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
TBL CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)15 CHARLESDEN PARK
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWTONVILLE, MA02460
A Employer identification number

20-3982689
B Telephone number (see instructions)

(617) 765-2100
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$45,636,341J 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) 13,107,658
2 Check right arrow.............
3 Interest on savings and temporary cash investments 451,131 451,131  
4 Dividends and interest from securities... 390,367 390,367  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,334
b Gross sales price for all assets on line 6a 4,716,161
7 Capital gain net income (from Part IV, line 2)... 3,334
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 13,952,490 844,832 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
33,578 16,789 0 16,789
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,100 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,311 14,186 0 125
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 48,989 30,975 0 16,914
25 Contributions, gifts, grants paid....... 911,000 911,000
26 Total expenses and disbursements. Add lines 24 and 25 959,989 30,975 0 927,914
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 12,992,501
b Net investment income (if negative, enter -0-) 813,857
c Adjusted net income (if negative, enter -0-)... 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............. 6,613,255 5,284,632 5,284,632
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,112,614 Click to see attachment
List of Attached Documents:
// Content
7,324,432 		20,072,866
c Investments—corporate bonds (attach schedule)....... 7,013,186 Click to see attachment
List of Attached Documents:
// Content
20,122,492 		20,278,843
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)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,739,055 32,731,556 45,636,341
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
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........ 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 19,739,055 32,731,556
29 Total net assets or fund balances (see instructions)..... 19,739,055 32,731,556
30 Total liabilities and net assets/fund balances (see instructions). 19,739,055 32,731,556
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
19,739,055
2
Enter amount from Part I, line 27a .....................
2
12,992,501
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
32,731,556
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
32,731,556
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 50,000 SHARES OF UNION PAC CORP NOTE P 2017-06-22 2023-01-17
b 586,000 SHARES OF U.S. TREASURY BILL DUE 06/15/2023 P 2023-01-01 2023-05-01
c 97,000 SHARES OF 3M COMPANY MTN 3.375% P 2023-02-02 2023-04-14
d 54,000 SHARES OF AIR LEASE CORP 3.375% P 2023-02-02 2023-04-14
e 46,000 SHARES OF BANK OF AMERICA CORPORATION HYBRID P 2023-02-02 2023-04-14
51,000 SHARES OF BANK OF AMERICA CORPORATION HYBRID D 2022-08-12 2023-04-14
103,000 SHARES OF BANK OF MONTREAL HYBRID MTN 01/22/2027 P 2023-02-02 2023-04-14
74,000 SHARES OF BB&T CORPORATION MTN 3.875% P 2023-02-02 2023-04-14
71,000 SHARES OF CAPITAL ONE FINANCIAL CO HYBRID P 2023-02-02 2023-04-14
137,000 SHARES OF CELANESE US HOLDINGS LLC 6.05% D 2022-08-12 2023-04-14
35,000 SHARES OF CIGNA CORPORATION 4.125% D 2022-11-23 2023-04-14
55,000 SHARES OF DELL INTERNATIONAL L.L.C. 5.25% P 2023-02-02 2023-04-14
41,000 SHARES OF FOX CORPORATION 4.709% P 2023-02-02 2023-04-14
10,000 SHARES OF GENERAL MOTORS FINANCIAL COMPA 3.8% D 2022-08-12 2023-04-14
76,000 SHARES OF INTERCONTINENTAL EXCHANGE, INC 3.65% D 2022-08-12 2023-04-14
39,000 SHARES OF MARSH & MCLENNAN COS INC 3.5% D 2022-08-12 2023-04-14
76,000 SHARES OF MOODY'S CORPORATION 3.75% D 2022-08-12 2023-04-14
34,000 SHARES OF MPLX LP 4.875% D 2022-08-12 2023-04-14
103,000 SHARES OF NEXTERA ENERGY CAPITAL HOLDING 4.255% D 2022-08-12 2023-04-14
53,000 SHARES OF ORACLE CORPORATION 2.5% D 2022-08-12 2023-04-14
29,000 SHARES OF PHILIP MORRIS INTL INC 5.125% P 2023-02-02 2023-04-14
65,000 SHARES OF REALTY INCOME CORPORATION 3.0% P 2023-02-02 2023-04-14
68,000 SHARES OF REYNOLDS AMERICAN INC 4.45% D 2022-08-12 2023-04-14
30,000 SHARES OF SABINE PASS LIQUEFACTION, LLC 5.0% P 2023-02-02 2023-04-14
46,000 SHARES OF SHERWIN-WILLIAMS COMPANY (THE) 4.25% D 2022-08-12 2023-04-14
56,000 SHARES OF SIMON PROPERTY GROUP LP 3.375% P 2023-02-02 2023-04-14
76,000 SHARES OF SPECTRA ENERGY PARTNERS, L.P. 3.5% D 2022-08-12 2023-04-14
