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
RICHARD K LUBIN FAMILY FOUNDATION
C/O CASTLE ROCK ADVISORS
Number and street (or P.O. box number if mail is not delivered to street address)200 CLARENDON STREET 35TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02116
A Employer identification number

22-2773808
B Telephone number (see instructions)

(617) 227-0050
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$281,879,172J 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) 5,455,117
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,060,861 2,046,011  
4 Dividends and interest from securities... 5,145,727 5,144,873  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 35,671,179
b Gross sales price for all assets on line 6a 92,447,652
7 Capital gain net income (from Part IV, line 2)... 35,663,519
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
481,889 623,977  
12 Total. Add lines 1 through 11........ 48,814,773 43,478,380  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 686,219 0   686,219
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 32,018 0   32,018
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,897 1,449   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,500 5,250   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
992,303 406,440   183,802
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
587,386 52,582   42,904
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 142,690 0   142,690
21 Travel, conferences, and meetings....... 4,469 0   4,469
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
68,131 0   64,050
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,526,613 465,721   1,156,152
25 Contributions, gifts, grants paid....... 10,121,486 10,121,486
26 Total expenses and disbursements. Add lines 24 and 25 12,648,099 465,721   11,277,638
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 36,166,674
b Net investment income (if negative, enter -0-) 43,012,659
c Adjusted net income (if negative, enter -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.............      
2 Savings and temporary cash investments......... 7,170,654 17,595,332 17,595,332
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).......... 155,522,136 Click to see attachment
List of Attached Documents:
// Content
175,642,479 		259,261,340
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
28,413 		Click to see attachment
List of Attached Documents:
// Content
5,022,500 		Click to see attachment
List of Attached Documents:
// Content
5,022,500
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 162,721,203 198,260,311 281,879,172
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) Click to see attachment
List of Attached Documents:
// Content
356,389 		Click to see attachment
List of Attached Documents:
// Content
432,794
23 Total liabilities (add lines 17 through 22)......... 356,389 432,794
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........ 162,364,814 197,827,517
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)..... 162,364,814 197,827,517
30 Total liabilities and net assets/fund balances (see instructions). 162,721,203 198,260,311
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
162,364,814
2
Enter amount from Part I, line 27a .....................
2
36,166,674
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
198,531,488
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
703,971
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
197,827,517
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 FROM K-1 - HIGHVISTA II P 2022-01-01 2023-07-01
b FROM K-1 - CRA FUND II P 2023-01-01 2023-07-01
c FROM K-1 - CRA FUND II P 2022-01-01 2023-07-01
d FROM K-1 - WGI EMERGING MARKETS P 2023-01-01 2023-07-01
e FROM K-1 - WGI EMERGING MARKETS P 2022-01-01 2023-07-01
FROM K-1 - STOCKBRIDGE P 2023-01-01 2023-07-01
SANDS CAPITAL EM P 2022-01-01 2023-07-01
MORGAN STANLEY #9007 (AVAILABLE UPON REQUEST) P 2023-01-01 2023-07-01
BIL, LTD. P 2022-01-01 2023-07-01
GOLDMAN SACHS #3105 (AVAILABLE UPON REQUEST) P 2023-01-01 2023-07-01
FROM K-1 - HIGHVISTA II P 2023-01-01 2023-07-01
GOLDMAN SACHS #5909 (AVAILABLE UPON REQUEST) P 2023-01-01 2023-07-01
FROM K-1 - STOCKBRIDGE P 2022-01-01 2023-07-01
MORGAN STANLEY #9007 (AVAILABLE UPON REQUEST) P 2022-01-01 2023-07-01
GOLDMAN SACHS #3105 (AVAILABLE UPON REQUEST) P 2022-01-01 2023-07-01
GOLDMAN SACHS #5912 (AVAILABLE UPON REQUEST) P 2023-01-01 2023-07-01
GOLDMAN SACHS #0685 (AVAILABLE UPON REQUEST) P 2022-01-01 2023-07-01
GOLDMAN SACHS #5912 (AVAILABLE UPON REQUEST) P 2022-01-01 2023-07-01
GOLDMAN SACHS #5908 (AVAILABLE UPON REQUEST) D 2022-01-01 2023-07-01
GOLDMAN SACHS #5909 (AVAILABLE UPON REQUEST) P 2022-01-01 2023-07-01
CANYON VALUE REALIZATION FUND, LTD. P 2022-01-01 2023-07-01
POPLAR INTERNATIONAL PARTNERS LP P 2022-01-01 2023-07-01
(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     16,848 -16,848
b     74,633 -74,633
c     156,879 -156,879
d 7,658     7,658
e 20,705     20,705
30,566     30,566
70,769     70,769
73,306   80,812 -7,506
81,214     81,214
134,560   134,560 0
240,336   3,727 236,609
334,554   338,953 -4,399
578,049     578,049
669,378   613,750 55,628
930,417   935,986 -5,569
2,080,996   1,893,754 187,242
4,106,709   4,264,328 -157,619
5,518,901   4,133,506 1,385,395
22,931,237   1,253,625 21,677,612
54,483,425   42,882,772 11,600,653
41     41
154,831     154,831
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       -16,848
b       -74,633
c       -156,879
d       7,658
e       20,705
      30,566
      70,769
      -7,506
      81,214
      0
      236,609
      -4,399
      578,049
      55,628
      -5,569
      187,242
      -157,619
      1,385,395
      21,677,612
      11,600,653
      41
      154,831
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 35,663,519
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) 1 597,876
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........................... 3 597,876
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- ..... 5 597,876
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 448,425
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 333,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 597,876
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 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
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
Yes
 
