TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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 11-01-2021 , and ending 10-31-2022

Name of foundation
THE NANCY LURIE MARKS FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)60 WILLIAM STREET SUITE 110
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
WELLESLEY, MA02481

A Employer identification number

04-2607232

B Telephone number (see instructions)

(617) 482-1776

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$143,157,285J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	749,561		749,281
4	Dividends and interest from securities...	1,279,127		1,276,039
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		10,995,747
b	Gross sales price for all assets on line 6a 12,530,335
7	Capital gain net income (from Part IV, line 2)...			10,713,984
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).......		2,488,563	2,355,461
12	Total. Add lines 1 through 11........	15,512,998		15,094,765
13	Compensation of officers, directors, trustees, etc.	752,400		0	752,400
14	Other employee salaries and wages......	363,366		0	363,366
15	Pension plans, employee benefits.......	163,802		0	163,802
16a	Legal fees (attach schedule).........		174,905	0	174,905
b	Accounting fees (attach schedule).......		59,934	29,967	29,967
c	Other professional fees (attach schedule)....		1,735,662	1,621,635	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		205,098	106,194	98,904
19	Depreciation (attach schedule) and depletion...		4,086	0
20	Occupancy..............	193,788		0	193,788
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		176,854	0	176,854
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	3,829,895		1,757,796	1,953,986
25	Contributions, gifts, grants paid.......	3,581,084			3,581,084
26	Total expenses and disbursements. Add lines 24 and 25	7,410,979		1,757,796	5,535,070
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	8,102,019
b	Net investment income (if negative, enter -0-)			13,336,969
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	6,135,401	3,811,048	3,811,048
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	112,545,491	122,979,150	139,344,404
	14	Land, buildings, and equipment: basis 899,816
		Less: accumulated depreciation (attach schedule) 897,983	2,707	1,833	1,833
	15	Other assets (describe )	5,630,000	0	0
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	124,313,599	126,792,031	143,157,285
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	124,313,599	126,792,031
	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).....	124,313,599	126,792,031
	30	Total liabilities and net assets/fund balances (see instructions).	124,313,599	126,792,031

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

124,313,599

Enter amount from Part I, line 27a .....................

8,102,019

Other increases not included in line 2 (itemize) bullet

48,076

Add lines 1, 2, and 3 ..........................

