TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

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

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 11-01-2024 , and ending 10-31-2025

Name of foundation
THE NANCY LURIE MARKS FAMILY FOUNDATION

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

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

A Employer identification number

04-2607232

B Telephone number (see instructions)

(617) 482-1776

C If exemption application is pending, check here right arrow

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

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

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

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

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

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

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

$166,155,994J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	1,210,525		1,200,351
4	Dividends and interest from securities...	1,353,155		1,351,632
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		5,804,454
b	Gross sales price for all assets on line 6a 6,870,945
7	Capital gain net income (from Part IV, line 2)...			5,732,716
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	5,336,714	5,374,815
12	Total. Add lines 1 through 11........	13,704,848		13,659,514
13	Compensation of officers, directors, trustees, etc.	737,423		0	737,423
14	Other employee salaries and wages......	411,633		0	411,633
15	Pension plans, employee benefits.......	279,594		0	279,594
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	171,181	0	171,181
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	60,950	30,475	30,475
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	1,720,196	1,603,072	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	104,770	103,820	950
19	Depreciation (attach schedule) and depletion...	List of Attached Documents: // Content	45,255	0
20	Occupancy..............	206,358		0	206,358
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	297,905	0	297,905
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	4,035,265		1,737,367	2,135,519
25	Contributions, gifts, grants paid.......	9,718,963			9,718,963
26	Total expenses and disbursements. Add lines 24 and 25	13,754,228		1,737,367	11,854,482
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-49,380
b	Net investment income (if negative, enter -0-)			11,922,147
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	1,012,608	5,047,884	5,354,063
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	119,561,380	List of Attached Documents: // Content 114,881,010	160,800,693
	14	Land, buildings, and equipment: basis 959,202
		Less: accumulated depreciation (attach schedule) 957,964	1,247	List of Attached Documents: // Content 1,238	1,238
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	120,575,235	119,930,132	166,155,994
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	120,575,235	119,930,132
	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).....	120,575,235	119,930,132
	30	Total liabilities and net assets/fund balances (see instructions).	120,575,235	119,930,132

Part III

Analysis of Changes in Net Assets or Fund Balances

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

120,575,235

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

-49,380

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

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

120,525,855

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

595,723

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

119,930,132

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
1 a	ABRAMS CAPITAL PARTNERS II, L.P.	P
b	ABC BLOCKED SELLER PARTNERSHIP LP	P
c	ADAGE CAPITAL PARTNERS, L.P.	P
d	ADDITION TWO LP	P
e	BAUPOST VALUE PARTNERS, L.P. - I	P
	BRIGHTSTAR CAPITAL PARTNERS FUND II-A LP	P
	BRIGHTSTAR CAPITAL PARTNERS FUND III-A LP	P
	CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN EUROPE III	P
	CA RESOURCES FUND (U.S. TAX-EXEMPT), L.P. - SERIES BAIN X	P
	CB OFFSHORE EQUITY FUND VIII, LP	P
	CB OFFSHORE EQUITY FUND IX LP	P
	CB OP AGGREGATOR II-B, LP	P
	CB OP FEEDER I, LP	P
	CB OP FEEDER II LP	P
	CENTER ROCK CAPITAL PARTNERS FUND I-A LP	P
	CB OP FEEDER V, LP	P
	CB OP FEEDER V-B, LP	P
	CB OP FEEDER VI, LP	P
	CB OP FEEDER VII, LP	P
	CB OFFSHORE EQUITY OVERAGE FUND X, LP	P
	CB OFFSHORE EQUITY FUND X, LP	P
	CHARLES RIVER INSTITUTIONAL FUND III, LP	P
	CHESTNUT HILL VENTURES, LLC	P
	DEFINE VENTURES FUND II LP	P
	DRIVE CAPITAL FUND III TE	P
	ELEPHANT PARTNERS I LP	P
	ELEPHANT PARTNERS II-B LP	P
	ELEPHANT PARTNERS III-B LP	P
	ELEPHANT PARTNERS IV-B LP	P
	FIKA VENTURES II	P
	FORTRESS CREDIT OPPORTUNITIES FUND V (A) LP	P
	FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (A) LP	P
	HILLHOUSE FUND IV LP	P
	HOLDCO OPPORTUNITIES FUND II, L.P.	P
	HOF III LIQUIDATING PARTNERSHIP LP	P
	IR&M CORE BOND FUND	P
	INTERNATIONAL RESEARCH EQUITY EXTENDED FUND	P
	LL MORTGAGE FUND LP	P
	QIMING US HEALTHCARE FUND III LP	P
	QIMING US HEALTHCARE FUND II LP	P
	QIMING VENTURE PARTNERS FUND V LP	P
	QIMING VENTURE PARTNERS VI LP	P
	QIMING VENTURE PARTNERS VII LP	P
	QIMING VENTURE PARTNERS VIII LP	P
	REGENT OPPORTUNITY FUND IV, LLC	P
	REVELATION HEALTHCARE FUND II LP	P
	REVELATION HEALTHCARE FUND III LP	P
	RIVA CAPITAL PARTNERS IV LP	P
	THE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY TRUST	P
	SIXTH STREET OPPORTUNITIES PARTNERS II (B), L.P.	P
	SL SPV-1 FEEDER I L.P	P
	SL SPV-2 LP	P
	SLP III EW FEEDER I, LP	P
	SUMMIT PARTNERS PRIVATE EQUITY FUND VII-B, L.P.	P
	TINICUM TAX EXEMPT LP	P
	UNDERSCORE VC FUND II LP	P
	US RESEARCH EQUITY EXTENDED FUND, L.P.	P
	VENROCK ASSOCIATES V, L.P.	P
	XFUND 2, LP - CLASS A	P
	XFUND 2, LP - CLASS B	P
	XFUND 3 LP	P
	YORKTOWN ENERGY PARTNERS XI LP	P
	ADDITION ONE, L.P.	P
	ADDITION THREE, L.P.	P
	ADDITION THREE (AIV) FEEDER, L.P.	P
	ADDITION THREE (AIV) II, L.P.	P
	BERKSHIRE FUND VII, L.P.	P
	BERKSHIRE FUND IX-A (IND), L.P.	P
	BERKSHIRE FUND IX-A IND VP AIV, L.P.	P
	CHARLESBANK EQUITY COINVESTMENT FUND VI, LP	P
	DENHAM COMMODITY PARTNERS FUND V LP	P
	GOF FEEDER A LP (GLENDON OPPORTUNITIES FUND LP)	P
	FORTRESS CREDIT OPPORTUNITIES FUND IV(A) LP	P
	NALANDA INDIA FUND LIMITED	P
	RESOURCE CAPITAL FUND IV L.P.	P
	RHO VENTURES V, LP	P
	RIVA CAPITAL PARTNERS III, LP	P
	SIXTH STREET OPPORTUNITIES PARTNERS III (B), L.P.	P
	TCG 3.0-B, LP	P
	TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI L.P.	P
	TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII, L.P.	P
	TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XIV, L.P.	P
	TRG FORESTRY FUND 8-B LP	P
	VENROCK ASSOCIATES VI, LP	P
	VENROCK ASSOCIATES IV, LP	P
	HILDENE OPPORTUNITIES OFFSHORE FUND LTD CLASS F	P
	DOVER STREET VII CAYMAN FUND LP	P
	GOF II FEEDER A	P
	CHESTNUT HEDGE FUND LLC	P
	GOULSTON & STORRS	P
	YORKTOWN ENERGY PARTNERS XI LP	P
	BAUPOST VALUE PARTNERS, L.P. - I	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	30,220	4,891	25,329
b	398,606	26,280	372,326
c		7,680	-7,680
d		1,361	-1,361
e	38,159		38,159
	98,165		98,165
	1,629		1,629
		165	-165
	9,815		9,815
		31,583	-31,583
	21,907		21,907
	7		7
		12	-12
	61		61
	227,314		227,314
	11,637		11,637
	812		812
	40		40
	21		21
	44,772	14,842	29,930
	52,963	10,987	41,976
	7,354		7,354
		106	-106
		83,389	-83,389
		34,596	-34,596
		42,735	-42,735
		40,697	-40,697
	6,915		6,915
		6,018	-6,018
		30,295	-30,295
	27,825		27,825
	17,923		17,923
	6,838		6,838
	15,961		15,961
	190		190
		243,932	-243,932
	721,605		721,605
		5,774	-5,774
		12,501	-12,501
	140,360		140,360
	14,577		14,577
		8,990	-8,990
		88	-88
	306		306
		36,775	-36,775
		18,491	-18,491
	46,677	6,328	40,349
	32,523	2,725	29,798
	397,639		397,639
	4,224		4,224
	91,560		91,560
	24,142		24,142
	159		159
		3,055	-3,055
		137,543	-137,543
		7,752	-7,752
	503,749		503,749
		365	-365
		5,720	-5,720
	8,522		8,522
		21,384	-21,384
	1,855		1,855
		1,165	-1,165
		44	-44
	287		287
	2,544		2,544
	10		10
		597	-597
	269		269
	163	74	89
	31,942		31,942
	73,146		73,146
	2,441		2,441
	334,209		334,209
		17,533	-17,533
	6,683		6,683
	90,773	3,193	87,580
	5,687		5,687
		33,737	-33,737
	15,382		15,382
	30,235		30,235
		6,197	-6,197
	148		148
	111,044		111,044
		49	-49
	777,105		777,105
	1,339,337		1,339,337
	134,442		134,442
	908,066	5,521	902,545
		181,051	-181,051
			528
			-42,536

