2025-09-19T08:35:23-05:00 2023-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2023-01-01 611733138 Lorber Family Foundation LORB 6172484760 co Choate LLP PO Box 961019 Boston MA 02196 Sarah J Lorber Trustee 6172484760 2025-09-09 1 0 Connor Smart P02285543 2078792100 2025-09-09 2023 2025-03-06 01:10:19Z X X 34699114 X X 451363 451363 435508 435508 16958722 17366980 16958722 17845593 17845593 0 0 0 2690 1345 1345 1726 1726 0 430 0 430 4846 3071 1775 1420000 1420000 1424846 3071 1421775 16420747 17842522 1518107 4274837 4274837 26806369 18319947 18319947 0 11558088 11558088 0 546242 546242 28324476 34699114 34699114 0 0 X 28324476 34699114 0 0 0 0 28324476 34699114 28324476 34699114 28324476 16420747 0 44745223 10046109 34699114 Publicly Traded Securities P 243313 250315 -7002 -7002 Publicly Traded Securities D 17123667 157943 16965724 16965724 16958722 248011 0 248011 0 248011 0 0 0 0 229314 229314 X 14433 33130 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A Choate Hall Stewart LLP 6172484760 Two International Place Boston MA 02110 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Margaret Susan Lorber c/o Choate LLP PO Box 961019 Boston MA 02196 Trustee 1.00 0 0 0 Sarah Jane Lorber c/o Choate LLP PO Box 961019 Boston MA 02196 Trustee 2.00 0 0 0 NONE 0 NONE 0 0 23383366 9209858 0 32593224 0 0 32593224 488898 32104326 1605216 1605216 248011 248011 1357205 0 1357205 0 1357205 1421775 0 1421775 1357205 0 0 798001 813203 2781802 610225 184399 5187630 1421775 0 0 0 1357205 64570 0 0 5252200 0 0 0 0 0 0 798001 4454199 813203 2781802 610225 184399 64570 Sarah Jane Lorber X American Cancer Society 250 Williams Street NW 400 Atlanta GA 30303 N/A PC General Support 150000 Asset Funders Network 2045 West Grand Avenue Chicago IL 60612 N/A PC General Support 10000 Association of Black Foundation Executives 55 Exchange Place 401 New York NY 10005 N/A PC General Support 10000 Bend the Arc 266 West 37th Street New York NY 10018 N/A PC General Support 50000 Beth Israel Deaconess Hospital - Needham 148 Chestnut Street Needham MA 02492 N/A PC General Support 10000 Black Californians United for Early Care & Education 374 Camelback Road Pleasant Hill CA 94523 N/A PC General Support 15000 Black Economic Alliance Foundation 1032 15th Street NW Washington DC 20005 N/A PC General Support 10000 Boston Ballet 19 Clarendon Street Boston MA 02116 N/A PC General Support 10000 California Black Women's Health Project 9800 South La Cienega Blvd 905 Inglewood CA 90301 N/A PC General Support 25000 California Budget and Policy Center 1107 9th Street 310 Sacramento CA 95814 N/A PC General Support 20000 CalMatters 1017 L Street 261 Sacramento CA 95814 N/A PC General Support 25000 CARE 151 Ellis Street NE Atlanta GA 30303 N/A PC General Support 10000 Child Care Law Center PO Box 9066 Berkeley CA 94709 N/A PC General Support 50000 Coleman Advocates 459 Vienna Street San Francisco CA 94112 N/A PC General Support 100000 Community Partners 1000 North Alameda Street 240 Los Angeles CA 90012 N/A PC Parent Voices California 50000 Dana Farber Cancer Institute Inc 450 Brookline Avenue Boston MA 02215 N/A PC General Support 10000 Eat Learn Play Foundation 647 4th Street Oakland CA 94607 N/A PC General Support 20000 Fresh Approach 5060 Commercial Circle Concord CA 94520 N/A PC General Support 50000 Hale Reservation 80 Carby Street Westwood MA 02090 N/A PC General Support 10000 Healthy Black Families 3356 Adeline Street Berkeley CA 94703 N/A PC General Support 25000 Heluna Health 13300 Crossroads Parkway North 450 City of Industry CA 91746 N/A PC General Support 75000 Jewish Community Center of Greater Rochester 1200 Edgewood Avenue Rochester NY 14618 N/A PC General Support 