TY 2022 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

For calendar year 2022, or tax year beginning 11-01-2022 , and ending 10-31-2023

Name of foundation
THE NANCY LURIE MARKS FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)60 WILLIAM STREET SUITE 110
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
WELLESLEY, MA02481

A Employer identification number

04-2607232

B Telephone number (see instructions)

(617) 482-1776

C If exemption application is pending, check here right arrow

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

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

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

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

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

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

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

$147,662,217J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	953,096		943,952
4	Dividends and interest from securities...	1,406,961		1,402,474
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		2,207,428
b	Gross sales price for all assets on line 6a 3,526,275
7	Capital gain net income (from Part IV, line 2)...			2,000,933
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	-2,049,216	-1,897,258
12	Total. Add lines 1 through 11........	2,518,269		2,450,101
13	Compensation of officers, directors, trustees, etc.	752,400		0	752,400
14	Other employee salaries and wages......	381,434		0	381,434
15	Pension plans, employee benefits.......	213,673		0	213,673
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	156,080	0	156,080
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	34,424	17,212	17,212
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	1,895,563	1,752,523	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	291,496	90,835	200,500
19	Depreciation (attach schedule) and depletion...	List of Attached Documents: // Content	1,540	0
20	Occupancy..............	214,388		0	214,388
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	201,715	0	201,715
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	4,142,713		1,860,570	2,137,402
25	Contributions, gifts, grants paid.......	3,191,686			3,191,686
26	Total expenses and disbursements. Add lines 24 and 25	7,334,399		1,860,570	5,329,088
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-4,816,130
b	Net investment income (if negative, enter -0-)			589,531
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	3,811,048	2,145,731	2,145,731
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	122,979,150	List of Attached Documents: // Content 117,276,686	145,515,094
	14	Land, buildings, and equipment: basis 900,915
		Less: accumulated depreciation (attach schedule) 899,523	1,833	List of Attached Documents: // Content 1,392	1,392
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	126,792,031	119,423,809	147,662,217
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	126,792,031	119,423,809
	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).....	126,792,031	119,423,809
	30	Total liabilities and net assets/fund balances (see instructions).	126,792,031	119,423,809