41,000 SHARES OF TOYOTA MOTOR CREDIT CORP MTN 3.95% D 2022-08-12 2023-04-14
74,000 SHARES OF U.S. BANCORP MTN 3.0% P 2023-02-02 2023-04-14
94,000 SHARES OF VF CORP 2.4% D 2022-08-12 2023-04-14
36,000 SHARES OF VIRGINIA ELEC & POWER CO 3.8% P 2023-02-02 2023-04-14
68,000 SHARES OF VODAFONE GROUP PUBLIC LIMITED 4.125% D 2022-08-12 2023-04-14
118,000 SHARES OF WPP FINANCE 2010 3.75% D 2022-08-12 2023-04-14
79,000 SHARES OF U.S. TREASURY NOTE 0.250000% P 2023-05-11 2023-06-09
375,000 SHARES OF U.S. TREASURY NOTE 0.125000% P 2023-05-01 2023-12-22
79,000 SHARES OF CITIGROUP INC. HYBRID D 2022-08-12 2023-04-14
103,000 SHARES OF JPMORGAN CHASE & CO. HYBRID D 2022-08-12 2023-04-14
103,000 SHARES OF MORGAN STANLEY HYBRID D 2022-08-12 2023-04-14
102,000 SHARES OF WELLS FARGO & COMPANY HYBRID D 2022-08-12 2023-04-14
378,000 SHARES OF U.S. TREASURY NOTE 0.125000% P 2023-05-11 2023-06-09
50,000 SHARES OF U.S. TREASURY NOTE 0.875000% P 2023-05-11 2023-12-22
128,000 SHARES OF U.S. TREASURY BILL DUE 06/15/2023 P 2023-01-01 2023-02-02
24,000 SHARES OF GENERAL MOTORS FINANCIAL COMPA 3.8% D 2022-08-12 2023-02-02
65,000 SHARES OF INTERCONTINENTAL EXCHANGE, INC 3.65% D 2022-08-12 2023-02-02
71,000 SHARES OF MOODY'S CORPORATION 3.75% D 2022-08-12 2023-02-02
35,000 SHARES OF NEXTERA ENERGY CAPITAL HOLDING 4.255% D 2022-08-12 2023-02-02
59,000 SHARES OF ORACLE CORPORATION 2.5% D 2022-08-12 2023-02-02
72,000 SHARES OF REYNOLDS AMERICAN INC 4.45% D 2022-08-12 2023-02-02
57,000 SHARES OF SPECTRA ENERGY PARTNERS, L.P. 3.5% D 2022-08-12 2023-02-02
24,000 SHARES OF VODAFONE GROUP PUBLIC LIMITED 4.125% D 2022-08-12 2023-02-02
31,000 SHARES OF U.S. TREASURY NOTE 0.125000% D 2022-08-12 2023-01-26
69,000 SHARES OF CITIGROUP INC. HYBRID 05/01/2025 D 2022-08-12 2023-02-02
230,000 SHARES OF HSBC HOLDINGS PLC HYBRID 05/24/2025 D 2022-08-12 2023-02-02
45,000 SHARES OF JPMORGAN CHASE & CO. HYBRID 06/23/2025 D 2022-08-12 2023-02-02
46,000 SHARES OF MORGAN STANLEY HYBRID 05/30/2025 D 2022-08-12 2023-02-02
46,000 SHARES OF WELLS FARGO & COMPANY HYBRID D 2022-08-12 2023-02-02
(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 50,000   50,000 0
b 582,606   570,850 11,756
c 92,507   91,846 661
d 52,035   51,037 998
e 41,546   41,851 -305
49,988   50,323 -335
92,145   92,530 -385
67,205   71,045 -3,840
69,398   72,025 -2,627
138,125   138,100 25
34,575   34,359 216
55,619   55,857 -238
40,450   40,844 -394
9,729   9,808 -79
74,769   75,874 -1,105
38,266   38,645 -379
74,665   75,835 -1,170
33,883   34,341 -458
102,198   103,484 -1,286
50,765   50,922 -157
29,668   29,823 -155
60,893   61,632 -739
66,900   67,877 -977
29,983   30,186 -203
45,590   46,171 -581
52,870   53,727 -857
73,829   74,777 -948
40,621   41,277 -656
65,284   68,266 -2,982
88,860   90,674 -1,814
35,066   35,157 -91
67,318   68,227 -909
115,113   116,544 -1,431
75,513   75,646 -133
374,061   363,165 10,896
75,116   74,758 358
97,624   96,878 746
97,361   96,655 706
96,859   96,280 579
366,688   366,071 617
49,785   48,596 1,189
125,942   124,691 1,251
23,411   23,540 -129
64,232   64,892 -660
69,704   70,846 -1,142
34,780   35,187 -407
56,348   56,687 -339
70,928   71,870 -942
55,482   56,083 -601
23,699   24,087 -388
30,225   30,065 160
65,529   65,295 234
210,853   208,706 2,147
42,532   42,325 207
43,349   43,166 183
43,671   43,424 247
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       0
b       11,756
c       661
d       998
e       -305
      -335
      -385
      -3,840
      -2,627
      25
      216
      -238
      -394
      -79
      -1,105
      -379
      -1,170
      -458
      -1,286
      -157
      -155
      -739
      -977
      -203
      -581
      -857
      -948
      -656
      -2,982
      -1,814
      -91
      -909
      -1,431
      -133
      10,896
      358
      746
      706
      579
      617
      1,189
      1,251
      -129
      -660
      -1,142
      -407
      -339
      -942
      -601
      -388
      160
      234
      2,147
      207
      183
      247
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 3,334
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 3,334
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 11,313
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 11,313
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 11,313
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,112
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 4,112
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 7,201
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowF THOMSON LEIGHTON Telephone no.right arrow (617) 765-2100

