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.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
THE EVANS FAMILY FOUNDATION
DBA LENOX STREET FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address) 31 ST JAMES AVE 740
  Room/suite
City or town
BOSTON
State or province
MA
Country  
ZIP or foreign postal code
02116
A Employer identification number

04-3523698
B Telephone number (see instructions)

6179333620
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$236,395J 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)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 8,624 8,624  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 26,214
b Gross sales price for all assets on line 6a 157,339
7 Capital gain net income (from Part IV, line 2)... 26,214
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).......      
12 Total. Add lines 1 through 11........ 34,838 34,838  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
3,781 3,781   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
35 35   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,816 3,816   0
25 Contributions, gifts, grants paid....... 1,818,903 1,818,903
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,822,719 3,816   1,818,903
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,787,881
b Net investment income (if negative, enter -0-) 31,022
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 290,596 10,674 10,674
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)....... 1,155,517 Click to see attachment
List of Attached Documents:
// Content
157,250 		225,721
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)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,446,113 167,924 236,395
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,446,113 167,924
29 Total net assets or fund balances (see instructions)..... 1,446,113 167,924
30 Total liabilities and net assets/fund balances (see instructions). 1,446,113 167,924
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
1,446,113
2
Enter amount from Part I, line 27a .....................
2
-1,787,881
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
509,692
4
Add lines 1, 2, and 3 ..........................
4
167,924
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
167,924
Form 990-PF (2025)
Form 990-PF (2025)
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 RHEINMETALL FN EUR PAR ORDINARY P 2025-01-31 2025-03-13
b RHEINMETALL FN EUR PAR ORDINARY P 2024-11-15 2025-05-02
c BROADCOM INC P 2025-03-25 2025-03-27
d BROADCOM INC P 2024-08-29 2025-02-24
e BROADCOM INC P 2024-08-29 2025-01-06
BROADCOM INC P 2024-07-09 2025-01-06
BROADCOM INC P 2021-04-16 2025-10-10
BROADCOM INC P 2021-04-16 2025-03-27
BROADCOM INC P 2021-04-16 2025-03-19
BROADCOM INC P 2021-04-16 2025-02-24
ISHARES CHINA LARGECAP P 2025-03-25 2025-06-26
ISHARES CHINA LARGECAP P 2024-09-26 2025-07-01
ISHARES CHINA LARGECAP P 2024-09-24 2025-08-19
ISHARES CHINA LARGECAP P 2024-09-24 2025-07-01
ISHARES CHINA LARGECAP P 2024-05-08 2025-08-19
ISHARES CHINA LARGECAP P 2023-11-17 2025-09-16
ISHARES CHINA LARGECAP P 2023-11-17 2025-08-19
ISHARES CHINA LARGECAP P 2022-03-24 2025-03-19
ISHARES CHINA LARGECAP P 2022-03-07 2025-07-01
ISHARES CHINA LARGECAP P 2022-03-07 2025-06-26
ISHARES CHINA LARGECAP P 2022-03-07 2025-03-19
ISHARES CHINA LARGECAP P 2022-03-07 2025-03-19
ISHARES CHINA LARGECAP P 2021-12-02 2025-06-26
ISHARES CHINA LARGECAP P 2021-11-26 2025-03-19
ISHARES CHINA LARGECAP P 2021-11-26 2025-03-19
CHUBB LTD P 2024-07-29 2025-03-19
CHUBB LTD P 2024-07-10 2025-06-27
CHUBB LTD P 2024-07-10 2025-06-26
WHEATON PRECIOUS METALS CORP REG P 2025-09-24 2025-10-10
WHEATON PRECIOUS METALS CORP REG P 2024-07-11 2025-03-19
WHEATON PRECIOUS METALS CORP REG P 2024-07-10 2025-03-19
WHEATON PRECIOUS METALS CORP REG P 2024-04-02 2025-03-19
SIEMENS AG GERM EUR PAR ORDINARY P 2025-01-07 2025-03-20
SIEMENS AG GERM EUR PAR ORDINARY P 2021-04-16 2025-03-20
SAFRAN SA P 2024-06-12 2025-03-20
ALLIANZ SE EUR PAR ORDINARY P 2024-12-05 2025-03-20
CRH PLC P 2025-03-25 2025-10-10
CRH PLC P 2024-05-16 2025-03-19
CRH PLC P 2024-05-15 2025-03-19
TAIWAN S MANUFCTRING ADR P 2025-06-04 2025-10-10
TAIWAN S MANUFCTRING ADR P 2024-08-29 2025-03-19
