2025-08-29T17:27:14-05:00 2024-12-31 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990PF 2024-01-01 237009635 JAMPART CHARITABLE TRUST JAMP 6173382590 CO TPI 75 ARLINGTON STREET 710 BOSTON MA 02116 JONATHAN HECHT TRUSTEE 6173382590 2025-08-25 1 1 HILLARY BURR CPA P00910379 6174399700 2025-08-25 2024 2025-03-06 01:10:19Z X 80407331 X 0 X 309451 309451 5408623 10182451 5408623 322 322 5718396 5718396 0 0 0 15000 0 15000 173997 41777 132220 75030 30 0 8405 4773 3632 272432 46580 150852 3500000 3500000 3772432 46580 3650852 1945964 5671816 781592 4308313 4308313 63878289 66012455 66012455 5887394 9123402 9123402 1157626 963161 963161 71704901 80407331 80407331 0 0 X 71704901 80407331 71704901 80407331 71704901 80407331 71704901 1945964 6756466 80407331 0 80407331 FIDELITY #9512 P 10146067 4587158 5558909 5558909 K-1 LTCG P 33302 33302 33302 K-1 STCG P 599 -599 -599 CHOATE #1311 P 130837 -130837 -130837 K-1 QSBS EXCLUSION P 52152 -52152 -52152 DISPOSITION OF NEW ENTERPRISE ASSOCIATES 9 P 3082 3082 0 0 5408623 78838 0 78838 0 78838 77406 0 35000 0 112406 X 21 33547 33547 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 1 1 N/A JONATHAN HECHT 6173382590 C/O TPI 75 ARLINGTON STREET STE 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 ROBERT E KASS C/O THE PHILANTHROPIC INITIATIVE 75 ARLINGTON ST SUITE 710 BOSTON MA 02116 TRUSTEE 1.00 0 0 0 JAMES E KASS C/O THE PHILANTHROPIC INITIATIVE 75 ARLINGTON ST SUITE 710 BOSTON MA 02116 TRUSTEE 1.00 0 0 0 NANCY E KASS C/O THE PHILANTHROPIC INITIATIVE 75 ARLINGTON ST SUITE 710 BOSTON MA 02116 TRUSTEE 1.00 0 0 0 ANNE HECHT C/O THE PHILANTHROPIC INITIATIVE 75 ARLINGTON ST SUITE 710 BOSTON MA 02116 TRUSTEE 1.00 0 0 0 JONATHAN HECHT C/O THE PHILANTHROPIC INITIATIVE 75 ARLINGTON ST SUITE 710 BOSTON MA 02116 TRUSTEE 1.00 0 0 0 THOMAS D HECHT C/O THE PHILANTHROPIC INITIATIVE 75 ARLINGTON ST SUITE 710 BOSTON MA 02116 TRUSTEE 1.00 0 0 0 PETER M HECHT C/O THE PHILANTHROPIC INITIATIVE 75 ARLINGTON ST SUITE 710 BOSTON MA 02116 TRUSTEE 1.00 0 0 0 ROBERT M HECHT C/O THE PHILANTHROPIC INITIATIVE 75 ARLINGTON ST SUITE 710 BOSTON MA 02116 TRUSTEE 1.00 0 0 0 NONE 0 THE PHILANTHROPIC INITIATIVE 75 ARLINGTON STREET BOSTON MA 02116 ADMINISTRATION FEE 132220 0 0 76137229 2471184 1038883 79647296 0 0 79647296 1194709 78452587 3922629 3922629 78838 78838 3843791 0 3843791 0 3843791 3650852 0 3650852 3843791 3390890 0 0 3650852 3390890 0 0 259962 0 0 0 0 0 0 0 0 3583829 0 0 