2024-05-05T15:01:42-05:00 2023-12-31 920460586 PWC US TAX LLP 301 GRANT STREET 45TH FLOOR PITTSBURGH PA 15219 990PF 2023-01-01 046017410 ROME CHARITABLE TRUST ROME 6177267286 PO BOX 0634 MILWAUKEE WI 532010634 BOSTON TRUST WALDEN BY TAX MANAGER 6177267286 2024-04-10 true true ALLISON J VALENTY P00963824 4123556000 2024-04-10 X 2023 2023-04-26 12:10:37Z X 577801 X 10805 10805 18754 45767 18754 0 29559 29559 3777 2833 944 0 0 0 0 0 150 0 0 150 2825 0 0 706 0 0 430 0 0 0 0 0 0 0 35 35 7217 2833 0 1835 25912 25912 33129 2833 0 27747 -3570 26726 0 11254 29961 29961 0 0 0 90679 93722 488209 25412 39920 39920 59509 31 122 122 167296 163725 577801 0 X 167296 163725 167296 163725 167296 163725 167296 -3570 0 163726 1 163725 .8 COMMERCE BANCSHARES INC 2012-01-03 2023-01-19 55 18 37 37 25000. F H L B DEB 3.250% 6/09/23 2014-08-28 2023-06-09 25000 25330 -330 -330 50. APPLE COMPUTER INC 2014-03-25 2023-07-10 9402 968 8434 8434 25. MICROSOFT CORP COM 2007-03-29 2023-07-10 8269 697 7572 7572 CAPITAL GAIN DIVIDENDS P 3041 CAPITAL GAIN DIVIDENDS P 3041 CAPITAL GAIN DIVIDENDS P 3041 CAPITAL GAIN DIVIDENDS P 3041 18754 371 0 371 0 371 288 0 0 288 0 83 0 0 false false false false false false false true true MA true false false false false true BOSTON TRUST & INVESTMENT MGT CO 6177267286 ONE BEACON ST33RD FL BOSTON MA 02108 false false false false true false false false false false false false false false false false false false false false false false BOSTON TRUST INV MGMT CO ONE BEACON ST 33RD FL BOSTON MA 02108 CO-TRUSTEE 0 3477 JOAN ROME SUCCESSOR CO-TRUSTEE 4117 GREAT MEADOW RD DEDHAM MA 02026 CO-TRUSTEE 0 300 NONE 0 NONE 0 541415 16896 0 558311 0 0 558311 8375 549936 27497 27497 371 371 27126 0 27126 0 27126 27747 0 0 0 0 27747 27126 25912 0 0 0 0 0 0 0 27747 25912 0 0 1835 0 0 0 0 0 0 0 0 25291 0 0 0 0 0 0 0 0 X MARCH OF DIMES 1550 CRYSTAL DR STE 1300 ARLINGTON VA 22202 NONE PC GENERAL OPERATING 100 BOSTON UNIVERSITY 881 COMMONWEALTH AVENUE BOSTON MA 02215 NONE PC GENERAL OPERATING 518 KEHILLATH ISRAEL MAIN OFFICE 384 HARVARD STREET BROOKLINE MA 02446 NONE PC GENERAL OPERATING 1296 COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON 126 HIGH STREET BOSTON MA 02109 NONE PC CARE FOR THE VULNERABLE 2591 BETH ISRAEL DEACONESS HOSPITAL OFFICE OF DEVELOPMENT 330 BROOKLINE AVENUE BOSTON MA 02215 NONE PC HOSPITAL 5182 PINE STREET INN 44 HARRISON AVENUE BOSTON MA 02118 NONE PC GENERAL OPERATING 500 PROJECT BREAD 145 BORDER STREET EAST BOSTON MA 02128 NONE PC ANTI-HUNGER ORGANIZATION 300 AMERICAN FRIENDS OF HEBREW UNIVERSITY ATTN RHONDA WAXMAN 199 WATER STREET 11TH FLOOR NEW YORK NY 10038 NONE PC STRENGTHEN HEBREW 1555 AMERICAN DIABETES ASSOCIATION 1 BROMFIELD STREET BOSTON MA 02108 NONE PC PREVENT+CURE DIABETES & AID 300 AMERICAN HEART ASSOCIATION 20 SPEEN STREET FRAMINGHAM MA 01701 NONE PC LIVES FREE OF HEART DISEASE 300 MADD 15 NEW ENGLAND EXECUTIVE PARK BURLINGTON MA 01803 NONE PC GENERAL OPERATING 100 ALZHEIMERS ASSOCIATION 6130 W NATIONAL AVE SUITE 200 MILWAUKEE WI 53214 NONE PC GENERAL OPERATING 500 HABITAT FOR HUMANITY 285 PEACHTREE CENTER AVE ATLANTA GA 30303 NONE PC GENERAL OPERATING 