2026-03-03T09:42:04-06:00 2025-12-31 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990PF 2025-01-01 862568639 IRVING AND BERNICE LEVINE CHARITABLE FOUNDATION IRVI 6173454762 4536 SOUTH CHELSEA LANE BETHESDA MD 20814 LAURENCE LEVINE TRUSTEE 6173454762 2026-02-27 1 LISA A EXTANCE CPA P01278902 6174399700 2026-03-05 2025 2025-03-06 01:10:19Z X 8379289 X X 3606 3606 232380 232380 1450721 8177694 1450721 1686707 1686707 39571 0 39571 3639 0 3639 3150 0 3150 61839 61839 0 7175 2911 0 170 0 170 115544 64750 46530 470372 470372 585916 64750 516902 1100791 1621957 720638 888193 888193 5987392 6933895 7491096 6708030 7822088 8379289 0 0 X 0 0 0 0 6708030 7822088 6708030 7822088 6708030 7822088 6708030 1100791 13267 7822088 0 7822088 ROCKELLER CAPITAL MANAGEMENT #3526 P 1035 887 148 148 ROCKELLER CAPITAL MANAGEMENT #3526 P 582152 436675 145477 145477 ROCKELLER CAPITAL MANAGEMENT #3526 P 217000 129671 87329 87329 CHARLES SCHWAB #332 P 1330002 1196716 133286 133286 CHARLES SCHWAB #332 P 4351433 3205735 1145698 1145698 CHARLES SCHWAB #914 P 197267 190942 6325 6325 CHARLES SCHWAB #914 P 1464330 1566347 -102017 -102017 CAPITAL GAINS DIVIDENDS P 34475 34475 34475 1450721 22545 0 22545 0 22545 3600 0 0 0 3600 0 18945 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A CHARLES SCHWAB 8005152157 PO BOX 982603 EL PASO TX 799982603 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAURENCE LEVINE 4536 SOUTH CHELSEA LANE BETHESDA MD 20814 TRUSTEE 0.00 39571 0 0 NONE 0 NONE 0 0 7345689 466466 0 7812155 0 0 7812155 117182 7694973 384749 384749 22545 22545 362204 0 362204 0 362204 516902 0 516902 362204 0 0 102356 118933 98733 320022 516902 0 0 0 362204 154698 0 0 474720 0 0 0 0 0 0 0 474720 102356 118933 98733 154698 X BRIGHAM AND WOMEN'S HOSPITAL FBO CARDIOLOGY DEPT 116 HUNTINGTON AVE THIRD FLOOR BOSTON MA 02116 NOT RELATED PC CHARITABLE 84445 FOUNDATION FOR NEUROLOGIC DISEASES 10 STATE STREET NEWBURYPORT MA 01950 NOT RELATED PC CHARITABLE 28148 ISRAEL TENNIS CENTERS FOUNDATION INC 3275 WEST HILLSBORO BOULEVARD SUITE 102 DEERFIELD BEACH FL 33442 NOT RELATED PC CHARITABLE 112593 MACCABI USA 1511 WALNUT STREET SUITE 401 PHILADELPHIA PA 19102 NOT RELATED PC CHARITABLE 112593 NEW ENGLAND SENIOR TENNIS FOUNDATION 67 N QUINSIGAMOND AVE UNIT 23 SHREWSBURY MA 01545 NOT RELATED PC CHARITABLE 20000 UNITED STATES HOLOCAUST MEMORIAL COUNCIL 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC 20024 NOT RELATED PC CHARITABLE 112593 470372 0 14 3606 14 232380 18 1450721 0 1686707 0 1686707 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3150 0 3150 JP MORGAN CHASE/ROCKEFELLER INVESTMENTS AT COST 6933895 7491096 ATTORNEY'S FEES 3639 0 3639 MA PC FILING 70 0 70 STATE FILING 100 0 100 ACCOUNTING ADJUSTMENT 13267 INVESTMENT MANAGEMENT FEES 61839 61839 0 FOREIGN TAXES PAID 2911 2911 0 FEDERAL TAX PAYMENTS 4264 0 0