2025-01-15T10:52:33-06:00 2024-02-29 043236498 WALTER SHUFFAIN ADVISORS INC ONE INTERNATIONAL PLACE SUITE 1010 BOSTON MA 02110 990PF 2023-03-01 043226725 KARP FAMILY FOUNDATION STEPHEN R AND JILL E KARP TRUSTEES KARP 6179658700 CO NED 75 PARK PLAZA THIRD FLOOR BOSTON MA 02116 STEPHEN KARP TRUSTEE 6179658700 2025-01-14 1 0 ANGELA PARZIALE P00852403 6174472700 2025-01-08 2023 2024-10-15 13:58:12Z X 536800 X 1336576 894 894 440 440 2599301 3933554 2599301 133 133 3937344 2600768 0 0 0 46078 0 0 48319 37642 0 94397 37642 0 4144929 4144929 4239326 37642 4144929 -301982 2563126 425243 150125 150125 427224 386675 386675 852467 536800 536800 20685 7000 20685 7000 X 94 94 0 0 831688 529706 831782 529800 852467 536800 831782 -301982 0 529800 0 529800 FIDELITY TRANSACTIONS: MARCH 2023 TO FEB 2024 D 3419251 951193 2468058 2468058 FIDELITY TRANSACTIONS: MARCH 2023 TO FEB 2024 D 514303 383060 131243 131243 2599301 35627 0 35627 0 35627 42600 0 25000 0 67600 X 0 31973 31973 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 1 0 0 1 N/A THE KARP FAMILY FOUNDATION 6179658700 75 PARK PLAZA THIRD FLR BOSTON MA 02116 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN R KARP 3 POSSUM ROAD WESTON MA 02493 TRUSTEE 0.20 0 0 0 JILL E KARP 3 POSSUM ROAD WESTON MA 02493 TRUSTEE 0.20 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 33065 201877 370796 605738 0 0 605738 9086 596652 29833 29833 35627 35627 0 0 0 0 0 4144929 0 4144929 0 0 0 3937354 2830832 1938167 1477891 4382780 14567024 4144929 0 0 0 0 4144929 0 0 18711953 0 0 0 0 0 0 3937354 14774599 2830832 1938167 1477891 4382780 4144929 STEPHEN R KARP X A SAFE PLACE 5B WINDY WAY NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 3000 ALEXANDER TWILIGHT ACADEMY 195 W NEWTON ST 2 BOSTON MA 02116 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 ARTISTS ASSOCIATION OF NANTUCKET 24 AMELIA DRIVE NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1000 BELMONT HILL SCHOOL 350 PROSPECT ST BELMONT MA 02478 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 62500 BETH ISRAEL DEACONESS MEDICAL CENTER 330 BROOKLINE AVE BOSTON MA 02215 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 200000 BOSTON MEDICAL CENTER 801 MASSACHUSETTS AVE 1ST FLOOR BOSTON MA 02118 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 25000 BOSTON YOUTH SANCTUARY 2216 DORCHESTER AVE DORCHESTER CENTER MA 02124 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 998830 BOYS AND GIRLS CLUB OF BOSTON 200 HIGH ST STE 3B BOSTON MA 02110 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 BRANDEIS UNIVERSITY MS 126 PO BOX 549110 WALTHAM MA 02453 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 50000 BRIDGE OVER TROUBLED WATERS 47 WEST STREET BOSTON MA 02111 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 BRIGHAM & WOMEN'S HOSPITAL BRIGHAM CIRCLE SOCIETY 116 HUNTINGON AVE FL 5 BOSTON MA 02116 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 25000 BROTHERS FOR LIFE 270 SOUTH HANFORD STREET SUITE 207 SEATTLE WA 98134 NONE PUBLIC CHARITY CHARITY CONTRIBUTION 1000 CHILDRENS TRUST INC 55 COURT ST FL 4 BOSTON MA 02108 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON MA 02110 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 600000 COMMUNITY FOUNDATION FOR NANTUCKET 117 ORANGE ST NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 15000 COREY JOHNSON PROGRAM FOR POST TRAMATIC HEALING 328 WARREN STREET ROXBURY MA 02119 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 CRADLES TO CRAYONS PO BOX 411310 BOSTON MA 02241 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 20000 CROSSROADS 199 MYRTLE ST DUXBURY MA 02332 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 50000 DANA-FARBER CANCER INSTITUTE PO BOX 3324 PALM BEACH FL 33480 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 75000 ELLIS EARLY LEARNING 58 BERKELEY ST BOSTON MA 02116 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 EMERSON COLLEGE 