2015-06-15T08:44:57-05:00 2014-12-31 042929802 RODMAN & RODMAN PC 3 NEWTON EXECUTIVE PARK NEWTON MA 024621433 990PF 2014-01-01 046903459 BIERLY BOASBERG FOUNDATION BIER 6175722532 199 OTIS STREET NEWTON MA 02465 CHRISTOPHER BIERLY TRUSTEE 6175722532 2015-05-26 1 THOMAS ASTORE P01391196 6179655959 2015-05-22 2014 2016-02-25 16:41:14Z X 3671555 X 400877 58683 58683 241128 1762381 241128 700688 299811 0 0 0 0 0 30384 30384 0 0 3195 1758 0 0 33579 32142 0 0 194625 194625 228204 32142 0 194625 472484 267669 0 94005 91128 91128 60215 241793 241793 1038507 1632390 2099711 1449811 1149711 1238923 2642538 3115022 3671555 0 0 X 0 0 0 0 2642538 3115022 2642538 3115022 2642538 3115022 2642538 472484 0 3115022 0 3115022 MORGAN STANLEY - ST COVERED 2013-12-01 2014-12-31 610479 600219 10260 10260 MORGAN STANLEY - LT COVERED 2010-01-01 2014-12-31 901882 779333 122549 122549 MORGAN STANLEY - LT NON COVERED 2010-01-01 2014-12-31 190054 141701 48353 48353 CAPITAL GAINS DIVIDENDS P 59966 59966 59966 241128 10260 0 178185 2665639 0.066845 112528 2156920 0.052171 115511 1653637 0.069853 109455 1261557 0.086762 125458 743632 0.168710 0.444341 0.088868 3173395 282013 2677 284690 194625 5353 0 5353 0 5353 5425 5425 72 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A MARGARET BOASBERG 6175722532 199 OTIS STREET NEWTON MA 02465 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHRISTOPHER BIERLY 199 OTIS STREET NEWTON MA 02465 TRUSTEE 1.00 0 0 0 MARGARET BOASBERG 199 OTIS STREET NEWTON MA 02465 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 3177501 44220 0 3221721 0 0 3221721 48326 3173395 158670 158670 5353 5353 153317 0 153317 0 153317 194625 0 194625 0 194625 153317 0 0 88491 48256 39632 5027 48086 229492 194625 0 0 0 153317 41308 0 0 270800 0 0 0 0 0 0 88491 182309 48256 39632 5027 48086 41308 CHRISTOPHER BIERLY MARGARET BOASBERG MARGARET BOASBERG 199 OTIS STREET NEWTON MA 02456 6179653626 NOT APPLICABLE NOT APPLICABLE THE FOUNDATION MAKES CHARITABLE CONTRIBUTIONS ONLY FOR CHARITABLE, EDUCATIONAL OR SCIENTIFIC PURPOSES DEFINED BY SEC 501 (C) (3) OF THE INTERNAL REVENUE CODE BAIN CAPITAL'S CHILDREN'S CHARITIES 111 HUNTINGTON AVENUE BOSTON MA 02199 NONE PC GENERAL DONATION 12500 BOYS AND GIRLS CLUB OF BOSTON 50 CONGRESS STREET SUITE 730 BOSTON MA 02109 NONE PC GENERAL DONATION 2500 CAMERON AND HAYDEN LORD FOUNDATION 110 RIVERSIDE DRIVE 12C NEW YORK NY 10024 NONE PC GENERAL DONATION 1000 CAMP HOLIDAY TRAILS 400 HOLIDAY TRAILS LANE CHARLOTTESVILLE VA 22903 NONE PC GENERAL DONATION 5000 CHILDRENS HOSPITAL 300 LONGWOOD AVE BOSTON MA 02115 NONE PC GENERAL DONATION 