2025-11-05T07:15:14-06:00 2024-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2024-01-01 137102310 Arcadia Charitable Trust ARCA 6177333148 PO Box 186 Wrentham MA 02093 R Gregg Stone III Trustee 6177333148 2025-10-28 1 0 Connor Smart P02285543 2078792100 2025-10-28 2024 2025-03-06 01:10:19Z X X 11262332 X X 778 778 92975 92975 812645 1993776 812645 146670 63463 1053068 969861 0 0 0 15200 7600 7600 60469 60469 0 19027 3027 0 70 0 70 94766 71096 7670 666000 666000 760766 71096 673670 292302 898765 221 354003 33876 33876 5013340 8591604 8591604 149992 0 0 2085796 2636852 2636852 7603352 11262332 11262332 0 0 X 6361660 6361660 0 0 1241692 4900672 7603352 11262332 7603352 11262332 7603352 292302 3366678 11262332 0 11262332 Publicly Traded Securities P 1772462 1181131 591331 591331 From Pass-Through K-1s P 29291 29291 29291 Capital Gains Dividends P 192023 192023 192023 812645 12493 0 12493 0 12493 6774 0 15000 0 21774 X 220 9061 9061 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MA 0 0 0 0 0 1 N/A R Gregg Stone III 6177333148 PO Box 186 Wrentham MA 02093 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 Sarah S Fitzgerald PO Box 186 Wrentham MA 02093 Trustee 0.50 0 0 0 William Fitzgerald PO Box 186 Wrentham MA 02093 Trustee 0.50 0 0 0 Elise Green PO Box 186 Wrentham MA 02093 Trustee 0.50 0 0 0 R Gregg Stone III PO Box 186 Wrentham MA 02093 Trustee 0.50 0 0 0 NONE 0 Aureus Asset Management One Winthrop Square Boston MA 02110 Investment Advisory 60469 0 0 10735437 299194 0 11034631 0 0 11034631 165519 10869112 543456 543456 12493 12848 25341 518115 0 518115 0 518115 673670 0 673670 518115 0 0 10263 9614 44132 64009 673670 0 0 0 518115 155555 0 0 219564 0 0 0 0 0 0 10263 209301 9614 44132 155555 R Gregg Stone III X Charles River Watershed Association 41 West Street Suite 800 Boston MA 02111 N/A PC Restore the Charles River Watershed, focusing on dam Removal 25000 Community Resource Center 218 Omohundro Place Nashville TN 37210 N/A PC Air conditioning for the CRC Warehouse 25000 Generation Citizen 115 Broadway 5th Floor New York NY 10006 N/A PC To engage youth in the Boston Public Schools 40000 Helen Keller International One Dag Hammarskjold Plaza Floor 2 New York NY 10017 N/A PC The Gift Of Sight Program in Tanzania 50000 Literations 70 Franklin Street Suite 500 Boston MA 02110 N/A PC Expansion of the Framingham Public Schools Tutoring Program 20000 Manasseh's Children (dba Ujamaa Africa) 1298 La Playa Street San Francisco CA 94122 N/A POF Building fundraising capacity 50000 Marion Institute 202 Spring Street Marion MA 02738 N/A PC $30K Coalition for Health Equity; $20K Farm-to-School 50000 Mass General Brigham Incorporated 2014 Washington Street Newton MA 02462 N/A PC Child life services 7500 Neighborhood Villages PO Box 240154 Boston MA 02124 N/A PC The Neighborhood 50000 Northstar Learning Centers Inc 53 Linden Street New Bedford MA 02740 N/A PC Building fundraising capacity 50000 Orkeeswa Inc 425 W Colonial Drive Suite 303 324 Orlando FL 32804 N/A PC Outreach programming 60000 Pursuit Transformation Company 4710 Austell Place 2nd Floor Long Island City NY 11101 N/A PC Build the capacity of the Employment Team 50000 Sacred Valley Health 2500 Lord Baranof Drive Anchorage AK 99517 N/A PC Building fundraising capacity 20000 Austin Community Foundation 4315 Guadalupe Street Suite 300 Austin TX 78751 N/A PC El Ranchito Expansion Project 50000 Summer Search 304 12th Street 4a Oakland CA 94607 N/A PC High School