2025-10-22T07:01:22-05:00 2024-12-31 041309690 FIDUCIARY TRUST COMPANY PO BOX 55806 BOSTON MA 022055806 990PF 2024-01-01 043534717 CHRISTOPHER & PATRICIA HIGGINS ARNOLD HIGG 6174825270 PO BOX 55806 BOSTON MA 022055806 PATRICIA H ARNOLD TRUSTEE 6174825270 2025-10-20 true false JOHN AVILA P00644833 6174825270 2025-10-20 2024 2025-03-06 01:10:19Z X 996814 182125 26479 26814 156279 684166 156317 0 364883 183131 0 0 0 0 0 0 4626 4626 0 0 1500 487 0 0 0 0 0 0 0 1233 1233 7359 5113 0 1233 30100 30100 37459 5113 0 31333 327424 178018 0 6557 12382 12382 49636 25394 25394 0 0 0 359840 372354 411589 223437 523913 547449 639470 934043 996814 0 X 639470 934043 639470 934043 639470 934043 639470 327424 0 966894 32851 934043 163.3 AQR EMERGING MULTI-STYLE II - CL I 2024-05-21 2024-08-22 1769 1755 14 14 557.829 AQR SMALL CAP MULTI-STYLE L 2024-01-12 9316 8349 967 967 38.031 AQR SMALL CAP MULTI-STYLE L 2022-09-08 2024-08-22 705 575 130 130 64.477 MEDALIST PARTNERS SHORT DURATION FUND 2023-08-08 2024-08-22 610 599 11 11 160.218 MEDALIST PARTNERS MBS TOTAL RETURN FUND 2024-08-22 1351 1688 -337 -337 200.51 ARISTOTLE INTERNATIONAL EQUITY FD - I-2 2024-05-02 2024-08-22 2863 2675 188 188 399.449 BAIRD INTERMEDIATE BD -INSTL 2024-08-22 4186 4337 -151 -151 97.434 CAUSEWAY INTERNATIONAL VALUE INSTL 2024-01-12 2024-08-22 2091 1885 206 206 205.036 DIAMOND HILL SHORT DURATION SECURITIZED 2024-05-02 2024-08-22 2040 1999 41 41 86.158 FIDELITY 500 INDEX FUND 2024-08-22 16695 16141 554 554 54.973 FIDELITY ADVISOR EMERGING MKTS FUND - Z 2024-05-21 2024-08-22 1719 1753 -34 -34 1483.132 SEAFARER OVERSEAS GROWTH & INC FD 2023-08-08 2024-05-21 18702 18139 563 563 1089.114 SEAFARER OVERSEAS GROWTH & INC FD 2024-05-21 13734 15099 -1365 -1365 118. FT ENERGY INC PARTNERS STRATEGY ETF 2022-11-29 2024-08-22 2835 2424 411 411 647.353 GOEHRING & ROZENCWAJG RESOURCES - INST 2024-05-21 2024-08-15 8260 9788 -1528 -1528 136. INVESCO S&P 500 EQUAL WEIGHT 2023-08-08 2024-05-21 22801 20664 2137 2137 219. INVESCO S&P 500 EQUAL WEIGHT 2024-05-21 36716 29725 6991 6991 25. INVESCO KBW BANK ETF 2024-08-15 2024-08-22 1426 1411 15 15 195. ISHARES S&P 500 INDEX FUND 2024-05-21 104058 94011 10047 10047 215. ISHARES S&P 500 INDEX FUND 2024-05-21 114730 64027 50703 50703 161. ISHARES CORE S&P MID-CAP ETF 2024-05-21 9691 6966 2725 2725 24. ISHARES CORE S&P MID-CAP ETF 2018-04-13 2024-08-22 1456 904 552 552 48. ISHARES SHORT-TERM CORPORATE BOND ETF 2024-05-02 2024-08-15 2495 2443 52 52 306. ISHARES SHORT-TERM CORPORATE BOND ETF 2024-08-15 15904 16247 -343 -343 93. ISHARES SHORT-TERM CORPORATE BOND ETF 2023-08-08 2024-08-22 4849 4675 174 174 839. ISHARES SHORT-TERM CORPORATE BOND ETF 2023-08-08 2024-09-26 44118 42174 1944 1944 59. ISHARES CORE MSCI EAFE ETF 2023-08-08 2024-01-12 4131 3992 139 139 215. ISHARES CORE MSCI EAFE ETF 2023-08-08 2024-05-02 15611 14548 1063 1063 53. ISHARES CORE MSCI EAFE ETF 2024-08-15 2024-08-22 4008 3942 66 66 62. ISHARES CORE MSCI EAFE ETF 2023-08-08 2024-08-22 