2025-05-15T09:39:40-05:00 2024-12-31 042088368 GRAY GRAY & GRAY LLP 150 ROYALL STREET SUITE 102 CANTON MA 02021 990PF 2024-01-01 475289272 GOLDBERG AND KAISER FAMILY FOUNDATION GOLD 7814846401 77 GRIGGS ROAD BROOKLINE MA 02446 MARK A GOLDBERG TRUSTEE 7814846401 2025-05-15 1 1 KELLY A BERARDI P01203181 7814070300 2025-05-15 2024 2025-03-06 01:10:19Z X 3540970 X 0 X 107799 107799 148775 511035 148775 256574 256574 0 0 0 7200 7200 0 3841 3841 0 12460 12460 0 23501 23501 0 175847 175847 199348 23501 175847 57226 233073 138277 173891 173891 476440 532004 538992 2123857 2091798 620228 730000 874377 840374 1157060 1016841 1367485 4625634 4688911 3540970 0 0 X 0 0 0 0 4625634 4688911 4625634 4688911 4625634 4688911 4625634 57226 6051 4688911 0 4688911 ISHARES HIGH YIELD 2024-09-26 2024-12-05 19902 20018 -116 -116 SPDR GOLD SHARES ETF 2024-01-16 57 57 57 SPDR GOLD SHARES ETF 2024-02-09 58 58 58 SPDR GOLD SHARES ETF 2024-03-18 53 53 53 SPDR GOLD SHARES ETF 2024-04-10 59 59 59 SPDR GOLD SHARES ETF 2024-05-10 62 62 62 SPDR GOLD SHARES ETF 2024-06-14 65 65 65 SPDR GOLD SHARES ETF 2024-07-16 56 56 56 SPDR GOLD SHARES ETF 2024-08-15 60 60 60 SPDR GOLD SHARES ETF 2024-09-13 61 61 61 SPDR GOLD SHARES ETF 2024-10-18 56 56 56 SPDR GOLD SHARES ETF 2024-11-15 62 62 62 SPDR GOLD SHARES ETF 2024-12-09 59 59 59 AMAZON.COM INC 2015-11-05 2024-06-18 50269 8933 41336 41336 APPLE INC 2015-11-05 2024-06-18 53776 7582 46194 46194 ISHARES HIGH YIELD CORPORATE 2024-12-05 105328 115855 -10527 -10527 ISHARES RUSSELL 2000 ETF 2024-03-20 70396 44234 26162 26162 ROCKWELL AUTOMATION INC 2017-04-05 2024-06-18 26036 15544 10492 10492 SCHWAB US DIVIDEND 2023-06-01 2024-09-26 35030 29234 5796 5796 US TREASURY NT P 2022-12-06 2024-09-15 100000 100000 0 0 SPDR GOLD SHARES ETF 2018-07-26 2024-06-18 14842 8021 6821 6821 SPDR GOLD SHARES ETF 2024-09-26 19936 9734 10202 10202 VANGUARD S&P 500 ETF 2011-10-20 2024-09-26 14812 3105 11707 11707 148775 3240 0 3240 0 3240 1920 0 0 0 1920 X 0 1320 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 175847 0 3395417 122913 0 3518330 0 0 3518330 52775 3465555 173278 173278 3240 3240 170038 0 170038 0 170038 175847 0 175847 170038 169367 0 0 175847 169367 0 0 6480 0 0 0 0 0 0 0 0 163558 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 ALZHEIMER'S ASSOCIATION 309 WAVERLY OAKS RD WALTHAM MA 02452 NONE PC FURTHER TAX EXEMPT PURPOSE 250 AMERICAN CANCER SOCIETY 250 WILLIAMS STREET NW ATLANTA GA 30303 NONE PC FURTHER TAX EXEMPT PURPOSE 65449 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 NONE PC FURTHER TAX EXEMPT PURPOSE 1000 AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC DC 20006 NONE PC FURTHER TAX EXEMPT PURPOSE 