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
PAUL & PHYLLIS FIREMAN CHARITABLE
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)800 SOUTH ST SUITE 600 610
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WALTHAM, MA02453
A Employer identification number

22-2677986
B Telephone number (see instructions)

(617) 482-5620
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$176,242,688J 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) 2,000,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 879,850 879,850  
4 Dividends and interest from securities... 224,952 224,952  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 12,313,861
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 11,642,498
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
1,197,379 266,284  
12 Total. Add lines 1 through 11........ 16,616,042 13,013,584  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 2,672 0   2,672
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
3,000 0   3,000
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
27,000 0   27,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
756,997 568,896   188,101
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
44,022 44,022   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,987 0   1,987
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
21,565 317   21,248
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 857,243 613,235   244,008
25 Contributions, gifts, grants paid....... 9,630,500 9,630,500
26 Total expenses and disbursements. Add lines 24 and 25 10,487,743 613,235   9,874,508
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,128,299
b Net investment income (if negative, enter -0-) 12,400,349
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............. 18,468,541 24,676,138 24,676,138
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 arrow4,898,519
Less: allowance for doubtful accounts right arrow0 4,995,083 4,898,519 4,898,519
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 180,781,450 Click to see attachment
List of Attached Documents:
// Content
146,620,198 		146,620,198
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow   32,679 0 0
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
47,833 		Click to see attachment
List of Attached Documents:
// Content
47,833 		Click to see attachment
List of Attached Documents:
// Content
47,833
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 204,325,586 176,242,688 176,242,688
Liabilities 17 Accounts payable and accrued expenses.......... 2,041  
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)......... 2,041 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,525 1,525
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 204,322,020 176,241,163
29 Total net assets or fund balances (see instructions)..... 204,323,545 176,242,688
30 Total liabilities and net assets/fund balances (see instructions). 204,325,586 176,242,688
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
204,323,545
2
Enter amount from Part I, line 27a .....................
2
6,128,299
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
210,451,844
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
34,209,156
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
176,242,688
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 AG SUPER FUND (UBIT) P 2023-12-31 2023-12-31
b BAY POND PARTNERS (UBIT) P 2023-12-31 2023-12-31
c FCA BERKSHIRE (UBIT) P 2023-12-31 2023-12-31
d FCA ELEMENT 501C3 LLC (UBIT) P 2023-12-31 2023-12-31
e SANDALWOOD SPECIAL CREDIT OPPORTUNITIES (UBIT) P 2023-12-31 2023-12-31
WA PRIVATE EQUITY FUND IX (UBIT) P 2023-12-31 2023-12-31
WA PRIVATE EQUITY FUND VI (UBIT) P 2023-12-31 2023-12-31
WA PRIVATE EQUITY FUND VII (UBIT) P 2023-12-31 2023-12-31
WA PRIVATE EQUITY FUND VIII (UBIT) P 2023-12-31 2023-12-31
WA PRIVATE EQUITY FUND X (UBIT) P 2023-12-31 2023-12-31
WA PRIVATE EQUITY FUND XI (UBIT) P 2023-12-31 2023-12-31
WA-ARES (UBIT) P 2023-12-31 2023-12-31
WINDROSE - CBREF (UBIT) P 2023-12-31 2023-12-31
WINDROSE - CHIP FUND (UBIT) P 2023-12-31 2023-12-31
WINDROSE - EAF VII LLC (UBIT) P 2023-12-31 2023-12-31
WINDROSE - ENERGY FUND IV (UBIT) P 2023-12-31 2023-12-31
WINDROSE - KENNEDY LEWIS (UBIT) P 2023-12-31 2023-12-31
WINDROSE - MEP IV LLC (UBIT) P 2023-12-31 2023-12-31
WINDROSE - RREF II (UBIT) P 2023-12-31 2023-12-31
WINDROSE - SC II (UBIT) P 2023-12-31 2023-12-31
WINDROSE - TB IV (UBIT) P 2023-12-31 2023-12-31
WINDROSE - VWH FUND (UBIT) P 2023-12-31 2023-12-31
WA PRIVATE CREDIT FUND IV LLC (UBIT) P 2023-12-31 2023-12-31
AG SUPER FUND (PER K-1) P 2023-12-31 2023-12-31
ALTIMETER PARTNERS FUND LP P 2023-12-31 2023-12-31
BAY POND PARTNERS (PER K-1) P 2023-12-31 2023-12-31
CAIUS CAPITAL INTERNATIONAL FUND P 2023-12-31 2023-12-31
CARMEL PARTNERS INVESTMENT FUND IV (PER K-1) P 2023-12-31 2023-12-31
CENTERBRIDGE CREDIT PARTNERS TE (PER K-1) P 2023-12-31 2023-12-31
CHARLES RIVER INSTITUTIONAL FUND III (PER K-1) P 2023-12-31 2023-12-31
DOMAIN ENVIRONMENTAL INVESTMENTS II (PER K-1) P 2023-12-31 2023-12-31
DOMAIN TIMBER INVESTMENTS III (PER K-1) P 2023-12-31 2023-12-31
ENDEAVOUR CAPITAL FUND VI (PER K-1) P 2023-12-31 2023-12-31
FCA BERKSHIRE (PER K-1) P 2023-12-31 2023-12-31
FCA ELEMENT 501C3 (PER K-1) P 2023-12-31 2023-12-31