4688 4195 493 493 210.915 NEUBERGER BERMAN INT'L EQUITY INST'L 2021-12-29 2024-08-22 2974 3187 -213 -213 594. SCHWAB US DVD EQUITY ETF 2024-03-05 46340 42929 3411 3411 64. SCHWAB US DVD EQUITY ETF 2023-01-27 2024-03-05 4993 4903 90 90 419. VANGUARD FTSE DEVELOPED ETF 2024-05-02 20559 17515 3044 3044 211.092 VANGUARD 500 INDEX FUND ADMIRAL SHARES 2015-01-27 2024-01-12 93195 39548 53647 53647 44.928 VANGUARD 500 INDEX FUND ADMIRAL SHARES 2012-07-16 2024-05-02 21011 5609 15402 15402 143.017 VOYA SECURITIZED CREDIT FUND - I 2021-05-19 2024-08-22 1357 1393 -36 -36 44. WISDOMTREE US LARGE CAP FUND ETF 2024-05-21 2024-08-15 2541 2467 74 74 185. WISDOMTREE US LARGE CAP FUND ETF 2024-05-21 2024-08-22 10740 10372 368 368 99.918 APPLIED FINANCE EXPLORER - INS 2023-03-13 2024-01-12 1984 1652 332 332 66.193 APPLIED FINANCE EXPLORER - INS 2022-09-08 2024-08-22 1464 1144 320 320 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 CAPITAL GAIN DIVIDENDS P 3450 156317 2474 0 2474 0 2474 1247 0 4000 5247 0 2773 2500 273 false false false false false false false true true MA true false false false false true FIDUCIARY TRUST COMPANY 6174825270 53 STATE STREET BOSTON MA 02109 false false false false false false false false false false false false false false false false false false false false false CHRISTOPHER B ARNOLD PO BOX 1559 MATTAPOISETT MA 02739 TRUSTEE 1 0 PATRICIA H ARNOLD PO BOX 1559 MATTAPOISETT MA 02739 TRUSTEE 1 0 NONE 0 NONE 0 GRANTS ARE MADE FOR CHARITABLE PURPOSES 30100 918010 43662 0 961672 0 0 961672 14425 947247 47362 47362 2474 2474 44888 0 44888 0 44888 31333 0 0 0 0 31333 44888 0 0 0 10663 12342 4594 0 27599 31333 0 0 0 31333 0 13555 13555 14044 0 0 0 0 0 0 0 14044 0 9450 4594 0 0 NONE RICHARD OLNEY 53 STATE STREET BOSTON MA 02109 6174825270 MAY BE SUBMITTED IN ANY FORM WHICH INFORMS THE TRUSTEES AS TO THE EXACT STATUS OF THE APPLICANT AND REASON THE GRANT IS REQUESTED N/A GRANTS ARE TO CHARITABLE ORGANIZATIONS ONLY BANCROFT SCHOOL FUND 110 SHORE DRIVE WORCESTER MA 01605 N/A PC GENERAL PURPOSES 250 SOUTH COAST HEALTH SYSTEMS 151 PAGE STREET NEW BEDFORD MA 02740 N/A PC MEDICAL RESEARCH 1000 MATTAPOISETT LIBRARY TRUST 7 BARSTOW STREET MATTAPOISETT MA 02739 N/A PC ANNUAL FUND 250 HACKLEY SCHOOL 293 BENEDICT AVENUE TARRYTOWN NY 10591 N/A PC EDUCATIONAL PROGRAMS 500 THE POSSE FOUNDATION 45 FRANKLIN STREET BOSTON MA 02110 N/A PC JEFF UBEN POSSE FELLOWS / 500 WHEATON COLLEGE 26 E MAIN STREET NORTON MA 02766 N/A PC ANNUAL FUND 1500 SKIDMORE COLLEGE 815 N BROADWAY SARATOGA SPRINGS NY 12866 N/A PC EDUCATIONAL PROGRAMS 500 ALMA DEL MAR FOUNDATION 26 MADEIRA AVENUE NEW BEDFORD MA 02746 N/A PC GENERAL PURPOSES 2500 NEW BEDFORD ART MUSEUM 608 PLEASANT STREET NEW BEDFORD MA 02740 N/A PC ANNUAL FUND 250 THE ROTCH-DUFF-JONES HOUSE 396 COUNTY STREET NEW BEDFORD MA 02740 N/A PC GENERAL PURPOSES 300 OUR SISTERS SCHOOL 145 BROWNELL AVENUE NEW BEDFORD MA 02740 N/A PC GENERAL PURPOSES 500 SOUTH COAST COMMUNITY FOUNDATION 128 UNION ST