2025-11-06T11:04:59-06:00 2025-06-30 881478669 CBIZ ADVISORS LLC 53 STATE STREET BOSTON MA 02109 990PF 2024-07-01 222648036 THE MAXIMILIAN E AND MARION O HOFFMAN FOUNDATION INC MAXI 8605212949 970 FARMINGTON AVENUE 203 WEST HARTFORD CT 06107 MARION L BARRAK PRESIDENT 8605212949 2025-11-04 1 0 KRISTEN CUMMINGS P01510495 6178075000 2025-11-03 2024 2025-03-06 01:10:19Z X 51143051 X X 31802 31802 1994617 1994617 1275400 2351495 1275400 3301819 3301819 430430 255029 175401 69740 34870 34870 200670 119987 80683 30636 30636 0 21424 21424 0 157592 157032 560 29250 0 750 54142 0 0 13120 12670 450 1007004 631648 292714 2052090 2052090 3059094 631648 2344804 242725 2670171 671569 338746 338746 4376 4525 4525 39807720 45436845 50762723 5081610 27884 32707 61418 61418 4350 4350 4350 45569625 45812350 51143051 70075 70075 70075 70075 X 0 0 0 0 45499550 45742275 45499550 45742275 45569625 45812350 45499550 242725 0 45742275 0 45742275 GMO P 1264734 1076095 188639 188639 MULTI-STRATEGY FUND P 725216 725216 725216 CAPITAL GAINS DIVIDENDS P 361545 361545 361545 1275400 37115 0 37115 0 37115 56757 0 0 0 56757 0 19642 19642 0 0 0 0 0 0 0 0 0 0 0 1 1 CT NY 1 0 0 0 0 1 N/A JUNE KWIATKOWSKI 8605212949 970 FARMINGTON AVE WEST HARTFORD CT 06107 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARION L BARRAK 970 FARMINGTON AVENUE 203 WEST HARTFORD CT 06107 PRESIDENT/DIRECTOR 40.00 150480 22572 20149 MICHAEL B CHAHO 970 FARMINGTON AVENUE 203 WEST HARTFORD CT 06107 TREASURER/CFO 40.00 134420 20163 34803 SAMI BARRAK 970 FARMINGTON AVENUE 203 WEST HARTFORD CT 06107 VICE PRESIDENT/SECRETARY 40.00 112530 16880 9392 ROBERT M JERESATY MD 970 FARMINGTON AVENUE 203 WEST HARTFORD CT 06107 DIRECTOR (RESIGNED 2/25/25) 2.00 11000 0 0 MARIE GUSTIN PHD 970 FARMINGTON AVENUE 203 WEST HARTFORD CT 06107 DIRECTOR 2.00 11000 0 0 ANN MARIE FAULISO 970 FARMINGTON AVENUE 203 WEST HARTFORD CT 06107 DIRECTOR 2.00 11000 0 0 JOSEPH R JERESATY 970 FARMINGTON AVENUE 203 WEST HARTFORD CT 06107 DIRECTOR (APPOINTED 3/1/25) 2.00 0 0 0 NONE 0 GMO 53 STATE STREET 33RD FLOOR BOSTON MA 02109 INVESTMENT MANAGEMENT 156242 0 N/A 0 0 49183457 1016496 0 50199953 0 0 50199953 752999 49446954 2472348 2472348 37115 37115 2435233 0 2435233 0 2435233 2344804 0 2344804 2435233 2048441 0 0 2344804 2048441 0 0 296363 0 0 0 0 0 0 0 0 2138870 0 0 0 MARION BARRAK 970 FARMINGTON AVE SUITE 203 WEST HARTFORD CT 06107 8605212949 PRESCRIBED APPLICATION FORM WHICH MAY BE OBTAINED FROM THE FOUNDATION YES NONE OTHER THAN POLITICAL LIMITATIONS BLAU HOUSE & GARDENS INC 9 BAYBERRY RIDGE ROAD WESTPORT CT 06880 N/A PC GENERAL SUPPORT 5000 LANDMARK COMMUNITY THEATRE PO BOX 158 THOMASTON CT 06787 N/A PC RENOVATIONS 10000 AMERICAN MURAL PROJECT INC 90 WHITING STREET PO BOX 538 WINSTED CT 06098 N/A PC ROOF RENOVATIONS 25000 SHORELINE ARTS ALLIANCE INC 63 WALL STREET MADISON CT 06443 N/A PC