2024-11-12T10:32:52-06:00 2023-12-31 811240435 DANIEL B CAPOBIANCO 260 FRANKLIN ST SUITE 1840 BOSTON MA 02110 990PF 2023-01-01 043541069 ORISTAGLIO FAMILY FOUNDATION ORIS 6178593088 PO BOX 142 STOCKBRIDGE MA 012620142 JERYL ORISTAGLIO TRUSTEE 6178593088 2024-11-12 1 0 DANIEL B CAPOBIANCO P00019065 6172615355 X 2023 2024-10-15 13:58:12Z X 1434223 X 10429 264 264 75727 75727 -11032 407642 0 4000 4000 79388 79991 0 0 0 4550 0 0 26 0 0 71 0 0 4647 0 0 440447 440447 445094 0 440447 -365706 79991 2 2 1386473 77969 77969 732348 1347442 1356252 2118821 1425413 1434223 0 0 X 0 0 0 0 2118821 1425413 2118821 1425413 2118821 1425413 2118821 -365706 0 1753115 327702 1425413 FIDELITY 2021-08-20 2023-04-11 200462 225060 -24598 -24598 PUBLIC MARKETS 2020-12-16 2023-08-25 193614 193614 0 0 PUBLIC MARKETS 2023-08-25 2258 2258 2258 CAPITAL GAINS DIVIDENDS P 11308 11308 11308 -11032 1112 0 1112 0 1112 5709 0 0 0 5709 0 4597 4597 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 0 N/A JERYL ORISTAGLIO TRUSTEE 6178593088 287 COMMONWEALTH AVENUE BOSTON MA 02115 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JERYL ORISTAGLIO 2 GLENDALE MIDDLE ROAD STOCKBRIDGE MA 01262 TRUSTEE 20.00 0 0 0 NONE 0 NONE 0 0 390642 1315121 0 1705763 0 0 1705763 25586 1680177 84009 84009 1112 1112 82897 0 82897 0 82897 440447 0 440447 82897 0 0 437094 401183 322155 299980 317431 1777843 440447 0 0 0 82897 357550 0 0 2135393 0 0 0 0 0 0 437094 1698299 401183 322155 299980 317431 357550 JERYL ORISTAGLIO TRUSTEE 287 COMMONWEALTH AVE BOSTON MA 02115 6178593088 JERYLORI@GMAIL.COM SOLICITATIONS FROM IRS QUALIFIED TAX EXEMPT ORGANIZATIONS SHOULD SUBMIT REQUESTS FOR CONTRIBUTIONS IN WRITING, ALTHOUGH VERBAL REQUESTS MAY ALSO BE CONSIDERED. REQUESTS FOR CHARITABLE AID FROM OTHER PERSONS OR ENTITIES MUST BE IN WRITING AND CONTAIN SUFFICIENT DATA THAT DEMONSTRATES TRUE CHARITABLE NEED. THE FORMAT MUST BE SUFFICIENT TO MEET IRS STANDARDS. THERE IS NO SPECIFIC DEADLINE FOR SUBMISSION, ALTHOUGH SUBMISSIONS AFTER NOVEMBER 15TH OF EACH YEAR AWARDS WILL ONLY BE MADE UPON PROOF OF IRS QUALIFIED EXEMPT ORGANIZATION STATUS IN THE CASE OF CHARITABLE ORGANIZATIONS. FOR ALL OTHER CHARITABLE RECIPIENTS, AWARDS WILL ONLY BE MADE UPON SUBMISSION OF PROOF, SATISFACTORY TO THE IRS, OF ACTUAL CHARITABLE NEED, AND ONLY IF PAYMENT OF SUCH AWARD WILL NOT JEOPARDIZE ITS TAX EXEMPT STATUS. AMERICAN MUSEUM NATURAL HISTORY 200 CENTRAL PARK WEST NEW YORK NY 10024 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 139 AUDRE LORDE PROJECT 86 SOUTH OXFORD ST BROOKLYN NY 11217 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 3000 BARRINGTON STAGE 30 UNION ST PITTSFIELD MA 01201 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 1200 BERKSHIRE INTERNATIONAL FILM FESTIVAL PO BOX 237 GREAT BARRINGTON MA 02130 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 10000 BLACK TRANS FEMMES IN THE ARTS 141 FLUSHING AVE STE 1319 BROOKLYN NY 11205 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 2000 BOSTON BOOK FESTIVAL 1100 MASSACHUSETTS AVE CAMBRIDGE MA 02138 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 16494 BOSTON LANDMARKS ORCHESTRA 10 GUEST ST BOSTON MA 02135 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 10000 BOSTON SYMPHONY 301 MASSACHUSETTS AVE BOSTON MA 02115 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 15000 BRIGHAM & WOMENS HOSPITAL -- STEPPING STRONG 75 FRANCIS STREET BOSTON MA 02115 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 2500 CAF AMERICA 225 REINEKERS LN STE 375 ALEXANDRIA VA 22314 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 7500 CHILDREN WITH CANCER 21-27 LAMBS CONDUIT ST LONDON UK WC1N N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 1150 COMMUNITY SERVINGS 18 MARBURY TERR JAMAICA PLAIN MA 02130 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 8000 CONCUSSION LEGACY FOUNDATION 361 NEWBURY STREET BOSTON MA 02115 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 10000 ESPLANADE ASSOCIATION 376 BOYLSTON BOSTON MA 02116 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 128800 ETRUSCAN PRESS 84 WEST SOUTH ST WILKES BARRE PA 18766 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 25000 FIDELITY GIFT - 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THE FOUNDATION'S REVENUE IS GENERATED BY INTEREST, DIVIDENDS, AND CAPITAL GAINS (IF ANY) FROM ITS CASH AND INVESTMENTS. THIS INTEREST AND DIVIDENDS ARE THE PRIMARY MEANS (OTHER THAN DONOR CONTRIBUTIONS) BY WHICH THE FOUNDATION ACCOMPLISHES ITS GOAL OF MAKING CHARITABLE CONTRIBUTIONS TO MERITORIOUS ORGANIZATIONS. 0 0 0 0 0 0 0 0 0 0 X X 1 STEPHEN ORISTAGLIO 2 GLENDALE MIDDLE RD STOCKBRIDGE MA 01262 10429 X MUTUAL FUNDS AT COST 250000 250000 PUBLIC MARKETS LLC AT COST 9681 9681 FIMM TREASURY PORTFOLIO AT COST 888417 888417 VANGUARD SCOTTSDALE FDS AT COST 199344 208154 TAX PREPARATION 4550 0 0 BOOK LOSS ON SALE OF PUBLIC MARKETS 327702 INVESTMENT FEE 71 0 0 OTHER INCOME 4000 4000 4000 FOREIGN TAXES 26 0 0