2025-11-17T12:07:00-06:00 2024-12-31 135565207 KPMG LLP 60 SOUTH STREET TWO FINANCIAL CENTER BOSTON MA 02111 990PF 2024-01-01 223100750 STANLEY W WATSON FOUNDATION C/O CAROL CHITTENDEN STAN 5085481155 220 MAIN STREET SUITE 202 FALMOUTH MA 02540 CAROL CHITTENDEN TRUSTEE 5085481155 2025-11-17 1 0 KATHRYN OKIMOTO P00746598 6179881000 2025-11-14 2024 2025-03-06 01:10:19Z X 42267953 X X 11052 11052 1419345 1439621 593165 5200751 1447582 224480 0 0 2248042 2898255 0 0 0 0 0 27100 13550 0 13550 72955 4809 0 4214 4687 36182 0 0 133 0 0 0 104875 54541 0 17764 1781525 1781525 1886400 54541 0 1799289 361642 2843714 0 1819976 2019581 2019581 21544598 19321979 27006260 7438498 9823154 12640090 200000 200000 602022 31003072 31364714 42267953 0 0 X 31003072 31364714 31003072 31364714 31003072 31364714 31003072 361642 0 31364714 0 31364714 FIDUCIARY TRUST COMPANY - ST P 226459 244034 -17575 -17575 FIDUCIARY TRUST COMPANY - LT P 1120331 948478 171853 171853 POLARIS - LT P 1250000 894339 355661 355661 LONG TERM GAIN/LOSS VIA K-1S P 38435 38435 38435 VANGUARD - LT P 170649 170649 170649 TIFF MULTI ASSET FUND - LT P 2313970 1587352 726618 726618 TIFF MULTI ASSET FUND - ST P 80907 78966 1941 1941 1447582 39528 0 39528 0 39528 140225 0 0 0 140225 0 100697 100697 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A CAROL CHITTENDEN TRUSTEE 5085481155 220 MAIN ST SUITE 202 FALMOUTH MA 02540 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 FREDERICA W VALOIS 220 MAIN STREET SUITE 202 FALMOUTH MA 02540 TRUSTEE 1.00 0 0 0 CAROL B CHITTENDEN 220 MAIN STREET SUITE 202 FALMOUTH MA 02540 TRUSTEE 1.00 0 0 0 MATTHEW WATERBURY 220 MAIN STREET SUITE 202 FALMOUTH MA 02540 TRUSTEE 1.00 0 0 0 NONE 0 FIDUCIARY TRUST PO BOX 55806 BOSTON MA 02205 INVESTMENT MGMT 64423 0 0 31453901 724386 15459421 47637708 0 0 47637708 714566 46923142 2346157 2346157 39528 39528 2306629 0 2306629 0 2306629 1799289 0 1799289 2306629 1743411 0 0 1799289 1743411 0 0 55878 0 0 0 0 0 0 0 0 2250751 0 0 0 X THE 300 COMMITTEE LAND TRUST 157 LOCUST STREET FALMOUTH MA 02540 PC UNRESTRICTED 50000 BELONGING TO EACH OTHER INC PO BOX 343 FALMOUTH MA 02541 PC UNRESTRICTED 5000 BUZZARDS BAY COALITION 114 FRONT STREET NEW BEDFORD MA 02740 PC UNRESTRICTED 35000 CAPE COD CHILDRENS PLACE PO BOX 1935 N EASTHAM MA 02651 PC UNRESTRICTED 15000 CAPE COD POTTERS INC 110 LOOKOUT ROAD YARMOUTH PORT MA 02675 PC UNRESTRICTED 5775 CAPE COD HEALTHCARE FOUNDATION INC VISITING NURSE ASSOCIATION PO BOX 370 HYANNIS MA 02601 PC ALLOCATED TO THE VISITING NURSE ASSOCIATION 90000 CAPE COD HEALTHCARE FOUNDATION PO BOX 370 HYANNIS MA 02601 PC UNRESTRICTED 180000 CAPE COD YOUNG MEN'S CHRISTIAN ASSOCIATION INC 2245 LYANNOUGH ROAD WEST BARNSTABLE MA 02668 PC UNRESTRICTED 100000 CHILDREN'S SCHOOL OF SCIENCE INC PO BOX 522 WOODS HOLE MA 02543 PC UNRESTRICTED 4000 CHURCH OF THE MESSIAH 16 CHURCH ST WOODS HOLE MA 02543 PC UNRESTRICTED 20000 COMMUNITY HEALTH CENTER OF CAPE COD 107 COMMERCIAL STREET MASHPEE MA 02649 PC UNRESTRICTED 188000 THE COALITION FOR CHILDREN INC 340 TEATICKET HIGHWAY FALMOUTH MA 02540 PC UNRESTRICTED 9000 DUFFY HEALTH CENTER 105 PARK STREET HYANNIS MA 02601 PC UNRESTRICTED 22000 FALMOUTH EDUCATION FOUNDATION INC PO BOX 1061 FALMOUTH MA 02541 PC UNRESTRICTED 30000 FALMOUTH HISTORICAL SOCIETY PO BOX 174 FALMOUTH MA 02541 PC UNRESTRICTED 25000 FALMOUTH HOUSING CORPORATION 704 MAIN STREET SUITE D FALMOUTH MA 02540 PC UNRESTRICTED 70000 FALMOUTH HOUSING TRUST PO BOX 465 FALMOUTH