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

126,792,031

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

-4,816,130

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

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

121,975,901

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

2,552,092

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

119,423,809

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
1 a	ABRAMS CAPITAL PARTNERS II, L.P.	P
b	ACR IV FEEDER C LP	P
c	ADAGE CAPITAL PARTNERS, L.P.	P
d	BAUPOST VALUE PARTNERS, L.P. - I	P
e	BRAZOS EQUITY FUND III, LP	P
	BROOKSIDE CAPITAL PARTNERS FUND, L.P.	P
	CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN EUROPE III	P
	CB OFFSHORE EQUITY FUND VIII, LP	P
	CB OFFSHORE EQUITY FUND IX LP	P
	CB OP AGGREGATOR II-B, LP	P
	CB OP FEEDER I, LP	P
	CB OP FEEDER II LP	P
	CB OP FEEDER V, LP	P
	CB OP FEEDER V-B, LP	P
	CB OP FEEDER VI, LP	P
	CB OP FEEDER VII, LP	P
	CHARLES RIVER INSTITUTIONAL FUND III, LP	P
	CHESTNUT HILL VENTURES, LLC	P
	DRIVE CAPITAL FUND III TE	P
	ELEPHANT PARTNERS I LP	P
	ELEPHANT PARTNERS II-B LP	P
	ENCAP ENERGY CAPITAL FUND VI-B, L.P.	P
	ENERGY CAPITAL PARTNERS II-B, LP	P
	FIKA VENTURES II	P
	FORTRESS CREDIT OPPORTUNITIES FUND V (A) LP	P
	FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (A) LP	P
	HILLHOUSE FUND IV LP	P
	HOLDCO OPPORTUNITIES FUND L.P.	P
	HOLDCO OPPORTUNITIES FUND II, L.P.	P
	HOLDCO OPPORTUNITIES FUND III, L.P.	P
	HOF III LIQUIDATING PARTNERSHIP LP	P
	IR&M CORE BOND FUND	P
	INTERNATIONAL RESEARCH EQUITY EXTENDED FUND	P
	LL MORTGAGE FUND LP	P
	LL PRIVATE LENDING FUND	P
	NAVITAS FUND LP - JVL ADVISORS	P
	OAKTREE VALUE EQUITY FUND (DELAWARE), L.P.	P
	QIMING US HEALTHCARE FUND II LP	P
	QIMING US HEALTHCARE FUND III LP	P
	QIMING VENTURE PARTNERS FUND V LP	P
	QIMING VENTURE PARTNERS VI LP	P
	QIMING VENTURE PARTNERS VII LP	P
	REVELATION HEALTHCARE FUND II LP	P
	RIVA CAPITAL PARTNERS IV LP	P
	REGENT OPPORTUNITY FUND IV, LLC	P
	THE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY TRUST	P
	SILVER LAKE PARTNERS III CAYMAN (AIV III), L.P.	P
	SILVER LAKE PARTNERS III DE (AIV II), L.P.	P
	SIXTH STREET OPPORTUNITIES PARTNERS II (B), L.P.	P
	SL SPV-2 LP	P
	SLP III EW FEEDER I, LP	P
	SUMMIT PARTNERS PRIVATE EQUITY FUND VII-B, L.P.	P
	TCG 2.0 - B	P
	TELEGRAPH HILL PARTNERS II, L.P.	P
	TELEGRAPH HILL PARTNERS III, L.P.	P
	TINICUM TAX EXEMPT LP	P
	UNDERSCORE VC FUND II LP	P
	US RESEARCH EQUITY EXTENDED FUND, L.P.	P
	VENROCK ASSOCIATES V, L.P.	P
	XFUND 2, LP - CLASS A	P
	XFUND 2, LP - CLASS B	P
	YORKTOWN ENERGY PARTNERS XI LP	P
	YORKTOWN ENERGY PARTNERS XII LP	P
	YT XII RENEWABLE AIV LP	P
	ADDITION ONE, L.P.	P
	ADDITION THREE (AIV) FEEDER, L.P.	P
	ADDITION THREE , L.P.	P
	BERKSHIRE FUND IX-A (IND), L.P.	P
	BERKSHIRE FUND IX-A IND VP AIV, L.P.	P
	CHARLESBANK EQUITY COINVESTMENT FUND VI, LP	P
	DENHAM COMMODITY PARTNERS FUND V LP	P
	FORTRESS CREDIT OPPORTUNITIES FUND IV(A) LP	P
	GOF FEEDER A LP (GLENDON OPPORTUNITIES FUND LP)	P
	NALANDA INDIA FUND LIMITED	P
	RIVA CAPITAL PARTNERS III, LP	P
	TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI L.P.	P
	SIXTH STREET OPPORTUNITIES PARTNERS III (B), L.P.	P
	VENROCK ASSOCIATES VI, LP	P
	VENROCK ASSOCIATES IV, LP	P
	WLR RECOVERY FUND IV DSS AIV, L.P.	P
	TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII, L.P.	P
	TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XIV, L.P.	P
	DOVER STREET VII CAYMAN FUND LP	P
	HILDENE OPPORTUNITIES OFFSHORE FUND LTD CLASS F	P
	CHESTNUT HEDGE FUND LLC	P
	GOULSTON & STORRS	P
	YORKTOWN ENERGY PARTNERS XI LP	P
	YORKTOWN ENERGY PARTNERS XII LP	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	39,800	8,022	31,778
b	110		110
c		31,635	-31,635
d	29,282	25,181	4,101
e	7,500		7,500
	370,897		370,897
	10,053		10,053
	63		63
	4,540		4,540
	13		13
	130		130
	111		111
	73		73
	6		6
	64		64
	32		32
	111,598		111,598
	255		255
		27,270	-27,270
	131,861		131,861
		486	-486
		142,086	-142,086
		105,064	-105,064
	210		210
	13,496		13,496
		1,487	-1,487
	28,282		28,282
	72,686		72,686
	11,975		11,975
		26,598	-26,598
	527,129		527,129
		367,613	-367,613
		50,208	-50,208
		9,824	-9,824
	202		202
		67,115	-67,115
	826,335		826,335
	18,881		18,881
		7,562	-7,562
	21,147		21,147
		17,033	-17,033
		44	-44
	57,187		57,187
	70,732	39,063	31,669
		188,041	-188,041
	74,767		74,767
	430		430
	26		26
	24,296		24,296
	2,874		2,874
	95		95
	3,795		3,795
	575		575
		224,630	-224,630
	420		420
	147,687		147,687
	18,456		18,456
	6,003		6,003
	251,565		251,565
	18,695		18,695
	7,526		7,526
	14,893		14,893
	5,899		5,899
	2,676		2,676
		8,879	-8,879
	253		253
		288	-288
	211,405		211,405
	234		234
		1	-1
	3,232		3,232
	11,764		11,764
	28,133		28,133
	6,478		6,478
		13,894	-13,894
	54,955		54,955
	30,837		30,837
	95,226		95,226
	2,547		2,547
	8		8
	53,046		53,046
		4,870	-4,870
	9,160		9,160
	46,966		46,966
		177,968	-177,968
	36,703	1,753	34,950
			20,830
			443

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			31,778
b			110
c			-31,635
d			4,101
e			7,500
			370,897
			10,053
			63
			4,540
			13
			130
			111
			73
			6
			64
			32
			111,598
			255
			-27,270
			131,861
			-486
			-142,086
			-105,064
			210
			13,496
			-1,487
			28,282
			72,686
			11,975
			-26,598
			527,129
			-367,613
			-50,208
			-9,824
			202
			-67,115
			826,335
			18,881
			-7,562
			21,147
			-17,033
			-44
			57,187
			31,669
			-188,041
			74,767
			430
			26
			24,296
			2,874
			95
			3,795
			575
			-224,630
			420
			147,687
			18,456
			6,003
			251,565
			18,695
			7,526
			14,893
			5,899
			2,676
			-8,879
			253
			-288
			211,405
			234
			-1
			3,232
			11,764
			28,133
			6,478
			-13,894
			54,955
			30,837
			95,226
			2,547
			8
			53,046
			-4,870
			9,160
			46,966
			-177,968
			34,950
			20,830
			443

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	2,000,933
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	8,194
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	8,194
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	8,194
6	Credits/Payments:

a	2022 estimated tax payments and 2021 overpayment credited to 2022	6a	436,919
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	436,919
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	428,725
11	Enter the amount of line 10 to be: Credited to 2023 estimated tax428,725	Refunded	11	0

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

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

on foundation managers. right arrow

$ 0

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

Yes

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

Yes

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

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

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

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

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

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

Form 990-PF (2022)

Page 5

Part VI-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website address right arrow

WWW.NLMFOUNDATION.ORG

The books are in care of right arrow

GOULSTON STORRS Telephone no. right arrow

(617) 482-1776

Located at right arrow

ONE POST OFFICE SQUAREBOSTONMA ZIP+4 right arrow

02109

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 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

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

Yes

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2022? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2022?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 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.) .....................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..

