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
MUSSAFER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)29 COMMONWEALTH AVENUE UNIT PH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02116
A Employer identification number

38-7216877
B Telephone number (see instructions)

(617) 742-6720
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$65,671,130J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 80,878 80,878  
4 Dividends and interest from securities... 1,047,368 1,047,368  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,876,224
b Gross sales price for all assets on line 6a 14,086,835
7 Capital gain net income (from Part IV, line 2)... 1,876,224
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
21,398 21,398  
12 Total. Add lines 1 through 11........ 3,025,868 3,025,868  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
27,456 27,456   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,667 5,667   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
473,908 473,908   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 507,031 507,031   0
25 Contributions, gifts, grants paid....... 2,446,739 2,446,739
26 Total expenses and disbursements. Add lines 24 and 25 2,953,770 507,031   2,446,739
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 72,098
b Net investment income (if negative, enter -0-) 2,518,837
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,937,660 685,502 685,502
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.......... 87,959 75,877 75,877
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 48,805,214 Click to see attachment
List of Attached Documents:
// Content
48,660,691 		58,859,517
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,312,198 Click to see attachment
List of Attached Documents:
// Content
6,050,234 		6,050,234
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
224 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 56,143,255 55,472,304 65,671,130
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) Click to see attachment
List of Attached Documents:
// Content
34,406 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 34,406 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 56,108,849 55,472,304
29 Total net assets or fund balances (see instructions)..... 56,108,849 55,472,304
30 Total liabilities and net assets/fund balances (see instructions). 56,143,255 55,472,304
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
56,108,849
2
Enter amount from Part I, line 27a .....................
2
72,098
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
56,180,947
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
708,643
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
55,472,304
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 PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c PUBLICLY TRADED SECURITIES P    
d PUBLICLY TRADED SECURITIES P    
e PUBLICLY TRADED SECURITIES P    
PUBLICLY TRADED SECURITIES P    
PUBLICLY TRADED SECURITIES P    
PUBLICLY TRADED SECURITIES P    
PUBLICLY TRADED SECURITIES P    
ADVENT PARTNERS AGT-C P 2020-01-01 2023-12-31
ADVENT PARTNERS GPE IX-B CAYMAN P 2020-01-01 2023-12-31
ADVENT PARTNERS AGT II P 2023-01-01 2023-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 89,659   70,761 18,898
b 498,028   811,637 -313,609
c 270,922   263,453 7,469
d 73,157   91,982 -18,825
e 626,781   839,906 -213,125
3,299,848   1,308,618 1,991,230
5,604,347   6,055,143 -450,796
3,288,464   2,401,116 887,348
331,340   367,995 -36,655
20     20
3,085     3,085
1,184     1,184
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       18,898
b       -313,609
c       7,469
d       -18,825
e       -213,125
      1,991,230
      -450,796
      887,348
      -36,655
      20
      3,085
      1,184
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,876,224
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 35,012
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 35,012
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 35,012
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 75,877
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 75,877
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 40,865
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow40,865 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowDAVID M MUSSAFER Telephone no.right arrow (617) 951-9469

Located atright arrow29 COMMONWEALTH AVENUE UNIT PHBOSTONMA ZIP+4right arrow02116
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DAVID M MUSSAFER TRUSTEE
4.00 		0 0 0
29 COMMONWEALTH AVENUE UNIT PH
BOSTON,MA02116
MARION M MUSSAFER TRUSTEE
4.00 		0 0 0
29 COMMONWEALTH AVENUE UNIT PH
BOSTON,MA02116
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
59,513,609
b
Average of monthly cash balances.......................
1b
581,624
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
60,095,233
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
60,095,233
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
901,428
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
59,193,805
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,959,690
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
2,959,690
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
35,012
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
35,012
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,924,678
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,924,678
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
2,924,678
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
2,446,739
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
2,446,739
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 2,924,678
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 2,407,792
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,446,739
a Applied to 2022, but not more than line 2a 2,407,792
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..... 38,947
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		2,885,731
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).)
DAVID M MUSSAFER
MARION M MUSSAFER
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

