2021-11-12T16:46:51-06:00 2020-12-31 043540129 PAUL MCCOY FAMILY OFFICE SERVICES LLP 31 ST JAMES AVENUE SUITE 740 BOSTON MA 02116 990PF 2020-01-01 815082563 SHAH CHARITABLE FOUNDATION C/O PAUL-MCCOY FAMILY OFFICE SHAH 6179333620 31 SAINT JAMES AV NO 740 BOSTON MA 02116 NIRAJ SHAH TREASURER 6179333620 2021-11-12 1 NIRAJ SHAH XXX-XX-XXXX JACQUELINE R MCCOY P00140149 6179333600 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 149554289 X 5625370 24979 24979 8139752 11623457 11623457 13790101 11648436 420199 0 420199 606748 0 606748 152493 0 152493 35392 0 35392 22376 22376 0 229206 1110 68096 254044 0 254044 16397 0 16397 300119 0 290571 2036974 23486 1843940 588188 588188 2625162 23486 2432128 11164939 11624950 7408182 15902455 15902455 54475020 57116395 133614955 35000 36879 36879 61918202 73055729 149554289 27412 27412 0 X 0 0 0 0 61890790 73055729 61890790 73055729 61918202 73055729 61890790 11164939 0 73055729 0 73055729 1500 SHARES WAYFAIR D 2017-09-05 2020-01-23 159760 159760 159760 1500 SHARES WAYFAIR D 2017-09-05 2020-04-21 135056 135056 135056 1500 SHARES WAYFAIR D 2017-09-05 2020-04-21 134952 134952 134952 1500 SHARES WAYFAIR D 2017-09-05 2020-04-23 149506 149506 149506 1000 SHARES WAYFAIR D 2017-09-05 2020-05-07 172975 172975 172975 1000 SHARES WAYFAIR D 2017-09-05 2020-05-07 172656 172656 172656 1000 SHARES WAYFAIR D 2017-09-05 2020-05-07 172022 172022 172022 1000 SHARES WAYFAIR D 2017-09-05 2020-05-07 172081 172081 172081 1000 SHARES WAYFAIR D 2017-09-05 2020-05-07 173487 173487 173487 1000 SHARES WAYFAIR D 2017-09-05 2020-05-07 173588 173588 173588 1000 SHARES WAYFAIR D 2017-09-05 2020-05-07 174054 174054 174054 1000 SHARES WAYFAIR D 2017-09-05 2020-05-07 175141 175141 175141 1000 SHARES WAYFAIR D 2017-09-05 2020-05-07 175017 175017 175017 1500 SHARES WAYFAIR D 2017-09-05 2020-06-10 254631 254631 254631 1000 SHARES WAYFAIR D 2017-09-05 2020-06-10 174963 174963 174963 1500 SHARES WAYFAIR D 2017-09-05 2020-07-10 339335 339335 339335 1000 SHARES WAYFAIR D 2017-09-05 2020-07-10 226212 226212 226212 1000 SHARES WAYFAIR D 2017-09-05 2020-08-03 249962 249962 249962 1000 SHARES WAYFAIR D 2017-09-05 2020-08-03 249962 249962 249962 5877 SHARES WAYFAIR D 2017-09-05 2020-08-11 1874689 1874689 1874689 4013 SHARES WAYFAIR D 2017-09-05 2020-08-11 1280480 1280480 1280480 100 SHARES WAYFAIR D 2017-09-05 2020-08-11 31906 31906 31906 10 SHARES WAYFAIR D 2017-09-05 2020-08-11 3192 3192 3192 1500 SHARES WAYFAIR D 2017-09-05 2020-08-12 464477 464477 464477 1000 SHARES WAYFAIR D 2017-09-05 2020-08-12 309640 309640 309640 1000 SHARES WAYFAIR D 2017-09-05 2020-08-12 309640 309640 309640 1500 SHARES WAYFAIR D 2017-09-05 2020-09-10 368599 368599 368599 1000 SHARES WAYFAIR D 2017-09-05 2020-09-10 249962 249962 249962 1000 SHARES WAYFAIR D 2017-09-05 2020-09-10 245722 245722 245722 1500 SHARES WAYFAIR D 2017-09-05 2020-10-13 463307 463307 463307 1000 SHARES WAYFAIR D 2017-09-05 