2024-11-15T15:19:36-06:00 2023-12-31 042706569 O'BRIEN & ASSOCIATES 10 KEARNEY ROAD SUITE 305 NEEDHAM MA 02494 990PF 2023-01-01 046743248 KEANE FAMILY FOUNDATION C/O O'BRIEN & ASSOCIATES KEAN 7814448400 10 KEARNEY ROAD SUITE 305 NEEDHAM MA 02494 BRIAN KEANE TRUSTEE 7814448400 2024-11-15 1 0 JOHN J O'BRIEN P01598128 7814448400 2023 2024-10-15 13:58:12Z X 40400590 X X 320440 320440 602008 602008 533217 9636041 533217 16511 16511 1472176 1472176 0 0 0 195327 104266 91061 175000 0 0 2840 1840 0 373167 106106 91061 1758083 1758083 2131250 106106 1849144 -659074 1366070 8896520 7482245 7485482 2586147 3819734 3849146 17657773 15206647 19845851 2531383 3911825 3962323 3099808 3600351 5257788 34771631 34020802 40400590 0 0 X 9032880 9032880 0 0 25738751 24987922 34771631 34020802 34771631 34020802 34771631 -659074 0 34112557 91755 34020802 4,975 SHS SPDR S&P 500 ETF TRUST P 2022-05-10 2023-11-29 2267210 2001852 265358 265358 $1,000 WASTE MGMT INTL 7.75% DUE 5/15/32 P 2003-04-22 2023-11-29 1144 1098 46 46 $1,500,000 CITIGROUP LNK S&P 500 NOTE DUE 6/27/24 P 2022-03-25 2023-11-29 1636350 1500000 136350 136350 GOLDMAN SACHS #49503 P 2023-11-30 374427 377499 -3072 -3072 GOLDMAN SACHS #49503 P 2023-01-27 2023-05-01 204387 202068 2319 2319 GOLDMAN SACHS #49503 P 2023-12-31 1886450 2015368 -128918 -128918 GOLDMAN SACHS #41494 P 2023-12-31 81823 84359 -2536 -2536 GOLDMAN SACHS #41494 P 2023-12-31 302924 298196 4728 4728 GOLDMAN SACHS #41494 P 2023-12-31 110958 112575 -1617 -1617 $114,000 UST BILL DUE 2/22/24 P 2023-03-08 2023-09-18 111400 108511 2889 2889 1 SH SPDR S&P 500 ETF TRUST P 2022-05-02 2023-11-29 456 411 45 45 $1,500,000 BNP PARIBAS LNK EURO STOXX 50 NOTE DUE 11/7/24 P 2021-11-05 2023-11-30 1545000 1500000 45000 45000 $750,000 BANK OF NOVA SCOTIA LNK TOPIX IDX NOTE DUE 12/24/24 P 2019-12-20 2023-11-30 962625 750000 212625 212625 $153,000 UST BILL DUE 1/26/23 OFF THE RUN P 2022-07-29 2023-01-26 150887 150887 0 0 533217 18988 0 18988 0 18988 44684 0 0 0 44684 0 25696 25696 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A TIMOTHY R O'BRIEN O'BRIEN ASSO 7814448400 10 KEARNEY ROAD SUITE 305 NEEDHAM MA 02494 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 VICTOIRE K LANG 625 BOSTON POST ROAD WESTON MA 02493 TRUSTEE 1.00 0 0 0 BRIAN T KEANE 37 JUNIPER ROAD WESTON MA 02493 TRUSTEE 1.00 0 0 0 JOHN F KEANE JR 5142 GROUSE LANE VAIL CO 81657 TRUSTEE 1.00 0 0 0 NONE 0 GOLDMAN SACHS 125 HIGH STREET BOSTON MA 02110 INVESTMENT ADVISORY SERVICES 104266 LIMINALITY PARTNERS 49 UNION STREET MANCHESTER BY THE SEA MA 01944 CHARITABLE ADVISORY SERVICES 91061 0 0 32428621 6717014 0 39145635 0 0 39145635 587185 38558450 1927923 1927923 18988 18988 1908935 0 1908935 0 1908935 1849144 0 1849144 1908935 220056 0 0 1849144 220056 0 0 1629088 0 0 0 0 0 0 0 0 279847 0 0 0 X BOYS & GIRLS CLUB OF BOSTON 200 HIGH STREET 3RD FLOOR BOSTON MA 02110 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 10000 NANTUCKET HISTORICAL ASSOCIATION 15 BROAD STREET NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 1000 US SKI & SNOWBOARD FOUNDATION 1 VICTORY LANE PARK CITY UT 84060 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 75000 NANTUCKET GOLF CLUB FOUNDATION 250 MILESTONE ROAD SIASCONSET MA 02564 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 7250 STEPPINGSTONE FOUNDATION ONE APPLETON STREET BOSTON MA 02116 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 2500 NANTUCKET CONSERVATION FOUNDATION INC 118 CLIFF ROAD NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 10000 NEWTON WELLESLEY HOSPITAL 2014 WASHINGTON STREET NEWTON MA 02462 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 45000 FULL FRAME INITIATIVE 308 MAIN STREET GREENFIELD MA 01301 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 5000 TRUSTEES OF RESERVATIONS 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 10000 PRESIDENTS AND FELLOWS OF HARVARD COLLEGE 86 BRATTLE STREET CAMBRIDGE MA 02138 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 60000 SILVER LINING MENTORING INC 727 ATLANTIC AVENUE BOSTON MA 02111 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 26500 SKI & SNOWBOARD CLUB VAIL 598 VAIL VALLEY DRIVE VAIL CO 81657 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 15000 US SAILING FOUNDATION 1 ROGER WILLIAMS UNIVERSITY WAY BRISTOL RI 02809 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 280000 VAIL MOUNTAIN SCHOOL 3000 BOOTH FALLS ROAD VAIL CO 81657 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 165200 WAKE FOREST UNIVERSITY 1834 WAKE FOREST DRIVE WINSTONSALEM NC 27106 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 50000 WINDMARK SAILING FOUNDATION PO BOX 638 OYSTER BAY NY 11771 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 25000 BRAVEN INC 100 N LA SALLE ST CHICACO IL 60602 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 25000 HARLEM CHILDRENS ZONE 35 EAST 125TH STREET NEW YORK NY 10035 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 25000 NANTUCKET COTTAGE HOSPITAL ENDOWMENT 57 PROSPECT STREET NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 25000 YOUTHPOWER 365 (VAIL VALLEY FOUNDATION) 1099 CAPITAL STREET EAGLE CO 81631 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 165000 BETH ISRAEL LAHEY HEALTH INC 330 BROOKLINE AVE BOSTON MA 02215 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 300000 LANDS SAKE INC 27 CRESCENT STREET WESTON MA 02493 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 95000 SAILING FOUNDATION OF NEW YORK PO BOX 124 RYE NY 10580 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 35000 SOS OUTREACH PO BOX 1800 ST PAUL MN 55101 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 25000 BOSTON FOUNDATION INC 75 ARLINGTON STREET BOSTON MA 02116 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 50633 CYCLE EFFECT 116 E 3RD STREET EAGLE CO 81631 NONE PUBLIC 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