2024-05-10T07:18:55-05:00 2023-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990PF 2023-01-01 046903459 Bierly Boasberg Foundation BIER 6175722532 199 Otis Street Newton MA 02465 Margaret Boasberg Trustee 6175722532 2024-05-09 1 Margaret Boasberg 999009999 1 Barbara J McGuan CPA P00219457 2077752387 2024-05-09 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 10293574 X 427213 191097 191097 38173 210261 38173 656483 229270 0 0 0 63006 63006 0 3396 3396 0 2652 15 2637 69054 66417 2637 361744 361744 430798 66417 364381 225685 162853 48077 24784 24784 95423 127834 127834 8178088 8468718 9833730 109847 109846 307226 8431435 8731182 10293574 0 0 X 0 0 0 0 8431435 8731182 8431435 8731182 8431435 8731182 8431435 225685 74062 8731182 0 8731182 Publicly Traded Securities 210261 172088 38173 38173 38173 2264 0 2264 0 2264 2002 0 0 0 2002 9 271 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A Margaret Boasberg 6175722532 199 Otis Street Newton MA 02465 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Christopher Bierly 199 Otis Street Newton MA 02465 Trustee 1.00 0 0 0 Margaret Boasberg 199 Otis Street Newton MA 02465 Trustee 2.00 0 0 0 NONE 0 Morgan Stanley 1 New York Plaza 40th Floor New York NY 10004 Investment Management Fees 63006 0 0 9264198 83643 0 9347841 0 0 9347841 140218 9207623 460381 460381 2264 2264 458117 0 458117 0 458117 364381 0 364381 458117 0 0 6644 78886 19398 104928 364381 0 0 0 364381 0 93736 93736 11192 0 0 0 0 0 0 0 11192 11192 Christopher Bierly Margaret Boasberg Margaret Boasberg 199 Otis Street Newton MA 02456 6179653626 Not Applicable Not Applicable The Foundation makes charitable contributions only for charitable, educational, or scientific purposes defined by Sec 501(c)(3) of the Internal Revenue Code. ASPCA 293 2nd Ave Waltham MA 02451 n/a PC General Support 2500 Bain Capital Children's Charity John Hancock Tower 200 Clardendon Street Boston MA 021165021 n/a PC General Support 15000 Beyond Batten Disease Foundation 3305 Steck Ave Suite 200 Austin TX 78757 n/a PC General Support 1000 Boston Children's Hospital 1295 Boylston Street Boston MA 02215 n/a PC General Support 5000 Boys & Girls Club of Boston 200 High Street 3rd Floor Boston MA 02110 n/a PC General Support 10000 Brigham & Women's Hospital 75 Francis Street Boston MA 02115 n/a PC General Support 10000 Camp Holiday Trails 400 Holiday Trails Lane Charlottesville VA 22903 n/a PC General Support 10000 Carroll Center for the Blind 770 Centre Street Newton MA 024582530 n/a PC General Support 200 Centre County Sports Hall Of Fame PO Box 133 Lemont PA 168510133 n/a PC General Support 3000 Chadtough Defeat DIPG Foundation PO Box 907 Saline MI 48176 n/a PC General Support 3000 Comfort Zone Camp 6606 West Board Street Suite 401 Richmond VA 23230 n/a PC General Support 1200 Community Foundation for Nantucket 9 Bayberry Court Nantucket MA 02554 n/a PC General Support 5000 Courageous Parents Network 21 Rochester Road Newton MA 02458 n/a PC General Support 500 Cradles to Crayons 155 North Beacon Street Brighton MA 02135 n/a PC General Support 5000 Cultural Landscape Foundation 1711 Connecticut Ave NW 200 Washington DC 20009 n/a PC General Support 1000 Dana Farber Cancer Institute 450 Brookline Avenue BP418 Boston MA 02215 n/a PC General Support 10000 Dian Fossey Gorilla Fund 800 Cherokee Ave SE Atlanta GA 30315 n/a PC General Support 24961 Doctors Without Borders 333 7th Avenue New York NY 10001 n/a PC General Support 10000 Duke University PO Box 90600 Durham NC 27708 n/a PC General Support 27486 Ellis Early Learning 58 Berkely Street Boston MA 02116 n/a PC General Support 597 Endeavor Global 900 Broadway New York NY 10003 n/a PC General Support 7500 Fairwinds 20 Vesper Ln L-1 Nantucket MA 02554 n/a PC General Support 500 Family Access of Newton 492 Waltham Street Newton MA 02465 n/a PC General Support 