2026-08-21T09:01:13-07:00 2025-12-31 813123141 Kushi & Co PC 21 Henry Ave Pittsfield MA 01201 990PF 2025-01-01 266402417 JAMES T POWERS TESTAMENTARY TRUST UW DTD 08604 JAME 4134425838 102 MOUNTAINVIEW DR PITTSFIELD MA 01201 GLYNIS MAC VEETY Trustee 2026-08-21 true RAYMOND T KUSHI JR P00234045 4134434731 2025 2025-03-06 01:10:19Z X 533947 X X 4799 4799 4799 10368 10368 10368 66513 370298 66513 381 81680 81680 15548 4196 4196 4278 1528 2750 843 843 9317 1528 7789 22050 22050 31367 1528 29839 50313 80152 15548 56467 145120 145120 390066 351726 388827 446533 496846 533947 0 X 446533 496846 446533 496846 446533 496846 446533 50313 496846 496846 143.85 LORD ABBETT P 2025-01-03 2025-11-12 1156 1161 -5 -5 30.786 PGIM JENN SM CO P 2024-12-13 2025-03-17 714 800 -86 -86 55000.000 KEYBANK NA P 2025-03-17 2025-09-19 55000 55000 1993 FIRST TRIST P 2024-08-28 2025-12-01 22499 20381 2118 2118 331.675 HARTFORD GROWTH P 2013-07-31 2025-03-17 20000 12441 7559 7559 487.329 HARTFORD EQUITY P 2016-03-22 2025-03-17 10000 8372 1628 1628 1912.863 LORD ABBETT P 2021-07-01 2025-11-12 15398 17272 -1874 -1874 277.328 MFS INTERN P 2013-07-30 2025-03-17 12000 9100 2900 2900 217.108 NYLI EPCH P 2012-12-11 2025-03-17 5000 3546 1454 1454 704.722 NEUBERGER BERMAN P 2012-07-02 2025-03-17 10000 8054 1946 1946 1177.640 PGIM JENN SM CO P 2016-12-16 2025-03-17 27309 30288 -2979 -2979 JANNEY L/T CAP GAIN DIST P 2020-01-01 2025-12-17 8257 8257 8257 3.0 ISHARES EDGE MSCI P 2024-08-07 2025-03-05 281 258 23 23 7.0 ISHARES 3-7 YR TREASURY BOND P 2025-03-05 2025-03-18 821 821 72.0 ISHARES EDGE MSCI MIN P 2024-08-07 2025-03-18 6652 6185 467 467 110 ISHARES TR CORE MSCI P 2025-03-05 2025-03-18 8631 8601 30 30 25 ISHARES INC CORE MSCI P 2025-03-05 2025-03-18 1392 1377 15 15 87.352 MFS NEW DISCOVERY VALUE P 2025-03-05 2025-03-18 1511 1534 -23 -23 30.772 VANGUARD DIVIDEND GROWTH FUND P 2025-03-05 2025-03-18 1112 1147 -35 -35 47.579 VANGUARD EQUITY INC FD P 2025-03-05 2025-03-18 4311 4319 -8 -8 202.59 VANGUARD S/T TREAS INDEX P 2025-03-05 2025-03-18 3951 3948 3 3 71.672 CALVERT SHORT DUR P 2022-05-18 2025-03-05 1135 1112 23 23 19 SPDR S & P P 2014-01-23 2025-03-05 11079 3472 7607 7607 1188.328 CALVERT SHORT DUR INC P 2022-05-18 2025-03-18 18764 18431 333 333 259 ISHARES 3-7 YEAR TREASURY P 2022-05-01 2025-03-18 30384 30822 -438 -438 30. ISHARES TR CORE MSCI EAFE P 2021-03-25 2025-03-18 2354 2149 205 205 20. ISHARES INC CORE MSCI EMKT P 2021-03-25 2025-03-18 1113 1253 -140 -140 199.294 VANGUARD DIVID GROW FUND P 2021-03-25 2025-03-18 7204 5684 1520 1520 64.959 VANGUARD EQUITY INC FUND P 2021-03-25 2025-03-18 5885 4625 1260 1260 1727.277 VANGUARD S/T TREAS INDEX P 2022-09-20 2025-03-18 33682 33405 277 277 29.0 SPDR S & P 500 P 2010-06-11 2025-03-05 16910 3181 13729 13729 46.0 SPDR S & P 500 P 2010-06-11 2025-03-18 25793 5046 20747 20747 66513 381 1114 1114 1114 560 560 X 1 555 0 false false false false false false false false true MA true false false false false true N/A GLYNIS MAC VEETY TRUSTEE 4134425838 102 MOUNTAINVIEW DRIVE PITTSFIELD MA 01201 false false false false false false false false false false false false false false false false false false false false false false GLYNIS MAC VEETY 102 MOUNTAINVIEW DR PITTSFIELD MA 01201 Trustee 0.00 0 NONE NONE 0 0 0 0 0 0 0 0 0 1114 1114 1114 1114 0 29839 29839 0 4035 61107 44838 28785 25783 164548 29839 0 29839 194387 0 4035 190352 61107 44838 28785 25783 29839 X ST MARK CHURCH 400 WEST STREET PITTSFIELD MA 01201 NONE PC PROGRAM 100 BERKSHIRE HUMANE SOCIETY 214 BARKER ROAD PITTSFIELD MA 01201 NONE PC PROGRAM 1000 HOSPICE CARE IN THE BERKSHIRES 877 SOUTH STREET PITTSFIELD MA 01201 NONE PC PROGRAM 1000 18 DEGREES 480 WEST STREET PITTSFIELD MA 01201 NONE PC PROGRAM 1000 MAKE A WISH FOUNDATION 1 BULLFINCH PLACE 2ND FLOOR BOSTON MA 02114 NONE PC PROGRAM 1000 KIDS PLACE BERKSHIRE COUNTY 877 SOUTH STREET PITTSFIELD MA 01201 NONE PC PROGRAM 1000 BOYS GIRLS CLUB PITTSFIELD 16 MELVILLE STREET PITTSFIELD MA 01201 NONE PC PROGRAM 2000 EAGLE SANTA FUND SCHOLARSHIP 75 SOUTH CHURCH STREET PITTSFIELD MA 01201 NONE PC PROGRAM 1000 SALVATION ARMY 300 WEST STREET PITTSFIELD MA 01201 NONE PC PROGRAM 1000 SERVICE NET 141 NORTH STREET PITTSFIELD MA 01201 NONE PC PROGRAM 1000 ST AGNES ACADEMY 400 COLUMBUS AVE PITTSFIELD MA 01201 NONE PC PROGRAM 9150 PITTSFIELD LITTLE LEAGUE C/O DARREN LEE PITTSFIELD MA 01201 NONE PC PROGRAM 300 ELLA BASSI 72 EMERSON AVENUE PITTSFIELD MA 01201 NONE I PROGRAM 1000 AVA FARMER 61 EDWARD AVENUE PITTSFIELD MA 01201 NONE I PROGRAM 1000 AURIANA NGORAN 154 ELM STREET PITTSFIELD MA 01201 NONE I PROGRAM 500 22050 14 4799 14 10368 66513 FEDERAL TAX REFUND 15167 66513 81680 false false false false false false false false false false ACCOUNTING 2750 0 0 2750 INVESTMENT FEES 1528 1528 0 0 LEGAL FEES 4196 0 0 4196 FEDERAL FIDUCIARY TAX 808 808 MA PC TAX 35 35