2011-01-31T14:30:49-06:00 2010-04-30 CBIZ Tofias 700 Pleasant Street 5th Floor New Bedford MA 02740 990PF 2009-05-01 046528085 LEONARD & HILDA KAPLAN CHARITABLE FOUNDATION LEON 7742068300 700 PLEASANT STREET NEW BEDFORD MA 02740 TODD L EISENBERG 7742068300 2011-01-31 1 Paul B Guillet CPA 7742068300 2009 2016-02-24 21:20:13Z X 12190503 X 954279 396972 396972 -1432480 10633806 0 -81229 396972 0 0 0 581 581 0 51655 8448 43207 40385 40385 0 17 17 0 7525 0 250 274 0 167 0 167 15 15 0 100619 49446 43624 314370 314370 414989 49446 357994 -496218 347526 1092008 1168724 1181455 327682 1600470 1762184 273352 1767678 1934677 9631553 6291779 7311775 1717 1305 686 412 412 11325281 10829063 12190503 0 0 X 73715 73715 0 0 11251566 10755348 11325281 10829063 11325281 10829063 11325281 -496218 0 10829063 0 10829063 SALE OF PUBLICALLY TRADED SECURITIES P 10633806 12066286 -1432480 -1432480 -1432480 0 111090 3676845 0.030213 35493 624501 0.056834 40008 656414 0.060949 34959 626040 0.055841 31453 642327 0.048967 0.252804 0.050561 11029119 557643 3475 561118 357994 6951 0 6951 0 6951 3240 8000 11240 4289 4289 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 1 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 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 CBIZ TOFIAS 700 PLEASANT STREET NEW BEDFORD MA 02740 ACCOUNTING AND TAX SERVICES 51655 0 0 9771044 1426031 0 11197075 0 0 11197075 167956 11029119 551456 551456 6951 6951 544505 0 544505 0 544505 357994 0 357994 0 357994 544505 73000 0 0 357994 73000 0 0 284994 0 0 0 0 0 0 0 0 259511 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 I H SCHWARTZ REHABILITATION CENTER ONE POSA PLACE DARTMOUTH MA 02747 NONE PUBLIC CHARITY GENERAL FUNDING 63870 JUDGE BAKERS CHILDREN CENTER 53 PARKER HILL AVENUE BOSTON MA 02120 NONE PUBLIC CHARITY GENERAL FUNDING 15000 LEVINE SCHOOL OF MUSIC 2801 UPTON STREET NW WASHINGTON DC 20008 NONE PUBLIC CHARITY GENERAL FUNDING 25000 NEW BEDFORD ART MUSEUM 608 PLEASANT STREET NEW BEDFORD MA 02740 NONE PUBLIC CHARITY GENERAL FUNDING 7500 OCEAN EXPLORIUM OF NEW BEDFORD 174 UNION STREET NEW BEDFORD MA 02740 NONE PUBLIC CHARITY GENERAL FUNDING 5000 BUILDING BRIDGES ACROSS THE RIVER 1901 MISSISSIPPI AVE SE WASHINGTON DC 20020 NONE PUBLIC CHARITY GIRLS SCHOOL, THEATER, HEALTH PROJECT 25000 HOPE AND A HOME 1439 R STREET NW WASHINGTON DC 20009 NONE PUBLIC CHARITY GENERAL FUNDING 25000 OUR SISTERS SCHOOL 145 BROWNELL AVE NEW BEDFORD MA 02740 NONE PUBLIC CHARITY SCHOLARSHIPS FOR STUDENTS 16000 