2024-11-11T07:44:37-06:00 2023-12-31 260058143 CAPFINANCIAL PARTNERS LLP 4208 SIX FORKS ROAD RALEIGH NC 276095734 990PF 2023-01-01 043504566 SUMMER STAR FOUNDATION FOR NATURE ART AND HUMANITY INC SUMM 6174882700 ONE LIBERTY SQ 13FL BOSTON MA 02109 SHALIN LIU DIRECTOR 6174882700 2024-11-11 1 1 ANDREW S KULESZKA P00545548 6174882700 2023 2024-10-15 13:58:12Z X 875531 X 124235 2075 2075 25933 25933 93844 560139 93844 246087 121852 0 0 0 25505 12752 12752 1225 1225 0 26730 13977 12752 119289 119289 146019 13977 132041 100068 107875 44143 48044 48044 125057 125299 125299 594175 690100 702188 763375 863443 875531 0 0 X 65225 65225 0 0 698150 798218 763375 863443 763375 863443 763375 100068 0 863443 0 863443 SCHWAB X0414 P 559965 466295 93670 93670 CAPITAL GAINS DIVIDENDS P 174 174 174 93844 1499 0 1499 0 1499 540 0 0 0 540 48 1007 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 1 0 0 1 N/A CAP FINANCIAL PARTNERS LLP 6174882700 ONE LIBERTY SQUARE 13TH FL BOSTON MA 02109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 SHALIN LIU ONE LIBERTY SQ 13FL BOSTON MA 02109 DIRECTOR, PRES - AS NEEDED 0.00 0 0 0 NONE 0 NONE 0 0 774934 72191 0 847125 0 0 847125 12707 834418 41721 41721 1499 1499 40222 0 40222 0 40222 132041 0 132041 40222 0 0 329692 158034 114153 83468 107033 792380 132041 0 0 0 40222 91819 0 0 884199 0 0 0 0 0 0 329692 554507 158034 114153 83468 107033 91819 SHALIN LIU SHALIN LIU C/O CAPTRUST ONE LIBERTY SQUARE 13TH FL BOSTON MA 02109 6174882700 THE APPLICATION SHOULD CLEARLY EXPLAIN HOW THE FOUNDATION'S CHARITABLE PURPOSE WILL BE FURTHERED NONE NONE BEDFORD CHARTER SERVICES 11 RAILROAD AVE BEDFORD MA 01730 NONE PUBLIC UNRESTRICTED 744 BOYLSTON POLICE UNION 215 MAIN ST BOYLSTON MA 01505 NONE PUBLIC UNRESTRICTED 100 CITY OF BLOOMINGTON 401 NORTH MORTON ST BLOOMINGTON IN 47404 NONE PUBLIC PARKS AND RECREATION 6622 CITY OF BLOOMINGTON 401 NORTH MORTON ST BLOOMINGTON IN 47404 NONE PUBLIC PARKS AND RECREATION 4860 GBCCA 437 CHERRY STREET WEST NEWTON MA 02465 NONE PUBLIC UNRESTRICTED 2500 INDIANA UNIVERSITY FOUNDATION 1500 INDIANA 46 BLOOMINGTON IN 47408 NONE PUBLIC RESEARCH ASSISTANT GRANT 78148 LAND'S SAKE FARM 90 WELLESLEY ST WESTON MA 02493 NONE PUBLIC UNRESTRICTED 825 NATIONAL TAIPEI UNIVERSITY OF NURSING AND HEALTH 365 MING-TE ROAD PEITOU DISTRICT TAIPEI TW NONE PUBLIC SCHOLARSHIP FUND 2000 ROCKPORT ART ASSN AND MUSEUM 12 MAIN STREET ROCKPORT MA 01966 NONE PUBLIC UNRESTRICTED 3000 SENIORCARE 49 BLACKBURN