2016-08-10T12:22:36-05:00 2015-12-31 042387531 SULLIVAN & WORCESTER ONE POST OFFICE SQUARE BOSTON MA 02109 990PF 2015-01-01 043528004 POPPLESTONE FOUNDATION C/O SULLIVAN & WORCESTER LLP POPP 6173382839 ONE POST OFFICE SQUARE BOSTON MA 02109 ALAN J DWORSKY TRUSTEE 6173382839 2016-08-10 CHRISTOPHER C CURTIS P00492268 6173382800 2015 2016-12-15 16:53:06Z X 51814597 X X 5385 5385 293160 293160 5080689 10350937 5080689 5379234 5379234 0 0 0 5976 0 5976 24350 0 0 29021 28896 125 59347 28896 6101 10416192 10416192 10475539 28896 10422293 -5096305 5350338 -2 2 2 6673826 2339523 2339523 23338513 22580780 35829130 11068899 11064627 13645942 41081236 35984932 51814597 0 0 X 0 0 0 0 41081236 35984932 41081236 35984932 41081236 35984932 41081236 -5096305 1 35984932 0 35984932 20,000 SHS. ADVENT SOFTWARE P 2015-02-12 876991 446489 430502 430502 150,000 SHS. ADVENT SOFTWARE P 2015-02-12 6573785 3348670 3225115 3225115 65,109 SHS. ADVENT SOFTWARE P 2015-02-12 2857751 1453524 1404227 1404227 966 SHS. ADVENT SOFTWARE P 2015-02-12 42410 21565 20845 20845 5080689 0 3134170 56799259 0.055180 6246979 54416221 0.114800 2510625 50326949 0.049886 2459674 49569077 0.049621 2191443 49123273 0.044611 0.314098 0.062820 57080017 3585767 53503 3639270 10422293 X 53503 0 53503 0 53503 46705 36228 82933 X 29430 29430 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 1 1 N/A CHRISTOPHER C CURTIS ESQ 6173382800 SULLIVAN WORCESTER LLP 1 POST OFFICE SQUARE BOSTON MA 02109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALAN J DWORSKY 8 MERCER CIRCLE CAMBRIDGE MA 02138 TRUSTEE 0.00 0 0 0 SUZANNE E WERBER 8 MERCER CIRCLE CAMBRIDGE MA 02138 TRUSTEE 0.00 0 0 0 SALLY L RUBIN 83 KIRKSTALL ROAD NEWTON MA 02460 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 48040034 9909222 0 57949256 0 0 57949256 869239 57080017 2854001 2854001 53503 53503 2800498 0 2800498 0 2800498 10422293 0 10422293 53503 10368790 2800498 0 0 1183832 336663 1520495 10422293 0 0 0 2800498 7621795 0 0 9142290 0 0 0 0 0 0 0 9142290 1183832 336663 7621795 X BOSTON CHILDREN'S CHORUS 112 SHAWMUT AVENUE SUITE 5B BOSTON MA 02118 GENERAL USE 65000 CAMBRIDGE PUBLIC SCHOOLS 159 THORNDIKE STREET CAMBRIDGE MA 02141 GENERAL USE 269692 CENTER ON BUDGET AND POLICY PRIORITIES 820 FIRST STREET NE WASHINGTON DC 20002 GENERAL USE 250000 CHORUS AMERICA P O BOX 2646 ARLINGTON VA 222020646 GENERAL USE 170000 ENVIRONMENTAL WORKING GROUP 1436 U STREET NW SUITE 100 WASHINGTON DC 200093987 GENERAL USE 350000 FIDELITY CHARITABLE GIFT FUND P O BOX 770001 CINCINNATI OH 452770053 GENERAL USE 1125000 METROPOLITAN OPERA GUILD LINCOLN CENTER PLAZA NEW YORK NY 10023 GENERAL USE 250000 NATIONAL GUILD FOR COMMUNITY ARTS EDUCATION 520 8TH AVENUE NEW YORK NY 10018 GENERAL USE 135000 NATIONAL PARK FOUNDATION 1201 EYE STREET NW SUITE 550B WASHINGTON DC 20005 GENERAL USE 1225000 THE URBAN INSTITUTE 2100 M STREET NW WASHINGTON DC 20037 GENERAL USE 250000 BOSTON CITY SINGERS 17 WALDECK STREET DORCHESTER MA 02124 GENERAL USE 25000 PARENT-CHILD HOME PROGRAM 1415 KELLUM PLACE SUITE 101 GARDEN CITY NY 11530 GENERAL USE 175000 THE BOSTON FOUNDATION 75 ARLINGTON STREET BOSTON MA 02116 GENERAL USE 6100000 WOMEN MAKE MOVIES 115 W 29TH STREET SUITE 1200 NEW YORK NY 10001 GENERAL USE 26500 10416192 0 14 5385 14 293160 18 5080689 0 5379234 0 5379234 0 0 0 0 0 0 0 0 0 0 DISTRIBUTIONS TO DONOR ADVISED FUNDS. PART VII-A THE POPPLESTONE FOUNDATION MADE TWO DISTRIBUTIONS TO DONOR ADVISED FUNDS, BOTH OF WHICH WERE TREATED AS QUALIFYING DISTRIBUTIONS. THE LARGER DISTRIBUTION WAS TO A FUND AT THE BOSTON FOUNDATION, WHICH IS THE ESTABLISHED COMMUNITY FOUNDATION SERVING RESIDENTS AND COMMUNITIES IN GREATER BOSTON, THE CITY IN WHICH THE FOUNDATION IS LOCATED. THE TRUSTEES OF THE POPPLESTONE FOUNDATION ARE ESTABLISHING A RELATIONSHIP WITH THE LEADERSHIP OF THE BOSTON FOUNDATION WITH THE GOAL THAT, IN THE FUTURE, THE BOSTON FOUNDATION MAY ASSUME AN ACTIVE ROLE IN ADMINISTERING FUNDS CONTRIBUTED BY THE FOUNDATION. ADVENT SOFTWARE 0 0 AMAZON.COM 4731636 11490130 GARTNER, INC. 3458161 6349000 ABBVIE INC. 3585684 5924000 ENANTA PHARMACEUTICALS INC. 6007892 4953000 ENANTA-BIOVENTURES 284892 1110000 STARBUCKS 4512515 6003000 BIOVENTURES INVESTORS, LPII AT COST 1064627 434165 COVALENT CAPITAL PARTNERS AT COST 10000000 13211777 SULLIVAN & WORCESTER LLP 5976 0 5976 CUSTODIAL FEE (FIDUCIARY TRUST CO.) 18749 18749 0 2014 MA FORM PC FILING FEE 125 0 125 TAX RETURN SVC. (FIDUCIARY TR CO.) 490 490 0 BIOVENTURES INVESTORS LIMITED K-1 INTEREST EXPENSE 5254 5254 0 BIOVENTURES INVESTORS LIMITED K-1 PORTFOLIO DEDUCTIONS 4403 4403 0 ADJUSTMENT FOR DIVIDEND TIMING/ROUNDING 1 2015 ESTIMATED TAX PAYMENTS 24350 0 0