2025-11-11T09:38:29-06:00 2024-12-31 043101268 Joseph T Barinelli CPA 40 Grove Street STE 380 Wellesley MA 02482 990PF 2024-01-01 846863123 MINER-NAGY FAMILY FOUNDATION MINE 6176429831 2 HEMLOCK RD CAMBRIDGE MA 02138 RICHARD A MINER TRUSTEE 6176429831 2025-11-08 1 0 Joseph T Barinelli CPA P01206303 7812399696 X 2024 2025-03-06 01:10:19Z X 5520791 X X 10 10 140224 140224 264614 1485988 264614 404848 404848 0 0 0 4750 2750 2000 36405 36405 0 489 489 0 70 0 70 41714 39644 2070 275000 275000 316714 39644 277070 88134 365204 307259 208432 208432 95264 98638 80008 3164053 3421513 4302495 612964 624240 594574 389863 318952 335282 4569403 4671775 5520791 0 0 X 0 0 0 0 4569403 4671775 4569403 4671775 4569403 4671775 4569403 88134 14238 4671775 0 4671775 PUBLICALY TRADED SECURITIES P 1443646 1221374 222272 222272 Capital Gains Dividends P 42342 42342 42342 264614 5076 0 5076 0 5076 5238 0 0 0 5238 0 162 162 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A RICHARD MINER AND CORINNE NAGY 6176429831 2 HEMLOCK ST CAMBRIDGE MA 02138 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RICHARD A MINER 2 HEMLOCK RD CAMBRIDGE MA 02138 TRUSTEE 1.00 0 0 0 CORINNE G NAGY 2 HEMLOCK RD CAMBRIDGE MA 02138 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 5178349 323402 0 5501751 0 0 5501751 82526 5419225 270961 270961 5076 5076 265885 0 265885 0 265885 277070 0 277070 265885 213676 0 0 277070 213676 0 0 63394 0 0 0 0 0 0 0 0 202491 0 0 0 X MAINE COAST HERTIAGE TRUST 1 BOWDOIN MILL ISLAND ST TOPSHAM ME 04086 N/A PUBLIC CHARITY SUPPORT 100000 BB&N BRIGHT BOLD NEXT 80 GERRYS LANDING ROAD CAMBRIDGE MA 02138 N/A PUBLIC CHARITY SUPPORTSUPPORT 175000 275000 0 14 10 14 140224 14 18 264614 0 404848 0 404848 0 0 0 0 0 0 0 0 0 0 ACCOUNTING & TAX PREPARATION 4750 2750 2000 ASSET BACKED FIXED INCOME SECURITIES 133327 125034 CITIGROUP INC BOND PERPETUAL 7082 7003 MET LIFE BOND PERPETUAL 7276 6873 TEVA PHARMACEUTICAL FIN NETH NOTE 6612 6726 NAVIENT CORP MTN 8678 8821 STARWOOD PPTY TR SER B 2003 1999 FORD MTR CO DEL NOTE 6098 6446 AECOM NOTE 8264 7923 NUSTAR LOGISTICS LP NOTE 7238 6949 ENCOMPASS HEALTH CORP NOTE 8090 7719 SILIGEN HLDGS INC SER B 8077 7635 LAMAR MEDIA CORP SER B 7233 6725 CROWN AMERICAS SER B 6717 6923 TWILIO INC NOTE 7927 7357 ENERGY TRANSFER OPERATING LP 7723 7025 PENSKE AUTROMOTIVE GRP INC 8021 7270 KB HOME NOTE 7353 6599 HASBRO CORP 9817 9396 CENTENE CORP DEL SER B 7276 6620 BALL CORP 10866 9413 DELL INTL/EMC CORP 7141 5927 BOEING CO NOTE 7609 5808 CVS HEALTH 8225 5881 BK OF AMERICA CORP 9649 7368 VERIZON COMM INC 9008 6360 WALMART INC NOTE 9614 6184 CELANESE US HLDGS NOTE 5980 6211 AMERICAN TOWER CORP NOTE 6178 6181 SM ENERGY CO NOTE 10106 9988 SBA COMM SER B NOTE 9636 9573 CHENIERE ENERGY PRTN SER B 6140 6777 MORGAN STANLEY