2025-11-14T07:38:54-06:00 2024-12-31 410445819 FIDUCIARY COUNSELLING INC 30 E 7TH STREET SUITE 2000 SAINT PAUL MN 551014930 990PF 2024-01-01 272954428 GEORGE FREDERICK JEWETT FOUNDATION EAST GEOR 6512280935 CO FCI 30 EAST 7TH ST SUITE 2000 ST PAUL MN 551014930 MARGARET CARR TRUSTEE 6512280935 2025-11-14 1 1 THOMAS HONG P01249570 6512280935 2025-11-10 2024 2025-03-06 01:10:19Z X 30047740 X X 644872 550599 1123075 4601385 1604562 254854 412980 2022801 2568141 0 0 0 117937 8763 107674 2558 18083 0 120495 26846 107674 1235000 1235000 1355495 26846 1342674 667306 2541295 179896 179896 11785137 12008794 16794112 1074555 1101897 1014899 7963023 8229847 12058833 20822715 21520434 30047740 0 0 X 22015804 22015804 0 0 -1193089 -495370 20822715 21520434 20822715 21520434 20822715 667306 30413 21520434 0 21520434 BOOK LTCGD 402554 402554 0 0 TAX LTCGD 489150 489150 489150 SALES OF MARKETABLE SECURITIES - ST 636862 583965 52897 52897 SALES OF MARKETABLE SECURITIES - LT 1962017 1269184 692833 692833 SALES OF MARKETABLE SECURITIES - LT 7463 7316 147 147 ST THROUGH PARTNERSHIPS 13283 -13283 -13283 LT THROUGH PARTNERSHIPS 382818 382818 382818 SALES OF MARKETABLE SECURITIES - BOOK ST 52353 52353 0 0 SALES OF MARKETABLE SECURITIES - BOOK LT 668168 668168 0 0 1604562 35324 0 35324 0 35324 12287 0 31700 0 43987 0 8663 8663 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 1 N/A FIDUCIARY COUNSELLING INC 6512280935 30 EAST 7TH ST SUITE 2000 ST PAUL MN 551014930 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARY J GREER 30 E 7TH STREET STE 2100 ST PAUL MN 55101 TRUSTEE/PRESIDENT 1.00 0 0 0 SARA G DENT 30 E 7TH STREET STE 2100 ST PAUL MN 55101 TRUSTEE 1.00 0 0 0 MARGARET WG CARR 30 E 7TH STREET STE 2100 ST PAUL MN 55101 TRUSTEE 1.00 0 0 0 LUCIE C GREER 30 E 7TH STREET STE 2100 ST PAUL MN 55101 TRUSTEE 1.00 0 0 0 NONE 0 FIDUCIARY COUNSELLING INC 30 EAST 7TH STREET SUITE 2000 ST PAUL MN 55101 ACCOUNTING & TAX SERVICE 107162 0 0 23400227 265412 6659299 30324938 0 0 30324938 454874 29870064 1493503 1493503 35324 35324 1458179 0 1458179 0 1458179 1342674 0 1342674 1458179 1304028 0 0 1342674 1304028 0 0 38646 0 0 0 0 0 0 0 0 1419533 0 0 0 X AMERICAN FILM INSTITUTE SILVER THEATRE AND CULTURAL CENTER 2021 NORTH WESTERN AVENUE LOS ANGELES CA 900271625 PC TO BE USED AT THE DISCRETION OF THE DIRECTOR, WITH SPECIAL CONSIDERATION FOR LIVE PERFORMANCES 10000 CAPE COD HEALTHCARE FOUNDATION PO BOX 370 HYANNIS MA 02601 PC THE AREA OF GREATEST NEED AT FALMOUTH HOSPITAL, ESPECIALLY THE EMERGENCY ROOM 25000 CASEY TREES 3030 12TH STREET NE WASHINGTON DC 200172408 PC TREE CARE 10000 CHORUS AMERICA 1200 18TH STREET