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          <GrossSalesPriceAmt>648</GrossSalesPriceAmt>
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          <AcquiredDt>2018-11-29</AcquiredDt>
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          <PropertyDesc>ISHARES TRUST-ISHARES CURRENCY HEDGED MSCI EAFE ETF AVG.PRICE IN ACCORD WITH</PropertyDesc>
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          <PropertyDesc>VANGUARD INDEX FUNDS - VANGUAR VANGUARD SMALL-CAP ETF AVG.PRICE IN ACCORD WI</PropertyDesc>
          <AcquiredDt>2013-04-01</AcquiredDt>
          <SoldDt>2020-09-28</SoldDt>
          <GrossSalesPriceAmt>50702</GrossSalesPriceAmt>
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          <PropertyDesc>JPMORGAN CHASE &amp; CO. LINKED TO BASKET OF INDICES UPSIDE LEVERED CAPPED W BUF</PropertyDesc>
          <AcquiredDt>2019-03-06</AcquiredDt>
          <SoldDt>2020-12-09</SoldDt>
          <GrossSalesPriceAmt>216339</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>199000</CostOrOtherBasisAmt>
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          <PropertyDesc>GS HIGH YIELD FLOATING RATE FUND DE DISCRETION EXERCISED</PropertyDesc>
          <AcquiredDt>2020-02-28</AcquiredDt>
          <SoldDt>2020-03-17</SoldDt>
          <GrossSalesPriceAmt>521</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>593</CostOrOtherBasisAmt>
          <GainOrLossAmt>-72</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-72</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>GS HIGH YIELD FLOATING RATE FUND DE DISCRETION EXERCISED</PropertyDesc>
          <AcquiredDt>2019-11-29</AcquiredDt>
          <SoldDt>2020-03-17</SoldDt>
          <GrossSalesPriceAmt>553</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>635</CostOrOtherBasisAmt>
          <GainOrLossAmt>-82</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-82</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>GS HIGH YIELD FLOATING RATE FUND DE DISCRETION EXERCISED</PropertyDesc>
          <AcquiredDt>2019-12-31</AcquiredDt>
          <SoldDt>2020-03-17</SoldDt>
          <GrossSalesPriceAmt>557</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>648</CostOrOtherBasisAmt>
          <GainOrLossAmt>-91</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-91</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>GS HIGH YIELD FLOATING RATE FUND DE DISCRETION EXERCISED</PropertyDesc>
          <AcquiredDt>2019-09-30</AcquiredDt>
          <SoldDt>2020-03-17</SoldDt>
          <GrossSalesPriceAmt>563</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>649</CostOrOtherBasisAmt>
          <GainOrLossAmt>-86</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-86</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>GS HIGH YIELD FLOATING RATE FUND DE DISCRETION EXERCISED</PropertyDesc>
          <AcquiredDt>2020-01-31</AcquiredDt>
          <SoldDt>2020-03-17</SoldDt>
          <GrossSalesPriceAmt>569</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>662</CostOrOtherBasisAmt>
          <GainOrLossAmt>-93</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-93</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>GS HIGH YIELD FLOATING RATE FUND DE DISCRETION EXERCISED</PropertyDesc>
          <AcquiredDt>2019-04-30</AcquiredDt>
          <SoldDt>2020-03-17</SoldDt>
          <GrossSalesPriceAmt>576</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>673</CostOrOtherBasisAmt>
          <GainOrLossAmt>-97</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-97</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>GS HIGH YIELD FLOATING RATE FUND DE DISCRETION EXERCISED</PropertyDesc>
          <AcquiredDt>2019-06-28</AcquiredDt>
          <SoldDt>2020-03-17</SoldDt>
          <GrossSalesPriceAmt>589</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>681</CostOrOtherBasisAmt>
          <GainOrLossAmt>-92</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-92</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>GS HIGH YIELD FLOATING RATE FUND DE DISCRETION EXERCISED</PropertyDesc>
          <AcquiredDt>2019-10-31</AcquiredDt>
          <SoldDt>2020-03-17</SoldDt>
          <GrossSalesPriceAmt>591</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>674</CostOrOtherBasisAmt>
          <GainOrLossAmt>-83</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-83</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>GS HIGH YIELD FLOATING RATE FUND DE DISCRETION EXERCISED</PropertyDesc>
