2023-08-11T15:14:40-05:00 2022-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990PF 2022-01-01 046903459 Bierly Boasberg Foundation BIER 6175722532 199 Otis Street Newton MA 02465 Christopher Bierly Trustee 6175722532 2023-08-10 1 Christopher Bierly 999009999 1 Barbara J McGuan CPA P00219457 2077752387 2023-08-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 8142140 X 616972 135382 135382 235348 498480 235348 987702 370730 0 0 0 56346 56346 0 2198 2198 0 634 72 562 59178 58616 562 387380 387380 446558 58616 387942 541144 312114 30258 48077 48077 83763 95423 95423 7567896 8178088 7779658 98750 109847 218982 7780667 8431435 8142140 0 0 X 0 0 0 0 7780667 8431435 7780667 8431435 7780667 8431435 7780667 541144 109624 8431435 0 8431435 Publicly Traded Securities 498480 263132 235348 235348 235348 4338 0 4338 0 4338 6340 0 0 0 6340 0 2002 2002 0 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 56346 0 0 7432236 138966 0 7571202 0 0 7571202 113568 7457634 372882 372882 4338 4338 368544 0 368544 0 368544 387942 0 387942 368544 0 0 44511 6644 78886 130041 387942 0 0 0 368544 19398 0 0 149439 0 0 0 0 0 0 44511 104928 6644 78886 19398 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. American University 4400 Massachusetts Ave NW Washington DC 20016 n/a PC General Support 5000 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 Buckingham Browne & Nichols Upper School 80 Gerrys Landing Road Cambridge MA 02138 n/a PC General Support 75342 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 10434 Brigham & Women's Hospital 75 Francis Street Boston MA 02115 n/a PC General Support 9995 Camp Holiday Trails 400 Holiday Trails Lane Charlottesville VA 22903 n/a PC General Support 10000 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 Dian Fossey Gorilla Fund 800 Cherokee Ave SE Atlanta GA 30315 n/a PC General Support 25432 Doctors Without Borders 333 7th Avenue New York NY 10001 n/a PC General Support 10000 Endeavor Global 900 Broadway New York NY 10003 n/a PC General Support 7500 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 JDRF 60 Walnut Street 102 Wellesley MA 02481 n/a PC General Support 100 The Kelly S Brush Foundation 3 Main Street Burlington VT 05401 n/a PC General Support 200 Mass General Hospital 55 Fruit Street Boston MA 02114 n/a PC General Support 10104 McLean Hospital 115 Mill Street Belmont MA 02478 n/a PC General Support 1000 Nantucket Antheneum 1 India Street Nantucket MA 02554 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 2500 Nantucket Safe Harbor for Animals PO Box 2844 Nantucket MA 02584 n/a PC General Support 2500 Nathional Cathedral School 3612 Woodley Road Washington DC 20016 n/a PC General Support 250 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 600 Partners in Health 3rd Floor 888 Commonwealth Ave Boston MA 02215 n/a PC General Support 25049 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 30171 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 Cultural Landscape Foundation 1711 Connecticut Ave NW 200 Washington DC 20009 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 New Teacher Project 500 7th Avenue 8th floor New York NY 10018 n/a PC General Support 5000 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 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 27063 Yale Alumni Fund 206 Elm Street New Haven CT 06520 n/a PC General Support 600 Carroll Center for the Blind 770 Centre Street Newton MA 024582530 n/a PC General Support 200 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 Dana Farber Cancer Institute 450 Brookline Avenue BP418 Boston MA 02215 n/a PC General Support 10250 Ellis Early Learning 58 Berkely Street Boston MA 02116 n/a PC General Support 339 Fairwinds 20 Vesper Ln L-1 Nantucket MA 02554 n/a PC General Support 500 Inky Santa's Toy Drive PO Box 2595 Nantucket MA 02584 n/a PC General Support 1000 National Philanthropic Trust 165 Township Line Road Suite 1200 Jenkintown PA 19046 n/a PC General Support 20111 Methuen Baseball 41 Pleasant St Methuen MA 01844 n/a PC General Support 50 Nantucket Historical Association PO Box 1016 Nantucket MA 02554 n/a PC General Support 125 National Brain Tumor Society 55 Chapel Street No 200 Newton MA 02458 n/a PC General Support 250 Polish Center for International Aid Ul Solankowa 3 Warsaw PL n/a NC General Support 985 Summits Education 800 Boylston Street No 300 Boston MA 02199 n/a PC General Support 500 The Bridgespan Group - Day of Service 2 Copley Place No 3700B Boston MA 