Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE WILLIAM & LIA G POORVU
FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 380828
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CAMBRIDGE, MA02238
A Employer identification number

04-2651199
B Telephone number (see instructions)

(617) 576-1010
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$132,546,257J 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) 3,250,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 4,469,252 4,469,252  
4 Dividends and interest from securities... 1,032,023 1,032,023  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -2,018,881
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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
List of Attached Documents:
// Content
165,585 182,025 0
12 Total. Add lines 1 through 11........ 6,897,979 5,683,300 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
17,000 0 0 17,000
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
52,157 51,838 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,593,504 1,101,624 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,662,661 1,153,462 0 17,000
25 Contributions, gifts, grants paid....... 8,831,000 8,831,000
26 Total expenses and disbursements. Add lines 24 and 25 10,493,661 1,153,462 0 8,848,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,595,682
b Net investment income (if negative, enter -0-) 4,529,838
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 4,115,355 2,239,413 2,239,413
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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 right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 128,546,237 Click to see attachment
List of Attached Documents:
// Content
126,826,497 		130,306,844
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 132,661,592 129,065,910 132,546,257
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 132,661,592 129,065,910
29 Total net assets or fund balances (see instructions)..... 132,661,592 129,065,910
30 Total liabilities and net assets/fund balances (see instructions). 132,661,592 129,065,910
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
132,661,592
2
Enter amount from Part I, line 27a .....................
2
-3,595,682
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
129,065,910
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
129,065,910
Form 990-PF (2023)
Form 990-PF (2023)
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 1231 PASS THRU ABRAMS CAPITAL PARTNERS P    
b LT PASS THRU ABRAMS CAPITAL PARTNERS P    
c ST PASS THRU ABRAMS CAPITAL PARTNERS P    
d ST PASS THRU BAUPOST LIMITED PARTNERSHIP P    
e LT PASS THRU BAUPOST LIMITED PARTNERSHIP P    
1231 PASS THRU BAUPOST P    
LT PASS THRU CITIC CAPITAL CHINA PARTNERS LP P    
LT PASS THRU CITIC CAPITAL CHINA PARTNERS II LP P    
LT PASS THRU ENERGY CAPITAL PARTNERS III P    
LT PASS THRU ENERGY CAPITAL PARTNERS IV P    
LT PASS THRU FINEPOINT CAPITAL P    
ST PASS THRU BROWN ADVISORY INVESTORS SI INTERNATIONAL P    
LT PASS THRU BROWN ADVISORY INVESTORS SI INTERNATIONAL P    
LT PASS THRU MCR HOSPITALITY FUND II P    
LT PASS THRU MCR HOSPITALITY FUND P    
LT PASS THRU SPT LLC P    
ST PASS THRU SPRUCE HOUSE P    
LT PASS THRU SPRUCE HOUSE P    
LT PASS THRU ENERGY CAPITAL PARTNERS II P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a       50
b       59,049
c       11,820
d       -515,294
e       -1,960,679
      268,125
      -23,328
      -4,405
      3,216
      -984
      2,503
      688
      113,208
      14,539
      20,981
      8
      -470
      -5,473
      -2,435
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       50
b       59,049
c       11,820
d       -515,294
e       -1,960,679
      268,125
      -23,328
      -4,405
      3,216
      -984
      2,503
      688
      113,208
      14,539
      20,981
      8
      -470
      -5,473
      -2,435
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 -2,018,881
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 62,965
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 62,965
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 62,965
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 143,226
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.............. 7 143,226
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 80,261
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow80,261 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMA
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
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 addressright arrowN/A
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (617) 576-1010

