2025-11-14T18:52:56-06:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 150 PRESIDENTIAL WAY SUITE 510 WOBURN MA 01801 990PF 2024-01-01 046904949 LINDE FAMILY FOUNDATION C/O ERIC RIAK - CIBC PRIVATE WEALTH MGMT LIND 6179275700 100 FEDERAL STREET BOSTON MA 021101802 KAREN LINDE PACKMAN TRUSTEE 6179275700 2025-11-13 1 1 SARAH A GUILMETTE P00849673 7819375300 2025-11-13 2024 2025-03-06 01:10:19Z X 214851922 X 50000000 2807614 2807614 1767566 1767566 17087683 17181845 17087683 217141 217141 71880004 21880004 0 0 0 35188 17594 17594 1078813 328813 750000 385612 385612 0 309601 22601 0 538388 538388 0 2347602 1293008 767594 16782495 16782495 19130097 1293008 17550089 52749907 20586996 5790507 37168114 37168114 9664419 10348076 10348076 124701127 145198093 145198093 7271145 6567475 6567475 12077962 15570164 15570164 159505160 214851922 214851922 0 0 X 159505160 214851922 159505160 214851922 159505160 214851922 159505160 52749907 2596855 214851922 0 214851922 LONG-TERM GAIN FROM CIBC P 12660447 12660447 12660447 SHORT-TERM GAIN FROM CIBC P 289736 289736 289736 SHORT-TERM GAIN FROM ATLAS POINT GLOBAL MULTI-STRATEGY FUND, LLC P 54992 54992 54992 LONG-TERM GAIN FROM ATLAS POINT GLOBAL MULTI-STRATEGY FUND, LLC P 25171 25171 25171 LONG-TERM GAIN FROM ATLAS POINT GLOBAL MULTI-STRATEGY FUND, LLC P 4112 4112 4112 LONG-TERM LOSS PINE BROOK CAPITAL PARTNERS II CAYMAN AV LP P 22584 -22584 -22584 SHORT-TERM GAIN SUN CAPITAL PARTNERS V LP P 1 -1 -1 LONG-TERM GAIN SUN CAPITAL PARTNERS V LP P 367 367 367 LONG-TERM LOSS GREYCROFT GROWTH III, LP P 26755 -26755 -26755 LONG-TERM LOSS PROVIDENCE STRATEGIC GROWTH IV-A LP P 2949 -2949 -2949 LONG-TERM GAIN HEADLINE US VI, LP F/K/A E. 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SERVICES 328813 POLEN CAPITAL 500 BOYLSTON ST SUITE 1100 BOSTON MA 02116 ADVISOR SERVICES 161217 0 0 203511825 2524078 0 206035903 0 0 206035903 3090539 202945364 10147268 10147268 286159 286159 9861109 0 9861109 0 9861109 17550089 0 17550089 9861109 0 0 373069 2524823 249234 2553755 5700881 17550089 0 0 0 9861109 7688980 0 0 13389861 0 0 0 0 0 0 373069 13016792 2524823 249234 2553755 7688980 JOYCE LINDE MOTT PHILANTHROPIC PRUDENTIAL TOWER 800 BOYLSTON STREET SUITE 1560 BOSTON MA 02199 6179275700 N/A N/A N/A 18 DEGREES 480 WEST ST PITTSFIELD MA 01201 N/A PC OPERATING SUPPORT 10000 A BETTER CITY INITIATIVE INC 14 BEACON ST 402 BOSTON MA 02108 N/A PC EQUITABLE WORKFORCE DEVELOPMENT