2025-09-05T02:52:58-05:00 2024-10-31 861065772 DELOITTE TAX LLP 115 FEDERAL STREET SUITE 15 BOSTON MA 02110 990PF 2023-11-01 042607232 THE NANCY LURIE MARKS FAMILY FOUNDATION NANC 6174821776 60 WILLIAM STREET SUITE 110 WELLESLEY MA 02481 RICHARD B DENNING TRUSTEE 6174821776 2025-08-23 1 0 DIANA COHEN P00188391 6174372266 2023 2025-03-06 01:10:19Z X 154291586 X X 919711 908165 1171502 1170879 1645912 3521507 1631968 6234967 6336460 9972092 10047472 754333 0 754333 395633 0 395633 217625 0 217625 165173 0 165173 61026 30513 30513 1949440 1840126 0 105060 104550 510 13186 0 185408 0 185408 291418 0 291418 4138302 1975189 2040613 5163976 5163976 9302278 1975189 7204589 669814 8072283 2145731 1012608 1012608 117276686 119561380 153277731 913956 912709 1392 1247 1247 119423809 120575235 154291586 0 0 X 119423809 120575235 0 0 0 0 119423809 120575235 119423809 120575235 119423809 669814 481612 120575235 0 120575235 ABRAMS CAPITAL PARTNERS II, L.P. P 2541 5815 -3274 -3274 ADAGE CAPITAL PARTNERS, L.P. P 5955 -5955 -5955 ADDITION TWO LP P 14349 -14349 -14349 BAUPOST VALUE PARTNERS, L.P. - I P 37108 37108 37108 BRAZOS EQUITY FUND III, LP P 11740 11740 11740 BRIGHTSTAR CAPITAL PARTNERS FUND II-A LP P 66207 66207 66207 BROOKSIDE CAPITAL PARTNERS FUND, L.P. P 50137 -50137 -50137 CA RESOURCES FUND (U.S. TAX-EXEMPT) L.P. - SERIES BAIN EUROPE III P 17690 -17690 -17690 CA RESOURCES FUND (U.S. TAX-EXEMPT), L.P. - SERIES BAIN X P 97 -97 -97 CB OFFSHORE EQUITY FUND VIII, LP P 11667 -11667 -11667 CB OFFSHORE EQUITY FUND IX LP P 87107 87107 87107 CB OP FEEDER III, LP P 28377 28377 28377 CHARLES RIVER INSTITUTIONAL FUND III, LP P 8466 8466 8466 CHESTNUT HILL VENTURES, LLC P 41 41 41 COLUMBIA CAPITAL EQUITY PARTNERS VIII-B P 722 -722 -722 DCVC VI LP P 945 945 945 DRIVE CAPITAL FUND III TE P 89722 89722 89722 ELEPHANT PARTNERS I LP P 848003 848003 848003 ELEPHANT PARTNERS II-B LP P 61643 61643 61643 FIKA VENTURES II P 15415 15415 15415 FORTRESS CREDIT OPPORTUNITIES FUND V (A) LP P 464 -464 -464 FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (A) LP P 7520 -7520 -7520 HILLHOUSE FUND IV LP P 46673 46673 46673 HOLDCO OPPORTUNITIES FUND L.P. P 441355 -441355 -441355 HOF III LIQUIDATING PARTNERSHIP LP P 2036 2036 2036 IR&M CORE BOND FUND P 514365 -514365 -514365 INTERNATIONAL RESEARCH EQUITY EXTENDED FUND P 9660 -9660 -9660 KLAR PARTNERS II P 11 11 11 LL MORTGAGE FUND LP P 3374 3374 3374 MARCUS CAPITAL PARTNERS FUND II LP P 81896 81896 81896 OAKTREE VALUE EQUITY FUND (DELAWARE), L.P. P 