2024-11-15T12:38:03-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 53 STATE STREET BOSTON MA 02109 990PF 2023-01-01 462956417 ROBERTA & STEPHEN R WEINER FAMILY FOUND C/O ALAN W ROTTENBERG GOULSTON & STORRS ROBE 6174821776 1 POST OFFICE SQUARE FL 25 BOSTON MA 02109 STEPHEN R WEINER TRUSTEE 6174821776 2024-11-14 1 0 DOUGLAS FARRINGTON P00370668 6178075000 2024-11-13 2023 2024-10-15 13:58:12Z X 70 X 1050478 5 5 0 1050483 5 0 0 0 16483 0 0 500 0 0 16983 0 0 1033478 1033478 1050461 0 1033478 22 5 2 46 70 70 48 70 70 0 0 X 48 70 0 0 0 0 48 70 48 70 48 22 0 70 0 70 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A GOULSTON & STORRS PC 6174821776 400 ATLANTIC AVENUE BOSTON MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN R WEINER C/O GOULSTON STORRS 400 ATLANTIC AVENUE BOSTON MA 02110 TRUSTEE 2.00 0 0 0 ROBERTA S WEINER C/O GOULSTON STORRS 400 ATLANTIC AVENUE BOSTON MA 02110 TRUSTEE 2.00 0 0 0 MELISSA WEINER JANFAZA C/O GOULSTON STORRS 400 ATLANTIC AVENUE BOSTON MA 02110 TRUSTEE 2.00 0 0 0 ADAM J WEINER C/O GOULSTON STORRS 400 ATLANTIC AVENUE BOSTON MA 02110 TRUSTEE 2.00 0 0 0 ALAN W ROTTENBERG C/O GOULSTON STORRS 400 ATLANTIC AVENUE BOSTON MA 02110 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 0 130 0 130 0 0 130 2 128 6 6 0 6 0 6 0 6 1033478 0 1033478 6 0 0 494044 1429155 2585850 1632943 1329921 7471913 1033478 0 0 0 6 1033472 0 0 8505385 0 0 0 0 0 0 494044 8011341 1429155 2585850 1632943 1329921 1033472 X BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC - CASH400 STOCK 74600 444 HARRISON AVE BOSTON MA 02118 NONE IN FURTHERANCE OF ITS CHARITABLE PURPOSE/MISSION 75000 BOYS & GIRL CLUBS OF BOSTON - STOCK 100892 200 HIGH STREET SUITE 3B BOSTON MA 02110 NONE IN FURTHERANCE OF ITS CHARITABLE PURPOSE/MISSION 100892 CAMP HARBOR VIEW FOUNDATION - CASH 871 STOCK 99129 200 CLARENDON STREET 60TH FLOOR BOSTON MA 02116 NONE IN FURTHERANCE OF ITS CHARITABLE PURPOSE/MISSION 100000 CHESTNUT HILL INC - STOCK 262586 163 BELLINGAM ROAD CHESTNUT HILL MA 02420 NONE IN FURTHERANCE OF ITS CHARITABLE PURPOSE/MISSION 262586 COMBINED JEWISH PHILANTHROPIES - CASH 703 STOCK 24297 126 HIGH STREET BOSTON MA 02110 NONE IN FURTHERANCE OF ITS CHARITABLE PURPOSE/MISSION 25000 HARVARD UNIVERSITY - CASH 1013 STOCK 198987 1341 MASSACHUSETTS AVE CAMBRIDGE MA 02138 NONE IN FURTHERANCE OF ITS CHARITABLE PURPOSE/MISSION 200000 NOBLE AND GREENOUGH SCHOOL - CASH 1544 STOCK 98456 10 CAMPUS DRIVE DEDHAM MA 02026 NONE IN FURTHERANCE OF ITS CHARITABLE PURPOSE/MISSION 100000 RIZE MASSACHUSETTS FOUNDATION INC - CASH 53 STOCK 39947 13 WESLEY STREET SUITE 1300 MS 0116 SOMERVILLE MA 02145 NONE IN FURTHERANCE OF ITS CHARITABLE PURPOSE/MISSION 40000 THE MUSEUM OF FINE ARTS - CASH 308 STOCK 29692 465 HUNTINGTON AVENUE BOSTON MA 02115 NONE IN FURTHERANCE OF ITS CHARITABLE PURPOSE/MISSION 30000 THE RASHI SCHOOL - CASH 615 STOCK 99385 8000 GREAT MEADOW ROAD DEDHAM MA 02026 NONE IN FURTHERANCE OF ITS CHARITABLE PURPOSE/MISSION 100000 1033478 0 14 5 0 5 0 5 0 0 0 0 0 0 0 0 0 0 