2025-02-18T17:52:03-06:00 2024-10-31 882730877 CHERRY BEKAERT ADVISORY LLC 1850 TOWERS CRESCENT PLAZA SUITE 200 TYSONS CORNER VA 22182 990PF 2023-11-01 046115409 MARILYN & MIKE GROSSMAN FOUNDATION C/O GROSSMAN FAMILY OFFICE MARI 8023246344 44 IRVING STREET UNIT C CAMBRIDGE MA 02138 NANCY L GROSSMAN TRUSTEE 8023246344 2025-02-17 1 0 GARY WEINMAN P01059267 7035064440 2023 2025-03-06 01:10:19Z X 1540287 X X 7 7 38522 38522 78037 94012 78037 116566 116566 0 0 0 5915 1479 0 3296 3296 0 886 498 0 2588 0 0 642 0 0 13327 5273 0 78848 78848 92175 5273 78848 24391 111293 13043 10873 10873 1044624 1071185 1529414 1057667 1082058 1540287 0 0 X 1057667 1082058 1057667 1082058 1057667 1082058 1057667 24391 0 1082058 0 1082058 VANGUARD TOTAL STOCK MARKET INDEX P 2024-04-15 30000 5609 24391 24391 VANGUARD TOTAL STOCK MARKET INDEX P 2024-09-10 60000 10366 49634 49634 CALAMOS MARKET NEUTRAL P 2023-12-21 4012 4012 4012 78037 1547 0 1547 0 1547 1280 0 0 0 1280 0 267 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A THERESE BERGER 7817890936 44 IRVING STREET UNIT C CAMBRIDGE MA 02138 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NANCY L GROSSMAN 44 IRVING STREET UNIT C CAMBRIDGE MA 02138 TRUSTEE 1.00 0 0 0 JOANNE G PEARLMAN 4035 83RD AVE SE MERCER ISLAND WA 98040 TRUSTEE 1.00 0 0 0 JAMES B GROSSMAN 54 CENTRAL AVENUE SOUTH BURLINGTON VT 05403 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1626042 18107 0 1644149 0 0 1644149 24662 1619487 80974 80974 1547 1547 79427 0 79427 0 79427 78848 0 78848 79427 78848 0 0 78848 78848 0 0 0 0 0 0 0 0 0 0 0 79427 0 0 0 X ABRAHAM INITIATIVES 1460 BROADWAY NEW YORK NY 10036 NONE PUBLIC CHARITY GENERAL SUPPORT 600 ABRAHAM INITIATIVES 1460 BROADWAY NEW YORK NY 10036 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH STREET NEW YORK NY 10018 NONE PUBLIC CHARITY GENERAL SUPPORT 12400 AMERICAN PARKINSONS DISEASE ASSOCIATION 135 PARKINSON AVENUE STATEN ISLAND NY 10305 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 BASIC NEEDS 9 MERIAM STREET LEXINGTON MA 02420 NONE PUBLIC CHARITY GENERAL SUPPORT 500 BATES COLLEGE NORDIC SKIING 2 ANDREWS RD LEWISTON ME 04240 NONE PUBLIC CHARITY GENERAL SUPPORT 500 BAY TO SOUND NEIGHBORS PO BOX 1505 S DENNIS MA 02660 NONE PUBLIC CHARITY GENERAL SUPPORT 100 BETHEL FOOD PANTRY 141 GREENWOOD AVE BETHEL CT 06801 NONE PUBLIC CHARITY GENERAL SUPPORT 200 BOYS & GIRLS CLUB - IAN DEGROOT MEMORIAL SCHOLARSHIP 233 WARREN AVE BROCKTON MA 02301 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 CAPE COD SYNAGOGUE 145 WINTER ST HYANNIS MA 02601 NONE PUBLIC CHARITY GENERAL SUPPORT 500 