2024-08-30T06:50:25-05:00 2023-12-31 331197384 ANDERSEN TAX LLC 125 HIGH STREET BOSTON MA 02110 990PF 2023-01-01 474203929 THE SIDNEY AND DEANNA WOLK FAMILY FOUNDATION SIDN 7813963700 400 RIVERS EDGE DRIVE MEDFORD MA 02155 HOWARD WOLK OFFICER 7813963700 2024-08-29 1 0 LAURA J BERARD P00969175 6172928400 2024-08-29 2023 2024-08-08 14:25:15Z X X 57610688 X 4142728 1174 1174 466733 466733 -23279 3820851 2684042 4587356 3151949 0 0 0 8786 4393 4393 7172 0 0 3804 3554 250 19762 7947 4643 5426449 5426449 5446211 7947 5431092 -858855 3144002 48230 329135 329135 72337 85977 85977 1260 1511 1260 1260 21211825 20251449 56820510 753803 375142 373806 22087706 21042963 57610688 20000 20000 0 X 0 0 0 0 22067706 21042963 22067706 21042963 22087706 21042963 22067706 -858855 0 21208851 165888 21042963 PUBLICLY TRADED SECURITIES 3271725 675418 2596307 2596307 NFI CAPITAL PARTNERS, LP P 13586 13586 13586 NFI CAPITAL PARTNERS, LP P 20379 20379 20379 8.5432588 SHS OF ETH P 15159 35000 -19841 -19841 .00009128 SHS OF BTC P 2 5 -3 -3 REDEMPTION OF CLOUGH HEALTHCARE OFFSHORE FUND, LTD P 500000 426386 73614 73614 2684042 43702 0 43702 0 43702 6100 0 55000 0 61100 0 17398 17398 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A SIDNEY D WOLK 7813963700 400 RIVERS EDGE DR MEDFORD MA 02155 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SIDNEY D WOLK 400 RIVERS EDGE DRIVE MEDFORD MA 02155 TRUSTEE 5.00 0 0 0 DEANNA S WOLK 400 RIVERS EDGE DRIVE MEDFORD MA 02155 TRUSTEE 5.00 0 0 0 HOWARD L WOLK 400 RIVERS EDGE DRIVE MEDFORD MA 02155 TRUSTEE 2.00 0 0 0 ROBIN A WOLK 400 RIVERS EDGE DRIVE MEDFORD MA 02155 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 49675113 673587 512734 50861434 0 0 50861434 762922 50098512 2504926 2504926 43702 43702 2461224 0 2461224 0 2461224 5431092 0 5431092 2461224 0 0 52037 52037 5431092 0 0 0 2461224 2969868 0 0 3021905 0 0 0 0 0 0 0 3021905 52037 2969868 SIDNEY D WOLK DEANNA S WOLK X SILVER OAK JUMPER TOURNAMENT 67 S BEDFORD ST 400W BURLINGTON MA 01803 PC GENERAL 75000 THE HORATIO ALGER ASSOCIATION 99 CANAL CENTER PLAZA 320 ALEXANDRIA VA 22314 PC GENERAL 20000 JEWISH FEDERATION OF SOUTH BEACH COUNTY 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 PC GENERAL 10000 3LPLACE 50 WHITMAN PL SOMERVILLE MA 02144 PC GENERAL 50000 DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVE BOSTON MA 02215 PC GENERAL 50000 BIRTHRIGHT ISRAEL FOUNDATION 711 3RD AVE 10TH FLOOR NEW YORK NY 10017 PC GENERAL 20000 CJP 126 HIGH ST BOSTON MA 02110 PC GENERAL 100000 METROWEST JEWISH DAY SCHOOL 50 PAMELA RD FARMINGHAM MA 01701 PC GENERAL 5000 TEMPLE EMUNAH 9 PIPER RD LEXINGTON MA 02421 PC GENERAL 25000 KEREN OR INC 330 W 38TH ST SUITE 1007 NEW YORK NY 10018 PC GENERAL 40000 PAN MASS CHALLENGE 77 4TH AVE NEEDHAM MA 02494 PC GENERAL 12500 GREATER BOSTON FOOD BANK 70 S BAY AVE BOSTON MA 02118 PC GENERAL 1000000 JOHN M BARRY BOYS & GIRLS CLUB 675 WATERTOWN ST NEWTON MA 02460 PC GENERAL 10000 BOSTON LATIN SCHOOL ASSOCIATION 27 SCHOOL ST BOSTON MA 02108 PC GENERAL 25000 E2E FOUNDATION 175 PINEWOOD DRIVE 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75000 YATC 399 SW MARTIN LUTHER KING JR AVENUE DEERFIELD BEACH FL 33441 PC GENERAL 75000 MASS GENERAL HOSPITAL 55 FRUIT ST BOSTON MA 02114 PC GENERAL 3000000 5426449 0 14 1174 14 466733 18 -23279 0 444628 0 444628 0 0 0 0 0 0 0 0 0 0 X X 1 CCA ENTERPRISES INC ONE CABOT RD 4TH FLOOR MEDFORD MA 02155 8786 X 2 SIDNEY DEANNA WOLK 400 RIVERS EDGE DR MEDFORD MA 02155 1000000 X 3 SIDNEY WOLK 400 RIVERS EDGE DR MEDFORD MA 02155 1353990 X 4 DEANNA WOLK 400 RIVERS EDGE DR MEDFORD MA 02155 1779952 X 3 1,000 SHS APPLE, INC [AAPL] 195510 2023-12-18 3 300 SHS ELI LILLY AND COMPANY [LLY] 173813 2023-12-18 3 327 SHS LAM RESEARCH CORPORATION [LRCX] 251219 2023-12-18 3 500 SHS LOWE'S COMPANIES, INC [LOW] 112628 2023-12-18 3 650 SHS META PLATFORMS, INC [META] 222489 2023-12-18 3 800 SHS NVIDIA CORPORATION [NVDA] 398332 2023-12-18 4 1,400 SHS APPLE, INC [AAPL] 273714 2023-12-18 4 300 SHS ELI LILLY AND COMPANY [LLY] 173813 2023-12-18 4 5,000 SHS HDFC BANK LIMITED [HDB] 330075 2023-12-18 4 327 SHS LAM RESEARCH CORPORATION [LRCX] 251219 2023-12-18 4 500 SHS LOWE'S COMPANIES, INC [LOW] 112628 2023-12-18 4 650 SHS META PLATFORMS, INC [META] 222489 2023-12-18 4 800 SHS NVIDIA CORPORATION [NVDA] 398332 2023-12-18 4 125 SHS TE CONNECTIVITY LTD [TEL] 17683 2023-12-18 ANDERSEN TAX 8786 4393 4393 GOLDMAN SECURITIES 20251449 56820510 CLOUGH HEALTHCARE OFFSHORE FUND LTD AT COST 73614 72107 FROM K1 - NFI CAPITAL PARTNERS, LP FMV 301528 301699 NET ASSET ADJUSTMENT FOR DONATED STOCK 165888 MA FILING FEE 250 0 250 PORTFOLIO DEDUCTIONS 3554 3554 0 IRS TAXES PAID 7172 0 0