2025-05-14T09:01:28-05:00 2024-12-31 990PF 2024-01-01 046025549 EDWIN PHILLIPS TRUST PHIL 8888663275 2036 WASHINGTON STREET HANOVER MA 02339 RITA YEUNG Vice President 8888663275 2025-05-12 false 2024 2025-03-06 01:10:19Z X 14647237 360113 356340 764062 4413844 764062 0 1124175 1120402 113910 56955 56955 0 0 0 0 0 4234 0 0 0 0 0 40079 0 0 0 0 0 0 0 4640 4640 162863 56955 0 61595 587107 587107 749970 56955 0 648702 374205 1063447 0 571172 236319 236319 0 0 0 12378950 13092587 14410918 0 12950122 13328906 14647237 0 X 12950122 13328906 12950122 13328906 12950122 13328906 12950122 374205 7754 13332081 3175 13328906 62. AIR PRODUCTS & CHEMICALS INC 2024-04-25 2024-08-07 17356 14568 2788 2788 15. AIR PRODUCTS & CHEMICALS INC 2024-04-25 2024-09-26 4499 3525 974 974 20. AIR PRODUCTS & CHEMICALS INC 2024-04-25 2024-12-10 6304 4699 1605 1605 200. ALPHABET INC-CL A 2023-02-09 2024-01-03 27628 18944 8684 8684 200. ALPHABET INC-CL A 2023-02-09 2024-01-29 30492 18944 11548 11548 300. ALPHABET INC-CL A 2024-04-08 46311 28305 18006 18006 200. ALPHABET INC-CL A 2023-03-09 2024-05-09 33840 18814 15026 15026 100. ALPHABET INC-CL A 2024-11-06 17515 9667 7848 7848 100. ALPHABET INC-CL A 2023-04-10 2024-12-10 18352 10709 7643 7643 200. ALPHABET INC-CL A 2023-04-10 2024-12-19 38078 21418 16660 16660 50. APPLE INC 2023-02-09 2024-05-09 9198 7642 1556 1556 200. APPLE INC 2024-08-07 42274 30657 11617 11617 100. APPLE INC 2023-03-09 2024-12-10 24695 15355 9340 9340 40. APPLE INC 2024-12-19 10014 6115 3899 3899 10. AUTOMATIC DATA PROCESSING 2023-02-09 2024-03-06 2450 2275 175 175 60. AUTOMATIC DATA PROCESSING 2024-08-07 15724 13424 2300 2300 136. AUTOMATIC DATA PROCESSING 2024-09-06 36675 29742 6933 6933 396. AUTOMATIC DATA PROCESSING 2024-09-06 106788 84801 21987 21987 28. AUTOMATIC DATA PROCESSING 2023-05-08 2024-11-06 8564 5994 2570 2570 10. BERKSHIRE HATHAWAY INC-CL B 2023-02-09 2024-01-03 3652 3097 555 555 20. BERKSHIRE HATHAWAY INC-CL B 2023-02-09 2024-01-29 7597 6195 1402 1402 20. BERKSHIRE HATHAWAY INC-CL B 2023-02-09 2024-03-06 8104 6195 1909 1909 10. BERKSHIRE HATHAWAY INC-CL B 2023-02-09 2024-04-08 4169 3097 1072 1072 153. BERKSHIRE HATHAWAY INC-CL B 2024-05-08 61926 47492 14434 14434 12. BERKSHIRE HATHAWAY INC-CL B 2023-03-09 2024-05-09 4888 3735 1153 1153 20. BERKSHIRE HATHAWAY INC-CL B 2024-08-07 8597 6224 2373 2373 15. BERKSHIRE HATHAWAY INC-CL B 2023-03-09 2024-11-06 6988 4668 2320 2320 20. BLACKROCK INC 2023-02-09 2024-01-03 15683 14659 1024 1024 10. BLACKROCK INC 2024-08-07 8489 6863 1626 1626 