NW SUITE 1250 WASHINGTON DC 200362591 PC EVALUATING THE CHORAL-ORCHESTRAL CONDUCTING ACADEMY ($10,000) AND PLANNING FOR THE 2025 CHORAL-ORCHESTRAL CONDUCTING ACADEMY ($5,000) 15000 COLLEGE LIGHT OPERA COMPANY PO BOX 906 FALMOUTH MA 025410906 PC UNRESTRICTED 10000 COMMUNITY MUSIC CENTER OF BOSTON INC 34 WARREN AVENUE BOSTON MA 021166104 PC BUILDING CONSTRUCTION AND MAINTENANCE 20000 EAST BAY ROWING CLUB 248 3RD STREET BOX 423 OAKLAND CA 94607 PC SAFETY EQUIPMENT 10000 FALMOUTH SERVICE CENTER 611 GIFFORD STREET FALMOUTH MA 025402947 PC UNRESTRICTED 10000 FOREST HISTORY SOCIETY 2925 ACADEMY ROAD DURHAM NC 277059311 PC UNRESTRICTED 10000 FRIENDS OF THE NATIONAL WORLD WAR II MEMORIAL INC 921 PENNSYLVANIA AVENUE SUITE 321 WASHINGTON DC 200032141 PC MAINTENANCE 10000 HANDEL AND HAYDN SOCIETY 9 HARCOURT STREET BOSTON MA 021166496 PC THE H&H YOUTH CHORUSES AND "PATHWAYS TO MUSIC" PROGRAM 20000 IFOSTER PO BOX 159 TRUCKEE CA 961600159 PC PORTAL REDESIGN PROJECT 100000 MARINE BIOLOGICAL LABORATORY 7 MBL STREET WOODS HOLE MA 025431015 PC IMPROVEMENTS TO DREW HOUSE, VEEDER HOUSE AND/OR DAVID HOUSE 100000 MASSACHUSETTS ADOPTION RESOURCES EXCHANGE 19 NEEDHAM STREET SUITE 206 NEWTON MA 024611622 PC BUILDOUT OF DATABASE AND RELATED INFORMATION SYSTEMS ($25,000) AND TO BE DEPLOYED AT THE DISCRETION OF THE EXECUTIVE DIRECTOR ($25,000) 50000 MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA STREET SUITE 540 BOSTON MA 021141101 PC TRANSITIONAL AGE YOUTH CLINIC 25000 MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA STREET SUITE 540 BOSTON MA 021141101 PC OLDER ADULT OUTPATIENT PSYCHIATRY PROGRAM TO BE DEPLOYED AT THE DISCRETION OF THE DIRECTOR 75000 MCLEAN HOSPITAL DEVELOPMENT OFFICE 115 MILL STREET/MAIL STOP 126 BELMONT MA 02478 PC ANXIETY MASTERY PROGRAM 25000 MCLEAN HOSPITAL DEVELOPMENT OFFICE 115 MILL STREET/MAIL STOP 126 BELMONT MA 02478 PC MCLEAN SOUTHEAST ADOLESCENT ACUTE RESIDENTIAL TREATMENT (ART) PROGRAM 50000 MILTON ACADEMY 170 CENTRE STREET MILTON MA 021863338 PC DAVID ROLBEIN FUND 50000 MONUMENT ACADEMY INC 500 19TH STREET NORTHEAST WASHINGTON DC 200024710 PC PAINTING AND PLUMBING PROJECTS 50000 MYSTIC VALLEY REGIONAL CHARTER SCHOOL 4 LAUREL STREET MALDEN MA 02148 PC TEACHER RECRUITMENT EFFORTS AND TEACHER HOUSING EXPENSES 50000 NEW ENGLAND FORESTRY FOUNDATION 32 FOSTER STREET PO BOX 1346 LITTLETON MA 014601540 PC UNRESTRICTED 15000 PLANNED PARENTHOOD OF CALIFORNIA CENTRAL COAST 518 GARDEN STREET SANTA BARBARA CA 931011606 PC TELEHEALTH SERVICES 10000 PLANNED PARENTHOOD SOUTH ATLANTIC 100 SOUTH BOYLAN AVENUE RALEIGH NC 276031802 PC TELEHEALTH SERVICES PROVIDED THROUGH