          <AcquiredDt>2019-07-31</AcquiredDt>
          <SoldDt>2020-03-17</SoldDt>
          <GrossSalesPriceAmt>599</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>695</CostOrOtherBasisAmt>
          <GainOrLossAmt>-96</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-96</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>GS HIGH YIELD FLOATING RATE FUND DE DISCRETION EXERCISED</PropertyDesc>
          <AcquiredDt>2019-08-30</AcquiredDt>
          <SoldDt>2020-03-17</SoldDt>
          <GrossSalesPriceAmt>604</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>695</CostOrOtherBasisAmt>
          <GainOrLossAmt>-91</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-91</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>GS HIGH YIELD FLOATING RATE FUND DE DISCRETION EXERCISED</PropertyDesc>
          <AcquiredDt>2019-05-31</AcquiredDt>
          <SoldDt>2020-03-17</SoldDt>
          <GrossSalesPriceAmt>611</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>708</CostOrOtherBasisAmt>
          <GainOrLossAmt>-97</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-97</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>GS HIGH YIELD FLOATING RATE FUND DE DISCRETION EXERCISED</PropertyDesc>
          <AcquiredDt>2019-03-29</AcquiredDt>
          <SoldDt>2020-03-17</SoldDt>
          <GrossSalesPriceAmt>616</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>709</CostOrOtherBasisAmt>
          <GainOrLossAmt>-93</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-93</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>GS MLP ENERGY INFRASTRUCTURE FUND DE DISCRETION EXERCISED</PropertyDesc>
          <AcquiredDt>2020-02-27</AcquiredDt>
          <SoldDt>2020-04-17</SoldDt>
          <GrossSalesPriceAmt>521</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>772</CostOrOtherBasisAmt>
          <GainOrLossAmt>-251</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-251</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>GS MLP ENERGY INFRASTRUCTURE FUND DE DISCRETION EXERCISED</PropertyDesc>
          <AcquiredDt>2019-05-30</AcquiredDt>
          <SoldDt>2020-04-17</SoldDt>
          <GrossSalesPriceAmt>711</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1410</CostOrOtherBasisAmt>
          <GainOrLossAmt>-699</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-699</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>GS MLP ENERGY INFRASTRUCTURE FUND DE DISCRETION EXERCISED</PropertyDesc>
          <AcquiredDt>2019-08-29</AcquiredDt>
          <SoldDt>2020-04-17</SoldDt>
          <GrossSalesPriceAmt>759</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1441</CostOrOtherBasisAmt>
          <GainOrLossAmt>-682</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-682</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>GS MLP ENERGY INFRASTRUCTURE FUND DE DISCRETION EXERCISED</PropertyDesc>
          <AcquiredDt>2019-11-27</AcquiredDt>
          <SoldDt>2020-04-17</SoldDt>
          <GrossSalesPriceAmt>908</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1559</CostOrOtherBasisAmt>
          <GainOrLossAmt>-651</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-651</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapitalGainNetIncomeAmt>-52602</CapitalGainNetIncomeAmt>
      </CapGainsLossTxInvstIncmDetail>
      <ExciseTaxBasedOnInvstIncmGrp>
        <InvestmentIncomeExciseTaxAmt>65</InvestmentIncomeExciseTaxAmt>
        <TaxUnderSection511Amt>0</TaxUnderSection511Amt>
        <SubtotalAmt>65</SubtotalAmt>
        <SubtitleATaxAmt>0</SubtitleATaxAmt>
        <TaxBasedOnInvestmentIncomeAmt>65</TaxBasedOnInvestmentIncomeAmt>
        <EstimatedPlusOvpmtIncmTxAmt>1684</EstimatedPlusOvpmtIncmTxAmt>
        <ExemptFrgnOrgTaxWthldAtSrceAmt>0</ExemptFrgnOrgTaxWthldAtSrceAmt>
        <ExtsnRequestIncomeTaxPaidAmt>0</ExtsnRequestIncomeTaxPaidAmt>
        <BackupWithholdingWithheldAmt>0</BackupWithholdingWithheldAmt>
        <TotalPaymentsAndCreditsAmt>1684</TotalPaymentsAndCreditsAmt>
        <EsPenaltyAmt>0</EsPenaltyAmt>
        <OverpaymentAmt>1619</OverpaymentAmt>
        <AppliedToESTaxAmt>1619</AppliedToESTaxAmt>
        <RefundAmt>0</RefundAmt>
      </ExciseTaxBasedOnInvstIncmGrp>
      <StatementsRegardingActyGrp>
        <LegislativePoliticalActyInd>0</LegislativePoliticalActyInd>
        <MoreThan100SpentInd>0</MoreThan100SpentInd>
        <Form1120POLFiledInd>0</Form1120POLFiledInd>