X X 1 STEPHEN R WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 22199 X 2 STEPHEN R WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 39947 X 3 STEPHEN R WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 47120 X 4 STEPHEN R WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 51334 X 5 STEPHEN R WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 115080 X 6 STEPHEN R WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 100892 X 7 STEPHEN R WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 34888 X 8 STEPHEN R WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 31040 X 9 STEPHEN R WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 17980 X 10 STEPHEN R WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 22251 X 11 STEPHEN R WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 12693 X 12 STEPHEN R WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 29730 X 13 STEPHEN R WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 22970 X 14 STEPHEN R WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 11486 X 15 STEPHEN R WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 74600 X 16 ROBERTA S WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 29692 X 17 STEPHEN R WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 51948 X 18 STEPHEN R WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 25387 X 19 STEPHEN R WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 52121 X 20 STEPHEN R WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 61904 X 21 STEPHEN R WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 71226 X 22 STEPHEN R WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 24297 X 23 STEPHEN R WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 69233 X 24 STEPHEN R WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 17501 X 25 STEPHEN R WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 12651 X 26 ROBERTA S WEINER C/O GOULSTON STORRS PC 400 ATLANTIC BOSTON MA 021103333 308 X 2 ABBVIE INC. 261 SHARES; COST 15,390 39947 2023-03-15 3 GE AEROSPACE. 500 SHARES; COST 24,206 47120 2023-04-12 4 COMCAST CORPORATION CL A. 1,346 SHARES; COST 11,674 51334 2023-04-12 5 NVIDIA CORPORATION. 300 SHARES; COST 11,859 115080 2023-05-26 6 MICROSOFT CORP COM. 307 SHARES; COST 31,619 100892 2023-05-26 7 APPLE COMPUTER INC COM. 200 SHARES; COST 876 34888 2023-05-26 8 ADVANCED MICRO DEVICES INC. 250 SHARES; COST 11,216 31040 2023-05-26 9 ABBOTT LABS COM. 175 SHARES; COST 7,051 17980 2023-05-26 10 SCORPIO TANKERS INC. 490 SHARES, COST 8,872 22251 2023-06-06 11 CONOCOPHILLIPS COMPANY. 125 SHARES; COST 3,707 12693 2023-06-06 12 COMCAST CORPORATION CL A. 750 SHARES; COST 6,505 29730 2023-06-06 13 BUNGE LTD. 250 SHARES; COST 7,260 22970 2023-06-06 14 BUNGE LTD. 125 SHARES; COST 4,002 11486 2023-06-06 15 CARRIER GLOBAL CORP. 1,293 SHARES; COST 28,253 74600 2023-08-07 16 MASTERCARD INCORPORATED. 74 SHARES; COST 1,520 29692 2023-10-11 17 ALPHABET INC CLASS C. 400 SHARES; COST 10,860 51948 2023-11-03 18 APPLE COMPUTER INC COM. 145 SHARES; COST 635 25387 2023-11-03 19 MASTERCARD INCORPORATED. 