2024-11-14T15:37:25-05:00 2023-12-31 990PF 2023-01-01 474004605 HERRMAN FAMILY CHARITABLE FOUNDATION % Richard B Schafer HERR 5084794025 9 DITULLIO DR FRAMINGHAM MA 017012854 Richard B Schafer Clerk 2024-11-14 2023 2024-10-15 13:58:12Z X 10541118 X 984720 X 2476 2476 2476 277716 277716 277716 0 0 445743 0 0 0 0 0 71739 27331 27331 1336651 753266 307523 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 159 0 0 0 6660 6660 6660 0 0 0 0 0 3804 0 0 0 0 0 0 0 0 0 0 9 0 0 9 0 0 0 0 302 0 0 0 10934 6660 6660 9 581521 581521 592455 6660 6660 581530 744196 746606 300863 52450 62842 62842 1505317 969732 969732 26135 16533 26135 26135 0 0 0 0 0 3195743 3428015 4056002 0 0 3839051 4840964 5426407 0 0 0 0 8609094 9327688 10541118 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8609094 9327688 8609094 9327688 8609094 9327688 8609094 744196 9353290 25602 9327688 Public Traded Securities 1489266 0 1043523 445743 445743 445743 10378 10378 10378 499 6000 0 6499 84 3963 0 0 false false false 0 0 0 false false false false true true MA true false false false false true N A Kathleen Darragh Herrman 5085619226 9 DITULLIO DR FRAMINGHAM MA 017012854 false false false false false false false false false false false false false false false false false false false false false Ernest L Herrman Jr 9 DiTullio Drive Framingham MA 01701 President & Director 1.00 0 0 0 Kathleen Darragh Herrman 9 DiTullio Drive Framingham MA 01701 Treasurer & Director 5.00 0 0 0 Richard B Schafer 220 North Main Street Suite 301 Natick MA 01760 Clerk 1.00 0 0 0 8162222 1422627 0 9584849 0 0 9584849 143773 9441076 472054 472054 10378 0 10378 461676 0 461676 0 461676 581530 0 0 0 0 581530 461676 0 0 100638 0 0 794648 895286 581530 581530 461676 461676 1015140 0 0 0 0 0 1015140 0 0 0 433610 581530 Ernest and Kathleen Herrman N A X Fay School 48 Main Street Southborough MA 01772 No Relationship PC General Charitable Purposes 10000 Pan Mass Challenge 77 4th Avenue Needham Heights MA 02494 No Relationship PC General Charitable Purposes 13077 Catholic Schools Foundation 67 Batterymarch Street 6th Floor Boston MA 02110 No Relationship PC General Charitable Purposes 10000 Greater Boston PFLAG 85 River Street Waltham MA 02453 No Relationship PC General Charitable Purposes 50000 Out Metrowest 929 Worcester Road Framingham MA 01701 No Relationship PC General Charitable Purposes 7200 Good Two Know Partners 50 Woodside Plaza 634 Redwood City CA 94061 No Relationship PC General Charitable Purposes 25000 MSPCA 350 South Huntington Avenue Boston MA 02130 No Relationship PC General Charitable Purposes 65000 Metrowest Nonprofit Network 665 Franklin St Framingham MA 01702 No Relationship PC General Charitable Purposes 3750 Hopkinton Center for the Arts 98 Hayden Rowe St Hopkinton MA 01748 No Relationship PC General Charitable Purposes 132 QGLBTQ Legal Advocates GLAD 18 Tremont St Suite 950 Boston MA 02108 No Relationship PC General Charitable Purposes 50000 The American Legion Dept of MA Inc State House Room 546 2 Boston MA 02133 No Relationship PC General Charitable Purposes 800 Esperanza Academy 198 Garden St Lawrence MA 01840 No Relationship PC General Charitable Purposes 10000 Nativity School of Worcester 67 Lincoln St Worcester MA 01605 No Relationship PC General Charitable Purposes 27143 Framingham CC Charitable Foundation 16 Gates St