TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
STEPHANIE H & DAVID A SPINA
FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)2 WEBSTER LANE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
WAYLAND, MA01778

A Employer identification number

20-2017017

B Telephone number (see instructions)

(508) 330-4566

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$5,440,734J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	59,415		59,415
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		575,596
b	Gross sales price for all assets on line 6a
7	Capital gain net income (from Part IV, line 2)...			575,596
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).......	List of Attached Documents: // Content	331	331
12	Total. Add lines 1 through 11........	635,342		635,342
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	7,000	3,500	3,500
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	59,654	59,654	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	6,150	152	35
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	7,812	7,812	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	80,616		71,118	3,535
25	Contributions, gifts, grants paid.......	1,610,000			1,610,000
26	Total expenses and disbursements. Add lines 24 and 25	1,690,616		71,118	1,613,535
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-1,055,274
b	Net investment income (if negative, enter -0-)			564,224
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	143,684	127,649	127,649
	2	Savings and temporary cash investments.........	57,432	68,153	68,153
	3	Accounts receivable 9,419
		Less: allowance for doubtful accounts	12,383	9,419	9,419
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	220,745	List of Attached Documents: // Content 224,815	231,802
	b	Investments—corporate stock (attach schedule).......	4,211,358	List of Attached Documents: // Content 3,173,822	4,714,600
	c	Investments—corporate bonds (attach schedule).......	306,575	List of Attached Documents: // Content 293,045	289,111
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	4,952,177	3,896,903	5,440,734
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	4,952,177	3,896,903
	29	Total net assets or fund balances (see instructions).....	4,952,177	3,896,903
	30	Total liabilities and net assets/fund balances (see instructions).	4,952,177	3,896,903

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

4,952,177

Enter amount from Part I, line 27a .....................

-1,055,274

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

3,896,903

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

3,896,903

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
1 a	GS 010-44267-1	P
b	GS 010-44267-1	P
c	GS 051-75339-0	P
d	GS 051-75339-0	P
e	GS 010-48721-3	P
	GS 010-48721-3	P
	GS 051-45638-2	P
	GS 051-45638-2	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				1,639
b				557,285
c				-11,205
d				18,495
e				204
				-2,251
				-1,047
				12,476

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			1,639
b			557,285
c			-11,205
d			18,495
e			204
			-2,251
			-1,047
			12,476

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	575,596
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	7,843
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	7,843
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	7,843
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	10,000
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	10,000
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	2,157
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax2,157	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

RAPHAEL RAPHAEL ATTN B CARNEY Telephone no. right arrow

(617) 210-1200

Located at right arrow

52 CHURCH STREETBOSTONMA ZIP+4 right arrow

02116

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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 A SPINA	TRUSTEE 2.00	0	0	0
2 WEBSTER LANE WAYLAND,MA01778	TRUSTEE 2.00	0	0	0
STEPHANIE H SPINA	TRUSTEE 2.00	0	0	0
2 WEBSTER LANE WAYLAND,MA01778	TRUSTEE 2.00	0	0	0

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...................				0

Form 990-PF (2023)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
GOLDMAN SACHS	INVESTMENT ADVISORY	59,654
125 HIGH ST 1700 BOSTON,MA02110	INVESTMENT ADVISORY	59,654

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

5,524,570

Average of monthly cash balances.......................

198,459

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

5,723,029

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

5,723,029

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

85,845

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

5,637,184

Minimum investment return. Enter 5% (0.05) of line 5................

281,859

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.)

Minimum investment return from Part IX, line 6..................

281,859

Tax on investment income for 2022 from Part V, line 5.......

7,843

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

7,843

Distributable amount before adjustments. Subtract line 2c from line 1............

274,016

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

274,016

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

274,016

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

1,613,535

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

1,613,535

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					274,016
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......	270,281
b From 2019......	396,100
c From 2020......	793,352
d From 2021......	1,157,214
e From 2022......	1,764,702
f Total of lines 3a through e ........		4,381,649
4Qualifying distributions for 2023 from Part
XI, line 4: $ 1,613,535
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.....					274,016
e Remaining amount distributed out of corpus		1,339,519
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		5,721,168
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) ...		270,281
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		5,450,887
10 Analysis of line 9:
a Excess from 2019....	396,100
b Excess from 2020....	793,352
c Excess from 2021....	1,157,214
d Excess from 2022....	1,764,702
e Excess from 2023....	1,339,519

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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).)

