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
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 05-01-2022 , and ending 04-30-2023
Name of foundation
RICHARD & SUSAN SMITH FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)ONE NEWTON EXECUTIVE PARK 104
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWTON, MA02462
A Employer identification number

23-7090011
B Telephone number (see instructions)

(857) 404-0700
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$394,062,356
J 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) 5,400,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 481,643 466,840  
4 Dividends and interest from securities... 1,971,368 1,911,575  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 21,232,616
b Gross sales price for all assets on line 6a 38,560,263
7 Capital gain net income (from Part IV, line 2)... 20,101,915
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)....... 1,534,026 2,328,527  
12 Total. Add lines 1 through 11........ 30,619,653 24,808,857  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 987,000 0   987,000
14 Other employee salaries and wages...... 122,702 0   122,702
15 Pension plans, employee benefits....... 325,702 0   325,702
16a Legal fees (attach schedule)......... 12,547 0   12,547
b Accounting fees (attach schedule)....... 92,561 46,281   46,280
c Other professional fees (attach schedule).... 6,448,105 6,116,350   8,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,427,412 25,365   1,000
19 Depreciation (attach schedule) and depletion... 740 0  
20 Occupancy.............. 197,363 0   197,363
21 Travel, conferences, and meetings....... 4,825 0   4,825
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 457,227 0   457,227
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,076,184 6,187,996   2,162,646
25 Contributions, gifts, grants paid....... 18,325,319 18,325,319
26 Total expenses and disbursements. Add lines 24 and 25 29,401,503 6,187,996   20,487,965
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,218,150
b Net investment income (if negative, enter -0-) 18,620,861
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 5,836,635 37,300,592 37,300,592
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) 332,777 Click to see attachment
List of Attached Documents:
// Content
315,229
331,262
b Investments—corporate stock (attach schedule)....... 27,488,053 Click to see attachment
List of Attached Documents:
// Content
27,487,922
31,858,068
c Investments—corporate bonds (attach schedule)....... 1,316,376 Click to see attachment
List of Attached Documents:
// Content
1,356,277
1,358,657
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).......... 281,140,915 Click to see attachment
List of Attached Documents:
// Content
251,011,554
322,533,175
14 Land, buildings, and equipment: basis right arrow139,974
Less: accumulated depreciation (attach schedule) right arrow126,609 14,105 Click to see attachment
List of Attached Documents:
// Content
13,365
13,365
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
667,237
Click to see attachment
List of Attached Documents:
// Content
667,237
Click to see attachment
List of Attached Documents:
// Content
667,237
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 316,796,098 318,152,176 394,062,356
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........ 316,796,098 318,152,176
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 316,796,098 318,152,176
30 Total liabilities and net assets/fund balances (see instructions). 316,796,098 318,152,176
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
316,796,098
2
Enter amount from Part I, line 27a .....................
2
1,218,150
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
137,928
4
Add lines 1, 2, and 3 ..........................
4
318,152,176
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
318,152,176
Form 990-PF (2022)
Form 990-PF (2022)
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 ASTEYA PARTNERS DELAWARE LP P   2022-12-31
b BAUPOST VALUE PARTNERS, L.P.-I P   2022-12-31
c BRAZOS EQUITY FUND III, LP P   2022-12-31
d BRIGHTSTAR CAPITAL PARTNERS FUND I, L.P. P   2022-12-31
e BRIGHTSTAR CAPITAL PARTNERS QUALTEK LP P   2022-12-31
BRIGHTSTAR CAPITAL PARTNERS REPLAY LP P   2022-12-31
BRIGHTSTAR CAPITAL PARTNERS TEXAS WATER, L.P. P   2022-12-31
BCP AIV INVESTOR HOLDINGS-4, LP P   2022-12-31
BRIGHTSTAR CAPITAL PARTNERS FUND II-A, LP P   2022-12-31
BROOKSIDE CAPITAL PARTNERS FUND, L.P. P   2022-12-31
CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN EUROPE III P   2022-12-31
CASDIN PRIVATE GROWTH EQUITY FUND, L.P. P   2022-12-31
CB OFFSHORE EQUITY FUND IX, LP P   2022-12-31
CB OFFSHORE EQUITY FUND VIII LP P   2022-12-31
CEH FEEDER I L.P. P   2022-12-31
CHARLESBANK EQUITY FUND VII, LP P   2022-12-31
CHARLES RIVER INSTITUTIONAL FUND II LP P   2022-12-31
CHARLES RIVER INSTITUTIONAL FUND III, L.P. P   2022-12-31
CHESTNUT HILL VENTURES, LLC P   2022-12-31
COLLAB+CONSUMER FUND I, LP P   2022-12-31
COLLABORATIVE IV, L.P. P   2022-12-31
ELEPHANT PARTNERS I LP P   2022-12-31
ELEPHANT PARTNERS II-B LP P   2022-12-31
ENCAP ENERGY CAPITAL FUND VI-B, L.P. P   2022-12-31
ENERGY CAPITAL PARTNERS II-B, LP P   2022-12-31
FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP P   2022-12-31
HILLHOUSE FUND IV LP P   2022-12-31
HOF III LIQUIDATING PARTNERSHIP LP P   2022-12-31
HOLDCO OPPORTUNITIES FUND, LP P   2022-12-31
HOLDCO OPPORTUNITIES FUND II, LP P   2022-12-31
HOLDCO OPPORTUNITIES FUND III, L.P. P   2022-12-31
HOLDCO OPPORTUNITIES FUND IV, L.P. P   2022-12-31
JMC PLATFORM FUND II-B LP P   2022-12-31
LEERINK REVELATION HEALTHCARE FUND II LP P   2022-12-31
MARCUS CAPITAL PARTNERS FUND II, LP P   2022-12-31
MAVERON EQUITY PARTNERS VI, L.P. P   2022-12-31
MAVERON EQUITY PARTNERS VII, L.P. P   2022-12-31
MFN PARTNERS LP P   2022-12-31
MITHRIL LP P   2022-12-31
MITHRIL II LP P   2022-12-31
NAVITAS FUND, LP P   2022-12-31
OAKTREE VALUE EQUITY FUND (DELAWARE), L.P. P   2022-12-31
PHOENIX VENTURE HOLDINGS LLC P   2022-12-31
QIMING US HEALTHCARE FUND II LP P   2022-12-31
QIMING US HEALTHCARE FUND III LP P   2022-12-31
QIMING US HEALTHCARE FUND LP P   2022-12-31
QIMING VENTURE PARTNERS FUND V LP P   2022-12-31
QIMING VENTURE PARTNERS VI, LP P   2022-12-31
QIMING VENTURE PARTNERS VII LP P   2022-12-31
RA CAPITAL HEALTHCARE FUND, LP P   2022-12-31
REGENT OFFICE FUND II, LLC P   2022-12-31
REGENT OPPORTUNITY FUND IV, LLC P   2022-12-31
RIVA CAPITAL PARTNERS IV LP P   2022-12-31
SANKATY CREDIT OPPORTUNITIES IV, L.P. P   2022-12-31
SHAWSPRING PARTNERS QP FUND LP P   2022-12-31
SHINE CAPITAL I, LP P   2022-12-31
SOSIN QP PARTNERS, LP P   2022-12-31
SPARK CAPITAL GROWTH IV P   2022-12-31
SUMMIT PARTNERS PRIVATE EQUITY FUND VII-B, L.P. P   2022-12-31
TCG 2.0-B, LP P   2022-12-31
TELEGRAPH HILL PARTNERS II, L.P. P   2022-12-31
THRIVE CAPITAL PARTNERS V, L.P. P   2022-12-31
THRIVE CAPITAL PARTNERS VI GROWTH, LP P   2022-12-31
THRIVE CAPITAL PARTNERS VI, LP P   2022-12-31
THRIVE CAPITAL PARTNERS VII GROWTH LP P   2022-12-31
THRIVE CAPITAL PARTNERS VII LP P   2022-12-31
TINICUM TAX EXEMPT LP P   2022-12-31
SIXTH STREET OPPORTUNITIES PARTNERS II (B) LP (FKA TPG OPPORTUNITIES PARTNER P   2022-12-31
SIXTH STREET OPPORTUNITIES PARTNERS III (B) LP (FKA TPG OPPORTUNITIES PARTNE P   2022-12-31
UNDERSCORE.VC FUND I, L.P. P   2022-12-31
UNDERSCORE.VC FUND II, L.P. P   2022-12-31
VENROCK ASSOCIATES V, L.P. P   2022-12-31
WESTCAP GOODLEAP CO-INVEST 2021, LLC P   2022-12-31
WESTCAP STRATEGIC OPERATOR US FEEDER FUND, L.P. P   2022-12-31
XFUND 2, L.P. P   2022-12-31
YORKTOWN ENERGY PARTNERS XI, LP P   2022-12-31
YORKTOWN ENERGY PARTNERS XII, L.P. P   2022-12-31
YT XII RENEWABLE AIV LP P   2022-12-31
ADDITION ONE, L.P. P   2022-12-31
ADDITION THREE (AIV) FEEDER, L.P. P   2022-12-31
ADDITION THREE LP P   2022-12-31
BC VIII PRIVATE INVESTORS, LLC P   2022-12-31
BC VIII-E PRIVATE INVESTORS, L.P. P   2022-12-31
BAIN CAPITAL (SSS I) IX, L.P. P   2022-12-31
BAIN CAPITAL FUND IX, L.P. P   2022-12-31
CHARLESBANK EQUITY COINVESTMENT FUND VI, LP P   2022-12-31
DENHAM COMMODITY PARTNERS FUND V LP P   2022-12-31
GOF FEEDER A LP P   2022-12-31
NALANDA INDIA FUND LIMITED P   2022-12-31
RHO VENTURES V, LP P   2022-12-31
RIVA CAPITAL PARTNERS III, LP P   2022-12-31
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI L.P. P   2022-12-31
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII LP P   2022-12-31
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XIV LP P   2022-12-31
VENROCK ASSOCIATES VI, LP P   2022-12-31
VENROCK ASSOCIATES IV, LP P   2022-12-31
WLR RECOVERY FUND IV DSS AIV, L.P. P   2022-12-31
GOULSTON & STORRS-77 P   2022-12-31
STOCKBRIDGE FUND (OS) LTD P   2022-12-31
GOLDMAN SACH P   2022-12-31
LUCID GROUP INC P   2022-12-31
NU HOLDINGS LTD. P   2022-12-31
RAYMOND JAMES - SALE OF HIMS & HERS HEALTH INC P   2022-12-31
CHESTNUT HEDGE FUND LLC P   2022-12-31
HILDENE OPPORTUNITIES OFFSHORE FUND LTD P   2022-12-31
COATUE LONG ONLY OFFSHORE FUND LTD. P   2022-12-31
HIMALAYA CAPITAL INVESTORS OFFSHORE LP P   2022-12-31
GOF II FEEDER A P   2022-12-31
DEBT FINANCED INVESTMENTS_UBTI ADJUSTMENT P   2022-12-31
(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     218,129 -218,129
b 274,309   39,553 234,756
c 88,343     88,343
d     721,685 -721,685
e 105,545     105,545
40,957     40,957
21,613     21,613
    255,152 -255,152
496,758     496,758
385,750     385,750
20,110     20,110
65,241     65,241
6,397     6,397
146     146
426,013     426,013
243,406     243,406
    439,981 -439,981
35,820     35,820
360     360
    50,814 -50,814
54,329     54,329
1,705,657     1,705,657
    971 -971
    836,068 -836,068
    213,964 -213,964
    1,874 -1,874
74,746     74,746
3,373,636     3,373,636
237,020     237,020
79,836     79,836
1,251,960     1,251,960
    19,086 -19,086
174,879     174,879
145,103     145,103
    345,560 -345,560
30,374     30,374
2,077     2,077
137,707   21,626 116,081
755     755
35,463     35,463
    256,772 -256,772
2,091,186     2,091,186
71,367     71,367
44,056     44,056
    15,124 -15,124
    35,932 -35,932
77,541     77,541
    60,835 -60,835
    158 -158
    1,007,456 -1,007,456
    45,290 -45,290
    626,803 -626,803
235,776   130,208 105,568
    2,281 -2,281
    396,072 -396,072
    43,697 -43,697
    121,940 -121,940
    3,786 -3,786
11,386     11,386
861     861
    1,905,245 -1,905,245
11,260     11,260
    4,753 -4,753
    3,529 -3,529
    35,553 -35,553
    186 -186
615,596     615,596
58,476     58,476
61,674     61,674
    44,090 -44,090
36,912     36,912
670,839     670,839
218   207 11
218,212   834 217,378
40,506     40,506
625,404     625,404
191,175     191,175
6,419     6,419
    26,385 -26,385
832     832
    947 -947
    2,875,743 -2,875,743
    813,092 -813,092
    881 -881
    116,369 -116,369
      0
2,784     2,784
467,912     467,912
16,195     16,195
91,837     91,837
    56,019 -56,019
571,720     571,720
212,185     212,185
    14,609 -14,609
110,149     110,149
5,095     5,095
25     25
665,839     665,839
3,729,367     3,729,367
1,604     1,604
235,878     235,878
134,539     134,539
55,685     55,685
    6,233,599 -6,233,599
5,623,494     5,623,494
11,269,713     11,269,713
782,236     782,236
    49,347 -49,347
    366,143 -366,143
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       -218,129
b       234,756
c       88,343
d       -721,685
e       105,545
      40,957
      21,613
      -255,152
      496,758
      385,750
      20,110
      65,241
      6,397
      146
      426,013
      243,406
      -439,981
      35,820
      360
      -50,814
      54,329
      1,705,657
      -971
      -836,068
      -213,964
      -1,874
      74,746
      3,373,636
      237,020
      79,836
      1,251,960
      -19,086
      174,879
      145,103
      -345,560
      30,374
      2,077
      116,081
      755
      35,463
      -256,772
      2,091,186
      71,367
      44,056
      -15,124
      -35,932
      77,541
      -60,835
      -158
      -1,007,456
      -45,290
      -626,803
      105,568
      -2,281
      -396,072
      -43,697
      -121,940
      -3,786
      11,386
      861
      -1,905,245
      11,260
      -4,753
      -3,529
      -35,553
      -186
      615,596
      58,476
      61,674
      -44,090
      36,912
      670,839
      11
      217,378
      40,506
      625,404
      191,175
      6,419
      -26,385
      832
      -947
      -2,875,743
      -813,092
      -881
      -116,369
      0
      2,784
      467,912
      16,195
      91,837
      -56,019
      571,720
      212,185
      -14,609
      110,149
      5,095
      25
      665,839
      3,729,367
      1,604
      235,878
      134,539
      55,685
      -6,233,599
      5,623,494
      11,269,713
      782,236
      -49,347
      -366,143
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 20,101,915
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
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) 1 258,830
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........................... 3 258,830
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- ..... 5 258,830
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 635,445
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.............. 7 635,445
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 376,615
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow376,615 Refundedright arrow 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? 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
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
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 RUBINSTEIN - GRANT ADMINISTRA Telephone no.right arrow (857) 404-0700