        <Section4955OrganizationTaxAmt>0</Section4955OrganizationTaxAmt>
        <Section4955ManagersTaxAmt>0</Section4955ManagersTaxAmt>
        <TaxReimbursedAmt>0</TaxReimbursedAmt>
        <ActivitiesNotPreviouslyRptInd>0</ActivitiesNotPreviouslyRptInd>
        <ChangesToArticlesOrBylawsInd>0</ChangesToArticlesOrBylawsInd>
        <UnrelatedBusIncmOverLimitInd>0</UnrelatedBusIncmOverLimitInd>
        <OrganizationDissolvedEtcInd>0</OrganizationDissolvedEtcInd>
        <Section508eRqrSatisfiedInd>1</Section508eRqrSatisfiedInd>
        <AtLeast5000InAssetsInd>1</AtLeast5000InAssetsInd>
        <OrgReportOrRegisterStateCd>MA</OrgReportOrRegisterStateCd>
        <Form990PFFiledWithAttyGenInd>1</Form990PFFiledWithAttyGenInd>
        <PrivateOperatingFoundationInd>0</PrivateOperatingFoundationInd>
        <NewSubstantialContributorsInd>0</NewSubstantialContributorsInd>
        <OwnControlledEntityInd>0</OwnControlledEntityInd>
        <DonorAdvisedFundInd>0</DonorAdvisedFundInd>
        <ComplyWithPublicInspRqrInd>1</ComplyWithPublicInspRqrInd>
        <WebsiteAddressTxt>N/A</WebsiteAddressTxt>
        <IndividualWithBooksNm>SCOTT R JONES</IndividualWithBooksNm>
        <PhoneNum>6178322925</PhoneNum>
        <LocationOfBooksUSAddress>
          <AddressLine1Txt>220 NEHOIDEN STREET</AddressLine1Txt>
          <CityNm>NEEDHAM</CityNm>
          <StateAbbreviationCd>MA</StateAbbreviationCd>
          <ZIPCd>024921948</ZIPCd>
        </LocationOfBooksUSAddress>
        <ForeignAccountsQuestionInd>0</ForeignAccountsQuestionInd>
      </StatementsRegardingActyGrp>
      <StatementsRegardingActy4720Grp>
        <SaleOrExchDisqualifiedPrsnInd>0</SaleOrExchDisqualifiedPrsnInd>
        <BrrwOrLendDisqualifiedPrsnInd>0</BrrwOrLendDisqualifiedPrsnInd>
        <FurnGoodsDisqualifiedPrsnInd>0</FurnGoodsDisqualifiedPrsnInd>
        <PayCompDisqualifiedPrsnInd>0</PayCompDisqualifiedPrsnInd>
        <TransferAstDisqualifiedPrsnInd>0</TransferAstDisqualifiedPrsnInd>
        <PaymentToGovernmentOfficialInd>0</PaymentToGovernmentOfficialInd>
        <UncorrectedPriorActsInd>0</UncorrectedPriorActsInd>
        <UndistributedIncomePYInd>0</UndistributedIncomePYInd>
        <BusinessHoldingsInd>0</BusinessHoldingsInd>
        <JeopardyInvestmentsInd>0</JeopardyInvestmentsInd>
        <UncorrectedPYJeopardyInvstInd>0</UncorrectedPYJeopardyInvstInd>
        <InfluenceLegislationInd>0</InfluenceLegislationInd>
        <InfluenceElectionInd>0</InfluenceElectionInd>
        <GrantsToIndividualsInd>0</GrantsToIndividualsInd>
        <GrantsToOrganizationsInd>0</GrantsToOrganizationsInd>
        <NoncharitablePurposeInd>0</NoncharitablePurposeInd>
        <RcvFndsToPayPrsnlBnftCntrctInd>0</RcvFndsToPayPrsnlBnftCntrctInd>
        <PayPremiumsPrsnlBnftCntrctInd>0</PayPremiumsPrsnlBnftCntrctInd>
        <ProhibitedTaxShelterTransInd>0</ProhibitedTaxShelterTransInd>
        <SubjToTaxRmnrtnExPrchtPymtInd>0</SubjToTaxRmnrtnExPrchtPymtInd>
      </StatementsRegardingActy4720Grp>
      <OfficerDirTrstKeyEmplInfoGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>SCOTT R JONES</PersonNm>
          <USAddress>
            <AddressLine1Txt>220 NEHOIDEN STREET</AddressLine1Txt>
            <CityNm>NEEDHAM</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>024921948</ZIPCd>
          </USAddress>
          <TitleTxt>TRUSTEE</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>5.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>BARBARA B JONES</PersonNm>
          <USAddress>
            <AddressLine1Txt>220 NEHOIDEN STREET</AddressLine1Txt>
            <CityNm>NEEDHAM</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>024921948</ZIPCd>
          </USAddress>
          <TitleTxt>TRUSTEE</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>5.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <CompOfHghstPdEmplOrNONETxt>NONE</CompOfHghstPdEmplOrNONETxt>
        <OtherEmployeePaidOver50kCnt>0</OtherEmployeePaidOver50kCnt>
        <CompOfHghstPdCntrctOrNONETxt>NONE</CompOfHghstPdCntrctOrNONETxt>
        <ContractorPaidOver50kCnt>0</ContractorPaidOver50kCnt>
      </OfficerDirTrstKeyEmplInfoGrp>
      <SumOfProgramRelatedInvstGrp>
        <TotalAmt>0</TotalAmt>
      </SumOfProgramRelatedInvstGrp>
      <MinimumInvestmentReturnGrp>
        <AverageMonthlyFMVOfSecAmt>1813113</AverageMonthlyFMVOfSecAmt>
        <AverageMonthlyCashBalancesAmt>130401</AverageMonthlyCashBalancesAmt>
        <FMVAllOtherNoncharitableAstAmt>0</FMVAllOtherNoncharitableAstAmt>