1997 -1997 -1997 QIMING US HEALTHCARE FUND II LP P 28641 -28641 -28641 QIMING VENTURE PARTNERS FUND V LP P 1230 1230 1230 QIMING VENTURE PARTNERS VI LP P 6456 6456 6456 QIMING VENTURE PARTNERS VII LP P 4707 -4707 -4707 REGENT OPPORTUNITY FUND IV, LLC P 1707 1253 454 454 REGIMENT CAPITAL SPECIAL SITUATIONS FUND V, L.P. P 291109 -291109 -291109 REVELATION HEALTHCARE FUND II LP P 59585 59585 59585 REVELATION HEALTHCARE FUND III LP P 3804 -3804 -3804 RIVA CAPITAL PARTNERS IV LP P 12261 -12261 -12261 THE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY TRUST P 109287 -109287 -109287 SILVER LAKE PARTNERS III CAYMAN (AIV III), L.P. P 279 279 279 SIXTH STREET OPPORTUNITIES PARTNERS II (B), L.P. P 778 778 778 SL SPV-1 FEEDER I L.P P 837 837 837 SL SPV-2 LP P 56903 56903 56903 SLP III EW FEEDER I, LP P 203 203 203 SUMMIT PARTNERS PRIVATE EQUITY FUND VII-B, L.P. P 5406 5406 5406 TCG 2.0 - B P 71226 71226 71226 TELEGRAPH HILL PARTNERS III, L.P. P 55623 55623 55623 TINICUM TAX EXEMPT LP P 223314 223314 223314 UNDERSCORE VC FUND II LP P 2991 -2991 -2991 US RESEARCH EQUITY EXTENDED FUND, L.P. P 455210 455210 455210 VENROCK ASSOCIATES V, L.P. P 5474 5474 5474 XFUND 2, LP - CLASS A P 4697 4697 4697 XFUND 2, LP - CLASS B P 8474 8474 8474 YORKTOWN ENERGY PARTNERS XI LP P 14142 14142 14142 CHESTNUT HEDGEFUND P 602376 10006 592370 592370 GOULSTON & STORRS P 246824 -246824 -246824 ADDITION ONE, L.P. P 35328 35328 35328 ADDITION THREE, L.P. P 179 179 179 ADDITION FOUR, L.P. P 170 170 170 BERKSHIRE FUND IX-A (IND), L.P. 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P 12102 -12102 -12102 HILDENE OPPORTUNITIES OFFSHORE FUND LTD CLASS F P 32359 32359 32359 RA CAPITAL NEXUS INTERNATIONAL FUND II LP P 196966 196966 196966 CB OP AGGREGATOR II-B, LP P 10 10 10 CB OP FEEDER I, LP P 64 64 64 CB OP FEEDER II LP P 91 91 91 CB OP FEEDER V, LP P 85 85 85 CB OP FEEDER V-B, LP P 7 7 7 CB OP FEEDER VI, LP P 47 47 47 CB OP FEEDER VII, LP P 24 24 24 ADDITION THREE (AIV) FEEDER, L.P. P 458 458 458 DOVER STREET VII CAYMAN FUND LP P 8320 8320 8320 ENERGY CAPITAL PARTNERS II-B, LP P 323 323 323 BERKSHIRE FUND IX-A IND VP AIV, L.P. P 244 244 244 GOF FEEDER A LP (GLENDON OPPORTUNITIES FUND LP) P 67520 67520 67520 BAUPOST VALUE PARTNERS, L.P. - I P 2756 2756 YORKTOWN ENERGY PARTNERS XI LP P 8110 8110 SILVER LAKE PARTNERS III DE (AIV II), L.P. P 29673 -29673 -29673 1631968 112205 0 112205 0 112205 428725 0 0 0 428725 X 0 316520 316520 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MA 1 0 0 0 0 1 