Located atright arrowONE NEWTON EXECUTIVE PARK SUITE 104NEWTONMA ZIP+4right arrow02462
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 2022, 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
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
AMY S BERYLSON TRUSTEE
1.00
0 0 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
JOHN G BERYLSON TRUSTEE
1.00
0 0 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
DEBRA S KNEZ TRUSTEE
1.00
0 0 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
ROBERT A SMITH TRUSTEE
1.00
0 0 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
DANA W SMITH TRUSTEE
1.00
0 0 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
JENNIFER BLOCK TRUSTEE
1.00
0 0 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
JONATHAN BLOCK TRUSTEE
1.00
0 0 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
JESSICA KNEZ TRUSTEE
1.00
0 0 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
ANDREW KNEZ TRUSTEE
1.00
0 0 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
LYNNE DOBLIN EXECUTIVE DIRECTOR
40.00
400,000 61,978 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
MARJORIE RINGROSE SENIOR PROGRAM OFFICER
40.00
217,000 52,269 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
SHANNA SHULMAN SENIOR PROGRAM OFFICER
40.00
224,000 50,564 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
AMY HAMPE PROGRAM OFFICER
40.00
146,000 50,091 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
JAMES BERYLSON TRUSTEE
1.00
0 0 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
ELIZABETH BERYLSON KATZ TRUSTEE
1.00
0 0 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
ROBERT KATZ TRUSTEE
1.00
0 0 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
MADELEINE SMITH TRUSTEE
1.00
0 0 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
RYAN SMITH TRUSTEE
1.00
0 0 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
KRISTA KNEZ TRUSTEE
1.00
0 0 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
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
DAVID RUBINSTEIN OFFICE AND GRANTS AD
40.00
99,000 43,260 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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
CAMBRIDGE ASSOCIATES LLC INVESTMENT ADVISOR 488,524
100 SUMMER STREET
BOSTON,MA02110
GOULSTON & STORRS INVESTMENT AND LEGAL ADVISOR 379,564
400 ATLANTIC AVENUE
BOSTON,MA02116
DELOITTE TAX LLP ACCOUNTING 92,561
200 BERKELEY STREET
BOSTON,MA02116
DEBBIE BING STRATEGIC PLANNING AND EXECUTIVE COACHING 59,625
1700 MARKET STREET
PHILADELPHIA,PA19103
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 NOT APPLICABLE 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 NOT APPLICABLE 0
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
402,719,907
b
Average of monthly cash balances.......................
1b
15,599,356
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
418,319,263
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
418,319,263
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
6,274,789
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
412,044,474
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
20,602,224
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
20,602,224
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
258,830
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
258,830
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
20,343,394
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
20,343,394
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
20,343,394
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
20,487,965
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
20,487,965
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 20,343,394
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 1,488,489
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 20,487,965
a Applied to 2021, but not more than line 2a 1,488,489
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 2022 distributable amount..... 18,999,476
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
1,343,918
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 2017 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, 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) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ROBERT A SMITH TRUSTEE
ONE NEWTON EXECUTIVE PARK 104
NEWTON,MA02462
(857) 404-0700
bThe form in which applications should be submitted and information and materials they should include:
LETTER DESCRIBING REQUEST, INCLUDING AMOUNT AND USAGE
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 (2022)
Form 990-PF (2022)
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

