2019-11-12T08:02:20-06:00 2018-12-31 043540129 PAUL MCCOY FAMILY OFFICE SERVICES LLP 31 ST JAMES AVENUE SUITE 740 BOSTON MA 02116 990PF 2018-01-01 815082563 SHAH CHARITABLE FOUNDATION C/O PAUL-MCCOY FAMILY OFFICE SHAH 6179333620 31 SAINT JAMES AV NO 740 BOSTON MA 02116 NIRAJ SHAH PRESIDENT 6179333620 2019-11-07 1 JACQUELINE R MCCOY P00140149 6179333600 38.97.64.227 2019-11-07 13:52:47 ES P A8BBAAFC2C0FD82EDD97E081AEC0EF38106BA351 8600590BFACF297B287DC29AD4D958772C4BE302 2018 2020-04-17 16:48:07Z X 46400891 X 20235000 33393 33393 1800 1800 1800 1608049 5199979 5199979 21878242 5235172 370567 0 0 434768 0 805335 106395 0 106395 4787 0 4787 23801 23801 0 127581 1134 51447 166719 0 166719 40129 0 40129 276115 0 232779 1550862 24935 1407591 555081 555081 2105943 24935 1962672 19772299 5210237 213422 3342651 3342651 23883920 40526990 43058240 24097342 43869641 46400891 0 0 X 0 0 0 0 24097342 43869641 24097342 43869641 24097342 43869641 24097342 19772299 0 43869641 0 43869641 2000 SHARES WAYFAIR D 2017-09-05 2018-01-18 171389 171389 171389 8000 SHARES WAYFAIR D 2017-09-05 2018-01-24 720317 720317 720317 2000 SHARES WAYFAIR D 2017-09-05 2018-02-22 196096 196096 196096 2000 SHARES WAYFAIR D 2017-09-05 2018-02-22 196037 196037 196037 2000 SHARES WAYFAIR D 2017-09-05 2018-03-22 151787 151787 151787 2000 SHARES WAYFAIR D 2017-09-05 2018-04-19 136071 136071 136071 2000 SHARES WAYFAIR D 2017-09-05 2018-05-17 169055 169055 169055 6000 SHARES WAYFAIR D 2017-09-05 2018-05-31 540116 540116 540116 2000 SHARES WAYFAIR D 2017-09-05 2018-06-21 224751 224751 224751 2000 SHARES WAYFAIR D 2017-09-05 2018-06-21 224770 224770 224770 2000 SHARES WAYFAIR D 2017-09-05 2018-07-19 246926 246926 246926 2000 SHARES WAYFAIR D 2017-09-05 2018-07-19 247103 247103 247103 2000 SHARES WAYFAIR D 2017-09-05 2018-08-23 248232 248232 248232 2000 SHARES WAYFAIR D 2017-09-05 2018-08-23 248291 248291 248291 2000 SHARES WAYFAIR D 2017-09-05 2018-09-20 286768 286768 286768 2000 SHARES WAYFAIR D 2017-09-05 2018-09-20 286814 286814 286814 3000 SHARES WAYFAIR D 2017-09-05 2018-10-18 371673 371673 371673 3000 SHARES WAYFAIR D 2017-09-05 2018-11-23 254584 254584 254584 3000 SHARES WAYFAIR D 2017-09-05 2018-12-20 279197 279197 279197 ROUNDING ERROR P 2 2 2 5199979 0 1078817 6056547 0.178124 0.178124 0.178124 38772223 6906263 52102 6958365 1962672 104205 0 104205 0 104205 76235 90000 0 166235 0 62030 62030 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 31A BELMONT ST BOSTON MA 02129 MANAGER 40.00 370567 3225 0 NONE 0 MATTHEW HAFFENREFFER 21 BARDWELL STREET JAMAICA PLAIN MA 02130 ANALYTICAL SOLUTIONS 81560 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 2018, 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. 12365 0 37051940 2310723 0 39362663 0 0 39362663 590440 38772223 1938611 1938611 104205 104205 1834406 0 1834406 0 1834406 1962672 0 1962672 0 1962672 1834406 0 0 803724 803724 1962672 0 0 0 1834406 128266 0 0 931990 0 0 0 0 0 0 0 931990 803724 128266 JILL SHAH NIRAJ SHAH X DANA-FARBER CANCER INSTITUTE PO BOX 849168 BOSTON MA 02284 NONE PC UNRESTRICTED 100 MEMORIAL SLOAN KETTERING CANCER CENTER 885 SECOND AVENUE 7TH FLOOR NEW YORK CITY MA 10017 NONE PC UNRESTRICTED 500 CITY OF HOPE 1500 E DUARTE ROAD DUARTE CA 91010 NONE PC UNRESTRICTED 200 CAPE COD HEALTHCARE FOUNDATION PO BOX 370 HYANNIS MA 02601 NONE PC UNRESTRICTED 500 STRATEGIC GRANT PARTNERS 240 NEWBURY STREET BOSTON MA 02116 NONE PF ALL FUNDS MUST BE EXPENDED FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. 553781 555081 0 14 33393 16 1800 18 1608049 0 1643242 0 1643242 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 20235000 X 1 85,000 SHARES OF WAYFAIR 10089500 2018-08-21 1 100,000 SHARES OF WAYFAIR 10145500 2018-11-28 ACCOUNTING FEES 23801 23801 0 STRATEGIC GRANT PARTNERS 240 NEWBURTY STREET 2ND FLOOR BOSTON MA 02116 2017-07-10 163903 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, 2018. IN CONNECTION WITH "EXPENDITURE RESPONSIBILITY" REQUIREMENTS, THE GRANTEE WILL PROVIDE DOCUMENTATION ON USE OF FUNDS BY NOVEMBER 15, 2018. WE WILL PLAN TO INCLUDE A COPY OF THIS DOCUMENTATION WITH THE SHAH FAMILY FOUNDATION RETURN FILED FOR THE CALENDAR YEAR ENDING DEC 31, 2018. CORPORATE STOCK 40526990 43058240 LEGAL FEES 4787 0 4787 ADVERTISING 10177 0 10177 COMPUTER EXPENSES 10040 0 10040 CONSULTING 132470 0 132470 DUES 375 0 375 GIFT 172 0 172 REIMBURSEMENT 1467 0 1467 LIABILITY INSURANCE 746 0 746 JANITORIAL EXPENSE 9525 0 9525 MEALS 43336 0 0 MOVING EXPENSE 554 0 554 OFFICE SUPPLIES & SOFTWARE 33143 0 33143 OTHER BUSINESS EXPENSE 7366 0 7366 POSTAGE 659 0 659 REGISTRATION 1650 0 1650 UTILITIES 4951 0 4951 OTHER 7119 0 7119 BOSTON PUBLIC SCHOOLS 12365 0 12365 NIRAJ AND JILL SHAH 31 ST JAMES AVE SUITE 740 BOSTON MA 02116 DELAWARE CORP 25 25 0 US TREASURY 75000 0 0 COMMONWEALTH OF MASS 1109 1109 0 EMPLOYER PAYROLL TAXES 51447 0 51447