Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
PAUL & PHYLLIS FIREMAN CHARITABLE
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)800 SOUTH ST SUITE 600 610
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WALTHAM, MA02453
A Employer identification number

22-2677986
B Telephone number (see instructions)

(617) 482-5620
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$224,067,026J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 931 931  
4 Dividends and interest from securities... 107,096 107,096  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 19,148,740
b Gross sales price for all assets on line 6a 1,776,586
7 Capital gain net income (from Part IV, line 2)... 17,419,072
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -1,157,018 -1,456,718  
12 Total. Add lines 1 through 11........ 18,099,749 16,070,381  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 1,911 0   1,911
16a Legal fees (attach schedule)......... Click to see attachment 11,246 0   11,246
b Accounting fees (attach schedule)....... Click to see attachment 38,000 19,000   19,000
c Other professional fees (attach schedule).... Click to see attachment 679,329 579,329   100,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 53,382 53,347   35
19 Depreciation (attach schedule) and depletion... Click to see attachment 7,541 0  
20 Occupancy.............. 107,285 0   107,285
21 Travel, conferences, and meetings....... 6,178 0   6,178
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 34,918 353   34,565
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 939,790 652,029   280,220
25 Contributions, gifts, grants paid....... 4,573,450 4,573,450
26 Total expenses and disbursements. Add lines 24 and 25 5,513,240 652,029   4,853,670
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 12,586,509
b Net investment income (if negative, enter -0-) 15,418,352
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,359,512 13,414,784 13,414,784
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet4,995,083
Less: allowance for doubtful accounts bullet0 4,995,083 4,995,083 4,995,083
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 156,727,328 Click to see attachment205,569,106 205,569,106
14 Land, buildings, and equipment: basis bullet40,220
Less: accumulated depreciation (attach schedule) bullet   47,333 Click to see attachment40,220 40,220
15 Other assets (describe bullet) Click to see attachment47,833 Click to see attachment47,833 Click to see attachment47,833
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 164,177,089 224,067,026 224,067,026
Liabilities 17 Accounts payable and accrued expenses.......... 2,041 1,984
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)......... 2,041 1,984
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........ 1,525 1,525
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 164,173,523 224,063,517
29 Total net assets or fund balances (see instructions)..... 164,175,048 224,065,042
30 Total liabilities and net assets/fund balances (see instructions). 164,177,089 224,067,026
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
164,175,048
2
Enter amount from Part I, line 27a .....................
2
12,586,509
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
47,303,485
4
Add lines 1, 2, and 3 ..........................
4
224,065,042
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
224,065,042
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 AG SUPER FUND (UBIT) P 2021-12-31 2021-12-31
b BAY POND PARTNERS (UBIT) P 2021-12-31 2021-12-31
c ENDEAVOUR CAPITAL FUND VI (UBIT) P 2021-12-31 2021-12-31
d FCA BERKSHIRE (UBIT) P 2021-12-31 2021-12-31
e SANDALWOOD SPECIAL CREDIT OPPS (UBIT) P 2021-12-31 2021-12-31
WA-ARES LLC (UBIT) P 2021-12-31 2021-12-31
WA PRIVATE EQUITY FUND V (UBIT) P 2021-12-31 2021-12-31
WA PRIVATE EQUITY FUND VI (UBIT) P 2021-12-31 2021-12-31
WA PRIVATE EQUITY FUND VII (UBIT) P 2021-12-31 2021-12-31
WA PRIVATE EQUITY FUND VIII (UBIT) P 2021-12-31 2021-12-31
WINDROSE ANR III FUND (UBIT) P 2021-12-31 2021-12-31
WINDROSE - CBREF (UBIT) P 2021-12-31 2021-12-31
WINDROSE - ENERGY FUND IV (UBIT) P 2021-12-31 2021-12-31
WINDROSE - KENNEDY LEWIS (UBIT) P 2021-12-31 2021-12-31
WINDROSE - SC II (UBIT) P 2021-12-31 2021-12-31
WINDROSE - VHW FUND (UBIT) P 2021-12-31 2021-12-31
WINDROSE - RREF II LLC (UBIT) P 2021-12-31 2021-12-31
WINDROSE CHIP FUND (UBIT) P 2021-12-31 2021-12-31
AG SUPER FUND LP (PER K-1) P 2021-12-31 2021-12-31
BAY POND PARTNERS LP (PER K-1) P 2021-12-31 2021-12-31
CARMEL PARTNERS INVESTMENT FUND IV (PER K-1) P 2021-12-31 2021-12-31
CARMEL PARTNERS INVESTMENT FUND V (PER K-1) P 2021-12-31 2021-12-31
CHARLES RIVER INSTITUATIONAL FUND II LP (PER K-1) P 2021-12-31 2021-12-31
CHARLES RIVER INSTITUATIONAL FUND III LP (PER K-1) P 2021-12-31 2021-12-31
DOMAIN ENVIRONMENTAL INVESTMENTS II, LP (PER K-1) P 2021-12-31 2021-12-31
DOMAIN TIMBER INVESTMENTS II, LP (PER K-1) P 2021-12-31 2021-12-31
DOMAIN TIMBER INVESTMENTS III, LP (PER K-1) P 2021-12-31 2021-12-31
ENDEAVOUR CAPITAL FUND VI, LP (PER K-1) P 2021-12-31 2021-12-31
FCA BERKSHIRE LLC (PER K-1) P 2021-12-31 2021-12-31
SANDALWOOD SPECIAL CREDIT OPPS (PER K-1) P 2021-12-31 2021-12-31
