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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 05-01-2024 , and ending 04-30-2025
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$400,615,641J 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) 7,105,521
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,073,249 2,050,098  
4 Dividends and interest from securities... 1,483,222 1,482,299  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 16,860,577
b Gross sales price for all assets on line 6a 20,772,323
7 Capital gain net income (from Part IV, line 2)... 16,615,306
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
827,152 1,070,875  
12 Total. Add lines 1 through 11........ 28,349,721 21,218,578  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,085,631 0   1,085,631
14 Other employee salaries and wages...... 196,043 0   196,043
15 Pension plans, employee benefits....... 337,592 0   337,592
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
17,806 0   17,806
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
65,205 32,603   32,602
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
5,802,805 5,587,385   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
37,585 37,074   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
740 0  
20 Occupancy.............. 228,443 0   228,443
21 Travel, conferences, and meetings....... 6,146 0   6,146
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
530,892 0   530,892
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,308,888 5,657,062   2,435,155
25 Contributions, gifts, grants paid....... 15,577,783 15,577,783
26 Total expenses and disbursements. Add lines 24 and 25 23,886,671 5,657,062   18,012,938
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,463,050
b Net investment income (if negative, enter -0-) 15,561,516
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 7,657,251 1,390,998 2,746,526
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) 320,185 0 0
b Investments—corporate stock (attach schedule)....... 27,487,988 Click to see attachment
List of Attached Documents:
// Content
25,643,001 		45,908,383
c Investments—corporate bonds (attach schedule)....... 1,376,138 Click to see attachment
List of Attached Documents:
// Content
1,749,319 		1,768,953
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).......... 258,536,718 Click to see attachment
List of Attached Documents:
// Content
273,456,810 		349,512,657
14 Land, buildings, and equipment: basis right arrow139,974
Less: accumulated depreciation (attach schedule) right arrow128,089 12,625 Click to see attachment
List of Attached Documents:
// Content
11,885 		11,885
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) 296,058,142 302,919,250 400,615,641
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........ 296,058,142 302,919,250
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)..... 296,058,142 302,919,250
30 Total liabilities and net assets/fund balances (see instructions). 296,058,142 302,919,250
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
296,058,142
2
Enter amount from Part I, line 27a .....................
2
4,463,050
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,398,058
4
Add lines 1, 2, and 3 ..........................
4
302,919,250
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
302,919,250
Form 990-PF (2024)
Form 990-PF (2024)
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   2024-12-31
b ASTEYA PARTNERS DELAWARE LP P   2024-12-31
c BARRYS CORNER HOLDINGS LLC P   2024-12-31
d BAUPOST VALUE PARTNERS, L.P.-I P   2024-12-31
e BOSTON SEED CAPITAL FUND IV LP P   2024-12-31
BRIGHTSTAR CAPITAL PARTNERS FUND III-A LP P   2024-12-31
BRIGHTSTAR CAPITAL PARTNERS REPLAY LP P   2024-12-31
CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN EUROPE III P   2024-12-31
CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN X P   2024-12-31
CASDIN PRIVATE GROWTH EQUITY FUND, L.P. P   2024-12-31
CB OP FEEDER I, LP P   2024-12-31
CB OP FEEDER V, LP P   2024-12-31
CB OP FEEDER V-B, LP P   2024-12-31
CB OFFSHORE EQUITY FUND IX, LP P   2024-12-31
CB OFFSHORE EQUITY FUND VIII LP P   2024-12-31
CHARLESBANK EQUITY FUND VII, LP P   2024-12-31
CHESTNUT HILL VENTURES, LLC P   2024-12-31
COLLAB+CONSUMER FUND I, LP P   2024-12-31
COLLABORATIVE IV, L.P. P   2024-12-31
COLLABORATIVE V, L.P. P   2024-12-31
CORMORANT PRIVATE HEALTHCARE FUND IV, LP P   2024-12-31
ELEPHANT PARTNERS I LP P   2024-12-31
ELEPHANT PARTNERS II-B LP P   2024-12-31
ELEPHANT PARTNERS III-B LP P   2024-12-31
ELEPHANT PARTNERS IV-B LP P   2024-12-31
FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP P   2024-12-31
FARALLON CAPITAL PARTNERS, LP P   2024-12-31
HILLHOUSE FUND IV LP P   2024-12-31
HOLDCO OPPORTUNITIES FUND II, LP P   2024-12-31
HOF III LIQUIDATING PARTNERSHIP LP P   2024-12-31
HOLDCO OPPORTUNITIES FUND IV, L.P. P   2024-12-31
JMC PLATFORM FUND II-B LP P   2024-12-31
LIMINALITY PARTNERS, LP P   2024-12-31
LUXOR CAPITAL PARTNERS LIQUIDATING SPV, LLC P   2024-12-31
MATRIX PARTNERS INDIA IV LP P   2024-12-31
MAVERON EQUITY PARTNERS VI, L.P. P   2024-12-31
MAVERON EQUITY PARTNERS VII, L.P. P   2024-12-31
MFN PARTNERS LP P   2024-12-31
MITHRIL LP P   2024-12-31
MITHRIL II LP P   2024-12-31
NALANDA INDIA EQUITY FUND LIMITED P   2024-12-31
NAVITAS FUND, LP P   2024-12-31
OAKTREE VALUE EQUITY FUND (DELAWARE), L.P. P   2024-12-31
PEAR VENTURES IV, LP P   2024-12-31
QIMING US HEALTHCARE FUND II LP P   2024-12-31
QIMING US HEALTHCARE FUND III LP P   2024-12-31
QIMING VENTURE PARTNERS FUND V LP P   2024-12-31
QIMING VENTURE PARTNERS VI, LP P   2024-12-31
QIMING VENTURE PARTNERS VII LP P   2024-12-31
QIMING VENTURE PARTNERS VIII LP P   2024-12-31
RA CAPITAL HEALTHCARE FUND, LP P   2024-12-31
REGENT OFFICE FUND II, LLC P   2024-12-31
REGENT OPPORTUNITY FUND IV, LLC P   2024-12-31
REVELATION (FKA LEERINK) HEALTHCARE FUND II LP P   2024-12-31
REVELATION (FKA LEERINK) HEALTHCARE FUND III LP P   2024-12-31
RIVA CAPITAL PARTNERS IV LP P   2024-12-31
SANKATY CREDIT OPPORTUNITIES IV, L.P. P   2024-12-31
SECTION 32 FUND 4, LP P   2024-12-31
SHAWSPRING PARTNERS QP FUND LP P   2024-12-31
SHINE CAPITAL I, LP P   2024-12-31
SHINE CAPITAL II P   2024-12-31
SHINE CAPITAL OPPORTUNITIES FUND I P   2024-12-31
SIXTH STREET OPPORTUNITIES PARTNERS II (B) LP (FKA TPG) P   2024-12-31
SIXTH STREET OPPORTUNITIES PARTNERS III (B) LP (FKA TPG) P   2024-12-31
SL SPV-1 FEEDER I, L.P. P   2024-12-31
SOSIN QP PARTNERS, LP P   2024-12-31
STONY BROOK COMMONS COMPANY (RICHARD ALAN SMITH ESTATE) P   2024-12-31
SPARK CAPITAL VII P   2024-12-31
SPT LLC P   2024-12-31
SUMMIT PARTNERS PRIVATE EQUITY FUND VII-B, L.P. P   2024-12-31
TCG 3.0-B, LP P   2024-12-31
TCV VELOCITY FUND I (A), LP P   2024-12-31
TENFORE HOLDINGS FUND II, LP P   2024-12-31
THRIVE CAPITAL PARTNERS V, L.P. P   2024-12-31
THRIVE CAPITAL PARTNERS VI GROWTH, LP P   2024-12-31
THRIVE CAPITAL PARTNERS VI, LP P   2024-12-31
THRIVE CAPITAL PARTNERS VII GROWTH LP P   2024-12-31
THRIVE CAPITAL PARTNERS VII LP P   2024-12-31
THRIVE CAPITAL PARTNERS VIII GROWTH LP P   2024-12-31
THRIVE CAPITAL PARTNERS VIII GROWTH-C FEEDER, L.P. P   2024-12-31
THRIVE CAPITAL PARTNERS VIII, L.P. P   2024-12-31
THRIVE CAPITAL PARTNERS IX GROWTH, L.P. P   2024-12-31
UNDERSCORE.VC FUND I, L.P. P   2024-12-31
UNDERSCORE.VC FUND II, L.P. P   2024-12-31
VENROCK ASSOCIATES V, L.P. P   2024-12-31
WESTCAP STRATEGIC OPERATOR FUND II LP P   2024-12-31
WESTCAP STRATEGIC OPERATOR US FEEDER FUND, L.P. P   2024-12-31
WILL VENTURES FUND II P   2024-12-31
XFUND 2, L.P. P   2024-12-31
XFUND 3, LP P   2024-12-31
ADDITION ONE, L.P. P   2024-12-31
ADDITION THREE, L.P. P   2024-12-31
ADDITION THREE (AIV) FEEDER, L.P. P   2024-12-31
ADDITION THREE (AIV) II, L.P. P   2024-12-31
BERKSHIRE FUND VII, L.P. P   2024-12-31
BRAZOS EQUITY FUND II, LP P   2024-12-31
CHARLESBANK EQUITY COINVESTMENT FUND VI, LP P   2024-12-31
DENHAM COMMODITY PARTNERS FUND V LP P   2024-12-31
GLENDON OPPORTUNITIES P   2024-12-31
