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
ALBERT E MARKS CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)41 WINSLOW ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CAMBRIDGE, MA02138
A Employer identification number

04-2680681
B Telephone number (see instructions)

(617) 642-8688
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$770,678J 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) 24,337
2 Check right arrow.............
3 Interest on savings and temporary cash investments 64 64  
4 Dividends and interest from securities... 11,767 11,767  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -1,284
b Gross sales price for all assets on line 6a 365,021
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
7,587 7,587  
12 Total. Add lines 1 through 11........ 42,471 19,418  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 6,000 3,000   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
1,750 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,012 0   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,069 1,069   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,919 0   1,919
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
78,213 964   77,061
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 90,963 5,033   78,980
25 Contributions, gifts, grants paid....... 38,100 38,100
26 Total expenses and disbursements. Add lines 24 and 25 129,063 5,033   117,080
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -86,592
b Net investment income (if negative, enter -0-) 14,385
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............. 176,065 105,499 105,499
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)....... 502,781 Click to see attachment
List of Attached Documents:
// Content
512,593 		596,326
c Investments—corporate bonds (attach schedule)....... 22,201 0 0
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).......... 71,487 Click to see attachment
List of Attached Documents:
// Content
68,853 		68,853
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) 772,534 686,945 770,678
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........... 772,534 686,945
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 772,534 686,945
30 Total liabilities and net assets/fund balances (see instructions). 772,534 686,945
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
772,534
2
Enter amount from Part I, line 27a .....................
2
-86,592
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,003
4
Add lines 1, 2, and 3 ..........................
4
686,945
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
686,945
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 AIA GROUP LTD P   2023-03-30
b ABBOTT LABS P 2022-02-16 2023-04-05
c ACTIVISION BLIZZARD INC P 2022-02-16 2023-04-05
d AEMETIS INC P   2023-04-05
e ADVANCED DRAIN SYS INC P   2023-04-05
AGRICULTURAL BANK CHINA P   2023-04-05
AIR PRODS CHEMS INC P 2021-10-19 2023-04-05
ALEXANDRIA REAL ESTATE P   2023-04-05
ALGONQUIN PWR P 2021-10-19 2023-04-05
ALPHABET INC P   2023-04-05
AMAZON COM INC P 2021-10-19 2023-04-05
AMERICA MOVIL P 2022-02-16 2023-04-05
AMERICAN TOWER CORP P 2021-10-19 2023-04-05
AMERICAN WTR WKS P   2023-04-05
AMYRIS INC P 2022-02-16 2023-04-05
ANALOG DEVICES INC P   2023-04-05
ANDERSONS INC P   2023-04-05
WELLPOINT INC P   2023-04-05
APELLIS PHARM P   2023-04-05
APPLE INC P   2023-04-05
AUTODESK INC P 2021-10-19 2023-04-05
AVALONBAY P   2023-04-05
VALID DTC P 2021-10-19 2023-04-05
BJS WHSL CLUB P   2023-04-05
BRP INC P 2021-10-19 2023-04-05
BABCOCK WILCOX P 2022-02-16 2023-04-05
BADGER METER INC P   2023-04-05
BERKSHIRE HATHAWAY P   2023-03-20
BHP GROUP P   2023-04-05