THE WOMEN'S CENTER 405 COUNTY STREET NEW BEDFORD MA 02740 NONE PUBLIC CHARITY GENERAL FUNDING 15000 CITY YEAR DC 1875 CONNECTICUT AVENUE 11TH FL STE 1130 WASHINGTON DC 20009 NONE PUBLIC CHARITY GENERAL FUNDING 25000 AMERICAN RED CROSS PO BOX 4002018 DES MOINES IA 503402018 NONE PUBLIC CHARITY HAITI RELIEF AND DEVELOPMENT FUND 25000 JUBILEE SUPPORT ALLIANCE 1640 COLUMBIA ROAD WASHINGTON DC 20009 NONE PUBLIC CHARITY JUMP START PROGRAM AND TEEN RENAISSANCE CENTER 20000 NATIVITY PREP SCHOOL 66 SPRING STREET NEW BEDFORD MA 02740 NONE PUBLIC CHARITY SUMMER CAMPERSHIPS 10000 RAPPAHANNOCK ANIMAL WELFARE LEAGUE PO BOX 396 AMISSVILLE VA 20106 NONE PUBLIC CHARITY GENERAL FUNDING 10000 STAR KIDS SCHOLARSHIP PROGRAM PO BOX 6214 MIDDLETOWN RI 02842 NONE PUBLIC CHARITY SUMMER CAMPERSHIPS 1000 UNIVERSITY OF MASSACHUSETTS DARTMOUTH 285 OLD WESTPORT ROAD DARTMOUTH MA 02747 NONE PUBLIC CHARITY ENDOWMENT FOR SCHOLARSHIP FUND 25000 YMCA 18 SO WATER STREET NEW BEDFORD MA 02740 NONE PUBLIC CHARITY ANNUAL SCHOLARSHIP FUND FOR MEMBERSHIPS 1000 314370 LEVINE SCHOOL OF MUSIC 2801 UPTON STREET NW WASHINGTON DC 20008 NONE PUBLIC CHARITY GENERAL FUNDING 50000 NEW BEDFORD ART MUSEUM 608 PLEASANT STREET NEW BEDFORD MA 02740 NONE PUBLIC CHARITY GENERAL FUNDING 2500 BUILDING BRIDGES ACROSS THE RIVER 1901 MISSISSIPPI AVE SE WASHINGTON DC 20020 NONE PUBLIC CHARITY GIRLS SCHOOL, THEATER, HEALTH PROJECT 50000 HOPE AND A HOME 1439 R STREET NW WASHINGTON DC 20009 NONE PUBLIC CHARITY GENERAL FUNDING 50000 I H SCHWARTZ REHABILITATION CENTER ONE POSA PLACE DARTMOUTH MA 02747 NONE PUBLIC CHARITY GENERAL FUNDING 78000 OUR SISTERS SCHOOL 145 BROWNELL AVE NEW BEDFORD MA 02740 NONE PUBLIC CHARITY SCHOLARSHIPS FOR STUDENTS 48000 THE WOMEN'S CENTER 405 COUNTY STREET NEW BEDFORD MA 02740 NONE PUBLIC CHARITY GENERAL FUNDING 10000 288500 14 396972 18 -1432480 0 -1035508 0 -1035508 0 0 0 0 0 0 0 0 0 0 X X 1 ESTATE OF HILDA KAPLAN C/O CBIZ TOFIAS 700 PLEASANT STREET NEW BEDFORD MA 02740 954017 X ACCOUNTING FEES 51655 8448 43207 OFFICE EQUIPMENT - COMPUTER 2008-11-10 1717 172 200DB 5.000000000000 274 0 UBS - CORPORATE BONDS 1767678 1934677 UBS - CORPORATE STOCK 1600470 1762184 INVESTMENTS - MORGAN STANLEY - SMITH BARNEY AT COST 6291779 7311775 OFFICE EQUIPMENT - COMPUTER 1717 1305 412 0 LEGAL FEES 581 581 0 MISCELLANEOUS EXPENSES 15 15 0 CONSULTING AND ADVISORY FEES 40385 40385 0 ESTATE OF HILDA KAPLAN 700 PLEASANT STREET NEW BEDFORD MA 02740 COMM OF MASS 250 0 250 FEDERAL TAXES 6103 0 0 FOREIGN TAXES 1172 0 0