2025-02-07T11:11:03-06:00 2024-03-31 410746749 CLIFTONLARSONALLEN 200 BRICKSTONE SQUARE SUITE 103 ANDOVER MA 01810 990PF 2023-04-01 046042910 WILLIAM AND CYNTHIA MARCUS FAMILY CHARITABLE TRUST WILL 7812376655 99-50 FLORENCE STREET CHESTNUT HILL MA 024671930 WILLIAM M MARCUS TRUSTEE 7812376655 2025-02-06 1 0 STEPHANIE L FINNEGAN CPA P01285227 9786202000 2025-02-06 2023 2025-03-06 01:10:19Z X 696988 X 254487 1 1 2762 2762 56743 289207 167554 313993 170317 0 0 0 15000 7500 7500 3199 0 0 1269 0 1119 19468 7500 8619 286008 286008 305476 7500 294627 8517 162817 66052 52013 52013 242500 265056 644975 308552 317069 696988 0 0 X 0 0 0 0 308552 317069 308552 317069 308552 317069 308552 8517 0 317069 0 317069 PUBLICLY TRADED SECURITIES P 289207 121653 167554 167554 167554 2263 0 2263 0 2263 2918 0 3000 0 5918 0 3655 3655 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A THE ORGANIZATION 7812376655 99-50 FLORENCE STREET CHESTNUT HILL MA 024671930 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM M MARCUS 99-50 FLORENCE STREET CHESTNUT HILL MA 024671935 TRUSTEE 10.00 0 0 0 CYNTHIA S MARCUS 99-50 FLORENCE STREET CHESTNUT HILL MA 024671935 TRUSTEE 1.00 0 0 0 DANIEL H MARCUS 99-50 FLORENCE STREET CHESTNUT HILL MA 024671935 TRUSTEE 1.00 0 0 0 MELANIE L MARCUS 99-50 FLORENCE STREET CHESTNUT HILL MA 024671935 TRUSTEE 1.00 0 0 0 RICHARD S MARCUS 99-50 FLORENCE STREET CHESTNUT HILL MA 024671935 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 606387 77417 0 683804 0 0 683804 10257 673547 33677 33677 2263 2263 31414 0 31414 0 31414 294627 0 294627 31414 0 0 478226 254804 246424 255437 213287 1448178 294627 0 0 0 31414 263213 0 0 1711391 0 0 0 0 0 0 478226 1233165 254804 246424 255437 213287 263213 WILLIAM M MARCUS CYNTHIA S MARCUS DANIEL H MARCUS MELANIE L MARCUS RICHARD S MARCUS X 2LIFE COMMUNITIES INC 30 WALLINGFORD ROAD BRIGHTON MA 02135 PC CHARITABLE OPERATIONS 500 AMERICA ISRAEL DEMOCRACY COALITION 543 FOXGLOVE LN WYNNEWOOD PA 19096 PC CHARITABLE OPERATIONS 5000 AMERICAN JEWISH COMMITTEE 165 EAST 56 STREET NEW YORK NY 10022 PC CHARITABLE OPERATIONS 15000 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 220 E 42ND ST 400 NEW YORK NY 10163 PC CHARITABLE OPERATIONS 6000 AMERICAN JEWISH WORLD SERVICE 45 W 36TH STREET SUITE 11 NEW YORK NY 10022 PC CHARITABLE OPERATIONS 10000 AMERICAN SOCIETY FOR TECHNION - ISRAEL INSTITUTE OF TECHNOLOGY 55 E 59TH ST FL 14 NEW YORK CITY NY 10022 PC CHARITABLE OPERATIONS 6440 BABSON COLLEGE 231 FOREST STREET BABSON PARK MA 02457 PC CHARITABLE OPERATIONS 1000 BETH ISRAEL DECAONESS MEDICAL CENTER 330 BROOKLINE AVE BOSTON MA 02215 PC CHARITABLE OPERATIONS 1000 BIRTHRIGHT ISRAEL 711 3RD AVE FL 10 