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 05-01-2021 , and ending 04-30-2022
Name of foundation
RICHARD & SUSAN SMITH FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)ONE NEWTON EXECUTIVE PARK 104
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWTON, MA02462
A Employer identification number

23-7090011
B Telephone number (see instructions)

(857) 404-0700
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$472,891,947J 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) 41,141,350
2 Check bullet.............
3 Interest on savings and temporary cash investments 367,410 342,820  
4 Dividends and interest from securities... 1,546,294 1,441,155  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 30,423,300
b Gross sales price for all assets on line 6a 58,038,350
7 Capital gain net income (from Part IV, line 2)... 26,066,650
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 4,877,412 5,077,007  
12 Total. Add lines 1 through 11........ 78,355,766 32,927,632  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 903,500 0   903,500
14 Other employee salaries and wages...... 111,070 0   111,070
15 Pension plans, employee benefits....... 252,796 0   252,796
16a Legal fees (attach schedule)......... Click to see attachment 10,576 0   10,576
b Accounting fees (attach schedule)....... Click to see attachment 60,951 30,476   30,475
c Other professional fees (attach schedule).... Click to see attachment 5,712,781 4,874,933   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 543,878 37,333   56,295
19 Depreciation (attach schedule) and depletion... Click to see attachment 740 0  
20 Occupancy.............. 204,047 0   204,047
21 Travel, conferences, and meetings....... 525 0   525
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 217,755 0   217,755
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,018,619 4,942,742   1,787,039
25 Contributions, gifts, grants paid....... 15,236,825 15,236,825
26 Total expenses and disbursements. Add lines 24 and 25 23,255,444 4,942,742   17,023,864
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 55,100,322
b Net investment income (if negative, enter -0-) 27,984,890
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,412,876 5,836,635 5,836,635
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) 367,621 Click to see attachment332,777 329,780
b Investments—corporate stock (attach schedule)....... 27,488,066 Click to see attachment27,488,053 32,469,996
c Investments—corporate bonds (attach schedule)....... 1,478,937 Click to see attachment1,316,376 1,308,263
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 255,033,617 Click to see attachment281,140,915 432,265,931
14 Land, buildings, and equipment: basis bullet139,974
Less: accumulated depreciation (attach schedule) bullet125,869 14,845 Click to see attachment14,105 14,105
15 Other assets (describe bullet) Click to see attachment667,237 Click to see attachment667,237 Click to see attachment667,237
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 287,463,199 316,796,098 472,891,947
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment25,000,000 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 25,000,000 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........ 262,463,199 316,796,098
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 262,463,199 316,796,098
30 Total liabilities and net assets/fund balances (see instructions). 287,463,199 316,796,098
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
262,463,199
2
Enter amount from Part I, line 27a .....................
2
55,100,322
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
31,787
4
Add lines 1, 2, and 3 ..........................
4
317,595,308
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
799,210
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
316,796,098
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 ABRAMS CAPITAL PARTNERS II P   2021-12-31
b BARRYS CORNER HOLDINGS LLC P   2021-12-31
c BAUPOST VALUE PARTNERS, L.P.-I P   2021-12-31
d BERKSHIRE FUND IX-A (IND), L.P. P   2021-12-31
e BERKSHIRE FUND IX-A IND VP AIV, L.P. P   2021-12-31
BRAZOS EQUITY FUND III, LP P   2021-12-31
BRIGHTSTAR CAPITAL PARTNERS QUALTEK LP P   2021-12-31
BRIGHTSTAR CAPITAL PARTNERS TEXAS WATER, L.P. P   2021-12-31
BCP AIV INVESTOR HOLDINGS-5, LP P   2021-12-31
BROOKSIDE CAPITAL PARTNERS FUND, L.P. P   2021-12-31
CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN EUROPE III P   2021-12-31
CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN X P   2021-12-31
CASDIN PRIVATE GROWTH EQUITY FUND, L.P. P   2021-12-31
CB OFFSHORE EQUITY FUND IX, LP P   2021-12-31
CB OFFSHORE EQUITY FUND VIII LP P   2021-12-31
CHARLESBANK EQUITY FUND VII, LP P   2021-12-31
CHARLES RIVER INSTITUTIONAL FUND II LP P   2021-12-31
CHARLES RIVER INSTITUTIONAL FUND III, L.P. P   2021-12-31
COLLAB+CONSUMER FUND I, LP P   2021-12-31
COLLABORATIVE IV, L.P. P   2021-12-31
ELEPHANT PARTNERS I LP P   2021-12-31
ELEPHANT PARTNERS II-B LP P   2021-12-31
ENERGY CAPITAL PARTNERS II-B, LP P   2021-12-31
FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP P   2021-12-31
HIGHFIELDS CAPITAL IV LP P   2021-12-31
HILLHOUSE FUND IV LP P   2021-12-31
HOLDCO OPPORTUNITIES FUND, LP P   2021-12-31
HOLDCO OPPORTUNITIES FUND II, LP P   2021-12-31
HOLDCO OPPORTUNITIES FUND III, L.P. P   2021-12-31
JMC PLATFORM FUND II-B LP P   2021-12-31
LEERINK REVELATION HEALTHCARE FUND II LP P   2021-12-31
LL MORTGAGE FUND LP P   2021-12-31
MARCUS CAPITAL PARTNERS FUND II, LP P   2021-12-31
MAVERON EQUITY PARTNERS VI, L.P. P   2021-12-31
MFN PARTNERS LP P   2021-12-31
MITHRIL LP P   2021-12-31
MITHRIL II LP P   2021-12-31
NALANDA INDIA EQUITY FUND LIMITED P   2021-12-31
NV PARTNERS IV LP P   2021-12-31
OAKTREE VALUE EQUITY FUND (DELAWARE), L.P. P   2021-12-31
PAR INVESTMENT PARTNERS, L.P. P   2021-12-31
PERMIT CAPITAL MORTGAGE FUND, L.P. - SERIES J P   2021-12-31
PERMIT CAPITAL MORTGAGE FUND, L.P. - SERIES K P   2021-12-31
QIMING US HEALTHCARE FUND II LP P   2021-12-31
QIMING US HEALTHCARE FUND LP P   2021-12-31
QIMING VENTURE PARTNERS FUND V LP P   2021-12-31
QIMING VENTURE PARTNERS VI, LP P   2021-12-31
QIMING VENTURE PARTNERS VII LP P   2021-12-31
RA CAPITAL HEALTHCARE FUND, LP P   2021-12-31
REGENT OPPORTUNITY FUND IV, LLC P   2021-12-31
RIVA CAPITAL PARTNERS IV LP P   2021-12-31
SANKATY CREDIT OPPORTUNITIES IV, L.P. P   2021-12-31
SHINE CAPITAL I, LP P   2021-12-31
SILVER LAKE PARTNERS II, LP P   2021-12-31
SOSIN QP PARTNERS, LP P   2021-12-31
SUMMIT PARTNERS PRIVATE EQUITY FUND VII-B, L.P. P   2021-12-31
TCG 2.0-B, LP P   2021-12-31
TELEGRAPH HILL PARTNERS II, L.P. P   2021-12-31
THE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY TRUST P   2021-12-31
THRIVE CAPITAL PARTNERS V, L.P. P   2021-12-31
THRIVE CAPITAL PARTNERS VI GROWTH, LP P   2021-12-31
THRIVE CAPITAL PARTNERS VI, LP P   2021-12-31
TINICUM TAX EXEMPT LP P   2021-12-31
SIXTH STREET OPPORTUNITIES PARTNERS II (B) LP (FKA TPG OPPORTUNITIES PARTNER P   2021-12-31
SIXTH STREET OPPORTUNITIES PARTNERS III (B) LP (FKA TPG OPPORTUNITIES PARTNE P   2021-12-31
TOP III DELAWARE AIV I-B, L.P. P   2021-12-31
UNDERSCORE.VC FUND I, L.P. P   2021-12-31
UNDERSCORE.VC FUND II, L.P. P   2021-12-31
VENROCK ASSOCIATES V, L.P. P   2021-12-31
WESTCAP STRATEGIC OPERATOR US FEEDER FUND, L.P. P   2021-12-31
WELLINGTON TRUST COMPANY P   2021-12-31
XFUND 2, L.P. P   2021-12-31
YORKTOWN ENERGY PARTNERS XI, LP P   2021-12-31
YORKTOWN ENERGY PARTNERS XII, L.P. P   2021-12-31
YT XII RENEWABLE AIV LP P   2021-12-31
ADDITION ONE, L.P. P   2021-12-31
BC VIII PRIVATE INVESTORS, LLC P   2021-12-31
BC VIII-E PRIVATE INVESTORS, L.P. P   2021-12-31
BAIN CAPITAL FUND IX, L.P. P   2021-12-31
BERKSHIRE FUND VII, L.P. P   2021-12-31
BERKSHIRE FUND VIII (IND), L.P. P   2021-12-31
CHARLESBANK EQUITY COINVESTMENT FUND VI, LP P   2021-12-31
DENHAM COMMODITY PARTNERS FUND V LP P   2021-12-31
GOF FEEDER A LP P   2021-12-31
NALANDA INDIA FUND LIMITED P   2021-12-31
RESOURCE CAPITAL FUND IV L.P. P   2021-12-31
RIVA CAPITAL PARTNERS III, LP P   2021-12-31
TA X, L.P. P   2021-12-31
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII LP P   2021-12-31
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XIV LP P   2021-12-31
VENROCK ASSOCIATES VI, LP P   2021-12-31
VENROCK ASSOCIATES IV, LP P   2021-12-31
WLR RECOVERY FUND IV DSS AIV, L.P. P   2021-12-31
GOULSTON & STORRS-77 P   2021-12-31
GOLDMAN SACH P   2021-12-31
RAYMOND JAMES - SALE OF GENOMICS INC SHARES (DISTRIBUTED BY VENROCK VI) P   2021-12-31
CHESTNUT HEDGE FUND LLC P   2021-12-31
THE RAPTOR PRIVATE HOLDINGS LTD P   2021-12-31
HILDENE OPPORTUNITIES OFFSHORE FUND LTD P   2021-12-31
RA CAPITAL NEXUS INTL FUND LP P   2021-12-31
RA CAPITAL NEXUS INTL FUND II LP P   2021-12-31
DEBT FINANCED INVESTMENTS_UBTI ADJUSTMENT P   2021-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,627     1,627
b 436,545     436,545
c 208,036   101,565 106,471
d 706,324     706,324
e 253     253
    80 -80
72,490   81 72,409
29,392     29,392
1,053,909     1,053,909
63,053     63,053
66,699     66,699
13,520     13,520
22,336     22,336
    823 -823
1,048,840     1,048,840
470,077     470,077
103,255     103,255
767,051     767,051
    14,905 -14,905
    1,854 -1,854
3,028,691     3,028,691
421,523     421,523
    37,315 -37,315
    16,505 -16,505
82,047     82,047
465,872     465,872
15,287     15,287
3,181     3,181
1,506,142     1,506,142
1,078,086     1,078,086
372,263   76,190 296,073
157,099     157,099
778,020     778,020
49,460     49,460
644,240     644,240
15,438     15,438
287,443     287,443
1,124     1,124
    19,717 -19,717
1,871,475     1,871,475
2,584,752   54,265 2,530,487
    298,127 -298,127
    544,186 -544,186
    9,459 -9,459
124,958     124,958
    26,490 -26,490
17,144     17,144
215     215
2,919,909     2,919,909
183,913   133,300 50,613
92,753   27,047 65,706
12,035   2,342 9,693
8,275     8,275
    325,479 -325,479
521,348     521,348
56,147     56,147
366,235     366,235
    212,685 -212,685
    1,105,076 -1,105,076
969,531     969,531
5,483     5,483
3,948     3,948
116,274     116,274
    3,807 -3,807
51,655     51,655
165     165
    102,850 -102,850
    52,192 -52,192
3,388,261     3,388,261
1,392,785     1,392,785
    2,649,060 -2,649,060
8,704     8,704
166,026     166,026
10,584     10,584
11,276     11,276
361,356     361,356
    253 -253
    5 -5
49,083     49,083
24,579     24,579
1,258,835     1,258,835
1,450   1,916 -466
    802 -802
447,365     447,365
47,104     47,104
295     295
291,658   131,126 160,532
    66,508 -66,508
475,964     475,964
68,495     68,495
238,084     238,084
    22 -22
    16,535 -16,535
20,868,824   20,012,474 856,350
2,080,720   2,079,615 1,105
799,210     799,210
996,875   154,216 842,659
4,724     4,724
657,972     657,972
507,860     507,860
4,723     4,723
    3,692,828 -3,692,828
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       1,627
b       436,545
c       106,471
d       706,324
e       253
      -80
      72,409
      29,392
      1,053,909
      63,053
      66,699
      13,520
      22,336
      -823
      1,048,840
      470,077
      103,255
      767,051
      -14,905
      -1,854
      3,028,691
      421,523
      -37,315
      -16,505
      82,047
      465,872
      15,287
      3,181
      1,506,142
      1,078,086
      296,073
      157,099
      778,020
      49,460
      644,240
      15,438
      287,443
      1,124
      -19,717
      1,871,475
      2,530,487
      -298,127
      -544,186
      -9,459
      124,958
      -26,490
      17,144
      215
      2,919,909
      50,613
      65,706
      9,693
      8,275
      -325,479
      521,348
      56,147
      366,235
      -212,685
      -1,105,076
      969,531
      5,483
      3,948
      116,274
      -3,807
      51,655
      165
      -102,850
      -52,192
      3,388,261
      1,392,785
      -2,649,060
      8,704
      166,026
      10,584
      11,276
      361,356
      -253
      -5
      49,083
      24,579
      1,258,835
      -466
      -802
      447,365
      47,104
      295
      160,532
      -66,508
      475,964
      68,495
      238,084
      -22
      -16,535
      856,350
      1,105
      799,210
      842,659
      4,724
      657,972
      507,860
      4,723
      -3,692,828
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 26,066,650
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........................... 3 388,990
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- ..... 5 388,990
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 724,435
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 300,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,024,435
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 635,445
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet635,445 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. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDAVID RUBINSTEIN - GRANT ADMINISTRA Telephone no.bullet (857) 404-0700