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
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 arrowRICHARD K LUBIN Telephone no.right arrow (617) 227-0050

Located atright arrow200 CLARENDON STREET 35TH FLOORBOSTONMA ZIP+4right arrow02116
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? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
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
RICHARD K LUBIN CHAIRMAN
10.00 		0 0 0
C/O CASTLE ROCK ADVISORS 200
CLARENDON STREET 35TH FLOOR
BOSTON,MA02116
NANCY K LUBIN TRUSTEE
1.00 		0 0 0
C/O CASTLE ROCK ADVISORS 200
CLARENDON STREET 35TH FLOOR
BOSTON,MA02116
KATE E LUBIN TRUSTEE
3.00 		0 0 0
C/O CASTLE ROCK ADVISORS 200
CLARENDON STREET 35TH FLOOR
BOSTON,MA02116
EMILY L WOODS TRUSTEE
20.00 		0 0 0
C/O CASTLE ROCK ADVISORS 200
CLARENDON STREET 35TH FLOOR
BOSTON,MA02116
GLENDON SUTTON TRUSTEE
1.00 		0 0 0
C/O CASTLE ROCK ADVISORS 200
CLARENDON STREET 35TH FLOOR
BOSTON,MA02116
GREG WOODS TRUSTEE
1.00 		0 0 0
C/O CASTLE ROCK ADVISORS 200
CLARENDON STREET 35TH FLOOR
BOSTON,MA02116
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
SUSAN COHEN EXECUTIVE DIRECTOR
40.00 		379,500 19,800 2,131
27 WALNUT PLACE
BROOKLINE,MA02445
MEGHAN MAZUROWSKI OPERATIONS MANAGER
40.00 		90,750 5,445 766
32 FLEET STREET
BOSTON,MA02113
RACHEL GUERETTE MANAGER, GRANTS AND
40.00 		67,831 3,029 1,193
200 COTTAGE STREET
PAWTUCKET,RI02860
EMILY WOODS DIRECTOR OF EDUCATIO
20.00 		65,000 1,300 0
C/O CASTLE ROCK ADVISORS 200
CLARENDON STREET
BOSTON,MA02116
ANTONIYA OWENS PROGRAM OFFICER
40.00 		64,692 1,294 278
15 LOVELL ST 2
SOMERVILLE,MA02144
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
GOLDMAN SACHS INVESTMENT MANAGEMENT 206,979
125 HIGH STREET 20TH FLOOR
BOSTON,MA021102704
HALL CAPITAL INVESTMENT MANAGEMENT 116,722
850 THIRD AVENUE 19TH FLOOR
NEW YORK,NY10022
MORGAN STANLEY INVESTMENT MANAGEMENT 99,636
28 STATE STREET 26TH FLOOR
BOSTON,MA02109
ISAACSON MILLER INC EXECUTIVE SEARCH FIRM 67,642
PO BOX 4106
WOBURN,MA018884106
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
154,608,276
b
Average of monthly cash balances.......................
1b
18,699,468
c
Fair market value of all other assets (see instructions)................
1c
82,438,832
d
Total (add lines 1a, b, and c).........................
1d
255,746,576
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
255,746,576
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,836,199
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
251,910,377
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
12,595,519
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
12,595,519
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
597,876
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
1,453
c
Add lines 2a and 2b............................
2c
599,329
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
11,996,190
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
11,996,190
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
11,996,190
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
11,277,638
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
11,277,638
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 11,996,190
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 11,276,024
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 11,277,638
a Applied to 2022, but not more than line 2a 11,276,024
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..... 1,614
e Remaining amount distributed out of corpus 0
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 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 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 .......... 		11,994,576
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
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).)
RICHARD K LUBIN
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

