2025-12-28T12:01:22-06:00 2025-09-30 041309690 FIDUCIARY TRUST COMPANY PO BOX 55806 BOSTON MA 022055806 990PF 2024-10-01 550883385 JOAN E APPLETON 1997 CHARITABLE FDN JOAN 6172273111 155 FEDERAL STREET SUITE 1602 BOSTON MA 02110 RONALD GARMEY TRUSTEE 6172273111 2025-12-28 true false JOHN AVILA P00644833 6174825270 2025-12-28 2024 2025-03-06 01:10:19Z X 8013714 X 51842 51842 87244 87244 637008 1205298 637008 0 776094 776094 61470 30735 30735 0 0 0 0 0 0 1935 0 0 1935 38419 38419 0 0 7933 7933 0 0 0 0 0 0 109757 69154 0 40603 625000 625000 734757 69154 0 665603 41337 706940 0 565396 251339 251339 0 0 0 945101 1014012 1030386 1902298 2226536 6319031 149226 150411 158171 150000 111151 254787 3712021 3753449 8013714 0 X 3712021 3753449 3712021 3753449 3712021 3753449 3712021 41337 91 3753449 0 3753449 1400. ALPHABET INC CL C 2010-06-04 2025-08-28 296902 17385 279517 279517 1500. COMCAST CORP NEW CL A 2016-08-23 2024-11-15 64983 49252 15731 15731 880. HONEYWELL INTERNATIONAL INC 2025-07-23 211492 134389 77103 77103 625. JOHNSON & JOHNSON COM 2024-11-15 95612 36096 59516 59516 650. PEPSICO INC 2024-11-15 104182 32531 71651 71651 450. PROCTER & GAMBLE COM 2025-08-28 70040 9347 60693 60693 100. PROCTER & GAMBLE COM 1983-08-17 2025-08-28 15564 335 15229 15229 100. PROCTER & GAMBLE COM 1983-08-17 2025-08-28 15564 335 15229 15229 150000. SHERWIN-WILLIAMS CO DTD 8/7/2017 3.3000% 2/1/2025 2022-08-16 2025-02-03 150000 149226 774 774 100000. U S TREAS NOTES DTD 12/31/2022 4.2500% 12/31/2024 2023-01-04 2024-12-31 100000 99771 229 229 240. VANGUARD MID CAP INDEX ADMIRAL SHS 2016-08-23 2024-11-15 80959 38849 42110 42110 637008 9826 0 9826 0 9826 4372 0 0 4372 0 5454 0 0 false false false false false false false true true true false false false false true RONALD GARMEY 6172273111 155 FEDERAL STREET SUITE 1602 BOSTON MA 02110 false false false false true false false false false false false false false false false false false false false false false false JOHN C THOMSON 9 THOREAU CIRCLE BEVERLY MA 01915 TRUSTEE 05 30735 RONALD GARMEY 155 FEDERAL STREET SUITE 1602 BOSTON MA 02110 TRUSTEE 05 30735 DANIEL B FORD III 155 FEDERAL STREET SUITE 1602 BOSTON MA 02110 TRUSTEE 05 0 NONE 0 NONE 0 7213308 292851 0 7506159 0 0 7506159 112592 7393567 369678 369678 9826 9826 359852 0 359852 0 359852 665603 0 0 0 0 665603 359852 339599 2022 213374 0 0 0 0 0 0 665603 339599 213374 0 112630 0 0 0 0 0 0 0 0 247222 0 0 0 0 0 0 0 0 X THE TRUSTEES OF RESERVATIONS 20 HIGH STREET BOSTON MA 02110 NONE PC FOR THE USE OF APPLETON 625000 625000 14 51842 14 87244 18 637008 776094 776094 false false false false false false false false false false TAX PREPARATION FEE 1550 1550 ANNUAL ACCOUNTING FEE 385 385 PURSUANT TO IRC SEC. 4942(h)(2) and Reg. 53.4942(a)-3(d)(2), the foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of undistributed income from tax year ending 12/31/2022 in the amount of $213,374 ADJUSTMENT OF CARRYING VALUE 91 FIDUCIARY TRUST CO -CUSTODY FE 7684 7684 PENOBSCOT INV MGT FEE 30735 30735 2023/2024 FEDERAL EXCISE TAX D 3561 0 3561 2024/2025 FEDERAL ESTIMATES 4372 0 4372