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SEE STATEMENT FOR LINE 2B. SEE STATEMENT FOR LINE 2B ACS INC ADOLESCENT CONSULTATION SERVICES INC 189 CAMBRIDGE STREET CAMBRIDGE MA 02141 NONE ANNUAL TO ASSIST CHARITABLE ORGANIZATIONS. 3600 ACRE FAMILY DAY CARE ACRE FAMILY DAY CARE 55 MIDDLE ST SUITE 500 LOWELL MA 01852 NONE ANNUAL SAME 3600 ALTERNATIVE HOUSE ALTERNATIVE HOUSE 11 KEARNEY SQUARE LOWELL MA 01852 NONE ANNUAL SAME 3400 CHALLENGE UNLIMITED CHALLENGE UNLIMITED AT IRONSTONE FARM 450 LOWELL STREET ANDOVER MA 01810 NONE ANNUAL SAME 1800 LOWELL ASSOC FOR THE BLIND LOWELL ASSOCIATION FOR THE BLIND 169 MERRIMACK ST 2ND FL LOWELL MA 01852 NONE ANNUAL SAME 4000 LOWELL BOYS & GIRLS CLUB BOYS AND GIRLS CLUB OF GREATER LOWELL INC 657 MIDDLESEX STREET LOWELL MA 01851 NONE ANNUAL SAME 4600 LOWELL DAY NURSERY ASSOC LOWELL DAY NURSERY ASSOCIATION 119 HALL STREET LOWELL MA 01854 NONE ANNUAL SAME 4600 COALITION FOR A BETTER ACRE COALITION FOR A BETTER ACRE 517 MOODY STREET FLOOR 3 LOWELL MA 01854 NONE ANNUAL SAME 1200 LOWELL COMMUNITY HEALTH CENTER LOWELL COMMUNITY 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THE MOVE INC 3 MCALLISTER WAY METHUEN MA 01844 NONE ANNUAL SAME 2000 CAMBODIAN MUTUAL ASSISTANCE ASSOC CAMBODIAN MUTUAL ASSISTANCE ASSOC 465 SCHOOL STREET LOWELL MA 01851 NONE ANNUAL SAME 1800 REACH OUT & READ REACH OUT & READ 89 SOUTH STREET SUITE 201 BOSTON MA 02111 NONE ANNUAL SAME 1800 MILL CITY GROWS MILL CITY GROWS 650 SUFFOLK STREET SUITE G10 LOWELL MA 01854 NONE ANNUAL SAME 2000 PROJECT KOMPASS PROJECT KOMPASS 83 MIDDLESEX STREET NO CHELMSFORD MA 01863 NONE ANNUAL SAME 2500 AFRICAN COMMUNITY CENTER OF LOWELL AFRICAN COMMUNITY CENTER OF LOWELL 99 CHURCH STREET LOWELL MA 01852 NONE ANNUAL SAME 1200 KIDS IN TECH INC KIDS IN TECH INC 660 SUFFOLK STREET SUITE 125 LOWELL MA 01854 NONE ANNUAL SAME 1000 LOWELL YOUTH LEADERSHIP PROGRAM LOWELL YOUTH LEADERSHIP PROGRAM 2 BELMONT STREET LOWELL MA 01851 NONE ANNUAL SAME 1000 75500 47719 9501 57220 57220 7 VIRTUALLY ALL INVESTMENT INCOME IS DISTRIBUTED TO CHARITABLE ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS. false false false false false false false false false false LEGAL & ACCOUNTING 2650 2650 20,000 JPMORGAN CHASE 3.9% 10,000 NRTN STS PWR CO 3.4% 9726 7600 10,000 HOME DEPOT, INC.4.4% 10478 8555 5,000 BP CAP MKTS AMER INC 4.234% 5113 4895 5,000 UNITEDHEALTH GROUP INC 3.5% 5083 3956 BLACKROCK HIGH YIELD K 69826 63971 5,000 STATE STR CORP 3.55% 5042 4970 10,000 BK OF AMERICA CORP 