ANNUAL STUDENT ART SHOW 8000 HARTFORD PERFORMS 1049 ASYLUM AVENUE HARTFORD CT 06105 N/A PC ARTS EDUCATIONAL PROGRAMS 10000 CONNECTICUT SYMPHONY ORCHESTRA INC 82 LAWTON ROAD CANTON CT 06019 N/A PC 2024-2025 CONCERT SEASON 6000 HARTFORD CHORALE INC 233 PEARL STREET 17 HARTFORD CT 06103 N/A PC SPRING CONCERT 5000 THROWN STONE THEATRE COMPANY PO BOX 731 RIDGEFIELD CT 06877 N/A PC 2025 SEASON SUPPORT 10000 CONNECTICUT CHOPIN FOUNDATION INC 26 CHESTNUT COURT ROCKY HILL CT 06067 N/A PC PIANO COMPETITION 6000 HARTFORD STAGE COMPANY 50 CHURCH STREET HARTFORD CT 06103 N/A PC GENERAL SUPPORT 15000 GUILFORD PERFORMING ARTS FESTIVAL PO BOX 345 GUILFORD CT 06437 N/A PC ARTS FESTIVAL 5000 THEATERWORKS INC 233 PEARL STREET HARTFORD CT 06103 N/A PC EDUCATIONAL OUTREACH PROGRAMS 15000 FOUNDATION FOR THE ADVANCEMENT OF CATHOLIC SCHOOLS INC 92 HOPMEADOW STREET WEATOGUE CT 06098 N/A PC SCHOLARSHIPS 50000 READ TO GROW INC 53 SCHOOL GROUND ROAD BRANFORD CT 06405 N/A PC CHILDHOOD LITERACY PROGRAM 5000 PROVIDENCE COLLEGE 1 CUNNINGHAM SQUARE PROVIDENCE RI 02918 N/A PC NURSING AND HEALTH SCIENCES CENTER 50000 INTENSIVE EDUCATION ACADEMY INC 540 NORTH MAIN STREET WEST HARTFORD CT 06117 N/A PC UPGRADE CAFETERIA AC UNIT 50000 GOODWIN UNIVERSITY ONE RIVERSIDE DRIVE EAST HARTFORD CT 06118 N/A PC NURSING SIMULATION TECHNOLOGY AND TRAINING 75000 NOAH WEBSTER HOUSE INC 227 SOUTH MAIN STREET WEST HARTFORD CT 06107 N/A PC EDUCATION PROGRAMS 10000 HAMDEN HALL SCHOOL INC 1108 WHITNEY AVENUE HAMDEN CT 06517 N/A PC MYSTIC SEAPORT EDUCATIONAL PROGRAM 6000 HORIZONS AT CT STATE NORWALK INC PO BOX 244 NORWALK CT 06853 N/A PC SUMMER PROGRAM 2500 PRESIDENT AND TRUSTEES OF BATES COLLEGE LANE HALL RM 204 2 ANDREWS ROAD LEWISTON ME 04240 N/A PC HOFFMAN FOUNDATION SCHOLARSHIP FUND 250000 COMMUNITY COUNSELING CENTER OF CENTRAL CONNECTICUT INC 53 MUIR AVENUE BRISTOL CT 06010 N/A PC MENTAL HEALTH SERVICES 5000 JACKSON LABORATORY 600 MAIN STREET BAR HARBOR ME 04609 N/A PC RESEARCH 150000 MIDDLESEX HOSPITAL 28 CRESCENT STREET MIDDLETOWN CT 06457 N/A PC NEW AMBULANCE 150000 DANBURY HOSPITAL & NEW MILFORD HOSPITAL FOUNDATION INC 24 HOSPITAL AVENUE DANBURY CT 06810 N/A PC CANCER CENTER RENOVATIONS 50000 GRIFFIN HOSPITAL DEVELOPMENT FUND INC 130 DIVISION STREET DERBY CT 06418 N/A PC EMERGENCY PSYCHIATRIC UNIT 25000 EPARCHY OF ST MARON OF BROOKLYN 109 RAMSEN STREET BROOKLYN NY 11201 N/A PC SAINT SHARBEL SPIRITUAL LIFE CENTER 50000 HOLY FAMILY PASSIONIST RETREAT CENTER 303 TUNXIS ROAD WEST HARTFORD CT 06107 N/A PC RENOVATIONS 50000 CHARTER OAK AMATEUR BOXING ACADEMY 81 POPE PARK HIGHWAY HARTFORD CT 06106 N/A PC FACILITY AND OPERATIONS 25000 HANDS ON HARTFORD INC 55 BARTHOLOMEW AVENUE HARTFORD CT 06106 N/A PC FOOD PANTRY 10000 THE MARY WADE HOME INCORPORATED 118 CLINTON AVENUE NEW HAVEN CT 06513 N/A PC GENERAL SUPPORT 25000 THE DIAPER BANK OF CONNECTICUT INC 370 STATE