2022-05-16T13:04:23-05:00 2021-12-31 341873282 CBIZ MHM LLC 222 SOUTH 9TH STREET SUITE 1000 MINNEAPOLIS MN 55402 990PF 2021-01-01 383671618 THE HY AND MYRA SHAPIRO FAMILY FOUNDATION - C/O LAWRENCE M SHAPIRO HYAN 6123738325 222 SOUTH 9TH STREET 2200 MINNEAPOLIS MN 554021415 LAWRENCE M SHAPIRO SECRETARY/DIRECTOR 6123738325 2022-05-13 1 LAWRENCE SHAPIRO XXX-XX-XXXX DAVID R LEVI P00130433 6123397811 2022-05-12 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 273872 X X 1 1 4525 4525 8004 63725 8004 12530 12530 0 0 0 1595 798 797 2296 2296 0 120 74 0 25 0 25 4036 3168 822 12000 12000 16036 3168 12822 -3506 9362 2510 2809 2809 8327 3345 3345 222252 223429 267718 233089 229583 273872 0 0 X 233089 229583 0 0 0 0 233089 229583 233089 229583 233089 -3506 0 229583 0 229583 363 DOUBLELINE CORE FIXED INCOME P 2021-03-23 2021-12-02 4000 4025 -25 -25 104 ISHARES MCSI USA P 2020-09-24 2021-03-23 3853 2996 857 857 14 CHARLES SCHWAB US MC ETF P 2018-02-05 2021-03-23 1029 754 275 275 14 FIDELITY ADVISOR INTL SM CAP P 2018-12-11 2021-03-23 458 335 123 123 568 FIDELITY ADVISOR REAL ESTATE P 2021-03-23 7008 6679 329 329 236 FIRST TRT LOW DRTN P 2020-02-26 2021-03-23 12081 12268 -187 -187 3 HARDING LOEVNER INTLS P 2018-02-05 2021-03-23 103 82 21 21 40 INVESCO RUSSELL 100 P 2020-04-22 2021-10-26 1973 1128 845 845 19 ISHARES MCSI EAF MN P 2019-03-27 2021-03-23 1396 1365 31 31 365 METROPOLITAN WEST TOTAL RETURN P 2019-07-24 2021-12-02 4000 3978 22 22 29 MFS VALUE A P 2018-04-16 2021-03-23 1390 1158 232 232 3 NATIONWIDE GENEVA SMALL CAP P 2018-02-05 2021-03-23 271 174 97 97 42 SCHWAB US BROAD MARKET ETF P 2020-03-13 2021-03-23 4036 2558 1478 1478 53 SCHWAB US BRAOD MARKET ETF P 2020-03-13 2021-07-13 5589 3228 2361 2361 20 SCHWAB US LARGE CAP ETF P 2018-02-05 2021-03-23 1910 1310 600 600 111 T ROWE PRICE DIVIDEND GROWTH P 2021-03-23 6886 5555 1331 1331 662 TORTOISE MLP & PIPELINE A P 2021-03-23 6298 8128 -1830 -1830 CAPITAL GAINS DIVIDENDS P 1444 1444 1444 8004 130 0 130 0 130 0 0 0 0 0 0 130 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A LAWRENCE M SHAPIRO 6123738325 222 SOUTH 9TH STREET SUITE 2200 MINNEAPOLIS MN 554021415 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MYRA L SHAPIRO 222 SOUTH 9TH STREET SUITE 2200 MINNEAPOLIS MN 554021415 DIRECTOR 1.00 0 0 0 GARY R SHAPIRO 222 SOUTH 9TH STREET SUITE 2200 MINNEAPOLIS MN 554021415 DIRECTOR 1.00 0 0 0 LAWRENCE M SHAPIRO 222 SOUTH 9TH STREET SUITE 2200 MINNEAPOLIS MN 554021415 SECRETARY, DIRECTOR 1.00 0 0 0 DANIEL G SHAPIRO 222 SOUTH 9TH STREET SUITE 2200 MINNEAPOLIS MN 554021415 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 265772 7619 0 273391 0 0 273391 4101 269290 13465 13465 130 130 13335 0 13335 0 13335 12822 0 12822 13335 9783 0 0 12822 9783 0 0 3039 0 0 0 0 0 0 0 0 10296 0 0 0 MYRA L SHAPIRO LAWRENCE M SHAPIRO X JEWISH FAMILY & CHILDREN SERVICES MINNEAPOLIS 5905 GOLDEN VALLEY RD GOLDEN VALLEY MN 55422 NONE PC TO PROVIDE SUPPORT FOR AT RISK CHILDREN AND THEIR FAMILIES. 900 JEWISH FAMILY & COMMUNITY SERVICES EAST BAY 2484 SHATTUCK AVE SUITE 210 BERKELEY CA 94704 NONE PC UNDOCUMENTED & LOW INCOME FAMILY SUPPORT 900 THE CHILDREN'S INN AT NIH 7 WEST DRIVE BETHESDA MD 20814 NONE PC TO PROVIDE SUPPORT FOR AT RISK CHILDREN AND THEIR FAMILIES. 6600 THE CHILDREN'S LAW CENTER 501 3RD STREET NW 8TH FLOOR WASHINGTON DC 20001 NONE PC TO PROVIDE SUPPORT FOR AT RISK CHILDREN AND THEIR FAMILIES. 1800 HAGAL SHELI CO JEWISH SILICON VALLEY 14855 OKA ROAD SUITE 201 LOS GATOS LA 95032 NONE PC TO PROVIDE SUPPORT FOR AT RISK CHILDREN AND THEIR FAMILIES 1800 12000 0 14 1 14 4525 18 8004 0 12530 0 12530 0 0 0 0 0 0 0 0 0 0 CBIZ 1595 798 797 CHARLES SCHWAB # 9680 AT COST 223429 267718 MN ANNUAL FILING FEE 25 0 25 BROKERAGE FEES 2261 2261 0 BANK FEES 35 35 0 FOREIGN TAXES 74 74 0 FEDERAL TAXES 46 0 0