1.898% 10065 8411 5,000 LOCKHEED MARTIN CORP 4.7% 6545 4476 5,000 ABBOTT LABS 4.9% 6897 4672 5,000 TORONTO DOMINION BANK 0.75% 4880 4810 5,000 AIR PRODUCTS & CHEMICALS 1.85% 5031 4700 5,000 EQUINOR ASA SR GLBL NT 3.125% 5254 4608 5,000 CHUBB INA HLDGS INC 1.375% 4714 4153 5,000 MERCK & CO INC 3.7% 5411 3876 5,000 BERKSHIRE HATHAWAY ENRGY 2.85% 4805 3042 T ROWE PRICE FLOATING RATE CL I 35154 35356 5,000 AVALONBAY CMNTYS MED TRM 2.95% 4812 4882 5,000 COMCAST CORP GTD FXD RT 3.969% 4984 3792 5,000 INTEL CORP 3.75% 5,000 ROYAL BK CDA GLOBAL MED 1.15% 4724 4924 5,000 TORONTO DOMINION BK MED 1.95% 4950 4729 BAIRD ULTRA SHORT BOND FUND INSTL CL 5,000 AEP TRANS CO, LLC 5.4% 4959 4770 5,000 APPLE INC NOTE 4.85% 05/10/53 4960 4733 5,000 BHP BILLITON FIN USA 4.875 5026 5015 5,000 BNY MELLON 4.414% 4917 4987 5,000 BANK NOVA SCOTIA 4.75% 4933 5001 5,000 BURLINGTON NO SANTA FE 5.2% 5013 4716 5,000 CITIGROUP, INC 4.075% 4743 4850 5,000 CITIGROUP, INC 2.572% 4155 4360 5,000 ESTEE LAUDER COS 5.15% 10,000 MEDTRONIC 4.375% 10256 9396 5,000 PNC FINANCIAL SVS GR 5,000 PEPSICO INC 5.125% 5,000 PROLOGIS LP NT 1.25% 4680 4098 5,000 STATE STREET CORP 2.354% US BANCORP 4.548% 4907 4953 GOLDMAN SACHS FINANCIAL SQ GOV'T FUN 5,000 BANK OF MONTREAL BOND 4.640% 4956 4904 7,000 DEERE JOHN CAP CORP 5.100% 7206 6988 3,000 ENTERPRISE PRODS OPER LLC 4.85 2761 2711 2,000 FACEBOOK INC. 5.600% 2191 2003 5,000 JP MORGAN CHASE & CO 5.294% 5000 4947 5,000 MID-AMERICA APTS 4.200% 4871 4889 3,000 PFIZER INVT ENTERPRISES 5.300% 2929 2813 5,000 PUBLIC SVC ELEC GAS CO 3.150% 3715 3370 4,000 TOTAL ENERGIES CAPITAL 5.488% 3963 3840 8,000 TRUIST FINL CORP 1.267% 7538 7672 2,000 UNITED PARCEL SVC INC 5.500% 2055 1953 4,000 WELLS FARGO & CO 3.584% 3870 3877 BAIRD SHORT-TERM BOND 35000 35149 WCM FOCUSED INTL GROWTH 40919 80061 T ROWE PRICE INSTL LARGE CAP GROWTH 56719 125731 FIDELITY 500 INDEX INSTITUTIONAL 279231 455038 JPMORGAN EMERGING MARKETS EQUITY ISHARES TR S&P MIDCAP ETF 47879 58821 VANGUARD INDEX FDS REAL ESTATE ETF 42893 47925 SCHWAB INTERNATIONAL INDEX FUND 97873 96227 FLEXSHARES GLOBAL UPSTREAM NAT. RES. FIDELITY SMALL-CAP INDEX FUND 25047 30352 JP MORGAN RESEARCH ENHANCED EQ FD 146000 178895 DIMENSIONAL ETF EMERGING MKTS 32188 31713 EATON VANCE PARAMETRIC COMMODITY 29632 29680 201077 194961 96209 93605 EXPENSES ADVERTISING 54 54 AMORTIZATION OF BOND PREMIUM 546 546 STATE ANNUAL REPORT 35 35 INSURANCE - D & O 798 798 OFFICE SUPPLIES 17 17 FEDERAL TAX 2470 2470 CUSTODIAL FEES 14888 14888