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 05-01-2020 , and ending 04-30-2021
Name of foundation
RICHARD & SUSAN SMITH FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)ONE NEWTON EXECUTIVE PARK NO 104
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWTON, MA02462
A Employer identification number

23-7090011
B Telephone number (see instructions)

(857) 404-0700
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$391,236,472J 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) 88,881
2 Check bullet.............
3 Interest on savings and temporary cash investments 615,093 611,661  
4 Dividends and interest from securities... 1,396,233 1,392,085  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 19,194,041
b Gross sales price for all assets on line 6a 27,964,742
7 Capital gain net income (from Part IV, line 2)... 18,763,238
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 -150,724 514,299  
12 Total. Add lines 1 through 11........ 21,143,524 21,281,283  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 864,323 0   864,323
14 Other employee salaries and wages...... 97,253 0   97,253
15 Pension plans, employee benefits....... 215,145 0   215,145
16a Legal fees (attach schedule)......... Click to see attachment 13,401 0   13,401
b Accounting fees (attach schedule)....... Click to see attachment 54,364 27,182   27,182
c Other professional fees (attach schedule).... Click to see attachment 4,770,882 4,355,267   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 522,061 67,910   53,993
19 Depreciation (attach schedule) and depletion... Click to see attachment 740 0  
20 Occupancy.............. 198,795 0   198,795
21 Travel, conferences, and meetings....... 322 0   322
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 191,677 0   191,677
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,928,963 4,450,359   1,662,091
25 Contributions, gifts, grants paid....... 14,785,212 14,785,212
26 Total expenses and disbursements. Add lines 24 and 25 21,714,175 4,450,359   16,447,303
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -570,651
b Net investment income (if negative, enter -0-) 16,830,924
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 Savings and temporary cash investments......... 8,994,182 2,412,876 2,412,876
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) 150,414 Click to see attachment367,621 368,316
b Investments—corporate stock (attach schedule)....... 27,488,061 Click to see attachment27,488,066 50,027,415
c Investments—corporate bonds (attach schedule)....... 1,689,286 Click to see attachment1,478,937 1,477,985
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 235,940,694 Click to see attachment255,033,617 336,267,798
14 Land, buildings, and equipment: basis bullet139,974
Less: accumulated depreciation (attach schedule) bullet125,129 15,585 Click to see attachment14,845 14,845
15 Other assets (describe bullet) Click to see attachment667,237 Click to see attachment667,237 Click to see attachment667,237
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 274,945,459 287,463,199 391,236,472
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment6,500,000 Click to see attachment25,000,000
23 Total liabilities (add lines 17 through 22)......... 6,500,000 25,000,000
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........ 268,445,459 262,463,199
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)..... 268,445,459 262,463,199
30 Total liabilities and net assets/fund balances (see instructions). 274,945,459 287,463,199
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
268,445,459
2
Enter amount from Part I, line 27a .....................
2
-570,651
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
690,833
4
Add lines 1, 2, and 3 ..........................
4
268,565,641
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
6,102,442
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
262,463,199
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 P   2020-12-31
b BAUPOST VALUE PARTNERS, L.P.-I P   2020-12-31
c BERKSHIRE FUND IX-A (IND), L.P. P   2020-12-31
d BERKSHIRE FUND IX-A IND VP AIV, L.P. P   2020-12-31
e BRAZOS EQUITY FUND III, LP P   2020-12-31
BRIGHTSTAR CAPITAL PARTNERS QUALTEK LP P   2020-12-31
BRIGHTSTAR CAPITAL PARTNERS TEXAS WATER, L.P. P   2020-12-31
BROOKSIDE CAPITAL PARTNERS FUND, L.P. P   2020-12-31
CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN EUROPE III P   2020-12-31
CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN X P   2020-12-31
CB OFFSHORE EQUITY FUND IX, LP P   2020-12-31
CB OFFSHORE EQUITY FUND VIII LP P   2020-12-31
CHARLESBANK EQUITY FUND VII, LP P   2020-12-31
CHESTNUT HILL VENTURES, LLC P   2020-12-31
ELEPHANT PARTNERS I LP P   2020-12-31
ENCAP ENERGY CAPITAL FUND VI-B, L.P. P   2020-12-31
FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP P   2020-12-31
HIGHFIELDS CAPITAL IV LP P   2020-12-31
HILLHOUSE FUND IV LP P   2020-12-31
HOLDCO OPPORTUNITIES FUND, LP P   2020-12-31
HOLDCO OPPORTUNITIES FUND III, L.P. P   2020-12-31
LEERINK REVELATION HEALTHCARE FUND II LP P   2020-12-31
LL MORTGAGE FUND LP P   2020-12-31
MADISON INTERNATIONAL REAL ESTATE LIQUIDITY FUND IV, LP P   2020-12-31
MARCUS CAPITAL PARTNERS FUND II, LP P   2020-12-31
MAVERON EQUITY PARTNERS VI, L.P. P   2020-12-31
MFN PARTNERS LP P   2020-12-31
MITHRIL LP P   2020-12-31
MITHRIL II LP P   2020-12-31
NAVITAS FUND, LP P   2020-12-31
NEW PROVIDENCE RESERVE LP P   2020-12-31
NV PARTNERS IV LP P   2020-12-31
OAKTREE VALUE EQUITY FUND (DELAWARE), L.P. P   2020-12-31
PAR INVESTMENT PARTNERS, L.P. P   2020-12-31
PERMIT CAPITAL MORTGAGE FUND, L.P. - SERIES J P   2020-12-31
PERMIT CAPITAL MORTGAGE FUND, L.P. - SERIES K P   2020-12-31
QIMING VENTURE PARTNERS FUND V LP P   2020-12-31
QIMING VENTURE PARTNERS VI, LP P   2020-12-31
RA CAPITAL HEALTHCARE FUND, LP P   2020-12-31
REGENT OPPORTUNITY FUND IV, LLC P   2020-12-31
RIVA CAPITAL PARTNERS IV LP P   2020-12-31
SANKATY CREDIT OPPORTUNITIES IV, L.P. P   2020-12-31
THE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY TRUST P   2020-12-31
SILVER LAKE PARTNERS II, LP P   2020-12-31
SUMMIT PARTNERS PRIVATE EQUITY FUND VII-B, L.P. P   2020-12-31
TELEGRAPH HILL PARTNERS II, L.P. P   2020-12-31
THRIVE CAPITAL PARTNERS V, L.P. P   2020-12-31
THRIVE CAPITAL PARTNERS VI, LP P   2020-12-31
THRIVE CAPITAL PARTNERS VI GROWTH, LP P   2020-12-31
TINICUM TAX EXEMPT LP P   2020-12-31
SIXTH STREET OPPORTUNITIES PARTNERS II (B) LP P   2020-12-31
