOSTON,MA02118     		NONE PC PUBLIC WELFARE 10,000
    BOSTON JEWISH FILM FESTIVAL
    1001 WATERTOWN STREET 2ND FLOOR
    WEST NEWTON,MA02465     		NONE PC PUBLIC WELFARE 10,000
    BRIGHAM & WOMEN'S HOSPITAL - RESEARCH
    BANK OF AMERICA NA PO BOX 3149
    BOSTON,MA02241     		NONE PC MEDICAL RESEARCH 260,650
    CENTER STREET FOOD PANTRY
    11 HOMER STREET
    NEWTON,MA02459     		NONE PC PUBLIC WELFARE 50
    FOUNDATION OF MASSACHUSETTS EYE AND EAR INFIRMARY
    243 CHARLES STREET
    BOSTON,MA02114     		NONE PC MEDICAL RESEARCH 10,000
    FRAXA RESEARCH FOUNDATION INC
    46 LOVELL ROAD
    WATERTOWN,MA02472     		NONE PC MEDICAL RESEARCH 25,000
    FRIENDS OF PROJECT LITERACY
    123 MAIN STREET
    WATERTOWN,MA02472     		NONE PC PUBLIC WELFARE 50
    HEBREW SENIOR LIFE
    1200 CENTRE ST
    BOSTON,MA02131     		NONE PC PUBLIC WELFARE 10,000
    HOSPICE FOUNDATION OF AMERICA
    1707 L STREET NW SUITE 220
    WASHINGTON,DC20036     		NONE PC MEDICAL RESEARCH 192,500
    INSAR
    400 ADMIRAL BLVD
    KANSAS CITY,MO64106     		NONE PC MEDICAL RESEARCH 10,000
    MAINE MEDICAL CENTER
    1 RIVERFRONT PLAZA WESTBROOK
    WESTBROOK,ME04092     		NONE PC MEDICAL RESEARCH 516,400
    MASSACHUSETTS ADVOCATES FOR CHILDREN
    25 KINGSTON ST 2F
    BOSTON,MA02111     		NONE PC PUBLIC WELFARE 185,000
    MASSACHUSETTS EYE AND EAR INFIRMARY
    BANK OF AMERICA NA PO BOX 412356
    BOSTON,MA02241     		NONE PC MEDICAL RESEARCH 496,100
    MASSACHUSETTS GENERAL HOSPITAL
    MGH DEVELOPMENT OFFICE 125 NASHUA
    STREET SUITE 540
    BOSTON,MA02114     		NONE PC MEDICAL RESEARCH 1,422,500
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    600 MEMORIAL DRIVE
    CAMBRIDGE,MA02139     		NONE PC EDUCATION 200,000
    MERWIN MEMORIAL CLINIC
    542 CAMBRIDGE ST
    ALLSTON,MA02134     		NONE PC PUBLIC WELFARE 120
    MSCPA
    350 SOUTH HUNTINGTON AVENUE
    BOSTON,MA02130     		NONE PC PUBLIC WELFARE 100
    NAMI ROCHESTER
    320 N GOODMAN STREET SUITE 102 103
    ROCHESTER,NY14607     		NONE PC PUBLIC WELFARE 50
    NEW ENGLAND YACHAD
    384 HARVARD ST
    BROOKLINE,MA02446     		NONE PC PUBLIC WELFARE 60,000
    NY STEM CELL FOUNDATION
    619 WEST 54TH STREET3RD FLOOR
    NEW YORK,NY10019     		NONE PC MEDICAL RESEARCH 61,625
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    PO BOX 415649
    BOSTON,MA02241     		NONE PC EDUCATION 668,527
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    PO BOX 415649
    BOSTON,MA02241     		NONE PC EDUCATION 135,300
    THE ARC OF MASSACHUSETTS
    217 SOUTH ST
    WALTHAM,MA02453     		NONE PC PUBLIC WELFARE 50
    THE GREATER BOSTON FOOD BANK
    70 S BAY AVE
    BOSTON,MA02118     		NONE PC PUBLIC WELFARE 25,000
    THOMAS JEFFERSON UNIVERSITY
    125 S 9TH STREET SUITE 600
    PHILADELPHIA,PA19107     		NONE PC EDUCATION 500,000
    UNIVERSITY OF MASSACHUSETTS
    ONE BEACON STREET 31ST FLOOR
    BOSTON,MA02108     		NONE GOV EDUCATION 5,000
    Total .................................bullet 3a 4,943,898
    bApproved for future payment
    HARVARD MEDICAL SCHOOL
    25 SHATTUCK ST
    BOSTON,MA02115     		NONE PC EDUCATION 1,930,463
    HOSPICE FOUNDATION OF AMERICA
    1707 L STREET NW SUITE 220
    WASHINGTON,DC20036     		NONE PC MEDICAL RESEARCH 241,983
