2025-11-11T12:21:47-06:00 2024-12-31 041433295 HEMENWAY & BARNES LLP 75 STATE STREET BOSTON MA 021091466 990PF 2024-01-01 884114857 SIMON WILLARD FOUNDATION SIMO 9789448878 HEMENWAY BARNES BOX 961209 BOSTON MA 02196 TRACY W BARRON TRUSTEE 9789448878 2025-11-05 1 1 MATTHEW P RICH P01858153 6172277940 2025-11-05 2024 2025-03-06 01:10:19Z X 5593757 X X 185197 183757 103920 1181885 103920 289117 287677 0 0 0 36742 36742 0 74708 4708 0 111450 41450 0 302000 302000 413450 41450 302000 -124333 246227 213985 129273 129273 3449888 3270527 3853406 1384714 1337831 1331223 121216 306194 279855 5169803 5043825 5593757 0 0 X 0 0 0 0 5169803 5043825 5169803 5043825 5169803 5043825 5169803 -124333 0 5045470 1645 5043825 PUBLICLY TRADED SECURITIES THRU COUNSEL TRUST CO 1132698 1028778 103920 103920 PUBLICLY TRADED SECURITIES THRU COUNSEL TRUST CO 49187 49187 0 0 103920 3423 0 3423 0 3423 8471 0 0 0 8471 0 5048 5048 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A TRACEY BARRON CO HEMENWAY BARNE 6172277940 75 STATE STREET 16TH FLOOR BOSTON MA 02109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TRACY W BARRON C/O HEMENWAY BARNES LLP 75 STATE STREET 16TH FLOOR BOSTON MA 02109 PRESIDENT, DIRECTOR 5.00 0 0 0 NONE 0 NONE 0 0 5412935 256085 0 5669020 0 0 5669020 85035 5583985 279199 279199 3423 3423 275776 0 275776 0 275776 302000 0 302000 275776 0 0 175579 175579 302000 0 0 0 275776 26224 0 0 201803 0 0 0 0 0 0 0 201803 175579 26224 TRACY W BARRON X ELEPHANT SANCTUARY PO BOX 393 HOHENWALD TN 38462 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 7000 FITCHBURG STATE UNIVERSITY 160 PEARL STREET FITCHBURG MA 01420 NONE PUBLIC CHARITY STIPENDS FOR UNPAID INTERN PROGRAM 125000 MISSION SAFE PO BOX 201060 ROXBURY MA 02120 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 7000 PLAN C (NWHN) 1413 K STREET NW WASHINGTON DC DC 20005 NONE PUBLIC CHARITY FOR PLAN C 7000 PROJECT COMEBACK 583 ADAMS STREET HOLLISTON MA 01746 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT/FUTURE LAND PURCHASE 125000 SAVE THE RHINO 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250000 250053 4,062 FLEXSHARES LBOXX 3-YEAR TARGET 97806 95823 50,000 FEDERAL HOME LOAN BANKS STEP CPN 4% 17 MAY 2027 48982 49890 9,666 FLEXSHARES HIGH YIELD VALUE 391614 393213 1,000 NVIDIA CORP 26702 134290 100 AMERICAN TOWER CORP 20275 18341 106 NORFOLK SOUTHERN CORP 22181 24878 107 PROCTER & GAMBLE COMPANY 16870 17939 110 ANALOG DEVICES 20289 23371 111 EOG RES INC 12851 13606 112 ADVANCED MICRO DEVICES INC 16556 13528 128 PALO ALTO NETWORKS INC 15556 23291 132 INTERCONTINENTAL EXCHANGE INC 14387 19669 141 ORACLE CORPORATION COM 14557 23496 145 BLACKSTONE INC 12529 25001 15,639 VANGUARD TOTAL INTL STOCK ETF 878404 921606 151 DUPONT DE NEMOURS INC 10431 11514 152 NIKE INC CLASS B COM 19147 11502 157 ZIMMER BIOMET HOLDINGS INC 21790 16584 158 WALT DISNEY CO NEW 15078 17593 172 EXXON MOBIL CORP 19914 18502 182 PAYPAL HOLDINGS INC 13426 15534 182 TJX COMPANIES 14230 21987 189 MICROCHIP TECHNOLOGY INC 15967 10839 19 BLACKROCK INC CLASS A 12701 19477 19 WW GRAINGER INC 12862 20027 2,294 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BUSINESS MACHINE 10910 19125 89 ESTEE LAUDER COS INC/THE 22441 6673 91 MASTERCARD INC-A 33935 47918 91 META PLATFORMS INC CL A 19076 53281 95 SALESFORCE INC 18359 31761 96 HONEYWELL INTERNATIONAL INC 18993 21685 1,299 VANGUARD REAL ESTATE ETF FMV 105554 115715 500,000 ARBORVIEW CAPITAL PARTNERS III LP FMV 100640 100121 500,000 SUSTAINABLE INFRASTRUCTURE FD IV LP FMV 100000 64019 BOOK/ TAX ADJUSTMENT 1645 INVESTMENT MANAGEMENT FEES 36692 36692 0 ADR BANK FEES 50 50 0 FOREIGN TAX WITHHELD 4708 4708 0 FEDERAL TAX 70000 0 0