TAIWAN S MANUFCTRING ADR P 2021-04-17 2025-03-19
TAIWAN S MANUFCTRING ADR P 2021-04-16 2025-03-19
BANCO SANTANDER RG S SPAIN SA EUR PAR ORD P 2025-05-16 2025-10-10
BANCO SANTANDER RG S SPAIN SA EUR PAR ORD P 2025-02-20 2025-03-20
BARCLAYS ORD GBP 0.25 .25GBP PAR ORDINARY P 2025-03-25 2025-10-10
BARCLAYS ORD GBP 0.25 .25GBP PAR ORDINARY P 2025-02-20 2025-10-10
BARCLAYS ORD GBP 0.25 .25GBP PAR ORDINARY P 2025-02-20 2025-03-20
IBERDROLA SA, BILBAO .75 EUR PAR ORDINARY P 2025-03-25 2025-05-02
IBERDROLA SA, BILBAO .75 EUR PAR ORDINARY P 2024-09-05 2025-05-02
IBERDROLA SA, BILBAO .75 EUR PAR ORDINARY P 2024-09-05 2025-03-20
IBERDROLA SA, BILBAO .75 EUR PAR ORDINARY P 2022-05-12 2025-05-02
IBERDROLA SA, BILBAO .75 EUR PAR ORDINARY P 2022-04-27 2025-05-02
SIEMENS ENERGY AG NAMEN- EUR PAR ORDINARY P 2025-01-31 2025-03-20
SHELL PLC .07 EUR PAR ORDINARY P 2025-03-25 2025-10-10
SHELL PLC .07 EUR PAR ORDINARY P 2025-01-07 2025-03-20
SHELL PLC .07 EUR PAR ORDINARY P 2021-05-13 2025-10-10
SHELL PLC .07 EUR PAR ORDINARY P 2021-05-13 2025-03-20
ALIBABA GROUP HLDG LTD R USD PAR ORDINARY P 2025-02-25 2025-03-20
RECKITT BENCKISER GROUP GBP PAR ORDINARY P 2025-03-25 2025-10-10
RECKITT BENCKISER GROUP GBP PAR ORDINARY P 2024-10-29 2025-03-20
NINTENDO CO LTD JPY PAR ORDINARY P 2025-03-19 2025-03-26
UNICREDIT SPA EUR PAR ORDINARY P 2025-03-25 2025-10-10
UNICREDIT SPA EUR PAR ORDINARY P 2023-02-03 2025-10-10
UNICREDIT SPA EUR PAR ORDINARY P 2023-02-03 2025-03-20
3I GROUP GBP PAR ORDINARY P 2025-03-25 2025-10-10
3I GROUP GBP PAR ORDINARY P 2024-03-06 2025-03-20
3I GROUP GBP PAR ORDINARY P 2024-03-05 2025-03-20
3I GROUP GBP PAR ORDINARY P 2024-03-05 2025-03-20
3I GROUP GBP PAR ORDINARY P 2023-12-13 2025-10-10
3I GROUP GBP PAR ORDINARY P 2023-12-13 2025-03-20
SWEDBANK AB 20.SEK PAR ORDINARY P 2025-03-25 2025-10-10
SWEDBANK AB 20.SEK PAR ORDINARY P 2021-12-27 2025-10-10
SWEDBANK AB 20.SEK PAR ORDINARY P 2021-12-27 2025-03-20
SWEDBANK AB 20.SEK PAR ORDINARY P 2021-12-25 2025-03-20
SWEDBANK AB 20.SEK PAR ORDINARY P 2021-12-23 2025-03-20
HSBC HOLDINGS PLC .5USD PAR ORDINARY P 2025-03-25 2025-10-10
HSBC HOLDINGS PLC .5USD PAR ORDINARY P 2023-08-30 2025-10-10
HSBC HOLDINGS PLC .5USD PAR ORDINARY P 2023-08-30 2025-03-20
HSBC HOLDINGS PLC .5USD PAR ORDINARY P 2023-02-03 2025-10-29
HSBC HOLDINGS PLC .5USD PAR ORDINARY P 2023-02-02 2025-10-29
HSBC HOLDINGS PLC .5USD PAR ORDINARY P 2023-02-02 2025-10-10
COMPASS GROUP ORD GBP0 GBP PAR ORDINARY P 2025-03-25 2025-10-10
COMPASS GROUP ORD GBP0 GBP PAR ORDINARY P 2024-03-12 2025-03-20
COMPASS GROUP ORD GBP0 GBP PAR ORDINARY P 2022-05-06 2025-10-10
COMPASS GROUP ORD GBP0 GBP PAR ORDINARY P 2022-05-06 2025-03-20
HALEON PLC REG SHS .01 GBP PAR ORDINARY P 2025-03-25 2025-09-17
HALEON PLC REG SHS .01 GBP PAR ORDINARY P 2024-11-21 2025-09-17
HALEON PLC REG SHS .01 GBP PAR ORDINARY P 2024-08-30 2025-09-17
HALEON PLC REG SHS .01 GBP PAR ORDINARY P 2024-08-30 2025-09-17
HALEON PLC REG SHS .01 GBP PAR ORDINARY P 2024-08-30 2025-03-20
FERRARI NV .01 EUR PAR ORDINARY P 2024-10-23 2025-03-20
FERRARI NV .01 EUR PAR ORDINARY P 2024-10-23 2025-03-20
RECRUIT HOLDINGS CO.LTD. SHS 6098 JPY PAR ORDINARY P 2023-09-28 2025-03-19
PT BANK CENT ASIA TBK 62.5 IDR PAR ORDINARY P 2023-01-30 2025-02-24
PT BANK CENT ASIA TBK 62.5 IDR PAR ORDINARY P 2023-01-30 2025-02-21
PT BANK CENT ASIA TBK 62.5 IDR PAR ORDINARY P 2023-01-30 2025-02-20
PT BANK CENT ASIA TBK 62.5 IDR PAR ORDINARY P 2023-01-27 2025-02-20
PT BANK CENT ASIA TBK 62.5 IDR PAR ORDINARY P 2023-01-26 2025-02-24
AIR LIQUIDE FN 11.EUR PAR ORDINARY P 2023-04-06 2025-03-20
AIR LIQUIDE FN 11.EUR PAR ORDINARY P 2022-02-10 2025-03-20
CONSTELLATION SOFTWARE INC P 2024-03-05 2025-09-24
CONSTELLATION SOFTWARE INC P 2024-03-05 2025-03-19
MACQUARIE GROUP LTD AUD PAR ORDINARY P 2023-05-12 2025-11-18
MACQUARIE GROUP LTD AUD PAR ORDINARY P 2023-05-11 2025-11-18
MACQUARIE GROUP LTD AUD PAR ORDINARY P 2021-04-19 2025-11-18
MACQUARIE GROUP LTD AUD PAR ORDINARY P 2021-04-19 2025-11-17
MACQUARIE GROUP LTD AUD PAR ORDINARY P 2021-04-19 2025-11-14
MACQUARIE GROUP LTD AUD PAR ORDINARY P 2021-04-19 2025-11-13
MACQUARIE GROUP LTD AUD PAR ORDINARY P 2021-04-19 2025-11-12
MACQUARIE GROUP LTD AUD PAR ORDINARY P 2021-04-19 2025-03-20
