2025-11-06T15:58:30-06:00 2024-12-31 331197384 ANDERSEN TAX LLC 125 HIGH STREET BOSTON MA 02110 990PF 2024-01-01 474203929 THE SIDNEY AND DEANNA WOLK FAMILY FOUNDATION SIDN 7813963700 400 RIVERS EDGE DRIVE MEDFORD MA 02155 HOWARD WOLK OFFICER 7813963700 2025-11-05 1 0 LAURA J BERARD P00969175 6172928400 2025-11-05 2024 2025-03-06 01:10:19Z X 85864597 X 14884407 5861 5861 557637 557637 327912 1057749 536324 315 315 15776132 1100137 0 0 0 15123 0 7562 55000 0 0 11648 11148 500 81771 11148 8062 1476135 1476135 1557906 11148 1484197 14218226 1088989 329135 76765 76765 85977 1729073 1729073 1553 1260 1553 1553 20251449 33054173 83669328 375142 399625 387878 21042963 35261189 85864597 0 0 X 0 0 0 0 21042963 35261189 21042963 35261189 21042963 35261189 21042963 14218226 0 35261189 0 35261189 PUBLICLY TRADED SECURITIES 1030485 521425 509060 509060 NFI CAPITAL PARTNERS, LP P 27264 27264 27264 536324 15137 0 15137 0 15137 17398 0 5000 0 22398 0 7261 7261 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 1 0 0 1 N/A MARA LUPACCHINO 7813063306 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 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 64464051 601471 385600 65451122 0 0 65451122 981767 64469355 3223468 3223468 15137 15137 3208331 0 3208331 0 3208331 1484197 0 1484197 3208331 0 0 52037 2969868 3021905 1484197 0 0 0 1484197 0 1724134 1724134 1297771 0 0 0 0 0 0 0 1297771 1297771 DEANNA S WOLK X ISRAEL TENNIS & EDUCATION CENTERS 3275 WEST HILLSBORO BLVD STE 102 DEERFIELD BEACH FL 33442 PC GENERAL 5350 3LPLACE 50 WHITMAN PL SOMERVILLE MA 02144 PC GENERAL 50000 CJP 126 HIGH ST BOSTON MA 02110 PC GENERAL 150000 GREATER BOSTON FOOD BANK 70 S BAY AVE BOSTON MA 02118 PC GENERAL 1000000 GREATER BOSTON FOOD BANK 70 S BAY AVE BOSTON MA 02118 PC GENERAL 5000 TEMPLE EMUNAH 9 PIPER RD LEXINGTON MA 02421 PC GENERAL 5785 BOSTON LATIN SCHOOL ASSOCIATION 27 SCHOOL ST BOSTON MA 02108 PC GENERAL 25000 BOSTON MEDICAL CENTER 801 MASSACHUSETTS AVE FIRST FLOOR BOSTON MA 02118 PC GENERAL 30000 TEMPLE EMUNAH 9 PIPER RD LEXINGTON MA 02421 PC GENERAL 25000 THE CARROL CENTER FOR THE BLIND 770 CENTRE ST NEWTON MA 02458 PC GENERAL 25000 IMPACTISRAEL 4340 EAST-WEST HWY 202 BETHESDA MD 20814 PC GENERAL 50000 THE HORATIO ALGER ASSOCIATION 99 CANAL CENTER PLAZA 320 ALEXANDRIA VA 22314 PC GENERAL 20000 YATC 399 SW MARTIN LUTHER KING JR AVENUE DEERFIELD BEACH FL 33441 PC GENERAL 75000 JOHN M BARRY BOYS & GIRLS CLUB 675 WATERTOWN ST NEWTON MA 02460 PC GENERAL 10000 1476135 0 14 5861 14 557637 14 315 18 327912 0 891725 0 891725 0 0 0 0 0 0 0 0 0 0 X X 1 CCA ENTERPRISES INC ONE CABOT RD 4TH FLOOR MEDFORD MA 02155 15123 X 2 ESTATE OF SIDNEY D WOLK 400 RIVERS EDGE DR MEDFORD MA 02155 1336724 X 3 DEANNA WOLK 400 RIVERS EDGE DR MEDFORD MA 02155 13532560 X 3 1638 SHS OF SPDR S&P 500 ETF TRUST [SPY] 985036 2024-11-29 3 628 SHS OF FINANCIAL SELECT SECTOR SPDR FUND [XLF] 32285 2024-11-29 3 