2025-05-12T14:31:38-05:00 2024-12-31 331197384 ANDERSEN TAX LLC 125 HIGH STREET BOSTON MA 02110 990PF 2024-01-01 200011660 THE DINOVI FAMILY FOUNDATION DINO 6172271050 11756 LAKE HOUSE CT N PALM BEACH FL 33408 ANTHONY J DINOVI TRUSTEE 6172271050 2025-05-07 1 0 EMILY HUTCHISON P01996416 6172928400 2025-05-06 2024 2025-03-06 01:10:19Z X 18697063 X X 20756 20756 386194 386194 239242 2315567 239242 646192 646192 0 0 0 16500 8250 8250 25628 8128 500 42128 16378 8750 1462500 1462500 1504628 16378 1471250 -858436 629814 463557 1171952 1171952 26893 9298913 8286950 10406834 5549182 4957065 4572743 2545534 2545534 2545534 17884079 16961501 18697063 0 0 X 0 0 0 0 17884079 16961501 17884079 16961501 17884079 16961501 17884079 -858436 0 17025643 64142 16961501 PUBLICLY TRADED SECURITIES 2102335 2076325 26010 26010 CAPITAL GAINS DIVIDENDS P 213232 213232 213232 239242 8754 0 8754 0 8754 15650 0 0 0 15650 0 6896 6896 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A ANTHONY J DINOVI 6172271050 11756 LAKE HOUSE CT N PALM BEACH FL 33408 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANTHONY J DINOVI 11756 LAKE HOUSE CT N PALM BEACH FL 33408 TRUSTEE 1.00 0 0 0 DEANNA L DINOVI 11756 LAKE HOUSE CT N PALM BEACH FL 33408 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 15522055 524908 2545534 18592497 0 0 18592497 278887 18313610 915681 915681 8754 8754 906927 0 906927 0 906927 1471250 0 1471250 906927 0 0 1022432 908039 289461 572251 2792183 1471250 0 0 0 906927 564323 0 0 3356506 0 0 0 0 0 0 1022432 2334074 908039 289461 572251 564323 ANTHONY J DINOVI X CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVE CLEVELAND OH 44195 NONE PC GENERAL 100000 NOBLE AND GREENOUGH SCHOOL 10 CAMPUS DR DEDHAM MA 02026 NONE PC GENERAL 10000 LOST TREE VILLAGE CHARITABLE 8 CHURCH LN NORTH PALM BEACH FL 33408 NONE PC GENERAL 50000 CITY YEAR GREATER BOSTON 287 COLUMBUS AVE BOSTON MA 02116 NONE PC GENERAL 5000 TEACH FOR AMERICA 50 MILK STREET BOSTON MA 02114 NONE PC GENERAL 25000 PRESIDENT AND FELLOWS OF HARVARD MASSACHUSETTS HALL CAMBRIDGE MA 02138 NONE PC GENERAL 100000 BRIGHAM AND WOMEN'S HOSPITAL 75 FRANCIS STREET BOSTON MA 02115 NONE PC GENERAL 300000 DREAM FOUNDATION 436 14TH ST SUITE 920 OAKLAND CA 94612 NONE PC GENERAL 10000 THE STEPPINGSTONE FOUNDATION 1 APPLETON ST BOSTON MA 02116 NONE PC GENERAL 10000 ARRAY EDUCATION 25 BROADWAY FL 3 NEW YORK NY 10004 NONE PC GENERAL 10000 REGIS HIGH SCHOOL 55 E 84TH ST NEW YORK NY 10028 NONE PC GENERAL 1000 PRESIDENT AND FELLOWS OF HARVARD MASSACHUSETTS HALL CAMBRIDGE MA 02138 NONE PC GENERAL 500000 PRESIDENT AND FELLOWS OF HARVARD MASSACHUSETTS HALL CAMBRIDGE