2026-05-11T07:24:47-05:00 2025-12-31 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990PF 2025-01-01 276364101 THE CASEY & FAMILY FOUNDATION C/O THE PHILANTHROPIC INITIATIVE CASE 6173382590 75 ARLINGTON STREET SUITE 710 BOSTON MA 02116 DAVID MARBLE TRUSTEE 6173382590 2026-04-27 1 LISA A EXTANCE CPA P01278902 6174399700 2026-04-29 2025 2025-03-06 01:10:19Z X 27994443 X 25270366 1153029 1153029 77498 77498 9790541 60420410 9790541 367 367 36291801 11021435 0 0 0 8200 0 8200 115811 33450 82361 209072 0 0 1783 320 1463 334866 33770 92024 12869000 12869000 13203866 33770 12961024 23087935 10987665 27694443 27694443 4089664 6810113 0 0 4678807 300000 300000 15578584 27994443 27994443 0 0 X 0 0 0 0 15578584 27994443 15578584 27994443 15578584 27994443 15578584 23087935 13103 38679622 10685179 27994443 RBC #6599 P 35198653 36044683 -846030 -846030 RBC #6599 P 23231931 13849713 9382218 9382218 RBC #6599 P 1989826 735473 1254353 1254353 9790541 152729 0 152729 0 152729 155000 0 0 0 155000 X 0 2271 2271 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 1 0 0 1 N/A THE PHILANTHROPIC INITIATIVE 6173382590 75 ARLINGTON STREET SUITE 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 DAVID C MARBLE PO BOX 448 LEXINGTON MA 02420 TRUSTEE 1.00 0 0 0 JENNIFER HARTMAN PO BOX 448 LEXINGTON MA 02420 TRUSTEE 1.00 0 0 0 NONE 0 THE PHILANTHROPIC INITIATIVE 75 ARLINGTON STREET SUITE 710 BOSTON MA 02116 CONSULTING SERVICES 72361 RBC CAPITAL MARKETS LLC PO BOX 1510 MINNEAPOLIS MN 55440 INVESTMENT ADVISOR 33450 0 0 6366679 27408058 0 33774737 0 0 33774737 506621 33268116 1663406 1663406 152729 152729 1510677 0 1510677 0 1510677 12961024 0 12961024 1510677 0 0 850793 173301 478813 29060564 1356443 31919914 12961024 0 0 0 1510677 11450347 0 0 43370261 0 0 0 0 0 0 850793 42519468 173301 478813 29060564 1356443 11450347 X AI SAFETY & TACTICAL OPPORTUNITIES FUNDS VIA VANGAURD CHARITABLE ENDOWMENT 45 LIBERTY BLVD STE 220 MALVERN PA 19355 NOT RELATED PC CHARITABLE 1000000 DEMOCRACY FORWARD FOUNDATION PO BOX 34553 WASHINGTON DC 20043 NOT RELATED PC CHARITABLE 300000 EFFECTIVE INSTITUTIONS PROJECT INC 418 BROADWAY ALBANY NY 122072922 NOT RELATED PC CHARITABLE 1000000 FORWARD GLOBAL 110 E 25TH STREET NEW YORK NY 10010 NOT RELATED PC CHARITABLE 15500 HORIZON INSTITUTE FOR PUBLIC SERVICE 1201 CONNECTICUT AVE NW 200H WASHINGTON DC 200362605 NOT RELATED PC CHARITABLE 125000 LIGHTCONE INFRASTRUCTURE INC 2740 TELEGRAPH AVE BERKELEY CA 947051131 NOT RELATED PC CHARITABLE 100000 LONGVIEW PHILANTHROPY 2093 PHILADELPHIA PIKE UNIT 7230 CLAYMONT DE 19703 NOT RELATED PC CHARITABLE 1000000 NETWORK FOR ENGAGED INTERNATIONAL DONORS PO BOX 24 WATERTOWN MA 02471 NOT RELATED PC CHARITABLE 6500 NEW VENTURE FUND 1828 L STREET NW SUITE 400A WASHINGTON DC 20036 NOT RELATED PC CHARITABLE 250000 PUBLIC CITIZEN FOUNDATION 1600 20TH ST NW WASHINGTON DC 20009 NOT RELATED PC CHARITABLE 450000 SENTINEL BIO INC 1100 15TH ST NW STE 400 WASHINGTON DC 200051877 NOT RELATED PC CHARITABLE 500000 TARBELL CENTER FOR AI JOURNALISM INC 2093 PHILADELPHIA PIKE UNIT 8272 CLAYMONT DE 197032424 NOT RELATED PC CHARITABLE 162500 THE BOSTON FOUNDATION 75 ARLINGTON STREET 300 BOSTON MA 02116 NOT RELATED PC CHARITABLE 7950000 THE TRUST IN AMERICAN INSTITUTIONS CHALLENGE 58 WEST