10. BLACKROCK INC 2023-03-09 2024-09-26 9468 6746 2722 2722 10. BLACKROCK INC 2024-11-06 10169 6613 3556 3556 10. BLACKROCK INC 2023-04-10 2024-12-10 10639 6524 4115 4115 228.293 CAUSEWAY INTL VAL-INST 2023-02-09 2024-01-03 4392 4011 381 381 700. CAUSEWAY INTL VAL-INST 2023-02-09 2024-05-09 14469 12299 2170 2170 500. CAUSEWAY INTL VAL-INST 2023-02-09 2024-09-27 11235 8785 2450 2450 400. COHEN & STEERS GL REALTY-I 2024-01-04 2024-08-07 21028 20368 660 660 250. COHEN & STEERS GL REALTY-I 2024-01-04 2024-09-27 14465 12730 1735 1735 100. COLGATE-PALMOLIVE CO 2023-02-09 2024-01-03 8064 7351 713 713 795. COLGATE-PALMOLIVE CO 2024-01-11 63724 58141 5583 5583 90. COLGATE-PALMOLIVE CO 2023-03-09 2024-01-29 7531 6536 995 995 15. COLGATE-PALMOLIVE CO 2023-03-09 2024-03-06 1301 1089 212 212 100. COLGATE-PALMOLIVE CO 2023-04-10 2024-05-09 9406 7526 1880 1880 150. COLGATE-PALMOLIVE CO 2023-04-10 2024-08-07 15528 11289 4239 4239 675. COLGATE-PALMOLIVE CO 2024-09-19 69280 52956 16324 16324 20. COPART INC 2023-02-09 2024-01-29 966 697 269 269 130. COPART INC 2023-02-09 2024-03-06 7072 4527 2545 2545 150. COPART INC 2023-02-09 2024-12-10 9228 5224 4004 4004 50. DANAHER CORP 2023-02-09 2024-01-03 11513 11465 48 48 280. DANAHER CORP 2024-03-06 71730 61270 10460 10460 120. DANAHER CORP 2023-02-09 2024-03-06 30741 27517 3224 3224 600. DANAHER CORP 2024-03-07 152504 126348 26156 26156 200. EOG RESOURCES INC 2024-04-08 27199 24065 3134 3134 100. PARAMETRIC EMRG MRKTS-I 2023-02-09 2024-04-08 1416 1330 86 86 700. PARAMETRIC EMRG MRKTS-I 2023-02-09 2024-05-09 10052 9310 742 742 1000. PARAMETRIC EMRG MRKTS-I 2023-02-09 2024-09-27 15400 13300 2100 2100 50. ECOLAB INC 2023-02-09 2024-01-03 9810 7457 2353 2353 30. ECOLAB INC 2023-02-09 2024-03-06 6707 4475 2232 2232 10. ECOLAB INC 2023-03-09 2024-05-09 2326 1605 721 721 15. ECOLAB INC 2023-03-09 2024-09-26 3837 2407 1430 1430 200. EXXON MOBIL CORP 2024-04-08 24266 22635 1631 1631 25. META PLATFORMS INC-CLASS A 2023-02-09 2024-01-03 8620 4542 4078 4078 50. META PLATFORMS INC-CLASS A 2023-02-09 2024-01-29 19996 9084 10912 10912 50. META PLATFORMS INC-CLASS A 2023-02-09 2024-03-06 24919 9084 15835 15835 20. META PLATFORMS INC-CLASS A 2023-02-09 2024-09-26 11354 3634 7720 7720 20. META PLATFORMS INC-CLASS A 2023-02-09 2024-11-06 11326 3634 7692 7692 10. META PLATFORMS INC-CLASS A 2023-02-09 2024-12-10 6207 1817 4390 4390 236.708 FIDELITY DIVERSIFIED INTL FD 2023-02-09 2024-01-03 9501 9355 146 146 200. FIDELITY DIVERSIFIED INTL FD 2023-02-09 2024-03-06 8778 7904 874 874 400. FIDELITY