WWW.NLMFOUNDATION.ORG GOULSTON STORRS 6174821776 ONE POST OFFICE SQUARE BOSTON MA 02109 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CATHY J LURIE C/O GOULSTON STORRS ONE POST OFFICE SQUARE BOSTON MA 02109 TRUSTEE 1.00 0 0 0 JEFFREY R LURIE C/O GOULSTON STORRS ONE POST OFFICE SQUARE BOSTON MA 02109 TRUSTEE 1.00 0 0 0 MICHELLE M PORTER C/O GOULSTON STORRS ONE POST OFFICE SQUARE BOSTON MA 02109 TRUSTEE 1.00 0 0 0 HARVEY E CUSHING C/O GOULSTON STORRS ONE POST OFFICE SQUARE BOSTON MA 02109 TRUSTEE 20.00 154500 0 0 NANCY L MARKS C/O GOULSTON STORRS ONE POST OFFICE SQUARE BOSTON MA 02109 TRUSTEE 1.00 0 0 0 RICHARD B DENNING C/O NLM FOUNDATION 60 WILLIAM ST WELLESLEY MA 02481 TRUSTEE 20.00 169133 5849 0 CLARENCE SCHUTT C/O NLM FOUNDATION 60 WILLIAM ST WELLESLEY MA 02481 DIRECTOR 40.00 430700 20697 0 JUDITH CHAN C/O NLM FOUNDATION 60 WILLIAM ST WELLESLEY MA 02481 DIRECTOR OF COMMUNIC 40.00 133500 54530 0 ELEONORA SILAYEVA C/O NLM FOUNDATION 60 WILLIAM ST WELLESLEY MA 02481 EXECUTIVE ASSOCIATE 40.00 128633 31227 0 ELIZABETH ZWICK C/O NLM FOUNDATION 60 WILLIAM ST WELLESLEY MA 02481 DIRECTOR OF COMMUNIT 40.00 133500 25124 0 0 CAMBRIDGE ASSOCIATES LLC 115 FEDERAL ST SUITE 2600 BOSTON MA 02110 INVESTMENT ADVISORY FEES 231390 GOULSTON & STORRS PC ONE POST OFFICE SQUARE BOSTON MA 02109 CUSTODIAL & LEGAL FEES 165173 GAMP COMPUTERS C/O NLM FOUNDATION 60 WILLIAM ST WELLESLEY MA 02481 CONSULTING 79140 KENNETH M FARBER C/O NLM FOUNDATION 60 WILLIAM ST WELLESLEY MA 02481 CONSULTING 71578 DELOITTE TAX LLP 115 FEDERAL STREET SUITE 15 BOSTON MA 02110 ACCOUNTING FEES 61026 0 NOT APPLICABLE 0 NONE 0 0 148707267 2168436 0 150875703 0 0 150875703 2263136 148612567 7430628 7430628 112205 1103 113308 7317320 0 7317320 0 7317320 7204589 0 13041 7217630 7317320 2935644 0 0 7217630 2935644 0 0 4281986 0 0 0 0 0 0 0 0 3035334 0 0 0 NANCY L MARKS X 3L PLACE 212 HOLLAND STREET SOMERVILLE MA 021441975 NONE PC PUBLIC WELFARE 25000 ADVOCATES 1881 WORCHESTER ROAD FRAMINGHAM MA 01701 NONE PC PUBLIC WELFARE 25000 ALZHEIMER'S ASSOCIATION PO BOX 96011 WASHINGTON DC 200906011 NONE PC MEDICAL RESEARCH 100 BERKLEE INSTITUTE FOR ACCESSIBLE ARTS EDUCATION 1140 BOYLSTON STREET MS-22 MUED BOSTON MA 02215 NONE PC EDUCATION 10000 BETH ISRAEL DEACONESS MEDICAL CENTER 3 BLACKFAN CIRCLE BOSTON MA 02115 NONE PC MEDICAL RESEARCH 353500 BOSTON COMMUNITY PEDIATRICS 527 ALBANY STREET SUITE 200 BOSTON MA 02118 NONE PC MEDICAL RESEARCH 15000 BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM 780 ALBANY ST BOSTON