ND WOODLAND STATION II LLC P 2023-12-31 2023-12-31
PATHWAY RN CO-INVESTMENT FUND (PER K-1) P 2023-12-31 2023-12-31
SANDALWOOD SPECIAL CREDIT OPPORTUNITIES (PER K-1) P 2023-12-31 2023-12-31
SHASTA VENTURES III (PER K-1) P 2023-12-31 2023-12-31
SHASTA VENTURES IV (PER K-1) P 2023-12-31 2023-12-31
VWH OFFSHORE FUND III LP P 2023-12-31 2023-12-31
WA GLOBAL EQUITY FUND (PER K-1) P 2023-12-31 2023-12-31
WA PRIVATE EQUITY FUND IX (PER K-1) P 2023-12-31 2023-12-31
WA PRIVATE EQUITY FUND V (PER K-1) P 2023-12-31 2023-12-31
WA PRIVATE EQUITY FUND VI (PER K-1) P 2023-12-31 2023-12-31
WA PRIVATE EQUITY FUND VII (PER K-1) P 2023-12-31 2023-12-31
WA PRIVATE EQUITY FUND VIII (PER K-1) P 2023-12-31 2023-12-31
WA PRIVATE EQUITY FUND X (PER K-1) P 2023-12-31 2023-12-31
WA PRIVATE EQUITY FUND XI (PER K-1) P 2023-12-31 2023-12-31
WA-ARES (PER K-1) P 2023-12-31 2023-12-31
WELLINGTON TRUST COMPANY (PER K-1) P 2023-12-31 2023-12-31
WINDROSE - AC VI (PER K-1) P 2023-12-31 2023-12-31
WINDROSE - ADVENT VII (PER K-1) P 2023-12-31 2023-12-31
WINDROSE - ANR FUND (PER K-1) P 2023-12-31 2023-12-31
WINDROSE - ANR FUND III (PER K-1) P 2023-12-31 2023-12-31
WINDROSE - AV (PER K-1) P 2023-12-31 2023-12-31
WINDROSE - CBREF (PER K-1) P 2023-12-31 2023-12-31
WINDROSE - CHIP FUND (PER K-1) P 2023-12-31 2023-12-31
WINDROSE - EAF VII (PER K-1) P 2023-12-31 2023-12-31
WINDROSE - ECF XI (PER K-1) P 2023-12-31 2023-12-31
WINDROSE - ENERGY FUND IV (PER K-1) P 2023-12-31 2023-12-31
WINDROSE - IVP XIV (PER K-1) P 2023-12-31 2023-12-31
WINDROSE - IVP XV (PER K-1) P 2023-12-31 2023-12-31
WINDROSE - KENNEDY LEWIS (PER K-1) P 2023-12-31 2023-12-31
WINDROSE - LATERAL (PER K-1) P 2023-12-31 2023-12-31
WINDROSE - MCP IV (PER K-1) P 2023-12-31 2023-12-31
WINDROSE - MEP IV (PER K-1) P 2023-12-31 2023-12-31
WINDROSE - OPPORTUNITIES (PER K-1) P 2023-12-31 2023-12-31
WINDROSE - OVP IV (PER K-1) P 2023-12-31 2023-12-31
WINDROSE - RREF II (PER K-1) P 2023-12-31 2023-12-31
WINDROSE - SC II (PER K-1) P 2023-12-31 2023-12-31
WINDROSE - TB IV (PER K-1) P 2023-12-31 2023-12-31
WINDROSE - VWH FUND (PER K-1) P 2023-12-31 2023-12-31
WINDROSE - WRPV XIII (PER K-1) P 2023-12-31 2023-12-31
WINDROSE - XPE VI (PER K-1) P 2023-12-31 2023-12-31
WINDROSE CP FUND (PER K-1) P 2023-12-31 2023-12-31
WA PRIVATE CREDIT FUND IV LLC (PER K-1) P 2023-12-31 2023-12-31
(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       -1,660
b       -329,209
c       -26,062
d       1,692
e       -27,006
      -115
      -18
      -1,449
      -4,030
      -6
      -1,414
      -37,634
      -128,151
      -42,957
      -3,309
      -15,677
      -65
      -15,155
      9,761
      -1,296
      378
      -49,716
      1,735
      6,717
      364,612
      131,258
      11,983
      -402
      7,383
      20,087
      -9,518
      36,851
      -52,682
      26,043
      -1,181,464
      7,438,591
      -43,824
      104,591
      20,480
      -53,967
      14,656
      2,730,186
      -84,753
      491,763
      348,829
      126,119
      478,110
      -12,291
      8,005
      124,313
      12
      -163,771
      -17,800
      21,904
      -6,893
      -1,206
      191,556
      46,856
      158,072
      224,922
      14,221
      115,334
      20,747
      -22,518
      -1,467
      -3,427
      -5,098
      140,549
      371,788
      -5,003
      -1
      196,496
      49,716
      25,488
      -87,396
      1,402
      -2,298
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       -1,660
b       -329,209
c       -26,062
d       1,692
e       -27,006
      -115
      -18
      -1,449
      -4,030
      -6
      -1,414
      -37,634
      -128,151
      -42,957
      -3,309
      -15,677
      -65
      -15,155
      9,761
      -1,296
      378
      -49,716
      1,735
      6,717
      364,612
      131,258
      11,983
      -402
      7,383
      20,087
      -9,518
      36,851
      -52,682
      26,043
      -1,181,464
      7,438,591
      -43,824
      104,591
      20,480
      -53,967
      14,656
      2,730,186
      -84,753
      491,763
      348,829
      126,119
      478,110
      -12,291
      8,005
      124,313
      12
      -163,771
      -17,800
      21,904
      -6,893
      -1,206
      191,556
      46,856
      158,072
      224,922
      14,221
      115,334
      20,747
      -22,518
      -1,467
      -3,427
      -5,098
      140,549
      371,788
      -5,003
      -1
      196,496
      49,716
      25,488
      -87,396
      1,402
      -2,298
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 11,642,498
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) 1 172,365
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........................... 3 172,365
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- ..... 5 172,365
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 157,155
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 70,000
d Backup withholding erroneously withheld .......... 6d 10,104
7 Total credits and payments. Add lines 6a through 6d.............. 7 237,259
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 64,894
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow64,894 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.PPFFOUND.ORG
14
The books are in care ofright arrowPAUL FIREMAN Telephone no.right arrow (617) 482-5620