MACQUARIE GROUP LTD AUD PAR ORDINARY P 2021-04-19 2025-02-20
STERIS PLC REG SHS P 2024-02-23 2025-03-19
STERIS PLC REG SHS P 2024-02-22 2025-03-19
BAE SYSTEMS PLC GBP PAR ORDINARY P 2022-06-17 2025-02-03
BAE SYSTEMS PLC GBP PAR ORDINARY P 2022-06-17 2025-01-31
AIRBUS SE EUR PAR ORDINARY P 2023-03-01 2025-03-20
AIRBUS SE EUR PAR ORDINARY P 2021-04-16 2025-06-06
AIRBUS SE EUR PAR ORDINARY P 2021-04-16 2025-06-05
AIRBUS SE EUR PAR ORDINARY P 2021-04-16 2025-03-20
SCHNEIDER ELECTRIC SE 8.EUR PAR ORDINARY P 2024-03-05 2025-03-28
SCHNEIDER ELECTRIC SE 8.EUR PAR ORDINARY P 2024-03-05 2025-03-20
SCHNEIDER ELECTRIC SE 8.EUR PAR ORDINARY P 2024-02-08 2025-03-28
HERMES INTL S A EUR PAR ORDINARY P 2024-01-17 2025-03-20
DEUTSCHE TELEKOM AG-REG EUR PAR ORDINARY P 2021-04-16 2025-10-31
DEUTSCHE TELEKOM AG-REG EUR PAR ORDINARY P 2021-04-16 2025-10-30
DEUTSCHE TELEKOM AG-REG EUR PAR ORDINARY P 2021-04-16 2025-10-29
DEUTSCHE TELEKOM AG-REG EUR PAR ORDINARY P 2021-04-16 2025-10-29
DEUTSCHE TELEKOM AG-REG EUR PAR ORDINARY P 2021-04-16 2025-07-16
DEUTSCHE TELEKOM AG-REG EUR PAR ORDINARY P 2021-04-16 2025-05-02
DEUTSCHE TELEKOM AG-REG EUR PAR ORDINARY P 2021-04-16 2025-03-25
DEUTSCHE TELEKOM AG-REG EUR PAR ORDINARY P 2021-04-16 2025-03-19
ZURICH INSURANCE GRP AG 10.CHF PAR ORDINARY P 2021-04-16 2025-08-12
ZURICH INSURANCE GRP AG 10.CHF PAR ORDINARY P 2021-04-16 2025-03-20
KEYENCE CORP 6861 FN JPY PAR ORDINARY P 2021-04-19 2025-03-21
SONY GROUP 6758 JPY PAR ORDINARY P 2021-04-19 2025-03-21
ICICI BANK LTD SPD ADR P 2025-03-25 2025-10-10
ICICI BANK LTD SPD ADR P 2021-04-16 2025-10-10
ICICI BANK LTD SPD ADR P 2021-04-16 2025-03-19
ICICI BANK LTD SPD ADR P 2021-04-16 2025-02-19
ICICI BANK LTD SPD ADR P 2021-04-16 2025-02-19
IBERDROLA SA PARENT ML # 8HDG2 P 2025-01-10 2025-01-17
IBERDROLA SA PARENT ML # 8HDG2 P 2024-09-05 2025-01-17
IBERDROLA SA PARENT ML # 8HDG2 P 2022-07-12 2025-01-17
IBERDROLA SA PARENT ML # 8HDG2 P 2022-07-12 2025-01-17
IBERDROLA SA PARENT ML # 8HDG2 P 2022-07-12 2025-01-17
IBERDROLA SA PARENT ML # 8HDG2 P 2022-05-12 2025-01-17
IBERDROLA SA PARENT ML # 8HDG2 P 2022-04-27 2025-01-17
IBERDROLA SA PARENT ML # 8HDG2 P 2021-11-18 2025-01-17
ASTRAZENECA PLC SPND ADR P 2024-07-08 2025-10-10
ASTRAZENECA PLC SPND ADR P 2024-07-02 2025-03-19
ASTRAZENECA PLC SPND ADR P 2024-07-02 2025-03-19
ASTRAZENECA PLC SPND ADR P 2024-07-02 2025-03-19
ASTRAZENECA PLC SPND ADR P 2021-04-16 2025-10-10
ASTRAZENECA PLC SPND ADR P 2021-04-16 2025-03-19
IBERDROLASUBS RTS PARENT ML # 8HDG2 P 2025-07-04 2025-07-11
IBERDROLASUBS RTS PARENT ML # 8HDG2 P 2022-07-12 2025-07-11
IBERDROLASUBS RTS PARENT ML # 8HDG2 P 2022-07-12 2025-07-11
SAP SE EUR PAR ORDINARY P 2025-05-16 2025-08-20
SAP SE EUR PAR ORDINARY P 2025-01-17 2025-03-20
SAP SE EUR PAR ORDINARY P 2024-12-05 2025-08-20
SAP SE EUR PAR ORDINARY P 2024-12-05 2025-03-20
SAP SE EUR PAR ORDINARY P 2023-12-13 2025-12-18
SAP SE EUR PAR ORDINARY P 2023-12-12 2025-12-18
SAP SE EUR PAR ORDINARY P 2023-12-12 2025-10-10
SAP SE EUR PAR ORDINARY P 2023-12-12 2025-08-20
TOTALENERGIES SE P 2025-03-25 2025-10-10
TOTALENERGIES SE P 2021-04-16 2025-10-10
TOTALENERGIES SE P 2021-04-16 2025-03-19
SUMITOMO MITSUI FIN 8316 50000.JPY PAR ORDINARY P 2025-03-26 2025-05-16
SUMITOMO MITSUI FIN 8316 50000.JPY PAR ORDINARY P 2023-10-12 2025-03-21
SUMITOMO MITSUI FIN 8316 50000.JPY PAR ORDINARY P 2023-01-10 2025-05-16
SUMITOMO MITSUI FIN 8316 50000.JPY PAR ORDINARY P 2023-01-10 2025-03-21
CANADIAN PAC KANS CITY LTD P 2024-05-01 2025-03-19
CANADIAN PAC KANS CITY LTD P 2023-12-12 2025-08-05
CANADIAN PAC KANS CITY LTD P 2023-12-12 2025-08-05
CANADIAN PAC KANS CITY LTD P 2023-12-12 2025-08-04
CANADIAN PAC KANS CITY LTD P 2021-08-24 2025-08-05
CANADIAN PAC KANS CITY LTD P 2021-04-22 2025-08-04
CANADIAN PAC KANS CITY LTD P 2021-04-16 2025-03-19
CANADIAN PAC KANS CITY LTD P 2021-04-16 2025-03-19
SONY FINL HOLDINGS INC JPY PAR ORDINARY P 2025-10-01 2025-10-03
LONZA GROUP AG 1.CHF PAR ORDINARY P 2024-08-22 2025-03-20
TOYOTA MOTOR CORP 7203 JPY PAR ORDINARY P 2025-01-07 2025-02-25
TOYOTA MOTOR CORP 7203 JPY PAR ORDINARY P 2023-10-12 2025-02-25
TOYOTA MOTOR CORP 7203 JPY PAR ORDINARY P 2023-09-28 2025-02-25
SANOFI 2.EUR PAR ORDINARY P 2024-10-29 2025-09-09