ALZHEIMER'S ASSOCIATION

480 PLEASANT STREET
WATERTOWN,MA02472 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 5,000

ALZHEIMER'S DISEASE RESEARCH

34 WASHINGTON STREET SUITE 200
WELLESLEY HILLS,MA02481 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

BEACON ACADEMY

477 LONGWOOD AVENUE
BOSTON,MA02215 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 20,000

BELMONT GOLF SCHOLARSHIP FUND

151 TREMONT STREET
BOSTON,MA02111 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

BETH ISRAEL DEACONESS MEDICAL CENTER

110 FRANCIS STREET
BOSTON,MA02215 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 250,000

BIG BROTHERS BIG SISTERS

75 FEDERAL STREET 8TH FL
BOSTON,MA02210 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 35,000

BOSTON CHILDRENS HOSPITAL

300 LONGWOOD AVENUE
BOSTON,MA02115 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 150,000

BOSTON CHILDRENS MUSEUM

308 CONGRESS STREET
BOSTON,MA02210 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 52,500

BOSTON COMM PEDIATRICS

527 ALBANY ST 200
BOSTON,MA02118 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 10,000

BOSTON EDUCATIONAL DEVELOPMENT

7 PALMER STREET 2ND FLOOR
ROXBURY,MA02119 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 306,000

BOSTON FESTIVAL ORCHESTRA

95 HARLOW ST APT 2
ARLINGTON,MA02474 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 5,000

BOSTON MEDFLIGHT

150 HANSCOM DRIVE
BEDFORD,MA01730 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 5,000

BOSTON MEDICAL CENTER

ONE MEDICAL CENTER PLACE
BOSTON,MA02118 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 50,000

BOSTON MUSIC PROJECT

PO BOX 180772
BOSTON,MA02118 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

BOSTON PLAN FOR EXCELLENCE

67 KEMBLE ST SUITE 25
ROXBURY,MA02119 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 25,000

BOSTON PUBLIC LIBRARY FUND

700 BOYLSTON STREET
BOSON,MA02116 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 25,000

BOSTON PUBLIC SCHOOLS

700 BOYLSTON STREET
BOSTON,MA02115 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 150,000

BOSTON SYMPHONY ORCHESTRA

301 MASSACHUSETTS AVENUE
BOSTON,MA02115 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 100,000

BOSTON YOUTH SYMPHONY ORCHESTRA

855 COMMONWEALTH AVENUE
BOSTON,MA02215 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 5,000

BOTTOM LINE

500 AMORY STREET
JAMAICA PLAIN,MA02130 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 15,000

BOWDOIN COLLEGE

5000 SOUTH STREET
BRUNSWICK,ME04011 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 16,500

BOWDOIN INTERNATIONAL MUSIC FESTIVAL

6300 COLLEGE STATION
BRUNSWICK,ME040118463 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

BOYS AND GIRLS CLUBS OF BOSTON

50 CONGRESS STREET SUITE 730
BOSTON,MA02109 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 50,000

BRAVO VAIL VALLEY MUSIC FESTIVAL

2271 N FRONTAGE ROAD WEST SUITE C
VAIL,CO81657 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 10,000

BRIGHAM & WOMEN'S HOSPITAL

75 FRANCIS STREET
BOSTON,MA02115 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 50,000

BROOKLINE GREEN SPACE ALLIANCE

370 WASHINGTON STREET
BROOKLINE,MA02445 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 2,500

BROWN UNIVERSITY

PO BOX 1876
PROVIDENCE,RI02912 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 19,000

