2025-10-28T09:29:25-04:00 2024-12-31 161385918 NACCA & CAPIZZI LLP 2430 RIDGEWAY AVE STE 1 ROCHESTER NY 14626 990PF 2024-01-01 134016964 ROSE FAMILY FOUNDATION ROSE 5857323937 300 MARKS LANE CHAPEL HILL NC 27516 JAMES ROSE TREASURER 5857323937 2025-10-27 false PETER BUTTRILL CPA P01315035 5852259290 2025-10-27 2024 2025-03-06 01:10:19Z X 4548047 X X 31632 31632 31632 53001 53001 53001 184266 1110151 12446 12446 281345 84633 97079 11183 11183 11183 11183 0 661376 661376 672559 11183 661376 -391214 73450 97079 103201 123368 123368 1204436 1136306 1136306 2642812 2329380 2329380 278168 286667 286667 710644 672326 672326 4939261 4548047 4548047 0 X 4939261 4548047 4939261 4548047 4939261 4548047 4939261 -391214 4548047 4548047 1021 1021 1021 5605 5605 4584 4584 false false false false false false false true true true false false false false true N/A TRILLIUM ASSET MANAGEMENT 6174236655 TWO FINANCIAL CENTER 60 SOUTH STREET BOSTON MA 02111 false false false false false false false false false false false false false false false false false false false false ANN PODLIPNY 98 BIRCH ROAD CHESTER NH 03036 VP/SECRETARY 000.00 0 0 0 SIMON ROSE 1660 TIGERTAIL AVENUE MIAMI FL 33133 DIRECTOR 000.00 0 0 0 JAMES ROSE 300 MARKS LANE CHAPEL HILL NC 27516 TREASURER 000.00 0 0 0 MARIAN ROSE 9 OLD CORNER ROAD BEDFORD NY 10506 DIRECTOR 000.00 0 0 0 DAVID ROSE PO BOX 228 YORK NY 14592 PRESIDENT 000.00 0 0 0 NONE NONE N/A 2329380 1238368 2095299 5663047 5663047 84946 5578101 278905 278905 1021 1021 277884 277884 277884 661376 661376 277884 120103 148712 268815 661376 277884 383492 652307 0 652307 120103 148712 383492 X FARM SANCTUARY 3100 AIKENS ROAD WATKINS GLEN NY 14891 PC GENERAL CHARITABLE 100000 TRANSPLANTING TRADITIONS 2912 B JONES FERRY CHAPEL HILL NC 27516 PC GENERAL CHARITABLE 75000 CLARK FORK COALITION 140 S 4TH STREET MISSOULA MT 59801 PC GENERAL CHARITABLE 50000 BROUHAHA UNLISTED CHAPEL HILL NC 27516 PC GENERAL CHARITABLE 61376 THE CLEO INSTITUTE 2937 SW 27TH AVE MIAMI FL 33133 PC GENERAL CHARITABLE 150000 SENECA LAKE FOUNDATION PO BOX 247 GENEVA NY 14456 PC GENERAL CHARITABLE 75000 CENTRAL NY LYME AND TICK ALLIANCE 131 W SENECA STREET MANILIUS NY 13104 PC GENERAL CHARITABLE 75000 SAVE THE HARBOR 212 NORTHERN AVE BOSTON MA 02210 PC GENERAL CHARITABLE 75000 661376 14 31632 14 2024 50977 15 385 183881 SJF VENTURES III 18 13480 TRILLIUM 18 -1046 TRILLIUM OTHER INCOME 18 12 385 46102 234858 281345 false false false false false false false false false false SCHWAB PURCHASE 1109766 915054 194712 K1 PURCHASE 10831 -10831 LONG-TERM GAIN/LOSS FROM PASS-THROUGH ENTITY 385 385 SCHWAB 2329380 2329380 1136306 1136306 SCHWAB MUTUAL FUNDS FMV 286667 286667 PARTNERSHIPS AND REITS 710644 672326 672326 SJF VENTURES III 13480 13480 TRILLIUM -1046 -1046 TRILLIUM OTHER INCOME 12 12 PORTFOLIO DEDUCTIONS - SJF VENTU MANAGEMENT FEES - TRILLIUM K1 11183 11183