Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
MUSSAFER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)29 COMMONWEALTH AVENUE UNIT PH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02116
A Employer identification number

38-7216877
B Telephone number (see instructions)

(617) 742-6720
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$69,832,024J 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) 25,057,680
2 Check bullet.............
3 Interest on savings and temporary cash investments 23,575 23,575  
4 Dividends and interest from securities... 715,911 715,911  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 14,716,198
b Gross sales price for all assets on line 6a 31,063,766
7 Capital gain net income (from Part IV, line 2)... 14,716,198
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 1,513 1,513  
12 Total. Add lines 1 through 11........ 40,514,877 15,457,197  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 12,444 12,444   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 37,089 37,089   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 223,793 223,793   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 273,326 273,326   0
25 Contributions, gifts, grants paid....... 2,193,000 2,193,000
26 Total expenses and disbursements. Add lines 24 and 25 2,466,326 273,326   2,193,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 38,048,551
b Net investment income (if negative, enter -0-) 15,183,871
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,844,813 5,465,862 5,465,862
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.......... 4,199    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 24,666,088 Click to see attachment51,765,394 61,685,289
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).......... 1,217,304 Click to see attachment2,680,873 2,680,873
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 27,732,404 59,912,129 69,832,024
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 27,732,404 59,912,129
29 Total net assets or fund balances (see instructions)..... 27,732,404 59,912,129
30 Total liabilities and net assets/fund balances (see instructions). 27,732,404 59,912,129
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
27,732,404
2
Enter amount from Part I, line 27a .....................
2
38,048,551
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
10,759
4
Add lines 1, 2, and 3 ..........................
4
65,791,714
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5,879,585
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
59,912,129
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c PUBLICLY TRADED SECURITIES P    
d PUBLICLY TRADED SECURITIES P    
e PUBLICLY TRADED SECURITIES P    
APGPE IX-B CAY PN AIV CAYMAN LP P 2021-09-30 2021-12-31
ADVENT PARTNERS GPE IX-B CAYMAN P 2021-01-01 2021-07-01
ADVENT PARTNERS GPE IX-B CAYMAN P 2020-01-01 2021-12-31
ADVENT PARTERS AGT CAYMAN LP P 2020-01-01 2021-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 25,856,776   11,246,619 14,610,157
b 4,393,674   4,613,479 -219,805
c 163,056   190,671 -27,615
d 294,284   284,162 10,122
e 35,518   12,480 23,038
76     76
    157 -157
307,249     307,249
7,220     7,220
5,913     5,913
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       14,610,157
b       -219,805
c       -27,615
d       10,122
e       23,038
      76
      -157
      307,249
      7,220
      5,913
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 14,716,198
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 211,056
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- ..... 5 211,056
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 22,763
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 275,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 297,763
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 21
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 86,686
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet86,686 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDAVID M MUSSAFER Telephone no.bullet (617) 951-9469

