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
LAWRENCE & LILLIAN SOLOMON FOUNDATION
INC
Number and street (or P.O. box number if mail is not delivered to street address)10 LAUREL AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WELLESLEY, MA02481
A Employer identification number

20-2631943
B Telephone number (see instructions)

(781) 431-1440
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$6,593,503J 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) 400,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 324,219 307,478  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -53,552
b Gross sales price for all assets on line 6a 1,119,833
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).......      
12 Total. Add lines 1 through 11........ 670,667 307,478  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 196,959 8,000   180,959
14 Other employee salaries and wages...... 23,823 0   0
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
559 0   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
19,435 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
34,013 1,948   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
5,048 0  
20 Occupancy.............. 62,400 0   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
138,641 25,222   53,521
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 480,878 35,170   234,480
25 Contributions, gifts, grants paid....... 586,770 586,770
26 Total expenses and disbursements. Add lines 24 and 25 1,067,648 35,170   821,250
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -396,981
b Net investment income (if negative, enter -0-) 272,308
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............. 673,761 124,021 124,021
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)....... 6,500,983 Click to see attachment
List of Attached Documents:
// Content
6,655,126 		6,151,075
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).......... 300,000 Click to see attachment
List of Attached Documents:
// Content
300,000 		300,000
14 Land, buildings, and equipment: basis right arrow54,985
Less: accumulated depreciation (attach schedule) right arrow45,578 10,791 Click to see attachment
List of Attached Documents:
// Content
9,407 		9,407
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
9,000 		Click to see attachment
List of Attached Documents:
// Content
9,000 		Click to see attachment
List of Attached Documents:
// Content
9,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,494,535 7,097,554 6,593,503
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........... 7,494,535 7,097,554
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)..... 7,494,535 7,097,554
30 Total liabilities and net assets/fund balances (see instructions). 7,494,535 7,097,554
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
7,494,535
2
Enter amount from Part I, line 27a .....................
2
-396,981
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,097,554
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
7,097,554
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 DOMINION ENERGY   2022-08-19 2023-02-27
b INVSC QQQ TRUST SRS 1   2023-07-24 2023-08-11
c ONEOK INC   2023-09-26 2023-12-12
d PEMBINA PIPELINE CO   2022-08-19 2023-07-24
e VANECK SEMICONDUCTOR   2023-07-24 2023-08-11
VANGUARD GROWTH ETF   2023-07-24 2023-08-11
AT&T INC 4.75% PFD   2022-05-09 2023-07-24
BROOKFIELD PRO 6.5% PFD   2020-07-28 2023-07-24
PEMBINA PIPELINE CO   2022-08-19 2023-12-12
THE ALLSTATE C 5.1% PFD   2022-06-21 2023-07-24
MAGELLAN MIDSTREAM   2022-08-19 2023-09-26
RTX CORP   2022-02-18 2023-12-12
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 84,419   128,909 -44,490
b 109,958   113,061 -3,103
c 131,455   132,994 -1,539
d 78,917   93,296 -14,379
e 88,132   92,556 -4,424
112,083   115,286 -3,203
36,482   37,332 -850
43,818   55,749 -11,931
49,987   55,977 -5,990
84,900   89,601 -4,701
208,147   156,094 52,053
89,597   102,530 -12,933
1,938     1,938
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       -44,490
b       -3,103
c       -1,539
d       -14,379
e       -4,424
      -3,203
      -850
      -11,931
      -5,990
      -4,701
      52,053
      -12,933
      1,938
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 -53,552
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 3,785
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 3,785
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 3,785
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 16,000
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 16,000
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 94
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 12,121
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow12,121 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
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
 
No
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
 
No
Website addressright arrowWWW.SOLOMONFOUNDATION.ORG
14
The books are in care ofright arrowDAVID SOLOMON Telephone no.right arrow (781) 431-2577