DIVERSIFIED INTL FD 2023-02-09 2024-09-27 18908 15808 3100 3100 90. HOME DEPOT INC 2023-02-09 2024-01-03 30521 28961 1560 1560 152. HOME DEPOT INC 2024-01-11 54107 45846 8261 8261 608. HOME DEPOT INC 2024-01-11 216429 177703 38726 38726 36. HONEYWELL INTERNATIONAL INC 2024-05-30 2024-11-06 7764 7227 537 537 50. HONEYWELL INTERNATIONAL INC 2024-05-30 2024-12-10 11396 10037 1359 1359 170. HONEYWELL INTERNATIONAL INC 2024-05-30 2024-12-19 38574 34126 4448 4448 15. INTUIT INC 2023-03-09 2024-01-03 8880 6283 2597 2597 20. INTUIT INC 2024-01-29 12904 8234 4670 4670 100. JPMORGAN CHASE & CO 2023-02-09 2024-01-03 17073 14179 2894 2894 100. JPMORGAN CHASE & CO 2023-02-09 2024-03-06 18905 14179 4726 4726 30. JPMORGAN CHASE & CO 2023-02-09 2024-04-08 5945 4254 1691 1691 30. JPMORGAN CHASE & CO 2024-08-07 6078 4204 1874 1874 140. JPMORGAN CHASE & CO 2023-03-09 2024-11-06 34160 19159 15001 15001 300. JPMORGAN CHASE & CO 2024-11-26 74779 38981 35798 35798 100000. JPMORGAN CHASE & CO 3.625% 13 MAY 2024 2023-07-17 2024-05-13 100000 98437 1563 1563 20. MASTERCARD INC - A 2023-02-09 2024-01-03 8357 7440 917 917 10. MASTERCARD INC - A 2023-02-09 2024-01-29 4372 3720 652 652 15. MASTERCARD INC - A 2023-02-09 2024-03-06 7084 5580 1504 1504 25. MASTERCARD INC - A 2023-02-09 2024-11-06 13019 9300 3719 3719 10. MASTERCARD INC - A 2023-02-09 2024-12-19 5255 3720 1535 1535 100. MERCK & CO. INC. 2023-02-09 2024-01-03 11513 10744 769 769 100. MERCK & CO. INC. 2023-02-09 2024-01-29 12094 10744 1350 1350 100. MICROSOFT CORP 2023-02-09 2024-01-03 37216 26979 10237 10237 50. MICROSOFT CORP 2023-02-09 2024-01-29 20352 13489 6863 6863 50. MICROSOFT CORP 2023-02-09 2024-12-10 22299 13489 8810 8810 249. NEXTERA ENERGY INC 2024-04-08 16082 18552 -2470 -2470 300. NEXTERA ENERGY INC 2024-05-09 22111 23019 -908 -908 100. NEXTERA ENERGY INC 2024-08-07 7826 7587 239 239 50. NEXTERA ENERGY INC 2023-06-09 2024-09-26 4168 3755 413 413 200. NIKE INC -CL B 2024-09-26 17860 24422 -6562 -6562 800.718 PAYDEN EQUITY INCOME-INV 2023-02-09 2024-01-03 13108 12876 232 232 400. PAYDEN EQUITY INCOME-INV 2023-02-09 2024-03-06 7004 6432 572 572 300.718 PAYDEN EQUITY INCOME-INV 2023-12-22 2024-07-09 5416 4953 463 463 20999.282 PAYDEN EQUITY INCOME-INV 2024-07-09 378197 326630 51567 51567 50. PEPSICO INC 2023-02-09 2024-05-09 8886 8704 182 182 300. PIMCO HIGH YLD SPCTRM-INST 2023-02-09 2024-01-03 2679 2613 66 66 100. PIMCO HIGH YLD SPCTRM-INST 2023-02-09 2024-05-09 900 871 29 29 100. PIMCO HIGH YLD SPCTRM-INST 2023-02-09 2024-08-07 909 871 38 