2024-11-07T10:10:01-06:00 2023-12-31 042620388 COLES & BODOIN LLP 75 SECOND AVENUE NEEDHAM MA 02494 990PF 2023-01-01 472446326 MICHELI FAMILY FOUNDATION INC C/O CRISTINA MURPHY MICH 6173555852 319 LONGWOOD AVENUE 2ND FLOOR BOSTON MA 02115 LYLE J MICHELI MD PRESIDENT 6173555852 2024-10-31 1 0 ALAN W LAPIERRE CPA P00113727 7814551400 2024-10-31 2023 2024-10-15 13:58:12Z X 5305769 X 550001 106584 106584 175273 1289573 175273 831858 281857 0 0 0 4700 0 4700 25467 25467 0 5139 2215 140 19 0 19 35325 27682 4859 206647 206647 241972 27682 211506 589886 254175 16646 204878 204878 2323798 2446204 3258327 1111659 1052875 984287 522888 671280 858277 3974991 4375237 5305769 0 0 X 0 0 0 0 3974991 4375237 3974991 4375237 3974991 4375237 3974991 589886 0 4564877 189640 4375237 124.643 SHS DFA US LARGE COMPANY I D 2023-06-29 2023-10-23 3585 3734 -149 -149 123.968 SHS DFA US LARGE COMPANY I D 2023-09-28 2023-10-23 3566 3634 -68 -68 19.0486 SHS DIMENSIONAL US MARKETWIDE VALUE P 2022-12-27 2023-01-20 653 639 14 14 231.784 SHS GMO EMERGING MARKETS I P 2022-12-21 2023-07-26 5402 5071 331 331 46.149 SHS GMO EMERGING MARKETS I P 2023-07-11 2023-07-26 1076 1032 44 44 1334.816 SHS HARDING LOEVNER INSTL EMERG MKTS P 2023-04-05 2023-12-14 24319 24010 309 309 243.44 SHS EASTERLY GLOBAL REAL ESTATE P 2023-10-20 2933 3252 -319 -319 96.976 SHS T ROWE PRICE CHINA EVOLUTION EQUITY P 2022-12-16 2023-04-05 1161 1141 20 20 220.02 SHS VANGUARD SHORT TERM INTERMEDIATE P 2023-11-03 2196 2211 -15 -15 9924.009 SHS DOUBLELINE TOTAL RETURN BOND P 90100 106747 -16647 -16647 6,816 SHS DIMENSIONAL US TARGETED VALUE ETF P 313233 162475 150758 150758 924.938 SHS DFA US TARGETED VALUE P 25990 25082 908 908 1,822.73 SHS DFA US TARGETED VALUE P 55000 49386 5614 5614 2,009.197 SHS DFA US LARGE COMPANY D 56790 38518 18272 18272 933.176 SHS DFA US LARGE COMPANY D 26840 17890 8950 8950 3,042.353 SHS DFA US LARGE COMPANY D 90500 58324 32176 32176 4,745 SHS DIMENSIONAL US MARKETWIDE VALUE P 162584 103518 59066 59066 3,754.11 SHS GMO EMERGING MARKETS P 87499 121964 -34465 -34465 7,679.92 SHS HARDING LOEVNER INSTL EMERG MKTS P 139920 172942 -33022 -33022 6,843.97 SHS EASTERLY GLOBAL REAL ESTATE P 82460 119030 -36570 -36570 3,510.95 SHS T ROWE PRICE CHINA EVOLUTION EQUITY P 42026 64020 -21994 -21994 2,786.853 SHS VANGUARD SHORT TERM INVESTMENT GRADE P 27804 29680 -1876 -1876 CAPITAL GAINS DIVIDENDS P 43936 43936 43936 175273 3533 0 3533 0 3533 4013 0 3200 0 7213 X 6 3674 3674 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A LYLE J MICHELI MD 6173555852 319 LONGWOOD AVENUE 2ND FLOOR BOSTON MA 02115 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LYLE J MICHELI MD 319 LONGWOOD AVE 2ND FLOOR BOSTON MA 02115 PRESIDENT & TREASURER 0.00 0 0 0 ANNE J MICHELI 319 LONGWOOD AVE 2ND FLOOR BOSTON MA 02115 SECRETARY 0.00 0 0 0 ELISABETH MICHELI 319 LONGWOOD AVE 2ND FLOOR BOSTON MA 02115 DIRECTOR 0.00 0 0 0 AMANDA MICHELI 319 LONGWOOD AVE 2ND FLOOR BOSTON MA 02115 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 4559856 35986 0 4595842 0 0 4595842 68938 4526904 226345 226345 3533 3533 222812 0 222812 0 222812 211506 0 211506 222812 201647 0 0 211506 201647 0 0 9859 0 0 0 0 0 0 0 0 212953 0 0 0 LYLE J MICHELI MD LYLE J MICHELI MD 319 LONGWOOD AVENUE 2ND FLOOR BOSTON MA 02115 6173555852 WRITTEN APPLICATION SETTING FORTH FUNCTION OF THE NON-PROFIT ORGANIZATION AND THE PURPOSE AND/OR SCOPE OF THE STUDY FOR WHICH THE GRANT IS REQUESTED. N/A N/A BOSTON CHILDRENS HOSPITAL TRUST 401 PARK DRIVE STE 602 BOSTON MA 02215 NONE PUBLIC CHARITY CHARITABLE. 