ADAPTIVE SPORTS NEW ENGLAND

89 SOUTH STREET SUITE 603
BOSTON,MA02111
NONE PUBLIC CHARITY HUMAN SERVICES 15,000

ALZHEIMER'S ASSOCIATION

60 E 42ND ST STE 2240
NEW YORK,NY10165
NONE PUBLIC CHARITY MEDICAL RESEARCH 120

AMERICAN REPERTORY THEATER

64 BRATTLE ST
CAMBRIDGE,MA02138
NONE PUBLIC CHARITY CULTURAL VITALITY 100

ANIMAL RESCUE LEAGUE OF BOSTON

10 ANNAS PLACE
DENHAM,MA02026
NONE PUBLIC CHARITY ANIMAL WELFARE 10,000

APPLE ORCHARD SCHOOL

282 NEWTON ST
BROOKLINE,MA02445
NONE PUBLIC CHARITY EDUCATION 2,500

ARLINGTON EATS

58 MEDFORD ST
ARLINGTON,MA02474
NONE PUBLIC CHARITY HUMAN SERVICES 2,500

ARLINGTON LIBRARIES FOUNDATION

700 MASSACHUSETTS AVENUE
ARLINGTON,MA02476
NONE PUBLIC CHARITY LIBRARIES 2,500

BELIEVE IN BELIZE (FOR PLACENCIA HUMANE SOCIETY)

9402 BENTRIDGE AVENUE
POTOMAC,MD208542870
NONE PUBLIC CHARITY ANIMAL WELFARE 10,000

BETH EL TEMPLE CENTER

2 CONCORD AVE
BELMONT,MA02478
NONE PUBLIC CHARITY JEWISH CAUSES 3,500

BETH ISRAEL DEACONESS MEDICAL CENTER

330 BROOKLINE AVE
BOSTON,MA02215
NONE PUBLIC CHARITY HEALTH 112,500

BETH ISRAEL DEACONESS MEDICAL CENTER

330 BROOKLINE AVE
BOSTON,MA02115
NONE PUBLIC CHARITY HEALTH 25,000

BOSTON CHILDREN'S HOSPITAL

401 PARK DRIVE SUITE 602
BOSTON,MA02215
NONE PUBLIC CHARITY HEALTH 25,000

BOSTON CHILDREN'S HOSPITAL

402 PARK DRIVE SUITE 602
BOSTON,MA02215
NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000

BOSTON CHILDREN'S HOSPITAL

403 PARK DRIVE SUITE 602
BOSTON,MA02215
NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000

BOSTON CHILDREN'S HOSPITAL TRUST

401 PARK DRIVE SUITE 602
BOSTON,MA02115
NONE PUBLIC CHARITY HEALTH 50,000

BOSTON CHILDREN'S HOSPITAL TRUST

401 PARK DRIVE SUITE 602
BOSTON,MA02115
NONE PUBLIC CHARITY HEALTH 125,000

BOSTON COLLEGE

140 COMMONWEALTH AVENUE
CHESTNUT HILL,MA02467
NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000

BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM

780 ALBANY ST
BOSTON,MA02118
NONE PUBLIC CHARITY HUMAN SERVICES 112,405

BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM

780 ALBANY ST
BOSTON,MA02118
NONE PUBLIC CHARITY HUMAN SERVICES 65,725

BOSTON MEDICAL CENTER

ONE BOSTON MEDICAL CENTER PLACE
BOSTON,MA02118
NONE PUBLIC CHARITY HEALTH 25,000

BOSTON MEDICAL CENTER

ONE BOSTON MEDICAL CENTER PLACE
BOSTON,MA02118
NONE PUBLIC CHARITY HEALTH 670,000

BOSTON PLAN FOR EXCELLENCE

67 KEMBLE STREET SUITE 25
BOSTON,MA02119
NONE PUBLIC CHARITY EDUCATION 50,000

BOSTON PLAN FOR EXCELLENCE

67 KEMBLE STREET SUITE 25
BOSTON,MA02119
NONE PUBLIC CHARITY EDUCATION 200,000

BOSTON SYMPHONY ORCHESTRA

SYMPHONY HALL
BOSTON,MA02115
NONE PUBLIC CHARITY CULTURAL VITALITY 25,000

BOSTON UNIVERSITY

881 COMMONWEALTH AVENUE
BOSTON,MA02115
NONE PUBLIC CHARITY MEDICAL RESEARCH 134,000

BOSTON UNIVERSITY

881 COMMONWEALTH AVENUE
BOSTON,MA02115
NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000

BOYS AND GIRLS CLUBS OF BOSTON INC

200 HIGH ST 3RD FLOOR
BOSTON,MA02110
NONE PUBLIC CHARITY YOUTH DEVELOPMENT 7,500

BOYS & GIRLS CLUB OF GREATER LOWELL

657 MIDDLESEX STREET
LOWELL,MA01851
NONE PUBLIC CHARITY YOUTH DEVELOPMENT 500,000

BRANDEIS UNIVERSITY

415 SOUTH STREET
WALTHAM,MA02453
NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000

BREAKTHROUGH GREATER BOSTON

101 ROGERS STREET
CAMBRIDGE,MA02142
NONE PUBLIC CHARITY EDUCATION 25,000

BRIDGE OVER TROUBLED WATERS

47 WEST STREET
BOSTON,MA02111
NONE PUBLIC CHARITY HUMAN SERVICES 324,554

BRIGHAM AND WOMEN'S HOSPITAL

116 HUNTINGTON AVENUE THIRD FL
BOSTON,MA02116
NONE PUBLIC CHARITY HEALTH 25,000

BRIGHAM AND WOMEN'S HOSPITAL

116 HUNTINGTON AVENUE THIRD FL
BOSTON,MA02116
NONE PUBLIC CHARITY HEALTH 1,000,000

BROCKTON NEIGHBORHOOD HEALTH CENTER

63 MAIN STREET
BROCKTON,MA02301
NONE PUBLIC CHARITY HEALTH 235,000

BROWN UNIVERSITY

BROWN UNIVERSITY
PROVIDENCE,RI02912
NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000

BROWN UNIVERSITY

235 HOPE ST BOX 1932
PROVIDENCE,RI02912
NONE PUBLIC CHARITY EDUCATION 12,500

BUCKINGHAM BROWNE & NICHOLS

80 GERRYS LANDING RD
CAMBRIDGE,MA02138
NONE PUBLIC CHARITY EDUCATION 12,500

BUCKINGHAM BROWNE & NICHOLS

80 GERRYS LANDING RD
CAMBRIDGE,MA02138
NONE PUBLIC CHARITY EDUCATION 10,000

BUCKINGHAM BROWNE & NICHOLS

80 GERRYS LANDING RD
CAMBRIDGE,MA02138
NONE PUBLIC CHARITY EDUCATION 300,000

CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION

BLDG 1 RM 115 ADVANCEMENT SERVICES
SAN LUIS OBISPO,CA93407
NONE PUBLIC CHARITY EDUCATION 5,000

CAPE COD HEALTHCARE (FALMOUTH HOSPITAL)