CENTER GLOUCESTER MA 01930 NONE PUBLIC UNRESTRICTED 500 SIERRA CLUB 50 FEDERAL STREET 3RD FLOOR BOSTON MA 02110 NONE PUBLIC UNRESTRICTED 150 SIERRA CLUB 50 FEDERAL STREET 3RD FLOOR BOSTON MA 02110 NONE PUBLIC UNRESTRICTED 200 STUDENT CONSERVATION ASSOCIATION 1310 N COURTHOUSE RD SUITE 110 ARLINGTON VA 22201 NONE PUBLIC UNRESTRICTED 500 SUDBURY VALLEY TRUSTEES 18 WOLBACH RD SUDBURY MA 01776 NONE PUBLIC UNRESTRICTED 500 TRUSTEES OF TUFTS COLLEGE 200 WESTBORO RD NORTH GRAFTON MA 01536 NONE PUBLIC CUMMINGS SCHOOL OF VET MED 13500 TRUSTESS OF RESERVATIONS 200 HIGH STREET BOSTON MA 02110 NONE PUBLIC UNRESTRICTED 140 UMASS LOWELL 1 PERKINS STREET LOWELL MA 01854 NONE PUBLIC AGE FRIENDLY SCHOLARS 5000 119289 0 14 2075 14 25933 18 93844 0 121852 0 121852 0 0 0 0 0 0 0 0 0 0 X X 1 SHALIN LIU ONE LIBERTY SQ 13FL BOSTON MA 02109 124214 X NATIONAL TAIPEI COLLEGE OF NURSING AND HEALTH NO 365 MING TE ROAD PEITOU 112 TAIPEI TW 2023-10-09 2000 SCHOLARSHIP SUPPORT FOR NURSING EDUCATION. THE SCHOLARSHIPS ARE AWARDED BASED ON THE RECOMMENDATIONS OF A SCHOOL SELECTION COMMITTEE AND THEN NOTIFICATION OF THE RECIPIENT IS SENT TO THE FOUNDATION. THE GRANT WAS EXPENDED FOR THE EDUCATION YEAR 2023-2024. NO DIVERSIONS BY GRANTEE REPORTS ARE RECEIVED ANNUALLY AND/OR VISITS MADE ANNUALLY WHEN A DONATION IS MADE, THE PROCEEDS ARE EXPENDED WITHIN ONE YEAR. CAPITAL GROUP INTRTNL AT COST 9132 9548 CROSSINGBRIDGE AT COST 161149 161242 ISHARES CORE US AGGREGATE AT COST 46401 47541 ISHARES CORE MSCI AT COST 16953 17450 ISHARES CORE S&P 500 AT COST 113290 117019 ISHARES IBONDS TERM DEC 2024 AT COST 9158 9162 ISHARES IBONDS TERM DEC 2025 AT COST 5234 5261 ISHARES S&P MID CAP 400 AT COST 13786 14418 ISHARES TR IS 1-5 YR IN AT COST 9715 9845 ISHARES 1-3 YEAR TREASRY AT COST 1955 1969 JP MORGAN ACTIVE GROWTH AT COST 9151 9470 JP MORGAN LIMITED DRTN AT COST 7535 7619 RIVERPARK ST HIGH YIELD AT COST 127880 128136 SCHWAB FUNDAMENTAL US AT COST 12167 12698 SPDR BLOOMBERG 1-3 MNTH AT COST 12083 12063 SPDR DBLN SHR DRTN RTRN AT COST 7598 7635 TECHNOLOGY SELECT SECTOR AT COST 9141 9432 VANGUARD FTSE DEVELOPED AT COST 44809 46367 VANGUARD GROWTH ETF AT COST 12975 13368 VANGUARD SHORT-TERM BOND AT COST 24507 24800 VANGUARD SMALL CAP ETF AT COST 13851 14720 VANGUARD VALUE ETF AT COST 21630 22425 LEGAL FEES 25505 12752 12752 BANK FEE 151 151 0 COMMONWEALTH OF MA FILING FEES 51 51 0 OFFICE EXPENSE 1023 1023 0 SHALIN LIU ONE LIBERTY SQUARE 13FL BOSTON MA 02109