Located atright arrow800 SOUTH ST SUITE 600WALTHAMMA ZIP+4right arrow02453
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
Yes
 
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
 
No
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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
PAUL FIREMAN TRUSTEE
0.50 		0 0 0
800 SOUTH ST SUITE 600
WALTHAM,MA02453
PHYLLIS FIREMAN TRUSTEE
0.50 		0 0 0
800 SOUTH ST SUITE 600
WALTHAM,MA02453
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
WINDROSE ADVISORS INVESTMENT ADVISORY 550,773
800 SOUTH ST SUITE 600
WALTHAM,MA02453
MOTT PHILANTHROPIC LLC CHARITABLE ADVISORY 157,950
800 BOYLSTON ST SUITE 1560
BOSTON,MA02199
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 LOAN TO HOME FUNDERS COLLABORATIVE LLC - THE HOME FUNDERS MISSION IS TO SUPPORT THE CREATION OF HOUSING FOR EXTREMELY LOW-INCOME FAMILIES IN A MIXED INCOME HOUSING ENVIRONMENT. 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
159,556,195
b
Average of monthly cash balances.......................
1b
18,464,808
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
178,021,003
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
178,021,003
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,670,315
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
175,350,688
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
8,767,534
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
8,767,534
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
172,365
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
172,629
c
Add lines 2a and 2b............................
2c
344,994
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
8,422,540
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
8,422,540
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
8,422,540
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
9,874,508
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
9,874,508
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 8,422,540
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 9,500,320
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$ 9,874,508
a Applied to 2022, but not more than line 2a 9,500,320
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..... 374,188
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		8,048,352
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
PAUL FIREMAN
PHYLLIS FIREMAN
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

200 CLUB OF HUDSON COUNTRY

23 CHAPEL AVENUE
JERSEY CITY,NJ07305 		NONE PC FOR DONEE'S EXEMPT PURPOSE 10,000

ALLIANCE TO PROTECT NANTUCKET SOUND

4 BARNSTABLE ROAD
HYANNIS,MA02601 		NONE PC FOR DONEE'S EXEMPT PURPOSE 5,000

AMERICAN JUNIOR GOLF ASSOCIATION

1980 SPORTS CLUB DRIVE
BRASELTON,GA30517 		NONE PC FOR DONEE'S EXEMPT PURPOSE 275,000

ANGELACARES INC

439 MARTIN LUTHER KING DR
JERSEY CITY,NJ07304 		NONE PC FOR DONEE'S EXEMPT PURPOSE 10,000

ANTI-DEFAMATION LEAGUE

605 THIRD AVENUE
NEW YORK,NY101583650 		NONE PC FOR DONEE'S EXEMPT PURPOSE 1,000,000

ARTISTS FOR HUMANITY

100 WEST SECOND STREET - 2ND FLOOR
BOSTON,MA02127 		NONE PC FOR DONEE'S EXEMPT PURPOSE 25,000

BEAVER COUNTRY DAY SCHOOL (FOUNDATION)

791 HAMMOND STREET
CHESTNUT HILL,MA02467 		NONE PC FOR DONEE'S EXEMPT PURPOSE 1,000

BOYS & GIRLS CLUB OF METRO SOUTH

31 COURT STREET
TAUNTON,MA02780 		NONE PC FOR DONEE'S EXEMPT PURPOSE 10,000

BRIGHAM AND WOMEN'S HOSPITAL

75 FRANCIS STREET
BOSTON,MA02115 		NONE PC FOR DONEE'S EXEMPT PURPOSE 25,000

BROCKTON HOSPITAL

178 QUINCY AVE
BROCKTON,MA02302 		NONE PC FOR DONEE'S EXEMPT PURPOSE 600,000

CAPE COD HEALTHCARE FOUNDATION

32 MAIN STREET
HYANNIS,MA02601 		NONE PC FOR DONEE'S EXEMPT PURPOSE 270,000

CHRISTMAS IN THE CITY

35 LAKE SHORE ROAD
SALEM,NH03079 		NONE PC FOR DONEE'S EXEMPT PURPOSE 5,000

COLUMBIA UNIVERSITY

116TH AND BROADWAY
NEW YORK,NY10027 		NONE PC FOR DONEE'S EXEMPT PURPOSE 200,000

COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC

126 HIGH STREET
BOSTON,MA021102700 		NONE PC FOR DONEE'S EXEMPT PURPOSE 100,000

COMMUNITY FOOD BANK OF NEW JERSEY

6735 BLACK HORSE PIKE
EGG HARBOR TOWNSHIP,NJ08234 		NONE PC FOR DONEE'S EXEMPT PURPOSE 50,000

COMMUNITY SERVINGS

179 AMORY ST
JAMAICA PLAIN,MA02130 		NONE PC FOR DONEE'S EXEMPT PURPOSE 15,000

CROHNS & COLITIS FOUNDATION INC

733 THIRD AVENUE SUITE 510
NEW YORK,NY10017 		NONE PC FOR DONEE'S EXEMPT PURPOSE 10,000

DANA FARBER CANCER INSTITUTE

450 BROOKLINE AVENUE
BOSTON,MA02215 		NONE PC FOR DONEE'S EXEMPT PURPOSE 150,000

DANIEL RIVERA CHARITABLE FOUNDATION INC

PO BOX 13095
JERSEY CITY,NJ07303 		NONE PC FOR DONEE'S EXEMPT PURPOSE 10,000

DANIELS TABLE INC

10 PEARL ST
FRAMINGHAM,MA07102 		NONE PC FOR DONEE'S EXEMPT PURPOSE 10,000

DAVIS EDUCATION FOUNDATION

130 NORTH MAINE STREET
FARMINGTON,UT84025 		NONE PC FOR DONEE'S EXEMPT PURPOSE 25,000

DRAVET SYNDROME FOUNDATION

PO BOX 3026
CHERRY HILL,NJ08034 		NONE PC FOR DONEE'S EXEMPT PURPOSE 5,000

ELON UNIVERSITY

PO BOX 398
ELON,NC27244 		NONE PC FOR DONEE'S EXEMPT PURPOSE 50,000

EMORY UNIVERSITY (FOUNDATION)