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			25,329
b			372,326
c			-7,680
d			-1,361
e			38,159
			98,165
			1,629
			-165
			9,815
			-31,583
			21,907
			7
			-12
			61
			227,314
			11,637
			812
			40
			21
			29,930
			41,976
			7,354
			-106
			-83,389
			-34,596
			-42,735
			-40,697
			6,915
			-6,018
			-30,295
			27,825
			17,923
			6,838
			15,961
			190
			-243,932
			721,605
			-5,774
			-12,501
			140,360
			14,577
			-8,990
			-88
			306
			-36,775
			-18,491
			40,349
			29,798
			397,639
			4,224
			91,560
			24,142
			159
			-3,055
			-137,543
			-7,752
			503,749
			-365
			-5,720
			8,522
			-21,384
			1,855
			-1,165
			-44
			287
			2,544
			10
			-597
			269
			89
			31,942
			73,146
			2,441
			334,209
			-17,533
			6,683
			87,580
			5,687
			-33,737
			15,382
			30,235
			-6,197
			148
			111,044
			-49
			777,105
			1,339,337
			134,442
			902,545
			-181,051
			528
			-42,536

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	5,732,716
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	165,718
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	165,718
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	165,718
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	316,520
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	316,520
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	150,802
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax150,802	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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

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

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

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

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

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

on foundation managers. right arrow

$ 0

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

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

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

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

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

Yes

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

Yes

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

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

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

By language in the governing instrument, or

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

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

Yes

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

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

Yes

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

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

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

Yes

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

or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

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

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

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

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

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

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

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

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

Yes

Website address right arrow

WWW.NLMFOUNDATION.ORG

The books are in care of right arrow

GOULSTON STORRS Telephone no. right arrow

(617) 482-1776

Located at right arrow

ONE POST OFFICE SQUAREBOSTONMA ZIP+4 right arrow

02109

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

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

16 At any time during calendar year 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)

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

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

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

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

Yes

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

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

1a(5)

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

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

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

1a(6)

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

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

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

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

that were not corrected before the first day of the tax year beginning in 2024? .............

