2021-11-10T07:15:55-06:00 2020-12-31 010523282 Berry Dunn McNeil & Parker LLC PO BOX 1100 Portland ME 041041100 990PF 2020-01-01 046903459 Bierly Boasberg Foundation BIER 6175722532 199 Otis Street Newton MA 02465 Christopher Bierly Trustee 6175722532 2021-11-02 1 Christopher Bierly 999009999 Barbara J McGuan CPA P00219457 2077752387 2021-11-02 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 7474566 X 543227 144442 144442 1814796 7417723 1784656 2502465 1929098 0 0 0 0 0 48261 48261 0 0 1626 1626 0 0 650 45 0 605 50537 49932 0 605 395893 395893 446430 49932 0 396498 2056035 1879166 0 65721 15923 15923 21688 60048 60048 4658969 5226893 5381194 553827 2053376 2017401 5300205 7356240 7474566 0 0 X 0 0 0 0 5300205 7356240 5300205 7356240 5300205 7356240 5300205 2056035 0 7356240 0 7356240 Publicly Traded Securities - Short Term 1367326 1371471 -4145 -4145 Publicly Traded Securities - Long Term 6039034 4261596 1777438 1777438 Publicly Traded Securities - Long Term Capital Gains Distributions 11363 11363 11363 1784656 -4145 26120 0 26120 0 26120 2839 0 32000 0 34839 101 8618 8618 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 NONE 0 0 6895440 83881 0 6979321 0 0 6979321 104690 6874631 343732 343732 26120 26120 317612 0 317612 0 317612 396498 0 396498 0 396498 317612 0 0 67044 60517 44511 6644 178716 396498 0 0 0 317612 78886 0 0 257602 0 0 0 0 0 0 67044 190558 60517 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 No Relationship PC General Donation 5000 ASPCA 293 2nd Ave Waltham MA 02451 No Relationship PC General Donation 2500 Bain Capital Children's Charity John Hancock Tower 200 Clarendon Street Boston MA 021165021 No Relationship PC General Donation 15000 Beyond Batten Disease Foundation 3305 Steck Ave Suite 200 Austin TX 78757 No Relationship PC General Donation 1500 Boston Children's Hospital 1295 Boylston Street Boston MA 02215 No Relationship PC General Donation 5000 Boston Foundation Inc 75 Arlington Street 300 Boston MA 02116 No Relationship PC General Donation 15000 Boys & Girls Club of Boston 200 High Street 3rd Floor Boston MA 02110 No Relationship PC General Donation 16000 Break Point Tenacity 38 Everett Street Suite 50 Boston MA 02134 No Relationship PC General Donation 1000 Brigham & Women's Hospital 75 Francis Street Boston MA 02115 No Relationship PC General Donation 10000 Brown University 69 Brown Street Box 1822 Providence RI 02912 No Relationship PC General Donation 15000 Buckingham Browne & Nichols Upper School 80 Gerrys Landing Road Cambridge MA 02138 No Relationship PC General Donation 1000 Camp Holiday Trails 400 Holiday Trails Lane Charlottesville VA 22903 No Relationship PC General Donation 10000 City of Boston 1 City Hall Square 500 Boston MA 02201 No Relationship Municipality General Donation 5000 Comfort Zone Camp 5 Lowell Ave Winchester MA 01890 No Relationship PC General Donation 1200 Community Foundation for Nantucket 9 Bayberry Court Nantucket MA 02554 No Relationship PC General Donation 10000 Constitution Day Centre 55 Constitution Road Charlestown MA 02129 No Relationship PC General Donation 2500 Courageous Parents Network 21 Rochester Road Newton MA 02458 No Relationship PC General Donation 500 Cradles to Crayons 155 North Beacon Street Brighton MA 02135 No Relationship PC General Donation 10000 Cycle for Survival 885 Second Ave 7th Floor New York NY 10017 No Relationship PC General Donation 250 Dian Fossey Gorilla Fund 800 Cherokee Ave SE Atlanta GA 30315 No Relationship PC General Donation 10000 DKMS 100 Broadway 6th Floor New York NY 10005 No Relationship PC General Donation 500 Doctors Without Borders 333 7th Avenue New York NY 10001 No Relationship PC General Donation 10000 Emergency Food Network 3318 92nd Street S Lakewood WA 98499 No Relationship PC General Donation 5000 Endeavor Global 900 Broadway New York NY 10003 No Relationship PC General Donation 6000 Ethos - Southwest Boston 555 Amory Street Jamaica Plain MA 02130 No Relationship PC General Donation 1000 Fairwinds - Nantucket's Counseling Center 20 Vesper Lane Nantucket MA 02554 No Relationship PC General Donation 500 Gray Foundation 70 E 55th St 14th Floor New York NY 10022 No Relationship PC General Donation 1500 Italian Home for Children Donations 1125 Centre Street Jamaica Plain MA 02130 No Relationship PC General Donation 1552 JDRF 60 Walnut Street 102 Wellesley MA 02481 No Relationship PC General Donation 100 Jimmy Fund Walk for Cancer 450 Brookline Ave Boston MA 02215 No Relationship PC General Donation 850 KIVA 986 Mission St 4th Floor San Francisco CA 94103 No Relationship PC General Donation 39 Mass General Hospital 55 Fruit Street Boston MA 02114 No Relationship PC General Donation 50000 McLean Hospital 115 Mill Street Belmont MA 02478 No