CHAMPLAIN HOUSING TRUST 88 KING ST BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL SUPPORT 350 CHANGING PERSPECTIVES 1698 POST RD E WESTPORT CT 06880 NONE PUBLIC CHARITY GENERAL SUPPORT 3000 COLBY COLLEGE 4320 MAYFLOWER HILL WATERVILLE ME 04901 NONE PUBLIC CHARITY GENERAL SUPPORT 500 COLGATE UNIVERSITY 14 OAK DRIVE HAMILTON NY 13346 NONE PUBLIC CHARITY GENERAL SUPPORT 2500 CONGREGATION SHIR SHALOM PO BOX 526 WOODSTOCK VT 05091 NONE PUBLIC CHARITY GENERAL SUPPORT 1500 CRAFTSBURY OUTDOOR CENTER 535 LOST NATION RD CRAFTSBURY COMMON VT 05827 NONE PUBLIC CHARITY GENERAL SUPPORT 300 CRZ-CITIZENS FOR RESPONSIBLE ZONING 450 BROOKLINE AVE BOSTON MA 02215 NONE PUBLIC CHARITY GENERAL SUPPORT 350 DANA FARBER MARATHON CHALLENGE 450 BROOKLINE AVE BOSTON MA 02215 NONE PUBLIC CHARITY GENERAL SUPPORT 600 FELLOWSHIP OF THE WHEEL PO BOX 1566 WILLISTON VT 05495 NONE PUBLIC CHARITY GENERAL SUPPORT 200 FOUNDATION FIGHTING BLINDNESS 7168 COLUMBIA GATEWAY DRIVE SUITE 100 COLUMBIA MD 21046 NONE PUBLIC CHARITY GENERAL SUPPORT 300 GLADNEY CENTER 6300 JOHN RYAN DRIVE FORT WORTH TX 76132 NONE PUBLIC CHARITY GENERAL SUPPORT 500 HEBRON ACADEMY PO BOX 309 HERRON ME 04238 NONE PUBLIC CHARITY GENERAL SUPPORT 500 HOLOCAUST MEMORIAL MUSEUM 200 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 NONE PUBLIC CHARITY GENERAL SUPPORT 250 INTEGRATED ARTS ACADEMY 6 ARCHIBALD ST BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL SUPPORT 100 INTEGRATED ARTS ACADEMY 6 ARCHIBALD ST BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL SUPPORT 500 JALSA - JEWISH ALLIANCE FOR LAW & SOCIAL ACTION 11 BEACON ST SUITE 722 BOSTON MA 02108 NONE PUBLIC CHARITY GENERAL SUPPORT 100 JEWISH COMMUNITIES OF VERMONT 212 BATTERY STREET BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL SUPPORT 500 JEWISH DAY SCHOOL OF METROPOLITAN SEATTLE 15749 NE 4TH STREET BELLEVUE WA 98008 NONE PUBLIC CHARITY GENERAL SUPPORT 1300 KIDS ON THE BALL 19 LINDENWOOD DR SOUTH BURLINGTON VT 05403 NONE PUBLIC CHARITY GENERAL SUPPORT 500 KING STREET CENTER 87 KING ST BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 MANSFIELD NORDIC SKI CLUB PO BOX 234 UNDERHILL CENTER VT 05490 NONE PUBLIC CHARITY GENERAL SUPPORT 700 MIDDLEBURY COLLEGE 14 OLD CHAPEL ROAD MIDDLEBURY VT 05753 NONE PUBLIC CHARITY GENERAL SUPPORT 100 MIDDLESEX SCHOOL 1400 LOWELL ROAD CONCORD MA 01742 NONE PUBLIC CHARITY GENERAL SUPPORT 100 NAN PROJECT 125 HARTWELL AVE LEXINGTON MA 02421 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 NATUN - GUATEMALA C DEL RASTRO PANAJACHEL GT 07010 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 