2024-11-07T12:58:32-06:00 2023-12-31 043245662 DAVIES & MONAHAN PC 1 BATTERYMARCH PARK STE 101 QUINCY MA 021697454 990PF 2023-01-01 016220476 ANNE AND PAUL MARCUS FAMILY FOUNDATION ANNE 6175565200 201 WASHINGTON ST STE 2100 BOSTON MA 02108 PAUL MARCUS TRUSTEE 6175565200 2024-10-24 1 0 SUZANNE M MONAHAN P00077791 6177699600 2024-10-24 2023 2024-10-15 13:58:12Z X 2093720 X 2332950 62654 62654 -45404 1039980 269913 2350200 332567 0 0 0 5935 0 0 291 0 0 354 0 0 3250 0 0 9830 0 0 1967500 1967500 1977330 0 1967500 372870 332567 146922 1768189 1768189 1491185 249254 247725 63173 62669 77806 1701280 2080112 2093720 0 0 X 0 0 0 0 1701280 2080112 1701280 2080112 1701280 2080112 1701280 372870 5962 2080112 0 2080112 14 SHARES OF REPLIGEN CORP D 2023-04-27 2023-07-26 2448 2448 2448 250,000 UNITS OF US TREASURY SER BH 4.25% P 2022-09-28 2023-07-03 246694 250417 -3723 -3723 251,000 UNITS OF US TREASURY SER BH 4.25% P 2022-09-28 2023-07-11 247628 251412 -3784 -3784 250,000 UNITS OF US TREASURY SER BH 4.25% P 2022-09-28 2023-09-13 247012 250353 -3341 -3341 1029 SHARES OF ALECTOR INC COM D 2013-10-10 2023-08-13 5804 936 4868 4868 SPDR GOLD TR GOLD SHS P 2023-12-31 291 251 40 40 2,262 SHARES OF MODERNA INC COM D 2010-12-13 2023-09-21 226945 20 226925 226925 2,807 SHARES OF SANA BIOTECHNOLOGY INC COM D 2017-05-12 2023-09-20 12100 3677 8423 8423 138 SHARES OF SCHOLAR ROCK HLDG CORP D 2012-10-10 2023-11-29 1648 394 1254 1254 358 SHARES OF SCHOLAR ROCK HLDG CORP D 2013-10-07 2023-11-29 4275 1228 3047 3047 533 SHARES OF SCHOLAR ROCK HLDG CORP D 2013-10-07 2023-11-29 6364 1828 4536 4536 184 SHARES OF SCHOLAR ROCK HLDG CORP D 2013-10-07 2023-12-20 3468 631 2837 2837 1,044 SHARES OF SCHOLAR ROCK HLDG CORP D 2015-02-12 2023-12-20 19678 4113 15565 15565 568 SHARES OF SCHOLAR ROCK HLDG CORP D 2015-09-21 2023-12-20 10706 2573 8133 8133 261 SHARES OF SCHOLAR ROCK HLDG CORP D 2015-12-18 2023-12-20 4919 2234 2685 2685 269913 4623 0 4623 0 4623 0 0 9500 0 9500 269 4608 4608 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 SUPPORT FOR FAMILIES CARING FOR CHILDREN OR ADULTS WITH DISABILITIES AND HELPING FAMILIES TO ACCESS THE RESOURCES NEEDED TO ACCESS INFORMATION AND PROVIDE CARE FOR FAMILY MEMBERS WITH NEURODEVELOPMENTAL, INTELLECTUAL, PHYSICAL AND LEARNING DISABILITIES. 0 0 918089 345660 0 1263749 0 0 1263749 18956 1244793 62240 62240 4623 4623 57617 0 57617 0 57617 1967500 0 1967500 57617 0 0 1174118 1174118 1967500 0 0 0 57617 1909883 0 0 3084001 0 0 0 0 0 0 0 3084001 1174118 1909883 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 CAMP JABBERWOCKY PO BOX 1357 VINEYARD HAVEN MA 02568 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 1000 CHAPEL HAVEN SCHLEIFER CENTER 1040 WHALLEY AVENUE NEW HAVEN CT 06515 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 10000 COMBINED JEWISH PHILANTHROPIC 166 HIGH STREET BOSTON MA 02110 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 25000 DANA FARBER PO BOX 849168 BOSTON MA 02284 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 2500 EXCEPTIONAL LIVES 77 HEATH STREET BROOKLINE MA 02445 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 825000 FAMILIES FIRST PARENTING PROGRAMS 50 HUTE STREET SUITE 320 WATERTOWN MA 02472 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 3000 FURNACE BROOK FARM THERAPEUTIC EQUESTRIAN CENTER 253 SANDY HILL DR MARSHFIELD MA 02050 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 1000 HARVARD UNIVERSITY PO BOX 419209 BOSTON MA 02241 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 35000 ISLAND DOLPHIN CARE 150 LORELANE PLACE KEY LARGO FL 33037 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 5000 JCC OF GREATER NEW HAVEN 360 