500 Horizons Greater Boston 90 Sandy Valley Road Dedham MA 02026 n/a PC General Support 500 Mass General Hospital 55 Fruit Street Boston MA 02114 n/a PC General Support 10000 McLean Hospital 115 Mill Street Belmont MA 02478 n/a PC General Support 1000 Methuen Baseball 41 Pleasant St Methuen MA 01844 n/a PC General Support 100 Nantucket Antheneum 1 India Street Nantucket MA 02554 n/a PC General Support 250 Nantucket City Lights 199 Otis Street Newton MA 02465 n/a PC General Support 250 Nantucket Conservation Foundation 118 Cliff Road Nantucket MA 02554 n/a PC General Support 2500 Nantucket Cottage Hospital 57 Prospect St Unit 1 Nantucket MA 02554 n/a PC General Support 5000 Nantucket Dreamland Foundation PO Box 989 Nantucket MA 02554 n/a PC General Support 2500 Nantucket Historical Association PO Box 1016 Nantucket MA 02554 n/a PC General Support 1720 Nantucket Safe Harbor for Animals PO Box 2844 Nantucket MA 02584 n/a PC General Support 5000 Nathional Cathedral School 3612 Woodley Road Washington DC 20016 n/a PC General Support 250 National Brain Tumor Society 55 Chapel Street No 200 Newton MA 02458 n/a PC General Support 100 National Philanthropic Trust 165 Township Line Road Suite 1200 Jenkintown PA 19046 n/a PC General Support 19873 Newton-Wellesley Charity Fund 2014 Washington Street Newton MA 02462 n/a PC General Support 2500 On the Isle PO Box 756 Nantucket MA 25564 n/a PC General Support 300 Pan Mass Challenge 77 4th Ave Needham MA 02494 n/a PC General Support 100 Partners in Health 3rd Floor 888 Commonwealth Ave Boston MA 02215 n/a PC General Support 30725 Project Bread - Walk for Hunger 145 Border Street Boston MA 02128 n/a PC General Support 500 Save the Children 501 Kings Highway E 400 Fairfield CT 06825 n/a PC General Support 29602 Sconset Trust PO Box 821 Siasconset MA 02564 n/a PC General Support 1000 St Judes Research Hospital 262 Danny Thomas Place Memphis TN 38105 n/a PC General Support 1000 Stanford GSB 655 Knight Way Stanford CA 94305 n/a PC General Support 500 Summits Education 800 Boylston Street No 300 Boston MA 02199 n/a PC General Support 1000 The Greater Boston Food Bank 70 South Bay Ave Boston MA 02118 n/a PC General Support 10000 The Humane Society 1255 23rd Street NW Suite 450 Washington DC 20037 n/a PC General Support 1200 The Kelly S Brush Foundation 3 Main Street Burlington VT 05401 n/a PC General Support 200 The New Teacher Project 500 7th Avenue 8th floor New York NY 10018 n/a PC General Support 5000 Theatre Workshop of Nantucket PO Box 1297 Nantucket MA 02554 n/a PC General Support 2500 Thrive Funds 199 Otis Street Newton MA 02465 n/a PC General Support 1000 University of Virginia 1300 Jefferson Park Ave Charlottesville VA 22903 n/a PC General Support 5000 University of Virginia Fund for the Arts 1300 Jefferson Park Ave Charlottesville VA 22903 n/a PC General Support 2500 USA For UNHCR 1310 L St NW STE 450 Washington DC 20005 n/a PC General Support 10000 WBUR 890 Commonwealth Ave Boston MA 02215 n/a PC General Support 1000 White Heron Theatre Company 5 N Water Street Nantucket MA 02554 n/a PC General Support 52500 Wikipedia Wikimedia Foundation PO Box 98204 Washington DC 200908204 n/a PC General Support 30 Yale Alumni Fund 206 Elm Street New Haven CT 06520 n/a PC General Support 600 361744 0 14 191097 18 38173 0 229270 0 229270 0 0 0 0 0 0 0 0 0 0 X X 1 Christopher Bierly and Margaret Boasberg 199 Otis Street Newton MA 02465 905549 X 1 4148 Shares of Ishares Russell Mid-Cap ETF 303011 2023-01-31 1 68 Shares of Ferrari N V 18906 2023-04-21 1 317 Shares of LVMN MOET Hennessy Louis Vuitt 62691 2023-04-21 1 61 Shares of NVIDIA Corporation 16543 2023-04-21 1 968 Shares of Rolls Royce Holdings PLC 1853 2023-04-21 1 493 Shares of SPDR S&P 500 ETF Trust 200197 2023-04-25 1 688 Shares of SPDR S&P 500 ETF Trust 302348 2023-06-16 Form 