SUITE 403 NEW BEDFORD MA 02740 N/A PC GENERAL PURPOSES 2500 MARION FOUNDATION 3 BARNABAS ROAD MARION MA 02738 N/A PC GENERAL PURPOSES 5250 MUHLENBERG COLLEGE 2400 CHEW STREET ALLENTOWN PA 18104 N/A PC GENERAL PURPOSES 500 NEMASKET GROUP 109 FAIRHAVEN ROAD MATTAPOISSETT MA 02739 N/A PC GENERAL PURPOSES 500 GARRISON FOREST ANNUAL FUND 300 GARRISON FOREST ROAD OWINGS MILLS MD 21117 N/A PC GENERAL PURPOSES 250 BUTTONWOOD PARK ZOO 425 HAWTHORN STREET NEW BEDFORD MA 02740 N/A PC GENERAL PURPOSES 250 FRIENDS OF HARVARD TENNIS 65 N HARVARD STREET BOSTON MA 02163 N/A PC GENERAL PURPOSES 750 NEW BEDFORD SYMPHONY ORCHESTRA 684 PURCHASE STREET NEW BEDFORD MA 02740 N/A PC GENERAL PURPOSE 300 WOMEN'S FUND SOUTHCOAST 65 WILLIAM STREET NEW BEDFORD MA 02740 N/A PC GENERAL PURPOSES 250 THAYER ACADEMY 745 WASHINGTON STREET BRAINTREE MA 02184 N/A PC GENERAL PURPOSES 2500 WESTCHESTER JEWISH COMMUNITY SERVICES 845 NORTH BROADWAY WHITE PLAINS NY 10603 N/A PC GENERAL PURPOSES 500 YWCA 20 S 6TH STREET NEW BEDFORD MA 02740 N/A PC GENERAL PURPOSES 500 THE BREAST CANCER ALLIANCE 48 MAPLE AVENUE GREENWICH CT 06830 NA PC GENERAL PURPOSES 250 TENACRE ANNUAL FUND PO BOX 632 PRINCETON NJ 085420632 N/A PC GENERAL PURPOSES 1500 YMCA OF SOUTHEASTERN MASS 128 UNION STREET SUITE 304 NEW BEDFORD MA 027407236 N/A PC GENERAL PURPOSES 500 DAMIEN'S PLACE 3065 CRANBERRY HWY EAST WAREHAM MA 02538 N/A PC GENERAL PURPOSES 250 MATTAPOISETT LAND TRUST 34 BARSTOW STREET MATTAPOISETT MA 02739 N/A PC GENERAL PURPOSES 500 HUMANE SOCIETY AND SHELTER 51 GROVE ST CHESTNUT HILL MA 02467 N/A PC GENERAL PURPOSES 250 BILL ROMPF TENNIS 6303 WATERFORD BLVD OKLAHOMA CITY OK 73118 N/A PC GENERAL PURPOSES 250 LOWN INSTITUTE 163 HIGHLAND AVE NEEDHAM HEIGHTS MA 02494 N/A PC GENERAL PURPOSES 250 MATTAPOISETTS HISTORICAL SOCIETY 5 CHURCH STBAPTIST STREET MATTAPOISETTS MA 027392618 N/A PC GENERAL PURPOSE 250 SCHOOL THE WORLD 109 STATE ST 403 BOSTON MA 02109 N/A PC GENERAL PURPOSE 250 THOROUGHBRED PLACEMENT 13130 MOLLY BERRY RD UPPER MARLBORO MD 20772 N/A PC GENERAL PURPOSES 500 TENACITY 38 EVERETT ST BOSTON MA 02134 N/A PC GENERAL PURPOSE 250 HAMILTON COLLEGE PARENTS FUND 3959 CAMPUS ROAD CLINTON NY 13323 N/A PC GENERAL PURPOSE 500 NEW BEDFORD WHALING MUSEUM 18 JOHNNY CAKE HILL NEW BEDFORD MA 02740 N/A PC GENERAL PURPOSE 500 NEW BEDFORD LIGHT 127 W RODNEY FRENCH BLVD NEW BEDFORD MA 02744 N/A PC GENERAL PURPOSE 1000 WINCHENDON SCHOOL 174 ASH ST WINCHENDON MA 01475 N/A PC GENERAL PURPOSE 500 MATTAPOISETTS COMMUNITY SAILING PO BOX 947 MATTAPOISETTS MA 02739 N/A PC GENERAL PURPOSE 500 30100 14 26479 0 18 156279 182758 182758 false false false false false false false false false false X X 1 THE MPD HIGGINS FOUNDATION C/O FIDUCIARY TRUST CO PO BOX 55806 BOSTON MA 022055806 182125 X X 1 VARIOUS MARKET SECURITIES 165767 2024-02-15 BOOK TO MARKET VALUE ADJUSTMENT 32851 TAX PREPARATION FEE 1145 0 1145 FILING FEE 35 0 35 NEW CHECKS 53 0 53 TRUSTEE FEES 4626 4626 FEDERAL TAXES 1500 0 0 FOREIGN TAXES 487 0