2026-01-27T13:26:51-06:00 2025-10-31 882730877 CHERRY BEKAERT ADVISORY LLC 800 SOUTH STREET STE 250 WALTHAM MA 02453 990PF 2024-11-01 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 2026-01-26 1 0 GARY WEINMAN P01059267 7814538700 2024 2025-03-06 01:10:19Z X 2068124 X X 4 4 37174 37174 77936 95000 77936 115114 115114 0 0 0 4500 450 4050 1902 0 0 14117 141 13976 20519 591 18026 79427 79427 99946 591 97453 15168 114523 10873 5931 5931 1071185 1091295 2062193 1082058 1097226 2068124 0 0 X 1082058 1097226 1082058 1097226 1082058 1097226 1082058 15168 0 1097226 0 1097226 VANGUARD TOTAL STOCK MARKET INDEX P 2001-01-01 2024-12-04 15000 2316 12684 12684 VANGUARD EXTENDED MARKET P 2001-01-01 2025-04-22 10000 2169 7831 7831 VANGUARD EXTENDED MARKET P 2001-01-01 2025-07-16 70000 12579 57421 57421 77936 1592 0 1592 0 1592 1600 0 0 0 1600 0 8 8 0 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 1936691 25178 0 1961869 0 0 1961869 29428 1932441 96622 96622 1592 1592 95030 0 95030 0 95030 97453 0 97453 95030 79427 0 0 97453 79427 0 0 18026 0 0 0 0 0 0 0 0 77004 0 0 0 X ABRAHAM INITIATIVES 1460 BROADWAY NEW YORK NY 10036 NONE PUBLIC CHARITY GENERAL SUPPORT 45 ABRAHAM INITIATIVES 1460 BROADWAY NEW YORK NY 10036 NONE PUBLIC CHARITY GENERAL SUPPORT 9955 AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH STREET NEW YORK NY 10018 NONE PUBLIC CHARITY GENERAL SUPPORT 500 AMERICAN PARKINSONS DISEASE ASSOCIATION 135 PARKINSON AVENUE STATEN ISLAND NY 10305 NONE PUBLIC CHARITY GENERAL SUPPORT 500 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 250 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 500 BOYS & GIRLS CLUB - IAN DEGROOT MEMORIAL SCHOLARSHIP 233 WARREN AVE BROCKTON MA 02301 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 BUTTERFLY FOUNDATION FOR PEACE 82-65 250 STREET NEW YORK NY 11426 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 CAPE COD SYNAGOGUE 145 WINTER ST HYANNIS MA 02601 NONE PUBLIC CHARITY GENERAL SUPPORT 500 CENTRAL VERMONT REFUGEE ACTION NETWORK PO BOX 910 MONTPELIER VT 05601 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 CHAMPLAIN HOUSING TRUST 88 KING ST BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL SUPPORT 250 CHANGING PERSPECTIVES 1698 POST RD E WESTPORT CT 06880 NONE PUBLIC CHARITY GENERAL SUPPORT 2500 CITIZENS CLIMATE EDUCATION 1132 RUSSELL AVENUE LOS ALTOS CA 94021 NONE PUBLIC CHARITY GENERAL SUPPORT 500 COLBY COLLEGE 4320 MAYFLOWER HILL WATERVILLE ME 04901 NONE PUBLIC CHARITY GENERAL SUPPORT 400 COLGATE UNIVERSITY 14 OAK DRIVE HAMILTON NY 13346 NONE PUBLIC CHARITY GENERAL SUPPORT 2500 CRAFTSBURY OUTDOOR CENTER 535 LOST NATION RD CRAFTSBURY COMMON VT 05827 NONE PUBLIC CHARITY GENERAL SUPPORT 200 DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVE BOSTON MA 02215 NONE PUBLIC CHARITY GENERAL SUPPORT 1250 FRIENDS OF THE BROOKLINE RESERVOIR 92 DUDLEY STREET BROOKLINE MA 02445 NONE PUBLIC CHARITY GENERAL SUPPORT 250 GLADNEY CENTER 6300 JOHN RYAN DRIVE FORT WORTH TX 76132 NONE PUBLIC CHARITY GENERAL SUPPORT 500 GREEN