SHASTA VENTURES III LP (PER K-1) P 2021-12-31 2021-12-31
SHASTA VENTURES IV LP (PER K-1) P 2021-12-31 2021-12-31
WA - ADVENT VII, LLC (PER K-1) P 2021-12-31 2021-12-31
WA-ARES LLC (PER K-1) P 2021-12-31 2021-12-31
WA GLOBAL EQUITY FUND LLC (PER K-1) P 2021-12-31 2021-12-31
WA PRIVATE EQUITY FUND IX LLC (PER K-1) P 2021-12-31 2021-12-31
WA PRIVATE EQUITY FUND V LLC (PER K-1) P 2021-12-31 2021-12-31
WA PRIVATE EQUITY FUND VI LLC (PER K-1) P 2021-12-31 2021-12-31
WA PRIVATE EQUITY FUND VII LLC (PER K-1) P 2021-12-31 2021-12-31
WA PRIVATE EQUITY FUND VIII LLC (PER K-1) P 2021-12-31 2021-12-31
WA PRIVATE EQUITY FUND X LLC (PER K-1) P 2021-12-31 2021-12-31
WELLINGTON TRUST COMPANY (PER K-1) P 2021-12-31 2021-12-31
WINDROSE - AC VI LLC (PER K-1) P 2021-12-31 2021-12-31
WINDROSE - ANR FUND LLC (PER K-1) P 2021-12-31 2021-12-31
WINDROSE - ANR III FUND LLC (PER K-1) P 2021-12-31 2021-12-31
WINDROSE - AV LLC (PER K-1) P 2021-12-31 2021-12-31
WINDROSE - CBREF LLC (PER K-1) P 2021-12-31 2021-12-31
WINDROSE - EAF VII, LLC (PER K-1) P 2021-12-31 2021-12-31
WINDROSE - ECF XI LLC (PER K-1) P 2021-12-31 2021-12-31
WINDROSE - ENERGY FUND IV LLC (PER K-1) P 2021-12-31 2021-12-31
WINDROSE - FB LENDING POOL III LLC (PER K-1) P 2021-12-31 2021-12-31
WINDROSE - IVP XIV LLC (PER K-1) P 2021-12-31 2021-12-31
WINDROSE - IVP XV LLC (PER K-1) P 2021-12-31 2021-12-31
WINDROSE - KENNEDY LEWIS LLC (PER K-1) P 2021-12-31 2021-12-31
WINDROSE - MCP IV LLC (PER K-1) P 2021-12-31 2021-12-31
WINDROSE - MEP IV LLC (PER K-1) P 2021-12-31 2021-12-31
WINDROSE - NED LITTLE ROCK LLC (PER K-1) P 2021-12-31 2021-12-31
WINDROSE - OVP IV LLC (PER K-1) P 2021-12-31 2021-12-31
WINDROSE - RREF II LLC (PER K-1) P 2021-12-31 2021-12-31
WINDROSE - SC II LLC (PER K-1) P 2021-12-31 2021-12-31
WINDROSE - TB IV LLC (PER K-1) P 2021-12-31 2021-12-31
WINDROSE - VWH FUND LLC (PER K-1) P 2021-12-31 2021-12-31
WINDROSE - XPE VI LLC (PER K-1) P 2021-12-31 2021-12-31
WINDROSE CHIP FUND LLC (PER K-1) P 2021-12-31 2021-12-31
WINDROSE - LATERAL LLC (PER K-1) P 2021-12-31 2021-12-31
WINDROSE WRPV XIII LLC (PER K-1) P 2021-12-31 2021-12-31
ALTIMETER PARTNERS FUND LP (PER K-1) P 2021-12-31 2021-12-31
CENTERBRIDGE CREDIT PARTNERS TE LP (PER K-1) P 2021-12-31 2021-12-31
RIVERSIDE FUND V CF-B (PER K-1) P 2021-12-31 2021-12-31
BNY MELLON -7498 P 2021-12-31 2021-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a       -5,208
b       -1,328,023
c       -84,278
d       -153,000
e       -35,786
      2,152
      -14,457
      24
      822
      -51,832
      -29,968
      -10,275
      299,614
      -117
      -45,490
      -108,543
      -114,829
      -50,474
      147,313
      703,417
      1,163,191
      215,905
      147,507
      800,801
      -1,061
      -20,955
      104,264
      1,416,627
      401,829
      980,720
      2,517
      98,016
      299,693
      494,376
      1,959,289
      -480
      1,410,655
      836,414
      81,713
      597,616
      1,705
      5
      53,261
      219,545
      34,562
      -11,968
      121,398
      600,102
      10,121
      -220,136
      -3,623
      197,452
      1,875,497
      91,827
      -127,165
      218,547
      -11,657
      844,429
      459,644
      1,016,806
      72,432
      108,543
      154,414
      30,378
      98,623
      70,910
      1,215,036
      23,367
      141,857
1,764,979   1,753,125 11,854
11,607     11,607
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       -5,208
b       -1,328,023
c       -84,278
d       -153,000
e       -35,786
      2,152
      -14,457
      24
      822
      -51,832
      -29,968
      -10,275
      299,614
      -117
      -45,490
      -108,543
      -114,829
      -50,474
      147,313
      703,417
      1,163,191
      215,905
      147,507
      800,801
      -1,061
      -20,955
      104,264
      1,416,627
      401,829
      980,720
      2,517
      98,016
      299,693
      494,376
      1,959,289
      -480
      1,410,655
      836,414
      81,713
      597,616
      1,705
      5
      53,261
      219,545
      34,562
      -11,968
      121,398
      600,102
      10,121
      -220,136
      -3,623
      197,452
      1,875,497
      91,827
      -127,165
      218,547
      -11,657
      844,429
      459,644
      1,016,806
      72,432
      108,543
      154,414
      30,378
      98,623
      70,910
      1,215,036
      23,367
      141,857
      11,854
      11,607
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 17,419,072
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 214,315
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- ..... 5 214,315
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 149,992
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 175,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 324,992
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 10 110,677
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet110,677 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
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 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 addressbulletWWW.PPFFOUND.ORG
    14
    The books are in care ofbulletPAUL FIREMAN Telephone no.bullet (617) 482-5620

