2022-11-11T14:05:54-06:00 2021-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990PF 2021-01-01 046903459 Bierly Boasberg Foundation BIER 6175722532 199 Otis Street Newton MA 02465 Christopher Bierly Trustee 6175722532 2022-11-11 1 Christopher Bierly 999009999 Barbara J McGuan CPA P00219457 2077752387 2022-11-11 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 8860110 X 553363 120928 120928 97605 6259094 97605 771896 218533 0 0 0 0 0 53854 53854 0 0 32770 770 0 0 342 60 0 282 86966 54684 0 282 381645 381645 468611 54684 0 381927 303285 163849 0 15923 30258 30258 60048 83763 83763 5226893 7567896 8513814 2053376 98750 232275 7356240 7780667 8860110 0 0 X 0 0 0 0 7356240 7780667 7356240 7780667 7356240 7780667 7356240 303285 121142 7780667 0 7780667 Publicly Traded Securities - LT 3359747 3195208 164539 164539 Publicly Traded Securities - ST 2899322 2966281 -66959 -66959 Capital Gains Dividends P 25 25 25 97605 -66959 2278 0 2278 0 2278 8618 0 0 0 8618 0 6340 6340 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 53854 0 0 7811176 227297 0 8038473 0 0 8038473 120577 7917896 395895 395895 2278 2278 393617 0 393617 0 393617 381927 0 381927 393617 0 0 60517 44511 6644 78886 190558 381927 0 0 0 381927 0 11690 11690 178868 0 0 0 0 0 0 48827 130041 44511 6644 78886 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 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 605 Partners in Health 3rd Floor 888 Commonwealth Ave Boston MA 02215 n/a PC General Support 24748 Pine Street Inn 444 Harrison Avenue Boston MA 02118 n/a PC General Support 500 Project Bread - Walk for Hunger 145 Border Street Boston MA 02128 n/a PC General Support 500 Project Broadway 322 West 52nd Street 654 New York NY 10101 n/a PC General Support 500 Nantucket Conservation Foundation 118 Cliff Road Nantucket MA 02554 n/a PC General Support 2500 Save the Children 501 Kings Highway E 400 Fairfield CT 06825 n/a PC General Support 30568 St Judes Research Hospital 262 Danny Thomas Place Memphis TN 38105 n/a PC General Support 1050 Stanford GSB 655 Knight Way Stanford CA 94305 n/a PC General Support 1000 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 5000 The Humane Society 1255 23rd Street NW Suite 450 Washington District of Colum AS 20037 n/a PC General Support 2300 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 58153 SquashBusters 795 Columbus Avenue Roxbury Crossing MA 02120 n/a PC General Support 103 Yale Alumni Fund 206 Elm Street New Haven CT 06520 n/a PC General Support 600 Nantucket Antheneum 1 India Street Nantucket MA 02554 n/a PC General Support 250 McLean Hospital 115 Mill Street Belmont MA 02478 n/a PC General Support 1000 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 15211 Buckingham Browne & Nichols Upper School 80 Gerrys Landing Road Cambridge MA 02138 n/a PC General Support 75551 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 9896 Brown University 69 Brown Street Box 1822 Providence RI 02912 n/a PC General Support 15000 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 Michael Mosier Defeat DIPG Foundation PO Box 34277 Bethesda MD 20827 n/a PC General Support 5000 Courageous Parents Network 21 Rochester Road Newton MA 02458 n/a PC General Support 500 Dian Fossey Gorilla Fund 800 Cherokee Ave SE Atlanta GA 30315 n/a PC General Support 25118 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 7396 Family Access of Newton 492 Waltham Street Newton MA 02465 n/a PC General Support 500 Foundation Fighting Blindness 7168 Columbia Gateway Drive Suite 100 Columbia MD 21046 n/a PC General Support 200 