MA 02118 NONE PC PUBLIC WELFARE 10000 BOSTON MEDICAL CENTER 960 MASSACHUSETTS AVENUE BOSTON MA 02118 NONE PC MEDICAL RESEARCH 51846 BOSTON SYMPHONY ORCHESTRA BOSTON SYMPHONY ORCHESTRA SYMPHONY HALL BOSTON MA 02115 NONE PC PUBLIC WELFARE 60000 COLD SPRING HARBOR 1 BUNGTOWN ROAD COLD SPRING HARBOR NEW YORK NY 11724 NONE PC PUBLIC WELFARE 50000 DANA FARBER CANCER INSITUTE 10 BROOKLINE PLACE WEST BROOKLINE MA 02445 NONE PC MEDICAL RESEARCH 93708 DOCTORS WITHOUT BORDERS PO BOX 5022 HAGERSTOWN MA 21741 NONE PC MEDICAL RESEARCH 100 FAITH INCLUSION NETWORK P O BOX 6123 NORFOLK NORFOLK VA 23508 NONE PC PUBLIC WELFARE 3000 FRAXA RESEARCH FOUNDATION INC 46 LOVELL ROAD WATERTOWN MA 02472 NONE PC MEDICAL RESEARCH 25000 HABITAT FOR HUMANITY 322 W LAMAR ST AMERICUS GEORGIA GA 317099906 NONE PC PUBLIC WELFARE 100 HEBREW SENIOR LIFE 1200 CENTRE STREET BOSTON MA 02131 NONE PC PUBLIC WELFARE 10000 HOSPICE FOUNDATION OF AMERICA 1707 L STREET NW SUITE 220 WASHINGTON DC 20036 NONE PC MEDICAL RESEARCH 24741 INSAR 400 ADMIRAL BLVD KANSAS CITY MO 64106 NONE PC MEDICAL RESEARCH 5000 LURIE FAMILY AUTISM CENTER CLINICAL PROGRAM FUND 1 MAGUIRE ROAD LEXINGTON MA 02421 NONE PC MEDICAL RESEARCH 1000000 MAINE MEDICAL CENTER 1 RIVERFRONT PLAZA WESTBROOK WESTBROOK ME 04092 NONE PC MEDICAL RESEARCH 394809 MASSACHUSETTS ADVOCATES FOR CHILDREN 25 KINGSTON ST 2F BOSTON MA 02111 NONE PC PUBLIC WELFARE 160000 MASSACHUSETTS EYE AND EAR INFIRMARY BANK OF AMERICA NA PO BOX 412356 BOSTON MA 02241 NONE PC MEDICAL RESEARCH 549284 MASSACHUSETTS GENERAL HOSPITAL MGH DEVELOPMENT OFFICE 125 NASHUA STREET SUITE 540 BOSTON MA 02114 NONE PC MEDICAL RESEARCH 1366666 MERWIN MEMORIAL FREE CLINIC FOR ANIMALS INC 542 CAMBRIDGE ST ALLSTON MA 02134 NONE PC PUBLIC WELFARE 200 MSCPA 350 SOUTH HUNTINGTON AVENUE BOSTON MA 02130 NONE PC PUBLIC WELFARE 105 NEW ENGLAND YACHAD 384 HARVARD ST BROOKLINE MA 02446 NONE PC PUBLIC WELFARE 25000 NEWTON-WELLESLEY HOSPITAL 2014 WASHINGTON STREET NEWTON MA 02462 NONE PC MEDICAL RESEARCH 150 PAN MASSACHUSETTS CHALLENGE INC - DANA FARBER 77 4TH STREET NEEDHAM MA 02494 NONE PC MEDICAL RESEARCH 500 PARTNERS IN HEALTH PO BOX 996 FREDERICK MD 217059942 NONE PC MEDICAL RESEARCH 100 PRESIDENT AND FELLOWS OF HARVARD COLLEGE PO BOX 415649 BOSTON MA 02241 NONE PC EDUCATION 478542 PROJECT BREAD 145 BORDER STREET EAST BOSTON MA 021281903 NONE PC PUBLIC WELFARE 200 RUTGERS UNIVERSITY 33 KNIGHTSBRIDGE ROAD 2ND FLOOR EAST PISCATAWAY NJ 08854 NONE PC EDUCATION 250000 SAVE THE CHILDREN PO BOX 97132 WASHINGTON