TULANE UNIVERSITY

6823 ST CHARLES AVE
NEW ORLEANS,LA70118 		NONE PUBLIC CHARITY OPERATIONS 1,010,000

BOYS AND GIRLS CLUBS OF BOSTON

200 HIGH STREET 3RD FL
BOSTON,MA02110 		NONE PUBLIC CHARITY OPERATIONS 25,000

RIPPLES OF HOPE

PO BOX 1263
DEDHAM,MA02027 		NONE PUBLIC CHARITY OPERATIONS 12,000

THE BOSTON FOUNDATION

75 ARLINGTON ST 300
BOSTON,MA02116 		NONE PUBLIC CHARITY OPERATIONS 400,000

CITY YEAR INC

287 COLUMBUS AVE
BOSTON,MA02116 		NONE PUBLIC CHARITY OPERATIONS 500,000

FTW COLLECTIVE GROUP

PO BOX 55291
METAIRIE,LA70055 		NONE PUBLIC CHARITY OPERATIONS 25,000

COREY C GRIFFIN FOUNDATION

205 NEWBURY STREET SUITE 410
FRAMINGHAM,MA01701 		NONE PUBLIC CHARITY OPERATIONS 30,000

THE CORNELL LAB OF ORNITHOLOGY

159 SAPSUCKER WOODS RD
ITHACA,NY14850 		NONE PUBLIC CHARITY OPERATIONS 1,000

JACKSON HOLE LAND TRUST

690 S HWY 89 SUITE 101
JACKSON,WY83001 		NONE PUBLIC CHARITY OPERATIONS 25,000

MA WONDERFUND INC

600 WASHINGTON STREET FLR 6
BOSTON,MA02111 		NONE PUBLIC CHARITY OPERATIONS 150,000

MORE THAN WORDS

56 FELTON ST
WALTHAM,MA02453 		NONE PUBLIC CHARITY OPERATIONS 2,500

YOUTH INC

240 W 40TH ST 2FL
NEW YORK,NY10018 		NONE PUBLIC CHARITY OPERATIONS 25,000

REACH OUT AND READ INC

89 SOUTH STREET SUITE 201
BOSTON,MA02111 		NONE PUBLIC CHARITY OPERATIONS 5,000

PLANNED PARENTHOOD OF MA

1290 AVENUE OF THE AMERICAS 13TH
FLOOR
NEW YORK,NY10104 		NONE PUBLIC CHARITY OPERATIONS 2,500

PROJECT 351

50 MILK STREET FLOOR 16
BOSTON,MA02109 		NONE PUBLIC CHARITY OPERATIONS 10,000

SHARE OUR STRENGTH

1030 15TH ST NW SUITE 1100W
WASHINGTON,DC20005 		NONE PUBLIC CHARITY OPERATIONS 10,000

YEAR UP

45 MILK STREET 9TH FL
BOSTON,MA02109 		NONE PUBLIC CHARITY OPERATIONS 100,000

HOME FOR LITTLE WANDERERS

10 GUEST STREET
BOSTON,MA02135 		NONE PUBLIC CHARITY OPERATIONS 2,000

MANE

3699 WALLAHATCHIE ROAD
PIKE ROAD,AL36064 		NONE PUBLIC CHARITY OPERATIONS 10,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE STREET
MONTGOMERY,AL36104 		NONE PUBLIC CHARITY OPERATIONS 2,500

SEARS HOUSE ASSOCIATION

42 BEACON STREET
BOSTON,MA02108 		NONE PUBLIC CHARITY OPERATIONS 5,000

RON BURTON TRAINING VILLAGE

PO BOX 2
HUBBARDSTON,MA01452 		NONE PUBLIC CHARITY OPERATIONS 4,000

THE MEADOWBROOK SCHOOL

10 FARM ROAD
WESTON,MA02493 		NONE PUBLIC CHARITY OPERATIONS 4,000

UNITED NATIONS FOUNDATION (UN CRISIS RELIEF)