201 DOWMAN DRIVE
ATLANTA,GA30322 		NONE PC FOR DONEE'S EXEMPT PURPOSE 1,181,000

EVAS VILLAGE INC

393 MAIN STREET
PATERSON,NJ07501 		NONE PC FOR DONEE'S EXEMPT PURPOSE 5,000

FAMILY NURTURING CENTER OF MASSACHUSETTS

200 BOWDOIN STREET
DORCHESTER,MA02122 		NONE PC FOR DONEE'S EXEMPT PURPOSE 2,500

FAMILY REACH FOUNDATION

142 BERKELEY STREET 4 FL
BOSTON,MA02116 		NONE PC FOR DONEE'S EXEMPT PURPOSE 50,000

GEORGETOWN UNIVERSITY

3700 O ST NW
WASHINGTON,DC20057 		NONE PC FOR DONEE'S EXEMPT PURPOSE 50,000

GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE

268 BUST STREET 555
SAN FRANCISCO,CA94104 		NONE PC FOR DONEE'S EXEMPT PURPOSE 50,000

HOUR CHILDREN INC

36-11 12TH STREET
LONG ISLAND,NY11106 		NONE PC FOR DONEE'S EXEMPT PURPOSE 5,000

HUDSON COUNTY DOLPHINS STARS

197 MONTICELLO AVENUE
JERSEY CITY,NJ07302 		NONE PC FOR DONEE'S EXEMPT PURPOSE 15,000

HURLEY FAMILY FOUNDATION INC

174 WASHINGOTN ST
JERSEY CITY,NJ07302 		NONE POF FOR DONEE'S EXEMPT PURPOSE 125,000

IMPACT THROUGH GOLF FOUNDATION

78060 CALLE ESTADO SUITE 12
LA QUINTA,CA92253 		NONE PC FOR DONEE'S EXEMPT PURPOSE 26,200

INSTITUTE OF CONTEMPORARY ART

25 HARBOR SHORE DRIVE
BOSTON,MA02210 		NONE PC FOR DONEE'S EXEMPT PURPOSE 150,000

JEWISH BIG BROTHER & BIG SISTER ASSOCIATION OF GREATER BOSTON

333 NAHANTON STREET
NEWTON,MA02459 		NONE PC FOR DONEE'S EXEMPT PURPOSE 267,500

JEWISH FEDERATION OF PALM BEACH COUNTY

4601 COMMUNITY DR
WEST PALM BEACH,FL33417 		NONE PC FOR DONEE'S EXEMPT PURPOSE 50,000

JUMP4JERRY

201 MONTICELLO AVENUE
JERSEY CITY,NJ07304 		NONE PC FOR DONEE'S EXEMPT PURPOSE 6,000

KENNY KOPACZ CIVIC ASSOCIATION

11 COLLEGE DRIVE 5B
JERSEY CITY,NJ07305 		NONE PC FOR DONEE'S EXEMPT PURPOSE 5,000

KFM MAKING A DIFFERENCE IN THE COMMUNITY

1401 HUDSON STREET
HOBOKEN,NJ07030 		NONE PC FOR DONEE'S EXEMPT PURPOSE 10,000

LA COLABORATIVA INC

318 BROADWAY
CHELSEA,MA02150 		NONE PC FOR DONEE'S EXEMPT PURPOSE 15,000

LESNIAK INSTITUTE FOR AMERICAN LEADERSHIP

1075 MORRIS AVENUE 601
UNION,NJ07083 		NONE PC FOR DONEE'S EXEMPT PURPOSE 5,000

LIBERTY SCIENCE CENTER

222 JERSEY CITY BOULEVARD
JERSEY CITY,NJ07305 		NONE PC FOR DONEE'S EXEMPT PURPOSE 150,000

MAKE A WISH FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND INC

133 FEDERAL STREET 2ND FLOOR
BOSTON,MA02110 		NONE PC FOR DONEE'S EXEMPT PURPOSE 5,000

MASSACHUSETTS WONDERFUND INC

600 WASHINGTON STREET 6TH FLOOR
BOSTON,MA02111 		NONE PC FOR DONEE'S EXEMPT PURPOSE 15,000

ONE FAMILY INC

423 WEST BROADWAY SUITE 402
SOUTH BOSTON,MA02127 		NONE PC FOR DONEE'S EXEMPT PURPOSE 1,390,000

PALM BEACH COUNTY FOOD BANK INC

701 BOUTWELL RD SUITE A-2
LAKE WORTH BEACH,FL33461 		NONE PC FOR DONEE'S EXEMPT PURPOSE 25,000

PAN MASSACHUSETTS CHALLENGE

77 4TH AVENUE
NEEDHAM,MA02494 		NONE PC FOR DONEE'S EXEMPT PURPOSE 10,000

PGA TOUR FIRST TEE FOUNDATION INC

13000 SAWGRASS VILLAGE CIRCLE
BULDING 4
PONTE VEDREA BEACH,FL32082 		NONE PC FOR DONEE'S EXEMPT PURPOSE 200,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