SANOFI 2.EUR PAR ORDINARY P 2024-10-29 2025-03-20
SANOFI 2.EUR PAR ORDINARY P 2024-09-10 2025-09-09
SANOFI 2.EUR PAR ORDINARY P 2024-09-05 2025-03-20
SANOFI 2.EUR PAR ORDINARY P 2024-09-05 2025-03-20
SANOFI 2.EUR PAR ORDINARY P 2022-07-12 2025-09-11
SANOFI 2.EUR PAR ORDINARY P 2022-07-12 2025-09-10
SANOFI 2.EUR PAR ORDINARY P 2022-07-12 2025-09-09
SANOFI 2.EUR PAR ORDINARY P 2022-06-02 2025-09-09
SANOFI 2.EUR PAR ORDINARY P 2022-06-02 2025-09-09
TENCENT HOLDINGS LTD SHS HKD PAR ORDINARY P 2025-03-19 2025-03-26
ALCON SA ACT NOM .04 CHF PAR ORDINARY P 2024-09-25 2025-03-20
ALCON SA ACT NOM .04 CHF PAR ORDINARY P 2024-02-26 2025-05-19
ALCON SA ACT NOM .04 CHF PAR ORDINARY P 2024-02-23 2025-05-19
ALCON SA ACT NOM .04 CHF PAR ORDINARY P 2024-02-23 2025-05-16
ALCON SA ACT NOM .04 CHF PAR ORDINARY P 2024-02-23 2025-03-20
WOLTERS KLUWER NV .12EUR PAR ORDINARY P 2024-12-23 2025-07-02
WOLTERS KLUWER NV .12EUR PAR ORDINARY P 2024-12-18 2025-03-20
WOLTERS KLUWER NV .12EUR PAR ORDINARY P 2024-12-18 2025-03-20
WOLTERS KLUWER NV .12EUR PAR ORDINARY P 2024-01-17 2025-07-02
WOLTERS KLUWER NV .12EUR PAR ORDINARY P 2024-01-17 2025-03-20
WOLTERS KLUWER NV .12EUR PAR ORDINARY P 2023-10-12 2025-07-02
WOLTERS KLUWER NV .12EUR PAR ORDINARY P 2023-06-01 2025-07-04
WOLTERS KLUWER NV .12EUR PAR ORDINARY P 2023-06-01 2025-07-03
WOLTERS KLUWER NV .12EUR PAR ORDINARY P 2023-05-11 2025-07-03
WOLTERS KLUWER NV .12EUR PAR ORDINARY P 2023-05-11 2025-07-02
ISHARES MSCI INDIA INDEX FUND P 2024-09-26 2025-10-10
ISHARES MSCI INDIA INDEX FUND P 2024-09-20 2025-03-19
ISHARES MSCI INDIA INDEX FUND P 2024-09-20 2025-03-19
L OREAL .2EUR PAR ORDINARY P 2024-03-05 2025-01-15
L OREAL .2EUR PAR ORDINARY P 2023-08-01 2025-04-25
L OREAL .2EUR PAR ORDINARY P 2023-07-31 2025-03-20
FLUTTER ENTERTAINMENT PLC REG SHS P 2024-12-04 2025-03-19
FLUTTER ENTERTAINMENT PLC REG SHS P 2024-09-17 2025-04-03
FLUTTER ENTERTAINMENT PLC REG SHS P 2024-09-16 2025-04-03
ASML HLDG NV NY REG SHS P 2024-09-20 2025-03-19
ASML HLDG NV NY REG SHS P 2024-08-29 2025-03-19
FRESENIUS MEDICAL CARE A EUR PAR ORDINARY P 2025-05-21 2025-11-28
FRESENIUS MEDICAL CARE A EUR PAR ORDINARY P 2025-05-21 2025-11-26
FRESENIUS MEDICAL CARE A EUR PAR ORDINARY P 2025-05-21 2025-10-10
FRESENIUS MEDICAL CARE A EUR PAR ORDINARY P 2025-05-20 2025-11-28
FRESENIUS MEDICAL CARE A EUR PAR ORDINARY P 2025-05-20 2025-11-27
FRESENIUS MEDICAL CARE A EUR PAR ORDINARY P 2025-05-19 2025-12-01
FRESENIUS MEDICAL CARE A EUR PAR ORDINARY P 2025-05-19 2025-11-27
FRESENIUS MEDICAL CARE A EUR PAR ORDINARY P 2025-05-16 2025-12-03
FRESENIUS MEDICAL CARE A EUR PAR ORDINARY P 2025-05-16 2025-12-02
FRESENIUS MEDICAL CARE A EUR PAR ORDINARY P 2025-05-16 2025-12-01
FRESENIUS MEDICAL CARE A EUR PAR ORDINARY P 2025-04-29 2025-12-05
FRESENIUS MEDICAL CARE A EUR PAR ORDINARY P 2025-04-29 2025-12-04
FRESENIUS MEDICAL CARE A EUR PAR ORDINARY P 2025-04-29 2025-12-03
FRESENIUS MEDICAL CARE A EUR PAR ORDINARY P 2025-04-28 2025-12-05
FRESENIUS MEDICAL CARE A EUR PAR ORDINARY P 2025-04-25 2025-12-08
BYD COMPANY LTD 1.HKD PAR ORDINARY NEW ISIN P 2025-03-26 2025-10-13
BYD COMPANY LTD 1.HKD PAR ORDINARY NEW ISIN P 2025-02-25 2025-11-13
BYD COMPANY LTD 1.HKD PAR ORDINARY NEW ISIN P 2025-02-25 2025-11-12
BYD COMPANY LTD 1.HKD PAR ORDINARY NEW ISIN P 2025-02-25 2025-10-13
BYD COMPANY LTD 1.HKD PAR ORDINARY NEW ISIN P 2025-02-25 2025-03-20
DAIICHI SANKYO CO LTD 4568 JPY PAR ORDINARY P 2024-02-26 2025-01-15
SHIN ETSU CHEMICAL 4063 JPY PAR ORDINARY P 2024-08-04 2025-04-28
SHIN ETSU CHEMICAL 4063 JPY PAR ORDINARY P 2024-07-30 2025-04-28
SHIN ETSU CHEMICAL 4063 JPY PAR ORDINARY P 2024-07-30 2025-03-21
SHIN ETSU CHEMICAL 4063 JPY PAR ORDINARY P 2024-07-30 2025-03-21
BEIERSDORF AG NPV EUR EUR PAR ORDINARY P 2025-04-29 2025-09-10
BEIERSDORF AG NPV EUR EUR PAR ORDINARY P 2025-04-28 2025-09-11
BEIERSDORF AG NPV EUR EUR PAR ORDINARY P 2025-04-28 2025-09-10
BEIERSDORF AG NPV EUR EUR PAR ORDINARY P 2025-04-25 2025-09-11
BEIERSDORF AG NPV EUR EUR PAR ORDINARY P 2025-03-28 2025-09-12
BEIERSDORF AG NPV EUR EUR PAR ORDINARY P 2025-03-21 2025-09-12
BEIERSDORF AG NPV EUR EUR PAR ORDINARY P 2025-03-18 2025-09-11
BEIERSDORF AG NPV EUR EUR PAR ORDINARY P 2025-03-13 2025-09-09
