2026-03-25T16:02:22-05:00 2025-11-30 881478669 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990PF 2024-12-01 043340127 PIECEWORK PARTNERS PIEC 7817243221 3 LEWIS GORDON CIRCLE MIDDLEBORO MA 02346 RICHARD O'TOOLE TRUSTEE 7817243221 2026-03-24 1 1 DOUGLAS FARRINGTON P00370668 6178075000 2026-03-24 2024 2025-03-06 01:10:19Z X X 5454061 X X 119055 119055 119055 337228 547873 337228 0 456283 456283 119055 25306 0 0 25306 124591 0 0 124591 1500 0 0 1500 11914 0 0 11914 36032 30723 30723 5309 19771 0 0 19771 10008 0 0 10008 123311 0 0 123311 352433 30723 30723 321710 54000 54000 406433 30723 30723 375710 49850 425560 88332 559818 272831 272831 52651 52651 4682509 5128579 5128579 5242327 5454061 5454061 0 0 X 0 0 0 0 5242327 5454061 5242327 5454061 5242327 5454061 5242327 49850 161884 5454061 0 5454061 FIDELITY INVESTMENTS 545595 210645 334950 334950 CAPITAL GAINS DIVIDENDS P 2278 2278 2278 337228 0 5915 0 5915 0 5915 4120 0 0 0 4120 0 1795 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 1 0 0 0 1 N/A JAIME REGAN 7817243221 3 LEWIS GORDON CIRCLE MIDDLEBORO MA 02346 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 RICHARD O'TOOLE 17 KINSLEY ROAD ACTON MA 01720 TRUSTEE 1.00 0 0 0 SCOTT CONNERY 5 SHORE LANE CLINTON MA 01510 TRUSTEE 1.00 0 0 0 JAIME REGAN 3 LEWIS GORDON CIRCLE MIDDLEBORO MA 02346 EXECUTIVE DIRECTOR 40.00 25306 0 0 NONE 0 NONE 0 THE FOUNDATION PROVIDES DISADVANTAGED YOUTHS WITH SOCIAL SERVICES, EXTRACURRICULAR ACTIVITIES AND MENTORS IN ORDER TO ENCOURAGE THEM TO STAY IN SCHOOL. THE FOUNDATION'S ACTIVITIES BENEFIT STUDENTS IN THE FOLLOWING MASSACHUSETTS COMMUNITIES: FITCHBURG, CLINTON, FRAMINGHAM, AND STOUGHTON. 317486 0 4738660 450553 0 5189213 0 0 5189213 77838 5111375 255569 X 375710 0 375710 1997-10-30 X 88332 0 0 0 88332 75082 0 0 0 75082 375710 299049 226204 217439 1118402 54000 55250 25750 96000 231000 321710 243799 200454 121439 887402 0 0 170379 155709 139119 155767 620974 0 0 0 0 JAIME REGAN 3 LEWIS GORDON CIRCLE MIDDLEBORO MA 02346 7817243221 IN WRITING, THE PURPOSE OF THE EDUCATION ASSISTANCE NEEDED AUGUST N/A GODSDELIGHT AGOHA STOUGHTON HIGH SCHOOL 232 PEARL ST STOUGHTON MA 02072 NONE I COMPLETION GRANT 2500 MELANIE ALDANA FRAMINGHAM HIGH SCHOOL WINCH PARK 115 A ST FRAMINGHAM MA 01701 NONE I STEP AHEAD 2025 1250 AVA ASKREN CLINTON HIGH SCHOOL 200 W BOYLSTON ST CLINTON MA 01510 NONE I STEP AHEAD 2025 1500 ELLA ASKREN CLINTON HIGH SCHOOL 200 W BOYLSTON ST CLINTON MA 01510 NONE I COMPLETION GRANT 2500 MADISYN BRADEEN-CURET FRAMINGHAM HIGH SCHOOL WINCH PARK 115 A ST FRAMINGHAM MA 01701 NONE I STEP AHEAD 2025 1000 ARIANNA CAMPBELL STOUGHTON HIGH SCHOOL 232 PEARL ST STOUGHTON MA 02072 NONE I STEP AHEAD 2025 750 SHARO CARDENAS CLINTON HIGH SCHOOL 200 W BOYLSTON ST CLINTON MA 01510 NONE I STEP AHEAD 2025 1500 MATHEUS COSTA CLINTON HIGH SCHOOL 200 W BOYLSTON ST CLINTON MA 01510 NONE I COMPLETION GRANT 2500 ZOE GRAHAM FITCHBURG HIGH SCHOOL 140 ARNHOW FARM RD FITCHBURG MA 01420 NONE I STEP AHEAD 2025 1250 NAIKAMASHA JEAN FITCHBURG HIGH SCHOOL 140 ARNHOW FARM RD FITCHBURG