CASEY & FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
CASEY & FAMILY FOUNDATION (EIN 27-6364101)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-11
IRS object ID
202631319349100533
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-11T07:24:47-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042689883PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WOLF & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1255 STATE STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276364101EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CASEY & FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O THE PHILANTHROPIC INITIATIVEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCASEBusinessNameControlTxt
Phone6173382590PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line175 ARLINGTON STREET SUITE 710AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID MARBLEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6173382590PhoneNum
Signature2026-04-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA A EXTANCE CPAPreparerPersonNm
PTINP01278902PTIN
Phone6174399700PhoneNum
Preparation2026-04-29PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$27,994,443FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,270,366ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,153,029InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,153,029InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$77,498DividendsRevAndExpnssAmt
Dividends Net Invst Incm$77,498DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,790,541NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$60,420,410GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,790,541CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$367OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$367OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$36,291,801TotalRevAndExpnssAmt
Total Net Invst Incm$11,021,435TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,200AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$115,811OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$33,450OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$82,361OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$209,072TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,783OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$320OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,463OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$334,866TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$33,770TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$92,024TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,869,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,869,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,203,866TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$33,770TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,961,024TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$23,087,935ExcessRevenueOverExpensesAmt
Net Investment Income$10,987,665NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$27,694,443CashEOYAmt
Cash EOYFMV$27,694,443CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,089,664SavAndTempCashInvstBOYAmt
Corporate Stock BOY$6,810,113CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Other Investments BOY$4,678,807OtherInvestmentsBOYAmt
Other Investments EOY$300,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$300,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$15,578,584TotalAssetsBOYAmt
Total Assets EOY$27,994,443TotalAssetsEOYAmt
Total Assets EOYFMV$27,994,443TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$15,578,584RetainedEarningBOYAmt
Retained Earning EOY$27,994,443RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$15,578,584TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$27,994,443TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,578,584TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$27,994,443TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,578,584TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$23,087,935ExcessRevenueOverExpensesAmt
Other Increases$13,103OtherIncreasesAmt
Subtotal$38,679,622SubtotalAmt
Other Decreases$10,685,179OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$27,994,443TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
RBC #6599P$35,198,653$36,044,683-$846,030-$846,030
RBC #6599P$23,231,931$13,849,713$9,382,218$9,382,218
RBC #6599P$1,989,826$735,473$1,254,353$1,254,353
FieldValueIRS element (for citing)
