2025-11-06T07:50:45-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990PF 2024-01-01 876718183 THE JOYCE L WOLF FOUNDATION JOYC 7815585432 234 TOWER ROAD LINCOLN MA 01773 JULIE A WOLF TRUSTEE 7812575272 2025-11-04 1 0 LACEY M QUATSOE P01300865 6177170831 2025-11-04 2024 2025-03-06 01:10:19Z X 4904466 X X 119593 118234 105114 1363206 105114 224707 223348 0 0 0 13233 6616 6617 20152 20152 0 4188 2742 0 37573 29510 6617 331000 331000 368573 29510 337617 -143866 193838 809 122336 75817 75817 631834 625722 625722 2804343 3037468 3037468 1136406 1102542 1102542 100211 62917 62917 4795939 4904466 4904466 0 0 X 0 0 0 0 4795939 4904466 4795939 4904466 4795939 4904466 4795939 -143866 252393 4904466 0 4904466 PUBLICLY TRADED SECURITIES P 1363069 1258092 104977 104977 CAPITAL GAIN DISTRIBUTION P 137 137 137 105114 2694 0 2694 0 2694 700 0 6100 0 6800 19 4087 4087 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A JULIE A WOLF 7812575272 234 TOWER ROAD LINCOLN MA 01773 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JULIE A WOLF 234 TOWER ROAD LINCOLN MA 01773 TRUSTEE 0.50 0 0 0 SCOTT WOLF 234 TOWER ROAD LINCOLN MA 01773 TRUSTEE 0.50 0 0 0 BRIAN D BIXBY 234 TOWER ROAD LINCOLN MA 01773 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 4856401 183738 0 5040139 0 0 5040139 75602 4964537 248227 248227 2694 2694 245533 0 245533 0 245533 337617 0 337617 245533 0 0 228736 39458 268194 337617 0 0 0 245533 92084 0 0 360278 0 0 0 0 0 0 0 360278 228736 39458 92084 X BETH ISRAEL LAHEY HEALTH 529 MAIN ST 4TH FL CHARLESTOWN MA 02129 PC CHARITABLE OPERATIONS 44000 BRIGHAM AND WOMEN'S HOSPITAL INC 399 REVOLUTION DR SOMERVILLE MA 02145 PC CHARITABLE OPERATIONS 70000 CEDAR-SINAI MEDICAL CENTER 8700 BEVERLY BLVD WEST HOLLYWOOD CA 90048 PC CHARITABLE OPERATIONS 50000 COMPTON GIRLS CLUB 650 E 135TH ST LOS ANGELES CA 90059 PC CHARITABLE OPERATIONS 15000 FOUNDATION OF THE NATIONAL STUDENT NURSES' ASSOCIATION 45 MAIN STREET 606 BROOKLYN NY 11201 PC CHARITABLE OPERATIONS 23000 HOLLYWOOD-SUNSET FREE CLINIC 3324 W SUNSET BOULEVARD LOS ANGELES CA 90026 PC CHARITABLE OPERATIONS 15000 VENICE FAMILY CLINIC 604 ROSE AVENUE VENICE CA 90291 PC CHARITABLE OPERATIONS 15000 VISTA DEL MAR CHILD AND FAMILY SERVICES 3200 MOTOR AVE LOS ANGELES CA 90034 PC CHARITABLE OPERATIONS 15000 FOUNDATION FOR NURSING ADVANCEMENT IN MA PO BOX 285 MILTON MA 02186 PC CHARITABLE OPERATIONS 84000 331000 0 14 119593 18 105114 0 224707 0 224707 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 13233 6616 6617 CITIGROUP INC. 10986 10986 GOLDMAN SACHS INT 9963 9963 CHARTER COMMUNI 10772 10772 AIR LEASE CORP 10489 10489 AMERICAN TOWER C 10312 10312 TEVA PHARMACEUT 9600 9600 AECOM 9888 9888 NAVIENT CORP 10753 10753 GENERAL MOTORS FI 10201 10201 FISERV, INC. 9714 9714 CROWN CASTLE INC. 10643 10643 U.S. BANCORP VAR 10228 10228 COMMONSPIRIT HE 10246 10246 DIAMONDBACK ENERG 10208 10208 MORGAN STANLEY