02116 n/a PC General Support 250 Theatre Workshop of Nantucket PO Box 1297 Nantucket MA 02554 n/a PC General Support 14000 UN Foundation 1750 Pennsylvania Avenue NW Ste 300 Washington DC 20006 n/a PC General Support 10000 Wikimedia Foundation PO Box 98204 Washington DC 200908204 n/a PC General Support 30 Boston Celtics Shamrock Foundation 100 Causeway St 12th Floor Boston MA 02114 n/a PC General Support 2500 387380 0 14 135382 18 235348 0 370730 0 370730 0 0 0 0 0 0 0 0 0 0 X X 1 Christopher Bierly and Margaret Boasberg 199 Otis Street Newton MA 02465 1198759 X 1 240 Shares of FIDELITY 500 INDEX FUND 36415 2022-03-03 1 242 Shares of ISHARES CORE S&P 500 ETF 105921 2022-03-03 1 2136 Shares of ISHARES RUSSELL MID-CAP ETF 162208 2022-03-03 1 120 Shares of ABBVIE INC COM 19427 2022-04-04 1 193 Shares of CONOCOPHILLIPS 19406 2022-04-04 1 102 Shares of DOVER CORP 16109 2022-04-04 1 564 Shares of ISHARES RUSSELL MID-CAP ETF 44421 2022-04-04 1 218 Shares of Marathon Petroleum Corp 18545 2022-04-04 1 63 Shares of MCKESSON CORP 19263 2022-04-04 1 278 Shares of MICROSOFT CORP 87562 2022-04-04 1 108 Shares of MICROSOFT CORP 34017 2022-04-04 1 59 Shares of NUCOR CORPORATION 8822 2022-04-04 1 42 Shares of UNITEDHEALTH GP INC 21421 2022-04-04 1 23 Shares of UNITEDHEALTH GP INC 11730 2022-04-04 1 95 Shares of NESTLE SPON ADR REP REG SHR 11441 2022-07-22 1 583 Shares of AIA GROUP LTD SPON ADR 23495 2022-07-22 1 257 Shares of AIR LIQUIDE ADR 6732 2022-07-22 1 30 Shares of AIR LIQUIDE ADR 786 2022-07-22 1 202 Shares of ALPHABET INC CL A 21795 2022-07-22 1 11 Shares of CHIPOTLE MEXICAN GRILL INC COM 14820 2022-07-22 1 63 Shares of CONSTELLATION BRANDS INC CL A 15270 2022-07-22 1 194 Shares of CVS HEALTH CORP COM 18248 2022-07-22 1 242 Shares of DBS GROUP HOLDINGS LTD SP 21644 2022-07-22 1 113 Shares of GENUINE PARTS CO 16327 2022-07-22 1 67 Shares of HERSHEY COMPANY 14467 2022-07-22 1 1212 Shares of ISHARES RUSSELL MID-CAP ETF 82489 2022-07-22 1 35 Shares of LINDE PLC 9994 2022-07-22 1 29 Shares of LINDE PLC 8281 2022-07-22 1 302 Shares of NEXTERA ENERGY INC 24236 2022-07-22 1 137 Shares of ALLSTATE CORP 17296 2022-10-31 1 1968 Shares of BANCO BILBAO VIZ ARG SA ADS 10135 2022-10-31 1 193 Shares of BRISTOL MYERS SQUIBB CO 14952 2022-10-31 1 1240 Shares of CAIXABANK UNSPON ADR 1327 2022-10-31 1 68 Shares of HCA HEALTHCARE INC 14788 2022-10-31 1 72 Shares of HUBBELL INC 17099 2022-10-31 1 124 Shares of JPMORGAN CHASE & CO 15609 2022-10-31 1 78 Shares of JPMORGAN CHASE & CO 9819 2022-10-31 1 36 Shares of LULULEMON ATHLETICA INC 11845 2022-10-31 1 289 Shares of METLIFE INCORPORATED 21158 2022-10-31 1 278 Shares of SPDR S&P 500 ETF TRUST 107366 2022-10-31 1 163 Shares of TOTALENERGIES SE SPONSORED ADS 8928 2022-10-31 1 3046 Shares of UNICREDIT SPA-ADR 18733 2022-10-31 1 109 Shares of UNITED RENTALS INC 34412 2022-10-31 Form 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid Organization: Bierly Boasberg FoundationTIN: 04-6903459Tax Year Ended: December 31, 2022Form 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: February 17, 20222. Description of property: 801 Shares of ICICI Bank Ltd3. Book value: $6,015.12Method for determining book value: Tax Cost4. Fair market value: $15,795.72Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: February 17, 20222. Description of property: 48 Shares of Zoetis Inc Class-A3. Book value: $4,088.59Method for determining book value: Tax Cost4. Fair market value: $9,267.36Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: April 25, 20222. Description of property: 173 Shares of Marathon Petroleum Corp3. Book value: $4,886.67Method for determining book value: Tax Cost4. Fair market value: $14,576.98Method for determining fair market value: Stock Market Quote Form 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: May 25, 20222. Description of property: 48 Shares of Apple Inc3. Book value: $3,845.64Method for determining book value: Tax Cost4. Fair market value: $6,744.96Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: May 25, 20222. Description of property: 45 Shares of Marathon Petroleum Corp3. Book value: $1,271.10Method for determining book value: Tax Cost4. Fair market value: $4,455.90Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: May 25, 20222. Description of property: 121 Shares of Microsoft Corp 3. Book value: $19,667.35Method for determining book value: Tax Cost4. Fair market value: $31,764.92Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: May 25, 