AMITY RD WOODBRIDGE CT 06525 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 15000 MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 25000 MASSACHUSETTS INSTITUTE OF TECHNOLOGY PO BOX 41926 BOSTON MA 02241 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 800000 MCGOVERN INSTITUTE FOR BRAIN RESEARCH AT MIT 77 MASSACHUSETTS AVE 46-3160 CAMBRIDGE MA 02138 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 1500 MEDICARE RIGHTS CENTER 266 WEST 37TH STREET 3RD FLOOR NEW YORK NY 10018 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 2500 METROMORPHOSIS 4163 NORTH BLVD BATON ROUGE LA 70806 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 12000 MSPCA-ANGELL 350 SOUTH HUNTINGTON AVE BOSTON MA 02130 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 2500 NEW COMMONWEALTH RACIAL 67 KEMBLE STREET SUITE 33 TOXBURY MA 02119 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 30000 PAN MASS CHALLENGE 77 4TH NEEDHAM MA 02494 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 2000 PIONEER INSTITUTE 185 DEVONSHIRE ST SUITE 1101 BOSTON MA 02110 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 10000 RIAAN RESEARCH INITIATIVE 6123 224TH STREET OAKLAND GARDENS NY 11364 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 12500 SOCIAL INNOVATION FORUM 2 OLIVER STREET BOSTON MA 02109 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 5000 SQUASHBUSTERS 795 COLUMBUS AVE BOSTON MA 02120 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 500 SUSAN F SMITH CENTER FOR WOMEN 450 BROOKLINE AVENUE BOSTON MA 02215 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 50000 SUSAN G KOMEN 3 DAY 450 BROOKLINE AVENUE BOSTON MA 02215 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 1000 THE ANDY BOVIN MEMORIAL FUND 525 PARK AVENUE PENTHOUSE A NEW YORK NY 10065 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 1000 THE CATHOLIC SCHOOLS FOUNDATION 67 BATTERYMARCH ST 6TH FLOOR BOSTON MA 02110 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 5000 THE CHILDREN'S TRUST INC 55 COURT STREET 4TH FLOOR BOSTON MA 02108 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 53000 THE COREY C GRIFFIN CHARITABLE 205 NEWBURY ST 410 FRAMINGHAM MA 01701 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 1000 THE PARK SCHOOL 171 GODDARD AVE BROOKLINE MA 02445 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 20000 TRINITY BOSTON CONNECTS 206 CLARENDON STREET BOSTON MA 02116 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 3000 WGBHBEACON CIRCLE 1 GUEST ST BOSTON MA 02135 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 2500 YOUTH VILLAGES INC 3320 BROTHER BLVD MEMPHIS TN 38133 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 5000 1967500 0 14 62654 18 -45404 0 17250 0 17250 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 2461 X 2 ANNE AND PAUL MARCUS 77 HEATH STREET BROOKLINE MA 02445 7096 X 3 ANNE AND PAUL MARCUS 77 HEATH STREET BROOKLINE MA 02445 15719 X 4 ANNE AND PAUL MARCUS 77 HEATH STREET BROOKLINE MA 02445 256907 X 5 ANNE AND PAUL MARCUS 77 HEATH STREET BROOKLINE MA 02445 12106 X 6 ANNE AND PAUL MARCUS 77 HEATH STREET BROOKLINE MA 02445 38661 X 7 PAUL MARCUS 77 HEATH STREET BROOKLINE MA 02445 2000000 X 1 14 SHARES OF REPLIGEN 2461 2023-07-24 2 1,029 SHARES OF ALECTOR INC COM 7096 2023-08-22 3 2,807 SHARES OF SANA BIOTECHNOLOGY INC COM 15719 2023-09-12 4 2,262 SHARES OF MODERNA 256907 2023-09-15 5 1,029 SHARES OF SCHOLAR ROCK HOLDINGS CORP 12106 2023-11-28 6 2,057 SHARES OF SCHOLAR ROCK HOLDINGS CORP 38661 2023-12-19 ACCOUNTING FEES 5935 0 0 249254 247725 0 0 SPDR GOLD TR AT COST 62669 77806 FEDERAL TAXES 3250 0 0 PRIOR PERIOD ADJUSTMENT 5962 INVESTMENT FEES 291 0 0