2024-11-12T12:24:21-06:00 2023-12-31 043284670 STACK & STACK LLP 393 TOTTEN POND ROAD SUITE 303 WALTHAM MA 02451 990PF 2023-01-01 133382155 THE PLATO MALOZEMOFF FOUNDATION PLAT 7812590327 9 PAGE FARM ROAD LINCOLN MA 01773 IRENE WEIGEL CO-PRESIDENT 7812590327 2024-11-07 1 0 GARY L STACK P00506913 7818903300 2024-11-07 2023 2024-10-15 13:58:12Z X 1799523 X X 29 29 77768 77768 27985 29380 27985 105782 105782 0 0 0 1154 0 0 4765 0 0 301 0 0 738 738 0 6958 738 0 95000 95000 101958 738 95000 3824 105044 29715 35618 35618 671 527 519 724664 723015 816863 20000 20000 21871 777631 777345 924652 1552681 1556505 1799523 0 0 X 1690418 1690418 0 0 -137737 -133913 1552681 1556505 1552681 1556505 1552681 3824 0 1556505 0 1556505 GOVT NATL MTG ASSN POOL P 7053 1395 5658 5658 CAPITAL GAINS DIVIDENDS P 22327 22327 22327 27985 1460 0 1460 0 1460 2559 0 600 0 3159 0 1699 1699 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A IRENE WEIGEL 7812590327 9 PAGE FARM ROAD LINCOLN MA 01773 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALEXIS MALOZEMOFF 37 WALNUT STREET LEXINGTON MA 02421 CO-PRESIDENT 10.00 0 0 0 IRENE WEIGEL 9 PAGE FARM ROAD LINCOLN MA 01773 CO-PRESIDENT/RECORDING SEC 10.00 0 0 0 NONE 0 NONE 0 0 1777123 57667 0 1834790 0 0 1834790 27522 1807268 90363 90363 1460 1460 88903 0 88903 0 88903 95000 0 95000 88903 16049 0 0 95000 16049 0 0 78951 0 0 0 0 0 0 0 0 9952 0 0 0 X ALRIGHTAMERICAN REFUGEE COMMITTEE 615 FIRST AVE NE STE 500 MINNEAPOLIS MN 55413 NONE CHARITY UNRESTRICTED GIFT 4000 BOSTON AFTER SCHOOLBEYOND 89 SOUTH STREET STE 601 BOSTON MA 02111 NONE SCHOOL UNRESTRICTED GIFT 2000 BOSTON RESCUE MISSION 39 KINGSTON ST BOSTON MA 02111 NONE CHARITY UNRESTRICTED GIFT 2000 CONSERVATION LANDS FOUNDATION 835 E SECOND AVENUE 314 DURANGO CO 81301 NONE CHARITY UNRESTRICTED GIFT 4750 CONSERVATION LAW FOUNDATION 62 SUMMER STREET BOSTON MA 02110 NONE CHARITY UNRESTRICTED GIFT 4000 CRADLES TO CRAYONS 281 NEWTONVILLE AVENUE NEWTON MA 02460 NONE CHARITY UNRESTRICTED GIFT 2000 CYPRESS HILLS LOCAL DEVELOPMENT CORPORATION 625 JAMAICA AVENUE BROOKLYN NY 11208 NONE CHARITY UNRESTRICTED GIFT 3200 EDEN REFORESTATION PROJECTS 303 W FOOTHILL BLVD 113 GLENDORA CA 91741 NONE CHARITY UNRESTRICTED GIFT 3000 EPIPHANY SCHOOL 154 CENTRE STREET DORCHESTER MA 02124 NONE SCHOOL UNRESTRICTED GIFT 4000 GIVE DIRECTLY CHURCH ST STATION PO BOX 3221 NEW YORK NY 10008 NONE CHARITY UNRESTRICTED GIFT 5000 HOMES FOR OUR TROOPS 6 MAIN STREET TAUNTON MA 02780 NONE CHARITY UNRESTRICTED GIFT 2500 IMPACCT BROOKLYN 1000 DEAN STREET STE 420 BROOKLYN NY 11238 NONE CHARITY UNRESTRICTED GIFT 3200 KEEP MASSACHUSETTS BEAUTIFUL 43 OLD STABLE DRIVE MANSFIELD MA 02048 NONE CHARITY UNRESTRICTED GIFT 2000 LAST MILE HEALTH PO BOX 130122 BOSTON MA 02133 NONE CHARITY UNRESTRICTED GIFT 2000 LET GROW 228 PARK AVE 77212 NEW YORK NY 10003 NONE CHARITY UNRESTRICED GIFT 1500 MERCY CORPS PO BOX 