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

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

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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

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

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

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

20, 20, 20, 20

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

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

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

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

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

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

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

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

5a(5)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

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

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

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation
CATHY J LURIE	TRUSTEE 1.00	0	0
C/O GOULSTON STORRS ONE POST OFFICE SQUARE BOSTON,MA02109	TRUSTEE 1.00	0	0
JEFFREY R LURIE	TRUSTEE 1.00	0	0
C/O GOULSTON STORRS ONE POST OFFICE SQUARE BOSTON,MA02109	TRUSTEE 1.00	0	0
MICHELLE M PORTER	TRUSTEE 1.00	0	0
C/O GOULSTON STORRS ONE POST OFFICE SQUARE BOSTON,MA02109	TRUSTEE 1.00	0	0
HARVEY E CUSHING	TRUSTEE 20.00	154,500	0
C/O GOULSTON STORRS ONE POST OFFICE SQUARE BOSTON,MA02109	TRUSTEE 20.00	154,500	0
NANCY L MARKS	TRUSTEE 1.00	0	0
C/O GOULSTON STORRS ONE POST OFFICE SQUARE BOSTON,MA02109	TRUSTEE 1.00	0	0
RICHARD B DENNING	TRUSTEE 20.00	146,448	6,794
C/O NLM FOUNDATION 60 WILLIAM ST WELLESLEY,MA02481	TRUSTEE 20.00	146,448	6,794
CLARENCE SCHUTT	DIRECTOR 40.00	436,475	21,239
C/O NLM FOUNDATION 60 WILLIAM ST WELLESLEY,MA02481	DIRECTOR 40.00	436,475	21,239

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
JUDITH CHAN	DIRECTOR OF COMMUNIC 40.00	140,033	62,512	0
C/O NLM FOUNDATION 60 WILLIAM ST WELLESLEY,MA02481	DIRECTOR OF COMMUNIC 40.00	140,033	62,512	0
ELIZABETH ZWICK	DIRECTOR OF COMMUNIT 40.00	138,367	48,095	0
C/O NLM FOUNDATION 60 WILLIAM ST WELLESLEY,MA02481	DIRECTOR OF COMMUNIT 40.00	138,367	48,095	0
ELEONORA SILAYEVA	EXECUTIVE ASSOCIATE 40.00	133,233	28,254	0
C/O NLM FOUNDATION 60 WILLIAM ST WELLESLEY,MA02481	EXECUTIVE ASSOCIATE 40.00	133,233	28,254	0




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

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 PC	CUSTODIAL & LEGAL FEES	171,181
ONE POST OFFICE SQUARE BOSTON,MA02109	CUSTODIAL & LEGAL FEES	171,181
KENNETH M FARBER	CONSULTING	82,731
C/O NLM FOUNDATION 60 WILLIAM ST WELLESLEY,MA02481	CONSULTING	82,731
DELOITTE TAX LLP	ACCOUNTING FEES	60,950
115 FEDERAL STREET SUITE 15 BOSTON,MA02110	ACCOUNTING FEES	60,950

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

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1	NOT APPLICABLE	0
2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1	NONE	0
2


All other program-related investments. See instructions.
3

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

Form 990-PF (2024)

Page 8

Part IX

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

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

purposes:

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

155,931,345

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

3,162,584

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

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

159,093,929

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

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

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

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

159,093,929

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

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

2,386,409

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

156,707,520

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

7,835,376

Part X

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

and do not complete this part.)

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

7,835,376

Tax on investment income for 2024 from Part V, line 5 .......

165,718

Income tax for 2024. (This does not include the tax from Part V.) ...

1,757

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

167,475

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

7,667,901

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

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

7,667,901

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

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

7,667,901

Part XI

Qualifying Distributions (see instructions)

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

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

11,854,482

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

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

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

45,246

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

11,899,728

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					7,667,901
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				3,035,334
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......
f Total of lines 3a through e ........		0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 11,899,728
a Applied to 2023, but not more than line 2a				3,035,334
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.....					7,667,901
e Remaining amount distributed out of corpus		1,196,493
5 Excess distributions carryover applied to 2024.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		1,196,493
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		1,196,493
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....	1,196,493

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

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

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

Part XIV

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

1Information Regarding Foundation Managers:

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

NANCY L MARKS

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

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

Check here right arrow

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

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

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

cAny submission deadlines:

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

Form 990-PF (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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
3L PLACE 212 HOLLAND STREET SOMERVILLE,MA021441975	NONE	PC	PUBLIC WELFARE	25,000
ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO,IL60601	NONE	PC	PUBLIC WELFARE	50
AUTISM RESEARCH INSTITUTE 4182 ADAMS AVENUE SAN DIEGO,CA92116	NONE	PC	MEDICAL RESEARCH	12,500
BERKLEE INSTITUTE FOR ACCESSIBLE ARTS EDUCATION 1140 BOYLSTON STREET MS-22 MUED BOSTON,MA02215	NONE	PC	EDUCATION	20,000
BETH ISRAEL DEACONESS MEDICAL CENTER 330 BROOKLINE AVENUE OV-540 BOSTON,MA022155491	NONE	PC	MEDICAL RESEARCH	709,500
BOARD OF TRUSTEES OF SOUTHERN ILLINOIS UNIVERSITY 900 S NORMAL AVENUE WOODY HALL 311 CARBONDALE,IL62901	NONE	PC	MEDICAL RESEARCH	99,870
BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM 780 ALBANY STREET BOSTON,MA02118	NONE	PC	PUBLIC WELFARE	10,000
BOSTON MEDICAL CENTER 960 MASSACHUSETTS AVENUE BOSTON,MA02118	NONE	PC	MEDICAL RESEARCH	51,846
BOSTON SYMPHONY ORCHESTRA BOSTON SYMPHONY ORCHESTRA SYMPHONY HALL BOSTON,MA02115	NONE	PC	PUBLIC WELFARE	40,000
CAREDIMENSIONS 75 SYLVAN STREET SUITE B-102 DANVERS,MA01923	NONE	PC	PUBLIC WELFARE	100
CHARLES MOSESIAN CENTER FOR THE ARTS 321 ARSENAL STREET WATERTOWN,MA02472	NONE	PC	MEDICAL RESEARCH	125
CHILDREN'S HOSPITAL OF PHILADELPHIA 3401 CIVIC CENTER BLVD PHILADELPHIA,PA19104	NONE	PC	MEDICAL RESEARCH	2,437,500
DANA FARBER CANCER INSITUTE 10 BROOKLINE PLACE WEST BROOKLINE,MA02445	NONE	PC	MEDICAL RESEARCH	132,291
FRAXA RESEARCH FOUNDATION 46 LOVELL ROAD WATERTOWN,MA02472	NONE	PC	PUBLIC WELFARE	15,000
GORDON RESEARCH CONFERENCE (AMEX) 5586 POST RD UNIT 2 EAST GREENWICH,RI02818	NONE	PC	MEDICAL RESEARCH	12,000
GREATER BOSTON LEGAL SERVICES 197 FRIENDS STREET BOSTON,MA02114	NONE	PC	PUBLIC WELFARE	100
HEBREW SENIOR LIFE 1200 CENTRE STREET BOSTON,MA02131	NONE	PC	PUBLIC WELFARE	10,000
HOLY CHIDHOOD 100 GROTON PARKWAY ROCHESTER,NY14623	NONE	PC	MEDICAL RESEARCH	250
HOSPICE FOUNDATION OF AMERICA 1707 L STREET NW SUITE WASHINGTON,DC20036	NONE	PC	MEDICAL RESEARCH	12,242
JCC GREATER BOSTON 333 NAHANTON STREET NEWTON,MA02459	NONE	PC	MEDICAL RESEARCH	6,000
MASSACHUSETTS ADVOCATES FOR CHILDREN 25 KINGSTON STREET FLOOR 2 BOSTON,MA02111	NONE	PC	MEDICAL RESEARCH	160,000
MASSACHUSETTS EYE AND EAR INFIRMARY BANK OF AMERICA NA PO BOX 412356 BOSTON,MA022412356	NONE	PC	PUBLIC WELFARE	274,525
MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA STREET SUITE 540 BOSTON,MA02114	NONE	PC	MEDICAL RESEARCH	1,741,666
MAX-PLANCK-INSTITUT FR BIOLOGISCHE INTELLIGENZ AM KLOPFERSPITZ 18 82152 MARTINSRIED GM	NONE	PC	MEDICAL RESEARCH	75,000
MERWIN MEMORIAL FREE CLINIC FOR ANIMALS INC 542 CAMBRIDGE STREET ALLSTON,MA02134	NONE	PC	PUBLIC WELFARE	400
MSPCA-ANGELL 350 SOUTH HUNTINGTON AVE BOSTON,MA02130	NONE	PC	PUBLIC WELFARE	101
NEW ENGLAND YACHAD 384 HARVARD ST BROOKLINE,MA02446	NONE	PC	PUBLIC WELFARE	40,000
NYU GROSSMAN SCHOOL OF MEDICINE PO BOX 415026 BOSTON,MA022415026	NONE	PC	MEDICAL RESEARCH	75,000
PAN MASSACHUSETTS CHALLENGE INC - DANA FARBER 77 4TH STREET AVENUE NEEDHAM,MA02494	NONE	PC	MEDICAL RESEARCH	250
PRESIDENT & FELLOWS OF HARVARD COLLEGE PO BOX 415649 BOSTON,MA022415649	NONE	PC	MEDICAL RESEARCH	635,097
PROJECT BREAD 145 BORDER STREET BOSTON,MA021281903	NONE	PC	EDUCATION	250
RUTGERS UNIVERSITY 33 KNIGHTSBRIDGE ROAD 2ND FLOOR EAST PISCATAWAY,NJ08854	NONE	PC	PUBLIC WELFARE	125,000
THE NEW YORK STEM CELL FOUNDATION 619 WEST 54TH STREET 3RD FLOOR NEW YORK,NY10019	NONE	PC	EDUCATION	272,300
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO PO BOX 748872 LOS ANGELES,CA900744872	NONE	PC	PUBLIC WELFARE	75,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET ROOM 310 PHILADEPHIA,PA19104	NONE	PC	EDUCATION	2,437,500
UMASS CHAN MEDICAL SCHOOL OFFICE OF ADVANCEMENT 55 LAKE AVE N S3-301 WORCESTER,MA01655	NONE	PC	MEDICAL RESEARCH	2,500
UNIVERSITY OF CHICAGO 6054 SOUTH DREXEL AVENUE SUITE CHICAGO,IL60637	NONE	PC	EDUCATION	75,000
UNIVERSITY OF MASSACHUSETTS 55 LAKE AVENUE NORTH WORCESTER,MA016550002	NONE	PC	EDUCATION	60,000
YALE UNIVERSITY PO BOX 1873 NEW HAVEN,CT065081873	NONE	PC	EDUCATION	75,000
Total ................................. 3a				9,718,963

bApproved for future payment

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

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........	900001	10,174	14	1,200,351
4 Dividends and interest from securities ....	900001	1,523	14	1,351,632
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....			18
8 Gain or (loss) from sales of assets other than inventory ............	900001	71,739	18	5,732,716
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aOTHER INCOME/LOSS FROM K-1S	900001	-38,101	14	5,435,592
bCHESTNUT HEDGE FUND			18	-60,777
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		45,335		13,659,514	0

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

13,704,849

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

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

Form 990-PF (2024)

Page 13

Part XVI

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

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

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

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

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

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

If "Yes," complete the following schedule.