Form 990-PF (2022)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

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

5a(3)

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

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

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

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

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

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

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

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

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

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

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

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

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

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

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation
CATHY J LURIE	TRUSTEE 1.00	0	0
C/O GOULSTON STORRS ONE POST OFFICE SQUARE BOSTON,MA02109	TRUSTEE 1.00	0	0
JEFFREY R LURIE	TRUSTEE 1.00	0	0
C/O GOULSTON STORRS ONE POST OFFICE SQUARE BOSTON,MA02109	TRUSTEE 1.00	0	0
MARK D BALK	TRUSTEE 1.00	0	0
C/O GOULSTON STORRS ONE POST OFFICE SQUARE BOSTON,MA02109	TRUSTEE 1.00	0	0
HARVEY E CUSHING	TRUSTEE 20.00	154,500	0
C/O GOULSTON STORRS ONE POST OFFICE SQUARE BOSTON,MA02109	TRUSTEE 20.00	154,500	0
NANCY L MARKS	TRUSTEE 1.00	0	0
C/O GOULSTON STORRS ONE POST OFFICE SQUARE BOSTON,MA02109	TRUSTEE 1.00	0	0
RICHARD B DENNING	TRUSTEE 20.00	167,200	5,849
C/O NLM FOUNDATION 60 WILLIAM ST WELLESLEY,MA02481	TRUSTEE 20.00	167,200	5,849
CLARENCE SCHUTT	DIRECTOR 40.00	430,700	20,697
C/O NLM FOUNDATION 60 WILLIAM ST WELLESLEY,MA02481	DIRECTOR 40.00	430,700	20,697

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
JUDITH CHAN	DIRECTOR OF COMMUNIC 40.00	128,667	54,530	0
C/O NLM FOUNDATION 60 WILLIAM ST WELLESLEY,MA02481	DIRECTOR OF COMMUNIC 40.00	128,667	54,530	0
ELIZABETH ZWICK	DIRECTOR OF COMMUNIT 40.00	128,667	45,227	0
C/O NLM FOUNDATION 60 WILLIAM ST WELLESLEY,MA02481	DIRECTOR OF COMMUNIT 40.00	128,667	45,227	0
ELEONORA SILAYEVA	EXECUTIVE ASSOCIATE 40.00	124,100	25,124	0
C/O NLM FOUNDATION 60 WILLIAM ST WELLESLEY,MA02481	EXECUTIVE ASSOCIATE 40.00	124,100	25,124	0




Total number of other employees paid over $50,000...................				0

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 ADVISORY FEES	196,786
100 SUMMER STREET BOSTON,MA02110	INVESTMENT ADVISORY FEES	196,786
GOULSTON & STORRS PC	CUSTODIAL & LEGAL FEES	156,080
ONE POST OFFICE SQUARE BOSTON,MA02109	CUSTODIAL & LEGAL FEES	156,080
KENNETH M FARBER	CONSULTING	81,401
C/O NLM FOUNDATION 60 WILLIAM ST WELLESLEY,MA02481	CONSULTING	81,401

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

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1	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	NONE	0
2


All other program-related investments. See instructions.
3

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

Form 990-PF (2022)

Page 8

Part IX

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

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

purposes:

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

141,736,711

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

3,837,443

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

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

145,574,154

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

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

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

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

145,574,154

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

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

2,183,612

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

143,390,542

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

7,169,527

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

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

7,169,527

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

8,194

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

1,099

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

9,293

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

7,160,234

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

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

7,160,234

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

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

7,160,234

Part XI

Qualifying Distributions (see instructions)

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

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

5,329,088

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

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

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

1,099

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

5,330,187

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				7,160,234
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only.......			1,105,597
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: $ 5,330,187
a Applied to 2021, but not more than line 2a			1,105,597
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.....				4,224,590
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 ..........				2,935,644
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)

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

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2022	(b) 2021	(c) 2020	(d) 2019	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