    Located atbulletONE NEWTON EXECUTIVE PARK SUITE 104NEWTONMA ZIP+4bullet02462
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 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
    AMY S BERYLSON TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    JOHN G BERYLSON TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    DEBRA S KNEZ TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    ROBERT A SMITH TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    DANA W SMITH TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    JENNIFER BLOCK TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    JONATHAN BLOCK TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    JESSICA KNEZ TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    ANDREW KNEZ TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    LYNNE DOBLIN EXECUTIVE DIRECTOR
    40.00     		365,000 61,211 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    MARJORIE RINGROSE SENIOR PROGRAM OFFICER
    40.00     		200,000 50,412 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    SHANNA SHULMAN SENIOR PROGRAM OFFICER
    40.00     		210,500 54,226 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    AMY HAMPE PROGRAM OFFICER
    40.00     		128,000 43,378 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    JAMES BERYLSON TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    ELIZABETH BERYLSON KATZ TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    ROBERT KATZ TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    MADELEINE SMITH TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    RYAN SMITH TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    KRISTA KNEZ TRUSTEE
    1.00     		0 0 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    DAVID RUBINSTEIN OFFICE AND GRANTS AD
    40.00     		93,500 42,783 0
    ONE NEWTON EXECUTIVE PARK STE 104
    NEWTON,MA02462
    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
    GOULSTON & STORRS INVESTMENT AND LEGAL ADVISOR 450,857
    400 ATLANTIC AVENUE
    BOSTON,MA02116
    CAMBRIDGE ASSOCIATES LLC INVESTMENT ADVISOR 406,031
    100 SUMMER STREET
    BOSTON,MA02110
    DELOITTE TAX LLP ACCOUNTING 60,951
    200 BERKELEY STREET
    BOSTON,MA02116
    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 NOT APPLICABLE 0
    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 NOT APPLICABLE 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
    451,488,954
    b
    Average of monthly cash balances.......................
    1b
    8,744,386
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    460,233,340
    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
    460,233,340
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    6,903,500
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    453,329,840
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    22,666,492
    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
    22,666,492
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    388,990
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    388,990
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    22,277,502
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    22,277,502
    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
    22,277,502
    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 22,277,502
    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...... 940,415
    b From 2017...... 1,764,775
    c From 2018...... 602,334
    d From 2019......  
    e From 2020...... 457,625
    f Total of lines 3a through e ........ 3,765,149
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 17,023,864
    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..... 17,023,864
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 3,765,149 3,765,149
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		1,488,489
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ROBERT A SMITH TRUSTEE
    ONE NEWTON EXECUTIVE PARK 104
    NEWTON,MA02462
    (857) 404-0700
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER DESCRIBING REQUEST, INCLUDING AMOUNT AND USAGE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (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
    ABOUT FRESH
    69 SHIRLEY STREET
    BOSTON,MA02119     		NONE PUBLIC CHARITY HEALTH 50,000
    BELLWETHER EDUCATION PARTNERS FOR UMASS BOSTON
    517 BOSTON POST ROAD UNIT 171
    SUDBURY,MA01776     		NONE PUBLIC CHARITY EDUCATION 150,000
    BETH ISRAEL DEACONESS MEDICAL CENTER
    330 BROOKLINE AVE
    BOSTON,MA02215     		NONE PUBLIC CHARITY HEALTH 25,000
    BOSTON CHILDREN'S CHORUS
    20 OLD COLONEY AVENUE
    BOSTON,MA02127     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 32,000
    BOSTON CHILDREN'S HOSPITAL
    401 PARK DRIVE SUITE 602
    BOSTON,MA02215     		NONE PUBLIC CHARITY HEALTH 25,000
    BOSTON CHILDREN'S HOSPITAL
    402 PARK DRIVE SUITE 602
    BOSTON,MA02215     		NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000
    BOSTON CHILDREN'S HOSPITAL
    403 PARK DRIVE SUITE 602
    BOSTON,MA02215     		NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000
    BOSTON CHILDREN'S HOSPITAL
    404 PARK DRIVE SUITE 602
    BOSTON,MA02215     		NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000
    BOSTON COLLEGE
    140 COMMONWEALTH AVENUE
    CHESTNUT HILL,MA02467     		NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000
    BOSTON FOUNDATION (CIVIC LEADERSHIP FUND)
    75 ARLINGTON ST 1000
    BOSTON,MA02116     		NONE PUBLIC CHARITY OTHER 10,000
    BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM
    780 ALBANY ST
    BOSTON,MA02118     		NONE PUBLIC CHARITY HUMAN SERVICES 162,054
    BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM
    780 ALBANY ST
    BOSTON,MA02118     		NONE PUBLIC CHARITY HUMAN SERVICES 62,500
    BOSTON MEDICAL CENTER
    ONE BOSTON MEDICAL CENTER PLACE
    BOSTON,MA02118     		NONE PUBLIC CHARITY HEALTH 25,000
    BOSTON MEDICAL CENTER
    ONE BOSTON MEDICAL CENTER PLACE
    BOSTON,MA02118     		NONE PUBLIC CHARITY HEALTH 800,000
    BOSTON SYMPHONY ORCHESTRA
    SYMPHONY HALL
    BOSTON,MA02115     		NONE PUBLIC CHARITY CULTURAL VITALITY 25,000
    BOSTON UNIVERSITY
    881 COMMONWEALTH AVENUE
    BOSTON,MA02115     		NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000
    BOSTON UNIVERSITY
    881 COMMONWEALTH AVENUE
    BOSTON,MA02115     		NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000
    BOYS & GIRLS CLUB OF FALL RIVER
    803 BEDFORD STREET
    FALL RIVER,MA02723     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 49,548
    BRANDEIS UNIVERSITY
    415 SOUTH STREET
    WALTHAM,MA02453     		NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000
    BREAKTIME
    170 PORTLAND STREET
    BOSTON,MA02114     		NONE PUBLIC CHARITY ECONOMIC MOBILITY 32,715
    BRIDGE OVER TROUBLED WATERS
    47 WEST STREET
    BOSTON,MA02111     		NONE PUBLIC CHARITY HUMAN SERVICES 525,446
    BRIGHAM AND WOMEN'S HOSPITAL
    116 HUNTINGTON AVENUE THIRD FL
    BOSTON,MA02116     		NONE PUBLIC CHARITY HEALTH 500,000
    BROCKTON NEIGHBORHOOD HEALTH CENTER
    63 MAIN STREET
    BROCKTON,MA02301     		NONE PUBLIC CHARITY HEALTH 502,500
    BROOKE CHARTER SCHOOLS
    190 CUMMINS HIGHWAY
    ROSLINDALE,MA02131     		NONE PUBLIC CHARITY MID-SIZED/OTHER CAPITAL 250,000
    BROWN UNIVERSITY
    BROWN UNIVERSITY
    PROVIDENCE,RI02912     		NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000
    BUDGET BUDDIES
    6 LIBERTY SQUARE 2697
    BOSTON,MA02109     		NONE PUBLIC CHARITY ECONOMIC MOBILITY 10,000
    BUNKER HILL COMMUNITY COLLEGE
    250 RUTHERFORD AVE
    BOSTON,MA02129     		NONE PUBLIC CHARITY EDUCATION 8,075
    CAPE COD HEALTHCARE (FALMOUTH HOSPITAL)
    PO BOX 370
    HYANNIS,MA02601     		NONE PUBLIC CHARITY HEALTH 15,000
    CASA ESPERANZA
    302 EUSTIS STREET
    ROXBURY,MA02119     		NONE PUBLIC CHARITY HUMAN SERVICES 31,995
    COALITION FOR A BETTER ACRE
    517 MOODY STREET
    LOWELL,MA01854     		NONE PUBLIC CHARITY ECONOMIC MOBILITY 38,065
    CODMAN SQUARE HEALTH CENTER
    637 WASHINGTON STREET
    DORCHESTER,MA02124     		NONE PUBLIC CHARITY HEALTH 7,500
    COMBINED JEWISH PHILANTHROPIES
    126 HIGH ST
    BOSTON,MA02110     		NONE PUBLIC CHARITY JEWISH CAUSES 1,500,000
