Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 05-01-2023 , and ending 04-30-2024
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$369,261,462J 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) 935,101
2 Check right arrow.............
3 Interest on savings and temporary cash investments 858,725 844,025  
4 Dividends and interest from securities... 1,915,958 1,914,246  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,940,395
b Gross sales price for all assets on line 6a 10,146,127
7 Capital gain net income (from Part IV, line 2)... 1,885,552
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
31,673 233,832  
12 Total. Add lines 1 through 11........ 5,681,852 4,877,655  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,037,945 0   1,037,945
14 Other employee salaries and wages...... 183,500 0   183,500
15 Pension plans, employee benefits....... 332,934 0   332,934
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
17,813 0   17,813
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
63,443 31,722   31,721
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
5,810,310 5,654,166   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
214,276 14,274   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
740 0  
20 Occupancy.............. 201,817 0   201,817
21 Travel, conferences, and meetings....... 4,962 0   4,962
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
388,816 0   388,816
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,256,556 5,700,162   2,199,508
25 Contributions, gifts, grants paid....... 18,236,150 18,236,150
26 Total expenses and disbursements. Add lines 24 and 25 26,492,706 5,700,162   20,435,658
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -20,810,854
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 37,300,592 7,657,251 7,657,251
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) 315,229 Click to see attachment
List of Attached Documents:
// Content
320,185 		334,812
b Investments—corporate stock (attach schedule)....... 27,487,922 Click to see attachment
List of Attached Documents:
// Content
27,487,988 		40,297,758
c Investments—corporate bonds (attach schedule)....... 1,356,277 Click to see attachment
List of Attached Documents:
// Content
1,376,138 		1,390,190
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).......... 251,011,554 Click to see attachment
List of Attached Documents:
// Content
258,536,718 		318,901,589
14 Land, buildings, and equipment: basis right arrow139,974
Less: accumulated depreciation (attach schedule) right arrow127,349 13,365 Click to see attachment
List of Attached Documents:
// Content
12,625 		12,625
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) 318,152,176 296,058,142 369,261,462
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........ 318,152,176 296,058,142
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)..... 318,152,176 296,058,142
30 Total liabilities and net assets/fund balances (see instructions). 318,152,176 296,058,142
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
318,152,176
2
Enter amount from Part I, line 27a .....................
2
-20,810,854
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,755,313
4
Add lines 1, 2, and 3 ..........................
4
299,096,635
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,038,493
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
296,058,142
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a ADDITION TWO LP P   2023-12-31
b ASTEYA PARTNERS DELAWARE LP P   2023-12-31
c BAUPOST VALUE PARTNERS, L.P.-I P   2023-12-31
d BRAZOS EQUITY FUND III, LP P   2023-12-31
e BRIGHTSTAR CAPITAL PARTNERS QUALTEK LP P   2023-12-31
BRIGHTSTAR CAPITAL PARTNERS REPLAY LP P   2023-12-31
BROOKSIDE CAPITAL PARTNERS FUND, L.P. P   2023-12-31
CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN EUROPE III P   2023-12-31
CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN X P   2023-12-31
CASDIN PRIVATE GROWTH EQUITY FUND, L.P. P   2023-12-31
CB OP FEEDER III, LP P   2023-12-31
CB OFFSHORE EQUITY FUND IX, LP P   2023-12-31
CB OFFSHORE EQUITY FUND VIII LP P   2023-12-31
CHARLESBANK EQUITY FUND VII, LP P   2023-12-31
CHARLES RIVER INSTITUTIONAL FUND III, L.P. P   2023-12-31
CHESTNUT HILL VENTURES, LLC P   2023-12-31
COLLAB+CONSUMER FUND I, LP P   2023-12-31
COLLABORATIVE IV, L.P. P   2023-12-31
COLLABORATIVE V, L.P. P   2023-12-31
CORMORANT PRIVATE HEALTHCARE FUND IV, LP P   2023-12-31
ELEPHANT PARTNERS I LP P   2023-12-31
ELEPHANT PARTNERS II-B LP P   2023-12-31
ENERGY CAPITAL PARTNERS II-B, LP P   2023-12-31
FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP P   2023-12-31
FARALLON CAPITAL PARTNERS, LP P   2023-12-31
HILLHOUSE FUND IV LP P   2023-12-31
HOLDCO OPPORTUNITIES FUND, LP P   2023-12-31
HOF III LIQUIDATING PARTNERSHIP LP P   2023-12-31
HOLDCO OPPORTUNITIES FUND IV, L.P. P   2023-12-31
JMC PLATFORM FUND II-B LP P   2023-12-31
KINGSWAY FRONTIER CONSUMER OPPORTUNITIES (FCO2) GROWTH FUND II LTD P   2023-12-31
LIMINALITY PARTNERS, LP P   2023-12-31
MARCUS CAPITAL PARTNERS FUND II, LP P   2023-12-31
MATRIX PARTNERS INDIA IV LP P   2023-12-31
MAVERON EQUITY PARTNERS VI, L.P. P   2023-12-31
MFN PARTNERS LP P   2023-12-31
MITHRIL LP P   2023-12-31
NALANDA INDIA EQUITY FUND LIMITED P   2023-12-31
NV PARTNERS IV LP P   2023-12-31
OAKTREE VALUE EQUITY FUND (DELAWARE), L.P. P   2023-12-31
QIMING US HEALTHCARE FUND II LP P   2023-12-31
QIMING US HEALTHCARE FUND LP P   2023-12-31
QIMING VENTURE PARTNERS FUND V LP P   2023-12-31
QIMING VENTURE PARTNERS VI, LP P   2023-12-31
QIMING VENTURE PARTNERS VII LP P   2023-12-31
RA CAPITAL HEALTHCARE FUND, LP P   2023-12-31
REGENT OPPORTUNITY FUND IV, LLC P   2023-12-31
REGIMENT CAPITAL SPECIAL SITUATIONS FUND V, L.P. P   2023-12-31
REVELATION (FKA LEERINK) HEALTHCARE FUND II LP P   2023-12-31
REVELATION (FKA LEERINK) HEALTHCARE FUND III LP P   2023-12-31
RIVA CAPITAL PARTNERS IV LP P   2023-12-31
SANKATY CREDIT OPPORTUNITIES IV, L.P. P   2023-12-31
SHAWSPRING PARTNERS QP FUND LP P   2023-12-31
SHINE CAPITAL I, LP P   2023-12-31
SIXTH STREET OPPORTUNITIES PARTNERS II (B) LP (FKA TPG) P   2023-12-31
SIXTH STREET OPPORTUNITIES PARTNERS III (B) LP (FKA TPG) P   2023-12-31
SL SPV-1 FEEDER I, L.P. P   2023-12-31
SOSIN QP PARTNERS, LP P   2023-12-31
SPARK CAPITAL VII P   2023-12-31
SPT LLC P   2023-12-31
SUMMIT PARTNERS PRIVATE EQUITY FUND VII-B, L.P. P   2023-12-31
TCG 2.0-B, LP P   2023-12-31
THRIVE CAPITAL PARTNERS V, L.P. P   2023-12-31
THRIVE CAPITAL PARTNERS VI GROWTH, LP P   2023-12-31
THRIVE CAPITAL PARTNERS VI, LP P   2023-12-31
THRIVE CAPITAL PARTNERS VII LP P   2023-12-31
THRIVE CAPITAL PARTNERS VIII GROWTH LP P   2023-12-31
THRIVE CAPITAL PARTNERS VIII, L.P. P   2023-12-31
UNDERSCORE.VC FUND I, L.P. P   2023-12-31
UNDERSCORE.VC FUND II, L.P. P   2023-12-31
UNDERSCORE VC FUND II EXT P   2023-12-31
VENROCK ASSOCIATES V, L.P. P   2023-12-31
COMMUNITY FIRST PARTNERS, LLC FKA WESTCAP CELSIUS CO-INVEST 2021, LLC P   2023-12-31
WESTCAP STRATEGIC OPERATOR FUND II LP P   2023-12-31
WESTCAP STRATEGIC OPERATOR US FEEDER FUND, L.P. P   2023-12-31
WILL VENTURES FUND II P   2023-12-31
XFUND 2, L.P. P   2023-12-31
ADDITION ONE, L.P. P   2023-12-31
ADDITION THREE, L.P. P   2023-12-31
ADDITION FOUR, L.P. P   2023-12-31
BRAZOS EQUITY FUND II, LP P   2023-12-31
CHARLESBANK EQUITY COINVESTMENT FUND VI, LP P   2023-12-31
DENHAM COMMODITY PARTNERS FUND V LP P   2023-12-31
NALANDA INDIA FUND LIMITED P   2023-12-31
RHO VENTURES V, LP P   2023-12-31
RIVA CAPITAL PARTNERS III, LP P   2023-12-31
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI L.P. P   2023-12-31
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII, L.P. P   2023-12-31