NANCY L MARKS

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

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

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
3L PLACE 212 HOLLAND STREET SOMERVILLE,MA021441975	NONE	PC	PUBLIC WELFARE	25,000
AMERICAN EXPRESS BATES COLLEGE LEWISTON MAINE,ME04240	NONE	PC	MEDICAL RESEARCH	10,000
ASPERGERAUTISM NETWORK 51 WATER STREET SUITE 206 WATERTOWN,MA02472	NONE	PC	MEDICAL RESEARCH	100
BETH ISRAEL DEACONESS MEDICAL CENTER 3 BLACKFAN CIRCLE BOSTON,MA02115	NONE	PC	MEDICAL RESEARCH	3,600
BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM 780 ALBANY ST BOSTON,MA02118	NONE	PC	PUBLIC WELFARE	10,000
DOUG FLUTIE JR FOUNDATION FOR AUTISM 1661 WORCESTER RD SUITE 205B FRAMINGHAM,MA01701	NONE	PC	MEDICAL RESEARCH	25,000
FRAXA RESEARCH FOUNDATION INC 46 LOVELL ROAD WATERTOWN,MA02472	NONE	PC	MEDICAL RESEARCH	25,000
HEBREW SENIOR LIFE 1200 CENTRE STREET BOSTON,MA02131	NONE	PC	PUBLIC WELFARE	10,000
HOSPICE FOUNDATION OF AMERICA 1707 L STREET NW SUITE 220 WASHINGTON,DC20036	NONE	PC	MEDICAL RESEARCH	50,000
INSAR 400 ADMIRAL BLVD KANSAS CITY,MO64106	NONE	PC	MEDICAL RESEARCH	10,000
MAINE MEDICAL CENTER 1 RIVERFRONT PLAZA WESTBROOK WESTBROOK,ME04092	NONE	PC	MEDICAL RESEARCH	353,354
MASSACHUSETTS ADVOCATES FOR CHILDREN 25 KINGSTON ST 2F BOSTON,MA02111	NONE	PC	PUBLIC WELFARE	95,000
MASSACHUSETTS EYE AND EAR INFIRMARY BANK OF AMERICA NA PO BOX 412356 BOSTON,MA02241	NONE	PC	MEDICAL RESEARCH	274,759
MASSACHUSETTS GENERAL HOSPITAL MGH DEVELOPMENT OFFICE 125 NASHUA STREET SUITE 540 BOSTON,MA02114	NONE	PC	MEDICAL RESEARCH	1,183,333
MERWIN MEMORIAL FREE CLINIC FOR ANIMALS INC 542 CAMBRIDGE ST ALLSTON,MA02134	NONE	PC	PUBLIC WELFARE	550
MSCPA 350 SOUTH HUNTINGTON AVENUE BOSTON,MA02130	NONE	PC	PUBLIC WELFARE	106
MUSEUM OF FINE ARTS MUSEUM OF FINE ARTS 465 HUNTINGTON AVE BOSTON,MA02115	NONE	PC	PUBLIC WELFARE	90
NEW ENGLAND YACHAD 384 HARVARD ST BROOKLINE,MA02446	NONE	PC	PUBLIC WELFARE	25,000
PAN MASSACHUSETTS CHALLENGE INC - DANA FARBER 77 4TH STREET NEEDHAM,MA02494	NONE	PC	MEDICAL RESEARCH	300
PRESIDENT AND FELLOWS OF HARVARD COLLEGE PO BOX 415649 BOSTON,MA02241	NONE	PC	EDUCATION	642,244
PROJECT BREAD 145 BORDER STREET EAST BOSTON,MA021281903	NONE	PC	PUBLIC WELFARE	200
RUTGERS UNIVERSITY 33 KNIGHTSBRIDGE ROAD 2ND FLOOR EAST PISCATAWAY,NJ08854	NONE	PC	EDUCATION	125,000
THE ARC OF MASSACHUSETTS 217 SOUTH ST WALTHAM,MA02453	NONE	PC	PUBLIC WELFARE	50
THE NEW YORK STEM CELL FOUNDATION 619 WEST 54TH STREET 3RD FLOOR NEW YORK,NY10019	NONE	PC	MEDICAL RESEARCH	195,500
UMASS MEDICAL SCHOOL PO333 SOUTH STREET SHREWSBURY,MA01545	NONE	PC	EDUCATION	2,500
UNIVERSITY OF MASSACHUSETTS 55 LAKE AVENUE NORTH WORCESTER,MA016550002	NONE	PC	EDUCATION	50,000
YALE UNIVERSITY PO BOX 1873 NEW HAVEN,CT065081873	NONE	PC	EDUCATION	75,000
Total ................................. 3a				3,191,686

bApproved for future payment
3L PLACE 212 HOLLAND STREET SOMERVILLE,MA021441975	NONE	PC	PUBLIC WELFARE	25,000
HARVARD MEDICAL SCHOOL 25 SHATTUCK ST BOSTON,MA02115	NONE	PC	EDUCATION	613,639
HOSPICE FOUNDATION OF AMERICA 1707 L STREET NW SUITE 220 WASHINGTON,DC20036	NONE	PC	MEDICAL RESEARCH	36,983
IPSC RESOURCE WITH THE SIMONS FOUNDATION 160 FIFTH AVENUE 7TH FLOOR NEW YORK,NY10010	NONE	PC	MEDICAL RESEARCH	229,500
MA EYE AND EAR BANK OF AMERICA NA PO BOX 412356 BOSTON,MA02241	NONE	PC	MEDICAL RESEARCH	823,809
MAC 25 KINGSTON ST 2F BOSTON,MA02111	NONE	PC	PUBLIC WELFARE	70,000
MAINE MEDICAL CENTER 1 RIVERFRONT PLAZA WESTBROOK WESTBROOK,ME04092	NONE	PC	MEDICAL RESEARCH	394,809
MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON,MA02114	NONE	PC	MEDICAL RESEARCH	1,699,999
NEW ENGLAND YACHAD 384 HARVARD ST BROOKLINE,MA02446	NONE	PC	PUBLIC WELFARE	25,000
RUTGERS UNIVERSITY 33 KNIGHTSBRIDGE ROAD 2ND FLOOR EAST PISCATAWAY,NJ08854	NONE	PC	EDUCATION	375,000
YALE (HAFLER) 333 CEDAR STREET NEW HAVEN,CT06510	NONE	PC	MEDICAL RESEARCH	150,000
Total ................................. 3b				4,443,739

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........	900001	9,144	14	943,952
4 Dividends and interest from securities ....	900001	4,487	14	1,402,474
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 .....			18
8 Gain or (loss) from sales of assets other than inventory ............	900001	206,494	18	2,000,933
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aOTHER INCOME/LOSS FROM K-1S	900001	-151,958	14	-1,897,258
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		68,167		2,450,101	0

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

2,518,268

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2022)

Page 13

Part XVI

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2022)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2022 AccountingFeesSchedule

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
DELOITTE TAX LLP	34,424	17,212		17,212

- TIN:

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

TY 2022 DepreciationSchedule

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense
FURNITURE	1996-06-01	11,953	11,953	200DB	7.000000000000	0
COMPUTER	1996-06-01	13,214	13,214	200DB	5.000000000000	0
LEASEHOLD IMPROVEM	1997-06-01	2,436	2,411	200DB	7.000000000000	0
FURNITURE	1997-06-01	3,559	3,520	200DB	7.000000000000	0
EQUIPMENT	1997-06-01	5,302	5,302	200DB	5.000000000000	0
OFFICE EQUIPMENT	1997-09-15	16,741	16,209	200DB	7.000000000000	0
ARCHITECT	1997-09-15	2,178	2,109	200DB	7.000000000000	0
LEASEHOLD IMPROVEM	1998-05-01	11,833	11,833	200DB	7.000000000000	0
LEASEHOLD IMPROVEM	1997-12-01	405	405	200DB	7.000000000000	0
EQUIPMENT	1998-01-01	9,828	9,828	200DB	5.000000000000	0
EQUIPMENT	1998-06-01	19,629	19,629	200DB	5.000000000000	0
EQUIPMENT	1998-09-01	13,773	13,773	200DB	5.000000000000	0
FURNITURE	1997-12-01	3,471	3,471	200DB	7.000000000000	0
LEASEHOLD IMPROVEM	1998-03-01	12,182	12,182	200DB	7.000000000000	0
COMPUTER	1999-04-01	15,821	15,821	200DB	5.000000000000	0
FURNITURE	1999-04-01	291	291	200DB	7.000000000000	0
COMPUTER	2000-10-25	2,480	2,399	200DB	5.000000000000	0
COMPUTER MONITOR	2000-09-29	2,180	2,109	200DB	5.000000000000	0
COMPUTER EQUIPMENT	2000-02-28	3,468	3,468	200DB	5.000000000000	0
FURNITURE	2001-08-06	950	950	200DB	7.000000000000	0
FURNITURE	2001-06-21	1,275	1,275	200DB	7.000000000000	0
OFFICE EQUIPMENT	2001-04-26	30,048	30,048	200DB	5.000000000000	0
COMPUTER EQUIPMENT	2001-07-23	10,955	10,955	200DB	5.000000000000	0
EQUIPMENT	2001-05-21	887	886	200DB	5.000000000000	0
LCD MONITOR	2002-03-18	719	719	200DB	5.000000000000	0
EQUIPMENT	2002-05-06	3,452	3,452	200DB	5.000000000000	0
HARD DRIVE	2002-06-26	245	245	200DB	5.000000000000	0
FURNITURE	2003-05-01	3,258	3,258	200DB	7.000000000000	0
LEASEHOLD IMPROV.	2002-11-08	630	629	200DB	7.000000000000	0
LEASEHOLD IMPROV.	2003-03-14	1,508	1,508	200DB	7.000000000000	0
COMPUTER EQUIPMENT	2004-05-01	95,520	47,760	200DB	5.000000000000	0
COMPUTER EQUIPMENT	2005-05-01	42,977	42,977	200DB	5.000000000000	0
FURNITURE	2006-05-01	208,166	208,165	200DB	7.000000000000	0
FURNITURE	2007-05-01	31,261	31,261	200DB	7.000000000000	0
FURNITURE	2008-05-01	23,396	11,698	200DB	7.000000000000	0
COMPUTER EQUIPMENT	2009-04-01	14,855	7,427	200DB	5.000000000000	0
FURNITURE	2010-05-01	53,761	26,879	200DB	7.000000000000	0
FURNITURE	2011-07-01	7,703		200DB	5.000000000000	0
FURNITURE	2011-11-15	13,219		200DB	5.000000000000	0
FURNITURE	2013-01-15	14,369	7,184	200DB	5.000000000000	0
FURNITURE	2014-05-15	10,060	5,030	200DB	5.000000000000	0
FURNITURE	2015-02-27	6,369	2,776	200DB	5.000000000000	0
FURNITURE	2016-04-01	8,753	4,376	200DB	5.000000000000	0
FURNITURE	2017-03-31	1,709	740	200DB	7.000000000000	76
FURNITURE	2017-05-01	619	269	200DB	7.000000000000	28
FURNITURE	2017-06-02	1,106	478	200DB	7.000000000000	49
FURNITURE	2017-08-30	126	55	200DB	7.000000000000	6
FURNITURE	2017-10-02	2,249	973	200DB	7.000000000000	100
COMPUTER	2017-01-23	80	36	200DB	7.000000000000	4
COMPUTER	2017-05-24	2,259	1,129	200DB	5.000000000000	0
COMPUTER	2017-06-09	2,991	1,494	200DB	5.000000000000	0
COMPUTER	2017-07-05	1,639	818	200DB	5.000000000000	0
COMPUTER	2017-09-26	2,558	1,279	200DB	5.000000000000	0
COMPUTER	2017-12-05	5,130	2,416	200DB	5.000000000000	148
FURNITURE	2017-12-30	294	114	200DB	7.000000000000	13
COMPUTER	2018-01-22	44	21	200DB	5.000000000000	1
COMPUTER	2018-08-30	422	199	200DB	5.000000000000	12
FURNITURE	2018-10-01	98	38	200DB	7.000000000000	4
FURNITURE	2018-11-30	340		200DB	7.000000000000	0
COMPUTER	2019-04-23	283		200DB	5.000000000000	0
FURNITURE	2019-05-01	1,499		200DB	7.000000000000	0
COMPUTER	2019-05-06	7,250		200DB	5.000000000000	0
EQUIPMENT	2019-05-29	54,027		200DB	5.000000000000	0
COMPUTER	2019-07-02	3,248		200DB	5.000000000000	0
COMPUTER	2019-07-08	10,530		200DB	5.000000000000	0
EQUIPMENT	2019-07-19	42,931		200DB	5.000000000000	0
FURNITURE	2019-08-01	1,965		200DB	7.000000000000	0
EQUIPMENT	2019-08-06	14,215		200DB	5.000000000000	0
FURNITURE	2019-08-30	480		200DB	7.000000000000	0
COMPUTER	2019-09-25	1,600		200DB	5.000000000000	0
FURNITURE	2019-10-30	565		200DB	7.000000000000	0
FURNITURE	2019-11-29	1,200		200DB	7.000000000000	0
FURNITURE	2020-03-02	18		200DB	7.000000000000	0
EQUIPMENT	2020-04-22	49		200DB	5.000000000000	0
COMPUTER	2021-11-05	1,465		200DB	5.000000000000	0
FURNITURE	2022-06-01	1,747		200DB	7.000000000000	0
FURNITURE	2023-04-11	1,099		200DB	7.000000000000	1,099