132,463,694

Decreases not included in line 2 (itemize) bullet

5,671,663

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

126,792,031

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
1 a	ABRAMS CAPITAL PARTNERS II, L.P.	P
b	ADAGE CAPITAL PARTNERS, L.P.	P
c	BAUPOST VALUE PARTNERS, L.P. - I	P
d	BRAZOS EQUITY FUND III, LP	P
e	BROOKSIDE CAPITAL PARTNERS FUND, L.P.	P
	CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN EUROPE III	P
	CA RESOURCES FUND (U.S. TAX-EXEMPT), L.P. - SERIES BAIN X	P
	CB OFFSHORE EQUITY FUND VIII, LP	P
	CB OFFSHORE EQUITY FUND IX LP	P
	CB OP AGGREGATOR II-B, LP	P
	CB OP FEEDER I, LP	P
	CB OP FEEDER II LP	P
	CB OP FEEDER IV, LP	P
	CB OP FEEDER V, LP	P
	CB OP FEEDER V-B, LP	P
	CB OP FEEDER VII, LP	P
	CHARLES RIVER INSTITUTIONAL FUND II LP	P
	CHARLES RIVER INSTITUTIONAL FUND III, LP	P
	ELEPHANT PARTNERS I LP	P
	ELEPHANT PARTNERS II-B LP	P
	ENERGY CAPITAL PARTNERS II-B, LP	P
	FIKA VENTURES II	P
	FORTRESS CREDIT OPPORTUNITIES FUND V (A) LP	P
	FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (A) LP	P
	HILLHOUSE FUND IV LP	P
	HOLDCO OPPORTUNITIES FUND L.P.	P
	HOLDCO OPPORTUNITIES FUND II, L.P.	P
	HOLDCO OPPORTUNITIES FUND III, L.P.	P
	IR&M CORE BOND FUND	P
	INTERNATIONAL RESEARCH EQUITY EXTENDED FUND	P
	LL MORTGAGE FUND LP	P
	MARCUS CAPITAL PARTNERS FUND II LP	P
	OAKTREE VALUE EQUITY FUND (DELAWARE), L.P.	P
	PERMIT CAPITAL MORTGAGE FUND, L.P.- SERIES J	P
	QIMING US HEALTHCARE FUND II LP	P
	QIMING VENTURE PARTNERS FUND V LP	P
	QIMING VENTURE PARTNERS VI LP	P
	QIMING VENTURE PARTNERS VII LP	P
	REGENT OPPORTUNITY FUND IV, LLC	P
	REVELATION HEALTHCARE FUND II LP	P
	RIVA CAPITAL PARTNERS IV LP	P
	THE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY TRUST	P
	SILVER LAKE PARTNERS II, LP	P
	SILVER LAKE PARTNERS III CAYMAN (AIV III), L.P.	P
	SL SPV-2 LP	P
	SUMMIT PARTNERS PRIVATE EQUITY FUND VII-B, L.P.	P
	TCG 2.0 - B	P
	TELEGRAPH HILL PARTNERS II, L.P.	P
	TELEGRAPH HILL PARTNERS III, L.P.	P
	TINICUM TAX EXEMPT LP	P
	SIXTH STREET OPPORTUNITIES PARTNERS II (B), L.P.	P
	ULTRA CAPITAL SUSTAINABLE INFRASTRUCTURE TE FEEDER FUND II	P
	UNDERSCORE VC FUND II LP	P
	US RESEARCH EQUITY EXTENDED FUND, L.P.	P
	VENROCK ASSOCIATES V, L.P.	P
	XFUND 2, LP - CLASS B	P
	YORKTOWN ENERGY PARTNERS XI LP	P
	YORKTOWN ENERGY PARTNERS XII LP	P
	YT XII RENEWABLE AIV LP	P
	ADDITION ONE, L.P.	P
	BC VIII PRIVATE INVESTORS, LLC	P
	BC VIII-E PRIVATE INVESTORS, L.P.	P
	BAIN CAPITAL (SSS I) IX, L.P.	P
	BAIN CAPITAL FUND IX, L.P.	P
	BERKSHIRE FUND VII, L.P.	P
	BERKSHIRE FUND VIII (IND), L.P.	P
	BERKSHIRE FUND IX-A (IND), L.P.	P
	BERKSHIRE FUND IX-A IND VP AIV, L.P.	P
	CHARLESBANK EQUITY COINVESTMENT FUND VI, LP	P
	DENHAM COMMODITY PARTNERS FUND V LP	P
	FORTRESS CREDIT OPPORTUNITIES FUND IV(A) LP	P
	GOF FEEDER A LP (GLENDON OPPORTUNITIES FUND LP)	P
	NALANDA INDIA FUND LIMITED	P
	RESOURCE CAPITAL FUND IV L.P.	P
	RIVA CAPITAL PARTNERS III, LP	P
	TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI L.P.	P
	TOP III DELAWARE AIV I-B, L.P.	P
	SIXTH STREET OPPORTUNITIES PARTNERS III (B), L.P.	P
	VENROCK ASSOCIATES VI, LP	P
	VENROCK ASSOCIATES IV, LP	P
	WLR RECOVERY FUND IV DSS AIV, L.P.	P
	TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII, L.P.	P
	HILDENE OPPORTUNITIES OFFSHORE FUND LTD CLASS F	P
	RA CAPITAL HEALTHCARE INTERNATIONAL FUND LP	P
	RA CAPITAL NEXUS INTERNATIONAL FUND LP	P
	RA CAPITAL NEXUS INTERNATIONAL FUND II LP	P
	THE RAPTOR PRIVATE HOLDINGS LTD	P
	CHESTNUT HEDGE FUND LLC	P
	GOULSTON & STORRS	P
	MERRILL LYNCH	P
	STONE RIDGE REINSURANCE RISK PREMIUM FUND	P
	DOVER STREET VII CAYMAN FUND LP	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	10,728	5,391	5,337
b	2,993,146		2,993,146
c	101,963	65,587	36,376
d		9	-9
e	60,775		60,775
	33,350		33,350
	5,408		5,408
	449,504		449,504
		584	-584
	4		4
	24		24
	24		24
		296	-296
	12		12
	2		2
	50		50
	29,501		29,501
	337,503		337,503
	1,081,674		1,081,674
	210,765		210,765
		18,657	-18,657
		1,940	-1,940
	81,268		81,268
	21,083		21,083
	176,279		176,279
	4,687		4,687
	477		477
	369,586		369,586
		83,422	-83,422
	174,661		174,661
	39,174		39,174
	337,142		337,142
	572,930		572,930
	529		529
		4,054	-4,054
		7,224	-7,224
	4,801		4,801
	60		60
	55,174	39,990	15,184
	146,715	30,027	116,688
	27,825	8,115	19,710
	496,649		496,649
		103,197	-103,197
	8,101		8,101
	747		747
	18,716		18,716
	244,157		244,157
		45,575	-45,575
	283,733		283,733
	32,231		32,231
		1,631	-1,631
		5,871	-5,871
		26,095	-26,095
	320,834		320,834
	1,379,377		1,379,377
	5,842		5,842
	59,823		59,823
	3,830		3,830
	4,700		4,700
	7,091		7,091
		150,914	-150,914
		150,493	-150,493
		417,393	-417,393
	7,303		7,303
	12,290		12,290
		10,570	-10,570
	70,796		70,796
	220		220
	363	478	-115
	440		440
	66,740		66,740
	187,172		187,172
	18,842		18,842
	147		147
	72,915	32,782	40,133
	118,991		118,991
	82		82
	25,827		25,827
	167,855		167,855
		11	-11
		5,512	-5,512
	17,124		17,124
	249,835		249,835
	76,284		76,284
	142,657		142,657
	1,687		1,687
		423,151	-423,151
	706,515	109,298	597,217
	288,059	4,581	283,478
	9,221	1,656	7,565
	60,023	61,847	-1,824
	36,292		36,292

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			5,337
b			2,993,146
c			36,376
d			-9
e			60,775
			33,350
			5,408
			449,504
			-584
			4
			24
			24
			-296
			12
			2
			50
			29,501
			337,503
			1,081,674
			210,765
			-18,657
			-1,940
			81,268
			21,083
			176,279
			4,687
			477
			369,586
			-83,422
			174,661
			39,174
			337,142
			572,930
			529
			-4,054
			-7,224
			4,801
			60
			15,184
			116,688
			19,710
			496,649
			-103,197
			8,101
			747
			18,716
			244,157
			-45,575
			283,733
			32,231
			-1,631
			-5,871
			-26,095
			320,834
			1,379,377
			5,842
			59,823
			3,830
			4,700
			7,091
			-150,914
			-150,493
			-417,393
			7,303
			12,290
			-10,570
			70,796
			220
			-115
			440
			66,740
			187,172
			18,842
			147
			40,133
			118,991
			82
			25,827
			167,855
			-11
			-5,512
			17,124
			249,835
			76,284
			142,657
			1,687
			-423,151
			597,217
			283,478
			7,565
			-1,824
			36,292

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	10,713,984
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 ...................		3

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 and enter “N/A" on line 1.
	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	185,384
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	185,384
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	422,303
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	422,303
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	236,919
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax236,919	Refunded	11	0

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

Yes

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Yes

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

WWW.NLMFOUNDATION.ORG

The books are in care of bullet

GOULSTON STORRS Telephone no. bullet

(617) 482-1776

Located at bullet

400 ATLANTIC AVEBOSTONMA ZIP+4 bullet

02110

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

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

Yes

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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? .............