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XIV, L.P. P   2023-12-31
TRG FORESTRY FUND 8-B LP P   2023-12-31
VENROCK ASSOCIATES VI, LP P   2023-12-31
VENROCK ASSOCIATES IV, LP P   2023-12-31
GOULSTON & STORRS-77 P   2023-12-31
LUCID GROUP INC (DISTRIBUTED FROM VENROCK V) P   2023-12-31
PALANTIR TECHNOLOGIES P   2023-12-31
GOLDMAN SACH RICHARD & SUSAN FAM FDN GOVT/CORP FI P   2023-12-31
CHESTNUT HEDGE FUND P   2023-12-31
OFFSHORE FUNDS P   2023-12-31
BRIGHTSTAR CAPITAL PARTNERS FUND III-A LP P   2023-12-31
BRIGHTSTAR CAPITAL PARTNERS TEXAS WATER, L.P. P   2023-12-31
CHARLES RIVER INSTITUTIONAL FUND II LP P   2023-12-31
PHOENIX VENTURE HOLDINGS LLC P   2023-12-31
GLENDON OPPORTUNITIES FUND LP P   2023-12-31
ADDITION THREE (AIV) II, L.P. P   2023-12-31
ADDITION THREE (AIV) FEEDER, L.P. P   2023-12-31
NEW VERNON INDIA (CAYMAN) FUND II LP P   2023-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a     42,637 -42,637
b     126,872 -126,872
c 65,150     65,150
d 117,400     117,400
e     37,638 -37,638
339,964     339,964
    86,286 -86,286
    485 -485
    242 -242
    22,706 -22,706
41,620     41,620
122,742     122,742
    27,222 -27,222
    21,254 -21,254
7,005     7,005
59     59
143,679     143,679
    2,479 -2,479
    201 -201
22,831     22,831
2,374,408     2,374,408
123,284     123,284
    144,284 -144,284
    5,106 -5,106
80,153     80,153
123,353     123,353
    1,270,504 -1,270,504
13,033     13,033
205,637     205,637
8,155     8,155
58,133     58,133
    1,606,872 -1,606,872
    210 -210
    69,835 -69,835
    68,579 -68,579
54,285   6,545 47,740
1,381     1,381
    540 -540
824     824
1,466,681     1,466,681
    66,830 -66,830
    84,805 -84,805
4,511     4,511
23,059     23,059
    16,808 -16,808
502,176   9,923 492,253
5,689     5,689
    169,724 -169,724
151,188     151,188
    9,130 -9,130
    40,873 -40,873
    26,386 -26,386
    486,212 -486,212
    32,044 -32,044
11,107     11,107
    64,771 -64,771
3,350     3,350
    466,128 -466,128
24     24
6     6
16,219     16,219
106,839     106,839
29,836     29,836
2,580     2,580
    7,353 -7,353
    3,458 -3,458
    5,775 -5,775
    6 -6
    98,611 -98,611
    5,981 -5,981
5,784     5,784
14,596     14,596
    1,915,167 -1,915,167
    500,047 -500,047
43,976     43,976
    195,206 -195,206
    9,491 -9,491
104,975     104,975
590     590
47,533     47,533
    322,755 -322,755
44,499     44,499
    3,876 -3,876
388,050     388,050
    97,598 -97,598
45,252   206 45,046
26,292     26,292
8,516     8,516
    36,306 -36,306
    30,492 -30,492
443,288     443,288
585     585
      0
92,595     92,595
929,751     929,751
130     130
849,940   14,116 835,824
551,504     551,504
111,416     111,416
43,107     43,107
2,224     2,224
224     224
113,433     113,433
2,393     2,393
1,508     1,508
47,605     47,605
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       -42,637
b       -126,872
c       65,150
d       117,400
e       -37,638
      339,964
      -86,286
      -485
      -242
      -22,706
      41,620
      122,742
      -27,222
      -21,254
      7,005
      59
      143,679
      -2,479
      -201
      22,831
      2,374,408
      123,284
      -144,284
      -5,106
      80,153
      123,353
      -1,270,504
      13,033
      205,637
      8,155
      58,133
      -1,606,872
      -210
      -69,835
      -68,579
      47,740
      1,381
      -540
      824
      1,466,681
      -66,830
      -84,805
      4,511
      23,059
      -16,808
      492,253
      5,689
      -169,724
      151,188
      -9,130
      -40,873
      -26,386
      -486,212
      -32,044
      11,107
      -64,771
      3,350
      -466,128
      24
      6
      16,219
      106,839
      29,836
      2,580
      -7,353
      -3,458
      -5,775
      -6
      -98,611
      -5,981
      5,784
      14,596
      -1,915,167
      -500,047
      43,976
      -195,206
      -9,491
      104,975
      590
      47,533
      -322,755
      44,499
      -3,876
      388,050
      -97,598
      45,046
      26,292
      8,516
      -36,306
      -30,492
      443,288
      585
      0
      92,595
      929,751
      130
      835,824
      551,504
      111,416
      43,107
      2,224
      224
      113,433
      2,393
      1,508
      47,605
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,885,552
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 0
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 0
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 0
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 576,615
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.............. 7 576,615
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 576,615
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow576,615 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright 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 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
AMY S 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 DULAC 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 		416,445 58,375 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
MARJORIE RINGROSE SENIOR PROGRAM OFFICER
40.00 		230,000 50,522 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
SHANNA SHULMAN SENIOR PROGRAM OFFICER
40.00 		235,000 50,522 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
AMY HAMPE PROGRAM OFFICER
40.00 		156,500 46,013 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
JACKSON SMITH TRUSTEE
1.00 		0 0 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
NICOLAS DULAC 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 		105,000 42,922 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
FAOUZI TALABI PROGRAM ASSOCIATE
40.00 		78,500 16,327 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
CAMBRIDGE ASSOCIATES LLC INVESTMENT ADVISOR 588,902
100 SUMMER STREET
BOSTON,MA02110
GOULSTON & STORRS INVESTMENT AND LEGAL ADVISOR 341,572
1 PO SQ FL 25
BOSTON,MA021092115
DELOITTE TAX LLP ACCOUNTING 63,443
115 FEDERAL STREET SUITE 15
BOSTON,MA02110
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 (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
348,095,472
b
Average of monthly cash balances.......................
1b
21,458,515
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
369,553,987
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
369,553,987
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
5,543,310
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
364,010,677
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
18,200,534
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
18,200,534
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
984
c
Add lines 2a and 2b............................
2c
984
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
18,199,550
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
18,199,550
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
18,199,550
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
20,435,658
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
20,435,658
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 18,199,550
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,343,918
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 20,435,658
a Applied to 2022, but not more than line 2a 1,343,918
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 18,199,550
e Remaining amount distributed out of corpus 892,190
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 892,190
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		892,190
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 892,190
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ALTERNATIVE HOUSE (WOMEN IN TRANSITION)