    COMBINED JEWISH PHILANTHROPIES
    126 HIGH ST
    BOSTON,MA02110     		NONE PUBLIC CHARITY JEWISH CAUSES 100,000
    COMBINED JEWISH PHILANTHROPIES
    126 HIGH ST
    BOSTON,MA02110     		NONE PUBLIC CHARITY JEWISH CAUSES 100,000
    COMMONWEALTH KITCHEN
    196 QUINCY STREET
    DORCHESTER,MA02121     		NONE PUBLIC CHARITY ECONOMIC MOBILITY 50,000
    DANA-FARBER CANCER INSTITUTE
    10 BROOKLINE PLACE 6TH FLOOR
    BROOKLINE,MA02445     		NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000
    DANA-FARBER CANCER INSTITUTE
    10 BROOKLINE PLACE 6TH FLOOR
    BROOKLINE,MA02445     		NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000
    DOTHOUSE HEALTH
    1353 DORCHESTER AVENUE
    DORCHESTER,MA02169     		NONE PUBLIC CHARITY HEALTH 397,500
    JUDITH EVANS
    45 STONEY HILL ROAD
    SHREWSBURY,MA01545     		NONE PUBLIC CHARITY EDUCATION 3,500
    LYONS CONSULTING LLC
    16 EMMONS WAY
    METHUEN,MA01844     		NONE PUBLIC CHARITY EDUCATION 32,317
    ENTREPRENEURSHIP FOR ALL
    175 CABOT STREET
    LOWELL,MA01854     		NONE PUBLIC CHARITY ECONOMIC MOBILITY 26,000
    EXPRESS YOURSELF
    100 CUMMINGS CENTER SUITE 165E
    BEVERLY,MA01915     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 16,000
    FAMILY NURTURING CENTER OF MASSACHUSETTS
    200 BOWDOIN STREET
    DORCHESTER,MA02122     		NONE PUBLIC CHARITY HUMAN SERVICES 14,190
    FENWAY HIGH SCHOOL
    67 ALLEGHANY STREET
    BOSTON,MA02120     		NONE PUBLIC CHARITY EDUCATION 100,000
    FRAMINGHAM STATE UNIVERSITY
    100 STATE ST
    FRAMINGHAM,MA01701     		NONE PUBLIC CHARITY EDUCATION 25,000
    GREATER NEW BEDFORD COMMUNITY HEALTH CENTER
    874 PURCHASE STREET
    NEW BEDFORD,MA02740     		NONE PUBLIC CHARITY HEALTH 420,000
    HAVERHILL PUBLIC SCHOOLS
    4 SUMMER STREET 104
    HAVERHILL,MA01830     		NONE PUBLIC CHARITY EDUCATION 250,000
    HEALTH CARE FOR ALL
    ONE FEDERAL STREET
    BOSTON,MA02110     		NONE PUBLIC CHARITY HEALTH 52,500
    HEALTH RESOURCES IN ACTION
    2 BOYLSTON STREET 4TH FLOOR
    BOSTON,MA02116     		NONE PUBLIC CHARITY MEDICAL RESEARCH 457,682
    IMMIGRANT FAMILY SERVICES INSTITUTE
    1626 BLUE HILL AVENUE
    MATTAPAN,MA02126     		NONE PUBLIC CHARITY HUMAN SERVICES 50,000
    JEFF'S PLACE CHILDREN'S BEREAVEMENT CENTER
    281 PLEASANT STREET
    FRAMINGHAM,MA01701     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 26,807
    JFF
    88 BROAD STREET 8TH FLOOR
    BOSTON,MA02110     		NONE PUBLIC CHARITY EDUCATION 150,000
    JOSLIN DIABETES CENTER
    ONE JOSLIN PLACE
    BOSTON,MA02215     		NONE PUBLIC CHARITY HEALTH 25,000
    JOSLIN DIABETES CENTER
    ONE JOSLIN PLACE
    BOSTON,MA02216     		NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000
    LOWELL COMMUNITY HEALTH CENTER
    161 JACKSON STREET
    LOWELL,MA01852     		NONE PUBLIC CHARITY HEALTH 15,000
    LOWELL PUBLIC SCHOOLS
    155 MERRIMACK STREET 4TH FLOOR
    LOWELL,MA01852     		NONE PUBLIC CHARITY EDUCATION 100,000
    LOWELL TRANSITIONAL LIVING CENTER
    205-209 MIDDLESEX STREET
    LOWELL,MA01852     		NONE PUBLIC CHARITY HUMAN SERVICES 50,000
    MASSACHUSETTS ALLIANCE FOR EARLY COLLEGE (PAID THROUGH THE BOSTON FOUNDATIO
    C/O THE BOSTON FOUNDATION PO BOX
    843027
    BOSTON,MA02284     		NONE PUBLIC CHARITY EDUCATION 100,000
    MASSACHUSETTS BUSINESS ALLIANCE FOR EDUCATION
    10 POST OFFICE SQUARE SUITE 800
    SOUTH
    BOSTON,MA02109     		NONE PUBLIC CHARITY EDUCATION 100,000
    MASSACHUSETTS DEPARTMENT OF ELEMENTARY & SECONDARY EDUCATION
    75 PLEASANT STREET
    MALDEN,MA02148     		NONE PUBLIC CHARITY EDUCATION 100,000
    MASSACHUSETTS GENERAL HOSPITAL
    55 FRUIT STREET
    BOSTON,MA02114     		NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    77 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02139     		NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    77 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02139     		NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY (TYLER JACKS)
    77 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02139     		NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000
    MASSINC
    11 BEACON STREET SUITE 500
    BOSTON,MA02108     		NONE PUBLIC CHARITY EDUCATION 200,000
    MERRIMACK VALLEY FOOD BANK
    735 BROADWAY STREET
    LOWELL,MA01854     		NONE PUBLIC CHARITY HUMAN SERVICES 50,000
    MIDDLESEX COMMUNITY COLLEGE
    591 SPRINGS RD
    BEDFORD,MA01730     		NONE PUBLIC CHARITY EDUCATION 90,350
    MIDDLESEX COMMUNITY COLLEGE
    591 SPRINGS RD
    BEDFORD,MA01730     		NONE PUBLIC CHARITY EDUCATION 27,000
    MUSEUM OF FINE ARTS
    465 HUNTINGTON AVENUE
    BOSTON,MA02115     		NONE PUBLIC CHARITY CULTURAL VITALITY 15,000
    MUSEUM OF SCIENCE
    ONE SCIENCE PARK
    BOSTON,MA02114     		NONE PUBLIC CHARITY CULTURAL VITALITY 10,000
    MY LIFE MY CHOICE
    989 COMMONWEALTH AVENUE
    BOSTON,MA02115     		NONE PUBLIC CHARITY MID-SIZED/OTHER CAPITAL 400,000
    NEWTON WELLESLEY HOSPITAL FOUNDATION
    2014 WASHINGTON STREET
    NEWTON,MA02462     		NONE PUBLIC CHARITY HEALTH 25,000
    NORTHERN ESSEX COMMUNITY COLLEGE FOUNDATION
    100 ELLIOTT ST
    HAVERHILL,MA01830     		NONE PUBLIC CHARITY EDUCATION 29,500
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    1563 MASSACHUSETTS AVE
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    1563 MASSACHUSETTS AVE
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    1563 MASSACHUSETTS AVE
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    1563 MASSACHUSETTS AVE
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000
    PROJECT CITIZENSHIP
    11 BEACON STREET SUITE 720
    BOSTON,MA02108     		NONE PUBLIC CHARITY HUMAN SERVICES 23,719
    PROJECT LEARN (FOR LOWELL PUBLIC SCHOOLS)
    8 KIRK STREET
    LOWELL,MA01852     		NONE PUBLIC CHARITY EDUCATION 100,000
    REVOLUTIONARY SPACES (OLD SOUTH MEETING HOUSE)
    206 WASHINGTON STREET
    BOSTON,MA02109     		NONE PUBLIC CHARITY CULTURAL VITALITY 50,000
    SALEM PUBLIC SCHOOLS
    29 HIGHLAND AVE
    SALEM,MA01970     		NONE PUBLIC CHARITY EDUCATION 200,000
    SOUTH BOSTON COMMUNITY HEALTH CENTER
    409 WEST BROADWAY
    SOUTH BOSTON,MA02127     		NONE PUBLIC CHARITY HEALTH 330,000
    SOUTHEASTERN REGIONAL VOCATIONAL TECHNICAL SCHOOL
    250 FOUNDRY ST
    SOUTH EASTON,MA02375     		NONE PUBLIC CHARITY EDUCATION 105,000
    SPORTSMEN'S TENNIS & ENRICHMENT CENTER
    950 BLUE HILL AVENUE
    DORCHESTER,MA02124     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 50,000
    ST FRANCIS HOUSE
    39 BOYLSTON ST
    BOSTON,MA02116     		NONE PUBLIC CHARITY HUMAN SERVICES 250,000
    TEMPLE ISRAEL
    477 LONGWOOD AVE
    BOSTON,MA02115     		NONE PUBLIC CHARITY JEWISH CAUSES 25,000
    TEMPLE ISRAEL
    477 LONGWOOD AVE
    BOSTON,MA02115     		NONE PUBLIC CHARITY JEWISH CAUSES 50,000
    THE DIMOCK CENTER
    55 DIMOCK STREET
    ROXBURY,MA02119     		NONE PUBLIC CHARITY HEALTH 7,500
    UNITED WAY OF MASSACHUSETTS BAY
    51 SLEEPER STREET
    BOSTON,MA02210     		NONE PUBLIC CHARITY HUMAN SERVICES 25,000
    UNIVERSITY OF MASSACHUSETTS
    UNIVERSITY OF MASSACHUSETTS
    AMHERST,MA01003     		NONE PUBLIC CHARITY EDUCATION 75,000
    UNIVERSITY OF MASSACHUSETTS
    UNIVERSITY OF MASSACHUSETTS
    AMHERST,MA01003     		NONE PUBLIC CHARITY EDUCATION 328,812
    UNIVERSITY OF MASSACHUSETTS
    UNIVERSITY OF MASSACHUSETTS
    AMHERST,MA01003     		NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000
    UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL
    55 LAKE AVENUE NORTH
    WORCESTER,MA01655     		NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000
    UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL
    55 LAKE AVENUE NORTH
    WORCESTER,MA01655     		NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000
    WEST END HOUSE BOYS & GIRLS CLUB
    105 ALLSTON STREET
    ALLSTON,MA02134     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 45,000
    WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH
    455 MAIN STREET
    CAMBRIDGE,MA02142     		NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000
    YALE UNIVERSITY
    PO BOX 1873
    NEW HAVEN,CT06508     		NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000
    YALE UNIVERSITY
    PO BOX 1873
    NEW HAVEN,CT06508     		NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000
