2025-09-19T08:36:20-05:00 2022-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2022-01-01 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 2022 2025-03-06 01:10:19Z X X 28324476 X 4489695 3635 3635 404916 404916 0 4898246 408551 0 0 0 2810 1405 1405 2810 1405 1405 1442801 1442801 1445611 1405 1444206 3452635 407146 54865 1518107 1518107 28517155 26806369 26806369 28572020 28324476 28324476 0 0 X 28572020 28324476 0 0 0 0 28572020 28324476 28572020 28324476 28572020 3452635 1000301 33024956 4700480 28324476 5659 0 5659 0 5659 0 0 0 0 0 X 128 5787 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 1 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 25424899 269851 0 25694750 0 0 25694750 385421 25309329 1265466 1265466 5659 5659 1259807 0 1259807 0 1259807 1444206 0 1444206 1259807 0 0 715857 798001 813203 2781802 610225 5719088 1444206 0 0 0 1259807 184399 0 0 5903487 0 0 0 0 0 0 715857 5187630 798001 813203 2781802 610225 184399 Sarah Jane Lorber X American Cancer Society 250 Williams Street NW 400 Atlanta GA 30303 N/A PC General Support 185000 Beth Israel Deaconess Hospital - Needham 148 Chestnut Street Needham MA 02492 N/A PC General Support 25000 Beth Israel Deaconess Medical Center 330 Brookline Avenue Boston MA 02215 N/A PC General Support 25000 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 Brennan Center for Justice 120 Broadway 1750 New York NY 10271 N/A PC General Support 15000 CalMatters 1017 L Street 261 Sacramento CA 95814 N/A PC General Support 15000 Chatham University Woodland Road Pittsburgh PA 15232 N/A PC General Support 10000 Children's Hospital Boston 300 Longwood Avenue Boston MA 02215 N/A PC General Support 10000 Dana Farber Cancer Institute Inc 450 Brookline Avenue Boston MA 02215 N/A PC General Support 10000 Hale Reservation 80 Carby Street Westwood MA 02090 N/A PC General Support 7500 Home for Little Wanderers 10 Guest Street Boston MA 02135 N/A PC General Support 10000 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 10000 Massachusetts Institute of Technology 77 Massachusetts Avenue Cambridge MA 02139 N/A PC General Support 1000301 NARAL Pro-Choice America Foundation 1725 Eye Street NW 900 Washington DC 20006 N/A PC General Support 10000 National Multiple Sclerosis Society 733 Third Avenue New York NY 10017 N/A PC General Support 10000 NPR 1111 North Capitol Street NE Washington DC 20002 N/A PC General Support 10000 Power Coalition for Equity & Justice 4930 Washington Avenue New Orleans LA 70125 N/A PC General Support 10000 Southern Poverty Law Center 400 Washington Avenue Montgomery AL 36104 N/A PC General Support 15000 Trustees of Boston University 881 Commonwealth Avenue Boston MA 02215 N/A PC WBUR 10000 UC Berkeley Foundation 1995 University Avenue 401 Berkeley CA 94704 N/A PC General Support 10000 Vital CXNs 133 Bridge Street Newton MA 02458 N/A PC General Support 10000 1442801 0 14 3635 14 404916 0 408551 0 408551 0 0 0 0 0 0 0 0 0 0 X X 1 Susan Lorber c/o Choate LLP PO Box 961019 Boston MA 02196 4489695 X X 1 Publicly Traded Securities 2989695 2022-12-20 Tax Preparation 2810 1405 1405 Statement of Explanation for Amended Tax Return: Form 990-PF, Box G After filing its 2022 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, 2022. A summary of the changes to the tax return as amended from its originally filed version is listed below:Part I, Line 3(b) (original) - $0Part