38 300. PIMCO HIGH YLD SPCTRM-INST 2023-02-09 2024-12-19 2757 2613 144 144 700. PIONEER FLOATING RATE-Y 2023-03-09 2024-12-19 4326 4284 42 42 30. PROCTER & GAMBLE CO/THE 2023-10-27 2024-01-29 4666 4430 236 236 50. PROCTER & GAMBLE CO/THE 2023-10-27 2024-05-09 8296 7383 913 913 30. PROCTER & GAMBLE CO/THE 2023-10-27 2024-08-07 5116 4430 686 686 211. PROSHARES S&P 500 DIVIDEND A 2024-07-10 2024-08-07 21081 20140 941 941 50. PROSHARES S&P 500 DIVIDEND A 2024-07-10 2024-09-26 5307 4772 535 535 10. ROPER TECHNOLOGIES INC 2023-02-09 2024-01-03 5362 4326 1036 1036 5. ROPER TECHNOLOGIES INC 2023-02-09 2024-01-29 2766 2163 603 603 1000. RUSSELL GLOBAL INFRASTR-S 2023-11-20 2024-01-03 8650 8280 370 370 1500. RUSSELL GLOBAL INFRASTR-S 2023-11-20 2024-05-09 13560 12420 1140 1140 2000. RUSSELL GLOBAL INFRASTR-S 2023-11-20 2024-09-27 19680 16560 3120 3120 20. S&P GLOBAL INC 2023-02-09 2024-01-03 8628 7364 1264 1264 20. S&P GLOBAL INC 2023-02-09 2024-08-07 9718 7364 2354 2354 10. S&P GLOBAL INC 2024-05-09 2024-10-01 5142 4304 838 838 180. S&P GLOBAL INC 2024-10-01 92551 64111 28440 28440 150. SPDR GOLD SHARES 2023-02-09 2024-04-08 32472 26067 6405 6405 50. SPDR GOLD SHARES 2023-02-09 2024-08-07 11060 8689 2371 2371 100. SPDR GOLD SHARES 2023-02-09 2024-09-26 24696 17378 7318 7318 100. SPDR PORT LNG TRM CORP BND 2023-07-13 2024-01-03 2324 2323 1 1 50. SPDR PORT LNG TRM CORP BND 2023-07-13 2024-08-07 1151 1162 -11 -11 100. SPDR PORT LNG TRM CORP BND 2023-07-13 2024-12-10 2329 2323 6 6 413. SCHLUMBERGER LTD 2024-03-07 2024-04-08 22464 20967 1497 1497 800. TECHNOLOGY SELECT SECT SPDR 2023-11-08 2024-01-03 148640 140455 8185 8185 50. SEMPRA 2023-02-09 2024-01-03 3786 3874 -88 -88 605. SEMPRA 2024-03-07 42912 45892 -2980 -2980 270. SEMPRA 2024-03-07 19151 20920 -1769 -1769 875. SEMPRA 2024-03-07 62062 65792 -3730 -3730 500. STARBUCKS CORP 2024-01-11 2024-09-26 48675 46295 2380 2380 300. STONE RIDGE H/Y REIN RSK-I 2023-03-09 2024-08-07 2739 2577 162 162 300. STONE RIDGE H/Y REIN RSK-I 2023-03-09 2024-12-10 2838 2577 261 261 600. STONE RIDGE H/Y REIN RSK-I 2023-04-10 2024-12-19 5694 5124 570 570 300. TCW EMERGING MARKETS INCOME 2023-02-09 2024-01-03 1896 1872 24 24 300. TCW EMERGING MARKETS INCOME 2023-02-09 2024-12-10 2013 1872 141 141 250. TCW EMERGING MARKETS INCOME 2023-02-09 2024-12-19 1638 1560 78 78 324. TJX COMPANIES INC 2024-01-29 31056 25774 5282 5282 100. TJX COMPANIES INC 2023-03-09 2024-08-07 10932 7683 3249 3249 50. TJX COMPANIES INC 2024-09-26 5902 3844 2058 2058 100. TJX COMPANIES INC 2023-04-10 