BEIERSDORF AG NPV EUR EUR PAR ORDINARY P 2025-03-13 2025-03-20
BEIERSDORF AG NPV EUR EUR PAR ORDINARY P 2025-03-13 2025-03-20
NOVO NORDISK A/S BR AND/ .1 DKK PAR ORDINARY P 2025-06-11 2025-11-26
NOVO NORDISK A/S BR AND/ .1 DKK PAR ORDINARY P 2023-09-22 2025-04-25
NOVO NORDISK A/S BR AND/ .1 DKK PAR ORDINARY P 2023-08-27 2025-04-25
NOVO NORDISK A/S BR AND/ .1 DKK PAR ORDINARY P 2023-08-21 2025-03-13
NOVO NORDISK A/S BR AND/ .1 DKK PAR ORDINARY P 2023-08-18 2025-04-25
NOVO NORDISK A/S BR AND/ .1 DKK PAR ORDINARY P 2023-08-15 2025-04-25
NOVO NORDISK A/S BR AND/ .1 DKK PAR ORDINARY P 2023-08-15 2025-03-20
NOVO NORDISK A/S BR AND/ .1 DKK PAR ORDINARY P 2023-08-15 2025-03-13
NOVO NORDISK A/S BR AND/ .1 DKK PAR ORDINARY P 2023-08-15 2025-03-13
IVANHOE MINES LTD P 2024-09-27 2025-03-04
IVANHOE MINES LTD P 2024-09-27 2025-03-04
IVANHOE MINES LTD P 2024-09-26 2025-03-05
IVANHOE MINES LTD P 2024-09-26 2025-03-04
IVANHOE MINES LTD P 2024-07-12 2025-03-05
IVANHOE MINES LTD P 2024-07-11 2025-03-05
IVANHOE MINES LTD P 2024-07-10 2025-03-05
VARIOUS P 2025-01-01 2025-12-31
(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 1,429   782 647
b 1,716   613 1,103
c 172   191 -19
d 423   316 107
e 235   158 77
2,348   1,708 640
346   48 298
516   144 372
1,153   288 865
1,481   336 1,145
223   219 4
774   669 105
688   542 146
1,069   874 195
1,415   991 424
1,108   707 401
191   131 60
306   262 44
295   257 38
1,003   867 136
3,980   3,360 620
651   546 105
149   153 -4
153   153 0
      0
885   816 69
850   768 82
1,702   1,535 167
105   107 -2
225   177 48
676   524 152
150   97 53
768   604 164
256   173 83
834   679 155
772   637 135
118   98 20
291   254 37
486   428 58
297   204 93
864   847 17
346   229 117
1,210   833 377
20   15 5
682   592 90
130   104 26
80   62 18
1,497   1,459 38
107   94 13
54   44 10
1,316   1,259 57
375   233 142
1,071   665 406
538   482 56
36   36 0
639   586 53
36   19 17
249   130 119
538   485 53
76   68 8
732   700 32
736   707 29
146   119 27
73   20 53
1,491   501 990
117   98 19
142   96 46
474   319 155
95   63 32
58   30 28
427   271 156
92   79 13
31   21 10
285   235 50
26   22 4
622   515 107
94   81 13
147   84 63
1,099   724 375
2,041   1,044 997
1,007   526 481
989   540 449
102   97 5
440   391 49
34   21 13
785   517 268
47   51 -4
593   598 -5
1,254   1,350 -96
360   388 -28
737   725 12
902   902 0
      0
2,677   1,508 1,169
36   39 -3
780   823 -43
118   124 -6
746   790 -44
353   364 -11
546   441 105
234   169 65
2,961   2,766 195
3,210   2,766 444
125   120 5
1,000   960 40
625   611 14
383   367 16
261   245 16
539   489 50
269   245 24
982   978 4
1,184   978 206
224   236 -12
224   236 -12
1,796   1,099 697
1,093   670 423
185   132 53
751   496 255
1,712   1,117 595
555   372 183
239   230 9
781   690 91
478   424 54
2,696   1,970 726
714   444 270
1,236   752 484
1,551   887 664
369   212 157
1,655   906 749
1,224   656 568
1,953   1,041 912
1,360   714 646
710   413 297
2,068   1,239 829
822   964 -142
1,195   1,073 122
125   125 0
63   30 33
1,403   701 702
1,270   670 600
58   30 28
85   87 -2
      0
      0
      0
      0
      0
      0
      0
85   75 10
      0
76   76 0
381   383 -2
85   51 34
610   406 204
89   92 -3
      0
      0
817   897 -80
543   525 18
272   254 18
543   508 35
1,462   951 511
731   477 254
821   477 344
272   159 113
117   127 -10
58   46 12
1,534   1,099 435
95   107 -12
1,215   745 470
4,368   2,441 1,927
243   120 123
296   311 -15
150   147 3
893   884 9
149   147 2
1,421   1,351 70
74   74 0
74   74 0
443   449 -6
153   171 -18
643   662 -19
500   535 -35
625   631 -6
1,732   1,771 -39
189   219 -30
350   329 21
95   115 -20
117   117 0
700   707 -7
665   707 -42
754   808 -54
567   606 -39
284   304 -20
662   709 -47
579   627 -48
632   690 -58
621   560 61
89   80 9
1,596   1,443 153
90   80 10
162   174 -12
155   155 0
464   516 -52
162   148 14
309   296 13
487   386 101
163   119 44
649   474 175
1,299   975 324
162   122 40
107   120 -13
101   101 0
806   939 -133
335   482 -147
853   926 -73
784   935 -151
718   836 -118
870   911 -41
870   898 -28
730   796 -66
730   889 -159
96   121 -25
143   182 -39
54   61 -7
96   120 -24
96   120 -24
47   58 -11