I, Line 3(b) (amended) - $3,635Part I, Line 4(a) (original) - $402,201Part I, Line 4(a) (amended) - $404,916Part I, Line 4(b) (original) - $0Part I, Line 4(b) (amended) - $404,916Part I, Line 12(a) (original) - $4,895,531Part I, Line 12(a) (amended) - $4,898,246Part I, Line 12(b) (original) - 0Part I, Line 12(b) (amended) - $408,551Part I, Line 16b(b) (original) - $0Part I, Line 16b(b) (amended) - $1,405Part I, Line 16b(d) (original) - $0Part I, Line 16b(d) (amended) - $1,405Part I, Line 24(b) (original) - $0Part I, Line 24(b) (amended) - $1,405Part I, Line 24(d) (original) - $0Part I, Line 24(d) (amended) - $1,405Part I, Line 25(a) (original) - $1,442,743Part I, Line 25(a) (amended) - $1,442,801Part I, Line 25(d) (original) - $0Part I, Line 25(d) (amended) - $1,442,801Part I, Line 26(a) (original) - $1,445,553Part I, Line 26(a) (amended) - $1,445,611Part I, Line 26(b) (original) - $0Part I, Line 26(b) (amended) - $1,405Part I, Line 26(d) (original) - $0Part I, Line 26(d) (amended) - $1,444,206Part I, Line 27(a) (original) - $3,449,978Part I, Line 27(a) (amended) - $3,452,635Part I, Line 27(b) (original) - $0Part I, Line 27(b) (amended) - $407,146Part II, Line 2(b) (original) - $1,515,391Part II, Line 2(b) (amended) - $1,518,107Part II, Line 2(c) (original) - $1,515,391Part II, Line 2(c) (amended) - $1,518,107Part II, Line 10b(a) (original) - $3,390,195Part II, Line 10b(a) (amended) - $28,517,155Part II, Line 10b(b) (original) - $3,061,156Part II, Line 10b(b) (amended) - $28,806,369Part II, Line 10b(c) (original) - $26,801,525Part II, Line 10b(c) (amended) - $28,806,369Part II, Line 15(c) (original) - $7,560Part II, Line 15(c) (amended) - 0Part II, Line 16(a) (original) - $3,445,060Part II, Line 16(a) (amended) - $28,572,020Part II, Line 16(b) (original) - $4,576,547Part II, Line 16(b) (amended) - $28,324,476Part II, Line 26(a) (original) - $3,445,060Part II, Line 26(a) (amended) - $28,572,020Part II, Line 26(b) (original) - $4,576,547Part II, Line 26(b) (amended) - $28,324,476Part II, Line 29(a) (original) - $3,445,060Part II, Line 29(a) (amended) - $28,572,020Part II, Line 29(b) (original) - $4,576,547Part II, Line 29(b) (amended) - $28,324,476Part II, Line 30(a) (original) - $3,445,060Part II, Line 30(a) (amended) - $28,572,020Part II, Line 30(b) (original) - $4,576,547Part II, Line 30(b) (amended) - $28,324,476Part III, Line 1 (original) - $3,445,060Part III, Line 1 (amended) - $28,572,020Part III, Line 2 (original) - $3,449,978Part III, Line 2 (amended) - $3,452,635Part III, Line 3 (original) - $671,204Part III, Line 3 (amended) - $1,000,301Part III, Line 4 (original) - $7,566,242Part III, Line 4 (amended) - $33,024,956Part III, Line 5 (original) - $2,989,695Part III, Line 5 (amended) - $4,700,480Part III, Line 6 (original) - $4,576,547Part III, Line 6 (amended) - $28,324,476Part V, Line 1 (original) - $0Part V, Line 1 (amended) - $5,659Part V, Line 3 (original) - $0Part V, Line 3 (amended) - $5,659Part V, Line 5 (original) - $0Part V, Line 5 (amended) - $5,659Part V, Line 8 (original) - $0Part V, Line 8 (amended) - $128Part V, Line 9 (original) - $0Part V, Line 9 (amended) - $5,787Part VI-B, Line 1a(3) (original) - NoPart VI-B, Line 1a(3) (amended) - YesPart IX, Line 1a (original) - $0Part IX, Line 1a (amended) - $25,424,899Part IX, Line 1b (original) - $0Part IX, Line 1b (amended) - $269,851Part IX, Line 1d (original) - $0Part