SIXTH STREET OPPORTUNITIES PARTNERS III (B) LP P   2020-12-31
UNDERSCORE.VC FUND I, L.P. P   2020-12-31
UNDERSCORE.VC FUND II, L.P. P   2020-12-31
VENROCK ASSOCIATES V, L.P. P   2020-12-31
WESTCAP STRATEGIC OPERATOR US FEEDER FUND, L.P. P   2020-12-31
WELLINGTON TRUST COMPANY, NA P   2020-12-31
XFUND 2, L.P. P   2020-12-31
YORKTOWN ENERGY PARTNERS XI, LP P   2020-12-31
YT XII RENEWABLE AIV LP P   2020-12-31
BAIN CAP (TRU) VIII P   2020-12-31
BC VIII PRIVATE INVESTORS, LLC P   2020-12-31
BC VIII-E PRIVATE INVESTORS, L.P. P   2020-12-31
BAIN CAPITAL ASIA FUND, L.P. P   2020-12-31
BAIN CAPITAL (SSS I) IX, L.P. P   2020-12-31
BAIN CAPITAL FUND IX, L.P. P   2020-12-31
BAIN CAPITAL (CCD) IX, L.P. P   2020-12-31
BAIN CAPITAL (CC) IX OFFSHORE, L.P. P   2020-12-31
BERKSHIRE FUND VII (OS), LP P   2020-12-31
BERKSHIRE FUND VIII (IND), L.P. P   2020-12-31
BERKSHIRE FUND IX-A (IND), L.P. P   2020-12-31
CENTERBRIDGE CAPITAL PARTNERS AIV I, L.P. P   2020-12-31
CENTERBRIDGE CAPITAL PARTNERS AIV II, L.P. P   2020-12-31
CENTERBRIDGE CAPITAL PARTNERS DEBT ACQUISITION, L.P. P   2020-12-31
CENTERBRIDGE CAPITAL PARTNERS (CAYMAN), L.P. P   2020-12-31
CENTERBRIDGE CAPITAL PARTNERS, L.P. P   2020-12-31
CENTERBRIDGE CAPITAL PARTNERS AIV V, L.P. P   2020-12-31
CENTERBRIDGE CAPITAL PARTNERS AIV VI-B, L.P. P   2020-12-31
CERBERUS INSTITUTIONAL PARTNERS, LP (SERIES FOUR) P   2020-12-31
CHARLESBANK EQUITY COINVESTMENT FUND VI, LP P   2020-12-31
CIP4 AIV, LP P   2020-12-31
DENHAM COMMODITY PARTNERS FUND V LP P   2020-12-31
DENHAM IV CONTINUATION FUND LP P   2020-12-31
GNDI HOLDINGS I, L.P. P   2020-12-31
RHO VENTURES V, LP P   2020-12-31
RIVA CAPITAL PARTNERS III, LP P   2020-12-31
TA X, L.P. P   2020-12-31
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI L.P. P   2020-12-31
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII LP P   2020-12-31
TOP III DELAWARE AIV I-B, L.P. P   2020-12-31
VENROCK ASSOCIATES VI, LP P   2020-12-31
VENROCK ASSOCIATES IV, LP P   2020-12-31
WLR RECOVERY FUND IV, L.P. P   2020-12-31
WLR RECOVERY FUND IV DSS AIV, L.P. P   2020-12-31
WLR IV EXCO AIV SIX, L.P. (FKA WLR RECOVERY FUND IV XCO AIV III, L.P.) P   2020-12-31
WLR IV RRH AIV, LP P   2020-12-31
GOULSTON & STORRS P   2021-04-30
GOLDMAN ACCOUNT 7164 P   2021-04-30
PERRY PARTNERS INTERNATIONAL INC P   2021-04-30
COATUE OFFSHORE FUND LTD P   2021-04-30
CHESTNUT HEDGE FUND LLC P   2020-12-31
(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 513,697   31,059 482,638
b 417,173   1,101 416,072
c 117,917     117,917
d 393     393
e 36,733     36,733
304,681     304,681
59,351     59,351
212,436     212,436
80,340     80,340
17,050     17,050
221   221 0
2,813     2,813
357,326   8,514 348,812
21     21
223,612     223,612
    257,426 -257,426
    9,103 -9,103
76,398     76,398
289,828     289,828
7,527     7,527
222,618     222,618
23,041     23,041
    110,491 -110,491
2,798     2,798
385,898     385,898
    35,786 -35,786
193,143     193,143
43,616     43,616
4,872     4,872
    2,420,498 -2,420,498
547,153     547,153
    15,747 -15,747
    16,195 -16,195
    371,089 -371,089
624     624
11,354     11,354
    23,517 -23,517
73,190     73,190
8,518,126   232,276 8,285,850
63,325   57,752 5,573
4,793   72,802 -68,009
10,316     10,316
102,399     102,399
7,842     7,842
    80,845 -80,845
279     279
166,489     166,489
2,649     2,649
115,270     115,270
542,321     542,321
32     32
19,661     19,661
    120,837 -120,837
    31 -31
1,136,975     1,136,975
581,007     581,007
165,357     165,357
    69,991 -69,991
12,305     12,305
11,298     11,298
    506,559 -506,559
2     2
    89 -89
    32,206 -32,206
42     42
12,411     12,411
    22,403 -22,403
    7 -7
    545,642 -545,642
16   231 -215
    40,376 -40,376
    744 -744
    101,106 -101,106
    3,872 -3,872
    90,836 -90,836
361,007     361,007
    17,923 -17,923
    96,769 -96,769
    117,329 -117,329
7,919     7,919
    4,742 -4,742
    27,856 -27,856
    1,503 -1,503
    372,103 -372,103
15,153     15,153
    203,878 -203,878
19     19
113,974     113,974
    4,015 -4,015
638     638
3,199,673     3,199,673
    3,161 -3,161
1,118     1,118
158     158
152,443     152,443
    9,101 -9,101
4,158,917   167,799 3,991,118
2,710,768   2,710,190 578
34     34
314,909     314,909
1,229,273   185,783 1,043,490
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       482,638
b       416,072
c       117,917
d       393
e       36,733
      304,681
      59,351
      212,436
      80,340
      17,050
      0
      2,813
      348,812
      21
      223,612
      -257,426
      -9,103
      76,398
      289,828
      7,527
      222,618
      23,041
      -110,491
      2,798
      385,898
      -35,786
      193,143
      43,616
      4,872
      -2,420,498
      547,153
      -15,747
      -16,195
      -371,089
      624
      11,354
      -23,517
      73,190
      8,285,850
      5,573
      -68,009
      10,316
      102,399
      7,842
      -80,845
      279
      166,489
      2,649
      115,270
      542,321
      32
      19,661
      -120,837
      -31
      1,136,975
      581,007
      165,357
      -69,991
      12,305
      11,298
      -506,559
      2
      -89
      -32,206
      42
      12,411
      -22,403
      -7
      -545,642
      -215
      -40,376
      -744
      -101,106
      -3,872
      -90,836
      361,007
      -17,923
      -96,769
      -117,329
      7,919
      -4,742
      -27,856
      -1,503
      -372,103
      15,153
      -203,878
      19
      113,974
      -4,015
      638
      3,199,673
      -3,161
      1,118
      158
      152,443
      -9,101
      3,991,118
      578
      34
      314,909
      1,043,490
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 18,763,238
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................................ 1 233,950
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........................... 3 233,950
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- ..... 5 233,950
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 659,540
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 300,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 959,540
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 10 725,590
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet725,590 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 addressbulletN/A
    14
    The books are in care ofbulletDAVID RUBINSTEIN - GRANT ADMINISTRA Telephone no.bullet (857) 404-0700

