2025-05-02T12:01:25-05:00 2024-12-31 941687665 BANK OF AMERICA PO BOX 653067 DALLAS TX 752653067 990PF 2024-01-01 046118587 CHARLES B & LOUIS R PERINI FAMILY PERI 8888663275 PO BOX 653067 DALLAS TX 752653067 TIM PERINI TRUSTEE 8888663275 2025-03-27 true true KAREN J KISER P00146417 8888663275 2025-03-27 2024 2025-03-06 01:10:19Z X 1816419 X 42672 42672 70412 355694 70412 0 113084 113084 18001 10800 7200 0 0 0 0 0 0 1250 750 0 500 0 0 1138 1138 0 0 0 0 0 0 0 35 35 20424 12688 0 7735 78000 78000 98424 12688 0 85735 14660 100396 0 40955 54030 54030 0 0 0 1440649 1442076 1762389 0 1481604 1496106 1816419 0 X 1481604 1496106 1481604 1496106 1481604 1496106 1481604 14660 10 1496274 168 1496106 8. ISHARES CORE TOT U S BD MKT ETF 2018-09-13 2024-02-16 776 810 -34 -34 59. ISHARES CORE TOT U S BD MKT ETF 2018-10-08 2024-02-16 5722 6160 -438 -438 27. ISHARES CORE TOT U S BD MKT ETF 2019-07-02 2024-02-16 2619 3007 -388 -388 267. ISHARES CORE TOT U S BD MKT ETF 2020-01-21 2024-02-16 25896 30238 -4342 -4342 33. ISHARES CORE TOT U S BD MKT ETF 2020-04-17 2024-02-16 3201 3878 -677 -677 110. ISHARES CORE TOT U S BD MKT ETF 2020-08-31 2024-02-16 10669 13019 -2350 -2350 2. VANGUARD 500 INDEX FUND SHS ETF 2016-07-06 2024-02-16 920 384 536 536 30. VANGUARD 500 INDEX FUND SHS ETF 2016-10-26 2024-02-16 13796 5886 7910 7910 26. VANGUARD MID-CAP ETF 2020-01-21 2024-02-16 6127 4757 1370 1370 676. ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF 2022-09-30 2024-10-11 41891 34446 7445 7445 18. ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF 2022-10-21 2024-10-11 1115 919 196 196 10. ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF 2023-01-31 2024-10-11 620 547 73 73 24. ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF 2023-07-31 2024-10-11 1487 1365 122 122 6. ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF 2023-10-19 2024-10-11 372 314 58 58 30. ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF 2024-02-16 2024-10-11 1859 1685 174 174 921. ISHARES EDGE MSCI MIN VOL EAFE ETF 2022-09-30 2024-10-11 69736 52686 17050 17050 8. ISHARES EDGE MSCI MIN VOL EAFE ETF 2022-10-21 2024-10-11 606 452 154 154 20. ISHARES EDGE MSCI MIN VOL EAFE ETF 2023-07-31 2024-10-11 1514 1383 131 131 49. ISHARES EDGE MSCI MIN VOL EAFE ETF 2024-02-16 2024-10-11 3710 3356 354 354 355.511 JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 2019-08-14 2024-10-11 8081 8260 -179 -179 164.489 JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 2020-01-21 2024-10-11 3739 4247 -508 -508 1632.647 METROPOLITAN WEST TOTAL RETURN BOND FD CL P 2020-01-21 2024-10-11 14041 16845 -2804 -2804 595.449 METROPOLITAN WEST TOTAL RETURN BOND FD CL P 2020-04-20 2024-10-11 5121 6328 -1207 -1207 1943.904 METROPOLITAN WEST TOTAL RETURN BOND FD CL P 2020-08-31 2024-10-11 16718 21187 -4469 -4469 112. VANGUARD FTSE EMERGING MARKETS