2024-12-10 12655 7753 4902 4902 50. TEXAS INSTRUMENTS INC 2024-01-03 2024-05-09 9243 8359 884 884 80. TEXAS INSTRUMENTS INC 2024-01-03 2024-09-26 16725 13374 3351 3351 10. TEXAS INSTRUMENTS INC 2024-01-03 2024-11-06 2126 1672 454 454 5. THERMO FISHER SCIENTIFIC INC 2023-02-09 2024-01-03 2659 2886 -227 -227 5. THERMO FISHER SCIENTIFIC INC 2023-02-09 2024-01-29 2782 2886 -104 -104 50. TORO CO 2023-02-09 2024-01-03 4588 5530 -942 -942 190. TORO CO 2023-06-09 2024-05-30 14791 18105 -3314 -3314 850. TORO CO 2024-05-30 66172 91034 -24862 -24862 560. TORO CO 2024-05-30 43596 50567 -6971 -6971 700. BRIGHT ROCK MID CAP GR-INST 2023-02-09 2024-01-03 15561 15190 371 371 200. BRIGHT ROCK MID CAP GR-INST 2023-03-09 2024-03-06 4892 4262 630 630 300. BRIGHT ROCK MID CAP GR-INST 2023-02-09 2024-03-06 7338 6510 828 828 300. BRIGHT ROCK MID CAP GR-INST 2023-03-09 2024-09-27 7731 6393 1338 1338 300. BRIGHT ROCK MID CAP GR-INST 2023-03-09 2024-11-06 8079 6393 1686 1686 500. BRIGHT ROCK MID CAP GR-INST 2023-03-09 2024-12-10 13650 10655 2995 2995 30. UNION PACIFIC CORP 2023-02-09 2024-01-03 7295 6161 1134 1134 10. UNION PACIFIC CORP 2023-02-09 2024-05-09 2462 2054 408 408 80000. US TREASURY N/B 2.375% 29 FEB 2024 2023-05-08 2024-02-29 80000 78444 1556 1556 80000. US TREASURY N/B 4.25% 30 SEP 2024 2023-03-09 2024-09-30 80000 78875 1125 1125 50. UNITEDHEALTH GROUP INC 2024-05-09 25225 24117 1108 1108 60. UNITEDHEALTH GROUP INC 2023-03-09 2024-08-07 34095 28442 5653 5653 300. VANGUARD S&P MID-CAP 400 VAL 2023-02-09 2024-01-03 25659 25718 -59 -59 100. VANGUARD S&P MID-CAP 400 VAL 2024-09-26 9538 8303 1235 1235 200. VANGUARD S&P MID-CAP 400 VAL 2023-03-09 2024-11-06 20183 16471 3712 3712 200. VANGUARD M/B SEC INDX-ADM 2023-03-09 2024-08-07 3714 3638 76 76 100. VANGUARD M/B SEC INDX-ADM 2023-03-09 2024-12-19 1811 1819 -8 -8 60. VEEVA SYSTEMS INC-CLASS A 2023-02-09 2024-01-29 12583 10588 1995 1995 50. VEEVA SYSTEMS INC-CLASS A 2023-02-09 2024-09-26 10452 8823 1629 1629 40. VEEVA SYSTEMS INC-CLASS A 2024-11-06 8598 6954 1644 1644 110. VEEVA SYSTEMS INC-CLASS A 2024-12-10 27190 19012 8178 8178 500. VERIZON COMMUNICATIONS INC 2023-02-09 2024-01-03 19736 20109 -373 -373 200. VERIZON COMMUNICATIONS INC 2024-01-29 8360 7892 468 468 25. VERIZON COMMUNICATIONS INC 2023-03-09 2024-09-26 1116 942 174 174 75. VISA INC-CLASS A SHARES 2023-02-09 2024-01-03 19293 17249 2044 2044 25. VISA INC-CLASS A SHARES 2023-02-09 2024-01-29 6807 5750 1057 1057 50. VISA INC-CLASS A SHARES 2023-02-09 2024-11-06 15281 11499 3782 3782 50. VISA