2018-10-15T17:40:21-05:00 2017-11-30 208031866 Venture Tax Services Inc 31 Home Depot Drive PMB 294 Plymouth MA 02360 990PF 2016-12-01 042944189 MCLANEHARPER CHARITABLE FOUNDATION INC MCLA 6175746700 c/o PA McLane 200 Clarendon St FL56 Boston MA 02116 David H Hopfenberg Clerk 4016670504 2018-10-11 1 David H Hopfenberg P00287396 6175531497 2018-10-13 162.251.172.157 2018-10-13 13:46:43 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A6219BE0681856A629C317AE1957CBB1C551BDC7 2016 2018-06-14 16:35:46Z X 39877458 X 3988340 18035 17959 277692 277692 1061521 8015620 4397032 28439 -3576 5374027 4689107 0 0 0 1905 1905 0 28423 28423 0 294 294 0 22080 2083 0 82872 58648 0 135574 91353 0 1740365 1740365 1875939 91353 1740365 3498088 4597754 484667 3370152 3370152 10642244 9438927 21551506 6863175 9949428 14955800 17990086 22758507 39877458 261500 1531833 261500 1531833 X 0 0 0 0 17728586 21226674 17728586 21226674 17990086 22758507 17728586 3498088 0 21226674 0 21226674 HOTCHKIS & WILEY HIGH 2016-08-26 2017-03-01 1500000 1446515 53485 53485 PRUDENTIAL JENNISON 2016-12-15 2017-10-05 772 667 105 105 PRUDENTIAL JENNISON 2016-12-15 2017-10-05 5893 5097 796 796 PRUDENTIAL JENNISON 2016-12-15 2017-10-05 30309 26216 4093 4093 ENLINK MIDSTREAM LLC 2016-07-19 2017-03-29 3883 3093 790 790 SEMGROUP CORP CL A 2016-06-17 2017-03-29 25248 20799 4449 4449 TARGA RESOURCES 2016-07-19 2017-03-29 48736 32848 15888 15888 WILLIAMS COS INC (DEL) 2016-07-19 2017-03-29 5835 4962 873 873 WILLIAMS COS INC (DEL) 2016-07-19 2017-03-29 38154 32253 5901 5901 WILLIAMS COS INC (DEL) 2016-08-10 2017-03-29 24947 21576 3371 3371 Antero Midstream Partners LP 2016-06-01 2017-03-29 6517 5026 1491 1491 Buckeye Partners LP 2016-06-01 2017-03-29 10172 10600 -428 -428 Buckeye Partners LP 2016-07-19 2017-03-29 1695 1801 -106 -106 Dominion Midstream Partners LP 2016-10-31 2017-03-29 28424 21409 7015 7015 Dominion Midstream Partners LP 2017-03-08 2017-03-29 9475 9260 215 215 Energy Transfer Equity LP 2016-07-19 2017-03-29 77205 60810 16395 16395 Enlink Midstream Partners LP 2016-07-20 2017-03-29 19061 17794 1267 1267 Enterprise Products Partner LP MLP 2016-06-01 2017-03-29 8179 7951 228 228 EQT GP Holdings LP 2016-06-01 2017-03-29 4037 3883 154 154 EQT GP Holdings LP 2016-07-19 2017-03-29 2018 1939 79 79 EQT Midstream Partners LP 2016-06-01 2017-03-29 9561 9620 -59 -59 EQT Midstream Partners LP 2016-07-19 2017-03-29 1912 1918 -6 -6 Magellan Midstream Partners LP 2016-06-01 2017-03-29 21166 19757 1409 1409 Phillips 66 Partners LP 2016-06-01 2017-03-29 15094 16390 -1296 -1296 Phillips 66 Partners LP 2016-07-19 2017-03-29 2516 2696 -180 -180 Plains All American Pipeline LP 2016-06-01 2017-03-29 17512 11057 6455 6455 Shell Midstream Partners LP 2016-06-01 2017-03-29 29644 31110 -1466 -1466 Sunoco Logistics Partners LP 2016-06-01 2017-03-29 13328 14693 -1365 -1365 Valero Energy Partners LP 2016-06-01 2017-03-29 9709 9414 295 295 Western Gas Equity Partners LP 2016-07-19 2017-03-29 11199 9485 1714 1714 Western Gas Partners LP 2016-06-01 2017-03-29 4527 3957 570 570 Western Gas Partners LP 2016-07-19 2017-03-29 4527 3858 669 669 PTP Schedule K-1s 