    IPSC RESOURCE WITH THE SIMONS FOUNDATION
    160 FIFTH AVENUE 7TH FLOOR
    NEW YORK,NY10010     		NONE PC MEDICAL RESEARCH 150,875
    MASSACHUSETTS ADVOCATES FOR CHILDREN
    25 KINGSTON ST 2F
    BOSTON,MA02111     		NONE PC PUBLIC WELFARE 160,000
    MASSACHUSETTS GENERAL HOSPITAL
    55 FRUIT STREET
    BOSTON,MA02114     		NONE PC MEDICAL RESEARCH 2,655,000
    MIT-CHOI
    77 MASSACHUSETTS AVE
    CAMBRIDGE,MA02136     		NONE PC EDUCATION 100,000
    UMASS-AIRC
    55 LAKE AVENUE NORTH SUITE S3-301
    WORCESTER,MA01655     		NONE GOV EDUCATION 50,000
    Total .................................bullet 3b 5,288,321
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-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 ...........     		900000 727 14 731,417  
    4 Dividends and interest from securities.... 900000 2,787 14 1,140,993  
    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.....     14 898,174  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900000 380,139 18 7,402,527  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME/LOSS FROM K-1S     		900000 -158,688      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 224,965 10,173,111 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    10,398,076
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 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
    ASPERGERAUTISM NETWORK51 WATER STREET SUITE 206
    WATERTOWN,MA02472     		NONE PC MEDICAL RESEARCH 100
    BETH ISRAEL DEACONESS MEDICAL CENTER330 BRROKLINE AVE
    BOSTON,MA02215     		NONE PC MEDICAL RESEARCH 139,776
    BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM780 ALBANY ST
    BOSTON,MA02118     		NONE PC PUBLIC WELFARE 10,000
    BOSTON JEWISH FILM FESTIVAL1001 WATERTOWN STREET 2ND FLOOR
    WEST NEWTON,MA02465     		NONE PC PUBLIC WELFARE 10,000
    BRIGHAM & WOMEN'S HOSPITAL - RESEARCHBANK OF AMERICA NA PO BOX 3149
    BOSTON,MA02241     		NONE PC MEDICAL RESEARCH 260,650
    CENTER STREET FOOD PANTRY11 HOMER STREET
    NEWTON,MA02459     		NONE PC PUBLIC WELFARE 50
    FOUNDATION OF MASSACHUSETTS EYE AND EAR INFIRMARY243 CHARLES STREET
    BOSTON,MA02114     		NONE PC MEDICAL RESEARCH 10,000
    FRAXA RESEARCH FOUNDATION INC46 LOVELL ROAD
    WATERTOWN,MA02472     		NONE PC MEDICAL RESEARCH 25,000
    FRIENDS OF PROJECT LITERACY123 MAIN STREET
    WATERTOWN,MA02472     		NONE PC PUBLIC WELFARE 50
    HEBREW SENIOR LIFE1200 CENTRE ST
    BOSTON,MA02131     		NONE PC PUBLIC WELFARE 10,000
    HOSPICE FOUNDATION OF AMERICA1707 L STREET NW SUITE 220
    WASHINGTON,DC20036     		NONE PC MEDICAL RESEARCH 192,500
    INSAR400 ADMIRAL BLVD
    KANSAS CITY,MO64106     		NONE PC MEDICAL RESEARCH 10,000
    MAINE MEDICAL CENTER1 RIVERFRONT PLAZA WESTBROOK
    WESTBROOK,ME04092     		NONE PC MEDICAL RESEARCH 516,400
    MASSACHUSETTS ADVOCATES FOR CHILDREN25 KINGSTON ST 2F
    BOSTON,MA02111     		NONE PC PUBLIC WELFARE 185,000
    MASSACHUSETTS EYE AND EAR INFIRMARYBANK OF AMERICA NA PO BOX 412356
    BOSTON,MA02241     		NONE PC MEDICAL RESEARCH 496,100
    MASSACHUSETTS GENERAL HOSPITALMGH DEVELOPMENT OFFICE 125 NASHUA
    STREET SUITE 540
    BOSTON,MA02114     		NONE PC MEDICAL RESEARCH 1,422,500
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY600 MEMORIAL DRIVE
