2025-11-17T16:38:58-06:00 2024-12-31 204004563 MARC A ELFMAN ESQ 33 BROAD STREET SUITE 600 BOSTON MA 02109 990PF 2024-08-01 992865230 FRANK AND SHEILA MAGULLION FOUNDATION INC FRAN 6175231691 33 BROAD STREET 600 BOSTON MA 02109 ARNOLD W HUNNEWELL JR TRUSTEE 6175231691 2025-11-17 1 0 P00044328 6172273400 2025-11-17 2024 2025-03-06 01:10:19Z X X 7419812 X 8176149 136215 136215 136215 468535 4506717 468535 17186 8780899 604750 153401 0 0 0 0 1524 0 0 0 1524 0 0 0 2000000 2000000 2001524 0 0 2000000 6779375 604750 153401 66022 66022 0 4225781 4457717 0 2724164 2671073 0 225000 225000 0 7240967 7419812 0 0 X 0 461592 0 0 0 6779375 0 7240967 0 7240967 0 6779375 461592 7240967 0 7240967 STIFEL - 72237516 ST A P 2024-08-01 2024-11-21 894420 877234 17186 17186 STIFEL - 72237516 LT F P 2023-05-20 2024-08-26 3612297 3160948 451349 451349 468535 17186 8406 0 8406 0 8406 0 0 6000 0 6000 220 2626 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 N/A ARNOLD W HUNNEWELL JR 6175231691 33 BROAD STREET SUITE 600 BOSTON MA 02109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ARNOLD W HUNNEWELL JR 155 GLEN STREET NATICK MA 01760 PRESIDENT 1.00 0 0 0 ARNOLD W HUNNEWELL JR 155 GLEN STREET NATICK MA 01760 TREASURER 1.00 0 0 0 ARNOLD W HUNNEWELL JR 155 GLEN STREET NATICK MA 01760 CLERK 1.00 0 0 0 ARNOLD W HUNNEWELL JR 155 GLEN STREET NATICK MA 01760 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 7181649 62296 0 7243945 0 0 7243945 108659 7135286 149548 149548 8406 8406 141142 0 141142 0 141142 2000000 0 2000000 141142 0 0 0 2000000 0 0 0 141142 1858858 0 0 1858858 0 0 0 0 0 0 0 1858858 1858858 2024-08-01 X THE NATURE CONSERVANCY 20 ASHBURTON PLACE SUITE 400 BOSTON MA 02108 NONE N/A UNRESTRICTED GIFT FOR ITS GENERAL PURPOSES 1000000 BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVENUE BOSTON MA 02115 NONE N/A UNRESTRICTED GIFT FOR ITS GENERAL PURPOSES 500000 THE DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON MA 02215 NONE N/A UNRESTRICTED GIFT FOR ITS GENERAL PURPOSES 500000 2000000 0 14 136215 14 468535 0 604750 0 604750 0 0 0 0 0 0 0 0 0 0 X X 1 SHEILA MAGULLION 33 BROAD STREET SUITE 600 BOSTON MA 02109 7863429 X 2 SHEILA MAGULLION 33 BROAD STREET SUITE 600 BOSTON MA 02109 312720 X 1 5,000 SHS ABBOTT LABS SR NOTE 4935 2024-08-01 1 500 SHS ALPHABET INC CL C 86224 2024-08-01 1 500 SHS AMAZON.COM INC 92034 2024-08-01 1 220 SHS APPLE INC 48038 2024-08-01 1 125 SHS APPLIED MATERIALS INC 24537 2024-08-01 1 