2024-05-06T14:11:33-05:00 2023-12-31 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990PF 2023-01-01 010679061 SMF FOUNDATION SMFF 6177341434 163 RANGELEY ROAD CHESTNUT HILL MA 02467 SHERRI A MAHNE TRUSTEE 6177341434 2024-04-24 1 SHERRI MAHNE 999009999 1 LAURIE BENCAL P00354967 6177610600 2024-04-24 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 5357571 X 0 X 1173 1173 92225 92225 70201 423326 70201 163599 163599 0 0 0 1466 1466 0 8567 8497 0 10033 9963 0 275000 275000 285033 9963 275000 -121434 153636 86448 67016 67016 1331566 1370900 1298867 2578079 2499757 3477287 327552 263505 514401 4323645 4201178 5357571 0 0 X 1986789 1986789 0 0 2336856 2214389 4323645 4201178 4323645 4201178 4323645 -121434 0 4202211 1033 4201178 FIDELITY 6344 - PUBLICLY TRADED SECURITIES P 149508 119882 29626 29626 FIDELITY 6345 - PUBLICLY TRADED SECURITIES P 77514 70223 7291 7291 FIDELITY 6346 - PUBLICLY TRADED SECURITIES P 146662 132827 13835 13835 FIDELITY 6347 - PUBLICLY TRADED SECURITIES P 34202 30193 4009 4009 CAPITAL GAINS DIVIDENDS P 15440 15440 15440 70201 2136 0 2136 0 2136 3100 0 0 0 3100 X 0 964 964 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 1 0 0 1 N/A SHERRI A MAHNE 6177341434 163 RANGELEY ROAD CHESTNUT HILL MA 02467 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHERRI A MAHNE 163 RANGELEY ROAD CHESTNUT HILL MA 02467 TRUSTEE 1.00 0 0 0 THOMAS C MAHNE 163 RANGELEY ROAD CHESTNUT HILL MA 02467 TRUSTEE 1.00 0 0 0 AMY NAUGHTON C/O LOURIE CUTLER 60 STATE STREET BOSTON MA 02109 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 4984894 185011 0 5169905 0 0 5169905 77549 5092356 254618 254618 2136 2136 252482 0 252482 0 252482 275000 0 275000 252482 0 0 69902 69902 275000 0 0 0 252482 22518 0 0 92420 0 0 0 0 0 0 0 92420 69902 22518 SHERRI A MAHNE THOMAS C MAHNE X 2 LIFE COMMUNITIES 30 WALLINGFORD ROAD BRIGHTON MA 02135 PC GENERAL PURPOSE 20000 BRIGHAM & WOMEN'S 75 FRANCIS STREET BOSTON MA 02115 PC GENERAL PURPOSE 50000 BROOKLINE CENTER FOR COMMUNITY MENTAL HEALTH 41 GARRISON ROAD BROOKLINE MA 02445 PC GENERAL PURPOSE 25000 HEBREW SENIORLIFE 1200 CENTRE STREET ROSLINDALE MA 02131 PC GENERAL PURPOSE 85000 JEWISH NATIONAL FUND 77 FRANKLIN STREET STE 514 BOSTON MA 02110 PC GENERAL PURPOSE 85000 MCLEAN HOSPITAL 115 MILL STREET BELMONT MA 02478 PC GENERAL PURPOSE 10000 275000 0 14 1173 14 92225 18 70201 0 163599 0 163599 0 0 0 0 0 0 0 0 0 0 FIDELITY INVESTMENTS - 6344 1583443 2330497 FIDELITY INVESTMENTS - 6345 265181 337708 FIDELITY INVESTMENTS - 6346 276638 362880 FIDELITY INVESTMENTS - 6347 374495 446202 1370900 1298867 0 0 FIDELITY INVESTMENTS - 6344 AT COST 220127 466036 FIDELITY INVESTMENTS - 6345 AT COST 5062 5383 FIDELITY INVESTMENTS - 6346 AT COST 38316 42982 BOOK/TAX DIFFERENCES 1033 MASS FILING FEE 70 0 0 MANAGEMENT FEE 8497 8497 0 SHERRI A MAHNE 163 RANGELEY ROAD CHESTNUT HILL MA 02467 FOREIGN TAXES 1466 1466 0