Capital Gain Net Income$9,790,541CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$152,729InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$152,729SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$152,729TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$155,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$155,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$2,271OverpaymentAmt
Applied To ES Tax$2,271AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE PHILANTHROPIC INITIATIVEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6173382590PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line175 ARLINGTON STREET SUITE 710AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID C MARBLE
PO BOX 448LEXINGTONMA02420TRUSTEE1.00$0$0$0
JENNIFER HARTMAN
PO BOX 448LEXINGTONMA02420TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
THE PHILANTHROPIC INITIATIVE
75 ARLINGTON STREET SUITE 710BOSTONMA02116CONSULTING SERVICES$72,361
RBC CAPITAL MARKETS LLC
PO BOX 1510MINNEAPOLISMN55440INVESTMENT ADVISOR$33,450
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,366,679AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$27,408,058AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$33,774,737TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$33,774,737AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$506,621CashDeemedCharitableAmt
Net Vl Noncharitable Assets$33,268,116NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,663,406MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,663,406MinimumInvestmentReturnAmt
Tax Based On Investment Income$152,729TaxBasedOnInvestmentIncomeAmt
Total Tax$152,729TotalTaxAmt
Distributable Before Adj$1,510,677DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,510,677DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,510,677DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,961,024ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$12,961,024QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,510,677DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$850,793ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$173,301ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$478,813ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$29,060,564ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,356,443ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$31,919,914TotalExcessDistributionCyovAmt
Qualifying Distributions$12,961,024QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,510,677AppliedToCurrentYearAmt
Remaining Distri From Corpus$11,450,347RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$43,370,261TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$850,793ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$42,519,468ExcessDistriCyovToNextYrAmt
Excess From Year4$173,301ExcessFromYear4Amt
Excess From Year3$478,813ExcessFromYear3Amt
Excess From Year2$29,060,564ExcessFromYear2Amt
Excess From Year1$1,356,443ExcessFromYear1Amt
Excess From Current Year$11,450,347ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AI SAFETY & TACTICAL OPPORTUNITIES FUNDS VIA VANGAURD CHARITABLE ENDOWMENT
45 LIBERTY BLVD STE 220MALVERNPA19355NOT RELATEDPCCHARITABLE$1,000,000
DEMOCRACY FORWARD FOUNDATION
PO BOX 34553WASHINGTONDC20043NOT RELATEDPCCHARITABLE$300,000
EFFECTIVE INSTITUTIONS PROJECT INC
418 BROADWAYALBANYNY122072922NOT RELATEDPCCHARITABLE$1,000,000
FORWARD GLOBAL
110 E 25TH STREETNEW YORKNY10010NOT RELATEDPCCHARITABLE$15,500
HORIZON INSTITUTE FOR PUBLIC SERVICE
1201 CONNECTICUT AVE NW 200HWASHINGTONDC200362605NOT RELATEDPCCHARITABLE$125,000
LIGHTCONE INFRASTRUCTURE INC
2740 TELEGRAPH AVEBERKELEYCA947051131NOT RELATEDPCCHARITABLE$100,000
LONGVIEW PHILANTHROPY
2093 PHILADELPHIA PIKE UNIT 7230CLAYMONTDE19703NOT RELATEDPCCHARITABLE$1,000,000
NETWORK FOR ENGAGED INTERNATIONAL DONORS
PO BOX 24WATERTOWNMA02471NOT RELATEDPCCHARITABLE$6,500
NEW VENTURE FUND
1828 L STREET NW SUITE 400AWASHINGTONDC20036NOT RELATEDPCCHARITABLE$250,000
PUBLIC CITIZEN FOUNDATION
1600 20TH ST NWWASHINGTONDC20009NOT RELATEDPCCHARITABLE$450,000
SENTINEL BIO INC
1100 15TH ST NW STE 400WASHINGTONDC200051877NOT RELATEDPCCHARITABLE$500,000
TARBELL CENTER FOR AI JOURNALISM INC
2093 PHILADELPHIA PIKE UNIT 8272CLAYMONTDE197032424NOT RELATEDPCCHARITABLE$162,500
THE BOSTON FOUNDATION
75 ARLINGTON STREET 300BOSTONMA02116NOT RELATEDPCCHARITABLE$7,950,000
THE TRUST IN AMERICAN INSTITUTIONS CHALLENGE