Located atright arrow10 LAUREL AVENUEWELLESLEYMA ZIP+4right arrow02481
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
DAVID SOLOMON DIRECTOR
20.00 		16,000 12,579 0
10 LAUREL AVENUE
WELLESLEY,MA02481
HERBERT NOLAN EXECUTIVE DIRECTOR
40.00 		180,959 20,500 0
10 LAUREL AVENUE
WELLESLEY,MA02481
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. ALL OF THE FOUNDATION'S ACTIVITIES WERE INDIRECT (NOT DIRECT) CHARITABLE ACTIVITIES ACCORDING TO REGULATION SECTION 53.4942(B)-(1)(B)(1). 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  
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
6,165,257
b
Average of monthly cash balances.......................
1b
425,388
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,590,645
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
6,590,645
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
98,860
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,491,785
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
324,589
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
324,589
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,785
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,785
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
320,804
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
320,804
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
320,804
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
821,250
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
821,250
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 7 320,804
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 266,497
b From 2019...... 337,146
c From 2020...... 488,520
d From 2021...... 267,817
e From 2022...... 310,212
f Total of lines 3a through e ........ 1,670,192
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 821,250
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 320,804
e Remaining amount distributed out of corpus 500,446
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 2,170,638
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) ... 		266,497
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,904,141
10 Analysis of line 9:
a Excess from 2019.... 337,146
b Excess from 2020.... 488,520
c Excess from 2021.... 267,817
d Excess from 2022.... 310,212
e Excess from 2023.... 500,446
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 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

