2023-11-15T12:53:46-06:00 2022-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2022-01-01 222285358 The Garfield Foundation C/O Baldwin Brothers GARF 5087480800 204 Spring Street Marion MA 02738 David Grossblat Treasurer 5087480800 2023-11-14 1 David Grossblat 999009999 0 Connor Smart P02285543 2078792100 2023-11-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 26842294 X 151246 134592 124817 365469 365963 4314680 23574165 4321798 34683 21854 5000670 4834432 425163 318872 106291 467706 350780 116926 70659 52995 17664 80846 60634 20212 26584 19938 6646 190110 165199 24911 57161 0 0 34975 0 34975 9494 0 9494 33 0 33 52168 0 -18568 1414899 968418 318584 447500 447500 1862399 968418 766084 3138271 3866014 360854 58174 58174 694123 458529 458529 15009 10357 15009 15009 394733 3976 3976 0 17779393 17779393 29951228 5325520 5325520 0 2345797 2345797 6215594 854486 854486 1410 1410 1410 37628299 26842294 26842294 123083 197795 257158 33406 380241 231201 X 0 0 0 0 37248058 26611093 37248058 26611093 37628299 26842294 37248058 3138271 72506 40458835 13847742 26611093 Publicly Traded Securities 2021-12-31 2022-12-31 23526360 19252367 4273993 4273993 Capital Gains Dividends 2021-12-31 2022-12-31 90 90 90 Alternative and Limited Investments 2021-12-31 2022-12-31 47715 47715 47715 4321798 53738 0 53738 0 53738 76709 0 90000 0 166709 0 112971 112971 0 0 0 0 0 0 0 0 0 0 0 1 1 CA MA NJ 1 0 0 0 0 1 www.garfieldfoundation.org Baldwin Brothers 5087480800 204 Spring Street Marion MA 02738 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Dianne Martinez C/O Baldwin Brothers 204 Spring Street Marion MA 02738 Trustee/Executive Director 40.00 276929 22049 0 David Grossblat C/O Baldwin Brothers 204 Spring Street Marion MA 02738 Treasurer 40.00 70096 11267 0 Jeremiah Marquez C/O Baldwin Brothers 204 Spring Street Marion MA 02738 Trustee/President 1.00 24822 0 0 Bina Garfield C/O Baldwin Brothers 204 Spring Street Marion MA 02738 Trustee/Vice President 1.00 20000 0 0 Sen Tan C/O Baldwin Brothers 204 Spring Street Marion MA 02738 Trustee 1.00 0 0 0 Jennie L Curtis C/O Baldwin Brothers 204 Spring Street Marion MA 02738 Executive Director ( 40.00 242032 0 0 Jennifer Berman C/O Baldwin Brothers 204 Spring Street Marion MA 02738 Training Officer (en 40.00 51893 0 0 Ruth E Rominger C/O Baldwin Brothers 204 Spring Street Marion MA 02738 Network Design Direc 40.00 51835 0 0 0 Baldwin Brothers 204 Spring Street Marion MA 02738 Investment Management & Recordkeeping 189199 Halfon & Boehm PC 45 West 36th Street New York NY 10018 Legal Services 50226 0 0 26616567 1512730 854846 28984143 0 0 28984143 434762 28549381 1427469 1427469 53738 53738 1373731 0 1373731 0 1373731 766084 0 766084 1373731 0 0 2946552 3409535 3443417 1179384 10978888 766084 0 0 0 766084 0 607647 607647 10371241 0 0 0 0 0 0 2338905 8032336 3409535 3443417 1179384 X Cancer Support Community Pasadena 76 E Del Mark Boulevard Suite 215 Pasadena CA 91105 N/A PC General Purpose 3500 Center for Great Apes PO Box 488 Wauchula FL 33873 N/A PC General Purpose 2500 Dr Susan Love Foundation for Breast Cancer Research 8605 Santa Monica Boulevard Suite 89002 West Hollywood CA 900694109 N/A PC General Purpose 5000 Food & Water Watch Los Angeles 1616 P Street NW Suite 300 Washington DC 20036 N/A PC General Purpose 3500 Heal the Bay 1444 9th Street Santa Monica CA 90401 N/A PC General Purpose 40000 Huntington Memorial Hospital 100 W California Boulevard Pasadena CA 91105 N/A PC Huntington Cancer Center 10000 International Rescue Committee 122 East 42nd Street New York NY 10168 N/A PC General Purpose 5000 LA Regional Food Bank 1734 East 41st Street Los Angeles CA 90058 N/A PC General Purpose 5000 Mercy Corps 45 SW Ankeny Street Portland OR 97204 N/A PC General Purpose 5000 Pasadena Senior Center 85 East Holly Street Pasadena CA 91103 N/A PC General Purpose 3500 Performing Animal Welfare Society PO Box 849 Galt CA 95632 N/A PC General Purpose 5000 Planned Parenthood Los Angeles 400 West 30th Street Los Angeles CA 90007 N/A PC General Purpose 20000 Rainforest Action Network 425 Bush Street Suite 300 San Francisco CA 94108 N/A PC General Purpose 5000 Rockefeller Family Fund 475 Riverside Drive Suite 900 New York