2026-01-15T07:44:13-06:00 2025-02-28 043236498 WALTER SHUFFAIN ADVISORS INC ONE INTERNATIONAL PLACE SUITE 1010 BOSTON MA 021102602 990PF 2024-03-01 043226725 KARP FAMILY FOUNDATION STEPHEN R AND JILL E KARP TRUSTEES KARP 6179658700 CO NED 75 PARK PLAZA THIRD FLOOR BOSTON MA 02116 STEPHEN KARP TRUSTEE 6179658700 2026-01-14 1 1 ANGELA PARZIALE P00852403 6174472700 2026-01-13 2024 2025-03-06 01:10:19Z X 917856 X 1109773 758 758 1774 1774 1341402 2452405 1341402 2453707 1343934 0 0 0 25582 0 0 27185 27022 0 52767 27022 0 2012884 2012884 2065651 27022 2012884 388056 1316912 150125 657492 657492 7500 7500 7500 386675 252864 252864 536800 917856 917856 7000 7000 0 X 94 94 0 0 529706 917762 529800 917856 536800 917856 529800 388056 0 917856 0 917856 FIDELITY TRANSACTIONS: MARCH 2024 TO FEB 2025 D 2041571 1098596 942975 942975 FIDELITY TRANSACTIONS: MARCH 2024 TO FEB 2025 D 13911 12407 1504 1504 WOCSTAR FUND I, LP K-1 D 396923 396923 396923 1341402 18305 0 18305 0 18305 35640 0 0 0 35640 X 0 17335 17335 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 1 0 0 1 N/A THE KARP FAMILY FOUNDATION 6179658700 75 PARK PLAZA THIRD FLR BOSTON MA 02116 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN R KARP 3 POSSUM ROAD WESTON MA 02493 TRUSTEE 0.20 0 0 0 JILL E KARP 3 POSSUM ROAD WESTON MA 02493 TRUSTEE 0.20 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 37423 241557 239150 518130 0 0 518130 7772 510358 25518 25518 18305 18305 7213 0 7213 0 7213 2012884 0 2012884 7213 0 0 2830832 1938167 1477891 4382780 4144929 14774599 2012884 0 0 0 7213 2005671 0 0 16780270 0 0 0 0 0 0 2830832 13949438 1938167 1477891 4382780 4144929 2005671 STEPHEN R KARP X BELMONT HILL SCHOOL 350 PROSPECT ST BELMONT MA 02478 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 50000 BOSTON CHILDREN'S MUSEUM 308 CONGRESS ST BOSTON MA 02210 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1000 BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVE BOSTON MA 02115 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 BOSTON YOUTH SANCTUARY 2216 DORCHESTER AVE DORCHESTER CENTER MA 02124 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 400000 BOYS AND GIRLS CLUB OF BOSTON 200 HIGH ST STE 3B BOSTON MA 02110 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON MA 02110 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 20000 CROSSROADS 199 MYRTLE ST DUXBURY MA 02332 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 25000 DANA-FARBER 10 BROOKLINE PLACE WEST BROOKLINE MA 02445 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 100 FACING HISTORY & OURSELVES 89 SOUTH STREET SUITE 401 BROOKLINE MA 02445 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 500000 FRESHMAN FRESH START PO BOX 81126 WELLESLEYHILLS MA 02481 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5500 GAVIN FOUNDATION ROAD TO RECOVERY GALA PO BOX E-15 BOSTON MA 02127 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 GETTING TO WE INC 5120 MAYFIELD ROAD 155 CLEVELAND OH 44124 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 50000 HOSPITALITY HOMES INC PO BOX 15265 BOSTON MA 02215 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 33334 IRISE ABOVE FOUNDATION 5403 37TH AVE HYATTSVILLE MD 20781 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 JOHN WINTHROP SCHOOL 66 MARLBOROUGH ST BOSTON MA 02116 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 2000 MT AUBURN HOSPITAL 330 MT AUBURN ST CAMBRIDGE MA 02138 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 25000 NANTUCKET COMEDY FESTIVAL PO BOX 2336 NANTUCKET MA 02584 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1200 NANTUCKET COMMUNITY TELEVISION 9 BAYBERRY COURT NANTUCKET MA 02584 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 NANTUCKET FILM FOUNDATION INC 228 PARK AVE S 83799 NEW YORK NY 10003 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 NANTUCKET GOLF CLUB FOUNDATION PO BOX 313 SASCONSET MA 02564 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 2000 NANTUCKET SAFE HARBOR FOR ANIMALS PO BOX 2844 NANTUCKET MA 02584 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 NAPLES FIRE VOLUNTEER ASSOC PO BOX 1757 NAPLES ME 04055 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 250 OUR GENERATION SPEAKS 415 SOUTH ST MS 035 WALTHAM MA 02453 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 60000 PERKINS SCHOOL FOR THE BLIND 175 N BEACON ST WATERTOWN MA 02472 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 25000 TEMPLE BETH AVODAH 45 PUDDINGSTONE LN NEWTON CENTRE MA 02459 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 160000 THE BOSTON FOUNDATION 75 ARLINGTON ST BOSTON MA 02116 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 20000 THE JOEY FUND 220 NORTH MAIN ST STE 104 NATICK MA 01760 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 60000 THE NANTUCKET ATHENEUM 1 INDIA ST NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 2500 THEATRE WORKSHOP OF NANTUCKET INC PO BOX 1297 NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 60000 UNION COLLEGE 807 UNION ST SCHENECTADY NY 12308 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 400000 WILLIAM JAMES 1 WELLS AVE NEWTON MA 02459 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 50000 2012884 0 14 758 14 1774 18 1341402 0 1343934 0 1343934 3 INVESTMENT INCOME 4 INVESTMENT INCOME 7 INVESTMENT INCOME 8 INVESTMENT INCOME 0 0 0 0 0 0 0 0 0 0 X X 1 STEPHEN R KARP 75 PARK PLAZA THIRD FLR BOSTON MA 02116 1109773 X 1 6347.98 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY 4643 2024-03-18 1 3275 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY 205968 2024-04-04 1 756 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY 142595 2024-05-01 1 38 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY 2986 2024-05-13 1 25,284 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY 1326485 2024-06-14 1 320 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY 50917 2024-07-05 1 962 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY 126899 2024-10-15 1 488 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY 93416 2024-10-16 1 456 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY 98568 2025-02-28 INVESTMENT IN GS PEP 2005 OFFSH AT COST 13714 13714 INVESTMENT IN WOCSTAR FUND AT COST 239150 239150 OFFICE EXPENSE 163 0 0 INVESTMENT EXPENSES 27022 27022 0 STEPHEN R KARP 3 POSSUM ROAD WESTON MA 02493 FEDERAL TAXES 25082 0 0 STATE TAXES 500 0 0