3RD SECTORNE

PO BOX 962004
BOSTON,MA02196 		  PC FULFILL CHARITABLE PURPOSE 500

BIKE TO THE SEA

57 HAMERSMITH DR
SAUGUS,MA01906 		  PC FULFILL CHARITABLE PURPOSE 15,000

BIKE TO THE SEA

57 HAMERSMITH DR
SAUGUS,MA01906 		  PC FULFILL CHARITABLE PURPOSE 30,000

BIKE TO THE SEA

57 HAMERSMITH DR
SAUGUS,MA01906 		  PC FULFILL CHARITABLE PURPOSE 25,000

BOSTON CONSERVATORY

8 FENWAY
BOSTON,MA02215 		  PC FULFILL CHARITABLE PURPOSE 2,500

BOSTON CONSERVATORY

8 FENWAY
BOSTON,MA02215 		  PC FULFILL CHARITABLE PURPOSE 2,500

BOSTON CYCLISTS UNION

PO BOX 301394
JAMAICA PLAIN,MA02130 		  PC FULFILL CHARITABLE PURPOSE 20,000

BOSTON HARBOR NOW

1 CONSITUTION RD
BOSTON,MA02129 		  PC FULFILL CHARITABLE PURPOSE 5,000

BOSTON JAZZ FOUNDATION

1175 SOLDIERS FIELD RD
ALLSTON,MA02134 		  PC FULFILL CHARITABLE PURPOSE 1,000

BOSTON PARK ADVOCATES

69 BEACON ST
BOSTON,MA02108 		  PC FULFILL CHARITABLE PURPOSE 1,000

BROOKLINE GREENSPACE ALLIANCE

PO BOX 470514
BROOKLINE,MA02447 		  PC FULFILL CHARITABLE PURPOSE 3,000

CENTER FOR INDEPENDENT DOCUMENTARY

PO BOX 95216
NEWTON,MA02495 		  PC FULFILL CHARITABLE PURPOSE 15,000

CENTER FOR INDEPENDENT DOCUMENTARY

PO BOX 95216
NEWTON,MA02495 		  PC FULFILL CHARITABLE PURPOSE 15,000

CENTRAL PARK CONSERVACY

717 5TH AVE
NEW YORK,NY10022 		  PC FULFILL CHARITABLE PURPOSE 500

CHABADORG

770 EASTERN PARKWAY 405
BROOKLYN,NY11213 		  PC FULFILL CHARITABLE PURPOSE 200

CHARLES RIVER CONSERVACY

4 BRATTLE ST 309
CAMBRIDGE,MA02138 		  PC FULFILL CHARITABLE PURPOSE 2,000

CHARLES RIVER CONSERVACY

4 BRATTLE ST 309
CAMBRIDGE,MA02138 		  PC FULFILL CHARITABLE PURPOSE 4,000

CHARLES RIVER WATERSHED ASSOCIATION

41 WEST ST FL 8
BOSTON,MA02111 		  PC FULFILL CHARITABLE PURPOSE 53

CHARLES RIVER WATERSHED ASSOCIATION

41 WEST ST FL 8
BOSTON,MA02111 		  PC FULFILL CHARITABLE PURPOSE 947

CHARLES RIVER WATERSHED ASSOCIATION

41 WEST ST FL 8
BOSTON,MA02111 		  PC FULFILL CHARITABLE PURPOSE 2,260

CHARLES RIVER WATERSHED ASSOCIATION

41 WEST ST FL 8
BOSTON,MA02111 		  PC FULFILL CHARITABLE PURPOSE 1,000

CHARLESGATE ALLIANCE

350 JAMAICAWAY C/O EMERALD NECKLACE
BOSTON,MA02130 		  PC FULFILL CHARITABLE PURPOSE 2,000

CITY OF MALDEN

215 PLEASANT ST
MALDEN,MA02148 		  PC FULFILL CHARITABLE PURPOSE 37,600

COGDESIGN

PO BOX 380124
CAMBRIDGE,MA02238 		  PC FULFILL CHARITABLE PURPOSE 2,000

COGDESIGN

PO BOX 380124
CAMBRIDGE,MA02238 		  PC FULFILL CHARITABLE PURPOSE 1,000

COGDESIGN

PO BOX 380124
CAMBRIDGE,MA02238 		  PC FULFILL CHARITABLE PURPOSE 5,000

CONSERVATION LAW FOUNDATION

62 SUMMER ST
BOSTON,MA02210 		  PC FULFILL CHARITABLE PURPOSE 2,500

DIY LOWELL

517 MOODY ST FLOOR 3
LOWELL,MA01854 		  PC FULFILL CHARITABLE PURPOSE 500

DOWNTOWN FRAMINGHAM INC

12 IRVINBG 205
FRAMINGHAM,MA01702 		  PC FULFILL CHARITABLE PURPOSE 4,000