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

Sign Here

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

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

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
DELOITTE TAX LLP	60,950	30,475		30,475

- TIN:

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

TY 2024 DepreciationSchedule

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense
FURNITURE	1996-06-01	11,953	11,953	200DB	7.000000000000	0
COMPUTER	1996-06-01	13,214	13,214	200DB	5.000000000000	0
LEASEHOLD IMPROVEM	1997-06-01	2,436	2,411	200DB	7.000000000000	0
FURNITURE	1997-06-01	3,559	3,520	200DB	7.000000000000	0
EQUIPMENT	1997-06-01	5,302	5,302	200DB	5.000000000000	0
OFFICE EQUIPMENT	1997-09-15	16,741	16,209	200DB	7.000000000000	0
ARCHITECT	1997-09-15	2,178	2,109	200DB	7.000000000000	0
LEASEHOLD IMPROVEM	1998-05-01	11,833	11,833	200DB	7.000000000000	0
LEASEHOLD IMPROVEM	1997-12-01	405	405	200DB	7.000000000000	0
EQUIPMENT	1998-01-01	9,828	9,828	200DB	5.000000000000	0
EQUIPMENT	1998-06-01	19,629	19,629	200DB	5.000000000000	0
EQUIPMENT	1998-09-01	13,773	13,773	200DB	5.000000000000	0
FURNITURE	1997-12-01	3,471	3,471	200DB	7.000000000000	0
LEASEHOLD IMPROVEM	1998-03-01	12,182	12,182	200DB	7.000000000000	0
COMPUTER	1999-04-01	15,821	15,821	200DB	5.000000000000	0
FURNITURE	1999-04-01	291	291	200DB	7.000000000000	0
COMPUTER	2000-10-25	2,480	2,399	200DB	5.000000000000	0
COMPUTER MONITOR	2000-09-29	2,180	2,109	200DB	5.000000000000	0
COMPUTER EQUIPMENT	2000-02-28	3,468	3,468	200DB	5.000000000000	0
FURNITURE	2001-08-06	950	950	200DB	7.000000000000	0
FURNITURE	2001-06-21	1,275	1,275	200DB	7.000000000000	0
OFFICE EQUIPMENT	2001-04-26	30,048	30,048	200DB	5.000000000000	0
COMPUTER EQUIPMENT	2001-07-23	10,955	10,955	200DB	5.000000000000	0
EQUIPMENT	2001-05-21	887	886	200DB	5.000000000000	0
LCD MONITOR	2002-03-18	719	719	200DB	5.000000000000	0
EQUIPMENT	2002-05-06	3,452	3,452	200DB	5.000000000000	0
HARD DRIVE	2002-06-26	245	245	200DB	5.000000000000	0
FURNITURE	2003-05-01	3,258	3,258	200DB	7.000000000000	0
LEASEHOLD IMPROV.	2002-11-08	630	629	200DB	7.000000000000	0
LEASEHOLD IMPROV.	2003-03-14	1,508	1,508	200DB	7.000000000000	0
COMPUTER EQUIPMENT	2004-05-01	95,520	47,760	200DB	5.000000000000	0
COMPUTER EQUIPMENT	2005-05-01	42,977	42,977	200DB	5.000000000000	0
FURNITURE	2006-05-01	208,166	208,165	200DB	7.000000000000	0
FURNITURE	2007-05-01	31,261	31,261	200DB	7.000000000000	0
FURNITURE	2008-05-01	23,396	11,698	200DB	7.000000000000	0
COMPUTER EQUIPMENT	2009-04-01	14,855	7,427	200DB	5.000000000000	0
FURNITURE	2010-05-01	53,761	26,879	200DB	7.000000000000	0
FURNITURE	2011-07-01	7,703		200DB	5.000000000000	0
FURNITURE	2011-11-15	13,219		200DB	5.000000000000	0
FURNITURE	2013-01-15	14,369	7,184	200DB	5.000000000000	0
FURNITURE	2014-05-15	10,060	5,030	200DB	5.000000000000	0
FURNITURE	2015-02-27	6,369	2,776	200DB	5.000000000000	0
FURNITURE	2016-04-01	8,753	4,376	200DB	5.000000000000	0
FURNITURE	2017-03-31	1,709	854	200DB	7.000000000000	0
FURNITURE	2017-05-01	619	310	200DB	7.000000000000	0
FURNITURE	2017-06-02	1,106	552	200DB	7.000000000000	0
FURNITURE	2017-08-30	126	63	200DB	7.000000000000	0
FURNITURE	2017-10-02	2,249	1,123	200DB	7.000000000000	0
COMPUTER	2017-01-23	80	40	200DB	7.000000000000	0
COMPUTER	2017-05-24	2,259	1,129	200DB	5.000000000000	0
COMPUTER	2017-06-09	2,991	1,494	200DB	5.000000000000	0
COMPUTER	2017-07-05	1,639	818	200DB	5.000000000000	0
COMPUTER	2017-09-26	2,558	1,279	200DB	5.000000000000	0
COMPUTER	2017-12-05	5,130	2,564	200DB	5.000000000000	0
FURNITURE	2017-12-30	294	140	200DB	7.000000000000	7
COMPUTER	2018-01-22	44	22	200DB	5.000000000000	0
COMPUTER	2018-08-30	422	211	200DB	5.000000000000	0
FURNITURE	2018-10-01	98	46	200DB	7.000000000000	2
FURNITURE	2018-11-30	340		200DB	7.000000000000	0
COMPUTER	2019-04-23	283		200DB	5.000000000000	0
FURNITURE	2019-05-01	1,499		200DB	7.000000000000	0
COMPUTER	2019-05-06	7,250		200DB	5.000000000000	0
EQUIPMENT	2019-05-29	54,027		200DB	5.000000000000	0
COMPUTER	2019-07-02	3,248		200DB	5.000000000000	0
COMPUTER	2019-07-08	10,530		200DB	5.000000000000	0
EQUIPMENT	2019-07-19	42,931		200DB	5.000000000000	0
FURNITURE	2019-08-01	1,965		200DB	7.000000000000	0
EQUIPMENT	2019-08-06	14,215		200DB	5.000000000000	0
FURNITURE	2019-08-30	480		200DB	7.000000000000	0
COMPUTER	2019-09-25	1,600		200DB	5.000000000000	0
FURNITURE	2019-10-30	565		200DB	7.000000000000	0
FURNITURE	2019-11-29	1,200		200DB	7.000000000000	0
FURNITURE	2020-03-02	18		200DB	7.000000000000	0
EQUIPMENT	2020-04-22	49		200DB	5.000000000000	0
COMPUTER	2021-11-05	1,465		200DB	5.000000000000	0
FURNITURE	2022-06-01	1,747		200DB	7.000000000000	0
FURNITURE	2023-04-11	1,099		200DB	7.000000000000	0
FURNITURE	2024-10-31	13,041		200DB	7.000000000000	0
FURNITURE	2025-10-31	45,246		200DB	7.000000000000	45,246