PORTAL AVE 781 SAN FRANCISCO CA 94127 NOT RELATED PC CHARITABLE 9500 12869000 0 14 1153029 14 77498 18 367 18 9790541 0 11021435 0 11021435 0 0 0 0 0 0 0 0 0 0 X X 1 THE C W MARBLE TRUST #1 PO BOX 51 LEXINGTON MA 02420 1221372 X 2 THE C W MARBLE TRUST #1 PO BOX 51 LEXINGTON MA 02420 2815018 X 3 THE C W MARBLE TRUST #1 PO BOX 51 LEXINGTON MA 02420 2357695 X 4 THE C W MARBLE TRUST #1 PO BOX 51 LEXINGTON MA 02420 3886908 X 5 THE C W MARBLE TRUST #1 PO BOX 51 LEXINGTON MA 02420 159346 X 6 THE C W MARBLE TRUST #1 PO BOX 51 LEXINGTON MA 02420 5118203 X 7 THE C W MARBLE TRUST #1 PO BOX 51 LEXINGTON MA 02420 1385537 X 8 THE C W MARBLE TRUST #1 PO BOX 51 LEXINGTON MA 02420 800901 X 9 THE C W MARBLE TRUST #1 PO BOX 51 LEXINGTON MA 02420 620594 X 10 THE C W MARBLE TRUST #1 PO BOX 51 LEXINGTON MA 02420 362790 X 11 THE C W MARBLE TRUST #1 PO BOX 51 LEXINGTON MA 02420 1135050 X 12 THE C W MARBLE TRUST #1 PO BOX 51 LEXINGTON MA 02420 18650 X 13 THE C W MARBLE TRUST #1 PO BOX 51 LEXINGTON MA 02420 518782 X 14 THE C W MARBLE TRUST #1 PO BOX 51 LEXINGTON MA 02420 1000700 X 15 THE C W MARBLE TRUST #1 PO BOX 51 LEXINGTON MA 02420 1172409 X 16 THE C W MARBLE TRUST #1 PO BOX 51 LEXINGTON MA 02420 451965 X 17 THE C W MARBLE TRUST #1 PO BOX 51 LEXINGTON MA 02420 106359 X 18 THE C W MARBLE TRUST #1 PO BOX 51 LEXINGTON MA 02420 1225538 X 19 THE C W MARBLE TRUST #1 PO BOX 51 LEXINGTON MA 02420 912549 X 1 21526 SHARES OF EUROPACIFIC GROWTH FD CL A. 1221372 2025-01-31 2 35810 SHARES OF GROWTH FUND OF AMERICA (THE) CLASS A 2815018 2025-01-31 3 27895 SHARES OF FUNDAMENTAL INVESTORS INC CLASS A 2357695 2025-01-31 4 60553 SHARES OF WASHINGTON MUTUAL INVS FD CLASS A 3886908 2025-01-31 5 4559 SHARES OF CALVERT FD INC SMALL CAP FD CL A 159346 2025-01-31 6 63628 SHARES OF CALVERT EQUITY FUND CL A 5118203 2025-01-31 7 20779 SHARES OF COHEN & STEERS RLTY SHS INC COM CL A 1385537 2025-01-31 8 11804 SHARES OF ISHARES TR ISHARES ESG ADVANCED MSCI EAFE ETF 800901 2025-01-31 9 14146 SHARES OF ISHARES TR ESG AWARE MSCI USA SMALL CAP ETF 620594 2025-01-31 10 5560 SHARES OF ISHARES CORE S&P MID CAP ETF 362790 2025-01-31 11 3401 SHARES OF ISHARES RUSSELL 1000 ETF 1135050 2025-01-31 12 122 SHARES OF JOHNSON & JOHNSON COMMON STOCK 18650 2025-01-31 13 60890 SHARES OF PRINCIPAL GLOBAL REAL ESTATE SECS FD CL A 518782 2025-01-31 14 2500 SHARES OF TESLA INC COMMON STOCK 1000700 2025-01-31 15 23020 SHARES OF ISHARES TR ISHARES ESG ADVANCED MSCI USA ETF 1172409 2025-01-31 16 8964 SHARES OF VANGUARD FTSE DEVELOPED MARKETS ETF 451965 2025-01-31 17 1172 SHARES OF VANGUARD SPECIALIZED FUNDS VANGUARD REAL ESTATE ETF 106359 2025-01-31 18 4441 SHARES OF VANGUARD RUSSELL 1000 ETF 1225538 2025-01-31 19 9875 SHARES OF VANGUARD RUSSELL 2000 ETF 912549 2025-01-31 WOLF & COMPANY, PC 8200 0 8200 PRI ANFIRO INC. AT COST 100000 100000 PRI REBOUND TECHNOLOGIES INC, AT COST 200000 200000 BOOK TAX DIFFERENCE FOR DONATED SECURITIES 10685179 MA FORM PC 128 0 128 WIRE TRANSFER 320 320 0 TECH SOUP DONATION 250 0 250 OTHER EXPENSES 1085 0 1085 OTHER INCOME 367 367 367 ACCOUNTING ADJUSTMENT 13103 THE PHILANTHROPIC INITIATIVE 72361 0 72361 ADVISORY FEES 33450 33450 0 GRANT PHILANTROPIC ADVISORS 10000 0 10000 CURTIS MARBLE PO BOX 51 LEXINGTON MA 02420 FEDERAL TAX PAYMENTS 209072 0 0