2021-10-25T19:22:29-05:00 2020-12-31 811240435 DANIEL B CAPOBIANCO 260 FRANKLIN ST SUITE 1840 BOSTON MA 02110 990PF 2020-01-01 043541069 ORISTAGLIO FAMILY FOUNDATION ORIS 6178593088 287 COMMONWEALTH AVENUE NO 4 BOSTON MA 02115 JERYL ORISTAGLIO TRUSTEE 6178593088 2021-10-25 1 JERYL ORISTAGLIO 999009999 DANIEL B CAPOBIANCO P00019065 6172615355 X 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 1574378 X 998580 13 13 15889 15889 384 505394 384 1014866 16286 0 0 0 3850 0 3850 8346 0 8346 1047 0 0 13243 0 12196 349072 349072 362315 0 361268 652551 16286 1 1 14130 51163 51163 855438 1470955 1523214 869568 1522119 1574378 0 0 X 0 0 0 0 869568 1522119 869568 1522119 869568 1522119 869568 652551 0 1522119 0 1522119 STATE STREET 297269 295591 1678 1678 STATE STREET 204655 209419 -4764 -4764 CAPITAL GAINS DIVIDENDS P 3470 3470 3470 384 226 0 226 0 226 0 0 600 0 600 0 374 374 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 744195 54576 0 798771 0 0 798771 11982 786789 39339 39339 226 226 39113 0 39113 0 39113 361268 0 361268 0 361268 39113 0 0 227709 210724 306508 437094 401183 1583218 361268 0 0 0 39113 322155 0 0 1905373 0 0 0 0 0 0 227709 1677664 210724 306508 437094 401183 322155 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. STOCKBRIDGE BOWL PO BOX 118 STOCKBRIDGE MA 01262 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 500 ASBURY PARK MUSIC FOUNDATION 708 COOKMAN AVE ASBURY PARK NJ 07712 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 20000 TRUSTEES OF RESERVATIONS 200 HIGH STREET BOSTON MA 02110 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 5000 BERKLEE COLLEGE OF MUSIC 1140 BOYLSTON BOSTON MA 02215 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 65000 WINTER WALK 801 MASS AVE BOSTON MA 02118 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 1052 CHILD HELP PARTNERSHIP 152-11 UNION TPKE QUEENS NY 11367 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 1000 BOSTON BOOK FESTIVAL 1100 MASSACHUSETTS AVE CAMBRIDGE MA 02138 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 25000 COMMUNITY SERVINGS 18 MARBURY TERR JAMAICA PLAIN MA 02130 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 6320 BOSTON LANDMARKS ORCHESTRA 10 GUEST ST BOSTON MA 02135 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 10000 BOSTON MEDICAL CENTER 715 ALBANY STREET BOSTON MA 02118 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 15000 BOSTON SYMPHONY 301 MASSACHUSETTS AVE BOSTON MA 02115 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 5000 BRIGHAM & WOMENS HOSPITAL 75 FRANCIS ST BOSTON MA 02115 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 10000 BUCKNELL UNIVERSITY 1 DENT DRIVE LEWISBURG PA 17837 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 20000 FRIENDS OF MOP FOUNDATION 15 WATS ST STE 500 NEW YORK NY 10013 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 16800 CHARLES RIVER WATERSHED ASSOCIATION 190 PARK ROAD WESTON MA 02493 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 5000 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 35000 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 MASS ART FOUNDATION 621 HUNTINGTON AVE BOSTON MA 02115 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 500 GLOBAL CITIZEN 594 BROADWAY NEW YORK NY 10012 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 10000 MASS GENERAL 101 MERRIMAC STREET BOSTON MA 02114 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 15500 MOUNT EDITH WHARTON HOME 2 PLUNKETT ST LENOX MA 01240 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 250 NOW AND THERE 186 S STREET BOSTON MA 02111 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 5000 UNICEF 125 MAIDEN LANE NEW YORK NY 10038 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 24650 NOBLE & GREENOUGH 10 CAMPUS DR DEDHAM MA 02026 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 1500 VIA ART FUND INC 83 NEWBURY STREET BOSTON MA 02116 N/A PUBLIC CHARITY CHARITY'S EXEMPT PURPOSE 10000 349072 0 14 1 12 15889 18 -3086 3470 0 -3085 19371 16286 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 998580 X 1 PUBLIC MARKETS LLC 998580 2020-12-16 MUTUAL FUNDS AT COST 467912 520171 PUBLIC MARKETS LLC AT COST 1003043 1003043 TAX PREPARATION 3850 0 3850 COMMONWEALTH OF MA FILING FEE 250 0 0 BANK CHARGES 536 0 0 INVESTMENT FEES 58 0 0 PUBLIC MARKETS 203 0 0 FEDERAL EXCISE TAX 8346 0 8346