5000 CITY YEAR 287 COLUMBUS AVENUE BOSTON MA 02116 NONE PC GENERAL DONATION 2000 CRADLES TO CRAYONS 155 N BEACON ST BRIGHTON MA 02115 NONE PC GENERAL DONATION 500 CULTURAL LANDSCAPE FOUNDATION 1711 CONNECTICUT AVENUE NW SUITE 200 WASHINGTON DC 20009 NONE PC GENERAL DONATION 1000 DIAN FOSSEY GORILLA FUND SUITE 200 ATLANTA GA 30315 NONE PC GENERAL DONATION 5000 DOCTORS WITHOUT BORDERS 333 7TH AVENUE 2ND FLOOR NEW YORK NY 10001 NONE PC GENERAL DONATION 5000 ENDEAVOR GLOBAL 900 BROADWAY NEW YORK NY 10003 NONE PC GENERAL DONATION 7500 FOUNDATION FIGHTING BLINDNESS 7168 COLUMBIA GATEWAY DRIVE SUITE 100 COLUMBIA MD 21046 NONE PC GENERAL DONATION 1500 FRIENDS OF THE NICU (BRIGHAM AND WOMEN'S HOSPITAL) 75 FRANCIS STREET BOSTON MA 02115 NONE SO II GENERAL DONATION 10000 JUMPSTART 308 CONGRESS ST 6TH FLOOR BOSTON MA 02210 NONE PC GENERAL DONATION 1500 NANTUCKET CONSERVATION FOUNDATION 118 CLIFF ROAD NANTUCKET MA 02554 NONE PC GENERAL DONATION 1000 NANTUCKET COTTAGE HOSPITAL 57 PROSPECT ST UNIT 1 NANTUCKET MA 02554 NONE PC GENERAL DONATION 2500 NANTUCKET DREAMLAND FOUNDATION 17 SOUTH WATER STREET NANTUCKET MA 02554 NONE PC GENERAL DONATION 5000 NANTUCKET DREAMLAND FOUNDATION 17 SOUTH WATER STREET NANTUCKET MA 02554 NONE PC GENERAL DONATION 10000 NEWTON COMMUNITY SERVICE CENTER 492 WALTHAM ST WEST NEWTON MA 02465 NONE PC GENERAL DONATION 500 NEWTON-WELLESLEY HOSPITAL CHARITABLE FOUNDATION 2014 WASHINGTON STREET NEWTON MA 02462 NONE PC GENERAL DONATION 300 PARK SCHOOL 171 GODDARD AVE BROOKLINE MA 02445 NONE PC GENERAL DONATION 50000 PARTNERS IN HEALTH 3RD FLOOR 888 COMMONWEALTH AVE BOSTON MA 02215 NONE PC GENERAL DONATION 5000 PENCILS FOR PROMISE 37 WEST 28TH STREET 3RD FL NEW YORK NY 10001 NONE PC GENERAL DONATION 2000 SECOND STEP (THE) PO BOX 600213 NEWTONVILLE MA 02460 NONE PC GENERAL DONATION 250 STANFORD GSB 655 KNIGHT WAY STANFORD CALIFORNIA CA 94305 NONE PC GENERAL DONATION 250 UNITED WAY OF MASS BAY 51 SLEEPER STREET BOSTON MA 02210 NONE PC GENERAL DONATION 50000 UNIVERSITY OF VIRGINIA 1300 JEFFERSON PARK AVE CHARLOTTESVILLE VA 22903 NONE PC GENERAL DONATION 5000 UNIVERSITY OF VIRGINIA - FUND FOR THE ARTS 1300 JEFFERSON PARK AVE CHARLOTTESVILLE VA 22903 NONE PC GENERAL DONATION 2500 YALE UNIVERSITY - CLASS DUES 206 ELM ST NEW HAVEN CT 06520 NONE PC GENERAL DONATION 75 YALE UNIVERSITY- ALUMNI FUND 206 ELM ST NEW HAVEN CT 06520 NONE PC GENERAL DONATION 250 194625 0 14 58683 18 241128 0 299811 0 299811 0 0 0 0 0 0 0 0 0 0 X X 1 CHRISTOPHER BIERLY AND MARGARET BOA 199 OTIS STREET NEWTON MA 02465 64000 X 2 CHRISTOPHER BIERLY AND MARGARET BOA 199 OTIS STREET