BIO RAD LABS P 2021-10-19 2023-04-05
BIOCRYST PHARM P   2023-04-05
BRASILAGRO BRAZILIAN P 2022-02-16 2023-04-05
BRUNSWICK CORP P   2023-04-05
CABOT CORP P   2023-04-05
CADENCE BANK P   2023-04-05
CALIX INC P   2023-04-05
CATERPILLAR INC P 2022-02-16 2023-04-05
CEMEX SAB P 2022-02-16 2023-04-05
SMART POWERR CORP P   2023-04-05
CHINA CONSTR BK P   2023-02-13
CHINA SOUTHERN AIRLINES P   2023-02-13
CHUNGHWA TELECOM P   2023-04-05
CIENA CORP P   2023-04-05
CLEARWAY ENERGY INC P 2022-02-16 2023-04-05
CLEARWAY ENERGY INC P   2023-04-05
CODEXIS INC P   2023-04-05
COLUMBIA BKG SYS P 2020-03-02 2023-04-05
COMMONWEALTH BANK P   2023-03-30
CONSTELLATION BRANDS P 2022-02-16 2023-04-05
CROWN CASTLE INC P   2023-04-05
DANAHER CORP P   2023-04-05
DEUTSCHE POST P   2023-03-30
DIGITAL RLTY P 2022-02-16 2023-04-05
DISNEY WALT CO P   2023-04-05
DR REDDYS LABS P 2021-10-19 2023-04-05
DUKE ENERGY CORP P 2021-10-19 2023-04-05
ASPEN TECH INC P   2023-04-05
ENBRIDGE INC P 2021-10-19 2023-04-05
ENERGIZER HOLDINGS P 2021-10-19 2023-04-05
ENPHASE ENERGY INC P   2023-04-05
EQUINIX INC P   2023-04-05
EQUITY RESIDENTIAL P   2023-04-05
ESSEX PPTY P 2021-10-19 2023-04-05
EVERGY INC P 2021-10-19 2023-04-05
EXPEDITORS INTL P 2021-10-19 2023-04-05
EXTRA SPACE STORAGE P   2023-04-05
META PLATFORMS INC P 2021-10-19 2023-04-05
FEDEX CORP P 2021-10-19 2023-04-05
FIDELITY NATL P   2023-04-05
FIRST CTZNS P   2023-04-05
FIRST HORIZON CORP P   2023-04-05
FISERV INC P 2021-10-19 2023-04-05
FUTUREFUEL CORP P 2021-10-19 2023-04-05
GEVO INC P 2022-02-16 2023-04-05
GILEAD SCIENCES INC P 2021-10-19 2023-04-05
GLOBUS MED INC P   2023-04-05
GRAFTECH INTL P 2021-10-19 2023-04-05
GRAHAM HOLDINGS P   2023-04-05
GRUPO AEROPUERTO P   2023-04-05
HDFC BANK P 2021-10-19 2023-04-05
HEALTHPEAK PROP. P 2021-10-19 2023-04-05
HOME DEPOT INC P   2023-04-05
HUNTINGTON BANCSHARES P 2022-02-16 2023-04-05
IBERDROLA SA P   2023-03-30
ICICI BANK LIMITED P   2023-04-05
IDEXX LABS P   2023-04-05
ILLINOIS TOOL WKS INC P 2021-10-19 2023-04-05
INDEPENDENT BANK GROUP P   2023-04-05
INFOSYS LTD P   2023-04-05
INTERNATIONAL PAPER P 2021-10-19 2023-04-05
INTRACELLULAR THERAPIES P   2023-04-05
INVITATION HOMES INC P 2021-10-19 2023-04-05
JELDWEN HLDG INC P 2022-02-16 2023-04-05
KDDI CORP P   2023-03-30
KERING S A P   2023-03-30
KOHLS CORP P   2023-04-05
LSB INDS INC P   2023-04-05
LVMH MOET P   2023-03-30
LAM RESEARCH CORP P   2023-04-05
LENDINGCLUB CORP P   2023-04-05
ELI LILLY CO P 2022-02-16 2023-04-05
LIVE NATION P 2022-02-16 2023-04-05
MKS INSTRS INC P   2023-04-05
MARATHON PETE CORP P 2022-02-16 2023-04-05
MARSH MCLENNAN P 2022-02-16 2023-04-05
MICROSOFT CORP P   2023-04-05
MICRON TECH INC P 2022-02-16 2023-04-05
MIDAMER APT P   2023-04-05
MIRATI THERAPEUTICS P 2021-10-19 2023-04-05
NASPERS LTD P   2023-03-30
NESTLE S A P   2023-03-30
NETAPP INC P 2022-02-16 2023-04-05
NY TIMES CO P   2023-04-05
NEWELL BRANDS P 2022-02-16 2023-04-05
NEXTERA ENERGY P   2023-04-05
NIPPON TELEG P   2023-03-30
NOVARTIS AG P   2023-04-05
NOVONORDISK P 2022-02-16 2023-04-05
NVIDIA CORP P   2023-04-05
ORION OFFICE P   2023-04-05
ORMAT TECH INC P   2023-04-05
OTTER TAIL CORP P   2023-04-05
PGE CORP P 2022-02-16 2023-04-05
PNC FINL SVCS P 2022-02-16 2023-04-05
PTC THERAPEUTICS P   2023-04-05
PEBBLEBROOK HOTEL P   2023-04-05
P T TELE P   2023-04-05
PINNACLE WEST P 2022-02-16 2023-04-05
PROLOGIS INC P   2023-04-05
PUBLIC STORAGE P   2023-04-05
REALTY INCOME CORP P   2023-04-05
RIO TINTO PLC P   2023-04-05
RIOT BLOCKCHAIN P   2023-04-05
ROCHE HLDG LTD P   2023-04-05
ROPER TECH INC P   2023-04-05
SEI INVESTMENTS P   2023-04-05
SKF AB SKFRY P   2023-03-30
SPDR BARCLAYS CAPITAL P 2021-10-19 2023-04-05
SAP SE P 2020-03-02 2023-04-05
