2024-10-31T15:54:06-05:00 2023-12-31 263753134 CBIZ ADVISORS LLC 500 BOYLSTON STREET BOSTON MA 02116 990PF 2023-01-01 306170527 THE WIESLER FAMILY FOUNDATION C/O RUBIN AND RUDMAN LLP WIES 2396430257 53 STATE STREET BOSTON MA 02109 ROBERT VIGODA TRUSTEE 2396430257 2024-10-16 1 1 LAURIE BENCAL P00354967 6177610600 2024-10-16 2023 2024-10-15 13:58:12Z X 7578157 X 8526 212851 212851 43132 557646 43132 3736 0 268245 255983 0 0 0 7355 0 0 4600 0 0 8931 8931 0 276 0 0 23805 19513 0 44967 28444 0 308600 308600 353567 28444 308600 -85322 227539 1118229 738733 738733 350143 350143 5770242 5708076 6489281 6888471 6796952 7578157 0 0 X 0 0 0 0 6888471 6796952 6888471 6796952 6888471 6796952 6888471 -85322 0 6803149 6197 6796952 BROOKFIELD RENEWABLE PARTNERS LP P 2023-12-31 7706 7706 7706 ISHARES TR ESG AW MSCI EAFE P 2023-12-22 2023-12-28 31205 30971 234 234 VANGUARD WORLD FD ESG US P 2023-12-19 2023-12-28 7895 7836 59 59 ISHARES TR ESG AW MSCI EAFE P 2022-02-28 2023-12-28 168809 163816 4993 4993 VANGUARD WORLD FD ESG US P 2022-02-28 2023-12-28 342031 311891 30140 30140 43132 3163 0 3163 0 3163 6745 0 0 0 6745 X 0 3582 3582 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 1 0 0 1 N/A ROBERT VIGODA 6173307103 C/O RUBIN AND RUDMAN 53 STATE STREET BOSTON MA 02109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAL WIESLER 4850 WEST BOULEVARD COURT B-106 NAPLES FL 34103 TRUSTEE 0.00 0 0 0 ROBERT VIGODA C/O RUBIN AND RUDMAN 53 STATE STREET BOSTON MA 02109 TRUSTEE 0.00 0 0 0 JONATHAN WIESLER 157 PROSPECT AVE SAN FRANCISCO CA 94110 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 6157648 1120554 31720 7309922 0 0 7309922 109649 7200273 360014 360014 3163 3163 356851 0 356851 0 356851 308600 0 308600 356851 302763 0 0 308600 302763 0 0 5837 0 0 0 0 0 0 0 0 351014 0 0 0 X A BED AND A BOOK 301C S LIBERTY STREET WINSTON SALEM NC 27101 NONE 501(C)(3) UNRESTRICTED 1000 ALZHEIMERS ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 NONE 501(C)(3) UNRESTRICTED 25000 AMERICAN FRIENDS OF 20 WEST 36TH STREET SUITE 1100 NEW YORK NY 10018 NONE 501(C)(3) UNRESTRICTED 25000 ATRIUM HEALTH WAKE FOREST BAPTIST ONE MEDICAL CENTER BLVD WAKE FOREST NC 27101 NONE 501(C)(3) UNRESTRICTED 20000 AVERY COUNTY NC HUMANE SOCIETY 279 NEW VALE ROAD NEWLAND NC 28657 NONE 501(C)(3) UNRESTRICTED 5000 BARENBOIM-SAID FOUNDATION (USA) 435 RIVERSIDE DRIVE SUITE 122 NEW YORK NY 10025 NONE 501(C)(3) UNRESTRICTED 5400 BROWN UNIVERSITY 164 ANGELL STREET BOX 1877 PROVIDENCE RI 02912 NONE 501(C)(3) UNRESTRICTED 1800 COMBINED JEWISH PHILANTHROPIES 26 HIGH STREET BOSTON MA 021102700 NONE 501(C)(3) UNRESTRICTED 1000 DANA FARBER 10 BROOKLINE PLACE WEST BROOKLINE MA 02445 NONE 501(C)(3) UNRESTRICTED 10000 FACES OF