- TIN:

TY 2022 InvestmentsOtherSchedule2

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
ABRAMS CAPITAL PARTNERS II, L.P.	AT COST	479,032	450,396
ADAGE CAPITAL PARTNERS, L.P.	AT COST	10,931,254	13,965,718
ADDITION TWO LP	AT COST	832,520	959,412
ATLAS CAPITAL RESOURCES IV LP	AT COST	1,009,398	897,579
BAUPOST VALUE PARTNERS, L.P. - I	AT COST	1,680,968	1,709,511
BRAZOS EQUITY FUND III, LP	AT COST	0	28,469
BRIGHTSTAR CAPITAL PARTNERS FUND II-A LP	AT COST	600,214	1,031,017
BROOKSIDE CAPITAL PARTNERS FUND, L.P.	AT COST	50,779	472
CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN EUROPE III	AT COST	162,727	69,821
CA RESOURCES FUND (U.S. TAX-EXEMPT), L.P. - SERIES BAIN X	AT COST	18,607	130,215
CB OFFSHORE EQUITY FUND VIII, LP	AT COST	685,231	1,060,309
CB OFFSHORE EQUITY FUND IX LP	AT COST	187,457	193,551
CHARLESBANK OFFSHORE EQUITY FUND IX LTD	AT COST	1,000,409	1,225,200
CB OFFSHORE EQUITY OVERAGE FUND X, LP	AT COST	178,742	212,034
CB OFFSHORE EQUITY FUND X, LP	AT COST	556,620	554,519
CENTER ROCK CAPITAL PARTNERS FUND I-A LP	AT COST	1,028,008	1,553,687
CENTER ROCK CAPITAL PARTNERS FUND II-A LP	AT COST	273,966	126,512
CHARLES RIVER INSTITUTIONAL FUND II LP	AT COST	401,175	530,877
CHARLES RIVER INSTITUTIONAL FUND III, LP	AT COST	314,308	525,441
CHESTNUT HILL VENTURES, LLC	AT COST	10,864	9,539
COLUMBIA CAPITAL EQUITY PARTNERS VIII-B	AT COST	329,541	0
COVENANT APARTMENT FUND XI INSTITUTIONAL LP	AT COST	626,369	405,997
DAVIDSON KEMPNER OPPORTUNITOES INTERNATIONAL VI (AIV-TE) LP	AT COST	62,014	51,796
DCVC VI LP	AT COST	222,987	188,165
DEFINE VENTURES FUND II LP	AT COST	588,112	592,246
DRIVE CAPITAL FUND III TE	AT COST	919,468	1,154,855
ELEPHANT PARTNERS I LP	AT COST	0	945,767
ELEPHANT PARTNERS II-B LP	AT COST	504,321	1,360,160
ELEPHANT PARTNERS III-B LP	AT COST	910,568	1,212,443
ELEPHANT PARTNERS IV-B LP	AT COST	643,571	667,072
FIKA VENTURES II	AT COST	624,061	1,092,501
FIKA VENTURES III	AT COST	187,807	174,284
FORTRESS CREDIT OPPORTUNITIES FUND V (A) LP	AT COST	866,415	1,120,163
FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (A) LP	AT COST	611,975	492,429
HILLHOUSE FUND IV LP	AT COST	1,360,992	1,793,589
HOLDCO OPPORTUNITIES FUND L.P.	AT COST	441,684	0
HOLDCO OPPORTUNITIES FUND II, L.P.	AT COST	166,883	145,879
HOF III LIQUIDATING PARTNERSHIP LP	AT COST	433,790	248,747
IR&M CORE BOND FUND	AT COST	12,563,017	12,731,992
INTERNATIONAL RESEARCH EQUITY EXTENDED FUND	AT COST	4,040,609	4,990,342
KLAR PARTNERS II	AT COST	101,475	95,686
LL MORTGAGE FUND LP	AT COST	1,959,529	2,123,676
MARCUS CAPITAL PARTNERS FUND II LP	AT COST	279,444	372,628
QIMING US HEALTHCARE FUND II LP	AT COST	1,415,197	1,718,462
QIMING US HEALTHCARE FUND III LP	AT COST	248,845	205,327
QIMING VENTURE PARTNERS FUND V LP	AT COST	514,027	1,003,034
QIMING VENTURE PARTNERS VI LP	AT COST	644,765	1,072,492
QIMING VENTURE PARTNERS VII LP	AT COST	640,007	806,164
QIMING VENTURE PARTNERS VIII LP	AT COST	127,355	109,101
QIMING VENTURE PARTNERS VIII-HC LP	AT COST	102,801	83,014
REGENT OPPORTUNITY FUND IV, LLC	AT COST	810,185	801,139
REGIMENT CAPITAL SPECIAL SITUATIONS FUND V, L.P.	AT COST	301,343	11,874
REVELATION HEALTHCARE FUND II LP	AT COST	297,669	496,553
REVELATION HEALTHCARE FUND III LP	AT COST	697,069	633,565
RIVA CAPITAL PARTNERS IV LP	AT COST	1,102,948	1,698,423
THE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY TRUST	AT COST	8,194,177	6,392,370
SILVER LAKE PARTNERS III, LP	AT COST	41,687	26,762
SILVER LAKE PARTNERS III CAYMAN (AIV III), L.P.	AT COST	235,712	0
SILVER LAKE PARTNERS III DE (AIV II), L.P.	AT COST	29,673	0
SL SPV-1 FEEDER I L.P	AT COST	4,292	88,349
SL SPV-2 LP	AT COST	0	113,728
SLP III EW FEEDER I, LP	AT COST	17,225	0
SUMMIT PARTNERS PRIVATE EQUITY FUND VII-B, L.P.	AT COST	957	41,064