100,000 SHS BAXTER INTL INC SR NOTE 95692 2024-08-01 1 375 SHS BELLRING BRANDS INC 19210 2024-08-01 1 325 SHS CVS HEALTH CORP 19510 2024-08-01 1 250 SHS CANADIAN PACIFIC KANSAS CITY LTD 20093 2024-08-01 1 220 SHS CHENIERE ENERGY INC NEW 39547 2024-08-01 1 525 SHS CIENA CORP NEW 26927 2024-08-01 1 1,000 SHS CISCO SYSTEMS INC 47390 2024-08-01 1 300 SHS CITIGROUP INC NEW 18984 2024-08-01 1 4,900 SHS COMSTOCK RESOURCES INC 44443 2024-08-01 1 75 SHS DEERE & CO 26843 2024-08-01 1 50,000 SHS DOW CHEMICAL BOND 56212 2024-08-01 1 40,000 SHS GOLDMAN SACHS GROUP INC 20005 2024-08-01 1 50,000 SHS HCA INC SR NOTE 49932 2024-08-01 1 115,000 SHS HARRIS CNTY TX MUD 96698 2024-08-01 1 250 SHS HARBOR INC 16253 2024-08-01 1 30,000 SHS ILLINOIS ST BAM B/E 30126 2024-08-01 1 30,000 SHS ILLINOIS ST SER B B/E 30170 2024-08-01 1 325 SHS IQVIA HOLDINGS INC 80717 2024-08-01 1 1,900 SHS ISHARES CORE US AGGREGATE BOND ETF 188518 2024-08-01 1 700 SHS ISHARES MSCI EAFE SMALL CAP ETF 44079 2024-08-01 1 2,500 SHS ISHARES CORE MSCI EAFE ETF 182050 2024-08-01 1 1,725 SHS ISHARES CORE MSCI EMERGING MARKETS ETF 91563 2024-08-01 1 800 SHS ISHARES MSCI MALAYSIA ETF NEW 18944 2024-08-01 1 450 SHS ISHARES MSCI JAPAN ETF NEW 30398 2024-08-01 1 4,100 SHS ISHARES 0-5 YR HIGH YIELD CORP 173758 2024-08-01 1 400 JPMORGAN CHASE & CO 83184 2024-08-01 1 100,000 SHS JPMORGAN CHASE & CO SUB NOTE 99816 2024-08-01 1 35,000 SHS JACKSON MS WTR & SWR SYS 35020 2024-08-01 1 125 SHS JOHNSON & JOHNSON 20095 2024-08-01 1 140 SHS LEIDOS HOLDINGS INC 20265 2024-08-01 1 125 SHS LULULEMON ATHLETICA INC 31131 2024-08-01 1 175 SHS MONSTER BEVERAGE CORP 8992 2024-08-01 1 250 SHS NVIDIA CORP 27303 2024-08-01 1 440 SHS ORACLE CORP 60504 2024-08-01 1 240 SHS QUANTA SVCS INC SR NOTE 61171 2024-08-01 1 100,000 SHS QUANTA SVCS INC SR NOTE 99125 2024-08-01 1 350 SHS RTX CORP 40859 2024-08-01 1 20 SHS REGENERON PHARMACEUTICALS INC 21863 2024-08-01 1 50,000 SHS SCIENCE APPLICATIONS INTL CORP NOTE 55225 2024-08-01 1 55,000 SOUTH CAROLINA ST PUB SVCS AUTH 55344 2024-08-01 1 20,000 SHS SOUTH CAROLINA ST PUB 20099 2024-08-01 1 25,000 SHS SUTH CAROLINA ST PUB SVC AUTH 25124 2024-08-01 1 300 SHS TARGET CORP 44106 2024-08-01 1 50,000 SHS UNITED TECHS CORP NOTE 53805 2024-08-01 1 100,000 SHS UNIVERSAL HLTH SVCS INC SR SECD NOTE 84962 2024-08-01 1 525 SHS VANGUARD SMALL CAP ETF 119579 2024-08-01 1 900 SHS VERIZON COMMUNICATIONS INC 36765 2024-08-01 1 175 SHS VISA INC CL A 46538 2024-08-01 1 5,000 