135 SHARES; COST 2,583 52121 2023-11-03 20 NEW YORK TIMES CO CL A. 1,465 SHARES; COST 33,724 61904 2023-11-03 21 NVIDIA CORPORATION. 160 SHARES; COST 6,325 71226 2023-11-03 22 MATADOR RES COMMON. 425 SHARES; COST 3,511 24297 2023-11-22 23 COMFORT SYSTEMS USA INC. 360 SHARES; COST 18,041 69233 2023-11-30 24 MATADOR RES COMMON. 300 SHARES; COST 2,478 17501 2023-11-30 25 UFP INDUSTRIES INC. 115 SHARES; COST 3,378 12651 2023-11-30 FORM 990-PF, PART XIV, LINE 3A 1. RIZE MASSACHUSETTS FOUNDATION INC 13 WESLEY STREET, SUITE 1300, MS 0116 SOMERVILLE, MA 02145 CASH - $53 ABBVIE INC. - 261 SHS / FMV - $39,947 / BOOK VALUE - $15,3902. CAMP HARBOR VIEW FOUNDATION 200 CLARENDON STREET, 60TH FLOOR BOSTON, MA 02116 CASH - $871 SCORPIO TANKERS INC. - 490 SHS / FMV - $22,251 / BOOK VALUE - $8,872 CONOCOPHILLIPS COMPANY. - 125 SHS / FMV - $12,693 / BOOK VALUE - $3,707 COMCAST CORPORATION. - 750 SHS / FMV - $29,730 / BOOK VALUE - $6,505 BUNGE LTD. - 375 SHS / FMV - $34,455 / BOOK VALUE - $11,2623. THE RASHI SCHOOL8000 GREAT MEADOW ROADDEDHAM, MA 02026 CASH - $615 COMFORT SYSTEMS USA INC. - 360 SHS / FMV - $69,233 / BOOK VALUE - $18,041 MATADOR RES COMMON. - 300 SHS / FMV - $17,501 / BOOK VALUE - $2,478 CANADIAN NATIONAL RAILWAY CO. - 196 SHS / FMV - $12,651 / BOOK VALUE - $3,3784. NOBEL AND GREENOUGH SCHOOL 10 CAMPUS DRIVE DEDHAM, MA 02026 CASH - $1,544 GE AEROSPACE. - 500 SHS / FMV - $47,120 / BOOK VALUE - $24,206 COMCAST CORPORATION. - 1,346 SHS / FMV - $51,334 / BOOK VALUE - $11,6745. CHESTNUT HILL INC 163 BELLINGAM RD. CHESTNUT HILL, MA 02420 ALPHABET INC. - 400 SHS / FMV - $51,948 / BOOK VALUE - $10,860 APPLE COMPUTER INC. - 145 SHS / FMV - $25,387 / BOOK VALUE - $635 MASTERCARD INCORPORATED. - 135 SHS / FMV - $52,121 / BOOK VALUE - $2,583 NEW YORK TIMES CO. - 1,465 SHS / FMV - $61,904 / BOOK VALUE - $33,724 NVIDIA CORPORATION. - 160 SHS / FMV - $71,226/ BOOK VALUE - $6,3256. BOYS & GIRLS CLUBS OF BOSTON 200 HIGH STREET, SUITE 3B BOSTON, MA 02110 MICROSOFT CORP COM. - 307 SHS / FMV - $100,892 / BOOK VALUE - $31,6197. COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET, BOSTON, MA 02110 CASH - $703 MATADOR RES COMMON. - 425 SHS / FMV - $24,297 / BOOK VALUE - $3,5118. BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC.444 HARRISON AVEBOSTON, MA 02118 CASH - $400 CARRIER GLOBAL CORP. - 1,293 SHS / FMV - $74,600 / BOOK VALUE - $28,2539. MUSEUM OF FINE ARTS BOSTON 465 HUNTINGTON AVENUE BOSTON, MA 02115 CASH - $308 MASTERCARD INCORPORATED. - 74 SHS / FMV - $29,692 / BOOK VALUE - $1,52010. HARVARD UNIVERSITY 1341 MASSACHUSETTS AVE CAMBRIDGE, MA 02138 CASH - $1,013 NVIDIA CORPORATION. - 300 SHS / FMV - $115,080/ BOOK VALUE - $11,859 APPLE COMPUTER INC. - 200 SHS / FMV - $34,888 / BOOK VALUE - $876 ADVANCED MICRO DEVICES INC. - 250 SHS / FMV - $31,040 / BOOK VALUE - $11,216 ABBOTT LABS COMC. - 175 SHS / FMV - $17,980 / BOOK VALUE - $7,051 LEGAL 16483 0 0 MA 2021 FORM PC 500 0 0