2025-03-06T11:26:51-06:00 2023-11-30 263753134 CBIZ ADVISORS LLC 500 BOYLSTON STREET BOSTON MA 02116 990PF 2022-12-01 256885307 THE CHANGE THE WORLD FOUNDATION TRUST C/O SCS FINANCIAL SERVICES LLC CHAN 6172046422 888 BOYLSTON STREET STE 1010 BOSTON MA 02199 THOMAS E BRADY TRUSTEE 6172046422 2025-03-04 1 0 JOANNA D POWELL P01488107 6177610600 2025-03-04 2022 2025-03-06 01:10:19Z X 158299 X X 17492 17492 155200 789230 155200 172692 172692 0 0 0 5945 5945 0 3477 3477 0 35 0 0 9457 9422 0 720000 720000 729457 9422 720000 -556765 163270 16598 1614 1614 85551 23210 22489 447934 75881 114431 127707 20320 19765 677790 121025 158299 0 0 X -50960 -50960 0 0 728750 171985 677790 121025 677790 121025 677790 -556765 0 121025 0 121025 FNZ TRUST COMPANY 2020-01-01 2023-11-30 782139 634030 148109 148109 CAPITAL GAINS DIVIDENDS P 7091 7091 7091 155200 2269 0 2269 0 2269 0 0 2400 0 2400 X 63 68 68 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A SCS FINANCIAL SERVICES LLC 6172046422 888 BOYLSTON STREET SUITE 1010 BOSTON MA 02199 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS BRADY JR C/O SCS FINANCIAL 888 BOYLSTON ST 1010 BOSTON MA 02199 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 638494 9419 0 647913 0 0 647913 9719 638194 31910 31910 2269 2269 29641 0 29641 0 29641 720000 0 720000 29641 0 0 384787 464859 93716 769857 1713219 720000 0 0 0 29641 690359 0 0 2403578 0 0 0 0 0 0 0 2403578 384787 464859 93716 769857 690359 THOMAS BRADY JR X ROMAN CATHOLIC ARCHBISHOP 66 BROOKS DR BRAINTREE MA 02184 CHARITABLE THE ARCHDIOCESE OF BOSTON IS THE FOURTH LARGEST ARCHDIOCESE IN THE UNITED STATES AND IS THE SPIRITUAL HOME FORMORE THAN 1.8 MILLION CATHOLICS. SINCE JULY 2003, CARDINAL SEN P. O'MALLEY, OFM CAP., HAS LED THE ARCHDIOCESETHROUGH UNPRECEDENTED EVENTS WITH A FOCUS ON HEALING AND REBUILDING THE LOCAL CHURCH. CENTERED IN OF ONE OF THEWORLD'S GREAT CITIES BOSTON AND SPREAD ACROSS 144 COMMUNITIES IN EASTERN MASSACHUSETTS, THE ARCHDIOCESE OFBOSTON IS AN ETHNICALLY DIVERSE AND SPIRITUALLY ENRICHING FAITH COMMUNITY CONSISTING OF VIBRANT PARISHES, WELLPERFORMING CATHOLIC SCHOOLS THAT ARE EDUCATING MORE THAN 46,000 STUDENTS ANNUALLY AND A SOCIAL SERVICEOUTREACH THAT IS HELPING TO ASSIST MORE THAN 200,000 INDIVIDUALS EACH YEAR. MASS IS CELEBRATED IN MORE THANTWENTY DIFF ERENT LANGUAGES EACH 100000 HUMANE SOCIETY OF TAMPA BAY INC 3607 N ARMENIA AVE TAMPA FL 33607 CHARITABLE THE HUMANE SOCIETY OF TAMPA BAY IS DEDICATED TO ENDING ANIMAL HOMELESSNESS AND PROVIDING CARE AND