2026-09-02T08:53:28-05:00 2025-12-31 263753134 CBIZ ADVISORS LLC 100 WESTMINSTER ST SUITE 800 PROVIDENCE RI 02903 990PF 2025-01-01 046528085 LEONARD & HILDA KAPLAN CHARITABLE FOUNDATION LEON 4016263200 100 WESTMINSTER ST STE 800 PROVIDENCE RI 02903 TODD EISENBERG TRUSTEE 7742068300 2026-08-30 1 DANIELLE N POYANT CPA P00161288 4016004500 2026-08-30 2025 X 13925719 X X 308786 308051 454497 3392690 454497 10748 10748 774031 773296 0 0 0 35915 0 35915 97026 97026 0 5347 2021 125 138288 99047 36040 560000 560000 698288 99047 596040 75743 674249 1601090 1281228 1284636 6600884 6879827 8301522 2791122 2907784 4339561 10993096 11068839 13925719 0 0 X 73715 73715 0 0 10919381 10995124 10993096 11068839 10993096 11068839 10993096 75743 0 11068839 0 11068839 SALE OF PUBLICLY TRADED SECURITIES P 3201694 2938193 263501 263501 CAPITAL GAINS DIVIDENDS P 190996 190996 190996 454497 9372 0 9372 0 9372 6400 0 12000 0 18400 X 0 9028 9028 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A CBIZ ADVISORS LLC 4016263200 100 WESTMINSTER ST STE 800 PROVIDENCE RI 02903 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TODD EISENBERG C/O CBIZ 100 WESTMINSTER ST STE 800 PROVIDENCE RI 02903 TRUSTEE 2.00 0 0 0 GEORGE ROBINSON C/O CBIZ 100 WESTMINSTER ST STE 800 PROVIDENCE RI 02903 TRUSTEE 3.00 0 0 0 NONE 0 UBS ONE POST OFFICE SQUARE 33RD FL BOSTON MA 021092106 INVESTMENT CONSULTING & ADVISORY SERVICES 59577 0 0 12054603 1438539 0 13493142 0 0 13493142 202397 13290745 664537 664537 9372 9372 655165 0 655165 0 655165 596040 0 596040 655165 0 0 15481 15481 596040 0 0 0 596040 0 15481 15481 0 0 0 0 0 43644 0 0 0 TODD EISENBERG TRUSTEE C/O CBIZ 100 WESTMINSTER ST STE 800 PROVIDENCE RI 02903 4016263200 PLEASE NOTE THAT OUR ORGANIZATION GENERALLY PRIORITIZES GRANT FUNDING FOR SCHOOLS AND NONPROFIT ORGANIZATIONS SERVING DISADVANTAGED AND UNDERSERVED COMMUNITIES, ARTS AND CULTURAL ORGANIZATIONS, AND PROGRAMS THAT DIRECTLY BENEFIT CHILDREN FACING ECONOMIC OR SOCIAL CHALLENGES. 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NONE NONE A WIDER CIRCLE 9159 BROOKVILLE RD SILVER SPRING MD 20910 NONE PC GENERAL FUNDING 15000 ALMA DEL MAR CHARTER SCHOOL 515 BELLEVILLE AVE NEW BEDFORD MA 02746 NONE PC GENERAL FUNDING 20000 BOYS AND GIRLS CLUB 1275 PEACHTREE STREET ATLANTA GA 30309 NONE PC GENERAL FUNDING 15000 BUTTONWOOD PARK ZOOLOGICAL SOCIETY 425 HAWTHORN ST NEW BEDFORD MA 02740 NONE PC GENERAL FUNDING 25000 CITY YEAR DC 1875 CONNECTICUT AVE NW 414 WASHINGTON DC 20009 NONE PC GENERAL FUNDING 25000 FAMILY FUTURES RAPP ELEM SCHOOL PO BOX 58 WASHINGTON VA 22747 NONE PC GENERAL FUNDING 40000 GLOBAL LEARNING CHARTER PUBLIC SCHOOL 190 ASHLEY BLVD NEW BEDFORD MA 02746 NONE PC GENERAL FUNDING 25000 HOPE AND A HOME 1236 COLUMBIA