PO BOX 2100
LOWELL,MA01851 		NONE PUBLIC CHARITY HUMAN SERVICES 50,000

ANXIETY AND DEPRESSION ASSOCIATION OF AMERICA

8701 GEORGIA AVE SUITE 412
SILVER SPRING,MD20910 		NONE PUBLIC CHARITY HEALTH 263

ARLINGTON LIBRARIES FOUNDATION

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

BETH EL TEMPLE CENTER

2 CONCORD AVE
BELMONT,MA02478 		NONE PUBLIC CHARITY JEWISH CAUSES 4,350

BENJAMIN FRANKLIN CUMMINGS INSTITUTE OF TECHNOLOGY

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

BETH ISRAEL DEACONESS MEDICAL CENTER

330 BROOKLINE AVE
BOSTON,MA02215 		NONE PUBLIC CHARITY HEALTH 25,000

BETH ISRAEL DEACONESS MEDICAL CENTER

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

BIKES NOT BOMBS

284 AMORY STREET
BOSTON,MA02130 		NONE PUBLIC CHARITY HUMAN SERVICES 50,000

BOSTON AREA GLEANERS

240 BEAVER STREET
WALTHAM,MA02452 		NONE PUBLIC CHARITY HUMAN SERVICES 35,895

BOSTON CHILDREN'S HOSPITAL

300 LONGWOOD AVE
BOSTON,MA02115 		NONE PUBLIC CHARITY HEALTH 25,000

BOSTON CHILDREN'S HOSPITAL

300 LONGWOOD AVE
BOSTON,MA02115 		NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000

BOSTON CHILDREN'S HOSPITAL

300 LONGWOOD AVE
BOSTON,MA02115 		NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000

BOSTON CHILDREN'S HOSPITAL

300 LONGWOOD AVE
BOSTON,MA02115 		NONE PUBLIC CHARITY MEDICAL RESEARCH 50,000

BOSTON CHILDREN'S HOSPITAL

300 LONGWOOD AVE
BOSTON,MA02115 		NONE PUBLIC CHARITY MEDICAL RESEARCH 137,500

BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC

780 ALBANY STREET
BOSTON,MA02118 		NONE PUBLIC CHARITY HUMAN SERVICES 116,888

BOSTON MEDICAL CENTER

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

BOSTON MEDICAL CENTER

1 BOSTON MEDICAL CENTER PLACE
BOSTON,MA02118 		NONE PUBLIC CHARITY HEALTH 1,450,000

BOSTON PLAN FOR EXCELLENCE

67 KEMBLE STREET SUITE 2 5
BOSTON,MA02119 		NONE PUBLIC CHARITY EDUCATION 150,000

BOSTON SCORES

150 BYRON STREET
BOSTON,MA02128 		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 44,127

BOSTON SYMPHONY ORCHESTRA

301 MASSACHUSETTS AVE
BOSTON,MA02115 		NONE PUBLIC CHARITY CULTURAL VITALITY 25,000

BOSTON UNIVERSITY

595 COMMONWEALTH AVE SUITE 700 WEST
ENTERANCE
BOSTON,MA02215 		NONE PUBLIC CHARITY MEDICAL RESEARCH 200,000

BOSTON UNIVERSITY

595 COMMONWEALTH AVE SUITE 700 WEST
ENTERANCE
BOSTON,MA02215 		NONE PUBLIC CHARITY MEDICAL RESEARCH 133,000

BOSTON UNIVERSITY

595 COMMONWEALTH AVE SUITE 700 WEST
ENTERANCE
BOSTON,MA02215 		NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000

BOYS & GIRLS CLUB OF GREATER LOWELL

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

BOYS & GIRLS CLUBS OF BOSTON

200 HIGH STREET 3RD FLOOR
BOSTON,MA02110 		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 1,000

BOYS & GIRLS CLUBS OF BOSTON

200 HIGH STREET 3RD FLOOR
BOSTON,MA02110 		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 50,000

BOYS & GIRLS CLUBS OF BOSTON

200 HIGH STREET 3RD FLOOR
BOSTON,MA02110 		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 112,500

BRANDEIS UNIVERSITY

415 SOUTH STREET
WALTHAM,MA02453 		NONE PUBLIC CHARITY MEDICAL RESEARCH 135,000

BRANDEIS UNIVERSITY

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

BRIDGE OVER TROUBLED WATERS

47 WEST STREET
BOSTON,MA02111 		NONE PUBLIC CHARITY HEALTH 325,000

BRIDGE OVER TROUBLED WATERS

47 WEST STREET
BOSTON,MA02111 		NONE PUBLIC CHARITY HEALTH 1,000

BRIGHAM AND WOMEN'S HOSPITAL

75 FRANCIS STREET
BOSTON,MA02115 		NONE PUBLIC CHARITY HEALTH 500,000

BRIGHAM AND WOMEN'S HOSPITAL

75 FRANCIS STREET
BOSTON,MA02115 		NONE PUBLIC CHARITY HEALTH 25,000

BROOKLINE EDUCATION FOUNDATION

PO BOX 470652
BROOKLINE,MA02447 		NONE PUBLIC CHARITY EDUCATION 250

BROWN UNIVERSITY

164 ANGELL STREET BOX 1877
PROVIDENCE,RI02912 		NONE PUBLIC CHARITY EDUCATION 37,500

BUNKER HILL COMMUNITY COLLEGE

250 RUTHERFORD AVE
BOSTON,MA02129 		NONE PUBLIC CHARITY EDUCATION 250,000

BUCKINGHAM BROWNE AND NICHOLS SCHOOL

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

BUCKINGHAM BROWNE AND NICHOLS SCHOOL

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

BUILDON

1111 SUMMER STREET
STAMFORD,CT06905 		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 10,000

CANCER CARTEL

PO BOX 846
ENUMCLAW,WA98022 		NONE PUBLIC CHARITY HEALTH 10,000

CAPE COD HEALTHCARE

25 COMMUNICATION WAY
HYANNIS,MA02601 		NONE PUBLIC CHARITY HEALTH 25,000

CASA MYRNA

451 BLUE HILL AVE
BOSTON,MA02121 		NONE PUBLIC CHARITY HUMAN SERVICES 36,638

CATIE'S CLOSET

28 LOON HILL ROAD
DRACUT,MA01826 		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 31,200

CENTRE STREET FOOD PANTRY

11 HOMER ST
NEWTON,MA02459 		NONE PUBLIC CHARITY HUMAN SERVICES 250

COMBINED JEWISH PHILANTHROPIES

126 HIGH STREET
BOSTON,MA02110 		NONE PUBLIC CHARITY JEWISH CAUSES 3,000,000

COMBINED JEWISH PHILANTHROPIES

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

COMBINED JEWISH PHILANTHROPIES

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

CONSCIOUS ALLIANCE

3801 INDUSTRIAL LANE
BROOMFIELD,CO80020 		NONE PUBLIC CHARITY HUMAN SERVICES 103

DANA-FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02445 		NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000

