2026-05-14T11:56:14-05:00 2025-12-31 364049282 PASQUESI SHEPPARD LLC 585 BANK LANE LAKE FOREST IL 60045 990PF 2025-01-01 046903459 BIERLY BOASBERG FOUNDATION BIER 6175722532 PO BOX 650202 WEST NEWTON MA 024650202 MARGARET BOASBERG TRUSTEE 6175722532 2026-05-13 1 PHOTIOS G FRANGOS P01694468 8472345000 2026-05-12 2025 2025-03-06 01:10:19Z X 14074839 X 651784 244259 244259 305 476 305 896348 244564 0 0 0 7425 7425 0 68950 68950 0 8000 1442 0 250 0 250 84625 77817 250 1526403 1526403 1611028 77817 1526653 -714680 166747 97159 59053 59053 2437058 1587569 1587569 6578602 7092856 12127501 104398 92448 300716 9217217 8831926 14074839 0 0 X 0 0 0 0 9217217 8831926 9217217 8831926 9217217 8831926 9217217 -714680 329389 8831926 0 8831926 PUBLICLY TRADEED SECURITIES 476 171 305 305 305 2318 0 2318 0 2318 6000 0 0 0 6000 0 3682 3682 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A MARGARET BOASBERG 6175722532 PO BOX 650202 WEST NEWTON MA 024650202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHRISTOPHER BIERLY PO BOX 650202 WEST NEWTON MA 024650202 TRUSTEE 1.00 0 0 0 MARGARET BOASBERG PO BOX 650202 WEST NEWTON MA 024650202 TRUSTEE 2.00 0 0 0 NONE 0 MORGAN STANLEY 1 NEW YORK PLAZA 40TH FLOOR NEW YORK NY 10004 INVESTMENT MANAGEMENT FEES 68950 0 0 11200748 1706483 0 12907231 0 0 12907231 193608 12713623 635681 635681 2318 2318 633363 0 633363 0 633363 1526653 0 1526653 633363 2205 0 0 1526653 2205 0 0 633363 891085 0 0 891085 0 0 0 0 0 0 0 891085 891085 CHRISTOPHER BIERLY MARGARET BOASBERG MARGARET BOASBERG PO BOX 650202 WEST NEWTON MA 024650202 6179653626 NOT APPLICABLE NOT APPLICABLE THE FOUNDATION MAKES CHARITABLE CONTRIBUTIONS ONLY FOR CHARITABLE, EDUCATIONAL, OR SCIENTIFIC PURPOSES DEFINED BY SEC 501(C)(3) OF THE INTERNAL REVENUE CODE. AMERICAN REPERTORY THEATRE 64 BRATTLE STREET CAMBRIDGE MA 02138 N/A PC GENERAL SUPPORT 5000 ASPCA 293 2ND AVE WALTHAM MA 02451 N/A PC GENERAL SUPPORT 10000 BEACON ACADEMY 1574 SHERMAN AVE EVANSTON IL 60201 N/A PC GENERAL SUPPORT 500 BEST FRIENDS ANIMAL SOCIETY 5001 ANGEL CANYON RD KANAB UT 84741 N/A PC GENERAL SUPPORT 500 BEYOND BATTEN DISEASE FOUNDATION 3305 STECK AVE SUITE 200 AUSTIN TX 78757 N/A PC GENERAL SUPPORT 1000 BOSTON CHILDREN'S HOSPITAL 1295 BOYLSTON STREET BOSTON MA 02215 N/A PC GENERAL SUPPORT 5000 BOYS & GIRLS CLUB OF BOSTON 200 HIGH STREET 3RD FLOOR BOSTON MA 02110 N/A PC GENERAL SUPPORT 10000 CAMBRIDGE REPRODUCTIVE HEALTH CONSULTANTS 1770 MASSACHUSETTS AVE STE 181 CAMBRIDGE MA 02140 N/A PC GENERAL SUPPORT 750 CAMP HOLIDAY TRAILS 400 HOLIDAY TRAILS LANE CHARLOTTESVILLE VA 22903 N/A PC GENERAL SUPPORT 10000 CARROLL CENTER FOR THE BLIND 770 CENTRE STREET NEWTON MA 024582530 N/A PC GENERAL SUPPORT 200 CENTRE COUNTY SPORTS HALL OF FAME PO BOX 133 LEMONT PA 168510133 N/A PC GENERAL SUPPORT 4000 CHADTOUGH DEFEAT DIPG FOUNDATION PO BOX 907 SALINE MI 48176 N/A PC GENERAL SUPPORT 3000 COMFORT ZONE CAMP 6606 WEST BOARD STREET SUITE 401 RICHMOND VA 23230 N/A PC GENERAL SUPPORT 1200 COMMUNITY FOUNDATION FOR NANTUCKET 9 BAYBERRY COURT NANTUCKET MA 02554 N/A PC GENERAL SUPPORT 5000 COURAGEOUS PARENTS NETWORK 21 ROCHESTER ROAD NEWTON MA 02458 N/A PC GENERAL SUPPORT 500 CRADLES TO CRAYONS 