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
ABRAMS CAPITAL PARTNERS II, L.P.	AT COST	0	297,313
ABC BLOCKED SELLER PARTNERSHIP LP	AT COST	0	202,486
ACR IV FEEDER C LP	AT COST	84,188	0
ACCOLADE PARTNERS X FEEDER	AT COST	50,000	50,000
ADAGE CAPITAL PARTNERS, L.P.	AT COST	16,054,808	20,990,653
ADDITION TWO LP	AT COST	782,567	1,114,631
ATLAS CAPITAL RESOURCES IV LP	AT COST	985,598	1,856,882
BAIN CAPITAL LIFE SCIENCES FUND IV, L.P.	AT COST	130,887	129,804
BAUPOST VALUE PARTNERS, L.P. - I	AT COST	1,210,217	1,212,489
BRAZOS EQUITY FUND III, LP	AT COST	10,807	45,815
BRIGHTSTAR CAPITAL PARTNERS FUND II-A LP	AT COST	573,632	1,091,191
BRIGHTSTAR CAPITAL PARTNERS FUND III-A LP	AT COST	1,422,175	1,610,490
CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN EUROPE III	AT COST	91,698	2,149
CA RESOURCES FUND (U.S. TAX-EXEMPT), L.P. - SERIES BAIN X	AT COST	0	92,775
CB OFFSHORE EQUITY FUND VIII, LP	AT COST	617,084	923,846
CB OFFSHORE EQUITY FUND IX LP	AT COST	218,523	147,726
CHARLESBANK OFFSHORE EQUITY FUND IX LTD	AT COST	680,197	1,149,787
CB OP FEEDER III, LP	AT COST	28,065	0
CB OP FEEDER V, LP	AT COST	11,574	0
CB OP FEEDER V-B, LP	AT COST	805	0
CB OFFSHORE EQUITY OVERAGE FUND X, LP	AT COST	216,280	185,610
CB OFFSHORE EQUITY FUND X, LP	AT COST	774,704	1,129,087
CENTER ROCK CAPITAL PARTNERS FUND I-A LP	AT COST	820,077	1,110,075
CENTER ROCK CAPITAL PARTNERS FUND II-A LP	AT COST	738,083	569,311
CHARLES RIVER INSTITUTIONAL FUND II LP	AT COST	397,959	579,671
CHARLES RIVER INSTITUTIONAL FUND III, LP	AT COST	212,652	497,651
CHESTNUT HILL VENTURES, LLC	AT COST	8,067	9,539
COLUMBIA CAPITAL EQUITY PARTNERS VIII-B	AT COST	783,843	0
CONTINGENCY CAPITAL FUND II LP	AT COST	268,012	307,144
COVENANT APARTMENT FUND XI INSTITUTIONAL LP	AT COST	1,175,398	1,280,115
DAVIDSON KEMPNER OPPORTUNITOES INTERNATIONAL VI (AIV-TE) LP	AT COST	1,009,134	1,208,790
DCVC VI LP	AT COST	618,513	820,793
DEFINE VENTURES FUND II LP	AT COST	693,102	796,448
DRIVE CAPITAL FUND III TE	AT COST	23,283	983,294
ELEPHANT PARTNERS I LP	AT COST	789,733	755,636
ELEPHANT PARTNERS II-B LP	AT COST	501,039	1,319,350
ELEPHANT PARTNERS III-B LP	AT COST	891,659	1,726,148
ELEPHANT PARTNERS IV-B LP	AT COST	817,446	930,294
ELEPHANT PARTNERS V-B LP	AT COST	699,442	673,547
FIKA VENTURES II	AT COST	510,886	1,748,265
FIKA VENTURES III	AT COST	591,181	1,032,523
FIVE POINT WATER MANAGEMENT & SUSTAINABLE INFRASTRUCTURE FUND IV LP	AT COST	417,156	0
FORTRESS CREDIT OPPORTUNITIES FUND V (A) LP	AT COST	480,414	909,409
FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (A) LP	AT COST	1,058,510	1,053,696
HILLHOUSE FUND IV LP	AT COST	1,282,555	1,708,455
HOLDCO OPPORTUNITIES FUND II, L.P.	AT COST	112,219	71,981
HOLDCO OPPORTUNITIES FUND V	AT COST	1,157,423	1,299,647
HOF III LIQUIDATING PARTNERSHIP LP	AT COST	370,724	0
IR&M CORE BOND FUND	AT COST	10,816,767	10,482,885
INTERNATIONAL RESEARCH EQUITY EXTENDED FUND	AT COST	0	3,250,239
KLAR PARTNERS II	AT COST	247,139	278,416
LL MORTGAGE FUND LP	AT COST	2,342,513	2,564,952
MARCUS CAPITAL PARTNERS FUND II LP	AT COST	343,844	327,499
QIMING US HEALTHCARE FUND II LP	AT COST	1,136,711	1,095,782
QIMING US HEALTHCARE FUND III LP	AT COST	575,625	587,120
QIMING VENTURE PARTNERS FUND V LP	AT COST	424,283	642,850
QIMING VENTURE PARTNERS VI LP	AT COST	506,990	896,571
QIMING VENTURE PARTNERS VII LP	AT COST	626,766	851,717
QIMING VENTURE PARTNERS VIII LP	AT COST	344,655	406,576
QIMING VENTURE PARTNERS VIII-HC LP	AT COST	305,223	337,214
REGENT OPPORTUNITY FUND IV, LLC	AT COST	589,850	548,453
REVELATION HEALTHCARE FUND II LP	AT COST	278,896	349,274
REVELATION HEALTHCARE FUND III LP	AT COST	811,729	1,258,449
RIVA CAPITAL PARTNERS IV LP	AT COST	819,673	2,664,588
THE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY TRUST	AT COST	1,132,784	0
TURNSPIRE VALUE FUND II, LP	AT COST	501,760	901,624
SILVER LAKE PARTNERS III, LP	AT COST	7,691	1,376
SILVER LAKE PARTNERS III CAYMAN (AIV III), L.P.	AT COST	236,154	0