    Located atbullet800 SOUTH ST SUITE 600WALTHAMMA ZIP+4bullet02453
    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
    Yes
     
    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
     
    No
    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)
    Yes
     
    (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
     
    No
    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
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    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
    PAUL FIREMAN TRUSTEE
    0.50     		0 0 0
    800 SOUTH ST SUITE 600
    WALTHAM,MA02453
    PHYLLIS FIREMAN TRUSTEE
    0.50     		0 0 0
    800 SOUTH ST SUITE 600
    WALTHAM,MA02453
    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
    WINDROSE ADVISORS INVESTMENT ADVISORY 561,886
    800 SOUTH ST SUITE 600
    WALTHAM,MA02453
    MOTT PHILANTHROPIC LLC CHARITABLE ADVISORY 100,000
    800 BOYLSTON ST SUITE 1560
    BOSTON,MA02199
    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 LOAN TO HOME FUNDERS COLLABORATIVE LLC - THE HOME FUNDERS MISSION IS TO SUPPORT THE CREATION OF HOUSING FOR EXTREMELY LOW-INCOME FAMILIES IN A MIXED INCOME HOUSING ENVIRONMENT. 0
    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
    188,815,220
    b
    Average of monthly cash balances.......................
    1b
    7,802,734
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    196,617,954
    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
    196,617,954
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,949,269
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    193,668,685
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    9,683,434
    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
    9,683,434
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    214,315
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    214,315
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    9,469,119
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    9,469,119
    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
    9,469,119
    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 9,469,119
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 4,526,971
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,853,670
    a Applied to 2020, but not more than line 2a 4,526,971
    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..... 326,699
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		9,142,420
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    PAUL FIREMAN
    PHYLLIS FIREMAN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALLIANCE TO PROTECT NANTUCKET SOUND
    4 BARNSTABLE ROAD
    HYANNIS,MA02601     		NONE PC FOR DONEE'S EXEMPT PURPOSE 5,000
    ARTISTS FOR HUMANITY
    100 WEST SECOND STREET - 2ND FLOOR
    BOSTON,MA02127     		NONE PC FOR DONEE'S EXEMPT PURPOSE 10,000
    BARNSTABLE CLEAN WATER COALITION
    PO BOX 215
    OSTERVILLE,MA02655     		NONE PC FOR DONEE'S EXEMPT PURPOSE 5,000
    BEAVER COUNTRY DAY SCHOOL (FOUNDATION)
    791 HAMMOND STREET
    CHESTNUT HILL,MA02467     		NONE PC FOR DONEE'S EXEMPT PURPOSE 1,000
    BOYS AND GIRLS CLUB BOSTON
    200 HIGH STREET 3RD FLR
    BOSTON,MA02110     		NONE PC FOR DONEE'S EXEMPT PURPOSE 5,000
    BRIGHAM AND WOMEN'S HOSPITAL
    116 HUNTINGTON AVENUE 5TH FLOOR
    BOSTON,MA02116     		NONE PC FOR DONEE'S EXEMPT PURPOSE 10,000
    CAMBODIAN CHILDRENS FUND
    2461 SANTA MONICA BLVD PMB
    SANTA MONICA,CA90404     		NONE PC FOR DONEE'S EXEMPT PURPOSE 25,000
    CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON INC
    275 WEST BROADWAY
    SOUTH BOSTON,MA02127     		NONE PC FOR DONEE'S EXEMPT PURPOSE 5,000
    CENTRAL MA FOOD RESCUE
    4 WHISPERING PINE DRIVE
    WESTBOROUGH,MA01581     		NONE PC FOR DONEE'S EXEMPT PURPOSE 2,500
    CROHN'S & COLITIS FOUNDATION
    733 THIRD AVENUE SUITE 510
    NEW YORK,NY10017     		NONE PC FOR DONEE'S EXEMPT PURPOSE 5,000
    DANA FARBER CANCER INSTITUTE
    450 BROOKLINE AVENUE
    BOSTON,MA02215     		NONE PC FOR DONEE'S EXEMPT PURPOSE 110,000
    ELON UNIVERSITY
    PO BOX 398
    ELON,NC27244     		NONE PC FOR DONEE'S EXEMPT PURPOSE 25,000
    EMORY UNIVERSITY (FOUNDATION)
    201 DOWMAN DRIVE
    ATLANTA,GA30322     		NONE PC FOR DONEE'S EXEMPT PURPOSE 275,000
    FAMILY REACH FOUNDATION
    142 BERKELEY STREET 4 FL
    BOSTON,MA02116     		NONE PC FOR DONEE'S EXEMPT PURPOSE 25,000
    HURLEY FAMILY FOUNDATION INC
    174 WASHINGOTN ST
    JERSEY CITY,NJ07302     		NONE POF FOR DONEE'S EXEMPT PURPOSE 125,000
    INSTITUTE OF CONTEMPORARY ART
    25 HARBOR SHORE DRIVE
    BOSTON,MA02210     		NONE PC FOR DONEE'S EXEMPT PURPOSE 200,000
    JEWISH BIG BROTHER & BIG SISTER ASSOCIATION OF GREATER BOSTON
    333 NAHANTON STREET
    NEWTON,MA02459     		NONE PC FOR DONEE'S EXEMPT PURPOSE 10,000
    JEWISH FEDERATION OF PALM BEACH COUNTY
    4601 COMMUNITY DR
    WEST PALM BEACH,FL33417     		NONE PC FOR DONEE'S EXEMPT PURPOSE 50,000
    KISMET OF KINGS A NJ NONPROFIT COMPANY
    PO BOX 24030
    JERSEY CITY,NJ07302     		NONE PC FOR DONEE'S EXEMPT PURPOSE 52,400
    LIBERTY SCIENCE CENTER
    222 JERSEY CITY BOULEVARD
    JERSEY CITY,NJ07305     		NONE PC FOR DONEE'S EXEMPT PURPOSE 325,000
    MAKE A WISH FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND INC
    133 FEDERAL STREET 2ND FLOOR
    BOSTON,MA02110     		NONE PC FOR DONEE'S EXEMPT PURPOSE 5,000
    NATIONAL OUTDOOR LEADERSHIP SCHOOL
    284 LINCOLN ST
    LANDER,WY82520     		NONE PC FOR DONEE'S EXEMPT PURPOSE 2,500
    ONE FAMILY INC
    423 WEST BROADWAY SUITE 402