EAST COAST GREENWAY ALLIANCE

5826 FAYETTEVILLE RD STE 210
DURHAM,NC27713 		  PC FULFILL CHARITABLE PURPOSE 500

EAST COAST GREENWAY ALLIANCE

5826 FAYETTEVILLE RD STE 210
DURHAM,NC27713 		  PC FULFILL CHARITABLE PURPOSE 4,000

EMERALD NECKLACE CONSERVANCY

TWO BROOKLINE PL
BROOKLINE,MA02445 		  PC FULFILL CHARITABLE PURPOSE 1,000

EMERALD NECKLACE CONSERVANCY

TWO BROOKLINE PL
BROOKLINE,MA02445 		  PC FULFILL CHARITABLE PURPOSE 1,000

EMERALD NECKLACE CONSERVANCY

TWO BROOKLINE PL
BROOKLINE,MA02445 		  PC FULFILL CHARITABLE PURPOSE 1,600

EMERALD NECKLACE CONSERVANCY

TWO BROOKLINE PL
BROOKLINE,MA02445 		  PC FULFILL CHARITABLE PURPOSE 2,000

EMERALD NECKLACE CONSERVANCY

TWO BROOKLINE PL
BROOKLINE,MA02445 		  PC FULFILL CHARITABLE PURPOSE 2,500

EMERALD NECKLACE CONSERVANCY

TWO BROOKLINE PL
BROOKLINE,MA02445 		  PC FULFILL CHARITABLE PURPOSE 4,000

ENVIRONMENTAL LEAGUE

15 COURT SQ 1000
BOSTON,MA02108 		  PC FULFILL CHARITABLE PURPOSE 1,000

ENVIRONMENTAL LEAGUE

15 COURT SQ 1000
BOSTON,MA02108 		  PC FULFILL CHARITABLE PURPOSE 500

ESPLANADE ASSOCIATION

575 BOYLSTON ST SUITE 4R
BOSTON,MA02116 		  PC FULFILL CHARITABLE PURPOSE 1,000

FRANKLIN PARK COALITION

PO BOX 302333
BOSTON,MA02130 		  PC FULFILL CHARITABLE PURPOSE 5,000

FRANKLIN PARK COALITION

PO BOX 302333
BOSTON,MA02130 		  PC FULFILL CHARITABLE PURPOSE 1,000

FRANKLIN PARK COALITION

PO BOX 302333
BOSTON,MA02130 		  PC FULFILL CHARITABLE PURPOSE 5,000

FRIENDS OF HERTER PARK

61 N BEACON ST
BOSTON,MA02134 		  PC FULFILL CHARITABLE PURPOSE 12,000

FRIENDS OF HERTER PARK

61 N BEACON ST
BOSTON,MA02134 		  PC FULFILL CHARITABLE PURPOSE 6,500

FRIENDS OF HERTER PARK

61 N BEACON ST
BOSTON,MA02134 		  PC FULFILL CHARITABLE PURPOSE 1,000

FRIENDS OF ISRAEL DEFENSE FORCES

PO BOX 4224
NEW YORK,NY10163 		  PC FULFILL CHARITABLE PURPOSE 2,500

FRIENDS OF PUBLIC GARDEN

PO BOX 55875
BOSTON,MA02205 		  PC FULFILL CHARITABLE PURPOSE 1,000

FRIENDS OF PUBLIC GARDEN

PO BOX 55875
BOSTON,MA02205 		  PC FULFILL CHARITABLE PURPOSE 1,000

FRIENDS OF PUBLIC GARDEN

PO BOX 55875
BOSTON,MA02205 		  PC FULFILL CHARITABLE PURPOSE 1,000

FRIENDS OF TANGLEWOOD

297 WEST ST
LENOX,MA01240 		  PC FULFILL CHARITABLE PURPOSE 1,000

GREEN ROOTS INC

227 MARGINAL ST SUITE 1
CHELSEA,MA02150 		  PC FULFILL CHARITABLE PURPOSE 500

GREEN ROOTS INC

227 MARGINAL ST SUITE 1
CHELSEA,MA02150 		  PC FULFILL CHARITABLE PURPOSE 500

GREENWAYORG

185 KNEELAND ST
BOSTON,MA02111 		  PC FULFILL CHARITABLE PURPOSE 1,000

JAFCO

7511 N UNIVERSITY DR
SUNRISE,FL33351 		  PC FULFILL CHARITABLE PURPOSE 250

LIVABLE STREETS ALLIANCE

70 PACIFIC ST
CAMBRIDGE,MA02139 		  PC FULFILL CHARITABLE PURPOSE 15,000

LIVABLE STREETS ALLIANCE

70 PACIFIC ST
CAMBRIDGE,MA02139 		  PC FULFILL CHARITABLE PURPOSE 100

LIVABLE STREETS ALLIANCE (SW BOSTON)