AMERICA 345 MARKET ST NE SALEM OR 97301 NONE 501(C)(3) UNRESTRICTED 42000 FRIENDS OF IDF - LONE SOLDIER PO BOX 4224 NEW YORK NY 10163 NONE 501(C)(3) UNRESTRICTED 18000 FRIENDS OF IDF - WOUNDED SOLDIER PO BOX 4224 NEW YORK NY 10163 NONE 501(C)(3) UNRESTRICTED 15000 FRIENDS OF THE ISRAEL PO BOX 4224 NY NEW YORK NY 10163 NONE 501(C)(3) UNRESTRICTED 23000 GRASSROOTS SOCCER 15 LEBANON STREET HANOVER NH 03755 NONE 501(C)(3) UNRESTRICTED 7200 HMEA 8 FORGE PARK EAST FRANKLIN MA 02038 NONE 501(C)(3) UNRESTRICTED 1800 HUMANE SOCIETY OF FORSYTH COUNTY 4881 COUNTRY CLUB ROAD WINSTONSALEM NC 27104 NONE 501(C)(3) UNRESTRICTED 5000 JEWISH ALLIANCE FOR LAW AND SOCIAL JUSTICE 18 TREMONT STREET SUITE 320 BOSTON MA 02108 NONE 501(C)(3) UNRESTRICTED 15000 JWEEKLY PO BOX 192604 SAN FRANCISCO CA 941192604 NONE 501(C)(3) UNRESTRICTED 500 MARCH OF THE LIVING 2 WEST 45TH STREET SUITE 1500 NEW YORK NY 10036 NONE 501(C)(3) UNRESTRICTED 5000 MASS CHALLENGE ISRAEL 21 DRYDOCK AVE SUITE 610E BOSTON MA 02210 NONE 501(C)(3) UNRESTRICTED 10000 MIT INTERNATIONAL SCIENCE 77 MASSACHUSETTS AVE CAMBRIDGE MA 02139 NONE 501(C)(3) UNRESTRICTED 10000 MOFFITT CANCER CENTER 12902 MAGNOLIA DRIVE TAMPA FL 33612 NONE 501(C)(3) UNRESTRICTED 10000 NEW ISRAEL FUND PO BOX70358 PHILADELPHIA PA 19176 NONE 501(C)(3) UNRESTRICTED 6000 OUR GENERATION SPEAKS - ISRAEL BRANDEIS UNIVERSITY OFFICE OF ADVANCEMENT SYSTEMS AND DATA MANAGE WALTHAM MA 02454 NONE 501(C)(3) UNRESTRICTED 10000 SAN FRANCISCO FRIENDS SCHOOL 250 VALENCIA ST SAN FRANCISCO CA 94103 NONE 501(C)(3) UNRESTRICTED 1800 SFUSD SCHOOLS 625 DOUGLASS STREET SAN FRANCISCO CA 94114 NONE 501(C)(3) UNRESTRICTED 5500 ST JUDE 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE 501(C)(3) UNRESTRICTED 10000 TEMPLE EMANUEL WINSTON-SALEM 201 OAKWOOD DRIVE WINSTONSALEM NC 27103 NONE 501(C)(3) UNRESTRICTED 5000 THE KITCHEN SF 600 MONTGOMERY STREET SUITE 2400 SAN FRANCISCO CA 94111 NONE 501(C)(3) UNRESTRICTED 1800 YALE CANCER CENTER PO BOX 208028 NEW HAVEN CT 06520 NONE 501(C)(3) UNRESTRICTED 1800 YEAR UP 45 MILK STREET 9TH FLOOR BOSTON MA 02109 NONE 501(C)(3) UNRESTRICTED 10000 308600 0 14 212851 14 3736 18 43132 0 259719 0 259719 0 0 0 0 0 0 0 0 0 0 X X 1 WIESLER GRANDCHILDRENS TRUST UNDER MORDECHAI WIESLER 2009 TRUST 53 STATE ST BOSTON MA 02109 8526 X TAX PREPARATION FEE 4600 0 0 LEGAL FEES 7355 0 0 FIDELITY EQUITIES 247343 254524 504824 FIDELITY BOND FUNDS 942853 1267676 1110764 FIDELITY ETFS 4548437 4152935 4840752 OTHER ASSETS 31609 32941 32941 PRIOR PERIOD ADJUSTMENT 6197 MISCELLANEOUS EXPENSE 4292 0 0 INVESTMENT FEE 19497 19497 0 BANK FEES 16 16 0 NONDIVIDEND DISTRIBUTION 3736 0 0 WIESLER GRANDCHILDRENS TRUST UNDER 53 STATE ST BOSTON MA 02109 FOREIGN TAXES PAID 8931 8931 0