1033 MASSACHUSETTS AVE STE 3
CAMBRIDGE,MA02138 		NONE PC FOR DONEE'S EXEMPT PURPOSE 250,000

QUA CREATIVE KIDZ

707 ALLEN RD
HACKETTSTOWN,NJ07849 		NONE PC FOR DONEE'S EXEMPT PURPOSE 20,000

RAHWAY COMMUNITY ACTION ORGANIZATION

796 E HAZELWOOD AVENUE
RAHWAY,NJ07065 		NONE PC FOR DONEE'S EXEMPT PURPOSE 5,000

RIVERS SCHOOL CORPORATION

333 WINTER STREET
WESTON,MA02493 		NONE PC FOR DONEE'S EXEMPT PURPOSE 12,500

RON BURTON TRAINING VILLAGE

71 HIGH BRIDGE RD
HUBBARDSTON,MA01452 		NONE PC FOR DONEE'S EXEMPT PURPOSE 250,000

SECOND STREET YOUTH CENTER FOUNDATION INC

200 PLAINFIELD AVENUE
PLAINFIELD,NJ07060 		NONE PC FOR DONEE'S EXEMPT PURPOSE 5,000

SHE IS INCORPORATED

161 HIGHLAND AVENUE
JERSEY CITY,NJ07304 		NONE PC FOR DONEE'S EXEMPT PURPOSE 3,000

SOUTHWEST BOSTON SENIOR SERVICES DBA ETHOS

555 AMORY ST
JAMAICA PLAIN,MA02130 		NONE PC FOR DONEE'S EXEMPT PURPOSE 1,000

ST CHARLES BORROMEO CHURCH

300 NH-25
MEREDITH,NH03253 		NONE PC FOR DONEE'S EXEMPT PURPOSE 1,000

STORYVILLE CENTER FOR THE SPOKEN WORD INC

75 BROAD ST STE 2601
NEW YORK,NY100042482 		NONE PC FOR DONEE'S EXEMPT PURPOSE 100,000

TABOR ACADEMY (FOUNDATION)

235 FRONT ST
MARION,MA02738 		NONE PC FOR DONEE'S EXEMPT PURPOSE 90,000

TEAM IMPACT

3 BATTERYMARCH PARK 5TH FLOOR
QUINCY,MA02169 		NONE PC FOR DONEE'S EXEMPT PURPOSE 200,000

TEAM WALKER INC

373 COMMUNIPAW AVENUE
JERSEY CITY,NJ07304 		NONE PC FOR DONEE'S EXEMPT PURPOSE 120,000

TEMPLE BETH ELOHIM

10 BETHEL ROAD
WELLESLEY,MA024813595 		NONE PC FOR DONEE'S EXEMPT PURPOSE 5,000

TEMPLE BETH SHALOM

670 HIGHLAND AVENUE
NEEDHAM,MA02494 		NONE PC FOR DONEE'S EXEMPT PURPOSE 10,000

TENACRE COUNTRY DAY SCHOOL (FOUNDATION)

78 BENVENUE STREET
WELLESLEY,MA02482 		NONE PC FOR DONEE'S EXEMPT PURPOSE 205,000

THE B FUND INC

PO BOX 81254
WELLESLEY HILLS,MA02481 		NONE PC FOR DONEE'S EXEMPT PURPOSE 5,000

THE BIRTHRIGHT ISRAEL FOUNDATION

711 3RD AVE 10TH FLOOR
NEW YORK,NY10017 		NONE PC FOR DONEE'S EXEMPT PURPOSE 10,000

THE FESSENDEN SCHOOL

250 WALTHAM STREET
WEST NEWTON,MA02465 		NONE PC FOR DONEE'S EXEMPT PURPOSE 1,000

THE GREATER BOSTON FOOD BANK

70 SOUTH BAY AVENUE
BOSTON,MA02118 		NONE PC FOR DONEE'S EXEMPT PURPOSE 50,000

THE PEOPLE'S PARK FOUNDATION

344 GROVE ST STE 828
JERSEY CITY,NJ07302 		NONE PC FOR DONEE'S EXEMPT PURPOSE 1,500,000

THE SANCTIFIED CHURCH OF JESUS CHRIST INC

245 MARTIN LUTHER KING JR DRIVE
JERSEY CITY,NJ07305 		NONE PC FOR DONEE'S EXEMPT PURPOSE 10,000

THREE BAYS PRESERVATIONBARNSTABLE CLEAN WATER COALITION

864 MAIN ST
OSTERVILLE,MA026550215 		NONE PC FOR DONEE'S EXEMPT PURPOSE 5,000

TILTON SCHOOL

30 SCHOOL ST
TILTON,NH03276 		NONE PC FOR DONEE'S EXEMPT PURPOSE 5,000

TRUSTEES OF UNION COLLEGE

807 UNION STREET
SCHNECTADY,NY12308 		NONE PC FOR DONEE'S EXEMPT PURPOSE 60,000

US CHALLENGE CUP INC

100 AMARAL STREET 12
RIVERSIDE,RI02915 		NONE PC FOR DONEE'S EXEMPT PURPOSE 10,000

WILLOW HILL SCHOOL

98 HAYNES ROAD
SUDBURY,MA01776 		NONE PC FOR DONEE'S EXEMPT PURPOSE 12,800

WORLD CENTRAL KITCHEN INC

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		NONE PC FOR DONEE'S EXEMPT PURPOSE 10,000
Total .................................right arrow 3a 9,630,500
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 ........... 		    14 879,850  
4 Dividends and interest from securities ....     14 224,952  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000 679,211 18 11,642,498  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aAG SUPER FUND 		523000 184 14 3,253  
bBAY POND PARTNERS 523000 82,097 14 7,453  
cCAIUS CAPITAL INTERNATIONAL FUND     14 81,672  
dCARMEL PARTNERS INVESTMENT FUND IV     14 13,930  
eCARMEL PARTNERS INVESTMENT FUND V, LP 523000 -53 14 6,893  
fCENTERBRIDGE CREDIT PARTNERS TE LP     14 59,181  
gCHARLES RIVER INSTITUTIONAL FUND II LP     14 -16,106  
hCHARLES RIVER INSTITUTIONAL FUND III LP     14 -37,598  
iCHARLES RIVER INSTITUTIONAL FUND IV LP 523000 -2 14 -13,680  
jDOMAIN ENVIRONMENTAL INVESTMENTS II LP 523000 -60,583 14 186  
kDOMAIN TIMBER INVESTMENTS III LP     14 -10,359  
lENDEAVOUR CAPITAL FUND VI     14 12,359  
mFCA BERKSHIRE 523000 6,539 14 -8,483  
nFCA ELEMENT 501C3 LLC 523000 186 14 351,029  
oHOME FUNDERS COLLABORATIVE     14 -1,325  
pND BURLINGTON SOUTH AVENUE 523000 432,209 14 0  
qND CAPITAL INSTITUTIONAL FUND 5 LP     14 -24,423  
rND HUDSON LLC     14 -5,451  
sND WOODLAND STATION II LLC     14 -162,432  
tPATHWAY RN CO-INVESTMENT FUND     14 -62,856  
12 Subtotal. Add columns (b), (d), and (e) .. 1,610,306 13,013,584 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
14,623,890
(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.)
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
PAUL & PHYLLIS FIREMAN CHARITABLE
FOUNDATION
Employer identification number

