2026-05-13T12:56:21-05:00 2025-12-31 331197384 ANDERSEN TAX LLC 125 HIGH STREET 19TH FLOOR BOSTON MA 02110 990PF 2025-01-01 200011660 THE DINOVI FAMILY FOUNDATION DINO 6172271050 11756 LAKE HOUSE CT N PALM BEACH FL 33408 ANTHONY J DINOVI TRUSTEE 6172271050 2026-05-12 1 EMMA BALIAN P01996416 6172928400 2026-05-12 2025 2025-03-06 01:10:19Z X 21372307 X 2077191 65206 65206 490706 490706 963480 7460554 2739028 75000 0 3671583 3294940 0 0 0 8000 4000 4000 5084 4959 125 13084 8959 4125 2180113 2180113 2193197 8959 2184238 1478386 3285981 1171952 3353149 3353149 8286950 7013656 10211692 4957065 8118911 7807465 2545534 0 0 16961501 18485715 21372307 0 0 X 0 0 0 0 16961501 18485715 16961501 18485715 16961501 18485715 16961501 1478386 45828 18485715 0 18485715 PUBLICLY TRADED STOCK 2025-12-31 166751 169206 -2455 -2455 PUBLICLY TRADED STOCK 2025-12-31 2114964 1884238 230726 230726 PUBLICLY TRADED STOCK 2025-12-31 1917001 122548 1794453 1794453 FIRST EAGLE LOAN SELECT FUND P 2017-04-01 2025-06-18 3120144 2545534 574610 574610 CAPITAL GAINS DIVIDENDS P 141694 141694 141694 2739028 45675 0 45675 0 45675 6896 0 0 0 6896 52 38831 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A ANTHONY J DINOVI 6172271050 11756 LAKE HOUSE CT N PALM BEACH FL 33408 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANTHONY J DINOVI 11756 LAKE HOUSE CT N PALM BEACH FL 33408 TRUSTEE 1.00 0 0 0 DEANNA L DINOVI 11756 LAKE HOUSE CT N PALM BEACH FL 33408 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 17107237 650155 0 17757392 0 0 17757392 266361 17491031 874552 874552 45675 45675 828877 0 828877 0 828877 2184238 0 2184238 828877 0 0 908039 289461 572251 564323 2334074 2184238 0 0 0 828877 1355361 0 0 3689435 0 0 0 0 0 0 908039 2781396 289461 572251 564323 1355361 ANTHONY J DINOVI X DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVE BOSTON MA 02215 NONE PC GENERAL 400000 LOST TREE VILLAGE CHARITABLE 8 CHURCH LN NORTH PALM BEACH FL 33408 NONE PC GENERAL 30000 BRIGHAM AND WOMEN'S HOSPITAL 75 FRANCIS STREET BOSTON MA 02115 NONE PC GENERAL 300000 PRESIDENT AND FELLOWS OF HARVARD MASSACHUSETTS HALL CAMBRIDGE MA 02138 NONE PC GENERAL 500000 HARVARD COLLEGE FUND 124 MOUNT AUBURN STREET CAMBRIDGE MA 02138 NONE PC GENERAL 10000 HARVARD BUSINESS SCHOOL 111 WESTERN AVENUE BOSTON MA 02163 NONE PC GENERAL 250000 HARVARD BUSINESS SCHOOL 111 WESTERN AVENUE BOSTON MA 02163 NONE PC GENERAL 100000 HARVARD BUSINESS SCHOOL 111 WESTERN AVENUE BOSTON MA 02163 NONE PC GENERAL 10000 BOSTON CHILDREN'S HOSPITAL 401 PARK DRIVE SUITE 602 BOSTON MA 02115 NONE PC GENERAL 100000 BOSTON CHILDREN'S HOSPITAL 401 PARK DRIVE SUITE 602 BOSTON MA 02115 NONE PC GENERAL 10000 CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVE CLEVELAND OH 44195 NONE PC GENERAL 100000 BRIGHAM AND WOMEN'S HOSPITAL 75 FRANCIS STREET BOSTON MA 02115 NONE PC GENERAL 10000 REGIS HIGH SCHOOL 55 E 84TH ST NEW YORK NY 10028 NONE PC GENERAL 50000 TEACH FOR AMERICA 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 NONE PC GENERAL 25000 MARK BAVIS LEADERSHIP FOUNDATION PO BOX 320310 WEST ROXBURY MA 02132 NONE PC GENERAL 5000 LAKES REGION CONSERVATION TRUST 156 DANE ROAD CENTER HARBOR NH 03226 NONE PC GENERAL 10000 CASTLE PRESERVATION SOCIETY RT 171 455 