0 X AMALGAMATED CHARITABLE FOUNDATION 1825 K ST NW WASHINGTON DC 20006 NOT RELATED PC CHARITABLE 125000 ASSEMBLE 4824 PENN AVE PITTSBURGH PA 15224 NOT RELATED PC CHARITABLE 50000 BALTIMORE SYMPHONY ORCHESTRA 1212 CATHEDRAL ST BALTIMORE MD 21201 NOT RELATED PC CHARITABLE 50000 CENTER FOR URBAN FAMILIES 2201 N MONROE ST BALTIMORE MD 21217 NOT RELATED PC CHARITABLE 40000 CITIZEN SCIENCE LAB 1699 WASHINGTON ROAD SUITE 200 PITTSBURGH PA 15228 NOT RELATED PC CHARITABLE 75000 CODE IN THE SCHOOLS 21 E NORTH AVE BALTIMORE MD 21202 NOT RELATED PC CHARITABLE 25000 ENTREPRENEURSHIP FOR ALL 175 CABOT STREET SUITE 310 LOWELL MA 01854 NOT RELATED PC CHARITABLE 15000 FAMILY NURTURING CENTER OF MASSACHUSETTS 200 BOWDION STREET DORCHESTER MA 02122 NOT RELATED PC CHARITABLE 25000 FREEDOM READS 2666 STATE STREET SUITE 5A HAMDEN CT 06517 NOT RELATED PC CHARITABLE 250000 GOUCHER COLLEGE 1021 DULANEY VALLEY ROAD BALTIMORE MD 21204 NOT RELATED PC CHARITABLE 105000 LOCAL INITIATIVES SUPPORT CORP 28 LIBERTY STREET 34TH FLOOR NEW YORK NY 10005 NOT RELATED PC CHARITABLE 150000 MASSACHUSETTS CLIMATE ACTION NETWORK 14 CUSHING AVENUE DORCHESTER MA 02125 NOT RELATED PC CHARITABLE 65000 PA ALLIANCE FOUNDATION 1528 WALNUT ST SUITE 808 PHILADELPHIA PA 19102 NOT RELATED PC CHARITABLE 436000 STEM CODING LAB 800 VINIAL ST STE A200 PITTSBURGH PA 15212 NOT RELATED PC CHARITABLE 75000 THE BOSTON FOUNDATION 75 ARLINGTON STREET 3RD FLOOR BOSTON MA 02116 NOT RELATED PC CHARITABLE 110000 YMCA OF GREATER PITTSBURGH 680 ANDERSON DR STE 400 PITTSBURGH PA 15220 NOT RELATED PC CHARITABLE 68000 YOUTH GUIDANCE 50 MILK ST 16TH FLOOR BOSTON MA 02109 NOT RELATED PC CHARITABLE 50000 ADVANCED ENERGY INSTITUTE 1801 PENNSYLVANIA AVE NW SUITE 410 WASHINGTON DC 20006 NOT RELATED PC CHARITABLE 61000 BLACK WOMEN BUILD BALTIMORE PO BOX 16564 BALTIMORE MD 21217 NOT RELATED PC CHARITABLE 50000 FUSION PARTNERSHIPS INC 1601 GUILFORD AVE 2 SOUTH BALTIMORE MD 21202 NOT RELATED PC CHARITABLE 75000 CARBON LEADERSHIP FORUM 607 CERRILLOS RD STE G SANTA FE NM 87505 NOT RELATED PC CHARITABLE 155000 SPOTLIGHT PA PO BOX 11728 HARRISBURG PA 171081728 NOT RELATED PC CHARITABLE 100000 WISCONSIN CENTER FOR INVESTIGATIVE JOURNALISM PO BOX 5079 MILWAUKEE MN 53205 NOT RELATED PC CHARITABLE 100000 MICHIGAN CIVIC EDUCATION FUND 28342 DARTMOUTH ST MADISON HEIGHTS MI 48071 NOT RELATED PC CHARITABLE 200000 MARYLAND LEAGUE OF CONSERVATION VOTERS EDUCATION FUND 30 WEST STREET SUITE C