Form990-PF
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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
Bierly Boasberg Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)199 Otis Street
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Newton, MA02465
A Employer identification number

04-6903459
B Telephone number (see instructions)

(617) 572-2532
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$8,860,110J 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) 553,363
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 120,928 120,928  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 97,605
b Gross sales price for all assets on line 6a 6,259,094
7 Capital gain net income (from Part IV, line 2)... 97,605
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).......      
12 Total. Add lines 1 through 11........ 771,896 218,533 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 53,854 53,854 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 32,770 770 0 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 342 60 0 282
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 86,966 54,684 0 282
25 Contributions, gifts, grants paid....... 381,645 381,645
26 Total expenses and disbursements. Add lines 24 and 25 468,611 54,684 0 381,927
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 303,285
b Net investment income (if negative, enter -0-) 163,849
c Adjusted net income (if negative, enter -0-)... 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............. 15,923 30,258 30,258
2 Savings and temporary cash investments......... 60,048 83,763 83,763
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,226,893 Click to see attachment7,567,896 8,513,814
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).......... 2,053,376 Click to see attachment98,750 232,275
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) 7,356,240 7,780,667 8,860,110
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 7,356,240 7,780,667
29 Total net assets or fund balances (see instructions)..... 7,356,240 7,780,667
30 Total liabilities and net assets/fund balances (see instructions). 7,356,240 7,780,667
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
7,356,240
2
Enter amount from Part I, line 27a .....................
2
303,285
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
121,142
4
Add lines 1, 2, and 3 ..........................
4
7,780,667
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,780,667
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 - LT      
b Publicly Traded Securities - ST      
c Capital Gains Dividends P    
d
e
(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 3,359,747   3,195,208 164,539
b 2,899,322   2,966,281 -66,959
c 25     25
d
e
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       164,539
b       -66,959
c       25
d
e
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 97,605
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 -66,959
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 2,278
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 2,278
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 8,618
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,618
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,340
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet6,340 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. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMargaret Boasberg Telephone no.bullet (617) 572-2532

