2025-11-03T08:52:35-06:00 2024-12-31 043245662 DAVIES & MONAHAN PC 1 BATTERYMARCH PARK SUITE 101 QUINCY MA 02169 990PF 2024-01-01 016220476 ANNE AND PAUL MARCUS FAMILY FOUNDATION ANNE 6175565200 201 WASHINGTON ST STE 2100 BOSTON MA 02108 PAUL MARCUS TRUSTEE 6175565200 2025-10-27 1 1 SUZANNE M MONAHAN P00077791 6177699600 2025-10-27 2024 2025-03-06 01:10:19Z X 2349137 X 1095574 94974 94974 2449 847024 558363 1192997 653337 0 0 0 2873 0 0 1428 0 0 9789 0 0 14090 0 0 937250 937250 951340 0 937250 241657 653337 1768189 1994027 1994027 249254 253426 244563 62669 62316 98547 0 12000 12000 2080112 2321769 2349137 0 0 X 0 0 0 0 2080112 2321769 2080112 2321769 2080112 2321769 2080112 241657 0 2321769 0 2321769 616 SHS SCHOLAR ROCK HLDG CORP D 2022-06-21 2024-10-23 17783 4233 13550 13550 1029 SHS ALECTOR INC COM D 2013-10-10 2024-05-09 5418 940 4478 4478 1029 SHS ALECTOR INC COM D 2013-10-10 2024-06-06 4646 940 3706 3706 249,000 SHS US TREAS SER BH -2024 4.25% P 2022-09-28 2024-09-30 249000 249000 0 0 3,393 SHS MODERNA INC COM D 2010-12-13 2024-06-20 453516 31 453485 453485 1029 SHS SCHOLAR ROCK HLDG CORP D 2015-12-18 2024-05-20 12893 8813 4080 4080 220 SHS SCHOLAR ROCK HLDG CORP D 2015-12-18 2024-10-23 6349 1512 4837 4837 6 SHS SCHOLAR ROCK HLDG CORP D 2017-12-21 2024-10-23 173 41 132 132 610 SHS SCHOLAR ROCK HLDG CORP D 2017-12-21 2024-10-23 17604 4192 13412 13412 100 SHS SCHOLAR ROCK HLDG CORP D 2018-05-29 2024-10-23 2888 687 2201 2201 194 SHS SCHOLAR ROCK HLDG CORP D 2018-05-29 2024-10-23 5607 1333 4274 4274 1593 SHS SCHOLAR ROCK HLDG CORP D 2022-06-21 2024-10-23 45973 10947 35026 35026 872 SHS SCHOLAR ROCK HLDG CORP D 2022-06-21 2024-10-23 25174 5992 19182 19182 558363 9081 0 9081 0 9081 4608 0 9033 0 13641 0 4560 4560 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 0 318900 1828533 0 2147433 0 0 2147433 32211 2115222 105761 105761 9081 9081 96680 0 96680 0 96680 937250 0 937250 96680 0 0 1174118 1909883 3084001 937250 0 0 0 96680 840570 0 0 3924571 0 0 0 0 0 0 0 3924571 1174118 1909883 840570 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 BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVE BOSTON MA 02115 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 25000 BRIDGE BOSTON FOUNDATION 435 WARREN STREET ROXBURY MA 02119 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 3000 CARITAS COMMUNITIES 25 BRAINTREE HILL OFFICE PARK SUITE 206 BRAINTREE MA 02184 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 1000 CATHOLIC SCHOOL FOUNDATION 67 BATTERYMARCH ST 6TH FLOOR BOSTON MA 02110 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 5000 CHAPEL HAVEN SCHLEIFER CENTER 1040 WHALLEY AVE NEW HAVEN CT 06515 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 10000 COURAGEOUS PARENTS NETWORK 21 ROCHESTER RD NEWTON MA 02458 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 2000 EDVESTORS 209 COLUMBUS AVE BOSTON MA 02116 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 5000 EXCEPTIONAL LIVES 77 HEATH STREET BROOKLINE MA 02445 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 630000 FAMILIES FIRST PARENTING PROGRAMS 50 HUTE STREET SUITE 320 WATERTOWN MA 02472 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 10000 HANCOCK SHAKER VILLAGE 34 LEBANON MOUNTAIN RD HANCOCK MA 02137 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 2500 HARVARD UNIVERSITY PO BOX 419209 BOSTON MA 02241 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 35000 JCC OF GREATER NEW HAVEN 360 AMITY RD WOODBRIDGE CT 06525 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 20000 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 459 MAIN ST MEDFIELD MA 02052 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 250 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 2500 MSPCA-ANGELL 350 SOUTH HUNTINGTON AVE BOSTON MA 02130 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 12000 NEW PROFIT 99 BEDFORD ST SUITE 500 BOSTON MA 02111 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 12000 PAN MASS CHALLENGE 77 FOURTH AVE NEEDHAM MA 02494 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 6000 PARTNERSFORYOUTHWITHDISABILITIES 89 SOUTH ST SUITE 103 BOSTON MA 02111 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 7500 ROSIE'S PLACE 889 HARRISON AVE BOSTON MA 02118 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 1000 SOCIAL INNOVATION FORUM 2 OLIVER STREET BOSTON MA 02109 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 5000 THE ANDY BOVIN MEMORIAL FUND 525 PARK AVENUE PENTHOUSE A NEW YORK NY 10065 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 1000 THE CHILDREN'S TRUST INC 55 COURT STREET 4TH FLOOR BOSTON MA 02108 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 57500 THE PARK SCHOOL 171 GODDARD AVE BROOKLINE MA 02445 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 20000 WRITE THE WORLD 20 UNIVERSITY ROAD SUITE 500 CAMBRIDGE MA 02138 PUBLIC CHARITY TO FURTHER CHARITABLE PURPOSE 60000 937250 0 14 94974 18 2449 0 97423 0 97423 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 5450 X 2 ANNE AND PAUL MARCUS 77 HEATH STREET BROOKLINE MA 02445 12909 X 3 ANNE AND PAUL MARCUS 77 HEATH STREET BROOKLINE MA 02445 4718 X 4 ANNE AND PAUL MARCUS 77 HEATH STREET BROOKLINE MA 02445 453305 X 5 ANNE AND PAUL MARCUS 77 HEATH STREET BROOKLINE MA 02445 119192 X 6 PAUL MARCUS 77 HEATH STREET BROOKLINE MA 02445 500000 X 1 1029 SHARES ALECTOR INC COM 5450 2024-05-09 2 1029 SHARES OF SCHOLAR ROCK HOLDINGS CORP 12909 2024-05-20 3 1029 ALECTOR INC COM 4718 2024-06-05 4 3,393 SHARES OF MODERNA 453305 2024-06-20 5 4,211 SHARES OF SCHOLAR ROCK HOLDINGS CORP 119192 2024-10-23 ACCOUNTING FEES 2873 0 0 253426 244563 0 0 SPDR GOLD TR AT COST 62316 98547 DEPOSITS 12000 12000 FEDERAL TAXES 11349 0 0 STATE FILING FEES -1560 0 0 INVESTMENT FEES 378 0 0 CONSULTING 1050 0 0