SCHNEIDER ELECTRIC P   2023-03-30
SCHWAB CHARLES P 2022-02-16 2023-04-05
SEALED AIR CORP P   2023-04-05
SIEMENS A G P   2023-03-30
SIMON PPTY GROUP P   2023-04-05
SINCLAIR BROADCAST GROUP P 2020-03-20 2023-04-05
SOLAREDGE TECH INC P   2023-04-05
SPLUNK INC P   2023-04-05
SPROUTS FMRS MKT P   2023-04-05
SUN CMNTYS INC P   2023-04-05
TJX COS INC P   2023-04-05
TPI COMPOSITIES INC P 2020-03-20 2023-04-05
TAIWAN SEMICONDUCTOR P   2023-04-05
TC ENERGY CORP P   2023-04-05
TELADOC HEALTH INC P 2021-10-19 2023-04-05
TESLA INC P   2023-04-05
TEXAS CAPITAL P   2023-04-05
THOMSON REUTERS CORP P   2023-04-05
TOYOTA MOTOR CORP P   2023-04-05
TRACTOR SUPPLY CO P   2023-04-05
TRANSUNION COM P   2023-04-05
TRIMBLE INC P 2021-10-19 2023-04-05
TRINITY INDS INC P   2023-04-05
ULTRA PAR P 2022-02-16 2023-04-05
UPS INC P   2023-04-05
UNITEDHEALTH GROUP P   2023-04-05
VALE S A P   2023-04-05
VANGUARD SCOTTSDALE P 2020-03-02 2023-04-05
VENTAS INC P   2023-04-05
VEOLIA ENVIRONNEMENT P   2023-03-30
VESTAS WIND P   2023-03-30
VISA INC P 2021-10-19 2023-04-05
VULCAN MATLS CO P   2023-04-05
WARNER BROS P 2022-02-16 2023-04-05
WASTE MGMT INC P   2023-04-05
WATERS CORP P   2023-04-05
WELLTOWER INC P 2022-02-16 2023-04-05
WEST FRASER TIMBER P   2023-04-05
WEX INC P   2023-04-05
WEYERHAEUSER CO P 2022-02-16 2023-04-05
WORKDAY INC P 2021-10-19 2023-04-05
XCEL ENERGY INC P   2023-04-05
XYLEM INC P 2021-10-19 2023-04-05
ZILLOW GROUP INC P   2023-04-05
ZILLOW GROUP INC P 2022-02-16 2023-04-05
ATLANTIC YIELD P   2023-04-05
MEDTRONIC PLC P 2021-10-19 2023-04-05
ASML HOLDING P   2023-04-05
NEXTERA ENERGY P   2023-04-05
SCHLUMBERGER LTD P 2023-04-21 2023-06-02
VMWARE INC P 2023-04-21 2023-11-27
WOODSIDE ENERGY P 2022-06-02 2023-04-21
ABBOTT LABS P   2023-04-21
ACTIVISION BLIZZARD INC P   2023-10-13
ADVANCED DRAIN SYS INC P 2021-10-19 2023-04-21
AEMETIS INC P 2021-10-19 2023-04-21
AIR PRODS CHEMS INC P   2023-04-21
ALEXANDRIA REAL ESTATE P 2020-03-02 2023-04-21
ALGONQUIN PWR P   2023-04-21
ALPHABET INC P   2023-04-21
AMAZON COM INC P   2023-04-21
AMERN TOWER CORP P 2021-10-19 2023-04-21
AMYRIS INC P   2023-04-21
ANALOG DEVICES INC P 2021-10-19 2023-04-21
ANDERSONS INC P 2020-03-02 2023-04-21
ASPEN TECH INC P 2020-03-02 2023-04-21
ATLANTICA SUSTAINABLE P 2021-10-19 2023-04-21
AUTODESK INC P 2021-10-19 2023-04-21
AVALONBAY P   2023-04-21
BABCOCK WILCOX P   2023-04-21
BADGER METER INC P 2021-10-19 2023-04-21
BHP GROUP P 2021-10-19 2023-04-21
BIO RAD LABS P   2023-04-21
BIOCRYST PHARM P 2021-10-19 2023-04-21
BRASILAGRO BRAZILIAN P   2023-04-21
BRP INC P   2023-04-21
BRUNSWICK CORP P   2023-04-21
CABOT CORP P 2021-10-19 2023-04-21
CADENCE BANK P 2021-10-19 2023-04-21
CALIX INC P 2021-10-19 2023-04-21
CATERPILLAR INC P   2023-04-21
SCHWAB CHARLES P   2023-04-21
CIENA CORP P 2021-10-19 2023-04-21
CLEARWAY ENERGY INC P   2023-04-21
CLEARWAY ENERGY INC P   2023-04-21
CODEXIS INC P 2020-03-02 2023-04-21
CONSTELLATION BRANDS P   2023-04-21
CROWN CASTLE INC P 2020-03-02 2023-04-21
DIGITAL RLTY P   2023-04-21
DR REDDYS LABS P   2023-04-21
DUKE ENERGY CORP P 2021-10-19 2023-04-21
ELEVANCE HEALTH INC P 2020-03-02 2023-04-21
ENBRIDGE INC P   2023-04-21
ENERGIZER HOLDINGS P   2023-04-21
ENPHASE ENERGY INC P 2021-10-19 2023-04-21
EQUITY RESIDENTIAL P   2023-04-21
ESSEX PPTY P   2023-04-21
EVERGY INC P   2023-04-21
EXPEDITORS INTL P   2023-04-21
FEDEX CORP P 2021-10-19 2023-04-21
FIDELITY NATL P 2021-10-19 2023-04-21
FIRST HORIZON CORP P 2021-10-19 2023-04-21
FISERV INC P 2021-10-19 2023-04-21
FUTUREFUEL CORP P   2023-04-21
GEVO INC P   2023-04-21
GILEAD SCIENCES INC P 2021-10-19 2023-04-21
GLOBUS MED INC P 2021-10-19 2023-04-21
GRAFTECH INTL P   2023-04-21
HEALTHPEAK PROP. P   2023-04-21
