2014-05-14T08:58:34-05:00 2013-12-31 900751149 THE COLONY GROUP 2 ATLANTIC AVE BOSTON MA 02110 990PF 2013-01-01 453669906 THE LEHANE FAMILY FOUNDATION LEHA 6177238200 C/O THE COLONY GROUP 2 ATLANTIC AVE BOSTON MA 02110 ELISABETH TALBOT TRUSTEE 6177238200 2014-05-13 1 ELISABETH TALBOT P00518757 6177238200 2014-05-08 2013 2015-12-30 17:16:21Z X 167349 X 0 X 4 4 3815 3815 15525 232074 15525 19344 19344 0 0 0 1548 1548 0 25 25 0 45 10 0 1618 1583 0 118387 118387 120005 1583 118387 -100661 17761 4 4 263888 22188 22188 0 141035 145157 263888 163227 167349 0 0 X 263888 163227 0 0 0 0 263888 163227 263888 163227 263888 -100661 0 163227 0 163227 EATON VANCE FDS MULTI STR ABSOLUTE RETURN 2013-02-06 2013-11-01 4507 4713 -206 -206 FIDELITY ADVISOR STRATEGIC REAL TRN 2013-02-06 2013-11-01 4421 4700 -279 -279 FIDELITY ADVISOR NEW INSIGHTS A 2013-02-04 2013-11-01 48517 39700 8817 8817 INDEXIQ ETF TRUST IQ HEDGE MACRO TRACKER ETF 2013-11-01 2013-12-30 5241 5305 -64 -64 ISHARES CORE TOTAL U.S. BOND ETF 2013-02-06 2013-11-01 10312 10584 -272 -272 ISHARES MSCI EMERGING MKTS ETF 2013-02-06 2013-03-22 9881 10363 -482 -482 ISHARES S&P MID-CAP 400 GROWTH ETF 2013-02-06 2013-11-01 20077 17316 2761 2761 ISHARES S&P SMALL-CAP 600 VALUE ETF 2013-02-06 2013-11-01 15792 12915 2877 2877 ISHARES MSCI EAFE SMALL-CAP ETF 2013-02-06 2013-11-01 4907 4225 682 682 ISHARES JPM USD EMRG MKT BND ETF 2013-02-06 2013-11-01 29381 31669 -2288 -2288 ISHARES MSCI EAFE VALUE ETF 2013-02-06 2013-03-22 6660 6645 15 15 ISHARES MSCI EAFE GROWTH ETF 2013-02-06 2013-03-22 11361 11146 215 215 JP MORGAN STRATEGIC INCOME OPP FD 2013-02-06 2013-11-01 10754 10834 -80 -80 STONE RIDGE REINSURANCE RISK PREMIUM M 2013-02-06 2013-11-01 5400 5286 114 114 WISDOMTREE EMG MK SM CAP DV FUND 2013-02-06 2013-03-22 4439 4445 -6 -6 WISDOMTREE LARGE CAP DIV 2013-02-06 2013-11-01 36704 32387 4317 4317 SPDR GOLD TRUST GOLD SHS 2013-03-14 2013-11-01 3539 4316 -777 -777 SPDR GOLD TRUST GOLD SHS 2013-02-06 2013-10-14 10 10 10 CAPITAL GAINS DIVIDENDS P 171 171 171 15525 0 20382 284080 0.071747 0 0 0.000000 0.071747 0.035874 217533 7804 178 7982 118387 X 178 0 178 0 178 0 178 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A ELISABETH TALBOT 6177238200 2 ATLANTIC AVENUE BOSTON MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RICHARD LEHANE 7 ST HELENS COURT GLASHEEN ROAD CORK EI TRUSTEE 0.00 0 0 0 ELISABETH TALBOT 2 ATLANTIC AVE BOSTON MA 02110 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 175115 45731 0 220846 0 0 220846 3313 217533 10877 10877 178 178 10699 0 10699 0 10699 118387 0 118387 178 118209 10699 0 0 6179 6179 118387 0 0 0 10699 107688 0 0 113867 0 0 0 0 0 0 0 113867 6179 107688 RICHARD LEHANE X IRISH EDUCATION FOUNDATION - JOHN HEGARTY TREASURER 19 CROSS STREET MEDFIELD MA 02052 GENERAL 64387 IRISH EDUCATION FOUNDATION - JOHN HEGARTY TREASURER 19 CROSS STREET MEDFIELD MA 02052 GENERAL 54000 118387 0 14 4 14 3815 18 15525 0 19344 0 19344 0 0 0 0 0 0 0 0 0 0 INDEXIQ ETF TRUST IQ HEDGE MULTI-STRATEGY TR ETF 3910 3911 INDEXIQ ETF TRUST IQ HEDGE MACRO TRACKER ETF 5305 5248 ISHARES ASIA/PACIFIC DIVIDEND ETF 4274 4065 ISHARES S&P 500 GROWTH ETF 19678 20738 ISHARES S&P 500 VALUE ETF 19656 20510 ISHARES S&P MID-CAP 400 GROWTH ETF 4948 6008 ISHARES US REAL ESTATE ETF 4314 4100 ISHARES S&P SMALL-CAP 600 VALUE ETF 3788 4895 ISHARES MSCI EAFE VALUE ETF 8433 8580 ISHARES MSCI EAFE GROWTH ETF 8669 8935 POWERSHARES S&P 500 DOWNSIDE HDG PORT ETF 4228 4323 SPDR GLOBAL NATURAL RESOURCES ETF 4245 4270 SPDR BARCLAYS INTERN CORP BOND ETF 5398 5498 VANGUARD INTERMEDIATE TERM CORP BOND ET 24821 24397 VANGUARD CRSP US MID CAP VALUE INDE ETF 6124 6382 VANGUARD CRSP US SM CAP GROWTH IND ETF 4671 4892 WISDOMTREE EMG MK SM CAP DV FUND 4332 4148 STONE RIDGE REINSURANCE RISK PREMIUM M 1464 1485 STONE RIDGE HIGH YLD REINSUR RISK PREM M 2777 2772 MASSACHUSETTS FILING FEE 35 0 0 SPDR GOLD TRUST GOLD SHS EXP 10 10 0 TCG MANAGEMENT FEES 1548 1548 0 FOREIGN TAX PAID 24 24 0 IRS PAYMENT 2012 1 1 0