MOUNTAIN CLUB 52 N UNION ST BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL SUPPORT 200 HARDWICK AREA FOOD PANTRY PO BOX 1075 HARDWICK VT 05843 NONE PUBLIC CHARITY GENERAL SUPPORT 250 HEBRON ACADEMY PO BOX 309 HERRON ME 04238 NONE PUBLIC CHARITY GENERAL SUPPORT 350 HOLOCAUST MEMORIAL MUSEUM 200 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 NONE PUBLIC CHARITY GENERAL SUPPORT 225 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 300 J STREET PO BOX 66073 WASHINGTON DC 20035 NONE PUBLIC CHARITY GENERAL SUPPORT 150 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 1500 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 400 KING STREET CENTER 87 KING ST BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL SUPPORT 1500 MAINE ISLAND TRAIL ASSOCIATION 100 KENSINGTON STREET 2ND FLOOR PORTLAND ME 04103 NONE PUBLIC CHARITY GENERAL SUPPORT 150 MANSFIELD NORDIC SKI CLUB PO BOX 234 UNDERHILL CENTER VT 05490 NONE PUBLIC CHARITY GENERAL SUPPORT 400 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 2500 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 1500 PALESTINE CHILDRENS' RELIEF FUND 360 E 2ND ST STE 710 LOS ANGELES CA 900124240 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 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 350 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 1000 SMILE TRAIN 633 THIRD AVENUE 9TH FLOOR NEW YORK NY 10017 NONE PUBLIC CHARITY GENERAL SUPPORT 200 ST JOSEPH'S INDIAN SCHOOL 1301 N MAIN ST CHAMBERLAIN SD 57325 NONE PUBLIC CHARITY GENERAL SUPPORT 175 TEMPLE EMANUEL 385 WARD STREET NEWTON MA 02459 NONE PUBLIC CHARITY GENERAL SUPPORT 1941 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 3400 TREE STREET YOUTH CENTER 144 HOWE STREET LEWISTON ME 04240 NONE PUBLIC CHARITY GENERAL SUPPORT 250 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 FOOD BANK 33 PARKER RD BARRE VT 05641 NONE PUBLIC CHARITY GENERAL SUPPORT 500 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 1100 WILLIAMS COLLEGE ANNUAL FUND 31 SAINT JAMES AVE 730 BOSTON MA 02116 NONE PUBLIC CHARITY GENERAL SUPPORT 400 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 400 AL OTRO LADO 511 E SAN YSIDRO BLVD 333 SAN YSIDRO CA 92173 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 ALBANY PUBLIC LIBRARY 616 NORTH PEARL STREET ALBANY NY 12204 NONE PUBLIC CHARITY GENERAL SUPPORT 250 ANIMAL BALANCE PO BOX 66406 PORTLAND OR 97290 NONE PUBLIC CHARITY GENERAL SUPPORT 100 BURLINGTON CITY ARTS 135 CHURCH STREET BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL SUPPORT 350 CAMELS HUMP BACK COUNTRY RESCUE 216 RAILROAD ST RICHMOND VT 05477 NONE PUBLIC CHARITY GENERAL SUPPORT 250 CAMELS HUMP NORDIC CENTER PO BOX 43 HUNTINGTON VT 05462 NONE PUBLIC CHARITY GENERAL SUPPORT 200 CARECEN-NETWORK FOR GOOD 10801-2N MOPAC EXPY SUITE 300 AUSTIN TX 78759 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 CARING BRIDGE 3600 AMERICAN BLVD WEST SUITE 405 BLOOMINGTON MN 55431 NONE PUBLIC CHARITY GENERAL SUPPORT 100 CENTRO PRESENTE 12 BENNINGTON STREET