2023-05-15T14:10:16-05:00 2022-12-31 271180831 CERITY PARTNERS 50 PUBLIC SQUARE 2700 CLEVELAND OH 44113 990PF 2022-01-01 364158247 HESED FOUNDATION C/O CERITY PARTNERS HESE 3127153802 227 W MONROE ST 2090 CHICAGO IL 60606 STEPHANIE S CHOO PRESIDENT 3127153802 2023-05-12 1 STEPHANIE CHOO XXX-XX-XXXX 0 MATTHEW WOJTOWICZ CPA P00969025 2164646266 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 1396358 X 51696 7 7 29865 29865 60538 407556 60538 608 9 0 142714 90419 0 0 0 0 0 5877 5877 0 0 4457 957 0 0 54 0 0 54 10388 6834 0 54 195000 195000 205388 6834 0 195054 -62674 83585 0 302027 207008 207008 0 80505 79296 705403 731254 871450 294946 277225 236833 1508 1771 1771 1303884 1297763 1396358 14500 119500 14500 119500 X 1289384 1178263 0 0 0 0 1289384 1178263 1303884 1297763 1289384 -62674 0 1226710 48447 1178263 PUBLICLY TRADED SECURITIES P 50268 61165 -10897 -10897 PUBLICLY TRADED SECURITIES P 336682 285853 50829 50829 CAPITAL GAINS DIVIDENDS P 20606 20606 20606 60538 -10897 1162 0 1162 0 1162 1236 0 0 0 1236 0 74 74 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A CERITY PARTNERS 3127153802 227 W MONROE ST SUITE 2090 CHICAGO IL 60606 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHANIE S CHOO 12 LANCASTER ST CAMBRIDGE MA 02140 PRESIDENT/SECRETARY/DIRECTOR 0.00 0 0 0 CYNTHIA S DOUGLASS 5688 COLLEGE PLACE BOULDER CO 80303 VICE PRESIDENT/DIRECTOR 0.00 0 0 0 PETER W CHOO 12 LANCASTER ST CAMBRIDGE MA 02140 TREASURER/DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 1174451 263700 0 1438151 0 0 1438151 21572 1416579 70829 70829 1162 1162 69667 0 69667 0 69667 195054 0 195054 69667 0 0 58215 73355 65413 86359 105329 388671 195054 0 0 0 69667 125387 0 0 514058 0 0 0 0 0 0 58215 455843 73355 65413 86359 105329 125387 STEPHANIE S CHOO X GEORGE WASHINGTON UNIVERSITY 2121 I ST NW WASHINGTON DC 20052 NONE PUBLIC GENERAL 10000 HARVARD TH CHAN SCHOOL OF PUBLIC HEALTH 677 HUNTINGTON AVE BOSTON MA 02115 NONE PUBLIC GENERAL 2500 FRIENDS OF ASHA USA 15 NOTRE DAME AVE CAMBRIDGE MA 02140 NONE PUBLIC GENERAL 10000 RESERVOIR CHURCH 170 RINDGE AVE CAMBRIDGE MA 02410 NONE PUBLIC GENERAL 20000 THE SOCIETY OF ST JOHN THE EVANGELIST 980 MEMORIAL DR CAMBRIDGE MA 02130 NONE PUBLIC GENERAL 1000 REBUILD AFRICA 38 PORTER ROAD CAMBRIDGE MA 02410 NONE PUBLIC GENERAL 11000 REBUILD AFRICA 38 PORTER ROAD CAMBRIDGE MA 02410 NONE PUBLIC GENERAL 11000 MCE SOCIAL CAPITAL 5758 GEARY BLVD 261 SAN FRANCISCO CA 94121 NONE PUBLIC GENERAL 10000 FRIENDS OF ASHA USA 15 NOTRE DAME AVE CAMBRIDGE MA 02140 NONE PUBLIC GENERAL 10000 RESERVOIR CHURCH 170 RINDGE AVE CAMBRIDGE MA 02140 NONE PUBLIC GENERAL 30000 LIFE WORK DIRECTION 32 HALIFAX STREET JAMAICA PLAIN MA 02130 NONE PUBLIC GENERAL 5000 HARVARD TH CHAN SCHOOL OF PUBLIC HEALTH 677 HUNTINGTON AVE BOSTON MA 02115 NONE PUBLIC GENERAL 22500 GEORGE WASHINGTON UNIVERSITY 2121 I ST NW WASHINGTON DC 20052 NONE PUBLIC GENERAL 10000 JOHNS HOPKINS UNIVERSITY 615 N WOLFE STREET BALTIMORE