    Located atbulletONE NEWTON EXECUTIVE PARK SUITE 104NEWTONMA ZIP+4bullet02462
    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
     
     
    ........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
    AMY S BERYLSON TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    JOHN G BERYLSON TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    DEBRA S KNEZ TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    ROBERT A SMITH TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    DANA W SMITH TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    JENNIFER BLOCK TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    JONATHAN BLOCK TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    JESSICA KNEZ TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    ANDREW KNEZ TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    LYNNE DOBLIN EXECUTIVE DIRECTOR
    40.00     		356,288 53,139 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    MARJORIE RINGROSE SENIOR PROGRAM OFFICER
    40.00     		192,300 44,648 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    SHANNA SHULMAN SENIOR PROGRAM OFFICER
    40.00     		203,685 49,389 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    AMY HAMPE PROGRAM OFFICER
    40.00     		112,050 38,106 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    JAMES BERYLSON TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    ELIZABETH BERYLSON KATZ TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    ROBERT KATZ TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    MADELEINE SMITH TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    RYAN SMITH TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    KRISTA KNEZ TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    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
    DAVID RUBINSTEIN OFFICE AND GRANTS AD
    40.00     		88,500 38,108 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    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 ADVISOR 557,458
    100 SUMMER STREET
    BOSTON,MA02110
    GOULSTON & STORRS INVESTMENT AND LEGAL ADVISOR 281,960
    400 ATLANTIC AVENUE
    BOSTON,MA02116
    DELOITTE TAX LLP ACCOUNTING 54,364
    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 NOT APPLICABLE 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
    322,968,271
    b
    Average of monthly cash balances.......................
    1b
    6,445,496
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    329,413,767
    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
    329,413,767
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    4,941,207
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    324,472,560
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    16,223,628
    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
    16,223,628
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    233,950
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    233,950
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    15,989,678
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    15,989,678
    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
    15,989,678
    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
    16,447,303
    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
    16,447,303
    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
    16,447,303
    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 15,989,678
    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...... 3,345,493
    b From 2016...... 940,415
    c From 2017...... 1,764,775
    d From 2018...... 602,334
    e From 2019......  
    fTotal of lines 3a through e........ 6,653,017
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 16,447,303
    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..... 15,989,678
    e Remaining amount distributed out of corpus 457,625
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 7,110,642
    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) ...     		3,345,493
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		3,765,149
    10 Analysis of line 9:
    a Excess from 2016.... 940,415
    b Excess from 2017.... 1,764,775
    c Excess from 2018.... 602,334
    d Excess from 2019....  
    e Excess from 2020.... 457,625
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ROBERT A SMITH TRUSTEE
    ONE NEWTON EXECUTIVE PARK 104
    NEWTON,MA02462
    (857) 404-0700
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER DESCRIBING REQUEST, INCLUDING AMOUNT AND USAGE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    BETH ISRAEL DEACONESS MEDICAL CENTER
    330 BROOKLINE AVENUE
    BOSTON,MA02215     		NONE PUBLIC CHARITY HEALTH 25,000
    BEYOND WALLS
    18 MOUNT VERNON ST
    LYNN,MA019011402     		NONE PUBLIC CHARITY CULTURAL VITALITY 42,081
    BOSTON CHILDREN'S HOSPITAL
    401 PARK DRIVE SUITE 602
    BOSTON,MA02215     		NONE PUBLIC CHARITY HEALTH 425,000
    BOSTON DEBATE LEAGUE
    1542 TREMONT ST
    BOSTON,MA02120     		NONE PUBLIC CHARITY EDUCATION 17,550
    BOSTON FOUNDATION (CIVIC LEADERSHIP FUND)
    75 ARLINGTON ST 1000
    BOSTON,MA02116     		NONE PUBLIC CHARITY OTHER 10,000
    BOSTON MISSIONARY BAPTIST COMMUNITY CENTER
    336 DUDLEY ST 617
    BOSTON,MA02119     		NONE PUBLIC CHARITY HUMAN SERVICES 40,000
    BOSTON MEDICAL CENTER
    ONE BOSTON MEDICAL CENTER PLACE
    BOSTON,MA02118     		NONE PUBLIC CHARITY HEALTH 825,000
    BOSTON SYMPHONY ORCHESTRA
    SYMPHONY HALL
    BOSTON,MA02115     		NONE PUBLIC CHARITY CULTURAL VITALITY 25,000
    BOSTON YOUTH SYMPHONY ORCHESTRAS
    855 COMMONWEALTH AVENUE
    BOSTON,MA02215     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 49,795
    BOSTON UNIVERSITY
    881 COMMONWEALTH AVENUE
    BOSTON,MA02215     		NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000
    BRANDEIS UNIVERSITY
    415 SOUTH STREET
    WALTHAM,MA024532728     		NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000
    BRIGHAM AND WOMEN'S HOSPITAL
    116 HUNTINGTON AVENUE THIRD FL
    BOSTON,MA02116     		NONE PUBLIC CHARITY HEALTH 525,000
    BROAD INSTITUTE
    415 MAIN STREET
    CAMBRIDGE,MA02142     		NONE PUBLIC CHARITY MEDICAL RESEARCH 600,000
    BROCKTON NEIGHBORHOOD HEALTH CENTER
    63 MAIN STREET
    BROCKTON,MA02301     		NONE PUBLIC CHARITY HEALTH 260,000
    BROWN UNIVERSITY
    BROWN UNIVERSITY
    PROVIDENCE,RI02912     		NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000
    BUNKER HILL COMMUNITY COLLEGE
    250 RUTHERFORD AVE
    BOSTON,MA02129     		NONE PUBLIC CHARITY EDUCATION 801,754
    CAPE COD HEALTHCARE (FALMOUTH HOSPITAL)
    PO BOX 370
    HYANNIS,MA02601     		NONE PUBLIC CHARITY HEALTH 15,000
    CHILDREN'S ADVOCACY CENTER OF SUFFOLK COUNTY
    989 COMMONWEALTH AVENUE
    BOSTON,MA02215     		NONE PUBLIC CHARITY HUMAN SERVICES 46,537
    CODMAN SQUARE HEALTH CENTER
    637 WASHINGTON STREET
    DORCHESTER,MA02124     		NONE PUBLIC CHARITY HEALTH 7,500
