2025-12-15T15:12:29-06:00 2025-07-31 042687094 GREENBERG ROSENBLATT KULL & BITSOLI PC 306 MAIN STREET SUITE 400 WORCESTER MA 016150034 990PF 2024-08-01 042733957 MELVIN S CUTLER CHARITABLE FOUNDATION C/O GREENBERGROSENBLATT KULL & BITSOLI MELV 5087910901 306 MAIN STREET 400 WORCESTER MA 016150034 MELVIN S CUTLER TRUSTEE 5087910901 2025-11-04 1 0 MICHAEL J HAYES CPA P00162301 5087910901 2024 2025-03-06 01:10:19Z X 14523367 X 118 X 527976 527976 264926 4180791 317479 3130 3130 796150 848585 13600 0 0 10211 10211 0 55161 55161 0 13312 2515 0 4389 3903 0 96673 71790 0 629383 629383 726056 71790 629383 70094 776795 117888 284171 284171 100000 0 100000 100000 100000 391746 1035897 1045923 10478697 9584152 10044971 1175294 1461517 1512265 1903940 1780119 1536037 718 0 0 14168283 14245856 14523367 0 7479 0 7479 X 14168283 14238377 0 0 0 0 14168283 14238377 14168283 14245856 14168283 70094 0 14238377 0 14238377 FIDELITY P 3623295 3595416 27879 27879 ABBVIE INC - DONATED D 2022-12-08 2024-08-02 37389 27200 10189 10189 ABBVIE INC - DONATED D 2022-12-08 2024-08-09 37979 27200 10779 10779 ABBVIE INC - DONATED D 2022-12-08 2024-08-28 19799 13600 6199 6199 ABBVIE INC - DONATED D 2022-12-08 2024-09-04 19899 13600 6299 6299 ABBVIE INC - DONATED D 2022-12-08 2024-09-11 19899 13600 6299 6299 ABBVIE INC - DONATED D 2022-12-08 2024-09-30 19596 13600 5996 5996 ABBVIE INC - DONATED D 2022-12-08 2024-10-10 38877 27200 11677 11677 ABBVIE INC - DONATED D 2022-12-08 2024-10-15 36489 25296 11193 11193 ABBVIE INC - DONATED D 2022-12-08 2025-02-04 19084 13600 5484 5484 ABBVIE INC - DONATED D 2022-12-08 2025-03-10 21440 13600 7840 7840 ABBVIE INC - DONATED D 2022-12-08 2025-03-11 43707 27200 16507 16507 ABBVIE INC - DONATED D 2022-12-08 2025-04-04 40721 27200 13521 13521 ISRAEL BOND 12TH JUBILEE 3.27% 06/1/2025 P 2022-06-12 2025-06-01 25000 25000 0 0 SETTLEMENT FUNDS P 166127 166127 166127 CONVERSION P 1364 1364 1364 CAPITAL GAINS DIVIDENDS P 10126 10126 10126 317479 10797 0 10797 0 10797 3486 0 0 0 3486 122 7433 0 0 0 0 0 0 0 0 1 1 0 1 1 MA 1 0 0 0 0 1 N/A TRUSTEE 5087910901 306 MAIN STREET WORCESTER MA 016150034 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MELVIN S CUTLER 19333 W COUNTRY CLUB DRIVE AVENTURA FL 331802485 TRUSTEE 1.00 0 0 0 FREDERIC MULLIGAN C/O CUTLER ASSOC PO BOX 15049 WORCESTER MA 01615 TRUSTEE 1.00 1720 0 0 DOUGLAS CUTLER 1440 SE 15TH STREET FORT LAUDERDALE FL 33316 TRUSTEE 1.00 1720 0 0 ELIZABETH J CUTLER 26 ASH PLACE BAR HARBOR ME 04609 TRUSTEE 1.00 1720 0 0 ROBERT ADLER C/O SEDER CHANDLER 339 MAIN ST WORCESTER MA 01608 TRUSTEE 1.00 1720 0 0 BARBARA CROSBIE C/O CUTLER CAPITAL MGMT 306 MAIN ST WORCESTER MA 016081518 BOARD SECRETARY 1.00 4000 0 0 KELLY CUTLER 26 ASH PLACE BAR HARBOR ME 04609 TRUSTEE 1.00 1720 0 0 JACOB CUTLER C/O CUTLER CAPITAL MGMT 306 MAIN ST WORCESTER MA 016081518 TRUSTEE 1.00 1000 0 0 NONE 0 NONE 0 0 14502409 284581 