22-2677986
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
PAUL & PHYLLIS FIREMAN CHARITABLE
FOUNDATION 		Employer identification number
22-2677986
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
GORDON RANCH LP
 
4100 INTERNATIONAL PLAZA STE 520
 
FORT WORTH, TX76109

$ 2,000,000


(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
PAUL & PHYLLIS FIREMAN CHARITABLE
FOUNDATION 		Employer identification number

22-2677986
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
PAUL & PHYLLIS FIREMAN CHARITABLE
FOUNDATION 		Employer identification number

22-2677986
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:
PAUL & PHYLLIS FIREMAN CHARITABLE
 
FOUNDATION
EIN:
22-2677986
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 27,000 0   27,000

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

TY 2023 ExpenditureResponsibilityStmt
Name:
PAUL & PHYLLIS FIREMAN CHARITABLE
 
FOUNDATION
EIN:
22-2677986
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
THE HURLEY FAMILY FOUNDATION
  		174 WASHINGTON STREET
JERSEY CITY,NJ07302 		2023-05-02 125,000 TO SUPPORT THE FREE BASKETBALL PROGRAM RUN BY THE HURLEY FAMILY FOUNDATION FOR STUDENTS IN 3RD THROUGH 12TH GRADE IN JERSEY CITY.   NO PART OF THE GRANT WAS USED FOR OTHER THAN CHARITABLE PURPOSES. NO REPORT RECEIVED AS OF 12/31/23    
HOME FUNDERS COLLABORATIVE LLC (HOME FUNDERS)
  		240 NEWBURY STREET 2ND FLOOR
BOSTON,MA02116 		2004-10-29 4,995,085 THE HOME FUNDERS MISSION IS TO SUPPORT THE CREATION OF HOUSING FOR EXTREMELY LOW-INCOME FAMILIES IN A MIXED INCOME HOUSING ENVIRONMENT. THE INVESTMENTS HAVE VARYING TERMS (5 YEARS, 10 YEARS, AND 20 YEARS) FOR AMOUNTS TOTALING UP TO $5 MILLION, FOR WHICH THE FIRST CAPITAL CALL WAS PAID IN 2003. FUNDS ARE DISBURSED TO HOME FUNDERS AS REAL ESTATE CLOSINGS OCCUR, WHICH SUBSEQUENTLY FLOW TO FINANCE PERMANENT LOANS TO AN AFFORDABLE HOUSING PROJECT.REPORTS OF AMOUNTS EXPENDED:HOME FUNDS SUBMITTED A COMPLETE REPORT ON OR ABOUT THE FOLLOWING DATES IN 2023 OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES: 3/31/2023, 6/30/2023, 9/30/2023, AND 12/31/2023. THIS ABOVE INVESTMENTS REMAINED ON THE FOUNDATION'S BOOKS AS OF 12/31/2023.   NO PART OF THE GRANT WAS USED FOR OTHER THAN CHARITABLE PURPOSES. 3/31/23, 6/30/23, 9/30/23, 12/31/23   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.