NEWTON MA 02465 100097 X X 3 CHRISTOPHER BIERLY AND MARGARET BOA 199 OTIS STREET NEWTON MA 02465 99869 X X 4 CHRISTOPHER BIERLY AND MARGARET BOA 199 OTIS STREET NEWTON MA 02465 4421 X X 5 CHRISTOPHER BIERLY AND MARGARET BOA 199 OTIS STREET NEWTON MA 02465 6829 X X 6 CHRISTOPHER BIERLY AND MARGARET BOA 199 OTIS STREET NEWTON MA 02465 11208 X X 7 CHRISTOPHER BIERLY AND MARGARET BOA 199 OTIS STREET NEWTON MA 02465 5940 X X 8 CHRISTOPHER BIERLY AND MARGARET BOA 199 OTIS STREET NEWTON MA 02465 8700 X X 9 CHRISTOPHER BIERLY AND MARGARET BOA 199 OTIS STREET NEWTON MA 02465 5708 X X 10 CHRISTOPHER BIERLY AND MARGARET BOA 199 OTIS STREET NEWTON MA 02465 8009 X X 11 CHRISTOPHER BIERLY AND MARGARET BOA 199 OTIS STREET NEWTON MA 02465 7108 X X 12 CHRISTOPHER BIERLY AND MARGARET BOA 199 OTIS STREET NEWTON MA 02465 9562 X X 13 CHRISTOPHER BIERLY AND MARGARET BOA 199 OTIS STREET NEWTON MA 02465 6126 X X 14 CHRISTOPHER BIERLY AND MARGARET BOA 199 OTIS STREET NEWTON MA 02465 7220 X X 15 CHRISTOPHER BIERLY AND MARGARET BOA 199 OTIS STREET NEWTON MA 02465 6602 X X 16 CHRISTOPHER BIERLY AND MARGARET BOA 199 OTIS STREET NEWTON MA 02465 8136 X X 17 CHRISTOPHER BIERLY AND MARGARET BOA 199 OTIS STREET NEWTON MA 02465 15416 X X 18 CHRISTOPHER BIERLY AND MARGARET BOA 199 OTIS STREET NEWTON MA 02465 6971 X X 19 CHRISTOPHER BIERLY AND MARGARET BOA 199 OTIS STREET NEWTON MA 02465 11673 X X 20 CHRISTOPHER BIERLY AND MARGARET BOA 199 OTIS STREET NEWTON MA 02465 7282 X X 2 648 SHARES ISHARES RUSSELL MID-CAP ETF 100097 2014-04-22 3 507 SHARES SPDR TRUST SERIES 1 99869 2014-07-30 4 23 SHARES ALEXION PHARM INC 4421 2014-10-28 5 108 SHARES ALLSTATE CORP 6829 2014-10-28 6 105 SHARES APPLE INC 11208 2014-10-28 7 130 SHARES ARCHER DANIELS MIDLAND 5940 2014-10-28 8 38 SHARES BAIDU INC ADS 8700 2014-10-28 9 54 SHARES CELGENE CORP 5708 2014-10-28 10 94 SHARES CVS HEALTH CORP COM 8009 2014-10-28 11 88 SHARES FACEBOOK INC CL-A 7108 2014-10-28 12 70 SHARES GENL DYNAMICS CORP 9562 2014-10-28 13 54 SHARES GILEAD SCIENCE 6126 2014-10-28 14 214 SHARES INTEL CORP 7220 2014-10-28 15 63 SHARES JOHNSON & JOHNSON 6602 2014-10-28 16 175 SHARES MICROSOFT CORP 8136 2014-10-28 17 418 SHARES ROCHE HOLDINGS ADR 15416 2014-10-28 18 60 SHARES UNION PACIFIC CORP 6971 2014-10-28 19 126 SHARES UNITEDHEALTH GP INC 11673 2014-10-28 20 108 SHARES V F CORPORATION 7282 2014-10-28 MORGAN STANLEY - CORPORATE STOCK 1632390 2099711 MORGAN STANLEY - MUTUAL FUNDS AT COST 1149711 1238923 INVESTMENT MANAGEMENT FEES 30384 30384 0 0 FOREIGN TAXES 1758 1758 0 0 2013 TAXES PAID - IRS 1312 0 0 0 2013 TAXES PAID - MA 125 0 0 0