BUNKER HILL COMMUNITY COLLEGE FOUNDATION

250 NEW RUTHERFORD AVENUE
BOSTON,MA02129 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 10,000

CAMP HARBOR VIEW FOUNDATION

1946 WASHINGTON STREET
BOSTON,MA02118 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 40,000

CARROLL SCHOOL

1841 TRAPELO ROAD
WALTHAM,MA02451 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 30,000

CELEBRITY SERIES OF BOSTON

20 PARK PLAZA 1032
BOSTON,MA02116 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 55,000

CELLOBELLO

1200 WASHINGTON STREET SUITE 320
BOSTON,MA02118 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 75,000

CENTER FOR EDUCATIONAL INNOVATION

55 FRUIT STREET
BOSTON,MA02114 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 5,000

CHILDRENS AID

117 WEST 124TH STREET 3RD FLOOR
NEW YORK,NY10027 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 113,195

COMBINED JEWISH PHILANTHROPIES

126 HIGH STREET
BOSTON,MA02110 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,100,000

COMMUNITY FOUNDATION OF NANTUCKET

117 ORANGE STREET
NANTUCKET,MA02554 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 10,000

COMMUNITY MUSICWORKS

1392 WESTMINSTER STREET
PROVIDENCE,RI02909 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 10,000

DAMON RUNYON CANCER RES FDN

55 BROADWAY SUITE 302
NEW YORK,NY10006 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 170,000

DANA-FARBER CANCER INSTITUTE

450 BROOKLINE AVENUE
BOSTON,MA02215 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,233,101

DAVID ORTIZ CHILDRENS FUND

214 MAIN STREET SUITE 448
EL SEGUNDO,CA90245 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 20,000

EMERALD NECKLACE CONSERVANCY

125 FENWAY
BOSTON,MA02115 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 15,000

ESPLANADE ASSOCIATION

575 BOYLSTON STREET SUITE 4R
BOSTON,MA02116 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 10,000

FACING HISTORY AND OURSELVES

16 HURD ROAD
BROOKLINE,MA02445 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 10,000

FAMILY AID BOSTON

3815 WASHINGTON STREET
BOSTON,MA02130 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

FAMILY NUTURING CENTER OF MASSACHUSETTS

200 BOWDOIN STREET
DORCHESTER,MA02122 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 15,000

FERRIS STATE UNIVERSITY

1201 S STATE STREET
BIG RAPIDS,MI49307 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 2,500

FIDELITY CHARITABLE GIFT FUND

776 BOYLSTON ST PH 1G
BOSTON,MA02199 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 260,000

FRIENDS OF THE PUBLIC GARDEN

69 BEACON STREET
BOSTON,MA02108 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 15,000

FROM THE TOP

295 HUNTINGTON AVENUE SUITE 201
BOSTON,MA02115 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 25,000

GEORGETOWN UNIVERSITY LAW CENTER

600 NEW JERSEY AVENUE NW
WASHINGTON,DC20001 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 11,000

HANDEL & HAYDN SOCIETY

300 MASSACHUSETTS AVENUE
BOSTON,MA02115 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 130,000

HEBREW SENIOR LIFE

1200 CENTRE STREET
ROSLINDALE,MA02131 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 2,500

HILL HOUSE INC

127 MT VERNON STREET
BOSTON,MA02108 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 2,500

HISTORIC NEW ENGLAND

OTIS HOUSE 141 CAMBRIDGE STREET
BOSTON,MA02114 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

HORIZONS AT DEDHAM COUNTRY DAY SCHOOL

90 SANDY VALLEY RD
DEDHAM,MA02026 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

HORIZONS FOR HOMELESS CHILDREN

1705 COLUMBUS AVENUE
ROXBURY,MA02119 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 25,000

HOUSING NANTUCKET

75 OLD SOUTH ROAD
NANTUCKET,MA02554 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

INSTITUTE OF CONTEMPORARY ART

25 HARBOR SHORE DRIVE
BOSTON,MA02210 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 100,000

ISABELLA STEWART GARDNER MUSEUM

25 EVANS WAY
BOSTON,MA02115 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 155,000

JDRF GTR NEW ENGLAND CHAPTER

62 WALNUT STREET SUITE 5
WELLESLEY,MA02481 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

JEWISH FEDERATION OF PALM BEACH

1 HARVARD CIRC 100
WEST PALM BEACH,FL33409 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 10,000

JOHN F KENNEDY LIBRARY FOUNDATION

COLUMBIA POINT
BOSTON,MA02125 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

MAKE-A-WISH FOUNDATION

1 BULFINCH PLACE 201
BOSTON,MA02114 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

MANDEL JCC OF THE PALM BEACH

5221 HOOD ROAD
PALM BEACH GARDENS,FL33418 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 2,500

MASSACHUSETTS GENERAL HOSPITAL

55 FRUIT STREET
BOSTON,MA02114 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 55,000

MASSACHUSETTS GOLF ASSOCIATION INC

300 ARNOLD PALMER BLVD
NORTON,MA02766 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 5,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVE
CAMBRIDGE,MA02139 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 10,000

MAXCOURAGE

263 HUNTINGTON AVENUE 366
BOSTON,MA02115 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 10,000

MULTIPLE MYOLOMA RESEARCH FOUNDATION

383 MAIN AVE 5
NORWALK,CT06851 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

MUSEUM OF FINE ARTS - BOSTON

465 HUNTINGTON AVENUE
BOSTON,MA02115 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,100,000

MUSEUM OF SCIENCE

1 SCIENCE PARK
BOSTON,MA02114 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 50,000

MUSICONNECTS

20 BELGRADE AVENUE
ROSLINDALE,MA02131 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 5,000

NANTUCKET ATHENEUM

1 INDIA STREET
NANTUCKET,MA02554 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

NANTUCKET BOOK FESTIVAL

35 OLD SOUTH ROAD
NANTUCKET ISLANE,MA02554 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

NANTUCKET BOYS AND GIRLS CLUB

61 SPARKS AVENUE
NANTUCKET,MA02554 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 50,000

NANTUCKET COMMUNITY MUSIC CENTER

56 CENTRE STREET
NANTUCKET,MA02554 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 2,500

NANTUCKET CONSERVATION FOUNDATION

118 CLIFF ROAD
NANTUCKET,MA02554 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 25,000

NANTUCKET COTTAGE HOSPITAL

57 PROSPECT STREET
NANTUCKET,MA02554 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 25,000

NANTUCKET DREAMLAND

17 S WATER STREET
NANTUCKET,MA02554 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 25,000

NANTUCKET GOLF CLUB FOUNDATION

250 MILESTONE ROAD
NANTUCKET,MA02554 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 10,000

NANTUCKET HISTORICAL ASSOCIATION

15 BROAD STREET
NANTUCKET,MA02554 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 5,000

NANTUCKET MARIA MITCHELL ASSOCIATION

33 WASHINGTON STREET
NANTUCKET,MA02554 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 5,000

NANTUCKET PARTNERSHIP FOR CHILDREN INC

PO BOX 2021
NANTUCKET,MA02584 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 70,000

