TY 2025 Form 990PF

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	520,319	574,792	574,792
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	13,794,606	List of Attached Documents: // Content 17,190,692	29,207,742
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	13,824,103	List of Attached Documents: // Content 8,389,663	8,590,383
	14	Land, buildings, and equipment: basis 964,075
		Less: accumulated depreciation (attach schedule) 622,094	358,652	List of Attached Documents: // Content 341,981	341,981
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	28,497,680	26,497,128	38,714,898
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	45,897,580	45,897,580
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	-17,399,900	-19,400,452
	29	Total net assets or fund balances (see instructions).....	28,497,680	26,497,128
	30	Total liabilities and net assets/fund balances (see instructions).	28,497,680	26,497,128

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)	(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)
1 a	JP MORGAN CHASE - 5008	P	2025-12-31
b	JP MORGAN CHASE - 5008	P	2025-12-31
c	JP MORGAN CHASE - 8008	P	2025-12-31
d	JP MORGAN CHASE - 8008	P	2025-12-31
e

(e) Gross sales price	(f) Depreciation allowed (or allowable)	(h) Gain or (loss) (e) plus (f) minus (g)
a	175,854	185,891	-10,037
b	158,155	173,408	-15,253
c	5,318,542	5,210,841	107,701
d	3,700,575	3,234,776	465,799
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	548,210
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 .........................	3

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	17,575
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	17,575
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	17,575
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	16,000
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	6,100
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............	7	22,100
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.	8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......	9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...	10	4,525
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax4,525	Refunded	11	0
	For Refunded amount, also complete and attach Form 8050. See instructions.

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
LINDA S WAINTRUP	SECRETARY 4.00	0	0	0
ONE WASHINGTON STREET 201 WELLESLEY,MA02481
ELLEN S JAFFE	TRUSTEE 4.00	0	0	0
ONE WASHINGTON STREET 201 WELLESLEY,MA02481
JENNIFER S HERMAN	TRUSTEE 4.00	0	0	0
ONE WASHINGTON STREET 201 WELLESLEY,MA02481
JONATHAN M SEGAL	TRUSTEE 4.00	0	0	0
ONE WASHINGTON STREET 201 WELLESLEY,MA02481

		(a) Corpus	(b) Years prior to 2024	(c) 2024	(d) 2025
1 Distributable amount for 2025 from Part X, line 7					1,848,665
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2025:
a From 2020......	547,401
b From 2021......	36,911
c From 2022......	569,352
d From 2023......	1,735,650
e From 2024......	1,242,536
f Total of lines 3a through e ........		4,131,850
4Qualifying distributions for 2025 from Part
XI, line 4: $ 3,218,239
a Applied to 2024, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions) .....			0
c Treated as distributions out of corpus (Election required—see instructions) ........		0
d Applied to 2025 distributable amount.....					1,848,665
e Remaining amount distributed out of corpus		1,369,574
5 Excess distributions carryover applied to 2025.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		5,501,424
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2024. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2025. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2026 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2020 not applied on line 5 or line 7 (see instructions) ...		547,401
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......		4,954,023
10 Analysis of line 9:
a Excess from 2021 ....	36,911
b Excess from 2022 ....	569,352
c Excess from 2023 ....	1,735,650
d Excess from 2024 ....	1,242,536
e Excess from 2025 ....	1,369,574

