2024-04-03T12:50:21-05:00 2022-12-31 043245662 DAVIES & MONAHAN PC 1 BATTERYMARCH PARK STE 101 QUINCY MA 021697454 990PF 2022-01-01 016220476 ANNE AND PAUL MARCUS FAMILY FOUNDATION ANNE 6175565200 201 WASHINGTON ST STE 2100 BOSTON MA 02108 PAUL MARCUS TRUSTEE 6175565200 2024-04-03 1 PAUL MARCUS 999009999 0 SUZANNE M MONAHAN P00077791 6177699600 2024-04-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 1713634 X 517459 21664 21664 -32801 2771831 470472 506322 492136 0 0 0 574 287 287 21062 621 20441 10500 0 500 32136 908 21228 1253914 1253914 1286050 908 1275142 -779728 491228 148703 146922 146922 2252057 0 0 16257 0 0 63991 1554358 1566712 2481008 1701280 1713634 0 0 X 0 0 0 0 2481008 1701280 2481008 1701280 2481008 1701280 2481008 -779728 0 1701280 0 1701280 53,242.256 SHARES PUTNAM ULTRA SHORT DURATION INCOME P 2022-12-31 533503 537059 -3556 -3556 1029 SHARES ALECTOR INC COM D 2013-10-10 2022-11-28 7903 940 6963 6963 171814.15 SHARES PUTNAM ULTRA SHORT DURATION INCOME P 2022-12-31 1716995 1733604 -16609 -16609 3087 SHARES MODERNA INC COM D 2010-12-13 2022-05-18 422817 101 422716 422716 583 SHARES SCHOLAR ROCK HLDG CORP D 2012-10-10 2022-01-04 13872 1664 12208 12208 SPDR GOLD TR GOLD FRACTION SHARES P 2022-12-31 275 254 21 21 4492 SHARES 1LIFE HEALTHCARE INC. COM D 2022-08-11 76466 27737 48729 48729 470472 6828 0 6828 0 6828 8717 0 3250 0 11967 0 5139 5139 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A THE CORPORATION 6175565200 201 WASHINGTON STREET SUITE 2100 BOSTON MA 02108 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANNE P MARCUS 77 HEATH STREET BROOKLINE MA 02445 TRUSTEE 8.00 0 0 0 PAUL R MARCUS 77 HEATH STREET BROOKLINE MA 02445 TRUSTEE 2.00 0 0 0 RICHARD R RUDMAN C/O DLA PIPER 33 ARCH STREET BOSTON MA 02110 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 CONSULTING ON THE FOUNDATION'S PHILANTHROPIC ACTIVITIES 20441 0 1969314 220564 0 2189878 0 0 2189878 32848 2157030 107852 107852 6828 6828 101024 0 101024 0 101024 1275142 0 1275142 101024 0 0 0 1275142 0 0 0 101024 1174118 0 0 1174118 0 0 0 0 0 0 0 1174118 1174118 ANNE P MARCUS PAUL R MARCUS PAUL R MARCUS ONE BOSTON PLACE 201 WASHINGTON ST STE 2100 BOSTON MA 02108 6175565200 LETTER OUTLINING NEED AND USE OF FUNDS NONE THE FOUNDATION FAVORS PROGRAMS BENEFITING CHILDREN BEST BUDDIES 100 SOUTHEAST SECOND STREET SUITE 2200 MIAMI FL 33131 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 1000 BOSTON ARTS ACADEMY FOUNDATION 174 IPSWICH STREET BOSTON MA 02215 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 5000 BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVENUE BOSTON MA 02115 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 25000 BIOBUS INC 1361 AMSTERDAM AVE STE 340 NEW YORK NY 10027 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 51414 BRIDGE BOSTON FOUNDATION 435 WARREN STREET ROXBURY MA 02119 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 5000 THE CATHOLIC SCHOOLS FOUNDATION 67 BATTERYMARCH ST 6TH FLOOR BOSTON MA 02110 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 12000 FAMILIES FIRST PARENTING PROGRAMS 50 HUTE STREET SUITE 320 WATERTOWN MA 02472 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 6000 CHAPEL HAVEN SCHLEIFER CENTER 1040 WHALLEY AVENUE NEW HAVEN CT 06515 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 10000 FRANCISCAN CHILDREN'S 30 WARREN ST BRIGHTON MA 02135 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 10000 COURAGEOUS PARENTS NETWORK 21 ROCHESTER ROAD NEWTON MA 02458 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 1500 FUSE CORP ONE EMBARCADERO CENTER UNIT 26070 SAN FRANCISCO CA 94111 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 500 DANA FARBER MARATHON CHALLENGE 10 BROOKLINE PLACE WEST 6TH FL BROOKLINE MA 02445 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 125 EDVESTORS 142 