    COMBINED JEWISH PHILANTHROPIES
    126 HIGH STREET
    BOSTON,MA021102700     		NONE PUBLIC CHARITY JEWISH CAUSES 1,500,000
    DANA-FARBER CANCER INSTITUTE
    10 BROOKLINE PLACE 6TH FLOOR
    BROOKLINE,MA02445     		NONE PUBLIC CHARITY HEALTH 125,000
    DOTHOUSE HEALTH
    1353 DORCHESTER AVENUE
    DORCHESTER,MA02169     		NONE PUBLIC CHARITY HEALTH 207,500
    EAST BOSTON SOCIAL CENTERS
    68 CENTRAL SQUARE
    BOSTON,MA02128     		NONE PUBLIC CHARITY HUMAN SERVICES 42,500
    ELLIS MEMORIAL
    58 BERKELEY ST
    BOSTON,MA021166215     		NONE PUBLIC CHARITY EDUCATION 27,791
    ESSEX NORTH SHORE AGRICULTURAL AND TECHNICAL SCHOOL (ESSEX TECH)
    565 MAPLE STREET
    HATHORNE,MA01937     		NONE PUBLIC CHARITY EDUCATION 120,000
    FRAMINGHAM STATE UNIVERSITY
    100 STATE ST
    FRAMINGHAM,MA01701     		NONE PUBLIC CHARITY EDUCATION 200,000
    GREATER BOSTON FOOD BANK
    70 S BAY AVE
    BOSTON,MA02118     		NONE PUBLIC CHARITY HUMAN SERVICES 150,000
    GREATER LAWRENCE TECHNICAL SCHOOL
    57 RIVER ROAD
    ANDOVER,MA01810     		NONE PUBLIC CHARITY EDUCATION 50,000
    GREATER NEW BEDFORD COMMUNITY HEALTH CENTER
    874 PURCHASE STREET
    NEW BEDFORD,MA02740     		NONE PUBLIC CHARITY HEALTH 215,000
    HEALTH CARE FOR ALL
    ONE FEDERAL STREET
    BOSTON,MA02110     		NONE PUBLIC CHARITY HEALTH 50,000
    JFF
    88 BROAD STREET 8TH FLOOR
    BOSTON,MA02110     		NONE PUBLIC CHARITY EDUCATION 200,000
    JOSLIN DIABETES CENTER
    ONE JOSLIN PLACE BOSTON
    BOSTON,MA02215     		NONE PUBLIC CHARITY HEALTH 125,000
    JVS BOSTON
    75 FEDERAL ST BOSTON
    BOSTON,MA02110     		NONE PUBLIC CHARITY ECONOMIC MOBILITY 250,000
    LAWRENCE PUBLIC SCHOOLS
    237 ESSEX STREET
    LAWRENCE,MA01840     		NONE PUBLIC CHARITY EDUCATION 340,000
    LEAP FOR EDUCATION
    35 CONGRESS STREET SUITE 102
    SALEM,MA01970     		NONE PUBLIC CHARITY EDUCATION 32,392
    LOWELL PUBLIC SCHOOLS
    155 MERRIMACK STREET 4TH FLOOR
    LOWELL,MA01852     		NONE PUBLIC CHARITY EDUCATION 430,000
    LYNN PUBLIC SCHOOLS
    100 BENNETT STREET
    LYNN,MA01905     		NONE PUBLIC CHARITY EDUCATION 340,000
    MASSACHUSETTS BUSINESS ALLIANCE FOR EDUCATION
    10 POST OFFICE SQUARE SUITE 800
    SOUTH
    BOSTON,MA02109     		NONE PUBLIC CHARITY EDUCATION 50,000
    MASSACHUSETTS DEPARTMENT OF ELEMENTARY & SECONDARY EDUCATION
    75 PLEASANT STREET
    MALDEN,MA021484906     		NONE PUBLIC CHARITY EDUCATION 122,500
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    77 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02139     		NONE PUBLIC CHARITY MEDICAL RESEARCH 350,000
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY (TYLER JACKS)
    77 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02139     		NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000
    MASSINC
    11 BEACON STREET SUITE 500
    BOSTON,MA02108     		NONE PUBLIC CHARITY EDUCATION 108,500
    MIDDLESEX COMMUNITY COLLEGE
    591 SPRINGS RD
    BEDFORD,MA01730     		NONE PUBLIC CHARITY EDUCATION 24,500
    MUSEUM OF FINE ARTS
    465 HUNTINGTON AVENUE
    BOSTON,MA021155597     		NONE PUBLIC CHARITY CULTURAL VITALITY 15,000
    MUSEUM OF SCIENCE
    ONE SCIENCE PARK
    BOSTON,MA02114     		NONE PUBLIC CHARITY CULTURAL VITALITY 10,000
    NEW HEIGHTS CHARTER SCHOOL OF BROCKTON
    1690 MAIN ST
    BROCKTON,MA02301     		NONE PUBLIC CHARITY EDUCATION 216,000
    NEWTON WELLESLEY HOSPITAL FOUNDATION
    2014 WASHINGTON STREET
    NEWTON,MA02462     		NONE PUBLIC CHARITY HEALTH 25,000
    NORTH SHORE COMMUNITY COLLEGE
    1 FERNCROFT RD
    DANVERS,MA01923     		NONE PUBLIC CHARITY EDUCATION 200,000
    NORTHERN ESSEX COMMUNITY COLLEGE
    100 ELLIOTT ST
    HAVERHILL,MA01830     		NONE PUBLIC CHARITY EDUCATION 38,000
    ONE CAN HELP
    PO BOX 55
    NEWTON,MA02468     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 15,508
    PATHWAYS ADULT EDUCATION & TRAINING
    330 LYNNWAY SUITE 302
    LYNN,MA01901     		NONE PUBLIC CHARITY ECONOMIC MOBILITY 33,547
    PINE STREET INN
    444 HARRISON AVE
    BOSTON,MA02118     		NONE PUBLIC CHARITY HUMAN SERVICES 250,000
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    1563 MASSACHUSETTS AVE
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITY MEDICAL RESEARCH 800,000
    PROJECT LEARN (FOR LOWELL PUBLIC SCHOOLS)
    6525 GERMANTOWN AVE
    PHILADELPHIA,PA19119     		NONE PUBLIC CHARITY EDUCATION 100,000
    RIAN IMMIGRANT CENTER
    1 STATE ST 800
    BOSTON,MA02109     		NONE PUBLIC CHARITY HUMAN SERVICES 47,874
    REHEARSAL FOR LIFE
    670 CENTRE STREET SUITE 8
    JAMAICA PLAIN,MA02130     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 19,717
    SALEM PUBLIC SCHOOLS
    29 HIGHLAND AVE
    SALEM,MA01970     		NONE PUBLIC CHARITY EDUCATION 40,000
    SCHOOL ON WHEELS
    PO BOX 23371
    VENTURA,CA93002     		NONE PUBLIC CHARITY EDUCATION 35,675
    SOCIEDAD LATINA
    1530 TREMONT ST
    ROXBURY,MA02120     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 50,000
    SOUTH BOSTON COMMUNITY HEALTH CENTER
    409 WEST BROADWAY
    SOUTH BOSTON,MA02127     		NONE PUBLIC CHARITY HEALTH 150,000
    SOUTHEASTERN REGIONAL VOCATIONAL TECHNICAL SCHOOL
    250 FOUNDRY ST
    SOUTH EASTON,MA02375     		NONE PUBLIC CHARITY EDUCATION 105,000
    TEMPLE ISRAEL
    477 LONGWOOD AVENUE
    BOSTON,MA02215     		NONE PUBLIC CHARITY JEWISH CAUSES 75,000
    THE BASE
    150 SHIRLEY STREET
    ROXBURY,MA02119     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 50,000
    THE DIMOCK CENTER
    55 DIMOCK STREET
    ROXBURY,MA02119     		NONE PUBLIC CHARITY HEALTH 7,500
    THE MEDICAL FOUNDATION
    2 BOYLSTON ST 4TH FLOOR
    BOSTON,MA02116     		NONE PUBLIC CHARITY MEDICAL RESEARCH 207,658
    THE NEIGHBORHOOD DEVELOPERS
    4 GERRISH AVE
    CHELSEA,MA02150     		NONE PUBLIC CHARITY ECONOMIC MOBILITY 48,828
    UNITED WAY OF MASSACHUSETTS BAY
    51 SLEEPER STREET
    BOSTON,MA021101208     		NONE PUBLIC CHARITY HUMAN SERVICES 25,000
    UNIVERSITY OF MASSACHUSETTS AMHERST
    UNIVERSITY OF MASSACHUSETTS AMHERST
    AMHERST,MA01003     		NONE PUBLIC CHARITY MEDICAL RESEARCH 200,000
    UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL
    55 LAKE AVENUE NORTH
    WORCESTER,MA01655     		NONE PUBLIC CHARITY MEDICAL RESEARCH 200,000
    WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH
    455 MAIN STREET
    CAMBRIDGE,MA02142     		NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000
    YALE UNIVERSITY
    PO BOX 1873
    NEW HAVEN,CT065081873     		NONE PUBLIC CHARITY MEDICAL RESEARCH 600,000
    CENTER FOR THE STUDY OF SOCIAL POLICY
    1575 EYE STREET NW SUITE 500
    WASHINGTON,DC20005     		NONE PUBLIC CHARITY HEALTH 50,000
    APPLE ORCHARD SCHOOL
    282 NEWTON ST
    BROOKLINE,MA02445     		NONE PUBLIC CHARITY EDUCATION 7,500
    ARLINGTON EATS
    58 MEDFORD ST
    ARLINGTON,MA02474     		NONE PUBLIC CHARITY HUMAN SERVICES 5,000
    BETH EL TEMPLE CENTER
    2 CONCORD AVE
