2025-09-08T19:00:40-04:00 2024-12-31 ERNST & YOUNG US LLP 99 WOOD AVENUE SOUTH ISELIN NJ 08830 990PF 2024-01-01 456671361 Pannell Family Foundation % WESLEY KARGER PANN 6177204500 C/O Twinfocus 75 Park Plaza BOSTON MA 02116 Wes PANNELL Trustee 2127333000 2025-09-08 true true Michael Sales P01770943 7325164200 2025-08-26 2024 2025-03-06 01:10:19Z X 10946707 X 306680 149 149 333455 333455 387953 3739357 387953 150 1028387 721557 108000 108000 9090 9090 3900 1950 0 1950 51100 51100 24845 2851 1434 1434 198369 55901 0 120474 984250 984250 1182619 55901 0 1104724 -154232 665656 0 1131743 954282 954282 3072660 3388230 3388230 6627225 6604195 6604195 10831628 10946707 10946707 0 0 X 10831628 10946707 10831628 10946707 10831628 10946707 10831628 -154232 269311 10946707 10946707 PUBLICLY TRADED SECURITIES 3421678 3351404 70274 70274 CAPITAL GAIN DIVIDENDS P 317679 387953 9253 9253 9253 11400 0 11400 2147 2147 false false false false false false false true true MA true false false false true true 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 true false true 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 51100 NONE 10239872 806780 0 11046652 0 11046652 165700 10880952 544048 544048 9253 9253 534795 534795 534795 1104724 0 0 0 0 1104724 534795 0 2022 2021 2020 0 64773 64773 1104724 0 534795 569929 634702 0 0 634702 0 64773 569929 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 33750 Society for the Preservation of New England Antiqu 141 Cambridge Street Boston MA 02114 N/A PC To support the mission of the organization 6000 Vanguard Charitable PO Box 9509 Warwick RI 028899509 N/A PC To support the mission of the organization 300000 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 30000 Association for Autism and Neurodiversity Inc 85 Main Street Suite 3 Watertown MA 02472 N/A PC To support the mission of the organization 35000 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 27500 Winsor School Inc 103 PILGRIM RD BOSTON MA 022154142 N/A PC To support the mission of the organization 20000 Foundation to Combat Anti-Semitism Inc 1 PATRIOT PL FOXBOROUGH MA 020351374 N/A POF To support the mission of the organization 100000 Raw Art Works Inc 37 Central Square Lynn MA 01901 N/A PC To support the mission of the organization 25000 Boston Symphony Orchestra Inc 301 Massachusetts Avenue Boston MA 02115 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 7000 Pizza to the Polls 225 NE WYGANT ST PORTLAND OR 972113279 N/A PC To support the mission of the organization 5000 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 Friends of the Forum 33541 SEA GULL CT DANA POINT CA 926291829 N/A PC To support the mission of the organization 30000 Steppingstone Foundation One Appleton Street BOSTON MA 02116 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 984250 14 149 14 333455 18 387953 EXCISE TAX REFUND 01 150 721707 721707 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 TAX PREPARATION FEES 3900 1950 1950 CHARLES SCHWAB PROVIDES INVESTMENT MANAGEMENT SERVICES DODGE & COX INCOME I 532164 532164 DOUBLELINE TOTAL RETURN BOND I 536748 536748 VANGUARD EMERGING MARKET 434974 434974 VANGUARD HIGH-YIELD CORP 0 0 VANGUARD ULTRA-SHORT-TER 448673 448673 ARTISAN HIGH INC INSTITUTIONAL 564067 564067 RIVER CANYON TOTAL RETURN BOND 871604 871604 SELECT SECTOR UTI SELECT 0 0 BROWN CAPITAL MGMT INTL 0 0 EATON VANCE ATLANTA CAP I 1322902 1322902 FIDELITY CONTRAFUND 1157145 1157145 HARTFORD CAP APPRECIATION I 525646 525646 HARTFORD INTERNATIONAL V 508615 508615 OAKMARK INTERN INVESTOR 0 0 VANGUARD DIVIDEND GROWTH 1859987 1859987 ISHARES CORE MSCI EAFE 1229900 1229900 PAYROLL PROCESSING FEES 538 538 MA FILING FEE 500 500 WEBSITE EXPENSES 264 264 BANK CHARGES 132 132 Excise Tax Refund 150 UNREALIZED GAINS ON INVESTMENTS 269311 INVESTMENT MANAGEMENT FEES 51100 51100 EXCISE TAXES PAID 21994 FOREIGN TAXES PAID 2851 2851