MD 12218 NONE PUBLIC GENERAL 5000 VILLAGE ENTERPRISE 1180 SAN CARLOS AVE 222 SAN CARLOS CA 94070 NONE PUBLIC GENERAL 2000 THE VERITAS FORUM INC PO BOX 380807 CAMBRIDGE MA 02238 NONE PUBLIC GENERAL 2000 SOCIETY OF ST JOHN THE EVANGELIST 980 MEMORIAL DR CAMBRIDGE MA 02130 NONE PUBLIC GENERAL 2000 BARRINGTON'S WHITE HOUSE 145 W MAIN ST BARRINGTON IL 60010 NONE PUBLIC GENERAL 3000 CANINE THERAPY CORPS 3918 W FULLERTON AVE CHICAGO IL 60647 NONE PUBLIC GENERAL 5000 HAP FOUNDATION 18W140 BUTTERFIELD RD SUITE 1120 OAKBROOK TERRACE IL 60181 NONE PUBLIC GENERAL 5000 LEARDSHIP TRANSFORMATION INC 130 ESSEX STREET SOUTH HAMILTON MA 01982 NONE PUBLIC GENERAL 10000 MOSAIC CENTER FOR SPIRITUAL FORMATIONS 478 COLUMBIA INDUSTRIAL BOULEVARD EVANS GA 30809 NONE PUBLIC GENERAL 3000 PAX CENTER 605 WASHINGTON ST LA PORTE IN 46350 NONE PUBLIC GENERAL 5000 195000 0 14 7 14 29865 14 608 18 60538 0 91018 0 91018 0 0 0 0 0 0 0 0 0 0 X X 1 STEPHANIE S CHOO 12 LANCASTER ST CAMBRIDGE MA 02140 30447 X 2 STEPHANIE S CHOO 12 LANCASTER ST CAMBRIDGE MA 02140 21249 X 1 418 SHS TARGA RESOURCES CORP COMMON STOCK (TRGP) 30447 2022-12-29 2 147 SHS NVIDIA CORP COMMON STOCK (NVDA) 21249 2022-12-29 BAIRD AGGREGATE BOND FUND INSTL (9241.21 SHARES) 108443 88716 BLACKROCK HIGH YIELD BOND INSTITUTIONAL (BHYIX) (13028.14 SHARES) 100521 86507 PIMCO FDS PAC INVT MGM (4435.04 SHARES) 41088 35303 FULCRUM DIVRS ABSOL RETURN SUPER INSTL (FARYX) (2890.855 SHARES) 27173 26307 NVIDIA CORPORATION COM (NVDA) (147 SHARES) 583 21483 AMG GW&K SMALL/MID CAP FUND CLASS I (GWGIX) (1972.501 SHARES) 31951 29726 JOHCM INTERNATIONAL SELECT INSTL (JOHIX) (1806.95 SHARES) 42136 36157 LAZARD GLOBAL LISTED INFRASTRUCTE INSTL (GLIFX) (2399.98 SHARES) 37455 34080 NEUBERGER BERMAN LONG SHORT INSTL (NLSIX) (1522.334 SHARES) 25305 23718 T ROWE PRICE INTL DISCOVERY FUND (PRIDX) (655.86 SHARES) 51481 37286 VAN ECK EMERGING MARKETS FUND CL I (EMRIX) (2226.997 SHARES) 38581 29129 VANGUARD MID CAP INDEX ADMIRAL SHS (VIMAX) (119.70 SHARES) 21192 30221 VANGUARD SMALL-CAP INDEX ADMIRAL (VSMAX) (319.44 SHARES) 20735 28092 SPDR S&P500 ETF TRUST TRUST UNIT (498 SHARES) 51020 190450 ISHARES TR COHEN STEER REIT (ICF) (619 SHARES) 35177 33946 TARGA RES CORPORATION COM (418 SHARES) 3156 30723 ISHARES INC CORE EMERGING MARKETS (625 SHARES) 29765 29188 NATIXIS FUND TURST I (10074 SHARES) 136000 154738 ENERGY SELECT SECTOR SPDR TR ENERGY (EXL) (303 SHARES 25013 26503 ADVISORS INNER CIRCLE FD EDGEWOOD GROWTH (2024.23 SHARES) 106704 63358 BNY MELLON ADVANTAGE FDS INC DYNAMIC VALUE (1878.29 SHARES) 75000 72652 80505 79296 0 0 DIVIDENDS RECEIVABLE 1508 1771 1771 ADJUSTMENT FOR SECURITIES RECEIVED 48447 IL ATTORNEY GENERAL FEE 15 0 0 15 FOUNDATION FILING FEE 39 0 0 39 NONDIVIDEND DISTRIBUTIONS 599 0 0 OTHER INVESTMENT INCOME 9 9 0 0 0 0 OUTSTANDING CHECKS 14500 119500 CERITY PARTNERS - ADVISORY FEES 5730 5730 0 0 OTHER INVESTMENT FEES 147 147 0 0 EXCISE TAX 3500 0 0 0 FOREIGN TAX 957 957 0 0