2021-05-10T10:58:56-05:00 2020-12-31 043296226 DICICCO GULMAN & COMPANY LLP 150 PRESIDENTIAL WAY SUITE 510 WOBURN MA 01801 990PF 2020-01-01 207193244 THE OXL FOUNDATION C/O SCS FINANCIAL OXLF 6172046400 888 BOYLSTON STREET BOSTON MA 02199 KAREN CLARK CO KAREN CLARK CO TRUSTEE 6172046400 2021-05-02 1 KAREN CLARK CO KAREN CLARK 999009999 LEANNE STAFFORD P00486838 7819375300 2021-05-02 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 1461938 X X 28305 28305 39743 614946 40041 68048 68346 0 0 0 2167 2167 0 4899 4899 0 1518 708 0 35 35 0 8619 7809 0 70000 70000 78619 7809 70000 -10571 60537 25568 21007 21007 1107321 1102480 1440931 1132889 1123487 1461938 380 1549 380 1549 X 2000670 2000670 0 0 -868161 -878732 1132509 1121938 1132889 1123487 1132509 -10571 0 1121938 0 1121938 STATE STREET BANK & TRUST COMPANY P 444203 436212 7991 7991 STATE STREET BANK & TRUST COMPANY P 164099 138693 25406 25406 CAPITAL GAINS DIVIDENDS P 6644 6644 6644 40041 841 0 841 0 841 1200 0 0 0 1200 0 359 359 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A SCS FINANCIAL 6172046400 888 BOYLSTON STREET BOSTON MA 02199 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KAREN M CLARK C/O KAREN CLARK CO 116 HUNTINGTON AVE 10TH FLOOR BOSTON MA 02116 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1300743 19348 0 1320091 0 0 1320091 19801 1300290 65015 65015 841 841 64174 0 64174 0 64174 70000 0 70000 0 70000 64174 0 0 8324 2765 6527 249 6591 24456 70000 0 0 0 64174 5826 0 0 30282 0 0 0 0 0 0 8324 21958 2765 6527 249 6591 5826 KAREN M CLARK X HORIZONS FOR HOMELESS CHILDREN 1705 COLUMBUS AVENUE ROXBURY MA 02119 N/A PC CHARITABLE 10000 STREET SQUASH 40 WEST 116TH STREET NEW YORK NY 10026 N/A PC CHARITABLE 10000 YEARUP INC 45 MILK ST 9TH FLOOR BOSTON MA 02109 N/A PC CHARITABLE 50000 70000 0 14 28305 18 39743 0 68048 0 68048 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 2167 2167 0 EQUITIES AT COST 650464 933956 FIXED INCOME AT COST 370507 379790 INTERNATIONAL SECURITIES AT COST 81509 127185 MA ANNUAL FEE 35 35 0 MISCELLANEOUS LIABILITY 380 1549 INVESTMENT MANAGEMENT FEES 4899 4899 0 FOREIGN TAXES PAID 708 708 0 FEDERAL TAXES 810 0 0