Located atright arrow15 CHARLESDEN PARKNEWTONVILLEMA ZIP+4right arrow02460
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
F THOMSON LEIGHTON TRUSTEE
1.00 		0 0 0
15 CHARLESDEN PARK
NEWTONVILLE,MA02460
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
36,378,384
b
Average of monthly cash balances.......................
1b
3,101,030
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
39,479,414
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
39,479,414
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
592,191
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
38,887,223
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,944,361
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
1,944,361
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
11,313
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,313
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,933,048
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,933,048
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
1,933,048
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
927,914
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
927,914
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 1,933,048
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...... 794,630
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 794,630
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 927,914
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..... 927,914
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 794,630 794,630
(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 .......... 		210,504
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).)
F THOMSON LEIGHTON
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
F THOMSON LEIGHTON
15 CHARLESDEN PARK
NEWTONVILLE,MA02460
(617) 765-2100
bThe form in which applications should be submitted and information and materials they should include:
NONE
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

SWIM ACROSS AMERICA

ONE INTERNATIONAL PLACE SUITE 4600
BOSTON,MA02110 		NO RELATIONSHIP PC DEDICATED TO RAISING MONEY AND AWARENESS FOR CANCER RESEARCH, PREVENTION AND TREATMENT THROUGH SWIMMING-RELATED EVENTS. WITH THE HELP OF HUNDREDS OF VOLUNTEERS NATIONWIDE AND PAST AND CURRENT OLYMPIANS, SAA IS HELPING TO FIND A CURE FOR CANCER THROUGH ATHLETICISM, COMMUNITY OUTREACH AND DIRECT SERVICE. 5,000

CENTER FOR EXCELLENCE IN EDUCATION

8201 GREENSBORO DRIVE SUITE 215
MCLEAN,VA22102 		NO RELATIONSHIP PC THE CENTER SEEKS HIGH ACHIEVING HIGH SCHOOL AND UNIVERSITY STUDENTS FROM DIVERSE ECONOMIC AND CULTURAL BACKGROUNDS TO FURTHER DEVELOP THEIR MATHEMATICAL AND SCIENTIFIC SKILLS. 25,000

SOCIETY FOR SCIENCE AND THE PUBLIC

1718 N STREET NW
WASHINGTON,DC20036 		NO RELATIONSHIP PC TO PROMOTE THE UNDERSTANDING AND APPRECIATION OF SCIENCE AND TEH VITAL ROLE IT PLAYS IN HUMAN ADVANCEMENT: TO INFORM, EDUCATE, AND INSPIRE THE WORLD IN THE 21ST CENTURY. 400,000

MIT RSO

77 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02139 		NO RELATIONSHIP PC THE MIT COMMUNITY IS DRIVEN BY A SHARED PURPOSE: TO MAKE A BETTER WORLD THROUGH EDUCATION, RESEARCH, AND INNOVATION. 100,000

