2025-07-15T11:49:21-05:00 2024-12-31 043191784 MP PC ONE MONARCH PLACE SPRINGFIELD MA 01144 990PF 2024-01-01 466419865 THE HEARTHSTONE FOUNDATION HEAR 6178322925 220 NEHOIDEN STREET NEEDHAM MA 02492 SCOTT R JONES TRUSTEE 6178322925 2025-07-09 1 1 PHILLIP GIGUERE P01383395 4137391800 2024 2025-03-06 01:10:19Z X 2634871 X X 4348 4348 27346 27346 26295 244020 26295 57989 57989 0 0 0 2066 1033 1033 302 302 0 23438 23438 0 25806 24773 1033 111000 111000 136806 24773 112033 -78817 33216 137768 28552 28552 1108923 1139212 2606319 1246691 1167764 2634871 0 0 X 0 0 0 0 1246691 1167764 1246691 1167764 1246691 1167764 1246691 -78817 0 1167874 110 1167764 GOLDMAN SACHS #563-3 P 2022-01-01 2024-07-01 163843 142545 21298 21298 GOLDMAN SACHS #563-3 P 2024-01-01 2024-07-01 80177 75180 4997 4997 26295 462 0 462 0 462 0 0 1000 0 1000 0 538 538 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A SCOTT R JONES 6178322925 220 NEHOIDEN STREET NEEDHAM MA 024921948 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCOTT R JONES 220 NEHOIDEN STREET NEEDHAM MA 024921948 TRUSTEE 5.00 0 0 0 BARBARA B JONES 220 NEHOIDEN STREET NEEDHAM MA 024921948 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 0 2431457 88335 0 2519792 0 0 2519792 37797 2481995 124100 124100 462 462 123638 0 123638 0 123638 112033 0 112033 123638 0 0 592 5257 2556 8191 16596 112033 0 0 0 112033 0 11605 11605 4991 0 0 0 0 0 0 0 4991 4991 SCOTT R JONES X BOSTON BULL PEN PROJECT PO BOX 920512 NEEDHAM MA 02492 PC SUPPORTS THOSE IN NEED 20000 CHRIST CHURCH 1132 HIGHLAND AVENUE NEEDHAM MA 02492 PC PRESBYTERIAN CHURCH WORK 8000 CROPWELL FRIENDS 810 S CROPWELL ROAD MARLTON NJ 08053 PC QUAKER PROGRAMS 5000 DANA FARBER MARATHON CHALLENGE 10 BROOKLINE PLACE WEST 6TH FLOOR BROOKLINE MA 02445 PC GIFT 500 DETROIT GOODFELLOWS PO BOX 44444 DETROIT MI 48105 PC SUPPORT OF DETROIT AREA FAMILIES IN NEED 500 DUKE UNIVERSITY 324 BLACKWELL STREET SUITE 850 DURHAM NC 27701 PC SUPPORT OF FOREST ECON STUDIES 25000 ELIZABETHTOWN COLLEGE ONE ALPHA DRIVE ELIZABETHTOWN PA 17023 PC ANNUAL FUND 25000 KIMBALL UNION ACADEMY 7 CAMPUS CENTER DRIVE MERIDEN NH 03770 PC GIFT FUND: MACY PIERSIAK SCHOLARSHIP 8000 LUMBERTON FIRE DEPARTMENT 34 MUNICIPAL DRIVE LUMBERTON NJ 08048 PC FIRE DEPARTMENT SUPPORT 500 MEDFORD LEAS FUND ONE MEDFORD LEAS WAY MEDFORD NJ 08055 PC SENIOR LIVING 1000 MEDFORD MONTHLY MEETING 14 UNION STREET MEDFORD NJ 08055 PC HISTORICAL SUPPORT 1000 WELLESLEY FRIENDS 26 BENVENUE STREET WELLESLEY MA 02482 PC QUAKER PROGRAMS 8000 WELLESLY MEETING 26 BENVENUE STREET WELLESLEY MA 02482 PC QUAKER PROGRAMS 7000 WESTPORT HISTORICAL SOCIETY 25 DRIFT ROAD WESTPORT MA 02790 PC HISTORICAL SUPPORT 1000 WILEY NETWORK 1920 CENTRE STREET SUITE 1 WEST ROXBURY MA 02132 PC HELPING STUDENTS WITH NEEDS GRADUATE 500 111000 0 14 4348 14 27346 18 26295 0 57989 0 57989 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2066 1033 1033 S&P 500 ETF TRUST 119510 322249 RUSSELL 1000 GROWTH INDEX FUND 150403 845326 RUSSELL 1000 VALUE INDEX FUND 288660 628146 MSCI US SMALL CAP INDEX FUND 69886 198471 MSCI EAFE 100% HEDGED TO USD INDEX FUND 69392 81524 MSCI EAFE INDEX FUND 66361 74627 THE BANK OF NOVA SCOTIA STRUCTURED NOTE 25000 32253 JPMORGAN CHASE & CO. STRUCTURED NOTE 30000 30900 TORONTO DOMINION BANK LINKED TO BASKET OF INDICES 190000 251674 MORGAN STANLEY FINANCE LLC LINKED TO BASKET 20000 23492 SOCIETE GENERALE LINKED TO S&P 500 INDEX 80000 86232 BNP PARIBAS LINKED TO S&P 500 INDEX 30000 31425 BOOK/TAX TIMING DIFFERENCES 110 BANK MANAGEMENT FEES 23438 23438 0 FOREIGN TAXES 302 302 0