Located atright arrow44 BRATTLE STREETCAMBRIDGEMA ZIP+4right arrow02138
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowOC
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
LIA G POORVU TRUSTEE
5.00 		0 0 0
P O BOX 380828
CAMBRIDGE,MA02238
WILLIAM J POORVU TRUSTEE
5.00 		0 0 0
P O BOX 380828
CAMBRIDGE,MA02238
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
130,513,492
b
Average of monthly cash balances.......................
1b
3,177,384
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
133,690,876
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
133,690,876
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,005,363
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
131,685,513
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,584,276
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
6,584,276
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
62,965
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
62,965
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,521,311
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
6,521,311
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
6,521,311
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
8,848,000
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
8,848,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 6,521,311
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 2,652,799
b From 2019...... 3,777,635
c From 2020...... 2,501,153
d From 2021...... 3,008,782
e From 2022...... 2,259,954
f Total of lines 3a through e ........ 14,200,323
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 8,848,000
a Applied to 2022, 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 2023 distributable amount..... 6,521,311
e Remaining amount distributed out of corpus 2,326,689
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 16,527,012
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		2,652,799
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		13,874,213
10 Analysis of line 9:
a Excess from 2019.... 3,777,635
b Excess from 2020.... 2,501,153
c Excess from 2021.... 3,008,782
d Excess from 2022.... 2,259,954
e Excess from 2023.... 2,326,689
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
LIA G POORVU
WILLIAM J POORVU
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 right arrow
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 (2023)
Form 990-PF (2023)
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

2LIFE COMMUNITIES SERVICES

30 WALLINGFORD ROAD
BRIGHTON,MA02135 		NONE PUBLIC CHARITY OPERATING SUPPORT 25,000

ACLU FOUNDATION OF MA

ONE CENTER PLAZA SUITE 850
BOSTON,MA02108 		NONE PUBLIC CHARITY OPERATING SUPPORT 25,000

ADOLESCENT CONSULTATION SERVICES

189 CAMBRIDGE ST
CAMBRIDGE,MA02141 		NONE PUBLIC CHARITY ENDOWMENT - PROGRAM AND OPERATING SUPPORT 100,000

ALEXANDER TWILIGHT ACADEMY

195 W NEWTON ST 2
BOSTON,MA02116 		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000

AMERICAN ACADEMY OF ARTS AND SCIENCES

136 IRVING ST
CAMBRIDGE,MA02141 		NONE PUBLIC CHARITY PROGRAM SUPPORT 200,000

AMERICAN JEWISH COMMITTEE

165 EAST 56TH STREET
NEW YORK,NY10022 		NONE PUBLIC CHARITY TRANSATLANTIC INSTITUTE 15,000

ARCHITECHTS FOUNDATION

1735 NEW YORK AVENUE
WASHINGTON,DC20006 		NONE PUBLIC CHARITY PROGRAM SUPPORT 2,500

ARNOLD ARBORETUM (HARVARD)