155 NORTH BEACON STREET BRIGHTON MA 02135 N/A PC GENERAL SUPPORT 5000 DIAN FOSSEY GORILLA FUND 800 CHEROKEE AVE SE ATLANTA GA 30315 N/A PC GENERAL SUPPORT 29814 DUKE UNIVERSITY PO BOX 90600 DURHAM NC 27708 N/A PC GENERAL SUPPORT 25559 ENDEAVOR GLOBAL 900 BROADWAY NEW YORK NY 10003 N/A PC GENERAL SUPPORT 5000 FAIRWINDS 20 VESPER LN L-1 NANTUCKET MA 02554 N/A PC GENERAL SUPPORT 500 FAMILY ACCESS OF NEWTON 492 WALTHAM STREET NEWTON MA 02465 N/A PC GENERAL SUPPORT 500 HORIZONS GREATER BOSTON 90 SANDY VALLEY ROAD DEDHAM MA 02026 N/A PC GENERAL SUPPORT 1500 HOUSING NANTUCKET 75 OLD SOUTH ROAD NANTUCKET MA 02554 N/A PC GENERAL SUPPORT 1000 INKY SANTA'S TOY DRIVE PO BOX 2595 NANTUCKET MA 02584 N/A PC GENERAL SUPPORT 1000 JOHN D SOLOMON FELLOWSHIP 165 CADMAN PLAZA BROOKLYN NY 11201 N/A PC GENERAL SUPPORT 13000 LIVE4EVAN PO BOX 845 HOPKINTON MA 01748 N/A PC GENERAL SUPPORT 200 MARINE MAMMAL ALLIANCE NANTUCKET (MMAN) PO BOX 3625 NANTUCKET MA 02584 N/A PC GENERAL SUPPORT 250 MCLEAN HOSPITAL 115 MILL STREET BELMONT MA 02478 N/A PC GENERAL SUPPORT 1000 NANTUCKET CONSERVATION FOUNDATION 118 CLIFF ROAD NANTUCKET MA 02554 N/A PC GENERAL SUPPORT 2500 NANTUCKET COTTAGE HOSPITAL 57 PROSPECT ST UNIT 1 NANTUCKET MA 02554 N/A PC GENERAL SUPPORT 6000 NANTUCKET DREAMLAND FOUNDATION PO BOX 989 NANTUCKET MA 02554 N/A PC GENERAL SUPPORT 2500 NANTUCKET PERFORMING ARTS CENTER 5 NORTH WATER STREET NANTUCKET MA 02554 N/A PC GENERAL SUPPORT 1105924 NANTUCKET SAFE HARBOR FOR ANIMALS PO BOX 2844 NANTUCKET MA 02584 N/A PC GENERAL SUPPORT 10000 NASHOBA LEARNING GROUP 10 OAK PARK DRIVE BEDFORD MA 01730 N/A PC GENERAL SUPPORT 250 NATIONAL CATHEDRAL SCHOOL 3612 WOODLEY ROAD WASHINGTON DC 20016 N/A PC GENERAL SUPPORT 259 NEWTON FOOD PANTRY 1000 COMMONWEALTH AVE NEWTON MA 02459 N/A PC GENERAL SUPPORT 1000 NEWTON-WELLESLEY CHARITY FUND 2014 WASHINGTON STREET NEWTON MA 02462 N/A PC GENERAL SUPPORT 2500 NORFOLK SPCA 916 BALLENTINE BOULEVARD NORFOLK VA 23504 N/A PC GENERAL SUPPORT 500 ON THE ISLE PO BOX 756 NANTUCKET MA 25564 N/A PC GENERAL SUPPORT 1000 PAN MASS CHALLENGE 77 4TH AVE NEEDHAM MA 02494 N/A PC GENERAL SUPPORT 503 PASADENA HUMANE 361 S RAYMOND AVE PASADENA CA 91105 N/A PC GENERAL SUPPORT 500 PROJECT BREAD - WALK FOR HUNGER 145 BORDER STREET BOSTON MA 02128 N/A PC GENERAL SUPPORT 1000 ROBERT F KENNEDY HUMAN RIGHTS 1300 19TH STREET NW WASHINGTON DC 20036 N/A PC GENERAL SUPPORT 5000 SAVE THE CHILDREN 501 KINGS HIGHWAY E 400 FAIRFIELD CT 06825 N/A PC GENERAL SUPPORT 1512 SCONSET TRUST PO BOX 821 SIASCONSET MA 02564 N/A PC GENERAL SUPPORT 12724 SQUASHBUSTERS 795 COLUMBUS AVENUE ROXBURY CROSSING MA 02120 N/A PC GENERAL SUPPORT 100 ST JUDES RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 N/A PC GENERAL SUPPORT 1000 STANFORD GSB 655 KNIGHT WAY STANFORD CA 94305 N/A PC GENERAL SUPPORT 1000 SUMMITS EDUCATION 800 BOYLSTON STREET NO 300 BOSTON MA 02199 N/A PC GENERAL SUPPORT 1000 THE CULTURAL LANDSCAPE FOUNDATION 1711 CONNECTICUT AVENUE NW 200 WASHINGTON DC 20009 N/A PC GENERAL SUPPORT 1000 THE HUMANE SOCIETY 1255 23RD STREET NW SUITE 450 WASHINGTON DC 20037 N/A PC GENERAL SUPPORT 2700 THE KELLY S BRUSH FOUNDATION 3 MAIN STREET BURLINGTON VT 05401 N/A