NEW ENGLAND AQUARIUM

1 CENTRAL WHARF
BOSTON,MA02110 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 50,000

NEW ENGLAND CONSERVATORY

290 HUNTINGTON AVENUE
BOSTON,MA02115 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 75,000

NEW ENGLAND PGA FOUNDATION

PO BOX 743
BOYLSTON,MA01505 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 10,000

NEW TEACHER CTR

1205 PACIFIC AVENUE SUITE 301
SANTA CRUZ,CA95060 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 15,000

NEWTON-WELLESLEY HOSPITAL

2014 WASHINGTON STREET
NEWTON,MA02462 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 5,000

NOTICE ABILITY

PO BOX 380617
CAMBRIDGE,MA02238 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 2,500

NOW & THERE

186 SOUTH STREET STE 302
BOSTON,MA02111 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 25,000

OPPORTUNITY

420 BOYLSTON ST 4
BOSTON,MA02116 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 8,500

OUR HOUSE

5 WHEROWHERO LN
NANTUCKET,MA02554 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

OXBRIDGE ACADEMY

3151 N MILITARY TRL
WEST PALM BEACH,FL33409 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 20,000

PALM BEACH COUNTRY CLUB FOUNDATION

760 N OCEAN BLVD
PALM BEACH,FL33480 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 2,000

PARK SCHOOL CORPORATION

171 GODDARD AVENUE
BROOKLINE,MA02445 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 160,000

PARTNERS IN HEALTH

800 BOYLSTON SUITE 300
BOSTON,MA02199 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 5,000

PHILANTHROPY MASSACHUSETTS

133 FEDERAL STREET SUITE 802
BOSTON,MA02110 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 4,690

PINE STREET INN

444 HARRISON AVE
BOSTON,MA02118 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 5,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

1563 MASSACHUSETTS AVE
CAMBRIDGE,MA02138 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 5,000

RADIUS ENSEMBLE

45 PINE STREET
CONCORD,MA01742 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

REACH OUT AND READ

89 SOUTH STREET
BOSTON,MA02111 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

RECLAIM CHILDHOOD INC

45 PROSPECT STREET
CAMBRIDGE,MA02139 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

REHEARSAL FOR LIFE

670 CENTRE STREET
JAMAICA PLAIN,MA02130 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

SECOND STEP

PO BOX 600213
NEWTONVILLE,MA02460 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 5,000

SEED GLOBAL HEALTH

20 ASHBURTON PLACE 6TH FLOOR
BOSTON,MA02108 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 15,000

SOC OF THE FOUR ARTS

100 FOUR ARTS PLAZA
PALM BEACH,FL33480 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 15,000

SPAULDING REHABILITATION HOSPITAL

300 1ST AVENUE
CHARLESTOWN,MA02129 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 5,000

SPORTSMEN'S TENNIS CLUB

950 BLUE HILL AVENUE
DORCHESTER,MA02124 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 50,000

SPRUCE STREET NURSERY SCHOOL

5 AVERY PLACE
BOSTON,MA02111 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 2,500

SQUASHBUSTERS

795 COLUMBUS AVENUE
ROXBURY CROSSING,MA02120 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 205,000

STEPPING STONE FOUNDATION

155 FEDERAL STREET 800
BOSTON,MA02110 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 10,000

STONE LANTERN FILMS

28 HILLSIDE AVE
SAFFERN,NY10901 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 37,000

SUMMER SEARCH

3840 WASHINGTON STREET SUITE 2
JAMAICA PLAIN,MA02130 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 5,000

TDC

31 MILK STREET SUITE 310
BOSTON,MA02109 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 52,000

TEACH FOR AMERICA

PO BOX 398305
SAN FRANCISCO,CA94139 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 5,000

TEREZIN MUSIC FOUNDATION

PO BOX 230206
BOSTON,MA02123 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