10000 BARN AT LEE 345 SPRING STREET LEE MA 01238 NONE PC FURTHER TAX EXEMPT PURPOSE 750 BIOMEDICAL SCIENCE CAREERS PROGRAM 150 WOOD ROAD SUITE 300 BRAINTREE MA 02184 NONE PC FURTHER TAX EXEMPT PURPOSE 5000 CITY YEAR BOSTON 287 COLUMBUS AVE BOSTON MA 02116 NONE PC FURTHER TAX EXEMPT PURPOSE 500 GOFUNDME - FRIENDS OF NEEDHAM DEBATE 8605 SANTA MONICA BLVD 88639 WEST HOLLYWOOD CA 90069 NONE PC FURTHER TAX EXEMPT PURPOSE 1000 HARVARD UNIVERSITY 124 MOUNT AUBURN STREET CAMBRIDGE MA 02138 NONE PC FURTHER TAX EXEMPT PURPOSE 17500 MSCPA ANGELL 350 S HUNTINGTON AVENUE BOSTON MA 02130 NONE PC FURTHER TAX EXEMPT PURPOSE 250 NEEDHAM COMMUNITY COUNCIL 570 HILLSIDE AVENUE NEEDHAM MA 02494 NONE PC FURTHER TAX EXEMPT PURPOSE 25000 NEEDHAM HISTORY CENTER & MUSEUM 1147 CENTRAL AVENUE NEEDHAM MA 02492 NONE PC FURTHER TAX EXEMPT PURPOSE 700 PAN-MASS CHALLENGE 77 4TH AVE NEEDHAM MA 02494 NONE PC FURTHER TAX EXEMPT PURPOSE 500 PARTNERS IN HEALTH 800 BOYSTON STREET BOSTON MA 02199 NONE PC FURTHER TAX EXEMPT PURPOSE 6000 PINE STREET INN 444 HARRISON AVENUE BOSTON MA 02118 NONE PC FURTHER TAX EXEMPT PURPOSE 8000 UNIVERSITY OF NEW BRUNSWICK PO BOX 4400 FREDERICTON NEW BRUNSWICK CA E3B 5A3 NONE PC FURTHER TAX EXEMPT PURPOSE 20000 WBUR 909FM 890 COMMONWEALTH AVE 3RD FLOOR BOSTON MA 02215 NONE PC FURTHER TAX EXEMPT PURPOSE 1200 WIKIPEDIA FOUNDATION PO BOX 98204 WASHINGTON DC DC 20090 NONE PC FURTHER TAX EXEMPT PURPOSE 204 A BRIGHTER WAY- CRISTINA 12 HARRINGTON STREET NEWTONVILLE MA 02460 NONE PC FURTHER TAX EXEMPT PURPOSE 1000 SUSAN G KOMEN 13770 NOEL ROAD SUITE 801889 DALLAS TX 75380 NONE PC FURTHER TAX EXEMPT PURPOSE 1000 ROSIE'S PLACE 889 HARRISON AVENUE BOSTON MA 02118 NONE PC FURTHER TAX EXEMPT PURPOSE 8000 MY SCHOOL BUCKS 765 JEFFERSON RD ROCHESTER NY 14623 NONE PC FURTHER TAX EXEMPT PURPOSE 44 THE HOME FOR LITTLE WANDERERS 72 E DEDHAM STREET BOSTON MA 02118 NONE PC FURTHER TAX EXEMPT PURPOSE 1000 NATIONAL ACADEMY OF MEDICINE 500 FIFTH STREET NW NAS 036 WASHINGTON DC 20001 NONE PC FURTHER TAX EXEMPT PURPOSE 1000 NATIONAL TAY-SACHS & ALLIED DISEASES 2001 BEACON ST 204 BRIGHTON MA 02135 NONE PC FURTHER TAX EXEMPT PURPOSE 500 175847 0 14 107799 18 148775 0 256574 0 256574 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 7200 7200 0 CHARLES SCHWAB INVESTMENTS- BOND FUNDS 874377 840374 CHARLES SCHWAB INVESTMENTS- EQUITIES 77798 589727 CANBRIDGE PHARMACEUTICALS STOCK 2014000 30501 532004 538992 0 0 CHARLES SCHWAB INVESTMENTS- EXCHANGE TRADED FUNDS AT COST 1016841 1367485 INVESTMENT FEE 12460 12460 0 PRIOR PERIOD ADJUSTMENT 6051 MARK A GOLDBERG 77 GRIGGS ROAD BROOKLINE MA 02446 FOREIGN TAX 2199 2199 0 BOND PREMIUM 307 307 0 ACCRUED INTEREST 1335 1335 0