MA 01420 NONE I COMPLETION GRANT 2500 JENNIFER LE FITCHBURG HIGH SCHOOL 140 ARNHOW FARM RD FITCHBURG MA 01420 NONE I STEP AHEAD 2025 1000 VIVI LE STOUGHTON HIGH SCHOOL 232 PEARL ST STOUGHTON MA 02072 NONE I STEP AHEAD 2025 1000 DEBORAH LIMA STOUGHTON HIGH SCHOOL 232 PEARL ST STOUGHTON MA 02072 NONE I COMPLETION GRANT 2500 KAYLEE LUCAS CLINTON HIGH SCHOOL 200 W BOYLSTON ST CLINTON MA 01510 NONE I STEP AHEAD 2025 500 TED LUCAS STOUGHTON HIGH SCHOOL 232 PEARL ST STOUGHTON MA 02072 NONE I STEP AHEAD 2025 1250 MARILYN MEJIA FRAMINGHAM HIGH SCHOOL WINCH PARK 115 A ST FRAMINGHAM MA 01701 NONE I STEP AHEAD 2025 1500 SELINA MOUA FITCHBURG HIGH SCHOOL 140 ARNHOW FARM RD FITCHBURG MA 01420 NONE I COMPLETION GRANT 2500 JENNY NOEL CLINTON HIGH SCHOOL 200 W BOYLSTON ST CLINTON MA 01510 NONE I STEP AHEAD 2025 1000 JHOAN OGANDO CLINTON HIGH SCHOOL 200 W BOYLSTON ST CLINTON MA 01510 NONE I STEP AHEAD 2025 1000 NGOZI OKEKE STOUGHTON HIGH SCHOOL 232 PEARL ST STOUGHTON MA 02072 NONE I STEP AHEAD 2025 1000 FOLAYEMI OLADUNNI STOUGHTON HIGH SCHOOL 232 PEARL ST STOUGHTON MA 02072 NONE I COMPLETION GRANT 2500 EMILY OLIVEIRA FRAMINGHAM HIGH SCHOOL WINCH PARK 115 A ST FRAMINGHAM MA 01701 NONE I COMPLETION GRANT 2500 JULIA ORTIZ STOUGHTON HIGH SCHOOL 232 PEARL ST STOUGHTON MA 02072 NONE I STEP AHEAD 2025 1000 DHARTI PATEL FRAMINGHAM HIGH SCHOOL WINCH PARK 115 A ST FRAMINGHAM MA 01701 NONE I STEP AHEAD 2025 1000 THIAGO PEREIRA CLINTON HIGH SCHOOL 200 W BOYLSTON ST CLINTON MA 01510 NONE I STEP AHEAD 2025 1000 CHRISTY-ANN PIERRE STOUGHTON HIGH SCHOOL 232 PEARL ST STOUGHTON MA 02072 NONE I STEP AHEAD 2024 1500 KAYLA REYES FITCHBURG HIGH SCHOOL 140 ARNHOW FARM RD FITCHBURG MA 01420 NONE I STEP AHEAD 2025 750 KAYRA RIVERA FITCHBURG HIGH SCHOOL 140 ARNHOW FARM RD FITCHBURG MA 01420 NONE I COMPLETION GRANT 2500 SAULENE SEBEDA FRAMINGHAM HIGH SCHOOL WINCH PARK 115 A ST FRAMINGHAM MA 01701 NONE I COMPLETION GRANT 2500 MEDJINE SEGUY CLINTON HIGH SCHOOL 200 W BOYLSTON ST CLINTON MA 01510 NONE I STEP AHEAD 2025 1000 MILLENA SILVA FRAMINGHAM HIGH SCHOOL WINCH PARK 115 A ST FRAMINGHAM MA 01701 NONE I STEP AHEAD 2025 750 RACHEL TOWNSEND CLINTON HIGH SCHOOL 200 W BOYLSTON ST CLINTON MA 01510 NONE I COMPLETION GRANT 2500 LEILA UCHANI STOUGHTON HIGH SCHOOL 232 PEARL ST STOUGHTON MA 02072 NONE I COMPLETION GRANT 2500 ANASTASIA YANG FITCHBURG HIGH SCHOOL 140 ARNHOW FARM RD FITCHBURG MA 01420 NONE I STEP AHEAD 2025 1500 54000 0 14 119055 18 337228 0 456283 0 456283 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 11914 0 0 11914 FIDELITY INVESTMENTS FMV 5128579 5128579 LEGAL FEES 1500 0 0 1500 GROUP ACTIVITIES - STP 36490 0 0 36490 INSURANCE 3630 0 0 3630 INDIVIDUAL MENTEE EXPENSES 18188 0 0 18188 SUPPLIES 2177 0 0 2177 TUITIONS, EXTRA CURR, ETC - ST 500 0 0 500 SUPPLIES - SP 9547 0 0 9547 SUBSCRIPTIONS 1268 0 0 1268 TUITION - SP 51511 0 0 51511 CURRENT YEAR CHANGE IN UNREALIZED GAIN 161884 INVESTMENT MANAGEMENT FEES 30723 30723 30723 0 PAYROLL PROCESSING 5309 0 0 5309 NET INVESTMENT INCOME TAX 7199 0 0 7199 PAYROLL TAXES 12572 0 0 12572