    Located atbullet29 COMMONWEALTH AVENUE UNIT PHBOSTONMA ZIP+4bullet02116
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DAVID M MUSSAFER TRUSTEE
    4.00     		0 0 0
    29 COMMONWEALTH AVENUE UNIT PH
    BOSTON,MA02116
    MARION M MUSSAFER TRUSTEE
    4.00     		0 0 0
    29 COMMONWEALTH AVENUE UNIT PH
    BOSTON,MA02116
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    32,263,400
    b
    Average of monthly cash balances.......................
    1b
    12,406,684
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    44,670,084
    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
    44,670,084
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    670,051
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    44,000,033
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,200,002
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    2,200,002
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    211,056
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    211,056
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,988,946
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,988,946
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    1,988,946
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,988,946
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,625,504
    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: bullet$ 2,193,000
    a Applied to 2020, but not more than line 2a 1,625,504
    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..... 567,496
    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 ..........     		1,421,450
    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....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    DAVID M MUSSAFER
    MARION M MUSSAFER
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    TULANE UNIVERSITY
    6823 ST CHARLES AVE
    NEW ORLEANS,LA70118     		NONE PUBLIC CHARITY OPERATIONS 1,000,000
    BOYS AND GIRLS CLUBS OF BOSTON
    200 HIGH STREET 3RD FL
    BOSTON,MA02110     		NONE PUBLIC CHARITY OPERATIONS 25,000
    CATHOLIC SCHOOLS FOUNDATION
    67 BATTERYMARCH ST 6TH FL
    BOSTON,MA02110     		NONE PUBLIC CHARITY OPERATIONS 10,000
    CITY YEAR
    287 COLUMBUS AVE
    BOSTON,MA02116     		NONE PUBLIC CHARITY OPERATIONS 10,000
    CITY YEAR - 25TH ANNIVERSARY
    287 COLUMBUS AVE
    BOSTON,MA02116     		NONE PUBLIC CHARITY OPERATIONS 500,000
    ASPCA
    520 8TH AVE 7TH FLOOR
    NEW YORK,NY10018     		NONE PUBLIC CHARITY OPERATIONS 1,000
    COREY C GRIFFIN FOUNDATION
    67 WEST STREET
    MEDFIELD,MA02052     		NONE PUBLIC CHARITY OPERATIONS 80,000
    BRIDGING TECH CHARITABLE FUND
    205 DE ANZA BLVD 53
    SAN MATEO,CA94402     		NONE PUBLIC CHARITY OPERATIONS 2,000
    JACKSON HOLE LAND TRUST
    690 S HWY 89 SUITE 101
    JACKSON,WY83001     		NONE PUBLIC CHARITY OPERATIONS 50,000
    MA WONDERFUL INC
    600 WASHINGTON STREET FLR 6
    BOSTON,MA02111     		NONE PUBLIC CHARITY OPERATIONS 50,000
    MORE THAN WORDS
    56 FELTON ST
    WALTHAM,MA02453     		NONE PUBLIC CHARITY OPERATIONS 2,500
    PERKINS SCHOOL FOR THE BLIND
    175 NORTH BEACON ST
    WATERTOWN,MA02472     		NONE PUBLIC CHARITY OPERATIONS 5,000
    REACH OUT AND READ
    89 SOUTH STREET SUITE 201
    BOSTON,MA02111     		NONE PUBLIC CHARITY OPERATIONS 5,000
    COOL EARTH ACTION USA
    ONE HANSON PLACE 17D
    BROOKLYN,NY11243     		NONE PUBLIC CHARITY OPERATIONS 4,000
    STEPPINGSTONE FOUNDATION
    ONE APPLETON ST
    BOSTON,MA02116     		NONE PUBLIC CHARITY OPERATIONS 40,000
    COURAGEOUS PARENT NETWORK
    21 ROCHESTER ROAD
    NEWTON,MA02458     		NONE PUBLIC CHARITY OPERATIONS 5,000
    YEAR UP
    45 MILK STREET 9TH FL
    BOSTON,MA02109     		NONE PUBLIC CHARITY OPERATIONS 100,000
    DOUG COOMBS FOUNDATION
    PO BOX 7665
    JACKSON,WY83002     		NONE PUBLIC CHARITY OPERATIONS 2,500
    DUKE UNIVERSITY - ANNUAL FUND
    PO BOX 90581
    DURHAM,NC27708     		NONE PUBLIC CHARITY OPERATIONS 100,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE STREET
    MONTGOMERY,AL36104     		NONE PUBLIC CHARITY OPERATIONS 5,000
    FRIENDS OF THE PUBLIC GARDEN
    69 BEACON ST
    BOSTON,MA02108     		NONE PUBLIC CHARITY OPERATIONS 10,000
    GATES PHILANTHROPY PARTNERS
    PO BOX 60555
    CITY OF INDUSTRY,CA91716     		NONE PUBLIC CHARITY OPERATIONS 3,000
    GIRLS ON THE RUN GREATER BOSTON
    89 SOUTH STREET SUITE LL00
    BOSTON,MA02111     		NONE PUBLIC CHARITY OPERATIONS 5,000
    HALEY HOUSE
    23 DARTMOUTH ST
    BOSTON,MA02116     		NONE PUBLIC CHARITY OPERATIONS 3,000
    LITTLE COMPTON HISTORICAL SOCIETY
    PO BOX 577
    LITTLE COMPTON,RI02837     		NONE PUBLIC CHARITY OPERATIONS 1,000
    MCRAE WILLIAMS CHARITABLE FOUNDATION
    114 MERRIAM ST
    WESTON,MA02493     		NONE PUBLIC CHARITY OPERATIONS 1,000
    MUSEUM OF FINE ARTS
    465 HUNTINGTON AVE
    BOSTON,MA02115     		NONE PUBLIC CHARITY OPERATIONS 12,000
    NEW ENGLAND AQUARIUM
    1 CENTRAL WHARF
    BOSTON,MA02110     		NONE PUBLIC CHARITY OPERATIONS 15,000
    NOW AND THERE INC
    186 SOUTH STREET SUITE 302
    BOSTON,MA02111     		NONE PUBLIC CHARITY OPERATIONS 2,000
    PROJECT HEAL
    PO BOX 160185
    BROOKLYN,NY11216     		NONE PUBLIC CHARITY OPERATIONS 3,500
    SANDY HOOK PROMISE
    PO BOX 3489
    NEWTOWN,CT06470     		NONE PUBLIC CHARITY OPERATIONS 2,500
    ST JUDE CHILDREN'S RESEARCH
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		NONE PUBLIC CHARITY OPERATIONS 3,000
    TULANE - DISCRETIONARY
    6823 ST CHARLES AVE
    NEW ORLEANS,LA70118     		NONE PUBLIC CHARITY OPERATIONS 100,000
    UNITED WAY OF MASSACHUSETTS BAY
    PO BOX 412866
    BOSTON,MA02241     		NONE PUBLIC CHARITY OPERATIONS 25,000
    YOUTH INC
    535 8TH AVE SUITE 1400
    NEW YORK,NY10018     		NONE PUBLIC CHARITY OPERATIONS 10,000
    Total .................................bullet 3a 2,193,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 23,575  
    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 ............     		    14 14,716,198  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 15,457,197 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    15,457,197
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    MUSSAFER FAMILY FOUNDATION
     