Relationship PC General Donation 1000 Michael Mosier Defeat DIPG Foundation PO Box 34277 Bethesda MD 20827 No Relationship PC General Donation 3050 Nantucket Antheneum 1 India Street Nantucket MA 02554 No Relationship PC General Donation 250 Nantucket Conservation Foundation 118 Cliff Road Nantucket MA 02554 No Relationship PC General Donation 1000 Nantucket Cottage Hospital 57 Prospect St Unit 1 Nantucket MA 02554 No Relationship PC General Donation 5000 Nantucket Dreamland Foundation 17 South Water Street Nantucket MA 02554 No Relationship PC General Donation 1000 Nantucket Island Safe Harbor for Animals 11 Crooked Lane Nantucket RI 02554 No Relationship PC General Donation 2500 National Brain Tumor Society 55 Chapel Street Newton MA 02458 No Relationship PC General Donation 258 National Cathedral School 3612 Woodley Road Washington DC 20016 No Relationship PC General Donation 250 New England Aquarium 1 Central Warf Boston MA 02110 No Relationship PC General Donation 500 Newton-Wellesley Charity Fund 2014 Washington Street Newton MA 02462 No Relationship PC General Donation 2500 NSW Wildlife John Renshaw Pkwy Coonabarabran NSW AS No Relationship PC General Donation 449 On the Isle PO Box 756 Nantucket MA 25564 No Relationship PC General Donation 300 Pan Mass Challenge 77 4th Ave Needham MA 02494 No Relationship PC General Donation 602 Partners in Health 3rd Floor 888 Commonwealth Ave Boston MA 02215 No Relationship PC General Donation 25000 Project Bread - Walk for Hunger 145 Border Street Boston MA 02128 No Relationship PC General Donation 1000 Rhode Island Community Food Bank 200 Niantic Ave Providence RI 02907 No Relationship PC General Donation 158 Save the Children 501 Kings Highway E 400 Fairfield CT 06825 No Relationship PC General Donation 29858 Smart from the Start 68 Annunciation Rd Boston MA 02120 No Relationship PC General Donation 155 St Judes Research Hospital 262 Danny Thomas Place Memphis TN 38105 No Relationship PC General Donation 1600 The Actors Fund 729 7Th Ave 10th Floor New York NY 10019 No Relationship PC General Donation 2500 The Greater Boston Food Bank 70 South Bay Ave Boston MA 02118 No Relationship PC General Donation 11000 The New Teacher Project 500 7th Avenue 8th floor New York NY 10018 No Relationship PC General Donation 5000 Theatre Workshop of Nantucket 62 Centre Street Nantucket RI 02554 No Relationship PC General Donation 500 University of Virginia Fund for the Arts 1300 Jefferson Park Ave Charlottesville VA 22903 No Relationship PC General Donation 2500 University of Virginia 1300 Jefferson Park Ave Charlottesville VA 22903 No Relationship PC General Donation 5000 Voter Registration Project 1300 I Street NW NO 450E Washington DC 20005 No Relationship PC General Donation 49781 WBUR 890 Commonwealth Ave Boston MA 02215 No Relationship PC General Donation 1000 White Heron Theatre Company 5 N Water Street Nantucket MA 02554 No Relationship PC General Donation 28091 Yale Alumni Fund 206 Elm Street New Haven CT 06520 No Relationship PC General Donation 600 395893 0 14 144442 18 1784656 0 1929098 0 1929098 0 0 0 0 0 0 0 0 0 0 X X 1 Christopher Bierly and Margaret Boasberg 199 Otis Street Newton MA 02465 256041 X 2 Christopher Bierly and Margaret Boasberg 199 Otis Street Newton MA 02465 251208 X 3 Christopher Bierly and Margaret Boasberg 199 Otis Street Newton MA 02465 247936 X 4 Christopher Bierly and Margaret Boasberg 199 Otis Street Newton MA 02465 243036 X 1 Shares of Adobe, Alphabet, Applem Fiserv, JPMorgan, Loreal, Mastercard, Microsoft, Sherwin Williams 256041 2020-02-10 2 900 Shares of iShares Core S&P 500ETF 251208 2020-04-09 3 745 Shares of SPDR S&P 500 ETF Trust 247936 2020-08-11 4 696 Shares of iShares Core S&P 500ETF 243036 2020-10-14 Form 990-PF, Part I, Line 25, Column (a)Contributions, gifts, grants paid Organization: Bierly Boasberg FoundationTIN: 04-6903459Tax Year Ended: December 31, 20201. Date of distribution: February 21, 20202. Description of property: 429 Shares of Fidelity 500 Index Fund3. Book value: $19,642Method for determining book value: Tax Cost4. Fair market value: $49,781Method for determining fair market value: Stock Market Quote 7492 Shs ISHARES 3-7 YR TREASURY BD ETF (IEI) 1000026 996286 11558 Shs ISHARES BARCLAYS 1-3 YR TSY BD (SHY) 999998 998380 696 Shs ISHARES CORE S&P 500 ETF (IW) 127623 261271 9323 Shs PIMCO ENHANCED SHRT MTRT EXC (MINT) 941317 951319 44114 Shs SPDR DOUBLELINE TR TACT ETF (TOTL) 2157929 2173938 90505.022 Shs METROPOLITAN WEST TOT RET BD I (MWTIX) AT COST 1050530 1011846 99559.925 Shs PUTNAM ULTRA SHT DUR INC Y (PSDYX) AT COST 1002846 1005555 Bank Fees 45 45 0 0 Filing Fees 500 0 0 500 Miscellaneous Expense 105 0 0 105 Investment Management Fees 48261 48261 0 0 Foreign Taxes 1626 1626 0 0