TY 2024 Form 990PF

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)
	1	Contributions, gifts, grants, etc., received (attach schedule)	5,000,000
2	Check .............
3	Interest on savings and temporary cash investments	2,787,299	2,787,299
4	Dividends and interest from securities...	835,031	835,031
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		2,343,745
b	Gross sales price for all assets on line 6a 34
7	Capital gain net income (from Part IV, line 2)...		2,343,745
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	1,086,607	867,070	0
12	Total. Add lines 1 through 11........	12,052,682	6,833,145	0
	13	Compensation of officers, directors, trustees, etc.	0	0	0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	35,000	0	0	35,000
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	80,641	55,641	0	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	1,631,654	1,164,447	0	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	1,747,295	1,220,088	0	35,000
25	Contributions, gifts, grants paid.......	10,087,500			10,087,500
26	Total expenses and disbursements. Add lines 24 and 25	11,834,795	1,220,088	0	10,122,500
	27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	217,887
b	Net investment income (if negative, enter -0-)		5,613,057
c	Adjusted net income (if negative, enter -0-)...			0

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	2,343,745
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

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	78,021
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	78,021
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	78,021
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	65,261
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	30,000
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............	7	95,261
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content	8	375
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	16,865
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax16,865	Refunded	11	0

(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
LIA G POORVU	TRUSTEE 5.00	0	0	0
P O BOX 380828 CAMBRIDGE,MA02238
WILLIAM J POORVU	TRUSTEE 5.00	0	0	0
P O BOX 380828 CAMBRIDGE,MA02238