1750 PENNSYLVANIA AVENUE NW STE 300
WASHINGTON,DC20006 		NONE PUBLIC CHARITY OPERATIONS 2,612

DOUG COOMBS FOUNDATION

PO BOX 7665
JACKSON,WY83002 		NONE PUBLIC CHARITY OPERATIONS 2,505

CHILD MIND INSTITUTE

445 PARK AVENUE 3RD FLOOR
NEW YORK,NY10022 		NONE PUBLIC CHARITY OPERATIONS 2,500

MUSEUM OF FINE ARTS

465 HUNTINGTON AVE
BOSTON,MA02115 		NONE PUBLIC CHARITY OPERATIONS 12,000

COOL EARTH ACTION USA

PO BOX 135
CHESTER,NJ07930 		NONE PUBLIC CHARITY OPERATIONS 2,500

DANA FARBER CANCER INSTITUTE

PO BOX 849168
BOSTON,MA02284 		NONE PUBLIC CHARITY OPERATIONS 2,000

826 BOSTON

3035 WASHINGTON STREET
ROXBURY,MA02119 		NONE PUBLIC CHARITY OPERATIONS 1,042

SANDY HOOK PROMISE FOUNDATION

PO BOX 3489
NEWTOWN,CT06470 		NONE PUBLIC CHARITY OPERATIONS 2,500

GATES PHILANTHROPY PARTNERS

PO BOX 60555
CITY OF INDUSTRY,CA91716 		NONE PUBLIC CHARITY OPERATIONS 2,500

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		NONE PUBLIC CHARITY OPERATIONS 2,500

UNITED WAY OF MASSACHUSETTS BAY

PO BOX 412866
BOSTON,MA02241 		NONE PUBLIC CHARITY OPERATIONS 25,000

UNITE THE WORLD WITH AFRICA FOUNDATION

74 LEIGHTON RD
WELLESLEY,MA02482 		NONE PUBLIC CHARITY OPERATIONS 20,000

ASPCA

520 8TH AVE 7TH FLOOR
NEW YORK,NY10018 		NONE PUBLIC CHARITY OPERATIONS 2,000

GIRLS ON THE RUN GREATER BOSTON

89 SOUTH STREET STE LLOO
BOSTON,MA02111 		NONE PUBLIC CHARITY OPERATIONS 2,000

CALLISTO

584 CASTRO STREET 2006
SAN FRANCISCO,CA94114 		NONE PUBLIC CHARITY OPERATIONS 1,000

SUMMITS EDUCATION

800 BOYLSTON ST SUITE 300
BOSTON,MA02199 		NONE PUBLIC CHARITY OPERATIONS 1,000

YEAMANS HALL CLUB FOUNDATION

PO BOX 9455
CHARLESTON,SC29410 		NONE PUBLIC CHARITY OPERATIONS 1,000

LITTLE COMPTON COMMUNITY CENTER

34 COMMONS ST
LITTLE COMPTON,RI02837 		NONE PUBLIC CHARITY OPERATIONS 535

EVERY MOTHER COUNTS

333 HUDSON STREET SUITE 1006
NEW YORK,NY10013 		NONE PUBLIC CHARITY OPERATIONS 530

MARTHA'S VINYARD CEREBRAL PALSY CAMP

200 GREENWOOD AVE
VINYARD HAVEN,MA02568 		NONE PUBLIC CHARITY OPERATIONS 515
Total .................................right arrow 3a 2,446,739
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 80,878  
4 Dividends and interest from securities ....     14 1,047,368  
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 21,398  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 1,876,224  
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 3,025,868 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,025,868
(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

TY 2023 AccountingFeesSchedule
Name:
MUSSAFER FAMILY FOUNDATION
EIN:
38-7216877
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL & ACCOUNTING 27,456 27,456   0