DC 200777138 NONE PC PUBLIC WELFARE 200 THE NEW YORK STEM CELL FOUNDATION 619 WEST 54TH STREET 3RD FLOOR NEW YORK NY 10019 NONE PC MEDICAL RESEARCH 36125 UNIVERSITY OF MASSACHUSETTS FOUNDATION ONE BEACON STREET 31ST FLOOR BOSTON MA 02108 NONE PC EDUCATION 5000 UNIVERSITY OF MASSACHUSETTS 55 LAKE AVENUE NORTH WORCESTER MA 016550002 NONE PC EDUCATION 60000 YALE UNIVERSITY PO BOX 1873 NEW HAVEN CT 065081873 NONE PC EDUCATION 75000 5163976 0 900001 11546 14 908165 900001 623 14 1170879 18 900001 13944 18 2648957 OTHER INCOME/LOSS FROM K-1S 900001 -101469 14 6336436 -75356 11064437 0 10989081 0 0 0 0 0 0 0 0 0 0 DELOITTE TAX LLP 61026 30513 30513 FURNITURE 1996-06-01 11953 11953 200DB 7.000000000000 0 0 COMPUTER 1996-06-01 13214 13214 200DB 5.000000000000 0 0 LEASEHOLD IMPROVEM 1997-06-01 2436 2411 200DB 7.000000000000 0 0 FURNITURE 1997-06-01 3559 3520 200DB 7.000000000000 0 0 EQUIPMENT 1997-06-01 5302 5302 200DB 5.000000000000 0 0 OFFICE EQUIPMENT 1997-09-15 16741 16209 200DB 7.000000000000 0 0 ARCHITECT 1997-09-15 2178 2109 200DB 7.000000000000 0 0 LEASEHOLD IMPROVEM 1998-05-01 11833 11833 200DB 7.000000000000 0 0 LEASEHOLD IMPROVEM 1997-12-01 405 405 200DB 7.000000000000 0 0 EQUIPMENT 1998-01-01 9828 9828 200DB 5.000000000000 0 0 EQUIPMENT 1998-06-01 19629 19629 200DB 5.000000000000 0 0 EQUIPMENT 1998-09-01 13773 13773 200DB 5.000000000000 0 0 FURNITURE 1997-12-01 3471 3471 200DB 7.000000000000 0 0 LEASEHOLD IMPROVEM 1998-03-01 12182 12182 200DB 7.000000000000 0 0 COMPUTER 1999-04-01 15821 15821 200DB 5.000000000000 0 0 FURNITURE 1999-04-01 291 291 200DB 7.000000000000 0 0 COMPUTER 2000-10-25 2480 2399 200DB 5.000000000000 0 0 COMPUTER MONITOR 2000-09-29 2180 2109 200DB 5.000000000000 0 0 COMPUTER EQUIPMENT 2000-02-28 3468 3468 200DB 5.000000000000 0 0 FURNITURE 2001-08-06 950 950 200DB 7.000000000000 0 0 FURNITURE 2001-06-21 1275 1275 200DB 7.000000000000 0 0 OFFICE EQUIPMENT 2001-04-26 30048 30048 200DB 5.000000000000 0 0 COMPUTER EQUIPMENT 2001-07-23 10955 10955 200DB 5.000000000000 0 0 EQUIPMENT 2001-05-21 887 886 200DB 5.000000000000 0 0 LCD MONITOR 2002-03-18 719 719 200DB 5.000000000000 0 0 EQUIPMENT 2002-05-06 3452 3452 200DB 5.000000000000 0 0 HARD DRIVE 2002-06-26 245 245 200DB 5.000000000000 0 0 FURNITURE 2003-05-01 3258 3258 200DB 7.000000000000 0 0 LEASEHOLD IMPROV. 2002-11-08 630 629 200DB 7.000000000000 0 0 LEASEHOLD IMPROV. 