PO BOX 419209
BOSTON,MA02241 		NONE PUBLIC CHARITY PROGRAM SUPPORT 150,000

ASSOCIATES OF THE BOSTON PUBLIC LIBRARY

700 BOYLSTON ST
BOSTON,MA02116 		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000

BARD COLLEGE - FISHER CENTER

PO BOX 5000
ANNANDALEONTHEHUDSO,NY12504 		NONE PUBLIC CHARITY FISHER CENTER 100,000

BARD COLLEGE - LONGY SCHOOL OF MUSIC

C/O LONGY 27 GARDEN STREET
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY LONGY SCHOOL OF MUSIC 40,000

BOSTON AREA GLEANERS

240 BEAVER ST
WALTHAM,MA02452 		NONE PUBLIC CHARITY OPERATING SUPPORT 45,000

BOSTON BAROQUE

10 GUEST ST SUITE 290
BOSTON,MA02135 		NONE PUBLIC CHARITY OPERATING SUPPORT 50,000

BOSTON BOOK FESTIVAL

720 MASSACHUSETTS AVE SUITE 8
CAMBRIDGE,MA02139 		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000

BOSTON BY FOOT

87 MOUNT VERNON ST
BOSTON,MA02108 		NONE PUBLIC CHARITY PROGRAM SUPPORT 6,000

BOSTON CAMERATA

PO BOX 120751
BOSTON,MA02112 		NONE PUBLIC CHARITY OPERATING SUPPORT 25,000

BOSTON COLLEGE - MCMULLEN MUSEUM OF ART

140 COMMONWEALTH AVENUE
CHESTNUT HILL,MA02467 		NONE PUBLIC CHARITY MCMULLEN MUSEUM OF ART 5,000

BOSTON LANDMARKS ORCHESTRA

545 CONCORD AVENUE STE 318
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY OPERATING SUPPORT 25,000

BOSTON LYRIC OPERA

11 AVENUE DE LAFAYETTE
BOSTON,MA02111 		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000

BOSTON PUBLIC LIBRARY FOUNDATION

700 BOYLSTON ST
BOSTON,MA02116 		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000

BOSTON SYMPHONY ORCHESTRA

301 MASS AVE
BOSTON,MA02115 		NONE PUBLIC CHARITY OPERATING SUPPORT 25,000

BOTTOM LINE

500 AMORY ST STE 3
JAMAICA PLAIN,MA02130 		NONE PUBLIC CHARITY BOSTON PROGRAM 5,000

BREAKTHROUGH GREATER BOSTON

PO BOX 381486
CAMBRIDGE,MA02238 		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000

BRIDGE OVER TROUBLED WATERS

47 WEST ST
BOSTON,MA02111 		NONE PUBLIC CHARITY OPERATING SUPPORT 25,000

BRIDGES HOMEWARD

60 GORE ST
CAMBRIDGE,MA02141 		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000

BRIGHAM & WOMEN'S HOSPITAL

116 HUNTINGTON AVE 3RD FL
BOSTON,MA02116 		NONE PUBLIC CHARITY PROGRAM AND OPERATING SUPPORT 510,000

BROAD INSTITUTE

75 AMES ST ROOM 6023
CAMBRIDGE,MA02142 		NONE PUBLIC CHARITY PROGRAM SUPPORT 200,000

CAMBRIDGE COMMUNITY FOUNDATION

99 BISHOP ALLEN DRIVE
CAMBRIDGE,MA02139 		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000

CAMBRIDGE HEALTH ALLIANCE FOUNDATION

350 MAIN STREET 5TH FLOOR
MALDEN,MA02148 		NONE PUBLIC CHARITY OPERATING SUPPORT 25,000

CAMBRIDGE PUBLIC LIBRARY FOUNDATION

449 BROADWAY
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY OPERATING SUPPORT 15,000

CAMP JABBERWOCKY

PO BOX 1357
VINEYARD HAVEN,MA02568 		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000

CASE METHOD INSTITUTE FOR ED & DEMOCRACY

8 STORY ST STE 100
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY OPERATING SUPPORT 250,000

CENTERVILLE PUBLIC LIBRARY

585 MAIN ST
CENTERVILLE,MA02632 		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000

CHARITIES AID FOUNDATION OF AMERICA

225 REINEKERS LANE STE 375
ALEXANDRIA,VA22314 		NONE PUBLIC CHARITY EDUCATION PROGRAM SUPPORT 25,000

COMBINED JEWISH PHILANTHROPIES

126 HIGH ST
BOSTON,MA02110 		NONE PUBLIC CHARITY PROGRAM SUPPORT 150,000

CONSERVATORY LAB CHARTER SCHOOL

2120 DORCHESTER AVENUE
BOSTON,MA02124 		NONE PUBLIC CHARITY OPERATING SUPPORT 15,000

CRADLES TO CRAYONS

281 NEWTONVILLE AVENUE
NEWTON,MA02460 		NONE PUBLIC CHARITY PROGRAM AND OPERATING SUPPORT 50,000

CURE ALZHEIMER'S FOUNDATION

34 WASHINGTON ST STE 310
WELLESLEY HILLS,MA02481 		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000

DANA-FARBER CANCER INSTITUTE

10 BROOKLINE PLACE WEST
BROOKLINE,MA02445 		NONE PUBLIC CHARITY PROGRAM SUPPORT 1,000,000

DE NOVO (FKA COMMUNITY LEGAL SERVICES AND COUNSELING CENTER)