    CAMBRIDGE,MA02139     		NONE PC EDUCATION 200,000
    MERWIN MEMORIAL CLINIC542 CAMBRIDGE ST
    ALLSTON,MA02134     		NONE PC PUBLIC WELFARE 120
    MSCPA350 SOUTH HUNTINGTON AVENUE
    BOSTON,MA02130     		NONE PC PUBLIC WELFARE 100
    NAMI ROCHESTER320 N GOODMAN STREET SUITE 102 103
    ROCHESTER,NY14607     		NONE PC PUBLIC WELFARE 50
    NEW ENGLAND YACHAD384 HARVARD ST
    BROOKLINE,MA02446     		NONE PC PUBLIC WELFARE 60,000
    NY STEM CELL FOUNDATION619 WEST 54TH STREET3RD FLOOR
    NEW YORK,NY10019     		NONE PC MEDICAL RESEARCH 61,625
    PRESIDENT AND FELLOWS OF HARVARD COLLEGEPO BOX 415649
    BOSTON,MA02241     		NONE PC EDUCATION 668,527
    PRESIDENT AND FELLOWS OF HARVARD COLLEGEPO BOX 415649
    BOSTON,MA02241     		NONE PC EDUCATION 135,300
    THE ARC OF MASSACHUSETTS217 SOUTH ST
    WALTHAM,MA02453     		NONE PC PUBLIC WELFARE 50
    THE GREATER BOSTON FOOD BANK70 S BAY AVE
    BOSTON,MA02118     		NONE PC PUBLIC WELFARE 25,000
    THOMAS JEFFERSON UNIVERSITY125 S 9TH STREET SUITE 600
    PHILADELPHIA,PA19107     		NONE PC EDUCATION 500,000
    UNIVERSITY OF MASSACHUSETTSONE BEACON STREET 31ST FLOOR
    BOSTON,MA02108     		NONE GOV EDUCATION 5,000
    Total ...............................bullet 3a 4,943,898
    bApproved for future payment
    HARVARD MEDICAL SCHOOL25 SHATTUCK ST
    BOSTON,MA02115     		NONE PC EDUCATION 1,930,463
    HOSPICE FOUNDATION OF AMERICA1707 L STREET NW SUITE 220
    WASHINGTON,DC20036     		NONE PC MEDICAL RESEARCH 241,983
    IPSC RESOURCE WITH THE SIMONS FOUNDATION160 FIFTH AVENUE 7TH FLOOR
    NEW YORK,NY10010     		NONE PC MEDICAL RESEARCH 150,875
    MASSACHUSETTS ADVOCATES FOR CHILDREN25 KINGSTON ST 2F
    BOSTON,MA02111     		NONE PC PUBLIC WELFARE 160,000
    MASSACHUSETTS GENERAL HOSPITAL55 FRUIT STREET
    BOSTON,MA02114     		NONE PC MEDICAL RESEARCH 2,655,000
    MIT-CHOI77 MASSACHUSETTS AVE
    CAMBRIDGE,MA02136     		NONE PC EDUCATION 100,000
    UMASS-AIRC55 LAKE AVENUE NORTH SUITE S3-301
    WORCESTER,MA01655     		NONE GOV EDUCATION 50,000
    Total ................................bullet 3b 5,288,321

    TY 2020 AccountingFeesSchedule
    Name:
    THE NANCY LURIE MARKS FAMILY FOUNDATION
    EIN:
    04-2607232
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DELOITTE TAX LLP 56,048 28,024   28,024

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    THE NANCY LURIE MARKS FAMILY FOUNDATION
    EIN:
    04-2607232
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FURNITURE 1996-06-01 11,953 11,953 200DB 7.000000000000 0 0    
    COMPUTER 1996-06-01 13,214 13,214 200DB 5.000000000000 0 0    
    LEASEHOLD IMPROVEM 1997-06-01 2,436 2,411 200DB 7.000000000000 0 0    
    FURNITURE 1997-06-01 3,559 3,520 200DB 7.000000000000 0 0    
    EQUIPMENT 1997-06-01 5,302 5,302 200DB 5.000000000000 0 0    
    OFFICE EQUIPMENT 1997-09-15 16,741 16,209 200DB 7.000000000000 0 0    
    ARCHITECT 1997-09-15 2,178 2,109 200DB 7.000000000000 0 0    
    LEASEHOLD IMPROVEM 1998-05-01 11,833 11,833 200DB 7.000000000000 0 0    
    LEASEHOLD IMPROVEM 1997-12-01 405 405 200DB 7.000000000000 0 0    
    EQUIPMENT 1998-01-01 9,828 9,828 200DB 5.000000000000 0 0    
    EQUIPMENT 1998-06-01 19,629 19,629 200DB 5.000000000000 0 0    