NEW YORK CITY NY 10017 PC CHARITABLE OPERATIONS 5000 BROOKLINE COMMUNITY FOUNDATION INC 40 WEBSTER PI BROOKLINE MA 02445 PC CHARITABLE OPERATIONS 500 BROOKLINE FOOD PANTRY INC PO BOX 45 BROOKLINE MA 02446 PC CHARITABLE OPERATIONS 500 CAMERA PO BOX 35040 BOSTON MA 02135 PC CHARITABLE OPERATIONS 1800 CAMP GAN ISRAEL 9401 MARGAIL AVE DES PLAINES IL 60016 PC CHARITABLE OPERATIONS 500 CHABAD CENTER AT CHESTNUT HILL 163 BELLINGHAM ROAD CHESTNUT HILL MA 02467 PC CHARITABLE OPERATIONS 1000 CHABAD OF NEWTON CENTRE 32 LORING ST NEWTON MA 02459 PC CHARITABLE OPERATIONS 250 CIRCLE PROGRAM 85 MAIN STREET PLYMOUTH NH 03264 PC CHARITABLE OPERATIONS 100 COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON MA 02110 PC CHARITABLE OPERATIONS 24100 COMMENTARY MAGAZINE 561 7TH AVENUE 16TH FLOOR NEW YORK NY 10018 PC CHARITABLE OPERATIONS 100 DANA FARBER CANCER INSTITUTE INC 450 BROOKLINE AVE BOSTON MA 02215 PC CHARITABLE OPERATIONS 100 EAGLE MOUNT 6901 GOLDENSTEIN LN BOZEMAN MT 59715 PC CHARITABLE OPERATIONS 512 FORT LAUDERDALE SCHOOL - JAGUARS FOOTBALL 1600 NE 4TH AVE FORT LAUDERDALE FL 33305 PC CHARITABLE OPERATIONS 104 FORWARD PO BOX 1174 S DENNIS MA 02660 SO I CHARITABLE OPERATIONS 180 GANN ACADEMY 333 FOREST STREET WALTHAM MA 02452 PC CHARITABLE OPERATIONS 68000 GOLDEN BRIDGES SCHOOL 503 CAMBRIDGE ST SAN FRANCISCO CA 94134 PC CHARITABLE OPERATIONS 2000 GRANITE UNITED WAY 22 CONCORD ST 2 MANCHESTER NH 03101 PC CHARITABLE OPERATIONS 500 GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON MA 02118 PC CHARITABLE OPERATIONS 500 HEBREW SENIORLIFE 1200 CENTER STREET ROSLINDALE MA 02131 NC CHARITABLE OPERATIONS 1100 IMPACTISRAEL INC 200 HIGHLAND SUITE 301 NEEDHAM MA 02494 PC CHARITABLE OPERATIONS 5000 JAFFA INSTITUTE 297 S WASHINGTON AVE BERGENFIELD NJ 07621 PC CHARITABLE OPERATIONS 5000 JEWISH CENTER FOR JUSTICE 11960 SUNSET BLVD LOS ANGELES CA 90049 PC CHARITABLE OPERATIONS 118 JEWISH COMMUNITY CENTERS OF GREATER BOSTON 333 NAHANTON STREET NEWTON MA 02459 PC CHARITABLE OPERATIONS 12500 JEWISH FEDERATION 6505 WILSHIRE BLVD LOS ANGELES CA 90048 PC CHARITABLE OPERATIONS 20000 JEWISH FUNDERS NETWORK 150 WEST 30TH STREET SUITE 900 NEW YORK NY 10001 PC CHARITABLE OPERATIONS 4475 JUDIASM BY CHOICE 8918 PICO BLVD LOS ANGELES CA 90035 PC CHARITABLE OPERATIONS 1500 LAKES REGION FOOD PANTRY PO BOX 1132 MOULTONBORO NH 03254 PC CHARITABLE OPERATIONS 500 LOON PRESERVATION PO BOX 604 MOULTONBOROUGH NH 03254 PC CHARITABLE OPERATIONS 100 MAGAN DAVID ADOM 5 HAPLADA ST OR YEHUDA IS 6021805 PC CHARITABLE OPERATIONS 3000 MASS EYE AND EAR 243 CHARLES STREET BOSTON MA 02114 PC CHARITABLE OPERATIONS 1000 MIT HILLEL FOUNDATION INC 40 MASSACHUSETTS AVE CAMBRIDGE