2021-04-29T12:11:21-05:00 2020-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990PF 2020-01-01 826746205 THE BURKEHAVEN FAMILY FOUNDATION BURK 6174190156 1834 CENTRE ST NO 589 WEST ROXBURY MA 02132 IRFAN ALIBHAI PRESIDENT 6174190156 2021-04-20 1 IRFAN ALIBHAI 999009999 JOSHUA ENGLAND P01606226 5083669100 2021-04-20 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 43891023 X X 32 32 946283 946283 250292 6002906 250292 1196607 1196607 0 174153 8708 0 165445 600 150 0 450 6737 1684 0 5053 60606 58000 0 2606 26060 16678 0 9382 463 0 0 463 11459 0 0 11459 280078 85220 0 194858 2166000 2166000 2446078 85220 0 2360858 -1249471 1111387 0 243429 705325 705325 37711649 732466 732466 90733 4462 4462 0 23984906 30575810 0 11293755 11872960 38045811 36720914 43891023 1899 39 0 981 1899 1020 X 38043912 36719894 38043912 36719894 38045811 36720914 38043912 -1249471 0 36794441 74547 36719894 PUBLICLY TRADED SECURITIES P 5864077 5752614 111463 111463 CAPITAL GAINS DIVIDENDS P 138829 138829 138829 250292 15448 0 15448 0 15448 90733 0 0 0 90733 0 75285 75285 0 0 0 0 0 0 0 0 0 0 0 1 1 MA NH 1 0 0 0 0 1 N/A THE FOUNDATION 6174190156 1834 CENTRE ST NO 589 WEST ROXBURY MA 02132 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 IRFAN ALIBHAI 1834 CENTRE STREET 589 WEST ROXBURY MA 02132 PRESIDENT 40.00 174153 0 0 CAROL WALLACE 1834 CENTRE STREET 589 WEST ROXBURY MA 02132 VICE PRESIDENT 1.00 0 0 0 MICHAEL JEWCZYN 1834 CENTRE STREET 589 WEST ROXBURY MA 02132 SECRETARY/TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 38775554 448882 0 39224436 0 0 39224436 588367 38636069 1931803 1931803 15448 15448 1916355 0 1916355 0 1916355 2360858 0 2360858 0 2360858 1916355 989325 0 0 2360858 989325 0 0 1371533 0 0 0 0 0 0 0 0 544822 0 0 0 CAROL WALLACE X NEW LONDON HOSPITAL 273 COUNTY RD NEW LONDON NH 03257 PC POWER COT AND HYDRAULIC LIFT 61000 THE UNCOMFORTABLE CONVERSATION 40 SHERWOOD ST 2 ROSLINDALE MA 02131 PC GENERAL CHARITABLE SUPPORT 10000 GLOBAL IMPACT - MA CIVIC LEARNING COALITION 1199 NORTH FAIRFAX STREET SUITE 300 ALEXANDRIA VA 22314 PC GENERAL CHARITABLE SUPPORT 25000 WOMEN HELPING WOMEN 215 E 9TH ST 7TH FLOOR CINCINNATI OH 45202 PC GENERAL CHARITABLE SUPPORT 10000 PHILLIPS BROOKS HOUSE ASSOCIATION INC ONE NORTH HARVARD YARD CAMBRIDGE MA 02138 PC GENERAL CHARITABLE SUPPORT 5000 WOMEN'S FOUNDATION OF BOSTON 126 BROOKLINE AVE 3RD FLOOR BOSTON MA 02215 PC GENERAL