70 PACIFIC ST
CAMBRIDGE,MA02139 		  PC FULFILL CHARITABLE PURPOSE 1,000

MAGAZINE BEACH PARTNERS

668 MEMORIAL DR
CAMBRIDGE,MA02139 		  PC FULFILL CHARITABLE PURPOSE 1,000

MASS PARKS FOR ALL

PO BOX 300343
JAMAICA PLAIN,MA02130 		  PC FULFILL CHARITABLE PURPOSE 25,000

MASSACHUSETTS BICYCLE

50 MILK ST 16TH FL
BOSTON,MA02109 		  PC FULFILL CHARITABLE PURPOSE 1,000

MASSBIKE

171 MILK ST
BOSTON,MA02109 		  PC FULFILL CHARITABLE PURPOSE 6,000

MET MUSEUM

1000 5TH AVE
NEW YORK,NY10028 		  PC FULFILL CHARITABLE PURPOSE 210

MYSTIC RIVER WATERSHED ASSOC

20 ACADEMY ST 306
ARLINGTON,MA02476 		  PC FULFILL CHARITABLE PURPOSE 25,000

MYSTIC RIVER WATERSHED ASSOC

20 ACADEMY ST 306
ARLINGTON,MA02476 		  PC FULFILL CHARITABLE PURPOSE 1,000

MYSTIC RIVER WATERSHED ASSOC

20 ACADEMY ST 306
ARLINGTON,MA02476 		  PC FULFILL CHARITABLE PURPOSE 1,000

MYSTIC RIVER WATERSHED ASSOC

20 ACADEMY ST 306
ARLINGTON,MA02476 		  PC FULFILL CHARITABLE PURPOSE 43,070

MYSTIC RIVER WATERSHED ASSOC

20 ACADEMY ST 306
ARLINGTON,MA02476 		  PC FULFILL CHARITABLE PURPOSE 90,000

NATION AUDUBON SOCIETY

PO BOX 8908
TOPEKA,KS66608 		  PC FULFILL CHARITABLE PURPOSE 500

NEPONSET RIVER WATERSHED ASSOC

2173 WASHINGTON ST
CANTON,MA02021 		  PC FULFILL CHARITABLE PURPOSE 20,000

NEPONSET RIVER WATERSHED ASSOC

2173 WASHINGTON ST
CANTON,MA02021 		  PC FULFILL CHARITABLE PURPOSE 2,000

NEWTON CONSERVATORS

GRANT AVE
NEWTON,MA02459 		  PC FULFILL CHARITABLE PURPOSE 10,000

NEWTON CONSERVATORS

GRANT AVE
NEWTON,MA02459 		  PC FULFILL CHARITABLE PURPOSE 1,000

NORWOTTUCK NETWORK

9 MAIN ST
ACTON,MA01720 		  PC FULFILL CHARITABLE PURPOSE 1,000

NORWOTTUCK NETWORK

9 MAIN ST
ACTON,MA01720 		  PC FULFILL CHARITABLE PURPOSE 5,000

RAILS-TO-TRAILS CONSERVACY

2121 WARD CT NW PO BOX 96014
WASHINGTON,DC20036 		  PC FULFILL CHARITABLE PURPOSE 1,000

RAILS-TO-TRAILS CONSERVACY

2121 WARD CT NW PO BOX 96014
WASHINGTON,DC20036 		  PC FULFILL CHARITABLE PURPOSE 30

RAILS-TO-TRAILS CONSERVACY

2121 WARD CT NW PO BOX 96014
WASHINGTON,DC20036 		  PC FULFILL CHARITABLE PURPOSE 500

ROSE KENNEDY GREENWAY

185 KNEELAND ST
BOSTON,MA02111 		  PC FULFILL CHARITABLE PURPOSE 1,000

ROSE KENNEDY GREENWAY

185 KNEELAND ST
BOSTON,MA02111 		  PC FULFILL CHARITABLE PURPOSE 1,000

SOUTHWEST BOSTON COMMUNITY DEVELOPMENT

11 FAIRMONT AVE 101
HYDE PARK,MA02136 		  PC FULFILL CHARITABLE PURPOSE 37,440

SOUTHWEST BOSTON COMMUNITY DEVELOPMENT

11 FAIRMONT AVE 101
HYDE PARK,MA02136 		  PC FULFILL CHARITABLE PURPOSE 5,000

STREETBLOG

62 SUMMER ST
BOSTON,MA02110 		  PC FULFILL CHARITABLE PURPOSE 1,000

SUDBURY VALLEY TRUSTEES

18 WOLBACH RD
SUDBURY,MA01776 		  PC FULFILL CHARITABLE PURPOSE 1,000

TANGLEWOOD

297 WEST ST
LENOX,MA01240 		  PC FULFILL CHARITABLE PURPOSE 1,500

THE TRUSTEES OF RESERVATIONS

10 MILK ST 810
BOSTON,MA02108 		  PC FULFILL CHARITABLE PURPOSE 1,000

THE TRUSTEES OF RESERVATIONS

10 MILK ST 810
BOSTON,MA02108 		  PC FULFILL CHARITABLE PURPOSE 100

THE TRUSTEES OF RESERVATIONS

10 MILK ST 810
BOSTON,MA02108 		  PC FULFILL CHARITABLE PURPOSE 5,000

THE TRUSTEES OF RESERVATIONS

10 MILK ST 810
BOSTON,MA02108 		  PC FULFILL CHARITABLE PURPOSE 5,000

TRUST FOR PUBLIC LAND

PO BOX 889336
LOS ANGELES,CA90088 		  PC FULFILL CHARITABLE PURPOSE 1,000

TRUST FOR PUBLIC LAND

PO BOX 889336
LOS ANGELES,CA90088 		  PC FULFILL CHARITABLE PURPOSE 5,000

TRUST FOR PUBLIC LAND

PO BOX 889336
LOS ANGELES,CA90088 		  PC FULFILL CHARITABLE PURPOSE 1,000

TSNE MISSIONWORKS INC

89 SOUTH ST 205
BOSTON,MA02111 		  PC FULFILL CHARITABLE PURPOSE 500

WALK BOSTON

45 SCHOOL ST OLD CITY HALL
BOSTON,MA02108 		  PC FULFILL CHARITABLE PURPOSE 2,000

WALK BOSTON

45 SCHOOL ST OLD CITY HALL
BOSTON,MA02108 		  PC FULFILL CHARITABLE PURPOSE 1,020

WALKMASSACHUSETTS

50 MILK ST 16TH FL
BOSTON,MA02109 		  PC FULFILL CHARITABLE PURPOSE 5,000

WESTON CONSERVATORS

PO BOX 665
WESTON,MA02493 		  PC FULFILL CHARITABLE PURPOSE 500