INC-CLASS A SHARES 2023-02-09 2024-12-10 15568 11499 4069 4069 40. VISA INC-CLASS A SHARES 2024-12-19 12594 9029 3565 3565 800. VIRTUS ALPHASIM MGD FUT-I 2023-02-09 2024-03-06 7640 8112 -472 -472 1000. VIRTUS ALPHASIM MGD FUT-I 2023-02-09 2024-04-08 10020 10140 -120 -120 200. VIRTUS ALPHASIM MGD FUT-I 2023-02-09 2024-05-09 1992 2028 -36 -36 19. WEC ENERGY GROUP INC 2024-03-06 2024-05-09 1612 1540 72 72 30. WEC ENERGY GROUP INC 2024-03-06 2024-08-07 2663 2432 231 231 15. WEC ENERGY GROUP INC 2024-03-06 2024-09-26 1419 1216 203 203 15. WEC ENERGY GROUP INC 2024-03-06 2024-11-06 1437 1216 221 221 10. WEST PHARMACEUTICAL SERVICES 2023-02-09 2024-01-29 3687 2671 1016 1016 30. WEST PHARMACEUTICAL SERVICES 2023-02-09 2024-04-08 11809 8012 3797 3797 20. WEST PHARMACEUTICAL SERVICES 2023-02-09 2024-11-06 6524 5341 1183 1183 20. WEST PHARMACEUTICAL SERVICES 2023-02-09 2024-12-19 6484 5341 1143 1143 30. ACCENTURE PLC-CL A 2023-03-08 2024-01-03 10226 7932 2294 2294 40. ACCENTURE PLC-CL A 2024-01-29 14855 10620 4235 4235 30. ACCENTURE PLC-CL A 2023-03-09 2024-09-26 10682 7987 2695 2695 20. ACCENTURE PLC-CL A 2023-03-09 2024-12-10 7291 5325 1966 1966 20. ACCENTURE PLC-CL A 2023-03-09 2024-12-19 7422 5325 2097 2097 15. LINDE PLC 2023-02-09 2024-01-03 6139 5026 1113 1113 25. LINDE PLC 2023-02-09 2024-03-06 11576 8376 3200 3200 155. LINDE PLC 2024-04-25 68345 56843 11502 11502 145. LINDE PLC 2024-04-25 63936 50827 13109 13109 70. CHUBB LTD 2024-01-03 16009 14746 1263 1263 30. CHUBB LTD 2023-03-09 2024-01-29 7213 6119 1094 1094 10. CHUBB LTD 2023-03-09 2024-03-06 2500 2040 460 460 10. CHUBB LTD 2023-03-09 2024-05-09 2526 2040 486 486 45. CHUBB LTD 2024-08-07 12064 9124 2940 2940 25. CHUBB LTD 2023-04-10 2024-09-26 7247 4929 2318 2318 10. CHUBB LTD 2023-04-10 2024-12-19 2756 1972 784 784 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN DIVIDENDS P 57439 CAPITAL GAIN 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BOURESSA 188 PEREGRINE DRIVE MARSHFIELD MA 02050 CO-TRUSTEE 1 31150 L RICHARD FONTANA 49 HANCOCK STREET MARSHFIELD MA 02050 CO-TRUSTEE 1 800 EDWARD C BANGS 210 WOODLAWN CIRCLE MARSHFIELD MA 02050 CO-TRUSTEE 1 800 DONNA R ADMIRAND 514 WAREHAM ROAD PLYMOUTH MA 023603239 CO-TRUSTEE 1 800 WALTER B SULLIVAN 893 MAIN STREET HINGHAM MA 020433503 CO-TRUSTEE 1 800 ROCKLAND TRUST COMPANY 2306 WASHINGTON STREET HANOVER MA 02339 CO-TRUSTEE 1 79560 NONE 0 NONE 0 14259588 296790 0 14556378 0 0 14556378 218346 14338032 716902 716902 14782 14782 702120 0 702120 0 702120 648702 0 0 0 0 648702 702120 563387 0 