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ABILITIES DANCE 2 STRATHMORE RD APT 3 BROOKLINE,MA02445	NONE		GENERAL PURPOSES OF THE ORGANIZATION	25,000
ACCESSPORTAMERICA 119 HIGH STREET ACTON,MA01720	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
ARTISTS FOR HUMANITY 100 W 2ND STREET BOSTON,MA02127	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
BAY COVE HUMAN SERVICES 66 CANAL STREET BOSTON,MA02114	NONE		GENERAL PURPOSES OF THE ORGANIZATION	10,000
BEST BUDDIES INTERNATIONAL INC 100 SOUTHEAST SECOND STREET SUITE 2200 MIAMI,FL33131	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
BETH ISRAEL DEACONESS HOSPITAL 330 BROOKLINE AVE BOSTON,MA02215	NONE		GENERAL PURPOSES OF THE ORGANIZATION	870,000
BIKES NOT BOMBS 284 AMORY STREET JAMAICA PLAIN,MA02130	NONE		GENERAL PURPOSES OF THE ORGANIZATION	25,000
BOSTON CHILDREN'S CHORUS 186 LINCOLN STREET SUITE 401 BOSTON,MA02111	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
BOSTON COMMUNITY PEDIATRICS INC 527 ALBANY STREET SUITE 200 BOSTON,MA02118	NONE		GENERAL PURPOSES OF THE ORGANIZATION	32,500
BOSTON DEBATE LEAGUE 1542 TREMONT STREET BOSTON,MA02120	NONE		GENERAL PURPOSES OF THE ORGANIZATION	30,000
BOSTON HIGHER EDUCATION RESOURCE CENTER 62 NORTHAMPTON STREET BOSTON,MA02118	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
BOSTON IMPACT INITIATIVE FUND PO BOX 300443 JAMAICA PLAIN,MA02130	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
BOSTON MEDICAL CENTER ONE BOSTON MEDICAL CENTER PLACE BOSTON,MA02118	NONE		GENERAL PURPOSES OF THE ORGANIZATION	30,000
BOSTON MUSIC PROJECT PO BOX 180772 BOSTON,MA02118	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
BOSTON SYMPHONY ORCHESTRA INC 301 MASSACHUSETTS AVE BOSTON,MA02115	NONE		GENERAL PURPOSES OF THE ORGANIZATION	55,000
BREAST CANCER RESEARCH FOUNDATION 60 EAST 56TH STREET 8TH FLOOR NEW YORK,NY10022	NONE		GENERAL PURPOSES OF THE ORGANIZATION	25,000
BRIDGE OVER TROUBLED WATERS 47 WEST STREET BOSTON,MA02111	NONE		GENERAL PURPOSES OF THE ORGANIZATION	10,000
BRIGHAM & WOMENS HOSPITAL 77 FRANCIS STREET BOSTON,MA02115	NONE		GENERAL PURPOSES OF THE ORGANIZATION	15,000
BRIMMER AND MAY SCHOOL 69 MIDDLESEX ROAD CHESTNUT HILL,MA02467	NONE		GENERAL PURPOSES OF THE ORGANIZATION	101,000
BUILD BOSTON 198 TREMONT STREET 251 BOSTON,MA02116	NONE		GENERAL PURPOSES OF THE ORGANIZATION	25,000
CAMBRIDGE MULTICULTURAL ARTS CENTER 41 SECOND STREET CAMBRIDGE,MA02141	NONE		GENERAL PURPOSES OF THE ORGANIZATION	30,000
CENTRAL SQUARE THEATRE INC 450 MASSACHUSETTS AVENUE CAMBRIDGE,MA02139	NONE		GENERAL PURPOSES OF THE ORGANIZATION	15,000
CHALLENGED ATHLETES INC 9591 WAPLES ST SAN DIEGO,CA92121	NONE		GENERAL PURPOSES OF THE ORGANIZATION	1,500
CHICA PROJECT 1266 FURNACE BROOK PARKWAY SUITE 410 QUINCY,MA02169	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
CHILDREN'S ONCOLOGY SUPPORT FUND 8335 SUNSET BLVD SUITE 207 LOS ANGELES,CA90046	NONE		GENERAL PURPOSES OF THE ORGANIZATION	6,000
CITY BALLET OF BOSTON INC 284 AMORY STREET JAMAICA PLAIN,MA02130	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
COLUMBIA UNIVERSITY IRVING MEDICAL CENTER 630 WEST 168TH STREET NEW YORK,NY10032	NONE		GENERAL PURPOSES OF THE ORGANIZATION	2,000
COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON,MA02110	NONE		GENERAL PURPOSES OF THE ORGANIZATION	100,000
COMMUNITY DEVELOPMENT PARTNERSHIP 260 CRANBERRY HWY UNIT 1 ORLEANS,MA02653	NONE		GENERAL PURPOSES OF THE ORGANIZATION	10,000
DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON,MA02215	NONE		GENERAL PURPOSES OF THE ORGANIZATION	15,000