TY 2023 InvestmentsCorpStockSchedule
Name:
MUSSAFER FAMILY FOUNDATION
EIN:
38-7216877
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 477,141 416,945
ACCENTURE PLC IRELAND CL A 240,427 210,546
ADOBE INC 315,829 334,096
ADVANCED MICRO DEVICES INC 128,979 193,844
AIRBNB INC CL A 249,986 203,393
ALIGN TECHNOLOGY 110,447 46,854
ALPHABET INC 867,140 857,329
AMAZON.COM 1,587,183 1,697,474
AMERICAN TOWER CORP 463,286 384,051
AMPHENOL CORP 168,695 249,609
APPLE INC 1,027,185 1,198,692
APPLIED MATERIALS INC 969,654 1,272,087
APTIV PLC 272,062 171,814
AUTODESK INC 189,933 166,297
AUTOMATIC DATA PROCESSING INC 202,535 235,766
BANK OF AMERICA CORP 365,597 291,246
BLACKROCK INC 380,021 349,074
BLACKSTONE INC 298,680 333,846
BRISTOL MYERS SQUIBB 200,347 164,192
BROADCOM INC 493,564 807,049
CAMECO CORP 703,647 726,925
CAMTEK LTD 227,176 266,489
CDW CORPORATION 223,075 295,061
CHARLES SCHWAB NEW 307,638 296,046
CHENIERE ENERGY INC 204,725 208,608
CHEVRON CORP 204,704 275,946
COMCAST CORP 237,708 197,325
CONSTELLATION BRANDS INC 175,767 195,092
COOPER CO INC 190,116 178,245
COSTCO WHOLESALE 301,813 412,550
CROWDSTRIKE HOLDGS 412,481 633,194
CUMMINS INC 233,094 307,807
DELL TECHNOLOGIES 318,682 322,601
DIAMONDBACK ENERGY 91,605 100,802
EATON CORP PLC SHS 136,021 224,685
ELI LILY & CO 51,341 49,964
GARTNER INC 160,444 214,728
GLOBAL X FDS 626,300 633,132
HOME DEPOT INC 448,849 433,188
HONEYWELL INTL INC 256,866 255,846
ILLUMINA INC 147,934 98,025
IQVIA HOLDINGS INC 323,834 321,155
ISHARES BIOTECHNOLOGY ETF 183,452 163,020
ISHARES CORE S&P SMALL CAP E 128,098 127,194
ISHARES S&P MID-CAP 400 G ETF 257,909 257,465
ISHARES S&P MID-CAP 400 V ETF 247,642 265,143
JOHNSON & JOHNSON 287,421 268,025
JPMORGAN CHASE & CO 397,346 433,755
KLA CORP 94,678 107,541
LILLY ELI & CO 838,286 1,577,382
LOCKHEED MARTIN CORP 192,462 242,483
MARATHON PETE CORP 397,890 1,022,349
MASTERCARD INC 371,391 445,276
MASTERCARD INC CL A 216,201 257,186
MCDONALDS CORP 335,378 392,876
MEDTRONIC PLC 168,250 189,474
MERCK & CO INC 204,144 294,354
META PLATFORMS INC 348,366 415,903
MICROSOFT CORP 1,727,127 2,158,470
MICROSTRATEGY INC 210,301 205,277
NETFLIX INC 172,448 271,192
NEXGEN ENERGY LTD 531,208 553,795
NEXTERA ENERGY INC 251,792 186,776
NIKE INC B 398,985 284,019
NORTHROP GRUMANN CO 80,621 77,243
NORVO NORDISK 411,322 567,527
NORVO NORDISK A/S 97,784 108,416
NVIDIA CORP 464,570 1,438,614
ORACLE CORP 263,904 318,926
PALO ALTO NETWORKS 148,627 283,085
PAYPAL HLDGS INC 504,719 243,552
PEPSICO INC 267,359 280,236
QUALCOMM INC 198,528 188,019
SALESFORCE.COM 532,192 600,222
SERVICENOW INC 294,205 372,320
SMEAD VALUE FUND CLASS I1 2,686,155 2,994,153
SOUTHERN CO 137,486 147,252
SPDR S&P 500 ETF TR UNIT 14,999,697 19,861,304
SPROTT FDS TR JUNIOR URANIUM MINERS ETF 433,020 412,872
SPROTT FDS TR URANIUM 362,414 356,184
STARBUCKS CORP 244,006 216,023
STERICYCLE INC 212,691 142,336
STRYKER CORP 166,359 191,654
TARGET CORP 43,548 28,484
THERMO FISHER SCIENTIFIC 516,415 470,280
TJX COS INC NEW 171,597 232,367
UBER TECHNOLOGIES INC 95,252 117,106
UNITEDHEALTH GP 469,029 514,888
URANIUM ENERGY CORP 533,684 515,450
VISA INC 942,571 1,380,896
WORKDAY INC CL A 99,220 122,295
ZOETIS INC 163,022 189,278
ZOETIS INC CL A 167,408 137,962