COMFORT FOR COMPANION ANIMALS IN NEED. 50000 RIVERDALE COUNTRY SCHOOL 5250 FIELDSTON RD BRONX NY 10471 CHARITABLE RIVERDALE COUNTRY SCHOOL IS A PRE-K THROUGH GRADE 12 INDEPENDENT SCHOOL IN NEW YORK CITY COMMITTED TO EMPOWERING LIFELONG LEARNERS BY DEVELOPING MINDS, BUILDING CHARACTER, AND CREATING COMMUNITY IN ORDER TO CHANGE OUR WORLD FOR THE GOOD. 50000 THE COLLEGE AXIS PROJECT 17 SHEPARD LN SHREWSBURY MA 01545 CHARITABLE COLLEGE ENTRANCE PREPARATION COURSE 10000 THE ESPLANADE ASSOCIATION 575 BOYLSTON STREET SUITE 4R BOSTON MA 02116 CHARITABLE THE ESPLANADE ASSOCIATION IS A PRIVATELY-FUNDED NONPROFIT ORGANIZATION THAT WORKS TO REVITALIZE AND ENHANCE THE CHARLES RIVER ESPLANADE, PRESERVE NATURAL GREEN SPACE, AND BUILD COMMUNITY BY PROVIDING EDUCATIONAL, CULTURAL AND RECREATIONAL PROGRAMS FOR EVERYONE. 500000 DANA-FARBER CANCER INSTITUTE INC 450 BROOKLINE AVENUE BOSTON MA 02215 CHARITABLE FOUNDED IN 1947, DANA-FARBER CANCER INSTITUTE'S MISSION IS TO PROVIDE EXPERT, COMPASSIONATE CARE TO CHILDREN AND ADULTS WITH CANCER WHILE ADVANCING THE UNDERSTANDING, DIAGNOSIS, TREATMENT, CURE AND PREVENTION OF CANCER AND RELATED DISEASES. AS AN AFFILIATE OF HARVARD MEDICAL SCHOOL AND A COMPREHENSIVE CANCER CENTER DESIGNATED BY THE NATIONAL CANCER INSTITUTE, THE INSTITUTE ALSO PROVIDES TRAINING FOR NEW GENERATIONS OF PHYSICIANS AND SCIENTISTS, DESIGNS PROGRAMS THAT PROMOTE PUBLIC HEALTH PARTICULARLY AMONG HIGH-RISK AND UNDERSERVED POPULATIONS AND DISSEMINATES INNOVATIVE PATIENT THERAPIES AND SCIENTIFIC DISCOVERIES IN BOSTON, ACROSS THE UNITED STATES AND THROUGHOUT THE WORLD. 10000 720000 0 14 17492 18 155200 0 172692 0 172692 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 5945 5945 0 DOUBLELINE TOTAL RETURN BOND FUND 7237 6919 GUGGENHEIM LIMITED DURATION 5900 5893 GUGGENHEIM TOTAL RET 7183 6953 EDGEWOOD GROWTH FUND 6160 7022 HARTFORD INTL VALUE 6550 8493 INVESCO DB COMMDY INDX TRCK FD UNIT 615 622 SPDR PORTFOLIO S&P 500 GROWTH ETF 2362 2578 SPDR PORTFOLIO S&P 500 GROWTH ETF 3951 4968 SPDR SER TR S&P METALS MNG 683 657 VANGUARD DEVELOPED MARKETS INDEX FUND 11329 18063 VANGUARD ENERGY INDEX FUND 1306 1304 VANGUARD INDEX FDS VANGUARD TOTAL STK 17478 36880 VANGUARD INDEX FDS VANGUARD VALUE 7140 8882 VANGUARD INTL EQUITY INDEX FDS FTSE EMR 6771 8167 VANGUARD INTL EQUITY INDEX FDS FTSE EMR 305 325 VANGUARD REAL ESTATE ETF 1094 981 VICTORY SYCAMORE EST VAL 5404 7006 WCM FOCUSED INTERNATIONAL 4733 8483 23210 22489 0 0 FIDELITY INVESTMENTS ADVISOR FEES 3477 3477 0 MASSACHUSETTS 35 0 0