2013-06-20T14:14:04-05:00 2012-12-31 050409384 KAHN LITWIN RENZA & CO LTD 800 SOUTH STREET SUITE 300 WALTHAM MA 02453 990PF 2012-01-01 046903459 BIERLY BOASBERG FOUNDATION BIER 6179653626 199 OTIS STREET NEWTON MA 02465 MARGARET BOASBERG 6179653626 2013-06-03 1 RONALD R TULL P01345032 7815478800 2012 2016-02-25 16:41:14Z X 2399315 X 500000 37495 37495 2891 996621 2891 540386 40386 0 0 0 1510 755 755 18980 18980 0 6800 3400 3400 183 0 183 27473 23135 4338 108190 108190 135663 23135 112528 404723 17251 17346 60663 60663 62147 38503 38503 1317243 838081 916028 475623 1339835 1384121 1872359 2277082 2399315 0 0 X 0 0 0 0 1872359 2277082 1872359 2277082 1872359 2277082 1872359 404723 0 2277082 0 2277082 MORGAN STANLEY P 2012-12-31 2012-12-31 230445 223720 6725 6725 MORGAN STANLEY P 2012-12-31 2012-12-31 757065 770010 -12945 -12945 CAPITAL GAINS DIVIDENDS P 9111 9111 9111 2891 0 115511 1653637 0.069853 109455 1261557 0.086762 125458 743632 0.168710 130620 770651 0.169493 83790 721412 0.116147 0.610965 0.122193 2156920 263561 173 263734 112528 345 0 345 0 345 2236 2236 1891 1891 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 1.00 0 0 0 MARGARET BOASBERG 199 OTIS STREET NEWTON MA 02465 2.00 0 0 0 NONE 0 NONE 0 0 1982467 207300 0 2189767 0 0 2189767 32847 2156920 107846 107846 345 345 107501 0 107501 0 107501 112528 0 112528 0 112528 107501 0 0 49037 92863 88491 48256 39632 318279 112528 0 0 0 107501 5027 0 0 323306 0 0 0 0 0 0 49037 274269 92863 88491 48256 39632 5027 CHRISTOPHER BIERLY MARGARET BOASBERG MARGARET BOASBERG 199 OTIS STREET NEWTON MA 02465 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 PUBLIC CHARITY GENERAL DONATION 15000 CAMP HOLIDAY TRAILS 400 HOLIDAY TRAILS LANE CHARLOTTESVILLE VA 22903 NONE PUBLIC CHARITY GENERAL DONATION 5000 DIANE FOSSEY GORILLA FUND 800 CHEROKEE AVE SE ATLANTA GA 30315 NONE PUBLIC CHARITY GENERAL DONATION 5000 DOCTORS WITHOUT BORDERS 333 7TH AVENUE 2ND FLOOR NEW YORK NY 10001 NONE PUBLIC CHARITY GENERAL DONATION 1000 ENDEAVOR GLOBAL 900 BROADWAY NEW YORK NY 10003 NONE PUBLIC CHARITY GENERAL DONATION 5000 FOOD ALLERGY AND ANAPHYLAXIS NETWORK 11781 LEE JACKSON HWY SUITE 160 FAIRFAX VA 22033 NONE PUBLIC CHARITY GENERAL DONATION 500 FRIENDS OF THE NICU - BRIGHAM AND WOMEN'S HOSPITAL 75 FRANCIS STREET BOSTON MA 02115 NONE HOSPITAL GENERAL DONATION 10000 JIMMY FUND 44 BINNEY STREET BOSTON MA 02115 NONE PUBLIC CHARITY GENERAL DONATION 1000 LA POLICE FOUNDATION 515 SOUTH FLOWER STREET 1680 LOS ANGELES CA 90071 NONE PUBLIC CHARITY GENERAL DONATION 5500 NANTUCKET CONSERVATION FOUNDATION 118 CLIFF ROAD NANTUCKET MA 02554 NONE NATURE CONSERVATION GENERAL DONATION 1000 PALS CHILDREN'S CHORUS PO BOX 470411 BROOKLINE MA 02447 NONE PUBLIC CHARITY GENERAL DONATION 500 PENCILS OF PROMISE 37 WEST 28TH STREET 3RD FLOOR NEW YORK NY 10001 NONE EDUCATIONAL ORGANIZA GENERAL DONATION 1000 ROGER BROWN MEMORIAL SCHOLARSHIP FUND 86 SEMINARY DRIVE CASTLETON VT 05735 NONE EDUCATIONAL ORGANIZA GENERAL DONATION 1000 THE CAMERON AND HAYDEN LORD FOUNDATION 110 RIVERSIDE DRIVE 12C NEW YORK NY 10024 NONE PUBLIC CHARITY GENERAL DONATION 1000 THE UNITED WAY OF MASSACHUSETTS BAY 51 SLEEPER STREET BOSTON MA 02210 NONE PUBLIC CHARITY GENERAL DONATION 50000 UNIVERSITY OF VIRGINIA 1300 JEFFERSON PARK AVE CHARLOTTESVILLE VA 22903 NONE EDUCATIONAL ORGANIZA GENERAL DONATION 5000 YALE UNIVERSITY 206 ELM ST NEW HAVEN CT 06520 NONE EDUCATIONAL ORGANIZA GENERAL DONATION 690 108190 0 14 37495 18 2891 0 40386 0 40386 0 0 0 0 0 0 0 0 0 0 X X 1 CHRISTOPHER BIERLY AND MARGARET BOA 199 OTIS STREET NEWTON MA 02465 500000 X KAHN, LITWIN, RENZA, & CO., LTD 1510 755 755 MORGAN STANLEY - CORPORATE STOCK 838081 916028 MORGAN STANLEY - MUTUAL FUNDS AT COST 1339835 1384121 BANK FEES 58 0 58 FILING FEES 125 0 125 INVESTMENT MANAGEMENT FEES 18980 18980 0 2011 FORM 990-PF EXTENSION PAYMENT 6800 3400 3400