2025-06-12T10:32:37-07:00 2024-12-31 813123141 Kushi & Co PC 21 Henry Ave Pittsfield MA 01201 990PF 2024-01-01 266402417 JAMES T POWERS TESTAMENTARY TRUST UW DTD 08604 JAME 4134425838 102 MOUNTAINVIEW DR PITTSFIELD MA 01201 GLYNIS MAC VEETY Trustee 2025-06-12 true true RAYMOND T KUSHI JR P00234045 4134434731 2024 2025-03-06 01:10:19Z X 526742 X X 1990 1990 1990 11956 11956 11956 28418 115038 28418 42364 42364 13946 4083 4083 2477 2327 150 6560 2327 4233 21550 21550 28110 2327 25783 14254 40037 13946 9637 56467 56467 422641 390066 470275 1 432279 446533 526742 0 X 432279 446533 432279 446533 432279 446533 432279 14254 446533 446533 25.0 SPDR S & P 500 ETF P 2016-02-11 2024-03-13 12892 4573 8319 8319 10.0 SPDR S & P 500 ETF P 2016-02-11 2024-06-06 5341 1829 3512 3512 10.0 SPDR S & P 500 ETF P 2016-02-11 2024-07-22 5550 1828 3722 3722 103.0 ISHARES 3-7 YR TREAS BOND P 2017-02-11 2024-08-07 12165 12622 -457 -457 10.0 SPDR S & P 500 ETF P 2014-01-23 2024-08-07 5210 1827 3383 3383 61.658 LOOMIS INVT GRD P 2023-05-26 2024-04-29 593 594 -1 -1 30000.000 COMERICA BK P 2023-05-19 2024-05-24 30000 30000 1760.000 FT CBOE LGCP P 2023-05-23 2024-08-23 20384 18005 2379 2379 1292.154 LOOMIS INVT GRD P 2022-03-28 2024-04-29 12417 15342 -2925 -2925 Berk Bank L/T CAP GAINS P 2020-01-01 2024-12-31 1030 1030 1030 JjANNEY MONTGOMERY SCOTT L/T GAINS P 2020-01-01 2024-12-31 9456 9456 9456 28418 -1 557 557 557 309 309 248 0 false false false false false false false false true MA true false false false false true N/A GLYNIS MAC VEETY TRUSTEE 4134425838 102 MOUNTAINVIEW DRIVE PITTSFIELD MA 01201 false false false false false false false false false false false false false false false false false false false false false false GLYNIS MAC VEETY 102 MOUNTAINVIEW DR PITTSFIELD MA 01201 Trustee 0.00 0 NONE NONE 0 0 0 0 0 0 0 0 0 557 557 557 557 0 25783 25783 0 16844 4035 61107 44838 28785 155609 25783 0 25783 181392 0 16844 164548 4035 61107 44838 28785 25783 X ST MARK CHURCH 400 WEST STREET PITTSFIELD MA 01201 NONE PUBLIC PROGRAM 100 BERKSHIRE HUMANE SOCIETY 214 BARKER ROAD PITTSFIELD MA 01201 NONE PUBLIC PROGRAM 1000 HOSPICE CARE IN THE BERKSHIRES 877 SOUTH STREET PITTSFIELD MA 01201 NONE PUBLIC PROGRAM 1000 18 DEGREES 480 WEST STREET PITTSFIELD MA 01201 NONE PUBLIC PROGRAM 1000 MAKE A WISH FOUNDATION 1 BULLFINCH PLACE 2ND FLOOR BOSTON MA 02114 NONE PUBLIC PROGRAM 1000 KIDS PLACE BERKSHIRE COUNTY 877 SOUTH STREET PITTSFIELD MA 01201 NONE PUBLIC PROGRAM 1000 BOYS GIRLS CLUB PITTSFIELD 16 MELVILLE STREET PITTSFIELD MA 01201 NONE PUBLIC PROGRAM 2000 EAGLE SANTA FUND SCHOLARSHIP 75 SOUTH CHURCH STREET PITTSFIELD MA 01201 NONE PUBLIC PROGRAM 1000 SALVATION ARMY 300 WEST STREET PITTSFIELD MA 01201 NONE PUBLIC PROGRAM 1000 SERVICE NET 141 NORTH STREET PITTSFIELD MA 01201 NONE PUBLIC PROGRAM 1000 ST AGNES ACADEMY 400 COLUMBUS AVE PITTSFIELD MA 01201 NONE PUBLIC PROGRAM 8650 PITTSFIELD LITTLE LEAGUE C/O DARREN LEE PITTSFIELD MA 01201 NONE PUBLIC PROGRAM 300 KATERENA CASTAGNA 52 ALLENGATE AVE PITTSFIELD MA 01201 NONE I SCHOLARSHIP 1000 DONALD CORBETT 75 CONCORD PARKWAY PITTSFIELD MA 01201 NONE I SCHOLARSHIP 1000 RILEY LAURANT 66 CURTIS TERRACE PITTSFIELD MA 01201 NONE I SCHOLARSHIP 500 21550 14 1990 14 11956 28418 FEDERAL TAX REFUND MASS STATE LOTTERY 13946 28418 42364 false false false false false false false false false false ACCOUNTING FEES 150 0 0 150 INVESTMENT FEES 2327 2327 0 0 LEGAL FEES 4083 0 0 4083