EMPATH 423 BROOKLINE AVE SUITE 223 BOSTON,MA02215	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
ENGLISH FOR NEW BOSTONIANS INC 185 DEVONSHIRE ST STE 700 BOSTON,MA02110	NONE		GENERAL PURPOSES OF THE ORGANIZATION	25,000
EXCEPTIONAL LIVES 77 HEATH STREET BROOKLINE,MA02445	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
FAMILIES FIRST PARENTING PROGRAMS INC 50 HUNT STREET SUITE 320 WATERTOWN,MA02472	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
FAMILYAID BOSTON 3815 WASHINGTON STREET BOSTON,MA02130	NONE		GENERAL PURPOSES OF THE ORGANIZATION	25,000
FIRST TEACHER (THIRD SECTOR NEW ENGLAND) SUITE 700 BOSTON,MA02111	NONE		GENERAL PURPOSES OF THE ORGANIZATION	10,000
FOUND IN TRANSLATION INC 1532B DORCHESTER AVENUE DORCHESTER,MA02122	NONE		GENERAL PURPOSES OF THE ORGANIZATION	25,000
FRESH FILMS DREAMING TREE FOUNDATION DBA 639 38TH STREET ROCK ISLAND,IL61201	NONE		GENERAL PURPOSES OF THE ORGANIZATION	15,000
FRIENDS OF THE ISRAEL DEFENSE FORCES PO BOX 4224 NEW YORK,NY10163	NONE		GENERAL PURPOSES OF THE ORGANIZATION	12,000
FULL SPECTRUM FEATURES 1517 W FULLERTON AVE FLOOR 2 CHICAGO,IL60614	NONE		GENERAL PURPOSES OF THE ORGANIZATION	39,250
GATEWAY ARTS 60-62 HARVARD ST BROOKLINE,MA02445	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
GILBTQ LEGAL ADVOCATES & DERFENDERS 18 TREMONT STREEET SUITE 950 BOSTON,MA02108	NONE		GENERAL PURPOSES OF THE ORGANIZATION	10,000
HOPEWELL INC 3 ALLIED DRIVE SUITE 308 DEDHAM,MA02026	NONE		GENERAL PURPOSES OF THE ORGANIZATION	25,000
HORIZONS FOR HOMELESS CHILDREN 1785 COLUMBUS AVENUE ROXBURY,MA02119	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
HOSPITAL FOR SPECIAL SURGERY HOSPITAL FOR SPECIAL SURGERY 535 E 70TH ST NEW YORK,NY10021	NONE		GENERAL PURPOSES OF THE ORGANIZATION	7,500
HUNTINGTON THEATER 560 HARRISON AVENUE BOSTON,MA02118	NONE		GENERAL PURPOSES OF THE ORGANIZATION	70,000
ICAHN SCHOOL OF MEDICINE AT MT SINAI 1 GUSTAVE L LEVY PLACE NEW YORK,NY10029	NONE		GENERAL PURPOSES OF THE ORGANIZATION	10,000
IF INNOVATION FOUNDATION 7019 N FIGUEROA STREET LOS ANGELES,CA90042	NONE		GENERAL PURPOSES OF THE ORGANIZATION	10,000
JEREMIAH PROGRAM 130 WARREN STREET BOSTON,MA02119	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
JEWISH FEDERATION OF PALM BEACH COUNTY ONE HARVARD CIRCLE SUITE 100 WEST PALM BEACH,FL33409	NONE		GENERAL PURPOSES OF THE ORGANIZATION	34,000
JEWISH VOCATIONAL SERVICE INC 333 NAHANTON STREET NEWTON,MA02459	NONE		GENERAL PURPOSES OF THE ORGANIZATION	25,000
JULIE'S FAMILY LEARNING PROGRAM INC 133 DORCHESTER STREET BOSTON,MA02127	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
KCRW 1900 PICO BLVD SANTA MONICA,CA90405	NONE		GENERAL PURPOSES OF THE ORGANIZATION	750
LAWYERS FOR CIVIL RIGHTS 61 BATTERYMARCH STREET BOSTON,MA02110	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
LEADERSHIP ENTERPRISE FOR A DIVERSE AMERICA 315 W 39TH STREET SUITE 607 NEW YORK,NY10018	NONE		GENERAL PURPOSES OF THE ORGANIZATION	1,500
LOS ANGELES COUNTY MUSUEM OF ART (LACMA) 5905 WILSHIRE BOULEVARD LOS ANGELES,CA90036	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
MAB COMMUNITY SERVICES 200 IVY ST BROOKLINE,MA02446	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
MANCHESTER SUMMER CHAMBER MUSIC PO BOX 467 IPSWICH,MA01938	NONE		GENERAL PURPOSES OF THE ORGANIZATION	5,000
MASSART FOUNDATION 621 HUNTINGTON AVE BOSTON,MA02115	NONE		GENERAL PURPOSES OF THE ORGANIZATION	25,000
MIT MEDIA LAB 77 MASS AVE E14-E15 CAMBRIDGE,MA02139	NONE		GENERAL PURPOSES OF THE ORGANIZATION	30,000
MOTHERS FOR JUSTICE AND EQUALITY 2201 WASHINGTON STREET BOSTON,MA02119	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