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)):

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?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part 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
CATHY J LURIE	TRUSTEE 1.00	0	0
C/O GOULSTON STORRS 400 ATLANTIC AVE BOSTON,MA02110	TRUSTEE 1.00	0	0
JEFFREY R LURIE	TRUSTEE 1.00	0	0
C/O GOULSTON STORRS 400 ATLANTIC AVE BOSTON,MA02110	TRUSTEE 1.00	0	0
MARK D BALK	TRUSTEE 1.00	0	0
C/O GOULSTON STORRS 400 ATLANTIC AVE BOSTON,MA02110	TRUSTEE 1.00	0	0
HARVEY E CUSHING	TRUSTEE 20.00	154,500	0
C/O GOULSTON STORRS 400 ATLANTIC AVE BOSTON,MA02110	TRUSTEE 20.00	154,500	0
NANCY L MARKS	TRUSTEE 1.00	0	0
C/O GOULSTON STORRS 400 ATLANTIC AVE BOSTON,MA02110	TRUSTEE 1.00	0	0
RICHARD B DENNING	TRUSTEE 20.00	167,200	9,645
C/O NLM FOUNDATION 60 WILLIAMS ST WELLESLEY,MA02481	TRUSTEE 20.00	167,200	9,645
CLARENCE SCHUTT	DIRECTOR 40.00	430,700	19,193
C/O NLM FOUNDATION 60 WILLIAMS ST WELLESLEY,MA02481	DIRECTOR 40.00	430,700	19,193

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
JUDITH CHAN	DIRECTOR OF COMMUNIC 40.00	122,400	51,915	0
C/O NLM FOUNDATION 60 WILLIAMS ST WELLESLEY,MA02481	DIRECTOR OF COMMUNIC 40.00	122,400	51,915	0
ELIZABETH ZWICK	DIRECTOR OF COMMUNIT 40.00	122,400	36,968	0
C/O NLM FOUNDATION 60 WILLIAMS ST WELLESLEY,MA02481	DIRECTOR OF COMMUNIT 40.00	122,400	36,968	0
ELEONORA SILAYEVA	EXECUTIVE ASSOCIATE 40.00	118,566	23,797	0
C/O NLM FOUNDATION 60 WILLIAMS ST WELLESLEY,MA02481	EXECUTIVE ASSOCIATE 40.00	118,566	23,797	0




Total number of other employees paid over $50,000...................				0

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
CAMBRIDGE ASSOCIATES LLC	INVESTMENT ADVISORY FEES	188,430
100 SUMMER STREET BOSTON,MA02110	INVESTMENT ADVISORY FEES	188,430
GOULSTON & STORRS PC	CUSTODIAL & LEGAL FEES	174,905
400 ATLANTIC AVE BOSTON,MA02110	CUSTODIAL & LEGAL FEES	174,905
KENNETH M FARBER	CONSULTING	68,878
C/O NLM FOUNDATION 60 WILLIAMS ST WELLESLEY,MA02481	CONSULTING	68,878
DELOITTE TAX LLP	ACCOUNTING FEES	59,934
200 BERKELEY STREET BOSTON,MA02116	ACCOUNTING FEES	59,934

Total number of others receiving over $50,000 for professional services............. bullet

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	NONE	0
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

151,401,516

Average of monthly cash balances.......................

6,057,981

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

157,459,497

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

157,459,497

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

2,361,892

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

155,097,605

Minimum investment return. Enter 5% (0.05) of line 5................

7,754,880

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.)

Minimum investment return from Part IX, line 6..................

7,754,880

Tax on investment income for 2021 from Part V, line 5.......

185,384

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

185,384

Distributable amount before adjustments. Subtract line 2c from line 1............

7,569,496

Recoveries of amounts treated as qualifying distributions................

48,076

Add lines 3 and 4............................

7,617,572

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

7,617,572

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

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					7,617,572
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......	80,083
b From 2017......
c From 2018......
d From 2019......	893,610
e From 2020......
f Total of lines 3a through e ........		973,693
4Qualifying distributions for 2021 from Part
XI, line 4: $ 5,538,282
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.....					5,538,282
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2021.		973,693			973,693
(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 ..........					1,105,597
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)

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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).)