        <TotalFMVOfUnusedAssetsAmt>1943514</TotalFMVOfUnusedAssetsAmt>
        <ReductionClaimedAmt>0</ReductionClaimedAmt>
        <AcquisitionIndebtednessAmt>0</AcquisitionIndebtednessAmt>
        <AdjustedTotalFMVOfUnusedAstAmt>1943514</AdjustedTotalFMVOfUnusedAstAmt>
        <CashDeemedCharitableAmt>29153</CashDeemedCharitableAmt>
        <NetVlNoncharitableAssetsAmt>1914361</NetVlNoncharitableAssetsAmt>
        <MinimumInvestmentReturnAmt>95718</MinimumInvestmentReturnAmt>
      </MinimumInvestmentReturnGrp>
      <DistributableAmountGrp>
        <MinimumInvestmentReturnAmt>95718</MinimumInvestmentReturnAmt>
        <TaxBasedOnInvestmentIncomeAmt>65</TaxBasedOnInvestmentIncomeAmt>
        <TotalTaxAmt>65</TotalTaxAmt>
        <DistributableBeforeAdjAmt>95653</DistributableBeforeAdjAmt>
        <RecoveriesQualfiedDistriAmt>0</RecoveriesQualfiedDistriAmt>
        <DistributableBeforeDedAmt>95653</DistributableBeforeDedAmt>
        <DeductionFromDistributableAmt>0</DeductionFromDistributableAmt>
        <DistributableAsAdjustedAmt>95653</DistributableAsAdjustedAmt>
      </DistributableAmountGrp>
      <QualifyingDistriPartXIIGrp>
        <ExpensesAndContributionsAmt>100910</ExpensesAndContributionsAmt>
        <ProgramRelatedInvstTotalAmt>0</ProgramRelatedInvstTotalAmt>
        <QualifyingDistributionsAmt>100910</QualifyingDistributionsAmt>
        <PctSect4940eOrgNetInvstIncmAmt>0</PctSect4940eOrgNetInvstIncmAmt>
        <AdjustedQualifyingDistriAmt>100910</AdjustedQualifyingDistriAmt>
      </QualifyingDistriPartXIIGrp>
      <UndistributedIncomeGrp>
        <DistributableAsAdjustedAmt>95653</DistributableAsAdjustedAmt>
        <UndistributedIncomePYAmt>0</UndistributedIncomePYAmt>
        <TotalForPriorYearsAmt>0</TotalForPriorYearsAmt>
        <ExcessDistributionCyovYr5Amt>9301</ExcessDistributionCyovYr5Amt>
        <ExcessDistributionCyovYr4Amt>10282</ExcessDistributionCyovYr4Amt>
        <ExcessDistributionCyovYr3Amt>4089</ExcessDistributionCyovYr3Amt>
        <ExcessDistributionCyovYr2Amt>6871</ExcessDistributionCyovYr2Amt>
        <ExcessDistributionCyovYr1Amt>592</ExcessDistributionCyovYr1Amt>
        <TotalExcessDistributionCyovAmt>31135</TotalExcessDistributionCyovAmt>
        <QualifyingDistributionsAmt>100910</QualifyingDistributionsAmt>
        <AppliedToYear1Amt>0</AppliedToYear1Amt>
        <AppliedToPriorYearsAmt>0</AppliedToPriorYearsAmt>
        <TreatedAsDistriFromCorpusAmt>0</TreatedAsDistriFromCorpusAmt>
        <AppliedToCurrentYearAmt>95653</AppliedToCurrentYearAmt>
        <RemainingDistriFromCorpusAmt>5257</RemainingDistriFromCorpusAmt>
        <ExcessDistriCyovAppCYCorpusAmt>0</ExcessDistriCyovAppCYCorpusAmt>
        <ExcessDistributionCyovAppCYAmt>0</ExcessDistributionCyovAppCYAmt>
        <TotalCorpusAmt>36392</TotalCorpusAmt>
        <PriorYearUndistributedIncmAmt>0</PriorYearUndistributedIncmAmt>
        <PriorYearDeficiencyOrTaxAmt>0</PriorYearDeficiencyOrTaxAmt>
        <Taxable1Amt>0</Taxable1Amt>
        <Taxable2Amt>0</Taxable2Amt>
        <UndistributedIncomeCYAmt>0</UndistributedIncomeCYAmt>
        <CorpusDistri170b1EOr4942g3Amt>0</CorpusDistri170b1EOr4942g3Amt>
        <ExcessDistriCyovFromYr5Amt>9301</ExcessDistriCyovFromYr5Amt>
        <ExcessDistriCyovToNextYrAmt>27091</ExcessDistriCyovToNextYrAmt>
        <ExcessFromYear4Amt>10282</ExcessFromYear4Amt>
        <ExcessFromYear3Amt>4089</ExcessFromYear3Amt>
        <ExcessFromYear2Amt>6871</ExcessFromYear2Amt>
        <ExcessFromYear1Amt>592</ExcessFromYear1Amt>
        <ExcessFromCurrentYearAmt>5257</ExcessFromCurrentYearAmt>
      </UndistributedIncomeGrp>
      <SupplementaryInformationGrp>
        <ContributingManagerNm>SCOTT R JONES</ContributingManagerNm>
        <OnlyContriToPreselectedInd>X</OnlyContriToPreselectedInd>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>BABY BASICS</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>PO BOX 920507</AddressLine1Txt>
            <CityNm>NEEDHAM</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02492</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>SUPPORT OF CHILDREN IN NEED</GrantOrContributionPurposeTxt>
          <Amt>2423</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>CHILDFUND INTERNATIONAL</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>2821 EMERYWOOD PARKWAY</AddressLine1Txt>
            <CityNm>RICHMOND</CityNm>
            <StateAbbreviationCd>VA</StateAbbreviationCd>