120 BOYLSTON ST BOSTON MA 02116 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 FACING HISTORY & OURSELVES 16 HURD ST BROOKLINE MA 02445 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 500000 FAIRWINDS 20 VESPER LN L-1 GOUIN VILLAGE NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 FAMILY AID BOSTON 3815 WASHINGTON ST BOSTON MA 02130 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 2500 FAMILY MOVEMENT INC PO BOX 240794 BOSTON MA 02124 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 FOUNDATION MASS EYE & EAR INC 243 CHARLES STREET BOSTON MA 02114 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 43750 GAVIN FOUNDATION ROAD TO RECOVERY GALA PO BOX E-15 BOSTON MA 02127 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 25000 GETTING TO WE INC 5120 MAYFIELD ROAD 155 CLEVELAND OH 44124 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 9000 GOALS - GLOBAL OUTREACH AND LOVE OF SOCCER 23419 28 AVES DES MOINES WA 98198 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 GRUBSTREET 162 BOYLSTON ST 5TH FLR BOSTON MA 02116 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 7000 HEADING HOME 186 MASSACHUSETTS AVENUE BOSTON MA 02115 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 HEBREW SENIOR LIFE 1200 CENTRE ST ROSLINDALE MA 02131 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 20000 HORIZONS FOR HOMELESS CHILDREN 1785 COLUMBUS AVE ROXBURY MA 02119 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 HOSPITALITY HOMES INC PO BOX 15265 BOSTON MA 02215 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 33333 HUNTINGTON THEATRE COMPANY 264 HUNTINGTON AVE BOSTON MA 02115 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 IRISE ABOVE FOUNDATION 5403 37TH AVE HYATTSVILLE MD 20781 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 JEWISH COMMUNITY CENTERS OF 333 NAHANTON STREET NEWTON MA 02459 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 20000 JOHN WINTHROP SCHOOL 66 MARLBOROUGH ST BOSTON MA 02116 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 LAHEY CLINIC 41 MALL RD BURLINGTON MA 01805 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 200000 LOVIN' SPOONFULS INC 189 WELLS AVE STE 100 NEWTON MA 02459 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 MARIA MITCHELL ASSOCIATION 33 WASHINGTON ST NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 MARINE MAMMAL ALLIANCE NANTUCKET PO BOX 3625 NANTUCKET MA 02584 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1000 MAYYIM HAYYIM LIVING WATERS 1838 WASHINGTON ST NEWTON MA 02466 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 MUSEUM OF AFRICAN AMERICAN HISTORY 46 JOY ST BOSTON MA 02114 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 NANTUCKET BOOK FOUNDATION INC PO BOX 5267 NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 NANTUCKET CENTER FOR ELDER AFFAIRS PO BOX 3643 NANTUCKET MA 02584 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1000 NANTUCKET COMEDY FESTIVAL PO BOX 2336 NANTUCKET MA 02584 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5016 NANTUCKET CONSERVATION FOUNDATION PO BOX 12 NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 NANTUCKET COTTAGE HOSPITAL 57 PROSPECT ST NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 100000 NANTUCKET FOOD PANTRY 10 WASHINGTON ST NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 2500 NANTUCKET GOLF CLUB FOUNDATION PO BOX 313 SASCONSET MA 02564 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 34000 NANTUCKET HISTORICAL ASSOCIATION PO BOX 1106 NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 NANTUCKET INTERFAITH COUNCIL 2 MADAKET RD NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 2500 NANTUCKET NEW SCHOOL 15 NOBADEER FARM RD NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 3000 NANTUCKET PRESERVATION TRUST 11 CENTRE ST NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 NANTUCKET SAFE HARBOR FOR ANIMALS PO BOX 2844 NANTUCKET