2015-08-12T14:59:02-05:00 2014-12-31 042387531 SULLIVAN & WORCESTER ONE POST OFFICE SQUARE BOSTON MA 02109 990PF 2014-01-01 043528004 POPPLESTONE FOUNDATION C/O SULLIVAN & WORCESTER LLP POPP 6173382839 ONE POST OFFICE SQUARE BOSTON MA 02109 ALAN J DWORSKY TRUSTEE 6173382839 2015-08-12 CHRISTOPHER C CURTIS P00492268 6173382800 2014 2016-02-25 16:41:14Z X 57972355 X X 2320 2320 271627 271627 1868639 16189049 1868639 2142586 2142586 0 0 0 7978 0 7978 91976 0 0 20294 19794 500 120248 19794 8478 3125692 3125692 3245940 19794 3134170 -1103354 2122792 -1 -2 -2 10156568 6673826 6673826 20703515 23338513 34284862 11324378 11068899 17013669 42184460 41081236 57972355 0 0 X 0 0 0 0 42184460 41081236 42184460 41081236 42184460 41081236 42184460 -1103354 130 41081236 0 41081236 5,000 SHS. GOOGLE INC. CL. A P 2014-02-18 2014-03-13 5932948 6056798 -123850 -123850 357,142.857 SHS. LAZARD GLOBAL LISTED INFRAS INST'L P 2014-04-09 2014-08-07 5025000 5000000 25000 25000 25,000 SHS. WHOLE FOODS MARKET INC. P 2011-03-08 2014-02-14 1294295 731146 563149 563149 75,000 SHS. WHOLE FOODS MARKET INC. P 2014-03-25 3934638 2260739 1673899 1673899 BIOVENTURES LIMITED PARTNERS K-1 SHORT-TERM GAINS P -8834 -8834 BIOVENTURES LIMITED PARTNERS K-1 LONG-TERM GAINS P -187814 -187814 ZALICUS, INC. P 2014-04-17 2168 75079 -72911 -72911 1868639 0 6246979 54416221 0.114800 2510625 50326949 0.049886 2459674 49569077 0.049621 2191443 49123273 0.044611 2711263 46104876 0.058806 0.317724 0.063545 56799259 3609309 21228 3630537 3134170 42456 0 42456 0 42456 64812 64812 X 1 22355 22355 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 1 1 N/A CHRISTOPHER C CURTIS ESQ 6173382800 SULLIVAN WORCESTER LLP 1 POST OFFICE SQUARE BOSTON MA 02109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALAN J DWORSKY 8 MERCER CIRCLE CAMBRIDGE MA 02138 TRUSTEE 0.00 0 0 0 SUZANNE E WERBER 8 MERCER CIRCLE CAMBRIDGE MA 02138 TRUSTEE 0.00 0 0 0 SALLY L RUBIN 83 KIRKSTALL ROAD NEWTON MA 02460 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 48458842 9205380 0 57664222 0 0 57664222 864963 56799259 2839963 2839963 42456 42456 2797507 0 2797507 0 2797507 3134170 0 3134170 0 3134170 2797507 0 0 1183832 1183832 3134170 0 0 0 2797507 336663 0 0 1520495 0 0 0 0 0 0 0 1520495 1183832 336663 X THE AMERICAN PROSPECT 1333 H STREET NW SUITE 300 WASHINGTON DC 20005 GENERAL USE 250000 BOSTON CHILDREN'S CHORUS 112 SHAWMUT AVENUE SUITE 5B BOSTON MA 02118 GENERAL USE 60000 CAMBRIDGE PUBLIC SCHOOLS 159 THORNDIKE STREET CAMBRIDGE MA 02141 GENERAL USE 223192 CENTER ON BUDGET AND POLICY PRIORITIES 820 FIRST STREET NE WASHINGTON DC 20002 GENERAL USE 250000 CHORUS AMERICA P O BOX 2646 ARLINGTON VA 222020646 GENERAL USE 170000 ENVIRONMENTAL WORKING GROUP 1436 U STREET NW SUITE 100 WASHINGTON DC 200093987 GENERAL USE 350000 FAMILIES AND WORK INSTITUTE 267 FIFTH AVENUE 2ND FLOOR NEW YORK NY 10016 GENERAL USE 250000 FIDELITY CHARITABLE GIFT FUND P O BOX 770001 CINCINNATI OH 452770053 GENERAL USE 450000 INSTITUTE ON TAXATION AND ECONOMIC POLICY 1616 P STREET NW SUITE 200 WASHINGTON DC 20036 GENERAL USE 250000 METROPOLITAN OPERA GUILD LINCOLN CENTER PLAZA NEW YORK NY 10023 GENERAL USE 225000 NATIONAL GUILD FOR COMMUNITY ARTS EDUCATION 520 8TH AVENUE NEW YORK NY 10018 GENERAL USE 135000 NATIONAL PARK FOUNDATION 1201 EYE STREET NW SUITE 550B WASHINGTON DC 20005 GENERAL USE 225000 THE URBAN INSTITUTE 2100 M STREET NW WASHINGTON DC 20037 GENERAL USE 250000 COMMUNICATIONS CONSORTIUM 401 9TH STREET NORTHWEST 450 WASHINGTON DC 20004 GENERAL USE 37500 3125692 0 14 2320 14 271627 18 1868639 0 2142586 0 2142586 0 0 0 0 0 0 0 0 0 0 EXPLANATION CONCERNING PART VII-A, LINE 12 PART VII-A, LINE 12 THE FOUNDATION IS TREATING THE GRANT AS A QUALIFYING DISTRIBUTION, BECAUSE IT WILL BE USED TO ACCOMPLISH A SECTION 170(C)(2)(B) PURPOSE BY FACILITATING A NUMBER OF SMALL GRANTS TO SUPPORT ARTS & CULTURE, COMMUNITY DEVELOPMENT & SOCIAL SERVICES, AND SCIENTIFIC RESEARCH IN A PARTICULAR GEOGRAPHIC REGION. ADVENT SOFTWARE 5270248 7233338 ZALICUS (FORMERLY COMBINATORX) 0 0 WHOLE FOODS MARKET 0 0 AMAZON.COM 4731636 5275950 GARTNER, INC. 3458161 5894700 ABBVIE INC. 3585684 6544000 ENANTA PHARMACEUTICALS INC. 6007892 7999163 ENANTA-BIOVENTURES 284892 1337711 BIOVENTURES INVESTORS, LPII AT COST 1068899 2486866 COVALENT CAPITAL PARTNERS AT COST 10000000 14526803 SULLIVAN & WORCESTER LLP 7978 0 7978 CUSTODIAL FEE (FIDUCIARY TRUST CO.) 17928 17928 0 2013 MA FORM PC FILING FEE 500 0 500 TAX RETURN SVC. (FIDUCIARY TR CO.) 490 490 0 BIOVENTURES INVESTORS LIMITED K-1 INTEREST EXPENSE 1376 1376 0 ADJUSTMENT FOR DIVIDEND TIMING 130 2013 FORM 990-PF 21884 0 0 2014 ESTIMATED TAX PAYMENTS 64812 0 0 FOREIGN TAXES PAID 5280 0 0