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
2LIFE COMMUNITIES SERVICES 30 WALLINGFORD ROAD BRIGHTON,MA02135	NONE	PUBLIC CHARITY	OPERATING SUPPORT	25,000
ACCELERATE CHANGE INC 2594 WASHINGTON ST SUITE 500 BOSTON,MA02135	NONE	PUBLIC CHARITY	OPERATING SUPPORT	25,000
ACLU FOUNDATION OF MA ONE CENTER PLAZA SUITE 850 BOSTON,MA02108	NONE	PUBLIC CHARITY	OPERATING SUPPORT	25,000
ADOLESCENT CONSULTATION SERVICES 189 CAMBRIDGE ST CAMBRIDGE,MA02141	NONE	PUBLIC CHARITY	ENDOWMENT - PROGRAM AND OPERATING SUPPORT	100,000
ALEXANDER TWILIGHT ACADEMY 195 W NEWTON ST 2 BOSTON,MA02116	NONE	PUBLIC CHARITY	OPERATING SUPPORT	10,000
AMERICAN ACADEMY OF ARTS AND SCIENCES 136 IRVING ST CAMBRIDGE,MA02141	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	200,000
AMERICAN ANCESTORS 99-101 NEWBURY ST BOSTON,MA02116	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	10,000
AMERICAN INDEPENDENT FOUNDATION 800 MAINE AVE SW STE 500 WASHINGTON DC,DC20024	NONE	PUBLIC CHARITY	OPERATING SUPPORT	25,000
AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET NEW YORK,NY10022	NONE	PUBLIC CHARITY	TRANSATLANTIC INSTITUTE	25,000
ARCHITECHTS FOUNDATION 1735 NEW YORK AVENUE WASHINGTON,DC20006	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	2,500
ARNOLD ARBORETUM (HARVARD) PO BOX 419209 BOSTON,MA02241	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	50,000
ASSOCIATES OF THE BOSTON PUBLIC LIBRARY 700 BOYLSTON ST BOSTON,MA02116	NONE	PUBLIC CHARITY	OPERATING SUPPORT	10,000
BARD COLLEGE - FISHER CENTER PO BOX 5000 ANNANDALEONTHEHUDSO,NY12504	NONE	PUBLIC CHARITY	FISHER CENTER	100,000
BARD COLLEGE - LONGY SCHOOL OF MUSIC C/O LONGY 27 GARDEN STREET CAMBRIDGE,MA02138	NONE	PUBLIC CHARITY	LONGY SCHOOL OF MUSIC	40,000
BOSTON AREA GLEANERS 91 MARTIN ST ACTON,MA01720	NONE	PUBLIC CHARITY	OPERATING SUPPORT	50,000
BOSTON BAROQUE 10 GUEST ST SUITE 290 BOSTON,MA02135	NONE	PUBLIC CHARITY	OPERATING SUPPORT	75,000
BOSTON BOOK FESTIVAL 720 MASSACHUSETTS AVE SUITE 8 CAMBRIDGE,MA02139	NONE	PUBLIC CHARITY	OPERATING SUPPORT	10,000
BOSTON BY FOOT 87 MOUNT VERNON ST BOSTON,MA02108	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	10,000
BOSTON CAMERATA PO BOX 120751 BOSTON,MA02112	NONE	PUBLIC CHARITY	OPERATING SUPPORT	45,000
BOSTON COLLEGE - MCMULLEN MUSEUM OF ART 140 COMMONWEALTH AVENUE CHESTNUT HILL,MA02467	NONE	PUBLIC CHARITY	MCMULLEN MUSEUM OF ART	5,000
BOSTON LANDMARKS ORCHESTRA 545 CONCORD AVENUE STE 318 CAMBRIDGE,MA02138	NONE	PUBLIC CHARITY	OPERATING SUPPORT	25,000
BOSTON LYRIC OPERA 11 AVENUE DE LAFAYETTE BOSTON,MA02111	NONE	PUBLIC CHARITY	OPERATING SUPPORT	10,000
BOSTON PUBLIC LIBRARY FOUNDATION 700 BOYLSTON ST BOSTON,MA02116	NONE	PUBLIC CHARITY	OPERATING SUPPORT	10,000
BOSTON SYMPHONY ORCHESTRA 301 MASS AVE BOSTON,MA02115	NONE	PUBLIC CHARITY	OPERATING SUPPORT	25,000
BOTTOM LINE 500 AMORY ST STE 3 JAMAICA PLAIN,MA02130	NONE	PUBLIC CHARITY	BOSTON PROGRAM	5,000
BREAKTHROUGH GREATER BOSTON 101 ROGERS ST S CAMBRIDGE,MA02142	NONE	PUBLIC CHARITY	OPERATING SUPPORT	5,000
BRIDGE OVER TROUBLED WATERS 47 WEST ST BOSTON,MA02111	NONE	PUBLIC CHARITY	OPERATING SUPPORT	25,000
BRIDGES HOMEWARD 60 GORE ST CAMBRIDGE,MA02141	NONE	PUBLIC CHARITY	OPERATING SUPPORT	10,000
BRIGHAM & WOMEN'S HOSPITAL 116 HUNTINGTON AVE 3RD FL BOSTON,MA02116	NONE	PUBLIC CHARITY	PROGRAM AND OPERATING SUPPORT	510,000