SIXTH STREET OPPORTUNITIES PARTNERS II (B), L.P.	AT COST	0	5,395
SL SPV-1 FEEDER I L.P	AT COST	0	4,988
SL SPV-2 LP	AT COST	5,237	76,138
SLP III EW FEEDER I, LP	AT COST	17,636	0
SUMMIT PARTNERS PRIVATE EQUITY FUND VII-B, L.P.	AT COST	4,302	21,641
TCG 2.0 - B	AT COST	1,734,892	2,673,422
TELEGRAPH HILL PARTNERS III, L.P.	AT COST	751,544	621,601
TINICUM TAX EXEMPT LP	AT COST	1,222,316	2,260,686
TWO SIGMA INTERNATIONAL CORE FUND LP	AT COST	6,767,884	8,685,076
UNDERSCORE VC FUND II LP	AT COST	595,328	996,355
US RESEARCH EQUITY EXTENDED FUND, L.P.	AT COST	141,250	1,205,512
VENROCK ASSOCIATES V, L.P.	AT COST	264,576	120,729
XFUND 2, LP - CLASS A	AT COST	489,256	1,184,926
XFUND 3, LP	AT COST	455,192	584,794
YORKTOWN ENERGY PARTNERS XI LP	AT COST	373,568	924,727
YORKTOWN ENERGY PARTNERS XII LP	AT COST	670,959	993,928
YT XII RENEWABLE AIV LP	AT COST	25,862	0
ADDITION ONE, L.P.	AT COST	710,783	1,042,627
ADDITION THREE, L.P.	AT COST	681,915	876,830
ADDITION FOUR, L.P.	AT COST	516,443	746,713
BERKSHIRE FUND VII, L.P.	AT COST	10,876	40,894
BERKSHIRE FUND IX-A (IND), L.P.	AT COST	679,906	1,473,463
BRAZOS EQUITY FUND II, LP	AT COST	191,229	0
CHARLESBANK EQUITY COINVESTMENT FUND VI, LP	AT COST	351,848	12,598
DENHAM COMMODITY PARTNERS FUND V LP	AT COST	0	12,511
DENHAM IV CONTINUATION FUND LP	AT COST	285,876	20,115
ETON PARK OVERSEAS FUND LTD	AT COST	394,176	50
FORTRESS CREDIT OPPORTUNITIES FUND IV(A) LP	AT COST	260,270	342,719
GOF FEEDER A LP (GLENDON OPPORTUNITIES FUND LP)	AT COST	0	210,189
NALANDA INDIA FUND LIMITED	AT COST	275,455	2,280,611
OPPS III DELAWARE AIV I-B, L.P. (FKA TOP III DELAWARE AIV I-B, L.P.)	AT COST	39,621	0
RESOURCE CAPITAL FUND IV L.P.	AT COST	116,376	42,961
RIVA CAPITAL PARTNERS III, LP	AT COST	0	202,539
SIXTH STREET OPPORTUNITIES PARTNERS III (B), L.P.	AT COST	222,209	241,957
TCG 3.0-B, LP	AT COST	671,995	744,115
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI L.P.	AT COST	903,969	1,134,936
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII, L.P.	AT COST	790,112	1,028,444
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XIV, L.P.	AT COST	880,787	626,254
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XV FEEDER, L.P.	AT COST	731,160	598,986
TRG FORESTRY FUND 8-B LP	AT COST	21,213	0
VENROCK ASSOCIATES VI, LP	AT COST	0	1,200,467
VENROCK ASSOCIATES IV, LP	AT COST	274,635	54,244
WLR RECOVERY FUND IV, L.P.	AT COST	78,983	0
WLR IV LOANS AIV, L.P.	AT COST	3,503	0
AVORO LIFE SCIENCES OFFSHORE FUND	AT COST	1,400,000	2,116,861
ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND (CAYMAN) LIMITED	AT COST	5,000,000	5,568,606
CARRONADE CAPITAL OFFSHORE	AT COST	2,000,000	2,577,774
COATUE OFFSHORE FUND LTD	AT COST	312,341	3,010,021
DOVER STREET VI CAYMAN FUND LP	AT COST	1,339,337	0
DOVER STREET VII CAYMAN FUND LP	AT COST	0	1,103
GOF II FEEDER A	AT COST	0	813,179
LUXOR CAPITAL PARTNERS OFFSHORE FD	AT COST	244,151	195,856
MOON CAPITAL GLOBAL EQUITY OFFSHORE FUND LTD	AT COST	69,840	14,103
NEW VERNON INDIA (CAYMAN) FUND II LP	AT COST	416,280	2,180
PATRON CAPITAL III	AT COST	406,006	17,935
RA CAPITAL HEALTHCARE INTERNATIONAL FUND LP	AT COST	1,272,774	2,497,547
RA CAPITAL NEXUS INTERNATIONAL FUND LP	AT COST	416,050	577,992
RA CAPITAL NEXUS INTERNATIONAL FUND II LP	AT COST	589,031	798,022
RA CAPITAL NEXUS INTERNATIONAL FUND III, L.P	AT COST	500,000	779,500
SANKATY CREDIT OPPORTUNITIES IV LP (OFFSHORE)	AT COST	302,699	370
THE KINGSWAY - FRONTIER CONSUMER FUND	AT COST	855,807	0
TWO SIGMA ATIVE EXTENSION US ALL CAP EQUITY CAYMAN FUND LTD	AT COST	2,000,000	11,858,232
YIHENG CAPITAL OFFSHORE FUND	AT COST	535,135	0
HIMALAYA CAPITAL INVESTORS OFFSHORE FD	AT COST	2,000,000	3,636,885
CHESTNUT HEDGE FUND LLC	AT COST	6,145,313	7,798,835
GOLDMAN SACHS	AT COST	39,876	40,802
COMMON STOCK/TUKMAN/WEATHERBIE	AT COST	100	137,204
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND ETF	AT COST	2,000,797	1,996,652
DOUBLELINE ETF TRUST MORTGAGE ETF	AT COST	2,000,959	1,996,792

