2026-05-15T08:45:46-04:00 2025-12-31 ERNST & YOUNG US LLP 99 WOOD AVENUE SOUTH ISELIN NJ 08830 990PF 2025-01-01 456671361 Pannell Family Foundation % WESLEY KARGER PANN 6177204500 C/O Twinfocus 75 Park Plaza BOSTON MA 02116 Wes PANNELL Trustee 2127333000 2026-05-13 true Michael Sales P01770943 7325164200 2025-05-07 2025 2025-03-06 01:10:19Z X 17088003 X 5644377 21820 21820 408277 408277 4522894 7248353 4522894 10597368 4952991 108000 108000 9045 9045 10314 5157 0 5157 123722 123722 36543 7511 1279 1279 288903 136390 0 123481 571000 571000 859903 136390 0 694481 9737465 4816601 0 954282 1348568 1348568 3388230 5205817 5205817 6604195 10533618 10533618 10946707 17088003 17088003 0 0 X 10946707 17088003 10946707 17088003 10946707 17088003 10946707 9737465 462471 21146643 4058640 17088003 PUBLICLY TRADED SECURITIES 6793413 2725459 4067954 4067954 CAPITAL GAIN DIVIDENDS P 454940 4522894 66951 66951 66951 10197 0 10197 X 56754 false false false false false false false true true MA true false false false false true www.pannellfamilyfoundation.org WESLEY KARGER 6177204500 C/O TWINFOCUS 75 PARK PLAZA BOSTON MA 02116 false false false false false false false false false false false false false false false false false false false false false false SALLY W CURRIER 300 BOYLSTON STREET APT No 1004 BOSTON MA 02116 TRUSTEE 1.0 0 0 0 BENJAMIN I PANNELL 45 TEMPLE STREET UNIT 508 BOSTON MA 02114 TRUSTEE 1.0 0 0 0 MADELEINE J PANNELL 16 Pine Ridge Rd Newton MA 02468 TRUSTEE 1.0 0 0 0 WESLEY KARGER C/O Twinfocus 75 Park Plaza BOSTON MA 02116 TRUSTEE 1.0 0 0 0 BRENDAN MORRISON 16 Pine Ridge Rd newton MA 02468 TRUSTEE 10.0 108000 0 0 CHARLES SCHWAB 211 MAIN STREET SAN FRANCISCO CA 94105 INVESTMENT MGMT 123722 NONE 11925545 633074 0 12558619 0 12558619 188379 12370240 618512 618512 66951 66951 551561 551561 551561 694481 0 0 0 0 694481 551561 0 2023 2022 2021 0 0 64773 569929 634702 694481 0 551561 142920 777622 0 0 0 0 777622 0 64773 569929 142920 SAUL PANNELL SALLY CURRIER NONE X Marine Biological Laboratory 7 MBL Street Woods Hole MA 02543 N/A PC To support the mission of the organization 25000 Boys And Girls Clubs of Boston 200 High Street Suite 3B Boston MA 02110 N/A PC To support the mission of the organization 100000 Boston Medical Center Corporation 85 E CONCORD STREET ROOM 2212 BOSTON MA 021182335 N/A PC To support the mission of the organization 50000 Association for Autism and Neurodiversity Inc 85 Main Street Suite 3 Watertown MA 02472 N/A PC To support the mission of the organization 25000 Combined Jewish Philanthropies of Greater Boston I Kraft Family Building 126 High Stre BOSTON MA 02110 N/A PC To support the mission of the organization 50000 Raw Art Works Inc 37 Central Square Lynn MA 01901 N/A PC To support the mission of the organization 25000 Medicines For Humanity 800 Hingham Street Suite 200 Rockland MA 02370 N/A PC To support the mission of the organization 10000 Hestia Fund PO BOX 170058 BOSTON MA 021170068 N/A PC To support the mission of the organization 12000 WGBH Educational Foundation One Guest Street BOSTON MA 02205 N/A PC To support the mission of the organization 50000 Friends Of The Public Garden Inc 69 BEACON ST BOSTON MA 021083422 N/A PC To support the mission of the organization 10000 Dearborn Academy 19310 FORD ROAD Dearborn MI 481282403 N/A PC To support the mission of the organization 10000 New Profit Inc 99 Bedford St Suite 500 BOSTON MA 02111 N/A PC To support the mission of the organization 100000 Thrive Scholars 606 S OLIVE ST STE 2150 LOS ANGELES CA 900141649 N/A PC To support the mission of the organization 50000 Washington Institute for Near East Policy 1111 19Th Street Nw 500 Washington DC 20036 N/A PC To support the mission of the organization 10000 Beth Israel Deaconess Medical Center Inc 330 Brookline Ave Boston MA 022155400 N/A PC To support the mission of the organization 15000 Alumni and Friends of Lynn Classical High School I 235 Ocallaghan Way Lynn MA 019051599 N/A PC To support the mission of the organization 1000 Grub Street Inc 50 Liberty Dr Ste 500 Boston MA 022101358 N/A PC To support the mission of the organization 2000 Groundswell Community Project 1220 Rosecrans St San Diego CA 921062674 N/A PC To support the mission of the organization 1000 Samaritans Inc 41 West Street 4Th Fl Boston MA 021111268 N/A PC To support the mission of the organization 25000 571000 14 21820 14 408277 18 4522894 4952991 4952991 false false false false false false false false false false X X 1 Saul J PANNELL 2010 CHARITABLE LEAD 300 BOYLSTON STREET APT NO 1004 BOSTON MA 02116 306680 X 2 Saul J PANNELL 2024 CHARITABLE LEAD 300 BOYLSTON STREET APT NO 1004 BOSTON MA 02116 128909 X 3 Saul J Pannell 300 BOYLSTON STREET APT NO 1004 Boston MA 02116 5208788 X X 1 13,400 SHS Publicly Traded Securities 5208788 2025-12-31 TAX PREPARATION FEES 10314 5157 5157 CHARLES SCHWAB PROVIDES INVESTMENT MANAGEMENT SERVICES DODGE & COX INCOME I 832753 832753 DOUBLELINE TOTAL RETURN BOND I 831635 831635 VANGUARD EMERGING MARKET 676906 676906 VANGUARD ULTRA-SHORT-TER 0 0 ARTISAN HIGH INC INSTITUTIONAL 831992 831992 RIVER CANYON TOTAL RETURN BOND 1327077 1327077 DFA EM SOCIAL CORE PORTFOLIO 705454 705454 EATON VANCE ATLANTA CAP I 1092298 1092298 FIDELITY CONTRAFUND 1337072 1337072 HARTFORD CAP APPRECIATION I 0 0 HARTFORD INTERNATIONAL V 695527 695527 VANGUARD DIVIDEND GROWTH 1329572 1329572 ISHARES CORE MSCI EAFE 3229506 3229506 JPM LARGE CAP GROWTH FD CL I 669315 669315 INVSC S P 500 EQUAL WGHT ETF 1685728 1685728 VANGUARD ST INF-PROTECTED SEC 494600 494600 APPRECIATION OVER DONOR'S COST BASIS 4058640 FOR STOCK DONATED TO THE FOUNDATION 0 PAYROLL PROCESSING FEES 672 672 MA FILING FEE 250 250 WEBSITE EXPENSES 333 333 BANK CHARGES 24 24 Excise Tax Refund UNREALIZED GAINS ON INVESTMENTS 462471 INVESTMENT MANAGEMENT FEES 123722 123722 EXCISE TAXES PAID 29032 FOREIGN TAXES PAID 7511 7511