MA 02584 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 NATIONAL BRAIN TUMOR SOCIETY 55 CHAPEL STREET STE 200 NEWTON MA 02458 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1000 NATIONAL MENTORING PARTNERSHIP INC 201 SOUTH ST 15 BOSTON MA 02111 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1000 NEW ENGLAND AQUARIUM ONE CENTRAL WHARF BOSTON MA 02110 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 NEW ENGLAND BAPTIST HOSPITAL 125 PARKER HILL AVE BOSTON MA 02120 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 25000 NEW ENGLAND COMMUNITY SERVICES INC 2288 DORCHESTER AVENUE DORCHESTER CENTER MA 02124 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 NEWTON WELLESLEY HOSPITAL 2014 WASHINGTON ST NEWTON MA 02462 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 12500 NICKLAUS CHILDRENS HEALTH CARE FOUNDATION 11780 US HIGHWAY ONE SUITE 105 NORTH PALM BEACH FL 33408 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 OFFSHORE ANIMAL HOSPITAL 11 CROOKED LN NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 PALLIATIVE AND SUPPORTIVE CARE OF 57 PROSPECT STREET NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 PERKINS SCHOOL FOR THE BLIND 175 N BEACON ST WATERTOWN MA 02472 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 25000 PLANNED PARENTHOOD 1055 COMMONWEALTH AVE BOSTON MA 02215 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 TEAM IMPACT 500 VICTORY RD 4TH FL QUINCY MA 02171 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 TEMPLE BETH AVODAH 45 PUDDINGSTONE LN NEWTON CENTRE MA 02459 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 115000 THE ABILITY EXPERIENCE 3701 ARCO CORPORATE DR 500 CHARLOTTE NC 28273 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1000 THE BOSTON FOUNDATION 75 ARLINGTON ST BOSTON MA 02116 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 20000 THE JOEY FUND 220 NORTH MAIN ST STE 104 NATICK MA 01760 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 50000 THE SECOND STEP INC PO BOX 600213 NEWTONVILLE MA 02460 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 THEATRE WORKSHOP OF NANTUCKET INC PO BOX 1297 NANTUCKET MA 02554 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 50000 UNION COLLEGE 807 UNION ST SCHENECTADY NY 12308 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 408500 UNITED WAY PO BOX 412866 BOSTON MA 02241 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 77500 WGBHNOVA ONE GUEST STREET BOSTON MA 02135 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 2500 4144929 0 14 894 14 440 14 133 18 2599301 0 2600768 0 2600768 3 INVESTMENT INCOME 4 INVESTMENT INCOME 7 INVESTMENT INCOME 8 INVESTMENT INCOME 0 0 0 0 0 0 0 0 0 0 X X 1 STEPHEN R KARP 75 PARK PLAZA THIRD FLR BOSTON MA 02116 1336576 X 1 680 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY 196026 2023-04-21 1 17.85 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY 11352 2023-04-24 1 1,270 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY 205126 2023-06-15 1 7,755 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY 796603 2023-06-23 1 1,230 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY 198841 2023-09-06 1 828 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY 202119 2023-09-14 1 2,063 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY 238768 2023-10-30 1 1,098 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY 229551 2023-12-07 1 9,215 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY 1408458 2023-12-22 1 942 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY 133968 2024-01-25 1 1,941 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY 329132 2023-11-07 INVESTMENT IN GS PEP 2005 OFFSH AT COST 15879 15879 INVESTMENT IN WOCSTAR FUND AT COST 370796 370796 OFFICE EXPENSE 10677 0 0 INVESTMENT EXPENSES 37642 37642 0 INVESTMENT INCOME 133 133 133 STEPHEN R KARP 3 POSSUM ROAD WESTON MA 02493 FEDERAL TAXES 45578 0 0 STATE TAXES 500 0 0