2026-05-13T12:22:36-05:00 2025-12-31 043191784 MP PC ONE MONARCH PL STE 900 SPRINGFIELD MA 01144 990PF 2025-01-01 466419865 THE HEARTHSTONE FOUNDATION HEAR 6178322925 220 NEHOIDEN STREET NEEDHAM MA 02492 SCOTT R JONES TRUSTEE 6178322925 2026-05-12 1 PHILLIP GIGUERE P01383395 4137391800 2025 2025-03-06 01:10:19Z X 2876169 X 6900 2837 2837 25473 25473 263192 708038 263192 298402 291502 0 0 0 6900 3450 3450 1302 302 0 25402 25402 0 33604 29154 3450 118000 118000 151604 29154 121450 146798 262348 28552 15179 15179 1139212 1299367 2860990 1167764 1314546 2876169 0 0 X 0 0 0 0 1167764 1314546 1167764 1314546 1167764 1314546 1167764 146798 0 1314562 16 1314546 GOLDMAN SACHS #563-3 P 2023-01-01 2025-07-01 708038 444846 263192 263192 263192 3647 0 3647 0 3647 538 0 0 0 538 0 3109 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 2658976 82812 0 2741788 0 0 2741788 41127 2700661 135033 135033 3647 3647 131386 0 131386 0 131386 121450 0 121450 131386 0 0 4991 4991 121450 0 0 0 121450 0 4991 4991 0 0 0 0 0 4945 0 0 0 SCOTT R JONES X BETH-EL FARMWORKER MINISTRY 18240 US-301 WIMAUMA FL 33598 PC FARMLAND SUPPORT 500 BOSTON BULL PEN PROJECT PO BOX 920512 NEEDHAM MA 02492 PC SUPPORTS THOSE IN NEED 2500 CENTER OF HOPE 100 FOSTER STREET SOUTHBRIDGE MA 01550 PC SUPPORT THOSE IN NEED 500 CHRIST CHURCH 1132 HIGHLAND AVENUE NEEDHAM MA 02492 PC PRESBYTERIAN CHURCH WORK 8000 DUKE UNIVERSITY 324 BLACKWELL STREET SUITE 850 DURHAM NC 27701 PC SUPPORT OF FOREST ECON STUDIES 20000 ELIZABETHTOWN COLLEGE ONE ALPHA DRIVE ELIZABETHTOWN PA 17023 PC ANNUAL FUND 25000 FOREST HISTORY 2925 ACADEMY ROAD DURHAM NC 27705 PC SUPPORT FOREST 2500 LUMBERTON HISTORICAL SOCIETY 602 MAIN STREET LUMBERTON NJ 08048 PC HISTORICAL SOCIETY 5000 MEDFORD LEAS FUND ONE MEDFORD LEAS WAY MEDFORD NJ 08055 PC SENIOR LIVING 5500 MEDFORD MONTHLY MEETING 14 UNION STREET MEDFORD NJ 08055 PC HISTORICAL SUPPORT 2500 METROWEST WOMEN'S FUND PO BOX 192 WESTON MA 02493 PC SUPPORT TOWARD WOMEN 500 NEEDHAM COMMUNITY COUNCIL 570 HILLSIDE AVENUE NEEDHAM MA 02494 PC SUPPORT THOSE IN NEED 5000 NEEDHAM HISTORY CENTER 1147 CENTRAL AVENUE NEEDHAM MA 02492 PC HISTORIC PRESERVATION 1000 ROSIE S PLACE 889 HARRISON AVE BOSTON MA 02118 PC SHELTER FOR POOR AND HOMELESSWOMEN 500 THE CHILDREN'S SCHOOL 118 SCOFIELDTOWN ROAD STAMFORD CT 06903 PC CHILDREN SUPPORT 2000 WELLESLY MEETING 26 BENVENUE STREET WELLESLEY MA 02482 PC QUAKER PROGRAMS 8000 WESTPORT FOOD PANTRY 931 MAIN ROAD WESTPORT MA 02790 PC FOOD PANTRY 500 WESTPORT HISTORICAL SOCIETY 25 DRIFT ROAD WESTPORT MA 02790 PC HISTORICAL SUPPORT 500 WESTPORT LAND TRUST PO BOX 3975 WESTPORT MA 02790 PC LAND CONSERVATION 27000 WESTPORT RIVER ALLIANCE 1151 MAIN ROAD WESTPORT MA 02790 PC WATER CONSERVATION 1000 118000 0 14 2837 14 25473 18 263192 0 291502 0 291502 0 0 0 0 0 0 0 0 0 0 X X 1 SCOTT JONES 220 NEHOIDEN ST NEEDHAM MA 02492 6900 X ACCOUNTING FEES 6900 3450 3450 S&P 500 ETF TRUST 119510 374784 RUSSELL 1000 GROWTH INDEX FUND 119345 818336 RUSSELL 1000 VALUE INDEX FUND 212048 576963 MSCI EAFE 100% HEDGED TO USD INDEX FUND 47215 68782 MSCI EAFE INDEX FUND 66363 94782 THE BANK OF NOVA SCOTIA STRUCTURED NOTE 155000 177471 JPMORGAN CHASE & CO. STRUCTURED NOTE 30000 35037 TORONTO DOMINION BANK LINKED TO BASKET OF INDICES 85000 94146 BNP PARIBAS LINKED TO S&P 500 INDEX 30000 35586 VANGUARD SMALL-CAP ETF 69886 213067 BARCLAYS BANK PLC LINKED TO S&P 500 INDEX 90000 89217 ROYAL BANK OF CANADA LINKED TO BASKET 125000 145500 HEDGE FUND SELECT: RIEF LTD CLASS A SERIES 1 150000 137319 BOOK/TAX TIMING DIFFERENCES 16 BANK MANAGEMENT FEES 25380 25380 0 INTEREST EXPENSE 22 22 0 FOREIGN TAXES 302 302 0 FEDERAL EXCISE TAX 1000 0 0