WESTON FOREST AND TRAILS

PO BOX 665
WESTON,MA02493 		  PC FULFILL CHARITABLE PURPOSE 500

MUSEUM OF FINE ARTS

465 HUNTINGTON AVE
BOSTON,MA02115 		  PC FULFILL CHARITABLE PURPOSE 140

JAFCO

7511 N UNIVERSITY DR
SUNRISE,FL33351 		  PC FULFILL CHARITABLE PURPOSE 250

EMERALD NECKLACE CONSERVANCY

TWO BROOKLINE PL
BROOKLINE,MA02445 		  PC FULFILL CHARITABLE PURPOSE 1,000
Total .................................right arrow 3a 586,770
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 ........... 		         
4 Dividends and interest from securities ....     14 324,219  
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 ............ 		    14 1,938 -55,490
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) .. 0 326,157 -55,490
13Total. Add line 12, columns (b), (d), and (e)..................
13
270,667
(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 N/A
8 N/A
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
LAWRENCE & LILLIAN SOLOMON FOUNDATION
INC
Employer identification number

20-2631943
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
LAWRENCE & LILLIAN SOLOMON FOUNDATION
INC 		Employer identification number
20-2631943
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
BARR FOUNDATION
 
2 ATLANTIC AVE
 
BOSTON, MA02110

$ 400,000


(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
LAWRENCE & LILLIAN SOLOMON FOUNDATION
INC 		Employer identification number

20-2631943
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
LAWRENCE & LILLIAN SOLOMON FOUNDATION
INC 		Employer identification number

20-2631943
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:
LAWRENCE & LILLIAN SOLOMON FOUNDATION
 
INC
EIN:
20-2631943
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL SERVICE 2,890 0   0
ACCOUNTING AND TAX PREPARATION 16,545 0   0

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

TY 2023 DepreciationSchedule
Name:
LAWRENCE & LILLIAN SOLOMON FOUNDATION
 
INC
EIN:
20-2631943
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
OFFICE EQUIPMENT 2006-07-01 4,819 4,819 200DB 7.000000000000 0 0    
COMPUTER 2009-12-22 1,069 534 200DB 5.000000000000 0 0    
COMPUTER 2010-03-30 2,344 2,344 200DB 5.000000000000 0 0    
APPLE WEB STORE 2010-05-25 881 881 200DB 5.000000000000 0 0    
DELL 2010-05-25 806 806 200DB 5.000000000000 0 0    
ZEFF PHOTO SUPPLY-CAMARA 2010-08-03 1,440 1,440 200DB 5.000000000000 0 0    
ZEFF PHOTO SUPPLY-CAMARA 2010-08-03 398 398 200DB 5.000000000000 0 0    
BEST BUY - NETBOOK 2010-08-03 227 227 200DB 5.000000000000 0 0    
APPLE WEB STORE 2010-08-24 874 874 200DB 5.000000000000 0 0    
COMPUTER 2013-04-01 4,147 2,073 200DB 5.000000000000 0 0    
CAMERA HUNT'S PHOTO 2013-06-24 1,110 555 200DB 5.000000000000 0 0    
APPLE STORE 2013-06-24 1,030 515 200DB 5.000000000000 0 0    
STAPLES 2014-10-27 1,230 1,230 200DB 5.000000000000 0 0    
OFFICE EQUIPMENT 2015-02-05 2,000 1,000 200DB 7.000000000000 0 0    
OFFICE EQUIPMENT 2016-06-23 1,236 618 200DB 5.000000000000 0 0    
APPLE STORE 2016-08-04 1,054 527 200DB 5.000000000000 0 0    
APPLE STORE 2016-09-26 2,239 1,119 200DB 5.000000000000 0 0    
PERRY'S (PRINTER) 2018-04-24 853   200DB 5.000000000000 0 0    
APPLE STORE 2018-04-24 1,251   200DB 5.000000000000 0 0    
DELL 2018-12-21 1,658   200DB 5.000000000000 0 0    
COMPUTER 2019-03-04 4,035   200DB 5.000000000000 0 0    
CAMERA HUNT'S PHOTO 2020-04-01 1,355 965 200DB 5.000000000000 156 0    
COMPUTER - ALLISON 2020-09-22 1,964 1,398 200DB 5.000000000000 226 0    
COMPUTER - ALLISON (APPLE) 2021-12-09 3,505 1,507 200DB 5.000000000000 799 0    
COMPUTER - HERB 2022-02-23 5,404 1,081 200DB 5.000000000000 1,729 0    
COMPUTER APPLE STORE 2022-08-29 901 180 200DB 5.000000000000 288 0    
COMPUTER APPLE STORE 2022-10-24 1,747 349 200DB 5.000000000000 559 0    
COMPUTER APPLE STORE 2022-11-29 1,744 349 200DB 5.000000000000 558 0    
COMPUTER - APPLE STORE 2023-07-01 3,664   200DB 5.000000000000 733 0    

