2024-11-12T09:32:49-06:00 2023-12-31 263753134 CBIZ ADVISORS LLC 500 BOYLSTON STREET BOSTON MA 02116 990PF 2023-01-01 046956130 THE AM FUND AMFU 6175744032 220 BOYLSTON STREET BOSTON MA 02116 ARNOLD HIATT TRUSTEE 6175744032 2024-10-24 1 0 JOANNA D POWELL P01488107 6177610600 2024-10-24 2023 2024-10-15 13:58:12Z X 1633523 X 610916 308 308 15057 15057 246562 288673 288673 872843 304038 0 0 0 43333 0 43333 3260 0 3260 6850 6850 0 24082 24082 0 3804 3804 0 20245 0 20245 3618 0 3618 105192 34736 70456 438100 438100 543292 34736 508556 329551 269302 25874 107233 107233 1278098 1526290 1526290 3272 3272 1303972 1633523 1633523 80851 80851 80851 80851 X 85886 85886 0 0 1137235 1466786 1223121 1552672 1303972 1633523 1223121 329551 0 1552672 0 1552672 CHARLES SCHWAB - 3244 2023-12-31 236010 236010 236010 CHARLES SCHWAB - 9131 2023-12-31 2810 2810 2810 CHARLES SCHWAB - 9131 2023-12-31 49853 49853 49853 288673 3743 0 3743 0 3743 1600 0 5000 0 6600 X 0 2857 2857 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A ARNOLD HIATT 6175744032 220 BOYLSTON STREET BOSTON MA 02116 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ARNOLD S HIATT 220 BOYLSTON STREET BOSTON MA 02116 TRUSTEE 5.00 0 0 0 AMY R HIATT 220 BOYLSTON STREET BOSTON MA 02110 TRUSTEE 5.00 0 0 0 MATTHEW T HIATT 220 BOYLSTON STREET BOSTON MA 02110 TRUSTEE 5.00 0 0 0 ELLEN SAHL 220 BOYLSTON STREET BOSTON MA 02116 ASST. TO CHAIRMAN 40.00 43333 3260 0 0 NONE 0 NONE 0 NONE 0 0 917654 263230 0 1180884 0 0 1180884 17713 1163171 58159 58159 3743 3743 54416 0 54416 0 54416 508556 0 508556 54416 0 0 685102 577992 535184 564185 420170 2782633 508556 0 0 0 54416 454140 0 0 3236773 0 0 0 0 0 0 685102 2551671 577992 535184 564185 420170 454140 ARNOLD S HIATT X BREAKTHROUGH GREATER BOSTON INC 459 BROADWAY ST CAMBRIDGE MA 02138 501(C)(3) GENERAL FUNDING 10000 CENTER FOR JUSTICE AND ACCOUNTABILITY ONE HALLIDIE PLAZA SUITE 406 SAN FRANCISCO CA 94102 501(C)(3) GENERAL FUNDING 15000 CENTER FOR WOMEN AND ENTERPRISE 44 SCHOOL ST SUITE 200 BOSTON MA 02108 501(C)(3) GENERAL FUNDING 15000 COMBINED JEWISH PHILANTHROPIES 126 HIGH ST BOSTON MA 02110 501(C)(3) GENERAL FUNDING 10000 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FL NEW YORK NY 10006 501(C)(3) GENERAL FUNDING 1000 HOPE & MAIN 691 MAIN ST WARREN RI 02885 501(C)(3) GENERAL FUNDING 12000 INSTITUTE FOR JUSTICE & DEMOCRACY IN HAITI 15 NEWBURY ST BOSTON MA 02116 501(C)(3) GENERAL FUNDING 25000 ISABELLA STEWART GARDNER MUSEUM 25 EVANS WAY BOSTON MA 02115 501(C)(3) GENERAL FUNDING 33000 ISSUE ONE 1401 K STREET NW WASHINGTON DC 20005 501(C)(3) GENERAL FUNDING 25000 J STREET EDUCATION FUND INC J STREET PO BOX 66073 WASHINGTON DC 20025 501(C)(3) GENERAL FUNDING 60000 JEWISH HEALTHCARE CENTER 629 SALISBURY ST WORCESTER MA 01609 501(C)(3) GENERAL FUNDING 600 JITEGEMEE INC 411A HIGHLAND AVE 171 SOMERVILLE MA 02144 501(C)(3) GENERAL FUNDING 10000 MASS COMMUNITIES FOR ACTION NETWORK 14 CUSHION AVE DORCHESTER MA 02125 501(C)(3) GENERAL FUNDING 15000 MASSACHUSETTS BUDGET AND POLICY CENTER 1 STATE ST SUITE 1250 BOSTON MA 02109 501(C)(3) GENERAL FUNDING 15000 MIL MILAGROS 400 ATLANTIC AVENUE BOSTON MA 02110 501(C)(3) GENERAL FUNDING 25000 NEW ISRAEL FUND 437 NEWTONVILLE AVE SUITE 4 NEWTON MA 02460 501(C)(3) GENERAL FUNDING 80000 NICARAGUAN EDUCATION RESOURCE CENTER (CREA) 5824 CLOVER DR OAKLAND CA 94618 501(C)(3) GENERAL FUNDING 10000 RIVERS SCHOOL 333 WINTER ST WESTON MA 02493 501(C)(3) GENERAL FUNDING 75000 TWO TEN FOOTWEAR FOUNDATION 1466 MAIN ST WALTHAM MA 02451 501(C)(3) GENERAL FUNDING 500 WORCESTER ACADEMY 81 PROVIDENCE ST WORCESTER MA 01604 501(C)(3) GENERAL FUNDING 1000 438100 0 14 308 14 15057 523000 14 246562 0 261927 0 261927 0 0 0 0 0 0 0 0 0 0 X X 1 ARNOLD S HIATT REVOCABLE TRUST 220 BOYLSTON STREET BOSTON MA 02116 610916 X 1 10,700 SHS DELAWARE EMERGING MARKETS INSTL 204049 2023-12-31 1 17,900 SHS WCM FOCUSED INTERNATIONAL GROWTH INSTL 406867 2023-12-31 ACCOUNTING FEES 6850 6850 0 CHARLES SCHWAB 3244 FMV 1526290 1526290 PAYROLL FEES 2798 0 2798 OFFICE EXPENSES 820 0 820 INVESTMENT MGMT FEES 8444 8444 0 OTHER PROFESSIONAL FEES 15638 15638 0 MASSACHUSETTS FILING FEE 125 125 0 PAYROLL TAXES 3508 3508 0 FOREIGN TAXES 171 171 0