100000 14886990 0 0 14886990 223305 14663685 733184 733184 10797 5272 16069 717115 0 717115 0 717115 629383 0 629383 717115 0 0 238003 403672 641675 629383 0 0 0 629383 0 87732 87732 553943 0 0 0 0 0 0 150271 403672 403672 MELVIN S CUTLER X 194 SMALL GRANTS EACH UNDER 1000 ALL TO PUBLIC CHARITIES 306 MAIN ST WORCESTER MA 01615 NONE OTHER PUBLIC CHARITY GENERAL 26625 ABBY'S HOUSE 52 HIGH ST WORCESTER MA 01609 NONE OTHER PUBLIC CHARITY GENERAL 12000 ADOPT A STUDENT PROGRAM - DIOCESE WORCESTER 49 ELM STREET WORCESTER MA 01609 NONE OTHER PUBLIC CHARITY GENERAL 1500 AISH CAMPUS BOSTON 14 EMBASSY RD BRIGHTON MA 02135 NONE OTHER PUBLIC CHARITY GENERAL 18000 AMERICAN FRIENDS OF NATAL INC 1120 AVENUE OF THE AMERICAS RENSSELAER NY 10036 NONE OTHER PUBLIC CHARITY GENERAL 24000 AMERICAN JEWISH COMMITTEE 654 MADISON AVENUE 9TH FLR NEW YORK NY 10065 NONE OTHER PUBLIC CHARITY GENERAL 6800 AMERICAN SOCIETY FOR YAD VASHEM 500 FIFTH AVENUE 42ND FLOOR NEW YORK NY 10110 NONE OTHER PUBLIC CHARITY GENERAL 18000 ANTI-DEFAMATION LEAGUE NE REGION 40 COURT ST 12 BOSTON MA 02108 NONE OTHER PUBLIC CHARITY GENERAL 30000 ARTS WORCESTER 44 PORTLAND ST WORCESTER MA 01608 NONE OTHER PUBLIC CHARITY GENERAL 7200 ARTSWAVE 20 EAST CENTRAL PARKWAY CINCINNATI OH 45202 NONE OTHER PUBLIC CHARITY GENERAL 8858 BAR HARBOR MUSIC FESTIVAL 58 COTTAGE STREET BAR HARBOR ME 04609 NONE OTHER PUBLIC CHARITY GENERAL 1800 BIG BROTHER BIG SISTER OF CENTRAL MASS 484 MAIN ST SUITE 360 WORCESTER MA 01608 NONE OTHER PUBLIC CHARITY GENERAL 5000 BROWARD CENTER FOR THE PERFORMING ARTS 201 SW 5TH AVE FORT LAUDERDALE FL 33312 NONE OTHER PUBLIC CHARITY GENERAL 1800 CENTRAL MA CHABAB 22 NEWTON AVE WORCESTER MA 01602 NONE OTHER PUBLIC CHARITY GENERAL 10000 CLARK HILLEL 950 MAIN ST WORCESTER MA 01610 NONE OTHER PUBLIC CHARITY GENERAL 30000 CONCORD LAND CONSERVATION TRUST SUDBURY RD CONCORD MA MA 01742 NONE OTHER PUBLIC CHARITY GENERAL 1800 CONGREGATION BETH EL 105 HUDSON RD SUDBURY MA 01776 NONE OTHER PUBLIC CHARITY GENERAL 3600 COPPERHEAD CHARITIES INC 36750 US HIGHWAY 19 NORTH PALM HARBOR FL 34684 NONE OTHER PUBLIC CHARITY GENERAL 9000 DRESS FOR SUCCESS WORCESTER 484 MAIN ST WORCESTER MA 01608 NONE OTHER PUBLIC CHARITY GENERAL 1000 ECOTARIUM 222 HARRINGTON WAY WORCESTER MA 01604 NONE OTHER PUBLIC CHARITY GENERAL 1000 FINDING OUR VOICES PO BOX 943 CAMDEN ME 04843 NONE OTHER PUBLIC CHARITY GENERAL 1800 FRIENDS OF UNITED HATZALAH 208 EAST 51ST STREET SUITE 303 NEW YORK NY 10022 NONE OTHER PUBLIC CHARITY GENERAL 70000 GRACE CHRISTIAN CHURCH PO BOX 540184 WALTHAM MA 024540184 NONE OTHER PUBLIC CHARITY GENERAL 1800 HERITAGE HOUSE - JERUSALEM 2410 115TH STREET RICHMOND HILL NY 11418 NONE OTHER PUBLIC CHARITY GENERAL 3600 HOLOCAUST & HUMAN RIGHTS CENTER OF MAINE 46 UNIVERSITY DR AUGUSTA ME 04330 NONE OTHER PUBLIC CHARITY GENERAL 6000 IMPACT ISRAEL 4340 E W HWY 202 BETHESDA MD 20814 NONE OTHER PUBLIC CHARITY