OPPORTUNITIES IN BUILDING OPERATIONS 100000 ACRE FAMILY DAY CARE CORPORATION 55 MIDDLE STREET SUITE 500 LOWELL MA 01852 N/A PC OPERATING SUPPORT 25000 ACTION FOR BOSTON COMMUNITY DEVELOPMENT INC 178 TREMONT STREET BOSTON MA 02111 N/A PC HOUSING PROGRAMS 20000 ALZHEIMER'S ASSOCIATION MASSACHUSETTS CHAPTER 225 N MICHIGAN AVENUE 17TH FLOOR CHICAGO IL 60601 N/A PC OPERATING SUPPORT 5000 ALZHEIMER'S DISEASE AND RELATED DISEASES ASSOCIATION NATIONAL 225 N MICHIGAN AVENUE STE 17 CHICAGO IL 60601 N/A PC OPERATING SUPPORT 5000 ARTISTS FOR HUMANITY INC EPICENTER / 100 WEST SECOND STREET BOSTON MA 02127 N/A PC GENERAL OPERATIONS & FOUNDATION TRAINING STUDIO 99347 ASIAN SISTERS PARTICIPATING IN REACHING EXCELLENCE PO BOX 51037 BOSTON MA 02205 N/A PC GENERAL OPERATIONS 1000 BALLET THEATRE OF BOSTON DBA JOSE MATEO'S BALLET THEATRE 400 HARVARD STREET CAMBRIDGE MA 02138 N/A PC GENERAL OPERATIONS & DEVELOPMENT CAPACITY-BUILDING 200000 BAY COVE HUMAN SERVICES 66 CANAL STREET BOSTON MA 02114 N/A PC OPERATING SUPPORT 30000 BERKSHIRE SOUTH REGIONAL COMMUNITY CENTER 15 CRISSEY ROAD GREAT BARRINGTON MA 01230 N/A PC OPERATING SUPPORT 5000 BETH ISRAEL DEACONESS MEDICAL CENTER 330 BROOKLINE AVENUE BOSTON MA 02215 N/A PC LINDE FAMILY PRIMARY CARE LEADERSHIP INSTITUTE AND EXPANDING HYPERTENSION CARE 2700000 BOSTON ARTS ACADEMY FOUNDATION 2 CHARLESGATE W 5TH FLOOR BOSTON MA 02215 N/A PC MULTIMEDIA & ENTERTAINMENT PRODUCTION CTE PROGRAM 100000 BOSTON CITY SINGERS INC 17 WALDECK STREET DORCHESTER MA 02124 N/A PC GENERAL OPERATIONS/REBUILDING BOSTON CITY SINGERS' MEMBERSHIP 185000 BOSTON COLLEGIATE CHARTER SCHOOL FOUNDATION INC 215 SYDNEY STREET DORCHESTER MA 02125 N/A PC GENERAL OPERATIONS/INCREASING OPPORTUNITIES FOR MUSIC EDUCATION AT BOSTON COLLEGIATE 185000 BOSTON MEDICAL CENTER CORPORATION ONE BOSTON MEDICAL CENTER PLACE BOSTON MA 02218 N/A PC FOOD PANTRY 30000 BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVENUE BOSTON MA 02115 N/A PC SUPPORT FOR TANGLEWOOD LEARNING CENTER'S NON-ORCHESTRAL COMMUNITY PROGRAMING 100000 BOSTON YOUTH SYMPHONY ORCHESTRA INC 855 COMMONWEALTH AVENUE BOSTON MA 02215 N/A PC GENERAL OPERATIONS, INTENSIVE COMMUNITY PROGRAM FACULTY SALARIES, AND CREATING THE BYSO YOUTH CENTER FOR MUSIC 1200000 BOSTONS CHILDRENS CHORUS INC 20 OLD COLONY AVENUE 2ND FLOOR BOSTON MA 02127 N/A PC GENERAL OPERATIONS/STAFFING DIRECTOR OF GOOD TROUBLE POSITION 125000 BOYS AND GIRLS CLUBS OF BOSTON INC 