2023-05-12T07:09:53-05:00 2022-12-31 042088368 GRAY GRAY & GRAY LLP 150 ROYALL STREET SUITE 102 CANTON MA 02021 990PF 2022-01-01 475289272 GOLDBERG AND KAISER FAMILY FOUNDATION GOLD 7814846401 77 GRIGGS ROAD BROOKLINE MA 02446 MARK A GOLDBERG TRUSTEE 7814846401 2023-05-11 1 MARK GOLDBERG 999009999 0 C JOSEPH CICCARELLO P01202756 7814070300 2023-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 3622015 X 0 X 89725 89725 -155265 719125 0 -65540 89725 0 0 0 4900 4900 0 7980 1697 0 12399 12399 0 25279 18996 0 280754 280754 306033 18996 280754 -371573 70729 190774 117207 117207 0 479101 477125 2137539 2123857 909165 1656054 889644 778005 1198171 1198378 1340513 5182538 4808187 3622015 0 0 X 0 0 0 0 5182538 4808187 5182538 4808187 5182538 4808187 5182538 -371573 0 4810965 2778 4808187 BAIRD CORE PLUS BOND INST 2022-12-31 341290 415000 -73710 -73710 FEDEX CORP 2022-12-31 17305 13682 3623 3623 ISHARES HIGH YEILD 2022-12-31 29893 34298 -4405 -4405 WESTERN ASSET CORE PLUS BOND 2022-12-31 330637 411410 -80773 -80773 -155265 983 0 983 0 983 3960 0 0 0 3960 X 0 2977 2977 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 1 0 0 1 N/A MARK A GOLDBERG 7814846401 77 GRIGGS ROAD BROOKLINE MA 02446 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARK A GOLDBERG 77 GRIGGS ROAD BROOKLINE MA 02446 TRUSTEE 1.00 0 0 0 URSULA B KAISER 77 GRIGGS ROAD BROOKLINE MA 02446 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 SUPPORT VARIOUS CHARITIES 280754 0 4239756 142459 0 4382215 0 0 4382215 65733 4316482 215824 215824 983 983 214841 0 214841 0 214841 280754 0 280754 214841 262858 0 0 280754 262858 0 0 17896 0 0 0 0 0 0 0 0 196945 0 0 0 MARK A GOLDBERG 77 GRIGGS ROAD BROOKLINE MA 02446 7814846401 MARK.GOLDBERG41@GMAIL.COM APPLICATION SHOULD BE SUBMITTED IN WRITING, STATING AMOUNT REQUESTED AND PURPOSE NONE NONE AMERICAN CANCER SOCIETY 250 WILLIAMS STREET NW ATLANTA GA 30303 NONE PC FURTHER TAX EXEMPT PURPOSE 100800 AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC DC 20006 NONE PC FURTHER TAX EXEMPT PURPOSE 7000 BRIGHAM AND WOMEN'S HOSPITAL 116 HUNTINGTON AVENUE BOSTON MA 02116 NONE PC FURTHER TAX EXEMPT PURPOSE 45000 DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON MA 02215 NONE PC FURTHER TAX EXEMPT PURPOSE 600 HARVARD UNIVERSITY 124 MOUNT AUBURN STREET CAMBRIDGE MA 02138 NONE PC FURTHER TAX EXEMPT PURPOSE 13000 NEEDHAM COMMUNITY COUNCIL 570 HILLSIDE AVENUE NEEDHAM MA 02494 NONE PC FURTHER TAX EXEMPT PURPOSE 30000 PARTNERS IN HEALTH 800 BOYSTON STREET BOSTON MA 