CHARITABLE SUPPORT 10000 SHINING HOPE FOR COMMUNITIES INC 175 VARICK ST 5TH FL NEW YORK NY 10014 PC GENERAL CHARITABLE SUPPORT 10000 SHINING HOPE FOR COMMUNITIES INC 175 VARICK ST 5TH FL NEW YORK NY 10014 PC GENERAL CHARITABLE SUPPORT 10000 FAMILY INDEPENDENCE INITIATIVE 663 13TH STREET SUITE 200 OAKLAND CA 94612 PC GENERAL CHARITABLE SUPPORT 15000 AGA KHAN FOUNDATION USA 1825 K ST NW STE 901 WASHINGTON DC 20006 PC GENERAL CHARITABLE SUPPORT 10000 MIDDLESEX HOSPITAL 28 CRESCENT STREET MIDDLETOWN CT 06457 PC GENERAL CHARITABLE SUPPORT 10000 THE MONTEREY BAY AQUARIUM FOUNDATION 886 CANNERY ROW MONTEREY CA 93940 PC GENERAL CHARITABLE SUPPORT 2500 NEW LONDON HOSPITAL 273 COUNTY RD NEW LONDON NH 03257 PC GENERAL CHARITABLE SUPPORT 10000 GOT LUNCH 20 CHURCH ST NEWPORT NH 03773 PC GENERAL CHARITABLE SUPPORT 10000 DIGDEEP PO BOX 26779 LOS ANGELES CA 90026 PC GENERAL CHARITABLE SUPPORT 50000 INTERFAITH YOUTH CORE 141 W JACKSON BLVD SUITE 3200 CHICAGO IL 60604 PC GENERAL CHARITABLE SUPPORT 20000 RELIGIONS FOR PEACE INTERNATIONAL 777 UNITED NATIONS PLAZA NEW YORK NY 10017 PC GENERAL CHARITABLE SUPPORT 20000 INTERFAITH ALLIANCE FOUNDATION 2101 L STREET NW SUITE 800 WASHINGTON DC 20037 PC GENERAL CHARITABLE SUPPORT 20000 NEW HAMPSHIRE FOOD BANK 700 EAST INDUSTRIAL PARK DRIVE MANCHESTER NH 03109 PC GENERAL CHARITABLE SUPPORT 10000 NEW LONDON BARN PLAYHOUSE 84 MAIN STREET NEW LONDON NH 03257 PC GENERAL CHARITABLE SUPPORT 10000 WEST CENTRAL BEHAVIORAL HEALTH 9 HANOVER STREET SUITE 2 LEBANON NH 03766 PC GENERAL CHARITABLE SUPPORT 10000 BROOKLINE SCHOOLS STAFF CHILDRENS CENTER 162 GODDARD AVE BROOKLINE MA 02445 PC GENERAL CHARITABLE SUPPORT 25000 BROOKLINE SCHOOLS STAFF CHILDRENS CENTER 162 GODDARD AVE BROOKLINE MA 02445 PC GENERAL CHARITABLE SUPPORT 25000 THE AMERICAN CIVIL LIBERTIES UNION FOUNDATION 125 BROAD ST 18TH FLOOR NEW YORK NY 10004 PC GENERAL CHARITABLE SUPPORT 20000 LOVIN' SPOONFULS 1304 COMMONWEALTH AVENUE SUITE E BOSTON MA 02134 PC GENERAL CHARITABLE SUPPORT 20000 NEW HAMPSHIRE FOOD BANK 700 EAST INDUSTRIAL PARK DRIVE MANCHESTER NH 03109 PC GENERAL CHARITABLE SUPPORT 20000 THE GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON BOSTON MA 02118 PC GENERAL CHARITABLE SUPPORT 20000 WAYPOINT YOUTH RESOURCE CENTER 464 CHESTNUT ST PO BOX 448 MANCHESTER NH 03105 PC GENERAL CHARITABLE SUPPORT 20000 PROJECT BREAD 145 BORDER STREET EAST BOSTON MA 02128 PC