NEW ENGLAND NORDIC SKI ASSOCIATION 49 PINELAND DRIVE SUITE 301A NEW GLOUCESTER ME 04260 NONE PUBLIC CHARITY GENERAL SUPPORT 250 NEW ISRAEL FUND 6 E 39TH ST STE 301 NEW YORK NY 10016 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 NORTH AMERICAN FAMILY INSTITUTE 10 HARBOR STREET DANVERS MA 01923 NONE PUBLIC CHARITY GENERAL SUPPORT 3000 OLD SPOKES HOME 331 N WINOOSKI AVE BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 PALESTINE CHILDRENS' RELIEF FUND 360 E 2ND ST STE 710 LOS ANGELES CA 900124240 NONE PUBLIC CHARITY GENERAL SUPPORT 1736 PJ LIBRARY OF VERMONT 67 HUNT STREET SUITE 100 AGAWAM MA 01001 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 PLANNED PARENTHOOD PO BOX 97166 WASHINGTON DC 200907166 NONE PUBLIC CHARITY GENERAL SUPPORT 300 REFUGE POINT 89 SOUTH STREET SUITE 802 BOSTON MA 02111 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 SEATTLE ACADEMY OF ARTS & SCIENCES 1201 E UNION ST SEATTLE WA 98122 NONE PUBLIC CHARITY GENERAL SUPPORT 200 SMILE TRAIN 633 THIRD AVENUE 9TH FLOOR NEW YORK NY 10017 NONE PUBLIC CHARITY GENERAL SUPPORT 400 ST JOSEPH'S INDIAN SCHOOL 1301 N MAIN ST CHAMBERLAIN SD 57325 NONE PUBLIC CHARITY GENERAL SUPPORT 100 TEMPLE ISRAEL 477 LONGWOOD AVENUE BOSTON MA 02215 NONE PUBLIC CHARITY GENERAL SUPPORT 4000 TEMPLE SINAI 500 SWIFT STREET SOUTH BURLINGTON VT 05403 NONE PUBLIC CHARITY GENERAL SUPPORT 3000 UNIVERSITY COOPERATIVE SCHOOL 500 SWIFT STREET SOUTH BURLINGTON VT 05403 NONE PUBLIC CHARITY GENERAL SUPPORT 700 UPSTANDER PROJECT 25 HAVERFORD STREET BOSTON MA 02130 NONE PUBLIC CHARITY GENERAL SUPPORT 500 VERMONT COMMUNITY FOUNDATION 3 COURT ST MIDDLEBURY VT 05753 NONE PUBLIC CHARITY GENERAL SUPPORT 500 VERMONT FOOD BANK 33 PARKER RD BARRE VT 05641 NONE PUBLIC CHARITY GENERAL SUPPORT 538 VERMONT LAND TRUST 8 BAILEY AVE MONTPELIER VT 05602 NONE PUBLIC CHARITY GENERAL SUPPORT 200 VERMONT PUBLIC RADIO 365 TROY AVENUE COLCHESTER VT 05446 NONE PUBLIC CHARITY GENERAL SUPPORT 400 WILLIAMS COLLEGE ANNUAL FUND 31 SAINT JAMES AVE 730 BOSTON MA 02116 NONE PUBLIC CHARITY GENERAL SUPPORT 500 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 NONE PUBLIC CHARITY GENERAL SUPPORT 500 ZACH'S PLACE 73 CENTRAL STREET SUITE A PO BOX 634 WOODSTOCK VT 05091 NONE PUBLIC CHARITY GENERAL SUPPORT 500 SPECIAL OLYMPICS-PENGUIN PLUNGE 512 FOREST STREET MARLBOROUGH MA 01752 NONE PUBLIC CHARITY GENERAL SUPPORT 150 CITIZENS CLIMATE EDUCATION 1132 RUSSELL AVENUE LOS ALTOS CA 94021 NONE PUBLIC CHARITY GENERAL SUPPORT 500 CENTRAL VERMONT REFUGEE ACTION NETWORK PO BOX 910 MONTPELIER VT 05601 NONE PUBLIC CHARITY GENERAL SUPPORT 