STREET SUITE 4 NORTH HAVEN CT 06473 N/A PC DIAPER DISTRIBUTION PROGRAM 10000 HORIZONS INC PO BOX 323 SOUTH WINDSOR CT 06266 N/A PC SUMMER CAMP AND PROGRAMS 12000 DOWNTOWN EVENING SOUP KITCHEN INC PO BOX 1478 NEW HAVEN CT 06506 N/A PC DROP-IN AND RESOURCE CENTER CONSTRUCTION 100000 HARTFORD INTERVAL HOUSE INC PO BOX 340207 HARTFORD CT 06134 N/A PC TECHNOLOGY INFRASTRUCTURE 50000 PLAINVILLE COMMUNITY FOOD PANTRY INC 54 SOUTH CANAL STREET PO BOX 233 PLAINVILLE CT 06062 N/A PC PANTRY SUPPORT 10000 HOCKANUM VALLEY COMMUNITY COUNCIL INC 29 NAECK ROAD SUITE 5A VERNON CT 06066 N/A PC MENTAL HEALTH AND SUBSTANCE ABUSE PROGRAM 15000 MY SISTER'S PLACE INC 221 MAIN STREET HARTFORD CT 06106 N/A PC GENERAL SUPPORT 65000 OPERATION FUEL INC 75 CHARTER OAK AVENUE SUITE 1-300 HARTFORD CT 06106 N/A PC ENERGY ASSISTANCE 50000 NEW HORIZONS INC 37 BLISS MEMORIAL ROAD UNIONVILLE CT 06085 N/A PC LIFE ENRICHING PROGRAMS FOR RESIDENTS 8590 HIGH HOPES THERAPEUTIC RIDING INC 36 TOWN WOODS ROAD OLD LYME CT 06371 N/A PC THERAPEUTIC PROGRAMS 10000 IMMACARE INC 168 HUNGERFORD STREET HARTFORD CT 06106 N/A PC MOBILE OUTREACH PROGRAM 10000 ST VINCENT DEPAUL PLACE MIDDLETOWN INC 617 MAIN STREET PO BOX 398 MIDDLETOWN CT 06457 N/A PC SOUP KITCHEN AND COMMUNITY ASSISTANCE PROGRAM 20000 NEW REACH INC PO BOX 8608 NEW HAVEN CT 06534 N/A PC CRISIS SERVICES - EMERGENCY SHELTER AND FOOD SECURITY 20000 HARC INC 500 ASYLUM AVENUE HARTFORD CT 06824 N/A PC PROGRAMS 15000 MAKE-A-WISH FOUNDATION OF CT INC 56 COMMERCE DRIVE TRUMBULL CT 06611 N/A PC FUNDING FOR WISHES 50000 CONNECTICUT FOODSHARE INC 2 RESEARCH PARKWAY WALLINGFORD CT 06492 N/A PC WAREHOUSE UPGRADES 18000 CONNECTICUT ELECTRIC RAILWAY ASSOCIATION INCORPORATED 58 NORTH ROAD PO BOX 360 EAST WINDSOR CT 06088 N/A PC RESTORATION PROJECT 25000 CONNECTICUT FORUM INC 750 MAIN STREET HARTFORD CT 06101 N/A PC SUPPORT FOR 33RD SEASON 10000 ELIZABETH PARK CONSERVANCY INC 1561 ASYLUM AVENUE WEST HARTFORD CT 06117 N/A PC REPAIRS 50000 MYSTIC SEAPORT MUSEUM INC 75 GREENMANVILLE AVENUE MYSTIC CT 06355 N/A PC EXHIBITION SUPPORT 25000 RMHC CTMA 860 HOWARD AVENUE SUITE A NEW HAVEN CT 06519 N/A PC GUEST ROOM EXPANSION PROJECT 50000 THE MARK TWAIN MEMORIAL 351 FARMINGTON AVENUE HARTFORD CT 06105 N/A PC EXHIBITION SUPPORT 20000 AMERICAN MUSEUM TORT LAW INC 654 MAIN STREET WINSTED CT 06098 N/A PC GENERAL SUPPORT 250000 2052090 0 14 31802 14 1994617 18 1275400 0 3301819 0 3301819 0 0 0 0 0 0 0 0 0 0 CBIZ INC. 21424 21424 0 GMO BENCHMARK FREE FUND III 38178288 40407893 GMO QUALITY FUND III 7258557 10354830 GMO MULTI STRATEGY FUND OFFSHORE A AT COST 27884 32707 LEGAL FEES 30636 30636 0 SECURITY DEPOSIT 4350 4350 4350 OFFICE EXPENSE 5108 4658 450 TELEPHONE 4361 4361 0 PAYROLL PROCESSING FEES 3651 3651 0 GMO 156242 156242 0 GREER BENEFIT CONSULTANTS 1350 790 560 FEDERAL INCOME TAX 28500 0 0 STATE INCOME TAX 750 0 750