MNT CALL 6962 6813 CCO HLDGS SER B NOTE 7755 7741 SLM CORP NOTE 6166 6678 METHANEX CORP NOTE 6595 6851 TENET HEALTH SER B 6857 6856 CROWN CASTLE NOTE 7569 6774 ENLINK MIDSTREAM LLC NOT 6455 7000 US BANCORP SER CC 7036 7158 ATI INC NOTE 8029 7621 WELLS FARGO BOND PERPETUAL 6943 6987 WALGREENS BOOTS NOTE 6656 6776 CAMPBELL SOUP CO NOTE 6645 7019 OCCIDENTAL PETE CORP SER B 6737 6641 TRUST FINL SER G 6022 6109 PNC FINANCIAL SERVICES GRP 6857 7066 VF CORP NOTE 6494 6556 MARRIOTT OWNERSHIP RESORTS SER B 6776 6727 ONEMAIN FIN CORP NOTE 7146 7087 M/I HOMES SER B NOTE 6788 6762 ELANCO ANIMAL HEALTH SER B NOTE 10383 10138 MGM RESORTS INTL NOTE 6630 6703 STEELCASE INC NOTE 6665 6718 HILLENBRAND INC NOTE 7058 6995 ALLY FINL INC NOTE 7340 7257 EXPAND ENERGY CORP NOTE 7610 7823 ADVANCED AUTO PARTS SER B 10770 10697 VITAL ENERGY INC NOTE 6540 6326 SEAGATE HDD CAYMAN SER B 7295 7203 UNITED RENTALS INC NOTE 7139 6253 L3HARRIS TECH NOTE 6941 7004 AIR LEASE CORP SER A NOTE 7084 6916 KYNDRYL HLDGS INC SER B 7066 6937 GLP CAP LP FING INC NOTE 7028 6852 SALLY HLDGS LLN NOTE 7203 7012 MURPHY OIL CORP NOTE 7032 6725 M & T BANK CORP MTN NOTE 7116 7176 BOEING CO NOTE 1888 1903 ESHARES GLOBAL ENTREPRENEURS INST CL 150050 114208 JANUS HENDERSON GLOB TECH 200000 220208 JANUS HENDERSON BALANCED 306938 343238 AXIS CAP HLDGS LTD 11804 21269 WHITE MOUNTAINS INSURANCE GROUP 17649 33066 ITURAN LOCATION & CONTROL ILSP 3437 6230 ACI WORLDWIDE INC 5498 8825 AIR TRANSPORT SERVICES GRP INC 13567 10550 ALIGHT INC CPM 11559 8366 ADVANCED AUTO PARTS 10541 6904 ARGAN INC 5578 14663 ARMSTRONG WORLD INDS 7029 10882 ATKORE INTL GROUP INC 13447 13602 CANNAE HLDGS INC 26935 15054 EPLUS INC 6284 8718 EVOLUTION PETE CORP 2703 2798 FS KKR CAP CORP 7975 8036 GENWORTH FINL INC CL A 8085 16370 INGLES MARKETS INC 9546 11728 MSC INDUSTRIAL DIRECT CO 4261 4407 MCGRATH RENT CORP 16093 22923 MURPHY USA INC 6599 26091 NCR VOYIX 7744 5882 PARK AEROSPACE CORP 6110 6929 PATTERSON COS INC 5285 5462 SM ENERGY CO 10838 11202 SOUTHWEST GAS HLDGS INC 9962 10889 TRIMAS CORP 7022 6738 UNIFIRST CORP 23000 19162 VIAD CORP 8919 11818 AON PLC CL A 51403 67881 AERCAP HLDGS NV 30598 54836 ALPHABET INC 46829 87602 AMAZON INC 87862 136461 CAPITAL ONE FNCL CORP 27513 44402 COMCAST CORP 68507 54644 META PLATFORMS INC CL A 25285 84313 GENERAL VERONA INC 13925 30919 HILTON WORLDWIDE 15002 29412 LIBERTY BROADBAND SER C 55358 27736 MICROSOFT CORP 35481 63647 PROSUS NV ADR 39630 45941 SANFRAN SA UNSPON ADR 18372 28558 UNITED HEALTH GROUP 42280 54633 VISA INC NOTE 25233 35396 WELLS FARGO CO NEW 18263 32240 WOODWARD INC 26368 34615 CHUBB LTD COM 18826 36195 ABBOT LABORATORIES 25485 28843 ABBVIE INC 30661 58463 APPLE INC 29532 70118 BK OF AMERICA CORP 33050 51685 BRISTOL MYERES SQUIB CO 33331 31504 