10000 Justice Outside 1624 Franklin Street 520 Oakland CA 94612 N/A PC General Support 100000 Latino Business Foundation Silicon Valley 1652 Alum Rock Avenue San Jose CA 95116 N/A PC General Support 20000 Mass General Brigham 800 Boylston Street 1150 Boston MA 02199 N/A PC Massachusetts Eye and Ear Infirmary 15000 Massachusetts General Hospital 125 Nashua Street 540 Boston MA 02114 N/A PC General Support 30000 Mujeres Unidas y Activas 3543 18th Street San Francisco CA 94110 N/A PC General Support 150000 National Multiple Sclerosis Society 733 Third Avenue New York NY 10017 N/A PC General Support 10000 Pico California PO Box 33334 Los Angeles CA 90033 N/A PC General Support 50000 PolicyLink 1438 Webster Street 303 Oakland CA 94612 N/A PC General Support 25000 San Jose Grail Family Services 2003 East San Antonio Street San Jose CA 95116 N/A PC General Support 25000 Santa Cruz Mountains Trail Stewardship PO Box 331 Santa Cruz CA 95061 N/A PC General Support 10000 Silicon Valley Community Foundation 444 Castro Street 140 Mountain View CA 94041 N/A PC General Support 25000 Tahoe Area Mountain Biking Association PO Box 13712 South Lake Tahoe CA 96151 N/A PC General Support 10000 The Miami Foundation 40 Northwest 3rd Street 305 Miami FL 33128 N/A PC General Support 100000 Tides Center 1012 Torney Avenue San Francisco CA 94129 N/A PC General Support 25000 Training Institute for Leadership Enrichment (TILE) 8055 Collins Drive 206 Oakland CA 94621 N/A PC General Support 50000 Truckee Trails Foundation PO Box 1751 Truckee CA 96160 N/A PC General Support 10000 Vital CXNs 133 Bridge Street Newton MA 02458 N/A PC General Support 20000 1420000 0 14 451363 14 435508 18 16958722 0 17845593 0 17845593 0 0 0 0 0 0 0 0 0 0 Tax Preparation 2690 1345 1345 Statement of Explanation for Amended Tax Return: Form 990-PF, Box G After filing its 2023 Form 990-PF, the Foundation determined that certain elements of the tax return, such as the calculation of its annual charitable distribution requirements or the determination of its net investment income taxes, were not prepared accurately. Accordingly, to maintain transparency and compliance with the IRS and all applicable laws and regulations, the Foundation has prepared and filed this Amended Form 990-PF for the year ending December 31, 2023. A summary of the changes to the tax return as amended from its originally filed version is listed below:Part I, Line 4(a) (original) - $426,652Part I, Line 4(a) (amended) - $435,508Part I, Line 4(b) (original) - $426,652Part I, Line 4(b) (amended) - $435,508Part I, Line 6a(a) (original) - $14,729,325Part I, Line 6a(a) (amended) - $16,958,772Part I, Line 6b (original) - $17,123,666Part I, Line 6b (amended) - $17,366,980Part I, Line 7(b) (original) - $14,729,325Part I, Line 7(b) (amended) - $16,958,772Part I, Line 12(a) (original) - $15,607,340Part I, Line 12(a) (amended) - $17,845,593Part I, Line 12(b) (original) - $15,607,340Part I, Line 12(b) (amended) - $17,845,593Part I, Line 16b(b) (original) - $0Part I, Line 16b(b) (amended) - $1,345Part I, Line 18(a) (original) - $0Part I, Line 18(a) (amended) - $1,726Part I, Line 18(b) (original) - $0Part I, Line 18(b) (amended) - $1,726Part I, Line 24(a) (original) - $3,120Part I, Line 24(a) (amended) - $4,846Part I, Line 24(b) (original) - $0Part I, Line 24(b) (amended) - $3,071Part I, Line 26(a) (original) - $1,423,120Part I, Line 26(a) (amended) - $1,424,846Part I, Line 26(b) (original) - $0Part I, Line 26(b) (amended) - $3,071Part I, Line 27(a) (original) - $14,184,220Part I, Line 27(a) (amended) - $16,420,747Part I, Line 27(b) (original) - $15,607,340Part I, Line 27(b) (amended) - $17,842,522Part II, Line 2(a) (original) - $1,515,391Part