47 THORNDIKE STREET
CAMBRIDGE,MA02141 		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000

DEMOCRACY 21 EDUCATION FUND

2000 MASS AVE NW
WASHINGTON,DC20036 		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000

DREAM PROGRAM THE

PO BOX 361
WINOOSKI,VT05404 		NONE PUBLIC CHARITY BOSTON PROGRAM 10,000

ECOAMERICA

1730 RHODE ISLAND AVE NW
WASHINGTON,DC20036 		NONE PUBLIC CHARITY PROGRAM SUPPORT 400,000

ELEANOR ROOSEVELT VAL-KILL PARTNERSHIP

4097 ALBANY POST RD
HYDE PARK,NY12538 		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000

EVERY1 CAN WORK

9639 FAIRFAX BLVD
FAIRFAX,VA22031 		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000

FACING HISTORY AND OURSELVES

16 HURD RD
BROOKLINE,MA02445 		NONE PUBLIC CHARITY OPERATING SUPPORT 50,000

FAMILIES FIRST PARENITNG PROGRAMS INC

50 HUNT ST SUITE 300
WATERTOWN,MA02472 		NONE PUBLIC CHARITY OPERATING SUPPORT 20,000

FAMILYAID BOSTON

3815 WASHINGTON ST
BOSTON,MA02130 		NONE PUBLIC CHARITY OPERATING SUPPORT 25,000

FOOD FOR FREE

11 INMAN STREET
CAMBRIDGE,MA02139 		NONE PUBLIC CHARITY OPERATING SUPPORT 45,000

FORT TICONDEROGA

100 FORT TI RD
TICONDEROGA,NY12883 		NONE PUBLIC CHARITY OPERATING SUPPORT 15,000

FRENCH CULTURAL CENTER

53 MARLBOROUGH ST
BOSTON,MA02116 		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000

FRIENDS OF THE LOBKOWICZ COLLECTIONS

PO BOX 814
DOVER,MA02030 		NONE PUBLIC CHARITY OPERATING SUPPORT 15,000

FROM THE TOP

PO BOX 845429
BOSTON,MA02284 		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000

GILDER LEHRMAN INSTITUTE

49 WEST 45TH ST 2ND FL
NEW YORK,NY10036 		NONE PUBLIC CHARITY PROGRAM AND OPERATING SUPPORT 100,000

GREATER BOSTON FOOD BANK

70 SOUTH BAY AVENUE
BOSTON,MA02118 		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000

GREATER BOSTON LEGAL SERVICES

197 FRIEND STREET
BOSTON,MA02114 		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000

HARVARD HILLEL

52 MT AUBURN ST
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY PROGRAM AND OPERATING SUPPORT 35,000

HARVARD UNIVERSITY

79 JFK ST BOX 100
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY KENNEDY SCHOOL FOR WOMEN AND PUBLIC POLICY 5,000

HARVARD UNIVERSITY

79 JFK ST BOX 123
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY SHORENSTEIN CTR ON MEDIA, POLITICS & PUBLIC POLICY 500,000

HOMESMART

105 CHAUNCY ST SUITE 502
BOSTON,MA02111 		NONE PUBLIC CHARITY OPERATING SUPPORT 25,000

INTERNATIONAL SCHOOL OF PRAGUE FOUNDATION

1350 AVENUE OF THE AMERICAS FL 2
STE 266
NEW YORK,NY10019 		NONE PUBLIC CHARITY PROGRAM SUPPORT 5,000

ISABELLA STEWART GARDNER MUSEUM

25 EVANS WAY
BOSTON,MA02115 		NONE PUBLIC CHARITY PROGRAM SUPPORT 100,000

IVY CHILD INTERNATIONAL

35 BEHARRELL ST 1265
CONCORD,MA01742 		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000

JANE DOE INC

PO BOX 960849
BOSTON,MA02196 		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000