    YALE UNIVERSITY
    PO BOX 1873
    NEW HAVEN,CT06508     		NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000
    YALE UNIVERSITY
    PO BOX 1873
    NEW HAVEN,CT06508     		NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000
    YALE UNIVERSITY
    PO BOX 1873
    NEW HAVEN,CT06508     		NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000
    YALE UNIVERSITY
    PO BOX 1873
    NEW HAVEN,CT06508     		NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000
    YOUNG MAN WITH A PLAN
    885 RIVER STREET
    HYDE PARK,MA02136     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 12,650
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    1563 MASSACHUSETTS AVE
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITY EDUCATION 125,000
    APPLE ORCHARD SCHOOL
    282 NEWTON ST
    BROOKLINE,MA02445     		NONE PUBLIC CHARITY EDUCATION 2,500
    BETH ISRAEL DEACONESS MEDICAL CENTER
    330 BROOKLINE AVE
    BOSTON,MA02115     		NONE PUBLIC CHARITY HEALTH 12,500
    BETH ISRAEL DEACONESS MEDICAL CENTER
    330 BROOKLINE AVE
    BOSTON,MA02115     		NONE PUBLIC CHARITY HEALTH 100,000
    BOSTON CHILDREN'S CHORUS
    20 OLD COLONY AVE 2
    BOSTON,MA02127     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 2,500
    BOSTON CHILDREN'S HOSPITAL TRUST
    401 PARK DRIVE SUITE 602
    BOSTON,MA02115     		NONE PUBLIC CHARITY HEALTH 125,000
    BOYS AND GIRLS CLUBS OF BOSTON INC
    200 HIGH ST 3RD FLOOR
    BOSTON,MA02110     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 25,000
    BROWN UNIVERSITY FOOTBALL ASSOCIATION
    235 HOPE ST BOX 1932
    PROVIDENCE,RI02912     		NONE PUBLIC CHARITY EDUCATION 12,500
    CATIE'S CLOSET
    19 SCHOOL STREET
    DRACUT,MA01826     		NONE PUBLIC CHARITY HUMAN SERVICES 5,000
    CHILDREN'S HOSPITAL BOSTON
    401 PARK DRIVE SUITE 602
    BOSTON,MA02215     		NONE PUBLIC CHARITY HEALTH 50,000
    COMBINED JEWISH PHILANTHROPIES
    126 HIGH ST
    BOSTON,MA02110     		NONE PUBLIC CHARITY JEWISH CAUSES 10,000
    DANA-FARBER CANCER INSTITUTE
    10 BROOKLINE PLACE 6TH FLOOR
    BROOKLINE,MA02445     		NONE PUBLIC CHARITY MEDICAL RESEARCH 5,000
    DANA-FARBER CANCER INSTITUTE
    10 BROOKLINE PLACE 6TH FLOOR
    BROOKLINE,MA02445     		NONE PUBLIC CHARITY MEDICAL RESEARCH 7,500
    FAMILIES FIRST PARENTING PROGRAMS
    50 HUNT STREET SUITE 320
    WATERTOWN,MA02472     		NONE PUBLIC CHARITY HUMAN SERVICES 15,000
    FATHERS UPLIFT INC
    12 SOUTHERN AVE
    DORCHESTER,MA02124     		NONE PUBLIC CHARITY HUMAN SERVICES 15,000
    FOUND IN TRANSLATION
    1532B DORCHESTER AVE
    DORCHESTER,MA02122     		NONE PUBLIC CHARITY HUMAN SERVICES 15,000
    HARVARD BUSINESS SCHOOL
    HARVARD BUSINESS SCHOOL
    BOSTON,MA02163     		NONE PUBLIC CHARITY EDUCATION 50,000
    HARVARD COLLEGE
    HARVARD UNIVERSITY MASSACHUSETTS
    HALL
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITY EDUCATION 120,000
    HARVARD UNIVERSITY
    HARVARD UNIVERSITY MASSACHUSETTS
    HALL
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITY EDUCATION 25,000
    HYDE SQUARE TASK FORCE
    30 SUNNYSIDE ST
    BOSTON,MA02130     		NONE PUBLIC CHARITY HUMAN SERVICES 10,000
    INSTITUTE OF CONTEMPORARY ART
    25 HARBOR SHORE DRIVE
    BOSTON,MA02110     		NONE PUBLIC CHARITY CULTURAL VITALITY 10,000
    MEADOWBROOK SCHOOL OF WESTON INCORPORATED
    10 FARM RD
    WESTON,MA02493     		NONE PUBLIC CHARITY EDUCATION 7,500
    MILTON ACADEMY
    170 CENTRE ST
    MILTON,MA02186     		NONE PUBLIC CHARITY EDUCATION 267,500
    MILTON ACADEMY
    170 CENTRE ST
    MILTON,MA02186     		NONE PUBLIC CHARITY EDUCATION 25,000
    MILTON ACADEMY
    170 CENTRE ST
    MILTON,MA02186     		NONE PUBLIC CHARITY EDUCATION 5,500
    PAN-MASSACHUSETTS CHALLENGE
    77 4TH AVE
    NEEDHAM,MA02494     		NONE PUBLIC CHARITY MEDICAL RESEARCH 250,000
    PAN-MASSACHUSETTS CHALLENGE
    77 4TH AVE
    NEEDHAM,MA02494     		NONE PUBLIC CHARITY MEDICAL RESEARCH 10,000
    PAN-MASSACHUSETTS CHALLENGE
    77 4TH AVE
    NEEDHAM,MA02494     		NONE PUBLIC CHARITY MEDICAL RESEARCH 50,000
    PARK SCHOOL
    171 GODDARD AVE
    BROOKLINE,MA02445     		NONE PUBLIC CHARITY EDUCATION 12,500
    PARK SCHOOL
    171 GODDARD AVE
    BROOKLINE,MA02445     		NONE PUBLIC CHARITY EDUCATION 12,500
    SQUASH AND EDUCATION ALLIANCE
    55 BROAD ST 14TH FLOOR
    NEW YORK,NY10004     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 12,500
    SQUASH AND EDUCATION ALLIANCE
    55 BROAD ST 14TH FLOOR
    NEW YORK,NY10004     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 17,000
    SQUASHBUSTERS
    795 COLUMBUS AVE
    BOSTON,MA02120     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 2,500
    ST FRANCIS HOUSE
    39 BOYLSTON ST
    BOSTON,MA02116     		NONE PUBLIC CHARITY HUMAN SERVICES 22,500
    STEPPINGSTONE FOUNDATION
    1 APPLETON ST
    BOSTON,MA02116     		NONE PUBLIC CHARITY EDUCATION 12,500
    TEMPLE ISRAEL
    477 LONGWOOD AVE
    BOSTON,MA02215     		NONE PUBLIC CHARITY JEWISH CAUSES 5,000
    TEMPLE ISRAEL
    477 LONGWOOD AVE
    BOSTON,MA02215     		NONE PUBLIC CHARITY JEWISH CAUSES 17,400
    THE BOSTON FOUNDATION
    75 ARLINGTON ST 1000
    BOSTON,MA02116     		NONE PUBLIC CHARITY HUMAN SERVICES 10,000
    TUFTS UNIVERSITY
    419 BOSTON AVE
    MEDFORD,MA02155     		NONE PUBLIC CHARITY EDUCATION 75,000
    TUFTS UNIVERSITY ANNUAL FUND
    419 BOSTON AVE
    MEDFORD,MA02155     		NONE PUBLIC CHARITY EDUCATION 12,500
    UNIVERSITY OF PENNSYLVANIA LAW SCHOOL
    3501 SANSOM ST
    PHILADELPHIA,PA19104     		NONE PUBLIC CHARITY EDUCATION 12,500
    WILLIAMS COLLEGE
    880 MAIN ST
    WILLIAMSTOWN,MA02167     		NONE PUBLIC CHARITY EDUCATION 10,000
    FCNL EDUCATION FUND
    245 2ND ST NE
    WASHINGTON,DC20002     		NONE PUBLIC CHARITY EDUCATION 100
    FOUNDATION FOR BELMONT EDUCATION
    588 PLEASANT ST
    BELMONT,MA02478     		NONE PUBLIC CHARITY EDUCATION 100
    BOSTON HEALTH CARE FOR THE HOMELESS
    780 ALBANY ST
    BOSTON,MA02118     		NONE PUBLIC CHARITY HEALTH 500
    UTEC
    35 WARREN ST
    LOWELL,MA01852     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 500
    PHILANTHROPY MASSACHUSETTS
    133 FEDERAL ST 802
    BOSTON,MA02110     		NONE PUBLIC CHARITY HUMAN SERVICES 750
    HYDE SQUARE TASK FORCE
    30 SUNNYSIDE ST
    BOSTON,MA02130     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 250
    OUR SPACE INC
    464 COMMON ST 306
    BELMONT,MA02478     		NONE PUBLIC CHARITY HEALTH 100
    MASSACHUSETTS RIVERS ALLIANCE
    2343 MASSACHUSETTS AVE
    CAMBRIDGE,MA02140     		NONE PUBLIC CHARITY GENERAL WELFARE 100
    BETH EL TEMPLE CENTER
    2 CONCORD AVE
    BELMONT,MA02478     		NONE PUBLIC CHARITY JEWISH CAUSES 2,600
    ARLINGTON EATS
    58 MEDFORD ST
    ARLINGTON,MA02474     		NONE PUBLIC CHARITY HUMAN SERVICES 5,000
    BOSTON CHILDREN'S CHORUS
    20 OLD COLONEY AVENUE
    BOSTON,MA02127     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 5,000
    CHILDREN INTERNATIONAL
    2000 E RED BRIDGE RD
    KANSAS CITY,MO64131     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 900
    DANA-FARBER CANCER INSTITUTE
    10 BROOKLINE PLACE 6TH FLOOR
    BROOKLINE,MA02445     		NONE PUBLIC CHARITY MEDICAL RESEARCH 100
    MY LIFE MY CHOICE
    989 COMMONWEALTH AVENUE
    BOSTON,MA02215     		NONE PUBLIC CHARITY HUMAN SERVICES 210
    FRIENDS OF BROOKLINE ROWING INC
    11 SHAW ROAD
    CHESTNUT HILL,MA02467     		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 500
    BROOKLINE EDUCATION FOUNDATION
    40 WEBSTER PL
    BROOKLINE,MA02445     		NONE PUBLIC CHARITY EDUCATION 250
    TEMPLE BETH AVODAH
    45 PUDDINGSTONE LN
    NEWTON,MA02459     		NONE PUBLIC CHARITY JEWISH CAUSES 4,040
    Total .................................bullet 3a 15,236,825
    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 ...........     		901101 24,590 14 342,820  
    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 ............     		901101 4,356,650 18 26,066,650  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME FROM INVESTMENTS     		901101 -199,595 14    
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 4,286,784 32,927,632 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    37,214,416
    (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
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
     