HOME DEPOT INC P   2023-04-21
HUNTINGTON BANCSHARES P   2023-04-21
ILLINOIS TOOL WKS INC P 2021-10-19 2023-04-21
INDEPENDENT BANK GROUP P   2023-04-21
INTERNATIONAL PAPER P   2023-04-21
INTRACELLULAR THERAPIES P 2021-10-19 2023-04-21
INVITATION HOMES INC P   2023-04-21
JELDWEN HLDG INC P   2023-04-21
KOHLS CORP P 2021-10-19 2023-04-21
L S B INDUSTRIES P 2021-10-19 2023-04-21
LAM RESEARCH CORP P 2021-10-19 2023-04-21
LENDINGCLUB CORP P 2021-10-19 2023-04-21
LILLY ELI & CO P   2023-04-21
LIVE NATION P   2023-04-21
MARATHON PETE CORP P   2023-04-21
MARSH MCLENNAN P   2023-04-21
MICRON TECH INC P   2023-04-21
MICROSOFT CORP P 2020-03-02 2023-04-21
MIRATI THERAPEUTICS P   2023-04-21
MKS INSTRS INC P 2021-10-19 2023-04-21
NETAPP INC P   2023-04-21
NY TIMES CO P 2021-10-19 2023-04-21
NEWELL BRANDS P   2023-04-21
NEXTERA ENERGY P 2020-03-02 2023-04-21
NVIDIA CORP P 2021-10-19 2023-04-21
ORION OFFICE P 2021-11-15 2023-04-21
ORMAT TECH INC P   2023-04-21
OTTER TAIL CORP P 2021-10-19 2023-04-21
PGE CORP P   2023-04-21
PEBBLEBROOK HOTEL P 2021-10-19 2023-04-21
PINNACLE WEST P   2023-04-21
PNC FINL SVCS P   2023-04-21
PROLOGIS INC P   2023-04-21
PTC THERAPEUTICS P 2021-10-19 2023-04-21
RBC BLUEBAY IMPACT P 2021-10-19 2023-04-21
REALTY INCOME CORP P 2020-03-02 2023-04-21
RIO TINTO PLC P 2021-10-19 2023-04-21
RIOT PLATFORMS INC P 2021-10-19 2023-04-21
SEI INVESTMENTS P 2021-10-19 2023-04-21
SAP SE P 2020-03-02 2023-04-21
SEALED AIR CORP P 2021-10-19 2023-04-21
SIMON PPTY GROUP P   2023-04-21
SMART POWERR CORP P 2021-10-19 2023-04-21
SPDR PORTFOLIO SHORT P   2023-04-21
SPLUNK INC P 2021-10-19 2023-04-21
SPROUTS FMRS MKT P 2021-10-19 2023-04-21
SUN CMNTYS INC P   2023-04-21
TC ENERGY CORP P 2021-10-19 2023-04-21
TELADOC HEALTH INC P   2023-04-21
TEXAS CAPITAL P 2021-10-19 2023-04-21
THOMSON REUTERS CORP P   2023-04-21
TJX COS INC P   2023-04-21
TOYOTA MOTOR CORP P   2023-04-21
TRACTOR SUPPLY CO P 2021-10-19 2023-04-21
TRANSUNION COM P   2023-04-21
TRIMBLE INC P   2023-04-21
TRINITY INDS INC P   2023-04-21
ULTRA PAR P   2023-04-21
UPS INC P 2021-10-19 2023-04-21
UNITEDHEALTH GROUP P   2023-04-21
VALE S A P 2021-10-19 2023-04-21
VANGUARD INTRMDIAT TRM P 2020-03-02 2023-04-21
VENTAS INC P   2023-04-21
VISA INC P   2023-04-21
VULCAN MATLS CO P 2021-10-19 2023-04-21
DISNEY WALT CO P   2023-04-21
WARNER BROS P   2023-04-21
WELLTOWER INC P   2023-04-21
WEST FRASER TIMBER P 2021-10-19 2023-04-21
WEX INC P 2021-10-19 2023-04-21
WEYERHAEUSER CO P   2023-04-21
WORKDAY INC P 2021-10-19 2023-04-21
XCEL ENERGY INC P 2021-10-19 2023-04-21
XYLEM INC P   2023-04-21
ZILLOW GROUP INC P   2023-04-21
ZILLOW GROUP INC P 2021-10-19 2023-04-21
NEXTERA ENERGY P 2020-03-02 2023-04-21
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,035   1,884 151
b 71   85 -14
c 48   45 3
d 1   9 -8
e 59   85 -26
965   1,026 -61
242   250 -8
21   31 -10
7   13 -6
80   99 -19
4   7 -3
10   9 1
152   202 -50
7   7 0
    1 -1
151   140 11
30   16 14
121   102 19
7   4 3
129   122 7
151   225 -74
114   151 -37
19   24 -5
16   13 3
51   67 -16
2   3 -1
38   33 5
8,926   6,829 2,097
51   53 -2
324   514 -190
6   11 -5
2   2 0
23   30 -7
34   26 8
19   28 -9
6   7 -1
68   64 4
1   1 0
1   6 -5
853   1,017 -164
1,045   877 168
35   36 -1
10   12 -2
1   1 0
30   31 -1
1   2 -1
3   6 -3
1,862   1,487 375
38   27 11
77   93 -16
172   141 31
1,636   1,056 580
11   16 -5
76   139 -63
51   57 -6
30   31 -1
84   18 66
38   42 -4
16   18 -2
160   159 1
337   292 45
48   68 -20
14   22 -8
51   52 -1
12   13 -1
88   72 16
58   94 -36
2   2 0
49   118 -69
631   534 97
13   13 0
101   100 1
5   5 0
1   3 -2
27   22 5
54   72 -18
3   8 -5
241   238 3
29   22 7
14   16 -2
2   3 -1