    EQUIPMENT 1998-09-01 13,773 13,773 200DB 5.000000000000 0 0    
    FURNITURE 1997-12-01 3,471 3,471 200DB 7.000000000000 0 0    
    LEASEHOLD IMPROVEM 1998-03-01 12,182 12,182 200DB 7.000000000000 0 0    
    COMPUTER 1999-04-01 15,821 15,821 200DB 5.000000000000 0 0    
    FURNITURE 1999-04-01 291 291 200DB 7.000000000000 0 0    
    COMPUTER 2000-10-25 2,480 2,399 200DB 5.000000000000 0 0    
    COMPUTER MONITOR 2000-09-29 2,180 2,109 200DB 5.000000000000 0 0    
    COMPUTER EQUIPMENT 2000-02-28 3,468 3,468 200DB 5.000000000000 0 0    
    FURNITURE 2001-08-06 950 950 200DB 7.000000000000 0 0    
    FURNITURE 2001-06-21 1,275 1,275 200DB 7.000000000000 0 0    
    OFFICE EQUIPMENT 2001-04-26 30,048 30,048 200DB 5.000000000000 0 0    
    COMPUTER EQUIPMENT 2001-07-23 10,955 10,955 200DB 5.000000000000 0 0    
    EQUIPMENT 2001-05-21 887 886 200DB 5.000000000000 0 0    
    LCD MONITOR 2002-03-18 719 719 200DB 5.000000000000 0 0    
    EQUIPMENT 2002-05-06 3,452 3,452 200DB 5.000000000000 0 0    
    HARD DRIVE 2002-06-26 245 245 200DB 5.000000000000 0 0    
    FURNITURE 2003-05-01 3,258 3,258 200DB 7.000000000000 0 0    
    LEASEHOLD IMPROV. 2002-11-08 630 629 200DB 7.000000000000 0 0    
    LEASEHOLD IMPROV. 2003-03-14 1,508 1,508 200DB 7.000000000000 0 0    
    COMPUTER EQUIPMENT 2004-05-01 95,520 47,760 200DB 5.000000000000 0 0    
    COMPUTER EQUIPMENT 2005-05-01 42,977 42,977 200DB 5.000000000000 0 0    
    FURNITURE 2006-05-01 208,166 208,165 200DB 7.000000000000 0 0    
    FURNITURE 2007-05-01 31,261 31,261 200DB 7.000000000000 0 0    
    FURNITURE 2008-05-01 23,396 11,698 200DB 7.000000000000 0 0    
    COMPUTER EQUIPMENT 2009-04-01 14,855 7,427 200DB 5.000000000000 0 0    
    FURNITURE 2010-05-01 53,761 26,879 200DB 7.000000000000 0 0    
    FURNITURE 2011-07-01 7,703   200DB 5.000000000000 0 0    
    FURNITURE 2011-11-15 13,219   200DB 5.000000000000 0 0    
    FURNITURE 2013-01-15 14,369 7,184 200DB 5.000000000000 0 0    
    FURNITURE 2014-05-15 10,060 5,030 200DB 5.000000000000 0 0    
    FURNITURE 2015-02-27 6,369 2,776 200DB 5.000000000000 0 0    
    FURNITURE 2016-04-01 8,753 4,124 200DB 5.000000000000 252 0    
    FURNITURE 2017-03-31 1,709 588 200DB 7.000000000000 76 0    
    FURNITURE 2017-05-01 619 213 200DB 7.000000000000 28 0    
    FURNITURE 2017-06-02 1,106 380 200DB 7.000000000000 49 0    
    FURNITURE 2017-08-30 126 43 200DB 7.000000000000 6 0    
    FURNITURE 2017-10-02 2,249 773 200DB 7.000000000000 100 0    
    COMPUTER 2017-01-23 80 28 200DB 7.000000000000 4 0    
    COMPUTER 2017-05-24 2,259 934 200DB 5.000000000000 130 0    
    COMPUTER 2017-06-09 2,991 1,236 200DB 5.000000000000 172 0    
    COMPUTER 2017-07-05 1,639 677 200DB 5.000000000000 94 0    
    COMPUTER 2017-09-26 2,558 1,058 200DB 5.000000000000 147 0    
    COMPUTER 2017-12-05 5,130 1,826 200DB 5.000000000000 295 0    
    FURNITURE 2017-12-30 294 83 200DB 7.000000000000 18 0    
    COMPUTER 2018-01-22 44 15 200DB 5.000000000000 3 0    
    COMPUTER 2018-08-30 422 151 200DB 5.000000000000 24 0    
    FURNITURE 2018-10-01 98 28 200DB 7.000000000000 6 0    
    FURNITURE 2018-11-30 340   200DB 7.000000000000 0 0    
    COMPUTER 2019-04-23 283   200DB 5.000000000000 0 0    
