2025-06-23T04:26:03-05:00 2024-12-31 042106505 NUTTER MCCLENNEN & FISH LLP SEAPORT WEST 155 SEAPORT BLVD BOSTON MA 022102604 990PF 2024-01-01 041225270 GEORGE EDGAR CURTIS HOME FUND RICHARD J LAWTON ESQ CO-TRUSTEE GEOR 6174392498 NUTTER MCCLENNEN FISH PO BOX 514 BOSTON MA 02205 RICHARD J LAWTON ESQ TRUSTEE 6174392498 2025-06-03 1 1 P00567473 6174392503 2024 2025-03-06 01:10:19Z X 9300396 X X 30589 30589 173311 173311 347021 1337985 358705 550921 562605 33000 24750 8250 2561 1921 640 5500 4125 1375 64249 48187 16062 15112 13896 0 7345 0 7280 127767 92879 33607 363247 363247 491014 92879 396854 59907 469726 867 858 858 452826 669560 669560 544718 945650 942953 4094067 3588703 7049002 712607 659701 638023 5805085 5864472 9300396 0 0 X 5306718 5306718 0 0 498367 557754 5805085 5864472 5805085 5864472 5805085 59907 277 5865269 797 5864472 500 SHS APPLE P 2001-01-01 2024-03-21 85485 13321 72164 72164 500 SHS ALPHABET INC P 2018-10-01 2024-03-21 73515 26134 47381 47381 500 SHS CISCO P 2017-05-08 2024-03-21 24946 15569 9377 9377 250 SHS APPLE INC P 2001-01-01 2024-07-10 58016 6660 51356 51356 300 SHS JOHNSON & JOHNSON P 2001-01-01 2024-07-10 44606 30197 14409 14409 250 SHS JP MORGAN P 2020-01-19 2024-07-10 51820 29540 22280 22280 1000 SHS SKYWORKS SOLUTIONS P 2020-03-06 2024-07-10 109747 88923 20824 20824 1000 SHS ISHARES COHEN & STEERS REALTY MAJORS INDEX FUND REIT P 2016-04-21 2024-07-10 57360 50135 7225 7225 500 SHS ISHARES S&P MIDCAP 400 INDEX FUND P 2019-01-31 2024-07-10 29094 16234 12860 12860 250 SHS VISA P 2020-11-09 2024-07-10 65233 53861 11372 11372 250 SHS APPLE INC P 2001-01-01 2024-12-19 62526 6660 55866 55866 250 SHS ALPHABET P 2018-10-01 2024-12-19 47500 13067 34433 34433 150 SHS DANAHER CORP P 2019-12-19 2024-12-19 34159 19920 14239 14239 500 SHS CISCO P 2017-05-08 2024-12-19 28890 15569 13321 13321 100 SHS VISA P 2020-01-19 2024-12-19 31599 21544 10055 10055 2500 SHS INTEL CORP P 2017-05-08 2024-10-23 55774 89107 -33333 -33333 500 SHS MCCORMICK & CO P 2020-12-29 2024-10-22 39245 47463 -8218 -8218 250 SHS SKYWORKS SOLUTIONS P 2019-05-09 2024-10-22 23991 22231 1760 1760 250 SHS ISHARES CORE S&P SMALL CAP ETF P 2023-08-03 2024-10-22 28890 25848 3042 3042 50000 SHS EXXON MOBIL NOTES 3.176% 3/15/24 P 2016-09-28 2024-03-15 50000 51975 -1975 -1975 100000 SHS US TREASURY NOTES 1.5% 2/29/24 P 2022-02-23 2024-02-29 100000 99852 148 148 100000 SHS US TREASURY NOTES 4.25% 9/30/24 P 2023-04-25 2024-09-30 100000 99882 118 118 100000 SHS US TREASURY BILLS 4/18/24 P 2023-04-25 2024-04-18 95588 95588 0 0 1600 SHS FNB CORP P 2001-01-01 2024-02-15 40000 40000 0 0 CAPITAL GAINS DIVIDENDS P 1 1 1 358705 6529 0 6529 0 6529 8880 0 0 0 8880 75 2276 2276 