2017-11-30 21 21 21 Lone Cascade LP - Schedule K-1 2015-11-30 203649 -203649 -203649 TA Investors III LP - Schedule K-1 2015-11-30 52 52 52 LOOMIS SAYLES SR 2015-08-27 2017-05-16 250000 251750 -1750 -1750 PRUDENTIAL JENNISON 2016-08-25 2017-10-05 694254 600000 94254 94254 ENLINK MIDSTREAM LLC 2016-03-08 2017-03-29 72190 34670 37520 37520 PLAINS GP HOLDINGS LP 2016-03-08 2017-03-29 55291 31785 23506 23506 SEMGROUP CORP CL A 2016-03-08 2017-03-29 31342 19387 11955 11955 TARGA RESOURCES 2016-03-08 2017-03-29 78273 33443 44830 44830 WILLIAMS COS INC (DEL) 2016-03-08 2017-03-29 25529 16064 9465 9465 Antero Midstream Partners LP 2016-03-08 2017-03-29 30957 22204 8753 8753 Buckeye Partners LP 2016-03-08 2017-03-29 25430 25597 -167 -167 Energy Transfer Equity LP 2016-03-08 2017-03-29 15441 5558 9883 9883 Enlink Midstream Partners LP 2016-03-08 2017-03-29 1815 1073 742 742 Enterprise Products Partner LP MLP 2016-03-08 2017-03-29 49072 40493 8579 8579 EQT GP Holdings LP 2016-03-08 2017-03-29 14801 13141 1660 1660 EQT Midstream Partners LP 2016-03-08 2017-03-29 9561 9412 149 149 Genesis Energy LP 2016-03-08 2017-03-29 52931 44710 8221 8221 Magellan Midstream Partners LP 2016-03-08 2017-03-29 23090 20983 2107 2107 MPLX LP 2016-03-08 2017-03-29 21573 15673 5900 5900 Phillips 66 Partners LP 2016-03-08 2017-03-29 11321 13413 -2092 -2092 Plains All American Pipeline LP 2016-03-08 2017-03-29 29451 19208 10243 10243 Shell Midstream Partners LP 2016-03-08 2017-03-29 29644 33013 -3369 -3369 Sunoco Logistics Partners LP 2016-03-08 2017-03-29 26049 28221 -2172 -2172 Valero Energy Partners LP 2016-03-08 2017-03-29 7282 7343 -61 -61 Western Gas Equity Partners LP 2016-03-08 2017-03-29 44797 32420 12377 12377 Western Gas Partners LP 2016-03-08 2017-03-29 25652 19829 5823 5823 AFFILIATED MANAGERS 1994-03-31 2017-03-01 893407 17407 876000 876000 TEMPUR SEALY INTL INC 2002-11-01 2017-11-01 62718 143 62575 62575 TEMPUR SEALY INTL INC 2002-11-01 2017-11-01 982871 2209 980662 980662 TEMPUR SEALY INTL INC 2002-11-01 2017-11-01 1032417 2352 1030065 1030065 TEMPUR SEALY INTL INC 2002-11-01 2017-11-01 1042905 2352 1040553 1040553 PTP Schedule K-1s 2017-11-30 442 442 442 Lone Cascade LP - Schedule K-1 2017-11-30 5546 5546 5546 TA Investors III LP - Schedule K-1 2017-11-30 1739 -1739 -1739 Viking Long III 2017-08-01 352024 180893 171131 171131 Capital Gains Dividends P 26216 26216 26216 4397032 0 1702186 34031510 0.050018 1527414 34376078 0.044432 1207435 33403489 0.036147 1838424 29484377 0.062352 1643500 30751875 0.053444 0.246393 0.049279 34368882 1693664 45978 1739642 1740365 X 45978 0 45978 0 45978 26244 35000 61244 15266 15266 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A David H Hopfenberg 4016670504 31 Home Depot Drive 294 Plymouth MA 02360 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 P Andrews McLane 77 Dean Road Weston MA 02493 President 0.00 0 0 0 Linda McLane 77 Dean Road Weston MA 02493 Treasurer 0.00 0 0 0 David H Hopfenberg 122 North Road Saunderstown RI 02874 Clerk 0.00 0 0 0 NONE 0 NONE 0 0 23564484 843729 10484053 34892266 0 0 34892266 523384 34368882 1718444 1718444 45978 45978 1672466 0 1672466 0 