SHS ZIMMER HLDGS INC 4936 2024-08-01 1 200 SHS CHUBB LTD 54390 2024-08-01 1 225 SHS FLEX LTD 6901 2024-08-01 1 30,000 SHS CALIFORNIA ST RFDG 34122 2024-08-01 1 40,000 SHS CENTRAL PUGET SOUND REGL TRAN 41779 2024-08-01 1 35,000 SHS DALLAS TX INDPT SCH DIST 39881 2024-08-01 1 40,000 SHS DISTRICT COLUMBIA SER A B/E 46220 2024-08-01 1 35,000 SHS FLORIDA ST BRD ED PUB ED 41321 2024-08-01 1 25,000 SHS INDIANA ST FIN AUTH WSTWTR 28533 2024-08-01 1 3,600 SHS ISHARES SELECT DIVIDEND ETF 446220 2024-08-01 1 2,994 ISHARES MSCI EAFE ETF 225508 2024-08-01 1 1,364 ISHARES CORE S&P SMALL CAP ETG 146862 2024-08-01 1 999 SHS ISHARES SHORT TERM NATIONAL MUNI BOND ETF 105434 2024-08-05 1 1,796 SHS ISHARES NATIONAL MUNI BOND ETF 194327 2024-08-05 1 40,000 SHS LAMAR TX CONS INDPT SCH DIST 46614 2024-08-05 1 25,000 SHS LOWER CO RIV AUTH TX TRNSMSN 28239 2024-08-05 1 25,000 MARYLAND ST DEPT TRANSN CONS 28267 2024-08-05 1 25,000 SHS MASSACHUSETTS ST DEV FIN AGY 25858 2024-08-05 1 40,000 NEW YORK NY FISCAL SER C B/E 44289 2024-08-05 1 40,000 NEW YORK NY CITY TRANSL FIN AUTH 46814 2024-08-05 1 40,000 SHS NEW YORK ST DORM AUTH PERS INCM TX 41942 2024-08-05 1 40,000 SHS NORTH CAROLINA ST LTD OBLIG 42300 2024-08-05 1 25,000 SHS ORANGE CNTY FL HLTH FACS 27829 2024-08-05 1 35,000 SHS OREGON ST ARTICLE XI Q ST 41261 2024-08-05 1 30,000 SHS PENNSYLVANIA ST TPK COMM 34063 2024-08-05 1 1,745 SHS PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 174849 2024-08-05 1 30,000 SHS SALT RIVER AZ PJ AGRIC 31536 2024-08-05 1 40,000 SHS SEATTLE WA MUN LT & PWR 43540 2024-08-05 1 40,000 SHS TRIBOROUGH BRDG & TUNL AUTH NY REV GEN 46251 2024-08-05 1 30,000 SHS UNIVERSITY CA REV GENL REGT BN B/E 35352 2024-08-05 1 30,000 SHS UNIVERSITY UT UNIV REV RFDG 31343 2024-08-05 1 3,165 SHS VANGUARD TOTAL INTL STOCK 183665 2024-08-05 1 4,175 VANGUARD HIGH DIVIDEND YIELD ETF 492233 2024-08-05 1 2,898 VANGUARD GROWTH ETF 988450 2024-08-05 1 40,000 SHS VIRGINIA ST PUB BLDG AUTH 42648 2024-08-05 1 40,000 WISCONSIN ST RFDG SER 3 B/E 42355 2024-08-05 1 14,403.301 SHS BLACKROCK HIGH YIELD MUN INSTL CL 133951 2024-08-05 1 22,640.170 SHS GOLDMAN SACHS EMERGING MARKETS EQUITY 192894 2024-08-05 1 6,064.823 SHS MFS INTL GROWTH CL I 289656 2024-08-07 1 2,026.960 SHS MFS VALUE CLI 103091 2024-08-07 1 333,000 SHS FIDLEITY INVT MONEY MARKET GOVT 333000 2024-08-30 200,000 HCA INC SR NOTE DUE 2/1/25 199929 200038 5,000 SHS ABBOTT LABS DUE 3/15/25 4919 4983 200,000 SHS ZIMMER HLDGS