GENERAL CHARITABLE SUPPORT 20000 KALAMAZOO COLLEGE 1200 ACADEMY ST KALAMAZOO MI 49006 PC GENERAL CHARITABLE SUPPORT 10000 BROOKLINE COMMUNITY FOUNDATION 40 WEBSTER PLACE BROOKLINE MA 02445 PC GENERAL CHARITABLE SUPPORT 2500 FOODCORPS 1140 SE 7TH AVE 110 PORTLAND OR 97214 PC GENERAL CHARITABLE SUPPORT 20000 AGA KHAN FOUNDATION USA 1825 K ST NW STE 901 WASHINGTON DC 20006 PC GENERAL CHARITABLE SUPPORT 20000 CHANGING WOMAN INITIATIVE 460 SAINT MICHAELS DR STE 804 SANTA FE NM 87505 PC GENERAL CHARITABLE SUPPORT 10000 CHEYENNE RIVER YOUTH PROJECT INC PO BOX 410 EAGLE BUTTE SD 57625 PC GENERAL CHARITABLE SUPPORT 10000 WHITE BUFFALO CALF WOMEN'S SOCIETY PO BOX 227 MISSION SD 57555 PC GENERAL CHARITABLE SUPPORT 10000 NATIVE ACTION INC PO BOX 409 LAME DEER MT 59043 PC GENERAL CHARITABLE SUPPORT 10000 PUEBLO ACTION ALLIANCE 211 10TH STREET SW ALBUQUERQUE NM 87102 PC GENERAL CHARITABLE SUPPORT 10000 AUSBON SARGENT LAND PRESERVATION TRUST PO BOX 2040 71 PLEASANT STREET NEW LONDON NH 03257 PC GENERAL CHARITABLE SUPPORT 5000 OFF THEIR PLATE 20 LIME STREET BOSTON MA 02108 PC GENERAL CHARITABLE SUPPORT 5000 SHINING HOPE FOR COMMUNITIES INC 175 VARICK ST 5TH FL NEW YORK NY 10014 PC GENERAL CHARITABLE SUPPORT 10000 SHARE OUTREACH INC 1 COLUMBUS AVENUE MILFORD NH 03055 PC GENERAL CHARITABLE SUPPORT 20000 PINE STREET INN 444 HARRISON AVENUE BOSTON BOSTON MA 02118 PC GENERAL CHARITABLE SUPPORT 20000 COMMUNITY SERVINGS 179 AMORY ST JAMAICA PLAIN MA 02130 PC GENERAL CHARITABLE SUPPORT 20000 WEST CENTRAL BEHAVIORAL HEALTH 9 HANOVER STREET SUITE 2 LEBANON NH 03766 PC GENERAL CHARITABLE SUPPORT 50000 MY NATIVE SISTERS' FIRE INC PO BOX 645 CASA BLANCA NM 87007 PC GENERAL CHARITABLE SUPPORT 10000 NIS'TO INCORPORATED 215 WEST PINE ST SISSETON SD 57262 PC GENERAL CHARITABLE SUPPORT 10000 INDIGENOUS WOMEN RISING PO BOX 66433 ALBUQUERQUE NM 87193 PC GENERAL CHARITABLE SUPPORT 10000 THE KWEK SOCIETY 3469 N EDISON ST ARLINGTON VA 22207 PC GENERAL CHARITABLE SUPPORT 10000 SOVEREIGN BODIES INSTITUTE 101 BROOKWOOD AVE SUITE 204 SANTA ROSA CA 95404 PC GENERAL CHARITABLE SUPPORT 10000 THUNDER VALLEY COMMUNITY DEVELOPMENT CORPORATION PO BOX 290 PORCUPINE SD 57772 PC GENERAL CHARITABLE SUPPORT 10000 NDN COLLECTIVE 317 MAIN ST 1 RAPID CITY SD 57701 PC GENERAL CHARITABLE SUPPORT 10000 COALITION TO STOP VIOLENCE AGAINST NATIVE WOMEN 4600 MONTGOMERY BLVD NE SUITE B202 ALBUQUERQUE NM 87109 PC GENERAL