2003-03-14 1508 1508 200DB 7.000000000000 0 0 COMPUTER EQUIPMENT 2004-05-01 95520 47760 200DB 5.000000000000 0 0 COMPUTER EQUIPMENT 2005-05-01 42977 42977 200DB 5.000000000000 0 0 FURNITURE 2006-05-01 208166 208165 200DB 7.000000000000 0 0 FURNITURE 2007-05-01 31261 31261 200DB 7.000000000000 0 0 FURNITURE 2008-05-01 23396 11698 200DB 7.000000000000 0 0 COMPUTER EQUIPMENT 2009-04-01 14855 7427 200DB 5.000000000000 0 0 FURNITURE 2010-05-01 53761 26879 200DB 7.000000000000 0 0 FURNITURE 2011-07-01 7703 200DB 5.000000000000 0 0 FURNITURE 2011-11-15 13219 200DB 5.000000000000 0 0 FURNITURE 2013-01-15 14369 7184 200DB 5.000000000000 0 0 FURNITURE 2014-05-15 10060 5030 200DB 5.000000000000 0 0 FURNITURE 2015-02-27 6369 2776 200DB 5.000000000000 0 0 FURNITURE 2016-04-01 8753 4376 200DB 5.000000000000 0 0 FURNITURE 2017-03-31 1709 816 200DB 7.000000000000 38 0 FURNITURE 2017-05-01 619 297 200DB 7.000000000000 13 0 FURNITURE 2017-06-02 1106 527 200DB 7.000000000000 25 0 FURNITURE 2017-08-30 126 61 200DB 7.000000000000 2 0 FURNITURE 2017-10-02 2249 1073 200DB 7.000000000000 50 0 COMPUTER 2017-01-23 80 40 200DB 7.000000000000 0 0 COMPUTER 2017-05-24 2259 1129 200DB 5.000000000000 0 0 COMPUTER 2017-06-09 2991 1494 200DB 5.000000000000 0 0 COMPUTER 2017-07-05 1639 818 200DB 5.000000000000 0 0 COMPUTER 2017-09-26 2558 1279 200DB 5.000000000000 0 0 COMPUTER 2017-12-05 5130 2564 200DB 5.000000000000 0 0 FURNITURE 2017-12-30 294 127 200DB 7.000000000000 13 0 COMPUTER 2018-01-22 44 22 200DB 5.000000000000 0 0 COMPUTER 2018-08-30 422 211 200DB 5.000000000000 0 0 FURNITURE 2018-10-01 98 42 200DB 7.000000000000 4 0 FURNITURE 2018-11-30 340 200DB 7.000000000000 0 0 COMPUTER 2019-04-23 283 200DB 5.000000000000 0 0 FURNITURE 2019-05-01 1499 200DB 7.000000000000 0 0 COMPUTER 2019-05-06 7250 200DB 5.000000000000 0 0 EQUIPMENT 2019-05-29 54027 200DB 5.000000000000 0 0 COMPUTER 2019-07-02 3248 200DB 5.000000000000 0 0 COMPUTER 2019-07-08 10530 200DB 5.000000000000 0 0 EQUIPMENT 2019-07-19 42931 200DB 5.000000000000 0 0 FURNITURE 2019-08-01 1965 200DB 7.000000000000 0 0 EQUIPMENT 2019-08-06 14215 200DB 5.000000000000 0 0 FURNITURE 2019-08-30 480 200DB 7.000000000000 0 0 COMPUTER 2019-09-25 1600 200DB 5.000000000000 0 0 FURNITURE 2019-10-30 565 200DB 7.000000000000 0 0 FURNITURE 2019-11-29 1200 200DB 7.000000000000 0 0 FURNITURE 2020-03-02 18 200DB 7.000000000000 0 0 EQUIPMENT 2020-04-22 49 200DB 5.000000000000 0 0 COMPUTER 2021-11-05 1465 200DB 5.000000000000 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AT COST 461927 577852 ADAGE CAPITAL PARTNERS, L.P. 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