NALANDA INDIA FUND LIMITED P   2024-12-31
RESOURCE CAPITAL FUND IV L.P. P   2024-12-31
RHO VENTURES V, LP P   2024-12-31
RIVA CAPITAL PARTNERS III, LP P   2024-12-31
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII, L.P. P   2024-12-31
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XIV, L.P. P   2024-12-31
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI L.P. P   2024-12-31
TRG FORESTRY FUND 8-B LP P   2024-12-31
VENROCK ASSOCIATES VI, LP P   2024-12-31
VENROCK ASSOCIATES IV, LP P   2024-12-31
WLR IV LOANS AIV, L.P. P   2024-12-31
GOULSTON & STORRS-77 P   2024-12-31
GOLDMAN SACHS ACC P   2024-12-31
GOLDMAN SACH RICHARD & SUSAN FAM FDN GOVT/CORP FI P   2024-12-31
CHESTNUT HEDGE FUND P   2024-12-31
OFFSHORE FUNDS P   2024-12-31
LUXOR CAPITAL PARTNERS LIQUIDATING SPV, LLC P   2024-12-31
(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     4,044 -4,044
b     23,656 -23,656
c 1,705   65,115 -63,410
d 63,826     63,826
e     27,746 -27,746
4,344     4,344
229,505     229,505
28,715     28,715
3,748     3,748
    190,030 -190,030
    94,340 -94,340
17,067     17,067
1,191     1,191
30,868     30,868
    73,694 -73,694
    6,639 -6,639
    818 -818
351,802     351,802
    18,311 -18,311
    1,601 -1,601
6,942     6,942
    119,657 -119,657
    81,393 -81,393
15,559     15,559
    30,091 -30,091
    1,965 -1,965
17,388     17,388
18,079     18,079
345,938     345,938
1,220     1,220
    106,586 -106,586
839,689     839,689
51,188     51,188
565     565
    479 -479
    34,819 -34,819
    6,856 -6,856
564,911   187,434 377,477
848     848
72,904     72,904
33,253     33,253
38,351     38,351
856,489     856,489
    6,591 -6,591
327,507     327,507
    25,002 -25,002
53,451     53,451
    32,106 -32,106
    317 -317
764     764
6,180,086   97,777 6,082,309
    492,431 -492,431
    122,584 -122,584
    46,916 -46,916
112,030   15,189 96,841
108,413   9,083 99,330
    651 -651
    21,235 -21,235
    1,008,332 -1,008,332
    36,333 -36,333
5,649     5,649
      0
22,162     22,162
11,369     11,369
365,725     365,725
    411,204 -411,204
985     985
7,275     7,275
36     36
    9,165 -9,165
    67,504 -67,504
90,533     90,533
    114,459 -114,459
295,019     295,019
75,645     75,645
    7,841 -7,841
39,973     39,973
    7,597 -7,597
837     837
15     15
1,107     1,107
336     336
    38,178 -38,178
    15,502 -15,502
    974 -974
    4,955 -4,955
392,206     392,206
    80,593 -80,593
    20,012 -20,012
    42,768 -42,768
    3,460 -3,460
    147 -147
945     945
8,380     8,380
21     21
14,986     14,986
651   298 353
    2,674 -2,674
241,046     241,046
835,524     835,524
    35,067 -35,067
    13,436 -13,436
30,718   12,774 17,944
120,938     120,938
    18,591 -18,591
61,528     61,528
    28,514 -28,514
11,423     11,423
    98 -98
    222,848 -222,848
1,083,043     1,083,043
3,157,886     3,157,886
6,754     6,754
1,404,130   8,537 1,395,593
2,107,132     2,107,132
      0
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       -4,044
b       -23,656
c       -63,410
d       63,826
e       -27,746
      4,344
      229,505
      28,715
      3,748
      -190,030
      -94,340
      17,067
      1,191
      30,868
      -73,694
      -6,639
      -818
      351,802
      -18,311
      -1,601
      6,942
      -119,657
      -81,393
      15,559
      -30,091
      -1,965
      17,388
      18,079
      345,938
      1,220
      -106,586
      839,689
      51,188
      565
      -479
      -34,819
      -6,856
      377,477
      848
      72,904
      33,253
      38,351
      856,489
      -6,591
      327,507
      -25,002
      53,451
      -32,106
      -317
      764
      6,082,309
      -492,431
      -122,584
      -46,916
      96,841
      99,330
      -651
      -21,235
      -1,008,332
      -36,333
      5,649
      0
      22,162
      11,369
      365,725
      -411,204
      985
      7,275
      36
      -9,165
      -67,504
      90,533
      -114,459
      295,019
      75,645
      -7,841
      39,973
      -7,597
      837
      15
      1,107
      336
      -38,178
      -15,502
      -974
      -4,955
      392,206
      -80,593
      -20,012
      -42,768
      -3,460
      -147
      945
      8,380
      21
      14,986
      353
      -2,674
      241,046
      835,524
      -35,067
      -13,436
      17,944
      120,938
      -18,591
      61,528
      -28,514
      11,423
      -98
      -222,848
      1,083,043
      3,157,886
      6,754
      1,395,593
      2,107,132
      0
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 16,615,306
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) 1 216,305
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........................... 3 216,305
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- ..... 5 216,305
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 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. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 360,310
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow360,310 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		432,512 54,268 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
MARJORIE RINGROSE DIRECTOR OF EDUCATION
40.00 		240,003 51,673 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
SHANNA SHULMAN DIRECTOR HEALTH AND MEDICAL RESEARCH
40.00 		244,629 49,074 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
AMY HAMPE SENIOR PROGRAM OFFICER
40.00 		168,487 47,282 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
HALLE KENDALL SMITH 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 OPERATIONS MANAGER
40.00 		111,950 43,839 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
FAOUZI TALABI PROGRAM ASSOCIATE
40.00 		84,093 14,363 0
ONE NEWTON EXECUTIVE PARK STE 104
NEWTON,MA02462
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
GOULSTON & STORRS INVESTMENT AND LEGAL ADVISOR 345,013
1 PO SQ FL 25
BOSTON,MA021092115
CAMBRIDGE ASSOCIATES LLC INVESTMENT ADVISOR 252,152
100 SUMMER STREET
BOSTON,MA02110
DELOITTE TAX LLP ACCOUNTING 65,205
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 (2024)
Form 990-PF (2024)
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
383,863,297
b
Average of monthly cash balances.......................
1b
7,104,435
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
390,967,732
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
390,967,732
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
5,864,516
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
385,103,216
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
19,255,161
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
19,255,161
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
216,305
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
32,878
c
Add lines 2a and 2b............................
2c
249,183
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
19,005,978
4
Recoveries of amounts treated as qualifying distributions................
4
11,641
5
Add lines 3 and 4............................
5
19,017,619
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
19,017,619
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
18,012,938
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
18,012,938
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 19,017,619
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......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 892,190
f Total of lines 3a through e ........ 892,190
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 18,012,938
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..... 18,012,938
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 892,190 892,190
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		112,491
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) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or 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 (2024)
Form 990-PF (2024)
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