    FURNITURE 2019-05-01 1,499   200DB 7.000000000000 0 0    
    COMPUTER 2019-05-06 7,250   200DB 5.000000000000 0 0    
    EQUIPMENT 2019-05-29 54,027   200DB 5.000000000000 0 0    
    COMPUTER 2019-07-02 3,248   200DB 5.000000000000 0 0    
    COMPUTER 2019-07-08 10,530   200DB 5.000000000000 0 0    
    EQUIPMENT 2019-07-19 42,931   200DB 5.000000000000 0 0    
    FURNITURE 2019-08-01 1,965   200DB 7.000000000000 0 0    
    EQUIPMENT 2019-08-06 14,215   200DB 5.000000000000 0 0    
    FURNITURE 2019-08-30 480   200DB 7.000000000000 0 0    
    COMPUTER 2019-09-25 1,600   200DB 5.000000000000 0 0    
    FURNITURE 2019-10-30 565   200DB 7.000000000000 0 0    
    FURNITURE 2019-11-29 1,200   200DB 7.000000000000 0 0    
    FURNITURE 2020-03-02 18   200DB 7.000000000000 0 0    
    EQUIPMENT 2020-04-22 49   200DB 5.000000000000 0 0    

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE NANCY LURIE MARKS FAMILY FOUNDATION
    EIN:
    04-2607232
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ABRAMS CAPITAL PARTNERS II, L.P. AT COST 541,174 579,123
    ADAGE CAPITAL PARTNERS, L.P. AT COST 9,480,436 13,892,707
    BAUPOST VALUE PARTNERS, L.P. - I AT COST 2,662,107 3,769,448
    BRIGHTSTAR CAPITAL PARTNERS FUND II-A LP AT COST 177,254 206,022
    CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN EUROPE III AT COST 124,980 123,986
    CB OFFSHORE EQUITY FUND IX LP AT COST 277,502 148,962
    CB OFFSHORE EQUITY FUND VIII, LP AT COST 96,073 1,176,533
    CENTER ROCK CAPITAL PARTNERS FUND I-A LP AT COST 828,660 1,077,934
    CHARLES RIVER INSTITUTIONAL FUND II LP AT COST 402,079 263,110
    CHARLES RIVER INSTITUTIONAL FUND III, LP AT COST 101,600 608,500
    CHARLESBANK OFFSHORE EQUITY FUND IX LTD AT COST 860,236 582,320
    CHESTNUT HILL VENTURES, LLC AT COST 11,441 9,539
    DRIVE CAPITAL FUND III TE AT COST 827,989 540,014
    ELEPHANT PARTNERS I LP AT COST 0 2,788,580
    ELEPHANT PARTNERS II-B LP AT COST 508,092 1,174,718
    ELEPHANT PARTNERS III-B LP AT COST 724,832 708,864
    ENCAP ENERGY CAPITAL FUND VI-B, L.P. AT COST 146,214 3,471
    ENERGY CAPITAL PARTNERS II-B, LP AT COST 177,385 60,428
    FIKA VENTURES II AT COST 322,252 588,879
    FORTRESS CREDIT OPPORTUNITIES FUND V (A) LP AT COST 586,513 925,753
    HILLHOUSE FUND IV LP AT COST 1,240,370 2,090,580
    HOLDCO OPPORTUNITIES FUND II, L.P. AT COST 184,342 171,477
    HOLDCO OPPORTUNITIES FUND III, L.P. AT COST 1,270,385 2,099,030
    HOLDCO OPPORTUNITIES FUND L.P. AT COST 508,974 59,633
    INCOME RESEARCH & MANAGEMENT CORE BOND FUND AT COST 12,780,888 13,172,651
    LEERINK REVELATION HEALTHCARE FUND II LP AT COST 254,563 620,463
    LL MORTGAGE FUND LP AT COST 2,634,197 3,077,856
    LL PRIVATE LENDING FUND AT COST 1,833,374 1,873,525
    MARCUS CAPITAL PARTNERS FUND II LP AT COST 617,766 1,022,170
    NAVITAS FUND LP - JVL ADVISORS AT COST 73,026 5,960
    OAKTREE VALUE EQUITY FUND (DELAWARE), L.P. AT COST 1,714,321 2,564,409
    PERMIT CAPITAL MORTGAGE FUND, L.P.- SERIES J AT COST 0 44,574
    QIMING US HEALTHCARE FUND II LP AT COST 1,156,968 1,855,102
    QIMING VENTURE PARTNERS FUND V LP AT COST 504,243 1,279,358
    QIMING VENTURE PARTNERS VI LP AT COST 655,579 1,049,894
    QIMING VENTURE PARTNERS VII LP AT COST 400,563 349,731