48   58 -10
94   114 -20
142   172 -30
95   114 -19
140   150 -10
235   251 -16
188   200 -12
140   150 -10
231   244 -13
41   50 -9
705   885 -180
799   1,017 -218
14   16 -2
650   590 60
1,281   1,642 -361
30   44 -14
956   1,389 -433
30   30 0
299   434 -135
113   140 -27
112   138 -26
113   138 -25
112   137 -25
111   130 -19
333   401 -68
112   134 -22
1,497   1,892 -395
142   142 0
426   437 -11
1,338   2,223 -885
549   826 -277
61   94 -33
149   187 -38
244   365 -121
244   368 -124
470   553 -83
74   74 0
521   645 -124
90   152 -62
27   46 -19
19   30 -11
269   450 -181
253   393 -140
693   1,047 -354
234   357 -123
2     2
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       647
b       1,103
c       -19
d       107
e       77
      640
      298
      372
      865
      1,145
      4
      105
      146
      195
      424
      401
      60
      44
      38
      136
      620
      105
      -4
      0
      0
      69
      82
      167
      -2
      48
      152
      53
      164
      83
      155
      135
      20
      37
      58
      93
      17
      117
      377
      5
      90
      26
      18
      38
      13
      10
      57
      142
      406
      56
      0
      53
      17
      119
      53
      8
      32
      29
      27
      53
      990
      19
      46
      155
      32
      28
      156
      13
      10
      50
      4
      107
      13
      63
      375
      997
      481
      449
      5
      49
      13
      268
      -4
      -5
      -96
      -28
      12
      0
      0
      1,169
      -3
      -43
      -6
      -44
      -11
      105
      65
      195
      444
      5
      40
      14
      16
      16
      50
      24
      4
      206
      -12
      -12
      697
      423
      53
      255
      595
      183
      9
      91
      54
      726
      270
      484
      664
      157
      749
      568
      912
      646
      297
      829
      -142
      122
      0
      33
      702
      600
      28
      -2
      0
      0
      0
      0
      0
      0
      0
      10
      0
      0
      -2
      34
      204
      -3
      0
      0
      -80
      18
      18
      35
      511
      254
      344
      113
      -10
      12
      435
      -12
      470
      1,927
      123
      -15
      3
      9
      2
      70
      0
      0
      -6
      -18
      -19
      -35
      -6
      -39
      -30
      21
      -20
      0
      -7
      -42
      -54
      -39
      -20
      -47
      -48
      -58
      61
      9
      153
      10
      -12
      0
      -52
      14
      13
      101
      44
      175
      324
      40
      -13
      0
      -133
      -147
      -73
      -151
      -118
      -41
      -28
      -66
      -159
      -25
      -39
      -7
      -24
      -24
      -11
      -10
      -20
      -30
      -19
      -10
      -16
      -12
      -10
      -13
      -9
      -180
      -218
      -2
      60
      -361
      -14
      -433
      0
      -135
      -27
      -26
      -25
      -25
      -19
      -68
      -22
      -395
      0
      -11
      -885
      -277
      -33
      -38
      -121
      -124
      -83
      0
      -124
      -62
      -19
      -11
      -181
      -140
      -354
      -123
      2
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 26,214
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 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) 1 431
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........................... 3 431
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- ..... 5 431
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 47,435
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 47,435
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 47,004
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax47,004 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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)
MA
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 2025 or the taxable year beginning in 2025? 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofJACQUELINE MCCOY Telephone no. (617) 933-3620