MUSUEM OF FINE ARTS BOSTON 465 HUNTINGTON AVENUE BOSTON,MA02115	NONE		GENERAL PURPOSES OF THE ORGANIZATION	382,000
MY LIFE MY CHOICE 209 COLUMBUS AVE SUITE 301 BOSTON,MA02116	NONE		GENERAL PURPOSES OF THE ORGANIZATION	30,000
NEIGHBORHOOD VILLAGES PO BOX 240154 BOSTON,MA02124	NONE		GENERAL PURPOSES OF THE ORGANIZATION	25,000
NEW COMMONWEALTH RACIAL EQUITY & SOCIAL JUSTICE FUND PO BOX 843027 BOSTON,MA02284	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
NORTON MUSEUM OF ART 1450 S DIXIE HWY WEST PALM BEAC,FL33401	NONE		GENERAL PURPOSES OF THE ORGANIZATION	5,000
NYU LANGONE 550 FIRST AVENUE NEW YORK,NY10016	NONE		GENERAL PURPOSES OF THE ORGANIZATION	10,000
ONE FAMILY INC 423 WEST BROADWAY SUITE 402 BOSTON,MA02127	NONE		GENERAL PURPOSES OF THE ORGANIZATION	30,000
ORIGINATION INC 3708 WASHINGTON STREET JAMAICA PLAIN,MA02130	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
PALM BEACH CIVIC ASSOCIATION 139 N COUNTY ROAD SUITE 33 PALM BEACH,FL33480	NONE		GENERAL PURPOSES OF THE ORGANIZATION	5,000
PALM BEACH POLICE AND FIRE FOUNDATION 139 N COUNTY ROAD SUITE 26 PALM BEACH,FL33480	NONE		GENERAL PURPOSES OF THE ORGANIZATION	15,000
PALM BEACH ZOO AND CONSERVATION SOCIETY 1301 SUMMIT BLVD WEST PALM BEACH,FL33405	NONE		GENERAL PURPOSES OF THE ORGANIZATION	5,000
PARTNERS FOR PEDIATRIC VISION 6285 E SPRING STREET SUITE 370 LONG BEACH,CA90808	NONE		GENERAL PURPOSES OF THE ORGANIZATION	15,000
PARTNERS FOR YOUTH WITH DISABILITIES INC 5 MIDDLESEX AVENUE SUITE 307 SOMERVILLE,MA02145	NONE		GENERAL PURPOSES OF THE ORGANIZATION	25,000
PERKINS SCHOOL FOR THE BLIND 175 N BEACON STREET WATERTOWN,MA02472	NONE		GENERAL PURPOSES OF THE ORGANIZATION	30,000
PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 1055 COMMONWEALTH AVENUE BOSTON,MA02215	NONE		GENERAL PURPOSES OF THE ORGANIZATION	5,000
PRESIDENT AND FELLOWS OF HARVARD GOLLEGE 1033 MASSACHUSETTS AVE STE 3 CAMBRIDGE,MA02138	NONE		GENERAL PURPOSES OF THE ORGANIZATION	10,000
PROMISE FUND OF FLORIDA 477 S ROSEMARY AVE STE 226 WEST PALM BEACH,FL33401	NONE		GENERAL PURPOSES OF THE ORGANIZATION	15,000
RAW ART WORKS 37 CENTRAL SQUARE LYNN,MA01901	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
ROCA INC 29 SCHOOL STREET SPRINGFIELD,MA01105	NONE		GENERAL PURPOSES OF THE ORGANIZATION	35,000
TEAM IMPACT 500 VICTORY RD 3RD FLOOR QUINCY,MA02171	NONE		GENERAL PURPOSES OF THE ORGANIZATION	35,000
THE ACADEMY MUSEUM OF MOTION PICTURES 6067 WILSHIRE BOULEVARD LOS ANGELES,CA90036	NONE		GENERAL PURPOSES OF THE ORGANIZATION	1,000
THE MUSEUM OF CONTEMPORARY ART 250 SOUTH GRAND AVENUE LOS ANGELES,CA90012	NONE		GENERAL PURPOSES OF THE ORGANIZATION	30,000
THE UPWARD PROJECT 65 MORA ST DORCHESTER CENTER,MA02124	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
THEATER OFFENSIVE INC 551 TREMONT STREET BOSTON,MA02116	NONE		GENERAL PURPOSES OF THE ORGANIZATION	50,000
TOWN OF PALM BEACH UNITED WAY 44 COCOANUT ROW M201 PALM BEACH,FL33480	NONE		GENERAL PURPOSES OF THE ORGANIZATION	25,000
UNITED WAY OF PALM BEACH COUNTY INC 477 S ROSEMARY AVE SUITE 230 WEST PALM BEACH,FL33401	NONE		GENERAL PURPOSES OF THE ORGANIZATION	2,500
US HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PI SW WASHINGTON,DC20024	NONE		GENERAL PURPOSES OF THE ORGANIZATION	2,500
WAYPOINT ADVENTURES 453 CONCORD AVE LEXINGTON,MA02421	NONE		GENERAL PURPOSES OF THE ORGANIZATION	20,000
WELCOME HOME INC 2120 BUSINESS LOOP 70 EAST COLUMBIA,MO65201	NONE		GENERAL PURPOSES OF THE ORGANIZATION	5,000
WOMEN'S MONEY MATTERS 6 LIBERTY SQ PO BOX 2697 BOSTON,MA02109	NONE		GENERAL PURPOSES OF THE ORGANIZATION	15,000
Total ................................. 3a				3,146,000