VAR 9745 9745 CAMPBELL SOUP C 10503 10503 THE BOEING CO 9841 9841 BALL CORP 12806 12806 HCA HEALTHCARE, I 9950 9950 WELLS FARGO & CO VAR 9950 9950 CELANESE US HOLD 10354 10354 UNITED RENTALS 12478 12478 OCCIDENTAL PETR 9956 9956 SONOCO PRODUCTS 10161 10161 ENERGY TRANSFER 10658 10658 PNC FINL SVCS GRO VAR 9736 9736 JPMORGAN CHASE & VAR 9511 9511 BANK OF AMERICA C VAR 8996 8996 MICROSOFT CORP 9235 9235 VERIZON COMMUNIC 9200 9200 NJ ECON DEV AUT 9519 9519 CALIFORNIA ST 17730 17730 MIAMI-DADE CN FL 13308 13308 FHLMC RC1546 18028 18028 FHLMC ZS9776 9405 9405 FNMA PL FS2050 12893 12893 FNMA PL CB3596 78320 78320 FHLMC SD1818 56078 56078 FNMA PL FS3698 10212 10212 FNMA PL FS3686 22761 22761 FHLMC SD2319 55756 55756 FNMA PL FS6883 9951 9951 FHLMC RA9270 24404 24404 FNMA PL MA5072 18181 18181 FNMA PL FS7160 9310 9310 MGM RESORTS INTE 9575 9575 CVS HEALTH CORP 9965 9965 EQUINIX, INC. 10113 10113 TRUIST FINL CORP VAR 10087 10087 ENCOMPASS HEALTH 9463 9463 EXPAND ENERGY C 9783 9783 NUSTAR LOGISTIC 10025 10025 L3HARRIS TECHNOL 10005 10005 DUKE ENERGY CORP 10256 10256 KB HOME 9653 9653 FORD MOTOR CO 9659 9659 BROADCOM INC. 1935 1935 MURPHY OIL CORP 10546 10546 DISCOVER FINL SER VAR 10252 10252 UNITED AIRLINES 9966 9966 AMGEN INC. 9723 9723 JOHN DEERE OWNER 10084 10084 GM FINL CONSUMER 10023 10023 VERIZON MASTER T 10094 10094 BANK OF AMERICA C 3000 3000 BANK OF AMERICA C 19143 19143 CITIGROUP INC 25969 25969 CITIGROUP INC 8420 8420 GOLDMAN SACHS INT 26125 26125 HUNTINGTON BANC 7840 7840 JPMORGAN CHASE 25050 25050 M&T BANK CORP 985 985 METLIFE, INC. 9788 9788 MORGAN STANLEY 17865 17865 STATE STREET CORP 5094 5094 STATE STREET CORP 18405 18405 THE CHARLES SCHWA 1985 1985 THE PNC FINL SER 7044 7044 TRUIST FINL CORP 18763 18763 U.S. BANCORP 13790 13790 WELLS FARGO & CO 7960 7960 WELLS FARGO & CO 18430 18430 NORTHERN TRUST CO VAR 12740 12740 ACADIA HEALTHCARE CO 4956 4956 ADVANCED ENERGY INDS INC 9829 9829 ALLEGRO MICROSYSTEMS INC 7651 7651 AMERIS BANCORP 6883 6883 APPFOLIO INC 9622 9622 APPLIED INDL TECHNOLOGIE 7184 7184 ARCUTIS BIOTHERAPEUTICS 5502 5502 ARTIVION INC 7005 7005 ATRICURE INC 8251 8251 AVIENT CORP 10011 10011 AZENTA INC 10500 10500 BALCHEM CORP 9617 9617 BIOCRYST PHARMACEUTICALS 5941 5941 BOWHEAD SPECIALTY HLDGS 8170 8170 C A C I INC 10102 10102 CADRE HLDGS INC 6137 6137 CHAMPIONX CORP 8021 8021 COLUMBUS MCKINNON CORP N 6331 6331 CRINETICS PHARMACEUTICAL 9459 9459 CYBERARK SOFTWRE LTD 24320 24320 DESCARTES SYS GROUP 12269 12269 DORMAN PRODUCTS INC 6478 6478 ENERPAC TOOL GROUP CORP 6369 6369 EXPONENT INC 9801 9801 FIRST WATCH RESTAURANT G 1582 1582 FLYWIRE CORP 10619 10619 FOX FACTORY HOLDING 3542 3542 GATES INDL CORP PLC F 12033 12033 GIBRALTAR INDUSTRIES 8541 8541 GLOBUS MEDICAL INC 10173 10173 GRAND CANYON EDUCA 17690 17690 HALOZYME THERAPEUTIC 7411 7411 HEALTHEQUITY INC 9403 9403 HEXCEL CORP 9844 9844 HOULIHAN LOKEY INC 14240 14240 INSMED