    SOUTH BOSTON,MA02127     		NONE PC FOR DONEE'S EXEMPT PURPOSE 812,000
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    1033 MASSACHUSETTS AVE STE 3
    CAMBRIDGE,MA02138     		NONE PC FOR DONEE'S EXEMPT PURPOSE 250,000
    QUA CREATIVE KIDZ
    707 ALLEN RD
    HACKETTSTOWN,NJ07849     		NONE PC FOR DONEE'S EXEMPT PURPOSE 10,000
    RIVERS SCHOOL CORPORATION
    333 WINTER STREET
    WESTON,MA02493     		NONE PC FOR DONEE'S EXEMPT PURPOSE 250,000
    SHE IS INCORPORATED
    161 HIGHLAND AVENUE
    JERSEY CITY,NJ07304     		NONE PC FOR DONEE'S EXEMPT PURPOSE 21,650
    TABOR ACADEMY (FOUNDATION)
    235 FRONT ST
    MARION,MA02738     		NONE PC FOR DONEE'S EXEMPT PURPOSE 125,000
    TEAM IMPACT
    3 BATTERYMARCH PARK 5TH FLOOR
    QUINCY,MA02169     		NONE PC FOR DONEE'S EXEMPT PURPOSE 75,000
    TEAM WALKER INC
    373 COMMUNIPAW AVENUE
    JERSEY CITY,NJ07304     		NONE PC FOR DONEE'S EXEMPT PURPOSE 22,000
    TEMPLE BETH ELOHIM
    10 BETHEL ROAD
    WELLESLEY,MA024813595     		NONE PC FOR DONEE'S EXEMPT PURPOSE 30,000
    TENACRE COUNTRY DAY SCHOOL (FOUNDATION)
    78 BENVENUE STREET
    WELLESLEY,MA02482     		NONE PC FOR DONEE'S EXEMPT PURPOSE 20,000
    THE B FUND INC
    PO BOX 81254
    WELLESLEY HILLS,MA02481     		NONE PC FOR DONEE'S EXEMPT PURPOSE 10,000
    THE BOSTON FOUNDATION
    75 ARLINGTON STREET
    BOSTON,MA02116     		NONE PC FOR DONEE'S EXEMPT PURPOSE 25,000
    THE FESSENDEN SCHOOL
    250 WALTHAM STREET
    WEST NEWTON,MA02465     		NONE PC FOR DONEE'S EXEMPT PURPOSE 1,000
    THE FOOD BANK OF WESTERN MASSACHUSETTS INC
    97 NORTH HATFIELD ROAD
    HATFIELD,MA01038     		NONE PC FOR DONEE'S EXEMPT PURPOSE 25,000
    THE GREATER BOSTON FOOD BANK
    70 SOUTH BAY AVENUE
    BOSTON,MA02118     		NONE PC FOR DONEE'S EXEMPT PURPOSE 25,000
    TRUSTEES OF UNION COLLEGE
    807 UNION STREET
    SCHNECTADY,NY12308     		NONE PC FOR DONEE'S EXEMPT PURPOSE 25,000
    WILLOW HILL SCHOOL
    98 HAYNES ROAD
    SUDBURY,MA01776     		NONE PC FOR DONEE'S EXEMPT PURPOSE 20,000
    WORCESTER COUNTY FOOD BANK INC
    474 BOSTON TURNPIKE
    SHREWSBURY,MA01545     		NONE PC FOR DONEE'S EXEMPT PURPOSE 25,000
    BABSON COLLEGE
    231 FOREST ST
    BABSON PARK,MA02457     		NONE PC FOR DONEE'S EXEMPT PURPOSE 125,000
    BETH ISRAEL DEACONNESS HOSPITAL-NEEDAM
    148 CHESTNUT ST
    NEEDHAM,MA02492     		NONE PC FOR DONEE'S EXEMPT PURPOSE 2,400
    BOYS & GIRLS CLUB OF BROCKTON
    233 WARREN AVE
    BROCKTON,MA02301     		NONE PC FOR DONEE'S EXEMPT PURPOSE 5,000
    JOY TEMPLE OF DELIVERANCE II INC
    335 PACIFIC AVE
    JERSEY CITY,NJ073043711     		NONE PC FOR DONEE'S EXEMPT PURPOSE 10,000
    MANNA FROM HEAVEN
    300 BRIDGEWAY CIRCLE
    NASHVILLE,TN37211     		NONE PC FOR DONEE'S EXEMPT PURPOSE 10,000
    MOTHER TO MOTHER INC
    478 ALLIED DRIVE STE 104
    NASHVILLE,TN37211     		NONE PC FOR DONEE'S EXEMPT PURPOSE 5,000
    NOMI NETWORK INC
    PO BOX 42
    NEW YORK,NY10156     		NONE PC FOR DONEE'S EXEMPT PURPOSE 5,000
    STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
    2361 HYLAND BOULEVARD
    STATEN ISLAND,NY10306     		NONE PC FOR DONEE'S EXEMPT PURPOSE 10,000
    STEPPINGSTONE FOUNDATION INC
    ONE APPLETON STREET 4TH FLOOR
    BOSTON,MA02116     		NONE PC FOR DONEE'S EXEMPT PURPOSE 10,000
    STORYVILLE CENTER FOR THE SPOKEN WORD INC
    75 BROAD ST STE 2601
    NEW YORK,NY100042482     		NONE PC FOR DONEE'S EXEMPT PURPOSE 25,000
    THE FIRST TEE
    425 SOUTH LEGACY TRAIL
    ST AUGUSTINE,FL32092     		NONE PC FOR DONEE'S EXEMPT PURPOSE 200,000
    THE LEUKEMIA & LYMPHOMA SOCIETY (LLS)
    3 INTERNATIONAL DRIVE SUITE 200
    RYE BROOK,NY10573     		NONE PC FOR DONEE'S EXEMPT PURPOSE 10,000
    WOMEN'S LUNCH PLACE
    PO BOX 170900
    BOSTON,MA02117     		NONE PC FOR DONEE'S EXEMPT PURPOSE 1,000
    THE PEOPLE'S PARK FOUNDATION
    344 GROVE ST STE 828
    JERSEY CITY,NJ07302     		NONE PC FOR DONEE'S EXEMPT PURPOSE 1,100,000
    TILTON SCHOOL
    30 SCHOOL ST
    TILTON,NH03276     		NONE PC FOR DONEE'S EXEMPT PURPOSE 5,000
    Total .................................bullet 3a 4,573,450
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 931  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		523000 1,729,668 18 17,419,072  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aAG SUPER FUND     		523000 22,261 14 231,638  
    bBAY POND PARTNERS 523000 62,984 14 -22,349  
    cCARMEL PARTNERS INVESTMENT FUND IV     14 68,358  
    dCARMEL PARTNERS INVESTMENT FUND V, LP 523000 -122 14 6,158  
    eCENTERBRIDGE CREDIT PARTNERS TE LP     14 36,709  
    fCHARLES RIVER INSTITUTIONAL FUND II LP     14 -54,488  
    gCHARLES RIVER INSTITUTIONAL FUND III LP     14 -32,903  
    hCHARLES RIVER INSTITUTIONAL FUND IV LP 523000 -3 14 -14,195  
    iDOMAIN ENVIRONMENTAL INVESTMENTS II LP 523000 -42,729 14 582  
    jDOMAIN TIMBER INVESTMENTS II LP     14 -2,131  
    kDOMAIN TIMBER INVESTMENTS III LP     14 -16,420  
    lENDEAVOUR CAPITAL FUND VI 523000 135,455 14 -11,043  
    mFCA BERKSHIRE 523000 29,374 14 6,222  
    nFCA ELEMENT 501C3 LLC 523000 57 14 92,818  
    oHOME FUNDERS COLLABORATIVE     14 -299  
    pND BURLINGTON SOUTH AVENUE     14 438,488  
    qND WOODLAND STATION II LLC     14 -1,762,830  
    rPATHAWAY INVESTOR KENTWOOD     14 -575,509  
    sPATHWAY RN CO-INVESTMENT FUND     14 -23,640  
    tRIVERSIDE FUND V OFFSHORE     14 -7,893  
    12 Subtotal. Add columns (b), (d), and (e) .. 2,029,368 16,070,381 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    18,099,749
    (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