CHEVERON CORP NEW 40136 62426 CISCO SYSTEMS INC 35453 47479 EMERSON ELECTRIC CO 22986 42136 GENERAL MILLS INC 17545 18621 HONEYWELL INT'L INC 37371 46082 JP MORGAN CHASE 33864 74550 JOHNSON & JOHNSON 27490 26466 KINDER MORGAN INC 18096 39127 LOCKHEED MARTIN CORP 38703 50052 M & T BANK CORP 17868 27261 MCDONALDS CORP 28508 41164 MERCK & CO INC 24945 32729 MICROSOFT CORP 30683 62382 NORFOLK SOUTHERN CORP 38388 44593 NUCOR CORP 22136 45750 PNC FINANCIAL SERVICES GRP 23479 35099 PPL CORP 35448 43756 PEPSICO INC 22790 26002 PFIZER INC 19712 14910 PROCTOR & GAMBLE 21850 29339 QUALCOMM INC 33957 46700 WALMART INC 29239 60986 WASTE MANAGEMENT INC 24778 45605 WP CAREY INC 21232 18305 ASBURY AUTOMOTIVE 4733 6805 EVERTEC INC 12683 12776 KELLY SERVICES INC 3822 2579 RADIAN GROUP INC 5210 8438 SUMMIT MALTS INC 13801 22163 VONTIER CORP 7911 10795 YELP INC 7379 8901 BARON HEALTCARE FUND 50000 52252 ELEVANCE HEALTH INC 29387 26561 CONOCO PHILIPS 90959 86080 SHELL PLC 47707 54819 DEERE & CO 24461 29235 TE CONNECTIVITY 24289 27736 DELEK US HLDGS 12594 8621 EMBECTA CORP 7071 7372 NORTHWESTERN ENERGY GROPP 13255 12510 DNOW INC 2515 3526 TALEN ENERGY CORP 12336 25990 TRIP ADVISOR INC 8576 6912 CORECIVIC INC COM 14277 29045 GEO GROUP INC 9428 24930 BAYER AG 55376 26235 CHARTER COMMUNICATION 13803 15767 SAP ADR REP 1 ORD 31625 56382 TAIWAN SEMI CONDUCTOR 24687 51545 EOG RESOURCES 18815 20716 LOWES COMPANIES 29784 37020 MONDELEZ INTL INC 30484 27834 ASSURED GUARANTY LTD CON 6204 7111 DOLE PLC COMMON 11281 10168 NOMAD FOODS LTD 10931 9934 INMODE LTD COM 3179 2973 BLUELINX HLDGS COM 1547 1532 BRADY CORP 3130 3988 ENOVIS CORP 10708 10312 GXO LOGISTICS INC 3557 3611 HOWARD HUGHES HOLDGS INC 3340 3231 HUB GROUP INC 6574 6595 ISPERITY INC 7248 7053 JANUS INTERNATIONAL FROUP 6714 4873 OPENLANE INC COM 13153 15217 LGI HOMES INC 10533 9387 TXNM ENERGY INC COM 10125 12047 P10 INC COM 8023 12080 PAPA JOHN INTL INC 10182 8830 PRICESMART INC 6944 6821 PROGYNY INC COM 7039 8487 REPAY HLDGS CORP COM 7789 7416 UNITED PARKS & RESORTS 13680 14048 WARRIOR MET COAL COM 5755 5478 ALCOA CORP COM 29598 29771 HUMANA INC 51321 38818 LONDON STOCK EXCHANGE GRP 29519 31835 WORKDAY INC COM 61745 66830 DISCOVER FINL SERVICES 9266 12992 HERSHEY CO COM 14234 12024 NESTLE ADR 35118 27288 SCHWAB CHARLES CORP COM 26199 30418 82960 68188 15678 11820 TFG GODDARD MEMORIAL DR REIT AT COST 42233 50000 TFG ONE DULLES CORRIDOR REIT AT COST 44823 50000 TFG STERLING DR REIT AT COST 25000 25000 TFG ATLAS REIT AT COST 48125 50000 TFG DARTMOUTH REIT AT COST 49838 50000 TRITOWER FINANCIAL LLC AT COST 98651 100000 MSILF TREASURY INST AT COST 10282 10282 MA PC ANNUAL FILIG FEES 70 0 70 COST BASIS ADJUSTMENT 14238 INVESTMENT ADVISORY FEES 36405 36405 0 FOREIGN TAX ON INVESTMENT INCOME 489 489 0