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid Organization: Bierly Boasberg FoundationTIN: 04-6903459Tax Year Ended: December 31, 2023Form 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: 3/21/20232. Description of property: 2,930 Shares of UniCredit SPA- ADR3. Book value: $10,903.40Method for determining book value: Tax Cost4. Fair market value: $27,486.33Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: 6/23/20232. Description of property: 110 Shares of LVMN MOET Hennessy Louis Vuitt3. Book value: $8,279.91Method for determining book value: Tax Cost4. Fair market value: $19,873.81Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: 6/23/20232. Description of property: 80 Shares of LVMN MOET Hennessy Louis Vuitt3. Book value: $6,021.75Method for determining book value: Tax Cost4. Fair market value: $14,453.68Method for determining fair market value: Stock Market Quote Form 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: 6/23/20232. Description of property: 163 Shares of Total Energies SE Sponsored ADS3. Book value: $5,628.24Method for determining book value: Tax Cost4. Fair market value: $9,235.58Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: 6/23/20232. Description of property: 116 Shares of UniCredit SPA- ADR3. Book value: $427.55Method for determining book value: Tax Cost4. Fair market value: $1,271.48Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: 12/11/20232. Description of property: 68 Shares of Ferrari N V3. Book value: $7,274.75Method for determining book value: Tax Cost4. Fair market value: $25,293.28Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: 12/11/20232. Description of property: 20 Shares of Rolls Royce Holdings PLC3. Book value: $18.27Method for determining book value: Tax Cost4. Fair market value: $74.52Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: 12/12/20232. Description of property: 42 Shares of Home Depot Inc3. Book value: $7,674.15Method for determining book value: Tax Cost4. Fair market value: $13,994.40Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: 12/12/20232. Description of property: 17 Shares of NVIDIA Corporation3. Book value: $2,257.41Method for determining book value: Tax Cost4. Fair market value: $8,101.69Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: 12/12/20232. Description of property: 948 Shares of Rolls Royce Holdings PLC3. Book value: $866.09Method for determining book value: Tax Cost4. Fair market value: $3,628.94Method for determining fair market value: Stock Market Quote 202 Shares of ALPHABET INC CL A (GOOGL) 15245 28217 202 Shares of JPMORGAN CHASE & CO (JPM) 15593 34360 127 Shares of LVMH MOET HENNESSY LOUIS VUITT (LVMUY) 10040 20584 64 Shares of MICROSOFT CORP (MSFT) 10403 24067 44 Shares of NVIDIA CORPORATION (NVDA) 6530 21790 7880 Shares of ISHARES BARCLAYS 1-3 YR TSY BD (SHY) 678767 646475 2481 Shares of ISHARES CORE S&P 500 ETF (IVV) 814602 1185000 14705 Shares of ISHARES MSCI EAFE ETF (EFA) 1168753 1108022 5665 Shares of ISHARES MSCI EMERGING MKTS ETF (EEM) 305984 227790 2077 Shares of ISHARES RUSSELL 2000 GRWTH ETF (IWO) 606145 523861 3157 Shares of ISHARES RUSSELL 2000 VALUE ETF (IWN) 503894 490377 8060 Shares of ISHARES RUSSELL MID-CAP ETF (IWR) 285857 626504 5427 Shares of ISHARES RUSSELL MIDCAP G ETF (IWP) 565956 566904 4299 Shares of ISHARES RUSSELL MIDCAP V ETF (IWS) 475553 499931 16332 Shares of ISHARES S&P 500 GRWTH ETF (IVW) 1132392 1226533 7320 Shares of ISHARES S&P 500 VAL ETF (IVE) 1047695 1272875 4192 Shares of PIMCO ENHANCED SHRT MTRT EXC (MINT) 425052 418320 1919 Shares of SPDR S&P 500 ETF TRUST (SPY) 400257 912120 1645 Shares of FIDELITY 500 INDEX FUND (FXAIX) AT COST 109846 307226 Bank Fees 15 15 0 Filing Fees 250 0 250 Miscellaneous Expense 2387 0 2387 Unrealized Gains on Donated Securities 74062 Investment Management Fees 63006 63006 0 Foreign Taxes 3396 3396 0