PO BOX 370
HYANNIS,MA02601
NONE PUBLIC CHARITY HEALTH 15,000

CARITAS COMMUNITIES

25 BRAINTREE HILL OFFICE PARK
BRAINTREE,MA02184
NONE PUBLIC CHARITY HUMAN SERVICES 41,224

CATHOLIC SCHOOLS FOUNDATION

67 BATTERYMARCH ST 6TH FLOOR
BOSTON,MA02110
NONE PUBLIC CHARITY OTHER (MEMORIAL GIFT) 100,000

CHALLENGE UNLIMITED AT IRONSTONE FARM

450 LOWELL STREET
ANDOVER,MA01810
NONE PUBLIC CHARITY HUMAN SERVICES 33,033

CODMAN SQUARE HEALTH CENTER

637 WASHINGTON STREET
DORCHESTER,MA02124
NONE PUBLIC CHARITY HEALTH 7,500

CHILDREN INTERNATIONAL

2000 E RED BRIDGE RD
KANSAS CITY,MO64131
NONE PUBLIC CHARITY YOUTH DEVELOPMENT 1,050

COMBINED JEWISH PHILANTHROPIES

126 HIGH ST
BOSTON,MA02110
NONE PUBLIC CHARITY JEWISH CAUSES 10,000

COMBINED JEWISH PHILANTHROPIES

126 HIGH ST
BOSTON,MA02110
NONE PUBLIC CHARITY JEWISH CAUSES 1,500,000

COMMONWEALTH SHAKESPEARE COMPANY

101 ARCH ST 8TH FLOOR
BOSTON,MA02110
NONE PUBLIC CHARITY CULTURAL VITALITY 37,164

DAILY TABLE

450 WASHINGTON STREET
DORCHESTER,MA02124
NONE PUBLIC CHARITY HUMAN SERVICES 325,000

DANA-FARBER CANCER INSTITUTE

10 BROOKLINE PLACE 6TH FLOOR
BROOKLINE,MA02445
NONE PUBLIC CHARITY MEDICAL RESEARCH 103

DANA-FARBER CANCER INSTITUTE

10 BROOKLINE PLACE 6TH FLOOR
BROOKLINE,MA02445
NONE PUBLIC CHARITY HEALTH 25,000

DANA-FARBER CANCER INSTITUTE

10 BROOKLINE PLACE 6TH FLOOR
BROOKLINE,MA02445
NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000

DANA-FARBER CANCER INSTITUTE

10 BROOKLINE PLACE 6TH FLOOR
BROOKLINE,MA02445
NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000

DANA-FARBER CANCER INSTITUTE

10 BROOKLINE PLACE 6TH FLOOR
BROOKLINE,MA02445
NONE PUBLIC CHARITY MEDICAL RESEARCH 12,500

DOC WAYNE YOUTH SERVICES

418 COMMONWEALTH AVENUE
BOSTON,MA02215
NONE PUBLIC CHARITY YOUTH DEVELOPMENT 32,208

DOTHOUSE HEALTH

1353 DORCHESTER AVENUE
DORCHESTER,MA02169
NONE PUBLIC CHARITY HEALTH 182,500

ENROOT

99 BISHOP ALLEN DRIVE
CAMBRIDGE,MA02139
NONE PUBLIC CHARITY YOUTH DEVELOPMENT 15,104

ESPLANADE ASSOCIATION

575 BOYLSTON STREET 4TH FLOOR
BOSTON,MA02116
NONE PUBLIC CHARITY CULTURAL VITALITY 2,000,000

FACING HISTORY AND OURSELVES

16 HURD ROAD
BROOKLINE,MA02445
NONE PUBLIC CHARITY EDUCATION 25,000

FATHER BILL'S & MAINSPRING

430 BELMONT STREET
BOSTON,MA02301
NONE PUBLIC CHARITY HUMAN SERVICES 500,000

FCNL EDUCATION FUND

245 2ND ST NE
WASHINGTON,DC20002
NONE PUBLIC CHARITY EDUCATION 100

FENWAY HIGH SCHOOL

67 ALLEGHANY STREET
BOSTON,MA02120
NONE PUBLIC CHARITY EDUCATION 75,000

FRANKLIN CUMMINGS TECH

41 BERKELEY STREET
BOSTON,MA02116
NONE PUBLIC CHARITY EDUCATION 250,000

FRIENDS OF BROOKLINE ROWING INC

11 SHAW ROAD
CHESTNUT HILL,MA02467
NONE PUBLIC CHARITY YOUTH DEVELOPMENT 511

GREATER NEW BEDFORD COMMUNITY HEALTH CENTER

874 PURCHASE STREET
NEW BEDFORD,MA02740
NONE PUBLIC CHARITY HEALTH 195,000

HARVARD BUSINESS SCHOOL

HARVARD BUSINESS SCHOOL
BOSTON,MA02163
NONE PUBLIC CHARITY EDUCATION 100,000

HARVARD BUSINESS SCHOOL

HARVARD BUSINESS SCHOOL
BOSTON,MA02163
NONE PUBLIC CHARITY EDUCATION 2,500

HEALTH CARE FOR ALL

ONE FEDERAL STREET
BOSTON,MA02110
NONE PUBLIC CHARITY HEALTH 52,500

HEALTH CARE FOR ALL

ONE FEDERAL STREET
BOSTON,MA02110
NONE PUBLIC CHARITY HEALTH 100

HEALTH RESOURCES IN ACTION

2 BOYLSTON STREET 4TH FLOOR
BOSTON,MA02116
NONE PUBLIC CHARITY MEDICAL RESEARCH 415,218

HOUSE OF POSSIBILITIES

350 WASHINGTON STREET
NORTH EASTON,MA02356
NONE PUBLIC CHARITY HUMAN SERVICES 47,334

HYDE SQUARE TASK FORCE

30 SUNNYSIDE ST
BOSTON,MA02130
NONE PUBLIC CHARITY HUMAN SERVICES 15,000

HYDE SQUARE TASK FORCE

30 SUNNYSIDE ST
BOSTON,MA02130
NONE PUBLIC CHARITY YOUTH DEVELOPMENT 250

HYDE SQUARE TASK FORCE

30 SUNNYSIDE ST
BOSTON,MA02130
NONE PUBLIC CHARITY YOUTH DEVELOPMENT 103

INSTITUTE OF CONTEMPORARY ART

25 HARBOR SHORE DRIVE
BOSTON,MA02110
NONE PUBLIC CHARITY CULTURAL VITALITY 25,000

INSTITUTE OF CONTEMPORARY ART

25 HARBOR SHORE DRIVE
BOSTON,MA02110
NONE PUBLIC CHARITY CULTURAL VITALITY 10,000

JOSLIN DIABETES CENTER

ONE JOSLIN PLACE
BOSTON,MA02215
NONE PUBLIC CHARITY HEALTH 25,000

JOSLIN DIABETES CENTER

ONE JOSLIN PLACE
BOSTON,MA02216
NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000

JUSTICE RESOURCE INSTITUTE

160 GOULD STREET SUITE 300
NEEDHAM,MA02494
NONE PUBLIC CHARITY HUMAN SERVICES 15,000

LATINOS FOR EDUCATION

275 PAYSON RD
BELMONT,MA02478
NONE PUBLIC CHARITY EDUCATION 150,000

LOVIN SPOONFULS

189 WELLS AVENUE SUITE 100
NEWTON,MA02459
NONE PUBLIC CHARITY HUMAN SERVICES 64,991

LOWELL COMMUNITY HEALTH CENTER

161 JACKSON STREET
LOWELL,MA01852
NONE PUBLIC CHARITY HEALTH 7,500

LYRIC STAGE COMPANY OF BOSTON

140 CLARENDON STREET 2ND FLOOR
BOSTON,MA02116
NONE PUBLIC CHARITY CULTURAL VITALITY 40,000

MABEL CENTER FOR IMMIGRANT JUSTICE

200 PORTLAND STREET
BOSTON,MA02114
NONE PUBLIC CHARITY HUMAN SERVICES 19,037

MAYYIM HAYYIM

1838 WASHINGTON STREET
NEWTON,MA02466
NONE PUBLIC CHARITY JEWISH CAUSES 250

THE BOSTON FOUNDATION

PO BOX 843027
BOSTON,MA02284
NONE PUBLIC CHARITY EDUCATION 150,000

MASSACHUSETTS ALLIANCE FOR EARLY COLLEGE

588 BOSTON POST ROAD SUITE 150
WESTON,MA02481
NONE PUBLIC CHARITY EDUCATION 100,000

MASSACHUSETTS BAY COMMUNITY COLLEGE

50 OAKLAND STREET
WELLESLEY,MA02481
NONE PUBLIC CHARITY EDUCATION 175,000

MASSACHUSETTS BUSINESS ALLIANCE FOR EDUCATION

10 POST OFFICE SQUARE SUITE 800
SOUTH
BOSTON,MA02109
NONE PUBLIC CHARITY EDUCATION 125,000

MASSACHUSETTS DEPARTMENT OF ELEMENTARY & SECONDARY EDUCATION

75 PLEASANT STREET
MALDEN,MA02148
NONE PUBLIC CHARITY EDUCATION 100,000

MASSACHUSETTS GENERAL HOSPITAL

55 FRUIT STREET
BOSTON,MA02114
NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000

MASSACHUSETTS GENERAL HOSPITAL

55 FRUIT STREET
BOSTON,MA02114
NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02139
NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000