CHARITABLE SUPPORT 10000 MIGZI COMMUNICATIONS INC 3017 27TH AVE S MINNEAPOLIS MN 55406 PC GENERAL CHARITABLE SUPPORT 10000 SHORELINE SOUP KITCHENS & PANTRIES PO BOX 804 ESSEX CT 06426 PC GENERAL CHARITABLE SUPPORT 3000 WILDLIFE CONSERVATION SOCIETY - BRONX ZOO 2300 SOUTHERN BOULEVARD THE BRONX NY 10460 PC GENERAL CHARITABLE SUPPORT 5000 THE SASAMANI FOUNDATION PO BOX 315 OLD MYSTIC CT 06372 PC GENERAL CHARITABLE SUPPORT 5000 BRIAN HOUSE INC PO BOX 134 CHESTER CT 06412 PC GENERAL CHARITABLE SUPPORT 5000 THE AMERICAN CIVIL LIBERTIES UNION FOUNDATION 125 BROAD ST 18TH FLOOR NEW YORK NY 10004 PC GENERAL CHARITABLE SUPPORT 14000 CHESTER ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION 23 RIDGE ROAD CHESTER CT 06412 PC GENERAL CHARITABLE SUPPORT 3000 TRI-TOWN YOUTH SERVICES BUREAU INC PO BOX 897 56 HIGH STREET DEEP RIVER CT 06417 PC GENERAL CHARITABLE SUPPORT 5000 WILMOT COMMUNITY ASSOCIATION PO BOX 23 WILMOT NH 03287 PC GENERAL CHARITABLE SUPPORT 25000 NEW HAMPSHIRE FOOD BANK 700 EAST INDUSTRIAL PARK DRIVE MANCHESTER NH 03109 PC GENERAL CHARITABLE SUPPORT 10000 GOT LUNCH 20 CHURCH ST NEWPORT NH 03773 PC GENERAL CHARITABLE SUPPORT 10000 NEW LONDON BARN PLAYHOUSE 84 MAIN STREET NEW LONDON NH 03257 PC GENERAL CHARITABLE SUPPORT 10000 NORTHERN STAGE COMPANY 76 GATES STREET HARTFORD VT 05001 PC GENERAL CHARITABLE SUPPORT 10000 LAKE SUNAPEE PROTECTIVE ASSOCIATION PO BOX 683 SUNAPEE NH 03782 PC GENERAL CHARITABLE SUPPORT 10000 THE FELLS 456 ROUTE 103A PO BOX 276 NEWBURY NH 03255 PC GENERAL CHARITABLE SUPPORT 10000 THE LIVERY - SUNAPEE HERITAGE ALLIANCE PO BOX 72 SUNAPEE NH 03782 PC GENERAL CHARITABLE SUPPORT 10000 LAKE SUNAPEE PROTECTIVE ASSOCIATION PO BOX 683 SUNAPEE NH 03782 PC GENERAL CHARITABLE SUPPORT 20000 WILMOT VOLUNTEER FIRE COMPANY PO BOX 33 WILMOT NH 03287 PC PURCHASE OF F150 FIRE VEHICLE 60000 A LITTLE COMPASSION INC PO BOX 995 DEEP RIVER CT 06417 PC GENERAL CHARITABLE SUPPORT 5000 PROTECT DEMOCRACY PROJECT 2020 PENNSYLVANIA AVENUE NW 163 WASHINGTON DC 20006 PC GENERAL CHARITABLE SUPPORT 2000 VOTEAMERICA 14 HUDSON AVE SUITE 403 GLENS FALLS NY 12801 PC GENERAL CHARITABLE SUPPORT 2000 URBAN FARMING INSTITUTE OF BOSTON 487R NORFOLK STREET MATTAPAN MA 02126 PC GENERAL CHARITABLE SUPPORT 10000 INTERFAITH YOUTH CORE 141 W JACKSON BLVD SUITE 3200 CHICAGO IL 60604 PC GENERAL CHARITABLE SUPPORT 10000 BOSTON AREA RAPE CRISIS CENTER 