TCG 2.0 - B	AT COST	1,743,300	2,652,661
TELEGRAPH HILL PARTNERS III, L.P.	AT COST	626,034	1,056,386
TINICUM TAX EXEMPT LP	AT COST	971,199	1,861,446
SIXTH STREET OPPORTUNITIES PARTNERS II (B), L.P.	AT COST	0	14,210
TWO SIGMA INTERNATIONAL CORE FUND LP	AT COST	6,690,993	7,532,312
UNDERSCORE VC FUND II LP	AT COST	589,420	905,123
US RESEARCH EQUITY EXTENDED FUND, L.P.	AT COST	1,865,056	4,361,423
VENROCK ASSOCIATES V, L.P.	AT COST	257,685	108,616
XFUND 2, LP	AT COST	496,179	1,128,199
XFUND 3, LP	AT COST	176,706	129,014
YORKTOWN ENERGY PARTNERS XI LP	AT COST	479,524	947,847
YORKTOWN ENERGY PARTNERS XII LP	AT COST	815,338	1,237,344
ADDITION ONE, L.P.	AT COST	707,193	1,110,070
ADDITION THREE, L.P.	AT COST	568,295	613,363
ADDITION FOUR, L.P.	AT COST	136,000	38,308
BERKSHIRE FUND VII, L.P.	AT COST	10,927	37,394
BERKSHIRE FUND IX-A (IND), L.P.	AT COST	736,914	1,372,371
BRAZOS EQUITY FUND II, LP	AT COST	190,921	4,726
CHARLESBANK EQUITY COINVESTMENT FUND VI, LP	AT COST	341,305	12,979
DENHAM COMMODITY PARTNERS FUND V LP	AT COST	0	72,103
DENHAM IV CONTINUATION FUND LP	AT COST	286,947	44,220
ETON PARK OVERSEAS FUND LTD	AT COST	394,176	50
FORTRESS CREDIT OPPORTUNITIES FUND IV(A) LP	AT COST	433,936	531,324
GOF FEEDER A LP (GLENDON OPPORTUNITIES FUND LP)	AT COST	0	275,337
NALANDA INDIA FUND LIMITED	AT COST	296,808	2,261,753
RESOURCE CAPITAL FUND IV L.P.	AT COST	136,222	52,308
RHO VENTURES V, LP	AT COST	21,576	33,383
RIVA CAPITAL PARTNERS III, LP	AT COST	63,428	212,045
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI L.P.	AT COST	918,111	1,338,643
TOP III DELAWARE AIV I-B, L.P.	AT COST	39,718	0
SIXTH STREET OPPORTUNITIES PARTNERS III (B), L.P.	AT COST	261,681	272,389
TRG FORESTRY FUND 8-B LP	AT COST	33,270	2,073
VENROCK ASSOCIATES VI, LP	AT COST	0	1,731,878
VENROCK ASSOCIATES IV, LP	AT COST	273,614	112,035
WLR RECOVERY FUND IV, L.P.	AT COST	79,254	307
WLR IV LOANS AIV, L.P.	AT COST	3,486	0
TCG 3.0-B, LP	AT COST	475,121	496,035
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII, L.P.	AT COST	858,249	1,065,989
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XIV, L.P.	AT COST	945,425	789,240
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XV FEEDER, L.P.	AT COST	674,964	527,435
AVORO LIFE SCIENCES OFFSHORE FUND	AT COST	2,000,000	1,988,081
COATUE OFFSHORE FUND LTD	AT COST	2,200,000	3,657,365
DOVER STREET VI CAYMAN FUND LP	AT COST	0	5,930
DOVER STREET VII CAYMAN FUND LP	AT COST	0	25,622
GOF II FEEDER A	AT COST	1,125,000	1,505,524
HILDENE OPPORTUNITIES OFFSHORE FUND LTD CLASS F	AT COST	1,721,453	2,746,184
LUXOR CAPITAL PARTNERS OFFSHORE FD	AT COST	244,151	182,605
MOON CAPITAL GLOBAL EQUITY OFFSHORE FUND LTD	AT COST	69,840	8,782
NEW VERNON INDIA (CAYMAN) FUND II LP	AT COST	440,071	20,640
PATRON CAPITAL III	AT COST	406,006	11,108
RA CAPITAL HEALTHCARE INTERNATIONAL FUND LP	AT COST	1,872,774	2,196,973
RA CAPITAL NEXUS INTERNATIONAL FUND LP	AT COST	766,050	1,144,470
RA CAPITAL NEXUS INTERNATIONAL FUND II LP	AT COST	1,001,687	1,230,721
RA CAPITAL NEXUS INTERNATIONAL FUND III, L.P	AT COST	500,000	374,890
SANKATY CREDIT OPPORTUNITIES IV LP (OFFSHORE)	AT COST	302,699	208
THE KINGSWAY - FRONTIER CONSUMER FUND	AT COST	1,098,779	1,276,617
TWO SIGMA ATIVE EXTENSION US ALL CAP EQUITY CAYMAN FUND LTD	AT COST	2,000,000	7,158,631
YIHENG CAPITAL OFFSHORE FUND	AT COST	2,200,000	1,787,623
HIMALAYA CAPITAL INVESTORS OFFSHORE FD	AT COST	2,000,000	2,088,280
CHESTNUT HEDGE FUND LLC	AT COST	5,498,246	7,431,970
GOLDMAN SACHS	AT COST	35,896	36,205
COMMON STOCK/TUKMAN/WEATHERBIE	AT COST	100	118,665
ISHARES CORE MSCI EMERGING MKTS ETF	AT COST	171,767	130,516
TOUCHSTONE SANDS CAPITAL EMERGING MKTS GRO FUND	AT COST	1,750,347	987,862
CARRONADE CAPITAL OFFSHORE	AT COST	2,000,000	1,961,166