Program Growth - Summer Search Boston 50000 Watuppa Rowing Center PO Box 3293 Fall River MA 02722 N/A PC Building staff capacity 43500 Words As Worlds Inc PO Box 220218 Dorchester MA 02122 N/A PC To build staff capacity for the Justbook-Ish Bookstore 25000 666000 0 14 778 14 92975 18 812645 Partnership interests 523000 83207 63463 83207 969861 0 1053068 0 0 0 0 0 0 0 0 0 0 Accounting fees 15200 7600 7600 Manasseh's Children (dba Ujamaa Africa) 1298 La Playa Street San Francisco CA 94122 2024-02-12 50000 During this tax year, the Foundation paid $50,000 to Manasseh's Children (d/b/a Ujamaa Africa) as part of a continuing series of awards. These grants have been designated for the charitable purpose of building fundraising capacity to scale up gender-based violence prevention programs in Kenya. This payment was one of a series of grants that began in 2021-2022 and ran through 2024-2025. All grants were subject to the same expenditure responsibility agreements and charitable purpose restrictions agreed upon by both the recipient and the Foundation. 50000 None Reports were due by October 1, 2024. 2024-10-01 Under the terms and conditions of the grant award, the recipient was required to provide the Foundation with regularly reports and notifications regarding the use of award funds towards the designated charitable purpose. Such reports were due in October from 2022 through 2024. To date, based on the reports and documents received and to the best of the Foundation's knowledge, there have been no diversions or unauthorized uses of funds, and all awards have been used solely for their designated charitable purposes. 29583.163 units GQGIX 489306 489306 15271.889 units APDKX 714572 714572 75367.892 units WCMIX 1640005 1640005 6720.486 units VFIDX 57527 57527 5580.844 units VFSUX 57539 57539 1150 units ASHTF 71509 71509 330 units ASHTF 20520 20520 910 units ERFSF 46465 46465 1090 units ERFSF 55656 55656 1029 units ABT 116390 116390 181 units ADBE 80487 80487 1970 units GOOGL 372921 372921 535 units AMZN 117374 117374 1120 units AMZN 245717 245717 503 units AXP 149285 149285 10 units AAPL 2504 2504 982 units AAPL 245912 245912 446 units ADSK 131824 131824 774 units BX 133453 133453 39 units BKNG 193768 193768 610 units BAH 78507 78507 680 units AVGO 157651 157651 3340 units CNX 122478 122478 1530 units KMX 125093 125093 237 units CHTR 81236 81236 210 units CHTR 71982 71982 139 units CHE 73642 73642 1375 units CSGP 98436 98436 491 units EPAM 114806 114806 150 units META 87827 87827 380 units META 222494 222494 2251 units FTV 168825 168825 1224 units HQY 117443 117443 180 units HQY 17271 17271 740 units MSFT 311910 311910 2410 units NEE 172773 172773 765 units PAYC 156802 156802 273 units SPGI 135962 135962 720 units CRM 240718 240718 2920 units SCHW 216109 216109 96 units TMO 49942 49942 215 units TMO 111849 111849 320 units UNH 161875 161875 790 units V 249672 249672 936 units WAB 177456 177456 735 units WCN 126111 126111 60 units AMT FMV 11005 11005 570 units AMT FMV 104544 104544 Aureus Fund Series LLC FMV 2372297 2372297 Harbourvest Access-Dover Street FMV 149006 149006 Massachusetts filing fees 70 0 70 Partnership interests 146670 63463 146670 Book-to-tax adjusment - prior year unrealized gains 2948229 Current year unrealized gains - publicly traded securities 249199 Current year Unrealized gains - partnership investments 169250 Investment fees 60469 60469 0 Excise taxes 16000 0 0 Foreign taxes on dividends 3027 3027 0