204   254 -50
6   10 -4
197   178 19
13   12 1
134   180 -46
181   174 7
14   23 -9
13   14 -1
1   1 0
39   30 9
31   40 -9
1   2 -1
2,115   1,941 174
1,959   2,201 -242
7   16 -9
2   3 -1
2,638   1,239 1,399
95   113 -18
1   5 -4
28   20 8
7   12 -5
57   99 -42
57   35 22
10   10 0
119   113 6
46   77 -31
78   82 -4
3   16 -13
978   888 90
2,176   1,889 287
6   9 -3
35   49 -14
2   5 -3
71   62 9
2,422   2,200 222
47   42 5
1   1 0
206   189 17
6   19 -13
37   33 4
8   7 1
12   8 4
34   58 -24
17   14 3
6   9 -3
22   23 -1
6   5 1
99   98 1
95   80 15
24   27 -3
65   72 -7
7   25 -18
1,623   2,202 -579
165   134 31
31   34 -3
133   176 -43
27   28 -1
5   5 0
179   179 0
13   23 -10
13   16 -3
2,187   1,388 799
74   89 -15
3   4 -1
152   70 82
54   96 -42
28   19 9
77   91 -14
78   67 11
2   4 -2
15   16 -1
11   15 -4
20   109 -89
58   19 39
42   54 -12
94   85 9
44   50 -6
90   80 10
17   33 -16
16   28 -12
8   11 -3
3   3 0
133   146 -13
465   401 64
15   17 -2
26   30 -4
37   50 -13
166   149 17
170   114 56
83   85 -2
34   40 -6
2   5 -3
82   59 23
205   237 -32
5   6 -1
6   9 -3
136   147 -11
16   23 -7
34   49 -15
48   44 4
19   23 -4
41   92 -51
8   19 -11
27   33 -6
5   7 -2
569   258 311
22   17 5
6,792   7,154 -362
427   383 44
294   310 -16
5,262   5,614 -352
7,341   6,381 960
334   449 -115
19   168 -149
6,104   5,459 645
1,611   1,996 -385
91   165 -74
6,140   3,935 2,205
5,243   4,758 485
612   825 -213
10   177 -167
2,236   2,103 133
308   133 175
235   44 191
113   138 -25
1,551   2,360 -809
1,892   2,260 -368
220   235 -15
271   205 66
2,156   2,151 5
1,393   2,218 -825
111   228 -117
848   1,021 -173
390   468 -78
432   508 -76
294   215 79
142   210 -68
185   230 -45
5,240   4,763 477
4,136   6,257 -2,121
466   526 -60
567   459 108
181   177 4
26   69 -43
10,632   7,107 3,525
1,262   1,468 -206
1,720   2,272 -552
843   894 -51
4,902   5,043 -141
2,678   1,595 1,083
2,005   2,185 -180
194   221 -27
1,804   1,507 297
974   1,259 -285
1,689   2,329 -640
126   127 -1
2,545   2,731 -186
5,746   5,734 12
2,073   4,576 -2,503
567   522 45
5,259   4,989 270
229   233 -4
30   179 -149
5,182   4,001 1,181
347   463 -116
101   229 -128
1,639   2,460 -821
6,904   8,227 -1,323
1,933   2,726 -793
3,989   3,794 195
122   217 -95
1,902   2,758 -856
306   209 97
2,223   2,706 -483
110   235 -125
254   520 -266
172   175 -3
3,627   4,014 -387
51   234 -183
7,287   4,592 2,695
1,794   2,729 -935
27,661   14,991 12,670
3,221   2,959 262
4,025   4,479 -454
7,698   4,506 3,192
127   520 -393
252   437 -185
1,892   2,728 -836
356   486 -130
1,484   2,293 -809
158   132 26
3,516   2,908 608
19   66 -47
173   143 30
221   174 47
3,089   2,013 1,076
139   228 -89
642   536 106
3,850   4,915 -1,065
2,853   2,607 246
333   223 110
6,423   7,547 -1,124
871   987 -116
896   995 -99
76   215 -139
461   500 -39
533   497 36
422   521 -99
1,991   2,250 -259
57   233 -176
24,894   26,004 -1,110
1,456   2,638 -1,182
329   221 108
1,808   2,041 -233
123   163 -40
524   2,521 -1,997
157   183 -26
2,385   2,121 264
7,875   6,386 1,489
1,609   1,580 29
3,236   2,663 573
1,489   2,705 -1,216
1,463   2,706 -1,243
238   234 4
994   949 45
3,307   3,304 3
966   644 322
924   939 -15
25,703   29,569 -3,866
2,109   2,480 -371
2,822   2,760 62
2,547   2,702 -155
1,085   1,853 -768
813   2,731 -1,918
2,416   2,379 37
454   527 -73
361   387 -26
155   137 18
2,861   4,156 -1,295
211   194 17
2,285   2,707 -422
1,394   2,722 -1,328
1,320   2,651 -1,331
126   88 38
194     194
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       151
b       -14
c       3
d       -8
e       -26
      -61
      -8
      -10
      -6
      -19
      -3
      1
