2024-10-30T10:18:53-05:00 2023-12-31 263753134 CBIZ ADVISORS LLC 500 BOYLSTON STREET BOSTON MA 02116 990PF 2023-01-01 043369962 TREFLER FOUNDATION TREF 6174541135 233 NEEDHAM STREET 210 NEWTON MA 02464 PAMELA TREFLER TRUSTEE 6174541135 2024-10-28 1 1 LAURIE BENCAL P00354967 6177610600 2024-10-28 2023 2024-10-15 13:58:12Z X 5041485 X 1496400 21063 21063 6720 6720 -270840 1053460 1053411 1253343 1081194 250750 0 175525 265218 0 125979 140244 0 58031 32084 0 0 5370 0 0 36203 0 16009 3291 0 67487 0 32056 2923 0 1388 280548 0 75432 1084118 0 484420 685500 685500 1769618 0 1169920 -516275 1081194 84876 86171 86171 1691637 1037381 1037381 22440 15959 15959 2396800 3811080 3811080 179581 169845 13027 9736 9736 133690 81158 81158 4342470 5041485 5041485 7061 24819 200000 140692 83804 347753 108623 X 0 0 0 0 3994717 4932862 3994717 4932862 4342470 5041485 3994717 -516275 1454420 4932862 0 4932862 12000 SHS OF PEGASYSTEMS D 2023-03-16 550697 27 550670 550670 10000 SHS OF PEGASYSTEMS D 2023-06-14 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1169920 0 0 0 214516 955404 0 0 4559636 0 0 0 0 0 0 214032 4345604 861389 786027 1270908 471876 955404 ALAN N TREFLER PAMELA L TREFLER X 1 DAY SOONER 2093 PHILADELPHIA PIKE 6363 CLAYMONT DE 01970 N/A PC UNRESTRICTED CHARITABLE GIFT 7500 BOSTON DEBATE LEAGUE 1542 TREMONT ST BOSTON MA 02120 N/A PC UNRESTRICTED CHARITABLE GIFT 15000 BOSTON POLICE ACTIVITIES LEAGUE PO BOX 220645 DORCHESTER MA 02122 N/A PC UNRESTRICTED CHARITABLE GIFT 10000 BOYS & GIRLS CLUB BOSTON 200 HIGH ST 3RD FLOOR BOSTON MA 02110 N/A PC UNRESTRICTED CHARITABLE GIFT 15000 COMMONWEALTH KITCHEN 196 QUINCY ST BOSTON MA 02121 N/A PC UNRESTRICTED CHARITABLE GIFT 10000 DADDY & ME INC 703 METROPOLITAN AVENUE HYDE PARK MA 02136 N/A PC UNRESTRICTED CHARITABLE GIFT 10000 FOUNDATION FOR BCYF 1483 TREMONT ST BOSTON MA 02120 N/A PC UNRESTRICTED CHARITABLE GIFT 10000 GENUNITY 492 ADAMS MAIL CTR CAMBRIDGE MA 021387533 N/A PC UNRESTRICTED CHARITABLE GIFT 10000 HOOPS COLLABORATIVE YOUTH DEVELOPMENT PROGRAM 27 LIVINGSTON RD BROCKTON MA 023012433 N/A PC UNRESTRICTED CHARITABLE GIFT 7500 LEADERSHIP BRAINERY 266A BEACON STREET BOSTON MA 02116 N/A PC UNRESTRICTED CHARITABLE GIFT 10000 LOUIS D BROWN PEACE INSTITUTE 15 CHRISTOPHER ST DORCHESTER MA 02122 N/A PC UNRESTRICTED CHARITABLE GIFT 10000 MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA STREET SUITE 540 BOSTON MA 02114 N/A PC UNRESTRICTED CHARITABLE GIFT 200000 MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA STREET SUITE 540 BOSTON MA 02114 N/A PC UNRESTRICTED CHARITABLE GIFT 87000 MASSACHUSETTS PROJECT 351 50 MILK STREET 16TH FL BOSTON MA 02109 N/A PC UNRESTRICTED CHARITABLE GIFT 10000 MSPCA ANGELL 350 SOUTH HUNTINGTON AVE BOSTON MA 02130 N/A PC UNRESTRICTED