2026-04-13T14:36:08-05:00 2025-11-30 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2024-12-01 237090080 Elfers Foundation Inc ELFE 6177176370 co Brown Advisory 100 High Street Boston MA 02110 Deborah Elfers Haffenreffer President 6177176370 2026-03-23 1 0 Connor Smart P02285543 2078792100 2026-03-23 2024 2025-03-06 01:10:19Z X 16008641 X 178396 272467 272467 628014 2237511 628014 65040 58610 1143917 959091 0 0 0 286 0 286 7000 3500 3500 60224 47724 12500 1600 0 0 70187 68050 2137 139297 119274 18423 640000 640000 779297 119274 658423 364620 839817 245852 310024 310024 533726 437109 437109 8035699 8440974 8440974 1820229 1991054 1991054 4764494 4829480 4829480 15400000 16008641 16008641 0 0 X 10785625 10785625 0 0 4614375 5223016 15400000 16008641 15400000 16008641 15400000 364620 244021 16008641 0 16008641 Publicly Traded Securities P 1803424 1609497 193927 193927 Pass-Through Partnership Interests P 132573 132573 132573 Capital Gains Dividends P 301514 301514 301514 628014 11673 0 11673 0 11673 19334 0 0 0 19334 0 7661 7661 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MA 1 0 0 0 0 1 N/A Brown Advisory Boston ABP 6177176370 100 High Street 27th Floor Boston MA 02110 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Amelia R Elfers c/o Brown Advisory 100 High Street Boston MA 02110 Director 1.00 0 0 0 William Alexander Haughton c/o Brown Advisory 100 High Street Boston MA 02110 Director 1.00 0 0 0 Eric Muther c/o Brown Advisory 100 High Street Boston MA 02110 Director 1.00 0 0 0 Deborah Elfers Haffenreffer 61 Mount Vernon Street Boston MA 02108 President/Director 5.00 0 0 0 Jane Elfers Muther c/o Brown Advisory 100 High Street Boston MA 02110 Treasurer/Vice President/Director 1.00 0 0 0 Henry Dormitzer c/o Choate LLP Two International Place Boston MA 02110 Secretary/Clerk/Director 1.00 0 0 0 NONE 0 NONE 0 0 10192956 563498 4845474 15601928 0 0 15601928 234029 15367899 768395 768395 11673 936 12609 755786 0 755786 0 755786 658423 0 658423 755786 0 0 38106 64989 103095 658423 0 0 0 658423 0 97363 97363 5732 0 0 0 0 0 0 0 5732 5732 X Alcohol and Drug Freedom Center of Knox County 106 East Gambier Street Mount Vernon OH 43050 N/A PC General Purpose 2500 Boston Athenaeum 10 1/2 Beacon Street Boston MA 02108 N/A PC General Purpose 10000 Brooks School 1160 Great Pond Road North Andover MA 01845 N/A PC General Purpose 25000 Holy Trinity Lutheran Church 592 West Main Street Newark OH 43055 N/A PC General Purpose 5000 Hope Dealer Community PO Box 44434 Columbus OH 43204 N/A PC General Purpose 5000 LISTEN Community Services 60 Hanover Street Lebanon NH 03766 N/A PC General Purpose 10000 Maine Island Trail Association 100 Kensington Street Portland ME 04103 N/A PC General Purpose 10000 Old Dartmouth Historical Society 18 Johhy Cake Hill New Bedford MA 02740 N/A PC New Bedford Whaling Museum 10000 Portland Community Squash 66 Noyes Street Portland ME 04103 N/A PC General Purpose 5000 Prostate Cancer Foundation 1250 Fourth Street 360 Santa Monica CA 94040 N/A PC General Purpose 10000 Sea Change Yoga 175 Lancaster Street 213 Portland ME 04101 N/A PC General Purpose 5000 St Vincent De Paul Center 115 Wilson Street Newark OH 43055 N/A PC General Purpose 2500 The Fessenden School 250 Waltham Street West Newton MA 02465 N/A PC General Purpose 190000 The Hotchkiss School 11 Interlaken Road Lakeville CT 06039 N/A PC General Purpose 300000 The Main Place 112 South 3rd Street Newark OH 43055 N/A PC General Purpose 5000 The Nature Conservancy 4245 Fairfax Drive Arlington VA 22203 N/A PC The Nature Conservancy of Maine chapter 10000 The Refuge Inc PO Box 163173 Columbus OH 43216 N/A PC General Purpose 5000 Trinity Church 206 Clarendon Street Boston MA 02116 N/A PC General Purpose 10000 Woodwell Climate Research Center 149 Woods Hole Road Falmouth ME 02540 N/A PC General Purpose 20000 640000 0 14 272467 18 628014 Income from Pass-through Interests 523000 6430 14 58610 (Recorded on Books) 6430 959091 0 965521 0 0 0 0 0 0 0 0 0 0 X X 1 Harvard College Charitable Lead Trusts 1033 Massachusetts Avenue Cambridge MA 02138 178396 X Tax Preparation 7000 3500 3500 56452.792 shs PMZIX 532914 532914 163652.055 shs IICIX 1458140 1458140 14210.863 shs APHKX 745075 745075 16140.913 shs BAFWK 925036 925036 33112.583 shs BAFJX 394371 394371 41111.768 shs BAFLX 1266654 1266654 62322.761 shs BVALX 951045 951045 73319.324 shs BAFQX 1071195 1071195 14565.585 shs BAUUX 438570 438570 8023.820 shs BAFSX 370620 370620 27506.408 shs GLIFX 508318 508318 2577.000 shs IVV 1770090 1770090 437109 437109 0 0 Greylock XII LP FMV 27870 27870 Greylock 16 LP FMV 1626499 1626499 Commonfund Capital Partners FMV 1089289 1089289 McCrillis Land Association FMV 323288 323288 Global Select Hedged Managers Fund FMV 1762534 1762534 Legal Fees 286 0 286 Pass-Through Investment Expenses 68050 68050 0 D&O Insurance 1137 0 1137 Dues and Subscriptions 1000 0 1000 Income from Pass-through Interests 65040 58610 65040 Unrealized Gains on Investments 244021 Investment Management 35224 35224 0 Administration Services 25000 12500 12500 Excise Taxes 1600 0 0