58 WEST PORTAL AVE 781SAN FRANCISCOCA94127NOT RELATEDPCCHARITABLE$9,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,869,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,153,029ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$77,498ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$367ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,790,541ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$11,021,435ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,021,435TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (19 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
THE C W MARBLE TRUST #1
1PO BOX 51LEXINGTONMA02420$1,221,372Yes (X)
THE C W MARBLE TRUST #1
2PO BOX 51LEXINGTONMA02420$2,815,018Yes (X)
THE C W MARBLE TRUST #1
3PO BOX 51LEXINGTONMA02420$2,357,695Yes (X)
THE C W MARBLE TRUST #1
4PO BOX 51LEXINGTONMA02420$3,886,908Yes (X)
THE C W MARBLE TRUST #1
5PO BOX 51LEXINGTONMA02420$159,346Yes (X)
THE C W MARBLE TRUST #1
6PO BOX 51LEXINGTONMA02420$5,118,203Yes (X)
THE C W MARBLE TRUST #1
7PO BOX 51LEXINGTONMA02420$1,385,537Yes (X)
THE C W MARBLE TRUST #1
8PO BOX 51LEXINGTONMA02420$800,901Yes (X)
THE C W MARBLE TRUST #1
9PO BOX 51LEXINGTONMA02420$620,594Yes (X)
THE C W MARBLE TRUST #1
10PO BOX 51LEXINGTONMA02420$362,790Yes (X)
THE C W MARBLE TRUST #1
11PO BOX 51LEXINGTONMA02420$1,135,050Yes (X)
THE C W MARBLE TRUST #1
12PO BOX 51LEXINGTONMA02420$18,650Yes (X)
THE C W MARBLE TRUST #1
13PO BOX 51LEXINGTONMA02420$518,782Yes (X)
THE C W MARBLE TRUST #1
14PO BOX 51LEXINGTONMA02420$1,000,700Yes (X)
THE C W MARBLE TRUST #1
15PO BOX 51LEXINGTONMA02420$1,172,409Yes (X)
THE C W MARBLE TRUST #1
16PO BOX 51LEXINGTONMA02420$451,965Yes (X)
THE C W MARBLE TRUST #1
17PO BOX 51LEXINGTONMA02420$106,359Yes (X)
THE C W MARBLE TRUST #1
18PO BOX 51LEXINGTONMA02420$1,225,538Yes (X)
THE C W MARBLE TRUST #1
19PO BOX 51LEXINGTONMA02420$912,549Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (19 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
121526 SHARES OF EUROPACIFIC GROWTH FD CL A.$1,221,3722025-01-31
235810 SHARES OF GROWTH FUND OF AMERICA (THE) CLASS A$2,815,0182025-01-31
327895 SHARES OF FUNDAMENTAL INVESTORS INC CLASS A$2,357,6952025-01-31
460553 SHARES OF WASHINGTON MUTUAL INVS FD CLASS A$3,886,9082025-01-31
54559 SHARES OF CALVERT FD INC SMALL CAP FD CL A$159,3462025-01-31
663628 SHARES OF CALVERT EQUITY FUND CL A$5,118,2032025-01-31
720779 SHARES OF COHEN & STEERS RLTY SHS INC COM CL A$1,385,5372025-01-31
811804 SHARES OF ISHARES TR ISHARES ESG ADVANCED MSCI EAFE ETF$800,9012025-01-31
914146 SHARES OF ISHARES TR ESG AWARE MSCI USA SMALL CAP ETF$620,5942025-01-31
105560 SHARES OF ISHARES CORE S&P MID CAP ETF$362,7902025-01-31
113401 SHARES OF ISHARES RUSSELL 1000 ETF$1,135,0502025-01-31
12122 SHARES OF JOHNSON & JOHNSON COMMON STOCK$18,6502025-01-31
1360890 SHARES OF PRINCIPAL GLOBAL REAL ESTATE SECS FD CL A$518,7822025-01-31
142500 SHARES OF TESLA INC COMMON STOCK$1,000,7002025-01-31
1523020 SHARES OF ISHARES TR ISHARES ESG ADVANCED MSCI USA ETF$1,172,4092025-01-31
168964 SHARES OF VANGUARD FTSE DEVELOPED MARKETS ETF$451,9652025-01-31
171172 SHARES OF VANGUARD SPECIALIZED FUNDS VANGUARD REAL ESTATE ETF$106,3592025-01-31
184441 SHARES OF VANGUARD RUSSELL 1000 ETF$1,225,5382025-01-31
199875 SHARES OF VANGUARD RUSSELL 2000 ETF$912,5492025-01-31

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryWOLF & COMPANY, PCCategoryTxt
Amt$8,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,200DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
PRI ANFIRO INC.AT COST$100,000$100,000
PRI REBOUND TECHNOLOGIES INC,AT COST$200,000$200,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK TAX DIFFERENCE FOR DONATED SECURITIESDesc
Amt$10,685,179Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MA FORM PC$128$0$128
WIRE TRANSFER$320$320$0
TECH SOUP DONATION$250$0$250
OTHER EXPENSES$1,085$0$1,085

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$367RevenueAndExpensesPerBooksAmt
Net Investment Income$367NetInvestmentIncomeAmt
Adjusted Net Income$367AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescACCOUNTING ADJUSTMENTDesc
Amt$13,103Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
THE PHILANTHROPIC INITIATIVE$72,361$0$72,361
ADVISORY FEES$33,450$33,450$0
GRANT PHILANTROPIC ADVISORS$10,000$0$10,000

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonCURTIS MARBLEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 51AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02420ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX PAYMENTSCategoryTxt
Amt$209,072Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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