    Located atbullet199 Otis StreetNewtonMA ZIP+4bullet02465
    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
    Christopher Bierly Trustee
    1.00     		0 0 0
    199 Otis Street
    Newton,MA02465
    Margaret Boasberg Trustee
    2.00     		0 0 0
    199 Otis Street
    Newton,MA02465
    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
    Morgan Stanley Investment Management Fees 53,854
    1 New York Plaza 40th Floor
    New York,NY10004
    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
    7,811,176
    b
    Average of monthly cash balances.......................
    1b
    227,297
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,038,473
    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
    8,038,473
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    120,577
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    7,917,896
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    395,895
    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
    395,895
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,278
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,278
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    393,617
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    393,617
    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
    393,617
    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 7 393,617
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 60,517
    b From 2017...... 44,511
    c From 2018......  
    d From 2019...... 6,644
    e From 2020...... 78,886
    f Total of lines 3a through e ........ 190,558
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 381,927
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 381,927
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 11,690 11,690
    (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 5 178,868
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		48,827
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		130,041
    10 Analysis of line 9:
    a Excess from 2017.... 44,511
    b Excess from 2018....  
    c Excess from 2019.... 6,644
    d Excess from 2020.... 78,886
    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).)
    Christopher Bierly
    Margaret Boasberg
    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:
    Margaret Boasberg
    199 Otis Street
    Newton,MA02456
    (617) 965-3626
    bThe form in which applications should be submitted and information and materials they should include:
    Not Applicable
    cAny submission deadlines:
    Not Applicable
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    The Foundation makes charitable contributions only for charitable, Educational or scientific purposes defined by sec 501 (c) (3) of the internal revenue code
    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
    American University
    4400 Massachusetts Ave NW
    Washington,DC20016     		n/a PC General Support 5,000
    Nantucket Cottage Hospital
    57 Prospect St Unit 1
    Nantucket,MA02554     		n/a PC General Support 2,500
    Nantucket Safe Harbor for Animals
    PO Box 2844
    Nantucket,MA02584     		n/a PC General Support 2,500
    Nathional Cathedral School
    3612 Woodley Road
    Washington,DC20016     		n/a PC General Support 250
    Newton-Wellesley Charity Fund
    2014 Washington Street
    Newton,MA02462     		n/a PC General Support 2,500
    On the Isle
    PO Box 756
    Nantucket,MA25564     		n/a PC General Support 300
    Pan Mass Challenge
    77 4th Ave
    Needham,MA02494     		n/a PC General Support 605
    Partners in Health
    3rd Floor 888 Commonwealth Ave
    Boston,MA02215     		n/a PC General Support 24,748
    Pine Street Inn
    444 Harrison Avenue
    Boston,MA02118     		n/a PC General Support 500
    Project Bread - Walk for Hunger
    145 Border Street
    Boston,MA02128     		n/a PC General Support 500
    Project Broadway
    322 West 52nd Street 654
    New York,NY10101     		n/a PC General Support 500
    Nantucket Conservation Foundation
    118 Cliff Road
    Nantucket,MA02554     		n/a PC General Support 2,500
    Save the Children
    501 Kings Highway E 400
    Fairfield,CT06825     		n/a PC General Support 30,568
    St Judes Research Hospital
    262 Danny Thomas Place
    Memphis,TN38105     		n/a PC General Support 1,050
    Stanford GSB
    655 Knight Way
    Stanford,CA94305     		n/a PC General Support 1,000
    Cultural Landscape Foundation
    1711 Connecticut Ave NW 200
    Washington,DC20009     		n/a PC General Support 1,000
    The Greater Boston Food Bank
    70 South Bay Ave
    Boston,MA02118     		n/a PC General Support 5,000
    The Humane Society
    1255 23rd Street NW Suite 450
    Washington,District of Colum20037
    AS     		n/a PC General Support 2,300
    The New Teacher Project
    500 7th Avenue 8th floor
    New York,NY10018     		n/a PC General Support 5,000
    University of Virginia
    1300 Jefferson Park Ave
    Charlottesville,VA22903     		n/a PC General Support 5,000
    University of Virginia Fund for the Arts
    1300 Jefferson Park Ave
    Charlottesville,VA22903     		n/a PC General Support 2,500
    WBUR
    890 Commonwealth Ave
    Boston,MA02215     		n/a PC General Support 1,000
    White Heron Theatre Company
    5 N Water Street
    Nantucket,MA02554     		n/a PC General Support 58,153
    SquashBusters
    795 Columbus Avenue
    Roxbury Crossing,MA02120     		n/a PC General Support 103
    Yale Alumni Fund
    206 Elm Street
    New Haven,CT06520     		n/a PC General Support 600
    Nantucket Antheneum
    1 India Street
    Nantucket,MA02554     		n/a PC General Support 250
    McLean Hospital
    115 Mill Street
    Belmont,MA02478     		n/a PC General Support 1,000
    ASPCA
    293 2nd Ave
    Waltham,MA02451     		n/a PC General Support 2,500
    Bain Capital Children's Charity
    John Hancock Tower 200 Clardendon
    Street
    Boston,MA021165021     		n/a PC General Support 15,211
    Buckingham Browne & Nichols Upper School
    80 Gerrys Landing Road
    Cambridge,MA02138     		n/a PC General Support 75,551
    Beyond Batten Disease Foundation
    3305 Steck Ave Suite 200
    Austin,TX78757     		n/a PC General Support 1,000
    Boston Children's Hospital
    1295 Boylston Street
    Boston,MA02215     		n/a PC General Support 5,000
    Boys & Girls Club of Boston
    200 High Street 3rd Floor
    Boston,MA02110     		n/a PC General Support 10,000
    Brigham & Women's Hospital
    75 Francis Street
    Boston,MA02115     		n/a PC General Support 9,896
    Brown University
    69 Brown Street Box 1822
    Providence,RI02912     		n/a PC General Support 15,000
    Camp Holiday Trails
    400 Holiday Trails Lane
    Charlottesville,VA22903     		n/a PC General Support 10,000
    Community Foundation for Nantucket
    9 Bayberry Court
    Nantucket,MA02554     		n/a PC General Support 5,000
    Michael Mosier Defeat DIPG Foundation
    PO Box 34277
    Bethesda,MD20827     		n/a PC General Support 5,000
    Courageous Parents Network
    21 Rochester Road
    Newton,MA02458     		n/a PC General Support 500
    Dian Fossey Gorilla Fund
    800 Cherokee Ave SE
    Atlanta,GA30315     		n/a PC General Support 25,118
    Doctors Without Borders
    333 7th Avenue
    New York,NY10001     		n/a PC General Support 10,000
    Endeavor Global
    900 Broadway
    New York,NY10003     		n/a PC General Support 7,396
    Family Access of Newton
    492 Waltham Street
    Newton,MA02465     		n/a PC General Support 500
    Foundation Fighting Blindness
    7168 Columbia Gateway Drive Suite
    100
    Columbia,MD21046     		n/a PC General Support 200
    Horizons Greater Boston
    90 Sandy Valley Road
    Dedham,MA02026     		n/a PC General Support 500
    JDRF
    60 Walnut Street 102
    Wellesley,MA02481     		n/a PC General Support 100
    Jimmy Fund Walk for Cancer
    450 Brookline Ave
    Boston,MA02215     		n/a PC General Support 10,900
    The Kelly S Brush Foundation
    3 Main Street
    Burlington,VT05401     		n/a PC General Support 200
    Mass General Hospital
    55 Fruit Street
    Boston,MA02114     		n/a PC General Support 9,896
    Cradles to Crayons
    155 North Beacon Street
    Brighton,MA02135     		n/a PC General Support 5,000
    President and Fellows of Harvard College
    1033 Massachusetts Avenue 3rd Fl
    Cambridge,MA02138     		n/a PC General Support 250
    Total .................................bullet 3a 381,645
    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 ...........     		         
    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 ............     		    18 97,605  
    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) .. 0 218,533 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    218,533
    (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
    Bierly Boasberg Foundation
     