SOUTH CAROLINA LOCATIONS 10000 PROTESTANT EPISCOPAL CHURCH OF THE MESSIAH WOODS HOLE 16 CHURCH STREET FALMOUTH MA 02543 PC COMPLETION OF THE LANDSCAPING AND WALKWAYS PLAN 35000 REEFS UNKNOWN 8170 CROWN BAY MARINA 448 ST THOMAS VI 008025876 PC TO BE USED AT THE DISCRETION OF THE DIRECTORS 10000 SANTA BARBARA MUSEUM OF NATURAL HISTORY 2559 PUESTA DEL SOL SANTA BARBARA CA 931052936 PC MAINTENANCE OF THE SBMNH/SEA CENTER 20000 SIBLEY MEMORIAL HOSPITAL FOUNDATION 5255 LOUGHBORO ROAD NORTHWEST WASHINGTON DC 200162633 PC EMERGENCY ROOM SERVICES 15000 SOCIETY OF THE CINCINNATI 2118 MASSACHUSETTS AVENUE NW WASHINGTON DC 200083640 PC CAPITAL REPAIRS TO ANDERSON HOUSE 25000 ST JAMES SCHOOL 17641 COLLEGE ROAD HAGERSTOWN MD 217401707 PC DUNNAN HALL 25000 SUBURBAN HOSPITAL FOUNDATION 8600 OLD GEORGETOWN ROAD BETHESDA MD 208141497 PC EMERGENCY ROOM SERVICES 15000 WASHINGTON NATIONAL CATHEDRAL MOUNT SAINT ALBAN WASHINGTON DC 200160000 PC EARTHQUAKE REPAIRS 10000 WELLESLEY COLLEGE 106 CENTRAL STREET WELLESLEY MA 024818203 PC COSMETIC IMPROVEMENTS TO THE HANDICAP ACCESSIBLE ENTRANCE AT THE JEWETT ARTS CENTER 50000 WESLEYAN UNIVERSITY 212 COLLEGE STREET MIDDLETOWN CT 064593401 PC FACILITIES (SECOND PAYMENT ON A TWO-YEAR COMMITMENT OF $100,000) 50000 WOODS HOLE HISTORICAL MUSEUM 579 WOODS HOLE ROAD PO BOX 185 WOODS HOLE MA 02543 PC IN SUPPORT OF MAINTENANCE PROJECTS 10000 WOODS HOLE OCEANOGRAPHIC INSTITUTION 266 WOODS HOLE ROAD WOODS HOLE MA 025431050 PC SUPPORT OF THE DOCK PROJECT ($50,000) AND FOR THE ENDOWMENT OF THE R/V NEIL ARMSTRONG ($50,000) 100000 WORLD BICYCLE RELIEF 1000 WEST FULTON MARKET 4TH FLOOR CHICAGO IL 606071299 PC TO BE USED AT THE DISCRETION OF THE DIRECTOR 10000 YALE UNIVERSITY - SCHOOL OF MANAGEMENT PO BOX 208200 OFFICE OF DEVELOPMENT AND ALUMNI RELATIONS NEW HAVEN CT 065208200 PC CENTER FOR CONSUMER INSIGHTS - WHOI DISCOVERY PROJECT 50000 YMCA CAPE COD 2245 LYANNOUGH ROAD W BARNSTABLE MA 026681507 PC CAPITAL CAMPAIGN 50000 1235000 0 14 644872 01 254854 18 1123075 0 2022801 0 2022801 11A SOFTWARE INCLUSION 0 0 0 0 0 0 0 0 0 0 ACCOUNTING & TAX SERVICE 117425 8763 107162 FILING FEES 512 0 512 TAXABLE BONDS 1101897 1014899 TIMBER REITS 281320 2191893 U.S. LARGE CAP STOCKS 4472919 6028745 U.S. SMALL CAP STOCKS 1910124 2568970 INTERNATIONAL DEVELOPED MARKET STOCKS 3907221 4466714 EMERGING MARKET STOCKS 1437210 1537790 PRIVATE EQUITY AT COST 2881835 6659299 ALTERNATIVE INVESTMENTS AT COST 3423418 3339920 INVESTMENT REAL ESTATE AT COST 1924594 2059614 PARTNERSHIP INCOME 253578 412980 253578 TAX REFUND 1276 0 1276 PRIOR PERIOD ADJUSTMENT 30413 FEDERAL 2558 0 0 FOREIGN TAX PAID 0 18083 0