1672466 1740365 0 1740365 45978 1694387 1672466 1678785 0 0 1740365 1678785 0 0 61580 0 0 0 0 0 0 0 0 1610886 0 0 0 P Andrews McLane X Animal Rescue League of Boston 10 Chandler Street Boston MA 02116 None Public Charity Unrestricted Donation 10000 Appalachian Mountain Club 5 Joy Street Boston MA 02108 None Public Charity Unrestricted Donation 225000 Charles River Watershed Assn 190 Park Road Weston MA 02493 None Public Charity Unrestricted Donation 10000 Currier Gallery 150 Ash Street Manchester NH 03104 None Public Charity Unrestricted Donation 1500 Fenn School 516 Monument Street Concord MA 01742 None Public Charity Unrestricted Donation 4000 Fessenden School 250 Waltham Street Newton MA 02465 None Public Charity Unrestricted Donation 102500 Harvard University 1350 Massachusetts Avenue Cambridge MA 02138 None Public Charity Unrestricted Donation 2500 Landmark School 429 Hale Street Beverly MA 01915 None Public Charity Unrestricted Donation -4500 Middlesex School 1400 Lowell Road Concord MA 01742 None Public Charity Unrestricted Donation 2500 Mill Reef Fund c/o JPM Chase Dept 781682 PO Box 78000 Detroit MI 48278 None Public Charity Unrestricted Donation 7000 Montana Land Reliance 324 Fuller Ave Helena MT 59624 None Public Charity Unrestricted Donation 10000 MSPCA 350 South Huntington Avenue Jamaica Plain MA 02130 None Public Charity Unrestricted Donation 7500 Museum of Fine Arts Boston 465 Huntington Avenue Boston MA 02115 None Public Charity Unrestricted Donation 175000 National Rowing Foundation 67 Mystic Road North Stonington CT 06359 None Public Charity Unrestricted Donation 15000 NH Historical Society 30 Park Street Concord MA 03301 None Public Charity Unrestricted Donation 5000 Phillips Exeter Academy 20 Main Street Exeter NH 03933 None Public Charity Unrestricted Donation 25000 Right To Play 49 West 27th Street Suite 930 New York NY 10001 None Public Charity Unrestricted Donation 25000 Second Congregational Church 16 Court Square Greenfield MA 01301 None Public Charity Unrestricted Donation 200 St Pauls School 325 Pleasant Street Concord NH 03301 None Public Charity Unrestricted Donation 87500 Steppingstone Foundation 155 Federal Street 800 Boston MA 02110 None Public Charity Unrestricted Donation 60000 Teach For America 60 Canal Street Boston MA 02114 None Public Charity Unrestricted Donation 5000 Thompson Island Outward Bound PO Box 127 Boston MA 02127 None Public Charity Unrestricted Donation 1500 University of Michigan 500 S State Street Ann Arbor MI 48109 None Public Charity Unrestricted Donation 5000 Vanderbilt University 2201 West End Avenue Nashville TN 37235 None Public Charity Unrestricted Donation 2500 YMCA Camp Belknap 11 Chase Point Road Mirror Lake NH 03853 None Public Charity Unrestricted Donation 5000 Bull Sugar 2336 SE Ocean Blvd 142 Stuart FL 34996 None Public Charity Unrestricted Donation 12500 Dartmouth Hitchcock Clinic One Medical Center Drive Lebanon NH 03756 None Public Charity Unrestricted Donation 12500 Clan Maclean Association PO Box 61066 Raleigh NC 276611066 None Public Charity Unrestricted Donation 32804 Cure Alzheimers Fund 34 Washington Street Suite 200 