2020-05-22T10:53:40-05:00 2019-12-31 900751149 THE COLONY GROUP 201 WASHINGTON ST 11TH FLOOR BOSTON MA 02108 990PF 2019-01-01 046896202 JOHN AND JUDITH NELSON FAMILY FOUNDATION JOHN 6177238200 CO COLONY GROUP 201 WASHINGTON ST BOSTON MA 02108 JOHN R NELSON TRUSTEE 6177238200 2020-05-18 1 CHERYL L STELLJES P00472152 6177238200 2020-05-18 2019 2022-09-23 18:48:47Z X X 249299 X 101943 5994 5837 -237 189033 62976 149 149 107849 68962 0 0 0 678 678 0 6 6 0 190 0 0 601 601 0 1475 1285 0 49600 49600 51075 1285 49600 56774 67677 1 1 22925 84139 84139 180036 175438 165159 202961 259578 249299 0 0 X 202961 259578 0 0 0 0 202961 259578 202961 259578 202961 56774 0 259735 157 259578 US TREASURY NOTE P 2019-02-01 2019-04-09 20100 20014 86 86 AMAZON NOTE P 2016-09-13 2019-11-12 10791 11047 -256 -256 MARRIOTT INTL NOTE P 2016-08-03 2019-04-09 9820 10074 -254 -254 MASTERCARD INC D 2017-05-11 2019-11-18 25325 10493 14832 14832 MICROSOFT CORP D 2014-03-07 2019-11-18 25471 6433 19038 19038 MORGAN STANLEY NOTE P 2016-09-15 2019-08-14 21273 21228 45 45 NORTHROP GRUMMAN CO D 2015-04-16 2019-11-18 25358 11628 13730 13730 UNITEDHEALTH GROUP INC D 2015-01-15 2019-11-18 26819 10176 16643 16643 GENERAL ELECTRIC NOTE P 2012-09-18 2019-01-29 24076 24964 -888 -888 62976 0 15500 185832 0.083409 71684 221955 0.322966 74780 303771 0.246172 113231 389476 0.290727 116625 495424 0.235404 1.178678 0.235736 174517 41140 677 41817 49600 X 677 0 677 0 677 160 0 0 160 0 517 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A STEPHEN T SADLER 6177238200 THE COLONY GROUP 201 WASHINGTON ST BOSTON MA 02108 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN NELSON 4016 CARSDALE LANE LELAND NC 28451 TRUSTEE 1.00 0 0 0 CHRISTOPHER NELSON 15 PRESQUE ISLE WAY ASHEVILLE NC 28803 TRUSTEE 1.00 0 0 0 SCOTT NELSON 30 SHEDD LANE CHELMSFORD MA 01824 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 150248 26927 0 177175 0 0 177175 2658 174517 8726 8726 677 677 8049 0 8049 0 8049 49600 0 49600 677 48923 8049 0 0 92341 94145 59831 60774 6350 313441 49600 0 0 0 8049 41551 0 0 354992 0 0 0 0 0 0 92341 262651 94145 59831 60774 6350 41551 JOHN NELSON X ABBY'S HOUSE 52 HIGH STREET WORCESTER MA 01609 PUBLIC GENERAL PURPOSE 500 ABCCM STEADFAST HOUSE 20 TWENTIETH STREET ASHEVILLE NC 28806 PUBLIC GENERAL PURPOSE 1000 ALL HANDS AND HEARTS SMART RESPONSE 6 COUNTY ROAD MATTAPOISETT MA 02739 PUBLIC GENERAL PURPOSE 1500 ASHEVILLE SCHOOL 360 ASHEVILLE SCHOOL RD ASHEVILLE NC 28806 PUBLIC GENERAL PURPOSE 2000 CYSTIC FIBROSIS FOUNDATION 4550 MONTGOMERY AVENUE BETHESDA MD 20814 PUBLIC GENERAL PURPOSE 3000 LAHEY CLINIC 41 MALL ROAD BURLINGTON MA 01805 PUBLIC GENERAL PURPOSE 12000 MAKE-A-WISH FOUNDATION ONE BULFINCH PLACE BOSTON MA 02114 PUBLIC GENERAL PURPOSE 24400 MEMORIAL SLOAN-KETTERING CANCER CENTER 1275 YORK AVENUE NEW YORK NY 10065 PUBLIC GENERAL PURPOSE 1200 NEW ENGLAND DISABLED SPORTS PO BOX 26 LINCOLN NH 03251 PUBLIC GENERAL PURPOSE 3000 NOBLE PAWS 2575 SAUNA AVENUE FAIRBANKS AK 99709 PUBLIC GENERAL PURPOSE 1000 49600 0 14 5994 18 149 18 -237 0 5906 0 5906 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN NELSON 4016 CARSDALE LANE LELAND NC 28451 101943 X 1 71 SHARES OF NORTHROP GRUMMAN CORP (NOC) 25419 2019-11-15 1 98 SHARES OF UNITEDHEALTH GROUP INC (UNH) 26016 2019-11-15 1 90 SHARES OF MASTERCARD INC (MA) 25156 2019-11-15 1 170 SHARES OF MICROSOFT CORP (MSFT) 25352 2019-11-15 LEHMAN BROS HOLDINGS INC 14912 312 JPMORGAN CHASE 27079 26217 BECTON DICKINSON 20268 21190 AMAZON.COM 11047 10807 AVALONBAY COMMUNITIES 19691 21212 VALERO ENERGY CORP 9536 10479 VERIZON COMMUNICATIONS 10033 11056 ABBVIE INC 10048 10198 GENERAL MOTORS 10834 10851 SUNOCO LOGISTICS 10486 10492 CITIGROUP INC 9447 10345 NORTHROP GRUMMAN 10456 10419 ANHEUSER BUSCH 11601 11581 REDUCTION IN LEHMAN BOOK VALUE FOR LIQUIDATION DISTRIBUTIONS 157 ACCRUED INTEREST PAID 601 601 0 LITIGATION SETTLEMENT 149 149 149 MANAGEMENT FEE - THE COLONY GROUP 678 678 0 2019 FEDERAL ESTIMATED PAYMENT 160 0 0 2018 FEDERAL EXCISE TAX 30 0 0