DUE 04/01/25 198307 199424 50,000 UNITED TECH NOTE DUE 08/01/28 52635 52760 50,000 DOW CHEMICAL CO BOND DUE 11/01/29 55146 54724 200,000 HASBRO INC DUE 11/01/29 192710 188082 100,000 BAXTER INTL INC DUE 4/1/30 95741 94488 150,000 REGENERON PHARM INC 126557 124904 200,000 QUEST DIAGNOSTICS DUE 06/30/31 178348 173550 200,000 QUANTA SVCS DUE 01/05/32 170712 165422 200,000 UNIVERSAL HEALTH DUE 01/15/32 171012 163742 100,000 SCIENCE APPLICATIONS DUE 07/01/31 110996 109262 200,000 ORACLE CORP DUE 11/09/32 219437 212078 100,000 WALT DISNEY DUE 03/15/33 113397 109899 100,000 LEIDOS INC DUE 07/01/33 101856 98369 200,000 WACHOVIA CORP DUE 08/01/35 205950 199934 150,000 WALT DISNEY DUE 12/15/35 167660 164864 1,900 ISHARES CORE US AGGREGATE BOND 188409 184110 4,000 ISHARES 0-5 HIGH YIELD 170443 170440 500 SHS ALPHABET INC 86548 95220 1,000 SHS AMAZON.COM 186262 219390 600 SHS APPLE INC 134957 150252 600 SHS APPLIED MATERIALS INC 109690 97578 800 SHS BELLRING BRANDS UBC 42963 60272 650 SHS CVS HEALTH 38749 29179 250 SHS CANADIAN PACIFIC KANSAS 20536 18093 450 SHS CHENIERE ENERGY INC 80865 96692 2,000 SHS CIENA CORP 61721 89051 2,000 SHS CISCO SYSTEMS 100610 118400 550 SHS CITIGROUP INC 34387 38715 6,000 SHS COMSTOCK RESOURCES INC 55986 109320 150 SHS DEERE & CO. 56221 63555 40 SHS GOLDMAN SACHS GROUP INC 20174 22905 950 SHS HASBRO INC. 66563 53115 700 SHS IQVIA HOLDINGS INC 158344 137557 400 SHS JPMORGAN CHASE & CO 84042 95884 250 SHS JOHNSON & JOHNSON 40002 36155 140 SHS LEIDOS HOLDINGS INC 20160 20168 800 SHS MONSTER BEVERAGE IRO 39103 42048 250 SHS NVIDIA CORP 28371 33573 440 SHS ORACLE CORP 60755 73322 240 SHS QUANTA SERVICES INC 61914 75852 350 HS RTX CORP 40959 40502 125 SHS REGENERON PHARMACEUTICLAS INC 131375 89041 300 SHS SKECHERS USA INC 18339 20172 600 SHS TARGET CORP 90008 81108 1,800 SHS VERIZON COMMUNICATIONS 77311 71982 325 SHS VISA INC 88384 102713 200 SHS CHUBB LTD 54803 55260 225 SHS FLEX LTD 7102 8638 1,350 SHS ISHARES MSCI CHILE ETF 34261 33804 2,100 SHS SHARES SELET DIVIDEND ETF 234302 275709 1,500 SHS MSCI EAFE 98850 91125 8,000 SHS ISHARES CORE MSCI EAFE ETF 611742 562240 3,700 SHS ISHARES CORE MSCI EMERGING 207503 193214 900 SHS ISHARES MSCI JAPAN ETF 62654 60390 3,165 SHS VANGUARD TOTAL INTL 177972 186513 4,175 SHS VANGUARD HIGH DIVIDEND 433188 532688 1,150 SHS VANGUARD SMALL CAP 268105 276322 225,000 FIDELITY INVT MONEY MARKET AT COST 225000 225000 CAPITAL STOCK 461592 FOREIGN TAX PAID 1524 0 0 0