ACLU FOUNDATION

1 CENTER PLZ STE 850
BOSTON,MA021081800 		NONE PUBLIC CHARITY SOCIAL RIGHTS 500

ANIMAL PROTECTION CENTER OF SOUTHEASTERN MASSACHUSETTS

1300 W ELM STREET EXT
BROCKTON,MA02301 		NONE PUBLIC CHARITY ANIMAL WELFARE 11,600

ARLINGTON LIBRARIES FOUNDATION

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

ASCENTRIA CARE ALLIANCE (RUTH'S HOUSE)

11 SHATTUCK ST
WORCESTER,MA01605 		NONE PUBLIC CHARITY HUMAN SERVICES 38,800

BENJAMIN FRANKLIN CUMMINGS INSTITUTE OF TECHNOLOGY

41 BERKELEY STREET
BOSTON,MA02116 		NONE PUBLIC CHARITY EDUCATION 100,000

BENJAMIN FRANKLIN CUMMINGS INSTITUTE OF TECHNOLOGY

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

BETH EL TEMPLE CENTER

2 CONCORD AVE
BELMONT,MA02478 		NONE PUBLIC CHARITY JEWISH CAUSES 2,665

BETH ISRAEL DEACONESS MEDICAL CENTER

330 BROOKLINE AVE
BELMONT,MA02478 		NONE PUBLIC CHARITY HEALTH 25,000

BETH ISRAEL DEACONESS MEDICAL CENTER

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

BOSTON CHILDREN'S HOSPITAL

300 LONGWOOD AVE
BOSTON,MA02215 		NONE PUBLIC CHARITY HEALTH 25,000

BOSTON CHILDREN'S HOSPITAL

300 LONGWOOD AVE
BOSTON,MA02215 		NONE PUBLIC CHARITY MEDICAL RESEARCH 135,000

BOSTON CHILDREN'S HOSPITAL

330 BROOKLINE AVE
BOSTON,MA02215 		NONE PUBLIC CHARITY HEALTH 100,000

BOSTON CHILDREN'S HOSPITAL

330 BROOKLINE AVE
BOSTON,MA02215 		NONE PUBLIC CHARITY HEALTH 250,000

BOSTON COLLEGE

CADIGAN ALUMNI CENTER 140
CHESTNUT HILL,MA02467 		NONE PUBLIC CHARITY MEDICAL RESEARCH 135,000

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 1,500,000

BOSTON MEDICAL CENTER

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

BOSTON PLAN FOR EXCELLENCE

67 KEMBLE STREET SUITE 25
BOSTON,MA02119 		NONE PUBLIC CHARITY EDUCATION 150,000

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,MA02115 		NONE PUBLIC CHARITY MEDICAL RESEARCH 133,000

BOSTON UNIVERSITY

595 COMMONWEALTH AVE SUITE 700 WEST
ENTERANCE
BOSTON,MA02115 		NONE PUBLIC CHARITY MEDICAL RESEARCH 200,000

BOSTON UNIVERSITY

595 COMMONWEALTH AVE SUITE 700 WEST
ENTERANCE
BOSTON,MA02115 		NONE PUBLIC CHARITY MEDICAL RESEARCH 200,000

BOSTON UNIVERSITY

595 COMMONWEALTH AVE SUITE 700 WEST
ENTERANCE
BOSTON,MA02115 		NONE PUBLIC CHARITY MEDICAL RESEARCH 200,000

BOYS & GIRLS CLUBS OF BOSTON

200 HIGH STREET SUITE 3B
BOSTON,MA02118 		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 50,000

BRANDEIS UNIVERSITY

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

BRIGHAM AND WOMEN'S HOSPITAL

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

BRIGHAM AND WOMEN'S HOSPITAL

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

BUCKINGHAM BROWNE AND NICHOLS SCHOOL

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

BUCKINGHAM BROWNE AND NICHOLS SCHOOL

80 GERRYS LANDING ROAD
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY EDUCATION 5,000

BUNKER HILL COMMUNITY COLLEGE

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

CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION

BULDING 1 ROOM 115 ADVANCEMENT
SERVICES
SAN LUIS OBISPO,CA93407 		NONE PUBLIC CHARITY EDUCATION 5,000

CAPE COD HEALTHCARE

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

CARLETON COLLEGE

SAYLES HILL CAMPUS CENTER NORTH
COLLEGE STREET
NORTHFIELD,MN55057 		NONE PUBLIC CHARITY EDUCATION 250

CHILDREN'S ADVOCACY CENTER OF SUFFOLK COUNTY

989 COMMONWEALTH AVE
BOSTON,MA02215 		NONE PUBLIC CHARITY HUMAN SERVICES 49,420

COASTAL FOODSHED

127 RODNEY FRENCH BLVD STE 312
NEW BEDFORD,MA02744 		NONE PUBLIC CHARITY HEALTH 47,025

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 900

COMBINED JEWISH PHILANTHROPIES

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

COMMUNITY BOATING CENTER

PO BOX 5849
PROVIDENCE,RI02903 		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 30,000