JEWISH WOMEN'S ARCHIVE

1 HARVARD ST SUITE 200
BROOKLINE,MA02445 		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000

KEAN UNIVERSITY FOUNDATION

1000 MORRIS AVENUE
UNION,NJ07083 		NONE PUBLIC CHARITY PROGRAM SUPPORT 10,000

LEAP

31 JEFFERSON ST
NEW HAVEN,CT06511 		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000

LET'S GET READY

82 NASSAU ST 61819
NEW YORK,NY10038 		NONE PUBLIC CHARITY PROGRAM SUPPORT 35,000

LOVIN' SPOONFULLS

189 WELLS AVENUE SUITE 100
NEWTON,MA02459 		NONE PUBLIC CHARITY OPERATING SUPPORT 45,000

MARTHA'S VINEYARD MUSEUM

151 LAGOON POND RD
VINEYARD HAVEN,MA02568 		NONE PUBLIC CHARITY OPERATING SUPPORT 20,000

MASS POETRY

15 CHANNEL CTR ST STE 103
BOSTON,MA02210 		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000

MASSACHUSETTS HISTORICAL SOCIETY

1154 BOYLSTON ST
BOSTON,MA02215 		NONE PUBLIC CHARITY PROGRAM AND OPERATING SUPPORT 50,000

MASSACHUSETTS HUMANITIES

66 BRIDGE ST
NORTHAMPTON,MA01060 		NONE PUBLIC CHARITY OPERATING SUPPORT 50,000

METROPOLITAN HOUSING BOSTON

1411 TREMONT ST
BOSTON,MA02120 		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000

METROPOLITAN OPERA ASSOCIATION

30 LINCOLN CENTER
NEW YORK,NY10023 		NONE PUBLIC CHARITY PROGRAM SUPPORT 30,000

MORE THAN WORDS

56 FELTON STREET
WALTHAM,MA02453 		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000

NATIONAL PUBLIC RADIO FOUNDATION

1111 NORTH CAPITOL ST NE
WASHINGTON,DC20002 		NONE PUBLIC CHARITY OPERATING SUPPORT 25,000

NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY

99-101 NEWBURY ST
BOSTON,MA02116 		NONE PUBLIC CHARITY PROGRAM SUPPORT 10,000

PARTNERS IN HEALTH

800 BOYLSTON ST SUITE 300
BOSTON,MA02199 		NONE PUBLIC CHARITY PROGRAM SUPPORT 10,000

PERKINS SCHOOL FOR THE BLIND

175 NORTH BEACON ST
WATERTOWN,MA02472 		NONE PUBLIC CHARITY PROGRAM SUPPORT 7,500

PHILLIPS ACADEMY ANDOVER

180 ANDOVER STREET
ANDOVER,MA01810 		NONE PUBLIC CHARITY SCHOLARSHIP FUND 50,000

PLANNED PARENTHOOD OF MASSACHUSETTS

1055 COMMONWEALTH AVE
BOSTON,MA02215 		NONE PUBLIC CHARITY OPERATING SUPPORT 20,000

POLLY HILL ARBORETUM

PO BOX 561
WEST TISBURY,MA02575 		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000

PROJECT BREAD - THE WALK FOR HUNGER

145 BORDER STREET
BOSTON,MA02128 		NONE PUBLIC CHARITY OPERATING SUPPORT 45,000

RADCLIFFE INSTITUTE FOR ADVANCED STUDIES

10 GARDEN ST SUITE 300
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY PROGRAM SUPPORT 10,000

RAISING A READER

3 SCHOOL ST 3RD FLOOR
BOSTON,MA02108 		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000

RAZOM FOR UKRAINE

140 2ND AVENUE SUITE 305
NEW YORK,NY10003 		NONE PUBLIC CHARITY OPERATING SUPPORT 12,500

REPRODUCTIVE EQUITY NOW FOUNDATION

15 COURT ST STE 990
BOSTON,MA02108 		NONE PUBLIC CHARITY OPERATING SUPPORT 20,000

SHELTER MUSIC BOSTON

1337 MASS AVE 116
ARLINGTON,MA02476 		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000

SILK ROAD PROJECT

PO BOX 35460
BRIGHTON,MA02135 		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000

