2026-05-14T12:24:12-05:00 2025-12-31 881478669 CBIZ ADVISORS LLC 555 LONG WHARF DRIVE NEW HAVEN CT 06511 990PF 2025-01-01 460538779 ROBERT AND VIRGINIA SHILLER FOUNDATION SHIL 2037872182 PO BOX 136 BELMONT MA 02478 VIRGINIA SHILLER CO-TRUSTEE 2037872182 2026-05-13 1 TIMOTHY PEABODY CPA P01491411 2037819600 2026-05-13 2025 2025-03-06 01:10:19Z X 20079041 X 3783534 6864 6864 483904 483904 917262 5036352 917262 5191564 1408030 0 0 0 4325 2163 2163 57203 57203 0 12965 5156 0 491 27 0 74984 64549 2163 740500 740500 815484 64549 742663 4376080 1343481 1389096 4575194 4575194 21689 8015 21689 21689 6988591 7115288 9064480 6124252 6361867 6417678 14509954 18074038 20079041 0 0 X 0 0 0 0 14509954 18074038 14509954 18074038 14509954 18074038 14509954 4376080 0 18886034 811996 18074038 JPM X0004 2025-12-31 1022010 1032781 -10771 -10771 JPM X0004 2025-12-31 939567 946066 -6499 -6499 JPM X0004 2025-12-31 3 3 3 JPM X9005 2025-12-31 318398 304783 13615 13615 JPM X9005 2025-12-31 162480 146142 16338 16338 JPM X9008 2025-12-31 2593894 1689318 904576 904576 917262 18674 0 18674 0 18674 9000 0 0 0 9000 0 9674 0 0 0 0 0 0 0 0 0 0 1 1 CT MA 1 0 1 0 0 1 NONE ROBERT AND VIRGINIA SHILLER 2037872182 PO BOX 136 BELMONT MA 02478 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT SHILLER PO BOX 136 BELMONT MA 02478 TRUSTEE 0.50 0 0 0 VIRGINIA SHILLER PO BOX 136 BELMONT MA 02478 TRUSTEE 0.50 0 0 0 DEREK SHILLER PO BOX 136 BELMONT MA 02478 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 14381468 1398337 1238 15781043 0 0 15781043 236716 15544327 777216 777216 18674 18674 758542 0 758542 0 758542 742663 0 742663 758542 0 0 8058 8058 742663 0 0 0 742663 0 8058 8058 0 0 0 0 0 7821 0 0 0 ROBERT SHILLER VIRGINIA SHILLER X BRANDEIS UNIVERSITY 415 SOUTH STREET MS 126 WALTHAM MA 02453 NONE PC TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. 30000 CENTER FOR REPRODUCTIVE RIGHTS 199 WATER STREET NEW YORK NY 10038 NONE PC TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. 35000 CHILDREN'S CANCER THERAPY DEVELOPMENT INSTITUTE 12655 SW BEAVERDAM ROAD WEST BEAVERTOWN OR 97005 NONE PC TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. 30000 COMMUNITY FOUNDATION OF MIDDLESEX COUNTY 49 MAIN STREET MIDDLETOWN CT 06457 NONE PC TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. 5000 COMMUNITY INITIATIVES 1000 BROADWAY SUITE 480 OAKLAND CA 94607 NONE PC TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. 5000 GOOD FOOD INSTITUTE P O BOX 96503 PMB 42019 WASHINGTON DC 200906503 NONE PC TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. 30000 HOLE IN THE WALL GANG 555 LONG WHARF DRIVE NEW HAVEN CT 06511 NONE PC TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. 5000 LEAGUE OF WOMEN VOTERS 1730 M STREET NW SUITE 1000 WASHINGTON DC 200364508 NONE PC TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. 20000 PLANNED PARENTHOOD FEDERATION AMERICA PO BOX 97166 WASHINGTON DC 97166 NONE PC TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. 35000 PLAYERS PHILANTHROPY FUND 1122 KENILWORTH DRIVE SUITE 201 TOWSON MD 21204 NONE PC TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. 5000 PROPUBLICA 155 AVENUE OF THE AMERICAS 13TH FLOOR NEW YORK NY 10013 NONE PC TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. 50000 SOUTHPORT SCHOOL 214 MAIN STREET SOUTHPORT CT 06890 NONE PC TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. 2500 AMERICAN JOURNALISM PROJECT 6218 GEORGIA AVE NW SUITE 1-599 WASHINGTON DC 200115125 NONE PC TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. 25000 GLOBAL IMPACT 2300 N ST NW SUITE 501A WASHINGTON DC 20037 NONE PC TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. 20000 BOSTON CHILDREN'S CHORUS 186 LINCOLN ST SUITE 401 BOSTON MA 02111 NONE PC TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. 3000 PBS FOUNDATION 1225 SOUTH CLARK STREET ARLINGTON VA 22202 NONE PC TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. 425000 NHPBS 268 MAST ROAD DURHAM NH 03824 NONE PC TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. 10000 SENTIENT MEDIA 2261 MARKET STREET 86748 SAN FRANCISCO CA 94114 NONE PC TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. 5000 740500 0 14 6864 14 483904 18 917262 0 1408030 0 1408030 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT AND VIRGINIA SHILLER 55 WATERTOWN STREET UNIT 460 LEXINGTON MA 02421 1280000 X 2 ROBERT AND VIRGINIA SHILLER 55 WATERTOWN STREET UNIT 460 LEXINGTON MA 02421 2503534 X X 2 SEE ATTACHMENT. 2503534 2025-11-21 ACCOUNTING FEES 4325 2163 2163 JP MORGAN #0004 6361867 6417678 JP MORGAN #9005 7113098 9060862 JP MORGAN #9008 2190 3618 TO ADJUST VALUE OF CONTRIBUTED SECURITIES TO COST BASIS(FMV LESS COST BASIS) 811996 POST OFFICE BOX RENTAL 464 0 0 UNIT COST BASIS CHANGE 27 27 0 INVESTMENT FEES 57203 57203 0 ROBERT AND VIRGINIA SHILLER PO BOX 136 BELMONT MA 02478 FEDERAL TAX 7809 0 0 FOREIGN TAX 5156 5156 0