    TY 2021 AccountingFeesSchedule
    Name:
    PAUL & PHYLLIS FIREMAN CHARITABLE
     
    FOUNDATION
    EIN:
    22-2677986
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 38,000 19,000   19,000

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

    TY 2021 DepreciationSchedule
    Name:
    PAUL & PHYLLIS FIREMAN CHARITABLE
     
    FOUNDATION
    EIN:
    22-2677986
    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 IMPROVEMENTS   51,186 26,873   0 % 3,839 0    
    FURNITURE & FIXTURES   49,363 25,914   0 % 3,702 0    
    IT RELATED IMPROVEMENTS   8,545 8,545   0 % 0 0    

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

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    PAUL & PHYLLIS FIREMAN CHARITABLE
     
    FOUNDATION
    EIN:
    22-2677986
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    THE HURLEY FAMILY FOUNDATION
          		174 WASHINGTON STREET
    JERSEY CITY,NJ07302     		2021-11-05 125,000 TO SUPPORT THE FREE BASKETBALL PROGRAM RUN BY THE HURLEY FAMILY FOUNDATION FOR STUDENTS IN 3RD THROUGH 12TH GRADE IN JERSEY CITY.   NO PART OF THE GRANT WAS USED FOR OTHER THAN CHARITABLE PURPOSES. NO REPORT RECEIVED AS OF 12/31/21    
    HOME FUNDERS COLLABORATIVE LLC (HOME FUNDERS)
          		240 NEWBURY STREET 2ND FLOOR
    BOSTON,MA02116     		2004-10-29 4,995,085 THE HOME FUNDERS MISSION IS TO SUPPORT THE CREATION OF HOUSING FOR EXTREMELY LOW-INCOME FAMILIES IN A MIXED INCOME HOUSING ENVIRONMENT. THE INVESTMENTS HAVE VARYING TERMS (5 YEARS, 10 YEARS, AND 20 YEARS) FOR AMOUNTS TOTALING UP TO $5 MILLION, FOR WHICH THE FIRST CAPITAL CALL WAS PAID IN 2003. FUNDS ARE DISBURSED TO HOME FUNDERS AS REAL ESTATE CLOSINGS OCCUR, WHICH SUBSEQUENTLY FLOW TO FINANCE PERMANENT LOANS TO AN AFFORDABLE HOUSING PROJECT.REPORTS OF AMOUNTS EXPENDED:HOME FUNDS SUBMITTED A COMPLETE REPORT ON OR ABOUT THE FOLLOWING DATES IN 2021 OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES: 3/31/2021, 6/30/2021, 9/30/2021, AND 12/31/2021. THIS ABOVE INVESTMENTS REMAINED ON THE FOUNDATION'S BOOKS AS OF 12/31/2021.   NO PART OF THE GRANT WAS USED FOR OTHER THAN CHARITABLE PURPOSES. 3/31/21, 6/30/21, 9/30/21, 12/31/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.

    TY 2021 InvestmentsOtherSchedule2
    Name:
    PAUL & PHYLLIS FIREMAN CHARITABLE
     
    FOUNDATION
    EIN:
    22-2677986
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AG SUPER FUND LP FMV 1,469,579 1,469,579
    ALTIMETER PARTNERS FUND LP FMV 7,744,524 7,744,524
    BAY POND PARTNERS, LP FMV 3,601,083 3,601,083
    CAI HEDGE FUND (SKYBRIDGE) FMV 164,009 164,009
    CANYON BALANCED FUND (CAYMAN) LTD FMV 18,963 18,963
    CARMEL PARTNERS INVESTMENT FUND IV, LP FMV 480,427 480,427
    CARMEL PARTNERS INVESTMENT FUND V, LP FMV 1,017,096 1,017,096
    CARMEL PARTNERS INVESTMENT FUND VII, L.P. FMV 232,042 232,042
    CENTERBRIDGE CREDIT PARTNERS TE LP FMV 846,141 846,141
    CENTERBRIDGE PARTNERS REAL ESTATE FUND, L.P. FMV 1,549,386 1,549,386
    CHARLES RIVER INSTITUTIONAL FUND II LP FMV 2,853,037 2,853,037
    CHARLES RIVER INSTITUTIONAL FUND III LP FMV 1,205,709 1,205,709
    CHARLES RIVER REALTY FUND IV LP FMV 119,274 119,274
    CROSSHARBOR INSTITUTIONAL PARTNERS 2018, L.P. FMV 871,939 871,939
    CVC INTERNATIONAL (CAYMAN OFF) FMV 345,828 345,828
    DOMAIN ENVIRONMENTAL INVESTMENTS II, LP FMV 1,016,028 1,016,028
    DOMAIN TIMBER INVESTMENTS II LP FMV 113,247 113,247
    DOMAIN TIMBER INVESTMENTS III, LP FMV 770,428 770,428