50000 ALAMEDA BOYS & GIRLS CLUB 1900 THIRD STREET ALAMEDA CA 94501 NONE PUBLIC CHARITY CHARITABLE. 2000 ALAMEDA COUNTY COMMUNITY FOOD BANK 7900 EDGEWATER DRIVE OAKLAND CA 94621 NONE PUBLIC CHARITY CHARITABLE. 3000 AMERICAN COLLEGE OF SPORTS MEDICINE 401 WEST MICHIGAN STREET INDIANAPOLIS IN 46202 NONE PUBLIC CHARITY CHARITABLE. 4000 AMIGOS OF COSTA RICA PO BOX 748 WEST CHESTER PA 19380 NONE PUBLIC CHARITY CHARITABLE. 15000 ANGELL MEMORIAL HOSPITAL 350 S HUNTINGTON AVE BOSTON MA 02130 NONE PUBLIC CHARITY CHARITABLE. 10000 BATTERY FOUNDATION 717 BATTERY STREET SAN FRANCISCO CA 94111 NONE PUBLIC CHARITY CHARITABLE 4000 BOSTON CONSERVATORY AT BERKLEE 1140 BOYLSTON STREET BOSTON MA 02215 NONE PUBLIC CHARITY CHARITABLE 5000 BROOKLINE COMMUNITY FOUNDATION 40 WEBSTER PL BROOKLINE MA 02445 NONE PUBLIC CHARITY YOUTH LEADERSHIP AND EDUCATION 4000 CHILDRENS SPORTS MEDICINE FOUNDATION 319 LONGWOOD AVE BOSTON MA 02115 NONE PUBLIC CHARITY CHARITABLE 21647 CONSERVATION SOCIETY OF CA DBA OAKLAND ZOO PO BOX 5238 OAKLAND CA 94605 NONE PUBLIC CHARITY CHARITABLE. 2000 GEENA DAVIS INSTITUTE 4712 ADMIRALTY WAY 455 MARINA DEL REY CA 90292 NONE PUBLIC CHARITY YOUTH LEADERSHIP AND EDUCATION 2000 GIFFORDS FOUNDATION 126 M SALINA ST 310 SYRACUSE NY 13202 NONE PUBLIC CHARITY YOUTH LEADERSHIP AND EDUCATION 4000 GLOBAL GIVING 1 THOMAS CIRCLE NW SUITE 800 WASHINGTON DC 20005 NONE PUBLIC CHARITY CHARITABLE 11000 HARVARD CATHOLIC CENTER 29 MT AUBURN ST CAMBRIDGE MA 02138 NONE PUBLIC CHARITY YOUTH RELIGIOUS EDUCATION 1000 INTERLOCHEN CENTER FOR THE ARTS PO BOX 199 INTERLOCHEN MI 49643 NONE PUBLIC CHARITY YOUTH LEADERSHIP AND EDUCATION 2000 PEPPERWOOD FOUNDATION 2130 PEPPERWOOD PRESERVE ROAD SANTA ROSA CA 95404 NONE PUBLIC CHARITY YOUTH LEADERSHIP AND EDUCATION 16000 ST BEDE ACADEMY & ABBEY ST BEDE LANE 24 W US HWY 6 PERU IL 61354 NONE PUBLIC CHARITY CHARITABLE. 40000 TAKING THE REINS 3919 1/2 ROGALI AVENUE LOS ANGELES CA 90039 NONE PUBLIC CHARITY CHARITABLE 1000 UNITED FOR IRAN 344 20TH STREET OAKLAND CA 94612 NONE PUBLIC CHARITY CHARITABLE 1000 UNITED WAY OF THE WINE COUNTRY 975 CORPORATE CENTER PARKWAY SANTA ROSA CA 95407 NONE PUBLIC CHARITY YOUTH LEADERSHIP AND EDUCATION 3000 US WOMENS RUGBY FOUNDATION 1016 EAST WORTHINGTON AVENUE CHARLOTTE NC 28203 NONE PUBLIC CHARITY CHARITABLE. 5000 206647 0 14 106584 18 175273 0 281857 0 281857 0 0 0 0 0 0 0 0 0 0 X X 1 LYLE J MICHELI MD 319 LONGWOOD AVE 2ND FLOOR BOSTON MA 02115 362577 X 2 LYLE J MICHELI MD 319 LONGWOOD AVE 2ND FLOOR BOSTON MA 02115 187424 X 1 11,515 SHARES DFA US LARGE COMPANY 362577 2023-12-21 ACCOUNTANT 4700 0 4700 BOND FUNDS 1052875 984287 EQUITY FUNDS 2446204 3258327 OTHER ASSETS AT COST 671280 858277 FMV/TAX BASIS ADJUSTMENT 189640 POSTAGE 19 0 19 INVESTMENT ADVISOR 25467 25467 0 STATE FILING FEE 125 0 125 FOREIGN TAXES 2215 2215 0 FEDERAL EXCISE TAX 2784 0 0 ANNUAL REPORT 15 0 15