0 0 0 0 0 0 648702 563387 0 0 85315 0 0 0 0 0 0 0 0 616805 0 0 0 0 0 0 0 0 KIM BOURESSA 188 PEREGRINE WHITE DRIVE MARSHFIELD MA 05050 7812545461 SEE ATTACHMENT N/A SEE ATTACHMENT Hunter Coppenrath 2036 WASHINGTON STREET Hanover MA 02339 NONE INDIVIDUAL PURCHASES AND SERVICES FOR 3500 Nathan Dente 2036 WASHINGTON STREET Hanover MA 02339 NONE INDIVIDUAL PURCHASES AND SERVICES FOR 5000 Aiden Coveney 2036 WASHINGTON STREET Hanover MA 02339 NONE INDIVIDUAL PURCHASES AND SERVICES FOR 6500 Anthony Hopkins 2036 WASHINGTON STREET Hanover MA 02339 NONE INDIVIDUAL PURCHASES AND SERVICES FOR 3500 Ellie Niland and James Niland 9 LIBERTY ROAD Marshfield MA 02050 NONE INDIVIDUAL PURCHASES AND SERVICES FOR 35000 Emily Byrne 15 PARISH PATHE Marshfield MA 02050 NONE INDIVIDUAL PURCHASES AND SERVICES FOR 6475 Gavin Serra 123 GENEVIEVE LANE Marshfield MA 02050 NONE INDIVIDUAL PURCHASES AND SERVICES FOR 5000 Jack O'Malley 67 PETERSONS PATH Marshfield MA 02050 NONE INDIVIDUAL PURCHASES AND SERVICES FOR 12500 Levi Feinstein 140R HERRING POND ROAD Plymouth MA 02360 NONE INDIVIDUAL PURCHASES AND SERVICES FOR 4048 ADNAN ADDA 319 LINCOLN ST HINGHAM MA 02043 PURCHASES AND SERVICES FOR 5190 ALINA AND MIA STEBER 306 WOODLAND ROAD HANOVER MA 02339 PURCHASES AND SERVICES FOR 6500 BROCKTON THER DAY SCHOOL 100 S MAIN ST MIDDLEBORO MA 02346 PURCHASES AND SERVICES FOR 2669 ZACH DRISCOLL 65 BAYBERRY CIRCLE BRIDGEWATER MA 02324 PURCHASES AND SERVICES FOR 36500 ELLIOT HOLMES 264 LONG POND ROAD PLYMOUTH MA 02360 PURCHASES AND SERVICES FOR 16000 EMMA GRACE DONOVAN 15 BLUE HERON DRIVE PLYMOUTH MA 02360 PURCHASES AND SERVICES FOR 8830 DINAH FERRIL 24 AGAWAM LAKE SHORE DRIVE WAREHAM MA 02571 PURCHASES AND SERVICES FOR 35000 FERRY HILL DAY CAMP 76 FERRY HILL ROAD MARSHFIELD MA 02050 PURCHASES AND SERVICES FOR 5000 FIONA HOLLERAN 32 CRESCENT STREET BRIDGEWATER MA 02324 PURCHASES AND SERVICES FOR 10000 JACLYN TZENA PETERSON 97 CRESCENT STREET HANSON MA 02050 PURCHASES AND SERVICES FOR 5000 JOHN KELLEHER 85 RED BRICK FARM ROAD MARSHFIELD MA 02050 PURCHASES AND SERVICES FOR 10000 JULIA GRACE CULLEN 11 BEVERLY WAY PEMBROKE MA 02359 PURCHASES AND SERVICES FOR 13550 KEEGAN HAY 60 MUSKET ROAD PLYMOUTH MA 02360 PURCHASES AND SERVICES FOR 4021 AIDEN KELLY 22 DRUM DRIVE PLYMOUTH MA 02360 PURCHASES AND SERVICES FOR 6043 ALLISEA KIERSTEAD 123 BATTLES STREET BROCKTON MA 02301 PURCHASES AND SERVICES FOR 3120 OWEN KURAS 117 BRENTWOOD CIRCLE PLYMOUTH MA 02360 PURCHASES AND SERVICES FOR 2840 ACHYLLES LAWSON PO BOX 1303 360 ONSET AVE ONSET MA 02558 