BROAD INSTITUTE 75 AMES ST ROOM 6023 CAMBRIDGE,MA02142	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	200,000
CAMBRIDGE CENTER FOR ADULT EDUCATION 42 BRATTLE STREET CAMBRIDGE,MA02138	NONE	PUBLIC CHARITY	OPERATING SUPPORT	10,000
CAMBRIDGE COMMUNITY FOUNDATION 99 BISHOP ALLEN DRIVE UNIT 115 CAMBRIDGE,MA02139	NONE	PUBLIC CHARITY	OPERATING SUPPORT	25,000
CAMBRIDGE HEALTH ALLIANCE FOUNDATION 350 MAIN STREET 5TH FLOOR MALDEN,MA02148	NONE	PUBLIC CHARITY	OPERATING SUPPORT	25,000
CAMBRIDGE PUBLIC LIBRARY FOUNDATION 449 BROADWAY CAMBRIDGE,MA02138	NONE	PUBLIC CHARITY	OPERATING SUPPORT	25,000
CAMP JABBERWOCKY PO BOX 1357 VINEYARD HAVEN,MA02568	NONE	PUBLIC CHARITY	OPERATING SUPPORT	5,000
CENTERVILLE PUBLIC LIBRARY 585 MAIN ST CENTERVILLE,MA02632	NONE	PUBLIC CHARITY	OPERATING SUPPORT	5,000
CENTRAL SYNAGOGUE 123 EAST 55TH STREET NEW YORK,NY10022	NONE	PUBLIC CHARITY	OPERATING SUPPORT	5,000
CHARITIES AID FOUNDATION OF AMERICA 225 REINEKERS LANE STE 375 ALEXANDRIA,VA22314	NONE	PUBLIC CHARITY	EDUCATION PROGRAM SUPPORT	25,000
COMBINED JEWISH PHILANTHROPIES 126 HIGH ST BOSTON,MA02110	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	150,000
CONSERVATORY LAB CHARTER SCHOOL 2120 DORCHESTER AVENUE BOSTON,MA02124	NONE	PUBLIC CHARITY	OPERATING SUPPORT	25,000
CRADLES TO CRAYONS 281 NEWTONVILLE AVENUE NEWTON,MA02460	NONE	PUBLIC CHARITY	PROGRAM AND OPERATING SUPPORT	50,000
CURE ALZHEIMER'S FOUNDATION 34 WASHINGTON ST STE 310 WELLESLEY HILLS,MA02481	NONE	PUBLIC CHARITY	OPERATING SUPPORT	10,000
DANA-FARBER CANCER INSTITUTE 10 BROOKLINE PLACE WEST BROOKLINE,MA02445	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	1,000,000
DE NOVO (FKA COMMUNITY LEGAL SERVICES AND COUNSELING CENTER) 47 THORNDIKE STREET CAMBRIDGE,MA02141	NONE	PUBLIC CHARITY	OPERATING SUPPORT	10,000
DEMOCRACY 21 EDUCATION FUND 2000 MASS AVE NW WASHINGTON,DC20036	NONE	PUBLIC CHARITY	OPERATING SUPPORT	5,000
DREAM PROGRAM THE PO BOX 361 WINOOSKI,VT05404	NONE	PUBLIC CHARITY	BOSTON PROGRAM	10,000
ECOAMERICA 1730 RHODE ISLAND AVE NW WASHINGTON,DC20036	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	1,100,000
ELEANOR ROOSEVELT VAL-KILL PARTNERSHIP 4097 ALBANY POST RD HYDE PARK,NY12538	NONE	PUBLIC CHARITY	OPERATING SUPPORT	10,000
EQUIS INSTITUTE 1728 OCEAN AVENUE PMB 171 SAN FRANCISCO,CA94112	NONE	PUBLIC CHARITY	OPERATING SUPPORT	25,000
EVERY1 CAN WORK 9639 FAIRFAX BLVD FAIRFAX,VA22031	NONE	PUBLIC CHARITY	OPERATING SUPPORT	5,000
FACING HISTORY AND OURSELVES 16 HURD RD BROOKLINE,MA02445	NONE	PUBLIC CHARITY	OPERATING SUPPORT	50,000
FAMILIES FIRST PARENITNG PROGRAMS INC 50 HUNT ST SUITE 300 WATERTOWN,MA02472	NONE	PUBLIC CHARITY	OPERATING SUPPORT	25,000
FAMILYAID BOSTON 3815 WASHINGTON ST BOSTON,MA02130	NONE	PUBLIC CHARITY	OPERATING SUPPORT	50,000
FILMMAKERS COLLABORATIVE 145 NINTH STREET 310 SAN FRANCISCO,CA94103	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	15,000
FOOD FOR FREE 59 INNER BELT RD SOMERVILLE,MA02143	NONE	PUBLIC CHARITY	OPERATING SUPPORT	50,000
FORT TICONDEROGA 100 FORT TI RD TICONDEROGA,NY12883	NONE	PUBLIC CHARITY	OPERATING SUPPORT	20,000
FRENCH CULTURAL CENTER 53 MARLBOROUGH ST BOSTON,MA02116	NONE	PUBLIC CHARITY	OPERATING SUPPORT	15,000
FRIENDS OF THE LOBKOWICZ COLLECTIONS PO BOX 814 DOVER,MA02030	NONE	PUBLIC CHARITY	OPERATING SUPPORT	10,000
FROM THE TOP PO BOX 845429 BOSTON,MA02284	NONE	PUBLIC CHARITY	OPERATING SUPPORT	5,000