THE BOSTON FOUNDATION

75 ARLINGTON STREET
BOSTON,MA02116 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 50,000

THE FRANCIS OUIMET SCHOLARSHIP

300 ARNOLD PALMER BLVD
NORTON,MA02766 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

THE JOEY FUND

55 CAMBRIDGE PARKWAY
CAMBRIDGE,MA02141 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 5,000

THE MASSACHUESTTS INSTITUTE FOR A NEW COMMONWEALTH INC

11 BEACON STREET
BOSTON,MA02108 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 10,000

THE TRUSTEES OF RESERVATIONS

150 MARTINS LANE
HINGHAM,MA02043 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 10,000

THEATRE WORKSHOP OF NANTUCKET

62 CENTRE STREET
NANTUCKET,MA02554 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER

21 DRYDOCK AVE
BOSTON,MA02210 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 5,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

801 SPRUCE STREET
PHILADELPHIA,PA19107 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 620,000

TSNE

89 SOUTH STREET
BOSTON,MA02111 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 2,500

UNITED WAY

51 SLEEPER STREET
BOSTON,MA02210 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 650,000

UNITED WAY OF PALM BEACH COUNTY

477 S ROSEMARY AVE UNIT 230
WEST PALM BEACH,FL33401 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 11,500

UPPER VALLEY HAVEN

713 HARTFORD AVE
HARTFORD,VT05001 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 5,000

VAIL HEALTH FOUNDATION

181 W MEADOW DRIVE
VAIL,CO81657 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 25,000

VAIL VALLEY FOUNDATION

SUITE 300 90 BENCHMARK ROAD
AVON,CO81620 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 11,500

WBUR (PUBLIC RADIO 909FM BOSTON)

890 COMMONWEALTH AVENUE 3RD FLOOR
BOSTON,MA02215 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,500

WCAI PUBLIC RADIO

3 WATER STREET PO BOX 82
WOODS HOLE,MA02543 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

WGBH (PUBLIC RADIO 897FM BOSTON)

ONE GUEST STREET
BOSTON,MA02135 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 25,000

WHEATON COLLEGE

26 E MAIN STREET
NORTON,MA02766 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 30,000

WINSOR MUSIC INC

312 WALTHAM STREET
LEXINGTON,MA02421 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

WINSOR SCHOOL

103 PILGRIM ROAD
BOSTON,MA02215 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,070,000

WOMEN'S LUNCH PLACE

67 NEWPORT STREET
BOSTON,MA02116 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 1,000

WORLD CHILDREN'S INITIATIVE

PO BOX 7281
MENLO PARK,CA94026 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 20,000

YEAR UP

45 MILK ST 9TH FLR
BOSTON,MA02109 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 100,000

YMCA OF GREATER BOSTON

316 HUNTINGTON AVENUE
BOSTON,MA02115 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 124,000

ZOO NEW ENGLAND

293 SUMMER AVE
SPRINGFIELD,MA01108 		NONE 501(C)(3) TO PROVIDE SUPPORT FOR THE NEEDS OF THE ORGANIZATION. 50,000
Total .................................right arrow 3a 10,121,486
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 ........... 		523000 10,521 14 2,046,011 4,329
4 Dividends and interest from securities .... 523000 854 14 5,144,873  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000 7,660 18 35,508,646  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFROM K-1 - CRA FUND II, LLC - OTHER INCOME (LOSS) 		523000 -67,855 14 -171,751  
bFROM K-1 - STOCKBRIDGE COINVESTORS 523000 0 14 0  
cFROM K-1 - HIGHVISTA II, LP - OTHER INCOME (LOSS) 523000 -2,560 14 -50,154  
dFROM K-1 - BRACEBRIDGE (BIL) - OTHER INCOME (LOSS) 523000 0 14 520,061  
eGOLDMAN SACHS #50685 523000 0 14 0  
fGOLDMAN SACHS #03105 523000 0 14 7,106  
gFROM K-1 - BERKSHIRE INV III 523000 -71,673 14 -4,843  
hGOLDMAN SACHS #65908 523000 0 14 1,923  
iGOLDMAN SACHS #65912 523000 0 14 858  
jFROM K-1 - WGI EMERGING MARKETS FUND, LLC 523000 0 14 -5,763  
kSANDS CAPITAL EMERGING MARKETS GROWTH FEEDER FUND (CAYMAN), LIMITED 523000 0 14 21,312  
lPOPLAR INTERNATIONAL PARTNERS LP 523000 0 14 45,959  
mTHE CANYON VALUE REALIZATION FUND, LTD. 523000 0 14 63,400  
nGOLDENTREE MULTI-SECTOR CUSTOM FUND I (CAYMAN) LP 523000 0 14 195,869  
12 Subtotal. Add columns (b), (d), and (e) .. -123,053 43,323,507 4,329
13Total. Add line 12, columns (b), (d), and (e)..................
13
43,204,783
(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 FEDERALLY TAX EXEMPT INTEREST (IRC SECTION 103)
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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
RICHARD K LUBIN FAMILY FOUNDATION
C/O CASTLE ROCK ADVISORS
Employer identification number

22-2773808
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
RICHARD K LUBIN FAMILY FOUNDATION
C/O CASTLE ROCK ADVISORS 		Employer identification number
22-2773808
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
RICHARD K LUBIN
 
