2014-05-12T12:35:44-05:00 2013-12-31 263753134 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990PF 2013-01-01 256050238 THE SIDNEY A SWENSRUD FOUNDATION SIDN 6174230808 88 BROAD STREET 2ND FLOOR BOSTON MA 02110 NANCY S ANTHONY TRUSTEE 6174230808 2014-05-07 1 TODD EISENBERG P00097236 6177610600 2014-05-07 2013 2015-12-30 17:16:21Z X 19701098 X X 83950 83950 333573 333573 1871198 27336075 1871198 2111 0 2290832 2288721 0 0 0 2850 2850 0 174060 174060 0 2600 2600 0 1672 1672 0 181182 181182 0 920000 920000 1101182 181182 920000 1189650 2107539 1868135 625822 625822 194370 149388 164850 7931162 11104936 14535461 1334232 735875 765659 2823302 2727831 3609306 14151201 15343852 19701098 0 0 X 12684547 12684547 0 0 1466654 2659305 14151201 15343852 14151201 15343852 14151201 1189650 3001 15343852 0 15343852 PUBLICLY TRADED STOCK P 23632571 22880296 752275 752275 PUBLICLY TRADED STOCK P 3593065 2584581 1008484 1008484 CAPITAL GAINS FROM PASSTHROUGH ENTITY - BSCP P 101077 101077 101077 CAPITAL GAINS FROM PASSTHROUGH ENTITY - OCIF P 2517 2517 2517 CAPITAL GAINS DIVIDENDS P 6845 6845 6845 1871198 0 1193741 18542415 0.064379 611500 18573226 0.032924 805115 16151369 0.049848 772278 15060546 0.051278 930243 19341379 0.048096 0.246525 0.049305 18970233 935327 21075 956402 920000 42151 0 42151 0 42151 9760 9760 X 32391 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A NANCY S ANTHONY TRUSTEE 6174230808 88 BROAD STREET 2ND FLOOR BOSTON MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NANCY S ANTHONY 88 BROAD STREET 2ND FLOOR BOSTON MA 02110 TRUSTEE 10.00 0 0 0 DOZIER GARDNER 88 BROAD STREET 2ND FLOOR BOSTON MA 02110 TRUSTEE 0.50 0 0 0 NONE 0 FERNWOOD ADVISORS INC 88 BROAD STREET 2ND FL BOSTON MA 02110 ADMIN SERVICES / INVESTMENT MGMT 115000 MORGAN STANLEY 125 HIGH STREET 24TH FL BOSTON MA 02110 INVESTMENT MANAGEMENT 55767 0 0 18465201 793919 0 19259120 0 0 19259120 288887 18970233 948512 948512 42151 42151 906361 0 906361 0 906361 920000 0 920000 0 920000 906361 0 0 14399 14399 920000 0 0 0 906361 13639 0 0 28038 0 0 0 0 0 0 0 28038 14399 13639 X ALLIANCE FOR SCHOOL CHOICES 1660 L STREET NW SUITE 1000 WASHINGTON DC 20036 NONE PUBLIC CHARITY EDUCATION 10000 BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVENUE BOSTON MA 02115 NONE PUBLIC CHARITY HEALTH GENERAL 250000 BUILDING EXCELLENT SCHOOLS 31 MILK STREET 6TH FLOOR BOSTON MA 02109 NONE PUBLIC CHARITY EDUCATION 25000 CALIFORNIANS FOR POPULATION STABILIZATION 1129 STATE STREET SUITE 3-D SANTA BARBARA CA 93101 NONE PUBLIC CHARITY EDUCATION POPULATION/ENVIRONMENT 5000 CATHOLIC SCHOOLS FOUNDATION THE 260 FRANKLIN STREET SUITE 630 BOSTON MA 02110 NONE PUBLIC CHARITY EDUCATION 20000 CENTER FOR IMMIGRATION STUDIES 1522 K STREET NW SUITE 820 WASHINGTON DC 20005 NONE PUBLIC CHARITY EDUCATION IMMIGRATION REFORM 20000 LANDON SCHOOL 6101 WILSON LANE BETHESDA MD 20817 