- TIN:

TY 2022 LandEtcSchedule2

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value
FURNITURE	11,953	11,953	0
COMPUTER	13,214	13,214	0
LEASEHOLD IMPROVEM	2,436	2,411	25
FURNITURE	3,559	3,520	39
EQUIPMENT	5,302	5,302	0
OFFICE EQUIPMENT	16,741	16,209	532
ARCHITECT	2,178	2,109	69
LEASEHOLD IMPROVEM	11,833	11,833	0
LEASEHOLD IMPROVEM	405	405	0
EQUIPMENT	9,828	9,828	0
EQUIPMENT	19,629	19,629	0
EQUIPMENT	13,773	13,773	0
FURNITURE	3,471	3,471	0
LEASEHOLD IMPROVEM	12,182	12,182	0
COMPUTER	15,821	15,821	0
FURNITURE	291	291	0
COMPUTER	2,480	2,399	81
COMPUTER MONITOR	2,180	2,109	71
COMPUTER EQUIPMENT	3,468	3,468	0
FURNITURE	950	950	0
FURNITURE	1,275	1,275	0
OFFICE EQUIPMENT	30,048	30,048	0
COMPUTER EQUIPMENT	10,955	10,955	0
EQUIPMENT	887	886	1
LCD MONITOR	719	719	0
EQUIPMENT	3,452	3,452	0
HARD DRIVE	245	245	0
FURNITURE	3,258	3,258	0
LEASEHOLD IMPROV.	630	629	1
LEASEHOLD IMPROV.	1,508	1,508	0
COMPUTER EQUIPMENT	95,520	95,520	0
COMPUTER EQUIPMENT	42,977	42,977	0
FURNITURE	208,166	208,165	1
FURNITURE	31,261	31,261	0
FURNITURE	23,396	23,396	0
COMPUTER EQUIPMENT	14,855	14,855	0
FURNITURE	53,761	53,760	1
FURNITURE	7,703	7,703	0
FURNITURE	13,219	13,219	0
FURNITURE	14,369	14,369	0
FURNITURE	10,060	10,060	0
FURNITURE	6,369	5,961	408
FURNITURE	8,753	8,752	1
FURNITURE	1,709	1,670	39
FURNITURE	619	606	13
FURNITURE	1,106	1,080	26
FURNITURE	126	124	2
FURNITURE	2,249	2,198	51
COMPUTER	80	80	0
COMPUTER	2,259	2,259	0
COMPUTER	2,991	2,990	1
COMPUTER	1,639	1,637	2
COMPUTER	2,558	2,558	0
COMPUTER	5,130	5,129	1
FURNITURE	294	274	20
COMPUTER	44	44	0
COMPUTER	422	422	0
FURNITURE	98	91	7
FURNITURE	340	340	0
COMPUTER	283	283	0
FURNITURE	1,499	1,499	0
COMPUTER	7,250	7,250	0
EQUIPMENT	54,027	54,027	0
COMPUTER	3,248	3,248	0
COMPUTER	10,530	10,530	0
EQUIPMENT	42,931	42,931	0
FURNITURE	1,965	1,965	0
EQUIPMENT	14,215	14,215	0
FURNITURE	480	480	0
COMPUTER	1,600	1,600	0
FURNITURE	565	565	0
FURNITURE	1,200	1,200	0
FURNITURE	18	18	0
EQUIPMENT	49	49	0
COMPUTER	1,465	1,465	0
FURNITURE	1,747	1,747	0
FURNITURE	1,099	1,099	0

- TIN:

TY 2022 LegalFeesSchedule

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
GOULSTON & STORRS	156,080	0		156,080

- TIN:

TY 2022 OtherDecreasesSchedule

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Description	Amount
OTHER ADJUSTMENT	2,552,092

- TIN:

TY 2022 OtherExpensesSchedule

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
CONSULTING	118,186	118,186
BOOKS & SUBSCRIPTIONS	6,070	6,070
MAILING FEES	274	274
OFFICE EXPENSES	1,420	1,420
PROGRAM DEVELOPMENT	33,106	33,106
UTILITIES	15,959	15,959
INSURANCE	14,287	14,287
PROFESSIONAL DEVELOPMENT	25	25
SUPPLIES	7,666	7,666
SYMPOSIA	4,722	4,722

- TIN:

TY 2022 OtherIncomeSchedule2

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
CHESTNUT HEDGE FUND	18,865	17,362	18,865
OTHER INCOME FROM K-1S	-167,121	-165,618	-167,121
OTHER INCOME FROM OFFSHORE FUNDS	109,546	109,546	109,546
FIDELITY	38,710	38,710	38,710
OTHER INCOME/LOSS FROM K-1S	-2,049,216	-1,897,258	-2,049,216

- TIN:

TY 2022 OtherProfessionalFeesSchedule

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Category	Amount	Net Investment Income
CHESTNUT HEDGE FUND	132,020	121,498
FROM K-1S	1,564,428	1,431,910
CAMBRIDGE ASSOCIATES LLC	196,786	196,786
FIDELITY	2,329	2,329

- TIN:

TY 2022 TaxesSchedule

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
FOREIGN TAXES PAID	90,996	90,835	0
FEDERAL TAX	200,000	0	200,000
MA PC FEE	500	0	500