    Employer identification number

    38-7216877
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    MUSSAFER FAMILY FOUNDATION
          		Employer identification number
    38-7216877
    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
    DAVID & MARION MUSSAFER
     
    29 COMMONWEALTH AVENUE UNIT PH
     
    BOSTON, MA02116

    		$ 24,980,573


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    DAVID & MARION MUSSAFER
     
    29 COMMONWEALTH AVENUE UNIT PH
     
    BOSTON, MA02116

    		$ 77,107


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    MUSSAFER FAMILY FOUNDATION
          		Employer identification number

    38-7216877
    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
    		 2366 SHARES ABBOTT LABORATORIES $ 328,851 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 663 SHARES ACCENTURE PLC IRELAND CL A $ 267,646 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 590 SHARES ADOBE INC $ 332,748 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1045 SHARES AIRBNB INC CL A $ 176,908 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 171 SHARES ALIGN TECHNOLOGY $ 110,447 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 81 SHARES ALPHABET INC CL A $ 237,192 2021-12-22
    Schedule B (Form 990) (2021)
    Name of organization
    MUSSAFER FAMILY FOUNDATION
          		Employer identification number

    38-7216877
    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
    		 290 SHARES ALPHABET INC CL C $ 851,023 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 236 SHARES AMAZON.COM $ 807,295 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 410 SHARES AMERICAN TOWER CORP $ 115,313 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 2260 SHARES APPLE INC $ 396,946 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 717 SHARES AUTODESK INC $ 202,631 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 5100 SHARES BANK OF AMERICA CORP $ 225,828 2021-12-22
    Schedule B (Form 990) (2021)
    Name of organization
    MUSSAFER FAMILY FOUNDATION
          		Employer identification number

    38-7216877
    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
    		 1470 SHARES BAXTER INTL INC $ 125,420 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 280 SHARES BLACKROCK INC $ 255,231 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1500 SHARES BRISTOL MYERS SQUIBB $ 93,150 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1320 SHARES CHEVRON CORP $ 153,292 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 2600 SHARES COMCAST CORP $ 127,478 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 360 SHARES COSTCO WHOLESALE $ 197,881 2021-12-22
    Schedule B (Form 990) (2021)
    Name of organization
    MUSSAFER FAMILY FOUNDATION
          		Employer identification number