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	0
2	Check .................
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	877,499		877,499
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		548,210
b	Gross sales price for all assets on line 6a 9,353,126
7	Capital gain net income (from Part IV, line 2)...			548,210
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	1,425,709		1,425,709
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	20,270	20,270	0
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	193,892	121,652	72,239
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	19,430	19,430	0
19	Depreciation (attach schedule) and depletion...	List of Attached Documents: // Content	16,671	0
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	13,998	0	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	264,261		161,352	72,239
25	Contributions, gifts, grants paid.......	3,146,000			3,146,000
26	Total expenses and disbursements. Add lines 24 and 25 ................	3,410,261		161,352	3,218,239
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-1,984,552
b	Net investment income (if negative, enter -0-)			1,264,357
c	Adjusted net income (if negative, enter -0-)...

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			-10,037
b			-15,253
c			107,701
d			465,799
e

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
JENNIFER SEGEL	CONSULTING	71,050
425 CLINTON ROAD BROOKLINE,MA02445	CONSULTING	71,050

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2025	(b) 2024	(c) 2023	(d) 2022	(e) Total

b 85% (0.85) of line 2a .......
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, 3b, or 3c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			18	877,499
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	548,210
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		1,425,709	0


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

bApproved for future payment

Total ................................. 3b				0

Paid Preparer Use Only	Preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense
FURNITURE AND FIXTURES	2002-12-15	4,882	4,698	200DB	5.000000000000	0
EQUIPMENT	2006-12-11	430	398	200DB	5.000000000000	0
OFFICE RENOVATION	2002-12-15	31,637	31,637	200DB	5.000000000000	0
OFFICE EQUIPMENT	2002-11-18	1,290	1,290	200DB	5.000000000000	0
OFFICE EQUIPMENT	2003-01-14	6,036	6,036	200DB	5.000000000000	0
FURNITURE AND FIXTURES	2007-06-30	51,761	51,761	200DB	5.000000000000	0
EQUIPMENT	2007-03-06	51,988	51,988	200DB	5.000000000000	0
EQUIPMENT	2007-09-12	28,125	28,125	200DB	5.000000000000	0
COMPUTERS	2007-11-06	8,985	8,985	200DB	5.000000000000	0
LEASEHOLD IMPROVEMENT	2007-07-01	650,183	291,048	SL	39.000000000000	16,671
FURNITURE AND FIXTURES	2007-07-01	112,570	112,570	200DB	7.000000000000	0
OFFICE EQUIPMENT	2008-07-01	16,887	8,443	200DB	5.000000000000	0

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
MEMBERSHIP FEES	7,620	0		0
WEBSITE DEVELOPMENT	4,800	0		0
FRANCHISE TAX/MA FORM PC	1,025	0		0
SHIPPING	553	0		0

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES	1,189	0	1,189
CONSULTING	71,050	0	71,050
ADVISORY	121,653	121,652	0

Name	Address
ESTATE OF CARL J SHAPIRO	ONE WASHINGTON STEET SUITE 201 WELLESLEY,MA02481
RUTH SHAPIRO 2007 TRUST	ONE WASHINGTON STEET SUITE 201 WELLESLEY,MA02481

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

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