2024-03-13T13:34:49-05:00 2023-10-31 111986323 MARCUM LLP 53 STATE STREET BOSTON MA 02109 990PF 2022-11-01 046115409 MARILYN & MIKE GROSSMAN FOUNDATION C/O GROSSMAN FAMILY OFFICE MARI 8023246344 44 IRVING STREET UNIT C CAMBRIDGE MA 02138 NANCY L GROSSMAN TRUSTEE 8023246344 2024-02-03 1 NANCY GROSSMAN 999009999 0 JOEL H BERENSON P00241642 6178075000 2024-02-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 1542457 X 0 X 7 7 29555 29555 69935 90000 69935 99497 99497 0 0 0 8827 8827 0 3142 0 0 1850 0 0 235 0 0 14054 8827 0 80370 80370 94424 8827 80370 5073 90670 17460 13043 13043 1035134 1044624 1529414 1052594 1057667 1542457 0 0 X 1052594 1057667 1052594 1057667 1052594 1057667 1052594 5073 0 1057667 0 1057667 VANGUARD TOTAL STOCK MARKET INDEX P 2023-05-23 30000 6808 23192 23192 VANGUARD TOTAL STOCK MARKET INDEX P 2023-09-26 60000 13257 46743 46743 69935 1260 0 1260 0 1260 2160 0 0 0 2160 0 900 900 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A THERESE BERGER 7817890936 44 IRVING STREET UNIT C CAMBRIDGE MA 02138 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NANCY L GROSSMAN 44 IRVING STREET UNIT C CAMBRIDGE MA 02138 TRUSTEE 1.00 0 0 0 JOANNE G PEARLMAN 4035 83RD AVE SE MERCER ISLAND WA 98040 TRUSTEE 1.00 0 0 0 JAMES B GROSSMAN 54 CENTRAL AVENUE SOUTH BURLINGTON VT 05403 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1611812 15251 0 1627063 0 0 1627063 24406 1602657 80133 80133 1260 1260 78873 0 78873 0 78873 80370 0 80370 78873 80345 0 0 80370 80345 0 0 25 0 0 0 0 0 0 0 0 78848 0 0 0 X ABRAHAM INITIATIVES 1460 BROADWAY NEW YORK NY 10036 NONE PUBLIC CHARITY GENERAL SUPPORT 8000 ABRAHAM INITIATIVES 1460 BROADWAY NEW YORK NY 10036 NONE PUBLIC CHARITY GENERAL SUPPORT 4000 ALBANY PUBLIC LIBRARY 148 HENRY JOHNSON BOULEVARD ALBANY NY 12210 NONE PUBLIC CHARITY GENERAL SUPPORT 100 AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH STREET NEW YORK NY 10018 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 AMERICAN PARKINSONS DISEASE ASSOCIATION 135 PARKINSON AVENUE STATEN ISLAND NY 10305 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 BASIC NEEDS 9 MERIAM STREET LEXINGTON MA 02420 NONE PUBLIC CHARITY GENERAL SUPPORT 500 BATES COLLEGE NORDIC SKIING 2 ANDREWS RD LEWISTON ME 04240 NONE PUBLIC CHARITY GENERAL SUPPORT 100 BATES COLLEGE NORDIC SKIING 2 ANDREWS RD LEWISTON ME 04240 NONE PUBLIC CHARITY GENERAL SUPPORT 500 BAY TO SOUND NEIGHBORS PO BOX 1505 S DENNIS MA 02660 NONE PUBLIC CHARITY GENERAL SUPPORT 100 BOYS & GIRLS CLUB - IAN DEGROOT MEMORIAL SCHOLARSHIP 233 WARREN AVE BROCKTON MA 02301 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 CAPE COD SYNAGOGUE 145 WINTER ST HYANNIS MA 02601 NONE PUBLIC CHARITY GENERAL SUPPORT 100 CAPE COD SYNAGOGUE 145 WINTER ST HYANNIS MA 02601 NONE PUBLIC CHARITY GENERAL SUPPORT 400 CHAMPLAIN HOUSING TRUST 88 KING ST BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL SUPPORT 500 CHANGING PERSPECTIVES 1698 POST RD E WESTPORT CT 06880 NONE PUBLIC CHARITY GENERAL SUPPORT 3000 CLASS ACTION 30 GERMANIA ST JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITY GENERAL SUPPORT 100 COLBY COLLEGE 4320 MAYFLOWER HILL WATERVILLE ME 04901 NONE PUBLIC CHARITY GENERAL SUPPORT 250 COLGATE UNIVERSITY 14 OAK DRIVE HAMILTON NY 13346 NONE PUBLIC CHARITY GENERAL SUPPORT 2500 