    38-7216877
    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
    		 590 SHARES FIDELITY NTL INFORMATION $ 64,900 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 545 SHARES GARTNER INC $ 176,940 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 655 SHARES HOME DEPOT INC $ 259,144 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 790 SHARES HONEYWELL INTL INC $ 159,454 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 288 SHARES ILLUMINA INC $ 109,094 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 378 SHARES INTUITIVE SURGICAL INC $ 136,915 2021-12-22
    Schedule B (Form 990) (2021)
    Name of organization
    MUSSAFER FAMILY FOUNDATION
          		Employer identification number

    38-7216877
    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
    		 690 SHARES ISHARES BIOTECHNOLOGY ETF $ 106,094 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 675 SHARES ISHARES CORE MSCI EMERGING $ 40,257 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 975 SHARES JOHNSON & JOHNSON $ 163,732 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1400 SHARES JPMORGAN CHASE & CO $ 219,380 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 315 SHARES LOCKHEED MARTIN CORP $ 108,089 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 838 SHARES MASTERCARD INC CL A $ 299,568 2021-12-22
    Schedule B (Form 990) (2021)
    Name of organization
    MUSSAFER FAMILY FOUNDATION
          		Employer identification number

    38-7216877
    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
    		 830 SHARES MCDONALDS CORP $ 219,900 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1625 SHARES MERCK & CO INC $ 123,760 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1709 SHARES META PLATFORMS INC CL A $ 564,739 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1917 SHARES MICROSOFT CORP $ 638,744 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 154 SHARES MSCI INC COM $ 93,044 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 284 SHARES NETFLIX INC $ 174,444 2021-12-22
    Schedule B (Form 990) (2021)
    Name of organization
    MUSSAFER FAMILY FOUNDATION
          		Employer identification number

    38-7216877
    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
    		 1560 SHARES NEXTERA ENERGY INC $ 141,648 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 808 SHARES NIKE INC B $ 133,676 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 2220 SHARES ORACLE CORP $ 199,489 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 160 SHARES PALO ALTO NETWORKS $ 88,762 2021-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1699 SHARES PAYPAL HLDGS INC $ 325,664 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1050 SHARES PEPSICO INC $ 178,469 2021-12-22
    Schedule B (Form 990) (2021)
    Name of organization
    MUSSAFER FAMILY FOUNDATION
          		Employer identification number

    38-7216877
    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
    		 465 SHARES QUALCOMM INC $ 84,342 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1597 SHARES SALESFORCE.COM $ 403,722 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 347 SHARES SERVICENOW INC $ 223,444 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 37884 SHARES SMEAD VALUE FUND CLASS I1 $ 2,586,341 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 880 SHARES SOUTHERN CO $ 58,652 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 21000 SHARES SPDR S&P 500 ETF TR UNIT $ 9,882,600 2021-12-22
    Schedule B (Form 990) (2021)
    Name of organization
    MUSSAFER FAMILY FOUNDATION
          		Employer identification number

    38-7216877
    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
    		 2307 SHARES STARBUCKS CORP $ 257,784 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 340 SHARES STRYKER CORP $ 89,777  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 750 SHARES TARGET CORP $ 163,305 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 430 SHARES THERMO FISHER SCIENTIFIC $ 280,231 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 889 SHARES UNITEDHEALTH GP $ 439,282 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1743 SHARES VISA INC $ 379,904 2021-12-22
    Schedule B (Form 990) (2021)
    Name of organization
    MUSSAFER FAMILY FOUNDATION
          		Employer identification number

    38-7216877
    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
    		 900 SHARES WALT DISNEY CO HLDG $ 136,692 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1090 SHARES ZOETIS INC CL A $ 263,311 2021-12-22
    (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)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    MUSSAFER FAMILY FOUNDATION
          		Employer identification number

    38-7216877
    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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    MUSSAFER FAMILY FOUNDATION
    EIN:
    38-7216877
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL & ACCOUNTING 12,444 12,444   0