GILDER LEHRMAN INSTITUTE 49 WEST 45TH ST 2ND FL NEW YORK,NY10036	NONE	PUBLIC CHARITY	PROGRAM AND OPERATING SUPPORT	350,000
GLOBAL IMPACT 1199 N FAIRFAX ST SUITE 300 ALEXANDRIA,VA22314	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	25,000
GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON,MA02118	NONE	PUBLIC CHARITY	OPERATING SUPPORT	10,000
GREATER BOSTON LEGAL SERVICES 197 FRIEND STREET BOSTON,MA02114	NONE	PUBLIC CHARITY	OPERATING SUPPORT	10,000
HARVARD HILLEL 52 MT AUBURN ST CAMBRIDGE,MA02138	NONE	PUBLIC CHARITY	PROGRAM AND OPERATING SUPPORT	10,000
HARVARD UNIVERSITY 48 QUINCY STREET CAMBRIDGE,MA02138	NONE	PUBLIC CHARITY	GRADUATE SCHOOL OF DESIGN	250,000
HARVARD UNIVERSITY 79 JFK ST BOX 100 CAMBRIDGE,MA02138	NONE	PUBLIC CHARITY	KENNEDY SCHOOL FOR WOMEN AND PUBLIC POLICY	5,000
HARVARD UNIVERSITY 79 JFK ST BOX 123 CAMBRIDGE,MA02138	NONE	PUBLIC CHARITY	SHORENSTEIN CTR ON MEDIA, POLITICS & PUBLIC POLICY	500,000
HIAS PO BOX 97077 WASHINGTON,DC20090	NONE	PUBLIC CHARITY	OPERATING SUPPORT	5,000
HOMESMART 105 CHAUNCY ST SUITE 502 BOSTON,MA02111	NONE	PUBLIC CHARITY	OPERATING SUPPORT	25,000
HOPEWELL FUND PO BOX 38068 BALTIMORE,MD21297	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	25,000
ISABELLA STEWART GARDNER MUSEUM 25 EVANS WAY BOSTON,MA02115	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	100,000
ISLAND HOUSING TRUST CORP 49 STATE RD UNIT 20 VINEYARD HAVEN,MA02568	NONE	PUBLIC CHARITY	OPERATING SUPPORT	5,000
IVY CHILD INTERNATIONAL 35 BEHARRELL ST 1265 CONCORD,MA01742	NONE	PUBLIC CHARITY	OPERATING SUPPORT	10,000
JANE DOE INC PO BOX 960849 BOSTON,MA02196	NONE	PUBLIC CHARITY	OPERATING SUPPORT	5,000
JEWISH WOMEN'S ARCHIVE 1 HARVARD ST SUITE 200 BROOKLINE,MA02445	NONE	PUBLIC CHARITY	OPERATING SUPPORT	10,000
KEAN UNIVERSITY FOUNDATION 1000 MORRIS AVENUE UNION,NJ07083	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	10,000
LEAP 31 JEFFERSON ST NEW HAVEN,CT06511	NONE	PUBLIC CHARITY	OPERATING SUPPORT	5,000
LOVIN' SPOONFULLS 189 WELLS AVENUE SUITE 100 NEWTON,MA02459	NONE	PUBLIC CHARITY	OPERATING SUPPORT	50,000
MARTHA'S VINEYARD MUSEUM 151 LAGOON POND RD VINEYARD HAVEN,MA02568	NONE	PUBLIC CHARITY	OPERATING SUPPORT	10,000
MASS POETRY 15 CHANNEL CTR ST STE 103 BOSTON,MA02210	NONE	PUBLIC CHARITY	OPERATING SUPPORT	5,000
MASSACHUSETTS HISTORICAL SOCIETY 1154 BOYLSTON ST BOSTON,MA02215	NONE	PUBLIC CHARITY	PROGRAM AND OPERATING SUPPORT	50,000
MASSACHUSETTS HUMANITIES 66 BRIDGE ST NORTHAMPTON,MA01060	NONE	PUBLIC CHARITY	OPERATING SUPPORT	50,000
METROPOLITAN HOUSING BOSTON 1411 TREMONT ST BOSTON,MA02120	NONE	PUBLIC CHARITY	OPERATING SUPPORT	5,000
METROPOLITAN OPERA ASSOCIATION 30 LINCOLN CENTER NEW YORK,NY10023	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	30,000
MORE THAN WORDS 56 FELTON STREET WALTHAM,MA02453		PUBLIC CHARITY	OPERATING SUPPORT	10,000
NATIONAL PUBLIC RADIO FOUNDATION 1111 NORTH CAPITOL ST NE WASHINGTON,DC20002	NONE	PUBLIC CHARITY	OPERATING SUPPORT	25,000
PARTNERS IN HEALTH 800 BOYLSTON ST SUITE 300 BOSTON,MA02199	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	10,000
PERKINS SCHOOL FOR THE BLIND 175 NORTH BEACON ST WATERTOWN,MA02472	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	10,000
PHILANTHROPY MASSACHUSETTS 133 FEDERAL ST SUITE 802 BOSTON,MA02110	NONE	PUBLIC CHARITY	SUMMER FUND	25,000