3277 SHS OF JPMORGAN CHASE [JPM] 821249 2024-11-29 3 1500 SHS OF META [META] 859020 2024-11-29 3 1001 SHS OF INTERNATIONAL BUSINESS MACHINES [IBM] 229004 2024-11-29 3 500 SHS OF MSCI [MSCI] 304063 2024-11-29 3 2257 SHS OF APPLE [AAPL] 532404 2024-11-29 3 3000 SHS OF MICROSOFT [MSFT] 1264020 2024-11-29 3 33,570 SHS OF BANK OF AMERICA [BAC] 1604310 2024-11-29 3 500 SHS OF AMERICAN INTERNATIONAL [AIG] 37770 2024-12-06 3 6600 SHS OF BANK OF AMERICA [BAC] 308418 2024-12-06 3 500 SHS OF JPMORGAN CHASE [JPM] 123145 2024-12-06 3 500 SHS OF META [META] 309580 2024-12-06 3 500 SHS OF MICROSOFT [MSFT] 221968 2024-12-06 3 89 SHS OF LINDE PLC [LIN] 39172 2024-12-12 3 131 SHS OF ACCENTURE [CAN] 46990 2024-12-12 3 137 SHS OF CHUBB [CB] 37914 2024-12-12 3 25 SHS W.W. GRAINGER [GWW] 28756 2024-12-12 3 75 SHS OF MCDONALDS [MCD] 22262 2024-12-12 3 36 SHS OF COSTCO [COST] 35814 2024-12-12 3 85 SHS OF UNITEDHEALTH GROUP [UNH] 44548 2024-12-12 3 56 SHS OF S&P GLOBAL [SPGI] 28881 2024-12-12 3 37 SHS OF BLACKROCK [BLK] 39318 2024-12-12 3 123 SHS OF PROCTER & GAMBLE [PG] 21023 2024-12-12 3 111 SHS OF AMGEN [AMGN] 30416 2024-12-12 3 134 SHS OF AUTOMATIC DATA PROCESSING [ADP] 40165 2024-12-12 3 115 SHS OF CHEVRON [CVX] 17871 2024-12-12 3 133 SHS OF ILLINOIS TOOL WORKS [ITW] 36309 2024-12-12 3 115 SHS OF L3HARRIS TECHNOLOGIES [LHX] 25995 2024-12-12 3 198 SHS OF ANALOG DEVICES [ADI] 42904 2024-12-12 3 129 SHS OF NIKE [NKE] 10141 2024-12-12 3 195 SHS OF EMERSON ELECTRIC [EMR] 25569 2024-12-12 3 161 SHS OF COLGATE-PALMOLIVE [CL] 15020 2024-12-12 3 128 SHS OF PEPSICO [PEP] 20312 2024-12-12 3 126 SHS OF TARGET [TGT] 17194 2024-12-12 3 186 SHS OF JOHNSON & JOHNSON [JNJ] 27322 2024-12-12 3 243 SHS OF WALMART [WMT] 23062 2024-12-12 3 224 SHS OF PAYCHEX [PAYX] 31553 2024-12-12 3 247 SHS OF LOWES [LOW] 65633 2024-12-12 3 104 SHS OF GENERAL DYNAMICS [GD] 27113 2024-12-12 3 268 SHS OF ABBOT LABORATORIES [ABT] 30563 2024-12-12 3 408 SHS OF AFLAC [AFL] 42811 2024-12-12 3 423 SHS OF NEXTERA ENERGY [NEE] 31126 2024-12-12 3 305 SHS OF MICROSOFT [MSFT] 138054 2024-12-12 3 216 SHS OF WEC ENERGY GROUP [WEC] 20786 2024-12-12 3 277 SHS OF PHILLIPS 66 [PSX] 34410 2024-12-12 3 499 SHS OF COMCAST [CMCSA] 20010 2024-12-12 3 519 SHS OF APPLE [AAPL] 128302 2024-12-12 3 257 SHS OF JPMORGAN CHASE [JPM] 62340 2024-12-12 3 459 SHS OF CISCO SYSTEMS [CSCO] 27166 2024-12-12 3 18100 SHS OF APPLE [AAPL] 4563463 2024-12-30 ANDERSEN TAX 15123 0 7562 GOLDMAN SECURITIES 33054173 83669328 CLOUGH HEALTHCARE OFFSHORE FUND LTD AT COST 73614 61696 FROM K1 - NFI CAPITAL PARTNERS, LP FMV 326011 326182 MA FILING FEE 500 0 500 PORTFOLIO DEDUCTIONS 5028 5028 0 OTHER LOSSES - NFI CAPITAL PARTNERS, LP 6120 6120 0 315 315 315 SIDNEY D WOLK 330 BEACON STREET APT B54 BOSTON MA 02116 DEANNA S WOLK 330 BEACON STREET APT B54 BOSTON MA 02116 ESTATE OF SIDNEY D WOLK 7526 PORTO VECCHIO PLACE DELRAY BEACH FL 33446 IRS TAXES PAID 55000 0 0