    Employer identification number

    23-7090011
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
          		Employer identification number
    23-7090011
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ADR CHARITABLE FOUNDATION & TRUST
     
    C/O GOULSTON STORRS 400 ATLANTIC AV
     
    BOSTON, MA02110

    		$ 48,876


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST
     
    ONE NEWTON EXECUTIVE PARK 104
     
    NEWTON, MA02462

    		$ 8,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST
     
    ONE NEWTON EXECUTIVE PARK 104
     
    NEWTON, MA02462

    		$ 33,092,474


    (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
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
          		Employer identification number

    23-7090011
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 FIDELITY INSTITUTIONAL MONEY MARKET TREASURY ONLY-INSTITUTIONAL CLASS FD $ 2,000,000 2021-07-06
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 FIDELITY INSTITUTIONAL MONEY MARKET TREASURY ONLY-INSTITUTIONAL CLASS FD $ 11,080,000 2022-03-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 FIDELITY LIMITED TERM MUNICIPAL INCOME FUND $ 10,176,542 2021-12-20
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 FIDELITY LIMITED TERM MUNICIPAL INCOME FUND $ 9,835,932 2021-12-20
    (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
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
          		Employer identification number

    23-7090011
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DELOITTE TAX 60,951 30,476   30,475

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

    TY 2021 DepreciationSchedule
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LEASEHOLD IMPROVE 2002-04-05 19,445 9,523 SL 39.000000000000 499 0    
    PHONE EQUIPMENT 2002-03-15 9,939 9,939 200DB 5.000000000000 0 0    
    FURNITURE & FIXTURE 2002-11-01 101,209 101,209 SL 7.000000000000 0 0    
    LEASEHOLD IMPROVE 2002-11-01 9,381 4,458 SL 39.000000000000 241 0    

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GOLDMAN SACHS 1,316,376 1,308,263

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Name of Stock End of Year Book Value End of Year Fair Market Value
    GOLDMAN SACHS 27,488,053 32,469,996

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    US Government Securities - End of Year Book Value:

    332,777
    US Government Securities - End of Year Fair Market Value:

    329,780
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ADDITION TWO LP AT COST 2,145,844 2,289,450
    ASTEYA PARTNERS DELAWARE LP AT COST 2,489,823 2,369,538
    BARRYS CORNER HOLDINGS LLC AT COST 0 1,260,525
    BAUPOST VALUE PARTNERS, L.P.-I AT COST 2,547,902 4,619,770
    BLACK STONE MINERALS, L.P. AT COST 394,259 0
    BOSTON SEED CAPITAL FUND IV LP AT COST 264,817 150,000
    BRAZOS EQUITY FUND III, LP AT COST 31,032 535,222
    BRIGHTSTAR CAPITAL PARTNERS FUND I, L.P. AT COST 2,528,137 2,563,960
    BRIGHTSTAR CAPITAL PARTNERS QUALTEK LP AT COST 0 1,028,494
    BRIGHTSTAR CAPITAL PARTNERS REPLAY LP AT COST 576,516 1,159,679
    BRIGHTSTAR CAPITAL PARTNERS TEXAS WATER, L.P. AT COST 0 1,021,956
    BRIGHTSTAR CAPITAL PARTNERS FUND II-A, LP AT COST 1,414,220 1,092,546
    BROOKSIDE CAPITAL PARTNERS FUND, L.P. AT COST 142,845 382,945
    CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN EUROPE III AT COST 62,409 252,373
    CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN X AT COST 23,609 392,451
    CASDIN PRIVATE GROWTH EQUITY FUND, L.P. AT COST 3,780,295 4,060,772
    CB OP FEEDER I, LP AT COST 94,608 0
    CB OP FEEDER II LP AT COST 11,203 0
    CB OP FEEDER III, LP AT COST 29,160 0
    CB OP FEEDER V, LP AT COST 41,460 0
    CB OP FEEDER V-B, LP AT COST 3,318 0
    CB OP FEEDER VI, LP AT COST 24,610 0
    CB OP FEEDER VII, LP AT COST 62,083 0
    CB OP AGGREGATOR II-B, LP AT COST 1,199 0
    CB OFFSHORE EQUITY FUND IX, LP AT COST 1,478,612 1,548,918
    CB OFFSHORE EQUITY FUND VIII LP AT COST 2,293,296 1,707,716
    CEH FEEDER I L.P. AT COST 4,932,015 5,496,322
    CHARLESBANK EQUITY FUND VII, LP AT COST 0 271,097
    CHARLES RIVER INSTITUTIONAL FUND II LP AT COST 1,402,312 1,994,845
    CHARLES RIVER INSTITUTIONAL FUND III, L.P. AT COST 723,214 1,488,160
    CHESTNUT HILL VENTURES, LLC AT COST 29,292 13,588
    COLLAB+CONSUMER FUND I, LP AT COST 430,264 730,827
    COLLABORATIVE IV, L.P. AT COST 888,491 1,215,968
    COLLABORATIVE V, L.P. AT COST 196,791 200,000
    CORMORANT PRIVATE HEALTHCARE FUND IV, LP AT COST 749,195 373,187
    DIV CHARLES PARK INVESTOR, LP AT COST 21,018 727
    ELEPHANT PARTNERS I LP AT COST 797,780 4,578,495
    ELEPHANT PARTNERS II-B LP AT COST 1,179,321 2,351,454
    ELEPHANT PARTNERS III-B LP AT COST 1,893,447 1,569,778
    ELEPHANT PARTNERS IV-B LP AT COST 1,221,495 224,515
    ENCAP ENERGY CAPITAL FUND VI-B, L.P. AT COST 845,506 7,138
    ENERGY CAPITAL PARTNERS II-B, LP AT COST 465,004 113,954
    ETHOS BEIGNET DIRECT, LLC AT COST 1,868,791 6,282,863
    ETHOS CAPITAL INVESTMENTS A LP AT COST 773,036 773,036
    FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP AT COST 1,972,471 70,559
    HIGHFIELDS CAPITAL IV LP AT COST 0 1,683
    HILLHOUSE FUND IV LP AT COST 3,596,080 4,961,515
    HOLDCO OPPORTUNITIES FUND, LP AT COST 1,487,524 177,850
    HOLDCO OPPORTUNITIES FUND II, LP AT COST 154,608 1,141,472
    HOLDCO OPPORTUNITIES FUND III, L.P. AT COST 0 13,257,431
    JMC PLATFORM FUND II-B LP AT COST 1,028,343 1,082,440
    REVELATION (FKA LEERINK) HEALTHCARE FUND II LP AT COST 890,404 1,504,982
    REVELATION (FKA LEERINK) HEALTHCARE FUND III LP AT COST 708,103 23,590
    LIMINALITY PARTNERS, LP AT COST 1,942,695 960,772
    MARCUS CAPITAL PARTNERS FUND II, LP AT COST 906,445 1,236,985
    MAVERON EQUITY PARTNERS VI, L.P. AT COST 1,113,259 2,963,934
    MAVERON EQUITY PARTNERS VII, L.P. AT COST 754,721 1,373,542
    MFN PARTNERS LP AT COST 6,042,880 7,293,164
    MITHRIL LP AT COST 1,584,596 3,812,832
    MITHRIL II LP AT COST 1,663,641 2,250,347
    NALANDA INDIA EQUITY FUND LIMITED AT COST 244,727 147,768
    NAVA VENTURES I, LP AT COST 220,429 129,355
    NAVITAS FUND, LP AT COST 3,420,248 3,008,067
    NV PARTNERS IV LP AT COST 167,066 75,888
    OAKTREE VALUE EQUITY FUND (DELAWARE), L.P. AT COST 4,216,629 10,806,367
    PAR INVESTMENT PARTNERS, L.P. AT COST 0 4,472,715
    PHOENIX VENTURE HOLDINGS LLC AT COST 1,426 0
    QIMING US HEALTHCARE FUND II LP AT COST 2,994,180 5,163,373
    QIMING US HEALTHCARE FUND III LP AT COST 284,769 142,178
    QIMING US HEALTHCARE FUND LP AT COST 865,839 1,213,754
    QIMING VENTURE PARTNERS FUND V LP AT COST 1,791,485 4,431,425
    QIMING VENTURE PARTNERS VI, LP AT COST 2,361,218 4,174,643
    QIMING VENTURE PARTNERS VII LP AT COST 1,997,705 2,027,985
    QIMING VENTURE PARTNERS VIII LP AT COST 62,500 62,500
    QIMING VENTURE PARTNERS VIII-HC LP AT COST 25,000 25,000
    RA CAPITAL HEALTHCARE FUND, LP AT COST 13,542,655 20,892,793
    REGENT OFFICE FUND II, LLC AT COST 478,616 843,042
    REGENT OPPORTUNITY FUND IV, LLC AT COST 2,665,744 3,659,629
    REGIMENT CAPITAL SPECIAL SITUATIONS FUND V, L.P. AT COST 217,063 134,035
    RIVA CAPITAL PARTNERS IV LP AT COST 3,462,467 5,465,379
    ROAD CAPITAL MASTER FUND LP AT COST 3,000,000 3,000,000
    SANKATY CREDIT OPPORTUNITIES IV, L.P. AT COST 546,217 22,518
    SECTION 32 FUND 4, LP AT COST 1,062,486 695,928
    SHINE CAPITAL I, LP AT COST 1,134,102 703,228
    SHINE CAPITAL II AT COST 266,667 266,667
    SHINE CAPITAL OPPORTUNITIES FUND I AT COST 133,333 133,333
    SL SPV-1 FEEDER I, L.P. AT COST 21,069 487,386
    SOSIN QP PARTNERS, LP AT COST 5,373,885 6,430,836
    SPARK CAPITAL GROWTH IV AT COST 250,000 216,667
    SPARK CAPITAL VII AT COST 133,334 83,333
    SUMMIT PARTNERS PRIVATE EQUITY FUND VII-B, L.P. AT COST 186,845 418,055
    TCG 2.0-B, LP AT COST 2,207,643 4,400,618
    TCG 3.0-B, LP AT COST 430,980 228,150
    TCV VELOCITY FUND I (A), LP AT COST 68,379 9,667
    TELEGRAPH HILL PARTNERS II, L.P. AT COST 1,905,874 0