MASSINC

11 BEACON STREET SUITE 500
BOSTON,MA02108
NONE PUBLIC CHARITY EDUCATION 135,500

MEADOWBROOK SCHOOL OF WESTON INCORPORATED

10 FARM RD
WESTON,MA02493
NONE PUBLIC CHARITY EDUCATION 12,500

MEADOWBROOK SCHOOL OF WESTON INCORPORATED

10 FARM RD
WESTON,MA02493
NONE PUBLIC CHARITY EDUCATION 25,000

MIDDLESEX COMMUNITY COLLEGE

591 SPRINGS RD
BEDFORD,MA01730
NONE PUBLIC CHARITY EDUCATION 40,000

MILTON ACADEMY

170 CENTRE ST
MILTON,MA02186
NONE PUBLIC CHARITY EDUCATION 292,500

MILTON ACADEMY

170 CENTRE ST
MILTON,MA02186
NONE PUBLIC CHARITY EDUCATION 4,500

MILTON ACADEMY

170 CENTRE ST
MILTON,MA02186
NONE PUBLIC CHARITY EDUCATION 25,000

MSPCA-ANGELL

350 SOUTH HUNINGTON AVENUE
BOSTON,MA02130
NONE PUBLIC CHARITY ANIMAL WELFARE 7,500

MUJERES UNIDAS AVANZANDO (MUA)

54 CLAYTON STREET
DORCHESTER,MA02122
NONE PUBLIC CHARITY EDUCATION 32,000

MUSEUM OF FINE ARTS

465 HUNTINGTON AVENUE
BOSTON,MA02115
NONE PUBLIC CHARITY CULTURAL VITALITY 15,000

MUSEUM OF SCIENCE

ONE SCIENCE PARK
BOSTON,MA02114
NONE PUBLIC CHARITY CULTURAL VITALITY 10,000

MY LIFE MY CHOICE

989 COMMONWEALTH AVENUE
BOSTON,MA02115
NONE PUBLIC CHARITY HUMAN SERVICES 500

MY LIFE MY CHOICE

989 COMMONWEALTH AVENUE
BOSTON,MA02215
NONE PUBLIC CHARITY HUMAN SERVICES 400

NEWTON WELLESLEY HOSPITAL FOUNDATION

2014 WASHINGTON STREET
NEWTON,MA02462
NONE PUBLIC CHARITY HEALTH 25,000

NOTRE DAME EDUCATION CENTER-LAWRENCE

354 MERRIMACK STREET SUITE 210
LAWRENCE,MA01843
NONE PUBLIC CHARITY ECONOMIC MOBILITY 13,580

OUR SPACE INC

464 COMMON ST 306
BELMONT,MA02478
NONE PUBLIC CHARITY HEALTH 150

OLD NORTH ILLUMINATED

193 SALEM STREET
BOSTON,MA02113
NONE PUBLIC CHARITY CULTURAL VITALITY 32,100

OPERATION ABLE

98 NORTH WASHINGTON STREET SUITE
200
BOSTON,MA02114
NONE PUBLIC CHARITY ECONOMIC MOBILITY 18,631

PAN-MASSACHUSETTS CHALLENGE

77 4TH AVE
NEEDHAM,MA02494
NONE PUBLIC CHARITY MEDICAL RESEARCH 123

PAN-MASSACHUSETTS CHALLENGE

77 4TH AVE
NEEDHAM,MA02494
NONE PUBLIC CHARITY MEDICAL RESEARCH 250,000

PAN-MASSACHUSETTS CHALLENGE

77 4TH AVE
NEEDHAM,MA02494
NONE PUBLIC CHARITY MEDICAL RESEARCH 12,500

PAN-MASSACHUSETTS CHALLENGE

77 4TH AVE
NEEDHAM,MA02494
NONE PUBLIC CHARITY MEDICAL RESEARCH 50,000

PAN-MASSACHUSETTS CHALLENGE

77 4TH AVE
NEEDHAM,MA02494
NONE PUBLIC CHARITY MEDICAL RESEARCH 25,000

PARK SCHOOL

171 GODDARD AVE
BROOKLINE,MA02445
NONE PUBLIC CHARITY EDUCATION 12,500

PARK SCHOOL

171 GODDARD AVE
BROOKLINE,MA02445
NONE PUBLIC CHARITY EDUCATION 15,000

PINE STREET INN

444 HARRISON AVENUE
BOSTON,MA02118
NONE PUBLIC CHARITY HUMAN SERVICES 5,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

1563 MASSACHUSETTS AVE
CAMBRIDGE,MA02138
NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

1563 MASSACHUSETTS AVE
CAMBRIDGE,MA02138
NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

1563 MASSACHUSETTS AVE
CAMBRIDGE,MA02138
NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

1563 MASSACHUSETTS AVE
CAMBRIDGE,MA02138
NONE PUBLIC CHARITY MEDICAL RESEARCH 250,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

1563 MASSACHUSETTS AVE
CAMBRIDGE,MA02138
NONE PUBLIC CHARITY MEDICAL RESEARCH 134,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

1563 MASSACHUSETTS AVE
CAMBRIDGE,MA02138
NONE PUBLIC CHARITY MEDICAL RESEARCH 134,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

