2026-09-21T11:19:08-05:00 2025-12-31 041894190 TAYLOR GANSON & PERRIN LLP 160 FEDERAL ST 20TH FLOOR BOSTON MA 02110 990PF 2025-01-01 821564028 DAVID GOLDMAN FOUNDATION C/O TAYLOR GANSON & PERRIN LLP DAVI 6179512777 160 FEDERAL STREET FL 20 BOSTON MA 02110 JOHN P FULGINITI TRUSTEE 6179512777 2026-09-21 1 EDWARD R MARTIN P00449787 6179512777 2025 X 374921 X X 14800 14800 14800 9158 9158 9158 4759 49868 4759 91 91 91 28808 28808 24049 3885 3885 0 0 5015 5015 0 0 437 0 0 0 35 0 0 0 9372 8900 0 0 18000 18000 27372 8900 0 18000 1436 19908 24049 3059 117 117 9499 41670 41670 140062 94561 299513 37810 24752 33621 190430 161100 374921 0 0 X 190331 161100 99 190430 161100 190430 161100 190430 1436 0 191866 30766 161100 110 SHS CROWN CASTLE INC. P 2021-11-24 2025-12-19 9219 19679 -10460 -10460 10 SHS SOLVENTUM CORP P 2018-01-17 2025-12-19 769 1566 -797 -797 40 SHS 3M COMPANY P 2018-01-17 2025-12-19 6318 8525 -2207 -2207 53 SHS VERIZON COMMNS INC P 2014-02-24 2025-12-19 2052 2551 -499 -499 25 SHS ABBOTT LABORATORIES P 2007-02-14 2025-11-10 3008 653 2355 2355 50 SHS BRISTOL MYERS SQUIBB CO. P 2010-05-06 2025-11-10 2246 1256 990 990 15 SHS ELI LILLY & CO. P 2010-05-06 2025-11-10 14249 532 13717 13717 20 SHS MERCK & COMPANY INC P 2008-07-08 2025-11-10 2485 997 1488 1488 100 SHS PFIZER INC P 2008-07-08 2025-11-10 2360 1761 599 599 185 SHS VERIZON COMMNS INC P 2007-10-24 2025-12-19 7162 7589 -427 -427 4759 0 277 0 277 0 277 210 0 0 0 210 0 67 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A JOHN P FULGINITI TRUSTEE 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 P FULGINITI C/O TAYLOR GANSON PERRIN 160 FEDERAL ST BOSTON MA 02110 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 340968 13586 0 354554 0 0 354554 5318 349236 17462 17462 277 277 17185 0 17185 0 17185 18000 0 18000 17185 0 0 282 1802 951 3035 18000 0 0 0 17185 815 0 0 3850 0 0 0 0 0 0 282 3568 1802 951 815 X COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON MA 02110 NONE PF TO FURTHER CHARITABLE INTERESTS 18000 18000 0 14 14800 14 9158 18 91 18 4759 0 28808 0 28808 0 0 0 0 0 0 0 0 0 0 TAYLOR, GANSON & PERRIN, LLP (TRUST ADMIN/PREP FOR FOUNDATION) 5015 5015 0 0 180 SHS ALPHABET INC CL C 10342 56484 200 SHS DUKE ENERGY CORP 10820 23442 100 SHS MICROSOFT 9190 48362 110 SHS NESTLE S A 9665 10866 54 SHS NORTHROP GRUMMAN CORP 3922 30791 190 SHS CHEVRON CORP 20001 28958 40 SHS ALPHABET INC. 6048 12552 50 SHS ABBOTT LABORATORIES 1306 6265 200 SHS BRISTOL MYERS SQUIBB COMPANY 5023 10788 30 SHS ELI LILLY & CO. 1064 32240 95 SHS MERCK & COMPANY INC 3157 10000 155 SHS MERCK & COMPANY INC 5219 16315 500 SHS PFIZER INC. 8804 12450 175 SHS COMCAST HLDGS CORP PFD ZONES CONV 2% AT COST 6888 10593 19 SHS WELLS FARGO & COMPANY PERPETUAL PFD CONVERTIBLE CL A 7.5% AT COST 17864 23028 BASIS ADJUSTMENT MISREPORTING IN 2024 BOOK VALUES 13058 BOOK VALUE ADJUSTMENT 17708 FORM PC FILING FEE FOR 2024 35 0 0 0 NON DIVIDEND DISTRIBUTIONS 91 91 91 FOREIGN TAXES WITHHELD 141 0 0 0 TAX DUE ON FORM 990PF FOR 2024 86 0 0 0 ESTIMATED TAX FOR 990PF FOR 2025 210 0 0 0