GENERAL 18000 ISEF FOUNDATION 520 EIGHTH AVENUE 4TH FLOOR NEW YORK NY 10018 NONE OTHER PUBLIC CHARITY GENERAL 33600 JEWISH FEDERATION OF CENTRAL MASS 633 SALISBURY ST WORCESTER MA 01609 NONE OTHER PUBLIC CHARITY GENERAL 69600 JEWISH HEALTHCARE CENTER 633 SALISBURY ST WORCESTER MA 01609 NONE OTHER PUBLIC CHARITY GENERAL 2800 JEWISH NATIONAL FUND 42 E 69TH ST NEW YORK NY 10021 NONE OTHER PUBLIC CHARITY GENERAL 82600 JUDAIC STUDIES UNIVERSITY OF MAINE 5776 THE MAPLES ORONO ME 04469 NONE OTHER PUBLIC CHARITY GENERAL 3600 OHEL AVRAHAM P O BOX 95016 PALATINE IL 60095 NONE OTHER PUBLIC CHARITY GENERAL 12000 OPEN TABLEORG 33 MAIN ST MAYNARD MA 01754 NONE OTHER PUBLIC CHARITY GENERAL 1800 PEF ISRAEL ENDOWMENT FUND 630 THIRD AVE RM 1500 NEW YORK NY 10017 NONE OTHER PUBLIC CHARITY GENERAL 54000 PROJECT NEW HOPE 70 JAMES ST 157 WORCESTER MA 01603 NONE OTHER PUBLIC CHARITY GENERAL 1800 RAINBOW CHILD DEVELOPMENT CENTER 10 EDWARD ST WORCESTER MA 01605 NONE OTHER PUBLIC CHARITY GENERAL 1800 SPENCER FIREFIGHTERS ASSOCIATION 11 WEST MAIN STREET SPENCER MA 01562 NONE OTHER PUBLIC CHARITY GENERAL 1800 ST JOHN'S FOOD FOR THE POOR CENTER 44 TEMPLE ST WORCESTER MA 01604 NONE OTHER PUBLIC CHARITY GENERAL 1800 ST PETER'S CATHOLIC CHURCH 929 MAIN ST WORCESTER MA 01610 NONE OTHER PUBLIC CHARITY GENERAL 3600 UMASS MEMORIAL HEALTH CARE 306 BELMONT STREET WORCESTER MA 01604 NONE OTHER PUBLIC CHARITY GENERAL 2500 WORCESTER ART MUSEUM 55 SALISBURY ST WORCESTER MA 01609 NONE OTHER PUBLIC CHARITY GENERAL 1000 WORCESTER COUNTY FOOD BANK 474 BOSTON TURNPIKE SHREWSBURY MA 01545 NONE OTHER PUBLIC CHARITY GENERAL 7500 WORCESTER JEWISH COMMUNITY CENTER WORCESTER JEWISH COMMUNITY CENTER WORCESTER MA 01609 NONE OTHER PUBLIC CHARITY GENERAL 18000 WORCESTER PUBLIC LIBRARY FOUNDATION SALEM ST WORCESTER MA 01609 NONE OTHER PUBLIC CHARITY GENERAL 3600 ISLE THEATER COMPANY 183 NORTH DEER ISLE ROAD DEER ISLE ME 04627 NONE OTHER PUBLIC CHARITY GENERAL 1800 STUDENT SUPPORTING ISRAEL - SSI 3131 FERNBROOK LANE NORTH STE 223 PLYMOUTH MN 55447 NONE OTHER PUBLIC CHARITY GENERAL 5000 629383 0 14 527976 14 3130 18 264926 0 796032 0 796032 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES -GRKB 10211 10211 0 STATEMENT UNDER REG SEC 1.751-1(A) 990-PF PART IV SALE OF INTEREST IN ENERGY TRANSFER LPDATES OF SALE OR EXCHANGE: 9/5/2024, 10/11/24, 10/17/24, 11/20/24 AND 12/30/24GAIN/LOSS ATTRIBUTABLE TO THE SECTION 751 PROPERTY $ 23,082GAIN/LOSS ATTRIBUTABLE TO CAPITAL GAIN/LOSS ON THE SALE OF THE PARTNERSHIP INTEREST 57,412 BONDS 1461517 1512265 STOCKS 9584152 10044971 1035897 1045923 0 0 OTHER INVESTMENTS AT COST 1780119 1536037 FEDERAL TAXES RECEIVABLE 718 MASS FILING FEE 500 500 0 BANK SERVICE CHARGES 3403 3403 0 OFFICE SUPPLIES 486 0 0 ENERGY TRANSFER LP 3130 3130 3130 FEDERAL TAXES PAYABLE 0 6979 DUE TO GRKB 0 500 INVESTMENT ADVISORY FEES 55161 55161 0 FEDERAL 10797 0 0 FOREIGN TAX 2515 2515 0