INC 9666 9666 INTAPP INC 23072 23072 INTERFACE INC 10714 10714 INTRA-CELLULAR THERA 10440 10440 IONIS PHARMACEUTICALS IN 8041 8041 KRISPY KREME INC 3972 3972 KRYSTAL BIOTECH INC 6266 6266 LITHIA MOTORS INC 11080 11080 MA COM TECH SOLUTN 16499 16499 MAGNOLIA OIL & GAS CORP 8534 8534 MATADOR RESOURCES CO 9170 9170 MEDPACE HOLDINGS INC 10631 10631 NOVANTA INC 13902 13902 OXFORD INDS INC 4569 4569 PERMIAN RESOURCES CORP 11720 11720 PHATHOM PHARMACEUTICALS 4385 4385 PINNACLE FINL PARTNR 7893 7893 P J T PARTNERS INCORPORA 15623 15623 POWER INTEGRATIONS 3949 3949 QUAKER HOUGHTON 6756 6756 R B C BEARINGS INC 10769 10769 REVOLVE GROUP INC 8875 8875 SCHNEIDER NATL INC WIS 5417 5417 SILICON LABORATORIES 10186 10186 SITEONE LANDSCAPE SUPPLY 10937 10937 SPRINGWORKS THERAPEUTICS 9213 9213 SPX TECHNOLOGIES INC 17171 17171 STERLING INFRASTRUCTURE 13476 13476 STIFEL FINL CO 9547 9547 SUPERNUS PHARMA 8678 8678 TOPBUILD CORP 11208 11208 TRAVERE THERAPEUTICS INC 6881 6881 U S PHYSICAL THERAPY 8871 8871 ULTRAGENYX PHARMA 7993 7993 VERA THERAPEUTICS INC 9515 9515 VERACYTE INC 6930 6930 VERICEL CORP 10707 10707 VIAVI SOLUTIONS INC 6919 6919 ALPHABET INC. 38617 38617 AMAZON.COM INC 39710 39710 APPLE INC 27546 27546 CANADIAN NATURAL RES F 9878 9878 CASELLA WASTE SYS 21585 21585 COPART INC 14462 14462 CORPAY INC 21997 21997 DANAHER CORP 19512 19512 ELI LILLY AND CO 19300 19300 ENTEGRIS INC 16939 16939 EQUIFAX INC 19114 19114 GALLAGHER ARTHUR J & CO 19870 19870 IDEXX LABS INC 14884 14884 JPMORGAN CHASE & CO 14383 14383 MARTIN MARIETTA MATLS IN 19627 19627 MASTERCARD INC 22643 22643 MICROSOFT CORP 43836 43836 NAPCO SEC TECH 15575 15575 NVIDIA CORP 51030 51030 O REILLY AUTOMOTIVE 17787 17787 PERFORMANCE FOOD GROUP C 21983 21983 ROPER TECHNOLOGIES 18715 18715 SAIA INC 16862 16862 SERVICE NOW INC 20142 20142 T-MOBILE US INC 23177 23177 THERMO FISHER SCNTFC 20809 20809 TRANSDIGM GROUP INC 22811 22811 UNITEDHEALTH GRP INC 18211 18211 ABBOTT LABS 29974 29974 ABBVIE INC 44425 44425 ALLY FINL INC 19806 19806 AMGEN INC. 22154 22154 BLACKROCK INC 36904 36904 BROADCOM INC 91577 91577 BROADRIDGE FINL SOLU 40696 40696 CANADIAN NATL RAILWY 20302 20302 CANADIAN NATURAL RES 34266 34266 CISCO SYSTEMS INC 27528 27528 COMPASS DIVERSIFIED 27488 27488 ENBRIDGE INC 32289 32289 ENTERGY CORP NEW 37152 37152 ESSENTIAL UTILS INC 21792 21792 FASTENAL CO 23730 23730 FERGUSON PLC NEW 24300 24300 FIDELITY NATL FINL 23860 23860 HOME DEPOT INC 32286 32286 INTERNTNL PAPER CO 20183 20183 JPMORGAN CHASE 9351 9351 JPMORGAN CHASE 27567 27567 LINDE PLC 27214 27214 MERCK & CO. INC. 22383 22383 MICROSOFT CORP 69548 69548 MORGAN STANLEY 31430 31430 OLD REPUBLIC INTL CO 28771 28771 PAYCHEX INC 38561 38561 PHILIP MORRIS INTL 42724 42724 RESTAURANT BRANDS 28353 28353 S&P GLOBAL INC 20917 20917 SERVICE CORP INTL 29374 29374 STERIS PLC 29806 29806 SYSCO CORP 12998 12998 TEXAS INSTRUMENTS 17813 17813 THE COCA-COLA