PC GENERAL SUPPORT 250 THE NEW TEACHER PROJECT (TNTP) 500 7TH AVENUE 8TH FLOOR NEW YORK NY 10018 N/A PC GENERAL SUPPORT 5000 THRIVE FUNDS 199 OTIS STREET NEWTON MA 02465 N/A PC GENERAL SUPPORT 2500 UNIVERSITY OF VIRGINIA 1300 JEFFERSON PARK AVE CHARLOTTESVILLE VA 22903 N/A PC GENERAL SUPPORT 213083 WBUR 890 COMMONWEALTH AVE BOSTON MA 02215 N/A PC GENERAL SUPPORT 2500 YALE ALUMNI FUND 206 ELM STREET NEW HAVEN CT 06520 N/A PC GENERAL SUPPORT 625 YOUTH VILLAGES 3320 BROTHER BOULEVARD MEMPHIS TN 38133 N/A PC GENERAL SUPPORT 1000 1526403 0 14 244259 18 305 0 244564 0 244564 0 0 0 0 0 0 0 0 0 0 X X 1 CHRISTOPHER BIERLY AND MARGARET BOASBERG PO BOX 650202 WEST NEWTON MA 024650202 1553331 X 1 2,711 SHARES OF ISHARES RUSSELL MID-CAP 251310 2025-01-23 1 3,607 SHARES OF ISHARES RUSSELL MID-CAP 300716 2025-04-25 1 4,564 SHARES OF ISHARES RUSSELL MID-CAP 427601 2025-07-17 1 39 SHARES OF STATE STREET SDR S&P 500 24494 2025-07-17 1 3,470 SHARES OF ROLLS ROYCE HOLDINGS PLC 46880 2025-07-18 1 107 SHARES OF BROADCOM INC 30317 2025-07-18 1 57.393 SHARES OF NETFLIX 69402 2025-07-18 1 1,769 SHARES OF BARCLAYS PLC 36494 2025-10-02 1 483 SHARES OF TAIWAN SEMICONDUCTOR MANUFACTURING CO 139157 2025-10-02 1 1,110 SHARES OF BANCO BILBAO VIZCAYA ARGENTARIA 21179 2025-10-02 1 465 SHARES OF CRH PLC 56330 2025-10-02 1 784 SHARES OF ISHARES RUSSELL MID-CAP 76001 2025-10-02 1 301 SHARES OF ISHARES RUSSELL 2000 73450 2025-10-02 ACCOUNTING FEES 7425 7425 0 FORM 990-PF, PART I, LINE 25, COLUMN (A) CONTRIBUTIONS, GIFTS, GRANTS PAID ORGANIZATION: BIERLY BOASBERG FOUNDATIONTIN: 04-6903459TAX YEAR ENDED: DECEMBER 31, 2025FORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID:1. DATE OF DISTRIBUTION: 6/25/20252. DESCRIPTION OF PROPERTY: 126 SHARES OF AMAZON3.BOOK VALUE: $12,311.06METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $26,710.74METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 6/25/20252. DESCRIPTION OF PROPERTY: 35 SHARES OF CRH PLC3. BOOK VALUE: $1,493.61METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $3,103.45METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 6/25/20252. DESCRIPTION OF PROPERTY: 4 SHARES OF ALPHABET3. BOOK VALUE: $301.87METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $682.72METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTE FORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 6/25/20252. DESCRIPTION OF PROPERTY: 8 SHARES OF CRH PLC3. BOOK VALUE: $338.87METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $709.36METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 6/25/20252. DESCRIPTION OF PROPERTY: 7 SHARES OF SAP AG3. BOOK VALUE: $704.17METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $2,053.03METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 6/25/20252. DESCRIPTION OF PROPERTY: 22 SHARES OF SERVICENOWINC3. BOOK VALUE: $9,199.09METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $22,113.52METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 6/25/20252. DESCRIPTION OF PROPERTY: 6 SHARES OF COSTCO3. BOOK VALUE: $2,618.55METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $5,897.46METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 