2025-09-19T08:34:37-05:00 2024-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2024-01-01 611733138 Lorber Family Foundation LORB 6172484760 Choate LLP PO Box 961019 Boston MA 02196 Sarah J Lorber Trustee 6172484760 2025-09-09 1 0 Connor Smart P02285543 2078792100 2025-09-09 2024 2025-03-06 01:10:19Z X 36894709 X X 101629 101629 805425 805425 6777283 9432840 6777283 7684337 7684337 0 0 0 37313 0 37313 236747 7433 0 250 0 250 1375 0 1375 275685 7433 38938 1772500 1772500 2048185 7433 1811438 5636152 7676904 4274837 1438936 1438936 0 2728756 2728756 18319947 23415030 23415030 11558088 9311987 9311987 546242 0 0 34699114 36894709 36894709 0 0 X 34699114 36894709 0 0 0 0 34699114 36894709 34699114 36894709 34699114 5636152 0 40335266 3440557 36894709 Publicly Traded Securities P 2997642 2533520 464122 464122 Publicly Traded Securities D 6435198 122037 6313161 6313161 6777283 106709 0 106709 0 106709 0 0 200000 0 200000 X 5982 87309 87309 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A Choate Hall Stewart LLP 6172484760 Two International Place Boston MA 02110 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Margaret Susan Lorber c/o Choate LLP PO Box 961019 Boston MA 02196 Trustee 1.00 0 0 0 Sarah Jane Lorber c/o Choate LLP PO Box 961019 Boston MA 02196 Trustee 2.00 0 0 0 NONE 0 NONE 0 0 36333971 686956 0 37020927 0 0 37020927 555314 36465613 1823281 1823281 106709 106709 1716572 0 1716572 0 1716572 1811438 0 1811438 1716572 0 0 813203 2781802 610225 184399 64570 4454199 1811438 0 0 0 1716572 94866 0 0 4549065 0 0 0 0 0 0 813203 3735862 2781802 610225 184399 64570 94866 X Amelia Ann Adams Whole Life Center 6702 Inglewood Avenue Suite E Stockton CA 95207 N/A PC General Support 50000 American Cancer Society 250 Williams Street NW 400 Atlanta GA 30303 N/A PC General Support 150000 Asian Pacific Environmental Network 1212 Broadway Suite 200 Oakland CA 94612 N/A PC General Support 75000 Biking for a Better World PO Box 3614 Olympic Valley CA 96146 N/A PC General Support 5000 Black Women for Wellness 4340 11th Avenue Los Angeles CA 90008 N/A PC General Support 50000 California Black Power Network 3553 Atlantic Avenue B1240 Los Angeles CA 90807 N/A PC General Support 150000 CalMatters 1017 L Street 261 Sacramento CA 95814 N/A PC General Support 50000 Child Care Law Center PO Box 9066 Berkeley CA 94709 N/A PC General Support 25000 Coalition for Humane Immigrant Rights 2533 West 3rd Street 101 Los Angeles CA 90057 N/A PC General Support 50000 Coleman Advocates 459 Vienna Street San Francisco CA 94112 N/A PC General Support 50000 Eat Learn Play Foundation 647 4th Street Oakland CA 94607 N/A PC General Support 20000 Hale Reservation 80 Carby Street Westwood MA 02090 N/A PC General Support 25000 Healthy Black Families 3356 Adeline Street Berkeley CA 94703 N/A PC General Support 50000 Heluna Health 13300 Crossroads Parkway North 450 City of Industry CA 91746 N/A PC General Support 100000 Jewish Community Center of Greater Rochester 1200 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Learning Institute 600 Centinela Avenue Inglewood CA 90302 N/A PC General Support 100000 Southern California Grantmakers 1000 North Alameda Street 230 Los Angeles CA 90012 N/A PC General Support 75000 Tahoe Area Mountain Biking Association PO Box 13712 South Lake Tahoe CA 96151 N/A PC General Support 10000 Tides Center 1012 Torney Avenue San Francisco CA 94129 N/A PC General Support 150000 Truckee Trails Foundation PO Box 1751 Truckee CA 96160 N/A PC General Support 10000 Vital CXNs 133 Bridge Street Newton MA 02458 N/A PC General Support 25000 1772500 0 14 101629 14 805425 18 6777283 0 7684337 0 7684337 0 0 0 0 0 0 0 0 0 0 15008 shares iShares Barclays 7-10 Year 1387490 1387490 11038 shares iShares TR FLTG Rate NT ETF 561613 561613 2262 shares iShares TR Iboxx USD Invt Grade 241672 241672 10314 shares iShares TR 0-5 year Tips BD ETF 1037588 1037588 93090 shares iShares TR 1-5 Year Invt Grade Coporate 4812753 4812753 16296 shares SPDR Ice PFD Sec ETF 537605 537605 9135 shares Vanguard Scottsdale FDS 733266 733266 6600 shares Aflac Inc 682704 682704 4880 shares Alphabet Inc 929347 929347 3685 shares Amazon.com 808452 808452 2085 shares Amgen Inc 543435 543435 17840 shares Analog Devices Inc 3790287 3790287 10230 shares Apple Inc 2561797 2561797 2000 shares McDonalds Corp 579780 579780 4850 shares Microsoft Corp 2044275 2044275 42551 shares iShares TR Core MSCI EAFE ETF 2990484 2990484 10587 shares iShares Core S&P 500 ETF 6232355 6232355 28185 shares iShares Core S&P Mid Cap ETF 1756207 1756207 4304 shares iShares TR Core S&P Small Cap ETF 495907 495907 2728756 2728756 0 0 Current year unrealized loss on investments 3440557 MA PC filing fee 1375 0 1375 Strategy consultants 37313 0 37313 Foreign taxes on dividends 7433 7433 0 Excise taxes 229314 0 0