2022-11-10T19:38:43-06:00 2021-12-31 811240435 DANIEL B CAPOBIANCO 260 FRANKLIN ST SUITE 1840 BOSTON MA 02110 990PF 2021-01-01 043541069 ORISTAGLIO FAMILY FOUNDATION ORIS 6178593088 287 COMMONWEALTH AVENUE 4 BOSTON MA 02115 JERYL ORISTAGLIO TRUSTEE 6178593088 2022-11-10 1 JERYL ORISTAGLIO 999009999 DANIEL B CAPOBIANCO P00019065 6172615355 X 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 2365290 X 851401 2 2 52912 52912 150004 1275655 150004 1054319 202918 0 0 0 4250 0 0 600 0 0 7213 682 0 12063 682 0 300400 300400 312463 682 300400 741856 202236 1 51163 85751 85751 1470955 2178224 2279539 1522119 2263975 2365290 0 0 X 0 0 0 0 1522119 2263975 1522119 2263975 1522119 2263975 1522119 741856 0 2263975 0 2263975 FNZ TRUST 2021-02-01 2021-07-30 6524 6674 -150 -150 FNZ TRUST 2018-04-01 2021-04-20 151672 152640 -968 -968 FOCS FINANCIAL 2020-09-04 2021-08-02 227162 227162 0 0 VANGUARD INDEX 2021-03-23 2021-06-24 69913 65939 3974 3974 FOCS FINANCIAL 2020-05-29 2021-07-30 226938 226938 0 0 FOCS FINANCIAL 2020-03-13 2021-07-30 197295 197295 0 0 FOCS FINANCIAL 2020-03-13 2021-08-02 200006 200006 0 0 ISHARES TR MSCI 2019-09-27 2021-06-24 70206 48997 21209 21209 CAPITAL GAINS DIVIDENDS P 125939 125939 125939 150004 2811 0 2811 0 2811 374 0 11126 0 11500 0 8689 8689 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 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 287 COMMONWEALTH AVE BOSTON MA 02115 TRUSTEE 20.00 0 0 0 NONE 0 NONE 0 0 63467 2132 0 65599 0 0 65599 984 64615 3231 3231 2811 2811 420 0 420 0 420 300400 0 300400 420 0 0 210724 306508 437094 401183 322155 1677664 300400 0 0 0 420 299980 0 0 1977644 0 0 0 0 0 0 210724 1766920 306508 437094 401183 322155 299980 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. ASBURY PARK MUSIC FOUNDATION 708 COOKMAN AVE ASBURY PARK NJ 07712 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 20000 BERKLEE COLLEGE OF MUSIC 1140 BOYLSTON BOSTON MA 02215 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 35000 BERKSHIRE INTERNATIONAL FILM FESTIVAL PO BOX 237 GREAT BARRINGTON MA 02130 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 25000 BOSTON BOOK FESTIVAL 1100 MASSACHUSETTS AVE CAMBRIDGE MA 02138 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 15000 BOSTON LANDMARKS ORCHESTRA 10 GUEST ST BOSTON MA 02135 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 5000 BOSTON SYMPHONY 301 MASSACHUSETTS AVE BOSTON MA 02115 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 5000 BRIGHAM & WOMENS HOSPITAL -- STEPPING STRONG 75 FRANCIS STREET BOSTON MA 02115 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 9000 BUCKNELL UNIVERSITY 1 DENT DRIVE LEWISBURG PA 17837 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 20000 CARING BRIDGE 2750 BLUE WATER RD 275 EAGAN MI 55121 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 500 CHARLES RIVER WATERSHED ASSOCIATION 190 PARK ROAD WESTON MA 02493 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 5000 COMMUNITY SERVINGS 18 MARBURY TERR JAMAICA PLAIN MA 02130 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 5370 CONCUSSION LEGACY FOUNDATION 361 NEWBURY STREET BOSTON MA 02115 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 10000 EMERALD NECKLACE CONSERVANCY 125 FENWAY BOSTON MA 02115 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 500 ESPLANADE ASSOCIATION 376 BOYLSTON BOSTON MA 02116 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 45000 ETRUSCAN PRESS 84 WEST SOUTH ST WILKES BARRE PA 18766 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 25000 FIDELITY GIFT - HESTIA FUND 75 STATE STREET BOSTON MA 02109 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 6000 GEORGETOWN UNIVERSITY 2115 WISCONSIN AVE NW WASHINGTON DC 20007 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 1000 GLOBAL CITIZEN 594 BROADWAY NEW YORK NY 10012 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 10000 INNOVATION NETWORKS FOR COMMUNITY 156 GROVER LANE TAMWORTH NH 03886 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 25000 JEWISH BIG BROTHER & BIG SISTER 333 NAHANTON ST 3 NEWTON MA 02459 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 2600 LAUREL HILL STOCKBRIDGE 50 MAIN STREET STOCKBRIDGE MA 01262 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 1030 MUSEUM OF FINE ARTS 465 HUNTINGTON AVE BOSTON MA 02115 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 150 NOBLE & GREENOUGH 10 CAMPUS DR DEDHAM MA 02026 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 1500 LEUKEMIA & LYMPHOMA SOCIETY 70 WALNUT ST STE 301 WELLESLEY MA 02481 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 5000 STOCKBRIDGE BOWL PO BOX 118 STOCKBRIDGE MA 01262 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 500 TRUSTEES OF RESERVATIONS 200 HIGH STREET BOSTON MA 02110 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 5250 VIA ART FUND INC 83 NEWBURY STREET BOSTON MA 02116 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 10000 PLANNED PARENTHOOD 1055 COMMONWEALTH AVE BOSTON MA 02215 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 1000 RAILROAD STREET YOUTH PROJECT 60 BRIDGE ST GREAT BARRINGTON MA 01230 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 5000 ST JOHNS UNIVERSITY 114TH ST JAMAICA NY 11420 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 1000 300400 0 14 2 52912 150004 0 2 202916 202918 3 THE ORISTAGLIO FAMILY FOUNDATION IS A PRIVATE FOUNDATION WHICH MAKES CONTRIBUTIONS TO VARIOUS CHARITABLE AND CIVIC ORGANIZATIONS IN THE COMMUNITY. 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 287 COMMONWEALTH AVE BOSTON MA 02115 851401 X 1 FOCS FINANCIAL STOCK 851401 2021-07-15 MUTUAL FUNDS AT COST 1033549 1134864 PUBLIC MARKETS LLC AT COST 1144675 1144675 TAX PREPARATION 4250 0 0 COMMONWEALTH OF MA FILING FEE 500 0 0 BANK CHARGES 408 287 0 FOREIGN TAXES 1510 275 0 INVESTMENT FEE 4795 120 0 FEDERAL EXCISE TAX 600 0 0