DANA-FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02445 		NONE PUBLIC CHARITY MEDICAL RESEARCH 25,000

DANA-FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02445 		NONE PUBLIC CHARITY MEDICAL RESEARCH 1,000

DANA-FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02445 		NONE PUBLIC CHARITY MEDICAL RESEARCH 20,000

DREAM OUT LOUD CENTER

127 RODNEY FRENCH BLVD
NEW BEDFORD,MA02744 		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 15,580

ECONOMIC MOBILITY PATHWAYS

308 CONGRESS STREET 5TH FLOOR
BOSTON,MA02210 		NONE PUBLIC CHARITY HUMAN SERVICES 48,000

EDWARD M KENNEDY ACADEMY FOUNDATION INC

10 FENWOOD ROAD
BOSTON,MA02115 		NONE PUBLIC CHARITY EDUCATION 160,000

FCNL EDUCATION FUND

245 SECOND STREET NE
WASHINGTON DC,DC20002 		NONE PUBLIC CHARITY EDUCATION 20,000

FCNL EDUCATION FUND

245 SECOND STREET NE
WASHINGTON DC,DC20002 		NONE PUBLIC CHARITY EDUCATION 250

FATHER BILL'S & MAINSPRING

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

FENWAY HIGH SCHOOL FUND

67 ALLEGHANY STREET
BOSTON,MA02120 		NONE PUBLIC CHARITY EDUCATION 68,000

FLYING KITES

25 DORCHESTER AVE 52326
BOSTON,MA02205 		NONE PUBLIC CHARITY EDUCATION 10,000

FRESH TRUCK

69 SHIRLEY STREET
BOSTON,MA02119 		NONE PUBLIC CHARITY HUMAN SERVICES 10,800

FRIENDS OF THE CHILDREN-BOSTON

184 DUDLEY STREET SUITE 100
BOSTON,MA02119 		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 28,000

FRIENDS OF ROBBINS FARM PARK

PO BOX 750013
ARLINGTON,MA02476 		NONE PUBLIC CHARITY CULTURAL VITALITY 2,500

FRIENDS OF BROOKLINE ROWING INC

11 SHAW ROAD
CHESTNUT HILL,MA02467 		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 255

HARVARD BUSINESS SCHOOL

1033 MASSACHUSETTS AVE SUITE 3
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY EDUCATION 27,500

HARVARD COLLEGE PRESIDENT AND FELLOWS OF

1033 MASSACHUSETTS AVE SUITE 3
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY EDUCATION 62,500

HARVARD COLLEGE PRESIDENT AND FELLOWS OF

1033 MASSACHUSETTS AVE SUITE 3
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY EDUCATION 10,000

HARVARD COLLEGE PRESIDENT AND FELLOWS OF

1033 MASSACHUSETTS AVE SUITE 3
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000

HARVARD COLLEGE PRESIDENT AND FELLOWS OF

1033 MASSACHUSETTS AVE SUITE 3
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000

HARVARD COLLEGE PRESIDENT AND FELLOWS OF

1033 MASSACHUSETTS AVE SUITE 3
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000

HARVARD COLLEGE PRESIDENT AND FELLOWS OF

1033 MASSACHUSETTS AVE SUITE 3
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY HEALTH 50,000

HARVARD COLLEGE PRESIDENT AND FELLOWS OF

1033 MASSACHUSETTS AVE SUITE 3
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY MEDICAL RESEARCH 133,000

HARVARD COLLEGE PRESIDENT AND FELLOWS OF

1033 MASSACHUSETTS AVE SUITE 3
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY MEDICAL RESEARCH 133,000

HARVARD COLLEGE PRESIDENT AND FELLOWS OF

1033 MASSACHUSETTS AVE SUITE 3
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY MEDICAL RESEARCH 200,000

HARVARD COLLEGE PRESIDENT AND FELLOWS OF

1033 MASSACHUSETTS AVE SUITE 3
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY MEDICAL RESEARCH 200,000

HARVARD COLLEGE PRESIDENT AND FELLOWS OF

1033 MASSACHUSETTS AVE SUITE 3
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY MEDICAL RESEARCH 135,000

HARVARD COLLEGE PRESIDENT AND FELLOWS OF

1033 MASSACHUSETTS AVE SUITE 3
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY MEDICAL RESEARCH 135,000

HEALTH CARE FOR ALL

ONE FEDERAL STREET
BOSTON,MA02110 		NONE PUBLIC CHARITY EDUCATION 25,000

HEALTH RESOURCES IN ACTIONMEDICAL FOUNDATION

2 BOYLSTON STREET 4TH FLOOR
BOSTON,MA02116 		NONE PUBLIC CHARITY MEDICAL RESEARCH 497,787

HEALTH CARE FOR ALL

ONE FEDERAL STREET
BOSTON,MA02110 		NONE PUBLIC CHARITY HEALTH 300

HMS MEDSCIENCE

1033 MASSACHUSETTS AVE SUITE 3
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY EDUCATION 50,000

HYDE SQUARE TASK FORCE

30 SUNNYSIDE STREET
JAMAICA PLAIN,MA02130 		NONE PUBLIC CHARITY HUMAN SERVICES 25,000

HYDE SQUARE TASK FORCE

30 SUNNYSIDE STREET
JAMAICA PLAIN,MA02130 		NONE PUBLIC CHARITY HUMAN SERVICES 250

JOSLIN DIABETES CENTER

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

JUSTICE RESOURCE INSTITUTE INC

160 GOULD STREET SUITE 300
NEEDHAM,MA02494 		NONE PUBLIC CHARITY HUMAN SERVICES 250

JUSTICE RESOURCE INSTITUTE INC

160 GOULD STREET SUITE 300
NEEDHAM,MA02494 		NONE PUBLIC CHARITY HUMAN SERVICES 350

LA COLABORATIVA

318 BROADWAY
CHELSEA,MA02150 		NONE PUBLIC CHARITY HUMAN SERVICES 50,000

LASELL UNIVERSITY

1844 COMMONWEALTH AVE
AUBURNDALE,MA02466 		NONE PUBLIC CHARITY EDUCATION 10,000

LAWRENCE PUBLIC SCHOOLS

237 ESSEX STREET
LAWRENCE,MA01841 		NONE PUBLIC CHARITY EDUCATION 37,500

LYNN PUBLIC SCHOOLS

100 BENNETT STREET
LYNN,MA01905 		NONE PUBLIC CHARITY EDUCATION 37,500

MASSACHUSETTS ALLIANCE FOR EARLY COLLEGE

588 BOSTON POST RD SUITE 150
WESTON,MA02284 		NONE PUBLIC CHARITY EDUCATION 125,000

MASSACHUSETTS BUSINESS ALLIANCE FOR EDUCATION

10 POST OFFICE SQUARE SUITE 800S
BOSTON,MA02109 		NONE PUBLIC CHARITY EDUCATION 75,000

MASSACHUSETTS DEPARTMENT OF ELEMENTARY & SECONDARY EDUCATION

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

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA STREET SUITE 540
BOSTON,MA02114 		NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA STREET SUITE 540
BOSTON,MA02114 		NONE PUBLIC CHARITY MEDICAL RESEARCH 135,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02139 		NONE PUBLIC CHARITY MEDICAL RESEARCH 200,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02139 		NONE PUBLIC CHARITY MEDICAL RESEARCH 135,000

