2025-03-28T09:37:54-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990PF 2024-01-01 043493858 THE BETE FAMILY FOUNDATION BETE 4137737319 75 MEADOW WOOD DRIVE GREENFIELD MA 013011152 JONATHAN BETE TRUSTEE 4137737319 2025-03-16 1 0 ANDREW LATTIMER P00368790 6177170831 2025-03-16 2024 2025-03-06 01:10:19Z X 2239096 X X 8 8 46877 46877 231007 1113227 231007 650 650 278542 278542 0 0 0 3255 1628 1627 17032 17032 0 35 0 35 20322 18660 1662 106000 106000 126322 18660 107662 152220 259882 14964 14964 64377 24732 24732 1108154 1087728 1666441 335920 533247 532959 1508451 1660671 2239096 0 0 X 0 0 0 0 1508451 1660671 1508451 1660671 1508451 1660671 1508451 152220 0 1660671 0 1660671 PUBLICLY TRADED SECURITIES 1113227 882220 231007 231007 231007 3612 0 3612 0 3612 3424 0 0 0 3424 0 188 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A JONATHAN BETE 4137737319 75 MEADOW WOOD DRIVE GREENFIELD MA 013011152 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHANNING L BETE JR 75 MEADOW WOOD DRIVE GREENFIELD MA 013011152 TRUSTEE 1.00 0 0 0 MARIE P BETE 75 MEADOW WOOD DRIVE GREENFIELD MA 013011152 TRUSTEE 1.00 0 0 0 JENNIFER M MOSER 75 MEADOW WOOD DRIVE GREENFIELD MA 013011152 TRUSTEE 1.00 0 0 0 JONATHAN A BETE 75 MEADOW WOOD DRIVE GREENFIELD MA 013011152 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 2072573 72513 0 2145086 0 0 2145086 32176 2112910 105646 105646 3612 3612 102034 0 102034 0 102034 107662 0 107662 102034 0 0 14959 7073 534 29430 7268 59264 107662 0 0 0 102034 5628 0 0 64892 0 0 0 0 0 0 14959 49933 7073 534 29430 7268 5628 CHANNING L BETE JR MARIE P BETE BETE FAMILY FOUNDATION TRUSTEES 75 MEADOW WOOD DRIVE GREENFIELD MA 013011152 4137737319 CLBETE@CROCKER.COM PLEASE REQUEST THE BETE FAMILY FOUNDATION GRANT APPLICATION PROPOSALS SHOULD BE SUBMITTED BY APRIL 15 GRANTEES ARE LIMITED TO SECTION 501(C)(3) PUBLIC CHARITIES CENTER FOR NEW AMERICANS 90 FEDERAL STREET 2713 GREENFIELD MA 01301 PC TO AID PROGRAMS FOR IMMIGRANTS, REFUGEES, MIGRANTS, AND ASYLUM-SEEKERS IN WESTERN MASSACHUSETTS. 20000 CHILDREN'S ADVOCACY CENTER 56 WISDOM WAY GREENFIELD MA 01301 PC TO SUPPORT END OF CHILD ABUSE BY PROVIDING EDUCATION, SAFETY, HEALING AND JUSTICE. 20000 FRANKLIN COUNTY COMMUNITY MEALS PO BOX 172 GREENFIELD MA 01301 PC TO AID PROGRAMS THAT FEED OUR NEIGHBORS TO PURCHASE FOOD AND PROVIDE OUR REGULAR MEALS. 15000 HILLTOWN YOUTH PERFORMING ARTS 49 CONWAY STREET SHELBURNE FALLS MA 01070 PC TO SUPPORT SUMMER PERFORMING ARTS PROGRAM. 15000 MONTAGUE CATHOLIC SOCIAL MINISTRIES 78 AVENUE A TURNERS FALLS MA 01376 PC TO SUPPORT PROGRAMS THAT CREATE A SAFE, DIVERSE AND JUST FUTURE FOR THE PEOPLE OF FRANKLIN COUNTY. 