II, Line 2(a) (amended) - $1,518,107Part II, Line 2(b) (original) - $4,264,992Part II, Line 2(b) (amended) - $4,274,837Part II, Line 10b(a) (original) - $3,061,156Part II, Line 10b(a) (amended) - $26,806,369Part II, Line 10b(b) (original) - $2,711,357Part II, Line 10b(b) (amended) - $18,319,947Part II, Line 10c(b) (original) - $11,784,418Part II, Line 10c(b) (amended) - $11,558,088Part II, Line 10c(c) (original) - $12,104,330Part II, Line 10c(c) (amended) - $11,558,088Part II, Line 13(b) (original) - $0Part II, Line 13(b) (amended) - $546,242Part II, Line 13(c) (original) - $0Part II, Line 13(c) (amended) - $546,242Part II, Line 15(c) (original) - $9,845Part II, Line 15(c) (amended) - 0Part II, Line 16(a) (original) - $4,576,547Part II, Line 16(a) (amended) - $28,324,476Part II, Line 16(b) (original) - $18,760,767Part II, Line 16(b) (amended) - $34,699,114Part II, Line 16(c) (original) - $34,708,959Part II, Line 16(c) (amended) - $34,699,114Part II, Line 26(a) (original) - $4,576,547Part II, Line 26(a) (amended) - $28,324,476Part II, Line 26(b) (original) - $18,760,767Part II, Line 26(b) (amended) - $34,699,114Part II, Line 29(a) (original) - $4,576,547Part II, Line 29(a) (amended) - $28,324,476Part II, Line 29(b) (original) - $18,760,767Part II, Line 29(b) (amended) - $34,699,114Part II, Line 30(a) (original) - $4,576,547Part II, Line 30(a) (amended) - $28,324,476Part II, Line 30(b) (original) - $18,760,767Part II, Line 30(b) (amended) - $34,699,114Part III, Line 1 (original) - $4,576,547Part III, Line 1 (amended) - $28,324,476Part III, Line 2 (original) - $14,184,220Part III, Line 2 (amended) - $16,420,747Part III, Line 4 (original) - $18,760,767Part III, Line 4 (amended) - $44,745,223Part III, Line 5 (original) - $0Part III, Line 5 (amended) - $10,046,109Part III, Line 6 (original) - $18,760,767Part III, Line 6 (amended) - $34,699,114Part IV, Line 1e (original) - Donated stock sales price - $17,123,666Part IV, Line 1e (amended) - Donated stock sales price - $17,123,667Part IV, Line 1e (original) - Purchased stock sales price - $0Part IV, Line 1e (amended) - Purchased stock sales price - $243,313Part IV, Line 1g (original) - Donated stock cost basis - $2,394,341Part IV, Line 1g (amended) - Donated stock cost basis - $157,943Part IV, Line 1g (original) - Purchased stock cost basis - $0Part IV, Line 1g (amended) - Purchased stock cost basis - $250,315Part IV, Line 1h (original) - Donated stock gain/loss - $14,729,325Part IV, Line 1h (amended) - Donated stock gain/loss - $16,965,724Part IV, Line 1h (original) - Purchased stock gain/loss - $0Part IV, Line 1h (amended) - Purchased stock gain/loss - ($7,002)Part IV, Line 1l (original) - Donated stock gain/loss - $14,729,325Part IV, Line 1l (amended) - Donated stock gain/loss - $16,965,724Part IV, Line 1l (original) - Purchased stock gain/loss - $0Part IV, Line 1l (amended) - Purchased stock gain/loss - ($7,002)Part IV, Line 2 (original) - $14,729,325Part IV, Line 2 (amended) - $16,958,722Part V, Line 1 (original) - $216,942Part V, Line 1 (amended) - $248,011Part V, Line 3 (original) - $216,942Part V, Line 3 (amended) - $248,011Part V, Line 5 (original) - $216,942Part V, Line 5 (amended) - $248,011Part V, Line 7 (original) - $0Part V, Line 7 (amended) - $229,314Part V, Line 8 (original) - $12,372Part V, Line 8 (amended) - $14,433Part V, Line 9 (original) - $229,314Part V, Line 9 (amended) - $33,130Part VI-A, Line 10 (original) - YesPart VI-A, Line 10 (amended) - NoPart VI-B, Line 1a(3) (original) - NoPart VI-B, Line 1a(3) (amended) - YesPart IX, Line 1a (original) - $23,539,697Part IX, Line 1a (amended) - $23,383,366Part IX, Line 1b (original) - $9,286,597Part IX, Line 1b (amended) - $9,209,858Part