Framingham MA 01702 No Relationship PC General Charitable Purposes 1059 Save a Dog 604 Boston Post Rd Sudbury MA 01776 No Relationship PC General Charitable Purposes 250 Kennedy Health Center 354 Waverly St Framingham MA 01702 No Relationship PC General Charitable Purposes 21917 Bethany Hill Place Inc 89 Bethany Rd Framingham MA 01702 No Relationship PC General Charitable Purposes 5000 Wycliffe Charities Fund 4650 Wycliffe County Club Blvd Wellington FL 33449 No Relationship PC General Charitable Purposes 250 Cape Ann Museum 13 Poplar Street Gloucester MA 01930 No Relationship PC General Charitable Purposes 500 Milford Wrestling Booster 31 West Fountain Street Milford MA 01757 No Relationship 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Newton MA 02459 No Relationship PC General Charitable Purposes 1000 Call2Talk 46 Park Street Framingham MA 01702 No Relationship PC General Charitable Purposes 10000 UBS Donor Advised Fund 165 Township Line Road Suite 1200 Jenkintown PA 19046 No Relationship PC General Charitable Purposes 200000 581521 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14 2476 0 0 14 277716 0 0 0 0 0 0 0 0 0 0 0 19 27331 0 0 19 445743 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 753266 0 753266 false false false false false false false false false false QuickBooks Bookkeeping 159 0 0 0 Goldman Sachs Group Inc 101844 115731 SP500 Stepup Issuer 200000 219600 Tesla Inc 98402 111816 Sp500 Stepup Issuer 0 0 Paypal 0 0 Icln Stepup Issuer Bns 300000 233700 Fin Bskt Stepup Iss Cibc 200000 224200 Ford Motor Co 217428 207230 Coinbase Global Inc 65342 34784 Visa Inc Cl A Shrs 134065 208280 Salesforce Com Inc 67935 131570 Netflix Com Inc 70839 82770 Microsoft Corp 118274 376040 JPMorgan Chase 129156 170100 Intel Corp 0 0 Berkshire Hathaway Inc Del Cl B New 61938 106998 Apple Inc 105170 385060 Altria Group Inc 0 0 Amazon Com Inc Com 69218 121552 SPDR Dow Jones Indust Av ETF 100072 150748 First Trust US Equity 0 0 Ark Innovation ETF 256521 168140 Ark Genomic Revolution ETF 265861 140840 First TR Exchange-Traded FD IV SHS FTSL 137110 132343 Barings Bdc Inc 300022 300300 Blue Owl Capital Group 163284 177120 Carlyle Secured Lending 104314 104720 New Mountain Finance Group 102320 101760 Porsche 58900 50600 Blackstone Private AT COST 1507500 1519207 KKR North Amer Buyout AT COST 247500 239692 Blackstone Secured Lending Fund AT COST 499986 548461 Blackstone Real Estate Income Trust Inc Class S Brokerage AT COST 792249 1012599 Impactive Capital AT COST 505000 512179 The Childrens AT COST 505000 834300 Net Adjustments to Capital Accounts The Childrens & Impactive Capital AT COST 104243 104243 Jones Lang LaSalle Income Property Trust Inc Class AI AT COST 679486 655726 Accounting Adjustment 25602 Bank of America Service Charges 26 0 0 0 Merrill Wire Fees 30 0 0 0 Porsche Depository Bank Fee 246 0 0 0 Capital Gain Distributions 27291 27291 27291 Non-dividend Distributions 40 40 40 Altria Group Inc Securities Litigation 178 0 0 JLL Income Property Trust Return of Capital Distribution 11859 0 0 Blackstone Real Estate Trust Return of Capital Distribution 32371 0 0 Merrill Lynch Investment Management Fee 150 150 150 0 Merrill Lynch Commissions Trading Fees 6510 6510 6510 0 MA Office of Attorney General 70 0 0 0 United States Treasury 3000 0 0 0 Foreign Tax Withheld 734 0 0 0