2024-05-14T16:00:14-05:00 2023-12-31 821747014 LYNCH FINK HARRINGTON & GRAY LLP 6 BEACON ST SUITE 415 BOSTON MA 021083836 990PF 2023-01-01 316649882 THE OUTREACH FOUNDATION C/O S PALITZ OUTR 6177399040 4 CHANNING STREET CAMBRIDGE MA 02138 SUZANNE L PALITZ TRUSTEE 6177399040 2024-05-07 1 SUZANNE PALITZ 999009999 0 PETER W FINK ESQ P00635003 6179510800 2024-05-07 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 793243 X 35 X 6 6 17543 17543 29960 202607 29960 47544 47509 0 0 0 5183 5183 0 7518 7518 0 897 0 0 13598 12701 0 39000 39000 52598 12701 39000 -5054 34808 23818 10810 10810 518908 513231 782298 131 135 135 542857 524176 793243 23500 8186 23500 8186 X 519357 515990 0 0 0 0 519357 515990 542857 524176 519357 -5054 1687 515990 0 515990 MORGAN STANLEY #166448 P 78548 79128 -580 -580 MORGAN STANLEY #166448 P 670 670 670 MORGAN STANLEY #166448 P 123349 93519 29830 29830 MORGAN STANLEY #166448 P 4 4 4 MORGAN STANLEY #166448 P 36 36 36 29960 484 0 484 0 484 346 0 0 0 346 0 138 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A SUZANNE L PALITZ 6177399040 4 CHANNING 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 SUZANNE L PALITZ 4 CHANNING STREET CAMBRIDGE MA 02138 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 715261 39650 0 754911 0 0 754911 11324 743587 37179 37179 484 484 36695 0 36695 0 36695 39000 0 39000 36695 38596 2021 1778 0 39000 38596 0 0 404 0 0 0 0 1778 1778 0 0 36291 0 0 0 SUZANNE L PALITZ X AMERICAN REPERTORY THEATER 64 BRATTLE STREET CAMBRIDGE MA 02138 501(C) 3 UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVES/RESEARCH/BENEFITTING THOSE IN NEED 3000 BELMONT DAY SCHOOL 55 DAY SCHOOL LANE BELMONT MA 02478 501(C) 3 UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVES/RESEARCH/BENEFITTING THOSE IN NEED 1000 ACLU 125 BROAD STREET 18TH FL NEW YORK NY 10004 501(C) 3 UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVES/RESEARCH/BENEFITTING THOSE IN NEED 600 BRIDGES HOMEWARD 60 GORE ST CAMBRIDGE MA 02141 501(C) 3 UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVES/RESEARCH/BENEFITTING THOSE IN NEED 2000 CAMBRIDGE COMM FOUNDATION 99 BISHOP ALLEN DR CAMBRIDGE MA 02139 501(C) 3 UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVES/RESEARCH/BENEFITTING THOSE IN NEED 5000 CAMBRIDGE SCHOOL OF WESTON 45 GEORGIAN ROAD WESTON MA 02493 501(C) 3 UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVES/RESEARCH/BENEFITTING THOSE IN NEED 1000 HORIZONS FOR HOMELESS CHILDREN 1705 COLUMBUS AVE BOSTON MA 02119 501(C) 3 UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVES/RESEARCH/BENEFITTING THOSE IN NEED 2000 ISLAND HOUSING TR PO BOX 779 WEST TISBURY MA 02575 501(C) 3 UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVES/RESEARCH/BENEFITTING THOSE IN NEED 2000 JAZZ FOUNDATION AMERICA 47 W 37TH STREET SUITE 201 NEW YORK NY 10018 501(C) 3 UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVES/RESEARCH/BENEFITTING THOSE IN NEED 800 MARTHA'S VINEYARD COMMUNITY SERVICES 111 EDGARTOWN RD OAK BLUFFS MA 02557 501(C) 3 UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVES/RESEARCH/BENEFITTING THOSE IN NEED 1000 NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE BOSTON MA 02115 501(C) 3 UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVES/RESEARCH/BENEFITTING THOSE IN NEED 2000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 501(C) 3 UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVES/RESEARCH/BENEFITTING THOSE IN NEED 600 THE JIM COLLINS FOUNDATION PO BOX 7097 NEW YORK NY 10150 501(C) 3 UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVES/RESEARCH/BENEFITTING THOSE IN NEED 2000 TRANSGENDER EMERGNCY FUND PO BOX 220270 BOSTON MA 02122 501(C) 3 UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVES/RESEARCH/BENEFITTING THOSE IN NEED 5000 UNIVERSITY OF VERMONT RALLY CATS 194 SOUTH PROSPECT STREET BURLINGTON VT 05405 501(C) 3 UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVES/RESEARCH/BENEFITTING THOSE IN NEED 1000 UNIVERSITY OF VERMONT 194 SOUTH PROSPECT STREET BURLINGTON VT 04501 501(C) 3 UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVES/RESEARCH/BENEFITTING THOSE IN NEED 1000 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FL NEW YORK NY 10006 501(C) 3 UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVES/RESEARCH/BENEFITTING THOSE IN NEED 2000 MA TRANSGENDER POLITICAL PO BOX 960784 BELMONT MA 02196 501(C) 3 UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVES/RESEARCH/BENEFITTING THOSE IN NEED 1000 WORLD CENTRAL KITCHEN PO BOX 965385 WASHINGTON DC 20090 501(C) 3 UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVES/RESEARCH/BENEFITTING THOSE IN NEED 5000 LA VIA CAMPESINA 2288 FULTON ST STE 103 BERKELEY CA 94704 501(C) 3 UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVES/RESEARCH/BENEFITTING THOSE IN NEED 1000 39000 0 14 6 14 17543 18 29960 0 47509 0 47509 0 0 0 0 0 0 0 0 0 1 FURNISHING HOPE OF MASSACHUSETTS INC PUBLIC CHARITY BROTHER/SISTER 225 SH. ISHARES DOW JONES US MEDICAL DEVICES INDEX FD AT COST 2319 12143 180 SH. VANGUARD EMERGING MARKETS AT COST 6104 7398 490 SH. SEL SECT SPDR CONSUMER STAPLES AT COST 22149 35295 80 SH. SEL SECT SPDR CONS DISCR. CONSUMER DISCRETIONARY AT COST 6591 14305 210 SH. SELECT SECTOR SPDR INDUSTRIAL AT COST 10899 23938 135 SH. MATERIALS SELECT SECTOR SPDR FUND AT COST 5909 11548 290 SH. HEALTH CARE SEL SECT SPDR FD AT COST 18309 39550 795 SH. ISHARES DJ US TECH INDEX FD AT COST 27065 97586 200 SH. ENERGY SEL SECT SPDR FD AT COST 6266 16768 400 SH. ISHARES CORE US AGGREGATE AT COST 41366 39700 60 SH. VISA AT COST 4018 15621 35 SH. HOME DEPOT AT COST 4071 12129 1,160 SH. ISHARES CORE MSCI EAFE ETF AT COST 69712 81606 145 SH. UTILITIES SEL SECT SPDR FD AT COST 8366 9183 305 SH. VANGUARD FINANCIAL ETF AT COST 15097 28139 1,460 SH. VANGUARD FTSE DEVELOPED MKTS AT COST 61245 69934 60 SH. SALESFORCE.COM AT COST 5186 15788 2614.964 SH. PRUDENTIAL TOTAL RETURN BD Z AT COST 30021 31510 290 SH. COMM SERV SELECT SECTOR SPDR AT COST 14379 21071 35 SH. VANGUARD TTL STK MKT ETF (VTI) AT COST 4834 8303 70 SH. IQVIA HOLDINGS INC. AT COST 10946 16197 115 SH.VANGUARD REAL ESTATE ETF AT COST 7355 10161 115 SH. VANGUARD SMALL CAP ETF AT COST 14660 24533 38 SH. DEERE & CO. AT COST 12093 15195 86 SH. PALO ALTO NETWORKS AT COST 9562 25360 280 ISHARES TRUST ISHARES 1-5 YE AT COST 15247 14357 50 SH. AMAZON AT COST 8000 7597 130 SH. BLACKSTONE INC. AT COST 12751 17020 170 SH. ISHARES 0-3 MONTH TREASURY B AT COST 17022 17046 260 SH. ISHARES 0-5 HY CORP. AT COST 10572 10977 2,707.37 INVESCO PREM US GOVT MNY INST AT COST 2707 2707 270 SH. SPDR GOLD MINISHARES TRUST AT COST 10268 11046 795 SH. SPDR PORTFOLIO HIGH YIELD BOND AT COST 18142 18587 LYNCH FINK HARRINGTON & GRAY LLP 5183 5183 0 DIVIDEND RECEIVABLE-MORGAN STANLEY ACCT- 131 135 135 ADJUSTMENT 1250 NON-TAXABLE DISTRIBUTIONS 437 UNCLEARED CHECKS 23500 8186 MANAGEMENT FEES- MORGAN STANLEY 7518 7518 0 COMMONWEALTH OF MASS - 2022 FILING FEE 35 0 0 FOREIGN TAX - MORGAN STANLEY SMITH BARNEY 329 0 0 IRS- 2022 EXTENSION PAYMENT BALANCE DUE- FORM 4720 533 0 0