    EGERTON EUROPEAN DOLLAR FUND LTD FMV 3,268,739 3,268,739
    ENDEAVOUR CAPITAL FUND VI, LP FMV 1,010,893 1,010,893
    FCA BERKSHIRE, LLC FMV 701,879 701,879
    FIRST BOSTON BRIDGE LENDING POOL III CO-INVEST, LLC FMV 39 39
    LION POINT INTERNATIONAL FMV 2,430,558 2,430,558
    MATRIX CAPITAL OFFSHORE FUND FMV 5,254,745 5,254,745
    NBW CAPITAL FMV 1,505,981 1,505,981
    ND BURLINGTON SOUTH AVENUE LLC FMV 2,937,947 2,937,947
    ND WOODLAND STATION II FMV 4,680,000 4,680,000
    PATHWAY INVESTOR KENTWOOD LLC FMV 1,116,761 1,116,761
    PATHWAY RN CO-INVESTMENT FUND FMV 195,075 195,075
    PERELLA WEINBER ASSET BASED VAL FMV 311,671 311,671
    RIVERSIDE FUND V OFFSHORE, LP FMV 95,576 95,576
    SACHEM HEAD LP FMV 27,396 27,396
    SANDALWOOD CREDIT OPPORTUNITIES FMV 10,143,875 10,143,875
    SHASTA VENTURES III, LP FMV 1,984,645 1,984,645
    SHASTA VENTURES IV, LP FMV 1,515,691 1,515,691
    SPINNAKER GLOBAL EM FUND FMV 3,201,212 3,201,212
    SRI ELEVEN REIT FMV 1,191,045 1,191,045
    TURNING ROCK FUND I LP FMV 376,972 376,972
    WA GLOBAL EQUITY FUND LLC FMV 27,014,489 27,014,489
    WA PRIVATE EQUITY FUND IX, LLC FMV 4,294,951 4,294,951
    WA PRIVATE EQUITY FUND V LLC FMV 15,268,791 15,268,791
    WA PRIVATE EQUITY FUND VI LLC FMV 11,994,265 11,994,265
    WA PRIVATE EQUITY FUND VII, LLC FMV 7,161,232 7,161,232
    WA PRIVATE EQUITY FUND VIII, LLC FMV 5,923,755 5,923,755
    WA-ARES LLC FMV 1,274,680 1,274,680
    WINDROSE - AC VI LLC FMV 2,666,196 2,666,196
    WINDROSE - ADVENT VII, LLC FMV 499,858 499,858
    WINDROSE - ANR FUND LLC FMV 642,894 642,894
    WINDROSE - ANR III FUND LLC FMV 400,818 400,818
    WINDROSE - AV LLC FMV 6,519,831 6,519,831
    WINDROSE - ECF XI LLC FMV 796,365 796,365
    WINDROSE - ENERGY FUND IV LLC FMV 2,208,153 2,208,153
    WINDROSE - FB LENDING POOL III LLC FMV 74 74
    WINDROSE - IVP XIV LLC FMV 2,189,729 2,189,729
    WINDROSE - IVP XV LLC FMV 2,966,485 2,966,485
    WINDROSE - KENNEDY LEWIS LLC FMV 656,261 656,261
    WINDROSE - LATERAL LLC FMV 1,484,440 1,484,440
    WINDROSE - MCP IV LLC FMV 3,294,237 3,294,237
    WINDROSE - MEP IV LLC FMV 1,037,868 1,037,868
    WINDROSE - ND MIDTOWN LLC FMV 1,547,257 1,547,257
    WINDROSE - OVP IV LLC FMV 2,188,729 2,188,729
    WINDROSE - RREF II LLC FMV 1,975,902 1,975,902
    WINDROSE - SC II LLC FMV 894,691 894,691
    WINDROSE - TB IV LLC FMV 1,506,958 1,506,958
    WINDROSE - VWH FUND LLC FMV 991,437 991,437
    WINDROSE - XPE VI LLC FMV 493,120 493,120
    WINDROSE EAF VII FMV 1,421,083 1,421,083
    WINDROSE OPPORTUNITIES FUND (VIRGINIAN) FMV 506,536 506,536
    WINDROSE WRPV XIII LLC FMV 2,577,648 2,577,648
    WINDROSE WRPV XIV LLC FMV 447,906 447,906
    BRANDYWINE GLOBAL FIXED INCOME FMV 540,517 540,517
    WA MARKET DIRECTIONAL HEDGE FUND LLC FMV 2,992,819 2,992,819
    ND UNICORN LLC FMV 1,250,000 1,250,000
    WA REAL ASSETS FUND LLC FMV 2,041,897 2,041,897
    WA ABSOLUTE RETURN HEDGE FUND LLC FMV 2,330,309 2,330,309
    FCA ELEMENT 501C3 LLC FMV 9,334,714 9,334,714
    WA OPPORTUNITIES FUND LLC (EXABEAM) FMV 729,615 729,615
    FIRST BOSTON BRIDGE LENDING POOL IV LLC FMV 800,000 800,000
    WA PRIVATE EQUITY FUND X LLC FMV 1,151,095 1,151,095
    EDISON PARTNERS X FMV 410,692 410,692
    ARTISAN GLOBAL OPPTY INV FMV 667,393 667,393
    OAKMARK GLOBAL SELECT FUND INV FMV 662,985 662,985
    BALTER INVENOMIC FUND FMV 558,963 558,963
    FPA CRESCENT FUND FMV 507,410 507,410
    DOUBLELINE TOTAL RETURN BOND FUND FMV 2,374,618 2,374,618