DANA-FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02445 		NONE PUBLIC CHARITY HEALTH 25,000

DANA-FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02445 		NONE PUBLIC CHARITY HEALTH 12,500

ENTREPRENEURSHIP FOR ALL

175 CABOT STREET SUITE 310
LOWELL,MA01854 		NONE PUBLIC CHARITY COMMUNITY AND ECONOMIC DEVELOPMENT 5,000

ESPLANADE ASSOCIATION

575 BOYLSTON STREET SUITE 4R
BOSTON,MA02116 		NONE PUBLIC CHARITY CULTURAL VITALITY 1,000,000

ESSEX COUNTY COMMUNITY FOUNDATION

500 CUMMINGS CENTER SUITE 5450
BEVERLY,MA01915 		NONE PUBLIC CHARITY EDUCATION 100,000

EXPRESS YOURSELF

100 CUMMINGS CENTER SUITE 165E
BEVERLY,MA01915 		NONE PUBLIC CHARITY HUMAN SERVICES 25,000

FESSENDEN SCHOOL

250 WALTHAM STREET
WEST NEWTON,MA02465 		NONE PUBLIC CHARITY EDUCATION 10,000

FREEDOM HOUSE INC

5 CRAWFORD STREET
DORCHESTER,MA02121 		NONE PUBLIC CHARITY EDUCATION 50,000

FRIENDS COMMITTEE ON NATIONAL LEGISLATION (EDUCATION FUND)

245 SECOND ST NE
WASHINGTON,DC20002 		NONE PUBLIC CHARITY EDUCATION 250

FRIENDS OF THE WALPOLE TOWN LIBRARY

PO BOX 965
WALPOLE,NH03608 		NONE PUBLIC CHARITY LIBRARIES 5,000

GREATER LAWRENCE TECHNICAL SCHOOL

57 RIVER ROAD
ANDOVER,MA01810 		NONE PUBLIC CHARITY EDUCATION 10,000

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 135,000

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

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 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 250,000

HARVARD COLLEGE PRESIDENT AND FELLOWS OF

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

HEALTH RESOURCES IN ACTION

2 BOYLSTON STREET 4TH FLOOR
BOSTON,MA02116 		NONE PUBLIC CHARITY MEDICAL RESEARCH 373,158

HIAS

1300 SPRING STREET SUITE 500
SILVER SPRING,MD20910 		NONE PUBLIC CHARITY HUMAN SERVICES 360

HYDE SQUARE TASK FORCE

30 SUNNYSIDE STREET
JAMAICA PLAIN,MA02130 		NONE PUBLIC CHARITY HUMAN SERVICES 20,000

HYDE SQUARE TASK FORCE

30 SUNNYSIDE STREET
JAMAICA PLAIN,MA02130 		NONE PUBLIC CHARITY HUMAN SERVICES 375

HYDE SQUARE TASK FORCE

30 SUNNYSIDE STREET
JAMAICA PLAIN,MA02130 		NONE PUBLIC CHARITY HUMAN SERVICES 200

JEWISH COMMUNAL FUND

575 MADISON AVENURE SUITE 703
NEW YORK,NY10022 		NONE PUBLIC CHARITY JEWISH CAUSES 37,500

JEWISH NEWS SERVICE

831 BEACON STREET SUITE 272
NEWTON CENTER,MA02459 		NONE PUBLIC CHARITY JEWISH CAUSES 12,500

JOSLIN DIABETES CENTER

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

JUNIOR ACHIEVEMENT OF GREATER BOSTON

80 CITY SQUARE
BOSTON,MA02127 		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 33,579

KEY BISCAYNE PRESBYTERIAN CHURCH

160 HARBOR DRIVE
KEY BISCAYNE,FL33149 		NONE PUBLIC CHARITY EDUCATION 1,000

KEY BISCAYNE PRESBYTERIAN CHURCH

160 HARBOR DRIVE
KEY BISCAYNE,FL33149 		NONE PUBLIC CHARITY EDUCATION 1,000

KIDS IN TECH

660 SUFFOLK STREET SUITE 125
LOWELL,MA01854 		NONE PUBLIC CHARITY EDUCATION 32,296

KWONG KOW CHINESE SCHOOL

87 TYLER STREET
BOSTON,MA02111 		NONE PUBLIC CHARITY EDUCATION 30,000

LEAP FOR EDUCATION

35 CONGRESS STREET SUITE 102
SALEM,MA01970 		NONE PUBLIC CHARITY EDUCATION 48,290

MASSACHUSETTS ADOPTION RESOURCE EXCHANGE

19 NEEDHAM STREET SUITE 206
NEWTON,MA02461 		NONE PUBLIC CHARITY HUMAN SERVICES 50,000

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 125,000

MASSACHUSETTS GENERAL HOSPITAL

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

MASSACHUSETTS GENERAL HOSPITAL

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

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA STREET SUITE 540
BOSTON,MA02114 		NONE PUBLIC CHARITY MEDICAL RESEARCH 200,000

