2026-06-28T10:29:31-05:00 2025-12-31 041894190 Taylor Ganson & Perrin LLP 160 Federal Street 20th Floor Boston MA 02110 990PF 2025-01-01 266034416 Nancy and Andrew Wood Charitable Foundation NANC 6179512777 TG P 160 Federal Street 20th Boston MA 02110 John A Leith Trustee 6179512777 2026-06-28 1 Edward R Martin P00449787 6179512777 2025 2025-03-06 01:10:19Z X 2077005 X X 14274 14274 31293 31293 136502 334003 136502 182069 182069 18716 18716 0 3105 3105 0 3390 3390 0 4165 0 0 440 0 0 29816 25211 0 101500 101500 131316 25211 101500 50753 156858 136037 931 931 144832 375201 380510 460295 424284 1619215 88160 74937 76349 829324 875353 2077005 0 0 X -2678 -7402 0 0 832002 882755 829324 875353 829324 875353 829324 50753 0 880077 4724 875353 75,000 US Treasury NT 4.25% P 2022-11-04 2025-10-15 75000 75000 0 0 57 shs Vanguard Wellesley Income Inv P 2024-01-10 2025-03-13 1441 1533 -92 -92 50 shs Apple Inc P 2010-01-26 2025-02-20 12274 370 11904 11904 50 shs Apple Inc P 2010-01-26 2025-05-09 9965 370 9595 9595 15 shs Eli Lilly and Co P 2017-03-03 2025-02-20 13044 1256 11788 11788 25 shs Eli Lilly and Co. P 2017-03-03 2025-05-09 18650 2094 16556 16556 50 shs McDonalds Corp P 2010-04-23 2025-05-07 15869 3553 12316 12316 75 shs McDonalds Corp P 2010-01-26 2025-05-09 23549 4801 18748 18748 500 shs Microchip Technology Inc P 2015-02-27 2025-05-07 23877 12464 11413 11413 500 shs Microchip Technology Inc P 2015-02-27 2025-05-09 27539 12464 15075 15075 50 shs Microsoft Corp P 2008-09-23 2025-05-09 21973 1298 20675 20675 100 shs United Parcel Svc Inc P 2010-04-23 2025-05-07 9367 6855 2512 2512 2,203 shs Vanguard Wellesley Income P 2011-12-21 2025-03-13 55450 50000 5450 5450 594 shs Verizon Communications P 2001-01-01 2025-05-09 26005 25443 562 562 136502 2180 0 2180 0 2180 1400 0 0 0 1400 0 780 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A Taylor Ganson & Perrin LLP 6179512777 160 Federal Street 20th Floor Boston MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 John A Leith Taylor Ganson Perrin 160 Federal St Boston MA 02110 Trustee 0.00 0 0 0 NONE 0 NONE 0 0 1949486 63283 0 2012769 0 0 2012769 30192 1982577 99129 99129 2180 2180 96949 0 96949 0 96949 101500 0 101500 96949 10265 0 0 101500 10265 0 0 91235 0 0 0 0 0 0 0 0 5714 0 0 0 X The Marvelwood School 476 Skiff Mountain Road Kent CT 06757 none PC Bodkin Scholars (scholarships) 101500 101500 0 14 14274 14 31293 18 18 136502 0 182069 0 182069 0 0 0 0 0 0 0 0 0 0 Taylor, Ganson & Perrin 3390 3390 0 130 shs Deere & Co 8397 60524 130 shs Fedex Corp 10906 37552 303 shs Marriott International Inc. 7666 94003 175 shs Nestle S A Sponsored ADR 12785 22226 200 shs American Express Company 8433 73990 200 shs Colgate-Palmolive 15274 31608 200 shs Johnson & Johnson 13632 41390 300 shs Analog Devices Inc. 8327 81360 200 shs Accenture PLC 11550 53660 200 shs Illinois Tools Wks Inc. 11010 49260 162 shs Phillips 66 5501 20904 250 shs JP Morgan Chase 17215 80555 250 shs Texas Instruments 17830 43373 225 shs Nextera Energy INC 30244 72252 352 shs Abbott Laboratories 11522 44102 50 shs Berkshire Hathaway 10836 25133 445 shs Paychex Inc. 14252 49920 100 shs Procter & Gamble 10493 14331 200 shs Chevron Corp 27109 45723 50 shs Watsco Inc 14390 16848 100 shs Vanguard Intermediate 9381 8375 300 shs Brookfield Corp 12354 20651 150 shs Amazon Com 15380 34623 100 shs Walmart Inc 5958 33423 250 shs Waste Management 21492 54928 800 shs Brookfield Asset Mgmt 30433 41912 420 shs Apple Inc 3106 114181 125 shs Eli LIlly and Co 10470 134335 75 shs McDonalds Corp 4801 22922 225 shs Microsoft Corp 5830 108815 20 shs Parker-Hannifin Corp 12417 17579 200 shs Starbucks Corp 16500 16842 150 shs Broadcom Inc. 8790 51915 375201 380510 0 0 100 shs Eastgroup Properties AT COST 16402 17814 58,535 Schwab US Treasury Money AT COST 58535 58535 Taylor, Ganson & Perrin 3105 3105 0 book value and rounding adjustment 3133 adjustment for investment advice expense (not deductible) 1591 Filing fee for form PC 35 0 0 ADR fees 5 0 0 Account Maintenance fee (Schwab) 400 0 0 Foreign taxes paid 970 0 0 Tax due on 2023 return 360 0 0 Tax due on 2024 return 1435 0 0 Estimated payment for 2025 1400 0 0