IX, Line 1d (original) - $32,826,294Part IX, Line 1d (amended) - $32,593,224Part IX, Line 3 (original) - $32,826,294Part IX, Line 3 (amended) - $32,593,224Part IX, Line 4 (original) - $492,394Part IX, Line 4 (amended) - $488,898Part IX, Line 5 (original) - $32,333,900Part IX, Line 5 (amended) - $32,104,326Part IX, Line 6 (original) - $1,616,695Part IX, Line 6 (amended) - $1,605,216Part X, Line 1 (original) - $1,616,695Part X, Line 1 (amended) - $1,605,216Part X, Line 2a (original) - $216,942Part X, Line 2a (amended) - $248,011Part X, Line 2c (original) - $216,942Part X, Line 2c (amended) - $248,011Part X, Line 3 (original) - $1,399,753Part X, Line 3 (amended) - $1,357,205Part X, Line 5 (original) - $1,399,753Part X, Line 5 (amended) - $1,357,205Part X, Line 7 (original) - $1,399,753Part X, Line 7 (amended) - $1,357,205Part XII, Line 1 (original) - $1,399,753Part XII, Line 1 (amended) - $1,357,205Part XII, Line 3a (original) - $0Part XII, Line 3a (amended) - $798,001Part XIII, Line 3b (original) - $0Part XII, Line 3b (amended) - $813,203Part XIII, Line 3c (original) - $0Part XII, Line 3c (amended) - $2,781,802Part XIII, Line 3d (original) - $0Part XII, Line 3d (amended) - $610,225Part XII, Line 3e (original) - $0Part XII, Line 3e (amended) - $184,399Part XII, Line 3f (original) - $0Part XII, Line 3f (amended) - $5,187,630Part XII, Line 4d (original) - $0Part XII, Line 4d (amended) - $1,357,205Part XII, Line 4e (original) - $1,421,775Part XII, Line 4e (amended) - $64,570Part XII, Line 6 (original) - $1,421,775Part XII, Line 6 (amended) - $5,252,200Part XII, Line 8 (original) - $0Part XII, Line 8 (amended) - $798,001Part XII, Line 9 (original) - $1,421,775Part XII, Line 9 (amended) - $4,454,199Part XII, Line 10a (original) - $0Part XII, Line 10a (amended) - $813,203Part XII, Line 10b (original) - $0Part XII, Line 10b (amended) - $2,781,802Part XII, Line 10c (original) - $0Part XII, Line 10c (amended) - $610,225Part XIII, Line 10d (original) - $0Part XII, Line 10d (amended) - $184,399Part XII, Line 10e (original) - $1,421,775Part XII, Line 10e (amended) - $64,570Part XIII, Line 1a (original) - BlankPart XIII, Line 1a (amended) - Sarah Jane Lorber disclosedPart XV-A, Line 3(b) (original) - $451,363Part XV-A, Line 3(b) (amended) - $0Part XV-A, Line 3(d) (original) - $0Part XV-A, Line 3(d) (amended) - $451,363Part XV-A, Line 4(b) (original) - $426,652Part XV-A, Line 4(b) (amended) - $0Part XV-A, Line 4(d) (original) - $0Part XV-A, Line 4(d) (amended) - $435,508Part XV-A, Line 8(d) (original) - $0Part XV-A, Line 8(d) (amended) - $16,958,722Part XV-A, Line 8(e) (original) - $14,729,325Part XV-A, Line 8(d) (amended) - $0Part XV-A, Line 12(b) (original) - $878,015Part XV-A, Line 12(b) (amended) - $0Part XV-A, Line 12(d) (original) - $0Part XV-A, Line 12(d) (amended) - $17,845,593Part XV-A, Line 12(e) (original) - $14,729,325Part XV-A, Line 12(e) (amended) - $0Part XV-A, Line 13 (original) - $15,607,340Part XV-A, Line 13 (amended) - $17,845,593 11623 shares SHY 953551 953551 93090 shares IGSB 4773190 4773190 15008 shares IEF 1446621 1446621 11038 shares FLOT 558744 558744 2262 shares LQD 250313 250313 9135 shares VCIT 742493 742493 30619 shares VGIT 1816319 1816319 10314 shares STIP 1016857 1016857 9485 shares AMZN 1441151 1441151 2000 shares MCD 593020 593020 4880 shares GOOG 687738 687738 6600 shares AFL 544500 544500 2085 shares AMGN 600522 600522 37840 shares ADI 7513510 7513510 13356 shares AAPL 2571431 2571431 5803 shares MSFT 2182160 2182160 31072 shares IEFA 2185915 2185915 16296 shares PSK FMV 546242 546242 Current year unrealized loss on investments 10046109 MA PC Filing Fees 430 0 430 Foreign Taxes on Investment Income 1726 1726 0