    BELMONT,MA02478     		NONE PUBLIC CHARITY JEWISH CAUSES 2,450
    BETH ISRAEL DEACONESS MEDICAL CENTER
    330 BROOKLINE AVE
    BOSTON,MA02215     		NONE PUBLIC CHARITY MEDICAL RESEARCH 12,500
    BOSTON CHILDREN'S CHORUS
    20 OLD COLONY AVE 2
    BOSTON,MA02127     		NONE PUBLIC CHARITY CULTURAL VITALITY 4,850
    BOSTON CHILDREN'S HOSPITAL TRUST
    401 PARK DR UNIT 602
    BOSTON,MA02215     		NONE PUBLIC CHARITY MEDICAL RESEARCH 125,000
    BOSTON HEALTH CARE FOR THE HOMELESS
    780 ALBANY ST
    BOSTON,MA02118     		NONE PUBLIC CHARITY HEALTH 500
    BOSTON MEDICAL CENTER
    ONE BOSTON MEDICAL CENTER PL
    BOSTON,MA02118     		NONE PUBLIC CHARITY HEALTH 7,500
    BOYS & GIRLS CLUBS OF BOSTON
    200 HIGH ST 3RD FLOOR
    BOSTON,MA02110     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 85,000
    BROAD INSTITUTE
    415 MAIN ST
    CAMBRIDGE,MA02142     		NONE PUBLIC CHARITY EDUCATION 25,000
    BROOKLINE HIGH SCHOOL INNOVATION FUND
    115 GREENOUGH ST
    BROOKLINE,MA02445     		NONE PUBLIC CHARITY HUMAN SERVICES 250
    BROOKVIEW HOUSE
    2 BROOKVIEW ST 1
    DORCHESTER CENTER,MA02124     		NONE PUBLIC CHARITY HUMAN SERVICES 15,000
    BROWN UNIVERSITY FOOTBALL ASSOCIATION
    235 HOPE ST BOX 1932
    PROVIDENCE,RI02912     		NONE PUBLIC CHARITY EDUCATION 12,500
    BROWN UNIVERSITY-OMAC PROJECT
    235 HOPE ST BOX 1932
    PROVIDENCE,RI02912     		NONE PUBLIC CHARITY EDUCATION 25,000
    BUCKINGHAM BROWNE & NICHOLS
    80 GERRYS LANDING RD
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITY EDUCATION 28,000
    CHILDREN INTERNATIONAL
    2000 E RED BRIDGE RD
    KANSAS CITY,MO64131     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 900
    COMBINED JEWISH PHILANTHROPIES
    126 HIGH ST
    BOSTON,MA02110     		NONE PUBLIC CHARITY JEWISH CAUSES 10,000
    DANA-FARBER CANCER INSTITUTE
    10 BROOKLINE PLACE 6TH FLOOR
    BROOKLINE,MA02445     		NONE PUBLIC CHARITY HEALTH 80,000
    DARTMOUTH COLLEGE
    DARTMOUTH COLLEGE
    HANOVER,NH03755     		NONE PUBLIC CHARITY EDUCATION 20,000
    GIVAT HAVIVA EDUCATIONAL FOUNDATION INC
    GIVAT HAVIVA MOBILE POST MENASHE
        37850
    IS     		NONE PUBLIC CHARITY EDUCATION 100
    GREATER BOSTON NAZARENE COMPASSIONATE CENTER
    130 RIVER ST
    MATTAPAN,MA02126     		NONE PUBLIC CHARITY HUMAN SERVICES 15,000
    HARVARD BUSINESS SCHOOL
    HARVARD BUSINESS SCHOOL
    BOSTON,MA02163     		NONE PUBLIC CHARITY EDUCATION 52,500
    HARVARD UNIVERSITY
    HARVARD UNIVERSITY MASSACHUSETTS
    HALL
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 212,500
    HOPE STATION OPPORTUNITY AREA NEIGHBORHOOD COUNCIL
    149 WEST PENN ST
    CARLISLE,PA17013     		NONE PUBLIC CHARITY HUMAN SERVICES 250
    HYDE SQUARE TASK FORCE
    30 SUNNYSIDE ST
    BOSTON,MA02130     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 10,353
    INSTITUTE OF CONTEMPORARY ART
    25 HARBOR SHORE DRIVE
    BOSTON,MA02210     		NONE PUBLIC CHARITY CULTURAL VITALITY 15,000
    LA COLABORATIVA
    318 BROADWAY
    CHELSEA,MA02150     		NONE PUBLIC CHARITY HEALTH 15,000
    MASSACHUSETTS RIVERS ALLIANCE
    2343 MASSACHUSETTS AVE
    CAMBRIDGE,MA02140     		NONE PUBLIC CHARITY HUMAN SERVICES 100
    MAYYIM HAYYIM
    1838 WASHINGTON ST
    AUBURNDALE,MA02466     		NONE PUBLIC CHARITY JEWISH CAUSES 1,800
    MEADOWBROOK SCHOOL OF WESTON INCORPORATED
    10 FARM RD
    WESTON,MA02493     		NONE PUBLIC CHARITY EDUCATION 5,000
    MILTON ACADEMY
    170 CENTRE ST
    MILTON,MA02186     		NONE PUBLIC CHARITY EDUCATION 167,500
    MY LIFE MY CHOICE
    989 COMMONWEALTH AVENUE
    BOSTON,MA02215     		NONE PUBLIC CHARITY HUMAN SERVICES 105
    OUR SPACE INC
    1527 W NATIONAL AVE
    MILWAUKEE,WI53204     		NONE PUBLIC CHARITY HEALTH 100
    PAN-MASSACHUSETTS CHALLENGE
    77 4TH AVE
    NEEDHAM,MA02494     		NONE PUBLIC CHARITY MEDICAL RESEARCH 257,500
    PARK SCHOOL
    171 GODDARD AVE
    BROOKLINE,MA02445     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 30,000
    PHILANTHROPY MASSACHUSETTS
    133 FEDERAL ST 802
    BOSTON,MA02110     		NONE PUBLIC CHARITY HUMAN SERVICES 1,000
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    1563 MASSACHUSETTS AVE
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 150,000
    PROJECT HOPE
    1220 19TH STREET NW SUITE 800
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY HEALTH 15,000
    PROJECT PLACE
    1145 WASHINGTON STREET
    BOSTON,MA02118     		NONE PUBLIC CHARITY HUMAN SERVICES 15,000
    SQUASH AND EDUCATION ALLIANCE
    55 BROAD ST 14TH FLOOR
    NEW YORK,NY10004     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 25,000
    SQUASHBUSTERS
    795 COLUMBUS AVE
    BOSTON,MA02120     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 5,000
    ST FRANCIS HOUSE
    39 BOYLSTON ST
    BOSTON,MA02116     		NONE PUBLIC CHARITY HUMAN SERVICES 15,000
    STEPPINGSTONE FOUNDATION
    1 APPLETON ST
    BOSTON,MA02116     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 10,000
    TEMPLE BETH AVODAH
    45 PUDDINGSTONE LN
    NEWTON,MA02459     		NONE PUBLIC CHARITY JEWISH CAUSES 2,847
    TEMPLE ISRAEL
    477 LONGWOOD AVE
    BOSTON,MA02215     		NONE PUBLIC CHARITY JEWISH CAUSES 5,000
    THE STEPPINGSTONE FOUNDATION
    1 APPLETON ST
    BOSTON,MA02116     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 25,000
    TSNE MISSIONWORKS
    89 SOUTH ST STE 700
    BOSTON,MA02111     		NONE PUBLIC CHARITY HUMAN SERVICES 150
    TUFTS UNIVERSITY
    419 BOSTON AVE
    MEDFORD,MA02155     		NONE PUBLIC CHARITY EDUCATION 225,000
    TUFTS UNIVERSITY ANNUAL FUND
    419 BOSTON AVE
    MEDFORD,MA02155     		NONE PUBLIC CHARITY EDUCATION 12,500
    UNIVERSITY OF PENNSYLVANIA LAW SCHOOL
    3501 SANSOM ST
    PHILADELPHIA,PA19104     		NONE PUBLIC CHARITY EDUCATION 12,500
    UP EDUCATION NETWORK
    77 SUMMER ST FLOOR 2
    BOSTON,MA02110     		NONE PUBLIC CHARITY EDUCATION 5,000
    UTEC
    35 WARREN ST
    LOWELL,MA01852     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 250
    WILLIAMS COLLEGE
    880 MAIN ST
    WILLIAMSTOWN,MA01267     		NONE PUBLIC CHARITY EDUCATION 20,000
    Total .................................bullet 3a 14,785,212
    bApproved for future payment
    Total .................................bullet 3b 0
    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 3,433 14 611,661  
    4 Dividends and interest from securities.... 900000 4,148 14 1,392,085  
    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.....     14 514,299  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900000 430,803 18 18,763,238  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		900000 -665,024      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -226,640 21,281,283 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    21,054,643
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    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
    2020
    Name of the organization
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
     
