2022-11-14T12:33:36-06:00 2021-12-31 900751149 THE COLONY GROUP 201 WASHINGTON ST 11TH FLOOR BOSTON MA 02108 990PF 2021-01-01 832914467 GENIE FOUNDATION INC GENI 6177238200 CO J GILMARTIN PO BOX 962169 BOSTON MA 02196 CHRISTINE STROSSMAN PRESIDENT 6177238200 2022-11-14 1 CHRISTINE STROSSMAN 999009999 DENISE DUFFY P01220695 6177238200 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 13853195 X 5193090 3893 3893 138768 138768 674537 6241977 3569524 24584 24584 6034872 3736769 0 0 0 71565 71065 0 785 785 0 10604 946 0 82954 72796 0 850000 850000 932954 72796 850000 5101918 3663973 117288 256538 256538 807081 4972351 8001513 0 501094 499500 3837761 4052784 5095644 4762130 9782767 13853195 0 0 X 0 0 0 0 4762130 9782767 4762130 9782767 4762130 9782767 4762130 5101918 0 9864048 81281 9782767 CHARLES SCHWAB #8927 - DETAILS AVAILABLE UPON REQUEST P 2021-01-01 2021-12-31 6043230 2672453 3370777 3370777 CAPITAL GAINS DIVIDENDS P 198747 198747 198747 3569524 50929 0 50929 0 50929 5800 0 66000 0 71800 4 20867 20867 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A THE FOUNDATION 6177238200 C/O J GILMARTIN PO BOX 962169 BOSTON MA 02196 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHRISTINE STROSSMAN 520 CATALINA ISLES CIRCLE VENICE FL 34292 PRESIDENT 1.00 0 0 0 BERKAY MOLLAMUSTAFAGOLU 520 CATALINA ISLES CIRCLE VENICE FL 34292 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 9621143 2563092 0 12184235 0 0 12184235 182764 12001471 600074 600074 50929 50929 549145 0 549145 0 549145 850000 0 850000 549145 0 0 202362 202362 850000 0 0 0 549145 300855 0 0 503217 0 0 0 0 0 0 0 503217 202362 300855 X AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 NONE GENERAL SUPPORT 50000 AMERICARES 88 HAMILTON AVE STANDFORD CT 06902 NONE GENERAL SUPPORT 100000 ARLINGTON FOOD ASSISTANCE CENTER 2708 SOUTH NELSON STREET ARLINGTON VA 222060261 NONE GENERAL SUPPORT 30000 PATHFORWARD 2020 A 14TH STREET N ARLINGTON VA 222012524 NONE GENERAL SUPPORT 20000 BRIDGE TURKLYE FUND 100 FOX BRIAR LANE CARY NC 27518 NONE GENERAL SUPPORT 100000 DOCTORS WITHOUT BORDERS USA INC 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 NONE GENERAL SUPPORT 100000 DOORWAYS FOR WOMEN AND FAMILIES PO BOX 100185 ARLINGTON VA 22210 NONE GENERAL SUPPORT 30000 FISTULA FOUNDATION 1922 THE ALAMEDA STE 302 SAN JOSE CA 95126 NONE GENERAL SUPPORT 50000 GIVEDIRECTLY PO BOX 3221 NEW YORK NY 10008 NONE GENERAL SUPPORT 100000 POLARIS PROJECT PO BOX 65323 WASHINGTON DC 20035 NONE GENERAL SUPPORT 20000 POPULATIONS SERVICES INTL PO BOX 423700 WASHINGTON DC 200423700 NONE GENERAL SUPPORT 50000 GLOBALGIVING 1 THOMAS CIRCLE NW STE 800 WASHINGTON DC 20005 NONE GENERAL SUPPORT 200000 850000 0 18 3893 18 138768 14 24584 18 674537 0 841782 0 841782 0 0 0 0 0 0 0 0 0 0 X X 1 BERKAY M MOLLAMUSTAFAOGLU 1 LONGFELLOW PLACE 1117 BOSTON MA 02114 5193090 X X 1 21,000 SHS TEAM 5193090 2021-03-01 ISHARES US ETF TR SHT MAT BD ETF 501094 499500 APPLE INC 712396 3551400 NEW RELIC INC COM 94685 164940 ATLASSIAN CORP PLC 469851 724451 LAUDUS US LARGE CAP GROWTH 1126126 1058786 SCWAB INTERNATIONAL INDEX 516701 517233 SCWAB S&P 500 INDEX FUND 506853 547953 SCHWAB TOTAL STOCK MKT 507766 539314 SCHWAB US LARGE CAP VALUE INDEX FUND 524503 529616 ZOOM VIDEO COMMUNICATIONS INC CL A 513470 367820 VANGUARD BALANCED INDEX AT COST 2944160 3987020 EBURY PARTNERS UK LIMITED - SCALEX VENTURES FUND I AT COST 1108624 1108624 PRIOR PERIOD ADJUSTMENT 81281 SECTION 988 GAIN - SCALEX VENTURES FUND I 24584 24584 24584 TAX PREPARATION 1000 500 0 PORTFOLIO DEDUCTIONS - SCALEX VENTURES FUND I 70565 70565 0 MA FORM PC 70 0 0 FOREIGN TAXES 946 946 0 IRS PAYMENT 9588 0 0