2020-10-13 308860 308860 308860 1000 SHARES WAYFAIR D 2017-09-05 2020-10-13 308860 308860 308860 1500 SHARES WAYFAIR D 2017-09-05 2020-11-12 397458 397458 397458 1000 SHARES WAYFAIR D 2017-09-05 2020-11-12 264961 264961 264961 1000 SHARES WAYFAIR D 2017-09-05 2020-11-12 264961 264961 264961 1000 SHARES WAYFAIR D 2017-09-05 2020-12-10 236562 236562 236562 1000 SHARES WAYFAIR D 2017-09-05 2020-12-11 249962 249962 249962 1500 SHARES WAYFAIR D 2017-11-24 2020-12-10 354859 354859 354859 11623457 161587 0 161587 0 161587 145866 0 203000 0 348866 X 0 187279 187279 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 1 0 0 1 N/A PAUL MCCOY FAMILY OFFICE SERVICES 6139333620 SUITE 740 31 ST JAMES AVE BOSTON MA 02116 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 JILL SHAH 31 ST JAMES AVE SUITE 740 BOSTON MA 02116 PRESIDENT 40.00 0 0 0 NIRAJ SHAH 31 ST JAMES AVE SUITE 740 BOSTON MA 02116 TREASURER 5.00 0 0 0 ROSS WILSON 251 NEWBURY ST BOSTON MA 02115 MANAGER 40.00 420199 12606 0 ELIZA NOVICK 251 NEWBURY ST BOSTON MA 02115 ANALYST 40.00 115220 3496 0 SARAH MCKITTERICK 251 NEWBURY ST BOSTON MA 02115 PROJECT MANAGER 40.00 111025 3370 0 MICHAEL MADIGAN 251 NEWBURY ST BOSTON MA 02115 PROJECT MANAGER 40.00 81399 2445 0 BEN VAINER 251 NEWBURY ST BOSTON MA 02115 CHIEF OF STAFF 40.00 75829 2314 0 SAMANTHA PARDO 251 NEWBURY ST BOSTON MA 02115 OFFICE & EVENTS COOR 40.00 64873 1978 0 0 DAVID LEDGER 251 NEWBURY ST BOSTON MA 02115 CONSULTING 65861 0 PROVIDING SUPPORT TO INNOVATIVE AND TRANSFORMATIVE WORK IN EDUCATION, HEALTHCARE AND THE COMMUNITY. THE FOUNDATION'S WORK AND SUPPORT IS PRIMARILY CENTERED IN BOSTON. DURING 2020, THE FOUNDATION PROVIDED RESEARCH AND EQUIPMENT TO ENABLE THE BOSTON PUBLIC SCHOOLS TO PROVIDE HEALTHY LUNCHES TO THEIR STUDENTS. THE FOUNDATION ALSO ASSISTED WITH THE EXPANSION OF BOSTON PUBLIC SCHOOLS MY WAY CAFE FOOD AND NUTRITION PROGRAM. 61773 0 109353560 10231877 0 119585437 0 0 119585437 1793782 117791655 5889583 5889583 161587 161587 5727996 0 5727996 0 5727996 2432128 0 2432128 0 2432128 5727996 0 0 2864 128266 131130 2432128 0 0 0 2432128 0 131130 131130 0 0 0 0 0 3164738 0 0 0 JILL SHAH NIRAJ SHAH X BRIDGE OVER TROUBLED WATERS 47 WEST STREET BOSTON MA 02111 NONE PC GENERAL PURPOSE 500 CAPE COD HEALTHCARE FOUNDATION PO BOX 370 HYANNIS MA 02601 NONE PC UNRESTRICTED 526 NATIONAL MULTIPLE SCLEROSIS SOCIETY 900 S BROADYWAY 2ND FLOOR DENVER CO 80209 PC UNRESTRICTED 265 PAN MASS CHALLENGE 77 4TH AVE NEEDHAM MA 02494 NONE PC UNRESTRICTED 256 PROJECT BREAD 145 BORDER STREET EAST BOSTON MA 02128 NONE PC UNRESTRICTED 258 STRATEGIC GRANT PARTNERS 240 NEWBURY STREET BOSTON MA 02116 NONE PF ALL FUNDS MUST BE EXPENDED FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. 