2025-06-04T18:00:24-05:00 2024-12-31 042620388 COLES & BODOIN LLP 75 SECOND AVENUE NEEDHAM MA 02494 990PF 2024-01-01 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 2025-05-22 1 0 ALAN W LAPIERRE CPA P00113727 7814551400 2025-05-22 2024 2025-03-06 01:10:19Z X 6163836 X 442060 166063 166063 149433 1380381 149433 757556 315496 0 0 0 4900 0 4900 30602 30602 0 6378 2913 265 10 0 10 41890 33515 5175 211000 211000 252890 33515 216175 504666 281981 204878 79499 79499 2446204 2753277 3836469 1052875 798811 764859 671280 1171494 1483009 4375237 4803081 6163836 0 0 X 0 0 0 0 4375237 4803081 4375237 4803081 4375237 4803081 4375237 504666 0 4879903 76822 4803081 6,674.571 SHS BAILLIE GIFFORD INTERNATIONAL GROWTH I P 2024-01-18 79017 105073 -26056 -26056 20.446 SHS BAILLIE GIFFORD INTERNATIONAL GROWTH I P 2023-12-28 2024-01-18 242 254 -12 -12 5,521.847 SHS DOUBLELINE TOTAL RETURN BOND I P 2024-08-28 49803 47712 2091 2091 8,322.703 SHS DOUBLELINE TOTAL RETURN BOND I P 2024-08-28 75065 87949 -12884 -12884 19.625 SHS DFA US TARGETED VALUE I P 2024-03-27 2024-05-22 643 648 -5 -5 193.899 SHS DFA US TARGETED VALUE I P 2023-01-20 2024-05-22 6357 5602 755 755 159.177 SHS DFA INTERNATIONAL CORE EQUITY I P 2024-05-22 2024-12-19 22562 23975 -1413 -1413 1,479.093 SHS DFA INTERNATIONAL CORE EQUITY I P 2024-09-27 2024-12-19 2428 2428 0 0 19.421 SHS DFA US LARGE CAP VALUE I D 2024-03-27 2024-05-22 942 952 -10 -10 289.936 SHS DFA US LARGE CAP VALUE I D 2023-01-20 2024-05-22 14058 12439 1619 1619 11,117.697 SHS DFA US LARGE COMPANY I D 2024-05-22 392000 212893 179107 179107 121.649 SHS DFA US LARGE COMPANY I D 2024-12-10 2024-12-19 4728 4864 -136 -136 521.355 SHS DFA US LARGE COMPANY I D 2023-12-11 2024-12-19 20262 15964 4298 4298 384.406 SHS AMERICAN FUNDS WASHINGTON MUTUAL P 2022-01-07 2024-05-22 24000 22967 1033 1033 10,996.452 SHS JPMORGAN TOTAL RETURN I P 2024-04-22 94561 97178 -2617 -2617 1,330.292 SHS JPMORGAN TOTAL RETURN I P 2021-02-09 2024-04-22 11439 14116 -2677 -2677 212.715 SHS JPMORGAN TOTAL RETURN I P 2024-08-28 1914 1833 81 81 11,229.839 SHS JPMORGAN TOTAL RETURN P 2024-08-28 101059 111211 -10152 -10152 34.251 SHS JPMORGAN TOTAL RETURN I P 2021-02-09 2024-09-03 309 363 -54 -54 1,398.882 SHS PIMCO INCOME INSTL P 2017-08-29 2024-08-28 15000 16803 -1803 -1803 29.081 SHS T ROWE PRICE INTERNATIONAL DISCOVERY I P 2023-12-14 2024-01-18 1766 1785 -19 -19 1,264.192 SHS T ROWE PRICE INTERNATIONAL DISCOVERY I P 2024-01-18 76762 74865 1897 1897 16,586.341 SHS VANGUARD SHORT TERM BOND INDEX ADM P 2024-08-28 170000 179153 -9153 -9153 293.200 SHS VANGUARD SHORT TERM INVESTMENT GRADE ADM P 2024-08-28 3049 2981 68 68 9,488.051 SHS VANGUARD SHORT TERM INVESTMENT GRADE ADM P 2024-08-28 98666 100845 -2179 -2179 212.940 SHS VANGUARD ULTRA SHORT TERM BOND ADMIRAL P 2024-08-28 4284 4236 48 48 4,140.133 SHS VANGUARD ULTRA SHORT TERM BOND ADMIRAL P 2024-08-28 83290 81859 1431 1431 CAPITAL GAINS DIVIDENDS P 26175 26175 26175 149433 3920 0 3920 0 3920 3674 0 4300 0 7974 X 0 4054 4054 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 5637270 75520 0 5712790 0 0 5712790 85692 5627098 281355 281355 3920 3920 277435 0 277435 0 277435 216175 0 216175 277435 212953 0 0 216175 212953 0 0 3222 0 0 0 0 0 0 0 0 274213 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 ALAMEDA BOYS & GIRLS CLUB PO BOX 1069 ALAMEDA CA 94501 NONE PUBLIC CHARITY CHARITABLE. 