2026-04-07T14:22:01-05:00 2025-12-31 450250958 Eide Bailly LLP 4310 17th Ave S PO Box 2545 Fargo ND 581082545 990PF 2025-01-01 456011859 Max & Anne Goldberg Foundation MAX& 6179661841 193 Grove Street Wellesley MA 02482 Marc Goldberg Trustee 6179661841 2026-04-03 1 Anne Stoll CPA P00529460 7012398500 2026-04-03 2025 2025-03-06 01:10:19Z X X 519161 X X 19941 15273 3450 183834 3450 23391 18723 0 0 0 1050 0 1050 5062 5062 0 247 247 0 6359 5309 1050 20000 20000 26359 5309 21050 -2968 13414 22179 40876 40876 99439 124895 128317 88656 87529 126063 29996 0 0 188252 172254 223905 428522 425554 519161 0 0 X 174991 174991 0 0 253531 250563 428522 425554 428522 425554 428522 -2968 0 425554 0 425554 Publicly Traded Securities 177858 180384 -2526 -2526 Capital Gains Dividends P 5976 5976 5976 3450 186 0 186 0 186 516 0 0 0 516 0 330 330 0 0 0 0 0 0 0 0 0 0 0 1 1 ND 1 0 0 0 0 1 N/A Marc Goldberg 6179661841 193 Grove Street Wellesley MA 02482 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Ray A Goldberg 975 Memorial Drive Apt 701 Cambridge MA 02138 Trustee 3.00 0 0 0 Marc E Goldberg 193 Grove Street Wellesley MA 02482 Trustee 1.00 0 0 0 Joan Landfield Klivans 1367 35th Ave San Francisco CA 94122 Trustee 1.00 0 0 0 Fredrick Goldberg 50 Tamarack Trail Hartsdale NY 10530 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 453985 55207 0 509192 0 0 509192 7638 501554 25078 25078 186 186 24892 0 24892 0 24892 21050 0 21050 24892 0 0 807 15858 18610 35275 21050 0 0 0 21050 0 3842 3842 31433 0 0 0 0 0 0 0 31433 12823 18610 X Lahey Hospital Medical Center 41 Burlington Mall Rd Burlington MA 01805 PC General Support 20000 20000 0 14 19941 18 3450 0 23391 0 23391 0 0 0 0 0 0 0 0 0 0 Accounting Fees 1050 0 1050 Abbvie Inc Com 7139 33817 Astrazeneca PLC ADR 7463 25924 Nestle Spon ADR Rep Reg SHR 13782 19083 Starwood Property Trust Inc 28964 22801 Verizon Communications 30181 24438 0 0 124895 128317 Blackrock EN Glbl Dev TR AT COST 12697 20797 E V Floating Rate I (EIBLX) AT COST 26031 25621 Federated HRMS STR VAL DIV IS AT COST 37231 43808 FPA Crescent FD INSTL AT COST 31618 39132 Global X MLP & Energy Infras AT COST 11887 26331 Harding Loevmer INTL EQTY INST AT COST 19173 23799 Lazard INTL EQI SEL INST AT COST 11588 17193 SPDR S&P Inter Dvd ETF AT COST 9856 9666 Vanguard FTSE Europr ETF AT COST 12173 17558 Investment Management Fees 5062 5062 0 Foreign Taxes 247 247 0