2025-11-15T13:11:36-06:00 2024-12-31 874263919 RICHARD SHULTS CPA 27 HIGHLAND AVE NARRAGANSETT RI 028823204 990PF 2024-01-01 136137869 THE MAX AND MORTON M ROSENFELD FOUNDATION INC MAXA 4014005334 CO R SHULTS 27 HIGHLAND AVENUE NARRAGANSETT RI 02882 MICHAEL ROSENFELD DIRECTOR 4014005334 2025-11-14 1 0 RICHARD SHULTS P00316984 7813662788 2025-11-14 X 2024 2025-03-06 01:10:19Z X 2717370 X 0 X 22 22 24587 24587 38680 94960 38680 59182 59182 0 122471 122471 0 0 0 0 0 1865 0 0 0 6404 4729 0 0 8269 4729 0 0 146500 146500 154769 4729 0 146500 -32298 117742 0 16906 23288 23288 737271 698591 2694082 754177 721879 2717370 0 0 X 0 0 0 0 0 0 754177 721879 754177 721879 754177 -32298 0 721879 0 721879 DFA US SUBSTAINABILITY 2024-12-19 69980 28485 41495 41495 DFA GLOBAL SUSTAINABILITY 2024-12-19 24980 27795 -2815 -2815 38680 1637 0 1637 0 1637 1600 0 0 0 1600 0 37 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 0 0 0 1 N/A RICHARD SHULTS 4014005334 27 HIGHLAND AVENUE NARRAGANSETT RI 02882 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL ROSENFELD C/O R SHULTS 27 HIGHLAND AVENUE NARRAGANSETT RI 02882 DIRECTOR 0.00 0 0 0 NAOMI ROSENFELD C/O R SHULTS 27 HIGHLAND AVENUE NARRAGANSETT RI 02882 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 941988 20496 1708000 2670484 0 0 2670484 40057 2630427 131521 131521 1637 1637 129884 0 129884 0 129884 146500 0 146500 129884 0 0 899 899 146500 0 0 0 129884 16616 0 0 17515 0 0 0 0 0 0 0 17515 899 16616 X BLOCK ISLAND HEALTH SERVICES 6 PAYNE ROAD NEW SHOREHAM RI 02807 PC GENERAL PURPOSES 1000 EMERSON HOSPITAL 133 OLD ROAD CONCORD MA 01742 PC GENERAL PURPOSES 5000 INTERNATIONAL RESCUE COMITTEE 122 EAST 42ND STREET NEW YORK NY 10168 PC UKRAINE AND GAZA AID 16000 PARTNERS IN HEALTH 800 BOYLSTON STREET BOSTON MA 02199 PC GENERAL PURPOSES 8500 UMBRELLA ARTS CENTER 40 STOW STREET CONCORD MA 01742 PC GENERAL PURPOSES 100000 WORLD FOOD KITCHEN 200 MASSACHUSETTS AVE NW WASHINGTON DC 20001 PC ULRAINE AND GAZA AID 16000 146500 0 14 22 14 24587 18 59182 14 38680 0 122471 0 122471 0 0 0 0 0 0 0 0 0 0 INVESTMENT - 395 PARK AVENUE SOUTH AT COST 8379 1708000 DFA US SUBSTAINABILITY AT COST 171672 423077 INTERNATIONAL SUBSTAINABILITY CORE 1 AT COST 128622 163581 VICOR CORP AT COST 28413 48320 DFA EMERGING MKTS AT COST 102000 105470 DFA GLBL SUBSTAINABILITY AT COST 116205 104727 VERT GLOBAL AT COST 35500 32303 DFA TWO-YEAR GLOBAL AT COST 107800 108604 OTHER FEES 275 0 0 0 INVESTMENT FEES 4729 4729 0 0 TAX PREP 1400 0 0 0 395-401 PARK AVENUE SOUTH 59182 59182 NYS TAX 250 0 0 0 FEDERAL TAX 1615 0 0 0