PHILLIPS ACADEMY ANDOVER 180 ANDOVER STREET ANDOVER,MA01810	NONE	PUBLIC CHARITY	SCHOLARSHIP FUND	50,000
PLANNED PARENTHOOD OF MASSACHUSETTS 1055 COMMONWEALTH AVE BOSTON,MA02215	NONE	PUBLIC CHARITY	OPERATING SUPPORT	25,000
POLLY HILL ARBORETUM PO BOX 561 WEST TISBURY,MA02575	NONE	PUBLIC CHARITY	OPERATING SUPPORT	5,000
PROJECT BREAD - THE WALK FOR HUNGER 145 BORDER STREET BOSTON,MA02128	NONE	PUBLIC CHARITY	OPERATING SUPPORT	50,000
RADCLIFFE INSTITUTE FOR ADVANCED STUDIES 10 GARDEN ST SUITE 300 CAMBRIDGE,MA02138	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	10,000
RAISING A READER 3 SCHOOL ST 3RD FLOOR BOSTON,MA02108	NONE	PUBLIC CHARITY	OPERATING SUPPORT	10,000
RAZOM FOR UKRAINE 140 2ND AVENUE SUITE 305 NEW YORK,NY10003	NONE	PUBLIC CHARITY	OPERATING SUPPORT	15,000
REPRODUCTIVE EQUITY NOW FOUNDATION ONE FEDERAL ST FLOOR 5 BOSTON,MA02108	NONE	PUBLIC CHARITY	OPERATING SUPPORT	25,000
ROCKEFELLER UNIVERSITY 1230 YORK AVENUE BOX 164 NEW YORK,NY10065	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	25,000
SHELTER MUSIC BOSTON 1337 MASS AVE 116 ARLINGTON,MA02476	NONE	PUBLIC CHARITY	OPERATING SUPPORT	5,000
SILK ROAD PROJECT PO BOX 35460 BRIGHTON,MA02135	NONE	PUBLIC CHARITY	OPERATING SUPPORT	5,000
SPORTSMEN'S TENNIS CLUB 950 BLUE HILL AVENUE DORCHESTER,MA02124	NONE	PUBLIC CHARITY	CAPITAL SUPPORT	10,000
SQUASHBUSTERS 795 COLUMBUS AVENUE ROXBURY CROSSING,MA02120	NONE	PUBLIC CHARITY	OPERATING SUPPORT	10,000
SUMMER SEARCH BOSTON 3840 WASHINGTON ST JAMAICA PLAIN,MA02130	NONE	PUBLIC CHARITY	OPERATING SUPPORT	100,000
SUNFLOWER OF PEACE PO BOX 600680 NEWTON,MA02460	NONE	PUBLIC CHARITY	OPERATING SUPPORT	15,000
TENACITY 38 EVERETT ST STE 50 BOSTON,MA02134	NONE	PUBLIC CHARITY	OPERATING SUPPORT	15,000
THE SCHWARTZ CENTER 100 CAMBRIDGE ST STE 2100 BOSTON,MA02114	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	15,000
THRIVE SCHOLARS 75 FEDERAL ST SUITE 1250 BOSTON,MA02110	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	15,000
TIDES FOUNDATION PO BOX 889389 LOS ANGELES,CA90088	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	25,000
TSNE MISSIONWORKS - INTEGRITY INITIATIVES INTERNATIONAL 89 SOUTH ST STE 700 BOSTON,MA02111	NONE	PUBLIC CHARITY	INTERGRITY INITIATIVES INTERNATIONAL	50,000
VILNA SHUL 18 PHILLIPS STREET BOSTON,MA02114	NONE	PUBLIC CHARITY	OPERATING SUPPORT	20,000
VINEYARD HAVEN PUBLIC LIBRARY BUILDING FOUNDATION PO BOX 4961 VINEYARD HAVEN,MA02568	NONE	PUBLIC CHARITY	OPERATING SUPPORT	5,000
WBUR 890 COMMONWEALTH AVE 3RD FL BOSTON,MA02215	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	600,000
WELLESLEY COLLEGE 106 CENTRAL STREET WELLESLEY,MA02381	NONE	PUBLIC CHARITY	PROGRAM AND OPERATING SUPPORT	260,000
WEST CHOP COMMUNITY FUND INC PO BOX 2009 TISBURY,MA02568	NONE	PUBLIC CHARITY	OPERATING SUPPORT	50,000
WGBH EDUCATIONAL FOUNDATION ONE GUEST STREET BOSTON,MA02135	NONE	PUBLIC CHARITY	PROJECT, PROGRAM, AND OPERATING SUPPORT	50,000
WHITEHEAD INSTITUTE 455 MAIN STREET CAMBRIDGE,MA02142	NONE	PUBLIC CHARITY	OPERATING SUPPORT	10,000
WORLD CENTRAL KITCHEN PO BOX 965538 WASHINGTON,DC20090	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	25,000
YALE HILLEL 80 WALL STREET NEW HAVEN,CT06511	NONE	PUBLIC CHARITY	OPERATING SUPPORT	10,000
YALE UNIVERSITY PO BOX 2038 NEW HAVEN,CT06521	NONE	PUBLIC CHARITY	ENDOWMENT AND OPERATING SUPPORT	2,505,000
Total ................................. 3a				10,087,500