    TY 2021 LandEtcSchedule2
    Name:
    PAUL & PHYLLIS FIREMAN CHARITABLE
     
    FOUNDATION
    EIN:
    22-2677986
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LEASEHOLD IMPROVEMENTS 51,186 30,712 20,474  
    FURNITURE & FIXTURES 49,363 29,616 19,747  
    IT RELATED IMPROVEMENTS 8,545 8,545 0  


    TY 2021 LegalFeesSchedule
    Name:
    PAUL & PHYLLIS FIREMAN CHARITABLE
     
    FOUNDATION
    EIN:
    22-2677986
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 11,246 0   11,246


    TY 2021 OtherAssetsSchedule
    Name:
    PAUL & PHYLLIS FIREMAN CHARITABLE
     
    FOUNDATION
    EIN:
    22-2677986
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT 47,833 47,833 47,833


    TY 2021 OtherExpensesSchedule
    Name:
    PAUL & PHYLLIS FIREMAN CHARITABLE
     
    FOUNDATION
    EIN:
    22-2677986
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 353 353   0
    COMPUTER SERVICES 3,000 0   3,000
    DUES & SUBSCRIPTIONS 12,321 0   12,321
    INSURANCE 8,567 0   8,567
    OFFICE EXPENSES 2,668 0   2,668
    OTHER EXPENSE 266 0   266
    PAYROLL SERVICE CHARGES 905 0   905
    SUPPLIES & POSTAGE 2,083 0   2,083
    UTILITIES 4,755 0   4,755


