2024-11-12T07:38:27-06:00 2023-12-31 043540129 PAUL MCCOY FAMILY OFFICE SERVICES LLP 31 ST JAMES AVENUE SUITE 740 BOSTON MA 02116 990PF 2023-01-01 823472336 TABER CHARITABLE FOUNDATION TABE 6177909448 19 SALEM ROAD WELLESLEY MA 02481 MARK D TABER SECRETARY 6177909448 2024-10-17 1 0 JACQUELINE R MCCOY P00140149 6179333600 2023 2024-10-15 13:58:12Z X 2277067 X X 23002 23002 -261592 21958 0 -238590 23002 0 0 0 6500 6500 0 1967 1967 0 235 0 0 8702 8467 0 215000 215000 223702 8467 215000 -462292 14535 12699 60274 60274 1251600 1018050 1833900 642566 366249 382893 1906865 1444573 2277067 0 0 X 0 0 0 0 1906865 1444573 1906865 1444573 1906865 1444573 1906865 -462292 0 1444573 0 1444573 THE REALREAL D 2020-12-14 2023-06-02 7150 35923 -28773 -28773 THE REALREAL D 2020-12-14 2023-06-02 7300 35923 -28623 -28623 THE REALREAL D 2020-12-14 2023-06-02 7275 35923 -28648 -28648 MAXQ AI LTD. P 2019-05-13 2023-12-31 50000 -50000 -50000 CAPITAL GAINS DIVIDENDS P 233 233 233 -135811 202 0 202 0 202 145 0 1000 0 1145 0 943 943 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 1 0 0 1 N/A MARK D TABER 6177909448 19 SALEM ROAD WELLESLEY MA 02481 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARK D TABER 19 SALEM ROAD WELLESLEY MA 02481 TREASURER 1.00 0 0 0 MARIA EVELINA TABER 19 SALEM ROAD WELLESLEY MA 02481 PRESIDENT 1.00 0 0 0 JILLIAN DUDDY 265 FRANKLIN ST 4TH FL BOSTON MA 02110 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 1322605 48562 0 1371167 0 0 1371167 20568 1350599 67530 67530 202 202 67328 0 67328 0 67328 215000 0 215000 67328 96870 0 0 215000 96870 0 0 67328 50802 0 0 50802 0 0 0 0 0 0 0 50802 50802 MARK D TABER X BOSTON MEDICAL CENTER 801 MASSACHUSETTS AVE BOSTON MA 02118 PUBLIC MEDICAL RESEARCH 25000 BOYS AND GIRLS CLUB OF NEWPORT COUNTY 95 CHURCH ST NEWPORT RI 02840 PUBLIC EDUCATION 25000 DUKE UNIVERISTY 2080 DUKE UNIVERSITY RD DURHAM NC 27708 PUBLIC EDUCATION 25000 LEHIGH UNIVERSITY 27 MEMORIAL DRIVE BETHLEHEM PA 18015 PUBLIC EDUCATION 35000 NEWPORT FESTIVALS FOUNDATION 74 MARTIN ST ESSEX MA 01929 PUBLIC EDUCATION 20000 NEWPORT PRESERVATION SOCIETY 424 BELLEVUE AVE NEWPOET RI 02840 PUBLIC NATURE 22500 ST GEORGES SCHOOL 71 GEORGE ST PROVIDENCE RI 02912 PUBLIC EDUCATION 62500 215000 0 14 14 23002 18 -261592 0 -238590 0 -238590 0 0 0 0 0 0 0 0 0 0 TAX PREP FEE 6500 6500 0 EQUITIES 1018050 1833900 MUTUAL FUNDS AT COST 278124 272721 EXCHANGE TRADED PRODUCTS AT COST 88125 110172 ADVISORY & CUSTODY FEE 1959 1959 0 TRANSACTION FEES 8 8 0 MARK D TABER 19 SALEM ROAD WELLESLEY MA 02481 IRS PAYMENT 200 0 0 MA FILING FEE 35 0 0