2 N BREAKERS ROW
 
PALM BEACH, FL33480

$ 1,373,083


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
RICHARD K LUBIN
 
2 N BREAKERS ROW
 
PALM BEACH, FL33480

$ 1,491,534


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
RICHARD K LUBIN
 
2 N BREAKERS ROW
 
PALM BEACH, FL33480

$ 10,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
RICHARD K LUBIN
 
2 N BREAKERS ROW
 
PALM BEACH, FL33480

$ 2,580,000


(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.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
RICHARD K LUBIN FAMILY FOUNDATION
C/O CASTLE ROCK ADVISORS 		Employer identification number

22-2773808
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 45,504 SHARES OF ISHARES CURRENCY HEDGED MSCI EAFE (HEFA) $ 1,373,083  
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 18,225 SHARES OF WISDOM TREE EUROPE HEDGED EQUITY FUND $ 1,491,534  
(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
RICHARD K LUBIN FAMILY FOUNDATION
C/O CASTLE ROCK ADVISORS 		Employer identification number

22-2773808
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:
RICHARD K LUBIN FAMILY FOUNDATION
 
C/O CASTLE ROCK ADVISORS
EIN:
22-2773808
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 10,500 5,250   0

TY 2023 InvestmentsOtherSchedule2
Name:
RICHARD K LUBIN FAMILY FOUNDATION
 
C/O CASTLE ROCK ADVISORS
EIN:
22-2773808
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
FROM K-1 - CRA FUND II, LLC AT COST 27,874,100 27,535,478
FROM K-1 - HIGHVISTA II, LP AT COST 9,630,992 9,141,362
GOLDMAN SACHS #65908 AT COST 2,464,312 70,071,566
GOLDMAN SACHS #65909 AT COST 25,307,743 27,833,305
STOCKBRIDGE COINVESTORS AT COST 7,951,683 11,236,524
GOLDMAN SACHS #50685 AT COST 27,518,229 26,520,999
BRACEBRIDGE AT COST 9,293,070 9,536,384
MORGAN STANLEY #9007 AT COST 4,044,248 10,942,307
GOLDMAN SACHS #03105 AT COST 13,304,995 13,356,484
FROM K-1 - BERKSHIRE AT COST 2,618,736 3,291,896
GENERATION IM FUND AT COST 12,000,000 14,024,362
SANDS CAPITAL EMERGING MARKETS GROWTH FEEDER FUND (CAYMAN), LIMITED AT COST 5,092,081 5,280,483
FROM K-1 - WGI EMERGING MARKETS FUND, LLC AT COST 5,082,190 5,760,436
POPLAR INTERNATIONAL PARTNERS LP AT COST 6,200,790 6,466,697
CEVIAN CAPITAL II LTD AT COST 5,000,000 5,643,153
GOLDENTREE MULTI-SECTOR CUSTOM FUND I (CAYMAN) LP AT COST 6,195,869 6,402,731
THE CANYON VALUE REALIZATION FUND, LTD. AT COST 6,063,441 6,217,173

TY 2023 LegalFeesSchedule
Name:
RICHARD K LUBIN FAMILY FOUNDATION
 
C/O CASTLE ROCK ADVISORS
EIN:
22-2773808
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,897 1,449   0


TY 2023 OtherAssetsSchedule
Name:
RICHARD K LUBIN FAMILY FOUNDATION
 
C/O CASTLE ROCK ADVISORS
EIN:
22-2773808
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PREPAID RENT 22,500 22,500 22,500
DIVIDENDS RECEIVABLE 362 0 0
INTEREST RECEIVABLE 5,551 0 0
INVESTMENT CAPITAL CONTRIBUTIONS BEFORE YEAR-END 0 5,000,000 5,000,000


TY 2023 OtherDecreasesSchedule
Name:
RICHARD K LUBIN FAMILY FOUNDATION
 
C/O CASTLE ROCK ADVISORS
EIN:
22-2773808
Description Amount
UNREALIZED APPRECIATION ON CONTRIBUTED SECURITIES 585,661
RECONCILIATION/TIMING ADJUSTMENTS 118,310


TY 2023 OtherExpensesSchedule
Name:
RICHARD K LUBIN FAMILY FOUNDATION
 
C/O CASTLE ROCK ADVISORS
EIN:
22-2773808
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 51,112 0   51,112
SUPPLIES 3,272 0   3,272
PAYROLL FEES 2,195 0   2,195
TELEPHONE 2,166 0   2,166
PROFESSIONAL DEVELOPMENT 745 0   745
OTHER EXPENSES 108 0   108
NONDEDUCTIBLE EXPENSES FROM K-1 - HIGHVISTA II LP 3,019 0   0
NONDEDUCTIBLE EXPENSES FROM K-1 - CRA FUND II LLC 540 0   0
NONDEDUCTIBLE EXPENSES FROM K-1 - BI III 522 0   0
MEMBERSHIPS & SUBSCRIPTIONS 777 0   777
MEALS 3,566 0   3,566
EQUIPMENT RENTAL AND MAINTENANCE 109 0   109


