2026-05-15T15:25:07-05:00 2025-12-31 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990PF 2025-01-01 201034607 SANDS FAMILY FOUNDATION C/O GERALD SANDS SAND 6179652000 5301 GREAT MEADOW ROAD DEDHAM MA 02026 GERALD SANDS TRUSTEE 6179652000 2026-05-12 1 CHARLES N CICCONE P01274937 6178075000 2026-05-12 2025 2025-03-06 01:10:19Z X 1503786 X 0 X 29881 29881 53822 127794 53822 83703 83703 0 0 0 5930 5930 0 1680 477 0 3354 3319 0 10964 9726 0 32142 32142 43106 9726 32142 40597 73977 15982 13415 13415 100957 105398 93445 853610 892250 1396926 970549 1011063 1503786 5930 5930 5930 5930 X 0 0 0 0 964619 1005133 964619 1005133 970549 1011063 964619 40597 0 1005216 83 1005133 FIDELITY TOTAL BOND ETF 60946 73972 -13026 -13026 CAPITAL GAINS DIVIDENDS P 66848 66848 66848 53822 1028 0 1028 0 1028 800 0 0 0 800 X 0 228 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A GERALD SANDS 6179652000 NEWBRIDGE ON THE CHARLES 5301 GREAT MEADOW ROAD DEDHAM MA 02026 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GERALD SANDS 5301 GREAT MEADOW ROAD DEDHAM MA 02026 TRUSTEE 1.00 0 0 0 LUCILLE SANDS 5301 GREAT MEADOW ROAD DEDHAM MA 02026 TRUSTEE 1.00 0 0 0 STEVEN J SANDS 5301 GREAT MEADOW ROAD DEDHAM MA 02026 TRUSTEE 1.00 0 0 0 DAVID SANDS 5301 GREAT MEADOW ROAD DEDHAM MA 02026 TRUSTEE 1.00 0 0 0 DONNA RAMSDELL 5301 GREAT MEADOW ROAD DEDHAM MA 02026 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1449050 5396 0 1454446 0 0 1454446 21817 1432629 71631 71631 1028 1028 70603 0 70603 0 70603 32142 0 32142 70603 0 0 0 32142 0 0 0 32142 0 0 0 0 0 0 0 0 38461 0 0 0 GERALD SANDS LUCILLE SANDS X AMERICAN CANCER SOCIETY C/O SANDS FAMILY FOUNDATION NEWBRIDGE ON THE CHARLES 5301 GR ME DEDHAM MA 02026 NONE PC UNRESTRICTED GIFT 100 AMERICAN HEART ASSOCIATION C/O SANDS FAMILY FOUNDATION NEWBRIDGE ON THE CHARLES 5301 GR ME DEDHAM MA 02026 NONE PC UNRESTRICTED GIFT 205 AMERICAN RED CROSS 274 TREMONT ST BOSTON MA 02116 NONE PC UNRESTRICTED GIFT 100 AUTISM SPEAKS 1060 STATE ROAD 2ND FLOOR PRINCETON NJ 37148 NONE PC UNRESTRICTED GIFT 350 BIG BROTHERS BIG SISTERS OF AMERICA 2502 N ROCKY POINT DRIVE SUITE 100 TAMPA FL 33607 NONE PC UNRESTRICTED GIFT 100 BOSTON CHILDRENS 850 SUMMER STREET SOUTH BOSTON MA 02127 NONE PC UNRESTRICTED GIFT 200 DANA FARBER JIMMY FUND 10 BROOKLINE PLACE WEST 6TH FLOOR BROOKLINE MA 02445 NONE PC UNRESTRICTED GIFT 200 DISABLED AMERICAN VETERANS 90 ASHCROFT STREET DEDHAM MA 02026 NONE PC UNRESTRICTED GIFT 100 FEED THE CHILDREN 333 N MERIDIAN OKLAHOMA CITY OK 73107 NONE PC UNRESTRICTED GIFT 100 FEED THE HUNGRY FAMILY 516 ESSEX ST LAWRENCE MA 01840 NONE PC UNRESTRICTED GIFT 200 FEEDING AMERICA 35 E WACKER DRIVE SUITE 2000 CHICAGO IL 60601 NONE PC UNRESTRICTED GIFT 100 FOOD FOR THE POOR 6401 LYONS ROAD COCONUT CREEK FL 33073 NONE PC UNRESTRICTED GIFT 100 GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON MA 02118 NONE PC UNRESTRICTED GIFT 100 HABITAT FOR HUMANITY 285 PEACHTREE CENTER AVE NE SUITE 2700 