            <ZIPCd>23294</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>SUPPORT OF CHILDREN IN NEED</GrantOrContributionPurposeTxt>
          <Amt>1000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>CHRIST CHURCH</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1132 HIGHLAND AVENUE</AddressLine1Txt>
            <CityNm>NEEDHAM</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02492</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>PRESBYTERIAN CHURCH WORK</GrantOrContributionPurposeTxt>
          <Amt>27000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>CIRCLE OF HOPE</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>PO BOX 920724 65 ROSEMARY STREET</AddressLine1Txt>
            <CityNm>NEEDHAM</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02492</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>CANCER PATIENT SUPPORT</GrantOrContributionPurposeTxt>
          <Amt>500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>CRADLES TO CRAYONS</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>155 NORTH BEACON STREET</AddressLine1Txt>
            <CityNm>BRIGHTON</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02135</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>SUPPORT OF CHILDREN IN NEED</GrantOrContributionPurposeTxt>
          <Amt>500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>DETROIT GOODFELLOWS</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>PO BOX 44444</AddressLine1Txt>
            <CityNm>DETROIT</CityNm>
            <StateAbbreviationCd>MI</StateAbbreviationCd>
            <ZIPCd>48105</ZIPCd>
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          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>SUPPORT OF DETROIT AREA FAMILIES IN NEED</GrantOrContributionPurposeTxt>
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        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>DUKE UNIVERSITY</BusinessNameLine1Txt>
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            <AddressLine1Txt>324 BLACKWELL STREET SUITE 850</AddressLine1Txt>
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            <ZIPCd>27701</ZIPCd>
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          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>SUPPORT OF FOREST ECON STUDIES</GrantOrContributionPurposeTxt>
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        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>ELIZABETHTOWN COLLEGE</BusinessNameLine1Txt>
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          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
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        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>FOREST HISTORY SOCIETY</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>701 WILLIAM VICKERS AVENUE</AddressLine1Txt>
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          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
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        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>ITALIAN HOME FOR CHILDREN</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1125 CENTRE STREET</AddressLine1Txt>
            <CityNm>JAMAICA PLAIN</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02130</ZIPCd>
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          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>SUPPORT OF HOMELESS CHILDREN</GrantOrContributionPurposeTxt>
          <Amt>100</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>LUMBERTON FIRE DEPARTMENT</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>34 MUNICIPAL DRIVE</AddressLine1Txt>
            <CityNm>LUMBERTON</CityNm>
            <StateAbbreviationCd>NJ</StateAbbreviationCd>
            <ZIPCd>08048</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>FIRE DEPARTMENT SUPPORT</GrantOrContributionPurposeTxt>
          <Amt>50</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>MAKE A WISH</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1702 EAST HIGHLAND AVENUE SUITE 400</AddressLine1Txt>
            <CityNm>PHOENIX</CityNm>
            <StateAbbreviationCd>AZ</StateAbbreviationCd>
            <ZIPCd>85012</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>SUPPORT OF CHILDREN IN NEED</GrantOrContributionPurposeTxt>
          <Amt>100</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>MEDFORD MONTHLY MEETING</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>14 UNION STREET</AddressLine1Txt>