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.............	2,239,413	12,653,798	12,653,798
	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)..........	126,826,497	List of Attached Documents: // Content 116,629,999	124,489,098
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	129,065,910	129,283,797	137,142,896
	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........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	129,065,910	129,283,797
	29	Total net assets or fund balances (see instructions).....	129,065,910	129,283,797
	30	Total liabilities and net assets/fund balances (see instructions).	129,065,910	129,283,797

(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	ST PASS THRU BAUPOST LIMITED PARTNERSHIP	P
b	LT PASS THRU BAUPOST LIMITED PARTNERSHIP	P
c	1231 PASS THRU BAUPOST LIMITED PARTNERSHIP	P
d	LT PASS THRU ENERGY CAPITAL PARTNERS II-B	P
e	ST PASS THRU SPRUCE HOUSE	P
	LT PASS THRU SPRUCE HOUSE	P
	LT PASS THRU MCR HOSPITALITY FUND	P
	1231 PASS THRU ABRAMS CAPITAL PARTNERS	P
	LT PASS THRU ABRAMS CAPTIAL PARTNERS	P
	ST PASS THRU ABRAMS CAPITAL PARTNERS	P
	LT PASS THRU CITIC CAPITAL CHINA PARTNERS II, LP	P
	ST PASS THRU BROWN ADVISORS INVESTORS SI INTERNATIONAL	P
	LT PASS THRU BROWN ADVISORY INVESTORS SI INTERNATIONAL	P
	LT PASS THRU SPT LLC	P
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(h) Gain or (loss) (e) plus (f) minus (g)
a		518,237
b		1,229,686
c		149,481
d		-99,681
e		-1,455
		292,248
		3,583
		2,094
		42,378
		-27,873
		-26,963
		7,369
		254,563
		44
	34	34