    Employer identification number

    23-7090011
    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, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
          		Employer identification number
    23-7090011
    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
    ADR CHARITABLE FOUNDATION & TRUST
     
    C/O GOULSTON STORRS 400 ATLANTIC AV
     
    BOSTON, MA02110

    		$ 88,881


    (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.)
    (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, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
          		Employer identification number

    23-7090011
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
          		Employer identification number

    23-7090011
    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, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DELOITTE TAX 54,364 27,182   27,182

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

    TY 2020 DepreciationSchedule
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    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
    LEASEHOLD IMPROVE 2002-04-05 19,445 9,024 SL 39.000000000000 499 0    
    PHONE EQUIPMENT 2002-03-15 9,939 9,939 200DB 5.000000000000 0 0    
    FURNITURE & FIXTURE 2002-11-01 101,209 101,209 SL 7.000000000000 0 0    
    LEASEHOLD IMPROVE 2002-11-01 9,381 4,217 SL 39.000000000000 241 0    

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GOLDMAN SACHS 1,478,937 1,477,985

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Name of Stock End of Year Book Value End of Year Fair Market Value
    GOLDMAN SACHS 27,488,066 50,027,415

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    US Government Securities - End of Year Book Value:

    367,621
    US Government Securities - End of Year Fair Market Value:

    368,316
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ABRAMS CAPITAL PARTNERS II AT COST 0 1,721,250
    ADDITION TWO LP AT COST 1,040,000 520,000
    BARRYS CORNER HOLDINGS LLC AT COST 207,972 1,260,525
    BAUPOST VALUE PARTNERS, L.P.-I AT COST 4,977,461 5,590,905
    BERKSHIRE FUND IX-A (IND), L.P. AT COST 2,136,206 2,217,328
    BLACK STONE MINERALS, L.P. AT COST 304,538 762,465
    BOSTON SEED CAPITAL FUND IV LP AT COST 150,000 50,000
    BRAZOS EQUITY FUND III, LP AT COST 32,907 416,797
    BRIGHTSTAR CAPITAL PARTNERS FUND I, L.P. AT COST 2,509,060 2,941,596
    BRIGHTSTAR CAPITAL PARTNERS QUALTEK LP AT COST 0 1,332,577
    BRIGHTSTAR CAPITAL PARTNERS REPLAY LP AT COST 576,868 574,988
    BRIGHTSTAR CAPITAL PARTNERS TEXAS WATER, L.P. AT COST 0 1,099,364
    BRIGHTSTAR CAPITAL PARTNERS FUND II-A, LP AT COST 506,357 0
    BCP AIV INVESTOR HOLDINGS-4, LP AT COST 90,938 0
    BROOKSIDE CAPITAL PARTNERS FUND, L.P. AT COST 140,862 306,237
    CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN EUROPE III AT COST 0 278,151
    CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN X AT COST 10,840 392,451
    CASDIN PRIVATE GROWTH EQUITY FUND, L.P. AT COST 3,202,837 1,195,630
    CB OP FEEDER I, LP AT COST 276 0
    CB OP FEEDER II LP AT COST 11,238 0
    CB OP FEEDER III, LP AT COST 29,160 3,526
    CB OP FEEDER IV, LP AT COST 49,714 0
    CB OP FEEDER V, LP AT COST 85,446 0
    CB OP FEEDER VI, LP AT COST 24,610 0
    CB OP AGGREGATOR II-B, LP AT COST 1,204 0
    CB OFFSHORE EQUITY FUND IX, LP AT COST 1,114,579 1,039,015
    CB OFFSHORE EQUITY FUND VIII LP AT COST 2,585,981 2,745,244
    CEH FEEDER FUND AT COST 4,671,249 3,491,019
    CHARLESBANK EQUITY FUND VII, LP AT COST 187,751 983,579
    CHESTNUT HILL VENTURES, LLC AT COST 29,656 13,588
    CHARLES RIVER INSTITUTIONAL FUND II LP AT COST 1,474,454 2,083,841
    CHARLES RIVER INSTITUTIONAL FUND III, L.P. AT COST 1,355,964 1,669,842
    COLLAB+CONSUMER FUND I, LP AT COST 430,555 594,972
    COLLABORATIVE IV, L.P. AT COST 564,843 554,067
    DIV CHARLES PARK INVESTOR, LP AT COST 1,726,745 1,900,000
    ELEPHANT PARTNERS I LP AT COST 0 3,124,808
    ELEPHANT PARTNERS II-B LP AT COST 1,305,296 1,320,772
    ELEPHANT PARTNERS III-B LP AT COST 1,133,621 140,861
    ENCAP ENERGY CAPITAL FUND VI-B, L.P. AT COST 856,783 15,885
    ENERGY CAPITAL PARTNERS II-B, LP AT COST 503,546 94,302
    ETHOS BEIGNET DIRECT, LLC AT COST 2,988,141 1,084,305
    FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP AT COST 1,986,139 84,998
    HERO HEALTH INC. AT COST 1,500,000 1,500,000
    HIGHFIELDS CAPITAL IV LP AT COST 16,190 96,596
    HILLHOUSE FUND IV LP AT COST 3,399,521 4,994,580
    HOLDCO OPPORTUNITIES FUND, LP AT COST 1,490,999 189,193
    HOLDCO OPPORTUNITIES FUND II, LP AT COST 319,656 1,014,589
    HOLDCO OPPORTUNITIES FUND III, L.P. AT COST 8,158,566 8,728,167
    JMC PLATFORM FUND II-B LP AT COST 1,671,846 1,939,773
    LEERINK REVELATION HEALTHCARE FUND II LP AT COST 622,542 739,379
    LIMINALITY PARTNERS, LP AT COST 1,483,981 1,576,887
    MARCUS CAPITAL PARTNERS FUND II, LP AT COST 1,487,499 1,911,428
    MAVERON EQUITY PARTNERS VI, L.P. AT COST 1,193,074 1,708,282
    MAVERON EQUITY PARTNERS VII, L.P. AT COST 411,286 258,959
    MFN PARTNERS LP AT COST 5,422,734 6,109,407
    MITHRIL LP AT COST 1,638,773 3,676,595
    MITHRIL II LP AT COST 1,255,049 1,196,711
    NALANDA INDIA EQUITY FUND LIMITED AT COST 100,069 119,382
    NAVITAS FUND, LP AT COST 3,470,701 2,392,915
    NV PARTNERS IV LP AT COST 216,439 78,833
    OAKTREE VALUE EQUITY FUND (DELAWARE), L.P. AT COST 5,729,927 11,371,284
    PAR INVESTMENT PARTNERS, L.P. AT COST 1,931,558 3,881,308
    PERMIT CAPITAL MORTGAGE FUND, L.P. - SERIES J AT COST 418,404 23,897
    PERMIT CAPITAL MORTGAGE FUND, L.P. - SERIES K AT COST 662,409 63,918
    QIMING VENTURE PARTNERS FUND V LP AT COST 1,848,891 3,135,316
    QIMING VENTURE PARTNERS VI, LP AT COST 2,166,343 2,743,256
    QIMING VENTURE PARTNERS VII LP AT COST 930,583 695,342
    QIMING US HEALTHCARE FUND LP AT COST 722,099 1,566,258
    QIMING US HEALTHCARE FUND II LP AT COST 1,719,591 1,730,225
    RA CAPITAL HEALTHCARE FUND, LP AT COST 11,011,084 21,277,528
    REGENT OFFICE FUND II, LLC AT COST 542,356 1,029,722
    REGENT OPPORTUNITY FUND IV, LLC AT COST 2,498,818 2,473,988
    REGIMENT CAPITAL SPECIAL SITUATIONS FUND V, L.P. AT COST 218,244 74,169
    RIVA CAPITAL PARTNERS IV LP AT COST 3,607,663 4,914,934
    SANKATY CREDIT OPPORTUNITIES IV, L.P. AT COST 571,725 61,578
    THE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY TRUST AT COST 9,916,144 16,306,435
    SILVER LAKE PARTNERS II, LP AT COST 325,886 1,282
    SL SPV-1 FEEDER I, L.P. AT COST 18,225 401,802
    SOSIN QP PARTNERS, LP AT COST 4,971,291 6,189,629
    SUMMIT PARTNERS PRIVATE EQUITY FUND VII-B, L.P. AT COST 275,225 360,271
    TCG 2.0-B, LP AT COST 2,034,201 1,647,535
    TELEGRAPH HILL PARTNERS II, L.P. AT COST 2,130,759 81,516
    TENFORE HOLDINGS FUND II, LP AT COST 2,385,176 2,934,373
    TF 88 ACRES FUND I , LP AT COST 954,427 1,021,252
    THRIVE CAPITAL PARTNERS V, L.P. AT COST 1,257,116 2,286,541
    THRIVE CAPITAL PARTNERS VI, LP AT COST 437,710 173,882
    THRIVE CAPITAL PARTNERS VI GROWTH, LP AT COST 869,293 644,168
    THRIVE CAPITAL PARTNERS VII LP AT COST 41,539 7,933
    THRIVE CAPITAL PARTNERS VII GROWTH AT COST 481,346 336,763
    TINICUM TAX EXEMPT LP AT COST 4,064,774 3,050,770
    SIXTH STREET OPPORTUNITIES PARTNERS II (B) LP AT COST 197,871 252,321
    TOP III DELAWARE AIV I-B, L.P. AT COST 101,819 0
    SIXTH STREET OPPORTUNITIES PARTNERS III (B) LP AT COST 1,140,653 1,133,332
    TWE HOLDINGS LLC AT COST 2,000,000 2,000,000
    ULTRA CAPITAL SUSTAINABLE INFRASTRUCTURE TE FEEDER FUND II AT COST 1,978,037 593,949
    ULTRA RAV 1 2016 HOLDINGS LLC AT COST 1,125,000 1,125,000
    UNDERSCORE.VC FUND I, L.P. AT COST 1,044,418 1,223,535
    UNDERSCORE.VC FUND II, L.P. AT COST 696,177 602,724
    VENROCK ASSOCIATES V, L.P. AT COST 0 3,471,987
    WESTCAP STRATEGIC OPERATOR US FEEDER FUND, L.P. AT COST 2,760,788 6,464,268
    WESTCAP STUB LLC AT COST 6,523,125 2,651,083
    WESTCAP BG CONVERT AT COST 503,697 504,667
    WELLINGTON TRUST COMPANY, NA AT COST 2,649,060 0
    XFUND 2, L.P. AT COST 842,701 1,307,103
    XFUND 3, LP AT COST 51,913 57,836
    YORKTOWN ENERGY PARTNERS XI, LP AT COST 1,250,803 1,939,295
    YORKTOWN ENERGY PARTNERS XII, L.P. AT COST 1,136,843 1,081,007
    ADDITION ONE, L.P. AT COST 2,045,739 1,946,443
    BC VIII PRIVATE INVESTORS, LLC AT COST 2,877,236 1,298
    BC VIII-E PRIVATE INVESTORS, L.P. AT COST 814,747 1,788
    BAIN CAPITAL (SSS I) IX, L.P. AT COST 881 0
    BAIN CAPITAL FUND IX, L.P. AT COST 81,893 86,037
    BERKSHIRE FUND VII, L.P. AT COST 96,699 95,199
    BERKSHIRE FUND VIII (IND), L.P. AT COST 820,848 1,751,962
    BRAZOS EQUITY FUND II, LP AT COST 343,839 15,801
    CHARLESBANK EQUITY COINVESTMENT FUND VI, LP AT COST 363,635 66,471
    DENHAM IV CONTINUATION FUND LP AT COST 258,411 94,131
    DENHAM COMMODITY PARTNERS FUND V LP AT COST 73,452 57,972
    ETON PARK AT COST 6,982 226
    GOF FEEDER A LP AT COST 1,644,062 2,324,122
    NALANDA INDIA FUND LIMITED AT COST 907,844 5,302,941
    RESOURCE CAPITAL FUND IV L.P. AT COST 251,973 109,113
    RHO VENTURES V, LP AT COST 370,060 625,436
    RIVA CAPITAL PARTNERS III, LP AT COST 923,002 2,135,501
    TA X, L.P. AT COST 66,508 0
    TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI L.P. AT COST 4,023,002 6,798,783
    TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII LP AT COST 2,958,844 4,496,071
    TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XIV LP AT COST 1,800,001 900,000
    TRG FORESTRY FUND 8-B LP AT COST 83,712 26,933
    VENROCK ASSOCIATES VI, LP AT COST 0 5,632,399
    VENROCK ASSOCIATES IV, LP AT COST 1,656,433 178,443
    WLR RECOVERY FUND IV, L.P. AT COST 257,302 59,699
    MAGIC SPOON INC AT COST 1,499,996 1,499,996
    REGGORA INC AT COST 996,182 996,182
    STOCKBRIDGE FUND (OS) LTD AT COST 5,588,470 12,967,698
    TUKMAN - TORTOISE - SALIENT AT COST 104 408,562
    THS KINGSWAY - FRONTIER CONSUMER FUND AT COST 3,000,000 3,492,782
    SANKATY CREDIT OPPORTUNITIES IV LP (OFFSHORE) AT COST 1,728,609 60,551
    DOVER STREET VI CAYMAN FUND LP AT COST 756,766 142,417
    DOVER STREET VII CAYMAN FUND LP AT COST 122,445 105,913
    THE RAPTOR PRIVATE HOLDINGS LTD AT COST 0 4,777
    MOON CAPITAL GLOBAL EQUITY OFFSHORE FUND LTD AT COST 33,070 20,580
    NEW VERNON INDIA (CAYMAN) FUND II LP AT COST 0 51,170
    LUXOR CAPITAL PARTNERS OFFSHORE FD AT COST 795,606 41,043
    HILDENE OPPORTUNITIES OFFSHORE FUND LTD AT COST 749,988 6,286,129
    PATRON CAPITAL III AT COST 592,803 52,201
    RA CAPITAL NEXUS INTL FUND LP AT COST 3,934,206 5,427,581
    RA CAPITAL NEXUS INTL FUND II LP AT COST 1,575,000 350,000
    COATUE LONG ONLY OFFSHORE FUND LTD. AT COST 7,500,000 27,480,584
    HIMALAYA CAPITAL INVESTORS OFFSHORE LP AT COST 7,700,000 11,759,994
    YIHENG CAPITAL OFFSHORE FUND AT COST 9,500,000 13,324,191
    ABDIEL QUALIFIED OFFSHORE PARTNERS LP AT COST 3,000,000 3,000,000
    DRAGONEER OPPORTUNITIES OFFSHORE FEEDER V LP AT COST 1,764,477 850,000
    HONGKOU CAPITAL OFFSHORE AT COST 3,000,000 3,000,000
    GOF II FEEDER A AT COST 1,732,500 1,778,575
    CHESTNUT HEDGE FUND LLC AT COST 15,127,856 15,728,557