    Employer identification number

    04-6903459
    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
    Bierly Boasberg Foundation
          		Employer identification number
    04-6903459
    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
    Christopher Bierly and Margaret Boasberg
     
    199 Otis Street
     
    Newton, MA02465

    		$ 1,295,667


    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    Bierly Boasberg Foundation
          		Employer identification number

    04-6903459
    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
    		 493 Shares of ATLAS COPCO AS A ADR A NEW $ 28,091 2021-02-11
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 326 Shares of LONZA GROUP AG ZUERICH ADR $ 22,103 2021-02-11
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 34 Shares of NVIDIA CORPORATION $ 20,741 2021-02-11
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 82 Shares of PAYPAL HLDGS INC COM $ 23,372 2021-02-11
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 37 Shares of SALESFORCE.COM,INC. $ 8,926 2021-02-11
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 89 Shares of SVB FNCL GRP $ 44,535 2021-02-11
    Schedule B (Form 990) (2021)
    Name of organization
    Bierly Boasberg Foundation
          		Employer identification number

    04-6903459
    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
    		 240 Shares of TAIWAN SMCNDCTR MFG CO LTD A $ 33,398 2021-02-11
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 705 Shares of TENCENT HLDGS LTD UNSPON ADR $ 69,576 2021-02-11
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 100 Shares of YANDEX N.V. A $ 7,292 2021-02-11
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 21 Shares of AMAZON COM INC $ 71,388 2021-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 361 Shares of APPLE INC $ 48,432 2021-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 74 Shares of CANADIAN NATL RAILWAY CO $ 8,789 2021-04-16
    Schedule B (Form 990) (2021)
    Name of organization
    Bierly Boasberg Foundation
          		Employer identification number

    04-6903459
    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
    		 312 Shares of COMCAST CORP (NEW) CLASS A $ 17,194 2021-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 677 Shares of EPIROC AKTIEBOLAG ADR $ 16,688 2021-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 78 Shares of ESTEE LAUDER CO INC CL A $ 24,359 2021-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1027 Shares of INFINEON TECHNOLOGIES AG $ 43,740 2021-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 152 Shares of NIKE INC B $ 20,415 2021-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 406 Shares of SYMRISE AG UNSPONS ADR $ 13,272 2021-04-16
    Schedule B (Form 990) (2021)
    Name of organization
    Bierly Boasberg Foundation
          		Employer identification number