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 WWW.CURTISTRUST.ORG NUTTER MCCLENNEN & FISH LLP 6174392000 SEAPORT WEST 155 SEAPORT BLVD BOSTON MA 022102604 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES G DEGIACOMO ESQ 1342 BELMONT ST SUITE 101 BROCKTON MA 02301 CO-TRUSTEE 5.00 15000 0 0 RICHARD J LAWTON ESQ 157 BELMONT STREET BROCKTON MA 02301 CO-TRUSTEE 5.00 18000 0 0 NONE 0 NONE 0 0 8447866 634091 0 9081957 0 0 9081957 136229 8945728 447286 447286 6529 6529 440757 0 440757 0 440757 396854 0 396854 440757 363247 0 0 396854 363247 0 0 33607 0 0 0 0 0 0 0 0 407150 0 0 0 X BROCKTON VISITING NURSE ASSOCIATION INC 500 BELMONT STREET BROCKTON MA 023014985 NONE PC GENERAL PURPOSE 50000 CARROLL CENTER FOR THE BLIND 770 CENTRE STREET NEWTON MA 02458 NONE PC GENERAL PURPOSE 10000 CHARITY GUILD 501 MAIN ST BROCKTON MA 02301 NONE PC GENERAL PURPOSE 30000 COASTLINE ELDERLY SERVICES INC 1646 PURCHASE STREET NEW BEDFORD MA 027406819 NONE PC GENERAL PURPOSE 30000 DORN DAVIES SENIOR CENTER 1380 MAIN STREET BROCKTON MA 02301 NONE PC GENERAL PURPOSE 41870 FRIENDS OF THE DUXBURY COUNCIL ON AGING PO BOX 2113 DUXBURY MA 023312113 NONE PC GENERAL PURPOSE 22000 FRIENDSHIP HOME INC 458 MAIN STREET NORWELL MA 020612113 NONE PC GENERAL PURPOSE 20377 MASSACHUSETTS ASSOCIATION FOR THE BLIND 799 WEST BOYLSTON STREET WORCESTER MA 01606 NONE PC GENERAL PURPOSE 20000 NORWELL VISITNG NURSE ASSOCIATION INC 120 LONGWATER DRIVE NORWELL MA 02061 NONE PC GENERAL PURPOSE 30000 OLD COLONY ELDER SERVICES INC 144 MAIN STREET BROCKTON MA 023014046 NONE PC FOR FUEL AND EMERGENCY ASSISTANCE PROGRAM 27000 SIGNATURE HEALTH CARE CORPORATION 680 CENTER STREET BROCKTON MA 02302 NONE PC FOR TRANSPORT PURPOSES 5000 SOUTH SHORE COMMUNITY ACTION COUNCIL INC 71 OBERY STREET PLYMOUTH MA 023602181 NONE PC GENERAL PURPOSE 25000 SOUTH SHORE VISITING NURSE ASSOCIATION 30 RESERVOIR PARK DR ROCKLAND MA 02370 NONE PC FOR TELEHEALTH SUPPORT 19000 SOUTHCOAST VISITING NURSES ASSOCIATION INC 200 MILL RD FAIRHAVEN MA 02719 NONE PC GENERAL PURPOSE 28000 SOUTH SHORE SUPPORT SERVICES INC 884 WASHINGTON ST WEYMOUTH MA 02189 PC REMOTE SUPPORT CALL PROGRAM 5000 363247 0 14 30589 14 173311 18 347021 0 550921 0 550921 0 0 0 0 0 0 0 0 0 0 NUTTER - TAX PREP FEES 5500 4125 1375 CORPORATE BONDS 659701 638023 COMMON AND PREFERRED STOCKS, EQUITY ETF'S, FIXED INCOME MUTUAL FUNDS 3588703 7049002 945650 942953 0 0 NUTTER, MCCLENNEN & FISH, LLP 2561 1921 640 NON-DEDUCTIBLE EXPENSES 797 MA FILING FEE 70 0 70 MISC. EXPENSES 65 0 0 CORPORATE SURETY BOND 5710 0 5710 COURT FEES 1500 0 1500 MISC ADJUSTMENT 277 NUTTER - TRUSTEE AND MANAGEMENT FEES 64249 48187 16062 FOREIGN TAXES PAID - NUTTER 1216 0 0 FEDERAL EXCISE TAX DUE 13896 13896 0