2025-11-07T15:18:27-06:00 2024-12-31 050409384 KAHN LITWIN RENZA & CO LTD 951 NORTH MAIN STREET PROVIDENCE RI 02904 990PF 2024-01-01 823779206 PDB FOUNDATION PDBF 5083451001 99 IRVING STREET CAMBRIDGE MA 02138 MARK R BAMFORTH TRUSTEE 5083451001 2025-11-07 1 1 SANDY ROSS P01399337 4012742001 2025-11-06 2024 2025-03-06 01:10:19Z X 81248631 X X 3049475 3049475 5645978 72671279 5628912 8695453 8678387 0 0 0 9800 4900 4900 133189 133189 0 185 0 185 55801 418 500 1242 0 1242 200217 138507 6827 4411495 4411495 4611712 138507 4418322 4083741 8539880 75937049 1448169 1448169 0 69031969 69705795 0 8672149 8818052 0 945278 1276615 76775 0 0 76013824 80097565 81248631 11659 11659 11659 11659 X 0 0 0 0 76002165 80085906 76002165 80085906 76013824 80097565 76002165 4083741 0 80085906 0 80085906 UBS 41751 SALES OF SECURITIES P 50223941 49805504 418437 418437 UBS 41752 SALES OF SECURITIES P 15484777 10683727 4801050 4801050 UBS 41828 SALES OF SECURITIES P 6290190 5917212 372978 372978 SALES OF SECURITIES P 672371 635924 36447 36447 5628912 118704 0 118704 0 118704 33200 0 115184 0 148384 0 29680 29680 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 NONE MARK BAMFORTH 5083451001 99 IRVING STREET CAMBRIDGE MA 02138 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARK R BAMFORTH 99 IRVING STREET CAMBRIDGE MA 02138 TRUSTEE 3.00 0 0 0 MORAG BAMFORTH 99 IRVING STREET CAMBRIDGE MA 02138 TRUSTEE 3.00 0 0 0 NONE 0 UBS FINANCIAL SERVICES INC 1000 HARBOR BLVD WEEHAWKEN NJ 07086 INVESTMENT MANAGEMENT FEES 133189 0 0 80344511 1291819 0 81636330 0 0 81636330 1224545 80411785 4020589 4020589 118704 118704 3901885 0 3901885 0 3901885 4418322 0 4418322 3901885 0 0 2087356 261553 1241242 3590151 4418322 0 0 0 3901885 516437 0 0 4106588 0 0 0 0 0 0 0 4106588 2087356 261553 1241242 516437 MARK R BAMFORTH MORAG BAMFORTH X AMERICAN CANCER SOCIETY PO BOX 22478 OKLAHOMA CITY OK 73123 NONE PC RESEARCH 450000 BIOMEDICAL SCIENCE CAREERS PROGRAM 150 WOOD RD STE 300 BRAINTREE MA 02184 NONE PC EDUCATION 10000 BOSTON PUBLIC LIBRARY FUND 700 BOYLSTON ST BOSTON MA 02116 NONE PC EDUCATION 159388 BOYS AND GIRLS CLUS OF NEW HAMPSHIRE 17 N SPRING ST CONCORD NH 03301 NONE PC SUPPORT FOR CHILDREN 100000 CAMBRIDGE HEALTH ALLICANCE FOUNDATION 350 MAIN ST 5TH FLOOR MALDEN MA 02148 NONE PC HEALTH CARE 250000 CARROLL SCHOOL 25 BAKER BRIDGE RD LINCOLN MA 01773 NONE PC EDUCATION 10000 COMMUNITY SERVINGS 179 AMORY STREET JAMAICA PLAIN MA 02130 NONE PC FOOD INSECURITIES 