2021-11-15T14:01:12-06:00 2020-12-31 464122151 SCHOFER DILLBERG & COMPANY INC 190 N MAIN STREET THIRD FLOOR NATICK MA 01760 990PF 2020-01-01 046911403 THE SDSC GLOBAL FOUNDATION SDSC 9789754585 2 POSSUM HOLLOW ROAD ANDOVER MA 01810 SUSAN SHUE TRUSTEE 9789754585 2021-11-15 1 SUSAN SHUE 999009999 MARK SCHOFER P00423537 5085458405 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 33563464 X 1704589 48194 48194 392185 392185 1223838 21891472 1917358 21376 21376 3390182 2379113 0 0 0 20000 0 0 116609 5185 0 177065 177065 0 313674 182250 0 1293507 1293507 1607181 182250 1293507 1783001 2196863 472849 896791 896791 20611762 20683193 25894719 376012 841927 861850 3729899 4551612 5910104 25190522 26973523 33563464 0 0 X 0 0 0 0 25190522 26973523 25190522 26973523 25190522 26973523 25190522 1783001 0 26973523 0 26973523 MORGAN STANLEY 499 P 2020-01-01 2020-12-31 706302 721832 -15530 -15530 MORGAN STANLEY 508 P 2020-01-01 2020-12-31 1830781 1588916 241865 241865 MORGAN STANLEY 499 P 2019-01-01 2020-12-31 386896 245651 141245 141245 MORGAN STANLEY 508 P 2019-01-01 2020-12-31 689817 378709 311108 311108 FIDELITY 1249 P 2020-01-01 2020-12-31 312175 257857 54318 54318 FIDELITY 2389 P 2020-01-01 2020-12-31 10063 12018 -1955 -1955 FIDELITY 2390 P 2020-01-01 2020-12-31 10570 8975 1595 1595 FIDELITY 4030 P 2020-01-01 2020-12-31 373216 369535 3681 3681 FIDELITY 4031 P 2020-01-01 2020-12-31 198732 195468 3264 3264 FIDELITY 4028 P 2020-01-01 2020-12-31 114825 115741 -916 -916 FIDELITY 2389 P 2019-01-01 2020-12-31 53355 58044 -4689 -4689 FIDELITY 2390 P 2019-01-01 2020-12-31 112411 68829 43582 43582 FIDELITY 4030 P 2019-01-01 2020-12-31 507745 322344 185401 185401 FIDELITY 4031 P 2019-01-01 2020-12-31 224872 245647 -20775 -20775 FIDELITY 4028 P 2019-01-01 2020-12-31 195749 147730 48019 48019 MERRILL LYNCH 2303 P 2020-01-01 2020-12-31 2271 2972 -701 -701 MERRILL LYNCH 2817 P 2020-01-01 2020-12-31 646612 647371 -759 -759 MERRILL LYNCH 3011 P 2020-01-01 2020-12-31 812367 780877 31490 31490 MERRILL LYNCH 3012 P 2020-01-01 2020-12-31 3939 4810 -871 -871 MERRILL LYNCH 3013 P 2020-01-01 2020-12-31 48262 58266 -10004 -10004 MERRILL LYNCH 4027 P 2020-01-01 2020-12-31 352952 377422 -24470 -24470 MERRILL LYNCH 2817 P 2019-01-01 2020-12-31 326974 301502 25472 25472 MERRILL LYNCH 3011 P 2019-01-01 2020-12-31 1533937 1060514 473423 473423 MERRILL LYNCH 3012 P 2019-01-01 2020-12-31 194166 133068 61098 61098 MERRILL LYNCH 3013 P 2019-01-01 2020-12-31 232039 212654 19385 19385 MERRILL LYNCH 4026 P 2019-01-01 2020-12-31 64671 83495 -18824 -18824 MERRILL LYNCH 4027 P 2019-01-01 2020-12-31 413093 353369 59724 59724 UBS 5428 P 2020-01-01 2020-12-31 4170897 4223416 -52519 -52519 UBS 5428 P 2019-01-01 2020-12-31 532512 417413 115099 115099 JP MORGAN 5921 P 2020-01-01 2020-12-31 1419402 1446595 -27193 -27193 JP MORGAN 5922 P 2019-01-01 2020-12-31 216510 216066 444 444 JP MORGAN 5921 P 2019-01-01 2020-12-31 1818280 1728864 89416 89416 BNY MELLON 2000 P 2020-01-01 2020-12-31 755124 605551 149573 149573 BNY MELLON 2000 P 2019-01-01 2020-12-31 1797491 2037550 -240059 -240059 GOLDMAN SACHS 8478 P 2019-01-01 2020-12-31 260061 239343 20718 20718 TD AMERITRADE 0098 P 2019-01-01 2020-12-31 437647 305700 131947 131947 CAPITAL GAINS DIVIDENDS P 124756 124756 124756 1917358 30536 0 30536 0 30536 91667 0 0 0 91667 0 61131 61131 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 1 1 N/A THE ORGANIZATION 9789754585 2 POSSUM HOLLOW ROAD ANDOVER MA 01810 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHIKONG SHUE 2 POSSUM HOLLOW ROAD ANDOVER MA 01810 TRUSTEE 2.00 0 0 0 SUSAN SHUE 2 POSSUM HOLLOW ROAD ANDOVER MA 01810 TRUSTEE 2.00 0 0 0 NONE 0 MERRILL LYNCH 125 HIGH STREET BOSTON MA 02110 INVESTMENT MANAGEMENT SERVICES 60473 0 0 28010490 860107 0 28870597 0 0 28870597 433059 28437538 1421877 1421877 30536 30536 1391341 0 1391341 0 1391341 1293507 0 1293507 0 1293507 1391341 869013 0 0 1293507 869013 0 0 424494 0 0 0 0 0 0 0 0 966847 0 0 0 CHIKONG SHUE SUSAN SHUE X FIDELITY CHARTIABLE GIFT FUND PO BOX 770001 CINCINNATI OH 45277 PUBLIC CHARITY FUNDS TO BE DISTRIBUTED TO 501(C)(3) PUBLIC CHARITIES 990000 NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE ROAD JENKINTOWN PA 19046 PUBLIC CHARITY GENERAL PURPOSE 303507 1293507 0 18 48194 18 392185 14 21376 18 1223838 0 1685593 0 1685593 0 0 0 0 0 0 0 0 0 0 X X 1 CHIKONG & SUSAN SHUE 2 POSSUM HOLLOW ROAD ANDOVER MA 01810 1704589 X 1 VARIOUS PUBLICLY TRADED SECURITIES 1704589 2020-12-31 SCHOFER DILLBERG & COMPANY 20000 0 0 THE FOUNDATION IS ELECTING UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY $208,344 OF 2017 QUALIFYING DISTRIBUTIONS TO UNDISTRIBUTED INCOME REMAINING FROM YEAR 2015. 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