DAVID A SPINA

STEPHANIE H SPINA

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
CATHOLIC SCHOOLS FOUNDATION 67 BATTERYMARCH STREET BOSTON,MA02110	N/A	PC	CATHOLIC EDUCATION	30,000
COLLEGE OF THE HOLY CROSS ONE COLLEGE STREET WORCESTER,MA01610	N/A	PC	COMMUNITY & CHARITABLE - FELLOWSHIP PROGRAM	25,000
FRESH START FURNITURE BANK 16 BRENT DRIVE HUDSON,MA01749	N/A	PC	COMMUNITY & CHARITABLE - FURNITURE FOR FAMILIES IN NEED	50,000
HILLSDALE COLLEGE 33 EAST COLLEGE ST HILLSDALE,MI49242	N/A	PC	EDUCATIONAL	25,000
MORE THAN WORDS MTWYOUTH 56 FELTON STREET WALTHAM,MA02453	N/A	PC	YOUTH DEVELOPMENT AND SUPPORT	75,000
NATIVITY SCHOOL OF WORCESTER 67 LINCOLN STREET WORCESTER,MA01605	N/A	PC	EDUCATIONAL - TEACHING FELLOWS PROGRAM	275,000
NEW ENGLAND CENTER AND HOMES FOR VETERANS 17 COURT ST BOSTON,MA02108	N/A	PC	COMMUNITY & CHARITABLE - MULTIDIMENSIONAL SERVICE FOR VETERANS	115,000
PARTNERS IN HEALTH 800 BOYLSTON STREET STE 300 BOSTON,MA02199	N/A	PC	COMMUNITY & CHARITABLE - PROVIDING QUALITY HEALTH CARE FOR EVERYONE	500,000
PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 1055 COMMONWEALTH AVENUE BOSTON,MA02215	N/A	PC	COMMUNITY & CHARITABLE - PPLM ANNUAL FUND	35,000
ST ELIZABETH EPISCOPAL CHURCH ONE MORSE ROAD SUDBURY,MA01776	N/A	PC	RELIGIOUS	90,000
THE WILY NETWORK 1920 CENTRE STREET WEST ROXBURY,MA02132	N/A	PC	COMMUNITY & CHARITABLE - FUND-A-SCHOLAR PROGRAM	150,000
UNITED WAY OF MASS BAY 9 CHANNEL CENTER STREET STE 500 BOSTON,MA02210	N/A	PC	VARIOUS COMMUNITY PROJECTS	105,000
VAIL VALLEY FOUNDATION - YOUTH POWER 365 PO BOX 6550 AVON,CO81620	N/A	PC	COMMUNITY & CHARITABLE - YOUTHPOWER 365 PROGRAM	50,000
UNITED WAY OF GENESEE COUNTY 111 E COURT STREET STE 3A FLINT,MI48502	N/A	PC	RESOURCES TO THE RESIDENTS OF FLINT TO OVERCOME WATER CRISIS	40,000
FAMILY AID BOSTON 3815 WASHINGTON STREET BOSTON,MA02130	N/A	PC	SAFE HAVEN FOR FAMILIES STRUGGLING WITH HOMELESSNESS	25,000
LOVIN'S SPOONFUL 189 WELLS AVE STE 100 NEWTON,MA02459	N/A	PC	FUND-A-TRUCK CAMPAIGN TO MINIMIZE WASTED FOOD	20,000
Total ................................. 3a				1,610,000

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	59,415
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....			14	331
8 Gain or (loss) from sales of assets other than inventory ............			18	575,596
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		635,342	0

13Total. Add line 12, columns (b), (d), and (e)..................

635,342

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

STEPHANIE H & DAVID A SPINA

FAMILY FOUNDATION

EIN:

20-2017017

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
RAPHAEL AND RAPHAEL	7,000	3,500		3,500

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

STEPHANIE H & DAVID A SPINA

FAMILY FOUNDATION

EIN:

20-2017017

Name of Bond	End of Year Book Value	End of Year Fair Market Value
AMERICAN TOWER CORPORATION 0.6% 01/15/2024 USD SR	4,991	4,990
BOEING CO 1.95% 02/01/2024 USD SR LIEN S&P BBB	5,066	5,025
BANK OF MONTREAL MTN 3.3% 02/05/2024 USD SER E SR	5,383	5,053
REALTY INCOME CORP 4.6% 02/06/2024 USD SR LIEN	10,798	10,171
BANK OF NOVA SCOTIA (THE) 3.4% 02/11/2024 USD SR LIEN	5,282	5,051
SOUTHERN CO 0.6% 02/26/2024 USD SER 21-A SR LIEN	4,970	4,971
MERCK & CO., INC. 2.9% 03/07/2024 USD SR LIEN	15,734	15,066
UNION PACIFIC CORPORATION 3.75% 03/15/2024 USD SR LIEN	5,406	5,034
GILEAD SCIENCES INC. 3.7% 04/01/2024 USD SR LIEN	10,799	10,045
SUNOCO LOGISTICS PARTNER 4.25% 04/01/2024 USD SR LIEN	5,309	5,034
ALLY FINANCIAL INC 3.875% 05/21/2024 USD SR LIEN	5,327	4,978
XILINX INC 2.95% 06/01/2024 USD SR LIEN NEXT	15,928	14,872
B.A.T. CAPITAL CORPORATION 3.222% 08/15/2024 USD	5,206	4,979
COCA-COLA CO/THE 1.75% 09/06/2024 USD SR LIEN S&P A+	5,120	4,915
EVERGY INC 2.45% 09/15/2024 USD SR LIEN	4,709	4,922
OMNICOM GROUP INC. 3.65% 11/01/2024 USD SR LIEN	5,297	4,950
ZIMMER BIOMET HOLDINGS, INC. 1.45% 11/22/2024 USD	2,788	2,897
VERIZON COMMUNICATIONS, INC. 3.376% 02/15/2025 USD	10,073	9,941
ORACLE CORPORATION 2.5% 04/01/2025 USD SR LIEN	9,746	9,731
MPLX LP 4.875% 06/01/2025 USD SER WI SR LIEN NEXT CALL	2,961	2,993
REYNOLDS AMERICAN INC 4.45% 06/12/2025 USD SR LIEN	4,813	4,954
JPMORGAN CHASE & CO. HYBRID 06/23/2025 USD SER F2F SR	4,703	4,884
UNITEDHEALTH GROUP INC 5.15% 10/15/2025 SR LIEN S&P A+	5,073	5,110
KFW 2.5% 11/20/2024 USD SR LIEN S&P AAA /MOODY'S AAA	10,513	9,820
EIB 1.625% 03/14/2025 SR LIEN S&P AAA /MOODY'S AAA	25,622	24,246
ENTERGY INC 5.4% 11/01/24	4,041	4,033
MORGAN STANLEY HYBRID MTN 01/22/25	4,767	5,003
EBAY INC 1.9% 03/11/2025	2,832	2,901
CIGNA CORPORATION 3.25% 4/15/25	1,924	1,966
BANK OF AMERICA CORP HYBRID 4/22/25	14,181	14,788
CITIGROUP INC HYBRID 5/1/25	15,260	15,755
NXP BV/NXP FDG 2.7% 5/1/2025	5,651	5,814
MORGAN STANLEY HYBRID 5/30/25 USD SR LIEN CPN	9,475	9,783
AIR LEASE CORPORATION 3.375% 7/1/2025	5,732	5,910
JPMORGAN CHASE & CO HYBRID 8/9/25	9,422	9,728
GENERAL MOTORS FINL CO 6.05% 10/10/25	9,103	9,227
GENERAL MOTORS FINL CO 1.25 1/8/2026	6,254	6,521
TRANSCANADA PIPELINES 6.203% 3/9/26	9,018	9,174
VOYA FINANCIAL INC 3.65% 6/15/26	3,768	3,876

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

STEPHANIE H & DAVID A SPINA

FAMILY FOUNDATION

EIN:

20-2017017

Name of Stock	End of Year Book Value	End of Year Fair Market Value
S&P BANK INDEX FUND (SPDR) SPDR S&P BANK ETF (KBE)	49,717	69,950
S&P 500 INDEX FUND (SPDR) SPDR S&P 500 ETF TRUST (SPY)	760,045	1,698,283
TORONTO DOMINION BANK LINKED TO S&P 500 INDEX	129,000	135,961
VANGUARD FTSE DEVELOPED MKTS CMN ETF (VEA)	114,066	133,449
ADVANCED MICRO DEVICES	2,959	5,602
ALPHABET INC. CMN CLASS A	7,139	12,851
APPLIED MATERIALS INC CMN	2,414	5,348
AUTOZONE, INC. CMN	4,606	7,757
AVANTOR FUNDING, INC. CMN	3,332	4,201
BERKSHIRE HATHAWAY INC. CLASS B	8,813	14,623
BOOKING HOLDINGS INC. CMN	2,053	3,547
BRISTOL-MYERS SQUIBB COMPANY CMN	10,216	7,594
CATERPILLAR INC (DELAWARE) CMN	794	2,070
CENTENE CORPORATION CMN	4,528	4,972
CENTERPOINT ENERGY, INC CMN	1,273	2,000
CHARLES SCHWAB CORPORATION CMN	3,199	3,509
CIGNA CORP CMN	2,782	5,091
COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A	3,572	3,852
CONOCOPHILLIPS CMN	4,167	6,036
DEERE & COMPANY CMN	996	2,408
DOVER CORPORATION CMN	1,991	2,615
DUPONT DE NEMOURS INC CMN	1,527	2,000
FIRSTENERGY CORP. CMN	3,451	3,189
FLEETCOR TECHNOLOGIES, INC. CMN	4,077	5,087
FORTIVE CORPORATION CMN	3,541	4,050
GENERAL DYNAMICS CORP. CMN	5,155	6,751
GLOBAL PAYMENTS INC. CMN	4,927	5,588
HALLIBURTON COMPANY CMN	2,651	2,892
HOWMET AEROSPACE INC. CMN	2,050	4,546
INTERCONTINENTAL EXCHANGE INC CMN	3,364	4,110
JPMORGAN CHASE & CO CMN	12,100	17,861
KEURIG DR PEPPER INC CMN	4,281	4,198
LAM RESEARCH CORPORATION CMN	1,421	3,141
LEIDOS HLDGS INC CMN	3,180	3,788
LKQ CORPORATION CMN	733	1,243
MARATHON PETROLEUM CORPORATION CMN	2,170	5,934
MASCO CORPORATION CMN	2,986	3,751
MCKESSON CORPORATION CMN	3,196	4,636
MICROCHIP TECHNOLOGY INCORPORA CMN	4,083	5,230
MICRON TECHNOLOGY, INC. CMN	3,208	5,213
MOHAWK INDUSTRIES INC COMMON STOCK	2,218	1,863
OLIN CORPORATION CMN	1,150	1,241
OTIS WORLDWIDE CORPORATION CMN	1,067	1,700
QUALCOMM INC CMN	1,626	1,880
SS&C TECHNOLOGIES HOLDINGS, IN CMN	1,433	1,711
T-MOBILE US, INC. CMN	4,905	6,093
UNITED RENTALS, INC. CMN	2,580	6,881
UNITEDHEALTH GROUP INCORPORATE CMN	4,563	7,371
US FOODS HOLDING CORP. CMN	3,852	4,813
WELLS FARGO & CO (NEW) CMN	6,163	7,383
WESTINGHOUSE AIR BRAKE TECHNOL CMN	2,686	3,807
SCHLUMBERGER LTD CMN	2,519	4,657
ALLEGION PUBLIC LIMITED COMPAN CMN	2,488	2,914
CANADIAN NATURAL RESOURCES CMN	2,271	4,758
CENOVUS ENERGY INC. CMN	4,792	5,012
CHUBB LIMITED CMN	2,503	4,087
COCA-COLA EUROPEAN PARTNERS PL CMN	2,053	3,337
CRH PLC SPON ADR ADR CMN	3,797	6,018
EATON CORP PLC CMN	1,572	4,094
ICON PUBLIC LIMITED COMPANY CMN	3,995	5,378
NXP SEMICONDUCTORS N.V. CMN	438	1,153
SANOFI SPONSORED ADR CMN	7,417	7,310
ADOBE INC CMN	32,327	62,643
ALPHABET INC. CMN CLASS A	60,138	102,812
AMAZON.COM INC CMN	68,613	110,764
AUTODESK, INC. CMN	29,462	34,818
BOSTON SCIENTIFIC CORP.	26,973	39,542
CHARLES SCHWAB CORPORATION	35,764	35,363
ENTEGRIS, INC. CMN	8,758	13,300
EPAM SYSTEMS, INC. CMN	35,710	32,410
INTUIT INC CMN	38,120	71,254
MASTERCARD INCORPORATED CMN CLASS A	25,087	37,107
MICROSOFT CORPORATION CMN	49,445	152,297
MONSTER BEVERAGE CORPORATION CMN	15,881	26,962
NEUROCRINE BIOSCIENCES, INC. CMN	24,825	34,917
NVIDIA CORPORATION CMN	54,556	101,025
O'REILLY AUTOMOTIVE, INC. CMN	8,828	8,552
VISA INC. CMN CLASS A	25,801	47,905
ACCENTURE PLC CMN CLASS A	30,740	36,846
AON PUBLIC LIMITED COMPANY CMN	2,125	2,037
ASML HOLDING N.V. ADR CMN	27,991	38,603
LINDE PLC CMN	17,964	24,232
SOCIETE GENERALE LINKE TO S&P 500 INDEX	458,000	478,335
ROYAL BANK OF CANADA LINKED TO S&P 500 INDEX	288,000	300,413
ROYAL BANK OF CANADA LINKED TO BASKET OF INDICES	118,000	125,186
CANADIAN IMPERIAL BANK OF COMM LINKED TO S&P GSCI	147,000	145,374
ABBOTT LABORATORIES CMN	5,272	6,054
AMERICAN EXPRESS CO CMN	4,186	4,871
AMGEN INC CMN	4,173	4,896
ARES MANAGEMENT CORP CMN	1,308	1,903
ARTHUR J GALLAGHER & CO CMN	2,468	2,923
BOIENG COMP CMN	4,209	5,735
BORGWARNER INC CMN	1,386	1,255
BUILDERS FIRSTSOURCE INC CMN	1,502	1,502
CENCORA INC COM	3,475	5,751
DELL TECHNOLOGIES INC CMN	3,004	5,202
DISCOVER FINANCIAL SERVICES CMN	6,658	7,531
HUNGTINGTON BANCSHARES INCORPOR CMN	2,094	2,060
JACOBS ENGINEERING GROUP INC CMN	3,418	3,375
KENVUE INC CMN	3,845	3,919
MGM RESORTS INTERNATIONAL CMN	3,351	3,440
MORGAN STANLEY CMN	8,657	9,418
OMNICOM GROUP CMN	4,208	4,012
ORACLE CORPORATION CMN	6,041	5,904
PEABODY ENERGY CORPORATION CMN	2,077	1,947
PHILIP MORRIS INTL INC CMN	7,695	7,726
PHILLIPS 66 CMN	4,096	4,260
RTX CORP CMN	4,270	4,291
TAKE TWO INTERACTIVE SOFTWARE INC	1,407	1,611
ULTA BEAUTY INC CMN	2,177	2,450
WALMART INC CMN	6,354	6,962
WARNER BROS DISCOVERY INC CMN	2,906	2,607
WESCO INTERNATIONAL INC CMN	3,304	3,999
WHIRLPOOL CORP CMN	1,215	1,096
WILLSCOT MOBILE MINI HOLDINGS CMN	1,978	2,092
BP PLC SPONSORED ADR CMN	4,497	3,965
NICE SYSTEMS LTD 1 ADR REPRESENTS 1 ORD SH	1,512	1,796
TECK RESOURCES LIMITED CMN CLASS B	2,720	2,832
ARISTA NETWORKS INC CMN	37,536	57,935
AUTOMATIC DATA PROCESSING INC CMN	31,385	33,281
CHIPOTLE MEXICAN GRILL INC CMN	26,948	32,017
FISERV INC CMN	30,728	36,664
FORTINET INC CMN	15,791	15,745
PAYCOM SOFTWARE INC CMN	10,838	7,649
THERMO FISHER SCIENTIFIC INC CMN	23,174	22,839