    TENFORE HOLDINGS FUND II, LP AT COST 2,526,585 3,942,578
    TF 88 ACRES FUND I , LP AT COST 954,427 1,021,252
    TF 88 ACRES FUND II, LP AT COST 320,051 320,051
    THRIVE CAPITAL PARTNERS V, L.P. AT COST 1,443,286 4,398,516
    THRIVE CAPITAL PARTNERS VI GROWTH, LP AT COST 923,817 1,583,206
    THRIVE CAPITAL PARTNERS VI, LP AT COST 507,850 943,553
    THRIVE CAPITAL PARTNERS VII GROWTH LP AT COST 1,875,696 1,158,730
    THRIVE CAPITAL PARTNERS VII LP AT COST 234,337 126,910
    THRIVE CAPITAL PARTNERS VIII GROWTH LP AT COST 222,085 222,085
    TIGER GLOBAL PIP 1 LLC AT COST 3,000,034 3,529,453
    TIGER GLOBAL PIP 1-O L.P. AT COST 1,526,751 1,538,560
    TINICUM TAX EXEMPT LP AT COST 3,768,394 4,843,621
    TWE DISC AGGREGATOR, LLC AT COST 2,013,230 2,000,000
    SIXTH STREET OPPORTUNITIES PARTNERS II (B) LP AT COST 74,449 141,297
    SIXTH STREET OPPORTUNITIES PARTNERS III (B) LP AT COST 646,640 1,013,494
    TOP III DELAWARE AIV I-B, L.P. AT COST 101,905 0
    ULTRA CAPITAL RAV 1 2016 HOLDINGS LLC AT COST 1,125,000 1,125,000
    ULTRA CAPITAL SUSTAINABLE INFRASTRUCTURE TE FEEDER FUND II AT COST 2,001,517 3,269,927
    ULTRA CAPITAL RAV I FOLLOW-ON FUND BRIDGE LOAN AT COST 381,697 381,697
    UNDERSCORE.VC FUND I, L.P. AT COST 1,035,942 2,066,800
    UNDERSCORE.VC FUND II, L.P. AT COST 1,027,324 1,430,531
    UNDERSCORE VC FUND II EXT AT COST 216,914 0
    VENROCK ASSOCIATES V, L.P. AT COST 0 1,629,020
    WESTCAP BG CONVERT AT COST 505,600 1,249,088
    WESTCAP CELSIUS CO-INVEST 2021, LLC AT COST 2,011,343 2,014,129
    WESTCAP GOODLEAP CO-INVEST 2021, LLC AT COST 977,224 1,014,468
    WESTCAP HOPPER 2021 CO-INVEST, LLC AT COST 1,009,451 1,008,586
    WESTCAP STRATEGIC OPERATOR FUND II LP AT COST 3,052,914 1,751,134
    WESTCAP STRATEGIC OPERATOR US FEEDER FUND, L.P. AT COST 2,344,410 22,437,042
    WESTCAP STUB LLC AT COST 6,521,433 8,847,503
    WILL VENTURES FUND II AT COST 242,917 242,917
    XFUND 2, L.P. AT COST 935,340 1,983,054
    XFUND 3, LP AT COST 241,502 94,304
    YORKTOWN ENERGY PARTNERS XI, LP AT COST 1,688,240 2,542,009
    YORKTOWN ENERGY PARTNERS XII, L.P. AT COST 1,688,368 1,978,638
    ADDITION ONE, L.P. AT COST 2,523,477 4,736,093
    ADDITION THREE LP AT COST 1,105,283 579,974
    BC VIII PRIVATE INVESTORS, LLC AT COST 2,875,743 1,257
    BC VIII-E PRIVATE INVESTORS, L.P. AT COST 813,092 0
    BAIN CAPITAL (SSS I) IX, L.P. AT COST 881 0
    BAIN CAPITAL FUND IX, L.P. AT COST 116,369 0
    BERKSHIRE FUND VII, L.P. AT COST 89,361 82,283
    BRAZOS EQUITY FUND II, LP AT COST 343,622 15,801
    CHARLESBANK EQUITY COINVESTMENT FUND VI, LP AT COST 351,696 63,931
    DENHAM COMMODITY PARTNERS FUND V LP AT COST 71,769 126,064
    DENHAM IV CONTINUATION FUND LP AT COST 252,566 142,004
    ETON PARK AT COST 6,982 139
    GOF FEEDER A LP AT COST 0 2,024,896
    NALANDA INDIA FUND LIMITED AT COST 960,828 6,373,310
    RESOURCE CAPITAL FUND IV L.P. AT COST 248,767 114,198
    RHO VENTURES V, LP AT COST 369,291 399,038
    RIVA CAPITAL PARTNERS III, LP AT COST 936,891 1,074,792
    TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI L.P. AT COST 4,088,370 9,603,678
    TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII LP AT COST 2,946,460 8,550,483
    TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XIV LP AT COST 2,914,580 3,976,865
    TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XV FEEDER LP AT COST 1,300,000 660,000
    TRG FORESTRY FUND 8-B LP AT COST 73,691 17,629
    VENROCK ASSOCIATES VI, LP AT COST 0 5,711,567
    VENROCK ASSOCIATES IV, LP AT COST 1,656,296 219,676
    WLR RECOVERY FUND IV, L.P. AT COST 233,609 21,340
    CHESTNUT HEDGE FUND LLC AT COST 15,965,734 16,942,951
    SANKATY CREDIT OPPORTUNITIES IV LP (OFFSHORE) AT COST 1,663,099 5,417
    DOVER STREET VI CAYMAN FUND LP AT COST 681,792 13,571
    DOVER STREET VII CAYMAN FUND LP AT COST 59,853 95,011
    MOON CAPITAL GLOBAL EQUITY OFFSHORE FUND LTD AT COST 33,070 17,832
    NEW VERNON INDIA (CAYMAN) FUND II LP AT COST 0 51,632
    LUXOR CAPITAL PARTNERS OFFSHORE FD AT COST 795,606 40,045
    HILDENE OPPORTUNITIES OFFSHORE FUND LTD AT COST 1,499,659 7,317,005
    PATRON CAPITAL III AT COST 580,935 42,978
    RA CAPITAL NEXUS INTERNATIONAL FUND, L.P. AT COST 4,224,171 7,130,398
    RA CAPITAL NEXUS INTERNATIONAL II FUND, L.P. AT COST 2,979,723 3,586,960
    RA CAPITAL NEXUS INTERNATIONAL FUND III, L.P. AT COST 500,000 250,000
    COATUE LONG ONLY OFFSHORE FUND LTD. AT COST 2,500,000 20,717,952
    HIMALAYA CAPITAL INVESTORS OFFSHORE LP AT COST 7,700,000 11,340,432
    YIHENG CAPITAL OFFSHORE FUND AT COST 9,500,000 11,147,852
    ABDIEL QUALIFIED OFFSHORE PARTNERS LP AT COST 12,000,000 6,761,061
    DRAGONEER OPPORTUNITIES OFFSHORE FEEDER V LP AT COST 5,000,000 5,742,022
    DURABLE CAPITAL OPPORTUNITIES OFFSHORE FUND LP AT COST 248,813 135,865
    HONGKOU CAPITAL OFFSHORE AT COST 3,000,000 2,504,414
    KINGSWAY FCO GROWTH FUND II AT COST 376,389 377,142
    SHAWSPRING PARTNERS QP FUND AT COST 5,000,000 5,000,000
    TENFORE HOLDINGS OFFSHORE FUND III AT COST 221,430 221,430
    GOF II FEEDER A AT COST 2,205,000 3,247,791
    MAGIC SPOON INC AT COST 1,499,996 1,499,996
    REGGORA INC AT COST 996,182 996,182
    SLATE CRAFT GOODS AT COST 600,013 600,013
    STOCKBRIDGE FUND (OS) LTD AT COST 5,588,470 13,895,076
    FLEETCOR TECHNOLOGIES INC AT COST 104 354,318
    THS KINGSWAY - FRONTIER CONSUMER FUND AT COST 3,000,000 4,178,765
    GUTSY SERIES A-3 PREFERRED STOCK AT COST 1,350,000 0
    HERO HEALTH INC. AT COST 1,500,000 1,500,000