200 HIGH STREET 3RD FLOOR BOSTON MA 02110 N/A PC OPERATING SUPPORT 20000 BPE 67 KEMBLE STREET SUITE 25 ROXBURY MA 02119 N/A PC BUILDING A PIPELINE OF STEM STUDENTS, EDUCATORS, AND PROFESSIONALS AT THE DEARBORN STEM ACADEMY 100000 BRIDGE OVER TROUBLED WATERS 47 WEST STREET BOSTON MA 02111 N/A PC OPERATING SUPPORT 25000 BRIGHTER BOSTON INC 175 WILLIAM F MCCLELLAN HWY BOSTON MA 02128 N/A PC GENERAL OPERATIONS 40000 BROOKLINE COMMUNITY MENTAL HEALTH CENTER INC 41 GARRISON RD BROOKLINE MA 02445 N/A PC BRIDGE FOR RESILIENT YOUTH IN TRANSITION 20000 BROWNING THE GREEN SPACE INC 50 MILK STREET 15TH FLOOR BOSTON MA 02109 N/A PC BGS CLEAN ENERGY CAREER DEVELOPMENT PROGRAM 104000 BUILDING PATHWAYS INC 1705 COLUMBUS AVE ROXBURY MA 02119 N/A PC BUILDING PATHWAYS PRE-APPRENTICESHIP PROGRAM 100000 BUNKER HILL COMMUNITY COLLEGE FOUNDATION INC 250 RUTHERFORD AVE CHARLESTOWN MA 021292925 N/A PC ENROLLING AND RETAINING MORE NURSING STUDENTS: A DUAL PILOT PROGRAM 80000 CAMBRIDGE REPRODUCTIVE HEALTH CONSULTANTS THE MAP 2067 MASSACHUSETTS AVE CAMBRIDGE MA 02140 N/A PC THE MASSACHUSETTS MEDICATION ABORTION ACCESS PROJECT (THE MAP) 100000 CAMP HARBOR VIEW FOUNDATION INC 79 NEWBURY STREET BOSTON MA 02116 N/A PC OPERATING SUPPORT 25000 CENTER FOR SOUTHWEST CULTURE 505 MARQUETTE AVE NW 1610 ALBUQUERQUE NM 87102 N/A PC VALLEY ABORTION PROJECT 50000 CHILDREN'S HOSPITAL CORPORATION 300 LONGWOOD AVE BOSTON MA 02115 N/A PC MULTIDISCIPLINARY CURRICULUM AND TRAINING FOR IDENTIFICATION AND RESPONSE TO CHILD MALTREATMENT AND EXPLOITATION 40000 CITIZENS HOUSING & PLANNING ASSOCIATION INC ONE BEACON STREET 5TH FLOOR BOSTON MA 02108 N/A PC OPERATING SUPPORT 20000 COLE RESOURCE CENTER INC PO BOX 79226 WAVERLEY MA 02479 N/A PC OPERATING SUPPORT 10000 COMMUNITY MUSIC CENTER OF BOSTON PO BOX 171737 BOSTON MA 02117 N/A PC GENERAL OPERATIONS/TO REFINE, STANDARDIZE, AND CONTINUE TO EXPAND YOUTH ARTS EMPLOYMENT AT CMCB 195000 COMMUNITY SERVINGS 179 AMORY STREET JAMAICA PLAIN MA 02130 N/A PC OPERATING SUPPORT 30000 COMPANY ONE INC 539 TREMONT ST BOSTON MA 02116 N/A PC GENERAL OPERATIONS 50000 DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON MA 02215 N/A PC CENTER FOR THERAPEUTIC DISCOVERY 2000000 DISMAS HOUSE OF MASSACHUSETTS INC PO BOX 30125 C/O DAVID MCMAHON WORCESTER MA 01603 N/A PC GENERAL OPERATIONS 14000 EDVESTORS INC 140 CLARENDON STREET SUITE 401 BOSTON MA 02131 N/A PC BOSTON PUBLIC SCHOOLS ARTS EXPANSION 200000 