CHARITABLE GIFT 25000 NOBLE AND GREENOUGH SCHOOL 10 CAMPUS DR DEDHAM MA 02114 N/A PC UNRESTRICTED CHARITABLE GIFT 57000 PIM PROJECT 7 LINDEN PARK DRIVE RANDOLPH MA 02368 N/A PC UNRESTRICTED CHARITABLE GIFT 10000 PANTHERS LEGENDS ACADEMIC YOUTH 21 MONTCLAIR AVE WEST ROXBURY MA 021327850 N/A PC UNRESTRICTED CHARITABLE GIFT 15000 PHILANTHROPY MA 133 FEDERAL ST SUITE 802 BOSTON MA 02110 N/A PC UNRESTRICTED CHARITABLE GIFT 8500 ROSE CONSERVATORY 1350 PLEASANT STREET BROCKTON MA 02301 N/A PC UNRESTRICTED CHARITABLE GIFT 7500 SCORE 4 MORE 202 HIGHLAND ST ROXBURY MA 02119 N/A PC UNRESTRICTED CHARITABLE GIFT 10000 SHINE BRIGHT WORKSHOPS 93 MONROE ST NORWOOD MA 020624265 N/A PC UNRESTRICTED CHARITABLE GIFT 15000 SMASH MOUTH WRESTLING CLUB INC 20 PARTRIDGE CIRCLE BROCKTON MA 02301 N/A PC UNRESTRICTED CHARITABLE GIFT 5000 SOCIAL CAPITAL INC 31 HEATH ST BOSTON MA 02109 N/A PC UNRESTRICTED CHARITABLE GIFT 3000 THE BASE 150 SHIRLEY STREET ROXBURY MA 02119 N/A PC UNRESTRICTED CHARITABLE GIFT 10000 THE BOSTON FOUNDATION 75 ARLINGTON STREET 3RD FLOOR BOSTON MA 02116 N/A PC UNRESTRICTED CHARITABLE GIFT 10000 THE CENTER FOR TEEN EMPOWERMENT 384 WARREN STREET ROXBURY MA 02119 N/A PC UNRESTRICTED CHARITABLE GIFT 10000 THE TEACHERS LOUNGE 208 POPLAR ST ROSLINDALE MA 021313616 N/A PC UNRESTRICTED CHARITABLE GIFT 15000 THE UPWARD PROJECT 65 MORA STREET BOSTON MA 02124 N/A PC UNRESTRICTED CHARITABLE GIFT 7500 UNION CAPITAL BOSTON 31 HEATH ST BOSTON MA 02130 N/A PC UNRESTRICTED CHARITABLE GIFT 25000 UNITED SOUTH END SETTLEMENTS 48 RUTLAND STREET BOSTON MA 02118 N/A PC UNRESTRICTED CHARITABLE GIFT 10000 YOUTH GUIDANCE BOSTON 50 MILK ST 16TH FLOOR BOSTON MA 02109 N/A PC UNRESTRICTED CHARITABLE GIFT 20000 YOUTH IN CRISIS MINISTRY 49 FOWLER STREET RANDOLPH MA 02368 N/A PC UNRESTRICTED CHARITABLE GIFT 10000 685500 0 14 21063 14 6720 18 -270840 0 -243057 0 -243057 0 0 0 0 0 0 0 0 0 0 X X 1 ALAN TRELFER 36 GREEN HILL ROAD BROOKLINE MA 02445 1496400 X 1 30,000 SHARES OF PEGASYSTEMS, INC. STOCK 1496400 2023-12-21 ACCOUNTING 32084 0 0 COMPUTER EQUIPMENT 1998-07-10 3008 3008 200DB 5.000000000000 0 0 COMPUTER EQUIPMENT 1998-07-10 7018 7018 200DB 5.000000000000 0 0 VOICE MAIL 1998-12-16 3473 3473 200DB 5.000000000000 0 0 PHONES 1998-03-04 1303 1303 200DB 5.000000000000 0 0 COPIER MACHINE 1998-05-09 2672 2672 200DB 5.000000000000 0 0 FAX MACHINE 1998-07-10 393 393 150DB 5.000000000000 0 0 OFFICE FURNIGHINGS 1998-05-06 15827 15827 200DB 7.000000000000 0 0 ARTWORK 1998-08-01 2112 2112 200DB 7.000000000000 0 0 DELL COMPUTERS 1999-07-01 6922 6922 200DB 5.000000000000 0 0 SUPPLIES INSTALLATION 1999-07-01 1010 1010 200DB 5.000000000000 0 0 PALM V'S 1999-07-01 990 990 200DB 5.000000000000 0 0 COMPUTER 1999-07-01 3278 3278 200DB 5.000000000000 0 0 DELL COMPUTERS 