TY 2023 InvestmentsCorpStockSchedule
Name:
LAWRENCE & LILLIAN SOLOMON FOUNDATION
 
INC
EIN:
20-2631943
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITIES-SCHWAB 6,655,126 6,151,075

TY 2023 InvestmentsOtherSchedule2
Name:
LAWRENCE & LILLIAN SOLOMON FOUNDATION
 
INC
EIN:
20-2631943
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ROYAL OAK AT COST 300,000 300,000

TY 2023 LandEtcSchedule2
Name:
LAWRENCE & LILLIAN SOLOMON FOUNDATION
 
INC
EIN:
20-2631943
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OFFICE EQUIPMENT 4,819 4,819 0  
COMPUTER 1,069 1,069 0  
COMPUTER 2,344 2,344 0  
APPLE WEB STORE 881 881 0  
DELL 806 806 0  
ZEFF PHOTO SUPPLY-CAMARA 1,440 1,440 0  
ZEFF PHOTO SUPPLY-CAMARA 398 398 0  
BEST BUY - NETBOOK 227 227 0  
APPLE WEB STORE 874 874 0  
COMPUTER 4,147 4,147 0  
CAMERA HUNT'S PHOTO 1,110 1,110 0  
APPLE STORE 1,030 1,030 0  
STAPLES 1,230 1,230 0  
OFFICE EQUIPMENT 2,000 2,000 0  
OFFICE EQUIPMENT 1,236 1,236 0  
APPLE STORE 1,054 1,054 0  
APPLE STORE 2,239 2,239 0  
PERRY'S (PRINTER) 853 853 0  
APPLE STORE 1,251 1,251 0  
DELL 1,658 1,658 0  
COMPUTER 4,035 4,035 0  
CAMERA HUNT'S PHOTO 1,355 1,121 234  
COMPUTER - ALLISON 1,964 1,624 340  
COMPUTER - ALLISON (APPLE) 3,505 2,306 1,199  
COMPUTER - HERB 5,404 2,810 2,594  
COMPUTER APPLE STORE 901 468 433  
COMPUTER APPLE STORE 1,747 908 839  
COMPUTER APPLE STORE 1,744 907 837  
COMPUTER - APPLE STORE 3,664 733 2,931  


TY 2023 LegalFeesSchedule
Name:
LAWRENCE & LILLIAN SOLOMON FOUNDATION
 
INC
EIN:
20-2631943
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 559 0   0


TY 2023 OtherAssetsSchedule
Name:
LAWRENCE & LILLIAN SOLOMON FOUNDATION
 
INC
EIN:
20-2631943
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SECURITY DEPOSIT 7,800 7,800 7,800
DUE FROM TRUSTEE 1,200 1,200 1,200


TY 2023 OtherExpensesSchedule
Name:
LAWRENCE & LILLIAN SOLOMON FOUNDATION
 
INC
EIN:
20-2631943
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 15 0   0
COMPUTER 11,250 0   0
CONSULTING 4,428 0   0
DUES AND SUBSCRIPTIONS 457 0   0
EDUCATION 40 0   0
FEES 95 0   0
GRANT RELATED EXPENSES 33,021 0   33,021
INSURANCE 7,985 0   0
INTEREST 447 0   0
INVESTMENT EXPENSES 25,222 25,222   0
MEALS & ENTERTAINMENT 1,749 0   0
MEDICAL EXPENSES 9,030 0   0
OFFICE EXPENSE 734 0   0
POSTAGE AND DELIVERY 1,362 0   0
SUPPLIES 3,793 0   0
TRAVEL 870 0   0
PROPERTY EXPENSES 343 0   0
PROFIT SHARING PLAN MATCH 37,800 0   20,500


TY 2023 TaxesSchedule
Name:
LAWRENCE & LILLIAN SOLOMON FOUNDATION
 
INC
EIN:
20-2631943
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 15,557 0   0
FOREIGN TAXES 1,948 1,948   0
FEDERAL TAXES 16,508 0   0