            <CityNm>MEDFORD</CityNm>
            <StateAbbreviationCd>NJ</StateAbbreviationCd>
            <ZIPCd>08055</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>HISTORICAL SUPPORT</GrantOrContributionPurposeTxt>
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        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>NEEDHAM COMMUNITY COUNCIL</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>570 HILLSIDE AVENUE</AddressLine1Txt>
            <CityNm>NEEDHAM</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02494</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>FOOD PANTRY</GrantOrContributionPurposeTxt>
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        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>NEEDHAM HISTORY CENTER</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1147 CENTRAL AVENUE</AddressLine1Txt>
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            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02492</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>HISTORIC PRESERVATION</GrantOrContributionPurposeTxt>
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        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>PHILADELPHIA YEARLY MEETING</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1515 CHERRY STREET</AddressLine1Txt>
            <CityNm>PHILADELPHIA</CityNm>
            <StateAbbreviationCd>PA</StateAbbreviationCd>
            <ZIPCd>19102</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>QUAKER IN</GrantOrContributionPurposeTxt>
          <Amt>1000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>PINE STREET INN</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>444 HARRISON AVENUE</AddressLine1Txt>
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            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02118</ZIPCd>
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          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>SUPPORT OF HOMELESS IN NEED</GrantOrContributionPurposeTxt>
          <Amt>500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>ROSIE'S PLACE</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
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            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02118</ZIPCd>
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          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
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          <Amt>500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>SAVE THE CHILDREN</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>501 KINGS HIGHWAY EAST SUITE 400</AddressLine1Txt>
            <CityNm>FAIRFIELD</CityNm>
            <StateAbbreviationCd>CT</StateAbbreviationCd>
            <ZIPCd>06825</ZIPCd>
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          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
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        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>THE HOME FOR LITTLE WANDERERS</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>10 GUEST STREET</AddressLine1Txt>
            <CityNm>BOSTON</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02135</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
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        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>WESTPORT LAND CONSERVATION TRUST</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>PO BOX 3975</AddressLine1Txt>
            <CityNm>WESTPORT</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02790</ZIPCd>
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          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
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          <Amt>25000</Amt>
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        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>WGBH</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1 GUEST STREET</AddressLine1Txt>
            <CityNm>BOSTON</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02135</ZIPCd>
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          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
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        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>WORLD FORESTRY CENTER</BusinessNameLine1Txt>
