2020-11-12T15:09:23-06:00 2019-12-31 043540129 PAUL MCCOY FAMILY OFFICE SERVICES LLP 31 ST JAMES AVENUE SUITE 740 BOSTON MA 02116 990PF 2019-01-01 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 2020-11-12 1 JACQUELINE R MCCOY P00140149 6179333600 38.97.64.227 2020-11-12 11:56:23 ES P 8600590BFACF297B287DC29AD4D958772C4BE302 8600590BFACF297B287DC29AD4D958772C4BE302 2019 2021-04-22 16:20:28Z X 63020732 X 17117380 119642 119642 1800 1800 1800 3306201 6475551 6475551 20545023 6596993 374980 0 374980 717781 0 717781 119859 0 119859 24596 0 24596 47712 47712 0 219359 1134 73225 185696 0 185696 62845 0 62845 525160 7 483622 2277988 48853 2042604 245886 245886 2523874 48853 2288490 18021149 6548140 3342651 7408182 7408182 40526990 54475020 55577550 0 35000 35000 43869641 61918202 63020732 27412 0 27412 X 0 0 0 0 43869641 61890790 43869641 61890790 43869641 61918202 43869641 18021149 0 61890790 0 61890790 3000 SHARES WAYFAIR D 2017-09-05 2019-01-17 283347 283347 283347 3000 SHARES WAYFAIR D 2017-09-05 2019-02-21 370169 370169 370169 3000 SHARES WAYFAIR D 2017-09-05 2019-02-27 481334 481334 481334 12000 SHARES WAYFAIR D 2017-09-05 2019-02-27 1925569 1925569 1925569 3000 SHARES WAYFAIR D 2017-09-05 2019-03-21 508461 508461 508461 3000 SHARES WAYFAIR D 2017-09-05 2019-03-21 508551 508551 508551 3000 SHARES WAYFAIR D 2017-09-05 2019-04-18 442910 442910 442910 1500 SHARES WAYFAIR D 2017-09-05 2019-05-23 229254 229254 229254 1000 SHARES WAYFAIR D 2017-09-05 2019-05-23 152819 152819 152819 1500 SHARES WAYFAIR D 2017-09-05 2019-06-20 236358 236358 236358 1000 SHARES WAYFAIR D 2017-09-05 2019-06-20 157594 157594 157594 1000 SHARES WAYFAIR D 2017-09-05 2019-07-18 150673 150673 150673 1500 SHARES WAYFAIR D 2017-09-05 2019-07-18 226069 226069 226069 1500 SHARES WAYFAIR D 2017-09-05 2019-08-22 169097 169097 169097 1500 SHARES WAYFAIR D 2017-09-05 2019-09-19 199407 199407 199407 1500 SHARES WAYFAIR D 2017-09-05 2019-10-17 163797 163797 163797 1500 SHARES WAYFAIR D 2017-09-05 2019-12-17 135056 135056 135056 1500 SHARES WAYFAIR D 2017-09-05 2019-12-17 135086 135086 135086 6475551 0 1962672 38772223 0.050621 1078817 6056547 0.178124 0.228745 0.114373 64406265 7366338 65481 7431819 2288490 130963 0 130963 0 130963 117030 160000 0 277030 X 201 145866 145866 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 374980 11249 0 BEN VAINER 251 NEWBURY ST BOSTON MA 02115 CHIEF OF STAFF 40.00 124017 3760 0 ORIN GUTLEMER 251 NEWBURY ST BOSTON MA 02115 PROJECT MANAGER 40.00 112740 3382 0 JOHN JUDGE 251 NEWBURY ST BOSTON MA 02115 PROJECT MANAGER 40.00 103786 3153 0 SARAH MCKITTERICK 251 NEWBURY ST BOSTON MA 02115 PROJECT MANAGER 40.00 99595 2811 0 ELIZA NOVICK 251 NEWBURY ST BOSTON MA 02115 ANALYST 40.00 97716 2971 0 0 MATTHEW HAFFENREFFER 251 NEWBURY ST BOSTON MA 02115 ANALYTICAL SOLUTIONS 64535 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 2019, 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. THE FOUNDATION ALSO RENOVATED THE CHS HEALTH CENTER. 