2013-06-25T16:08:06-05:00 2012-12-31 043339202 Kennedy Parker & Co 175 Derby Street Suite 19 Hingham MA 02043 990PF 2012-01-01 046860384 Lisa P Loeb Foundation Stephen M Richmond Trustee LISA 6173325828 8 Manitoba Road Waban MA 02468 Stephen M Richmond 6173325828 2013-06-25 1 Allan D Parker III P01228360 7817409065 2012 2016-02-25 16:41:14Z X 509978 X X 11590 11590 11121 91869 11121 22711 22711 0 0 0 1321 1321 0 5592 5592 0 184 184 0 35 35 0 7132 7132 0 24120 24120 31252 7132 24120 -8541 15579 349 3772 3772 2025 14779 14779 305950 267844 317335 151958 152346 161585 0 13000 12507 460282 451741 509978 0 0 X 0 0 0 0 460282 451741 460282 451741 460282 451741 460282 -8541 0 451741 0 451741 Artio Intl Equity Fund II - 476.64sh 2008-12-23 2012-02-14 5000 4724 276 276 Columbia Acorn Tr Fd - 94.97sh 2007-02-26 2012-02-14 2957 3000 -43 -43 Columbia Acorn Tr Fd - 65.6sh 2005-03-16 2012-02-14 2043 1730 313 313 Columbia Acorn Tr Intl - 52.51sh 2007-02-26 2012-02-14 2000 2255 -255 -255 Columbia Dividend Income - 706.71sh 2007-02-26 2012-02-14 10000 10297 -297 -297 Columbia Fds Ser Tr I Select - 1,098.1sh 2008-08-01 2012-02-14 15000 12145 2855 2855 Columbia Fds Ser Tr I Mid - 180.57sh 2007-02-26 2012-02-14 5000 4836 164 164 Artio Intl Equity Fund II - 2,449.69sh 2008-12-23 2012-02-29 26432 24276 2156 2156 Columbia Income Fd - 968.99sh 2005-03-21 2012-03-02 10000 9641 359 359 Columbia Fds Ser Tr I Select - 709.22sh 2008-08-01 2012-10-05 10000 7844 2156 2156 Capital Gains Dividends P 3437 3437 3437 11121 0 22850 496853 0.045989 21700 477355 0.045459 26051 422138 0.061712 25941 518878 0.049994 25825 589875 0.043780 0.246934 0.049387 498459 24617 156 24773 24120 312 0 312 0 312 400 400 88 88 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A Stephen M Richmond Trustee 6173325828 8 Manitoba Road Waban MA 02468 0 0 0 0 0 0 0 0 1 2011 1 0 0 0 0 0 0 0 0 0 0 0 Stephen M Richmond 8 Manitoba Road Waban MA 02468 0.00 0 0 0 NONE 0 NONE 0 0 492308 13742 0 506050 0 0 506050 7591 498459 24923 24923 312 312 24611 0 24611 0 24611 24120 0 24120 0 24120 24611 24730 0 0 24120 24120 0 0 0 0 0 0 0 0 0 0 610 24611 0 0 0 Stephen M Richmond 8 Manitoba Road Waban MA 02468 6173325828 Letter specifying purpose of request and evidence of tax exempt status. N/A N/A BIDMC 330 Brookline Avenue Boston MA 02215 None 501(c)(3) Charity Unrestricted purposes 6500 Beetham Eye Institute Joslin Diabetes Center Boston MA 02215 None 501(c)(3) Charity Unrestricted purposes 2500 Charles River YMCA 863 Great Plain Avenue Needham MA 02492 None 501(c)(3) Charity Unrestricted purposes 2500 Combined Jewish Philanthropies 126 High Street Boston MA 02110 None 501(c)(3) Charity Unrestricted purposes 1000 Hebrew Senior Life Hebrew Rehabilitation Center 1200 Centre Street Boston MA 02131 None 501(c)(3) Charity Unrestricted purposes 500 Massachusetts General Hospital 15 Parkman Street Boston MA 02114 None 501(c)(3) Charity Unrestricted purposes 500 PMC - Jimmy Fund 77 Fourth Street Needham MA 02494 None 501(c)(3) Charity Unrestricted purposes 100 PS ARTS 1728 Abbot Kinney Blvd 101 Venice CA 90291 None 501(c)(3) Charity Unrestricted purposes 700 Temple Aliyah 1664 Central Avenue Needham MA 02492 None 501(c)(3) Charity Unrestricted purposes 6820 Temple Israel 375 Longwood Avenue Boston MA 02215 None 501(c)(3) Charity Unrestricted purposes 2500 Understanding Our Differences PO Box 600671 Newton MA 024600006 None 501(c)(3) Charity Unrestricted purposes 500 24120 0 14 11590 18 11121 0 22711 0 22711 0 0 0 0 0 0 0 0 0 0 Accounting 1321 1321 0 Fixed income mutual funds 152346 161585 Equity mutual funds 267844 317335 Real Estate mutual funds AT COST 5000 4961 Commodities mutual funds AT COST 8000 7546 MA AG filing fee 35 35 0 Management fees 5592 5592 0 U.S. Treasury 101 101 0 Foreign taxes 83 83 0