      -50
      0
      -1
      11
      14
      19
      3
      7
      -74
      -37
      -5
      3
      -16
      -1
      5
      2,097
      -2
      -190
      -5
      0
      -7
      8
      -9
      -1
      4
      0
      -5
      -164
      168
      -1
      -2
      0
      -1
      -1
      -3
      375
      11
      -16
      31
      580
      -5
      -63
      -6
      -1
      66
      -4
      -2
      1
      45
      -20
      -8
      -1
      -1
      16
      -36
      0
      -69
      97
      0
      1
      0
      -2
      5
      -18
      -5
      3
      7
      -2
      -1
      -50
      -4
      19
      1
      -46
      7
      -9
      -1
      0
      9
      -9
      -1
      174
      -242
      -9
      -1
      1,399
      -18
      -4
      8
      -5
      -42
      22
      0
      6
      -31
      -4
      -13
      90
      287
      -3
      -14
      -3
      9
      222
      5
      0
      17
      -13
      4
      1
      4
      -24
      3
      -3
      -1
      1
      1
      15
      -3
      -7
      -18
      -579
      31
      -3
      -43
      -1
      0
      0
      -10
      -3
      799
      -15
      -1
      82
      -42
      9
      -14
      11
      -2
      -1
      -4
      -89
      39
      -12
      9
      -6
      10
      -16
      -12
      -3
      0
      -13
      64
      -2
      -4
      -13
      17
      56
      -2
      -6
      -3
      23
      -32
      -1
      -3
      -11
      -7
      -15
      4
      -4
      -51
      -11
      -6
      -2
      311
      5
      -362
      44
      -16
      -352
      960
      -115
      -149
      645
      -385
      -74
      2,205
      485
      -213
      -167
      133
      175
      191
      -25
      -809
      -368
      -15
      66
      5
      -825
      -117
      -173
      -78
      -76
      79
      -68
      -45
      477
      -2,121
      -60
      108
      4
      -43
      3,525
      -206
      -552
      -51
      -141
      1,083
      -180
      -27
      297
      -285
      -640
      -1
      -186
      12
      -2,503
      45
      270
      -4
      -149
      1,181
      -116
      -128
      -821
      -1,323
      -793
      195
      -95
      -856
      97
      -483
      -125
      -266
      -3
      -387
      -183
      2,695
      -935
      12,670
      262
      -454
      3,192
      -393
      -185
      -836
      -130
      -809
      26
      608
      -47
      30
      47
      1,076
      -89
      106
      -1,065
      246
      110
      -1,124
      -116
      -99
      -139
      -39
      36
      -99
      -259
      -176
      -1,110
      -1,182
      108
      -233
      -40
      -1,997
      -26
      264
      1,489
      29
      573
      -1,216
      -1,243
      4
      45
      3
      322
      -15
      -3,866
      -371
      62
      -155
      -768
      -1,918
      37
      -73
      -26
      18
      -1,295
      17
      -422
      -1,328
      -1,331
      38
      194
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 -1,284
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) 1 200
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........................... 3 200
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- ..... 5 200
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,871
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 2,871
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 2,671
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 2,671
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 arrowTAMAR MILLER Telephone no.right arrow (617) 642-8688