Wellesley Hills MA 02481 None Public Charity Unrestricted Donation 5000 Doctors Without Borders 40 Rector Street 16th Floor New York NY 10006 None Public Charity Unrestricted Donation 2000 Friends Of Harvard Rowing 65 N HARVARD STREET Boston MA 02163 None Public Charity Unrestricted Donation 1000 Gonzaga University 502 E Boone Avenue Spokane WA 99202 None Public Charity Unrestricted Donation 2500 Dartmouth College - Tuck School 6068 Blunt Alumni Center Ste 103 Hanover NH 03755 None Public Charity Unrestricted Donation 2500 Riverside Montessori 202 Riverside Drive New York NY 10025 None Public Charity Unrestricted Donation 5000 Row New York 252 West 37th Street 4th Floor New York NY 10018 None Public Charity Unrestricted Donation 1000 Milford Regional Medical Center 14 Prospect Street Milford MA 01757 None Public Charity Unrestricted Donation 250 The Nature Conservancy NH 22 Bridge Street Fl 4th Concord NH 03301 None Public Charity Unrestricted Donation 100000 The Pine School 12350 SE Federal Highway Hobe Sound FL 33455 None Public Charity Unrestricted Donation 10000 US Ski And Snowboard Foundation 1 Victory Lane Box 100 Park City UT 84060 None Public Charity Unrestricted Donation 756583 Wounded Warrior Project 4899 Belfort Road Suite 300 Jacksonville FL 32256 None Public Charity Unrestricted Donation 2000 1735337 0 14 18035 14 277692 18 28439 18 1061521 0 1385687 0 1385687 0 0 0 0 0 0 0 0 0 0 X X 1 P Andrews McLane 77 Dean Road Weston MA 02493 1889433 X X 2 P Andrews McLane 77 Dean Road Weston MA 02493 104737 X X 3 Linda Harper McLane 77 Dean Road Weston MA 02493 1889433 X X 4 Linda Harper McLane 77 Dean Road Weston MA 02493 104737 X X 1 Tempur Sealy - 27,589 shares 1889433 2017-01-04 2 SBA Communications - 1,012 shares 104737 2017-01-01 3 Tempur Sealy - 27,589 shares 1889433 2017-01-04 4 SBA Communications - 1,012 shares 104737 2017-01-04 Venture Tax Services, Inc. 1905 1905 0 Elections can be made under Treasury Regulations section 53.4942(a)-3(d)(2)-----------------------------------------------------------------------------------------------The foundation managers declare that the foundation is making this election under the above subparagraph, and a distribution is made out of the undistributed income of taxable year 2012. UBS (Account PW 20292) 5134605 5411648 UBS (Account PW A8901) 0 0 UBS (Account PW B0674) 4304322 16139858 Lone Cascade LP AT COST 3092279 4405405 Nyes Ledge Capital Offshore Ltd AT COST 382177 661605 TA Investors III LP AT COST 155865 174800 Viking Long III AT COST 2819107 5927862 Adage Capital Partners, LP AT COST 3500000 3786128 Lone Cascade LP - Schedule K-1 - Portfolio Deductions 53273 53273 0 TA Investors III LP - Schedule K-1 - Portfolio Deductions 5375 5375 0 Other Deductions 24224 0 0 Gain of Liquidating 32015 0 32015 LONE CASCADE LP - SCHEDULE K-1 495 495 495 TA Investors III LP - Schedule K-1 -4263 -4263 -4263 Antero Midstream Partners LP - Ordinary Income -14 -14 -14 Buckeye Partners LP - Ordinary Income -425 -425 -425 Dominion Midstream Partners LP - Ordinary Income -104 -104 -104 Energy Transfer Equity LP - Ordinary Income -1082 -1082 -1082 Enlink Midstream