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    MUSSAFER FAMILY FOUNDATION
    EIN:
    38-7216877
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 647,200 711,721
    ACCENTURE PLC IRELAND CL A 267,646 274,847
    ADOBE INC 332,748 334,565
    ADVANCED MICRO DEVICES INC COM 385,977 532,286
    AIRBNB INC CL A 176,908 173,982
    ALCOA CORP COM 631,698 806,534
    ALIGN TECHNOLOGY 110,447 112,378
    ALPHABET INC CL A 721,678 738,745
    ALPHABET INC CL C 464,359 457,187
    AMAZON COM INC 323,487 323,431
    AMAZON.COM 948,416 930,281
    AMERICAN TOWER CORP 194,783 209,138
    AMERICAN TOWER CORP 220,734 245,408
    AMPHENOL CORP NEW CL A 234,230 298,151
    APPLE INC 540,385 592,196
    APTIV PLC 218,728 245,940
    ASML HLDG N V N Y REGISTRY SHS NEW 2012 395,154 477,684
    AUTODESK INC 202,631 201,613
    AUTOMATIC DATA PROCESSING INC 199,137 244,607
    BANK OF AMERICA CORP 349,684 361,481
    BAXTER INTL INC 227,099 233,485
    BLACKROCK INC 377,551 384,535
    BRISTOL MYERS SQUIBB 204,369 199,520
    CARNIVAL CORP PAIRED CTF 1 COM CARNIVAL CORP & 1 TR SH BEN 401,855 290,915
    CDW CORPORATION 227,844 266,828
    CHARLES SCHWAB NEW 290,009 339,428
    CHEVRON CORP 270,746 286,921
    CITIZENS FINL GROUP INC COM 406,144 379,937
    COMCAST CORP 237,708 226,485
    CONSTELLATION BRANDS INC CL 100,994 117,454
    COSTCO WHOLESALE 317,606 374,682
    CUMMINS INC 233,094 280,273
    DEVON ENERGY CORP NEW COM 767,736 1,071,340
    DIAMONDBACK ENERGY INC COM 409,272 401,310
    DOCUSIGN INC 28,986 28,330
    EAGLE MATERIALS INC COM 402,794 464,257
    EXCHANGE TRADED CONCEPTS TR BITWISE CRYPTO IND 54,870 47,777
    FIDELITY NTL INFORMATION 148,223 127,706
    FIFTH THIRD BANCORP COM 402,727 420,083
    FREEPORT-MCMORAN INC CL B 326,795 325,786
    GARTNER INC 176,940 182,204
    HOME DEPOT INC 404,380 458,586
    HONEYWELL INTL INC 256,866 254,382
    ILLUMINA INC 109,094 109,567
    INTERNATIONAL FLAVORS&FRAGRANC 115,603 122,027
    INTUITIVE SURGICAL INC 136,915 135,815
    IQVIA HOLDINGS INC 286,966 339,132
    ISHARES BIOTECHNOLOGY ETF 176,023 173,987
    ISHARES CORE MSCI EMERGING 117,481 112,241
    ISHARES CORE S&P SMALL CAP E 96,980 100,196
    ISHARES S&P MID-CAP 400 G ETF 236,058 251,517
    ISHARES S&P MID-CAP 400 V ETF 247,642 257,331
    JOHNSON & JOHNSON 291,575 295,096
    JPMORGAN CHASE & CO 367,136 368,956
    LIVE NATION ENTMT INC COM 393,450 516,103
    LOCKHEED MARTIN CORP 214,066 211,469
    MARA THON PETE CORP COM 397,890 440,955
    MARTIN MARIETTA MATLS INC COM 399,896 478,405
    MASTERCARD INC CL A 731,682 734,091
    MCDONALDS CORP 351,162 372,617
    MERCK & CO INC 240,758 243,332
    META PLATFORMS INC 324,102 329,623
    META PLATFORMS INC CL A 615,883 625,275
    MGM RESORTS INTL COM 397,635 425,821
    MICROSOFT CORP 1,148,818 1,306,267
    MONGODB INC CL A 414,030 635,220
    MSCI INC COM 93,044 94,354
    NETFLIX INC 174,444 171,093
    NEXTERA ENERGY INC 234,716 262,342
    NIKE INC B 439,930 478,010
    NOVO NORDISK AS. ADR FORMERLY NOVO INDUSTRIE A.S. ADR 263,548 292,544
    NVIDIA CORP COM 409,505 747,039
    OLD DOMINION FREIGHT LINE INC COM 459,526 526,102
    ORACLE CORP 278,753 278,636
    PALO ALTO NETWORKS 133,080 158,677
    PAYPAL HLDGS INC 486,798 447,689
    PEPSICO INC 296,398 318,758
    PIONEER NAT RES CO COM 397,208 440,150
    QUALCOMM INC 179,773 213,044
    RED ROCK RESORTS INC CL A 402,014 578,375
    SALESFORCE.COM 533,570 537,993
    SERVICENOW INC 223,444 225,241
    SIGNATURE BK NEW YORK NY COM 415,594 412,101
    SMEAD VALUE FUND CLASS L1 2,586,341 2,622,330
    SOUTHERN CO 129,095 135,788
    SPDR S&P 500 ETF TR UNIT 16,794,596 23,309,612
    STARBUCKS CORP 354,414 369,274
    STERICYCLE INC 209,081 167,648
    STRYKER CORP 166,359 171,149
    SVB FINL GROUP COM 406,707 469,342
    TARGET CORP 293,945 304,341
    TESLA INC COM 359,591 529,447
    THERMO FISHER SCIENTIFIC 372,038 413,689
    TJX COS INC NEW 202,188 219,029
    UNITEDHEALTH GP 207,040 210,397
    VERISK ANALYTICS INC COM 124,735 163,771
    VISA INC 550,040 540,258
    VISA INC 415,484 631,276
    ZOETIS INC CL A 263,311 265,993
    UNITEDHEALTH GROUP 351,511 381,626
    WALT DISNEY CO HLDG 256,524 247,824
    ZOETIS INC CLASS-A 249,566 330,905