Located at31 ST JAMES AVENUE SUITE 740BOSTONMA ZIP+402116
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
BRUCE EVANS TRUSTEE
0.00 		0 0 0
31 ST JAMES AVE SUITE 740
BOSTON,MA02116
BRIDGITT EVANS TRUSTEE
0.00 		0 0 0
31 ST JAMES AVE SUITE 740
BOSTON,MA02116
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
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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
NONE
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  
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
442,683
b
Average of monthly cash balances.......................
1b
68,119
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
510,802
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
510,802
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
7,662
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
503,140
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
25,157
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
25,157
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
431
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
431
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
24,726
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
24,726
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
24,726
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, line 26, column (d) ..........
1a
1,818,903
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
1,818,903
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 24,726
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 1,740,221
b From 2021...... 1,468,761
c From 2022...... 2,290,831
d From 2023......  
e From 2024...... 589,824
f Total of lines 3a through e ........ 6,089,637
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,818,903
a Applied to 2024, 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 2025 distributable amount..... 24,726
e Remaining amount distributed out of corpus 1,794,177
5 Excess distributions carryover applied to 2025. 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 7,883,814
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		1,740,221
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		6,143,593
10 Analysis of line 9:
a Excess from 2021 .... 1,468,761
b Excess from 2022 .... 2,290,831
c Excess from 2023 ....  
d Excess from 2024 .... 589,824
e Excess from 2025 .... 1,794,177
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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).)
BRUCE EVANS
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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

