2024-11-15T10:10:28-06:00 2023-12-31 920460586 PWC US TAX LLP 101 SEAPORT BLVD STE 500 BOSTON MA 022102150 990PF 2023-01-01 813882939 THE SUMMER ISLE FOUNDATION SUMM 6179517216 CO ANN MARIE VIGLIONE PO BOX 2177 WOBURN MA 01888 STEVEN W BARNES TRUSTEE 6179517216 2024-11-13 1 0 JENNIFER A LYDON P00987436 6175305000 2024-11-13 2023 2024-10-15 13:58:12Z X 19640776 X 6765119 449062 449062 4614698 10752583 4614698 11828879 5063760 0 0 0 0 0 57360 57360 0 0 72625 0 0 0 129985 57360 0 0 600000 600000 729985 57360 0 600000 11098894 5006400 0 1471151 9907457 9907457 9234669 7270021 9733319 10705820 17177478 19640776 0 0 X 0 0 0 0 10705820 17177478 10705820 17177478 10705820 17177478 10705820 11098894 176 21804890 4627412 17177478 ROPES & GRAY #89405 - US TREASURY BOND D 2023-01-01 2023-03-15 1000000 1000000 0 0 ROPES & GRAY #89405 - US TREASURY BOND D 2023-01-01 2023-06-15 1000000 1000000 0 0 ROPES & GRAY #89405 - US TREASURY BOND D 2023-01-01 2023-09-15 1000000 1000000 0 0 ROPES & GRAY #89405 - US TREASURY BOND D 2023-01-01 2023-12-15 1000000 1000000 0 0 3,658 SHS EXAS D 2023-07-20 2023-07-25 349340 252951 96389 96389 103,525 SHS DKNG D 2023-07-20 2023-07-25 3197396 1000052 2197344 2197344 15,007 SHS UBER D 2023-07-20 2023-07-25 699702 500000 199702 199702 16,105 SHS DOCU D 2023-12-19 2023-12-26 963284 225930 737354 737354 4,020 SHS DOCU D 2023-12-20 2023-12-22 242517 45225 197292 197292 227 SHS FLYWIRE CORP D 2018-08-23 2023-09-07 7405 1628 5777 5777 215 SHS FLYWIRE CORP D 2018-08-23 2023-09-07 7014 1542 5472 5472 227 SHS FLYWIRE CORP D 2018-08-23 2023-09-07 7405 1498 5907 5907 215 SHS FLYWIRE CORP D 2018-08-23 2023-09-07 7014 1419 5595 5595 221 SHS FLYWIRE CORP D 2020-12-07 2023-09-07 7209 2360 4849 4849 210 SHS FLYWIRE CORP D 2020-12-07 2023-09-07 6851 2243 4608 4608 59 SHS FLYWIRE CORP D 2020-12-07 2023-09-07 1925 630 1295 1295 56 SHS FLYWIRE CORP D 2020-12-07 2023-09-07 1827 598 1229 1229 15 SHS FLYWIRE CORP D 2018-08-23 2023-09-07 489 99 390 390 14 SHS FLYWIRE CORP D 2018-08-23 2023-09-07 457 92 365 365 227 SHS FLYWIRE CORP D 2018-12-03 2023-09-07 7405 1489 5916 5916 215 SHS FLYWIRE CORP D 2018-12-03 2023-09-07 7014 1410 5604 5604 7107 SHS FLYWIRE CORP D 2015-01-07 2023-09-07 231844 10925 220919 220919 457 SHS FLYWIRE CORP D 2015-02-17 2023-09-07 14908 644 14264 14264 938 SHS FLYWIRE CORP D 2018-08-23 2023-09-07 30599 6191 24408 24408 244 SHS FLYWIRE CORP D 2018-08-23 2023-09-07 7960 1610 6350 6350 481 SHS FLYWIRE CORP D 2015-02-17 2023-09-07 15691 678 15013 15013 988 SHS FLYWIRE CORP D 2018-08-23 2023-09-07 32230 6521 25709 25709 691 SHS FLYWIRE CORP D 2018-09-21 2023-09-07 22542 4561 17981 17981 6744 SHS FLYWIRE CORP D 2015-01-07 2023-09-07 219779 9981 209798 209798 117 SHS FLYWIRE CORP D 2018-08-23 2023-09-07 3817 839 2978 2978 1865 SHS FLYWIRE CORP D 2015-02-09 2023-09-07 60840 2480 58360 58360 109 SHS FLYWIRE CORP D 2018-08-23 2023-09-07 3556 719 2837 2837 7 SHS FLYWIRE CORP D 2015-03-13 2023-09-07 228 10 218 218 15 SHS FLYWIRE CORP D 2015-04-10 2023-09-07 489 21 468 468 89 SHS FLYWIRE CORP D 2018-12-03 2023-06-20 2820 584 2236 2236 80 SHS FLYWIRE CORP D 2018-08-23 2023-06-20 2535 528 2007 2007 145 SHS FLYWIRE CORP D 2020-12-07 2023-06-20 4595 1549 3046 3046 138 SHS FLYWIRE CORP D 2020-12-07 2023-06-20 4373 1474 2899 2899 84 SHS FLYWIRE CORP D 2018-12-03 2023-06-20 2662 551 2111 2111 325 SHS FLYWIRE CORP D 2018-08-23 2023-06-20 10299 2145 8154 8154 308 SHS