NANCY L MARKS

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2021)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
3L PLACE 212 HOLLAND STREET SOMERVILLE,MA021441975	NONE	PC	PUBLIC WELFARE	2,500
ASPERGERAUTISM NETWORK 51 WATER STREET SUITE 206 WATERTOWN,MA02472	NONE	PC	MEDICAL RESEARCH	100
BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM 780 ALBANY ST BOSTON,MA02118	NONE	PC	PUBLIC WELFARE	10,000
BOSTON SYMPHONY ORCHESTRA BOSTON SYMPHONY ORCHESTRA SYMPHONY HALL BOSTON,MA02115	NONE	PC	PUBLIC WELFARE	20,000
BRANDEIS UNIVERSITY 415 SOUTH STREET MS 126 WALTHAM,MA02453	NONE	PC	EDUCATION	10,000
CJP--UKRAINIAN EMERGENCY RELIEF FUND 126 HIGH STREET BOSTON,MA021102700	NONE	PC	PUBLIC WELFARE	50,000
EAGLES AUTISM CHALLENGE NOVACARE COMPLEX ONE NOVACARE WAY PHILADELPHIA,PA19145	NONE	PC	MEDICAL RESEARCH	10,000
FRAXA RESEARCH FOUNDATION INC 46 LOVELL ROAD WATERTOWN,MA02472	NONE	PC	MEDICAL RESEARCH	25,000
FRIENDS OF PROJECT LITERACY 123 MAIN STREET WATERTOWN,MA02472	NONE	PC	PUBLIC WELFARE	52
HOSPICE FOUNDATION OF AMERICA 1707 L STREET NW SUITE 220 WASHINGTON,DC20036	NONE	PC	MEDICAL RESEARCH	100,000
INSAR 400 ADMIRAL BLVD KANSAS CITY,MO64106	NONE	PC	MEDICAL RESEARCH	10,000
MAINE MEDICAL CENTER 1 RIVERFRONT PLAZA WESTBROOK WESTBROOK,ME04092	NONE	PC	MEDICAL RESEARCH	376,309
MASSACHUSETTS ADVOCATES FOR CHILDREN 25 KINGSTON ST 2F BOSTON,MA02111	NONE	PC	PUBLIC WELFARE	175,000
MASSACHUSETTS EYE AND EAR INFIRMARY BANK OF AMERICA NA PO BOX 412356 BOSTON,MA02241	NONE	PC	MEDICAL RESEARCH	246,950
MASSACHUSETTS GENERAL HOSPITAL MGH DEVELOPMENT OFFICE 125 NASHUA STREET SUITE 540 BOSTON,MA02114	NONE	PC	MEDICAL RESEARCH	1,368,333
MASSACHUSETTS INSTITUTE OF TECHNOLOGY 600 MEMORIAL DRIVE CAMBRIDGE,MA02139	NONE	PC	EDUCATION	100,000
MERWIN MEMORIAL FREE CLINIC FOR ANIMALS INC 542 CAMBRIDGE ST ALLSTON,MA02134	NONE	PC	PUBLIC WELFARE	150
MSCPA 350 SOUTH HUNTINGTON AVENUE BOSTON,MA02130	NONE	PC	PUBLIC WELFARE	100
MUSEUM OF FINE ARTS MUSEUM OF FINE ARTS 465 HUNTINGTON AVE BOSTON,MA02115	NONE	PC	PUBLIC WELFARE	90
NEW ENGLAND YACHAD 384 HARVARD ST BROOKLINE,MA02446	NONE	PC	PUBLIC WELFARE	60,000
PAN MASSACHUSETTS CHALLENGE INC - DANA FARBER 77 4TH STREET NEEDHAM,MA02494	NONE	PC	MEDICAL RESEARCH	250
PRESIDENT AND FELLOWS OF HARVARD COLLEGE PO BOX 415649 BOSTON,MA02241	NONE	PC	EDUCATION	967,325
THE ARC OF MASSACHUSETTS 217 SOUTH ST WALTHAM,MA02453	NONE	PC	PUBLIC WELFARE	50
THE NEW YORK STEM CELL FOUNDATION 619 WEST 54TH STREET 3RD FLOOR NEW YORK,NY10019	NONE	PC	MEDICAL RESEARCH	48,875
Total ................................. 3a				3,581,084

bApproved for future payment
HARVARD MEDICAL SCHOOL 25 SHATTUCK ST BOSTON,MA02115	NONE	PC	EDUCATION	417,390
HOSPICE FOUNDATION OF AMERICA 1707 L STREET NW SUITE 220 WASHINGTON,DC20036	NONE	PC	MEDICAL RESEARCH	86,983
IPSC RESOURCE WITH THE SIMONS FOUNDATION 160 FIFTH AVENUE 7TH FLOOR NEW YORK,NY10010	NONE	PC	MEDICAL RESEARCH	102,000
MAINE MEDICAL CENTER 1 RIVERFRONT PLAZA WESTBROOK WESTBROOK,ME04092	NONE	PC	MEDICAL RESEARCH	780,244
MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON,MA02114	NONE	PC	MEDICAL RESEARCH	3,286,665
NEW ENGLAND YACHAD 384 HARVARD ST BROOKLINE,MA02446	NONE	PC	PUBLIC WELFARE	50,000
UMASS-AIRC 55 LAKE AVENUE NORTH SUITE S3-301 WORCESTER,MA01655	NONE	GOV	EDUCATION	50,000
YALE (HAFLER) 333 CEDAR STREET NEW HAVEN,CT06510	NONE	PC	MEDICAL RESEARCH	225,000
Total ................................. 3b				4,998,282

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	(e) Related or exempt function income (See instructions.)
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	280	14	749,281
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	281,763	18	10,713,984
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		418,233		15,094,765	0

13Total. Add line 12, columns (b), (d), and (e)..................

15,512,998

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2021 AccountingFeesSchedule

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
DELOITTE TAX LLP	59,934	29,967		29,967

- TIN:

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

TY 2021 DepreciationSchedule

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense
FURNITURE	1996-06-01	11,953	11,953	200DB	7.000000000000	0
COMPUTER	1996-06-01	13,214	13,214	200DB	5.000000000000	0
LEASEHOLD IMPROVEM	1997-06-01	2,436	2,411	200DB	7.000000000000	0
FURNITURE	1997-06-01	3,559	3,520	200DB	7.000000000000	0
EQUIPMENT	1997-06-01	5,302	5,302	200DB	5.000000000000	0
OFFICE EQUIPMENT	1997-09-15	16,741	16,209	200DB	7.000000000000	0
ARCHITECT	1997-09-15	2,178	2,109	200DB	7.000000000000	0
LEASEHOLD IMPROVEM	1998-05-01	11,833	11,833	200DB	7.000000000000	0
LEASEHOLD IMPROVEM	1997-12-01	405	405	200DB	7.000000000000	0
EQUIPMENT	1998-01-01	9,828	9,828	200DB	5.000000000000	0
EQUIPMENT	1998-06-01	19,629	19,629	200DB	5.000000000000	0
EQUIPMENT	1998-09-01	13,773	13,773	200DB	5.000000000000	0
FURNITURE	1997-12-01	3,471	3,471	200DB	7.000000000000	0
LEASEHOLD IMPROVEM	1998-03-01	12,182	12,182	200DB	7.000000000000	0
COMPUTER	1999-04-01	15,821	15,821	200DB	5.000000000000	0
FURNITURE	1999-04-01	291	291	200DB	7.000000000000	0
COMPUTER	2000-10-25	2,480	2,399	200DB	5.000000000000	0
COMPUTER MONITOR	2000-09-29	2,180	2,109	200DB	5.000000000000	0
COMPUTER EQUIPMENT	2000-02-28	3,468	3,468	200DB	5.000000000000	0
FURNITURE	2001-08-06	950	950	200DB	7.000000000000	0
FURNITURE	2001-06-21	1,275	1,275	200DB	7.000000000000	0
OFFICE EQUIPMENT	2001-04-26	30,048	30,048	200DB	5.000000000000	0
COMPUTER EQUIPMENT	2001-07-23	10,955	10,955	200DB	5.000000000000	0
EQUIPMENT	2001-05-21	887	886	200DB	5.000000000000	0
LCD MONITOR	2002-03-18	719	719	200DB	5.000000000000	0
EQUIPMENT	2002-05-06	3,452	3,452	200DB	5.000000000000	0
HARD DRIVE	2002-06-26	245	245	200DB	5.000000000000	0
FURNITURE	2003-05-01	3,258	3,258	200DB	7.000000000000	0
LEASEHOLD IMPROV.	2002-11-08	630	629	200DB	7.000000000000	0
LEASEHOLD IMPROV.	2003-03-14	1,508	1,508	200DB	7.000000000000	0
COMPUTER EQUIPMENT	2004-05-01	95,520	47,760	200DB	5.000000000000	0
COMPUTER EQUIPMENT	2005-05-01	42,977	42,977	200DB	5.000000000000	0
FURNITURE	2006-05-01	208,166	208,165	200DB	7.000000000000	0
FURNITURE	2007-05-01	31,261	31,261	200DB	7.000000000000	0
FURNITURE	2008-05-01	23,396	11,698	200DB	7.000000000000	0
COMPUTER EQUIPMENT	2009-04-01	14,855	7,427	200DB	5.000000000000	0
FURNITURE	2010-05-01	53,761	26,879	200DB	7.000000000000	0
FURNITURE	2011-07-01	7,703		200DB	5.000000000000	0
FURNITURE	2011-11-15	13,219		200DB	5.000000000000	0
FURNITURE	2013-01-15	14,369	7,184	200DB	5.000000000000	0
FURNITURE	2014-05-15	10,060	5,030	200DB	5.000000000000	0
FURNITURE	2015-02-27	6,369	2,776	200DB	5.000000000000	0
FURNITURE	2016-04-01	8,753	4,376	200DB	5.000000000000	0
FURNITURE	2017-03-31	1,709	664	200DB	7.000000000000	76
FURNITURE	2017-05-01	619	241	200DB	7.000000000000	28
FURNITURE	2017-06-02	1,106	429	200DB	7.000000000000	49
FURNITURE	2017-08-30	126	49	200DB	7.000000000000	6
FURNITURE	2017-10-02	2,249	873	200DB	7.000000000000	100
COMPUTER	2017-01-23	80	32	200DB	7.000000000000	4
COMPUTER	2017-05-24	2,259	1,064	200DB	5.000000000000	65
COMPUTER	2017-06-09	2,991	1,408	200DB	5.000000000000	86
COMPUTER	2017-07-05	1,639	771	200DB	5.000000000000	47
COMPUTER	2017-09-26	2,558	1,205	200DB	5.000000000000	74
COMPUTER	2017-12-05	5,130	2,121	200DB	5.000000000000	295
FURNITURE	2017-12-30	294	101	200DB	7.000000000000	13
COMPUTER	2018-01-22	44	18	200DB	5.000000000000	3
COMPUTER	2018-08-30	422	175	200DB	5.000000000000	24
FURNITURE	2018-10-01	98	34	200DB	7.000000000000	4
FURNITURE	2018-11-30	340		200DB	7.000000000000	0
COMPUTER	2019-04-23	283		200DB	5.000000000000	0
FURNITURE	2019-05-01	1,499		200DB	7.000000000000	0
COMPUTER	2019-05-06	7,250		200DB	5.000000000000	0
EQUIPMENT	2019-05-29	54,027		200DB	5.000000000000	0
COMPUTER	2019-07-02	3,248		200DB	5.000000000000	0
COMPUTER	2019-07-08	10,530		200DB	5.000000000000	0
EQUIPMENT	2019-07-19	42,931		200DB	5.000000000000	0
FURNITURE	2019-08-01	1,965		200DB	7.000000000000	0
EQUIPMENT	2019-08-06	14,215		200DB	5.000000000000	0
FURNITURE	2019-08-30	480		200DB	7.000000000000	0
COMPUTER	2019-09-25	1,600		200DB	5.000000000000	0
FURNITURE	2019-10-30	565		200DB	7.000000000000	0
FURNITURE	2019-11-29	1,200		200DB	7.000000000000	0
FURNITURE	2020-03-02	18		200DB	7.000000000000	0
EQUIPMENT	2020-04-22	49		200DB	5.000000000000	0
COMPUTER	2021-11-05	1,465		200DB	5.000000000000	1,465
FURNITURE	2022-06-01	1,747		200DB	7.000000000000	1,747

