2025-05-06T15:10:45-05:00 2024-12-31 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990PF 2024-01-01 276364101 THE CASEY & FAMILY FOUNDATION C/O THE PHILANTHROPIC INITIATIVE CASE 6173382590 75 ARLINGTON STREET SUITE 710 BOSTON MA 02116 DAVID MARBLE TRUSTEE 6173382590 2025-05-05 1 1 LISA A EXTANCE CPA P01278902 6174399700 2025-05-07 2024 2025-03-06 01:10:19Z X 15165189 X X 78348 78348 250442 250442 4807553 16538285 4807553 2 2 5136345 5136345 0 0 0 9500 0 9500 68675 51307 17368 7626 7626 0 10135 320 9177 95936 59253 36045 2061347 2061347 2157283 59253 2097392 2979062 5077092 676129 4089664 4089664 10900553 6810113 6520113 1037926 4678807 4555412 12614608 15578584 15165189 0 0 X 0 0 0 0 12614608 15578584 12614608 15578584 12614608 15578584 12614608 2979062 2883 15596553 17969 15578584 RBC #6599 P 263224 236495 26729 26729 RBC #6599 P 12718087 8493212 4224875 4224875 RBC #6607 P 90542 77468 13074 13074 RBC #6607 P 3285785 2923557 362228 362228 CAPITAL GAINS DIVIDENDS P 180647 180647 180647 4807553 70572 0 70572 0 70572 16500 0 0 0 16500 X 0 54072 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A THE PHILANTHROPIC INITIATIVE 6173382590 75 ARLINGTON STREET SUITE 710 BOSTON MA 02116 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID C MARBLE PO BOX 448 LEXINGTON MA 02420 TRUSTEE 1.00 0 0 0 JENNIFER HARTMAN PO BOX 448 LEXINGTON MA 02420 TRUSTEE 1.00 0 0 0 NONE 0 RBC CAPITAL MARKETS LLC PO BOX 1510 MINNEAPOLIS MN 55440 INVESTMENT ADVISOR 51307 0 0 14884348 1593241 0 16477589 0 0 16477589 247164 16230425 811521 811521 70572 70572 740949 0 740949 0 740949 2097392 0 2097392 740949 0 0 391459 850793 173301 478813 29060564 30954930 2097392 0 0 0 740949 1356443 0 0 32311373 0 0 0 0 0 0 391459 31919914 850793 173301 478813 29060564 1356443 X ACCELERATE CHANGE MEDIA 68 HARRISON AVE STE 605 BOSTON MA 02111 NOT RELATED 501(C)(3) CHARITABLE 50000 CONSERVATION LAW FOUNDATION 62 SUMMER STREET BOSTON MA 02110 NOT RELATED 501(C)(3) CHARITABLE 50000 FOCUS FOR DEMOCRACY FUND 1200 G STREET NW STE 800 WASHINGTON DC 20005 NOT RELATED 501(C)(3) CHARITABLE 75000 GLOBAL GREENGRANTS FUND 1601 29TH ST STE 1292 BOULDER CO 80301 NOT RELATED 501(C)(3) CHARITABLE 100000 GRAPEVINE GIVING FOUNDATION 64 BLEECKER STREET 264 NEW YORK NY 100120000 NOT RELATED 501(C)(3) CHARITABLE 1347 GRASSROOTS INTERNATIONAL 179 BOYLSTON STREET 4TH FLOOR JAMAICA PLAIN MA 02130 NOT RELATED 501(C)(3) CHARITABLE 70000 GROUNDSWELL INTERNATIONAL 1875 CONECTICUT AVE NW 10TH FLOOR WASHINGTON DC 20009 NOT RELATED 501(C)(3) CHARITABLE 30000 HEAD COUNT INC 104 W 29TH ST 11TH FLOOR NEW YORK NY 100015310 NOT RELATED 501(C)(3) CHARITABLE 100000 HEALTH CARE WITHOUT HARM 12355 SUNRISE VALLEY DR SUITE 680 RESTON VA 20191 NOT RELATED 501(C)(3) CHARITABLE 20000 INDIGENOUS ENVIRONMENTAL NETWORK PO BOX 485 BEMIDJI MN 56619 NOT RELATED 501(C)(3) CHARITABLE 40000 LONGVIEW PHILANTHROPY 2093 PHILADELPHIA PIKE 7230 CLAYMONT DE 19703 NOT RELATED 501(C)(3) CHARITABLE 1000000 NEW VENTURE FUND 1828 L STREET NW SUITE 300A WASHINGTON DC 20036 NOT RELATED 501(C)(3) CHARITABLE 220000 PROTEUS FUND 15 RESEARCH DRIVE SUITE B AMHERST MA 01002 NOT RELATED 501(C)(3) CHARITABLE 40000 SILVERLINING 500 NORTH CAPITOL STREET NW SUITE 210 WASHINGTON DC 20001 NOT RELATED 501(C)(3) CHARITABLE 50000 SOUTHERN VISION ALLIANCE PO BOX 51698 DURHAM NC 27717 NOT RELATED 501(C)(3) CHARITABLE 75000 TIDES CENTER PROJECT PO BOX 889385 LOS ANGELES CA 90088 NOT RELATED 501(C)(3) CHARITABLE 110000 TRUSTEES OF TUFTS COLLEGE 136 HARRISON AVE BOSTON MA 02111 NOT RELATED 501(C)(3) CHARITABLE 30000 2061347 0 14 78348 14 250442 18 2 18 4807553 0 5136345 0 5136345 0 0 0 0 0 0 0 0 0 0 WOLF & COMPANY, PC 9500 0 9500 EQUITIES & ETFS 6810113 6520113 PRI ANFIRO INC. AT COST 100000 100000 FIXED INCOME SECURITIES AT COST 4378807 4255412 PRI REBOUND TECHNOLOGIES INC, AT COST 200000 200000 ACCOUNTING ADJUSTMENT 17969 MA FORM PC 256 0 256 DOCUMENT SHARING PROGRAM- BOX INC. 638 0 0 WIRE TRANSFER 320 320 0 SAFSF MEMBERSHIP FEE 6171 0 6171 NEID GLOBAL MEMBERSHIP FEE 2500 0 2500 TECH SOUP DONATION 250 0 250 OTHER INCOME 2 2 2 NONDIVIDEND DISTRIBUTIONS 2883 THE PHILANTHROPIC INITIATIVE 17368 0 17368 ADVISORY FEES 51307 51307 0 FOREIGN TAX PAID 7626 7626 0