100 JEWISH COMMUNITY CENTER OF GREATER BOSTON 333 NAHANTON STREET NEWTON MA 02459 NONE PUBLIC CHARITY GENERAL SUPPORT 160 TEMPLE EMANUEL 385 WARD STREET NEWTON MA 02459 NONE PUBLIC CHARITY GENERAL SUPPORT 1484 J STREET PO BOX 66073 WASHINGTON DC 20035 NONE PUBLIC CHARITY GENERAL SUPPORT 100 NORTH AMERICAN FAMILY INSTITUTE-SENIOR 90 MAPLE STREET UNIT 2 STONEHAM MA 02180 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 ST JUDE CHILDRENS RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE PUBLIC CHARITY GENERAL SUPPORT 100 JEWISH FEDERATION-UKRAINE 25 BROADWAY 17TH FLOOR NEW YORK NY 10004 NONE PUBLIC CHARITY GENERAL SUPPORT 600 JCAM CHARITABLE FOUNDATION 60 KENDRICK STREET 100 NEEDHAM MA 02494 NONE PUBLIC CHARITY GENERAL SUPPORT 350 FRIENDS OF THE BROOKLINE RESERVOIR 92 DUDLEY STREET BROOKLINE MA 02445 NONE PUBLIC CHARITY GENERAL SUPPORT 300 SEATTLE GIRLS SCHOOL 1700 24TH AVE S SEATTLE WA 98144 NONE PUBLIC CHARITY GENERAL SUPPORT 200 BUTTERFLY FOUNDATION FOR PEACE 82-65 250 STREET NEW YORK NY 11426 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 HARDWICK AREA FOOD PANTRY PO BOX 1075 HARDWICK VT 05843 NONE PUBLIC CHARITY GENERAL SUPPORT 200 MAINE ISLAND TRAIL ASSOCIATION 100 KENSINGTON STREET 2ND FLOOR PORTLAND ME 04103 NONE PUBLIC CHARITY GENERAL SUPPORT 250 PROJECT HOPE 550 DUDLEY STREET ROXBURY MA 02119 NONE PUBLIC CHARITY GENERAL SUPPORT 500 SOUL FIRE FARM 1972 NY HIGHWAY 2 PETERSBURG NY 12138 NONE PUBLIC CHARITY GENERAL SUPPORT 100 SUNSHINE COAST TRAILPAWS BOX 345 POWELL RIVER BRITISH COLUMBIA CA V8A 5C2 NONE PUBLIC CHARITY GENERAL SUPPORT 250 TEMPLE BETH EL OF BOCA RATON 333 SW 4TH AVENUE BOCA RATON FL 33432 NONE PUBLIC CHARITY GENERAL SUPPORT 180 TREE STREET YOUTH CENTER 144 HOWE STREET LEWISTON ME 04240 NONE PUBLIC CHARITY GENERAL SUPPORT 200 GREEN MOUNTAIN CLUB 52 N UNION ST BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL SUPPORT 250 SHEER LOVE RWANDA 850 6TH STREET BOULDER CO 80302 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 78848 0 14 7 14 38522 18 78037 0 116566 0 116566 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3296 3296 0 VANGUARD TOTAL STOCK MKT AT COST 198321 596108 VANGUARD EXTENDED MARKET AT COST 109129 240038 VANGUARD ST INVESTMENT GRADE ADM AT COST 220490 196151 VANGUARD INTERMEDIATE TERM BOND INDEX AT COST 97834 78756 ISHARES MSCI EAGE SMALL CAP ETF AT COST 84141 70862 CALAMOS MARKET NEUTRAL INCOME FUND AT COST 205163 209641 VANGUARD 500 INDEX AT COST 156107 137858 OFFICE EXPENSE 425 0 0 MISCELLANEOUS EXPENSE 217 0 0 MA FILING FEE 35 0 0 FEDERAL TAXES 380 380 0 PAYROLL TAXES 471 118 0