- TIN:

TY 2021 InvestmentsOtherSchedule2

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
ABRAMS CAPITAL PARTNERS II, L.P.	AT COST	468,696	428,781
ADAGE CAPITAL PARTNERS, L.P.	AT COST	12,577,788	11,420,248
ADDITION TWO LP	AT COST	831,534	907,698
ATLAS CAPITAL RESOURCES IV LP	AT COST	380,889	366,723
BAUPOST VALUE PARTNERS, L.P. - I	AT COST	1,553,259	1,927,703
BRAZOS EQUITY FUND III, LP	AT COST	4,438	52,459
BRIGHTSTAR CAPITAL PARTNERS FUND II-A LP	AT COST	486,894	781,019
BROOKSIDE CAPITAL PARTNERS FUND, L.P.	AT COST	45,700	298,640
CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN EUROPE III	AT COST	156,185	65,973
CA RESOURCES FUND (U.S. TAX-EXEMPT), L.P. - SERIES BAIN X	AT COST	19,240	156,979
CB OFFSHORE EQUITY FUND VIII, LP	AT COST	589,459	874,974
CB OFFSHORE EQUITY FUND IX LP	AT COST	277,689	158,365
CHARLESBANK OFFSHORE EQUITY FUND IX LTD	AT COST	924,668	1,090,863
CB OFFSHORE EQUITY OVERAGE FUND X, LP	AT COST	133,193	79,322
CB OFFSHORE EQUITY FUND X, LP	AT COST	357,131	254,642
CENTER ROCK CAPITAL PARTNERS FUND I-A LP	AT COST	828,705	1,294,662
CHARLES RIVER INSTITUTIONAL FUND II LP	AT COST	420,682	559,218
CHARLES RIVER INSTITUTIONAL FUND III, LP	AT COST	211,428	540,833
CHESTNUT HILL VENTURES, LLC	AT COST	11,185	9,539
DCVC VI LP	AT COST	168,750	80,892
DEFINE VENTURES FUND II LP	AT COST	477,305	394,225
DRIVE CAPITAL FUND III TE	AT COST	934,676	1,275,345
ELEPHANT PARTNERS I LP	AT COST	758,092	1,295,711
ELEPHANT PARTNERS II-B LP	AT COST	589,661	1,462,775
ELEPHANT PARTNERS III-B LP	AT COST	891,533	1,044,094
ELEPHANT PARTNERS IV-B LP	AT COST	418,299	270,103
ENCAP ENERGY CAPITAL FUND VI-B, L.P.	AT COST	142,185	456
ENERGY CAPITAL PARTNERS II-B, LP	AT COST	108,408	3,630
FIKA VENTURES II	AT COST	599,414	1,112,327
FIKA VENTURES III	AT COST	100,000	100,000
FORTRESS CREDIT OPPORTUNITIES FUND V (A) LP	AT COST	766,621	1,056,597
FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (A) LP	AT COST	478,307	406,193
HILLHOUSE FUND IV LP	AT COST	1,360,685	1,833,136
HOLDCO OPPORTUNITIES FUND L.P.	AT COST	507,907	53,070
HOLDCO OPPORTUNITIES FUND II, L.P.	AT COST	168,448	153,212
HOLDCO OPPORTUNITIES FUND III, L.P.	AT COST	0	369,018
IR&M CORE BOND FUND	AT COST	13,041,531	11,761,017
INTERNATIONAL RESEARCH EQUITY EXTENDED FUND	AT COST	5,030,381	4,808,549
LL MORTGAGE FUND LP	AT COST	2,803,780	3,047,913
LL PRIVATE LENDING FUND	AT COST	1,915,602	1,998,123
MARCUS CAPITAL PARTNERS FUND II LP	AT COST	382,095	492,526
NAVITAS FUND LP - JVL ADVISORS	AT COST	67,133	0
OAKTREE VALUE EQUITY FUND (DELAWARE), L.P.	AT COST	781,895	1,425,280
QIMING US HEALTHCARE FUND II LP	AT COST	1,358,221	1,511,856
QIMING US HEALTHCARE FUND III LP	AT COST	142,384	120,289
QIMING VENTURE PARTNERS FUND V LP	AT COST	488,588	1,075,177
QIMING VENTURE PARTNERS VI LP	AT COST	668,144	1,120,299
QIMING VENTURE PARTNERS VII LP	AT COST	614,937	731,782
QIMING VENTURE PARTNERS VIII LP	AT COST	50,000	21,530
QIMING VENTURE PARTNERS VIII-HC LP	AT COST	35,000	6,741
REGENT OPPORTUNITY FUND IV, LLC	AT COST	612,478	1,010,983
REGIMENT CAPITAL SPECIAL SITUATIONS FUND V, L.P.	AT COST	310,043	25,771
REVELATION HEALTHCARE FUND II LP	AT COST	313,228	690,980
REVELATION HEALTHCARE FUND III LP	AT COST	398,612	311,711
RIVA CAPITAL PARTNERS IV LP	AT COST	1,029,788	1,572,904
THE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY TRUST	AT COST	8,848,680	6,569,547
SILVER LAKE PARTNERS III, LP	AT COST	41,936	47,640
SILVER LAKE PARTNERS III CAYMAN (AIV III), L.P.	AT COST	235,264	0
SILVER LAKE PARTNERS III DE (AIV II), L.P.	AT COST	29,647	0
SL SPV-1 FEEDER I L.P	AT COST	4,876	75,393
SL SPV-2 LP	AT COST	0	94,710
SLP III EW FEEDER I, LP	AT COST	17,107	0