MASSACHUSETTS IMMIGRANT AND REFUGEE ADVOCACY COALITION INC

69 CANAL STREET 3RD FLOOR
BOSTON,MA02114 		NONE PUBLIC CHARITY HUMAN SERVICES 500

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

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

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

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

MASSACHUSETTS RIVERS ALLIANCE

11 CURTIS AVENUE
SOMERVILLE,MA02144 		NONE PUBLIC CHARITY ENVIRONMENT 100

MASSINC

11 BEACON STREET SUITE 500
BOSTON,MA02108 		NONE PUBLIC CHARITY EDUCATION 125,000

MAYYIM HAYYIM

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

MIDDLEBURY COLLEGE

14 OLD CHAPEL RD
MIDDLEBURY,VT05753 		NONE PUBLIC CHARITY EDUCATION 2,500

MIDDLESEX COMMUNITY COLLEGE

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

MILTON ACADEMY

170 CENTRE STREET
MILTON,MA02186 		NONE PUBLIC CHARITY EDUCATION 57,500

MORE THAN WORDS

56 FELTON STREET
WALTHAM,MA02453 		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 500,000

MSPCA-ANGELL

350 SOUTH HUNTINGTON AVENUE
BOSTON,MA02130 		NONE PUBLIC CHARITY ANIMAL WELFARE 5,000

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

MYRIAD USA

551 5TH AVE SUITE 2400
NEW YORK,NY10176 		NONE PUBLIC CHARITY HUMAN SERVICES 350

NEWTON WELLESLEY HOSPITAL FOUNDATION

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

PAN MASSACHUSETTS CHALLENGE

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

PAN MASSACHUSETTS CHALLENGE

77 4TH AVENURE
NEEDHAM,MA02494 		NONE PUBLIC CHARITY MEDICAL RESEARCH 3,750

PAN MASSACHUSETTS CHALLENGE

77 4TH AVENURE
NEEDHAM,MA02494 		NONE PUBLIC CHARITY MEDICAL RESEARCH 10,000

PAN MASSACHUSETTS CHALLENGE

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

PAN MASSACHUSETTS CHALLENGE

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

PARK STREET SCHOOL

67 BRIMMER STREET
BOSTON,MA02108 		NONE PUBLIC CHARITY EDUCATION 5,000

PHILLIPS BROOKS HOUSE ASSOCIATION INCORPORATED

HARVARD YARD
CAMBRIDGE,MA02138 		NONE PUBLIC CHARITY HUMAN SERVICES 48,750

PINE STREET INN

444 HARRISON AVENUE
BOSTON,MA02118 		NONE PUBLIC CHARITY HUMAN SERVICES 7,500

PLANNED PARENTHOOD

1055 COMMONWEALTH AVE
BOSTON,MA02215 		NONE PUBLIC CHARITY HEALTH 250

PROVINCETOWN THEATER

238 BRADFORD ST
PROVINCETOWN,MA02657 		NONE PUBLIC CHARITY CULTURAL VITALITY 125

REACH BEYOND DOMESTIC VIOLENCE

PO BOX 540024
WALTHAM,MA02454 		NONE PUBLIC CHARITY HUMAN SERVICES 35,606

REACH UNIVERSITY

1221 PRESERVATION PARK WAY SUITE
100
OAKLAND,CA94612 		NONE PUBLIC CHARITY EDUCATION 75,000

REACH UNIVERSITY

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

RESIST INC

42 SEAVERNS AVE JAMAICA PLAIN MA
JAMAICA PLAIN,MA02130 		NONE PUBLIC CHARITY HUMAN RIGHTS 300

SPORTSMEN'S TENNIS & ENRICHMENT CENTER

950 BLUE HILL AVENUE
DORCHESTER,MA02124 		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 50,034

STEPPINGSTONE FOUNDATION

200 HIGH STREET SUITE 210
BOSTON,MA02110 		NONE PUBLIC CHARITY EDUCATION 10,000

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 10,000

TENACRE COUNTRY DAY SCHOOL

78 BENVENUE STREET
WELLESLEY,MA02482 		NONE PUBLIC CHARITY EDUCATION 12,500

THE BASE

150 SHIRLEY STREET
BOSTON,MA02119 		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 50,000

THE BOSTON FOUNDATION

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

THE DIMOCK CENTER

55 DIMOCK STREET
BOSTON,MA02119 		NONE PUBLIC CHARITY HEALTH 250,000

THE GREATER BOSTON FOOD BANK INC

70 SOUTH BAY AVENUE
BOSTON,MA02118 		NONE PUBLIC CHARITY HUMAN SERVICES 25,000

THE INSTITUTE OF CONTEMPORARY ART

25 HARBOR SHORE DRIVE
BOSTON,MA02118 		NONE PUBLIC CHARITY CULTURAL VITALITY 50,000

THE MEADOWBROOK SCHOOL OF WESTON

10 FARM ROAD
WESTON,MA02493 		NONE PUBLIC CHARITY EDUCATION 100,000

TRUSTEES OF DARTMOUTH COLLEGE

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

TSNE (THIRD SECTOR NEW ENGLAND)

NONPROFIT CENTER 89 SOUTH STREET
SUITE 700
BOSTON,MA02111 		NONE PUBLIC CHARITY ECONOMIC DEVELOPMENT 16,600

TUFTS UNIVERSITY

419 BOSTON AVE
MEDFORD,MA02155 		NONE PUBLIC CHARITY EDUCATION 200,000

TUFTS UNIVERSITY

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

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 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

UPPER CAPE COD REGIONAL VOCATIONAL TECHNICAL SCHOOL

220 SANDWICH ROAD
BOURNE,MA02532 		NONE PUBLIC CHARITY EDUCATION 10,000

UTEC

35 WARREN ST
LOWELL,MA01852 		NONE PUBLIC CHARITY YOUTH DEVELOPMENT 250

WAYPOINT ADVENTURE

453 CONCORD AVENUE
LEXINGTON,MA02421 		NONE PUBLIC CHARITY HUMAN SERVICES 53,000

WILLIAMS COLLEGE

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

WILLIAMS COLLEGE

880 MAIN STREET
WILLIAMSTOWN,MA01267 		NONE PUBLIC CHARITY EDUCATION 5,000

YALE UNIVERSITY

105 WALL STREET
NEW HAVEN,CT06520 		NONE PUBLIC CHARITY EDUCATION 200,000

YMCA CAPE COD

2245 IYANNOUGH ROAD
WEST BARNSTABLE,MA02668 		NONE PUBLIC CHARITY HUMAN SERVICES 800,000

UNIVERSITY OF MASSACHUSETTS CHAN MEDICAL SCHOOL

55 LAKE AVENUE NORTH
WORCESTER,MA01655 		NONE PUBLIC CHARITY MEDICAL RESEARCH 75,000
Total .................................right arrow 3a 15,577,783
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 23,151 14 2,050,098  
4 Dividends and interest from securities .... 900001 923 14 1,482,299  
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 1,070,875  
8 Gain or (loss) from sales of assets other than
inventory ............ 		900001 245,270 18 16,615,306  
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 -243,723 14    
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 25,621 21,218,578 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
21,244,199
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
RICHARD & SUSAN SMITH FAMILY FOUNDATION
  		Employer identification number
23-7090011
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
RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST
 
ONE NEWTON EXECUTIVE PARK 104
 
NEWTON, MA02462

$ 400,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST
 
ONE NEWTON EXECUTIVE PARK 104
 
NEWTON, MA02462

$ 240,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST
 
ONE NEWTON EXECUTIVE PARK 104
 
NEWTON, MA02462

$ 13,519


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST
 
ONE NEWTON EXECUTIVE PARK 104
 
NEWTON, MA02462

$ 1,042


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST
 
ONE NEWTON EXECUTIVE PARK 104
 
NEWTON, MA02462

$ 212,124


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST
 
ONE NEWTON EXECUTIVE PARK 104
 
NEWTON, MA02462

$ 125,204


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
RICHARD & SUSAN SMITH FAMILY FOUNDATION
  		Employer identification number
23-7090011
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
7
RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST
 