6/25/20252. DESCRIPTION OF PROPERTY: 8 SHARES OF CRH PLC3. BOOK VALUE: $338.87METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $712.56METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 6/25/20252. DESCRIPTION OF PROPERTY: 850 SHARES OF NVIDIA CORPORATION3. BOOK VALUE: $35,771.87METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $131,767.00METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 6/25/20252. DESCRIPTION OF PROPERTY: 52 SHARES OF SNAP-ON INC3. BOOK VALUE: $7,874.72METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $16,096.60METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 6/25/20252. DESCRIPTION OF PROPERTY: 260 SHARES OF FIDELITY 500 INDEX FUND3. BOOK VALUE: $11,905.40METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $56,109.78METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 8/5/20252. DESCRIPTION OF PROPERTY: 107 SHARES OF BROADCOM INC3. BOOK VALUE: $9,114.58METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $31,343.51METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 8/5/20252. DESCRIPTION OF PROPERTY: 89 SHARES OF ISHARES CORE S&P 500 ETF3. BOOK VALUE: $15,568.15METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $56,169.68METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 8/5/20252. DESCRIPTION OF PROPERTY: 57 SHARES OF NETFLIX3. BOOK VALUE: $24,513.77METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $65,428.59METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 8/5/20252. DESCRIPTION OF PROPERTY: 3,470 SHARES OF ROLLS ROYCE HOLDINGS PLC3. BOOK VALUE: $14,292.93METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $49,482.20METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTEFORM 990-PF, PART I, LINE 25, COLUMN (A)CONTRIBUTIONS, GIFTS, GRANTS PAID1. DATE OF DISTRIBUTION: 8/5/20252. DESCRIPTION OF PROPERTY: 16 SHARES OF ISHARES CORE S&P 500 ETF3. BOOK VALUE: $2,867.66METHOD FOR DETERMINING BOOK VALUE: TAX COST4. FAIR MARKET VALUE: $10,223.68METHOD FOR DETERMINING FAIR MARKET VALUE: STOCK MARKET QUOTE 7880 SHARES OF ISHARES BARCLAYS 1-3 YR TSY BD (SHY) 678767 652622 2351 SHARES OF ISHARES CORE S&P 500 ETF (IVV) 791794 1610294 7717 SHARES OF ISHARES MSCI EAFE ETF (EFA) 622141 741064 19726 SHARES OF ISHARES RUSSELL MID-CAP ETF (IWR) 754353 1899022 5427 SHARES OF ISHARES RUSSELL MIDCAP G ETF (IWP) 565956 743173 4299 SHARES OF ISHARES RUSSELL MIDCAP V ETF (IWS) 475553 606374 16332 SHARES OF ISHARES S&P 500 GRWTH ETF (IVW) 1132392 2013082 7320 SHARES OF ISHARES S&P 500 VAL ETF (IVE) 1047695 1552352 4192 SHARES OF PIMCO ENHANCED SHRT MTRT EXC (MINT) 425052 420625 2257 SHARES OF SPDR S&P 500 ETF TRUST (SPY) 473966 1539093 1110 SHARES OF BANCO BILBAO VIZ ARG SA ADS (BBVA) 6073 25874 1769 SHARES OF BARCLAYS PLC ADR (BCS) 12701 45021 465 SHARES OF CRH PLC (CRH) 21714 58032 483 SHARES OF TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) 54151 146779 301 SHARES OF ISHARES RUSSELL 2000 ETF (IWM) 30548 74094 1265 SHARES OF FIDELITY 500 INDEX FUND (FXAIX) AT COST 92448 300716 FILING FEES 250 0 250 UNREALIZED GAINS ON DONATED SECURITIES 329389 INVESTMENT MANAGEMENT FEES 68950 68950 0 FOREIGN TAXES 1442 1442 0 FEDERAL EXCISE TAXES 6558 0 0