    REGENT OPPORTUNITY FUND IV, LLC AT COST 822,224 1,132,092
    REGIMENT CAPITAL SPECIAL SITUATIONS FUND V, L.P. AT COST 310,517 71,646
    RIVA CAPITAL PARTNERS IV LP AT COST 1,003,168 1,581,700
    SILVER LAKE PARTNERS II, LP AT COST 103,195 225
    SILVER LAKE PARTNERS III, LP AT COST 325,399 53,770
    SL SPV-1 FEEDER I L.P AT COST 4,629 100,005
    SL SPV-2 LP AT COST 162 97,640
    SUMMIT PARTNERS PRIVATE EQUITY FUND VII-B, L.P. AT COST 50,682 139,333
    TCG 2.0 - B AT COST 1,410,550 2,171,924
    TELEGRAPH HILL PARTNERS II, L.P. AT COST 266,636 0
    TELEGRAPH HILL PARTNERS III, L.P. AT COST 0 969,837
    THE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY TRUST AT COST 7,947,601 7,403,284
    TINICUM TAX EXEMPT LP AT COST 1,297,704 1,396,632
    TPG OPPORTUNITIES PARTNERS II (B), L.P. AT COST 67,991 22,820
    TWO SIGMA INTERNATIONAL CORE FUND LP AT COST 7,252,194 7,808,401
    UNDERSCORE VC FUND II LP AT COST 535,591 637,026
    US RESEARCH EQUITY EXTENDED FUND, L.P. AT COST 0 5,076,145
    XFUND 2, LP AT COST 478,862 941,916
    XFUND 3, LP AT COST 63,457 51,462
    YORKTOWN ENERGY PARTNERS XI LP AT COST 456,835 834,863
    YORKTOWN ENERGY PARTNERS XII LP AT COST 661,689 526,980
    ADDITION TWO LP AT COST 656,250 340,003
    CA RESOURCES FUND (U.S. TAX-EXEMPT), L.P. - SERIES BAIN X AT COST 7,105 156,979
    BRAZOS EQUITY FUND III, LP AT COST 4,627 51,132
    BROOKSIDE CAPITAL PARTNERS FUND, L.P. AT COST 47,832 210,439
    CB OFFSHORE EQUITY FUND X LP-OVERAGE AT COST 38,546 38,546
    CHARLESBANK OFFSHORE EQUITY FUND X LTD AT COST 185,743 185,743
    DEFINE VENTURES FUND II LP AT COST 112,500 104,259
    ELEPHANT PARTNERS IV-B LP AT COST 50,000 50,000
    FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (A) LP AT COST 186,833 201,087
    QIMING US HEALTHCARE FUND III LP AT COST 50,000 50,000
    REVELATION HEALTHCARE FUND III LP AT COST 17,458 29,308
    (WELLINGTON) INTERNATIONAL RESEARCH EQUITY EXTENDED FUND AT COST 4,748,721 6,306,389
    VENROCK ASSOCIATES V, L.P. AT COST 0 960,902
    ADDITION ONE LP AT COST 687,701 1,441,785
    BC VIII PRIVATE INVESTORS, LLC AT COST 151,534 628
    BC VIII-E PRIVATE INVESTORS, L.P. AT COST 151,318 854
    BAIN CAPITAL FUND IX, L.P. AT COST 417,393 6,789
    BERKSHIRE FUND VII, L.P. AT COST 0 53,541
    BERKSHIRE FUND IX-A (IND), L.P. AT COST 924,054 1,320,509
    BERKSHIRE FUND VIII (IND), L.P. AT COST 0 1,033,558
    BRAZOS EQUITY FUND II, LP AT COST 196,544 7,900
    CHARLESBANK EQUITY COINVESTMENT FUND VI, LP AT COST 350,493 16,217
    DENHAM COMMODITY PARTNERS FUND V LP AT COST 0 59,848
    DENHAM IV CONTINUATION FUND LP AT COST 291,094 65,682
    ETON PARK AT COST 394,176 50
    FORTRESS CREDIT OPPORTUNITIES FUND IV(A) LP AT COST 595,523 826,359
    GLENDON OPPORTUNITIES FUND LP AT COST 451,453 891,199
    NALANDA INDIA FUND LIMITED AT COST 265,982 2,445,972
    RESOURCE CAPITAL FUND IV L.P. AT COST 140,305 51,549
    RHO VENTURES V, LP AT COST 82,705 135,628
    RIVA CAPITAL PARTNERS III, LP AT COST 0 394,494
    TCG 3.0-B LP AT COST 106,577 100,671
    TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI L.P. AT COST 897,202 2,287,860
    TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII, LP AT COST 825,385 1,696,554
    TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XIV, LP AT COST 999,999 1,126,938
    TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XV FEEDER, LP AT COST 247,500 247,500
    TPG OPPORTUNITIES PARTNERS III (B), L.P. AT COST 426,468 690,138
    TRG FORESTRY FUND 8-B LP AT COST 36,431 5,906
    VENROCK ASSOCIATES IV, LP AT COST 271,217 109,861
    VENROCK ASSOCIATES VI, LP AT COST 0 2,964,824
    WLR RECOVERY FUND IV, L.P. AT COST 93,970 7,025
    GOLDMAN SACHS AT COST 34,869 35,297
    COMMON STOCK/TUKMAN/WEATHERBIE AT COST 100 130,385
    ISHARES CORE MSCI EMERGING MKTS ETF AT COST 171,767 177,364
    STONE RIDGE REINSURANCE RISK PREMIUM FUND AT COST 96,069 87,781
    TOUCHSTONE SANDS CAPITAL EMERGING MKTS GRO FUND AT COST 1,750,347 1,699,431
    AVORO LIFE SCIENCES OFFSHORE FUND AT COST 2,000,000 2,000,000
    COATUE OFFSHORE FUND LTD AT COST 2,200,000 3,980,893
    DOVER STREET AT COST 0 126,406
    GOF II FEEDER A AT COST 812,500 1,163,325
    HILDENE OPPORTUNITIES OFFSHORE FUND LTD CLASS F AT COST 1,784,773 2,635,605
    LUXOR CAPITAL PARTNERS OFFSHORE FD AT COST 244,151 174,726
    MOON CAPITAL GLOBAL EQUITY OFFSHORE FUND LTD AT COST 69,840 10,164
    NEW VERNON INDIA (CAYMAN) FUND II LP AT COST 440,071 25,408
    PATRON CAPITAL III AT COST 409,634 27,216
    RA CAPITAL HEALTHCARE INTL FUND LP AT COST 1,796,490 2,219,049
    RA CAPITAL NEXUS INTL FUND II LP AT COST 1,062,500 633,969
    RA CAPITAL NEXUS INTL FUND LP AT COST 867,614 1,990,599
    SANKATY CREDIT OPPORTUNITIES IV LP (OFFSHORE) AT COST 302,709 12,212
    THE KINGSWAY - FRONTIER CONSUMER FUND AT COST 1,200,000 1,600,801
    THE RAPTOR PRIVATE HOLDINGS LTD AT COST 423,151 1,849
    TWO SIGMA ATIVE EXTENSION US ALL CAP EQUITY CAYMAN FUND LTD AT COST 2,000,000 6,697,835
    YIHENG CAPITAL OFFSHORE FUND AT COST 2,200,000 2,485,919
    HIMALAYA CAPITAL INVESTORS OFFSHORE FD AT COST 2,000,000 2,840,533
    CHESTNUT HEDGE FUND LLC AT COST 7,822,803 8,481,228

    TY 2020 LandEtcSchedule2
    Name:
    THE NANCY LURIE MARKS FAMILY FOUNDATION
    EIN:
    04-2607232
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE 11,953 11,953 0 0
    COMPUTER 13,214 13,214 0 0
    LEASEHOLD IMPROVEM 2,436 2,411 25 25
    FURNITURE 3,559 3,520 39 39
    EQUIPMENT 5,302 5,302 0 0
    OFFICE EQUIPMENT 16,741 16,209 532 532
    ARCHITECT 2,178 2,109 69 69
    LEASEHOLD IMPROVEM 11,833 11,833 0 0
    LEASEHOLD IMPROVEM 405 405 0 0
    EQUIPMENT 9,828 9,828 0 0
    EQUIPMENT 19,629 19,629 0 0
    EQUIPMENT 13,773 13,773 0 0
    FURNITURE 3,471 3,471 0 0
    LEASEHOLD IMPROVEM 12,182 12,182 0 0
    COMPUTER 15,821 15,821 0 0
    FURNITURE 291 291 0 0
    COMPUTER 2,480 2,399 81 81
    COMPUTER MONITOR 2,180 2,109 71 71
    COMPUTER EQUIPMENT 3,468 3,468 0 0
    FURNITURE 950 950 0 0
    FURNITURE 1,275 1,275 0 0
    OFFICE EQUIPMENT 30,048 30,048 0 0
    COMPUTER EQUIPMENT 10,955 10,955 0 0
    EQUIPMENT 887 886 1 1
    LCD MONITOR 719 719 0 0
    EQUIPMENT 3,452 3,452 0 0
    HARD DRIVE 245 245 0 0
    FURNITURE 3,258 3,258 0 0
    LEASEHOLD IMPROV. 630 629 1 1
    LEASEHOLD IMPROV. 1,508 1,508 0 0
    COMPUTER EQUIPMENT 95,520 95,520 0 0
    COMPUTER EQUIPMENT 42,977 42,977 0 0
    FURNITURE 208,166 208,165 1 1
    FURNITURE 31,261 31,261 0 0
    FURNITURE 23,396 23,396 0 0
