2025-02-27T14:36:14-06:00 2024-10-31 204071715 BERTELETTI DESROCHERS & COMPANY PC 9 DAMON MILL SQUARE SUITE 5D CONCORD MA 01742 990PF 2023-11-01 043493830 SANTOS FAMILY FOUNDATION SANT 6174892311 48 ELIZABETH ROAD BELMONT MA 02478 PAUL SANTOS TRUSTEE 6174892311 2025-02-26 1 0 MICHAEL R DESROCHERS CPA P00447691 7813283200 2025-02-26 2023 2025-03-06 01:10:19Z X 1987192 X X 122 122 47379 47379 128603 1236421 128603 176104 176104 0 0 0 6195 6195 0 17089 17089 0 1502 0 0 58200 0 58200 82986 23284 58200 171000 171000 253986 23284 229200 -77882 152820 140579 58578 58578 1543738 1547857 1928614 1684317 1606435 1987192 0 0 X 0 0 0 0 1684317 1606435 1684317 1606435 1684317 1606435 1684317 -77882 0 1606435 0 1606435 SCHWAB X6241 P 11037 11037 11037 SCHWAB X6241 P 28 28 28 ALPS/SMITH TOTAL RETURN BOND I (SMTHX) P 2022-06-29 2023-11-09 366465 394000 -27535 -27535 ALPS/SMITH TOTAL RETURN BOND I (SMTHX) P 2022-07-27 2023-11-09 981 1074 -93 -93 ALPS/SMITH TOTAL RETURN BOND I (SMTHX) P 2022-08-25 2023-11-09 871 944 -73 -73 ALPS/SMITH TOTAL RETURN BOND I (SMTHX) P 2022-09-29 2023-11-09 849 878 -29 -29 ALPS/SMITH TOTAL RETURN BOND I (SMTHX) P 2022-10-27 2023-11-09 1190 1216 -26 -26 ALPS/SMITH TOTAL RETURN BOND I (SMTHX) P 2022-11-17 2023-11-09 989 1024 -35 -35 ALPS/SMITH TOTAL RETURN BOND I (SMTHX) P 2022-12-23 2023-11-09 1092 1143 -51 -51 ALPS/SMITH TOTAL RETURN BOND I (SMTHX) P 2023-01-26 2023-11-09 1169 1250 -81 -81 ALPS/SMITH TOTAL RETURN BOND I (SMTHX) P 2023-02-23 2023-11-09 964 1010 -46 -46 ALPS/SMITH TOTAL RETURN BOND I (SMTHX) P 2023-03-30 2023-11-09 1191 1255 -64 -64 BAIRD MIDCAP INSTL (BMDIX) P 2022-08-25 2024-09-30 81042 79000 2042 2042 BAIRD MIDCAP INSTL (BMDIX) P 2022-12-15 2024-09-30 228 196 32 32 BAIRD MIDCAP INSTL (BMDIX) P 2022-12-15 2024-09-30 1074 925 149 149 BAIRD MIDCAP INSTL (BMDIX) P 2023-11-09 2024-09-30 12701 11000 1701 1701 BAIRD MIDCAP INSTL (BMDIX) P 2023-12-14 2024-09-30 2150 2103 47 47 HARDING LOEVNER INTL EQUITY (HLMIX) P 2010-12-27 2024-02-16 19990 11561 8429 8429 HARDING LOEVNER INTL EQUITY (HLMIX) P 2010-12-27 2024-04-29 52236 30023 22213 22213 HARDING LOEVNER INTL EQUITY (HLMIX) P 2017-08-10 2024-04-29 42767 35000 7767 7767 HARDING LOEVNER INTL EQUITY (HLMIX) P 2018-08-01 2024-04-29 49939 45000 4939 4939 ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) P 2022-06-29 2023-11-09 249652 254661 -5009 -5009 ISHARES 3-7 YEAR TREASURY BOND ETF P 2022-08-25 2023-11-09 112386 117944 -5558 -5558 I SHARES CORE DIVIDEND GROWTH ETF P 2018-06-21 2023-11-09 19809 14061 5748 5748 I SHARES CORE DIVIDEND GROWTH ETF P 2018-06-21 2024-02-16 11005 6908 4097 4097 I SHARES CORE DIVIDEND GROWTH ETF P 2020-04-21 2024-02-16 8948 5528 3420 3420 ISHARES S&P 500 GROWTH ETF P 2017-04-05 2024-09-30 49912 17215 32697 32697 JENSEN QUALITY GROWTH I P 2010-03-02 2023-11-09 100766 42145 58621 58621 PROSPECTOR OPPORTUNITY P 2020-10-09 2023-11-09 34990 30754 4236 4236 128603 2124 0 2124 0 2124 1480 0 0 0 1480 0 644 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 WWW.SANTOSFAMILYFOUNDATION.ORG PAUL J SANTOS JR 6174892311 48 ELIZABETH ROAD BELMONT MA 02478 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAUL J SANTOS 48 ELIZABETH ROAD BELMONT MA 02478 TRUSTEE 1.00 0 0 0 ANNE STUART 48 ELIZABETH ROAD BELMONT MA 02478 TRUSTEE 1.00 0 0 0 NONE 0 LEONARD E SANTOS 4110 SE HAWTHORNE 423 PORTLAND OR 97214 CONSULTANT 58200 0 0 1876194 134888 0 2011082 0 0 2011082 30166 1980916 99046 99046 2124 2124 96922 0 96922 0 96922 229200 0 229200 96922 0 0 321745 241200 184331 203934 951210 229200 0 0 0 96922 132278 0 0 1083488 0 0 0 0 0 0 0 1083488 321745 241200 184331 203934 132278 PAUL J SANTOS PAUL J SANTOS JR 48 ELIZABETH ROAD BELMONT MA 02478 6174892311 INITIAL CONTACT SHOULD BE A PRECISE WRITTEN SUMMARY NONE FOUNDATION PRIMARILY SUPPORTS VEHICLE AND TRAFFIC SAFETY STUDIES AND RELATED PROGRAMS FIRST CHURCH OF BELMONT 404 CONCORD AVENUE BELMONT MA 02478 NONE PUBLIC CHARITY UNRESTRICTED 2500 OLIN COLLEGE OF ENGINEERING OLIN WAY NEEDHAM MA 02492 NONE PUBLIC CHARITY AUTO SAFETY TEACHING AND RESEARCH 30000 PETERBOROUGH UNITARIAN UNIVERSALIST CHURCH 25 MAIN STREET PETERBOROUGH NH 03458 NONE PUBLIC CHARITY UNRESTRICTED 6000 US DEPARTMENT OF TRANSPORTATION VOLPE CENTER 55 BROADWAY CAMBRIDGE MA 02142 NONE PUBLIC CHARITY AUTO AND TRAFFIC SAFETY 82500 BELMONT VOICE PO BOX 241 BELMONT MA 02478 NONE PUBLIC CHARITY UNRESTRICTED 50000 171000 0 14 122 14 47379 18 128603 0 176104 0 176104 0 0 0 0 0 0 0 0 0 0 BERTELETTI DESROCHERS & COMPANY PC 6195 6195 0 ARGENT WEALTH/CHARLES SCHAWB MUTUAL AT COST 229505 388198 ARGENT WEALTH/CHARLES SCHAWB EXCHANGE AT COST 1318352 1540416 AUTO SAFETY RESEARCH PROJECT - LEN SANTOS 58200 0 58200 PAUL J. SANTOS, JR. 255 255 0 SCHWAB/ARGENT INVESTMENT 16834 16834 0 FORM 990-PF TAX 1467 0 0 FORM MA PC 35 0 0