SUITE 202 EAST BOSTON MA 02128 NONE PUBLIC CHARITY GENERAL SUPPORT 1500 CIRCUIT ARTS 12 MUSIC STREET WEST TISBURY MA 02575 NONE PUBLIC CHARITY GENERAL SUPPORT 200 CITIZENS FOR JUVENILE JUSTICE 44 SCHOOL STREET STE 415 BOSTON MA 02108 NONE PUBLIC CHARITY GENERAL SUPPORT 100 CLASSICAL KING FM 363 MERCER STREET SUITE 200 SEATTLE WA 98109 NONE PUBLIC CHARITY GENERAL SUPPORT 150 COCHRAN'S SKI AREA 910 COCHRAN ROAD RICHMOND VT 05477 NONE PUBLIC CHARITY GENERAL SUPPORT 100 COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON MA 02210 NONE PUBLIC CHARITY GENERAL SUPPORT 3000 CRAFTSBURY LIBRARY 149 COMMON LOOP CRAFTSBURY COMMON VT 05827 NONE PUBLIC CHARITY GENERAL SUPPORT 250 DOCUMENTARY EDUCATIONAL RESOURCES 108 WATER STREET 5A WATERTOWN MA 02472 NONE PUBLIC CHARITY GENERAL SUPPORT 100 FLORENCE PROJECTFLORENCE REFUGEE & RIGHTS PROJECT PO BOX 86299 TUCSON AZ 857546299 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 GLOBAL WHOLE BEING FUND 1311 PARK ST STE 503 ALAMEDA CA 94501 NONE PUBLIC CHARITY GENERAL SUPPORT 1277 JEWISH CEMETERY ASSOCIATION 60 KENDRICK ST SUITE 100 NEEDHAM HEIGHTS MA 02494 NONE PUBLIC CHARITY GENERAL SUPPORT 250 JEWISH FAMILY SERVICE 1430 MAIN STREET WALTHAM MA 02451 NONE PUBLIC CHARITY GENERAL SUPPORT 300 MAHOOSUC KIDS ASSOCIATION 19 CRESCENT ST BETHEL ME 04217 NONE PUBLIC CHARITY GENERAL SUPPORT 250 MARY E WRIGHT HALO FOUNDATION 1071 UPPER QUARRY RD NEWPORT VT 05855 NONE PUBLIC CHARITY GENERAL SUPPORT 200 MENSCH WORKS 621 W MOUNT AIRY AVE PHILADELPHIA PA 19119 NONE PUBLIC CHARITY GENERAL SUPPORT 100 PARALYZED VETERANS 1875 EYE STREET NW SUITE 1100 WASHINGTON DC DC 20006 NONE PUBLIC CHARITY GENERAL SUPPORT 150 QUEEN CITY POLICE FOUNDATION PO BOX 5804 BURLINGTON VT 05402 NONE PUBLIC CHARITY GENERAL SUPPORT 100 SEATTLE SYMPHONY 200 UNIVERSITY ST SEATTLE WA 98101 NONE PUBLIC CHARITY GENERAL SUPPORT 200 TEMPLE SHIR SHALOM 3999 WALNUT LAKE ROAD WEST BLOOMFIELD MI 48323 NONE PUBLIC CHARITY GENERAL SUPPORT 1500 VERMONT COMMUNITY LOAN FUND 7 SCHOOL ST MONTPELIER VT 05602 NONE PUBLIC CHARITY GENERAL SUPPORT 400 VERMONT SPECIAL OLYMPICS 16 GREGORY DR 2 SOUTH BURLINGTON VT 05403 NONE PUBLIC CHARITY GENERAL SUPPORT 200 VERMONT INTERNATIONAL FILM FESTIVAL 60 LAKE STREET SUITE 1C BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL SUPPORT 100 VT DIGGER PO BOX 1374 MONTPELIER VT 05601 NONE PUBLIC CHARITY GENERAL SUPPORT 409 YOUTH ADVOCACY GROUP 1325 G ST NW STE 980 WASHINGTON DC DC 20005 NONE PUBLIC CHARITY GENERAL SUPPORT 150 79427 0 14 4 14 37174 18 77936 0 115114 0 115114 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4500 450 4050 VANGUARD TOTAL STOCK MKT AT COST 205457 859120 VANGUARD EXTENDED MARKET AT COST 98285 298937 VANGUARD ST INVESTMENT GRADE ADM AT COST 230542 227162 VANGUARD INTERMEDIATE TERM BOND INDEX AT COST 101457 93644 ISHARES MSCI EAGE SMALL CAP ETF AT COST 87266 106884 CALAMOS MARKET NEUTRAL INCOME FUND AT COST 209630 245554 VANGUARD 500 INDEX AT COST 158658 230892 OFFICE EXPENSE 14117 141 13976 MA FILING FEE 35 0 0 FEDERAL TAXES 1867 0 0