2025-11-15T12:08:46-06:00 2024-12-31 260058143 CAPFINANCIAL PARTNERS LLP 4208 SIX FORKS ROAD RALEIGH NC 276095734 990PF 2024-01-01 043504566 SUMMER STAR FOUNDATION FOR NATURE ART AND HUMANITY INC SUMM 6174882700 ONE LIBERTY SQ 13FL BOSTON MA 02109 SHALIN LIU DIRECTOR 6174882700 2025-11-15 1 0 ANDREW S KULESZKA P00545548 6174882700 2024 2025-03-06 01:10:19Z X 980416 X 224539 4020 4020 27483 27483 14463 174540 14463 270505 45966 0 0 0 111227 55613 55613 1007 1007 0 2117 2117 0 114351 58737 55613 86630 86630 200981 58737 142243 69524 0 48044 182913 182913 125299 134514 134514 690100 615540 662989 863443 932967 980416 0 0 X 65225 65225 0 0 798218 867742 863443 932967 863443 932967 863443 69524 0 932967 0 932967 CHARLES SCHWAB P 174540 160077 14463 14463 14463 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 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 687553 188508 0 876061 0 0 876061 13141 862920 43146 43146 0 43146 0 43146 0 43146 142243 0 142243 43146 0 0 158034 114153 83468 107033 91819 554507 142243 0 0 0 43146 99097 0 0 653604 0 0 0 0 0 0 158034 495570 114153 83468 107033 91819 99097 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 CITY OF BLOOMINGTON 401 NORTH MORTON ST BLOOMINGTON IN 47404 NONE PUBLIC PARKS AND RECREATION 4860 GREATER BOSTON CHINESE ALLIANCE CHURCH (GBCCA) 437 CHERRY STREET WEST NEWTON MA 02465 NONE PUBLIC UNRESTRICTED 3125 LUCILE PACKAND FOUNDATION FOR CHILDREN'S HEALTH 400 HAMILTON AVE PALO ALTO CA 94301 NONE PUBLIC UNRESTRICTED 3000 NEW ENGLAND CHINESE YOUTH SUMMER CAMP (NECYSC) PO BOX 650132 WEST NEWTON MA 02465 NONE PUBLIC UNRESTRICTED 1320 ROBINSON MIDDLE SCHOOL 110 JUNE ST LOWELL MA 01850 NONE PUBLIC UNRESTRICTED 42000 ROCKPORT ART ASSN AND MUSEUM 12 MAIN STREET ROCKPORT MA 01966 NONE PUBLIC UNRESTRICTED 3000 ROCKPORT MUSIC 37 MAIN ST ROCKPORT MA 01966 NONE UNRESTRICTED 3000 SIERRA CLUB 50 FEDERAL STREET 3RD FLOOR BOSTON MA 02110 NONE PUBLIC UNRESTRICTED 75 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 50 TRUSTEES OF TUFTS COLLEGE 200 WESTBORO RD NORTH GRAFTON MA 01536 NONE PUBLIC CUMMINGS SCHOOL OF VET MED 22500 TRUSTESS OF RESERVATIONS 200 HIGH STREET BOSTON MA 02110 NONE PUBLIC UNRESTRICTED 200 WOODWELL CLIMATE RESEARCH CENTER 149 WOODS HOLE ROAD FALMOUTH MA 02540 NONE PUBLIC UNRESTRICTED 3000 86630 0 14 4020 14 27483 18 14463 0 45966 0 45966 0 0 0 0 0 0 0 0 0 0 X X 1 SHALIN LIU ONE LIBERTY SQ 13FL BOSTON MA 02109 224539 X CAPITAL GROUP INTERNATIONAL AT COST 6986 7656 CROSSINGBRIDGE AT COST 172020 172482 ISHARES CORE US AGGREGATE AT COST 42740 42530 ISHARES CORE MSCI AT COST 13513 14570 ISHARES CORE S&P 500 AT COST 90031 114747 ISHARES TR IS 1-5 YR IN AT COST 9882 10003 ISHARES 1-3 YEAR TREASRY AT COST 10102 9971 JP MORGAN ACTIVE GROWTH AT COST 11443 15263 RIVERPARK ST HIGH YIELD AT COST 127880 128931 SCHWAB FUNDAMENTAL US AT COST 13724 16072 VANGUARD FTSE DEVELOPED AT COST 35273 37005 VANGUARD GROWTH ETF AT COST 21760 27370 VANGUARD SHORT-TERM BOND AT COST 20549 20849 VANGUARD SMALL CAP ETF AT COST 14480 16996 VANGUARD VALUE AT COST 15862 18795 VANGUARD VALUE ETF AT COST 8339 8793 OTHER INVESTMENT AT COST 956 956 LEGAL FEES 111227 55613 55613 BANK FEE 109 109 0 COMMONWEALTH OF MA FILING FEES 35 35 0 OFFICE EXPENSE 1973 1973 0 SHALIN LIU ONE LIBERTY SQUARE 13FL BOSTON MA 02109 FEDERAL TAX 1007 1007 0