MA 02541 PC UNRESTRICTED 25000 FALMOUTH SERVICE CENTER INC 611 GIFFORD ST FALMOUTH MA 02540 PC UNRESTRICTED 35000 FALMOUTH VOLUNTEERS IN PUBLIC SCHOOLS INC 874 GIFFORD ST FALMOUTH MA 02540 PC UNRESTRICTED 5500 FARMING FALMOUTH INC PO BOX 2322 TEATICKET MA 02536 PC UNRESTRICTED 3000 FRIENDS OF FAIRWINDS P O BOX 37 TEATICKET MA 02536 PC UNRESTRICTED 2500 FRIENDS OF NOBSKA LIGHT PO BOX 183 FALMOUTH MA 02541 PC UNRESTRICTED 10000 FRIENDS OF MBL 7 MBL STREET WOODS HOLE MA 02543 PC UNRESTRICTED 2500 GOSNOLD INC 200 TER HUEN DRIVE FALMOUTH MA 02540 PC UNRESTRICTED 40000 HISTORIC HIGHFIELD INC PO BOX 494 FALMOUTH MA 02541 PC UNRESTRICTED 8000 MARINE BIOLOGICAL LABORATORY 7 MBL STREET WOODS HOLE MA 02543 PC UNRESTRICTED 200000 NEIGHBORHOOD FALMOUTH PO BOX 435 FALMOUTH MA 02541 PC UNRESTRICTED 14000 PENIKESE ISLAND SCHOOL PO BOX 161 WOODS HOLE MA 02543 PC SCHOOL FOR MARINE SCIENCE AND TECHNOLOGY 10000 THE SAMARITANS OF CAPE COD AND THE ISLANDS PO BOX 65 FALMOUTH MA 02541 PC UNRESTRICTED 10000 UMASS DARTMOUTH 706 SOUTH RODNEY FRENCH BLVD NEW BEDFORD MA 02744 PC UNRESTRICTED 6000 WGBH EDUCATIONAL FOUNDATION CAPE & ISLAND NPR - WCAI PO BOX 82 WOODS HOLE MA 02541 PC UNRESTRICTED 30000 WOODS HOLE COMMUNITY ASSOCIATION PO BOX 327 WOODS HOLE MA 02543 PC UNRESTRICTED 4000 WOODS HOLE FILM FESTIVAL PO BOX 624 WOODS HOLE MA 02543 PC UNRESTRICTED 14000 WOODS HOLE OCEANOGRAPHIC INSTITUTION 266 WOODS HOLE RD WOODS HOLE MA 02543 PC UNRESTRICTED 450000 WOODS HOLE PUBLIC LIBRARY PO BOX 185 WOODS HOLE MA 02543 PC UNRESTRICTED 23250 WOODWELL CLIMATE RESEARCH CENTER INC 149 WOODS WHOLE ROAD WOODS HOLE MA 02543 PC UNRESTRICTED 40000 1781525 0 14 11052 14 1419345 01 204138 18 593165 REFUND OF 2022 FORM 990-PF 0 20000 0 REFUND OF 2022 FORM 990-PF 0 327 0 FIDELITY - CLOSED ACCOUNT 0 15 0 0 2248042 0 2248042 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 27100 13550 0 13550 POLARIS CAPITAL MANAGEMENT 11110217 13663778 FIDUCIARY TRUST COMPANY 8134869 13197201 TOTAL WORLD STOCK 76893 145281 COMMODITY STRATEGY ADMIRAL AT COST 261103 249337 CONSUMER STAPLES INDEX ADMIRAL AT COST 410042 436984 VANGUARD DIV. GROWTH FUND AT COST 1010092 1016427 EMERGING MARKETS STOCK INDEX ADMIRAL AT COST 112096 95655 FINANCIALS INDEX FUND AT COST 500000 500085 GROWTH INDEX FUND ADMIRAL AT COST 980261 1745160 HIGH-YIELD CORP FUND ADMIRAL AT COST 200985 185980 INFORMATION TECH INDEX ADMIRAL AT COST 886660 1415197 MID CAP INDEX FUND ADMIRAL AT COST 277721 455368 SMALL-CAP INDEX FUND ADMIRAL AT COST 310264 388874 TOTAL STOCK MARKET INDEX ADMIRAL AT COST 1481741 2005167 VALUE INDEX FUND ADMIRAL AT COST 923262 992711 BROKERAGE SERVICES - MURUAL FUND AT COST 2468927 3153145 THRIFT INVESTORS, LP 200000 200000 602022 MISC EXPENSES 133 0 0 0 A.W. JONES ASSOCIATES LP - FINAL DISTRIBUTION 204138 0 REFUND OF 2022 FORM 990-PF 20000 0 0 REFUND OF 2022 FORM 990-PF 327 0 0 FIDELITY - CLOSED ACCOUNT 15 0 0 FIDUCIARY TRUST 64423 490 0 0 TD BANK IMMA FEES 105 105 0 0 MACKEY & FOSTER PA 8427 4214 0 4214 U.S. TREASURY - 2022 FORM 4720 1200 0 0 0 U.S. TREASURY - 2022 FORM 4720 PENALTY/INTEREST 404 0 0 0 COMMONWEALTH OF MA - ESTIMATED TAX PAYMENT 1500 0 0 0 COMMONWEALTH OF MA - 2023 MA FORM 990-T-62 1115 0 0 0 COMMONWEALTH OF MA - UNDERPAYMENT 990-T-62 218 0 0 0 MASSACHUSETTS DEPARTMENT OF REVENUE -2022 FORM PC 250 0 0 0 FOREIGN TAXES - POLARIS CAPITAL MANAGEMENT 0 29473 0 0 FOREIGN TAXES - FIDUCIARY TRUST COMPANY 0 6248 0 0 FOREIGN TAXES - THRIFT INVESTORS, LP 0 461 0 0