MASSINC

11 BEACON STREET SUITE 500
BOSTON,MA02108 		NONE PUBLIC CHARITY EDUCATION 150,000

MAYYIM HAYYIM

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

MAYYIM HAYYIM

1838 WASHINGTON STREET
NEWTON,MA02466 		NONE PUBLIC CHARITY JEWISH CAUSES 150

MEADOWBROOK SCHOOL OF WESTON INCORPORATED

10 FARM RD
WESTON,MA02493 		NONE PUBLIC CHARITY EDUCATION 112,500

MIDDLESEX COMMUNITY COLLEGE

33 KEARNEY SQUARE
LOWELL,MA01852 		NONE PUBLIC CHARITY EDUCATION 250,000

MILTON ACADEMY

170 CENTRE ST
MILTON,MA02186 		NONE PUBLIC CHARITY EDUCATION 360,000

MSPCA-ANGELL

350 SOUTH HUNTINGTON AVENUE
BOSTON,MA02130 		NONE PUBLIC CHARITY ANIMAL WELFARE 10,000

MUSEUM OF FINE ARTS

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

MUSEUM OF SCIENCE

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

MUSEUM AND COMMUNITY OF LEOS ART INC

12 ALCOTT LN
DEDHAM,MA02026 		NONE PUBLIC CHARITY HEALTH 100

NEWTON WELLESLEY HOSPITAL FOUNDATION

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

NOBLE & GREENOUGH SCHOOL

10 CAMPUS DRIVE
DEDHAM,MA02026 		NONE PUBLIC CHARITY EDUCATION 1,000

OUR SPACE INC

464 COMMON ST 364
BELMONT,MA02478 		NONE PUBLIC CHARITY HEALTH 150

PAN MASSACHUSETTS CHALLENGE

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

PAN MASSACHUSETTS CHALLENGE

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

PAN MASSACHUSETTS CHALLENGE

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

PAN MASSACHUSETTS CHALLENGE

77 FOURTH AVE
NEEDHAM,MA02494 		NONE PUBLIC CHARITY MEDICAL RESEARCH 100

PARK SCHOOL

171 GODDARD AVE
BROOKLINE,MA02445 		NONE PUBLIC CHARITY EDUCATION 27,500

PARK SCHOOL CORPORATION

171 GODDARD AVE
BROOKLINE,MA02445 		NONE PUBLIC CHARITY EDUCATION 1,000

PIERS PARK SAILING CENTER

95 MARGINAL STREET
EAST BOSTON,MA02128 		NONE PUBLIC CHARITY HUMAN SERVICES 25,453

RAW ART WORKS

37 CENTRAL SQUARE
LYNN,MA01901 		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 37,417

REACH UNIVERSITY

1221 PRESERVATION PARK WAY SUITE
100
OAKLAND,CA94612 		NONE PUBLIC CHARITY EDUCATION 100,000

SALEM PUBLIC SCHOOLS

29 HIGHLAND AVE
SALEM,MA01970 		NONE PUBLIC CHARITY EDUCATION 37,500

SALEM STATE UNIVERSITY

352 LAFAYETTE STREET
SALEM,MA01970 		NONE PUBLIC CHARITY EDUCATION 37,500

SQUASH AND EDUCATION ALLIANCE

55 BROAD STREET
NEW YORK,NY10004 		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 15,000

TEMPLE ISRAEL

477 LONGWOOD AVENUE
BOSTON,MA02215 		NONE PUBLIC CHARITY JEWISH CAUSES 25,000

TEMPLE ISRAEL

477 LONGWOOD AVENUE
BOSTON,MA02215 		NONE PUBLIC CHARITY JEWISH CAUSES 50,000

TEMPLE ISRAEL

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

THE BOSTON FOUNDATION

75 ARLINGTON STREET 3RD FLOOR
BOSTON,MA02116 		NONE PUBLIC CHARITY HUMAN SERVICES 10,000

THE BRIDGE CLUB OF GREATER LOWELL

33 E MERRIMACK STREET
LOWELL,MA01852 		NONE PUBLIC CHARITY HUMAN SERVICES 50,000

THE DIMOCK CENTER

55 DIMOCK STREET
BOSTON,MA02119 		NONE PUBLIC CHARITY HEALTH 200,000

THE HOSPITAL FOR SPECIAL SURGERY FUND

535 EAST 70TH STREET
NEW YORK,NY10021 		NONE PUBLIC CHARITY HEALTH 75,000

THE HOSPITAL FOR SPECIAL SURGERY FUND

535 EAST 70TH STREET
NEW YORK,NY10021 		NONE PUBLIC CHARITY HEALTH 25,000

THE INSTITUTE OF CONTEMPORARY ART

25 HARBOR SHORE DRIVE
BOSTON,MA02210 		NONE PUBLIC CHARITY CULTURAL VITALITY 10,000

TRUSTEES OF DARTMOUTH COLLEGE

6066 DEVELOPMENT OFFICE
HANOVER,NH03755 		NONE PUBLIC CHARITY EDUCATION 25,000

TRUSTEES OF PRINCETON COLLEGE

701 CARNEGIE CRT SUITE 442
PRINCESTON,NJ08540 		NONE PUBLIC CHARITY EDUCATION 10,000

TUFTS UNIVERSITY

419 BOSTON AVE
MEDFORD,MA02155 		NONE PUBLIC CHARITY EDUCATION 6,250

TOP NOTCH SCHOLARS

60 ISLAND STREET SUITE 200 54
LAWRENCE,MA01840 		NONE PUBLIC CHARITY EDUCATION 55,140

UNITED WAY OF MASSACHUSETTS BAY

9 CHANNEL CENTER SUITE 500
BOSTON,MA02210 		NONE PUBLIC CHARITY HUMAN SERVICES 25,000

UNIVERSITY OF MASSACHUSETTS BOSTON

100 MORRISSEY BOULEVARD
BOSTON,MA02125 		NONE PUBLIC CHARITY EDUCATION 730,000

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 133,000

UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL

55 LAKE AVENUE NORTH
WORCESTER,MA01655 		NONE PUBLIC CHARITY MEDICAL RESEARCH 133,000

UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL

55 LAKE AVENUE NORTH
WORCESTER,MA01655 		NONE PUBLIC CHARITY MEDICAL RESEARCH 200,000

VERMONT ADAPTIVE SKI AND SPORTS

PO BOX 139
KILLINGTON,VT05751 		NONE PUBLIC CHARITY HUMAN SERVICES 7,500

VIA ART FUND

219 WEST 19TH STREET 2ND FLOOR
NEW YORK,NY19104 		NONE PUBLIC CHARITY CULTURAL VITALITY 7,500

WILLIAMS COLLEGE

880 MAIN STREET
WILLIAMSTOWN,MA01267 		NONE PUBLIC CHARITY EDUCATION 25,000

WIKIMEDIA FOUNDATION INC

PO BOX 98204
WASHINGTON,DC200908204 		NONE PUBLIC CHARITY LIBRARIES 104

WOMEN'S MONEY MATTERS

6 LIBERTY SQUARE 2697
BOSTON,MA02109 		NONE PUBLIC CHARITY HUMAN SERVICES 13,750

Y2Y NETWORK

955 MASS AVE 424
CAMBRIDGE,MA02139 		NONE PUBLIC CHARITY HUMAN SERVICES 100,000

YALE UNIVERSITY

105 WALL STREET
NEW HAVEN,CT06520 		NONE PUBLIC CHARITY MEDICAL RESEARCH 150,000

YALE UNIVERSITY

105 WALL STREET
NEW HAVEN,CT06520 		NONE PUBLIC CHARITY MEDICAL RESEARCH 100,000
Total .................................right arrow 3a 18,236,150
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		900001 14,700 14 844,024  
4 Dividends and interest from securities .... 900001 1,712 14 1,914,246  
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 .....     14 233,833  
8 Gain or (loss) from sales of assets other than
inventory ............ 		900001 54,843 18 1,885,550  
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 -202,159 14    
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -130,904 4,877,653 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,746,749
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
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) (2023)
Schedule B (Form 990) (2023) 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
ESTATE OF RICHARD A SMITH
 
ONE NEWTON EXECUTIVE PARK 104
 
NEWTON, MA02462

$ 874,976


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
ESTATE OF RICHARD A SMITH
 
ONE NEWTON EXECUTIVE PARK 104
 
NEWTON, MA02462

$ 60,125


(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) (2023)
Schedule B (Form 990) (2023)
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
2
 CHESTNUT HILL VENTURES STOCK $ 60,125 2023-12-31
(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
RICHARD & SUSAN SMITH FAMILY FOUNDATION
EIN:
23-7090011
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DELOITTE TAX 63,443 31,722   31,721

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

TY 2023 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 10,521 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 4,940 SL 39.000000000000 241 0    

TY 2023 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 1,376,138 1,390,190

TY 2023 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 27,487,988 40,297,758

TY 2023 InvestmentsGovtObligationsSch
Name:
RICHARD & SUSAN SMITH FAMILY FOUNDATION
EIN:
23-7090011
US Government Securities - End of Year Book Value:

320,185
US Government Securities - End of Year Fair Market Value:

334,812
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 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 2,376,096 2,820,944
ASTEYA PARTNERS DELAWARE LP AT COST 2,111,698 1,827,394
BARRYS CORNER HOLDINGS LLC AT COST 7,660 1,163,076
BAUPOST VALUE PARTNERS, L.P.-I AT COST 2,204,483 2,545,624
BLACK STONE MINERALS, L.P. AT COST 697,500 0
BOSTON SEED CAPITAL FUND IV LP AT COST 334,228 336,785
BRAZOS EQUITY FUND III, LP AT COST 109,082 287,404
BRIGHTSTAR CAPITAL PARTNERS QUALTEK LP AT COST 0 1,077
BRIGHTSTAR CAPITAL PARTNERS REPLAY LP AT COST 407,277 851,032
BRIGHTSTAR CAPITAL PARTNERS TEXAS WATER, L.P. AT COST 0 61,371
CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN EUROPE III AT COST 0 139,641
CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN X AT COST 37,578 325,537
CASDIN PRIVATE GROWTH EQUITY FUND, L.P. AT COST 3,896,662 3,133,507
CB OP FEEDER I, LP AT COST 94,323 0
CB OP FEEDER II LP AT COST 10,906 0
CB OP FEEDER III, LP AT COST 70,799 0
CB OP FEEDER V, LP AT COST 41,229 0
CB OP FEEDER V-B, LP AT COST 3,298 0
CB OP FEEDER VI, LP AT COST 24,448 0
CB OP FEEDER VII, LP AT COST 62,001 0
CB OP AGGREGATOR II-B, LP AT COST 1,165 0
CB OFFSHORE EQUITY FUND IX, LP AT COST 1,326,045 2,234,171
CB OFFSHORE EQUITY FUND VIII LP AT COST 2,278,751 2,508,328
CHARLESBANK EQUITY FUND VII, LP AT COST 209,760 14,836
CHARLES RIVER INSTITUTIONAL FUND III, L.P. AT COST 60,125 0
CHESTNUT HILL VENTURES, LLC AT COST 27,222 73,713
COLLAB+CONSUMER FUND I, LP AT COST 0 939,618
COLLABORATIVE IV, L.P. AT COST 894,732 1,837,272
COLLABORATIVE V, L.P. AT COST 989,156 799,046
CORMORANT PRIVATE HEALTHCARE FUND IV, LP AT COST 1,481,315 1,639,283
DIV CHARLES PARK INVESTOR, LP AT COST 14,097 11,097
ELEPHANT PARTNERS 2023 SPV-A LP AT COST 3,007,772 3,005,827
ELEPHANT PARTNERS I LP AT COST 2,120,232 2,241,298
ELEPHANT PARTNERS II-B LP AT COST 1,106,618 2,633,952
ELEPHANT PARTNERS III-B LP AT COST 2,030,214 2,678,806
ELEPHANT PARTNERS IV-B LP AT COST 3,452,293 3,366,665
ELEPHANT PARTNERS V-B LP AT COST 200,000 200,000
ETHOS BEIGNET DIRECT, LLC AT COST 1,864,553 5,732,763
ETHOS CAPITAL INVESTMENTS A LP AT COST 1,683,914 2,923,709
FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP AT COST 1,940,323 55,775
FARALLON CAPITAL PARTNERS, LP AT COST 0 204,428
GREENOAKS CAPITAL OPPORTUNITIES FUND V LP AT COST 513,886 290,990
HILLHOUSE FUND IV LP AT COST 3,653,395 4,740,798
HOLDCO OPPORTUNITIES FUND II, LP AT COST 138,236 1,054,930
HOF III LIQUIDATING PARTNERSHIP LP AT COST 3,294,964 1,755,713
HOLDCO OPPORTUNITIES FUND IV, L.P. AT COST 4,377,208 4,636,542
JMC PLATFORM FUND II-B LP AT COST 1,255,243 1,207,254
KINGSWAY FRONTIER CONSUMER OPPORTUNITIES (FCO2) GROWTH FUND II LTD AT COST 1,496,162 1,300,925
REVELATION (FKA LEERINK) HEALTHCARE FUND II LP AT COST 814,255 1,239,854
REVELATION (FKA LEERINK) HEALTHCARE FUND III LP AT COST 2,033,040 1,877,715
LIMINALITY PARTNERS, LP AT COST 271,425 174,605
LUXOR CAPITAL PARTNERS LIQUIDATING SPV, LLC AT COST 3,743 385,747
MATRIX PARTNERS CHINA VII, LP AT COST 440,157 244,061
MATRIX PARTNERS INDIA IV LP AT COST 1,045,863 794,341
MAVERON EQUITY PARTNERS VI, L.P. AT COST 1,090,112 2,126,843
MAVERON EQUITY PARTNERS VII, L.P. AT COST 733,322 807,362
MAVERON EQUITY PARTNERS VIII, L.P. AT COST 427,950 319,343
MISCHIEF 2 LP AT COST 450,000 450,000
MFN PARTNERS LP AT COST 6,196,281 9,242,155
MITHRIL LP AT COST 1,424,275 2,386,347
MITHRIL II LP AT COST 1,689,702 1,622,035
NALANDA INDIA EQUITY FUND LIMITED AT COST 447,285 614,849
NAVA VENTURES I, LP AT COST 982,026 1,024,837
NV PARTNERS IV LP AT COST 165,782 49,527
OAKTREE VALUE EQUITY FUND (DELAWARE), L.P. AT COST 0 3,915,395
PEAR VENTURES IV, LP AT COST 366,632 159,440
PRIAM CAPITAL FUND III LP AT COST 2,707,133 3,204,820
QIMING US HEALTHCARE FUND II LP AT COST 2,369,794 3,912,806
QIMING US HEALTHCARE FUND III LP AT COST 746,240 505,022
QIMING US HEALTHCARE FUND LP AT COST 729,042 549,897
QIMING VENTURE PARTNERS FUND V LP AT COST 1,764,084 3,580,435
QIMING VENTURE PARTNERS VI, LP AT COST 2,177,763 3,651,973
QIMING VENTURE PARTNERS VII LP AT COST 2,261,329 2,925,799
QIMING VENTURE PARTNERS VIII LP AT COST 408,899 331,686
QIMING VENTURE PARTNERS VIII-HC LP AT COST 323,522 247,417
RA CAPITAL HEALTHCARE FUND, LP AT COST 12,215,559 26,317,994
REGENT OFFICE FUND II, LLC AT COST 499,105 0
REGENT OPPORTUNITY FUND IV, LLC AT COST 2,583,338 2,268,439
RIVA CAPITAL PARTNERS IV LP AT COST 3,595,136 5,344,661
ROAD CAPITAL MASTER FUND LP AT COST 3,000,000 2,545,394
SANKATY CREDIT OPPORTUNITIES IV, L.P. AT COST 511,692 18,337
SECTION 32 FUND 4, LP AT COST 1,524,339 1,662,620
SECTION 32 FUND 5, LP AT COST 494,512 417,264
SHAWSPRING PARTNERS QP FUND LP AT COST 4,100,955 2,545,834
SHINE CAPITAL I, LP AT COST 1,269,950 1,448,461
SHINE CAPITAL II AT COST 966,893 629,929
SHINE CAPITAL OPPORTUNITIES FUND I AT COST 286,277 296,331
SIXTH STREET OPPORTUNITIES PARTNERS II (B) LP AT COST 0 22,202
SIXTH STREET OPPORTUNITIES PARTNERS III (B) LP AT COST 471,742 442,629
SL SPV-1 FEEDER I, L.P. AT COST 11,580 353,315
SOSIN QP PARTNERS, LP AT COST 4,693,929 3,411,551
SPARK CAPITAL GROWTH IV AT COST 1,046,871 447,768