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 PC GENERAL CHARITABLE SUPPORT 2000 SHANTI BHAVAN CHILDREN'S PROJECT 141 HAWKINS PLACE PMB 192 BOONTON NJ 07005 PC GENERAL CHARITABLE SUPPORT 2000 PROJECT CITIZENSHIP 4 FANEUIL SOUTH MARKET BUILDING NO 4005 BOSTON MA 02109 PC GENERAL CHARITABLE SUPPORT 2000 GREENLIGHT FUND 120 ST JAMES AVE 6TH FLOOR BOSTON MA 02116 PC GENERAL CHARITABLE SUPPORT 2000 ALWAYS DREAM FOUNDATION 125 RAILROAD AVE SUITE 203 DANVILLE CA 94526 PC GENERAL CHARITABLE SUPPORT 2000 ESSEX COUNTY COMMUNITY ORGANIZATION 74 S COMMON STREET LYNN MA 01902 PC GENERAL CHARITABLE SUPPORT 2000 BETHANY HOUSE SERVICES 1841 FAIRMOUNT AVE CINCINNATI OH 45214 PC GENERAL CHARITABLE SUPPORT 2000 THE RICHMOND PROMISE 440 CIVIC CENTER PLAZA RICHMOND CA 94804 PC GENERAL CHARITABLE SUPPORT 2000 DAVID'S HOUSE 461 MT SUPPORT RD LEBANON NH 03766 PC GENERAL CHARITABLE SUPPORT 2000 HOPEWELL 3 ALLIED DR STE 308 DEDHAM MA 02026 PC GENERAL CHARITABLE SUPPORT 2000 LIBRARY ARTS CENTER 58 N MAIN STREET NEWPORT NH 03773 PC GENERAL CHARITABLE SUPPORT 2500 VERMONT INSTITUTE OF NATURAL SCIENCE VINS NATURE CENTER PO BOX 1281 QUECHEE VT 05059 PC GENERAL CHARITABLE SUPPORT 2500 NEW HAMPSHIRE AUDUBON 84 SILK FARM ROAD CONCORD NH 03301 PC GENERAL CHARITABLE SUPPORT 5000 NEW HAMPSHIRE PUBLIC RADIO 2 PILLSBURY STREET 6TH FLOOR CONCORD NH 03301 PC GENERAL CHARITABLE SUPPORT 5000 AGA KHAN FOUNDATION USA 1825 K ST NW STE 901 WASHINGTON DC 20006 PC GENERAL CHARITABLE SUPPORT 5000 WOMEN HELPING WOMEN 215 E 9TH ST 7TH FLOOR CINCINNATI OH 45202 PC GENERAL CHARITABLE SUPPORT 2000 INNER-CITY MUSLIM ACTION NETWORK 2744 WEST 63RD STREET CHICAGO IL 60629 PC GENERAL CHARITABLE SUPPORT 2000 VERMONT LAW SCHOOL PO BOX 96 SOUTH ROYALTON VT 05068 PC GENERAL CHARITABLE SUPPORT 2000 WEST CENTRAL BEHAVIORAL HEALTH 9 HANOVER STREET SUITE 2 LEBANON NH 03766 PC GENERAL CHARITABLE SUPPORT 50000 WOMEN'S FOUNDATION OF BOSTON 126 BROOKLINE AVE 3RD FLOOR BOSTON MA 02215 PC GENERAL CHARITABLE SUPPORT 75000 LOVIN' SPOONFULS 1304 COMMONWEALTH AVENUE SUITE E BOSTON MA 02134 PC GENERAL CHARITABLE SUPPORT 100000 GREENLIGHT FUND 120 ST JAMES AVE 6TH FLOOR BOSTON MA 02116 PC BOSTON OPERATIONS 225000 DIGDEEP PO BOX 26779 LOS ANGELES CA 90026 PC GENERAL CHARITABLE SUPPORT 50000 THE UNCOMFORTABLE CONVERSATION 40 SHERWOOD ST 2 ROSLINDALE MA 02131 PC GENERAL CHARITABLE SUPPORT 25000 GIRLS INC OF NEW HAMPSHIRE 1711 S WILLOW ST UNIT 5 