NONE PUBLIC CHARITY EDUCATION 10000 DANA FARBER CANCER INSTITUTE 10 BROOKLINE PLACE WEST BROOKLINE MA 02445 NONE PUBLIC CHARITY HEALTH GENERAL 50000 FEDERATION FOR AMERICAN IMMIGRATION REFORM 25 MASSACHUSETTS AVE NW SUITE 330 WASHINGTON DC 20001 NONE PUBLIC CHARITY EDUCATION -IMMIGRATION REFORM 200000 FUND FOR AMERICAN STUDIES 1706 NEW HAMPSHIRE AVE NW WASHINGTON DC 20009 NONE PUBLIC CHARITY EDUCATION POPULATION/ENVIRONMENT 5000 HERITAGE FOUNDATION THE 214 MASSACHUSETTS AVENUE NE WASHINGTON DC 20002 NONE PUBLIC CHARITY PUBLIC POLICY/BETTER GOVERNMENT 20000 IMMIGRATION REFORM LAW INSTITUTE 25 MASSACHUSETTS AVENUE NW SUITE 335 WASHINGTON DC 20001 NONE PUBLIC CHARITY EDUCATION -IMMIGRATION REFORM 15000 MA SCHOOL OF PROFESSIONAL PSYCHOLOGY - THE FREEDMAN CENTER 1 WELLS AVENUE NEWTON MA 02459 NONE PUBLIC CHARITY HEALTH GENERAL 75000 MANHATTAN INSTITUTE FOR POLICY RESEARCH 52 VANDERBILT AVENUE NEW YORK NY 10017 NONE PUBLIC CHARITY PUBLIC POLICY/BETTER GOVERNMENT 10000 MOUNTAIN STATES 2596 SOUTH LEWIS WAY LAKEWOOD CO 80227 NONE PUBLIC CHARITY PUBLIC POLICY/BETTER GOVERNMENT 15000 MUSEUM OF SCIENCE SCIENCE PARK BOSTON MA 02114 NONE PUBLIC CHARITY CULTURAL -ARTS/MUSEUMS 25000 NATIONAL COUNCIL ON TEACHER QUALITY 1420 NEW YORK AVENUE SUITE 800 WASHINGTON DC 20005 NONE PUBLIC CHARITY EDUCATION 30000 PHILANTHROPY ROUNDTABLE THE 1150 17TH STREET NW SUITE 503 WASHINGTON DC 20036 NONE PUBLIC CHARITY MISCELLANEOUS 5000 PIONEER INSTITUTE 85 DEVONSHIRE STREET 8TH FL BOSTON MA 02109 NONE PUBLIC CHARITY PUBLIC POLICY/BETTER GOVERNMENT 50000 PROGRESSIVES FOR IMMIGRATION REFORM 888 16TH STREET NW SUITE 800 WASHINGTON DC 20006 NONE PUBLIC CHARITY EDUCATION -IMMIGRATION REFORM 5000 ST ALBANS SCHOOL MOUNT ST ALBAN WASHINGTON DC 20016 NONE PUBLIC CHARITY EDUCATION 10000 ST THOMAS AQUINUS HIGH SCHOOL 197 DOVER POINT ROAD DOVER NH 03820 NONE PUBLIC CHARITY EDUCATION 10000 TEACH FOR AMERICA 60 CANAL STREET 3RD FLOOR BOSTON MA 02114 NONE PUBLIC CHARITY EDUCATION 25000 WASHINGTON LEGAL FOUNDATION 2009 MASSACHUSETTS AVENW WASHINGTON DC 20036 NONE PUBLIC CHARITY PUBLIC POLICY/BETTER GOVERNMENT 20000 YOUNG AMERICA'S FOUNDATION 110 ELDEN STREET HERNDON VA 20170 NONE PUBLIC CHARITY PUBLIC POLICY/BETTER GOVERNMENT 10000 920000 0 14 83950 14 333573 18 1871198 CLASS ACTION PROCEEDS 2111 0 2288721 2111 2290832 3 INVESTMENT 4 INVESTMENT 8 INVESTMENT 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 2850 2850 0 INVESTMENTS - CORPORATE BONDS 735875 765659 INVESTMENTS - CORPORATE STOCK 11104936 14535461 149388 164850 0 0 PARTNERSHIPS AT COST 2026276 2869879 EQUITY FUNDS SPDR GOLD TR AT COST 701555 739427 OFFICE EXPENSES 1547 1547 0 FILING FEES 125 125 0 CLASS ACTION PROCEEDS 2111 2111 FEDERAL TAX REFUND 3001 INVESTMENT MANAGEMENT FEES 170767 170767 0 PROFESSIONAL FEES FROM FLOWTHROUGH 2833 2833 0 OTHER INVESTMENT EXPENES 460 460 0 FOREIGN TAXES 2600 2600 0