MA 02138 NONE PC GENERAL 10000 CHILDREN'S HOSPITAL IDE 300 LONGWOOD AVENUE BOSTON MA 02115 NONE PC GENERAL 100000 CHILDREN'S HOSPITAL IDE 300 LONGWOOD AVENUE BOSTON MA 02115 NONE PC GENERAL 10000 BRIGHAM AND WOMEN'S HOSPITAL 75 FRANCIS STREET BOSTON MA 02115 NONE PC GENERAL 10000 PRESIDENT AND FELLOWS OF HARVARD MASSACHUSETTS HALL CAMBRIDGE MA 02138 NONE PC GENERAL 10000 THE GIFT ACCOUNT OF DANA-FARBER PO BOX 849168 BOSTON MA 02284 NONE PC GENERAL 100000 TEACH FOR ALL INC 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 NONE PC GENERAL 10000 BOSTON BRUINS CHARITABLE FOUNDATION INC 100 LEGENDS WAY BOSTON MA 02114 NONE PC GENERAL 1000 MARK BAVIS LEADERSHOP FOUNDATION PO BOX 320310 WEST ROXBURY MA 02132 NONE PC GENERAL 4000 CLERGY TRUST 66 BROOKS DR BOSTON MA 02184 NONE PC GENERAL 5000 GREENLIGHT FUND 50 MILK ST 16TH FLOOR BOSTON MA 02109 NONE PC GENERAL 10000 DREAM FOUNDATION 436 14TH ST SUITE 920 OAKLAND CA 94612 NONE PC GENERAL 5000 DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVE BOSTON MA 02125 NONE PC GENERAL 15000 BOSTON COLLEGIATE CHARTER SCHOOL 215 SYDNEY STREET DORCHESTER MA 02210 NONE PC GENERAL 15000 UNITED WAY OF MASSACHUSETTS BAY 9 CHANNEL CENTER ST UNIT 500 BOSTON MA 02215 NONE PC GENERAL 10000 CAMPAIGN FOR CATHOLIC SCHOOLS 66 BROOKS DR BRAINTREE MA 02127 NONE PC GENERAL 3500 DANA-FARBER'S JIMMY FUND CLINIC 450 BROOKLINE AVE BOSTON MA 02215 NONE PC GENERAL 500 NYU LANGONE HEALTH 550 1ST AVE NEW YORK NY 10016 NONE PC GENERAL 5000 PGA OF SOUTH FLORIDA 7201 GEORGIA AVE WEST PALM BEACH FL 33405 NONE PC GENERAL 2500 MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA ST SUITE 540 BOSTON MA 02114 NONE PC GENERAL 10000 CYSTIC FIBROSIS FOUNDATION 4550 MONTGOMERY AVE SUITE 1100 N BETHESDA MD 20814 NONE PC GENERAL 5000 1462500 0 14 20756 14 386194 18 239242 0 646192 0 646192 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 16500 8250 8250 DOUBLELINE TOTAL RETURN BOND FD CL I 1153929 986071 LOOMIS SAYLES CORE PLUS BOND FUND CL Y 1904560 1697553 THE OSTERWEIS STRATEGIC INCOME FD 1898576 1889119 BARON REAL ESTATE FUND INSTITUTIONAL 470648 493420 DFA GLOBAL REAL ESTATE SEC PORTFOLIO 478838 484366 DODGE & COX INTERNATL STOCK CL I 948075 1037982 WCM FOCUSED INTL GROWTH FUND INSTL 1453989 1416846 AKRE FOCUS FUND INSTL 827788 1354069 VANGUARD COMMODITY STRATEGY FD 329751 270341 ISHARES RUSSELL 3000 INDEX FUND 2774243 4167327 VANGUARD INTL EQUITY INDEX FDS FTSE EMR 797404 868094 ISHARES GOLD TR ISHARES 206214 314389 FIRST EAGLE LOAN FUND AT COST 2545534 2545534 TIMING DIFFERENCE 64142 FOREIGN TAX WITHHELD 8128 8128 0 FEDERAL 990-PF 17000 0 0 MA FILING FEE 500 0 500