Located atright arrow41 WINSLOW STCAMBRIDGEMA 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? .................
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
TAMAR MILLER TRUSTEE & MANAGER
10.00 		6,000 0 0
41 WINSLOW ST
CAMBRIDGE,MA02138
DANIEL KASS SUCCESSOR TRUSTEE
0.50 		0 0 0
24 ORIENT WAY
SALEM,MA01970
LIA KASS SUCCESSOR TRUSTEE
0.50 		0 0 0
12 BIG BEAR LANE
VICTOR,ID83455
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 NONE-GRANT MAKING ORGANIZATION 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 NONE-GRANT MAKING ORGANIZATION 0
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
728,812
b
Average of monthly cash balances.......................
1b
120,000
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
848,812
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
848,812
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
12,732
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
836,080
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
41,804
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
41,804
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
200
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
200
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
41,604
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
41,604
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
41,604
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
117,080
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
117,080
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 41,604
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 6,019
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$ 117,080
a Applied to 2022, but not more than line 2a 6,019
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..... 41,604
e Remaining amount distributed out of corpus 69,457
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 69,457
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		69,457
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.... 69,457
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).)
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 e-mail address of the person to whom applications should be addressed:
TAMAR MILLER
41 WINSLOW ST
CAMBRIDGE,MA02138
(617) 642-8688
AEMARKSTRUST@GMAIL.COM
bThe form in which applications should be submitted and information and materials they should include:
BY LETTER-SHOULD INCLUDE PROJECT BUDGET AND VERIFICATION OF TAX EXEMPT STATUS
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
DISTRIBUTION OF FUNDS TO TAX EXEMPT ORGANIZATIONS WHICH SUPPORT VARIOUS ACTIVITIES IN ISRAEL AND JEWISH EDUCATION AND RESCUE WORLDWIDE
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