    COMPUTER EQUIPMENT 14,855 14,855 0 0
    FURNITURE 53,761 53,760 1 1
    FURNITURE 7,703 7,703 0 0
    FURNITURE 13,219 13,219 0 0
    FURNITURE 14,369 14,369 0 0
    FURNITURE 10,060 10,060 0 0
    FURNITURE 6,369 5,961 408 408
    FURNITURE 8,753 8,752 1 1
    FURNITURE 1,709 1,518 191 191
    FURNITURE 619 550 69 69
    FURNITURE 1,106 982 124 124
    FURNITURE 126 112 14 14
    FURNITURE 2,249 1,998 251 251
    COMPUTER 80 72 8 8
    COMPUTER 2,259 2,194 65 65
    COMPUTER 2,991 2,904 87 87
    COMPUTER 1,639 1,590 49 49
    COMPUTER 2,558 2,484 74 74
    COMPUTER 5,130 4,686 444 444
    FURNITURE 294 248 46 46
    COMPUTER 44 40 4 4
    COMPUTER 422 386 36 36
    FURNITURE 98 83 15 15
    FURNITURE 340 340 0 0
    COMPUTER 283 283 0 0
    FURNITURE 1,499 1,499 0 0
    COMPUTER 7,250 7,250 0 0
    EQUIPMENT 54,027 54,027 0 0
    COMPUTER 3,248 3,248 0 0
    COMPUTER 10,530 10,530 0 0
    EQUIPMENT 42,931 42,931 0 0
    FURNITURE 1,965 1,965 0 0
    EQUIPMENT 14,215 14,215 0 0
    FURNITURE 480 480 0 0
    COMPUTER 1,600 1,600 0 0
    FURNITURE 565 565 0 0
    FURNITURE 1,200 1,200 0 0
    FURNITURE 18 18 0 0
    EQUIPMENT 49 49 0 0


    TY 2020 LegalFeesSchedule
    Name:
    THE NANCY LURIE MARKS FAMILY FOUNDATION
    EIN:
    04-2607232
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GOULSTON & STORRS 172,989 0   172,989


    TY 2020 OtherAssetsSchedule
    Name:
    THE NANCY LURIE MARKS FAMILY FOUNDATION
    EIN:
    04-2607232
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PROGRAM RELATED INVESTMENT - STEMINA BIOMARKER DISCOVERY, INC. 5,630,000 5,630,000 0


    TY 2020 OtherDecreasesSchedule
    Name:
    THE NANCY LURIE MARKS FAMILY FOUNDATION
    EIN:
    04-2607232
    Description Amount
    OTHER ADJUSTMENT 459,230


    TY 2020 OtherExpensesSchedule
    Name:
    THE NANCY LURIE MARKS FAMILY FOUNDATION
    EIN:
    04-2607232
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING 175,983 0   175,983
    BOOKS & SUBSCRIPTIONS 4,209 0   4,209
    MAIL 344 0   344
    OFFICE EXPENSES 16,991 0   16,991
    PROGRAM DEVELOPMENT 970 0   970
    UTILITIES 19,236 0   19,236
    INSURANCE 17,440 0   17,440
    PROFESSIONAL DEVELOPMENT 12 0   12


    TY 2020 OtherIncomeSchedule2
    Name:
    THE NANCY LURIE MARKS FAMILY FOUNDATION
    EIN:
    04-2607232
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CHESTNUT HEDGE FUND -20 -19 -20
    OTHER INCOME FROM K-1S 898,194 898,193 898,194
    OTHER INCOME/LOSS FROM K-1S -158,688   -158,688


    TY 2020 OtherIncreasesSchedule
    Name:
    THE NANCY LURIE MARKS FAMILY FOUNDATION
    EIN:
    04-2607232
    Description Amount
    RETURNED CONTRIBUTION 316,696
    REFUND OF TAXES 34,008


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE NANCY LURIE MARKS FAMILY FOUNDATION
    EIN:
    04-2607232
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CHESTNUT HEDGE FUND 98,618 94,407   0
    FROM K-1S 1,269,305 1,202,386   0
    CAMBRIDGE ASSOCIATES LLC 310,485 310,485   0


    TY 2020 TaxesSchedule
    Name:
    THE NANCY LURIE MARKS FAMILY FOUNDATION
    EIN:
    04-2607232
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 83,258 83,160   0
    FEDERAL INCOME TAXES 200,000 0   0
    MA PC FEE 500 0   500
    OTHER TAXES 4,949 0   4,949