10000 DOWNTOWN DOG RESCUE PO BOX 90035 PASADENA CA 91109 NONE PC ANIMAL RESCUE 5150 FAMILY NURTURING CENTER OF MASSACHUSETTS 200 BOWDOIN ST DORCHESTER MA 02122 NONE PC FAMILY ASSISTANCE PROGRAMS 250000 FLARE EDUCATION 288 WESTERN AVENUE CAMBRIDGE MA 02139 NONE PC EDUCATON 50000 GREATER BOSTON FOOD BANK 70 SOUTH BAY AVE BOSTON MA 02118 NONE PC FOOD INSECURITIES 100000 HOPENET LA 760 SOUTH WESTMORELAND AVE LOS ANGELES CA 90005 NONE PC FOOD AND HOUSING 1300 INTERNATIONAL INSTITUTION OF NEW ENGLAND 2 BOYLSTON ST 3RD FLOOR BOSTON MA 02116 NONE PC EDUCATION AND REFUGEES SUPPORT 250000 LIFE SCIENCE CARES PO BOX 425486 CAMBRIDGE MA 02142 NONE PC FOOD INSECURITIES 10000 MASS LIBERATION 21519 MENLO AVE TORRANCE CA 90502 NONE PC EDUCATION 830233 NEW HAMPSHIRE FOOD BANK 700 E INDUSTRIAL PK DR MANCHESTER NH 03109 NONE PC FOOD INSECURITIES 10000 PROCTOR ACADEMY 204 MAIN ST ANDOVER NH 03216 NONE PC EDUCATION 210000 PROJECT INSULIN INC 225 DYER ST PROVIDENCE RI 02903 NONE PC HEALTH CARE 50000 RAW ART WORKS 37 CENTRAL SQUARE LYNN MA 01901 NONE PC YOUTH ARTS SUPPORT 20000 TASK FORCE FOR GLOBAL HEALTH 330 W PONCE DE LEON AVE DECATUR GA 30030 NONE PC GENERAL SUPPORT 50000 THE CENTER LONG BEACH 2017 E FOURTH ST LONG BEACH CA 90814 NONE PC EDUCATION AND WELL BEING 5188 THE COTTING SCHOOL 453 CONCORD AVE LEXINGTON MA 02421 NONE PC GENERAL SUPPORT 5165 THE ENTREPRENEURIAL SCOTLAND FOUNDATION USA 1000 N WEST ST STE 1200 WILMINGTON DE 19801 NONE PC EDUCATION AND LEADERSHIP DEVELOPMENT 50000 THE SECOND STEP PO BOX 600213 NEWTONVILLE MA 02460 NONE PC DOMESTIC VIOLENCE SUPPORT 10000 THE TRUSSELL TRUST UNIT 9 ASHFIELD TRADING ESTATE SALIBURY WILTSHIRE UK SP27HL NONE PC FOOD INSECURITIES 254117 UNIVERSITY OF STRATHCLYDE 16 RICHMOND ST GLASGOW SCOTLAND UK G11XQ NONE PC EDUCATION 455754 WENTWORTH INSTITUTE OF TECHNOLOGY 550 HUNTINGTON AVE BOSTON MA 02115 NONE PC EDUCATION 355200 WEST END HOUSE 105 ALLSTON ST ALLSTON MA 02134 NONE PC EDUCATION 250000 YEAR UP 45 MILK ST BOSTON MA 02109 NONE PC EDUCATION 200000 4411495 0 14 3049475 18 5645978 0 8695453 0 8695453 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND TAX PREPARATION FEES 9800 4900 4900 CORPORATE BONDS 8672149 8818052 69031969 69705795 0 0 COMMODITIES AT COST 945278 1276615 BAMFORTH FAMILY LLC 76775 0 0 BANK FEES AND OFFICE EXPENSE 1242 0 1242 CREDIT CARD PAYABLE 11659 11659 INVESTMENT FEES 133189 133189 0 FEDERAL TAXES 54883 0 0 FOREIGN TAXES 418 418 0 STATE FILING FEES 500 0 500