AMERICAN MATHEMATICAL SOCIETY

201 CHARLES STREET
PROVIDENCE,RI02904 		NO RELATIONSHIP PC FURTHER THE INTERESTS OF MATHEMATICAL SCHOLARSHIP AND RESEARCH. PROMOTE MATHEMATICAL RESEARCH AND ITS USES, ENCOURAGE AND PROMOTE THE TRANSMISSION OF MATHEMATICAL UNDERSTANDINGS AND SKILLS TO ENSURE THE CONTINUED VITALITY OF THE PROFESSION, SUPPORT MATHEMATICAL EDUCATION AT ALL LEVELS, ADVANCE THE STATUS OF THE PROFESSION OF MATHEMATICS, ENCOURAGING AND FACILITATING FULL PARTICIPATION OF ALL INDIVIDUALS, AND FOSTER AN AWARENESS AND APPRECIATION OF MATHEMATICS AND ITS CONNECTIONS TO OTHER DISCIPLINES AND EVERYDAY LIFE. 50,000

PRINCETON UNIVERSITY

330 ALEXANDER STREET 4TH FLOOR
PRINCETON,NJ08540 		NO RELATIONSHIP PC GENERAL PURPOSE 50,000

THE DECIBELS FOUNDATION

9 CORNERSTONE SQUARE
WESTFORD,MA01886 		NONE PC GENERAL PURPOSE 5,000

AMERICAN ACADEMY OF ARTS AND SCIENCES

136 IRVING ST
CAMBRIDGE,MA02138 		NONE PC GENERAL PURPOSE 1,000

MUSEUM OF SCIENCE

1 SCIENCE PARK
BOSTON,MA02114 		NONE PC GENERAL PURPOSE 10,000

EMERGENCY ASSISTANCE FOUNDATION INC

700 S DIXIE HIGHWAY SUITE 107
WEST PLAM BEACH,FL33401 		NONE PC GENERAL PURPOSE 5,000

BENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY

41 BERKELEY STREET
BOSTON,MA02116 		NONE PC GENERAL PURPOSE 10,000

PRINCETON PROSPECT FOUNDATION

PO BOX 15
PRINCETON,NJ08542 		NONE PC GENERAL PURPOSE 250,000
Total .................................right arrow 3a 911,000
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 ........... 		    14 451,131  
4 Dividends and interest from securities ....     14 390,367  
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 ............ 		    18 3,334  
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) .. 0 844,832 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
844,832
(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
TBL CHARITABLE FOUNDATION
 
Employer identification number

20-3982689
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
TBL CHARITABLE FOUNDATION
  		Employer identification number
20-3982689
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
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 140,052


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 683,966


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 695,541


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 683,379


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 30,065


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 139,700


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
TBL CHARITABLE FOUNDATION
  		Employer identification number
20-3982689
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
7
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 51,037


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 50,323


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 138,467


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 34,359


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 33,348


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 208,706


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
TBL CHARITABLE FOUNDATION
  		Employer identification number
20-3982689
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
13
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 140,766


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 139,203


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 38,645


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 146,681


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 139,822


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 34,441


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
TBL CHARITABLE FOUNDATION
  		Employer identification number
20-3982689
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
19
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 138,958


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 107,610


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 139,747


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
22
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 46,218


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
23
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 130,860


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
24
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 41,357


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
TBL CHARITABLE FOUNDATION
  		Employer identification number
20-3982689
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
25
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 90,674


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
26
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 92,400


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
27
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 116,544


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
28
CATALINA CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 8,470,001


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
29
HORSESHOE CHARITABLE TRUST
TWO INTERNATIONAL PLACE
 
BOSTON, MA02110

$ 204,788


(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
TBL CHARITABLE FOUNDATION
  		Employer identification number

20-3982689
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 148,000 SHARES OF CITIGROUP INC. NOTE $ 140,052 2023-01-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 693,000 SHARES OF US TREASURY BILL $ 683,966 2023-01-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 714,000 SHARES OF US TREASURY BILL $ 695,541 2023-01-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 692,000 SHARES OF US TREASURY BILL $ 683,379 2023-01-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 31,000 SHARES OF US TREASURY NOTE $ 30,065 2023-01-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 148,000 SHARES OF WELLS FARGO & COMPANY NOTE $ 139,700 2023-01-05
Schedule B (Form 990) (2023)
Name of organization
TBL CHARITABLE FOUNDATION
  		Employer identification number