NY 10115 N/A PC General Purpose 250000 Southern Poverty Law Center 400 Washington Avenue Montgomery AL 36104 N/A PC General Purpose 10000 The Marion Institute 202 Spring Street Marion MA 02738 N/A PC General Purpose 4500 The Minneapolis Foundation 800 IDS Center 80 S 8th Street Minneapolis MN 55402 N/A PC General Purpose 50000 TreePeople Inc 12601 Mulholland Drive Beverly Hills CA 90210 N/A PC General Purpose 20000 447500 0 18 134592 18 365469 18 4314680 Passthrough Income 523000 14 21854 Amounts Recorded Per Books 14 12829 0 4849424 0 4849424 0 0 0 0 0 0 0 0 0 0 X X 1 Small Business Administration 409 3rd Street SW Washington DC 20416 151246 X Accounting Fees 26584 19938 6646 54000 units America Honda 0.65% 52562 52562 44000 units Sumitomo Mitsuit Financial 3.936% 43868 43868 45000 units PNC Financial Services 3.5% 45036 45036 45000 units Marsh & McLennan 3.875% 44903 44903 45000 units Bristol Myers Squibb 2.% 44263 44263 38000 units American Express 2.5% 36956 36956 38000 units Eversource Energy 2.9% 36921 36921 24000 units Canadian Pacific Railway 1.35% 22413 22413 23000 units Boston Properties 3.2% 22352 22352 23000 units Carrier Global Corp 2.242% 21878 21878 45000 units Mitsubishi Financial 3.777% 44309 44309 30000 units Florida Power and Light 2.85% 28956 28956 61000 units Bank Nova Scotia 3.45% 59215 59215 61000 units Royal Bank CDA 3.375% 59429 59429 30000 units Bank America Corp 3.841% 29530 29530 60000 units TD Bank 3.766% 58379 58379 60000 units Bank of Montreal 3.7% 58415 58415 60000 units Bank New York Mellon 3.43% 58787 58787 30000 units JP Morgan Chase 3.845% 29397 29397 45000 units Westpac BKG Corp 3.735% 44448 44448 62000 units State Street Corp 2.354% 59358 59358 46000 units Astra Zeneca PLC 3.375% 44625 44625 23000 units Anheuser-Busch Inbev 3.65% 22503 22503 46000 units Shell International 2.875% 43580 43580 31000 units Avalonbay 2.95% 28967 28967 22000 units Abbvie Inc 3.2% 20881 20881 25000 units CNH Indl Cap LLC 1.45% 22255 22255 23000 units Paypal Holdings 2.65% 21401 21401 23000 units American Tower Corp 3.375% 21695 21695 62000 units Nike 2.375% 57534 57534 24000 units Equinix Inc 2.9% 22035 22035 22000 units Enbridge Inc 21254 21254 51000 units Simon Property Group 1.375% 44898 44898 46000 units Goldman Sachs 3.85% 44547 44547 46000 units Estee Lauder 3.15% 43940 43940 59000 units Morgan Stanley 1.593% 51967 51967 50000 units Air Products 1.85% 44617 44617 23000 units Sempra Energy 3.4% 21705 21705 22000 units Anthem Inc 4.1% 21423 21423 22000 units CVA Health Corp 4.3% 21567 21567 44000 units Comcast Corp 4.15% 42658 42658 23000 units American Electric Power 4.3% 22089 22089 31000 units Totalenergies Capital 3.455% 29213 29213 54000 units Merck & Co 3.4% 51012 51012 47000 units Home Depot 2.95% 42705 42705 36000 units Walt Disney 2% 30506 30506 23000 units AT&T 4.3% 22102 22102 42000 units DTE Electric Co 2.25% 35709 35709 42000 units Mastercard 3.35% 38987 38987 50000 units Equinor ASA 3.125% 45382 45382 25000 units Aon Corp 2.8% 21489 21489 64000 units Chubb 1.375% 50100 50100 45000 units Verizon Communications 1.5% 35298 35298 48000 units Prologis LP 1.25% 36633 36633 22000 units Alexandria Real Estate 4.9% 21524 21524 36000 units Saleforce 1.95% 29114 29114 35000 units Intel Corp 2% 28089 28089 49000 units Progressive Corp 3% 43137 43137 45000 units Intercontinental Exchange 4.6% 43894 43894 60000 units JP Morgan Chase 4.586% 56230 56230 60000 units Bank of America 4.571% 55594 55594 44000 units Citigroup 4.910% 41563 41563 795 units ACN 212138 212138 955 units MDT 74223 74223 1000 units GRMN 92290 92290 310 units ADBE 104324 104324 2840 units GOOGL 250573 250573 2580 units AMZN 216720 216720 3000 units AAPL 389790 389790 490 units COST 223685 223685 740 units DHR 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0 35091 Insurance 16457 0 16457 State Filing Fees 620 0 620 Accrual-to-Cash - Expense Adjustments 0 0 -70736 Passthrough Income 21854 21854 21854 Amounts Recorded Per Books 12829 12829 Excise Tax Accrual Adjustments (net) 72506 Deferred Tax Liability 90000 33406 Outstanding PPP Loans 167158 0 Investment Management Fees 165199 165199 0 Other Professional Fees 24911 0 24911 Excise Taxes 57161 0 0