2011-05-05T09:33:14-05:00 2010-12-31 THE COLONY GROUP 2 ATLANTIC AVENUE BOSTON MA 02110 990PF 2010-01-01 046896202 JOHN AND JUDITH NELSON FAMILY FOUNDATION JOHN 6177238200 C/O THE COLONY GROUP 2 ATLANTIC AVENUE BOSTON MA 02110 JOHN R NELSON 6177238200 2011-05-05 1 CHERYL L STELLJES 6177238200 2011-05-05 2010 2016-02-24 21:20:13Z X 530929 X X 2 2 24089 24089 2047 243675 2047 26138 26138 0 0 0 1668 1668 0 111 111 0 276 276 0 2055 2055 0 177195 177195 179250 2055 177195 -153112 24083 -1 -1 59113 114082 114082 1659 1659 163191 472854 264774 253657 533626 380514 530929 0 0 X 533626 380514 0 0 0 0 533626 380514 533626 380514 533626 -153112 0 380514 0 380514 VERIZON NEW ENGLAND 6.5% 09-15-11 P 2004-12-16 2010-03-01 26668 27688 -1020 -1020 WELLS FARGO BANK 4.75% 02-09-15 P 2007-03-23 2010-03-01 15507 14521 986 986 WALT DISNEY CO 6.375% 03-01-12 P 2007-07-11 2010-03-02 16467 15533 934 934 ANHEUSER BUSCH COS INC 4.7% 04-15-12 P 2009-11-03 2010-05-11 21054 20994 60 60 UNION PAC CORP 6.65% 01-15-11 P 2007-03-02 2010-11-01 20257 21096 -839 -839 GLAXOSMITHKLINE CAP INC 4.85% 05-15-13 P 2009-09-25 2010-11-16 21818 21572 246 246 VERIZON PA INC 5.65% 11-14-11 P 2009-09-30 2010-11-16 10400 10702 -302 -302 VERIZON PA INC 5.65% 11-14-11 P 2007-07-13 2010-11-16 10400 9963 437 437 BANK AMER FDG CORP 5.65% 05-01-18 P 2008-06-04 2010-12-15 10024 9801 223 223 BURLINGTON NORTHN SANTA FE 5.9% 07-01-12 P 2009-10-21 2010-12-15 26726 27344 -618 -618 CVS CAREMARK CORP 5.75% 06-01-17 P 2009-10-09 2010-12-15 11019 10705 314 314 ORACLE CORP / OZARK HLDG INC 5.25% 01-15-16 P 2009-10-21 2010-12-15 22309 21661 648 648 SOUTHERN CALIF GAS CO 4.8% 10-01-12 P 2007-02-28 2010-12-15 15840 14857 983 983 DUN & BRADSTREET CORP 5.5% 03-15-11 P 2007-03-01 2010-12-19 15186 15191 -5 -5 2047 0 217059 638777 0.339804 172245 1120218 0.153760 178510 1368091 0.130481 307853 889107 0.346250 284488 1017283 0.279655 1.249950 0.249990 558384 139590 241 139831 177195 X 241 0 241 0 241 3578 3578 3337 3337 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A STEPHEN T SADLER 6177238200 THE COLONY GROUP 2 ATLANTIC AVENUE BOSTON MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN NELSON 1277 PLAYMOOR ROAD PALM HARBOR FL 34683 1.00 0 0 0 CHRISTOPHER NELSON 37 ANNIE MOORE ROAD BOLTON MA 01740 1.00 0 0 0 SCOTT NELSON 30 SHEDD LANE CHELMSFORD MA 01824 1.00 0 0 0 NONE 0 NONE 0 0 550705 16182 0 566887 0 0 566887 8503 558384 27919 27919 241 241 27678 0 27678 0 27678 177195 0 177195 241 176954 27678 0 0 235386 270692 118590 116565 185302 926535 177195 0 0 0 27678 149517 0 0 1076052 0 0 0 0 0 0 235386 840666 270692 118590 116565 185302 149517 JOHN NELSON X AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENE DALLAS TX 75231 PUBLIC GENERAL PURPOSE 500 ANDREW'S HELPFUL HANDS PO BOX 751 HUDSON MA 01749 PUBLIC GENERAL PURPOSE 750 BOLTON PUBLIC LIBRARY 738 MAIN STREET BOLTON MA 01740 PUBLIC GENERAL PURPOSE 6195 BOLTON SCHOOLS DONATION COMMITTEE PO BOX 461 BOLTON MA 01740 PUBLIC GENERAL PURPOSE 1000 CHILDREN'S HOSPITAL 300 LONGWOOD AVENUE BOSTON MA 02115 PUBLIC GENERAL PURPOSE 43400 COALITION TO SALUTE AMERICA'S HEROES 12 GODFREY PLACE WILTON CT 06897 PUBLIC GENERAL PURPOSE 5000 CONCORD MUSEUM 200 LEXINGTON ROAD CONCORD MA 01742 PUBLIC GENERAL PURPOSE 200 FLORENCE SAWYER SCHOOL 100 MECHANIC STREET BOLTON MA 01740 PUBLIC GENERAL PURPOSE 350 HOLIDAY FOR HIGH SCHOOLERS CO NASHOBA REGIONAL HIGH SCHOOL 12 GREEN ROAD BOLTON MA 01740 PUBLIC GENERAL PURPOSE 750 JIMMY FUND 10 BROOKLINE PLACE WEST BROOKLINE MA 02445 PUBLIC GENERAL PURPOSE 900 JUST CAUSE BREAST CANCER WALK PO BOX 132 BOLTON MA 01740 PUBLIC GENERAL PURPOSE 500 KHG BRAIN TUMOR FOUNDATION 300 WATER STREET WILMINGTON DE 19801 PUBLIC GENERAL PURPOSE 1000 MAKE-A-WISH FOUNDATION ONE BULFINCH PLACE BOSTON MA 02114 PUBLIC GENERAL PURPOSE 71500 MUSEUM OF SCIENCE 1 SCIENCE PARK BOSTON MA 02114 PUBLIC GENERAL PURPOSE 20000 NEW TESTAMENT CHRISTIAN SCHOOL ONE NEW TAUNTON AVENUE NORTON MA 02766 PUBLIC GENERAL PURPOSE 5000 PAN MASS CHALLENGE 77 FOURTH AVENUE NEEDHAM MA 02494 PUBLIC GENERAL PURPOSE 50 SMILE TRAIN 41 MADISON AVENUE NEW YORK NY 10010 PUBLIC GENERAL PURPOSE 10000 ST JUDE'S HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 PUBLIC GENERAL PURPOSE 10000 ST LEO CATHOLIC SCHOOL 120 MAIN STREET LEOMINSTER MA 01453 PUBLIC GENERAL PURPOSE 100 177195 0 14 2 14 24089 18 2047 0 26138 0 26138 0 0 0 0 0 0 0 0 0 0 UNION PACIFIC CORP 0 0 CITIGROUP INC 10053 10047 DUN & BRADSTREET CORP 0 0 VERIZON PA INC 0 0 WALT DISNEY INC 0 0 UNITED TECHNOLOGIES CORP 25354 28267 SOUTHERN CAL GAS CO 0 0 EMERSON ELECTRIC CO 9682 10741 GENERAL DYNAMICS CORP 9524 10707 WELLS FARGO BANK 0 0 BANK OF AMERICA CORP 0 0 CON EDISON OF NY 10154 11320 GOLDMAN SACHS GROUP INC 9908 10789 VERIZON NEW ENGLAND 0 0 LEHMAN BROS HOLDINGS INC 26521 5875 ANHEUSER BUSCH INC 0 0 BURLINGTON NORTHERN SANTA FE 0 0 JOHN DEERE CAPITAL CORP 21524 21593 GLAXOSMITHKLINE CAP INC 0 0 BARRICK GOLD FINANCE CO 22112 22391 BHP BILLITON FIN USA 27654 27648 JP MORGAN CHASE & CO 10467 10683 ORACLE CORP 0 0 CVS CAREMARK CORP 0 0 WEATHORFORD INTL INC 26647 27699 AT&T INC 21626 22491 CONOCOPHILLIPS 11826 11320 ANHEUSER BUSCH INC 21722 22086 WATERS CORPORATION 1659 163191 ACCRUED INTEREST PAID ON PURCHASE OF BONDS 276 276 0 MANAGEMENT FEE - THE COLONY GROUP 1668 1668 0