COMBINED JEWISH PHILANTHROPIES-UKRAINE EMERGENCY FUND 126 HIGH STREET BOSTON MA 02110 NONE PUBLIC CHARITY GENERAL SUPPORT 2500 COMBINED JEWISH PHILANTHROPIES-UKRAINE EMERGENCY FUND 126 HIGH STREET BOSTON MA 02110 NONE PUBLIC CHARITY GENERAL SUPPORT 12225 CONGREGATION SHIR SHALOM PO BOX 526 WOODSTOCK VT 05091 NONE PUBLIC CHARITY GENERAL SUPPORT 1500 CRAFTSBURY OUTDOOR CENTER 535 LOST NATION RD CRAFTSBURY COMMON VT 05827 NONE PUBLIC CHARITY GENERAL SUPPORT 200 CRAFTSBURY PUBLIC LIBRARY 12 CHURCH LANE CRAFTSBURY COMMON VT 05827 NONE PUBLIC CHARITY GENERAL SUPPORT 100 CITIZENS FOR RESPONSIBLE ZONING 450 BROOKLINE AVE BOSTON MA 02215 NONE PUBLIC CHARITY GENERAL SUPPORT 500 DANA FARBER MARATHON CHALLENGE 450 BROOKLINE AVE BOSTON MA 02215 NONE PUBLIC CHARITY GENERAL SUPPORT 200 DOCTORS WITHOUT BORDERS 333 7TH AVENUE 2ND FLOOR NEW YORK NY 100015004 NONE PUBLIC CHARITY GENERAL SUPPORT 100 FELLOWSHIP OF THE WHEEL PO BOX 1566 WILLISTON VT 05495 NONE PUBLIC CHARITY GENERAL SUPPORT 100 FOUNDATION FIGHTING BLINDNESS 7168 COLUMBIA GATEWAY DRIVE SUITE 100 COLUMBIA MD 21046 NONE PUBLIC CHARITY GENERAL SUPPORT 300 GLADNEY CENTER 6300 JOHN RYAN DRIVE FORT WORTH TX 76132 NONE PUBLIC CHARITY GENERAL SUPPORT 500 GREEN AMERICA 1612 K STREET NW SUITE 100 WASHINGTON DC VA 20006 NONE PUBLIC CHARITY GENERAL SUPPORT 100 HEBRON ACADEMY PO BOX 309 HEBRON ME 04238 NONE PUBLIC CHARITY GENERAL SUPPORT 500 HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 NONE PUBLIC CHARITY GENERAL SUPPORT 100 JALSA - JEWISH ALLIANCE FOR LAW & SOCIAL ACTION 11 BEACON ST SUITE 722 BOSTON MA 02108 NONE PUBLIC CHARITY GENERAL SUPPORT 100 JEWISH COMMUNITIES OF VERMONT 212 BATTERY STREET BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL SUPPORT 1500 JEWISH DAY SCHOOL 15749 NE 4TH STREET BELLEVUE WA 98008 NONE PUBLIC CHARITY GENERAL SUPPORT 1300 JEWISH FAMILY SERVICE 877 MADISON AVENUE ALBANY NY 12208 NONE PUBLIC CHARITY GENERAL SUPPORT 1750 KIDS ON THE BALL 19 LINDENWOOD DR SOUTH BURLINGTON VT 05403 NONE PUBLIC CHARITY GENERAL SUPPORT 500 KING STREET CENTER 87 KING ST BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL SUPPORT 2500 LOCAL MOTION 161 NORTH STREET NEWTON MA 02460 NONE PUBLIC CHARITY GENERAL SUPPORT 50 MANSFIELD NORDIC SKI CLUB PO BOX 234 UNDERHILL CENTER VT 05490 NONE PUBLIC CHARITY GENERAL SUPPORT 650 MASS GENERAL HOSPITAL - DIVISION OF PALLIATIVE CARE 55 FRUIT STREET BOSTON MA 02114 NONE PUBLIC CHARITY GENERAL SUPPORT 100 MIDDLEBURY COLLEGE 14 OLD CHAPEL ROAD MIDDLEBURY VT 05753 NONE PUBLIC CHARITY GENERAL SUPPORT 100 MIDDLESEX SCHOOL 1400 LOWELL ROAD CONCORD MA 01742 NONE PUBLIC CHARITY GENERAL SUPPORT 100 NAN PROJECT 125 HARTWELL AVE LEXINGTON MA 02421 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 NATUN - GUATEMALA C DEL RASTRO PANAJACHEL GT 07010 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 NEW ENGLAND NORDIC SKI ASSOCIATION 49 PINELAND DR NEW GLOUCESTER ME 04260 NONE PUBLIC CHARITY GENERAL SUPPORT 200 NEW ENGLAND NORDIC SKI ASSOCIATION 49 PINELAND DR NEW GLOUCESTER ME 04260 NONE PUBLIC CHARITY GENERAL SUPPORT 100 NEW ISRAEL FUND 6 E 39TH ST STE 301 NEW YORK NY 10016 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 NORTH AMERICAN FAMILY INSTITUTE 10 HARBOR STREET DANVERS MA 01923 NONE PUBLIC CHARITY GENERAL SUPPORT 3000 OLD