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			518,237
b			1,229,686
c			149,481
d			-99,681
e			-1,455
			292,248
			3,583
			2,094
			42,378
			-27,873
			-26,963
			7,369
			254,563
			44
			34

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









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

		(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7					6,560,805
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	3,777,635
b From 2020......	2,501,153
c From 2021......	3,008,782
d From 2022......	2,259,954
e From 2023......	2,326,689
f Total of lines 3a through e ........		13,874,213
4Qualifying distributions for 2024 from Part
XI, line 4: $ 10,122,500
a Applied to 2023, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2024 distributable amount.....					6,560,805
e Remaining amount distributed out of corpus		3,561,695
5 Excess distributions carryover applied to 2024.		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		17,435,908
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 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					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 2019 not applied on line 5 or line 7 (see instructions) ...		3,777,635
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		13,658,273
10 Analysis of line 9:
a Excess from 2020....	2,501,153
b Excess from 2021....	3,008,782
c Excess from 2022....	2,259,954
d Excess from 2023....	2,326,689
e Excess from 2024....	3,561,695

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) 2024	(b) 2023	(c) 2022	(d) 2021	(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

bApproved for future payment

Total ................................. 3b				0

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 ...........	531120		14		2,791,549
4 Dividends and interest from securities ....	531120		14		835,065
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 .....	531120				1,086,607
8 Gain or (loss) from sales of assets other than inventory ............	531120				2,343,745
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		0	7,056,966

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.)
3	INVESTMENT INCOME
7	INVESTMENT INCOME
8	INVESTMENT INCOME
4	INVESTMENT INCOME

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.

Name of organization THE WILLIAM & LIA G POORVU FAMILY FOUNDATION

Part I	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	WILLIAM J POORVU P O BOX 380828 CAMBRIDGE, MA02238	$ 5,000,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Name of organization THE WILLIAM & LIA G POORVU FAMILY FOUNDATION		Employer identification number 04-2651199

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)


Name of organization THE WILLIAM & LIA G POORVU FAMILY FOUNDATION			Employer identification number 04-2651199
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.) $ Use duplicate copies of Part III if additional space is needed.

Software ID:
Software Version:

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
ABRAMS CAPITAL PARTNERS II, LP	AT COST	2,092,224	2,090,133
BAUPOST LIMITED PARTNERSHIP 1983 C-1	AT COST	92,902,552	91,736,937
BLUE SPRUCE	AT COST	6,500,000	12,474,425
BROWN ADVISORY GLOBAL FOCUS	AT COST	1,000,000	1,499,821
BROWN ADVISTORY INVESTORS SI INTERNATIONAL LLLP	AT COST	3,869,981	3,869,981
CBL & ASSOCIATES	AT COST	1,298,150	7,176
CITIC CAPITAL CHINA PARTNERS II, LP	AT COST	179,795	118,284
ENERGY CAPITAL PARTNERS III-B, LP	AT COST	208,064	194,459
ENERGY CAPITAL PARTNRES IV-B LP	AT COST	637,670	851,329
FINEPOINT CAPITAL PARTNERS II, LP	AT COST	72,420	72,415
MCR HOSPITALITY FUND II LP	AT COST	375,924	370,545
MCR HOSPITALITY FUND LP	AT COST	275,316	275,313
NEW VERNON INDIA FUND II, LP	AT COST	1,250,000	4,592,185
SRS LONG OPPORTUNITIES	AT COST	1,000,000	1,505,497
THE ENGINE FOLLOW-ON FUND I, LP	AT COST	806,729	806,729
THE SPRUCE HOUSE PARTNERSHIP, LP	AT COST	3,586,539	3,586,539
ECP CALPINE HOLDINGS LP	AT COST	167,261	0
SPT LLC	AT COST	55	55
MCR HOSPITALITY FUND IV LP	AT COST	235,295	235,295
EQUAL OPPORTUNITY VENTURES FUND III LP	AT COST	98,453	128,453
THE ENGINE FUND III LP	AT COST	73,571	73,527

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
DEDUCTIONS RELATED TO PORTFOLIO INCOME	1,613,968	1,164,447	0	0
NON-DEDUCTIBLE EXPENSES	17,686	0	0	0

Description	Revenue And Expenses Per Books	Net Investment Income
FROM ABRAMS CAPITAL PARTNERS	-4,242	-4,242
FROM BAUPOST 1983 C-1	504,882	504,882
UBTI REPORTED AS CAPITAL GAINS	219,537	0
CITIC CAPITAL CHINA PARTNERS II	22	22
BROWN ADVISORY INVESTORS SI INTERNATIONAL LLLP	917	917
STATE REFUNDS	22,658	22,658
IRS REFUNDS	342,658	342,658
ENERGY CAPITAL PARTNERS III-B	-7	-7
SPRUCE HOUSE	182	182

Category	Amount	Net Investment Income
FEDERAL TAXES	25,000	0
FOREIGN TAXES	55,141	55,141
STATE TAXES	500	500