2000 ALAMEDA COUNTY COMMUNITY FOOD BANK PO BOX 2599 OAKLAND CA 94614 NONE PUBLIC CHARITY CHARITABLE. 4000 AMERICAN COLLEGE OF SPORTS MEDICINE 6410 TELECOM DRIVE 200 INDIANAPOLIS IN 46278 NONE PUBLIC CHARITY CHARITABLE. 3000 BOSTON BALLET 19 CLARENDON STREET BOSTON MA 02116 NONE PUBLIC CHARITY CHARITABLE. 5000 ANGELL MEMORIAL HOSPITAL 350 SOUTH HUNTINGTON AVE BOSTON MA 02130 NONE PUBLIC CHARITY CHARITABLE. 10000 THE BATTERY FOUNDATION 717 BATTERY STREET SAN FRANCISCO CA 94111 NONE PUBLIC CHARITY CHARITABLE 4000 AFTER THE FIRE 19201 SONOMA HWY 224 SONOMA CA 95476 NONE PUBLIC CHARITY CHARITABLE. 5000 BOSTON CONSERVATORY AT BERKLEE 8 FENWAY BOSTON MA 02215 NONE PUBLIC CHARITY CHARITABLE 7000 BROOKLINE COMMUNITY FOUNDATION 40 WEBSTER PLACE 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 20000 CONSERVATION SOCIETY OF CA DBA OAKLAND ZOO PO BOX 5238 OAKLAND CA 94605 NONE PUBLIC CHARITY CHARITABLE. 2000 GEENA DAVIS INSTITUTE 578 WASHINGTON BLVD 672 MARINA DEL REY CA 90292 NONE PUBLIC CHARITY YOUTH LEADERSHIP AND EDUCATION 2000 GIFFORD FOUNDATION 126 M SALINA ST 310 SYRACUSE NY 13202 NONE PUBLIC CHARITY YOUTH LEADERSHIP AND EDUCATION 5000 GLOBAL GIVING 1 THOMAS CIRCLE NW SUITE 800 WASHINGTON DC 20005 NONE PUBLIC CHARITY CHARITABLE 9000 HARVARD CATHOLIC CENTER 29 MOUNT AUBURN ST CAMBRIDGE MA 02138 NONE PUBLIC CHARITY YOUTH RELIGIOUS EDUCATION 1000 INTERLOCHEN CENTER FOR THE ARTS 4000 J MADDY PKWY INTERLOCHEN MI 49643 NONE PUBLIC CHARITY YOUTH LEADERSHIP AND EDUCATION 2000 BOSTON CHILDRENS HOSPITAL ENDOWMENT FUND 265 FRANKLIN ST SUITE 405 BOSTON MA 02110 NONE PUBLIC CHARITY CHARITABLE. 50000 ST BEDE ACADEMY 24 W US HWY 6 PERU IL 61354 NONE PUBLIC CHARITY CHARITABLE. 30000 TAKING THE REINS 4004 VERDANT ST 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 HARVARD MEDICAL SCHOOL 25 SHATTUCK ST BOSTON MA 02115 NONE PUBLIC CHARITY CHARITABLE. 5000 HELP HOPE LIVE 2 RADNOR CORPORATE CENTER SUITE 100 RADNOR PA 19087 NONE PUBLIC CHARITY CHARITABLE. 10000 WILDLANDS NETWORK PO BOX 243 SALT LAKE CITY UT 84110 NONE PUBLIC CHARITY CHARITABLE. 7000 XV FOUNDATION 5959 WATAUGA BEACH DRIVE EAST PORT ORCHARD WA 98366 NONE PUBLIC CHARITY CHARITABLE. 2000 INTERNATIONAL ASSOCIATION FOR DANCE MEDICINE AND SCIENCE 13918 E MISSISSIPPI AVE AURORA CO 80012 NONE PUBLIC CHARITY CHARITABLE. 1000 GIRLS INC OF THE ISLAND CITY 1724 SANTA CLARA AVE ALAMEDA CA 94501 NONE PUBLIC CHARITY CHARITABLE. 1000 CENTER FOR INDEPENDENT DOCUMENTARY 55 GREEN STREET NEWTON MA 02495 NONE PUBLIC CHARITY CHARITABLE. 15000 211000 0 14 166063 18 149433 0 315496 0 315496 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 272160 X 2 LYLE J MICHELI MD 319 LONGWOOD AVE 2ND FLOOR BOSTON MA 02115 169900 X 1 7,000 SHARES DFA US LARGE COMPANY 272160 2024-12-20 ACCOUNTANT 4900 0 4900 BOND FUNDS 798811 764859 EQUITY FUNDS 2753277 3836469 OTHER ASSETS AT COST 1171494 1483009 FMV/TAX BASIS ADJUSTMENT 76822 POSTAGE 10 0 10 INVESTMENT ADVISOR 30602 30602 0 STATE FILING FEE 250 0 250 FOREIGN TAXES 2913 2913 0 FEDERAL EXCISE TAX 3200 0 0 ANNUAL REPORT 15 0 15