ETF 2021-01-29 2024-10-11 5385 5795 -410 -410 27. VANGUARD 500 INDEX FUND SHS ETF 2016-10-26 2024-10-11 14372 5297 9075 9075 13. ISHARES S&P SMALLCAP 600 INDEX FUND 2019-08-14 2024-11-13 1616 965 651 651 136. ISHARES S&P SMALLCAP 600 INDEX FUND 2020-03-23 2024-11-13 16905 6630 10275 10275 17. VANGUARD 500 INDEX FUND SHS ETF 2016-10-26 2024-11-13 9356 3335 6021 6021 31. VANGUARD 500 INDEX FUND SHS ETF 2018-10-08 2024-11-13 17060 8149 8911 8911 88. VANGUARD MID-CAP ETF 2020-01-21 2024-11-13 24416 16101 8315 8315 21. ISHARES CORE TOT U S BD MKT ETF 2020-08-31 2024-11-19 2057 2485 -428 -428 21. ISHARES CORE TOT U S BD MKT ETF 2021-01-29 2024-11-19 2057 2465 -408 -408 341.305 JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 2020-01-21 2024-11-19 7935 8812 -877 -877 176.695 JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 2020-03-23 2024-11-19 4108 3089 1019 1019 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 CAPITAL GAIN DIVIDENDS P 10091 70412 1396 0 1396 0 1396 353 0 0 353 29 1072 0 0 false false false false false false false true true MA true false false false false true N/A BANK OF AMERICA NA 8888663275 PO BOX 653067 DALLAS TX 752653067 false false false false true false false false false false false false false false false false false false false false false false CHARLES B PERINI 297 LITTLETON RD HARVARD MA 01451 VICE PRESI 1 0 DAVID PERINI 6 MAPLE ST MEDFIELD MA 02052 TRUSTEE 1 0 TIMOTHY PERINI 5 BATES RD HARRISON NY 10528 TRUSTEE 1 0 HEATHER PERINI 15 APPALOOSA CIR HOPKINTON MA 01748 TRUSTEE 1 0 BANK OF AMERICA 1FINANCIAL PLAZA PROVIDENCE RI 02903 AGENT FOR FIDUCIARY 1 18001 AUDREA URIBE 5 WAVERLY PL METAIRIE LA 70003 DIRECTOR 1 0 NONE 0 NONE 0 N/A N/A 1775141 36037 0 1811178 0 0 1811178 27168 1784010 89201 89201 1396 1396 87805 0 87805 0 87805 85735 0 0 0 0 85735 87805 77728 0 0 0 0 0 0 0 85735 77728 0 0 8007 0 0 0 0 0 0 0 0 79798 0 0 0 0 0 0 0 0 NONE NONE TIMOTHY PERINI 5 BATES RD HARRISON NY 105281903 8888663275 BY LETTER WITH LATEST ANNUAL REPORT NOVEMBER 1 NONE HARVARD BUSINESS SCHOOL 111 WESTERN AVENUE BOSTON MA 02163 N/A PC UNRESTRICTED GENERAL 200 PRESIDENT & FELLOWS OF HARVARD COLLEGE 124 MT AUBURN STREET CAMBRIDGE MA 021381350 N/A PC UNRESTRICTED GENERAL 500 MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVENUE CAMBRIDGE MA 021394307 N/A PC UNRESTRICTED GENERAL 10000 MILTON ACADEMY 170 CENTRE STREET MILTON MA 021863338 N/A PC UNRESTRICTED GENERAL 200 MOUNT AUBURN HOSPITAL 330 MOUNT AUBURN STREET CAMBRIDGE MA 02138 N/A PC UNRESTRICTED GENERAL 5000 THE FENN SCHOOL 516 MONUMENT STREET CONCORD MA 017421894 N/A PC UNRESTRICTED GENERAL 500 DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON MA 022155418 N/A PC UNRESTRICTED GENERAL 6100 ASSOCIATION TO PRESERVE CAPE COD 482 MAIN STREET DENNIS MA 026381947 N/A PC UNRESTRICTED GENERAL 1000 BAYPATH