20-3982689
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
7
 54,000 SHARES OF AIR LEASE CORP NOTE $ 51,037 2023-01-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
8
 51,000 SHARES OF BANK OF AMERICA CORPORATION NOTE $ 50,323 2023-01-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
9
 137,000 SHARES OF CELANESE US HOLDINGS NOTE $ 138,467 2023-01-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
10
 35,000 SHARES OF CIGNA CORPORATION NOTE $ 34,359 2023-01-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
11
 34,000 SHARES OF GENERAL MOTORS FINANCIAL COMPA NOTE $ 33,348 2023-01-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
12
 223,000 SHARES OF HSBC HOLDINGS PLC NOTE $ 208,706 2023-01-05
Schedule B (Form 990) (2023)
Name of organization
TBL CHARITABLE FOUNDATION
  		Employer identification number

20-3982689
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
13
 141,000 SHARES OF INTERCONTINENTAL EXCHANGE, INC. NOTE $ 140,766 2023-01-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
14
 39,000 SHARES OF JP MORGAN CHASE & CO. NOTE $ 139,203 2023-01-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
15
 39,000 SHARES OF MARSH & MCLENNAN COS INC NOTE $ 38,645 2023-01-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
16
 MOODY'S CORPORATION NOTE $ 146,681 2023-01-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
17
 149,000 SHARES OF MORGAN STANLEY NOTE $ 139,822 2023-01-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
18
 34,000 SHARES OF MPLX LP NOTE $ 34,441 2023-01-05
Schedule B (Form 990) (2023)
Name of organization
TBL CHARITABLE FOUNDATION
  		Employer identification number

20-3982689
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
19
 138,000 SHARES OF NEXTERA ENERGY CAPITAL HOLDING NOTE $ 138,958 2023-01-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
20
 112,000 SHARES OF ORACLE CORPORATION NOTE $ 107,610 2023-01-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
21
 140,000 SHARES OF REYNOLDS AMERICAN INC NOTE $ 139,747 2023-01-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
22
 46,000 SHARES OF SHERWIN-WILLIAMS COMPANY NOTE $ 46,218 2023-01-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
23
 130,000 SHARES OF SPECTRA ENERGY PARTNERS NOTE $ 130,860 2023-01-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
24
 41,000 SHARES OF TOYOTA MOTOR CREDIT CORP NOTE $ 41,357 2023-01-05
Schedule B (Form 990) (2023)
Name of organization
TBL CHARITABLE FOUNDATION
  		Employer identification number

20-3982689
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
25
 94,000 SHARES OF VF CORP NOTE $ 90,674 2023-01-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
26
 92,000 SHARES OF VODAFONE GROUP PUBLIC LIMITED NOTE $ 92,400 2023-01-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
27
 118,000 SHARES OF WPP FINANCE 2010 NOTE $ 116,544 2023-01-05
(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
TBL CHARITABLE FOUNDATION
  		Employer identification number

20-3982689
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:
TBL CHARITABLE FOUNDATION
EIN:
20-3982689
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREP FEE 33,578 16,789 0 16,789

TY 2023 InvestmentsCorpBondsSchedule
Name:
TBL CHARITABLE FOUNDATION
EIN:
20-3982689
Name of Bond End of Year Book Value End of Year Fair Market Value
MORGAN STANLEY SER F MTN 493,818 467,500
UNITED STATES TREAS SER AZ-202 6,472,578 6,451,510
FIMM TREASURY ONLY PORTFOLIO 953,833 953,833
U.S. TREASURY NOTE 2.125000% 12,202,263 12,406,000

TY 2023 InvestmentsCorpStockSchedule
Name:
TBL CHARITABLE FOUNDATION
EIN:
20-3982689
Name of Stock End of Year Book Value End of Year Fair Market Value
FIDELITY CONSERVATIV INCOME BOND 3,254,529 3,264,511
FIDELITY SHORT TERM TREASURY BOND 2,557,774 2,499,972
GOLDMAN SACHS SHORT DURATION GOVT 511,533 474,764
AKAMAI TECHNOLOGIES COM USD 596 12,824,169
JPMORGAN CHASE & CO. STRUCTURED NOTE DUE 500,000 517,250
BNP PARIBAS STRUCTURED NOTE DUE 12/09/2026 500,000 492,200

TY 2023 OtherExpensesSchedule
Name:
TBL CHARITABLE FOUNDATION
EIN:
20-3982689
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2022 MA FORM PC FILING FEE 125 0 0 125
INVESTMENT MANAGEMENT FEE 14,186 14,186 0 0


TY 2023 TaxesSchedule
Name:
TBL CHARITABLE FOUNDATION
EIN:
20-3982689
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAID 1,100 0 0 0