2025-10-15T07:33:10-05:00 2024-11-30 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990PF 2023-12-01 256885307 THE CHANGE THE WORLD FOUNDATION TRUST C/O SCS FINANCIAL SERVICES LLC CHAN 6172046422 888 BOYLSTON STREET STE 1010 BOSTON MA 02199 THOMAS E BRADY TRUSTEE 6172046422 2025-10-14 1 0 JOANNA D POWELL P01488107 6178075000 2025-10-14 2023 2025-03-06 01:10:19Z X 77868 X 25000 4379 4379 37428 140089 37428 66807 41807 0 0 0 5975 5975 0 705 705 0 35 0 0 6715 6680 0 130000 130000 136715 6680 130000 -69908 35127 10 10 1614 948 948 23210 11362 11415 75881 29476 56019 20320 9321 9476 121025 51117 77868 0 0 X -50960 -50960 0 0 171985 102077 121025 51117 121025 51117 121025 -69908 0 51117 0 51117 FIDELITY P 2018-09-28 2024-11-30 139698 102661 37037 37037 CAPITAL GAINS DIVIDENDS P 391 391 391 37428 488 0 488 0 488 68 0 500 0 568 0 80 0 80 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A SCS FINANCIAL SERVICES LLC 6172046422 888 BOYLSTON STREET SUITE 1010 BOSTON MA 02199 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS BRADY JR C/O SCS FINANCIAL 888 BOYLSTON ST 1010 BOSTON MA 02199 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 165203 2197 0 167400 0 0 167400 2511 164889 8244 8244 488 488 7756 0 7756 0 7756 130000 0 130000 7756 0 0 384787 464859 93716 769857 690359 2403578 130000 0 0 0 7756 122244 0 0 2525822 0 0 0 0 0 0 384787 2141035 464859 93716 769857 690359 122244 THOMAS BRADY JR X MSK GIVING (MEMORIAL SLOAN KETTERING CANCER CENTER) 633 3RD AVE 5TH FLOOR NEW YORK NY 10017 CHARITABLE WITH EVERY CONTRIBUTION, OUR DONORS, FUNDRAISERS, AND SUPPORTERS BRING MSK CLOSER TO ACHIEVING OUR MISSION OF ENDING CANCER FOR LIFE. LEARN HOW TO JOIN US IN FUNDING INNOVATIVE RESEARCH, CARE, AND EDUCATION AT ONE OF THE WORLD'S LEADING AUTHORITIES ON CANCER. 5000 VOLUNTEER FLORIDA FOUNDATION 839 E PARK AVE STE B TALLAHASSEE FL 32301 CHARITABLE THE VOLUNTEER FLORIDA FOUNDATION RAISES FUNDS TO SUPPORT VOLUNTEER FLORIDA, THE STATE'S LEAD AGENCY FOR VOLUNTEERISM AND NATIONAL SERVICE. 100000 TIMANOUS FOUNDATION 85 PLAINS ROAD RAYMOND ME 04071 CHARITABLE THE TIMANOUS FOUNDATION IS DEDICATED TO PROVIDING A CAMP LIFE THAT BUILDS CHARACTER AND HAS LASTING VALUE FOR EVERY BOY. THIS CAMP LIFE FEATURES: . SIMPLE, ACTIVE LIVING IN A RUSTIC ENVIRONMENT . DEEP RESPECT FOR THE RIGHTS AND SELF WORTH OF EVERY INDIVIDUAL . HOLISTIC GROWTH OF BODY, MIND AND SPIRIT THE FOUNDATION SUPPORTS THIS CAMP LIFE BY FOSTERING HIGH STANDARDS FOR COUNSELLORS AS ROLE MODELS AND LEADERS, MAINTAINING GENERATIONAL CONTINUITY OF THE CAMP COMMUNITY, AND SUPPORTING OPPORTUNITIES TO EXPAND PROGRAMMING TO REACH ECONOMICALLY DIVERSE POPULATIONS. 25000 130000 0 14 4379 18 37428 0 41807 0 41807 0 0 0 0 0 0 0 0 0 0 X X 1 THOMAS BRADY 888 BOYLSTON STREET SUITE 1010 BOSTON MA 02199 25000 X ACCOUNTING 5975 5975 0 DOUBLELINE TOTAL RETURN BOND FUND 3313 3323 GUGGENHEIM LIMITED DURATION 2744 2830 GUGGENHEIM TOTAL RET 3264 3323 EDGEWOOD GROWTH FUND 2100 3137 HARTFORD INTL VALUE 2353 3319 INVESCO DB COMMDY INDX TRCK FD UNIT 347 362 SPDR PORTFOLIO S&P 500 GROWTH ETF 2362 3582 SPDR PORTFOLIO S&P 500 GROWTH ETF 82 174 SPDR SER TR S&P METALS MNG 334 413 VANGUARD DEVELOPED MARKETS INDEX FUND 5794 10110 VANGUARD INDEX FDS VANGUARD TOTAL STK 7613 21290 VANGUARD INDEX FDS VANGUARD VALUE 2487 4001 VANGUARD INTL EQUITY INDEX FDS FTSE EMR 1592 2187 VANGUARD INTL EQUITY INDEX FDS FTSE EMR 305 365 VANGUARD REAL ESTATE ETF 445 491 VICTORY SYCAMORE EST VAL 2052 3135 WCM FOCUSED INTERNATIONAL 1610 3453 11362 11415 0 0 FIDELITY INVESTMENTS ADVISOR FEES 705 705 0 MASSACHUSETTS 35 0 0