ELIOT COMMUNITY HUMAN SERVICES INC 125 HARTWELL AVENUE LEXINGTON MA 02421 N/A PC OPERATING SUPPORT 20000 ENGLISH FOR NEW BOSTONIANS INC 105 CHAUNCY STREET 4TH FLOOR BOSTON MA 02111 N/A PC OPERATING SUPPORT 20000 FACING HISTORY AND OURSELVES NATIONAL FOUNDATION INC 89 SOUTH STREET SUITE 401 BOSTON MA 02111 N/A PC OPERATING SUPPORT 20000 FRIENDS OF BOSTON'S HOMELESS 12 WISE STREET BOSTON MA 02130 N/A PC OPERATING SUPPORT 25000 GRANTMAKERS IN THE ARTS 604 WEST GALER STREET SEATTLE WA 981193253 N/A PC 2025 MEMBERSHIP DUES/2025 ADDITIONAL DONATION 3500 GRUB STREET INC P O BOX 418 ARLINGTON MA 02476 N/A PC GENERAL OPERATIONS/BUILDING THE GRUBSTREET WORKPLACE WRITING PROGRAM 100000 HACKDIVERSITY INC 50 MILK ST FLOOR 16 BOSTON MA 02109 N/A PC BREAKING DOWN BARRIERS FOR BLACK AND LATINX PROFESSIONALS IN TECH 100000 HEADING HOME 186 MASSACHUSETTS AVENUE BOSTON MA 02115 N/A PC OPERATING SUPPORT 20000 HEALTH REASOURCES IN ACTION 2 BOYLSTON ST 4TH FLOOR BOSTON MA 02116 N/A PC CREATIVE YOUTH DEVELOPMENT FELLOWSHIP 51000 HOMESTART INC 105 CHAUNCY STREET SUITE 502 BOSTON MA 02111 N/A PC OPERATING SUPPORT 20000 HOPEWELL FUND 1828 L STREET NW WASHINGTON DC 20036 N/A PC ACCESS FUND & ACCESS, QUALITY & SUSTAINABILITY FUND 350000 HORIZONS FOR HOMELESS CHILDREN 1785 COLUMBUS AVENUE ROXBURY MA 02119 N/A PC OPERATING SUPPORT 10000 HYDE SQUARE TASK FORCE INC 30 SUNNYSIDE STREET JAMAICA PLAIN MA 02130 N/A PC GENERAL OPERATIONS/PHASE THREE DATABASE BUILD-OUT 90000 IMMIGRANT FAMILY SERVICES INSTITUTE INC 1626 BLUE HILL AVE MATTAPAN MA 02126 N/A PC GENERAL OPERATIONS/OPERATING SUPPORT 70000 INNOVATORS FOR PURPOSE 825 MAIN STREET ACTON MA 01720 N/A PC IFP 2.0, THE NEXT DECADE 100000 LOVIN SPOONFULS INC 189 WELLS AVE SUITE 100 NEWTON MA 02459 N/A PC OPERATING SUPPORT 20000 MABEL CENTER FOR IMMIGRANT JUSTICE CORP 200 PORTLAND STREET 5TH FLOOR BOSTON MA 02114 N/A PC OPERATING SUPPORT 20000 MAKING MUSIC MATTERS 86 TYNDALE ST ROSLINDALE MA 02131 N/A PC GENERAL OPERATIONS 75000 MASSACHUSETTS AFFORDABLE HOUSING ALLIANCE INC 1803 DORCHESTER AVENUE DORCHESTER MA 02124 N/A PC OPERATING SUPPORT 20000 MASSACHUSETTS IMMIGRANT AND REFUGEE ADVOCACY COALITION INC 105 CHAUNCY STREET SUITE 901 BOSTON MA 02111 N/A PC OPERATING SUPPORT 20000 MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVENUE BLDG E-17 ROOM 139 CAMBRIDGE MA 021394307 N/A PC MIT INTRODUCTION TO TECHNOLOGY, ENGINEERING, AND SCIENCE (MITES) 175000 MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN 125 HARTWELL AVENUE LEXINGTON MA 02421 N/A PC OPERATING SUPPORT 10000 MEMPHIS CENTER FOR REPRODUCTIVE HEALTH INC 1203 POPLAR AVE MEMPHIS TN 38104 N/A PC CHOICES CENTER FOR REPRODUCTIVE HEALTH 50000 METROPOLITAN BOSTON HOUSING PARTNERSHIP INC 1411 TREMONT STREET BOSTON MA 02120 N/A PC OPERATING SUPPORT 20000 MUSEUM OF SCIENCE 1 SCIENCE PARK BOSTON MA 02114 N/A PC CREATING A STEM PATHWAY FOR BPS STUDENTS THROUGH CROSS-CURRICULAR IMPLEMENTATION 85220 NATIONAL ABORTION FEDERATION HOTLINE FUND 1090 VERMONT AVE NW SUITE 1000 WASHINGTON DC 20005 N/A PC DR. TILLER PATIENT ASSISTANCE FUND 250000 NATIONAL COUNCIL OF JEWISH WOMEN ST LOUIS HOPE CLINIC FUND 2055 L ST NW SUITE 650 WASHINGTON DC 20036 N/A PC HOPE CLINIC FUND 50000 NATIONAL NETWORK OF ABORTION FUNDS ACCESS REPRODUCTIVE CARE-SOUTHEAST PO BOX 570132 ATLANTA GA 30357 N/A PC GENERAL OPERATIONS SUPPORT 50000 NOW AND THERE 186 SOUTH ST STE 302 BOSTON MA 02111 N/A PC THE BOSTON PUBLIC ART TRIENNIAL 2025 500000 ORIGINATION PO BOX 191878 ROXBURY MA 02119 N/A PC GENERAL OPERATIONS/DEVELOPMENT STRATEGIC PLANNING AND EXECUTION INITIATIVE 69380 PARTAKERS 230 CENTRAL STREET AUBURNDALE MA 02466 N/A PC GENERAL OPERATIONS 6000 PER SCHOLAS INC 804 E 138TH STREET 2 BRONX NY 10454 N/A PC IT JOB SKILLS TRAINING & INNOVATION PILOT 100000 PHILANTHROPY MA THE SUMMER FUND 133 FEDERAL STREET SUITE 802 BOSTON MA 02110 N/A PC OPERATING SUPPORT 15000 PHILANTHROPY MA BOSTON EDUCATION FUNDERS GROUP 77 SUMMER ST SUITE 800 BOSTON MA 021101006 N/A PC BEF 2024 MEMBERSHIP 3000 PHILANTHROPY MASSACHUSETTS 133 FEDERAL STREET SUITE 802 BOSTON MA 02110 N/A PC 2024 MEMBERSHIP DUES/MASS ARTS FUNDER SUPPORT 15000 PLANNED PARENTHOOD FEDERATION OF AMERICA INC-C3 123 WILLIAM ST NEW YORK NY 10038 N/A PC THE RESOLUTE CAMPAIGN: THE FIGHT FOR ABORTION EQUITY 200000 PROJECT BREAD - THE WALK FOR HUNGER 145 BORDER STREET BOSTON MA 02128 N/A PC OPERATING SUPPORT 10000 PROJECT STEP INC 301 MASSACHUSETTS AVENUE SYMPHONY HALL BOSTON MA 02115 N/A PC OPERATING SUPPORT 10000 QUEST SCHOLARS PROGRAM PO BOX 51847 PALO ALTO CA 94303 N/A PC OPERATING SUPPORT 25000 RENNIE CENTER FOR EDUCATION RESEARCH & POLICY INC 45 TEMPLE PLACE BOSTON MA 02111 N/A PC STEM CAREER R&D LABS: EXPANDING WORK-BASED LEARNING OPPORTUNITIES IN MASSACHUSETTS HIGH SCHOOLS 50000 RESILIENT CODERS INC 1 BROADWAY 3RD FLOOR CAMBRIDGE MA 02142 N/A PC RESILIENT CODERS BOSTON BOOTCAMP 100000 