2022-06-02T15:09:32-05:00 2021-12-31 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990PF 2021-01-01 276364101 THE CASEY & FAMILY FOUNDATION C/O THE PHILANTHROPIC INITIATIVE CASE 6173382590 75 ARLINGTON STREET SUITE 710 BOSTON MA 02116 JENNIFER HARTMAN TRUSTEE 6173382590 2022-05-16 1 JENNIFER HARTMAN 999009999 HILLARY BURR CPA P00910379 6174399700 2022-05-18 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X X 53571118 X X 64146 64146 885633 885633 2370372 10024828 2370372 3320151 3320151 0 0 0 3500 0 3500 172613 82790 89823 157 15 0 39948 29824 0 6250 0 6250 222468 112629 99573 2616000 2616000 2838468 112629 2715573 481683 3207522 668386 2008994 2008994 14151215 29545395 43618250 24170505 7936293 7943874 38990106 39490682 53571118 0 0 X 0 0 0 0 38990106 39490682 38990106 39490682 38990106 39490682 38990106 481683 26874 39498663 7981 39490682 WELLS FARGO #2098 P 1500000 1499332 668 668 WELLS FARGO #2477 P 28086 28086 0 0 WELLS FARGO #7963 P 264 265 -1 -1 WELLS FARGO #9369 P 1278902 1208254 70648 70648 RBC #6596 P 1500000 1500000 0 0 RBC #6599 P 753250 536380 216870 216870 RBC #6604 P 996104 569678 426426 426426 RBC #6607 P 2484487 2014941 469546 469546 RBC #6607 P 218350 220277 -1927 -1927 RBC #6607 P 77243 77243 0 0 CAPITAL GAINS DIVIDENDS P 1188142 1188142 1188142 2370372 44585 0 44585 0 44585 10096 0 55000 0 65096 X 737 19774 19774 0 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 CURTIS W MARBLE PO BOX 827 HARVARD MA 01451 TRUSTEE 1.00 0 0 0 EDWARD S HEALD 70 RODGERS ROAD CARLISLE MA 01741 TRUSTEE 1.00 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 NONE 0 0 50316230 2208781 0 52525011 0 0 52525011 787875 51737136 2586857 2586857 44585 44585 2542272 0 2542272 0 2542272 2715573 0 2715573 2542272 0 0 391459 850793 1242252 2715573 0 0 0 2542272 173301 0 0 1415553 0 0 0 0 0 0 0 1415553 391459 850793 173301 X CAMBRIDGE IN AMERICA PO BOX 9123 JAF BLDG NEW YORK NY 10087 NOT RELATED 501(C)(3) CHARITABLE 150000 CENTER FOR APPLIED RATIONALITY 2036 BANCROFT WAY BERKELEY CA 94704 NOT RELATED 501(C)(3) CHARITABLE 500000 CONSERVATION LAW FOUNDATION 62 SUMMER STREET BOSTON MA 02110 NOT RELATED 501(C)(3) CHARITABLE 50000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 NOT RELATED 501(C)(3) CHARITABLE 200000 EQUAL JUSTICE INITIATIVE 122 COMMERCE STREET MONTGOMERY AL 36104 NOT RELATED 501(C)(3) CHARITABLE 40000 EXPECT MIRACLES FOUNDATION 89 SOUTH STREET SUITE 701 BOSTON MA 02111 NOT RELATED 501(C)(3) CHARITABLE 22000 GRASSROOTS INTERNATIONAL 179 