ATLANTA GA 30303 NONE PC UNRESTRICTED GIFT 100 HOME FOR LITTLE WANDERERS 10 GUEST STREET SUITE 3 BOSTON MA 02135 NONE PC UNRESTRICTED GIFT 700 HUMANE SOCIETY OF THE UNITED STATES 1255 23RD STREET NW SUITE 450 WASHINGTON DC 20037 NONE PC UNRESTRICTED GIFT 100 JEFFERSON FOUNDATION 126 S 9TH STREET SUITE 600 PHILADELPHIA PA 19107 NONE PC UNRESTRICTED GIFT 1000 LAZARUS HOUSE MINISTRIES 412 HAMPSHIRE ST LAWRENCE MA 01841 NONE PC UNRESTRICTED GIFT 100 MAKE-A-WISH FOUNDATION C/O SANDS FAMILY FOUNDATION NEWBRIDGE ON THE CHARLES 5301 GR ME DEDHAM MA 02026 NONE PC UNRESTRICTED GIFT 600 MARCH OF DIMES FOUNDATION 1275 MAMARONECK AVENUE WHITE PLAINES NY 10605 NONE PC UNRESTRICTED GIFT 100 MHHS FOUNDATION PO BOX 5005 KENT WA 98064 NONE PC UNRESTRICTED GIFT 10000 SAFE PASSAGE 76 CARLTON DR NORTHAMPTON MA 01060 NONE PC UNRESTRICTED GIFT 155 SALVATION ARMY 615 SLATERS LANE ALEXANDRIA VA 22314 NONE PC UNRESTRICTED GIFT 100 SAVE THE CHILDREN FEDERATION 501 KINGS HIGHWAY E 400 FAIRFIELD CT 06825 NONE PC UNRESTRICTED GIFT 100 SCHOLARHSIP AMERICA 7900 INTERNATIONAL DRIVE SUITE 500 MINNEAPOLIS MN 55425 NONE PC UNRESTRICTED GIFT 100 SHRINERS HOSPITAL 2900 N ROCKY POINT DRIVE TAMPA FL 33607 NONE PC UNRESTRICTED GIFT 200 SINAI HOSPITAL 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 NONE PC UNRESTRICTED GIFT 2500 SMILE TRAIN 633 THIRD AVE 9TH FLOOR NEW YORK NY 10017 NONE PC UNRESTRICTED GIFT 100 SPECIAL OLYMPICS 1133 19TH STREET NW WASHINGTON DC 20036 NONE PC UNRESTRICTED GIFT 100 ST JUDE HOSPITAL 262 DANNY THOMAS PLACE MAIL STOP 761 MEMPHIS TN 38105 NONE PC UNRESTRICTED GIFT 800 TEMPLE BETH SHALOM 670 HIGHLAND AVENUE NEEDHAM HEIGHTS MA 02494 NONE PC UNRESTRICTED GIFT 2652 THE JULIE FUND PO BOX 620657 NEWTON LOWER FALLS MA 02462 NONE PC UNRESTRICTED GIFT 5300 TUNNELS TO TOWERS 2361 HYLAN BLVD STATEM ISLAND NY 10306 NONE PC UNRESTRICTED GIFT 200 UNITED SERVICE ORGANIZATION PO BOX 96860 WASHINGTON DC 20090 NONE PC UNRESTRICTED GIFT 100 WEST END HOUSE 105 ALLSTON STREET ALLSTON MA 02134 NONE PC UNRESTRICTED GIFT 5080 32142 0 14 29881 18 53822 0 83703 0 83703 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 5930 5930 0 LOOMIS SAYLES INVESTMENT GRADE BOND CLASS Y 105398 93445 EATON VANCE FLOATING RATE HIGH INCOME AT COST 25000 23540 EDGEWOOD GROWTH FUND INSTI AT COST 193991 203157 INVESCO S&P MIDCAP LOW AT COST 90083 124734 ISHARES CORE MSCI EAFE ETF AT COST 109639 162817 ISHARES CORE MSCI EMERGING MARKETS ETF AT COST 49581 60498 LORD ABBETT FLOATING RATE FUND CLASS I AT COST 25000 24219 STATE STREET DOUBLELINE AT COST 32276 27249 SPDR S&P 500 ETF TR AT COST 105407 330731 VANGUARD INDEX FUNDS VANGUARD MID CAP ETF AT COST 80915 174132 VANGUARD INDEX FUNDS VANGUARD SMALL CAP ETF AT COST 69637 141873 ISHARES BITCOIN TRUST ETF AT COST 110721 123976 BOOK/TAX DIFFERENCE 83 INVESTMENT MANAGEMENT FEE 3319 3319 0 STATE FILING FEE 35 0 0 OTHER CURRENT LIABILITY 5930 5930 FEDERAL TAX PAID 1203 0 0 FOREIGN TAXES PAID 477 477 0