    TY 2020 LandEtcSchedule2
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LEASEHOLD IMPROVE 19,445 9,523 9,922 9,922
    PHONE EQUIPMENT 9,939 9,939 0 0
    FURNITURE & FIXTURE 101,209 101,209 0 0
    LEASEHOLD IMPROVE 9,381 4,458 4,923 4,923


    TY 2020 LegalFeesSchedule
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 13,401 0   13,401


    TY 2020 OtherAssetsSchedule
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ART WORK 63,776 63,776 63,776
    LEASEHOLD IMPROVEMENTS USED FOR CHARITABLE PURPOSES 377,108 377,108 377,108
    EQUIPMENT USED FOR CHARITABLE PURPOSES 226,353 226,353 226,353


    TY 2020 OtherDecreasesSchedule
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Description Amount
    BOOK ADJUSTMENTS 6,102,442


    TY 2020 OtherExpensesSchedule
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUBSCRIPTION, DUES, AND MEMBERSHIP 41,380 0   41,380
    INSURANCE 3,089 0   3,089
    OFFICE EXPENSES 98,809 0   98,809
    POSTAGE AND DELIVERY 4,099 0   4,099
    BANK FEES 1,804 0   1,804
    EVENTS 40,116 0   40,116
    WORKERS COMPENSATION 2,380 0   2,380


    TY 2020 OtherIncomeSchedule2
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CHESTNUT HEDGE FUND -28 -27 -28
    OTHER INCOME FROM K-1S -481,435 183,587 -481,435
    OTHER INCOME FROM OFFSHORE FUNDS 329,875 329,875 329,875
    OTHER INCOME FROM OTHER ENTITIES 864 864 864
    OTHER INCOME 0   -665,024


    TY 2020 OtherIncreasesSchedule
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Description Amount
    ADJUSTMENT TO CORRECT PRIOR BOOK BALANCES 608,151
    RETURNED CONTRIBUTIONS 8,759
    REFUND OF ARIZONA TAXES 73,923


    TY 2020 OtherLiabilitiesSchedule
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Description Beginning of Year - Book Value End of Year - Book Value
    LINE OF CREDIT 6,500,000 25,000,000


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CHESTNUT HEDGE FUND 139,148 133,206   0
    FROM K-1S 3,670,382 3,260,709   0
    OTHER ENTITY 961,352 961,352   0


    TY 2020 TaxesSchedule
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 68,056 67,910   0
    PAYROLL TAXES PAID 53,493 0   53,493
    MA FILING FEE 500 0   500
    FEDERAL TAX PAID 400,000 0   0
    US TAX FILING FEE 12 0   0