    TY 2021 LandEtcSchedule2
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LEASEHOLD IMPROVE 19,445 10,022 9,423 9,423
    PHONE EQUIPMENT 9,939 9,939 0 0
    FURNITURE & FIXTURE 101,209 101,209 0 0
    LEASEHOLD IMPROVE 9,381 4,699 4,682 4,682


    TY 2021 LegalFeesSchedule
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 10,576 0   10,576


    TY 2021 OtherAssetsSchedule
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ART WORK 63,776 63,776 63,776
    LEASEHOLD IMPROVEMENTS USED FOR CHARITABLE PURPOSES 377,108 377,108 377,108
    EQUIPMENT USED FOR CHARITABLE PURPOSES 226,353 226,353 226,353


    TY 2021 OtherDecreasesSchedule
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Description Amount
    BOOK ADJUSTMENTS 799,210


    TY 2021 OtherExpensesSchedule
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUBSCRIPTION, DUES, AND MEMBERSHIP 56,367 0   56,367
    INSURANCE 9,725 0   9,725
    OFFICE EXPENSES 104,341 0   104,341
    POSTAGE AND DELIVERY 4,690 0   4,690
    PROFESSIONAL DEVELOPMENT 16,114 0   16,114
    BANK FEES 315 0   315
    EVENTS 24,718 0   24,718
    WORKERS COMPENSATION 1,485 0   1,485


    TY 2021 OtherIncomeSchedule2
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CHESTNUT HEDGE FUND -8,489 -7,641 -8,489
    OTHER INCOME FROM K-1S 4,753,683 4,979,940 4,753,683
    OTHER INCOME FROM OFFSHORE FUNDS 318,804 91,699 318,804
    OTHER INCOME FROM OTHER ENTITIES 13,009 13,009 13,009
    OTHER INCOME FROM INVESTMENTS -199,595   -199,595


    TY 2021 OtherIncreasesSchedule
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Description Amount
    ADJUSTMENT TO PRIOR YEAR BOOK BALANCES 31,787


    TY 2021 OtherLiabilitiesSchedule
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Description Beginning of Year - Book Value End of Year - Book Value
    LINE OF CREDIT 25,000,000 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CHESTNUT HEDGE FUND 192,570 173,332   0
    FROM K-1S 4,346,415 3,527,805   0
    OTHER ENTITY 1,173,796 1,173,796   0


    TY 2021 SubstantialContributorsSch
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Name Address
    RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST
          		ONE NEWTON EXECUTIVE PARK 104
    NEWTON,MA02462


    TY 2021 TaxesSchedule
    Name:
    RICHARD & SUSAN SMITH FAMILY FOUNDATION
    EIN:
    23-7090011
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 37,583 37,333   0
    PAYROLL TAXES PAID 55,795 0   55,795
    MA TAX PAID 50,000 0   0
    FEDERAL TAX PAID 400,000 0   0
    MA FILING FEE 500 0   500