100 AMERICAN LUNG ASSOCIATION 55 W WACKER DR STE 1150 CHICAGO IL 606011796 NONE PC GENERAL OPERATING 200 SPECIAL OLYMPICS 512 FOREST STREET MARLBOROUGH MA 01752 NONE PC GENERAL OPERATING 300 DOCTORS WITHOUT BORDERS USA 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 NONE PC GENERAL OPERATING 300 UNIVERSITY OF COLORADO FOUNDATION 1800 GRANT STREET SUITE 725 DENVER CO 802030000 NONE PC GENERAL OPERATING 777 JEWISH NATIONAL FUND 77 FRANKLIN STREET SUITE 541 BOSTON MA 02110 NONE PC GENERAL OPERATING 200 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVE 3RD FLOOR NEW YORK NY 100173211 NONE PC GENERAL OPERATING 500 ORT AMERICA 75 MAIDEN LANE NEW YORK NY 10038 NONE PC GENERAL OPERATING 300 WORLD WILDLIFE FUND PO BOX 97180 WASHINGTON DC 200907180 NONE PC GENERAL OPERATING 100 SMILE TRAIN 41 MADISON AVE 28TH FLOOR NEW YORK NY 10010 NONE PC GENERAL OPERATING 500 SHRINERS HOSPITALS FOR CHILDREN POST OFFICE BOX 31356 TAMPA FL 336310000 NONE PC GENERAL OPERATING 1297 JEWISH FAMILY & CHILDRENS SVC 10950 SCHUETZ RD SAINT LOUIS MO 63146 NONE PC GENERAL OPERATING 1296 ARTHRITIS FOUNDATION 1900 W 75TH ST SUITE 200 PRAIRIE VILLAGE KS 66208 NONE PC GENERAL OPERATING 200 NATIONAL JEWISH HEALTH 1400 JACKSON ST RM M116 DENVER CO 80206 NONE PC MEDICAL RESEARCH 518 MAKE- A- WISH FOUNDATION OF AMERICA 1702 E HIGHLAND AVE STE 400 PHOENIX AZ 850164630 NONE PC GENERAL OPERATING 400 HEBREW SENIOR LIFE 1200 CENTRE STREET BOSTON MA 021311097 NONE PC RESPECT & PROMOTE ELDER 5682 25912 14 10805 18 18754 29559 29559 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 2825 706 313383QR5 F H L B DEB 084670702 BERKSHIRE HATHAWAY I 1728 3567 693475105 P N C FINANCIAL SERV 2724 7743 172062101 CINCINNATI FINL CORP 1968 7760 G1151C101 ACCENTURE PLC CL A 3607 17546 30040W108 EVERSOURCE ENERGY 434 21602 038336103 APTAR GROUP INC 3690 12362 478160104 JOHNSON JOHNSON 3127 7837 91324P102 UNITED HEALTH GROUP 5497 13162 68389X105 ORACLE CORPORATION 2438 10543 88579Y101 3M CO 1429 8746 46625H100 J P MORGAN CHASE CO 6896 17010 194162103 COLGATE PALMOLIVE CO 2980 7971 863667101 STRYKER CORP 3641 7487 30231G102 EXXON MOBIL CORP 1467 39992 20030N101 COMCAST CORP CL A 3731 4385 713448108 PEPSICO INC 3169 8492 459200101 INTERNATIONAL BUSINE 763 8178 74144T108 T ROWE PRICE GROUP I 2397 13461 778296103 ROSS STORES INC 609 8165 075887109 BECTON DICKINSON AND 2437 9753 594918104 MICROSOFT CORP 3485 47005 244199105 DEERE CO. 2031 9997 654106103 NIKE INC 2508 16828 053015103 AUTOMATIC DATA PROCE 1851 11649 17275R102 CISCO SYSTEMS INC 3058 6315 941848103 WATERS CORP 3292 16462 257651109 DONALDSON CO INC 3299 13070 200525103 COMMERCE BANCSHARES 2738 6786 22160K105 COSTCO WHSL CORP 2761 42905 037833100 APPLE INC 4358 43319 16119P108 CHARTER COMMUNICATIO 1341 11660 592688105 METTLER-TOLEDO INTL 2277 18194 681919106 OMNICOM GROUP INC 1265 4326 911312106 UNITED PARCEL SERVIC 4726 3931 101156305 BOSTON TRUST ASSET M AT COST 39920 59509 LEGAL FEES - PRINCIPAL (ALLOCA 150 150 000000000 MISCELLANEOUS ENTRY 31 122 122 ROUNDING 1 STATE FILING FEE/TAX 35 0 35 FEDERAL TAX PAYMENT - PRIOR YE 142 0 0 FEDERAL ESTIMATES - PRINCIPAL 288 0 0