RD NW WASHINGTON DC 20009 NONE PC GENERAL FUNDING 20000 JUBILEE TO COLLEGE 1631 EUCLID ST NW P-5 WASHINGTON DC 20009 NONE PC GENERAL FUNDING 15000 JUDGE BAKER CHILDRENS CENTER 53 PARKER HILL AVENUE BOSTON MA 021203225 NONE PC GENERAL FUNDING 10000 KENNEDY DONOVAN CENTER 19 HAWTHORN ST NEW BEDFORD MA 02740 NONE PC GENERAL FUNDING 25000 LEVINE SCHOOL OF MUSIC 2801 UPTON STREET NW WASHINGTON DC 20008 NONE PC GENERAL FUNDING 25000 MARTHA'S TABLE 2375 ELVANS ROAD SE WASHINGTON DC 20020 NONE PC GENERAL FUNDING 25000 MEETING STREET 1000 EDDY STREET 4739 PROVIDENCE RI 02905 NONE PC GENERAL FUNDING 30000 NATIVITY PREP SCHOOL 66 SPRING STREET NEW BEDFORD MA 02740 NONE PC GENERAL FUNDING 50000 NEW BEDFORD ECONOMIC DEV COUNCIL 1213 PURCHASE ST NEW BEDFORD MA 02740 NONE PC GENERAL FUNDING 20000 NEW BEDFORD SYMPHONY ORCHESTRA 128 UNION STREET SUITE 204 NEW BEDFORD MA 02740 NONE PC GENERAL FUNDING 25000 OUR SISTERS SCHOOL 145 BROWNELL AVE NEW BEDFORD MA 02740 NONE PC GENERAL FUNDING 30000 RAPPAHANNOCK COUNTY LIONS CLUB FUND PO BOX 132 WASHINGTON VA 22747 NONE PC GENERAL FUNDING 20000 RAPPAHANNOCK COUNTY SHERIFF'S OFFICE 383 PORTER ST WASHINGTON VA 22747 NONE PC GENERAL FUNDING 5000 SITAR ARTS CENTER 1700 KALORAMA ROAD NW SUITE 101 WASHINGTON DC 20009 NONE PC GENERAL FUNDING 25000 SWEET DREAM MAKERS 55 NE 5TH AVE SUITE 400 BOCA RATON FL 33432 NONE PC GENERAL FUNDING 25000 WASHINGTON SCHOOL FOR GIRLS 1901 MISSISSIPPI AVENUE SE WASHINGTON DC 20020 NONE PC GENERAL FUNDING 25000 Y W C A 12196 SUNSET HILLS RD RESTON VA 201905840 NONE PC GENERAL FUNDING 20000 560000 KENNEDY DONOVAN CENTER 19 HAWTHORN ST NEW BEDFORD MA 02740 NONE PC GENERAL FUNDING 25000 LEVINE SCHOOL OF MUSIC 2801 UPTON STREET NW WASHINGTON DC 20008 NONE PC GENERAL FUNDING 25000 MARTHA'S TABLE 2375 ELVANS ROAD SE WASHINGTON DC 20020 NONE PC GENERAL FUNDING 25000 NEW BEDFORD ECONOMIC DEV COUNCIL 1213 PURCHASE ST NEW BEDFORD MA 02740 NONE PC GENERAL FUNDING 20000 OUR SISTERS SCHOOL 145 BROWNELL AVE NEW BEDFORD MA 02740 NONE PC GENERAL FUNDING 90000 SITAR ARTS CENTER 1700 KALORAMA ROAD NW SUITE 101 WASHINGTON DC 20009 NONE PC GENERAL FUNDING 25000 UNIV OF MASS DARTMOUTH INVEST IN ME 285 OLD WESTPORT RD NORTH DARTMOUTH MA 02747 NONE PC GENERAL FUNDING 25000 WASHINGTON SCHOOL FOR GIRLS 1901 MISSISSIPPI AVENUE SE WASHINGTON DC 20020 NONE PC GENERAL FUNDING 25000 260000 14 308786 14 10748 18 454497 0 774031 0 774031 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 35915 0 35915 UBS - CORPORATE STOCK 6879827 8301522 INVESTMENTS - MORGAN STANLEY AT COST 2907784 4339561 ANNUITY DISTRIBUTION 10748 10748 10748 CONSULTING AND ADVISORY FEES 97026 97026 0 COMM OF MASS FILING FEE 125 0 125 FEDERAL TAX PAYMENTS 3201 0 0 FOREIGN TAXES PAID 2021 2021 0