MA 02139 PC CHARITABLE OPERATIONS 5000 MUSEUM OF FINE ARTS 465 HUNTINGTON AVENUE BOSTON MA 02115 PC CHARITABLE OPERATIONS 300 NATIONAL YIDDISH BOOK CENTER INC 1021 WEST STREET AMHERST MA 01002 PC CHARITABLE OPERATIONS 180 NEW HAMPSHIRE PUBLIC TELEVISION 268 MAST ROAD DURHAM NH 03824 PC CHARITABLE OPERATIONS 100 NEWTON FOOD PANTRY 11 HOMER ST NEWTON MA 02459 PC CHARITABLE OPERATIONS 500 PAN MASSACHUSETTS CHALLENGE INC 77 FOURTH AVENUE NEEDHAM MA 02494 PC CHARITABLE OPERATIONS 1000 PEACE LUTHERAN CHURCH 107 CONCORD RD WAYLAND MA 01778 PC CHARITABLE OPERATIONS 51 PINE ST INN 444 HARRISON AVE BOSTON MA 02118 PC CHARITABLE OPERATIONS 500 ROSIE'S PLACE 889 HARRISON AVE BOSTON MA 02118 PC CHARITABLE OPERATIONS 500 SALVATION ARMY 615 SLATERS LANE ALEXANDRIA VA 22314 PC CHARITABLE OPERATIONS 500 SOLOMON SCHECHTER DAY SCHOOL OF GREATER BOSTON 125 WELLS AVENUE NEWTON MA 02459 PC CHARITABLE OPERATIONS 36000 SOUTH LYON COMMUNITY SCHOOLS 345 S WARREN ST SOUTH LYON MI 48178 PC CHARITABLE OPERATIONS 250 SQUAM LAKE ASSOCIATION 534 US ROUTE 3 HOLDERNESS NH 03245 PC CHARITABLE OPERATIONS 250 SQUAM LAKES NATIONAL SCIENCE CENTER 23 SCIENCE CENTER ROAD HOLDERNESS NH 03245 PC CHARITABLE OPERATIONS 500 ST JUDES CHILDREN'S RESEARCH HOSPITAL 202 E 42ND STREET NEW YORK NY 10017 PC CHARITABLE OPERATIONS 250 TEMPLE BETH ELOHIM 10 BETHEL RD WELLESLEY MA 02481 PC CHARITABLE OPERATIONS 20800 THE HUNDRED CLUB OF MASS INC 25 BRAINTREE HILL OFFICE PARK SUITE 200 BRAINTREE MA 02184 PC CHARITABLE OPERATIONS 1000 THE TIKVAH FUND 165 E 56TH ST 4TH FLOOR NEW YORK NY 10022 PC CHARITABLE OPERATIONS 200 UNITED WAY 649 JOHN FITCH HIGHWAY FITCHBURG MA 01420 PC CHARITABLE OPERATIONS 1000 VALLEY BETH SHALOM 15739 VENTURA BLVD ENCINO CA 91436 PC CHARITABLE OPERATIONS 10248 WGBH ONE GUEST STREET BOSTON MA 02135 PC CHARITABLE OPERATIONS 250 WOUNDED WARRIORS 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 PC CHARITABLE OPERATIONS 500 YAD CHESSED 440 TOTTEN POND RD STE 401 WALTHAM MA 02451 PC CHARITABLE OPERATIONS 1000 ZAMIR CHORALE OF BOSTON 1320 CENTRE STREET NEWTON CENTER MA 02459 PC CHARITABLE OPERATIONS 150 286008 0 14 1 14 2762 18 56743 0 59506 0 59506 0 0 0 0 0 0 0 0 0 0 X X 1 MDR 2021 LLC 99-50 FLORENCE STREET CHESTNUT HILL MA 02467 254487 X 1 PUBLICALY TRADED SECURITIES 254487 2023-12-31 ACCOUNTING 15000 7500 7500 APPLE INC SHARES 163097 365767 BERKSHIRE HATHAWAY SHARES 24857 146341 FIDELITY DISCIPLINED EQUITY 3590 7156 FIDELITY MID CAP VALUE 3964 5632 FIDELITY SMALL CAP GROWTH 5327 7739 FIDELITY BLUE CHIP VALUE 3061 5056 COCA-COLA 18980 16928 NVIDA CORP 42180 90356 STATE FILING FEE 70 0 70 OTHER EXPENSES 1199 0 1049 EXCISE TAX 3000 0 0 FEDERAL TAXES 199 0 0