2026-09-15T16:47:13-05:00 2025-10-31 204071715 DESROCHERS & COMPANY 9 DAMON MILL SQUARE SUITE 5D CONCORD MA 01742 990PF 2024-11-01 043493830 SANTOS FAMILY FOUNDATION SANT 6174892311 416 POWDER MILL RD CONCORD MA 01742 PAUL SANTOS JR TRUSTEE 6174892311 2026-09-15 1 1 MICHAEL R DESROCHERS CPA P00447691 7813283200 2026-09-15 2024 X X 2073446 X X 9 9 50519 50519 72045 389088 72045 122573 122573 0 0 0 7019 7019 0 14904 14904 0 14735 35 14700 36658 21958 14700 107000 107000 143658 21958 121700 -21085 100615 58578 79318 79318 1547857 1506032 1994128 1606435 1585350 2073446 0 0 X 0 0 0 0 1606435 1585350 1606435 1585350 1606435 1585350 1606435 -21085 0 1585350 0 1585350 ISHARES 3-7 YEAR TREASURY BOND ETF (IEI) P 2022-08-25 2025-01-21 85261 87451 -2190 -2190 ISHARES 3-7 YEAR TREASURY BOND ETF (IEI) P 2024-09-30 2025-01-21 4743 4909 -166 -166 ISHARES BARCLAYS 10-20 YR TREASURY BOND (TLH) P 2025-01-21 2025-04-21 19640 19768 -128 -128 ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB) P 2023-11-09 2025-04-21 84860 81745 3115 3115 ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB) P 2024-09-30 2025-04-21 7903 7988 -85 -85 ISHARES MSCI EMERGING MARKETS EX-CHINA ETF (EMXC) P 2024-04-29 2025-08-20 9889 8848 1041 1041 ISHARES S&P 500 GROWTH ETF (IVW) P 2017-04-05 2025-08-20 55693 16098 39595 39595 SCHWAB INTERNATIONAL EQUITY (SCHF) P 2024-04-29 2025-03-10 19448 18727 721 721 SCHWAB US AGGREGATE BOND ETF (SCHZ) P 2023-11-09 2025-04-21 39771 38472 1299 1299 SPDR S&P 400 MID CAP GROWTH ETF (MDYG) P 2024-09-30 2025-08-20 14909 14739 170 170 WCM FOCUSED INTERNATIONAL GROWTH INSTL (WCMIX) P 2019-07-24 2025-01-21 19990 15494 4496 4496 DODGE & COX STOCK FUND P 2025-10-31 7796 7796 7796 PROSPECTOR OPPORTUNITY P 2025-10-31 3749 3749 3749 WCM FOCUSED INTERNATIONAL GROWTH INSTL P 2025-10-31 14662 2804 11858 11858 WCM FOCUSED INTERNATIONAL GROWTH INSTL P 2024-11-01 2025-10-31 774 774 774 72045 1399 0 1399 0 1399 2400 0 0 0 2400 0 1001 0 1001 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 14700 0 0 1917671 86854 0 2004525 0 0 2004525 30068 1974457 98723 98723 1399 1399 97324 0 97324 0 97324 121700 0 121700 97324 0 0 321745 241200 184331 203934 132278 1083488 121700 0 0 0 97324 24376 0 0 1107864 0 0 0 0 0 0 321745 786119 241200 184331 203934 132278 24376 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 BELMONT VOICE PO BOX 241 BELMONT MA 02478 NONE PUBLIC CHARITY UNRESTRICTED 5000 BELMONT FOOD COLLABORATIVE PO BOX 387 BELMONT MA 02478 NONE PUBLIC CHARITY UNRESTRICTED 3000 OLIN COLLEGE OF ENGINEERING 1000 OLIN WAY NEEDHAM MA 02492 NONE PUBLIC CHARITY AUTO SAFETY TEACHING AND RESEARCH 90000 FIRST CHURCH OF BELMONT 404 CONCORD AVENUE BELMONT MA 02478 NONE PUBLIC CHARITY UNRESTRICTED 2000 PETERBOROUGH UNITARIAN UNIVERSALIST CHURCH 25 MAIN STREET PETERBOROUGH NH 03458 NONE PUBLIC CHARITY UNRESTRICTED 7000 107000 0 14 9 14 50519 18 72045 0 122573 0 122573 0 0 0 0 0 0 0 0 0 0 BERTELETTI DESROCHERS & COMPANY PC 7019 7019 0 ARGENT WEALTH/CHARLES SCHAWB MUTUAL AT COST 222011 381189 ARGENT WEALTH/CHARLES SCHAWB EXCHANGE AT COST 1284021 1612939 AUTO SAFETY RESEARCH PROJECT - LEN SANTOS 14700 0 14700 MA FILING FEE 35 35 0 SCHWAB/ARGENT INVESTMENT 14904 14904 0