BERKELEY ST STE 410 BOSTON MA 02116 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 5000 HOME FOR LITTLE WANDERERS 10 GUEST STREET BOSTON MA 02135 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 2500 EXCEPTIONAL LIVES 77 HEATH STREET BROOKLINE MA 02445 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 650000 JCC OF GREATER BOSTON 333 NAHANTON ST NEWTON MA 02459 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 1500 HARVARD UNIVERSITY PO BOX 419209 BOSTON MA 02241 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 40000 HEADSTRONG 232 GREEN AVE HOLMES PA 19043 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 1000 MASSACHUSETTS WONDERFUND INC 600 WASHINGTON ST 6TH FLOOR BOSTON MA 02111 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 25000 JCC OF GREATER NEW HAVEN 360 AMITY RD WOODBRIDGE CT 06525 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 5000 JEWISH FAMILY & CHILDREN'S SERVICES 1430 MAIN STREET WALTHAM MA 02451 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 2500 METROMORPHOSIS 4163 NORTH BLVD BATON ROUGE LA 70806 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 20000 MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 250 MASSACHUSETTS INSTITUTE OF TECHNOLOGY PO BOX 41926 BOSTON MA 02241 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 250000 MCGOVERN INSTITUTE FOR BRAIN RESEARCH AT MIT 77 MASSACHUSETTS AVE 46-3160 CAMBRIDGE MA 02138 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 1500 MEDFIELD FOUNDATION INC PO BOX 745 MEDFIELD MA 02052 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 250 MSPCA-ANGELL 350 SOUTH HUNTINGTON AVE BOSTON MA 02130 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 12000 PAN MASS CHALLENGE 77 4TH NEEDHAM MA 02494 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 3500 SOCIAL INNOVATION FORUM 2 OLIVER STREET BOSTON MA 02109 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 7500 THE ANDY BOVIN MEMORIAL FUND 525 PARK AVENUE PENTHOUSE A NEW YORK NY 10065 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 1000 THE ANGEL FUND FOR ALS RESEARCH 649 MAIN ST WAKEFIELD MA 01880 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 125 THE CHILDREN'S TRUST INC 55 COURT STREET 4TH FLOOR BOSTON MA 02108 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 55000 NEW PROFIT 99 BEDFORD ST SUITE 500 BOSTON MA 02111 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 12000 THE PARK SCHOOL 171 GODDARD AVE BROOKLINE MA 02445 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 17000 PANCREATIC CANCER ACTION NETWORK 1500 ROSECRANS AVE SUITE 200 MANHATTAN BEACH CA 90266 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 250 VOLUNTEER VENTURES MA 4 BRYANT RD LEXINGTON MA 02420 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 250 PIONEER INSTITUTE 185 DEVONSHIRE ST SUITE 1101 BOSTON MA 02110 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 7500 YOUTH VILLAGES INC 3320 BROTHER BLVD MEMPHIS TN 38133 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 5000 BOSTON AREA RAPE CRISIS CENTER 99 BISHOP ALLEN DR CAMBRIDGE MA 02139 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 750 1253914 0 14 21664 18 -32802 0 -11138 0 -11138 4 DIVIDENDS ON FOUNDATION ENDOWMENT 8 GAIN/LOSS ON TRADING OF FOUNDATION SECURITIES 0 0 0 0 0 0 0 0 0 0 X X 1 ANNE AND PAUL MARCUS 77 HEATH STREET BROOKLINE MA 02445 432828 X 2 ANNE AND PAUL MARCUS 77 HEATH STREET BROOKLINE MA 02445 76589 X 3 ANNE AND PAUL MARCUS 77 HEATH STREET BROOKLINE MA 02445 8042 X 1 3087 SHARES MODERNA 432828 2022-05-18 2 4492 SHARES 1 LIFE HEALTHCARE 76589 2022-08-11 3 1029 SHARES ALECTOR 8042 2022-11-25 ACCOUNTING FEES 574 287 287 SPDR GOLD TR AT COST 63173 69043 FIDELITY TREASURY BILLS AT COST 1491185 1497669 FEDERAL TAXES 10000 0 0 STATE FILING FEES 500 0 500 INVESTMENT FEES 621 621 0 CONSULTING FEES 20441 0 20441