SOCIAL INNOVATION FORUM

2 OLIVER ST STE 802
BOSTON,MA02109 		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000

SQUASHBUSTERS

795 COLUMBUS AVENUE
ROXBURY CROSSING,MA02120 		NONE PUBLIC CHARITY OPERATING SUPPORT 10,000

SUMMER SEARCH BOSTON

3840 WASHINGTON ST
JAMAICA PLAIN,MA02130 		NONE PUBLIC CHARITY OPERATING SUPPORT 100,000

SUNFLOWER OF PEACE

PO BOX 600680
NEWTON,MA02460 		NONE PUBLIC CHARITY OPERATING SUPPORT 12,500

TENACITY

38 EVERETT ST STE 50
BOSTON,MA02134 		NONE PUBLIC CHARITY OPERATING SUPPORT 15,000

THE SCHWARTZ CENTER

100 CAMBRIDGE ST STE 2100
BOSTON,MA02114 		NONE PUBLIC CHARITY PROGRAM SUPPORT 15,000

THRIVE SCHOLARS

75 FEDERAL ST SUITE 1250
BOSTON,MA02110 		NONE PUBLIC CHARITY PROGRAM SUPPORT 15,000

TOBIN PROJECT INC

ONE MIFFLIN PLACE STE 240
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY UNRESTRICTED OPERATING SUPPORT 25,000

TRUSTEES OF RESERVATIONS (FORMERLY DECORDOVA)

200 HIGH ST 4TH FLOOR
BOSTON,MA02110 		NONE PUBLIC CHARITY PROGRAM SUPPORT 50,000

TSNE MISSIONWORKS - INTEGRITY INITIATIVES INTERNATIONAL

89 SOUTH ST STE 700
BOSTON,MA02111 		NONE PUBLIC CHARITY INTERGRITY INITIATIVES INTERNATIONAL 50,000

VILNA SHUL

18 PHILLIPS STREET
BOSTON,MA02114 		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000

VOTER REGISTRATION PROJECT

200 MASS AVENUE NW FLOOR
WASHINGTON,DC20001 		NONE PUBLIC CHARITY OPERATING SUPPORT 25,000

WBUR

890 COMMONWEALTH AVE 3RD FL
BOSTON,MA02215 		NONE PUBLIC CHARITY PROGRAM SUPPORT 350,000

WELLESLEY COLLEGE

106 CENTRAL STREET
WELLESLEY,MA02381 		NONE PUBLIC CHARITY PROGRAM AND OPERATING SUPPORT 260,000

WEST CHOP COMMUNITY FUND INC

PO BOX 2009
TISBURY,MA02568 		NONE PUBLIC CHARITY OPERATING SUPPORT 65,000

WGBH EDUCATIONAL FOUNDATION

ONE GUEST STREET
BOSTON,MA02135 		NONE PUBLIC CHARITY PROJECT, PROGRAM, AND OPERATING SUPPORT 150,000

WHITEHEAD INSTITUTE

455 MAIN STREET
CAMBRIDGE,MA02142 		NONE PUBLIC CHARITY OPERATING SUPPORT 5,000

YALE HILLEL

80 WALL STREET
NEW HAVEN,CT06511 		NONE PUBLIC CHARITY OPERATING SUPPORT 35,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		NONE PUBLIC CHARITY ENDOWMENT AND OPERATING SUPPORT 2,500,000
Total .................................right arrow 3a 8,831,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		531120   14   4,469,252
4 Dividends and interest from securities .... 531120   14   1,032,023
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 ..... 531120       165,585
8 Gain or (loss) from sales of assets other than
inventory ............ 		531120       -2,018,881
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 0 3,647,979
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,647,979
(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.)
3 INVESTMENT INCOME
7 INVESTMENT INCOME
8 INVESTMENT INCOME
4 INVESTMENT INCOME
Form 990-PF (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