BOYLSTON STREET 4TH FLOOR JAMAICA PLAIN MA 02130 NOT RELATED 501(C)(3) CHARITABLE 70000 GROUNDSWELL INTERNATIONAL 1875 CONNECTICUT AVENUE NW 10TH FLOOR WASHINGTON DC 20009 NOT RELATED 501(C)(3) CHARITABLE 40000 HEALTH CARE WITHOUT HARM 12355 SUNRISE VALLEY DR SUITE 680 RESTON VA 20191 NOT RELATED 501(C)(3) CHARITABLE 50000 HOPEWELL FUND 1201 CONNECTICUT AVE NW SUITE 300 WASHINGTON DC 20036 NOT RELATED 501(C)(3) CHARITABLE 60000 INDIGENOUS ENVIRONMENTAL NETWORK PO BOX 485 BEMIDJI MN 56619 NOT RELATED 501(C)(3) CHARITABLE 40000 INNOCENCE PROJECT 40 WORTH STREET SUITE 701 NEW YORK NY 10013 NOT RELATED 501(C)(3) CHARITABLE 40000 MIT CANCER RESEARCH FUND 600 MEMORIAL DRIVE CAMBRIDGE MA 02139 NOT RELATED 501(C)(3) CHARITABLE 800000 NATIONAL NETWORK OF ABORTION FUNDS 9450 SW GEMINI DRIVE PMB 16009 BEAVERTON OR 970087105 NOT RELATED 501(C)(3) CHARITABLE 70000 NEW VENTURE FUND 1201 CONNECTICUT AVE NW SUITE 300 WASHINGTON DC 20036 NOT RELATED 501(C)(3) CHARITABLE 100000 PROTEUS FUND 15 RESEARCH DRIVE SUITE B AMHERST MA 01002 NOT RELATED 501(C)(3) CHARITABLE 75000 SILVERLINING 500 NORTH CAPITOL STREET NW SUITE 210 WASHINGTON DC 20001 NOT RELATED 501(C)(3) CHARITABLE 100000 THE PINK FUND PO BOX 603 BLOOMFIELD HILLS MI 48303 NOT RELATED 501(C)(3) CHARITABLE 35000 TIDES CENTER PROJECT 1014 TORNEY AVENUE SAN FRANCISCO CA 94129 NOT RELATED 501(C)(3) CHARITABLE 40000 TRUSTEES OF TUFTS COLLEGE 136 HARRISON AVENUE BOSTON MA 02111 NOT RELATED 501(C)(3) CHARITABLE 75000 US CHARITABLE GIFT TRUST C/O RENIASSANCE ADMINISTRATION 8910 PURDUE ROAD SUITE 500 INDIANAPOLIS IN 46268 NOT RELATED 501(C)(3) CHARITABLE 59000 2616000 0 14 64146 14 885633 18 2370372 0 3320151 0 3320151 0 0 0 0 0 0 0 0 0 0 WOLF & COMPANY, PC 3500 0 3500 EQUITIES & ETFS 29545395 43618250 ANFIRO INC. AT COST 100000 100000 FIXED INCOME SECURITIES AT COST 6730628 6717981 OTHER ASSETS AT COST 905665 925893 PRI REBOUND TECHNOLOGIES INC, AT COST 200000 200000 ACCOUNTING ADJUSTMENT 7981 MA FORM PC 250 0 250 USPS 67 0 67 WIRE FEES 360 0 360 DOCUMENT SHARING PROGRAM 4915 0 4915 OTHER EXPENSES 658 0 658 TIMING DIFFERENCE OF 1099 INCOME & EXPENSES 18538 BOOK/TAX DIFFERENCE IN STOCK SALES 3235 NONDIVIDEND DISTRIBUTIONS 5101 ADVISORY FEES 82790 82790 0 BIODIVERSITY FUNDERS GROUP 3600 0 3600 NEW ENGLAND INTERNATIONAL DONORS 5350 0 5350 GRAPEVINE.ORG MEMBERSHIP 1287 0 1287 SUSTAINABLE AGRICULTURE & FOOD MEMBERSHIP 7048 0 7048 THE PHILANTHROPIC INITIATIVE 72538 0 72538 ESTIMATED TAX PAYMENT 10124 0 0 FOREIGN TAX PAID 29824 29824 0