FLYWIRE CORP D 2018-08-23 2023-06-20 9761 2033 7728 7728 84 SHS FLYWIRE CORP D 2018-08-23 2023-06-20 2662 554 2108 2108 4169 SHS FLYWIRE CORP D 2015-02-09 2023-06-20 132116 5545 126571 126571 43 SHS FLYWIRE CORP D 2018-08-23 2023-06-20 1363 284 1079 1079 656 SHS FLYWIRE CORP D 2018-08-23 2023-06-20 20789 4704 16085 16085 655 SHS FLYWIRE CORP D 2018-09-21 2023-06-20 20757 4323 16434 16434 4393 SHS FLYWIRE CORP D 2015-02-09 2023-06-20 139031 5561 133470 133470 45 SHS FLYWIRE CORP D 2018-08-23 2023-06-20 1426 297 1129 1129 257 SHS FLYWIRE CORP D 2018-08-23 2023-06-20 8144 1696 6448 6448 692 SHS FLYWIRE CORP D 2018-08-23 2023-06-20 21929 4962 16967 16967 1197 SHS FLYWIRE CORP D 2015-01-07 2023-06-20 37933 1772 36161 36161 117 SHS FLYWIRE CORP D 2018-09-21 2023-06-20 3708 772 2936 2936 3019 SHS FLYWIRE CORP D 2015-01-07 2023-06-20 95672 4468 91204 91204 98 SHS FLYWIRE CORP D 2015-02-17 2023-06-20 3106 138 2968 2968 52 SHS FLYWIRE CORP D 2015-02-19 2023-06-20 1648 73 1575 1575 16 SHS FLYWIRE CORP D 2015-03-13 2023-06-20 507 23 484 484 38 SHS FLYWIRE CORP D 2018-04-10 2023-06-20 1204 54 1150 1150 19 SHS FLYWIRE CORP D 2018-08-23 2023-06-20 602 125 477 477 420 SHS FLYWIRE CORP D 2018-08-23 2023-06-20 13310 2772 10538 10538 741 SHS FLYWIRE CORP D 2015-02-09 2023-06-20 23482 986 22496 22496 39 SHS FLYWIRE CORP D 2015-02-17 2023-06-20 1236 55 1181 1181 21 SHS FLYWIRE CORP D 2015-02-19 2023-06-20 665 30 635 635 8 SHS FLYWIRE CORP D 2018-08-23 2023-06-20 254 53 201 201 167 SHS FLYWIRE CORP D 2018-08-23 2023-06-20 5292 1102 4190 4190 43 SHS FLYWIRE CORP D 2018-08-23 2023-06-20 1363 284 1079 1079 294 SHS FLYWIRE CORP D 2018-08-23 2023-06-20 9317 2108 7209 7209 293 SHS FLYWIRE CORP D 2018-09-21 2023-06-20 9285 1934 7351 7351 4614698 0 69589 0 69589 0 69589 89368 0 0 0 89368 X 0 19779 19779 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 1 0 0 1 N/A ANN MARIE VIGLIONE 6179517216 PO BOX 2177 WOBURN MA 01888 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEVEN W BARNES PO BOX 2177 WOBURN MA 01888 TRUSTEE 0.00 0 0 0 DEBORAH A BARNES PO BOX 2177 WOBURN MA 01888 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 NONE 0 0 0 10453319 4208015 0 14661334 0 0 14661334 219920 14441414 722071 722071 69589 69589 652482 0 652482 0 652482 600000 0 600000 652482 584346 0 0 600000 584346 0 0 15654 0 0 0 0 0 0 0 0 636828 0 0 0 STEVEN W BARNES STEVEN W BARNES PO BOX 2177 WOBURN MA 01888 6179517216 "WRITTEN REQUEST" NO SPECIFIC RESTRICTIONS NO LIMITATIONS BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVENUE BOSTON MA 02115 N/A 501(C)(3) TO PROMOTE ITS CHARITABLE PURPOSE 100000 LAWRENCE ACADEMY PO BOX 992 GROTON MA 01450 N/A 501(C)(3) TO PROMOTE ITS CHARITABLE PURPOSE 500000 600000 0 14 449062 18 4614698 0 5063760 0 5063760 0 0 0 0 0 0 0 0 0 0 X X 1 STEVEN W BARNES PO BOX 2177 WOBURN MA 01888 6765119 X 1 4,020 SHS DOCUSIGN INC 244195 2023-12-20 1 16,105 SHS DOCUSIGN INC 995289 2023-12-19 1 21,664 SHS FLYWIRE CORP 703008 2023-09-07 1 103,525 SHS DRAFTKINGS INC 3185464 2023-07-20 1 15,007 SHS UBER TECHNOLOGIES 700527 2023-07-20 1 3,658 SHS EXACT SCIENCES CORP 351698 2023-07-20 1 18,745 SHS FLYWIRE CORP 584938 2023-06-20 NONE 0 7270021 9733319 0 0 DIFF BTW FMV AND BOOK VALUE OF ASSETS DONATED 4627412 BALANCE SHEET ADJUSTMENT 176 ROPES & GRAY MANAGEMENT FEES 57360 57360 0 0 STEVEN W BARNES PO BOX 2177 WOBURN MA 01888 US TREASURY 72500 0 0 0 COMMONWEALTH OF MASSACHUSETTS 125 0 0 0