SUMMIT PARTNERS PRIVATE EQUITY FUND VII-B, L.P.	AT COST	8,370	83,789
TCG 2.0 - B	AT COST	1,610,579	3,144,611
TELEGRAPH HILL PARTNERS II, L.P.	AT COST	230,061	0
TELEGRAPH HILL PARTNERS III, L.P.	AT COST	775,552	1,342,502
TINICUM TAX EXEMPT LP	AT COST	840,392	1,540,509
SIXTH STREET OPPORTUNITIES PARTNERS II (B), L.P.	AT COST	28,351	64,884
TWO SIGMA INTERNATIONAL CORE FUND LP	AT COST	7,887,171	6,307,327
UNDERSCORE VC FUND II LP	AT COST	587,070	883,101
US RESEARCH EQUITY EXTENDED FUND, L.P.	AT COST	1,846,275	3,586,348
VENROCK ASSOCIATES V, L.P.	AT COST	0	394,957
XFUND 2, LP	AT COST	479,975	1,232,846
XFUND 3, LP	AT COST	120,751	75,481
YORKTOWN ENERGY PARTNERS XI LP	AT COST	498,460	1,027,402
YORKTOWN ENERGY PARTNERS XII LP	AT COST	910,362	939,294
ADDITION ONE, L.P.	AT COST	734,728	1,413,769
ADDITION THREE, L.P.	AT COST	463,033	305,238
BERKSHIRE FUND VII, L.P.	AT COST	11,027	36,606
BERKSHIRE FUND IX-A (IND), L.P.	AT COST	672,899	1,519,703
BRAZOS EQUITY FUND II, LP	AT COST	196,435	7,797
CHARLESBANK EQUITY COINVESTMENT FUND VI, LP	AT COST	349,883	15,402
DENHAM COMMODITY PARTNERS FUND V LP	AT COST	0	67,135
DENHAM IV CONTINUATION FUND LP	AT COST	288,266	71,198
ETON PARK OVERSEAS FUND LTD	AT COST	394,176	50
FORTRESS CREDIT OPPORTUNITIES FUND IV(A) LP	AT COST	453,870	625,212
GOF FEEDER A LP (GLENDON OPPORTUNITIES FUND LP)	AT COST	0	383,444
NALANDA INDIA FUND LIMITED	AT COST	287,176	2,239,362
RESOURCE CAPITAL FUND IV L.P.	AT COST	138,703	59,953
RHO VENTURES V, LP	AT COST	21,729	68,411
RIVA CAPITAL PARTNERS III, LP	AT COST	76,848	249,943
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI L.P.	AT COST	873,731	1,925,185
TOP III DELAWARE AIV I-B, L.P.	AT COST	39,751	0
SIXTH STREET OPPORTUNITIES PARTNERS III (B), L.P.	AT COST	304,179	389,382
TRG FORESTRY FUND 8-B LP	AT COST	36,124	4,968
VENROCK ASSOCIATES VI, LP	AT COST	0	1,971,790
VENROCK ASSOCIATES IV, LP	AT COST	271,148	110,060
WLR RECOVERY FUND IV, L.P.	AT COST	82,884	3,639
TCG 3.0-B, LP	AT COST	349,260	366,276
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII, L.P.	AT COST	822,289	1,371,673
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XIV, L.P.	AT COST	971,525	1,198,341
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XV FEEDER, L.P.	AT COST	618,750	600,470
AVORO LIFE SCIENCES OFFSHORE FUND	AT COST	2,000,000	1,659,322
COATUE OFFSHORE FUND LTD	AT COST	2,200,000	3,297,748
DOVER STREET	AT COST	0	32,434
GOF II FEEDER A	AT COST	1,000,000	1,293,082
HILDENE OPPORTUNITIES OFFSHORE FUND LTD CLASS F	AT COST	2,069,426	2,774,105
LUXOR CAPITAL PARTNERS OFFSHORE FD	AT COST	244,151	187,186
MOON CAPITAL GLOBAL EQUITY OFFSHORE FUND LTD	AT COST	69,840	7,553
NEW VERNON INDIA (CAYMAN) FUND II LP	AT COST	440,071	20,110
PATRON CAPITAL III	AT COST	406,006	18,472
RA CAPITAL HEALTHCARE INTERNATIONAL FUND LP	AT COST	1,872,774	1,975,292
RA CAPITAL NEXUS INTERNATIONAL FUND LP	AT COST	949,065	1,319,433
RA CAPITAL NEXUS INTERNATIONAL FUND II LP	AT COST	1,064,187	985,256
RA CAPITAL NEXUS INTERNATIONAL FUND III, L.P	AT COST	300,000	191,000
SANKATY CREDIT OPPORTUNITIES IV LP (OFFSHORE)	AT COST	302,709	826
THE KINGSWAY - FRONTIER CONSUMER FUND	AT COST	1,200,000	1,424,833
TWO SIGMA ATIVE EXTENSION US ALL CAP EQUITY CAYMAN FUND LTD	AT COST	2,000,000	5,965,664
YIHENG CAPITAL OFFSHORE FUND	AT COST	2,200,000	1,805,024
HIMALAYA CAPITAL INVESTORS OFFSHORE FD	AT COST	2,000,000	2,350,488
CHESTNUT HEDGE FUND LLC	AT COST	8,416,711	6,511,883
GOLDMAN SACHS	AT COST	35,587	34,929
COMMON STOCK/TUKMAN/WEATHERBIE	AT COST	100	98,085
ISHARES CORE MSCI EMERGING MKTS ETF	AT COST	171,767	120,316
STONE RIDGE REINSURANCE RISK PREMIUM FUND	AT COST	34,222	31,702
TOUCHSTONE SANDS CAPITAL EMERGING MKTS GRO FUND	AT COST	1,750,347	911,457