AMERICAN FRIENDS OF THE CENTRE POMPIDOU

572 VALLEY ROAD UNIT 43019
MONTCLAIR,NJ07043 		NONE   GENERAL 150,000

JPM DONOR ADVISED FUND

165 TOWNSHIP LINE ROAD SUITE 1200
JENKINTOWN,PA19046 		NONE   CHARITABLE CONTRIBUTION TO DONORADVISED FUND; SPONSORING ORGANIZATION RETAINS FULL LEGAL CONTROL AND DISCRETION OVER GRANTMAKING FOR CHARITABLE PURPOSES. 1,474,720

JPM DONOR ADVISED FUND

165 TOWNSHIP LINE ROAD SUITE 1200
JENKINTOWN,PA19046 		NONE   CHARITABLE CONTRIBUTION TO DONORADVISED FUND; SPONSORING ORGANIZATION RETAINS FULL LEGAL CONTROL AND DISCRETION OVER GRANTMAKING FOR CHARITABLE PURPOSES. 49,183

SMITHSONIAN HIRSHORN MUSEUM

MRC 350 PO BOX
WASHINGTON DC,DC20013 		NONE   GENERAL 100,000

UNIVERSITY OF ALABAMA

739 PAUL W BRYANT DR
TUSCALOOSA,AL35487 		NONE   GENERAL 10,000

VIA ART FUND

219 W 19TH ST
NEW YORK,NY10011 		NONE   GENERAL 35,000
Total ................................. 3a 1,818,903
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 ........... 		         
4 Dividends and interest from securities ....     14 8,624  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 26,214  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 34,838 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
34,838
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only 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 (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 InvestmentsCorpStockSchedule
Name:
THE EVANS FAMILY FOUNDATION
 
DBA LENOX STREET FOUNDATION
EIN:
04-3523698
Name of Stock End of Year Book Value End of Year Fair Market Value
BROKERAGE 157,250 225,721

TY 2025 OtherIncreasesSchedule
Name:
THE EVANS FAMILY FOUNDATION
 
DBA LENOX STREET FOUNDATION
EIN:
04-3523698
Description Amount
COST BASIS OF DONATED SECURITIES 509,692


TY 2025 OtherProfessionalFeesSchedule
Name:
THE EVANS FAMILY FOUNDATION
 
DBA LENOX STREET FOUNDATION
EIN:
04-3523698
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOA 3,767 3,767   0
MISCELLANEOUS 14 14   0


TY 2025 SubstantialContributorsSch
Name:
THE EVANS FAMILY FOUNDATION
 
DBA LENOX STREET FOUNDATION
EIN:
04-3523698
Name Address
BRUCE R BRIDGITT B EVANS 31 ST JAMES AVE SUITE 740
BOSTON,MA02116


TY 2025 TaxesSchedule
Name:
THE EVANS FAMILY FOUNDATION
 
DBA LENOX STREET FOUNDATION
EIN:
04-3523698
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 0 0   0
MASSACHUSETTS FEES 35 35   0