1563 MASSACHUSETTS AVE
CAMBRIDGE,MA02138
NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

1563 MASSACHUSETTS AVE
CAMBRIDGE,MA02138
NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

1563 MASSACHUSETTS AVE
CAMBRIDGE,MA02138
NONE PUBLIC CHARITY EDUCATION 27,500

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

1563 MASSACHUSETTS AVE
CAMBRIDGE,MA02138
NONE PUBLIC CHARITY EDUCATION 125,000

PROJECT LEARN

8 KIRK STREET
LOWELL,MA01852
NONE PUBLIC CHARITY YOUTH DEVELOPMENT 30,000

PROJECT PLACE

1145 WASHINGTON STREET
BOSTON,MA02118
NONE PUBLIC CHARITY HUMAN SERVICES 50,000

RAISING A READER MASSACHUSETTS

3 SCHOOL STREET 3
BOSTON,MA02108
NONE PUBLIC CHARITY EDUCATION 40,000

SCIENCE CLUB FOR GIRLS

136 MAGAZINE STREET 2
CAMBRIDGE,MA02139
NONE PUBLIC CHARITY EDUCATION 31,948

SILVER LINING MENTORING

PO BOX 541497
WALTHAM,MA02454
NONE PUBLIC CHARITY YOUTH DEVELOPMENT 20,859

SOMALI DEVELOPMENT CENTER

10 MALCOLM X BLVD 2ND FLOOR
ROXBURY,MA02119
NONE PUBLIC CHARITY HUMAN SERVICES 13,483

SOUTH BOSTON COMMUNITY HEALTH CENTER

409 WEST BROADWAY
SOUTH BOSTON,MA02127
NONE PUBLIC CHARITY HEALTH 157,500

ST MARY'S CENTER FOR WOMEN AND CHILDREN

90 CUSHING AVENUE
DORCHESTER,MA02125
NONE PUBLIC CHARITY HUMAN SERVICES 28,800

ST FRANCIS HOUSE

39 BOYLSTON ST
BOSTON,MA02116
NONE PUBLIC CHARITY HUMAN SERVICES 185,000

STEPPINGSTONE FOUNDATION

1 APPLETON ST
BOSTON,MA02116
NONE PUBLIC CHARITY EDUCATION 15,000

TEMPLE BETH AVODAH

45 PUDDINGSTONE LN
NEWTON,MA02459
NONE PUBLIC CHARITY JEWISH CAUSES 1,800

TEMPLE BETH AVODAH

45 PUDDINGSTONE LN
NEWTON,MA02459
NONE PUBLIC CHARITY JEWISH CAUSES 1,837

TEMPLE ISRAEL

477 LONGWOOD AVE
BOSTON,MA02115
NONE PUBLIC CHARITY JEWISH CAUSES 25,000

TEMPLE ISRAEL

477 LONGWOOD AVE
BOSTON,MA02115
NONE PUBLIC CHARITY JEWISH CAUSES 50,000

TEMPLE ISRAEL

477 LONGWOOD AVE
BOSTON,MA02215
NONE PUBLIC CHARITY JEWISH CAUSES 10,000

TEMPLE ISRAEL

477 LONGWOOD AVE
BOSTON,MA02215
NONE PUBLIC CHARITY JEWISH CAUSES 5,000

TEMPLE ISRAEL

477 LONGWOOD AVE
BOSTON,MA02215
NONE PUBLIC CHARITY JEWISH CAUSES 5,000

THE BASE

150 SHIRLEY STREET
ROXBURY,MA02119
NONE PUBLIC CHARITY YOUTH DEVELOPMENT 54,730

THE BOSTON FOUNDATION

75 ARLINGTON ST 1000
BOSTON,MA02116
NONE PUBLIC CHARITY HUMAN SERVICES 10,000

THE BOSTON HOUSE

229 KENT STREET
BROOKLINE,MA02446
NONE PUBLIC CHARITY HUMAN SERVICES 50,000

THE CENTER FOR HOPE AND HEALING

15 HURD STREET
LOWELL,MA01852
NONE PUBLIC CHARITY HUMAN SERVICES 25,000

THE DIMOCK CENTER

55 DIMOCK STREET
ROXBURY,MA02119
NONE PUBLIC CHARITY HEALTH 7,500

THE DIMOCK CENTER

55 DIMOCK STREET
ROXBURY,MA02119
NONE PUBLIC CHARITY HEALTH 312,316

THE FORSYTH INSTITUTE

245 FIRST STREET
CAMBRIDGE,MA02142
NONE PUBLIC CHARITY HEALTH 50,000

THE LOOP LAB

99 BISHOP ALLEN DRIVE UNIT 25
CAMBRIDGE,MA02139
NONE PUBLIC CHARITY ECONOMIC MOBILITY 17,995

TRUSTEES OF DARTMOUTH COLLEGE

6066 DEVELOPMENT OFFICE
HANOVER,NH03755
NONE PUBLIC CHARITY EDUCATION 15,000

TUFTS UNIVERSITY

419 BOSTON AVE
MEDFORD,MA02155
NONE PUBLIC CHARITY EDUCATION 62,500

UNITED WAY OF MASSACHUSETTS BAY

51 SLEEPER STREET
BOSTON,MA02210
NONE PUBLIC CHARITY HUMAN SERVICES 25,000

UNIVERSITY OF MASSACHUSETTS BOSTON

100 WILLIAM T MORRISSEY BLVD
BOSTON,MA02125
NONE PUBLIC CHARITY EDUCATION 440,000

UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL

55 LAKE AVENUE NORTH
WORCESTER,MA01655
NONE PUBLIC CHARITY MEDICAL RESEARCH 134,000

UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL

55 LAKE AVENUE NORTH
WORCESTER,MA01655
NONE PUBLIC CHARITY MEDICAL RESEARCH 134,000

UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL

55 LAKE AVENUE NORTH
WORCESTER,MA01655
NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000

UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL

55 LAKE AVENUE NORTH
WORCESTER,MA01655
NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000

UNIVERSITY OF PENNSYLVANIA LAW SCHOOL

3501 SANSOM ST
PHILADELPHIA,PA19104
NONE PUBLIC CHARITY EDUCATION 12,500

UTEC

35 WARREN ST
LOWELL,MA01852
NONE PUBLIC CHARITY YOUTH DEVELOPMENT 500

WENTWORTH INSTITUTE OF TECHNOLOGY

550 HUNTINGTON AVENUE
BOSTON,MA02115
NONE PUBLIC CHARITY EDUCATION 150,000

WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH

455 MAIN STREET
CAMBRIDGE,MA02142
NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000

WILLIAMS COLLEGE

880 MAIN ST
WILLIAMSTOWN,MA02167
NONE PUBLIC CHARITY EDUCATION 15,000

WILLIAMS COLLEGE

880 MAIN ST
WILLIAMSTOWN,MA02167
NONE PUBLIC CHARITY EDUCATION 5,000

WIKIMEDIA FOUNDATION INC

PO BOX 98204
WASHINGTON,WA200908204
NONE PUBLIC CHARITY LIBRARIES 104

YALE UNIVERSITY

PO BOX 1873
NEW HAVEN,CT06508
NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000

YALE UNIVERSITY

PO BOX 1873
NEW HAVEN,CT06508
NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000

YALE UNIVERSITY

PO BOX 1873
NEW HAVEN,CT06508
NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000

YALE UNIVERSITY

PO BOX 1873
NEW HAVEN,CT06508
NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000

YALE UNIVERSITY

PO BOX 1873
NEW HAVEN,CT06508
NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000

YOUTH VILLAGES FOUNDATION INC

3320 BROTHERS BLVD
MEMPHIS,TN38133
NONE PUBLIC CHARITY YOUTH DEVELOPMENT 1,000

YOUTHBUILD BOSTON

27 CENTRE STREET
BOSTON,MA02119
NONE PUBLIC CHARITY YOUTH DEVELOPMENT 43,779

YOUTH DEVELOPMENT ORGANIZATION

15 UNION STREET
LAWRENCE,MA01840
NONE PUBLIC CHARITY YOUTH DEVELOPMENT 62,000
Total .................................right arrow 3a 18,325,319
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 ...........
900001 14,803 14 466,840  
4 Dividends and interest from securities .... 900001 59,793 14 1,911,575  
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 2,328,527  
8 Gain or (loss) from sales of assets other than
inventory ............
900001 1,130,702 18 20,101,915  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME FROM INVESTMENTS
900001 -794,501 14    
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 410,797 24,808,857 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
25,219,654
(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 (2022)
Form 990-PF (2022)
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 (2022)
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
2022
Name of the organization
RICHARD & SUSAN SMITH FAMILY FOUNDATION
 
Employer identification number

23-7090011
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) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
RICHARD & SUSAN SMITH FAMILY FOUNDATION
 
Employer identification number
23-7090011
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
RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST
 
ONE NEWTON EXECUTIVE PARK 104
 
NEWTON, MA02462

$ 5,400,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
RICHARD & SUSAN SMITH FAMILY FOUNDATION
 
Employer identification number

23-7090011
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
RICHARD & SUSAN SMITH FAMILY FOUNDATION
 
Employer identification number

23-7090011
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) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
RICHARD & SUSAN SMITH FAMILY FOUNDATION
EIN:
23-7090011
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DELOITTE TAX 92,561 46,281   46,280

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

TY 2022 DepreciationSchedule
Name:
RICHARD & SUSAN SMITH FAMILY FOUNDATION
EIN:
23-7090011
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
LEASEHOLD IMPROVE 2002-04-05 19,445 10,022 SL 39.000000000000 499 0    
PHONE EQUIPMENT 2002-03-15 9,939 9,939 200DB 5.000000000000 0 0    
FURNITURE & FIXTURE 2002-11-01 101,209 101,209 SL 7.000000000000 0 0    
LEASEHOLD IMPROVE 2002-11-01 9,381 4,699 SL 39.000000000000 241 0    

TY 2022 InvestmentsCorpBondsSchedule
Name:
RICHARD & SUSAN SMITH FAMILY FOUNDATION
EIN:
23-7090011
Name of Bond End of Year Book Value End of Year Fair Market Value
GOLDMAN SACHS 1,356,277 1,358,657

TY 2022 InvestmentsCorpStockSchedule
Name:
RICHARD & SUSAN SMITH FAMILY FOUNDATION
EIN:
23-7090011
Name of Stock End of Year Book Value End of Year Fair Market Value
GOLDMAN SACHS 27,487,922 31,858,068

TY 2022 InvestmentsGovtObligationsSch
Name:
RICHARD & SUSAN SMITH FAMILY FOUNDATION
EIN:
23-7090011
US Government Securities - End of Year Book Value:

315,229
US Government Securities - End of Year Fair Market Value:

331,262
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2022 InvestmentsOtherSchedule2
Name:
RICHARD & SUSAN SMITH FAMILY FOUNDATION
EIN:
23-7090011
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ADDITION TWO LP AT COST 2,473,775 2,750,829
ASTEYA PARTNERS DELAWARE LP AT COST 2,248,136 653,460
BARRYS CORNER HOLDINGS LLC AT COST 14,616 1,338,460
BAUPOST VALUE PARTNERS, L.P.-I AT COST 2,627,031 2,929,941
BLACK STONE MINERALS, L.P. AT COST 543,765 0
BOSTON SEED CAPITAL FUND IV LP AT COST 299,367 331,838
BRAZOS EQUITY FUND III, LP AT COST 0 441,304
BRIGHTSTAR CAPITAL PARTNERS QUALTEK LP AT COST 0 2,194
BRIGHTSTAR CAPITAL PARTNERS REPLAY LP AT COST 0 1,353,173
BRIGHTSTAR CAPITAL PARTNERS TEXAS WATER, L.P. AT COST 0 283,470
BROOKSIDE CAPITAL PARTNERS FUND, L.P. AT COST 100,301 365,669
CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN EUROPE III AT COST 75,496 131,947
CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN X AT COST 39,592 392,451
CASDIN PRIVATE GROWTH EQUITY FUND, L.P. AT COST 3,959,051 3,174,715
CB OP FEEDER I, LP AT COST 94,417 0
CB OP FEEDER II LP AT COST 11,040 0
CB OP FEEDER III, LP AT COST 29,160 0
CB OP FEEDER V, LP AT COST 41,354 0
CB OP FEEDER V-B, LP AT COST 3,308 0
CB OP FEEDER VI, LP AT COST 24,516 0
CB OP FEEDER VII, LP AT COST 62,035 0
CB OP AGGREGATOR II-B, LP AT COST 1,180 0
CB OFFSHORE EQUITY FUND IX, LP AT COST 1,360,639 1,849,891
CB OFFSHORE EQUITY FUND VIII LP AT COST 2,436,327 2,144,408
CHARLESBANK EQUITY FUND VII, LP AT COST 242,350 30,015
CHESTNUT HILL VENTURES, LLC AT COST 28,833 13,588
COLLAB+CONSUMER FUND I, LP AT COST 370,738 1,205,533
COLLABORATIVE IV, L.P. AT COST 916,832 1,721,415
COLLABORATIVE V, L.P. AT COST 640,760 404,156
CORMORANT PRIVATE HEALTHCARE FUND IV, LP AT COST 1,272,707 938,237
DIV CHARLES PARK INVESTOR, LP AT COST 22,595 11,108
ELEPHANT PARTNERS I LP AT COST 0 4,880,804
ELEPHANT PARTNERS II-B LP AT COST 1,008,642 2,908,284
ELEPHANT PARTNERS III-B LP AT COST 2,048,776 2,584,360
ELEPHANT PARTNERS IV-B LP AT COST 2,327,853 2,102,228
ENCAP ENERGY CAPITAL FUND VI-B, L.P. AT COST 0 746
ENERGY CAPITAL PARTNERS II-B, LP AT COST 144,930 0
ETHOS BEIGNET DIRECT, LLC AT COST 1,866,629 5,489,168
ETHOS CAPITAL INVESTMENTS A LP AT COST 2,488,268 2,689,759
FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP AT COST 1,963,258 67,260
HILLHOUSE FUND IV LP AT COST 3,596,897 4,820,660
HOLDCO OPPORTUNITIES FUND, LP AT COST 1,271,578 58,162
HOLDCO OPPORTUNITIES FUND II, LP AT COST 137,856 1,048,037
HOF III LIQUIDATING PARTNERSHIP LP AT COST 3,383,569 2,009,380
HOLDCO OPPORTUNITIES FUND IV, L.P. AT COST 3,077,026 3,604,541
JMC PLATFORM FUND II-B LP AT COST 1,172,310 1,190,657
KINGSWAY FRONTIER CONSUMER OPPORTUNITIES (FCO2) GROWTH FUND II LTD AT COST 1,463,241 1,422,951
REVELATION (FKA LEERINK) HEALTHCARE FUND II LP AT COST 818,988 1,792,654
REVELATION (FKA LEERINK) HEALTHCARE FUND III LP AT COST 1,106,053 984,909
LIMINALITY PARTNERS, LP AT COST 1,910,553 837,935
MATRIX PARTNERS CHINA VII, LP AT COST 249,815 110,130
MATRIX PARTNERS INDIA IV LP AT COST 567,566 405,608
MAVERON EQUITY PARTNERS VI, L.P. AT COST 1,195,706 2,550,795
MAVERON EQUITY PARTNERS VII, L.P. AT COST 789,396 1,748,087
MAVERON EQUITY PARTNERS VIII, L.P. AT COST 214,602 124,745
MFN PARTNERS LP AT COST 6,146,131 6,733,943
MITHRIL LP AT COST 1,581,550 2,835,121
MITHRIL II LP AT COST 1,641,364 1,558,887
NALANDA INDIA EQUITY FUND LIMITED AT COST 445,611 495,121
NAVA VENTURES I, LP AT COST 771,053 617,619
NAVITAS FUND, LP AT COST 0 3,163,382
NV PARTNERS IV LP AT COST 166,899 69,894
OAKTREE VALUE EQUITY FUND (DELAWARE), L.P. AT COST 2,541,471 6,153,206
PEAR VENTURES IV, LP AT COST 117,977 0
PRIAM CAPITAL FUND III LP AT COST 2,794,864 0
QIMING US HEALTHCARE FUND II LP AT COST 3,232,125 3,820,565
QIMING US HEALTHCARE FUND III LP AT COST 357,692 254,500
QIMING US HEALTHCARE FUND LP AT COST 821,827 601,325
QIMING VENTURE PARTNERS FUND V LP AT COST 1,862,759 3,758,229
QIMING VENTURE PARTNERS VI, LP AT COST 2,302,717 3,861,807
QIMING VENTURE PARTNERS VII LP AT COST 2,212,243 2,787,112
QIMING VENTURE PARTNERS VIII LP AT COST 205,887 130,773
QIMING VENTURE PARTNERS VIII-HC LP AT COST 194,501 93,269
RA CAPITAL HEALTHCARE FUND, LP AT COST 12,125,633 20,576,261
REGENT OFFICE FUND II, LLC AT COST 506,490 362,807
REGENT OPPORTUNITY FUND IV, LLC AT COST 2,700,623 2,789,785
REGIMENT CAPITAL SPECIAL SITUATIONS FUND V, L.P. AT COST 216,344 60,253
RIVA CAPITAL PARTNERS IV LP AT COST 3,628,235 5,512,268
ROAD CAPITAL MASTER FUND LP AT COST 3,000,000 1,522,080
SANKATY CREDIT OPPORTUNITIES IV, L.P. AT COST 544,608 26,258
SECTION 32 FUND 4, LP AT COST 1,367,762 1,428,184
SECTION 32 FUND 5, LP AT COST 211,076 132,361
SHAWSPRING PARTNERS QP FUND LP AT COST 4,599,751 2,506,622
SHINE CAPITAL I, LP AT COST 1,276,402 1,404,713
SHINE CAPITAL II AT COST 636,280 376,560
SHINE CAPITAL OPPORTUNITIES FUND I AT COST 130,665 127,818
SIXTH STREET OPPORTUNITIES PARTNERS II (B) LP AT COST 0 138,795
SIXTH STREET OPPORTUNITIES PARTNERS III (B) LP AT COST 556,062 753,975
SL SPV-1 FEEDER I, L.P. AT COST 16,595 335,412
SOSIN QP PARTNERS, LP AT COST 5,198,260 1,464,380
SPARK CAPITAL GROWTH IV AT COST 389,092 237,694
SPARK CAPITAL VII AT COST 248,136 246,970
SUMMIT PARTNERS PRIVATE EQUITY FUND VII-B, L.P. AT COST 100,723 170,898
TCG 2.0-B, LP AT COST 2,302,426 4,210,575
TCG 3.0-B, LP AT COST 830,897 703,994
TCV VELOCITY FUND I (A), LP AT COST 245,150 120,105
TENFORE HOLDINGS FUND II, LP AT COST 2,536,526 4,581,653
TF 88 ACRES FUND I , LP AT COST 954,427 1,021,252
TF 88 ACRES FUND II, LP AT COST 319,336 320,051
TF 88 ACRES FUND III, LP AT COST 279,965 279,965
THRIVE CAPITAL PARTNERS V, L.P. AT COST 1,402,960 2,726,525
THRIVE CAPITAL PARTNERS VI GROWTH, LP AT COST 917,149 1,666,928
THRIVE CAPITAL PARTNERS VI, LP AT COST 523,531 1,400,513
THRIVE CAPITAL PARTNERS VII GROWTH LP AT COST 1,912,461 2,179,969
THRIVE CAPITAL PARTNERS VII LP AT COST 429,099 434,676
THRIVE CAPITAL PARTNERS VIII GROWTH LP AT COST 1,071,411 294,586
TIGER GLOBAL PIP 1 LLC AT COST 3,000,034 2,089,814
TIGER GLOBAL PIP 1-O L.P. AT COST 1,511,884 1,370,158
TINICUM TAX EXEMPT LP AT COST 0 5,602,215
TWE DISC AGGREGATOR, LLC AT COST 2,032,485 2,880,000
OPPS III DELAWARE AIV I-B, L.P. (FKA TOP III DELAWARE AIV I-B, L.P.) AT COST 101,838 0
ULTRA CAPITAL RAV 1 2016 HOLDINGS LLC AT COST 1,125,000 1,125,000
ULTRA CAPITAL SUSTAINABLE INFRASTRUCTURE TE FEEDER FUND II AT COST 2,001,517 0
ULTRA CAPITAL RAV I FOLLOW-ON FUND BRIDGE LOAN AT COST 381,697 381,697
ULTRA RAV I FOLLOW-ON FEEDER AT COST 0 116,671
UNDERSCORE.VC FUND I, L.P. AT COST 1,044,789 2,352,612
UNDERSCORE.VC FUND II, L.P. AT COST 1,153,874 1,878,756
UNDERSCORE VC FUND II EXT AT COST 200,476 198,285
VENROCK ASSOCIATES V, L.P. AT COST 334,116 423,160
WESTCAP BG CONVERT AT COST 505,794 1,296,267
COMMUNITY FIRST PARTNERS, LLC FKA WESTCAP CELSIUS CO-INVEST 2021, LLC AT COST 2,011,923 309,398
WESTCAP FLYR CO-INVEST 2022, LLC AT COST 516,322 638,169
WESTCAP GOODLEAP CO-INVEST 2021, LLC AT COST 909,837 756,294
WESTCAP HOPPER 2021 CO-INVEST, LLC AT COST 1,006,209 1,251,989
WESTCAP STRATEGIC OPERATOR FUND II LP AT COST 4,068,703 4,452,245
WESTCAP STRATEGIC OPERATOR US FEEDER FUND, L.P. AT COST 2,137,899 17,421,276
WESTCAP STUB LLC AT COST 6,520,401 6,922,354
WILL VENTURES FUND II AT COST 681,273 402,882
XFUND 2, L.P. AT COST 954,143 2,422,074
XFUND 3, LP AT COST 278,411 236,523
ADDITION ONE, L.P. AT COST 2,441,660 3,473,526
ADDITION THREE LP AT COST 1,872,026 1,591,453
BERKSHIRE FUND VII, L.P. AT COST 89,160 69,691
BRAZOS EQUITY FUND II, LP AT COST 332,595 15,595
CHARLESBANK EQUITY COINVESTMENT FUND VI, LP AT COST 345,694 71,254
DENHAM COMMODITY PARTNERS FUND V LP AT COST 68,089 131,178
DENHAM IV CONTINUATION FUND LP AT COST 251,650 104,196
ETON PARK AT COST 6,982 139
GOF FEEDER A LP AT COST 0 628,932
NALANDA INDIA FUND LIMITED AT COST 984,909 5,354,697
RESOURCE CAPITAL FUND IV L.P. AT COST 247,980 118,840
RHO VENTURES V, LP AT COST 278,508 170,111
RIVA CAPITAL PARTNERS III, LP AT COST 867,390 876,532
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI L.P. AT COST 4,458,538 5,594,364
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII LP AT COST 3,090,298 4,487,097
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XIV LP AT COST 2,836,280 2,562,510
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XV FEEDER LP AT COST 1,749,905 1,353,021
TRG FORESTRY FUND 8-B LP AT COST 65,127 14,781
VENROCK ASSOCIATES VI, LP AT COST 0 3,497,590
VENROCK ASSOCIATES IV, LP AT COST 1,661,227 223,855
WLR RECOVERY FUND IV, L.P. AT COST 223,612 922
CHESTNUT HEDGE FUND LLC AT COST 9,635,639 12,735,140
SANKATY CREDIT OPPORTUNITIES IV LP (OFFSHORE) AT COST 1,663,099 1,479
DOVER STREET VI CAYMAN FUND LP AT COST 681,792 10,248
DOVER STREET VII CAYMAN FUND LP AT COST 31,030 38,439
MOON CAPITAL GLOBAL EQUITY OFFSHORE FUND LTD AT COST 33,070 15,164
NEW VERNON INDIA (CAYMAN) FUND II LP AT COST 0 39,458
LUXOR CAPITAL PARTNERS OFFSHORE FD AT COST 795,606 31,932
HILDENE OPPORTUNITIES OFFSHORE FUND LTD AT COST 0 7,378,501
PATRON CAPITAL III AT COST 578,671 32,507
RA CAPITAL NEXUS INTERNATIONAL FUND, L.P. AT COST 3,572,636 4,364,139
RA CAPITAL NEXUS INTERNATIONAL II FUND, L.P. AT COST 3,154,723 3,296,034
RA CAPITAL NEXUS INTERNATIONAL FUND III, L.P. AT COST 1,000,000 687,162
HIMALAYA CAPITAL INVESTORS OFFSHORE LP AT COST 0 8,482,686
YIHENG CAPITAL OFFSHORE FUND AT COST 9,500,000 9,533,795
ABDIEL QUALIFIED OFFSHORE PARTNERS LP AT COST 12,000,000 7,131,980
DRAGONEER OPPORTUNITIES OFFSHORE FEEDER V LP AT COST 4,753,874 4,163,647
DRAGONEER OPPORTUNITIES OFFSHORE FEEDER VI LP AT COST 486,570 140,867
DURABLE CAPITAL OPPORTUNITIES OFFSHORE FUND LP AT COST 406,841 266,307
HONGKOU CAPITAL OFFSHORE AT COST 3,000,000 1,310,523
TENFORE HOLDINGS OPPORTUNITY FUND I OFFSHORE AT COST 56,551 56,551
TENFORE HOLDINGS OFFSHORE FUND III AT COST 221,430 163,716
MAGIC SPOON INC AT COST 1,499,996 1,499,996
REGGORA INC AT COST 1,099,774 1,099,774
SLATE CRAFT GOODS - SERIES A-1 PREFERRED AT COST 1,499,949 1,499,949
SLATE CRAFT GOODS - SERIES A-9 PREFERRED AT COST 750,000 750,000
FLEETCOR TECHNOLOGIES INC AT COST 104 303,766
GUTSY SERIES A-4 PREFERRED STOCK AT COST 631,777 631,780
GUTSY SERIES A-3 PREFERRED STOCK AT COST 1,350,000 1,349,995
HERO HEALTH INC. AT COST 1,665,146 1,500,000
STREET SMARTS VR AT COST 1,000,044 1,000,044
STREET SMARTS VR CONVERTIBLE NOTE AT COST 252,216 0
CLOUDFLARE INC CLASS A CORP AT COST 17,907 470,547
CODA CO-0307 FUND I AT COST 1,000,000 1,000,000
LUCID GROUP INC AT COST 4,675 98,114
THS KINGSWAY - FRONTIER CONSUMER FUND AT COST 3,000,000 3,631,511