    TY 2021 InvestmentsOtherSchedule2
    Name:
    MUSSAFER FAMILY FOUNDATION
    EIN:
    38-7216877
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ADVENT PARTNERS GPE IX-B CAYMAN,, LP FMV 1,721,642 1,721,642
    ADVENT PARTNERS AGT CAYMAN, LP FMV 885,617 885,617
    ADVENT PARTNERS AGT CI AIV SCS FMV 27,626 27,626
    ADVENT PARTNERS GPE IX-B CI AIV SCS FMV 35,272 35,272
    ADVENT PARTNERS IX-B CAY PN AIV CAYMAN LP FMV 10,716 10,716

    TY 2021 OtherDecreasesSchedule
    Name:
    MUSSAFER FAMILY FOUNDATION
    EIN:
    38-7216877
    Description Amount
    ADJUSTMENT FOR FAIR MARKET VALUE 5,879,585


    TY 2021 OtherExpensesSchedule
    Name:
    MUSSAFER FAMILY FOUNDATION
    EIN:
    38-7216877
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 94 94   0
    INVESTMENT INTEREST EXPENSE 42,949 42,949   0
    MISCELLANEOUS DEDUCTIONS 33,619 33,619   0
    INVESTMENT MANAGEMENT FEES 145,038 145,038   0
    OTHER EXPENSES 2,093 2,093   0


    TY 2021 OtherIncomeSchedule2
    Name:
    MUSSAFER FAMILY FOUNDATION
    EIN:
    38-7216877
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 1,513 1,513 1,513


    TY 2021 OtherIncreasesSchedule
    Name:
    MUSSAFER FAMILY FOUNDATION
    EIN:
    38-7216877
    Description Amount
    ADJUSTMENT FOR APGPE IX-B CAY PN AIV CAYMAN LP 10,759


    TY 2021 SubstantialContributorsSch
    Name:
    MUSSAFER FAMILY FOUNDATION
    EIN:
    38-7216877
    Name Address
    DAVID M MUSSAFER 29 COMMONWEALTH AVENUE UNIT PH
    BOSTON,MA02116
    MARION M MUSSAFER 29 COMMONWEALTH AVENUE UNIT PH
    BOSTON,MA02116


    TY 2021 TaxesSchedule
    Name:
    MUSSAFER FAMILY FOUNDATION
    EIN:
    38-7216877
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE TAXES 250 250   0
    FOREIGN TAXES 313 313   0
    FEDERAL TAX ESTIMATES 36,526 36,526   0