ONE NEWTON EXECUTIVE PARK 104
 
NEWTON, MA02462

$ 14,441


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST
 
ONE NEWTON EXECUTIVE PARK 104
 
NEWTON, MA02462

$ 3,809,672


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST
 
ONE NEWTON EXECUTIVE PARK 104
 
NEWTON, MA02462

$ 231,712


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST
 
ONE NEWTON EXECUTIVE PARK 104
 
NEWTON, MA02462

$ 29,722


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST
 
ONE NEWTON EXECUTIVE PARK 104
 
NEWTON, MA02462

$ 247,773


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST
 
ONE NEWTON EXECUTIVE PARK 104
 
NEWTON, MA02462

$ 66,967


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
RICHARD & SUSAN SMITH FAMILY FOUNDATION
  		Employer identification number
23-7090011
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
13
RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST
 
ONE NEWTON EXECUTIVE PARK 104
 
NEWTON, MA02462

$ 172,736


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST
 
ONE NEWTON EXECUTIVE PARK 104
 
NEWTON, MA02462

$ 4,817


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST
 
ONE NEWTON EXECUTIVE PARK 104
 
NEWTON, MA02462

$ 429,286


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST
 
ONE NEWTON EXECUTIVE PARK 104
 
NEWTON, MA02462

$ 803,448


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST
 
ONE NEWTON EXECUTIVE PARK 104
 
NEWTON, MA02462

$ 33,362


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST
 
ONE NEWTON EXECUTIVE PARK 104
 
NEWTON, MA02462

$ 269,695


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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
9
 CHESTNUT HILL VENTURE K-1 $ 231,712 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
10
 CHESTNUT HILL VENTURE K-1 $ 29,722 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
11
 BAUPOST VALUE PARTNERS LP II $ 247,773 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
12
 CHESTNUT VENTURE CAPITAL NOMINEE TR DENHAM COMMODITY PARTNERS FUND IV LP $ 66,967 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
13
 CHESTNUT VENTURE CAPITAL NOMINEE TR BAIN CAPITAL EUROPE III LP $ 172,736 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
14
 CHESTNUT VENTURE CAPITAL NOMINEE TR CHARLESBANK EQUITY FUND VII LP $ 4,817 2024-12-31
Schedule B (Form 990) (Rev. 1-2025)
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
15
 CHESTNUT VENTURE CAPITAL NOMINEE TR DENHAM COMMODITY PARTNERS FUND V LP $ 429,286 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
16
 DUNE REAL ESTATE FUND II LP $ 803,448 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
17
 SANKATY CREDIT OPPORTUNITIES IV LP $ 33,362 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
18
 VENROCK ASSOCIATES IV LP $ 269,695 2024-12-31
(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
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
RICHARD & SUSAN SMITH FAMILY FOUNDATION
EIN:
23-7090011
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DELOITTE TAX 65,205 32,603   32,602

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

TY 2024 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 11,020 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 5,181 SL 39.000000000000 241 0    

TY 2024 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 1,749,319 1,768,953

TY 2024 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 25,643,001 45,908,383