SPARK CAPITAL VII AT COST 541,055 273,374
SPT LLC AT COST 7 0
SUMMIT PARTNERS PRIVATE EQUITY FUND VII-B, L.P. AT COST 118,165 104,016
TCG 2.0-B, LP AT COST 2,335,880 3,469,897
TCG 3.0-B, LP AT COST 1,068,326 890,306
TCV VELOCITY FUND I (A), LP AT COST 315,671 502,819
TENFORE HOLDINGS FUND II, LP AT COST 2,516,755 5,238,389
TF 88 ACRES FUND I , LP AT COST 954,427 1,021,252
TF 88 ACRES FUND II, LP AT COST 319,251 320,051
TF 88 ACRES FUND III, LP AT COST 279,965 279,965
THRIVE CAPITAL PARTNERS V, L.P. AT COST 1,376,646 2,717,797
THRIVE CAPITAL PARTNERS VI GROWTH, LP AT COST 920,143 1,607,628
THRIVE CAPITAL PARTNERS VI, LP AT COST 516,570 1,372,700
THRIVE CAPITAL PARTNERS VII GROWTH LP AT COST 2,014,018 2,205,353
THRIVE CAPITAL PARTNERS VII LP AT COST 552,050 543,758
THRIVE CAPITAL PARTNERS VIII GROWTH LP AT COST 1,328,636 1,285,152
THRIVE CAPITAL PARTNERS VIII LP AT COST 182,797 69,349
TIGER GLOBAL PIP 1 LLC AT COST 3,000,034 2,044,812
TIGER GLOBAL PIP 1-O L.P. AT COST 1,486,513 1,345,499
TWE DISC AGGREGATOR, LLC AT COST 2,041,764 2,880,000
OPPS III DELAWARE AIV I-B, L.P. (FKA TOP III DELAWARE AIV I-B, L.P.) AT COST 101,723 0
ULTRA CAPITAL RAV 1 2016 HOLDINGS LLC AT COST 1,125,000 1,125,000
ULTRA CAPITAL RAV I FOLLOW-ON FUND BRIDGE LOAN AT COST 381,697 381,697
UNDERSCORE.VC FUND I, L.P. AT COST 941,466 1,925,032
UNDERSCORE.VC FUND II, L.P. AT COST 1,151,225 1,823,923
UNDERSCORE VC FUND II EXT AT COST 330,750 337,715
UNDERSCORE VC FUND III, L.P. AT COST 183,326 187,500
VENROCK ASSOCIATES V, L.P. AT COST 351,387 304,067
WESTCAP BG CONVERT AT COST 504,933 1,294,016
COMMUNITY FIRST PARTNERS, LLC FKA WESTCAP CELSIUS CO-INVEST 2021, LLC AT COST 0 28,707
WESTCAP FLYR CO-INVEST 2022, LLC AT COST 535,269 594,121
WESTCAP GOODLEAP CO-INVEST 2021, LLC AT COST 851,125 748,475
WESTCAP HOPPER 2021 CO-INVEST, LLC AT COST 1,004,317 1,251,340
WESTCAP STRATEGIC OPERATOR FUND AT COST 654,130 0
WESTCAP STRATEGIC OPERATOR FUND II LP AT COST 5,034,480 5,345,131
WESTCAP STRATEGIC OPERATOR US FEEDER FUND, L.P. AT COST 1,784,359 16,371,813
WESTCAP STUB LLC AT COST 6,518,995 7,025,178
WILL VENTURES FUND II AT COST 999,232 631,719
XFUND 2, L.P. AT COST 919,955 2,415,984
XFUND 3, LP AT COST 389,686 323,093
ADDITION ONE, L.P. AT COST 2,497,695 3,137,744
ADDITION THREE LP AT COST 1,945,277 2,142,482
ADDITION FOUR LP AT COST 700,000 398,171
BERKSHIRE FUND VII, L.P. AT COST 89,065 77,493
CHARLESBANK EQUITY COINVESTMENT FUND VI, LP AT COST 371,820 49,686
DENHAM COMMODITY PARTNERS FUND V LP AT COST 70,659 134,142
DENHAM IV CONTINUATION FUND LP AT COST 245,956 90,034
ETON PARK AT COST 6,982 139
NALANDA INDIA FUND LIMITED AT COST 1,379,025 5,739,801
GLENDON OPPORTUNITIES FUND LP AT COST 0 781,045
RESOURCE CAPITAL FUND IV L.P. AT COST 239,751 90,873
RHO VENTURES V, LP AT COST 180,426 96,071
RIVA CAPITAL PARTNERS III, LP AT COST 805,622 773,086
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI L.P. AT COST 4,450,203 4,635,734
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII LP AT COST 3,053,066 3,922,408
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XIV LP AT COST 2,749,737 1,945,739
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XV FEEDER LP AT COST 1,859,832 1,249,134
TRG FORESTRY FUND 8-B LP AT COST 28,764 6,218
VENROCK ASSOCIATES VI, LP AT COST 0 3,210,419
VENROCK ASSOCIATES IV, LP AT COST 1,662,406 125,845
WLR RECOVERY FUND IV, L.P. AT COST 222,848 926
CHESTNUT HEDGE FUND LLC AT COST 10,577,331 15,604,758
SANKATY CREDIT OPPORTUNITIES IV LP (OFFSHORE) AT COST 1,663,049 926
DOVER STREET VI CAYMAN FUND LP AT COST 673,831 10,028
DOVER STREET VII CAYMAN FUND LP AT COST 25,600 38,439
MOON CAPITAL GLOBAL EQUITY OFFSHORE FUND LTD AT COST 33,070 17,220
NEW VERNON INDIA (CAYMAN) FUND II LP AT COST 0 4,423
LUXOR CAPITAL PARTNERS OFFSHORE FD AT COST 795,606 20,093
PATRON CAPITAL III AT COST 578,671 27,573
RA CAPITAL NEXUS INTERNATIONAL FUND, L.P. AT COST 3,350,136 3,779,262
RA CAPITAL NEXUS INTERNATIONAL II FUND, L.P. AT COST 3,434,286 3,342,949
RA CAPITAL NEXUS INTERNATIONAL FUND III, L.P. AT COST 1,125,000 1,144,726
HIMALAYA CAPITAL INVESTORS OFFSHORE LP AT COST 0 84,124
YIHENG CAPITAL OFFSHORE FUND AT COST 9,500,000 7,042,700
ABDIEL QUALIFIED OFFSHORE PARTNERS LP AT COST 12,000,000 9,608,713
DRAGONEER OPPORTUNITIES OFFSHORE FEEDER V LP AT COST 4,753,874 3,946,207
DRAGONEER OPPORTUNITIES OFFSHORE FEEDER VI LP AT COST 776,916 687,267
DURABLE CAPITAL OPPORTUNITIES OFFSHORE FUND LP AT COST 565,818 490,204
HONGKOU CAPITAL OFFSHORE AT COST 3,000,000 1,126,495
TENFORE HOLDINGS OPPORTUNITY FUND I OFFSHORE AT COST 394,435 215,745
TENFORE HOLDINGS OFFSHORE FUND III AT COST 753,945 630,175
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
STOCKBRIDGE FUND (OS) LTD AT COST 0 9,595
CORPAY INC CORP AT COST 104 429,039
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
GUTSY INC SERIES B PREFFERED STOCK AT COST 994,238 994,246
HERO HEALTH INC. AT COST 1,965,146 1,800,000
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 17,907 874,087
CODA CO-0307 FUND I AT COST 1,034,954 1,000,000
THS KINGSWAY - FRONTIER CONSUMER FUND AT COST 3,000,000 3,149,068

