2022-09-04T16:43:45-04:00 2020-11-30 472620347 NICHOLAS A PAPAKYRIKOS CPA PC 60 LEO M BIRMINGHAM PARKWAY BOSTON MA 02135 990PF 2019-12-01 208014378 DAGGETT FAMILY FOUNDATION C/O ARDEN TRUST CO DAGG 2751 CENTERVILLE RD SUITE 400 WILMINGTON DE 19808 DARLENE DEMICHELE DIRECTOR & PRESIDENT 3026578238 2022-09-04 true NICHOLAS A PAPAKYRIKOS P01206534 6174155015 2022-09-04 2019 2022-09-23 18:48:47Z X 4384766 X X 33648 33648 36829 65364 1620 70477 35268 0 0 0 0 0 0 0 0 70477 35268 216945 98355 98355 2155816 2567302 2567302 1478189 1255770 1719109 3850950 3921427 4384766 0 X 3850950 3921427 3850950 3921427 3850950 3921427 3850950 70477 3921427 3921427 1620 false 485624 4051400 0.119866 10288 4026605 0.002555 4836 4015887 0.001204 0.123625 0.041208 0 353 353 0 705 705 705 X 17 722 false false false false false false true true true false false false true N/A ARDEN TRUST CO 6174155015 2751 CENTERVILLE RD SUITE 400 2751 CENTERVILLE RD SUITE 400 WILMINGTON DE 19808 false false false false false false false false false false false false false false false false false false false false DARLENE DEMICHELE 2358 ALEXANDER PALM DR NAPLES FL 34105 DIRECTOR & P 000.00 0 0 0 ARDEN TRUST CO 2751 CENTERVILLE RD SUITE 400 WILMINGTON DE 19808 TRUSTEE 000.00 0 0 0 NONE NONE VARIOUS 1 N/A 0 0 0 0 0 0 0 0 X 0 0 X 0 0 486976 486976 486976 486976 135047 135047 X 33648 18 1620 35209 1620 68857 70477 false false false false false false false false false false UBS-5411 2020-11 PURCHASE 2020-11 1 28534 -28533 UBS-5411 2019-11 PURCHASE 2020-11 63743 1 63742 CALVERT BOND PORTFOLIO-Y COMMUNITY CAP TR QUAL INV FND DOMINI BOND FD INV SHS SPDR BLACKSTONE SENIOR LOAN ETF MKT CALVERT GREEN BOND FD CALVERT FIXED INC FD DOMINI SOCIAL IMPACT FD TIAA CREFF SOCIAL CHOICE FD UBS 1255770 1719109 CHIRON CAPITAL ALLOC FD CLASS I CITIGROUP INC PFD COMMERCE BANCORP INC NJ CRA QUALIFIED INVEST INSTITUTIONAL DOMINI INTL SOCIAL EQ FUND FIRST TRUST FT UTSTOPFIN6 GOLDMAN SACHS GRP INC PFD GUGGENHEIM DEFINED PORTFOLIOS ISHARES MSCI KLD 400 SOCIAL IND FD NEUBERGER BERMAN SOC RESP-IS PARNASSUS EQUITY INC-INV WHV SKYBRIDGE DIVIDEND VAL AB SUSTAINABLE GLOBAL THEMATIC ALLIANZ GLOBAL AMERICAN CENTURY SUST EQ CALVERT US LG CAP VALUE DOMINI IMPACT INTL EQUITY ISHARES TRUST NORTHERN GLOBAL UBS INT'L SUST. EQUITY UBS 2567302 2567302 EXPENSES PENALTIES