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          <RecipientUSAddress>
            <AddressLine1Txt>4033 SOUTHWEST CANYON ROAD</AddressLine1Txt>
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            <StateAbbreviationCd>OR</StateAbbreviationCd>
            <ZIPCd>97221</ZIPCd>
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          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>EDUCATE AND INFORM ABOUT WORLD'S FORESTS</GrantOrContributionPurposeTxt>
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        <TotalGrantOrContriPdDurYrAmt>97823</TotalGrantOrContriPdDurYrAmt>
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        <GainSalesAstOthThanInvntryGrp>
          <ExclusionCd>18</ExclusionCd>
          <ExclusionAmt>-52602</ExclusionAmt>
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          <UnrelatedBusinessTaxblIncmAmt>0</UnrelatedBusinessTaxblIncmAmt>
          <ExclusionAmt>-26252</ExclusionAmt>
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      <TrnsfrTransRlnNonchrtblEOGrp>
        <TrnsfrOfCashToNonchrtblEOInd>0</TrnsfrOfCashToNonchrtblEOInd>
        <TrnsfrOtherAssetNonchrtblEOInd>0</TrnsfrOtherAssetNonchrtblEOInd>
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        <ReimbursementArrangementsInd>0</ReimbursementArrangementsInd>
        <LoansOrLoanGuaranteesInd>0</LoansOrLoanGuaranteesInd>
        <PerformanceOfServicesEtcInd>0</PerformanceOfServicesEtcInd>
        <SharingOfFacilitiesEtcInd>0</SharingOfFacilitiesEtcInd>
        <RelationshipsNonchrtblEOInd>0</RelationshipsNonchrtblEOInd>
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        <CategoryTxt>ACCOUNTING FEES</CategoryTxt>
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        <NetInvestmentIncomeAmt>3088</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>3087</DisbursementsCharitablePrpsAmt>
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        <StockNm>GS FINANCE CORP LINKED TO BASKET OF INDICES</StockNm>
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        <EOYFMVAmt>139933</EOYFMVAmt>
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      <InvestmentsCorporateStockGrp>
        <StockNm>S&amp;P 500 ETF TRUST</StockNm>
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        <EOYFMVAmt>248930</EOYFMVAmt>
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      <InvestmentsCorporateStockGrp>
        <StockNm>RUSSELL 1000 GROWTH INDEX FUND</StockNm>
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        <EOYFMVAmt>583077</EOYFMVAmt>
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      <InvestmentsCorporateStockGrp>
        <StockNm>RUSSELL 1000 VALUE INDEX FUND</StockNm>
        <EOYBookValueAmt>308107</EOYBookValueAmt>
        <EOYFMVAmt>486485</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>MSCI US SMALL CAP INDEX FUND</StockNm>
        <EOYBookValueAmt>69886</EOYBookValueAmt>
        <EOYFMVAmt>160806</EOYFMVAmt>
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      <InvestmentsCorporateStockGrp>
        <StockNm>MSCI EAFE 100% HEDGED TO USD INDEX FUND</StockNm>
        <EOYBookValueAmt>39779</EOYBookValueAmt>
        <EOYFMVAmt>43694</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>MSCI EAFE INDEX FUND</StockNm>
        <EOYBookValueAmt>96725</EOYBookValueAmt>
        <EOYFMVAmt>113015</EOYFMVAmt>
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      <InvestmentsCorporateStockGrp>
        <StockNm>MSCI EMERGING MARKETS INDEX FUND</StockNm>
        <EOYBookValueAmt>36437</EOYBookValueAmt>
        <EOYFMVAmt>42886</EOYFMVAmt>
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      <InvestmentsCorporateStockGrp>
        <StockNm>MORGAN STANLEY FINANCE LLC STRUCTURED NOTE</StockNm>
        <EOYBookValueAmt>50000</EOYBookValueAmt>
        <EOYFMVAmt>55540</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>MOGAN STANLEY FINANCE LLC STRUCTURED NOTE</StockNm>
        <EOYBookValueAmt>110000</EOYBookValueAmt>
        <EOYFMVAmt>108746</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>JPMORGAN CHASE &amp; CO. STRUCTURED NOTE</StockNm>
        <EOYBookValueAmt>110000</EOYBookValueAmt>
        <EOYFMVAmt>107855</EOYFMVAmt>
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      <TaxesDetail>
        <CategoryTxt>FEDERAL EXCISE TAX</CategoryTxt>
        <Amt>698</Amt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </TaxesDetail>
    </TaxesSchedule>
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</Return>