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 Jimmy Fund Walk for Cancer 450 Brookline Ave Boston MA 02215 n/a PC General Support 10900 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 9896 Cradles to Crayons 155 North Beacon Street Brighton MA 02135 n/a PC General Support 5000 President and Fellows of Harvard College 1033 Massachusetts Avenue 3rd Fl Cambridge MA 02138 n/a PC General Support 250 381645 0 14 120928 18 97605 0 218533 0 218533 0 0 0 0 0 0 0 0 0 0 X X 1 Christopher Bierly and Margaret Boasberg 199 Otis Street Newton MA 02465 1295667 X 1 493 Shares of ATLAS COPCO AS A ADR A NEW 28091 2021-02-11 1 326 Shares of LONZA GROUP AG ZUERICH ADR 22103 2021-02-11 1 34 Shares of NVIDIA CORPORATION 20741 2021-02-11 1 82 Shares of PAYPAL HLDGS INC COM 23372 2021-02-11 1 37 Shares of SALESFORCE.COM,INC. 8926 2021-02-11 1 89 Shares of SVB FNCL GRP 44535 2021-02-11 1 240 Shares of TAIWAN SMCNDCTR MFG CO LTD A 33398 2021-02-11 1 705 Shares of TENCENT HLDGS LTD UNSPON ADR 69576 2021-02-11 1 100 Shares of YANDEX N.V. A 7292 2021-02-11 1 21 Shares of AMAZON COM INC 71388 2021-04-16 1 361 Shares of APPLE INC 48432 2021-04-16 1 74 Shares of CANADIAN NATL RAILWAY CO 8789 2021-04-16 1 312 Shares of COMCAST CORP (NEW) CLASS A 17194 2021-04-16 1 677 Shares of EPIROC AKTIEBOLAG ADR 16688 2021-04-16 1 78 Shares of ESTEE LAUDER CO INC CL A 24359 2021-04-16 1 1027 Shares of INFINEON TECHNOLOGIES AG 43740 2021-04-16 1 152 Shares of NIKE INC B 20415 2021-04-16 1 406 Shares of SYMRISE AG UNSPONS ADR 13272 2021-04-16 1 454 Shares of TAIWAN SMCNDCTR MFG CO LTD A 53953 2021-04-16 1 1405 Shares of FIDELITY 500 INDEX FUND 215808 2021-08-03 1 29 Shares of ISHARES CORE S&P 500 ETF 12848 2021-08-03 1 460 Shares of SPDR S&P 500 ETF TRUST 199957 2021-10-11 1 46 Shares of ADOBE INC 28284 2021-12-14 1 1074 Shares of ADYEN N V UNSPONSRED ADR 27860 2021-12-14 1 345 Shares of ALFA LAVAL AB-UNSPONS ADR 13072 2021-12-14 1 224 Shares of ARCELORMITTAL CL A NY REGIST 7002 2021-12-14 1 24 Shares of ATLASSIAN CORP PLC CL A 8442 2021-12-14 1 940 Shares of COMPAGNIE FIN RICHEMONTAG AD 13837 2021-12-14 1 435 Shares of DASSAULT SYSTEMS SA ADS 25287 2021-12-14 1 42 Shares of HOME DEPOT INC 16892 2021-12-14 1 801 Shares of ICICI BANK LTD 15748 2021-12-14 1 455 Shares of ING GROEP NV ADR 6202 2021-12-14 1 23 Shares of INTUIT INC 14708 2021-12-14 1 125 Shares of MICROSOFT CORP 41043 2021-12-14 1 24 Shares of MOODYS CORP 9407 2021-12-14 1 18 Shares of MSCI INC COM 10639 2021-12-14 1 82 Shares of SIMON PPTY GROUP INC 12376 2021-12-14 1 123 Shares of SONOVA HLDG AG UNSP ADR 8865 2021-12-14 1 224 Shares of SYSMEX CORP UNSPON ADR 14477 2021-12-14 1 73 Shares of ZOETIS INC CLASS-A 16649 2021-12-14 Form 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid Organization: Bierly Boasberg FoundationTIN: 04-6903459Tax Year Ended: December 31, 2021Form 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: June 28, 20212. Description of property: 21 Shares of AMZN3. Book value: $28,439Method for determining book value: Tax Cost4. Fair market value: $72,321.69Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: June 28, 20212. Description of property: 27 Shares of TSM3. Book value: $990Method for determining book value: Tax Cost4. Fair market value: $3,229Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: June 28, 20212. Description of property: 210 Shares of TSM3. Book value: $7,688Method for determining book value: Tax Cost4. Fair market value: $25,118Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: July 23, 20212. Description of property: 102 Shares of AAPL3. Book value: $5,550Method for determining book value: Tax Cost4. Fair market value: $15,153Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: September 2, 20212. Description of property: 99 Shares of AAPL3. Book value: $5,387Method for determining book value: Tax Cost4. Fair market value: $15,211Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 13, 20212. Description of property: 85 Shares of TSM3. Book value: $4,763Method for determining book value: Tax Cost4. Fair market value: $9,896Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 13, 20212. Description of property: 85 Shares of TSM3. Book value: $4,763Method for determining book value: Tax Cost4. Fair market value: $9,896Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 16, 20212. Description of property: 769 Shares of ADYEY3. Book value: $6,337Method for determining book value: Tax Cost4. Fair market value: $19,748Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 16, 20212. Description of property: 288 Shares of ADYEY3. Book value: $3,479Method for determining book value: Tax Cost4. Fair market value: $7,396Method for determining fair market value: Stock Market QuoteForm 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid1. Date of distribution: December 10, 20212. Description of property: 112 Shares of AAPL3. Book value: $8,151Method for determining book value: Tax Cost4. Fair market value: $20,098Method for determining fair market value: Stock Market Quote 46 Shares of ADOBE INC (ADBE) 12851 26085 17 Shares of ADYEN N V UNSPONSRED ADR (ADYEY) 288 447 345 Shares of ALFA LAVAL AB-UNSPONS ADR (ALFVY) 5503 13914 48 Shares of APPLE INC (AAPL) 3846 8523 224 Shares of ARCELORMITTAL CL A NY REGISTRY (MT) 2808 7130 24 Shares of ATLASSIAN CORP PLC CL A (TEAM) 3336 9151 940 Shares of COMPAGNIE FIN RICHEMONTAG ADR (CFRUY) 5578 14053 435 Shares of DASSAULT SYSTEMS SA ADS (DASTY) 11916 25961 42 Shares of HOME DEPOT INC (HD) 7674 17430 801 Shares of ICICI BANK LTD (IBN) 6015 15852 455 Shares of ING GROEP NV ADR (ING) 2559 6334 23 Shares of INTUIT INC (INTU) 5374 14794 125 Shares of MICROSOFT CORP (MSFT) 19887 42040 24 Shares of MOODYS CORP (MCO) 3562 9374 18 Shares of MSCI INC COM (MSCI) 4845 11028 82 Shares of SIMON PPTY GROUP INC (SPG) 5470 13101 123 Shares of SONOVA HLDG AG UNSP ADR (SONVY) 3489 9658 224 Shares of SYSMEX CORP UNSPON ADR (SSMXY) 5620 15180 287 Shares of TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) 16082 34529 705 Shares of TENCENT HLDGS LTD UNSPON ADR (TCEHY) 25684 41102 73 Shares of ZOETIS INC CLASS-A (ZTS) 6243 17814 7268 Shares of ISHARES BARCLAYS 1-3 YR TSY BD (SHY) 628827 621705 2239 Shares of ISHARES CORE S&P 500 ETF (IVV) 767208 1067981 14442 Shares of ISHARES MSCI EAFE ETF (EFA) 1148815 1136297 5665 Shares of ISHARES MSCI EMERGING MKTS ETF (EEM) 305984 276735 1747 Shares of ISHARES RUSSELL 2000 GRWTH ETF (IWO) 526379 511958 3157 Shares of ISHARES RUSSELL 2000 VALUE ETF (IWN) 503894 524220 4557 Shares of ISHARES RUSSELL MIDCAP G ETF (IWP) 486289 525058 4299 Shares of ISHARES RUSSELL MIDCAP V ETF (IWS) 475553 526112 13308 Shares of ISHARES S&P 500 GRWTH ETF (IVW) 932499 1113480 7320 Shares of ISHARES S&P 500 VAL ETF (IVE) 1047695 1146532 4842 Shares of PIMCO ENHANCED SHRT MTRT EXC (MINT) 489889 491754 460 Shares of SPDR S&P 500 ETF TRUST (SPY) 96234 218482 1405 Shares of FIDELITY 500 INDEX FUND (FXAIX) AT COST 98750 232275 Bank Fees 60 60 0 0 Filing Fees 250 0 0 250 Miscellaneous Expense 32 0 0 32 Unrealized Gains on Donated Securities 121142 Investment Management Fees 53854 53854 0 0 Foreign Taxes 770 770 0 0 Federal Excise Taxes 32000 0 0 0