    04-6903459
    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
    		 454 Shares of TAIWAN SMCNDCTR MFG CO LTD A $ 53,953 2021-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1405 Shares of FIDELITY 500 INDEX FUND $ 215,808 2021-08-03
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 29 Shares of ISHARES CORE S&P 500 ETF $ 12,848 2021-08-03
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 460 Shares of SPDR S&P 500 ETF TRUST $ 199,957 2021-10-11
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 46 Shares of ADOBE INC $ 28,284 2021-12-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1074 Shares of ADYEN N V UNSPONSRED ADR $ 27,860 2021-12-14
    Schedule B (Form 990) (2021)
    Name of organization
    Bierly Boasberg Foundation
          		Employer identification number

    04-6903459
    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
    		 345 Shares of ALFA LAVAL AB-UNSPONS ADR $ 13,072 2021-12-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 224 Shares of ARCELORMITTAL CL A NY REGIST $ 7,002 2021-12-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 24 Shares of ATLASSIAN CORP PLC CL A $ 8,442 2021-12-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 940 Shares of COMPAGNIE FIN RICHEMONTAG AD $ 13,837 2021-12-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 435 Shares of DASSAULT SYSTEMS SA ADS $ 25,287 2021-12-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 42 Shares of HOME DEPOT INC $ 16,892 2021-12-14
    Schedule B (Form 990) (2021)
    Name of organization
    Bierly Boasberg Foundation
          		Employer identification number

    04-6903459
    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
    		 801 Shares of ICICI BANK LTD $ 15,748 2021-12-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 455 Shares of ING GROEP NV ADR $ 6,202 2021-12-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 23 Shares of INTUIT INC $ 14,708 2021-12-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 125 Shares of MICROSOFT CORP $ 41,043 2021-12-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 24 Shares of MOODYS CORP $ 9,407 2021-12-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 18 Shares of MSCI INC COM $ 10,639 2021-12-14
    Schedule B (Form 990) (2021)
    Name of organization
    Bierly Boasberg Foundation
          		Employer identification number

    04-6903459
    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
    		 82 Shares of SIMON PPTY GROUP INC $ 12,376 2021-12-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 123 Shares of SONOVA HLDG AG UNSP ADR $ 8,865 2021-12-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 224 Shares of SYSMEX CORP UNSPON ADR $ 14,477 2021-12-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 73 Shares of ZOETIS INC CLASS-A $ 16,649 2021-12-14
    (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
    Bierly Boasberg Foundation
          		Employer identification number

    04-6903459
    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 GeneralExplanationAttachment
    Name:
    Bierly Boasberg Foundation
    EIN:
    04-6903459
    Identifier Return Reference Explanation
      Form 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid Organization: Bierly Boasberg FoundationTIN: 04-6903459Tax Year Ended: December 31, 2021Form 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: June 28, 20212. Description of property: 21 Shares of AMZN3. Book value: $28,439Method for determining book value: Tax Cost4. Fair market value: $72,321.69Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: June 28, 20212. Description of property: 27 Shares of TSM3. Book value: $990Method for determining book value: Tax Cost4. Fair market value: $3,229Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: June 28, 20212. Description of property: 210 Shares of TSM3. Book value: $7,688Method for determining book value: Tax Cost4. Fair market value: $25,118Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: July 23, 20212. Description of property: 102 Shares of AAPL3. Book value: $5,550Method for determining book value: Tax Cost4. Fair market value: $15,153Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: September 2, 20212. Description of property: 99 Shares of AAPL3. Book value: $5,387Method for determining book value: Tax Cost4. Fair market value: $15,211Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 13, 20212. Description of property: 85 Shares of TSM3. Book value: $4,763Method for determining book value: Tax Cost4. Fair market value: $9,896Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 13, 20212. Description of property: 85 Shares of TSM3. Book value: $4,763Method for determining book value: Tax Cost4. Fair market value: $9,896Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 16, 20212. Description of property: 769 Shares of ADYEY3. Book value: $6,337Method for determining book value: Tax Cost4. Fair market value: $19,748Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 16, 20212. Description of property: 288 Shares of ADYEY3. Book value: $3,479Method for determining book value: Tax Cost4. Fair market value: $7,396Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 10, 20212. Description of property: 112 Shares of AAPL3. Book value: $8,151Method for determining book value: Tax Cost4. Fair market value: $20,098Method for determining fair market value: Stock Market Quote