TY 2023 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 11,020 8,425 8,425
PHONE EQUIPMENT 9,939 9,939 0 0
FURNITURE & FIXTURE 101,209 101,209 0 0
LEASEHOLD IMPROVE 9,381 5,181 4,200 4,200


TY 2023 LegalFeesSchedule
Name:
RICHARD & SUSAN SMITH FAMILY FOUNDATION
EIN:
23-7090011
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 17,813 0   17,813


TY 2023 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 2023 OtherDecreasesSchedule
Name:
RICHARD & SUSAN SMITH FAMILY FOUNDATION
EIN:
23-7090011
Description Amount
ADJUSTMENT TO PRIOR YEAR BOOK BALANCES 743,392
BOOK ADJUSTMENTS 2,295,101


TY 2023 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 61,317 0   61,317
INSURANCE 14,076 0   14,076
OFFICE EXPENSES 39,917 0   39,917
POSTAGE AND DELIVERY 5,527 0   5,527
IT AND TELECOM EXPENSES 76,079 0   76,079
PROFESSIONAL DEVELOPMENT 23,103 0   23,103
CONSULTING FEES 42,871 0   42,871
BANK FEES 327 0   327
EVENTS 121,557 0   121,557
WORKERS COMPENSATION 1,002 0   1,002
REPAIRS AND MAINTENANCE 3,040 0   3,040


TY 2023 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 169,885 169,885 169,885
OTHER INCOME FROM K-1S -71,692 -71,692 -71,692
OTHER INCOME FROM OFFSHORE FUNDS 78,059 78,059 78,059
OTHER INCOME FROM OTHER ENTITIES 57,580 57,580 57,580
OTHER INCOME FROM INVESTMENTS -202,159   -202,159


TY 2023 OtherIncreasesSchedule
Name:
RICHARD & SUSAN SMITH FAMILY FOUNDATION
EIN:
23-7090011
Description Amount
REFUND OF TAXES 1,755,313


TY 2023 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 78,133 76,702   0
FROM K-1S 4,789,969 4,635,256   0
OTHER ENTITY 942,208 942,208   0
OTHER PROFESSIONAL FEES 0 0   0


TY 2023 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 14,276 14,274   0
FEDERAL TAX PAID 200,000 0   0