TY 2024 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 2,325,346 3,046,610
ASTEYA PARTNERS DELAWARE LP AT COST 2,036,221 4,512,087
BARRYS CORNER HOLDINGS LLC AT COST 0 1,163,076
BAUPOST VALUE PARTNERS, L.P.-I AT COST 2,046,133 1,927,516
BAUPOST VALUE PARTNERS, L.P.-II AT COST 2,304,152 247,773
BLACK STONE MINERALS, L.P. AT COST 697,500 0
BOSTON SEED CAPITAL FUND IV LP AT COST 334,787 333,483
BRAZOS EQUITY FUND III, LP AT COST 108,069 240,473
BRIGHTSTAR CAPITAL PARTNERS FUND III-A LP AT COST 681,441 563,788
BRIGHTSTAR CAPITAL PARTNERS QUALTEK LP AT COST 0 307
BRIGHTSTAR CAPITAL PARTNERS REPLAY LP AT COST 232,566 646,193
BRIGHTSTAR CAPITAL PARTNERS TEXAS WATER, L.P. AT COST 6,665 161,260
CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN EUROPE III AT COST 0 86,551
CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN X AT COST 38,933 296,772
CASDIN PRIVATE GROWTH EQUITY FUND, L.P. AT COST 3,659,706 2,855,728
CB OP FEEDER II LP AT COST 10,816 0
CB OP FEEDER III, LP AT COST 70,322 0
CB OP FEEDER V, LP AT COST 58,203 0
CB OP FEEDER V-B, LP AT COST 4,478 0
CB OP FEEDER VI, LP AT COST 24,389 0
CB OP FEEDER VII, LP AT COST 61,970 0
CB OP AGGREGATOR II-B, LP AT COST 1,155 0
CB OFFSHORE EQUITY FUND IX, LP AT COST 1,036,587 2,031,279
CB OFFSHORE EQUITY FUND VIII LP AT COST 2,298,953 2,152,167
CHARLESBANK EQUITY FUND VII, LP AT COST 200,582 11,665
CHARLES RIVER INSTITUTIONAL FUND III, L.P. AT COST 60,125 0
CHESTNUT HILL VENTURES, LLC AT COST 628,347 335,148
COLLAB+CONSUMER FUND I, LP AT COST 414,386 623,893
COLLABORATIVE IV, L.P. AT COST 861,324 1,728,060
COLLABORATIVE V, L.P. AT COST 1,137,096 993,935
COLLAB VI LP AT COST 200,000 200,000
CONTINGENCY CAPITAL FUND II-A LP AT COST 446,522 193,758
CORMORANT PRIVATE HEALTHCARE FUND IV, LP AT COST 1,454,962 1,528,453
DIV CHARLES PARK INVESTOR, LP AT COST 11,919 1,765
DUNE REAL ESTATE FUND II LP AT COST 585,217 803,448
ELEPHANT PARTNERS 2023 SPV-A LP AT COST 3,006,061 3,004,134
ELEPHANT PARTNERS I LP AT COST 1,978,867 2,133,690
ELEPHANT PARTNERS II-B LP AT COST 1,002,077 2,407,450
ELEPHANT PARTNERS III-B LP AT COST 2,006,230 3,006,095
ELEPHANT PARTNERS IV-B LP AT COST 3,687,232 3,392,023
ELEPHANT PARTNERS V-B LP AT COST 1,386,867 283,792
ETHOS BEIGNET DIRECT, LLC AT COST 1,862,040 7,354,426
ETHOS CAPITAL INVESTMENTS A LP AT COST 1,653,059 3,582,214
FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP AT COST 1,936,651 50,534
FARALLON CAPITAL PARTNERS, LP AT COST 0 152,655
GREENOAKS CAPITAL OPPORTUNITIES FUND V LP AT COST 2,145,297 1,436,905
GREENOAKS CAPITAL MS WAYNE MANOR SERIES AT COST 1,481,923 1,481,923
HILLHOUSE FUND IV LP AT COST 3,593,905 5,004,710
HOLDCO OPPORTUNITIES FUND II, LP AT COST 0 434,551
HOF III LIQUIDATING PARTNERSHIP LP AT COST 3,143,419 1,872,821
HOLDCO OPPORTUNITIES FUND IV, L.P. AT COST 4,009,610 4,754,864
JMC PLATFORM FUND II-B LP AT COST 1,038,754 1,978,937
KINGSWAY FRONTIER CONSUMER OPPORTUNITIES (FCO2) GROWTH FUND II LTD AT COST 1,631,936 2,621,885
REVELATION (FKA LEERINK) HEALTHCARE FUND II LP AT COST 772,787 952,102
REVELATION (FKA LEERINK) HEALTHCARE FUND III LP AT COST 1,948,162 2,539,181
LIMINALITY PARTNERS, LP AT COST 293,670 167,844
LUXOR CAPITAL PARTNERS LIQUIDATING SPV, LLC AT COST 42,147 401,771
MATRIX PARTNERS CHINA VII, LP AT COST 857,335 634,150
MATRIX PARTNERS INDIA IV LP AT COST 1,390,053 1,058,647
MAVERON EQUITY PARTNERS VI, L.P. AT COST 1,021,761 1,937,793
MAVERON EQUITY PARTNERS VII, L.P. AT COST 740,784 714,532
MAVERON EQUITY PARTNERS VIII, L.P. AT COST 634,369 610,993
MISCHIEF 2 LP AT COST 1,126,281 761,894
MFN PARTNERS LP AT COST 6,828,276 11,568,649
MITHRIL LP AT COST 1,405,071 2,177,517
MITHRIL II LP AT COST 1,692,878 1,266,957
NALANDA INDIA EQUITY FUND LIMITED AT COST 482,820 664,407
NAVA VENTURES I, LP AT COST 1,296,258 2,706,235
NAVA VENTURES II, LP AT COST 36,575 42,480
NV PARTNERS IV LP AT COST 165,568 29,790
OAKTREE VALUE EQUITY FUND (DELAWARE), L.P. AT COST 1,083,138 361,842
PEAR VENTURES IV, LP AT COST 825,562 750,171
PHOENIX VENTURE HOLDINGS LLC AT COST 104 0
PRIAM CAPITAL FUND III LP AT COST 2,616,510 2,526,102
QIMING US HEALTHCARE FUND II LP AT COST 2,652,328 2,507,691
QIMING US HEALTHCARE FUND III LP AT COST 1,031,254 987,958
QIMING US HEALTHCARE FUND LP AT COST 597,825 543,907
QIMING VENTURE PARTNERS FUND V LP AT COST 1,637,338 2,719,127
QIMING VENTURE PARTNERS VI, LP AT COST 2,103,555 3,226,652
QIMING VENTURE PARTNERS VII LP AT COST 2,214,864 2,935,394
QIMING VENTURE PARTNERS VIII LP AT COST 661,632 643,937
QIMING VENTURE PARTNERS VIII-HC LP AT COST 563,058 468,177
RA CAPITAL HEALTHCARE FUND, LP AT COST 17,967,997 26,187,455
REGENT OPPORTUNITY FUND IV, LLC AT COST 1,966,172 1,835,445
RIVA CAPITAL PARTNERS IV LP AT COST 3,524,193 9,889,568
ROAD CAPITAL MASTER FUND LP AT COST 3,000,000 3,384,276
SANKATY CREDIT OPPORTUNITIES IV, L.P. AT COST 549,123 33,362
SECTION 32 FUND 4, LP AT COST 1,585,568 1,856,849
SECTION 32 FUND 5, LP AT COST 1,288,543 687,907
SHAWSPRING PARTNERS QP FUND LP AT COST 3,063,683 2,980,295
SHINE CAPITAL I, LP AT COST 1,204,000 1,462,736
SHINE CAPITAL II AT COST 1,757,043 1,152,938
SHINE CAPITAL OPPORTUNITIES FUND I AT COST 341,946 305,634
SIXTH STREET OPPORTUNITIES PARTNERS II (B) LP AT COST 0 21,623
SIXTH STREET OPPORTUNITIES PARTNERS III (B) LP AT COST 467,152 444,771
SL SPV-1 FEEDER I, L.P. AT COST 0 411,332
SOSIN QP PARTNERS, LP AT COST 4,205,995 5,046,055
STONY BROOK COMMONS COMPANY (RICHARD ALAN SMITH ESTATE) AT COST 129,298 0
SPARK CAPITAL GROWTH IV AT COST 1,247,771 1,411,087
SPARK CAPITAL VII AT COST 583,552 567,774
SPT LLC AT COST 45 0
SUMMIT PARTNERS PRIVATE EQUITY FUND VII-B, L.P. AT COST 110,759 107,826
TCG 2.0-B, LP AT COST 2,518,071 3,500,648
TCG 3.0-B, LP AT COST 1,151,070 1,240,173
TCV VELOCITY FUND I (A), LP AT COST 550,312 520,797
TENFORE HOLDINGS FUND II, LP AT COST 2,354,898 5,505,389
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 947,912 1,713,983
THRIVE CAPITAL PARTNERS VI GROWTH, LP AT COST 977,356 1,891,789
THRIVE CAPITAL PARTNERS VI, LP AT COST 496,005 1,490,892
THRIVE CAPITAL PARTNERS VII GROWTH LP AT COST 2,038,611 2,555,792
THRIVE CAPITAL PARTNERS VII LP AT COST 704,992 739,309
THRIVE CAPITAL PARTNERS VIII GROWTH LP AT COST 2,381,305 3,312,790
THRIVE CAPITAL PARTNERS VIII LP AT COST 398,487 520,390
THRIVE CAPITAL PARTNERS IX LP AT COST 56,501 56,501
THRIVE CAPITAL PARTNERS IX GROWTH, L.P. AT COST 646,398 0
TIGER GLOBAL PIP 1 LLC AT COST 2,953,311 1,920,823
TIGER GLOBAL PIP 1-O L.P. AT COST 1,477,338 1,224,336
TWE DISC AGGREGATOR, LLC AT COST 2,052,465 2,880,000
OPPS III DELAWARE AIV I-B, L.P. (FKA TOP III DELAWARE AIV I-B, L.P.) AT COST 101,646 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 861,261 2,196,293
UNDERSCORE.VC FUND II, L.P. AT COST 1,188,740 1,822,534
UNDERSCORE VC FUND II EXT AT COST 308,442 319,460
UNDERSCORE VC FUND III, L.P. AT COST 582,288 119,857
VENROCK ASSOCIATES IV, L.P. AT COST 262,913 269,695
VENROCK ASSOCIATES V, L.P. AT COST 352,490 242,187
WESTCAP BG CONVERT AT COST 504,884 1,830,698
WESTCAP FLYR CO-INVEST 2022, LLC AT COST 542,443 593,562
WESTCAP GOODLEAP CO-INVEST 2021, LLC AT COST 816,167 588,135
WESTCAP HOPPER 2021 CO-INVEST, LLC AT COST 1,004,662 1,271,851
WESTCAP STRATEGIC OPERATOR FUND AT COST 654,130 0
WESTCAP STRATEGIC OPERATOR FUND II LP AT COST 5,325,425 7,136,231
WESTCAP STRATEGIC OPERATOR US FEEDER FUND, L.P. AT COST 1,154,547 17,291,476
WESTCAP STUB LLC AT COST 6,517,220 7,026,568
WILL VENTURES FUND II AT COST 1,511,505 1,158,961
XFUND 2, L.P. AT COST 875,035 2,677,343
XFUND 3, LP AT COST 685,383 449,852
ADDITION ONE, L.P. AT COST 2,452,327 3,074,513
ADDITION THREE LP AT COST 2,106,304 2,409,042
ADDITION FOUR LP AT COST 1,258,194 1,051,847
BERKSHIRE FUND VII, L.P. AT COST 89,058 81,876
CHARLESBANK EQUITY COINVESTMENT FUND VI, LP AT COST 364,982 42,682
DENHAM COMMODITY PARTNERS FUND V LP AT COST 78,287 143,093
DENHAM IV CONTINUATION FUND LP AT COST 245,563 22,102
ETON PARK AT COST 6,982 139
GLENDON OPPORTUNITIES FUND LP AT COST 0 664,836
NALANDA INDIA FUND LIMITED AT COST 2,238,521 6,081,106
RESOURCE CAPITAL FUND IV L.P. AT COST 204,112 83,093
RHO VENTURES V, LP AT COST 146,942 17,414
RIVA CAPITAL PARTNERS III, LP AT COST 766,914 1,082,971
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI L.P. AT COST 4,401,970 4,639,541
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII LP AT COST 3,130,195 4,046,885
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XIV LP AT COST 2,686,650 1,836,674
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XV FEEDER LP AT COST 1,899,760 1,374,121
VENROCK ASSOCIATES IV, LP AT COST 1,663,270 107,861
VENROCK ASSOCIATES VI, LP AT COST 0 2,904,286
CHESTNUT HEDGE FUND LLC AT COST 8,059,934 15,038,833
SANKATY CREDIT OPPORTUNITIES IV LP (OFFSHORE) AT COST 1,663,049 1,157
DOVER STREET VI CAYMAN FUND LP AT COST 673,831 0
DOVER STREET VII CAYMAN FUND LP AT COST 25,600 1,671
MOON CAPITAL GLOBAL EQUITY OFFSHORE FUND LTD AT COST 33,070 29,400
NEW VERNON INDIA (CAYMAN) FUND II LP AT COST 0 2,215
LUXOR CAPITAL PARTNERS OFFSHORE FD AT COST 795,606 20,924
PATRON CAPITAL III AT COST 578,671 31,204
RA CAPITAL NEXUS INTERNATIONAL FUND, L.P. AT COST 3,072,938 2,675,164
RA CAPITAL NEXUS INTERNATIONAL II FUND, L.P. AT COST 3,009,843 3,169,016
RA CAPITAL NEXUS INTERNATIONAL FUND III, L.P. AT COST 2,155,415 1,898,518
HIMALAYA CAPITAL INVESTORS OFFSHORE LP AT COST 0 61,660
YIHENG CAPITAL OFFSHORE FUND AT COST 1,272,966 7,521,448
ABDIEL QUALIFIED OFFSHORE PARTNERS LP AT COST 12,000,000 10,777,698
DRAGONEER OPPORTUNITIES OFFSHORE FEEDER V LP AT COST 4,629,076 3,974,651
DRAGONEER OPPORTUNITIES OFFSHORE FEEDER VI LP AT COST 1,356,786 792,600
DURABLE CAPITAL OPPORTUNITIES OFFSHORE FUND LP AT COST 707,623 454,336
HONGKOU CAPITAL OFFSHORE AT COST 2,795,198 712,630
TENFORE HOLDINGS OPPORTUNITY FUND I OFFSHORE AT COST 985,140 661,075
TENFORE HOLDINGS OFFSHORE FUND III AT COST 1,440,782 630,175
MAGIC SPOON INC AT COST 1,499,996 1,499,996
REGGORA INC AT COST 1,117,226 1,117,226
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
SLATE CRAFT GOODS - SERIES B PREFERRED AT COST 499,997 499,997
STOCKBRIDGE FUND (OS) LTD AT COST 0 5,899
CORPAY INC CORP AT COST 104 462,025
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 1,598,848 1,598,852
HERO HEALTH INC. AT COST 2,259,923 2,094,778
STREET SMARTS VR AT COST 1,000,044 1,000,044
STREET SMARTS VR INC - SERIES A-1 PREFERRED AT COST 124,462 123,870
STREET SMARTS VR INC - SERIES A-2 PREFERRED AT COST 271,367 271,366
CLOUDFLARE INC CLASS A CORP AT COST 17,907 1,207,921
CODA CO-0307 FUND I AT COST 1,084,792 1,000,000
THS KINGSWAY - FRONTIER CONSUMER FUND AT COST 3,000,000 3,071,293
WAYFAIR INC AT COST 118,155 45,511
DENHAM COMMODITY PARTNERS FUND IV LP AT COST 171,246 28,949
BAIN CAPITAL EUROPE III LP AT COST 25,654 172,736
CHARLESBANK EQUITY FUND VII LP AT COST 5,531 4,817
DENHAM COMMODITY PARTNERS FUND V LP AT COST 102,117 429,286

