2012-07-06T09:26:51-05:00 2012-04-30 263753134 CBIZ TOFIAS 700 PLEASANT STREET 5TH FLOOR NEW BEDFORD MA 02740 990PF 2011-05-01 046528085 LEONARD & HILDA KAPLAN CHARITABLE FOUNDATION LEON 7742068300 700 PLEASANT STREET NEW BEDFORD MA 02740 TODD L EISENBERG 7742068300 2012-07-02 1 DANIELLE N POYANT CPA P00161288 7742068300 2011 2016-02-24 21:20:13Z X 12273657 X X 429875 429875 646826 5699382 646826 79678 79678 1156379 1156379 0 0 0 38980 3100 35880 48825 48825 0 19 19 0 7323 0 125 99 0 55 0 55 9 0 9 95310 51944 36069 690000 690000 785310 51944 726069 371069 1104435 1090470 1803555 1828322 1939749 2564068 2659586 1760591 1172296 1272686 6097275 5719334 6512915 1717 1569 247 148 148 10888332 11259401 12273657 0 0 X 73715 73715 0 0 10814617 11185686 10888332 11259401 10888332 11259401 10888332 371069 0 11259401 0 11259401 SALE OF PUBLICLY TRADED SECURITIES P 5699382 5052556 646826 646826 646826 0 624498 11934550 0.052327 357994 11029119 0.032459 111090 3676845 0.030213 35493 624501 0.056834 40008 656414 0.060949 0.232782 0.046556 12054136 561192 11044 572236 726069 X 11044 0 11044 0 11044 6920 6920 4124 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A TODD EISENBERG TRUSTEE 7742068300 700 PLEASANT STREET NEW BEDFORD MA 02740 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 TOFIAS 700 PLEASANT STREET NEW BEDFORD MA 02740 2.00 0 0 0 GEORGE ROBINSON C/O CBIZ TOFIAS 700 PLEASANT STREET NEW BEDFORD MA 02740 3.00 0 0 0 NONE 0 SMITH BARNEY 7272 WISCONSIN AVENUE BETHESDA MD 20814 INVESTMENT CONSULTING & ADVISORY SERVICES 48825 CBIZ TOFIAS 700 PLEASANT STREET NEW BEDFORD MA 02740 ACCOUNTING AND TAX SERVICES 38980 0 0 10499430 1738272 0 12237702 0 0 12237702 183566 12054136 602707 602707 11044 11044 591663 0 591663 0 591663 726069 0 726069 11044 715025 591663 217907 0 0 726069 217907 0 0 508162 0 0 0 0 0 0 0 0 83501 0 0 0 TODD EISENBERG TRUSTEE 700 PLEASANT STREET NEW BEDFORD MA 02740 7742068300 APPLICATIONS SHOULD TAKE THE FORM OF A WRITTEN LETTER STATING THE CAUSE AND WORK PERFORMED BY THE ORGANIZATION. NONE NONE BREAD FOR THE CITY 1525 7TH STREET NW WASHINGTON DC 20001 NONE PUBLIC CHARITY GENERAL FUNDING 20000 BUILDING BRIDGES ACROSS THE RIVER 1901 MISSISSIPPI AVE SE WASHINGTON DC 20020 NONE PUBLIC CHARITY GIRLS SCHOOL, THEATER, HEALTH PROJECT 25000 CITY YEAR BOSTON 287 COLUMBUS AVENUE BOSTON MA 02116 NONE PUBLIC CHARITY GENERAL FUNDING 25000 CITY YEAR DC 1875 CONNECTICUT AVE 11TH FL STE 1130 WASHINGTON DC 20009 NONE PUBLIC CHARITY WHOLE SCHOOL, WHOLE CHILD INNITIATIVE 25000 HOPE AND A HOME 1439 R STREET NW WASHINGTON DC 20009 NONE PUBLIC CHARITY GENERAL FUNDING 25000 I H SCHWARTZ REHABILITATION CENTER ONE POSA PLACE DARTMOUTH MA 02747 NONE