2024-05-12T10:18:35-05:00 2023-12-31 042387531 Sullivan & Worcester One Post Office Square Boston MA 021092129 990PF 2023-01-01 043526188 CURVEY FAMILY FOUNDATION CURV 6173382839 co SW One Post Office Square Boston MA 02109 Jeffrey C Curvey EXEC. DIRECTOR, TRUSTEE 6173382839 2024-05-12 1 Jeffrey Curvey 999009999 0 Christopher C Curtis P00492268 6173382800 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4273627 X 0 X 90622 90622 -11982 504493 0 11621 11621 90261 102243 0 0 0 22001 0 22001 7500 7500 0 8828 2482 0 11453 0 35 49782 9982 22036 133750 133750 183532 9982 155786 -93271 92261 2 2 2 292450 216597 216597 2219190 2206273 3126998 134528 130030 130030 253056 253056 253056 800000 2899226 2805958 4273627 0 0 X 2995981 2995981 0 0 -96755 -190023 2899226 2805958 2899226 2805958 2899226 -93271 3 2805958 0 2805958 Hennessy Japan P 2019-01-30 2023-02-13 87108 85000 2108 2108 Lazard Global P 2019-01-30 2023-06-06 18036 17075 961 961 Vanguard Intl Equity P 2022-05-31 2023-02-13 60564 60007 557 557 TIAA Cref Real Estate P 2020-06-25 2023-06-06 31056 30442 614 614 TIAA Cref Real Estate P 2021-02-12 2023-06-06 18298 21000 -2702 -2702 Fidelity Adv Intl Real Estate P 2020-11-17 2023-06-06 24440 30951 -6511 -6511 Fidelity Adv Intl Real Estate P 2021-02-12 2023-06-06 8942 12000 -3058 -3058 Fidelity Advisor Focused Emer P 2022-05-31 2023-02-13 106183 105000 1183 1183 Harbor HY Bond P 2022-05-31 2023-02-16 71617 75000 -3383 -3383 Victory Trivalent Intl Small C P 2022-05-31 2023-02-13 78249 80000 -1751 -1751 -11982 1282 0 1282 0 1282 2530 0 0 0 2530 0 1248 1248 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A Christopher C Curtis Esq 6173382839 Sullivan Worcester 1 Post Office Square Boston MA 021092129 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 James C Curvey c/o SW One Post Office Square Boston MA 02109 Trustee 2.50 0 0 0 J Scott Curvey c/o SW One Post Office Square Boston MA 02109 CFO, Trustee 10.00 0 0 0 Jeffrey C Curvey c/o SW One Post Office Square Boston MA 02109 Exec. Director, Trustee 10.00 0 0 0 NONE 0 NONE 0 0 3066430 259597 800000 4126027 0 0 4126027 61890 4064137 203207 203207 1282 1282 201925 0 201925 0 201925 155786 0 155786 201925 96938 0 0 155786 96938 0 0 58848 0 0 0 0 0 0 0 0 143077 0 0 0 James C Curvey J Scott Curvey Jeffrey C Curvey X Naples Gator Youth 1600 Fleishchmann Blvd Naples FL 34102 none Public Charity General Charitable Purposes 400 Sisters of St Joseph 637 Cambridge St Boston MA 02135 none Public Charity General Charitable Purposes 10000 Arts Naples 5833 Pelican Blvd Naples FL 34108 none Public Charity General Charitable Purposes 7350 Granite State Adaptive 44 Mirror Lake Mirror Lake NH 03853 none Public Charity General Charitable Purposes 25000 Bald Peak Community Fund 180 Bald Peak Drive Melvin Village NH 03805 none public Charity General Charitable Purposes 1000 Brewster Academy 80 Academy Dr Wolfeboro NH 03894 none Public Charity General Charitable Purposes 20000 Mahoney City Public Library 17 W Mahanoy Street Mahanoy City PA 17948 none Public Charity General Charitable Purposes 25000 Lakes Region Model Rail Road Museum PO Box713 Wolfeboro NH 03894 none Public Charity General Charitable Purposes 5000 Great Waters Music Festival 54 N Main Street Wolfeboro NH 03895 None Public Charity General Charitable Purposes 10000 St Ann School Foundation 475 Ninth Avenue South Naples FL 34102 None Public Charity General Charitable Purposes 25000 Marian Catholic HS Endowment 166 Marian Avenue Tamaqua PA 18252 None Public Charity General Charitable Purposes 5000 133750 0 14 90622 14 11621 18 -11982 0 90261 0 90261 0 0 0 0 0 0 0 0 0 0 Investment Fees 7500 7500 0 Corporate Stock 2206273 3126998 SJC Onshore Direct Lending Fund III, L.P. AT COST 130030 130030 Legal Fees 22001 0 22001 MA 2022 Form PC Filing Fee 35 0 35 Real Estate Fees 7296 0 0 Evergreen Mgt Group 3472 0 0 Expense for local police benevolent activities 650 0 0 SJC Onshore Direct Lending Fund III, L.P. 11621 11621 11621 dividend adjustment and rounding 3 Foreign Taxes 2482 2482 0 Real Estate Taxes 6346 0 0 Estimated Taxes 0 0 0