15000 STONE SOUP CAFE 399 MAIN STREET GREENFIELD MA 01301 PC TO AID PROGRAMS THAT FEED OUR NEIGHBORS TO PURCHASE FOOD AND PROVIDE OUR REGULAR MEALS. 10000 STONELEIGH BURNHAM EQUESTRIAN CENTER 574 BERNARDSTON ROAD GREENFIELD MA 01301 PC TO HELP CHILDREN GAIN CONFIDENCE AND SKILLS THROUGH WORKING WITH AND TAKING CARE OF HORSES. 500 THE LITERACY PROJECT 15 BANK ROW GREENFIELD MA 01301 PC TO SUPPORT FREE CLASSES TO ADULTS IN BASIC SKILLS, HIGH SCHOOL EQUIVALENCY. 10000 DAKIN HUMANE SOCIETY 424 E 92ND STREET NEW YORK NY 10128 PC TO IMPROVE LIVES OF ANIMALS IN NEED; TO SERVE PEOPLE WHO LOVE THEM BY BOLSTERING THE HUMAN-ANIMAL BOND. 500 106000 0 14 8 14 46877 01 650 18 231007 0 278542 0 278542 0 0 0 0 0 0 0 0 0 0 ACCOUNTING/TAX SERVICES 3255 1628 1627 ISHARES TRUST IBONDS DEC 2028 TERM TREASURY ETF 97241 98763 ISHARES I BONDS DEC 2025 TERM TREASURY 21222 21338 ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 46288 46431 ISHARES IBONDS DEC 2026 TERM TREASURY ETF 124142 122809 ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 48109 48040 ISHARES IBONDS DEC 2027 TERM TREASURY ETF 93828 93493 ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 26922 26668 ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 18078 18673 ISHARES IBONDS DEC 2029 TERM TREASURY ETF 47442 46918 ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 9975 9826 ABBVIE 26901 34652 ADOBE SYSTEMS 13045 17343 ADVANCED MICRO DEVICES 12967 13649 ALPHABET 23687 60369 AMAZON 46504 84685 AMERICAN EXPRESS 21331 43628 APPLE 33848 87397 APPLIED MATERIALS 14859 33339 BANK OF AMERICA 19891 27425 BRISTOL-MYERS SQUIBB 34270 36198 BROADCOM 37378 57960 CBRE GROUP 17646 31641 CSX 15515 14844 CVS HEALTH 25094 14320 CATERPILLAR 15356 26481 CHUBB 12356 16578 CIGNA CORP 26378 20987 CISCO SYSTEMS 36619 41203 COCA-COLA 34128 35239 COMCAST 35222 29986 CONOCO PHILLIPS 10591 17851 COSTCO WHOLESALE 13697 34818 DELTA AIR LINES INC. 21787 32610 DIGITAL REALTY TRUST 15542 18088 EBAY INC. 15523 18213 EOG RESOURCES 9596 13606 EXXON MOBIL 25283 32271 GILEAD SCIENCES INC. 15918 23370 HOME DEPOT 21957 33453 HONEYWELL INTERNATIONAL 20185 22137 JPMORGAN CHASE 18567 36436 META PLATFORMS 47474 83728 METLIFE 20834 25874 MICROSOFT 24267 80085 MONDELEZ INTERNATIONAL 9161 7884 NRG ENERGY 6859 18856 NXP SEMICONDUCTORS 14630 12055 NEXTERA ENERGY 15138 17206 NVIDIA 30197 84066 OMEGA HEALTHCARE INVESTORS INC. 16736 15556 ORACLE 16981 32495 PROGRESSIVE CORP 23473 49599 PULTEGROUP 29382 50530 QUALCOMM, INC. 11361 10446 SALESFORCE 23104 27081 STEEL DYNAMICS 3957 11521 SYNCHRONY FINANCIAL CORP. 22734 30680 UNITED PARCEL SERVICE 25989 19546 UNITEDHEALTH GROUP 24320 38951 VISA 29490 39505 MASSACHUSETTS FILING FEES 35 0 35 SETTLEMENT INCOME 650 650 650 INVESTMENT FEES 17032 17032 0