113009 0 58406269 6980802 0 65387071 0 0 65387071 980806 64406265 3220313 3220313 130963 130963 3089350 0 3089350 0 3089350 2288490 0 2288490 0 2288490 3089350 0 0 803724 128266 931990 2288490 0 0 0 2288490 0 800860 800860 131130 0 0 0 0 0 0 0 131130 2864 128266 JILL SHAH NIRAJ SHAH X CAPE COD HEALTHCARE FOUNDATION PO BOX 370 HYANNIS MA 02601 NONE PC UNRESTRICTED 250 CITY OF HOPE 1500 E DUARTE ROAD DUARTE CA 91010 NONE PC UNRESTRICTED 250 DANA-FARBER CANCER INSTITUTE PO BOX 849168 BOSTON MA 02284 NONE PC UNRESTRICTED 250 FRANCIS OUIMET SCHOLARSHIP 300 ARNOLD PALMAR BLVD NORTON MA 02766 NONE PC UNRESTRICTED 258 JDFR INTERNATIONAL 200 VESEY STREET 28TH FLOOR NEW YORK CITY NY 10281 NONE PC UNRESTRICTED 250 MEMORIAL SLOAN KETTERING CANCER CENTER 885 SECOND AVENUE 7TH FLOOR NEW YORK CITY MA 10017 NONE PC UNRESTRICTED 500 NPH USA 134 N LASALLE ST SUITE 500 CHICAGO IL 60602 NONE PC UNRESTRICTED 513 PAN MASS CHALLENGE 77 4TH AVE NEEDHAM MA 02494 NONE PC UNRESTRICTED 102 PROJECT BREAD 145 BORDER STREET EAST BOSTON MA 02128 NONE PC UNRESTRICTED 650 STEPPING STONE FOUNDATION 1 APPLETON ST BOSTON MA 02116 NONE PC UNRESTRICTED 25 THE STURGE WEBER FOUNDATION 12345 JONES RD STE 125 HOUSTON TX 77070 NONE PC UNRESTRICTED 250 STRATEGIC GRANT PARTNERS 240 NEWBURY STREET BOSTON MA 02116 NONE PF ALL FUNDS MUST BE EXPENDED FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. 242188 THE FOOD PROJECT 10 LEWIS STREET LINCOLN MA 01773 NONE PC UNRESTRICED 250 YEAR UP 45 MILK STREET 9TH FLOOR BOSTON MA 02109 NONE PC UNRESTRICTED 150 245886 0 14 119642 16 1800 18 3306201 0 3427643 0 3427643 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 17117380 X 1 182,000 SHARES WAYFAIR 17117380 ACCOUNTING FEES 47712 47712 0 STRATEGIC GRANT PARTNERS 240 NEWBURY STREET 2ND FLOOR BOSTON MA 02116 2019-07-01 242188 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, 2020. IN CONNECTION WITH "EXPENDITURE RESPONSIBILITY" REQUIREMENTS, THE GRANTEE WILL PROVIDE DOCUMENTATION ON USE OF FUNDS BY NOVEMBER 15, 2020. WE WILL PLAN TO INCLUDE THE RESULTS FROM THIS DOCUMENTATION WITH THE SHAH FAMILY FOUNDATION RETURN FILED FOR THE CALENDAR YEAR ENDING DEC 31, 2020. STRATEGIC GRANT PARTNERS 240 NEWBURY STREET 2ND FLOOR BOSTON MA 02116 2018-12-01 423651 TO SUPPORT STRATEGIC GRANT PARTNERS IN ACHIEVING ITS PURPOSE OF PROVIDING FINANCIAL SUPPORT AND PRO BONO CONSULTING SERVICES TO ORGANIZATIONS WITH OUTSTANDING LEADERSHIP AND GAME CHANGING IDEAS THAT IMPROVE THE LIVES OF STRUGGLING INDIVIDUALS AND FAMILIES. 423651 11/15/2019 2019-11-15 ALL FUNDS PROPERLY SPENT. A DETAILED STATEMENT OF USE OF FUNDS IS AVAILABLE UPON REQUEST. CORPORATE STOCK 54475020 55577550 BUSRIGHT INC CONVERTIBLE NOTE AT COST 35000 35000 LEGAL FEES 24596 0 24596 ADVERTISING 8969 0 8969 COMPUTER EXPENSES 5700 0 5700 CONSULTING 113549 0 113549 DUES 50 0 50 GIFTS 4904 0 4904 REIMBURSEMENT 9985 0 9985 LIABILITY INSURANCE 709 0 709 JANITORIAL EXPENSE 10995 0 10995 MEALS 41531 0 0 OFFICE SUPPLIES & SOFTWARE 67091 0 67091 OTHER BUSINESS EXPENSE 5368 0 5368 PAYROLL PROCESSING 2742 0 2742 POSTAGE 84 0 84 UTILITIES 3319 0 3319 BOSTON PUBLIC SCHOOLS 64615 0 64615 CHS HEALTH CENTERS 48395 0 48395 EVENTS 137147 0 137147 BANK FEES 7 7 0 NIRAJ AND JILL SHAH 31 ST JAMES AVE SUITE 740 BOSTON MA 02116 DELAWARE CORP 25 25 0 US TREASURY 145000 0 0 COMMONWEALTH OF MASS 1109 1109 0 EMPLOYER PAYROLL TAXES 73225 0 73225