MANCHESTER NH 03103 PC GENERAL CHARITABLE SUPPORT 50000 GREENLIGHT FUND 120 ST JAMES AVE 6TH FLOOR BOSTON MA 02116 PC NATIONAL OPERATIONS 200000 FORGIVE US MINISTRIES 1242 W ADDISON CHICAGO IL 60613 PC GENERAL CHARITABLE SUPPORT 10000 SHINING HOPE FOR COMMUNITIES INC 175 VARICK ST 5TH FL NEW YORK NY 10014 PC GENERAL CHARITABLE SUPPORT 45000 NEW LONDON HOSPITAL 273 COUNTY RD NEW LONDON NH 03257 PC CONSTRUCTION OF EXPRESS CARE CENTER 150000 BAKER SCHOOL EXTENDED DAY 205 BEVERLY ROAD BROOKLINE MA 02467 PC GENERAL CHARITABLE SUPPORT 10000 WBUR 890 COMMONWEALTH AVENUE 3RD FLOOR BOSTON MA 02215 PC GENERAL CHARITABLE SUPPORT 5000 WGBH 1 GUEST STREET BOSTON MA 02135 PC GENERAL CHARITABLE SUPPORT 2500 WUMB RADIO 100 MORRISSEY BOULEVARD BOSTON MA 02125 PC GENERAL CHARITABLE SUPPORT 2500 PERKINS SCHOOL FOR THE BLIND 175 NORTH BEACON STREET WATERTOWN MA 02472 PC GENERAL CHARITABLE SUPPORT 10000 GREENLIGHT FUND 120 ST JAMES AVE 6TH FLOOR BOSTON MA 02116 PC GENERAL CHARITABLE SUPPORT 3000 KALAMAZOO COMMUNITY FOUNDATION 402 EAST MICHIGAN AVENUE KALAMAZOO MI 49007 PC REMEMBERING MAGGIE FUND 10000 EAST HAMPTON ROTARY FOUNDATION PO BOX 358 EAST HAMPTON CT 06424 PC RED MCKINNEY SCHOLARSHIP 2500 CONNECTICUT CHILDRENS MEDICAL CENTER FOUNDATION 282 WASHINGTON STREET HARTFORD CT 06106 PC NICU 2500 EAST BOSTON MAIN STREETS 154 MAVERICK STREET STE 210 BOSTON MA 02128 PC GENERAL CHARITABLE SUPPORT 2000 LAS MARGARITAS FOUNDATION PO BOX 1995 CLIFFSIDE PARK NJ 07010 PC GENERAL CHARITABLE SUPPORT 2500 GREENLIGHT FUND 120 ST JAMES AVE 6TH FLOOR BOSTON MA 02116 PC BAY AREA EOY APPEAL 2000 FOUNDATION FOR EXPERIENTIAL LEARNING 1636 SOUTHEAST 25TH AVENUE PORTLAND OR 97214 PC GENERAL CHARITABLE SUPPORT 2000 ROSIE'S PLACE 889 HARRISON AVENUE BOSTON MA 02118 PC GENERAL CHARITABLE SUPPORT 2500 ACCOUNTABILITY COUNSEL 244 KEARNY STREET FLOOR 6 SAN FRANCISCO CA 94108 PC GENERAL CHARITABLE SUPPORT 6000 2166000 0 14 32 14 946283 14 250292 0 1196607 0 1196607 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6737 1684 0 5053 BOND FUNDS 11293755 11872960 EQUITY FUNDS 23984906 30575810 LEGAL FEES 600 150 0 450 TIMING DIFFERENCES 74547 BANK CHARGES & FEES 122 0 0 122 OFFICE SUPPLIES & SOFTWARE 3051 0 0 3051 RESEARCH SERVICES 8286 0 0 8286 PAYROLL LIABILITIES 0 981 OTHER PROFESSIONAL FEES 3475 869 0 2606 INVESTMENT ADVISORY 57131 57131 0 0 PAYROLL TAXES 9876 494 0 9382 FOREIGN TAX 16184 16184 0 0