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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
2023
Name of the organization
THE WILLIAM & LIA G POORVU
FAMILY FOUNDATION
Employer identification number

04-2651199
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE WILLIAM & LIA G POORVU
FAMILY FOUNDATION 		Employer identification number
04-2651199
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
WILLIAM J POORVU
 
P O BOX 380828
 
CAMBRIDGE, MA02238

$ 3,250,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE WILLIAM & LIA G POORVU
FAMILY FOUNDATION 		Employer identification number

04-2651199
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE WILLIAM & LIA G POORVU
FAMILY FOUNDATION 		Employer identification number

04-2651199
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE WILLIAM & LIA G POORVU
 
FAMILY FOUNDATION
EIN:
04-2651199
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 17,000 0 0 17,000

TY 2023 InvestmentsOtherSchedule2
Name:
THE WILLIAM & LIA G POORVU
 
FAMILY FOUNDATION
EIN:
04-2651199
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ABRAMS CAPITAL PARTNERS II, LP AT COST 2,079,801 2,077,755
BAUPOST LIMITED PARTNERSHIP 1983 C-1 AT COST 103,821,680 100,909,533
BLUE SPRUCE AT COST 6,500,000 10,751,869
BROWN ADVISORY GLOBAL FOCUS AT COST 1,000,000 1,233,718
BROWN ADVISTORY INVESTORS SI INTERNATIONAL LLLP AT COST 3,483,488 3,483,488
CBL & ASSOCIATES AT COST 1,298,150 5,632
CITIC CAPITAL CHINA PARTNERS II, LP AT COST 319,624 258,113
ENERGY CAPITAL PARTNERS III-B, LP AT COST 364,674 319,650
ENERGY CAPITAL PARTNRES IV-B LP AT COST 542,497 756,156
FINEPOINT CAPITAL PARTNERS II, LP AT COST 70,327 70,322
MCR HOSPITALITY FUND II LP AT COST 347,031 341,652
MCR HOSPITALITY FUND LP AT COST 310,267 310,264
NEW VERNON INDIA FUND II, LP AT COST 1,250,000 4,063,718
SRS LONG OPPORTUNITIES AT COST 1,000,000 1,453,277
THE ENGINE FOLLOW-ON FUND I, LP AT COST 681,040 681,040
THE SPRUCE HOUSE PARTNERSHIP, LP AT COST 3,350,335 3,350,335
ECP CALPINE HOLDINGS LP AT COST 167,885 624
SPT LLC AT COST 9 9
MCR HOSPITALITY FUND IV LP AT COST 239,689 239,689

TY 2023 OtherExpensesSchedule
Name:
THE WILLIAM & LIA G POORVU
 
FAMILY FOUNDATION
EIN:
04-2651199
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DEDUCTIONS RELATED TO PORTFOLIO INCOME 1,585,758 1,101,624 0 0
NON-DEDUCTIBLE EXPENSES 7,746 0 0 0


TY 2023 OtherIncomeSchedule2
Name:
THE WILLIAM & LIA G POORVU
 
FAMILY FOUNDATION
EIN:
04-2651199
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM ABRAMS CAPITAL PARTNERS -9,784 -9,784  
FROM BAUPOST 1983 C-1 95,793 95,793  
UBTI REPORTED AS CAPITAL GAINS -16,440 0  
CITIC CAPITAL CHINA PARTNERS II -6 -6  
BROWN ADVISORY INVESTORS SI INTERNATIONAL LLLP 638 638  
STATE REFUNDS 29,432 29,432  
IRS REFUNDS 66,354 66,354  
MCR HOSPITALITY FUND IV -402 -402  


TY 2023 TaxesSchedule
Name:
THE WILLIAM & LIA G POORVU
 
FAMILY FOUNDATION
EIN:
04-2651199
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 319 0 0 0
FOREIGN TAXES 51,338 51,338 0 0
STATE TAXES 500 500 0 0