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Bierly Boasberg Foundation
    EIN:
    04-6903459
    Name of Stock End of Year Book Value End of Year Fair Market Value
    46 Shares of ADOBE INC (ADBE) 12,851 26,085
    17 Shares of ADYEN N V UNSPONSRED ADR (ADYEY) 288 447
    345 Shares of ALFA LAVAL AB-UNSPONS ADR (ALFVY) 5,503 13,914
    48 Shares of APPLE INC (AAPL) 3,846 8,523
    224 Shares of ARCELORMITTAL CL A NY REGISTRY (MT) 2,808 7,130
    24 Shares of ATLASSIAN CORP PLC CL A (TEAM) 3,336 9,151
    940 Shares of COMPAGNIE FIN RICHEMONTAG ADR (CFRUY) 5,578 14,053
    435 Shares of DASSAULT SYSTEMS SA ADS (DASTY) 11,916 25,961
    42 Shares of HOME DEPOT INC (HD) 7,674 17,430
    801 Shares of ICICI BANK LTD (IBN) 6,015 15,852
    455 Shares of ING GROEP NV ADR (ING) 2,559 6,334
    23 Shares of INTUIT INC (INTU) 5,374 14,794
    125 Shares of MICROSOFT CORP (MSFT) 19,887 42,040
    24 Shares of MOODYS CORP (MCO) 3,562 9,374
    18 Shares of MSCI INC COM (MSCI) 4,845 11,028
    82 Shares of SIMON PPTY GROUP INC (SPG) 5,470 13,101
    123 Shares of SONOVA HLDG AG UNSP ADR (SONVY) 3,489 9,658
    224 Shares of SYSMEX CORP UNSPON ADR (SSMXY) 5,620 15,180
    287 Shares of TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) 16,082 34,529
    705 Shares of TENCENT HLDGS LTD UNSPON ADR (TCEHY) 25,684 41,102
    73 Shares of ZOETIS INC CLASS-A (ZTS) 6,243 17,814
    7268 Shares of ISHARES BARCLAYS 1-3 YR TSY BD (SHY) 628,827 621,705
    2239 Shares of ISHARES CORE S&P 500 ETF (IVV) 767,208 1,067,981
    14442 Shares of ISHARES MSCI EAFE ETF (EFA) 1,148,815 1,136,297
    5665 Shares of ISHARES MSCI EMERGING MKTS ETF (EEM) 305,984 276,735
    1747 Shares of ISHARES RUSSELL 2000 GRWTH ETF (IWO) 526,379 511,958
    3157 Shares of ISHARES RUSSELL 2000 VALUE ETF (IWN) 503,894 524,220
    4557 Shares of ISHARES RUSSELL MIDCAP G ETF (IWP) 486,289 525,058
    4299 Shares of ISHARES RUSSELL MIDCAP V ETF (IWS) 475,553 526,112
    13308 Shares of ISHARES S&P 500 GRWTH ETF (IVW) 932,499 1,113,480
    7320 Shares of ISHARES S&P 500 VAL ETF (IVE) 1,047,695 1,146,532
    4842 Shares of PIMCO ENHANCED SHRT MTRT EXC (MINT) 489,889 491,754
    460 Shares of SPDR S&P 500 ETF TRUST (SPY) 96,234 218,482

    TY 2021 InvestmentsOtherSchedule2
    Name:
    Bierly Boasberg Foundation
    EIN:
    04-6903459
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    1405 Shares of FIDELITY 500 INDEX FUND (FXAIX) AT COST 98,750 232,275

    TY 2021 OtherExpensesSchedule
    Name:
    Bierly Boasberg Foundation
    EIN:
    04-6903459
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank Fees 60 60 0 0
    Filing Fees 250 0 0 250
    Miscellaneous Expense 32 0 0 32


    TY 2021 OtherIncreasesSchedule
    Name:
    Bierly Boasberg Foundation
    EIN:
    04-6903459
    Description Amount
    Unrealized Gains on Donated Securities 121,142


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Bierly Boasberg Foundation
    EIN:
    04-6903459
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Fees 53,854 53,854 0 0


    TY 2021 TaxesSchedule
    Name:
    Bierly Boasberg Foundation
    EIN:
    04-6903459
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Taxes 770 770 0 0
    Federal Excise Taxes 32,000 0 0 0