TY 2023 InvestmentsOtherSchedule2
Name:
MUSSAFER FAMILY FOUNDATION
EIN:
38-7216877
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ADVENT PARTNERS GPE IX-B CAYMAN,, LP FMV 3,049,859 3,049,859
ADVENT PARTNERS AGT-C, LP FMV 1,260,421 1,260,421
ADVENT PARTNERS AGT CI AIV SCS FMV 27,028 27,028
ADVENT PARTNERS GPE IX-B CI AIV SCS FMV 35,309 35,309
ADVENT PARTNERS IX-B CAY PN AIV CAYMAN LP FMV 44,108 44,108
APGPE IX-B CAY BSV PN AIV CAYMAN FMV 88,216 88,216
APGPE X YB AIV LUXEMBOURG, SLP FMV 68,420 68,420
ADVENT PARTNERS GPE X, LP FMV 516,616 516,616
ADVENT PARTNERS AGT II, LP FMV 412,546 412,546
APGPE X GALILEO AIV, CAYMAN, LP FMV 361,848 361,848
APGPE X PN AIV (RAC) CAYMAN, LP FMV 185,863 185,863

TY 2023 OtherAssetsSchedule
Name:
MUSSAFER FAMILY FOUNDATION
EIN:
38-7216877
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INTEREST RECEIVABLE 224 0 0


TY 2023 OtherDecreasesSchedule
Name:
MUSSAFER FAMILY FOUNDATION
EIN:
38-7216877
Description Amount
ADJUSTMENT FOR FAIR MARKET VALUE 708,643


TY 2023 OtherExpensesSchedule
Name:
MUSSAFER FAMILY FOUNDATION
EIN:
38-7216877
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT INTEREST EXPENSE 152,016 152,016   0
MISCELLANEOUS DEDUCTIONS 47,109 47,109   0
INVESTMENT MANAGEMENT FEES 274,731 274,731   0
OTHER EXPENSES 52 52   0


TY 2023 OtherIncomeSchedule2
Name:
MUSSAFER FAMILY FOUNDATION
EIN:
38-7216877
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME FROM PASS THROUGH ENTITIES 21,398 21,398 21,398


TY 2023 OtherLiabilitiesSchedule
Name:
MUSSAFER FAMILY FOUNDATION
EIN:
38-7216877
Description Beginning of Year - Book Value End of Year - Book Value
APGPE X YB AIV LUXEMBOURG, SLP 372 0
ADVENT PARTNERS GPE X, LP 9,452 0
ADVENT PARTNERS AGT II, LP 24,582 0


TY 2023 SubstantialContributorsSch
Name:
MUSSAFER FAMILY FOUNDATION
EIN:
38-7216877
Name Address
DAVID M MUSSAFER 29 COMMONWEALTH AVENUE UNIT PH
BOSTON,MA02116
MARION M MUSSAFER 29 COMMONWEALTH AVENUE UNIT PH
BOSTON,MA02116


TY 2023 TaxesSchedule
Name:
MUSSAFER FAMILY FOUNDATION
EIN:
38-7216877
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE TAXES 250 250   0
FOREIGN TAXES 1,693 1,693   0
FEDERAL TAXES 3,724 3,724   0