TY 2023 OtherIncomeSchedule2
Name:
RICHARD K LUBIN FAMILY FOUNDATION
 
C/O CASTLE ROCK ADVISORS
EIN:
22-2773808
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM K-1 - CRA FUND II, LLC - OTHER INCOME (LOSS) -239,606 -171,751 -239,606
FROM K-1 - HIGHVISTA II, LP - OTHER INCOME (LOSS) -52,714 -50,154 -52,714
FROM K-1 - BRACEBRIDGE (BIL) - OTHER INCOME (LOSS) 520,061 520,061 520,061
GOLDMAN SACHS #03105 7,106 7,106 7,106
FROM K-1 - BERKSHIRE INV III -76,516 -4,843 -76,516
GOLDMAN SACHS #65908 1,923 1,923 1,923
GOLDMAN SACHS #65912 858 858 858
FROM K-1 - WGI EMERGING MARKETS FUND, LLC -5,763 -5,763 -5,763
SANDS CAPITAL EMERGING MARKETS GROWTH FEEDER FUND (CAYMAN), LIMITED 21,312 21,312 21,312
POPLAR INTERNATIONAL PARTNERS LP 45,959 45,959 45,959
THE CANYON VALUE REALIZATION FUND, LTD. 63,400 63,400 63,400
GOLDENTREE MULTI-SECTOR CUSTOM FUND I (CAYMAN) LP 195,869 195,869 195,869


TY 2023 OtherLiabilitiesSchedule
Name:
RICHARD K LUBIN FAMILY FOUNDATION
 
C/O CASTLE ROCK ADVISORS
EIN:
22-2773808
Description Beginning of Year - Book Value End of Year - Book Value
OUTSTANDING CHECKS 350,900 413,500
ACCOUNTS PAYABLE 5,489 19,294


TY 2023 OtherProfessionalFeesSchedule
Name:
RICHARD K LUBIN FAMILY FOUNDATION
 
C/O CASTLE ROCK ADVISORS
EIN:
22-2773808
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GOLDMAN SACHS #65909 78,173 39,086   0
GOLDMAN SACHS #65912 48,606 26,257   0
GOLDMAN SACHS #50685 63,807 31,904   0
GOLDMAN SACHS #01305 20,299 10,150   0
MORGAN STANLEY #9007 100,103 50,285   0
BOOKKEEPING SERVICES 7,674 0   7,674
IT SERVICES 60,749 0   60,749
OTHER PROFESSIONAL SERVICES 115,379 0   115,379
HIGHVISTA - MANAGEMENT FEES 224,353 112,177   0
CRA FUND II - MANAGEMENT FEES 141,226 70,613   0
BERKSHIRE INVESTORS III - MANAGEMENT FEES 2,903 1,452   0
BERKSHIRE INVESTORS (OS) - MANAGEMENT FEES 10 5   0
BERKSHIRE INVESTORS (OS) II - MANAGEMENT FEES 17 9   0
GOLDMAN SACHS - HALL CAPITAL FEES 81,705 40,853   0
WGI EMERGING MARKETS - MANAGEMENT FEES 536 268   0
FIDELITY - HALL CAPITAL FEES 35,017 17,508   0
STOCKBRIDGE COINVESTORS - MANAGEMENT FEES 11,746 5,873   0


TY 2023 TaxesSchedule
Name:
RICHARD K LUBIN FAMILY FOUNDATION
 
C/O CASTLE ROCK ADVISORS
EIN:
22-2773808
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2021 NOTICE PAYMENT 4,300 0   0
FEDERAL ESTIMATED TAX PAYMENTS 380,000 0   0
FEDERAL PRIOR-YEAR EXTENSION PAYMENT 101,500 0   0
FOREIGN TAX - GOLDMAN SACHS #65909 15,019 15,019   0
FOREIGN TAX - GOLDMAN SACHS #65912 9,039 9,039   0
FOREIGN TAX - MORGAN STANLEY #9007 3,451 3,451   0
FOREIGN TAX FROM K-1 - BERKSHIRE INVESTMENTS III 4 4   0
FOREIGN TAX FROM K-1 - CRA FUND II, LLC 4,773 4,773   0
FOREIGN TAX FROM K-1 - HIGHVISTA II LP 3,942 3,942   0
FOREIGN TAX FROM K-1 - STOCKBRIDGE COINVESTORS LLC 435 435   0
FOREIGN TAX FROM K-1 - WGI EMERGING MARKETS 15,919 15,919   0
MASSACHUSETTS TAXES 6,100 0   0
PAYROLL TAXES 42,904 0   42,904