586383 588188 0 14 24979 16 18 8139752 0 8164731 0 8164731 0 0 0 0 0 0 0 0 0 0 X X 1 NIRAJ AND JILL SHAH 31 ST JAMES AVE SUITE 740 BOSTON MA 02116 5625120 X 1 24,000 WAYFAIR 5625120 2020-11-17 ACCOUNTING FEES 22376 22376 0 STRATEGIC GRANT PARTNERS 240 NEWBURY STREET 2ND FLOOR BOSTON MA 02116 2020-01-08 116456 ALL FUNDS MUST BE EXPENDED FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. THE GRANTEE HAS A FISCALL YEAR ENDING JUNE 30TH. THE TRANSFER TO THE GRANTEE OCCURRED IN THE GRANTEE'S FISCAL YEAR ENDING JUNE 30, 2021. IN CONNECTION WITH "EXPENDITURE RESPONSIBILITY" REQUIREMENTS, THE GRANTEE WILL PROVIDE DOCUMENTATION ON USE OF FUNDS BY NOVEMBER 15, 2021. WE WILL PLAN TO INCLUDE THE RESULTS FROM THIS DOCUMENTATION WITH THE SHAH FAMILY FOUNDATION RETURN FILED FOR THE CALENDAR YEAR ENDING DEC 31, 2021. 116456 NONE 06/30/21 2021-06-30 ALL FUNDS PROPERLY SPENT. A DETAILED STATEMENT OF USE OF FUNDS IS AVAILABLE UPON REQUEST. STRATEGIC GRANT PARTNERS 240 NEWBURY STREET 2ND FLOOR BOSTON MA 02116 2020-04-06 423651 ALL FUNDS MUST BE EXPENDED FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. THE GRANTEE HAS A FISCALL YEAR ENDING JUNE 30TH. THE TRANSFER TO THE GRANTEE OCCURRED IN THE GRANTEE'S FISCAL YEAR ENDING JUNE 30, 2021. IN CONNECTION WITH "EXPENDITURE RESPONSIBILITY" REQUIREMENTS, THE GRANTEE WILL PROVIDE DOCUMENTATION ON USE OF FUNDS BY NOVEMBER 15, 2021. WE WILL PLAN TO INCLUDE THE RESULTS FROM THIS DOCUMENTATION WITH THE SHAH FAMILY FOUNDATION RETURN FILED FOR THE CALENDAR YEAR ENDING DEC 31, 2021. 356725 NONE 06/30/2021 2021-06-30 ALL FUNDS PROPERLY SPENT. A DETAILED STATEMENT OF USE OF FUNDS IS AVAILABLE UPON REQUEST. STRATEGIC GRANT PARTNERS 240 NEWBURY STREET 2ND FLOOR BOSTON MA 02116 2020-07-08 113202 ALL FUNDS MUST BE EXPENDED FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. THE GRANTEE HAS A FISCALL YEAR ENDING JUNE 30TH. THE TRANSFER TO THE GRANTEE OCCURRED IN THE GRANTEE'S FISCAL YEAR ENDING JUNE 30, 2021. IN CONNECTION WITH "EXPENDITURE RESPONSIBILITY" REQUIREMENTS, THE GRANTEE WILL PROVIDE DOCUMENTATION ON USE OF FUNDS BY NOVEMBER 15, 2021. WE WILL PLAN TO INCLUDE THE RESULTS FROM THIS DOCUMENTATION WITH THE SHAH FAMILY FOUNDATION RETURN FILED FOR THE CALENDAR YEAR ENDING DEC 31, 2021. 113202 NONE 06/30/21 2021-06-30 ALL FUNDS PROPERLY SPENT. A DETAILED STATEMENT OF USE OF FUNDS IS AVAILABLE UPON REQUEST. CORPORATE STOCK 56616435 133114995 PINE TREE HEALTH INC 499960 499960 BUSRIGHT INC CONVERTIBLE NOTE AT COST 36879 36879 LEGAL FEES 35392 0 35392 ADVERTISING 12600 0 12600 COMPUTER EXPENSES 3535 0 3535 CONSULTING 132596 0 132596 REIMBURSEMENT 5522 0 5522 LIABILITY INSURANCE 13 0 13 JANITORIAL EXPENSE 9595 0 9595 MEETINGS-CONFERENCE COSTS 9549 0 9549 OFFICE SUPPLIES & SOFTWARE 28585 0 28585 OTHER BUSINESS EXPENSE 25807 0 16259 PAYROLL PROCESSING 3640 0 3640 POSTAGE 1317 0 1317 UTILITIES 5187 0 5187 BOSTON PUBLIC SCHOOLS 61773 0 61773 EVENTS 385 0 385 MISCELLANEOUS 15 0 15 NIRAJ AND JILL SHAH 31 ST JAMES AVE SUITE 740 BOSTON MA 02116 US TREASURY 160000 0 0 COMMONWEALTH OF MASS 1110 1110 0 EMPLOYER PAYROLL TAXES 68096 0 68096