Partners LP - Ordinary Income -790 -790 -790 Enterprise Products Partner LP MLP - Ordinary Income -936 -936 -936 EQT GP Holdings LP - Ordinary Income -212 -212 -212 EQT Midstream Partners LP - Ordinary Income -113 -113 -113 Genesis Energy LP - Ordinary Income -2283 -2283 -2283 Magellan Midstream Partners LP - Ordinary Income -448 -448 -448 MPLX LP - Ordinary Income -240 -240 -240 Phillips 66 Partners LP - Ordinary Income -216 -216 -216 Plains All American Pipeline LP - Ordinary Income -898 -898 -898 Shell Midstream Partners LP - Ordinary Income -555 -555 -555 Sunoco Logistics Partners LP - Ordinary Income -420 -420 -420 Valero Energy Partners LP - Ordinary Income -120 -120 -120 Western Gas Equity Partners LP - Ordinary Income -884 -884 -884 Western Gas Partners LP - Ordinary Income -553 -553 -553 Energy Transfer Equity LP - Other net rental income -2 -2 -2 Buckeye Partners LP - Net gain (loss) under section 1231 -68 -68 -68 Energy Transfer Equity LP - Net gain (loss) under section 1231 7 7 7 Enlink Midstream Partners LP - Net gain (loss) under section 1231 -12 -12 -12 Enterprise Products Partner LP MLP - Net gain (loss) under section 1231 -28 -28 -28 EQT GP Holdings LP - Net gain (loss) under section 1231 -1 -1 -1 EQT Midstream Partners LP - Net gain (loss) under section 1231 -2 -2 -2 Genesis Energy LP - Net gain (loss) under section 1231 -5 -5 -5 MPLX LP - Net gain (loss) under section 1231 6 6 6 Plains All American Pipeline LP - Net gain (loss) under section 1231 63 63 63 Western Gas Equity Partners LP - Net gain (loss) under section 1231 -412 -412 -412 Western Gas Partners LP - Net gain (loss) under section 1231 403 403 403 Buckeye Partners LP - Other Portfolio Income 29 29 29 Genesis Energy LP - Other Portfolio Income 3 3 3 Western Gas Equity Partners LP - Other Portfolio Income 912 912 912 Western Gas Partners LP - Other Portfolio Income 1741 1741 1741 Antero Midstream Partners LP - Ordinary Income -83 -83 -83 Buckeye Partners LP - Ordinary Income -1437 -1437 -1437 Dominion Midstream Partners LP - Ordinary Income -550 -550 -550 Energy Transfer Equity LP - Ordinary Income -4370 -4370 -4370 Enlink Midstream Partners LP - Ordinary Income -3863 -3863 -3863 Enterprise Products Partner LP MLP - Ordinary Income -7768 -7768 -7768 EQT GP Holdings LP - Ordinary Income -1263 -1263 -1263 EQT Midstream Partners LP - Ordinary Income -1248 -1248 -1248 Genesis Energy LP - Ordinary Income -12757 -12757 -12757 Magellan Midstream Partners LP - Ordinary Income -2897 -2897 -2897 MPLX LP - Ordinary Income -2023 -2023 -2023 Phillips 66 Partners LP - Ordinary Income -3088 -3088 -3088 Plains All American Pipeline LP - Ordinary Income -2885 -2885 -2885 Shell Midstream Partners LP - Ordinary Income -3116 -3116 -3116 Sunoco Logistics Partners LP - Ordinary Income -5179 -5179 -5179 Valero Energy Partners LP - Ordinary Income -864 -864 -864 Western Gas Equity Partners LP - Ordinary Income -3168 -3168 -3168 Western Gas Partners LP - Ordinary Income -4045 -4045 -4045 Energy Transfer Equity LP - Other net rental income 50 50 50 Energy Transfer Equity LP - Royalties 2 2 2 Antero Midstream Partners LP - Net gain (loss) under