OLD MOUNTAIN ROAD MOULTONBOROUGH NH 03254 NONE PC GENERAL 2500 CYSTIC FIBROSIS FOUNDATION 4550 MONTGOMERY AVE SUITE 1100 N BETHESDA MD 20814 NONE PC GENERAL 5000 DREAM FOUNDATION 436 14TH ST SUITE 920 OAKLAND CA 94612 NONE PC GENERAL 50000 TEACH FOR ALL INC 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 NONE PC GENERAL 10000 NEWPORT NEWWORKS INC 9435 61ST STREET JURUPA VALLEY CA 92509 NONE PC GENERAL 5000 SWIM ACROSS AMERICA 11600 N COMMUNITY HOUSE ROAD SUITE 100 CHARLOTTE NC 28277 NONE PC GENERAL 5000 BALD PEAK COMMUNITY FUND 180 BALD PEAK DRIVE MOULTONBOROUGH NH 03254 NONE PC GENERAL 5000 ST PATRICK CATHOLIC CHURCH 13591 PROSPERITY FARMS ROAD PALM BEACH GARDENS FL 33410 NONE PC GENERAL 15000 THE AMERICAN FRIENDS OF JAMAICA 850 7TH AVENUE 1106 NEW YORK NY 10019 NONE PC GENERAL 10000 NEW YORK UNIVERSITY 550 1ST AVE NEW YORK NY 10016 NONE PC GENERAL 50000 OFF-BRAND OPERA 580 W 172ND STREET 4C NEW YORK NY 10037 NONE PC GENERAL 75000 GIVENGAIN 6301 NW 5TH WAY 3RD FLOOR FORT LAUDERDALE FL 33309 NONE PC GENERAL 113 ST PATRICK CATHOLIC CHURCH 13591 PROSPERITY FARMS ROAD PALM BEACH GARDENS FL 33410 NONE PC GENERAL 5000 HEU LEARNING INC 885 W END AVE APT 4C NEW YORK NY 10025 NONE PC GENERAL 10000 NEW YORK UNIVERSITY 105 EAST 17TH ST 4TH FL RM 411 NEW YORK NY 10003 NONE PC GENERAL 5000 ALS UNITED GREATER NEW YORK INC 42 BROADWAY 1724 NEW YORK NY 10004 NONE PC GENERAL 1000 1ST LIEUTENANT DEREK HINES SOLDIERS ASSISTANCE FUND INC 6 CHASE STREET WEST NEWBURY MA 01985 NONE PC GENERAL 1000 GIVENGAIN 6301 NW 5TH WAY 3RD FLOOR FORT LAUDERDALE FL 33309 NONE PC GENERAL 1000 SOUTH FLORIDA PGA CHARITABLE FOUNDATION 7201 GEORGIA AVE WEST PALM BEACH FL 33405 NONE PC GENERAL 4500 THE AMERICAN IRELAND FUND 10 POST OFFICE SQUARE N950 BOSTON MA 02109 NONE PC GENERAL 10000 2180113 0 14 65206 14 490706 18 963480 FEDERAL REFUND 75000 0 1594392 0 1594392 0 0 0 0 0 0 0 0 0 0 X X 1 ANTHONY AND DEANNA DINOVI 11756 LAKE HOUSE CT NORTH PALM BEACH FL 33408 2077191 X X 1 28 SHARES OF WESCO INTL INC 7603 2025-12-04 1 520 SHARES OF NVIDIA CORP 94765 2025-12-04 1 38 SHARES OF FABRINET 17444 2025-12-04 1 250 SHARES OF GE VERNOVA LLC 155255 2025-12-04 1 70 SHARES OF BROADCOM LTD 26615 2025-12-04 1 380 SHARES OF BROADCOM LTD 144480 2025-12-04 1 7200 SHARES OF NVIDIA CORP 1312128 2025-12-04 1 1440 SHARES OF NVIDIA CORP 262426 2025-12-04 1 266 SHARES OF NVIDIA CORP 48476 2025-12-04 TAX PREPARATION FEES 8000 4000 4000 DOUBLELINE TOTAL RETURN BOND FD CL I 1504419 1364839 LOOMIS SAYLES CORE PLUS BOND FUND CL Y 1985637 1834876 THE OSTERWEIS STRATEGIC INCOME FD 2102271 2092602 NUVEEN FLOATING RATE INCOME INDEX 2526584 2515148 BARON REAL ESTATE FUND INSTITUTIONAL 229054 260277 DFA GLOBAL REAL ESTATE SEC PORTFOLIO 239992 266688 DODGE & COX INTERNATL STOCK CL I 669005 963878 WCM FOCUSED INTL GROWTH FUND INSTL 1242258 1414492 AKRE FOCUS FUND INSTL 739367 1120614 VANGUARD COMMODITY STRATEGY FD 336552 291246 ISHARES RUSSELL 3000 INDEX FUND 2530042 4477570 VANGUARD INTL EQUITY INDEX FDS FTSE EMR 720466 920385 ISHARES GOLD TR ISHARES 135826 340508 BROADCOM INC COM 10220 156034 BROADCOM INC COM ADDITIONAL BOOK BASIS 160874 0 FEDERAL REFUND 75000 75000 TIMING DIFFERENCE 45828 FOREIGN TAX WITHHELD 4959 4959 0 MA FILING FEE 125 0 125