ANNAPOLIS MD 21401 NOT RELATED PC CHARITABLE 100000 TIDES FOUNDATION 1012 TORNEY AVENUE SAN FRANCISCO CA 941290907 NOT RELATED PC CHARITABLE 300000 ASIAN AMERICANS ADVANCING JUSTICE ATLANTA 5680 OAKBROOK PARKWAY SUITE 148 NORCROSS GA 30093 NOT RELATED PC CHARITABLE 135000 OUTLIER MEDIA DETRIOT 440 BURROUGHS ST DETRIOT MI 48202 NOT RELATED PC CHARITABLE 100000 NEW ENGLAND GRASSROOTS ENVIRONMENT FUND PO BOX 611 NEWMARKET NH 03857 NOT RELATED PC CHARITABLE 100000 AMERICAN FRIENDS OF THE PARENTS CIRCLE - FAMILIES FORUM 2248 BROADWAY 1531 NEW YORK NY 10024 NOT RELATED PC CHARITABLE 50000 FRIENDS OF JERUSALEM YOUTH CHORUS PO BOX 4818 WASHINGTON DC 20008 NOT RELATED PC CHARITABLE 50000 AMERICAN FRIENDS OF COMBATANTS FOR PEACE 48 WALL STREET SUITE 1100 NEW YORK NY 10005 NOT RELATED PC CHARITABLE 50000 ESPERANZA ACADEMY 198 GARDEN ST LAWRENCE MA 01840 NOT RELATED PC CHARITABLE 100000 NOTRE DAME EDUCATION CENTER - LAWRENCE 354 MERRIMACK ST 210 LAWRENCE MA 01843 NOT RELATED PC CHARITABLE 30000 YOUTH DEVELOPMENT ORGANIZATION 15 UNION ST STE 500 LAWRENCE MA 01840 NOT RELATED PC CHARITABLE 30000 3500000 0 14 309451 14 322 18 5408623 0 5718396 0 5718396 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 15000 0 15000 CHOATE - JCT FIXED INCOME 5638924 5638924 CHOATE - JCT - CASH RESERVE 3484478 3484478 FIDELITY #9512 - EQUITY 65148938 65148938 CHOATE - JCT 863517 863517 NEW ENTERPRISE ASSOCIATES 10 FMV 12871 12871 NEW ENTERPRISE ASSOCIATES 11 FMV 12273 12273 NORTH BRIDGE VENTURE PARTNERS 7 FMV 131945 131945 NORTH BRIDGE VENTURE PARTNERS IV-A FMV 7287 7287 NORTH BRIDGE VENTURE PARTNERS V-A FMV 23214 23214 NORTH BRIDGE VENTURE PARTNERS VI FMV 42481 42481 POLARIS VENTURE PARTNERS ENTREPRENEURS FUND IV FMV 1313 1313 POLARIS VENTURE PARTNERS ENTREPRENEURS FUND V FMV 162145 162145 VENROCK ASSOCIATES VI FMV 494757 494757 VENROCK ENTREPRENEURS FUND V FMV 23810 23810 PRESIDENT'S FUND II FMV 10530 10530 POSIT SCIENCE CORP FMV 38128 38128 POSIT SCIENCE CORP PREFERRED SERIES A FMV 2407 2407 K-1 DEDUCTIONS 4491 4491 0 FILING FEES 899 0 899 K-1 CHARITABLE CONTRIBUTIONS 1 0 1 TRUSTEE REIMBURSEMENTS 2732 0 2732 TRANSACTION COSTS 282 282 0 K-1 ORDINARY INCOME 322 322 322 UNREALIZED GAIN/LOSS 6756466 THE PHILANTHROPIC INITIATIVE 132220 0 132220 MANAGEMENT FEES - CHOATE 25829 25829 0 ACCOUNT FEES - CHOATE 15948 15948 0 FOREIGN TAX 11 11 0 ESTIMATED TAX PAYMENTS 70000 0 0 STATE TAX WITHHOLDINGS 19 19 0 2023 EXTENSION PAYMENTS 5000 0 0