2026-08-19T13:29:15-05:00 2025-12-31 042805993 NEWBURG & COMPANY LLP 95 SAWYER ROAD SUITE 120 WALTHAM MA 02453 990PF 2025-01-01 471858123 BOGLE FAMILY FOUNDATION BOGL 7812835000 36 CARISBROOKE ROAD WELLESLEY MA 02481 LYNN BOGLE TRUSTEE 7812835000 2026-08-19 1 SARAH E IRONS P01735392 7818844100 2025 2025-03-06 01:10:19Z X 19656539 X X 364233 364233 1264873 1264873 1264873 31142 31142 1660248 1660248 0 0 0 4180 0 0 19023 0 0 23203 0 0 864575 864575 887778 0 864575 772470 1660248 8793 595659 595659 18209069 19060880 19060880 18217862 19656539 19656539 4173954 4840161 4173954 4840161 X 0 0 0 0 14043908 14816378 14043908 14816378 18217862 19656539 14043908 772470 0 14816378 0 14816378 CAPITAL GAINS DIVIDENDS P 1264873 1264873 1264873 1264873 23077 0 23077 0 23077 8000 0 0 0 8000 215 15292 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A JOHN C BOGLE JR 7812835000 36 CARISBROOKE ROAD WELLESLEY MA 02481 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN C BOGLE JR 36 CARISBROOKE ROAD WELLESLEY MA 02481 TRUSTEE 1.00 0 0 0 LYNN I BOGLE 36 CARISBROOKE ROAD WELLESLEY MA 02481 TRUSTEE 10.00 0 0 0 NONE 0 NONE 0 0 18298690 0 0 18298690 0 0 18298690 274480 18024210 901211 901211 23077 23077 878134 0 878134 0 878134 864575 0 864575 878134 0 0 47138 179502 44301 71813 342754 864575 0 0 0 864575 0 13559 13559 329195 0 0 0 0 0 0 0 329195 33579 179502 44301 71813 X ARTISTS ASSOCIATION OF NANTUCKET 24 AMELIA DRIVE NANTUCKET MA 02554 NC GENERAL CONTRIBUTION 1000 BC HOSPITAL 300 LONGWOOD AVE BOSTON MA 02115 NC GENERAL CONTRIBUTION. 25000 BIG BROTHERS BIG SISTERS EAST MA 184 HIGH STREET 3RD FLOOR BOSTON MA 02110 NC GENERAL CONTRIBUTION 10000 BOSTON PREPARATORY CHARTER PUBLIC SCHOOL 885 RIVER ST BOSTON MA 02136 NC GENERAL CONTRIBUTION. 25000 BOYS AND GIRLS CLUB OF BOSTON 200 HIGH ST 3RD FLOOR BOSTON MA 02110 NC GENERAL CONTRIBUTION. 200000 DANA-FARBERBRIGHAM AND WOMEN'S CANCER CENTER 450 BROOKLINE AVE BOSTON MA 02215 NC GENERAL CONTRIBUTION. 50000 JUSTICE AID 2120 KALORAMA ROAD NW UNIT 3 WASHINGTON DC 20008 NC GENERAL CONTRIBUTION 2500 MASS EYE AND EAR 243 CHARLES STREET BOSTON MA 02114 NC GENERAL CONTRIBUTION 25000 MASS GENERAL HOSPITAL 55 FRUIT ST BOSTON MA 02114 NC GENERAL CONTRIBUTION. 100000 NANTUCKET BOYS AND GIRLS CLUB 61 SPARKS AVE NANTUCKET MA 02554 NC GENERAL CONTRIBUTION. 25000 NANTUCKET COMMUNITY SAILING 4 WINTER STREET NANTUCKET MA 02554 NC GENERAL CONTRBUTION 1000 NANTUCKET CONSERVATION FOUNDATION - KAREN GRIP 118 CLIFF RD NANTUCKET MA 02554 NC GENERAL CONTRIBUTION 25000 NANTUCKET COTTAGE HOSPITAL 57 PROSPECT ST NANTUCKET MA 02554 NC GENERAL CONTRIBUTION. 50000 NANTUCKET GOLF CLUB FOUNDATION 250 MILESTONE ROAD SIASCONSET MA 02564 NC GENERAL CONTRIBUTION. 30000 NANTUCKET ISALND SAFE HARBOR FOR ANIMALS 11 CROOKED LN NANTUCKET MA 02554 NC GENERAL CONTRIBUTION 1575 OUR HOUSE NANTUCKET INC PO BOX 2982 NANTUCKET MA 02584 NC GENERAL CONTRIBUTION. 15000 PAN MASS CHALLENGE 77 4TH AVE NEEDHAM MA 02494 NC GENERAL CONTRIBUTION 10000 PIP AND ANCHOR 14 AMELIA DR NANTUCKET MA 02554 NC GENERAL CONTRIBUTION 50000 PRESERVATION HALL NEW ORLEANS 726 ST PETER NEW ORLEANS LA 70116 NC GENERAL CONTRIBUTION 10000 QCAP 1509 HANCOCK ST QUINCY MA 02169 NC GENERAL CONTRIBUTION 1000 ROXBURY LATIN SCHOOL INC 101 SAINT THERESA AVE WEST ROXBURY MA 02132 NC GENERAL CONTRIBUTION. 5000 TENACRE PO BOX 632 PRINCETON NJ 08542 NC GENERAL CONTRIBUTION. 2500 THINK KIDS - MGH BRIGHAM 125 NASHUA STREET 7TH FLOOR SUITE 7100 BOSTON MA 02114 NC GENERAL CONTRIBUTION 50000 VANDERBILT UNIVERSITY 2201 WEST END AVE NASHVILLE TN 37235 NC GENERAL CONTRIBUTION. 50000 VANGUARD CHARITABLE PO BOX 9509 WARWICK RI 02889 NC GENERAL CONTRIBUTION. 100000 864575 0 900001 364233 31142 900001 1264873 1629106 0 31142 1660248 4 DIVIDENDS RECEIVED FROM BROKERAGE ACCOUNT 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4180 0 0 VANGUARD BROKERAGE FMV 19060880 19060880 GOVERNMENT REFUNDS 31142 31142 31142 UNREALIZED LOSS ON INVESTMENTS 4173954 4840161 FEDERAL TAXES 7888 0 0 OTHER TAX EXPENSE 11135 0 0