TY 2023 InvestmentsOtherSchedule2
Name:
PAUL & PHYLLIS FIREMAN CHARITABLE
 
FOUNDATION
EIN:
22-2677986
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AG SUPER FUND LP FMV 36,665 36,665
ALTIMETER PARTNERS FUND LP FMV 2,187,649 2,187,649
BAY POND PARTNERS, LP FMV 3,418,628 3,418,628
CAI HEDGE FUND (SKYBRIDGE) FMV 164,009 164,009
CARMEL PARTNERS INVESTMENT FUND V, LP FMV 921,539 921,539
CARMEL PARTNERS INVESTMENT FUND VII, L.P. FMV 879,324 879,324
CENTERBRIDGE CREDIT PARTNERS TE LP FMV 820,220 820,220
CENTERBRIDGE PARTNERS REAL ESTATE FUND, L.P. FMV 1,889,210 1,889,210
CHARLES RIVER INSTITUTIONAL FUND II LP FMV 2,702,873 2,702,873
CHARLES RIVER INSTITUTIONAL FUND III LP FMV 1,067,474 1,067,474
CHARLES RIVER REALTY FUND IV LP FMV 676,465 676,465
CROSSHARBOR INSTITUTIONAL PARTNERS 2018, L.P. FMV 714,124 714,124
CVC INTERNATIONAL (CAYMAN OFF) FMV 156,827 156,827
DOMAIN ENVIRONMENTAL INVESTMENTS II, LP FMV 478,308 478,308
DOMAIN TIMBER INVESTMENTS III, LP FMV 786,357 786,357
ENDEAVOUR CAPITAL FUND VI, LP FMV 33,937 33,937
FCA BERKSHIRE, LLC FMV 642,330 642,330
LION POINT INTERNATIONAL FMV 2,481,688 2,481,688
NBW CAPITAL FMV 2,074,042 2,074,042
ND BURLINGTON SOUTH AVENUE LLC FMV 3,604,411 3,604,411
PATHWAY RN CO-INVESTMENT FUND FMV 124,412 124,412
PERELLA WEINBER ASSET BASED VAL FMV 186,012 186,012
SANDALWOOD CREDIT OPPORTUNITIES FMV 9,346,723 9,346,723
SHASTA VENTURES III, LP FMV 1,482,067 1,482,067
SHASTA VENTURES IV, LP FMV 1,062,187 1,062,187
SRI ELEVEN REIT FMV 322,720 322,720
TURNING ROCK FUND I LP FMV 264,808 264,808
WA GLOBAL EQUITY FUND LLC FMV 17,980,461 17,980,461
WA PRIVATE EQUITY FUND IX, LLC FMV 5,730,453 5,730,453
WA PRIVATE EQUITY FUND V LLC FMV 10,468,365 10,468,365
WA PRIVATE EQUITY FUND VI LLC FMV 10,221,555 10,221,555
WA PRIVATE EQUITY FUND VII, LLC FMV 9,413,398 9,413,398
WA PRIVATE EQUITY FUND VIII, LLC FMV 6,425,479 6,425,479
WA-ARES LLC FMV 483,927 483,927
WINDROSE - AC VI LLC FMV 1,187,529 1,187,529
WINDROSE - ADVENT VII, LLC FMV 154,898 154,898
WINDROSE - ANR FUND LLC FMV 357,501 357,501
WINDROSE - ANR III FUND LLC FMV 981,814 981,814
WINDROSE - AV LLC FMV 3,478,197 3,478,197
WINDROSE - ECF XI LLC FMV 1,567,826 1,567,826
WINDROSE - ENERGY FUND IV LLC FMV 1,971,776 1,971,776
WINDROSE - IVP XIV LLC FMV 669,175 669,175
WINDROSE - IVP XV LLC FMV 1,573,795 1,573,795
WINDROSE - KENNEDY LEWIS LLC FMV 485,466 485,466
WINDROSE - LATERAL LLC FMV 1,894,296 1,894,296
WINDROSE - MCP IV LLC FMV 3,080,020 3,080,020
WINDROSE - MEP IV LLC FMV 390,953 390,953
WINDROSE - ND MIDTOWN LLC FMV 1,758,714 1,758,714
WINDROSE - OVP IV LLC FMV 723,293 723,293
WINDROSE - RREF II LLC FMV 697,695 697,695
WINDROSE - SC II LLC FMV 1,201,002 1,201,002
WINDROSE - TB IV LLC FMV 695,744 695,744
WINDROSE - VWH FUND LLC FMV 996,814 996,814
WINDROSE - XPE VI LLC FMV 306,857 306,857
WINDROSE EAF VII FMV 2,040,495 2,040,495
WINDROSE OPPORTUNITIES FUND (VIRGINIAN) FMV 268,039 268,039
WINDROSE WRPV XIII LLC FMV 2,552,883 2,552,883
WINDROSE WRPV XIV LLC FMV 1,429,749 1,429,749
ND UNICORN LLC FMV 398,930 398,930
FCA ELEMENT 501C3 LLC FMV 212,667 212,667
WA OPPORTUNITIES FUND LLC (EXABEAM) FMV 213,186 213,186
FIRST BOSTON BRIDGE LENDING POOL IV LLC FMV 818,900 818,900
WA PRIVATE EQUITY FUND X LLC FMV 2,595,464 2,595,464
EDISON PARTNERS X FMV 1,358,435 1,358,435
BALTER INVENOMIC FUND FMV 1,047,844 1,047,844
CARMEL PARTNERS INVESTMENT FUND VIII, LP FMV 910,226 910,226
WA PRIVATE EQUITY FUND XI LLC FMV 1,240,580 1,240,580
VWH OFFSHORE FUND III, LP FMV 952,922 952,922
PRIME STORAGE FUND III-R LP FMV 425,791 425,791
WINDROSE WRPV XV LLC FMV 98,654 98,654
CARRONADE CAPITAL OFFSHORE LP FMV 1,030,006 1,030,006
PARADIGM BIOCAPITAL PARTNERS FUND FMV 1,076,582 1,076,582
CAIUS CAPITAL DOMESTIC FUND LP FMV 1,025,033 1,025,033
ND HUDSON LLC FMV 750,000 750,000
WA PNR V LLC FMV 304,739 304,739
ISAM SYSTEMATIC TREND LLC FMV 1,006,833 1,006,833
WA PRIVATE EQUITY FUND XII LLC FMV 630,257 630,257
PCOF IV LP FMV 305,992 305,992
WA PRIVATE CREDIT FUND IV LLC FMV 310,000 310,000
MARLIN HERITAGE LP FMV 193,979 193,979

TY 2023 LegalFeesSchedule
Name:
PAUL & PHYLLIS FIREMAN CHARITABLE
 
FOUNDATION
EIN:
22-2677986
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 3,000 0   3,000


TY 2023 OtherAssetsSchedule
Name:
PAUL & PHYLLIS FIREMAN CHARITABLE
 
FOUNDATION
EIN:
22-2677986
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SECURITY DEPOSIT 47,833 47,833 47,833


TY 2023 OtherDecreasesSchedule
Name:
PAUL & PHYLLIS FIREMAN CHARITABLE
 
FOUNDATION
EIN:
22-2677986
Description Amount
UNREALIZED INVESTMENT LOSS 34,209,156


TY 2023 OtherExpensesSchedule
Name:
PAUL & PHYLLIS FIREMAN CHARITABLE
 
FOUNDATION
EIN:
22-2677986
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 317 317   0
DUES & SUBSCRIPTIONS 9,540 0   9,540
INSURANCE 8,719 0   8,719
OFFICE EXPENSES 2,989 0   2,989