HUMANE SOCIETY 500 LEGACY FARMS NORTH HOPKINTON MA 017482921 N/A PC UNRESTRICTED GENERAL 8000 VINFEN 950 CAMBRIDGE STREET CAMBRIDGE MA 02141 N/A PC UNRESTRICTED GENERAL 2000 PAN-MASS CHALLENGE 77 4TH AVENUE NEEDHAM MA 02494 N/A PC UNRESTRICTED GENERAL 4500 EMERSON HEALTH CARE FOUNDATION 133 OLD ROAD TO NINE ACRE CORNER CONCORD MA 017429861 N/A PC UNRESTRICTED GENERAL 2000 BUZZARDS BAY COALITION 114 FRONT STREET NEW BEDFORD MA 02740 N/A PC UNRESTRICTED GENERAL 500 NATIONAL MARINE LIFE CENTER 120 MAIN STREET BUZZARDS BAY MA 025320269 N/A PC UNRESTRICTED GENERAL 2000 THE CAT CONNECTION PO BOX 541435 WALTHAM MA 024541435 N/A PC UNRESTRICTED GENERAL 2000 CAPE COD HEALTHCARE FOUNDATION INC PO BOX 370 HYANNIS MA 02601 N/A PC UNRESTRICTED GENERAL 500 MEMORIAL SLOAN KETTERING CANCER CENTER PO BOX 27432 NEW YORK NY 10087 N/A PC UNRESTRICTED GENERAL 200 STUDENT ADVOCACY INC 3 WEST MAIN STREET ELMSFORD NY 105232460 N/A PC UNRESTRICTED GENERAL 200 CONGREGATION EMANU-EL OF WESTCHESTER 2125 WESTCHESTER AVENUE EAST RYE NY 10580 N/A PC UNRESTRICTED GENERAL 1000 SLAVES OF THE IMMACULATE HEART PO BOX 1000 STILL RIVER MA 014511349 N/A PC UNRESTRICTED GENERAL 500 SARAH LAWRENCE COLLEGE 1 MEAD WAY BRONXVILLE NY 10708 N/A PC UNRESTRICTED GENERAL 2500 SHRINERS' HOSPITALS FOR CHILDREN 2900 ROCKY POINT DRIVE TAMPA FL 33607 N/A PC UNRESTRICTED GENERAL 1000 FOUNDATION FOR SARCOIDOSIS RESEARCH 320 W OHIO STREET CHICAGO IL 60654 N/A PC UNRESTRICTED GENERAL 5000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 381053678 N/A PC UNRESTRICTED GENERAL 2000 LADIES AUXILIARY OF HISPANIC APOSTOLATE 4801 RUE LAURENT METAIRIE LA 70003 N/A PC UNRESTRICTED GENERAL 4000 ST MICHAEL SPECIAL SCHOOL 1522 CHIPPEWA STREET NEW ORLEANS LA 70130 N/A PC UNRESTRICTED GENERAL 3000 RONALD MCDONALD HOUSE OF SOUTH LOUISIANA 210 STATE STREET BUILDING 4 NEW ORLEANS LA 70118 N/A PC UNRESTRICTED GENERAL 3000 WOMEN'S NEW LIFE CENTER 4612 SOUTH CLAIBORNE AVENUE NEW ORLEANS LA 70125 N/A PC UNRESTRICTED GENERAL 3000 SISTERS AT HEART 11 CARDINAL CIRCLE NORTH ATTLEBORO MA 02760 N/A PC UNRESTRICTED GENERAL 1000 ENJOY LIFE EDUCATION INC 11 MEETINGHOUSE HILL ROAD DOVER MA 020302135 N/A PC UNRESTRICTED GENERAL 5000 THE FEMINIST INSTITUTE 1220 PARK AVENUE 13D NEW YORK NY 10128 N/A PC UNRESTRICTED GENERAL 500 MYAKKA ELEPHANT RANCH 1767 LAKEWOOD RANCH BLVD BRADENTON FL 34251 N/A PC UNRESTRICTED GENERAL 1000 INTERNATIONAL MYELOMA FOUNDATION 4400 COLDWATER CANYON AVENUE STUDIO CITY CA 916041480 N/A PC UNRESTRICTED GENERAL 100 78000 14 42672 18 70412 113084 113084 false false false false false false false false false false TAX PREPARATION FEE - BOA 1250 750 500 SEE ATTACHED 1442076 1762389 TYE INCOME ADJUSTMENT 166 NET ROUNDING ADJ 2 STATE FILING FEE 35 0 35 PRIOR YEAR ROC ADJ 10 FOREIGN TAXES ON QUALIFIED FOR 720 720 0 FOREIGN TAXES ON NONQUALIFIED 418 418 0