RIAN IMMIGRANT CENTER INC 1 STATE STREET 8TH FLOOR BOSTON MA 01915 N/A PC OPERATING SUPPORT 20000 RICHMOND LAND TRUST POST OFFICE BOX 21 RICHMOND MA 01254 N/A PC OPERATING SUPPORT 5000 RIZE MASSACHUSETTS FOUNDATION INC 101 HUNTINGTON AVENUE SUITE 1300 MS 0116 BOSTON MA 02199 N/A PC OPERATING SUPPORT 25000 ROXBURY WESTON PROGRAMS PO BOX 241 WESTON MA 02493 N/A PC OPERATING SUPPORT 10000 SANDY HOOK PROMISE FOUNDATION PO BOX 3489 NEWTOWN CT 06470 N/A PC OPERATING SUPPORT 10000 SCIENCE CLUB FOR GIRLS INC 136 MAGAZINE STREET 2 CAMBRIDGE MA 02139 N/A PC GENERAL OPERATIONS 20000 SEVEN HILLS FOUNDATION INC 81 HOPE AVE WORCESTER MA 01603 N/A PC GENERAL OPERATIONS 40000 SMU DATAARTS 6425 BOAZ LANE DALLAS TX 75205 N/A PC 2025 DONATION 5000 SOCIEDAD LATINA INC 1530 TREMONT STREET ROXBURY MA 02121 N/A PC GENERAL OPERATIONS/MARKETING ASSOCIATE STAFFER 215000 SPOKE ART INC 844 SUMMER ST SOUTH BOSTON MA 02127 N/A PC GENERAL OPERATIONS AND DEVELOPMENT STAFFING 90000 THE BOSTON FOUNDATION 75 ARLINGTON STREET 3RD FLOOR BOSTON MA 02116 N/A PC CIVIC LEADERSHIP APPEAL 2000 THE BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC 780 ALBANY STREET BOSTON MA 02118 N/A PC OPERATING SUPPORT 20000 THE FOOD BANK OF WESTERN MASSACHUSETTS 97 NORTH HATFIELD ROAD PO BOX 160 HATFIELD MA 01038 N/A PC OPERATING SUPPORT 25000 THE FOOD PROJECT 10 LEWIS STREE LINCOLN MA 01773 N/A PC OPERATING SUPPORT 15000 THE GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON MA 02118 N/A PC OPERATING SUPPORT 50000 THE LAVENDER FUND 1120 19TH ST NW STE 820 WASHINGTON DC 20036 N/A PC SUPPORTING ABORTION ACCESS AT DUPONT CLINIC 50000 THEATER OFFENSIVE INC PO BOX 171731 BOSTON MA 02117 N/A PC GENERAL OPERATIONS/MAXIMIZING TTO'S CULTURAL IMPACT 135000 TRANSFORMATIVE CULTURE PROJECT INC 200 HARRISON AVE 262 BOSTON MA 02118 N/A PC GENERAL OPERATIONS 30000 TRUSTEES OF BOSTON COLLEGE 140 COMMONWEATLH AVENUE CHESTNUT HILL MA 024673961 N/A PC ENABLING OPPORTUNITY OVER TIME: RE-ENGAGING YOUTH WITH STEM VIA COMMUNITY AND FAMILY ENGAGMENT 100000 TRUSTEES OF ELIOT SCHOOL 24 ELIOT STREET PO BOX 300351 BOSTON MA 02130 N/A PC GENERAL OPERATIONS 150000 TRUSTEES OF TUFTS COLLEGE 163 PACKARD AVE BARNUM HALL TUFTS UNIVERSITY MEDFORD MA 02155 N/A PC TUFTS UNIVERSITY PRISON INITIATIVE OF TISCH COLLEGE (TUPIT) 25000 TSNE MISSIONWORKS 89 SOUTH STREET SUITE 700 BOSTON MA 021112670 N/A PC COMMUNITY BOAT BUILDING 20000 UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY PO BOX 412866 BOSTON MA 022412866 N/A PC NEW WAY FORWARD - BOSTON PARTNERS IN THE ECONOMIC INCLUSION AND WEALTH BUILDING 75000 UNIVERSITY OF MASSACHUSETTS FOUNDATION INC 100 CARLSON AVE BUILDING 12 NEWTON MA 02459 N/A PC NURSES CONNECT - A PEER MENTORING PROGRAM TO ENHANCE NURSING STUDENT SUCCESS 100000 URBAN FOOD INITIATIVE DBA DAILY TABLE 450 WASHINGTON STREET DORCHESTER MA 02124 N/A PC OPERATING SUPPORT 20000 URBANO PROJECT INC 119 ANTRIM STREET 1 CAMBRIDGE MA 02139 N/A PC GENERAL OPERATIONS/INCREASE STAFF CAPACITY 100000 UTEC INC PO BOX 7066 LOWELL MA 01852 N/A PC OPERATING SUPPORT 20000 WALTHAM BOYS AND GIRLS CLUB INC 20 EXCHANGE ST WALTHAM MA 02451 N/A PC OPERATING SUPPORT 10000 WESLEYAN UNIVERSITY 219 MAIN STREET MIDDLETOWN CT 064573440 N/A PC UNDERGRADUATE FINANCIAL AID ENDOWMENT FUND, FACILITIES FUND & CENTER FOR PRISON EDUCATION 1025000 WEST END HOUSE INC 105 ALLSTON STREET ALLSTON MA 02134 N/A PC GENERAL OPERATIONS 200000 YEAR UP 45 MILK ST BOSTON MA 02109 N/A PC OPERATING SUPPORT 10000 YOUNG WOMENS CHRISTIAN ASSOCIATION OF BOSTON INC 54 WASHINGTON ST MALDEN MA 02148 N/A PC FYRE INITIATIVE 19000 MASSCREATIVE INC 15 CHANNEL CENTER ST UNIT 103 BOSTON MA 02210 N/A PC 2025 MEMBERSHIP/2025 ADDITIONAL DONATION 5000 HEALTHY WALTHAM INC 510 MOODY ST WALTHAM MA 02453 N/A PC OPERATING SUPPORT 10000 MUSEUM OF FINE ARTS BOSTON 465 HUNTINGTON AVE BOSTON MA 02115 N/A PC COMMUNITY ARTS INITIATIVE (CAI)/TABLE OF VOICES (TOV)/STEAM TEAM 2830048 16782495 0 14 2807614 14 1767566 211100 84 14 217057 211100 4740 18 17082943 4824 21875180 0 21880004 0 0 0 0 0 0 0 0 0 0 X X 1 JOYCE G LINDE GS ONE POST OFFICE SQ FL 25 BOSTON MA 02109 50000000 X PKFOD ACCOUNTANT FEES 35188 17594 17594 CORPORATE BONDS 6567475 6567475 CORPORATE STOCK 145198093 145198093 10348076 10348076 0 0 PARTNERSHIP INVESTMENTS FMV 15570164 15570164 PORTFOLIO DEDUCTIONS FROM PASSTHROUGH ENTITIES 536617 536617 0 ORDINARY LOSSES FROM PINE BROOK CAPITAL PARTNERS II, LP 1769 1769 0 ORDINARY LOSSES FROM PSG V-A AIV, LP 2 2 0 FROM ATLAS POINT GLOBAL MULTI-STRATEGY FUND LLC 216715 216715 216715 ACCOMPLICE FUND IV, LP 430 430 430 PINE BROOK CAPITAL PARTNERS II, LP -2 -2 -2 NEW ENTERPRISE ASSOCIATES 18, LP -2 -2 -2 CHANGE IN UNREALIZED GAIN/(LOSS) FROM INVESTMENTS 2596855 INVESTMENT FEES 328813 328813 0 MOTT PHILANTHROPIC 750000 0 750000 FEDERAL EXCISE TAXES 287000 0 0 FOREIGN TAXES 18101 18101 0 STATE TAXES 4500 4500 0