02199 NONE PC FURTHER TAX EXEMPT PURPOSE 3000 PINE STREET INN 444 HARRISON AVENUE BOSTON MA 02118 NONE PC FURTHER TAX EXEMPT PURPOSE 2000 ROSIE'S PLACE 889 HARRISON AVE BOSTON MA 02118 NONE PC FURTHER TAX EXEMPT PURPOSE 1000 UNIVERSITY OF NEW BRUNSWICK PO BOX 4400 FREDERICTON NEW BRUNSWICK CA E3B 5A3 NONE PC FURTHER TAX EXEMPT PURPOSE 25000 WGBH 1 GUEST STREET BOSTON MA 02135 NONE PC FURTHER TAX EXEMPT PURPOSE 500 WIKIPEDIA FOUNDATION PO BOX 98204 WASHINGTON DC DC 20090 NONE PC FURTHER TAX EXEMPT PURPOSE 100 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 NONE PC FURTHER TAX EXEMPT PURPOSE 2500 WORLD CENTRAL KITCHEN 200 MASSACHISETTS AVE NW 7TH FLOOR WASHINGTON DC DC 20001 NONE PC FURTHER TAX EXEMPT PURPOSE 250 MINUTE MAN ARC FOR HUMAN SERVICES INC 35 FOREST RIDGE RD CONCORD MA 01742 NONE PC FURTHER TAX EXEMPT PURPOSE 1000 BARN AT LEE 345 SPRING STREET LEE MA 01238 NONE PC FURTHER TAX EXEMPT PURPOSE 405 NEEDHAM HISTORY CENTER & MUSEUM 1147 CENTRAL AVENUE NEEDHAM MA 02492 NONE PC FURTHER TAX EXEMPT PURPOSE 100 THE TERMEER FOUNDATION 396 OCEAN AVE MARBLEHEAD MA 01945 NONE PC FURTHER TAX EXEMPT PURPOSE 2500 THE UNIVERSITY OF TORONTO 27 KINGS COLLEGE CIRCLE TORONTO ONTARIO CA M5S NONE PC FURTHER TAX EXEMPT PURPOSE 8019 THE ENDOCRINE SOCIETY 2055 L STREET NW SUITE 600 WASHINGTON DC DC 20036 NONE PC FURTHER TAX EXEMPT PURPOSE 25000 DESERT TRAILS ELEMENTARY SCHOOL 4315 E CASHMAN DR PHOENIX AZ 08505 NONE PC FURTHER TAX EXEMPT PURPOSE 230 MASSACHUSETTS PROSTATE CANCER COALITION 200 LINCOLN ST STE 201 BOSTON MA 02111 NONE PC FURTHER TAX EXEMPT PURPOSE 250 PINE GROVE SCHOOL 191 MAIN STREET ROWLEY MA 01969 NONE PC FURTHER TAX EXEMPT PURPOSE 2500 BIOMEDICAL SCIENCE CAREERS PROGRAM 150 WOOD ROAD SUITE 300 BRAINTREE MA 02184 NONE PC FURTHER TAX EXCEMPT PURPOSE 10000 280754 0 14 89725 18 -155265 0 -65540 0 -65540 8 THE AMOUNT ON PART XV, LINE 8, COLUMN E, IS INCOME EXCLUDED UNDER SECTION 512, 513, OR 514. 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION - GRAY, GRAY & GRAY, LLP 4900 4900 0 CHARLES SCHWAB INVESTMENTS- BOND FUNDS 889644 778005 CHARLES SCHWAB INVESTMENTS- EQUITIES 109857 374985 CANBRIDGE PHARMACEUTICALS STOCK 2014000 534180 479101 477125 0 0 CHARLES SCHWAB INVESTMENTS- EXCHANGE TRADED FUNDS AT COST 1198378 1340513 PRIOR PERIOD ADJUSTMENT 2778 INVESTMENT FEE 12399 12399 0 MARK A GOLDBERG 77 GRIGGS ROAD BROOKLINE MA 02446 FOREIGN TAX 1572 1572 0 MA DIVISION OF PUBLIC CHARITIES 125 125 0 IRS FORM 990-PF - 2022 ESTIMATE 3960 0 0 IRS 2021 FORM 990-PF TAX 2323 0 0