PUBLIC CHARITY GENERAL FUNDING 226000 JUBILEE JOBS INC 2712 ONTARIO ROAD NW WASHINGTON DC 20009 NONE PUBLIC CHARITY GENERAL FUNDING 20000 JUDGE BAKERS CHILDREN CENTER 53 PARKER HILL AVENUE BOSTON MA 02120 NONE PUBLIC CHARITY GENERAL FUNDING 20000 LEVINE SCHOOL OF MUSIC 2801 UPTON STREET NW WASHINGTON DC 20008 NONE PUBLIC CHARITY GENERAL FUNDING 25000 LIVE IT LEARN IT 735 8TH STREET SE WASHINGTON DC 20003 NONE PUBLIC CHARITY GENERAL FUNDING 25000 NATIONAL BRAIN TUMOR SOCIETY 124 WATERTOWN STREET STE 2D WATERTOWN MA 02472 NONE PUBLIC CHARITY PEDIATRIC TUMOR RESEARCH PROJECTS 25000 NATIVITY PREP SCHOOL 66 SPRING STREET NEW BEDFORD MA 02740 NONE PUBLIC CHARITY SUMMER CAMPERSHIPS 23000 NEW BEDFORD ART MUSEUM 608 PLEASANT STREET NEW BEDFORD MA 02740 NONE PUBLIC CHARITY SUMMER ARTMOBILE 15000 NEW BEDFORD EDUCATIONAL FOUNDATION PO BOX 6250 NEW BEDFORD MA 02740 NONE PUBLIC CHARITY GENERAL FUNDING 10000 OCEAN EXPLORIUM OF NEW BEDFORD 174 UNION STREET NEW BEDFORD MA 02740 NONE PUBLIC CHARITY GENERAL FUNDING 20000 OUR SISTERS SCHOOL 145 BROWNELL AVE NEW BEDFORD MA 02740 NONE PUBLIC CHARITY SCHOLARSHIPS FOR STUDENTS 20000 RAPPAHANNOCK ANIMAL WELFARE LEAGUE PO BOX 396 AMISSVILLE VA 20106 NONE PUBLIC CHARITY GENERAL FUNDING 10000 SITAR ARTS CENTER 1700 KALORAMA ROAD NW STE 101 WASHINGTON DC 20009 NONE PUBLIC CHARITY TEEN INITIATIVE AND DIGITAL ARTS LAB 20000 THE WOMEN'S CENTER 405 COUNTY STREET NEW BEDFORD MA 02740 NONE PUBLIC CHARITY GENERAL FUNDING 30000 UNIVERSITY OF MASSACHUSETTS DARTMOUTH 285 OLD WESTPORT ROAD DARTMOUTH MA 02747 NONE PUBLIC CHARITY ENDOWMENT FOR SCHOLARSHIP FUND 40000 YMCA 18 SO WATER STREET NEW BEDFORD MA 02740 NONE PUBLIC CHARITY ANNUAL SCHOLARSHIP FUND FOR MEMBERSHIPS 1000 YWCA - YW KIDS 20 SOUTH 6TH STREET NEW BEDFORD MA 02740 NONE PUBLIC CHARITY SCHOOL AGE PROGRAM 15000 YWCA 20 SOUTH 6TH STREET NEW BEDFORD MA 02740 NONE PUBLIC CHARITY CAPITAL CAMPAIGN 25000 690000 NEW BEDFORD EDUCATIONAL FOUNDATION PO BOX 6250 NEW BEDFORD MA 02740 NONE PUBLIC CHARITY GENERAL FUNDING 10000 YWCA 20 SOUTH 6TH STREET NEW BEDFORD MA 02740 NONE PUBLIC CHARITY CAPITAL CAMPAIGN 75000 85000 14 429875 18 79678 18 646826 0 1156379 0 1156379 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 38980 3100 35880 OFFICE EQUIPMENT - COMPUTER 2008-11-10 1717 611 200DB 5.000000000000 99 0 UBS - CORPORATE BONDS 1172296 1272686 UBS - CORPORATE STOCK 2564068 2659586 INVESTMENTS - MORGAN STANLEY - SMITH BARNEY AT COST 5719334 6512915 OFFICE EQUIPMENT - COMPUTER 1717 1569 148 POSTAGE 9 0 9 MISCELLANEOUS INCOME 1634 1634 1634 SMITH BARNEY - CAPITAL GAIN DISTRIBUTIONS 78044 78044 78044 CONSULTING AND ADVISORY FEES 48825 48825 0 COMM OF MASS 125 0 125 FEDERAL TAXES 7198 0 0