    TY 2021 OtherIncomeSchedule2
    Name:
    PAUL & PHYLLIS FIREMAN CHARITABLE
     
    FOUNDATION
    EIN:
    22-2677986
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    AG SUPER FUND 253,899 231,638 253,899
    BAY POND PARTNERS 40,635 -22,349 40,635
    CARMEL PARTNERS INVESTMENT FUND IV 68,358 68,358 68,358
    CARMEL PARTNERS INVESTMENT FUND V, LP 6,036 6,158 6,036
    CENTERBRIDGE CREDIT PARTNERS TE LP 36,709 36,709 36,709
    CHARLES RIVER INSTITUTIONAL FUND II LP -54,488 -54,488 -54,488
    CHARLES RIVER INSTITUTIONAL FUND III LP -32,903 -32,903 -32,903
    CHARLES RIVER INSTITUTIONAL FUND IV LP -14,198 -14,195 -14,198
    DOMAIN ENVIRONMENTAL INVESTMENTS II LP -42,147 582 -42,147
    DOMAIN TIMBER INVESTMENTS II LP -2,131 -2,131 -2,131
    DOMAIN TIMBER INVESTMENTS III LP -16,420 -16,420 -16,420
    ENDEAVOUR CAPITAL FUND VI 124,412 -11,043 124,412
    FCA BERKSHIRE 35,596 6,222 35,596
    FCA ELEMENT 501C3 LLC 92,875 92,818 92,875
    HOME FUNDERS COLLABORATIVE -299 -299 -299
    ND BURLINGTON SOUTH AVENUE 438,488 438,488 438,488
    ND WOODLAND STATION II LLC -1,762,830 -1,762,830 -1,762,830
    PATHAWAY INVESTOR KENTWOOD -575,509 -575,509 -575,509
    PATHWAY RN CO-INVESTMENT FUND -23,640 -23,640 -23,640
    RIVERSIDE FUND V OFFSHORE -7,893 -7,893 -7,893
    SANDALWOOD SPECIAL CREDIT OPPORTUNITIES 49,500 52,577 49,500
    SHASTA VENTURES III -12,872 -12,872 -12,872
    SHASTA VENTURES IV -34,025 -34,025 -34,025
    WA ARES LLC 6,687 11,863 6,687
    WA GLOBAL EQUITY FUND LLC 939,373 939,373 939,373
    WA PRIVATE EQUITY FUND V LLC -57,954 -53,570 -57,954
    WA PRIVATE EQUITY FUND VI LLC -160,008 -159,133 -160,008
    WA PRIVATE EQUITY FUND VII LLC -147,680 -147,810 -147,680
    WA PRIVATE EQUITY FUND VIII LLC 450 -40,403 450
    WA PRIVATE EQUITY FUND X LLC -36,393 -33,766 -36,393
    WELLINGTON TRUST COMPANY, NA 35 35 35
    WINDROSE - AC VI LLC -42,927 -42,927 -42,927
    WINDROSE - ADVENT VII 10,401 10,401 10,401
    WINDROSE - ANR FUND LLC 24,875 24,875 24,875
    WINDROSE - ANR III FUND LLC -2,160 -4,544 -2,160
    WINDROSE - AV LLC -18,500 -18,500 -18,500
    WINDROSE - CBREF LLC 57,951 57,533 57,951
    WINDROSE - CHIP FUND LLC - 531110 43,449 16,733 43,449
    WINDROSE - CP FUND LLC -6,017 -5,439 -6,017
    WINDROSE - EAF VII LLC 182,545 12,431 182,545
    WINDROSE - ECF XI LLC -74,205 14,003 -74,205
    WINDROSE - ENERGY FUND IV LLC 121,984 39,996 121,984
    WINDROSE - FB LENDING POOL III 157 3,216 157
    WINDROSE - IVP XIV LLC -32,162 -32,162 -32,162
    WINDROSE - IVP XV -34,433 -34,433 -34,433
    WINDROSE - KENNEDY LEWIS LLC 151,102 151,249 151,102
    WINDROSE - MCP IV LLC -29,993 -29,993 -29,993
    WINDROSE - MEP IV LLC 19,007 21,940 19,007
    WINDROSE - ND MIDTOWN -12,548 -1,728 -12,548
    WINDROSE - NED LITTLE ROCK LLC -9,915 -9,915 -9,915
    WINDROSE - OPPORTUNITIES FUND LLC 56,792 56,792 56,792
    WINDROSE - OVP IV 139,420 139,420 139,420
    WINDROSE - RREF II LLC -40,300 -7,699 -40,300
    WINDROSE - SC II LLC -85,995 -22,568 -85,995
    WINDROSE - TB IV 31,237 31,192 31,237
    WINDROSE - VWH FUND LLC -89,729 2 -89,729
    WINDROSE - WRPV XIII LLC -461 -461 -461
    WINDROSE - WRPV XIV LLC -23,216 -23,216 -23,216
    WINDROSE - XPE VI LLC -11,740 -11,740 -11,740
    WA PRIVATE EQUITY FUND IX LLC -105,129 -134,849 -105,129
    WINDROSE - FB LENDING POOL IV LLC 87,902 40,204 87,902
    WINDROSE - LATERAL LLC -83,919 -83,919 -83,919
    WINDROSE - ND UNICORN LLC -492,125 -492,125 -492,125
    WINDROSE - CO-INVEST EDISON SBT LLC -29 -29 -29


    TY 2021 OtherIncreasesSchedule
    Name:
    PAUL & PHYLLIS FIREMAN CHARITABLE
     
    FOUNDATION
    EIN:
    22-2677986
    Description Amount
    UNREALIZED INVESTMENT GAIN 47,235,030
    NONDIVIDEND DISTRIBUTION 68,455


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    PAUL & PHYLLIS FIREMAN CHARITABLE
     
    FOUNDATION
    EIN:
    22-2677986
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 579,329 579,329   0
    CONSULTING 100,000 0   100,000


    TY 2021 TaxesSchedule
    Name:
    PAUL & PHYLLIS FIREMAN CHARITABLE
     
    FOUNDATION
    EIN:
    22-2677986
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FORM MA PC FEES 35 0   35
    FOREIGN TAXES PAID 53,347 53,347   0