2022-09-29T13:00:42-05:00 2021-12-31 941687665 BANK OF AMERICA PO BOX 653067 DALLAS TX 752653067 990PF 2021-01-01 046118587 CHARLES B & LOUIS R PERINI FAMILY PERI 8888663275 PO BOX 653067 DALLAS TX 752653067 TIM PERINI TRUSTEE 8888663275 2022-05-10 true KAREN J KISER P00146417 8888663275 2022-05-10 2021 2022-09-23 18:48:47Z X 1952295 X 33629 33629 98152 272736 98152 0 131781 131781 17911 10747 7165 0 0 0 0 0 0 1250 750 0 500 0 0 3401 918 0 0 0 0 0 0 0 35 35 22597 12415 0 7700 68730 68730 91327 12415 0 76430 40454 119366 0 88769 65711 65711 0 0 0 1419649 1483098 1886584 0 1508418 1548809 1952295 0 X 1508418 1548809 1508418 1548809 1508418 1548809 1508418 40454 0 1548872 63 1548809 96. VANGUARD FTSE DEVELOPED MARKETS ETF 2017-03-27 2021-01-29 4495 3771 724 724 21. VANGUARD TOTAL INTERNATL BOND ETF 2019-01-31 2021-01-29 1222 1152 70 70 227. VANGUARD TOTAL INTERNATL BOND ETF 2019-01-31 2021-01-29 13199 12452 747 747 62. VANGUARD 500 INDEX FUND SHS ETF 2016-07-06 2021-01-29 21129 11916 9213 9213 46. VANGUARD MID-CAP ETF 2020-01-21 2021-01-29 9455 8417 1038 1038 606.015 JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 2018-10-08 2021-09-17 17326 19875 -2549 -2549 67. VANGUARD 500 INDEX FUND SHS ETF 2016-07-06 2021-09-17 27365 12877 14488 14488 95. VANGUARD MID-CAP ETF 2020-01-21 2021-09-17 23206 17382 5824 5824 573.306 JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 2018-10-08 2021-11-30 17211 18802 -1591 -1591 91. VANGUARD 500 INDEX FUND SHS ETF 2016-07-06 2021-11-30 38272 17490 20782 20782 33. ISHARES CORE TOT U S BD MKT ETF 2017-03-27 2021-12-08 3767 3583 184 184 72. ISHARES S&P SMALLCAP 600 INDEX FUND 2018-10-08 2021-12-08 8290 5995 2295 2295 2. ISH USD HIGH YIELD CORPORATE BOND ETF SH 2020-01-21 2021-12-08 82 83 -1 -1 15. ISH USD HIGH YIELD CORPORATE BOND ETF SH 2020-01-21 2021-12-08 616 621 -5 -5 176.428 JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 2018-10-08 2021-12-08 5494 5786 -292 -292 559.889 METRO WEST T/R BD CL I 2018-10-08 2021-12-08 6103 5716 387 387 23. SPDR BLOOMBERG 1-3 MNTH T BILL ETF 2020-03-23 2021-12-08 2103 2108 -5 -5 2. SPDR BLOOMBERG 1-3 MNTH T BILL ETF 2020-03-23 2021-12-08 183 183 217. VANGUARD FTSE DEVELOPED MARKETS ETF 2017-03-27 2021-12-08 11166 8524 2642 2642 12. VANGUARD TOTAL INTERNATL BOND ETF 2019-01-31 2021-12-08 686 658 28 28 34. VANGUARD FTSE EMERGING MARKETS ETF 2017-03-02 2021-12-08 1714 1202 512 512 50. VANGUARD FTSE EMERGING MARKETS ETF 2018-09-13 2021-12-08 2520 1716 804 804 28. VANGUARD 500 INDEX FUND SHS ETF 2016-07-06 2021-12-08 12072 5382 6690 6690 52. VANGUARD MID-CAP ETF 2020-01-21 2021-12-08 13212 9514 3698 3698 CAPITAL GAIN DIVIDENDS P 32464 CAPITAL GAIN DIVIDENDS P 32464 CAPITAL GAIN DIVIDENDS P 32464 CAPITAL GAIN DIVIDENDS P 32464 CAPITAL GAIN DIVIDENDS P 32464 CAPITAL GAIN DIVIDENDS P 32464 CAPITAL GAIN DIVIDENDS P 32464 CAPITAL GAIN DIVIDENDS P 32464 CAPITAL GAIN DIVIDENDS P 32464 CAPITAL GAIN DIVIDENDS P 32464 CAPITAL GAIN DIVIDENDS P 32464 CAPITAL GAIN DIVIDENDS P 32464 CAPITAL GAIN DIVIDENDS P 32464 CAPITAL GAIN DIVIDENDS P 32464 CAPITAL GAIN DIVIDENDS P 32464 CAPITAL GAIN DIVIDENDS P 32464 CAPITAL GAIN DIVIDENDS P 32464 CAPITAL GAIN DIVIDENDS P 32464 CAPITAL GAIN DIVIDENDS P 32464 CAPITAL GAIN DIVIDENDS P 32464 CAPITAL GAIN DIVIDENDS P 32464 CAPITAL GAIN DIVIDENDS P 32464 CAPITAL GAIN DIVIDENDS P 32464 CAPITAL GAIN DIVIDENDS P 32464 98152 1659 0 1659 0 1659 1540 0 119 1659 0 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 17911 AUDREA URIBE 5 WAVERLY PL METAIRIE LA 70003 DIRECTOR 1 0 NONE 0 NONE 0 N/A N/A 1879538 29754 0 1909292 0 0 1909292 28639 1880653 94033 94033 1659 1659 92374 0 92374 0 92374 76430 0 0 0 0 76430 92374 68726 0 0 0 0 0 0 0 76430 68726 0 0 7704 0 0 0 0 0 0 0 0 84670 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 SEE ATTACHED LIST OF CHARITIES PO BOX 1802 PROVIDENCE RI 02903 N/A PC UNRESTRICTED GENERAL 68730 68730 14 33629 18 98152 131781 131781 false false false false false false false false false false TAX PREPARATION FEE - BOA 1250 750 500 921943858 VANGUARD FTSE DEVELO 256991 311977 922042858 VANGUARD FTSE EMERGI 109987 115390 592905509 METROPOLITAN WEST TO 169505 171177 464287226 ISHARES CORE U.S. AG 103617 104497 922908363 VANGUARD 500 INDEX F 193678 355368 464287804 ISHARES CORE S&P SMA 155588 231883 92203J407 VANGUARD TOTAL INTER 18790 18423 46435U853 ISH USD HIGH YIELD C 19390 19359 78468R663 SPDR BLOOMBERG 1-3 M 66965 66835 922908629 VANGUARD MID-CAP ETF 257554 368397 48129C603 JP MORGAN U.S. LARGE 131033 123278 TYE INCOME ADJUSTMENT 63 STATE FILING FEE 35 0 35 EXCISE TAX - PRIOR YEAR 943 0 0 EXCISE TAX ESTIMATES 1540 0 0 FOREIGN TAXES ON QUALIFIED FOR 632 632 0 FOREIGN TAXES ON NONQUALIFIED 286 286 0