TY 2023 OtherIncomeSchedule2
Name:
PAUL & PHYLLIS FIREMAN CHARITABLE
 
FOUNDATION
EIN:
22-2677986
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
AG SUPER FUND 3,437 3,253 3,437
BAY POND PARTNERS 89,550 7,453 89,550
CAIUS CAPITAL INTERNATIONAL FUND 81,672 81,672 81,672
CARMEL PARTNERS INVESTMENT FUND IV 13,930 13,930 13,930
CARMEL PARTNERS INVESTMENT FUND V, LP 6,840 6,893 6,840
CENTERBRIDGE CREDIT PARTNERS TE LP 59,181 59,181 59,181
CHARLES RIVER INSTITUTIONAL FUND II LP -16,106 -16,106 -16,106
CHARLES RIVER INSTITUTIONAL FUND III LP -37,598 -37,598 -37,598
CHARLES RIVER INSTITUTIONAL FUND IV LP -13,682 -13,680 -13,682
DOMAIN ENVIRONMENTAL INVESTMENTS II LP -60,397 186 -60,397
DOMAIN TIMBER INVESTMENTS III LP -10,359 -10,359 -10,359
ENDEAVOUR CAPITAL FUND VI 12,359 12,359 12,359
FCA BERKSHIRE -1,944 -8,483 -1,944
FCA ELEMENT 501C3 LLC 351,215 351,029 351,215
HOME FUNDERS COLLABORATIVE -1,325 -1,325 -1,325
ND BURLINGTON SOUTH AVENUE 432,209 0 432,209
ND CAPITAL INSTITUTIONAL FUND 5 LP -24,423 -24,423 -24,423
ND HUDSON LLC -5,451 -5,451 -5,451
ND WOODLAND STATION II LLC -162,432 -162,432 -162,432
PATHWAY RN CO-INVESTMENT FUND -62,856 -62,856 -62,856
PCOF IV LP 14,506 14,506 14,506
PRIME STORAGE FUND III-R LP -15,101 -15,101 -15,101
SANDALWOOD SPECIAL CREDIT OPPORTUNITIES 308,530 282,234 308,530
SHASTA VENTURES III -8,562 -8,562 -8,562
SHASTA VENTURES IV -25,824 -25,824 -25,824
WA ARES LLC 56,249 -824 56,249
WA GLOBAL EQUITY FUND LLC 573,713 573,713 573,713
WA PRIVATE EQUITY FUND IX LLC -183,289 -142,743 -183,289
WA PRIVATE EQUITY FUND V LLC 66,959 75,990 66,959
WA PRIVATE EQUITY FUND VI LLC -134,825 -131,196 -134,825
WA PRIVATE EQUITY FUND VII LLC -132,100 -134,230 -132,100
WA PRIVATE EQUITY FUND VIII LLC 4,381 -36,138 4,381
WA PRIVATE EQUITY FUND X LLC -93,718 -93,225 -93,718
WA PRIVATE EQUITY FUND XI LLC -81,961 -70,735 -81,961
WELLINGTON TRUST COMPANY, NA 172 172 172
WINDROSE - AC VI LLC -25,220 -25,220 -25,220
WINDROSE - ADVENT VII -6,511 -6,511 -6,511
WINDROSE - ANR FUND LLC 60,427 60,427 60,427
WINDROSE - ANR III FUND LLC -11,714 -11,949 -11,714
WINDROSE - AV LLC -2,921 -2,921 -2,921
WINDROSE - CBREF LLC -15,576 -17,366 -15,576
WINDROSE - CHIP FUND LLC - 531110 -11,044 5,357 -11,044
WINDROSE - CP FUND LLC -7,935 -7,935 -7,935
WINDROSE - CP FUND VIII LLC -16,664 -16,664 -16,664
WINDROSE - EAF VII LLC 29,880 24,539 29,880
WINDROSE - ECF XI LLC 233,554 55,055 233,554
WINDROSE - ENERGY FUND IV LLC 185,445 -54,970 185,445
WINDROSE - IVP XIV LLC -16,085 -16,085 -16,085
WINDROSE - IVP XV -26,185 -26,185 -26,185
WINDROSE - KENNEDY LEWIS LLC 15,330 15,139 15,330
WINDROSE - MCP IV LLC -21,810 -21,810 -21,810
WINDROSE - MEP IV LLC -7,278 -7,278 -7,278
WINDROSE - ND MIDTOWN 62,408 -27,007 62,408
WINDROSE - OPPORTUNITIES FUND LLC 5,830 5,830 5,830
WINDROSE - OVP IV -22,663 -22,663 -22,663
WINDROSE - RREF II LLC -80,348 -35,935 -80,348
WINDROSE - SC II LLC -36,175 -25,043 -36,175
WINDROSE - TB IV -7,183 -7,183 -7,183
WINDROSE - VWH FUND LLC -49,578 -41,275 -49,578
WINDROSE - WRPV XIII LLC -8,741 -8,741 -8,741
WINDROSE - WRPV XIV LLC -23,648 -23,648 -23,648
WINDROSE - XPE VI LLC -41,102 -41,102 -41,102
WINDROSE - FB LENDING POOL IV LLC 96,306 65,503 96,306
WINDROSE - LATERAL LLC -57,682 -14,975 -57,682
WINDROSE - ND UNICORN LLC 121,675 121,675 121,675
WINDROSE - CO-INVEST EDISON SBT LLC -1,205 -1,205 -1,205
WINDROSE - WRPV XV LLC -13,766 -13,766 -13,766
WA PRIVATE NATURAL RESOURCES FUND V LLC -73,827 -57,289 -73,827
WA PRIVATE EQUITY FUND XII LLC -34,656 -34,656 -34,656
WA PRIVATE CREDIT FUND IV LLC 3,091 861 3,091


TY 2023 OtherProfessionalFeesSchedule
Name:
PAUL & PHYLLIS FIREMAN CHARITABLE
 
FOUNDATION
EIN:
22-2677986
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 568,896 568,896   0
CONSULTING 188,101 0   188,101


TY 2023 TaxesSchedule
Name:
PAUL & PHYLLIS FIREMAN CHARITABLE
 
FOUNDATION
EIN:
22-2677986
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 44,022 44,022   0