PURCHASES AND SERVICES FOR 35000 LEONARDO ANDERSON 30 SPRING STREET ROCKLAND MA 02370 PURCHASES AND SERVICES FOR 1800 SHAWN LESLIE 123 BATTLES STREET APT 3 BROCKTON MA 02301 PURCHASES AND SERVICES FOR 3120 WILLOW MCNAMARA 70 BAY ST HULL MA 02045 PURCHASES AND SERVICES FOR 11415 DONNA MEDD 32 FULLERTON AVE WHITMAN MA 02382 PURCHASES AND SERVICES FOR 6400 ANNA MURPHY 8 LAURINDA LANE PLYMOUTH MA 02360 PURCHASES AND SERVICES FOR 12235 MYLO MAGGS 13 HIGH PINE DRIVE PLYMOUTH MA 02360 PURCHASES AND SERVICES FOR 11000 DECLAN NAGLE 369 FRANKLIN STREET DUXBURY MA 02332 PURCHASES AND SERVICES FOR 10000 EBEN PARETCHAN 14 HIGHLAND AVE WHITMAN MA 02382 PURCHASES AND SERVICES FOR 2700 SOPHIA PESTANA 31 WORCESTER STREET BRIDGEWATER MA 02324 PURCHASES AND SERVICES FOR 35458 PLYMOUTH COUNTY FAMILY SUPPORT 118 LONG POND ROAD PLYMOUTH MA 02360 PURCHASES AND SERVICES FOR 3500 MAXWELL SMITH 76 UPLAND ROAD MARSHFIELD MA 02050 PURCHASES AND SERVICES FOR 14484 ANDREW STELLA 31 MYRTLE STREET HANOVER MA 02339 PURCHASES AND SERVICES FOR 6760 NEYDEN TAVARES 34 MARKET STREET BROCKTON MA 02301 PURCHASES AND SERVICES FOR 7000 CHRISTIAN THOMPSON 20 FOREST STREET CARVER MA 02330 PURCHASES AND SERVICES FOR 10586 LEAH TOMASELLO 37 BOXBERRY LANE ROCKLAND MA 02370 PURCHASES AND SERVICES FOR 27856 TOWN OF MARSHFIELD 256 FOREST STREET MARSHFIELD MA 02050 PURCHASES AND SERVICES FOR 2000 JAZLYN WEST PO BOX 9120 CHELSEA MA 02150 PURCHASES AND SERVICES FOR 3936 AUGUSTE DIVANLEC 89 EAST GROVE ST MIDDLEBOROUGH MA 02346 PURCHASES AND SERVICES FOR 10000 RAYSSA COSTA 22 SAW MILL LANE ROCKLAND MA 02370 PURCHASES AND SERVICES FOR 35000 LOGAN MANN 48 LAKE DRIVE PLYMOUTH MA 02360 PURCHASES AND SERVICES FOR 2601 JAMARI SEME 202 FOREST AVE BROCKTON MA 02301 PURCHASES AND SERVICES FOR 1000 WILLIAM WHITE 5 DOGWOOD LANE MARSHFIELD MA 02050 PURCHASES AND SERVICES FOR 4000 BRIAN MALNATI 20 SUMMER STREET ROCKLAND MA 02370 PURCHASES AND SERVICES FOR 2470 BOYS AND GIRLS CLUB OF MARSHFIELD 37 PROPRIETORS DRIVE MARSHFIELD MA 02050 NONE PUBLIC CHARITY PURCHASES AND SERVICES FOR 75000 587107 14 360113 18 764062 1124175 1124175 false false false false false false false false false false SEE ATTACHED SEE ATTACHED PROVIDENCE RI 02908 MA SEE ATTACHED 13092587 14410918 LEGAL FEES - PRINCIPAL (ALLOCA 4234 2024 INCOME POSTED IN 2025 2656 PY ADJUSTMENT 519 OTHER NON-ALLOCABLE EXPENSE - 4640 0 4640 2023 INCOME POSTED IN 2024 3221 RETURNED CHECK 4533 OTHER TAXES (NOT SUBJECT TO $1 37105 0 0 FOREIGN TAXES ON QUALIFIED FOR 1936 0 0 FOREIGN TAXES ON NONQUALIFIED 1038 0 0