2669 PORTLAND OR 97208 NONE CIVIC UNRESTRICTED GIFT 4000 MIDWIVES FOR HAITI 7130 GLEN FOREST DRIVE SUITE 101 RICHMOND VA 23226 NONE CHARITY UNRESTRICTED GIFT 1000 MUSEUM OF RUSSIAN ICONS 203 UNION STREET CLINTON MA 01510 NONE CHARITY UNRESTRICTED GIFT 1000 OCEAN CONSERVANCY 1300 19TH STREET NW 8TH FL WASHINGTON DC 20036 NONE CHARITY UNRESTRICTED GIFT 4750 PHILLIPS BROOKS HOUSE ASSOCIATION HARVARD YARD CAMBRIDGE MA 02138 NONE CIVIC UNRESTRICTED GIFT 1000 PLOUGHSHARES FUND FORT MASON CENTER B-330 SAN FRANCISCO CA 94123 NONE CIVIC UNRESTRICTED GIFT 4000 RAINFOREST TRUST PO BOX 841 WARRENTON VA 20188 NONE CHARITY UNRESTRICTED GIFT 5000 ST VLADIMR'S SEMINARY 575 SCARSDALE ROAD CRESTWOOD NY 10707 NONE CHURCH UNRESTRICTED GIFT 6000 THE FOOD PROJECT 10 LEWIS STREET LINCOLN MA 01773 NONE CHARITY UNRESTRICTED GIFT 2000 UNION OF CONCERNED SCIENTISTS 2 BRATTLE SQUARE CAMBRIDGE MA 02138 NONE CHARITY UNRESTRICTED GIFT 7000 VILLAGE HEALTH WORKS PO BOX 75 NEW YORK NY 10013 NONE CHARITY UNRESTRICTED GIFT 3000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FL WASHINGTON DC 20001 NONE CHARITY UNRESTRICTED GIFT 5000 NEIGBORHOOD HOUSING SERVICES OF QUEENS CDC INC 60-20 WOODSIDE AVE LOWER LEVEL WOODSIDE NY 11377 NONE CHARITY UNRESTRICTED GIFT 3100 PARTNERS IN HEALTH 800 BOYLSTON ST SUITE 300 BOSTON MA 02199 NONE CHARITY UNRESTRICTED GIFT 3000 95000 0 14 29 14 77768 18 27985 0 105782 0 105782 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4765 0 0 ALPHABET INC CL C 8754 49325 ANNALY CAPITAL MANAGEMENT INC. 15222 9685 APPLE INC 4175 38506 AT&T INC 15603 11746 COHEN & STEERS QUALITY INCOME 77094 73440 COHEN & STEERS SELECT PREF 110748 75600 EATON VANCE TAX ADV GLO 21925 23640 FIRST TRUST ECCH TRADED FD II 39979 44520 FIRST TRUST ENHANCED EQTY INC FD 48579 56637 HEALTHPEAK PPTYS INC. 8339 4455 JP MORGAN CHASE & CO 7492 25515 LEGGETT & PLATT 8104 7197 LUMEN TECHNOLOGIES 39920 7320 LYONDELLBASELL NV CL-A 15027 17590 PFIZER INC 18875 19001 SEAGATE TECHNOLOGY PLC 21089 51222 SPDR S&P DIVIDEND 89150 145590 TELEFONICA SA ADR 22099 19500 VANGUARD SHT-TERM INFLATION PROTECTED 89391 83108 VERIZON COMMUNICATIONS 20651 18850 VODAPHONE GROUP 27251 13920 WARNER BROTHERS DISCOVERY INC. 4755 1923 XCEL ENERGY INC 8793 18573 527 519 0 0 FIDELITY ADV FL RT HI INC AT COST 25043 23401 FIDELITY HIGH DIVIDEND ETF AT COST 179035 274820 FIDELITY MID CAP INDEX FUND AT COST 20072 19399 SPDR ICE PREFERRED SECS ETF AT COST 62020 46928 SPDR SER TR PORTFOLIO TIPS AT COST 72140 58811 VANGUARD DEVELOPED MRKTS INDEX AT COST 30591 29838 VANGUARD EQUITY INCOME INVESTOR AT COST 294650 377113 VANGUARD MID-CAP INDEX FD AT COST 21434 23264 VANGUARD REAL ESTATE ETF AT COST 15573 17672 VIRTUS MULTI SEC SHT TRM BDI AT COST 56787 53406 DELEWARE ADMIN FEES 541 0 0 LEGAL FEES 613 0 0 ADMIN FEE - FIDELITY 206 0 0 OTHER 95 0 0 FEDERAL EXCISE TAXES 0 0 0 FOREIGN TAXES - FIDELITY 738 738 0