2024-01-16T13:56:54-06:00 2023-02-28 043236498 WALTER SHUFFAIN PC ONE INTERNATIONAL PLACE SUITE 1010 BOSTON MA 02110 990PF 2022-03-01 043226725 KARP FAMILY FOUNDATION STEPHEN R AND JILL E KARP TRUSTEES KARP 6179658700 CO NED 75 PARK PLAZA THIRD FLOOR BOSTON MA 02116 STEPHEN KARP TRUSTEE 6179658700 2024-01-16 1 STEPHEN KARP XXX-XX-XXXX 0 ANGELA PARZIALE P00852403 6174472700 2024-01-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 852467 X 1638020 2135 2135 918 918 3100978 4750726 3100978 4742051 3104031 0 0 0 20000 0 0 50964 41268 0 70964 41268 0 4426490 4426490 4497454 41268 4426490 244597 3062763 122360 425243 425243 482510 427224 427224 604870 852467 852467 17685 20685 17685 20685 X 94 94 0 0 587091 831688 587185 831782 604870 852467 587185 244597 0 831782 0 831782 FIDELITY TRANSACTIONS: MARCH 2022 TO FEB 2023 D 4494530 1433149 3061381 3061381 FIDELITY TRANSACTIONS: MARCH 2022 TO FEB 2023 D 256192 211386 44806 44806 WOCSTAR FUND I LLC P 5213 -5213 -5213 CAPITAL GAINS DIVIDENDS P 4 4 4 3100978 42572 0 42572 0 42572 13360 0 62000 0 75360 X 0 32788 32788 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 1 0 0 1 N/A THE KARP FAMILY FOUNDATION 6179658700 75 PARK PLAZA THIRD FLR BOSTON MA 02116 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN R KARP 3 POSSUM ROAD WESTON MA 02493 TRUSTEE 0.20 0 0 0 JILL E KARP 3 POSSUM ROAD WESTON MA 02493 TRUSTEE 0.20 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 48729 1291708 411478 1751915 0 0 1751915 26279 1725636 86282 86282 42572 42572 43710 0 43710 0 43710 4426490 0 4426490 43710 0 0 3332043 3937354 2830832 1938167 1477891 13516287 4426490 0 0 0 43710 4382780 0 0 17899067 0 0 0 0 0 0 3332043 14567024 3937354 2830832 1938167 1477891 4382780 STEPHEN R KARP X BIOMEDICAL SCIENCE CAREERS PROGRAM 164 LONGWOOD AVE BOSTON MA 02115 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 25000 BOSTON CHILDREN'S HOSPITAL 401 PARK DR STE 602 BOSTON MA 02215 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1990000 BOSTON MEDFLIGHT 150 HANSCOM DRIVE BEDFORD MA 01730 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 50000 BOSTON MEDICAL CENTER 801 MASSACHUSETTS AVE 1ST FLOOR BOSTON MA 02118 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 50000 BOSTON UNIVERSITY 595 COMMONWEALTH AVE STE 700 BOSTON MA 02215 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 25000 BOSTON YOUTH SANCTUARY 2216 DORCHESTER AVE DORCHESTER CENTER MA 02124 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 990000 BRIDGE OVER TROUBLED WATERS 47 WEST STREET BOSTON MA 02111 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 CAPE ANN MUSEUM 27 PLEASANT STREET GLOUCESTER MA 01930 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 CHILDRENS TRUST INC 55 COURT ST FL 4 BOSTON MA 02108 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON MA 02110 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 510000 DANA-FARBER CANCER INSTITUTE PO BOX 3324 PALM BEACH FL 33480 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 25000 HOLOCAUST MEMORIAL MUSEUM 60 EAST 42ND STREET SUITE 1000 NEW YORK NY 10165 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 HOSPITALITY HOMES INC PO BOX 15265 BOSTON MA 02215 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 33333 MAYYIM HAYYIM LIVING 1838 WASHINGTON ST NEWTON MA 02466 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 MT AUBURN HOSPITAL 330 MT AUBURN ST CAMBRIDGE MA 02138 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 25000 MUSEUM OF FINE ARTS 465 HUNTINGTON AVE BOSTON MA 02115 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 12000 NANTUCKET BOYS AND GIRLS CLUB PO BOX 269 NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 800 NANTUCKET CONSERVATION FOUNDATION PO BOX 12 NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 NANTUCKET COTTAGE HOSPITAL 57 PROSPECT ST NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 250000 NANTUCKET FILM FOUNDATION INC 228 PARK AVE S 83799 NEW YORK NY 10003 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 7500 NANTUCKET LIGHTHOUSE SCHOOL 1 RUGGED ROAD NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 NEWTON WELLESLEY HOSPITAL 2014 WASHINGTON ST NEWTON MA 02462 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 12500 NICKLAUS CHILDRENS HEALTH CARE 11780 US HIGHWAY ONE SUITE 105 NORTH PALM BEACH FL 33408 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 PERKINS SCHOOL FOR THE BLIND 175 N BEACON ST WATERTOWN MA 02472 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 25000 THE BOSTON FOUNDATION 75 ARLINGTON ST BOSTON MA 02116 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 20000 THE JOEY FUND 220 NORTH MAIN ST STE 104 NATICK MA 01760 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 50000 THEATRE WORKSHOP OF NANTUCKET INC PO BOX 1297 NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 35000 UNION COLLEGE 807 UNION ST SCHENECTADY NY 12308 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 142857 UNITED WAY PO BOX 412866 BOSTON MA 02241 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 77500 4426490 0 14 2135 14 918 18 3100978 0 3104031 0 3104031 3 INVESTMENT INCOME 4 INVESTMENT INCOME 7 INVESTMENT INCOME 8 INVESTMENT INCOME 0 0 0 0 0 0 0 0 0 0 X X 1 STEPHEN R KARP 75 PARK PLAZA THIRD FLR BOSTON MA 02116 1638020 X 1 5,902 SHARES OF ISHARES GOLD TR 219554 2022-03-24 1 1,491 VARIOUS SECURITIES HELD AT FIDELITY 198970 2022-04-21 1 4,300 SHARES OF DODGE & COX INTERNATIONAL STOCK FUND 200724 2022-06-08 1 4,700 SHARES OF DODGE & COX INTERNATIONAL STOCK FUND 200502 2022-08-02 1 16,116 VARIOUS SECURITIES HELD AT FIDELITY 336472 2022-09-01 1 5,424 SHARES OF DODGE & COX INTERNATIONAL STOCK FUND 209572 2022-09-23 1 224 SHARES OF ADVANCED DRAINAGE SYSTEMS INC 18637 2022-11-04 1 8,450 SHARES VANECK GOLD MINERS ETF 245642 2022-12-09 1 458 VARIOUS SECURITIES HELD AT FIDELITY 64905 2022-12-12 1 15,963 SHARES OF NORTHEAST BANK 712269 2022-12-15 1 3,155 VARIOUS SECURITIES HELD AT FIDELITY 311922 2022-12-21 1 23,142 VARIOUS SECURITIES HELD AT FIDELITY 2001051 2022-12-28 INVESTMENT IN GS PEP 2005 OFFSH AT COST 15746 15746 INVESTMENT IN WOCSTAR FUND AT COST 411478 411478 OFFICE EXPENSE 9696 0 0 INVESTMENT EXPENSES 31755 31755 0 INVESTMENT LOSS FROM K-1 9513 9513 0 STEPHEN R KARP 3 POSSUM ROAD WESTON MA 02493 FEDERAL TAXES 20000 0 0