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

STEPHANIE H & DAVID A SPINA

FAMILY FOUNDATION

EIN:

20-2017017

US Government Securities - End of Year Book Value:

224,815

US Government Securities - End of Year Fair Market Value:

231,802

State & Local Government Securities - End of Year Book Value:

State & Local Government Securities - End of Year Fair Market Value:

- TIN:

TY 2023 OtherExpensesSchedule

Name:

STEPHANIE H & DAVID A SPINA

FAMILY FOUNDATION

EIN:

20-2017017

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
PORTFOLIO DEDUCTIONS	7,776	7,776		0
BANK FEES	36	36		0

- TIN:

TY 2023 OtherIncomeSchedule2

Name:

STEPHANIE H & DAVID A SPINA

FAMILY FOUNDATION

EIN:

20-2017017

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER INVESTMENT INCOME	331	331	331

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

STEPHANIE H & DAVID A SPINA

FAMILY FOUNDATION

EIN:

20-2017017

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
GOLDMAN SACHS	59,654	59,654		0

- TIN:

TY 2023 TaxesSchedule

Name:

STEPHANIE H & DAVID A SPINA

FAMILY FOUNDATION

EIN:

20-2017017

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
FOREIGN TAX PAID	152	152	0
MA FILLING FEES	35	0	35
FEDERAL TAXES	5,963	0	0