section 1231 -7 -7 -7 Buckeye Partners LP - Net gain (loss) under section 1231 -105 -105 -105 Dominion Midstream Partners LP - Net gain (loss) under section 1231 -8 -8 -8 Energy Transfer Equity LP - Net gain (loss) under section 1231 -25 -25 -25 Enlink Midstream Partners LP - Net gain (loss) under section 1231 -239 -239 -239 Enterprise Products Partner LP MLP - Net gain (loss) under section 1231 -136 -136 -136 EQT GP Holdings LP - Net gain (loss) under section 1231 -16 -16 -16 EQT Midstream Partners LP - Net gain (loss) under section 1231 -21 -21 -21 Genesis Energy LP - Net gain (loss) under section 1231 9 9 9 MPLX LP - Net gain (loss) under section 1231 3 3 3 Plains All American Pipeline LP - Net gain (loss) under section 1231 901 901 901 Western Gas Equity Partners LP - Net gain (loss) under section 1231 -75 -75 -75 Western Gas Partners LP - Net gain (loss) under section 1231 -38 -38 -38 Antero Midstream Partners LP - Ordinary Gain 361 361 361 Buckeye Partners LP - Ordinary Gain 806 806 806 Buckeye Partners LP - Ordinary Gain 107 107 107 Dominion Midstream Partners LP - Ordinary Gain 1198 1198 1198 Energy Transfer Equity LP - Ordinary Gain 1837 1837 1837 Enlink Midstream Partners LP - Ordinary Gain 3230 3230 3230 Enterprise Products Partner LP MLP - Ordinary Gain 724 724 724 EQT GP Holdings LP - Ordinary Gain 241 241 241 EQT GP Holdings LP - Ordinary Gain 115 115 115 EQT Midstream Partners LP - Ordinary Gain 911 911 911 EQT Midstream Partners LP - Ordinary Gain 174 174 174 Magellan Midstream Partners LP - Ordinary Gain 1914 1914 1914 Phillips 66 Partners LP - Ordinary Gain 1402 1402 1402 Phillips 66 Partners LP - Ordinary Gain 217 217 217 Plains All American Pipeline LP - Ordinary Gain 309 309 309 Shell Midstream Partners LP - Ordinary Gain 1540 1540 1540 Sunoco Logistics Partners LP - Ordinary Gain 1106 1106 1106 Valero Energy Partners LP - Ordinary Gain 550 550 550 Western Gas Equity Partners LP - Ordinary Gain 836 836 836 Western Gas Partners LP - Ordinary Gain 519 519 519 Western Gas Partners LP - Ordinary Gain 470 470 470 Antero Midstream Partners LP - Ordinary Gain 1995 1995 1995 Buckeye Partners LP - Ordinary Gain 2645 2645 2645 Energy Transfer Equity LP - Ordinary Gain 655 655 655 Enlink Midstream Partners LP - Ordinary Gain 433 433 433 Enterprise Products Partner LP MLP - Ordinary Gain 5065 5065 5065 EQT GP Holdings LP - Ordinary Gain 1101 1101 1101 EQT Midstream Partners LP - Ordinary Gain 1060 1060 1060 Genesis Energy LP - Ordinary Gain 15700 15700 15700 Magellan Midstream Partners LP - Ordinary Gain 2553 2553 2553 MPLX LP - Ordinary Gain 3004 3004 3004 Phillips 66 Partners LP - Ordinary Gain 1253 1253 1253 Plains All American Pipeline LP - Ordinary Gain 1592 1592 1592 Shell Midstream Partners LP - Ordinary Gain 1961 1961 1961 Sunoco Logistics Partners LP - Ordinary Gain 3006 3006 3006 Valero Energy Partners LP - Ordinary Gain 513 513 513 Western Gas Equity Partners LP - Ordinary Gain 3657 3657 3657 Western Gas Partners LP - Ordinary Gain 3400 3400 3400 UBS - Uncleared Checks 261500 1531833 UBS 28423 28423 0 Federal Taxes 19997 0 0 Foreign Taxes 1583 1583 0 State Taxes 500 500 0