TY 2022 LandEtcSchedule2
Name:
RICHARD & SUSAN SMITH FAMILY FOUNDATION
EIN:
23-7090011
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LEASEHOLD IMPROVE 19,445 10,521 8,924 8,924
PHONE EQUIPMENT 9,939 9,939 0 0
FURNITURE & FIXTURE 101,209 101,209 0 0
LEASEHOLD IMPROVE 9,381 4,940 4,441 4,441


TY 2022 LegalFeesSchedule
Name:
RICHARD & SUSAN SMITH FAMILY FOUNDATION
EIN:
23-7090011
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 12,547 0   12,547


TY 2022 OtherAssetsSchedule
Name:
RICHARD & SUSAN SMITH FAMILY FOUNDATION
EIN:
23-7090011
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ART WORK 63,776 63,776 63,776
LEASEHOLD IMPROVEMENTS USED FOR CHARITABLE PURPOSES 377,108 377,108 377,108
EQUIPMENT USED FOR CHARITABLE PURPOSES 226,353 226,353 226,353


TY 2022 OtherExpensesSchedule
Name:
RICHARD & SUSAN SMITH FAMILY FOUNDATION
EIN:
23-7090011
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SUBSCRIPTION, DUES, AND MEMBERSHIP 69,290 0   69,290
INSURANCE 9,606 0   9,606
OFFICE EXPENSES 38,728 0   38,728
POSTAGE AND DELIVERY 4,185 0   4,185
IT AND TELECOM EXPENSES 65,760 0   65,760
PROFESSIONAL DEVELOPMENT 14,422 0   14,422
CONSULTING FEES 83,825 0   83,825
BANK FEES 255 0   255
EVENTS 167,200 0   167,200
REPAIRS AND MAINTENANCE 3,956 0   3,956


TY 2022 OtherIncomeSchedule2
Name:
RICHARD & SUSAN SMITH FAMILY FOUNDATION
EIN:
23-7090011
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CHESTNUT HEDGE FUND 26,617 24,491 26,617
OTHER INCOME FROM K-1S 1,588,585 1,590,711 1,588,585
OTHER INCOME FROM OFFSHORE FUNDS 271,313 271,313 271,313
OTHER INCOME FROM OTHER ENTITIES 442,012 442,012 442,012
OTHER INCOME FROM INVESTMENTS -794,501   -794,501


TY 2022 OtherIncreasesSchedule
Name:
RICHARD & SUSAN SMITH FAMILY FOUNDATION
EIN:
23-7090011
Description Amount
BOOK ADJUSTMENTS 127,395
REFUND OF TAXES 10,533


TY 2022 OtherProfessionalFeesSchedule
Name:
RICHARD & SUSAN SMITH FAMILY FOUNDATION
EIN:
23-7090011
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CHESTNUT HEDGE FUND 186,279 180,522   0
FROM K-1S 5,028,454 4,710,456   0
OTHER ENTITY 1,225,372 1,225,372   0
OTHER PROFESSIONAL FEES 8,000 0   8,000


TY 2022 TaxesSchedule
Name:
RICHARD & SUSAN SMITH FAMILY FOUNDATION
EIN:
23-7090011
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 26,412 25,365   0
MA TAX PAID 100,000 0   0
FEDERAL TAX PAID 2,300,000 0   0
MA FILING FEE 1,000 0   1,000