2025-09-18T10:23:50-05:00 2024-12-31 346566696 ERNST & YOUNG US LLP 200 CLARENDON STREET BOSTON MA 02116 990PF 2024-01-01 464223675 ALFRED AND GILDA SLIFKA FOUNDATION ALFR 7813541204 ONE COMMONWEALTH AVENUE 3 BOSTON MA 021162113 ADAM J SLIFKA CO-TRUSTEE 7813541204 2025-09-18 1 1 JENNA M LEWIS P01076534 6172662000 2025-09-18 2024 2025-03-06 01:10:19Z X 3480653 X X 11965 11965 49481 49481 247895 940844 247895 309341 309341 0 0 0 0 0 29309 29309 0 0 36 0 0 36 29345 29309 0 36 375000 375000 404345 29309 0 375036 -95004 280032 0 221333 281248 281248 321672 150633 150362 187081 152149 916507 157072 157072 138241 1275928 1327808 1994295 2163086 2068910 3480653 0 0 X 2163086 2068910 0 0 0 0 2163086 2068910 2163086 2068910 2163086 -95004 828 2068910 0 2068910 PUBLICLY TRADED SECURITIES 930333 692949 237384 237384 CAPITAL GAINS DIVIDENDS P 10511 10511 10511 247895 0 3892 0 3892 0 3892 3467 0 5000 0 8467 0 4575 4575 0 0 0 0 0 0 0 0 0 0 0 1 1 FL MA 1 0 0 0 1 1 N/A SANDY MCGUINESS 7813541204 ONE COMMONWEALTH AVE UNIT 3 BOSTON MA 021162113 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ADAM J SLIFKA 7 FALL LANE CANTON MA 020211704 TRUSTEE 1.00 0 0 0 ERIC SLIFKA 580 WASHINGTON STREET UNIT W306 WELLESLEY MA 02482 TRUSTEE 1.00 0 0 0 JENNIFER R SLIFKA 146 BEARD WAY NEEDHAM MA 02492 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 0 3107251 310065 0 3417316 0 0 3417316 51260 3366056 168303 168303 3892 3892 164411 0 164411 0 164411 375036 0 375036 164411 0 0 328505 297984 293518 223459 300932 1444398 375036 0 0 0 164411 210625 0 0 1655023 0 0 0 0 0 0 328505 1326518 297984 293518 223459 300932 210625 X N/A N/A N/A COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON MA 02110 N/A PC TO BENEFIT STUDENTS WITH MODERATE TO SIGNIFICANT SPECIAL NEEDS AT JEWISH DAY SCHOOLS. 375000 375000 0 14 11965 14 49481 18 247895 0 309341 0 309341 0 0 0 0 0 0 0 0 0 0 NONE 0 PUBLIC SERVICE 52645 48107 EXXON MOBIL CORP 51460 45631 DUKE ENERGY 52967 44503 AMAZON. COM INC 57850 329085 APPLE INC 33883 291739 FACEBOOK INC 60416 295683 150633 150362 0 0 SPDR S&P 500 ETF TR AT COST 668106 955310 VANGUARD MID-CAP ETF AT COST 421730 702586 ISHARES CORE S&P SMALL - CAP AT COST 128487 191841 FULLERTHALER BEHAVIORAL SM-CP EQ INST AT COST 109485 144558 2023 MA FILING FEE 36 0 0 36 ASSET ADJUSTMENT RELATING TO TIMING OF INCOME 828 INVESTMENT ADVISORY FEES 29309 29309 0 0