- TIN:

TY 2024 LandEtcSchedule2

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value
FURNITURE	11,953	11,953	0
COMPUTER	13,214	13,214	0
LEASEHOLD IMPROVEM	2,436	2,411	25
FURNITURE	3,559	3,520	39
EQUIPMENT	5,302	5,302	0
OFFICE EQUIPMENT	16,741	16,209	532
ARCHITECT	2,178	2,109	69
LEASEHOLD IMPROVEM	11,833	11,833	0
LEASEHOLD IMPROVEM	405	405	0
EQUIPMENT	9,828	9,828	0
EQUIPMENT	19,629	19,629	0
EQUIPMENT	13,773	13,773	0
FURNITURE	3,471	3,471	0
LEASEHOLD IMPROVEM	12,182	12,182	0
COMPUTER	15,821	15,821	0
FURNITURE	291	291	0
COMPUTER	2,480	2,399	81
COMPUTER MONITOR	2,180	2,109	71
COMPUTER EQUIPMENT	3,468	3,468	0
FURNITURE	950	950	0
FURNITURE	1,275	1,275	0
OFFICE EQUIPMENT	30,048	30,048	0
COMPUTER EQUIPMENT	10,955	10,955	0
EQUIPMENT	887	886	1
LCD MONITOR	719	719	0
EQUIPMENT	3,452	3,452	0
HARD DRIVE	245	245	0
FURNITURE	3,258	3,258	0
LEASEHOLD IMPROV.	630	629	1
LEASEHOLD IMPROV.	1,508	1,508	0
COMPUTER EQUIPMENT	95,520	95,520	0
COMPUTER EQUIPMENT	42,977	42,977	0
FURNITURE	208,166	208,165	1
FURNITURE	31,261	31,261	0
FURNITURE	23,396	23,396	0
COMPUTER EQUIPMENT	14,855	14,855	0
FURNITURE	53,761	53,760	1
FURNITURE	7,703	7,703	0
FURNITURE	13,219	13,219	0
FURNITURE	14,369	14,369	0
FURNITURE	10,060	10,060	0
FURNITURE	6,369	5,961	408
FURNITURE	8,753	8,752	1
FURNITURE	1,709	1,708	1
FURNITURE	619	619	0
FURNITURE	1,106	1,105	1
FURNITURE	126	126	0
FURNITURE	2,249	2,248	1
COMPUTER	80	80	0
COMPUTER	2,259	2,259	0
COMPUTER	2,991	2,990	1
COMPUTER	1,639	1,637	2
COMPUTER	2,558	2,558	0
COMPUTER	5,130	5,129	1
FURNITURE	294	294	0
COMPUTER	44	44	0
COMPUTER	422	422	0
FURNITURE	98	97	1
FURNITURE	340	340	0
COMPUTER	283	283	0
FURNITURE	1,499	1,499	0
COMPUTER	7,250	7,250	0
EQUIPMENT	54,027	54,027	0
COMPUTER	3,248	3,248	0
COMPUTER	10,530	10,530	0
EQUIPMENT	42,931	42,931	0
FURNITURE	1,965	1,965	0
EQUIPMENT	14,215	14,215	0
FURNITURE	480	480	0
COMPUTER	1,600	1,600	0
FURNITURE	565	565	0
FURNITURE	1,200	1,200	0
FURNITURE	18	18	0
EQUIPMENT	49	49	0
COMPUTER	1,465	1,465	0
FURNITURE	1,747	1,747	0
FURNITURE	1,099	1,099	0
FURNITURE	13,041	13,041	0
FURNITURE	45,246	45,246	0

- TIN:

TY 2024 LegalFeesSchedule

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
GOULSTON & STORRS	171,181	0		171,181

- TIN:

TY 2024 OtherDecreasesSchedule

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Description	Amount
OTHER ADJUSTMENT/TIMING	595,723

- TIN:

TY 2024 OtherExpensesSchedule

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
CONSULTING	156,309	156,309
BOOKS & SUBSCRIPTIONS	6,830	6,830
MAILING FEES	404	404
OFFICE EXPENSES	17,595	17,595
PROGRAM DEVELOPMENT	39,528	39,528
UTILITIES	18,437	18,437
INSURANCE	18,803	18,803
CLEANING SERVICES	7,640	7,640
PROFESSIONAL DEVELOPMENT	1,150	1,150
SUPPLIES	9,934	9,934
SYMPOSIA	11,951	11,951
OTHER PROFESSIONAL FEES	9,324	9,324

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
CHESTNUT HEDGE FUND	0	-60,777	0
OTHER INCOME/LOSS FROM K-1S	5,397,491	5,435,592	5,397,491
CHESTNUT HEDGE FUND	-60,777		-60,777

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Category	Amount	Net Investment Income
CHESTNUT HEDGE FUND	56,650	56,338
FROM K-1S	1,660,930	1,544,118
CAMBRIDGE ASSOCIATES LLC	0	0
FIDELITY	2,616	2,616

- TIN:

TY 2024 TaxesSchedule

Name:

THE NANCY LURIE MARKS FAMILY FOUNDATION

EIN:

04-2607232

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES PAID	103,820	103,820		0
MA PC FEE	950	0		950