SPOKES HOME 331 N WINOOSKI AVE BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 PEACHAM LIBRARY 656 BAYLEY-HAZEN RD PEACHAM VT 05862 NONE PUBLIC CHARITY GENERAL SUPPORT 100 PJ LIBRARY OF VERMONT 67 HUNT STREET SUITE 100 AGAWAM MA 01001 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 PLANNED PARENTHOOD PO BOX 97166 WASHINGTON DC 200907166 NONE PUBLIC CHARITY GENERAL SUPPORT 350 REFUGE POINT 89 SOUTH STREET SUITE 802 BOSTON MA 02111 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 SEATTLE ACADEMY OF ARTS & SCIENCES 1201 E UNION ST SEATTLE WA 98122 NONE PUBLIC CHARITY GENERAL SUPPORT 250 SMILE TRAIN 633 THIRD AVENUE 9TH FLOOR NEW YORK NY 10017 NONE PUBLIC CHARITY GENERAL SUPPORT 500 ST JOSEPH'S INDIAN SCHOOL 1301 N MAIN ST CHAMBERLAIN SD 57325 NONE PUBLIC CHARITY GENERAL SUPPORT 100 TEMPLE ISRAEL 477 LONGWOOD AVENUE BOSTON MA 02215 NONE PUBLIC CHARITY GENERAL SUPPORT 3500 TEMPLE SINAI 500 SWIFT STREET SOUTH BURLINGTON VT 05403 NONE PUBLIC CHARITY GENERAL SUPPORT 54 TEMPLE SINAI 500 SWIFT STREET SOUTH BURLINGTON VT 05403 NONE PUBLIC CHARITY GENERAL SUPPORT 3000 TREE STREET YOUTH CENTER 144 HOWE ST LEWISTON ME 04240 NONE PUBLIC CHARITY GENERAL SUPPORT 125 UNIVERSITY COOPERATIVE SCHOOL 5601 UNIVERSITY WAY NE SEATTLE WA 98105 NONE PUBLIC CHARITY GENERAL SUPPORT 700 UPSTANDER PROJECT 25 HAVERFORD STREET BOSTON MA 02130 NONE PUBLIC CHARITY GENERAL SUPPORT 500 US BIATHLON ASSOCIATION 49 PINELAND DR SUITE 301A NEW GLOUCESTER ME 04260 NONE PUBLIC CHARITY GENERAL SUPPORT 200 VERMONT COMMUNITY FOUNDATION 3 COURT ST MIDDLEBURY VT 05753 NONE PUBLIC CHARITY GENERAL SUPPORT 500 VERMONT FOOD BANK 33 PARKER RD BARRE VT 05641 NONE PUBLIC CHARITY GENERAL SUPPORT 500 VERMONT LAND TRUST 8 BAILEY AVE MONTPELIER VT 05602 NONE PUBLIC CHARITY GENERAL SUPPORT 200 VERMONT PUBLIC RADIO 365 TROY AVENUE COLCHESTER VT 05446 NONE PUBLIC CHARITY GENERAL SUPPORT 391 WILLIAMS COLLEGE ANNUAL FUND 31 SAINT JAMES AVE 730 BOSTON MA 02116 NONE PUBLIC CHARITY GENERAL SUPPORT 300 ZACH'S PLACE 73 CENTRAL STREET SUITE A PO BOX 634 WOODSTOCK VT 05091 NONE PUBLIC CHARITY GENERAL SUPPORT 450 BETHEL FOOD PANTRY 141 GREENWOOD AVE BETHEL CT 06801 NONE PUBLIC CHARITY GENERAL SUPPORT 125 INTEGRATED ARTS ACADEMY 6 ARCHIBALD ST BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL SUPPORT 200 INTEGRATED ARTS ACADEMY 6 ARCHIBALD ST BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL SUPPORT 500 MAINE OUTDOOR WELLNESS CENTER 69 RIVER RD BUILDING C TURNER ME 04282 NONE PUBLIC CHARITY GENERAL SUPPORT 250 PALESTINE CHILDRENS' RELIEF FUND 360 E 2ND ST STE 710 LOS ANGELES CA 900124240 NONE PUBLIC CHARITY GENERAL SUPPORT 1050 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 NONE PUBLIC CHARITY GENERAL SUPPORT 500 80370 0 14 7 14 29555 18 69935 0 99497 0 99497 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3039 3039 0 BOOKKEEPING 5788 5788 0 VANGUARD TOTAL STOCK MKT AT COST 203954 596108 VANGUARD EXTENDED MARKET AT COST 105222 240038 VANGUARD ST INVESTMENT GRADE ADM AT COST 212125 196151 VANGUARD INTERMEDIATE TERM BOND INDEX AT COST 94696 78756 ISHARES MSCI EAGE SMALL CAP ETF AT COST 81846 70862 CALAMOS MARKET NEUTRAL INCOME FUND AT COST 193098 209641 VANGUARD 500 INDEX AT COST 153683 137858 OFFICE EXPENSE 235 0 0 MA FILING FEE 35 0 0 FEDERAL TAXES 3107 0 0