TY 2024 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 11,519 7,926 7,926
PHONE EQUIPMENT 9,939 9,939 0 0
FURNITURE & FIXTURE 101,209 101,209 0 0
LEASEHOLD IMPROVE 9,381 5,422 3,959 3,959


TY 2024 LegalFeesSchedule
Name:
RICHARD & SUSAN SMITH FAMILY FOUNDATION
EIN:
23-7090011
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 17,806 0   17,806


TY 2024 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 2024 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 71,430 0   71,430
INSURANCE 17,649 0   17,649
OFFICE EXPENSES 157,074 0   157,074
POSTAGE AND DELIVERY 6,048 0   6,048
IT AND TELECOM EXPENSES 78,065 0   78,065
PROFESSIONAL DEVELOPMENT 33,358 0   33,358
BANK FEES 105 0   105
EVENTS 163,843 0   163,843
WORKERS COMPENSATION 1,090 0   1,090
MEALS & ENTERTAINMENT 2,230 0   2,230


TY 2024 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 -93,978 -93,978 -93,978
OTHER INCOME FROM K-1S 533,340 533,340 533,340
OTHER INCOME FROM OFFSHORE FUNDS 570,410 570,410 570,410
OTHER INCOME FROM OTHER ENTITIES 61,103 61,103 61,103
OTHER INCOME FROM INVESTMENTS -243,723   -243,723


TY 2024 OtherIncreasesSchedule
Name:
RICHARD & SUSAN SMITH FAMILY FOUNDATION
EIN:
23-7090011
Description Amount
DIFFERENCE IN COST AND FMV 2,143,822
REFUND OF TAXES 250,000
OTHER ADJUSTMENT 4,236


TY 2024 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 87,598 87,159   0
FROM K-1S 5,088,010 4,873,029   0
OTHER ENTITY 600,487 600,487   0
OTHER PROFESSIONAL FEES 26,710 26,710   0


TY 2024 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 37,085 37,074   0
MA TAX PAID 500 0   0