20222. Description of property: 65 Shares of UnitedHealth GP Inc3. Book value: $15,696.99Method for determining book value: Tax Cost4. Fair market value: $32,375.85Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: June 2, 20222. Description of property: 38 Shares of Microsoft Corp3. Book value: $6,176.52Method for determining book value: Tax Cost4. Fair market value: $10,434.04Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: June 24, 20222. Description of property: 95 Shares of Microsoft Corp3. Book value: $15,441.31Method for determining book value: Tax Cost4. Fair market value: $25,431.50Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 5, 20222. Description of property: 535 Shares of Banco Bilbao Viz ARG SA ADS3. Book value: $1,618.08Method for determining book value: Tax Cost4. Fair market value: $3,081.60Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 6, 20222. Description of property: 1,433 Shares of Banco Bilbao Viz ARG SA ADS3. Book value: $4,334.02Method for determining book value: Tax Cost4. Fair market value: $8,254.08Method for determining fair market value: Stock Market Quote Form 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 1, 20222. Description of property: 38 Shares of HCA Healthcare Inc3. Book value: $4,710.58Method for determining book value: Tax Cost4. Fair market value: 9,061.86Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 5, 20222. Description of property: 30 Shares of HCA Healthcare Inc3. Book value: $3,718.88Method for determining book value: Tax Cost4. Fair market value: $7,060.50Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 5, 20222. Description of property: 7 Shares of Lululemon Athletica Inc3. Book value: $1,432.53Method for determining book value: Tax Cost4. Fair market value: $2,667.91Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 6, 20222. Description of property: 5 Shares of Lululemon Athletica Inc3. Book value: $1,023.23Method for determining book value: Tax Cost4. Fair market value: $1,850Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 1, 20222. Description of property: 31 Shares of United Rentals Inc3. Book value: $5,088.35Method for determining book value: Tax Cost4. Fair market value: $11,049.02Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 5, 20222. Description of property: 58 Shares of United Rentals Inc3. Book value: $9,520.14Method for determining book value: Tax Cost4. Fair market value: $20,048.86Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 5, 20222. Description of property: 20 Shares of United Rentals Inc3. Book value: $3,282.81Method for determining book value: Tax Cost4. Fair market value: $6,913.40Method for determining fair market value: Stock Market Q 46 Shares of ADOBE INC (ADBE) 10923 18577 202 Shares of Alphabet Inc CL A (Googl) 15245 17822 42 Shares of HOME DEPOT INC (HD) 7674 13266 64 Shares of MICROSOFT CORP (MSFT) 10403 15348 7268 Shares of ISHARES BARCLAYS 1-3 YR TSY BD (SHY) 628827 589944 2481 Shares of ISHARES CORE S&P 500 ETF (IVV) 814602 953225 14705 Shares of ISHARES MSCI EAFE ETF (EFA) 1168753 965236 5665 Shares of ISHARES MSCI EMERGING MKTS ETF (EEM) 305984 214704 2077 Shares of ISHARES RUSSELL 2000 GRWTH ETF (IWO) 606145 445558 3157 Shares of ISHARES RUSSELL 2000 VALUE ETF (IWN) 503894 437781 5427 Shares of ISHARES RUSSELL MIDCAP G ETF (IWP) 565957 453698 4299 Shares of ISHARES RUSSELL MIDCAP V ETF (IWS) 475553 452857 16332 Shares of ISHARES S&P 500 GRWTH ETF (IVW) 1132393 955423 7320 Shares of ISHARES S&P 500 VAL ETF (IVE) 1047695 1061912 4842 Shares of PIMCO ENHANCED SHRT MTRT EXC (MINT) 489889 477663 738 Shares of SPDR S&P 500 ETF TRUST (SPY) 154144 282233 193 Shares of Bristol Myers Squibb Co (BMY) 9342 13886 1240 Shares of Caixabank Unspon ADR (CAIXY) 793 1619 67 Shares of Hersey Company (HSY) 8667 15515 72 Shares of Hubbell Inc (HUBB) 11193 16897 202 Shares of JPMorgan Chase & CO (JPM) 15593 27088 24 Shares of Lululemon Athletica Inc (LULU) 5039 7689 289 Shares of Metlife Incorporated (MET) 12064 20915 302 Shares of Nextera Energy Inc (NEE) 14312 25247 163 Shares of Totalenergies SE Sponsored ADS (TTE) 5628 10119 3016 Shares of Unicredit SPA-ADR (UNCRY) 11331 21572 3912 Shares of Ishares Russell Mid-Cap ETF (IWR) 146045 263864 1645 Shares of FIDELITY 500 INDEX FUND (FXAIX) AT COST 109847 218982 Bank Fees 72 72 0 Filing Fees 250 0 250 Miscellaneous Expense 312 0 312 Unrealized Gains on Donated Securities 109624 Investment Management Fees 56346 56346 0 Foreign Taxes 2198 2198 0