2026-04-20T09:11:04-05:00 2025-12-31 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990PF 2025-01-01 931642441 2405 FOUNDATION INC 2405 6176208632 80 LYMAN RD CHESTNUT HILL MA 02467 ARIELLA M ROSENGARD PRESIDENT & TREASURER 6176208632 2026-04-08 1 CHARLES N CICCONE P01274937 6178075000 2026-04-08 2025 2025-03-06 01:10:19Z X 21167084 X X 111570 111570 268748 268748 263948 1498788 263948 129484 0 773750 644266 0 0 0 5154 0 5154 9420 0 9420 92736 92736 0 4904 4394 0 139753 0 22000 251967 97130 36574 801000 801000 1052967 97130 837574 -279217 547136 147978 315432 315432 8508393 8123215 16904880 3741225 3671547 3946772 12397596 12110194 21167084 0 0 X 0 0 0 0 12397596 12110194 12397596 12110194 12397596 12110194 12397596 -279217 0 12118379 8185 12110194 GOLDMAN SACHS A/C 973-1 P 50000 36418 13582 13582 GOLDMAN SACHS A/C 972-3 P 47637 35216 12421 12421 GOLDMAN SACHS A/C 183-2 P 599836 408295 191541 191541 GOLDMAN SACHS A/C 971-5 P 89446 83074 6372 6372 GOLDMAN SACHS A/C 184-0 P 555523 543776 11747 11747 GOLDMAN SACHS A/C 619-5 P 125350 128061 -2711 -2711 CAPITAL GAINS DIVIDENDS P 30996 30996 30996 263948 7605 0 7605 0 7605 6000 0 0 0 6000 X 149 1754 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 1 1 N/A ARIELLA M ROSENGARD 6176208632 80 LYMAN RD 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 ARIELLA M ROSENGARD 80 LYMAN ROAD CHESTNUT HILL MA 02467 PRESIDENT & TREASURER 1.00 0 0 0 HEATHER MILBAR 80 LYMAN ROAD CHESTNUT HILL MA 02467 SECRETARY 1.00 0 0 0 BRUCE ROSENGARD 80 LYMAN ROAD CHESTNUT HILL MA 02467 VICE PRESIDENT 1.00 0 0 0 NONE 0 KEY DISCOVERY 40 COURT STREET BOSTON MA 02108 CONSULTING 116178 GOLDMAN SACHS WEALTH SERVICES 540 LAKE COOK ROAD SUITE 600 DEERFIELD IL 60015 INVESTMENT MANAGEMENT 92736 0 0 19804619 334926 0 20139545 0 0 20139545 302093 19837452 991873 991873 7605 7605 984268 0 984268 0 984268 837574 0 837574 984268 808343 0 0 837574 808343 0 0 29231 0 0 0 0 0 0 0 0 955037 0 0 0 ARIELLA M ROSENGARD HEATHER MILBAR BRUCE ROSENGARD X GOLDMAN SACHS PHILANTHROPY FUND (DAF) 200 WEST ST FL 15 NEW YORK NY 10282 NONE PC GENERAL 800000 THE COLLEGE OF PHYSICIANS OF PHILADELPHIA 19 S 22ND ST PHILADELPHIA PA 19103 NONE PC GENERAL 1000 801000 0 14 111570 14 268748 18 263948 ARCHIVING REIMBURSEMENTS 129484 0 773750 0 773750 0 0 0 0 0 0 0 0 0 0 DELOITTE ACCOUNTING FEES 9420 0 9420 GOLDMAN SACHS A/C 184-0 3303480 3553898 GOLDMAN SACHS A/C 971-5 368067 392874 GOLDMAN SACHS A/C 183-2 5678411 12829261 GOLDMAN SACHS A/C 973-1 316564 617190 GOLDMAN SACHS A/C 192-3 590743 585649 GOLDMAN SACHS A/C 619-5 263720 374050 GOLDMAN SACHS A/C 972-3 1273777 2498730 LOURIE CUTLER LEGAL FEES 5154 0 5154 BOOK/TAX DIFFERENCES 8185 KEY DISCOVERY CONSULTING 116178 0 0 ADMINISTRATIVE EXPENSE 22000 0 22000 OTHER EXPENSES 1575 0 0 ARCHIVING REIMBURSEMENTS 129484 129484 GOLDMAN SACHS INVESTMENT MANAGEMENT FEES 92736 92736 0 FEDERAL TAXES PAID 510 0 0 FOREIGN TAXES PAID 4394 4394 0