- TIN:

TY 2021 LandEtcSchedule2

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value
FURNITURE	11,953	11,953	0
COMPUTER	13,214	13,214	0
LEASEHOLD IMPROVEM	2,436	2,411	25
FURNITURE	3,559	3,520	39
EQUIPMENT	5,302	5,302	0
OFFICE EQUIPMENT	16,741	16,209	532
ARCHITECT	2,178	2,109	69
LEASEHOLD IMPROVEM	11,833	11,833	0
LEASEHOLD IMPROVEM	405	405	0
EQUIPMENT	9,828	9,828	0
EQUIPMENT	19,629	19,629	0
EQUIPMENT	13,773	13,773	0
FURNITURE	3,471	3,471	0
LEASEHOLD IMPROVEM	12,182	12,182	0
COMPUTER	15,821	15,821	0
FURNITURE	291	291	0
COMPUTER	2,480	2,399	81
COMPUTER MONITOR	2,180	2,109	71
COMPUTER EQUIPMENT	3,468	3,468	0
FURNITURE	950	950	0
FURNITURE	1,275	1,275	0
OFFICE EQUIPMENT	30,048	30,048	0
COMPUTER EQUIPMENT	10,955	10,955	0
EQUIPMENT	887	886	1
LCD MONITOR	719	719	0
EQUIPMENT	3,452	3,452	0
HARD DRIVE	245	245	0
FURNITURE	3,258	3,258	0
LEASEHOLD IMPROV.	630	629	1
LEASEHOLD IMPROV.	1,508	1,508	0
COMPUTER EQUIPMENT	95,520	95,520	0
COMPUTER EQUIPMENT	42,977	42,977	0
FURNITURE	208,166	208,165	1
FURNITURE	31,261	31,261	0
FURNITURE	23,396	23,396	0
COMPUTER EQUIPMENT	14,855	14,855	0
FURNITURE	53,761	53,760	1
FURNITURE	7,703	7,703	0
FURNITURE	13,219	13,219	0
FURNITURE	14,369	14,369	0
FURNITURE	10,060	10,060	0
FURNITURE	6,369	5,961	408
FURNITURE	8,753	8,752	1
FURNITURE	1,709	1,594	115
FURNITURE	619	578	41
FURNITURE	1,106	1,031	75
FURNITURE	126	118	8
FURNITURE	2,249	2,098	151
COMPUTER	80	76	4
COMPUTER	2,259	2,259	0
COMPUTER	2,991	2,990	1
COMPUTER	1,639	1,637	2
COMPUTER	2,558	2,558	0
COMPUTER	5,130	4,981	149
FURNITURE	294	261	33
COMPUTER	44	43	1
COMPUTER	422	410	12
FURNITURE	98	87	11
FURNITURE	340	340	0
COMPUTER	283	283	0
FURNITURE	1,499	1,499	0
COMPUTER	7,250	7,250	0
EQUIPMENT	54,027	54,027	0
COMPUTER	3,248	3,248	0
COMPUTER	10,530	10,530	0
EQUIPMENT	42,931	42,931	0
FURNITURE	1,965	1,965	0
EQUIPMENT	14,215	14,215	0
FURNITURE	480	480	0
COMPUTER	1,600	1,600	0
FURNITURE	565	565	0
FURNITURE	1,200	1,200	0
FURNITURE	18	18	0
EQUIPMENT	49	49	0
COMPUTER	1,465	1,465	0
FURNITURE	1,747	1,747	0

- TIN:

TY 2021 LegalFeesSchedule

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
GOULSTON & STORRS	174,905	0		174,905

- TIN:

TY 2021 OtherAssetsSchedule

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
PROGRAM RELATED INVESTMENT - STEMINA BIOMARKER DISCOVERY, INC.	5,630,000	0	0

- TIN:

TY 2021 OtherDecreasesSchedule

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Description	Amount
ADJUSTMENT FOR PROGRAM RELATED INVESTMENT - STEMINA	5,630,000
OTHER ADJUSTMENT	41,663

- TIN:

TY 2021 OtherExpensesSchedule

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
CONSULTING	99,289	99,289
BOOKS & SUBSCRIPTIONS	5,403	5,403
MAILING FEES	551	551
OFFICE EXPENSES	25,384	25,384
PROGRAM DEVELOPMENT	7,932	7,932
UTILITIES	16,795	16,795
INSURANCE	10,285	10,285
CLEANING SERVICES	100	100
ADVERTISING	1,161	1,161
SUPPLIES	9,210	9,210
SYMPOSIA	744	744

- TIN:

TY 2021 OtherIncomeSchedule2

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
CHESTNUT HEDGE FUND	-5,966	-5,365	-5,966
OTHER INCOME FROM K-1S	2,395,917	2,262,214	2,395,917
OTHER INCOME FROM OFFSHORE FUNDS	98,612	98,612	98,612

- TIN:

TY 2021 OtherIncreasesSchedule

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Description	Amount
RETURNED CONTRIBUTION	48,076

- TIN:

TY 2021 OtherProfessionalFeesSchedule

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Category	Amount	Net Investment Income
CHESTNUT HEDGE FUND	136,479	122,744
FROM K-1S	1,410,753	1,310,461
CAMBRIDGE ASSOCIATES LLC	188,430	188,430

- TIN:

TY 2021 TaxesSchedule

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
FOREIGN TAXES PAID	106,194	106,194	0
MA UBTI TAXES	30,000	0	30,000
MA PC FEE	500	0	500
PAYROLL TAXES	67,033	0	67,033
OTHER TAXES	1,371	0	1,371