1999-07-01 3602 3602 200DB 5.000000000000 0 0 FAX MACHINE 1999-07-01 1029 1029 200DB 5.000000000000 0 0 JCI PHONE SYSTEM 2000-05-01 7611 7611 200DB 5.000000000000 0 0 OFFICE FURNIGHINGS 2000-02-22 6705 6705 200DB 7.000000000000 0 0 OFFICE FURNIGHINGS 2000-02-28 3363 3363 200DB 7.000000000000 0 0 OFFICE FURNIGHINGS 2000-05-01 10261 10261 200DB 7.000000000000 0 0 COMPUTER EQUIPMENT 2000-03-14 29257 29257 200DB 5.000000000000 0 0 COMPUTER EQUIPMENT 2000-04-10 2684 2684 200DB 5.000000000000 0 0 COMPUTER EQUIPMENT 2000-04-10 3552 3552 200DB 5.000000000000 0 0 COMPUTER EQUIPMENT 2002-07-09 7259 7259 200DB 5.000000000000 0 0 COPIER MACHINE 2002-07-29 9285 9285 200DB 5.000000000000 0 0 COMPUTER EQUIPMENT 2009-09-29 3052 3052 200DB 5.000000000000 0 0 PHONES 1998-05-06 1433 1433 200DB 5.000000000000 0 0 COMPUTER EQUIPMENT 2020-03-31 2361 1338 200DB 5.000000000000 472 0 OFFICE FURNIGHINGS 2020-03-31 16981 6873 200DB 7.000000000000 2427 0 OFFICE FURNIGHINGS 2020-11-30 2745 849 200DB 7.000000000000 392 0 PEGASYSTEMS, INC. 3811080 3811080 COMPUTER EQUIPMENT 3008 3008 0 COMPUTER EQUIPMENT 7018 7018 0 VOICE MAIL 3473 3473 0 PHONES 1303 1303 0 COPIER MACHINE 2672 2672 0 FAX MACHINE 393 393 0 OFFICE FURNIGHINGS 15827 15827 0 ARTWORK 2112 2112 0 DELL COMPUTERS 6922 6922 0 SUPPLIES INSTALLATION 1010 1010 0 PALM V'S 990 990 0 COMPUTER 3278 3278 0 DELL COMPUTERS 3602 3602 0 FAX MACHINE 1029 1029 0 JCI PHONE SYSTEM 7611 7611 0 OFFICE FURNIGHINGS 6705 6705 0 OFFICE FURNIGHINGS 3363 3363 0 OFFICE FURNIGHINGS 10261 10261 0 THE JOURNEY SHIP, INC 3100 3100 0 MICROEDGE, INC. 15080 15080 0 MICROEDGE, INC. 2215 2215 0 COMPUTER EQUIPMENT 29257 29257 0 COMPUTER EQUIPMENT 2684 2684 0 COMPUTER EQUIPMENT 3552 3552 0 COMPUTER EQUIPMENT 7259 7259 0 COPIER MACHINE 9285 9285 0 COMPUTER EQUIPMENT 3052 3052 0 PHONES 1433 1433 0 COMPUTER EQUIPMENT 2361 1810 551 OFFICE FURNIGHINGS 16981 9300 7681 OFFICE FURNIGHINGS 2745 1241 1504 CAPITALIZED LEASE COSTS 133690 81158 81158 CONSULTANTS 49500 0 49500 DUES & SUBSCRIPTIONS 26114 0 12404 INSURANCE 5875 0 2791 MEALS & ENTERTAINMENT 4247 0 2017 OFFICE SUPPLIES 3521 0 1672 PARKING 693 0 329 PAYROLL SERVICE FEES 9580 0 4551 POSTAGE 317 0 151 OFFICE EXPENSE 20468 0 9722 ACCRUAL TO CASH ADJUSTMENT 0 0 -14404 MISCELLANEOUS EXPENSE 14104 0 6699 EVENTS 146129 0 0 GRANT PAYABLE ADJUSTMENT 208500 CURRENT YEAR UNREALIZED GAIN/(LOSS) ADJUSTMENT 1242180 PRIOR YEAR UNREALIZED GAIN/(LOSS) ADJUSTMENT 3740 CURRENT YEAR STOCK GIFT ADJUSTMENT 3740 0 OPERATING LEASE LIABILITY CURRENT 53148 55436 OPERATING LEASE LIABILITY LONG TERM 83804 28368 RETIREMENT FUND CONSULTING 5370 0 0 ALAN TREFLER 36 GREEN HILL ROAD BROOKLINE MA 02445 PAMELA TREFLER 36 GREEN HILL ROAD BROOKLINE MA 02445 PAYROLL TAXES 33703 0 16009 FEDERAL TAXES 2500 0 0