2023-11-15T08:19:10-06:00 2022-12-31 331197384 ANDERSEN TAX LLC 125 HIGH STREET BOSTON MA 02110 990PF 2022-01-01 263403705 SAMANTHA BECKY MARK FOUNDATION SAMA 6172928400 CO D FORLIZZI 470 BOSTON ST 16 TOPSFIELD MA 01983 BECKY LEVIN TRUSTEE 6172928400 2023-11-10 1 BECKY LEVIN 999009999 0 JOHN KANE P03025431 6172928400 2023-11-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 10601584 X 36850 5643 5643 165771 165771 -707 7009401 18789 64961 41998 272518 232201 0 0 0 36200 0 8100 130979 130800 0 36866 1796 70 204045 132596 8170 2925000 2925000 3129045 132596 2933170 -2856527 99605 135140 325 325 620568 349702 349702 1137077 402986 379642 3557389 1770857 2318854 6407971 6477748 7553061 11858145 9001618 10601584 0 0 X 0 0 0 0 11858145 9001618 11858145 9001618 11858145 9001618 11858145 -2856527 0 9001618 0 9001618 GS - 48400 - LT COVERED P 757502 801526 -44024 -44024 GS - 48400 - ST COVERED P 109763 114186 -4423 -4423 GS - 48400 - ORDINARY GAINS P 10000 9807 193 193 GS - 50253 - LT NONCOVERED P 10 10 10 GS - 50253 - LT COVERED P 355442 278515 76927 76927 GS - 50253 - ST COVERED P 53062 60995 -7933 -7933 GS - 59658 - LT COVERED P 1195500 1061612 133888 133888 GS - 59658 - ST COVERED P 300462 332376 -31914 -31914 GS - 59664 - LT COVERED P 2578977 2644629 -65652 -65652 GS - 59664 - ST COVERED P 304729 297307 7422 7422 GS - 70410 - LT COVERED P 903798 848408 55390 55390 GS - 70410 - ST COVERED P 433641 540446 -106805 -106805 CAPITAL GAINS DIVIDENDS P 5991 5991 5991 SHORT TERM CAPITAL GAINS/LOSSES FROM K-1S P 805 -805 -805 LONG TERM CAPITAL GAINS/LOSSES FROM K-1S P 524 524 524 18789 1385 0 1385 0 1385 12950 0 0 0 12950 0 11565 11565 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 1 0 0 0 N/A ANDREW KYRIACOU 6172928400 125 HIGH STREET 16TH FLOOR BOSTON MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARK J LEVIN C/O D FORLIZZI 470 BOSTON ST UNIT 16 TOPSFIELD MA 01983 TRUSTEE 2.00 0 0 0 BECKY RUHMANN LEVIN C/O D FORLIZZI 470 BOSTON ST UNIT 16 TOPSFIELD MA 01983 TRUSTEE 2.00 0 0 0 NONE 0 GOLDMAN SACHS 125 HIGH STREET 1700 BOSTON MA 02110 INVESTMENT SERVICES 86065 DONNA FORLIZZI 470 BOSTON ST UNIT 16 TOPSFIELD MA 01983 ACCOUNTING 20000 ANDERSEN TAX LLC 125 HIGH STREET 16TH FLOOR BOSTON MA 02110 TAX PREPARATION 16200 0 NONE 0 0 12704101 415499 0 13119600 0 0 13119600 196794 12922806 646140 646140 1385 1385 644755 0 644755 0 644755 2933170 0 2933170 644755 0 0 2915679 2792473 4772472 4615326 4614629 19710579 2933170 0 0 0 644755 2288415 0 0 21998994 0 0 0 0 0 0 2915679 19083315 2792473 4772472 4615326 4614629 2288415 MARK J LEVIN BECKY RUHMANN LEVIN X THE POSSIBLE ZONE 17 SELLERS STREET CAMBRIDGE MA 02139 RELATED PARTY 501(C)(3) GENERAL 2900000 BIG BROTHERS BIG SISTERS OF EASTERN MASSACHUSETTS 184 HIGH STREET 3RD FLOOR BOSTON MA 02110 N/A 501(C)(3) GENERAL 25000 2925000 0 14 5643 14 165771 14 64961 14 -707 0 235668 0 235668 0 0 0 0 0 0 0 0 0 0 X X 1 MARK LEVIN C/O D FORLIZZI 470 BOSTON ST 16 TOPSFIELD MA 01983 36850 X ACCOUNTING FEES 20000 0 0 TAX PREPARATION 16200 0 8100 GOLDMAN SACHS - 59658 1067390 1286039 GOLDMAN SACHS - 50253 186074 245111 GOLDMAN SACHS - 70410 517393 787704 402986 379642 0 0 GOLDMAN SACHS - 59664 (INDEX FUNDS) AT COST 1365000 1259485 FIRST REPUBLIC - 37922 (MUTUAL FUNDS) AT COST 482236 663969 GOLDMAN SACHS - 70215 (ALTERNATIVE INVESTMENTS) AT COST 1976914 2749981 GOLDMAN SACHS - 70215 (HEDGE FUNDS + PRIVATE EQUITY) AT COST 2652701 2878729 IRS 1099-INT AT COST 897 897 NON-DIVIDEND DISTRIBUTIONS 22963 0 22963 PORTFOLIO INCOME FROM K-1'S 37745 37745 37745 GUARANTEED PAYMENTS FROM K-1'S 4253 4253 4253 SUBPART F INCOME FROM K-1'S 0 0 0 INVESTMENT FEES 86065 86065 0 PORTFOLIO EXPENSE 40527 40527 0 INVESTMENT INTEREST EXPENSE 4208 4208 0 NONDEDUCTIBLE EXPENSES 179 0 0 MARK LEVIN 16 BOARDMAN AVENUE MANCHESTER MA 01944 FOREIGN TAXES PAID 1796 1796 0 MA FILING FEE 70 0 70 FEDERAL 990-PF 35000 0 0