IX, Line 1d (amended) - $25,694,750Part IX, Line 3 (original) - $0Part IX, Line 3 (amended) - $25,694,750Part IX, Line 4 (original) - $0Part IX, Line 4 (amended) - $385,421Part IX, Line 5 (original) - $0Part IX, Line 5 (amended) - $25,309,329Part IX, Line 6 (original) - $0Part IX, Line 6 (amended) - $1,265,466Part X, Line 1 (original) - $0Part X, Line 1 (amended) - $1,265,466Part X, Line 2a (original) - $0Part X, Line 2a (amended) - $5,659Part X, Line 2c (original) - $0Part X, Line 2c (amended) - $5,659Part X, Line 3 (original) - $0Part X, Line 3 (amended) - $1,259,807Part X, Line 5 (original) - $0Part X, Line 5 (amended) - $1,259,807Part X, Line 7 (original) - $0Part X, Line 7 (amended) - $1,259,807Part XI, Line 1a (original) - $0Part XI, Line 1a (amended) - $1,444,206Part XI, Line 4 (original) - $0Part XI, Line 4 (amended) - $1,444,206Part XII, Line 1 (original) - $0Part XII, Line 1 (amended) - $1,259,807Part XII, Line 3a (original) - $0Part XII, Line 3a (amended) - $715,857Part XIII, Line 3b (original) - $0Part XII, Line 3b (amended) - $798,001Part XIII, Line 3c (original) - $0Part XII, Line 3c (amended) - $813,203Part XIII, Line 3d (original) - $0Part XII, Line 3d (amended) - $2,781,802Part XII, Line 3e (original) - $0Part XII, Line 3e (amended) - $610,225Part XII, Line 3f (original) - $0Part XII, Line 3f (amended) - $5,719,088Part XII, Line 4 (original) - $0Part XII, Line 4 (amended) - $1,444,206Part XII, Line 4d (original) - $0Part XII, Line 4d (amended) - $1,259,807Part XII, Line 4e (original) - $0Part XII, Line 4e (amended) - $184,399Part XII, Line 6a (original) - $0Part XII, Line 6a (amended) - $5,903,487Part XII, Line 8 (original) - $0Part XII, Line 8 (amended) - $715,857Part XII, Line 9 (original) - $0Part XII, Line 9 (amended) - $5,187,630Part XII, Line 10a (original) - $0Part XII, Line 10a (amended) - $798,001Part XII, Line 10b (original) - $0Part XII, Line 10b (amended) - $813,203Part XII, Line 10c (original) - $0Part XII, Line 10c (amended) - $2,781,802Part XIII, Line 10d (original) - $0Part XII, Line 10d (amended) - $610,225Part XII, Line 10e (original) - $0Part XII, Line 10e (amended) - $184,399Part XIV, Line 1a (original) - BlankPart XIV, Line 1a (amended) - Sarah Jane Lorber disclosedPart XIV, Line 3a - grant amount paid to MIT (original) - $1,000,243Part XIV, Line 3a - grant amount paid to MIT (amended) - $1,000,301Part XV-A, Line 3(b) (original) - $3,635Part XV-A, Line 3(b) (amended) - $0Part XV-A, Line 3(d) (original) - $0Part XV-A, Line 3(d) (amended) - $3,635Part XV-A, Line 4(b) (original) - $402,201Part XV-A, Line 4(b) (amended) - $0Part XV-A, Line 4(d) (original) - $0Part XV-A, Line 4(d) (amended) - $404,916Part XV-A, Line 12(b) (original) - $405,836Part XV-A, Line 12(b) (amended) - $0Part XV-A, Line 12(d) (original) - $0Part XV-A, Line 12(d) (amended) - $408,551Part XV-A, Line 13 (original) - $405,836Part XV-A, Line 13 (amended) - $408,551 10500 shares AMZN 884100 884100 2000 shares MCD 527060 527060 4880 shares GOOG 433002 433002 6600 shares AFL 474804 474804 2085 shares AMGN 547605 547605 122840 shares ADI 20149445 20149445 16456 shares AAPL 2140871 2140871 6878 shares MSFT 1649482 1649482 Current year unrealized loss on investments 1710785 Book-to-tax adjustment for receipt of donated securities 2989695 Unrealized gain on donated securities 1000301 Susan Lorber c/o Choate LLP PO Box 961019 Boston MA 02196