CO 23970 23970 UNITEDHEALTH GRP INC 28834 28834 VIPER ENERGY INC 32632 32632 WATSCO INC 43598 43598 ACADIA HEALTHCARE CO 3569 3569 API GROUP CORP 9892 9892 APTARGROUP INC 4556 4556 ASSURANT INC 4264 4264 ATLANTIC UNION BANKSHARE 6629 6629 AZENTA INC 3250 3250 B J S WHOLESALE CLUB HOL 10811 10811 BIO-RAD LABS INC 5585 5585 BOOZ ALLEN HAMILTON 5920 5920 BRIGHT HORIZON FAM 5875 5875 BURLINGTON STORES 8552 8552 CARTERS INC 1842 1842 CAVCO INDUSTRIES INC 9817 9817 CCC INTELLIGENT SOLUTION 8610 8610 CHAMPIONX CORP 2719 2719 CHART INDUSTRIES INC 5725 5725 CHURCHILL DOWNS INC 6009 6009 COGNEX CORP 5917 5917 COLUMBUS MCKINNON CO 5027 5027 COMFORT SYSTEMS USA 11026 11026 CULLEN / FROST BANKERS I 6041 6041 CYBERARK SOFTWRE LTD 12327 12327 DORMAN PRODUCTS INC 8939 8939 EAGLE MATERIALS INC 8637 8637 ELEMENT SOLUTIONS INC 8010 8010 ENTEGRIS INC 7033 7033 EXPONENT INC 3564 3564 FEDERAL SIGNAL CORP 6005 6005 GATES INDL CORP PLC 8742 8742 GENTHERM INC 4472 4472 GIBRALTAR INDUSTRIES 2356 2356 GLACIER BANCORP INC NEW 4771 4771 GLOBANT SA 8362 8362 GLOBUS MEDICAL INC 9098 9098 GRAND CANYON EDUCA 5078 5078 GROUP 1 AUTOMOTIVE INC 8430 8430 HALOZYME THERAPEUTIC 5259 5259 HEXCEL CORP 3950 3950 HOLOGIC INC 4974 4974 IDACORP INC 5683 5683 IDEX CORP 8581 8581 INSMED INC 3452 3452 INTEGER HLDGS CORP 6096 6096 INTRA-CELLULAR THERA 7099 7099 ITT INC 7573 7573 JAZZ PHARMACEUTICAL 7389 7389 KINSALE CAPITAL GROUP IN 7442 7442 LANCASTER COLONY CO 6060 6060 LINCOLN ELEC HLDGS 5062 5062 MA COM TECH SOLUTN 7145 7145 MAGNOLIA OIL & GAS CORP 4793 4793 MANHATTAN ASSOCIATES 8377 8377 MARKETAXESS HOLDINGS 3391 3391 MATADOR RESOURCES CO 4670 4670 MEDPACE HLDGS INC 4983 4983 NATERA INC 4749 4749 NEUROCRINE BIOSCIENC 6825 6825 NORDSON CORP 7323 7323 NTNL STORAGE AFF 3412 3412 OVINTIV INC 4860 4860 PAYLOCITY HLDG CORP 7181 7181 PERFORMANCE FOOD GROUP C 10146 10146 PERMIAN RES CORP 3739 3739 PINNACLE FINL PARTNR 8350 8350 PIPER SANDLER COMPANIES 11398 11398 PORTLAND GENERL ELEC 4798 4798 PROCORE TECHNOLOGIES INC 6369 6369 QUAKER HOUGHTON 5208 5208 R B C BEARINGS INC 8077 8077 RPM INTERNTNL 7630 7630 SCHNEIDER NTNL INC 4831 4831 SILICON LABORATORIES 4969 4969 SIMPSON MFG INC 4975 4975 SITEONE LANDSCAPE SUPPLY 6589 6589 STIFEL FINL CO 7426 7426 TANDEM DIABETES CARE 5943 5943 TEXAS ROADHOUSE 12269 12269 TORO CO 4806 4806 TRI POINTE HOMES INC 5258 5258 UMB FINL CORP 4514 4514 VAIL RESORTS INC 3374 3374 VERICEL CORP 5491 5491 VOYA FINL INC 8466 8466 WINTRUST FINL 8106 8106 ZEBRA TECHNOLOGIES 7724 7724 112573 112573 513149 513149 RYMAN HOSPITALITY PR FMV 8556 8556 STAG INDUSTRIAL INC FMV 7610 7610 AMERN TOWER CORP FMV 25677 25677 AGREE REALTY CORP FMV 5495 5495 EASTERLY GOVT PPTYS FMV 5136 5136 HEALTHPEAK PPTYS INC , FMV 4540 4540 SUN COMMUNITIES FMV 5903 5903 UNREALIZED GAINS ON INVESTMENTS 252393 INVESTMENT MANAGEMENT FEES 20152 20152 0 FOREIGN TAX PAID 2742 2742 0 FEDERAL TAX 1446 0 0