ALLIANCE FOR MIDDLE EAST PEACE

1725 I ST NW SUITE 300
WASHINGTON,DC20006 		NONE NON-PROFIT PEACE AND SOCIAL JUSTICEPEACE AND SOCIAL JUSTICEPEACE AND SOCIAL JUSTICE 5,000

RANA ARAB-JEWISH WOMEN'S CHOIR

630 THIRD AVE
NEW YORK,NY10017 		NONE NON-PROFIT PEACE AND SOCIAL JUSTICEPEACE AND SOCIAL JUSTICE 2,000

AMERICAN FRIENDS OF PARENTS CIRCLE

2248 BROADWAY 1531
NEW YORK,NY10024 		NONE NON-PROFIT PEACE AND RECONCILIATION 500

ARAVA INSTITUTE

1320 CENTRE ST
NEWTON CENTRE,MA02459 		NONE NON-PROFIT EDUCATION FOR PEACE 2,500

HAND IN HAND SCHOOLS

PO BOX 80102
PORTLAND,OR97280 		NONE NON-PROFIT PEACE AND SOCIAL JUSTICE 3,500

HIAS

PO BOX 97077
WASHINGTON,DC20090 		NONE NON-PROFIT REFUGEE PROTECTION 1,000

NEW ISRAEL FUND

PO BOX 70358
PHILADELPHIA,PA19176 		NONE NON-PROFIT DEMOCRACY AND JUSTICE 1,000

OASIS OF PEACE

229 N CENTRAL AVE
GLENDALE,CA91203 		NONE NON-PROFIT PEACE AND SOCIAL JUSTICE 2,000

I AM YOUR PROTECTOR

442 5TH AVE
NEW YORK,NY10018 		NONE NON-PROFIT PEACE AND SOCIAL JUSTICE 7,500

RABBIS FOR HUMAN RIGHTS

630 THIRD AVE
NEW YORK,NY10017 		NONE NON-PROFIT HUMAN RIGHTS 500

ECO PEACE MID EAST

6534 SPRING VALLEY DRIVE
ALEXANDRIA,VA22312 		NONE NON-PROFIT PEACE AND SOCIAL JUSTICE 2,000

TRACK TWO

THROCKMORTON AVE
MILL VALLEY,CA94941 		NONE NON-PROFIT CITIZEN DIPLOMACY 1,000

WOMEN WAGE PEACE

630 THIRD AVE
NEW YORK,NY10017 		NONE NON-PROFIT PEACE 1,000

J STREET

PO BOX 66073
WASHINGTON,DC20035 		NONE ADVOCACY ORG. PEACEPEACE 1,000

STANDING TOGETHER VIA AMERICA GIVES

PO BOX 3263
WASHINGTON,DC20010 		NONE NON-PROFIT CIVIL SOCIETY PEACE ORG. 2,000

COLLEL CHABAD

806 EASTREN PARKWAY
BROOKLYN,NY11213 		NONE NON-PROFIT POVERTY AND HUNGER ALLEVIATION 1,800

HUMAN RIGHTS DEFENDERS FUND

PO BOX 70358
PHILADELPHIA,PA19176 		NONE NON-PROFIT FOR LEGAL REPRESENTATION FOR PALESTINE PRISONERS 1,800

HUMANS WITHOUT BORDERS

4 HAARAZIM ST MOTZA LLIT
TEL AVIV   90820
IS 		NONE MEDICAL CHARITY FOR GAZAN PATIENTS FOR TREATMENT IN ISRAELI HOSPITALS 1,000

JUST GIVING

65 FAIRCHILD ST
CHARLESTON,SC29492 		NONE NON-PROFIT FOR SAFETY EQUIPMENT 500

BUSINESS ONLINE LTD

MASSACHUSETTS HALL
CAMBRIDGE,MA02138 		NONE HARVARD STUDENTS POSTER CAMPAIGN BY HARVARD STUDENTS FOR KIDNAPPED ISRAEL'S 500
Total .................................right arrow 3a 38,100
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 ........... 		    14 64  
4 Dividends and interest from securities ....     14 11,767  
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 .....     14 7,587  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 194 -1,478
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 19,612 -1,478
13Total. Add line 12, columns (b), (d), and (e)..................
13
18,134
(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.)
8 CAPITAL LOSS FROM STOCK TRANSACTIONS
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
ALBERT E MARKS CHARITABLE TRUST
 
Employer identification number

04-2680681
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
ALBERT E MARKS CHARITABLE TRUST
  		Employer identification number
04-2680681
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 AND MARY GREVE FOUNDATION
 
PO BOX 490
 
NORFOLK, CT06058

$ 22,000


(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
ALBERT E MARKS CHARITABLE TRUST
  		Employer identification number

04-2680681
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
ALBERT E MARKS CHARITABLE TRUST
  		Employer identification number

04-2680681
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:
ALBERT E MARKS CHARITABLE TRUST
EIN:
04-2680681
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 1,750 0   0

TY 2023 InvestmentsCorpStockSchedule
Name:
ALBERT E MARKS CHARITABLE TRUST
EIN:
04-2680681
Name of Stock End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB-SEE ATTACHED SCHEDULE 512,593 596,326

TY 2023 InvestmentsOtherSchedule2
Name:
ALBERT E MARKS CHARITABLE TRUST
EIN:
04-2680681
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
US ENERGY STRATEGIC ENERGY INC AT COST 68,853 68,853

TY 2023 OtherExpensesSchedule
Name:
ALBERT E MARKS CHARITABLE TRUST
EIN:
04-2680681
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROGRAMS AND PROJECTS FOR SOCIAL CHANGE 77,061 0   77,061
OFFICE EXPENSES 188 0   0
ADVISORY FEES 964 964   0


TY 2023 OtherIncomeSchedule2
Name:
ALBERT E MARKS CHARITABLE TRUST
EIN:
04-2680681
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 7,587 7,587 7,587


TY 2023 OtherIncreasesSchedule
Name:
ALBERT E MARKS CHARITABLE TRUST
EIN:
04-2680681
Description Amount
NET ASSET ADJUSTMENT 1,003


TY 2023 OtherProfessionalFeesSchedule
Name:
ALBERT E MARKS CHARITABLE TRUST
EIN:
04-2680681
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 2,012 0   0


TY 2023 TaxesSchedule
Name:
ALBERT E MARKS CHARITABLE TRUST
EIN:
04-2680681
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,069 1,069   0