2025-11-17T09:25:13-06:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 53 STATE STREET SUITE 1600 BOSTON MA 02109 990PF 2024-01-01 046022091 CHARLES SANDERS TRUST UW C/O G WEST SALTONSTALL CHAR 6172278660 50 CONGRESS STREET ROOM 800 BOSTON MA 02109 DUDLEY H WILLIS TRUSTEE 6172278660 2025-11-13 1 0 ERIN COUTURE P01390592 6177237900 2025-11-12 2024 2025-03-06 01:10:19Z X 7350727 X X 115480 115480 368867 830336 368867 243624 233359 0 727971 717706 0 0 0 0 0 2830 2264 0 566 64568 51654 0 12914 6990 4617 0 1154 1106 36 0 70 4538 4538 0 0 80032 63109 0 14704 360000 360000 440032 63109 0 374704 287939 654597 0 258603 1089607 1089607 1096518 1223603 3260180 0 79039 79402 2348235 1599046 2921538 3703356 3991295 7350727 0 0 X 0 0 0 0 3703356 3991295 3703356 3991295 3703356 3991295 3703356 287939 0 3991295 0 3991295 SHORT TERM GAIN AND LOSS P 2000-01-01 2024-12-31 73931 107976 -34045 -34045 LONG TERM GAIN AND LOSS P 2000-01-01 2024-12-31 756139 353493 402646 402646 CAPITAL GAIN DISTRIBUTION P 2000-01-01 2024-12-31 266 266 266 368867 -34045 9099 0 9099 0 9099 4702 0 12000 0 16702 0 7603 7603 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A SALTONSTALL CO LLP 6172278660 50 CONGRESS STREET ROOM 800 BOSTON MA 02109 X 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DUDLEY H WILLIS 50 CONGRESS STREET ROOM 800 BOSTON MA 02109 TRUSTEE 1.00 0 0 0 NEIL THOMPSON 50 CONGRESS STREET ROOM 800 BOSTON MA 02109 TRUSTEE 1.00 0 0 0 RICHARD BYRD 50 CONGRESS STREET ROOM 800 BOSTON MA 02109 TRUSTEE 1.00 0 0 0 MATTHEW MEGARGEL 50 CONGRESS STREET ROOM 800 BOSTON MA 02109 TRUSTEE 1.00 0 0 0 G WEST SALTONSTALL 50 CONGRESS STREET ROOM 800 BOSTON MA 02109 TRUSTEE 1.00 0 0 0 NATHANIEL JEPPSON 50 CONGRESS STREET ROOM 800 BOSTON MA 02109 TRUSTEE 1.00 0 0 0 NONE 0 SALTONSTALL & CO 50 CONGRESS STREET ROOM 800 BOSTON MA 02109 ACCOUNTING & MGMT 64568 0 0 3533620 1113250 2921538 7568408 0 0 7568408 113526 7454882 372744 372744 9099 9099 363645 10000 373645 0 373645 374704 0 374704 373645 0 2022 2021 2020 0 28536 52818 52010 133364 374704 0 0 0 373645 1059 0 0 134423 0 0 0 0 0 0 28536 105887 52818 52010 1059 X BOSTON MEDICAL CENTER OFFICE OF DEVELOPMENT 801 MASSACHUSETTS AVE 1ST FLOOR BOSTON MA 021182393 NONE PC GENERAL SUPPORT 15000 BOYS & GIRLS CLUB OF BOSTON 200 HIGH STREET BOSTON MA 02110 NONE PC GENERAL SUPPORT 5000 BRIDGE OVER TROUBLED WATERS 47 WEST STREET BOSTON MA 02111 NONE PC GENERAL SUPPORT 10000 CASA MYRNA VASQUEZ INC 451 BLUE HILL AVENUE BOSTON MA 02121 NONE PC GENERAL SUPPORT 17000 CATHLEEN STONE ISLAND PO BOX 127 BOSTON MA 02127 NONE PC GENERAL SUPPORT 20000 COMMON CATHEDRAL 15 NEWBURY STREET BOSTON MA 02116 NONE PC GENERAL SUPPORT 6000 EMMANUEL GOSPEL CENTER 44 MOULTRIE STREET DORCHESTER MA 02124 NONE PC GENERAL SUPPORT 5000 EMPATH 308 CONGRESS STREET BOSTON MA 02210 NONE PC GENERAL SUPPORT 10000 FAMILIES FIRST 50 HUNT STREET WATERTOWN MA 02472 NONE PC GENERAL SUPPORT 10000 FAMILY AID BOSTON 3815 WASHINGTON STREET BOSTON MA 02130 NONE PC GENERAL SUPPORT 10000 GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON MA 021182700 NONE PC GENERAL SUPPORT 26500 HAWC - HEALING ABUSE WORKING FOR CHANGE 27 CONGRESS STREET SALEM MA 01970 NONE PC GENERAL SUPPORT 10000 HEADING HOME INC 186 MASSACHUSETTS AVE BOSTON MA 02115 NONE PC GENERAL SUPPORT 20000 HOUSING FAMILIES 919 EASTERN AVENUE MALDEN MA 02148 NONE PC GENERAL SUPPORT 7500 MASSACHUSETTS 4-H FOUNDATION 1661 WORCESTER ROAD FRAMINGHAM MA 01701 NONE PC GENERAL SUPPORT 3000 MASSACHUSETTS COALITION FOR THE HOMELESS 73 BUFFUM STREET LYNN MA 01902 NONE PC GENERAL SUPPORT 10000 NEW ENGLAND CENTER & HOME FOR VETERANS 17 COURT STREET BOSTON MA 02108 NONE PC GENERAL SUPPORT 40000 ON THE RISE 341 BROADWAY CAMBRIDGE MA 02139 NONE PC GENERAL SUPPORT 20000 PATHWAYS FOR CHILDREN 29 EMERSON AVENUE GLOUCESTER MA 01930 NONE PC GENERAL SUPPORT 20000 PINE STREET INN 444 HARRISON AVENUE BOSTON MA 02118 NONE PC GENERAL SUPPORT 5000 PROJECT HOPE BOSTON 550 DUDLEY STREET ROXBURY MA 02119 NONE PC GENERAL SUPPORT 15000 UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY 9 CHANNEL CENTER STREET BOSTON MA 02210 NONE PC GENERAL SUPPORT 40000 WELLSPRING HOUSE INC 302 ESSEX AVENUE GLOUCESTER MA 01930 NONE PC GENERAL SUPPORT 15000 WOMEN'S LUNCH PLACE 67 NEWBURY STREET BOSTON MA 02116 NONE PC GENERAL SUPPORT 20000 360000 0 14 115480 18 233624 18 368867 GRANT RECOVERY 01 10000 0 0 727971 0 727971 0 0 0 0 0 0 0 0 0 0 ACCOUNTING & MANAGEMENT 64568 51654 0 12914 BONDS 79039 79402 PUBLICITY TRADED STOCK 1223603 3260180 PARTNERSHIP INVESTMENTS AT COST 1599046 2921538 LEGAL FEES 2830 2264 0 566 BANK FEES 4538 4538 0 0 OTHER INVESTMENT INCOME 233624 233359 0 GRANT RECOVERY 10000 0 0 TAX PREPARATION FEES 6990 4617 0 1154 MA FILING FEE 70 0 0 70 FEDERAL TAX 1000 0 0 0 FOREIGN TAX 36 36 0 0