2025-12-10T10:04:43-06:00 2025-09-30 042894876 RYAN & COSCIA PC 256 ESSEX STREET SALEM MA 01970 990PF 2024-10-01 046049997 HAROLD TN SMITH MEMORIAL FOUNDATION C/O RYAN & COSCIA PC HARO 9787441760 256 ESSEX STREET SALEM MA 01970 ELIZABETH SMITH TRUSTEE 9787441760 2025-12-01 0 0 ROBERT CONLEYCPA P00146086 9787441760 2025-12-01 2024 2025-03-06 01:10:19Z X 2005499 X X 13660 13660 16207 16207 77842 112103 77842 107709 107709 0 0 0 7625 7625 0 356 321 0 12275 10739 0 20256 18685 0 80350 80350 100606 18685 80350 7103 89024 3825 3825 3825 47388 58897 58897 1194893 1190487 1942777 1246106 1253209 2005499 0 0 X 568196 568196 0 0 677910 685013 1246106 1253209 1246106 1253209 1246106 7103 0 1253209 0 1253209 CAPITAL ONE FINANCIAL P 2023-01-01 2024-10-30 7000 7000 0 0 APPLE P 2023-01-01 2024-10-30 17497 3483 14014 14014 TAIWAN SEMICONDUCTOR P 2023-01-01 2024-10-30 34172 6728 27444 27444 BERKSHIRE HATHAWAY CL B P 2023-01-01 2024-10-30 11512 5350 6162 6162 TJX P 2023-01-01 2025-04-30 8763 3653 5110 5110 OMNICOM GROUP INC P 2023-01-01 2024-10-30 9626 8047 1579 1579 Capital Gains Dividends P 23533 23533 23533 77842 1237 0 1237 0 1237 246 0 2500 0 2746 X 13 1496 1496 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A ELIZABETH SMITH 8004888437 69 INDUSTRIAL AVE MIDDLEBURY VT 05753 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELIZABETH SMITH PO BOX 58 BRIDPORT VT 05734 TRUSTEE 5.00 0 0 0 WILLIAM LUNDREGAN 81 WASHINGTON STREET SALEM MA 01970 CLERK 1.00 0 0 0 VANCE M SMITH IV PO BOX 58 BRIDPORT VT 05734 TRUSTEE 1.00 0 0 0 RICHARD D HILL JR 19 HECKLE STREET WELLESLEY MA 024815218 TRUSTEE 1.00 0 0 0 BRIAN CRANNEY 62 ALDERBROOK DRIVE TOPSFIELD MA 01983 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1942124 56968 0 1999092 0 0 1999092 29986 1969106 98455 98455 1237 1237 97218 0 97218 0 97218 80350 0 80350 97218 0 0 19094 4425 23519 80350 0 0 0 80350 0 16868 16868 6651 0 0 0 0 0 0 0 6651 2226 4425 X BOYS AND GIRLS CLUB OF SALEM AVAILABLE ON REQUEST SALEM MA 01970 DONATION 5000 BRIDPORT FIRE & RESCUE AVAILABLE ON REQUEST SALEM MA 01970 DONATION 100 BUSTER BRUSH OLD GLORY AVAILABLE ON REQUEST SALEM MA 01970 DONATION 3500 CAMP SUNSHINE AVAILABLE ON REQUEST SALEM MA 01970 DONATION 2500 COAST GUARD FOUNDATION SCHOLARSHIP AVAILABLE ON REQUEST SALEM MA 01970 DONATION 10000 COMMUNITY SUPPER HOLIDAY DINNERS AVAILABLE ON REQUEST SALEM MA 01970 DONATION 2500 Addison County Home Health & Hospice AVAILABLE ON REQUEST SALEM MA 01970 DONATION 300 FRIENDS FOREVER AVAILABLE ON REQUEST SALEM MA 01970 DONATION 2500 HOME FOR LITTLE WANDERERS AVAILABLE ON REQUEST SALEM MA 01970 DONATION 2500 HOUSE OF SEVEN GABLES AVAILABLE ON REQUEST SALEM MA 01970 DONATION 2500 LAKE CHAMPLAIN MARITIME MUSEUM AVAILABLE ON REQUEST SALEM MA 01970 DONATION 1500 LEAP FOR EDUCATION AVAILABLE ON REQUEST SALEM MA 01970 DONATION 2500 LIFE BRIDGE AVAILABLE ON REQUEST SALEM MA 01970 DONATION 5000 LOWELL'S BOAT SHOP AVAILABLE ON REQUEST SALEM MA 01970 DONATION 2500 Fish Like Drew AVAILABLE ON REQUEST SALEM MA 01970 DONATION 50 MIDDLEBURY ROTARY FOUNDATION-Bill Gates Matching AVAILABLE ON REQUEST SALEM MA 01970 DONATION 2000 NEW ENGLAND SHELTER FOR HOMELESS VETS AVAILABLE ON REQUEST SALEM MA 01970 DONATION 2500 Mass General Brigham Salem Hospital AVAILABLE ON REQUEST SALEM MA 01970 DONATION 8000 PATHWAYS FOR CHILDREN AVAILABLE ON REQUEST SALEM MA 01970 DONATION 1500 PEABODY ESSEX MUSEUM AVAILABLE ON REQUEST SALEM MA 01970 DONATION 1500 PLUMMER YOUTH PROMISE AVAILABLE ON REQUEST SALEM MA 01970 DONATIONDONATION 2000 Friends of Football Boosters AVAILABLE ON REQUEST SALEM MA 01970 DONATION 500 Hands to Honduras AVAILABLE ON REQUEST SALEM MA 01970 DONATION 1000 Salem Rotary AVAILABLE ON REQUEST SALEM MA 01970 DONATION 5400 SALEM ROTARY SCHOLARSHIP FOUNDATION AVAILABLE ON REQUEST SALEM MA 01970 DONATION 10000 WINDRUSH FARM AVAILABLE ON REQUEST SALEM MA 01970 DONATION 500 YMCA OF THE NORTH SHORE AVAILABLE ON REQUEST SALEM MA 01970 DONATION 2500 80350 0 14 13660 14 16207 14 14 77842 0 0 107709 107709 3 ALL ACTIVITIES ARE USED SOLELY TO PROVIDE FUNDS 4 ALL ACTIVITIES ARE USED SOLELY TO PROVIDE FUNDS 7 ALL ACTIVITIES ARE USED SOLELY TO PROVIDE FUNDS 8 ALL ACTIVITIES ARE USED SOLELY TO PROVIDE FUNDS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7625 7625 0 FIDELITY CONTRA FUND AT COST 204966 588752 CABOT EQUITIES AT COST 985521 1354025 INVESTMENT FEES 10644 10644 0 OFFICE EXPENSE 1536 0 0 BANK FEES 95 95 0 STATE ATTORNEY GENERAL FILING FEE 35 0 0 FOREIGN TAXES WITHHELD 321 321 0