2025-11-13T12:33:50-06:00 2024-12-31 042706569 O'BRIEN & ASSOCIATES 10 KEARNEY ROAD SUITE 305 NEEDHAM MA 02494 990PF 2024-01-01 473246621 VON RICKENBACH FAMILY FOUNDATION C/O ROBERT CARSON VONR 7814448400 55 OLD BEDFORD ROAD 208 LINCOLN MA 01773 ROBERT L CARSON TRUSTEE 7814448400 2025-11-13 1 1 JOHN J O'BRIEN P01598128 7814448400 2024 2025-03-06 01:10:19Z X 3960020 X X 2893 2893 55661 55661 373433 2038078 373433 236 236 432223 432223 0 0 0 17336 17336 0 11 11 0 1157 1157 0 18504 18504 0 205500 205500 224004 18504 205500 208219 413719 37870 62263 62263 2162476 2395147 3303349 556446 553598 542951 94279 48282 51457 2851071 3059290 3960020 0 0 X 0 0 0 0 2851071 3059290 2851071 3059290 2851071 3059290 2851071 208219 0 3059290 0 3059290 97 SHS VANGUARD S&P 500 ETF P 2024-03-08 2024-03-21 46705 45779 926 926 GOLDMAN SACHS ACCT #5761 P 2024-12-31 1227404 1045000 182404 182404 GOLDMAN SACHS ACCT #1530 P 2024-12-31 98462 97645 817 817 GOLDMAN SACHS ACCT #1530 P 2024-12-31 181691 119141 62550 62550 GOLDMAN SACHS ACCT #1535 P 2024-12-31 7835 9157 -1322 -1322 GOLDMAN SACHS ACCT #1535 P 2024-12-31 21718 16197 5521 5521 GOLDMAN SACHS ACCT #3910 P 2024-12-31 168363 154216 14147 14147 GOLDMAN SACHS ACCT #3910 P 2024-12-31 285779 177510 108269 108269 KENVUE INC. P 2024-09-24 2 2 2 AIR LIQUIDE SA ADR CMN P 2024-07-08 3 3 3 CAPITAL GAINS DIVIDENDS P 116 116 116 373433 5751 0 5751 0 5751 7595 0 10000 0 17595 0 11844 11844 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A ROBERT L CARSON 7818399006 55 OLD BEDFORD ROAD SUITE 208 LINCOLN MA 01773 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT L CARSON 55 OLD BEDFORD ROAD SUITE 208 LINCOLN MA 01773 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 3916926 -5535 0 3911391 0 0 3911391 58671 3852720 192636 192636 5751 5751 186885 0 186885 0 186885 205500 0 205500 186885 128798 0 0 205500 128798 0 0 76702 0 0 0 0 0 0 0 0 110183 0 0 0 X BIOMEDICAL SCIENCE CAREERS PROGRAM 164 LONGWOOD AVENUE BOSTON MA 02215 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 5000 CATHOLIC SCHOOLS FOUNDATION 67 BATTERYMARCH STREET BOSTON MA 02110 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 7500 HARVARD BUSINESS SCHOOL HARVARD BUSINESS SCHOOL BOSTON MA 02163 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 5000 NATIONAL ASSOC OF RARE DISEASE PO BOX 4110 WOBURN MA 01888 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 1000 PRESIDENTS & FELLOWS OF HARVARD COLLEGE HARVARD UNIVERSITY CAMBRIDGE MA 02138 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 10000 LIFE SCIENCES CARES INC PO BOX 425486 CAMBRIDGE MA 02142 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTEDCHARITABLE CONTRIBUTION UNRESTRICTED 20000 MCLEAN HOSPITAL 115 MILL STREET BELMONT MA 02478 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 110000 NETWORK FOR EXCELLENCE IN HEALTH INNOVATION 133 FEDERAL STREET BOSTON MA 02110 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 10000 PAN MASS CHALLENGE 77 4TH AVE NEEDHAM MA 02494 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 1000 SAVE OUR HERITAGE FOUNDATION 91 MAIN STREET CONCORD MA 01742 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 1000 SCIENCE HISTORY INSTITUTE 315 CHESTNUT STREET PHILADELPHIA PA 19106 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 3000 ST BRIGID PARISH 1981 MASSACHUSETTS AVENUE LEXINGTON MA 02421 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 5000 THE IMMIGRANT LEARNING CENTER 442 MAIN STREET MALDEN MA 02148 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 5000 WALTHAM BOYS & GIRLS CLUB 20 EXCHANGE STREET WALTHAM MA 02451 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 1000 ST ANTHONY SHRINE 100 ARCH STREET BOSTON MA 02110 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 20000 ROOM TO GROW 424 EAST 147TH STREET BRONX NY 10455 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION UNRESTRICTED 1000 205500 0 14 2893 14 55661 14 236 18 373433 0 432223 0 432223 3 INTEREST AND DIVIDENDS ON FOUNDATION INVESTMENTS 4 INTEREST AND DIVIDENDS ON FOUNDATION INVESTMENTS 8 GAINS AND LOSSES ON FOUNDATION INVESTMENTS 7 OTHER INVESTMENT INCOME ON FOUNDATION INVESTMENTS 0 0 0 0 0 0 0 0 0 0 GOLDMAN SACHS 553598 542951 GOLDMAN SACHS 2395147 3303349 MOUNT KELLET CAP PARTNES ACCESS OFFSHORE LP AT COST 0 2726 4,625.395 SHS GS TACTICAL TILT OVERLAY FUND AT COST 48282 48731 GOLDMAN SACHS #6705 201 201 201 GOLDMAN SACHS #1530 35 35 35 IAS FEES GOLDMAN SACHS 17336 17336 0 FOREIGN TAX PAID 672 672 0 RECLAIMABLE TAX 336 336 0 ADR FEES 149 149 0