2026-05-12T08:22:58-05:00 2025-12-31 464122151 SCHOFER DILLBERG & COMPANY INC 190 N MAIN STREET THIRD FLOOR NATICK MA 01760 990PF 2025-01-01 612055147 ALAN J SCHOTTENSTEIN FOUNDATION ALAN 4159710146 80 BERKELEY ST NEWTON MA 02465 TAMARA SHEPARD DIRECTOR 4159710146 2026-05-11 1 NICOLE DILLBERG P01356890 5085458405 2025 2025-03-06 01:10:19Z X 3027908 X X 66 66 95138 95138 52171 625817 52171 147375 147375 0 0 0 3100 0 3100 18095 18095 0 2272 1076 0 125 0 125 23592 19171 3225 132300 132300 155892 19171 135525 -8517 128204 264044 209995 209995 1105314 1150846 1485270 1169729 1169729 1209529 50580 50580 123114 2589667 2581150 3027908 0 0 X 0 0 0 0 2589667 2581150 2589667 2581150 2589667 2581150 2589667 -8517 0 2581150 0 2581150 ROCKEFELLER CAPITAL MANAGEMENT #5822 P 2025-01-01 2025-12-31 247527 239253 8274 8274 ROCKEFELLER CAPITAL MANAGEMENT #5822 P 2024-01-01 2025-12-31 375973 334393 41580 41580 CAPITAL GAINS DIVIDENDS P 2317 2317 2317 52171 1782 0 1782 0 1782 1080 0 0 0 1080 0 702 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A TAMARA SHEPARD 4159710146 80 BERKELEY STREET NEWTON MA 02465 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DONALD W ANDERSON 80 BERKELEY ST NEWTON MA 02465 DIRECTOR 0.10 0 0 0 LOIS E SCOTTENSTEIN 80 BERKELEY ST NEWTON MA 02465 DIRECTOR 1.00 0 0 0 TAMARA SHEPARD 80 BERKELEY ST NEWTON MA 02465 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 2657877 273064 0 2930941 0 0 2930941 43964 2886977 144349 144349 1782 1782 142567 0 142567 0 142567 135525 0 135525 142567 132268 0 0 135525 132268 0 0 3257 0 0 0 0 0 0 0 0 139310 0 0 0 X ALL FAITH FOOD BANK INC 8171 BLAIKIE CT SARASOTA FL 34240 NONE PC GENERAL 5000 BETH ISRAEL LAHEY HEALTH INC 20 UNIVERSITY ROAD NO 700 CAMBRIDGE MA 02138 NONE PC GENERAL 17300 CHILDREN FIRST INC 1723 NORTH ORANGE AVE SARASOTA FL 34234 NONE PC GENERAL 5000 ETINAN CHILDRENS SCHOLARSHIP EDUCATION FOUNDATION 28 RESTARICK AVE RANDOLPH MA 02368 NONE PC GENERAL 25000 FLORIDA STUDIO THEATRE 1241 N PALM AVE SARASOTA FL 34236 NONE PC GENERAL 10000 RINGLING COLLEGE OF ART AND DESIGN 2700 NORTH TAMIAMI TRAIL SARASOTA FL 34234 NONE PC GENERAL 10000 SARASOTA ORCHESTRA 709 N TAMIAMI TRAIL SARASOTA FL 34236 NONE PC GENERAL 15000 SENIOR FRIENDSHIP CENTERS INC 1888 BROTHER GEENEN WAY SARASOTA FL 34236 NONE PC GENERAL 10000 TWLOHA INC PO BOX 2203 MELBOURNE FL 32902 NONE PC GENERAL 10000 WILY NETWORK 189 WELLS AVENUE 301 NEWTON MA 02459 NONE PC GENERAL 25000 132300 0 14 66 14 95138 18 52171 0 147375 0 147375 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3100 0 3100 ROCKEFELLER CAPITAL MANAGEMENT #5822 - FIXED INCOME 1169729 1209529 ROCKEFELLER CAPITAL MANAGEMENT #5822 - EQUITIES 1150846 1485270 ROCKEFELLER CAPITAL MANAGEMENT #5822 - OTHER AT COST 50580 123114 FILING FEES 125 0 125 INVESTMENT ACCOUNT FEES 18095 18095 0 FOREIGN TAX EXPENSE 1076 1076 0 FEDERAL EXCISE TAX 1196 0 0