2026-06-23T15:26:56-05:00 2025-12-31 041433295 HEMENWAY & BARNES LLP 75 STATE STREET BOSTON MA 021091466 990PF 2025-01-01 026117755 ALDEN N YOUNG TRUST ALDE 6172277940 HEMENWAY BARNES LLP PO BOX 96120 BOSTON MA 021961209 REV DR NANCY S SMITH TRUSTEE 8024985729 2026-05-20 1 WILLIAM M BURKE P01034041 6172277940 2026-05-20 2025 2025-03-06 01:10:19Z X 4078624 X X 11 11 80278 80278 87104 99044 87104 167393 167393 0 0 0 9500 4750 4750 14920 14920 0 72 72 0 3204 94 0 729 224 505 28425 20060 5255 207416 207416 235841 20060 212671 -68448 147333 88000 28190 28190 436032 427365 2341530 82500 82500 82500 82500 1184200 1279270 1626404 1790732 1817325 4078624 0 0 X 1109507 1109507 0 0 681225 707818 1790732 1817325 1790732 1817325 1790732 -68448 200041 1922325 105000 1817325 28.000 SHS MICROSOFT CORP P 1998-01-28 2025-01-17 11928 522 11406 11406 0.666 SHS UNILEVER PLC P 1998-01-28 2025-12-10 43 16 27 27 303.123 SHS VANGUARD S/T BOND IDX FUND P 2020-11-11 2025-01-22 3067 3272 -205 -205 323.818 SHS WARNER BROS DISCOVERY INC P 1990-01-16 2025-01-17 3020 4815 -1795 -1795 159.181 SHS WARNER BROS DISCOVERY INC P 1994-05-09 2025-01-17 1485 3315 -1830 -1830 CAPITAL GAINS DIVIDENDS P 79501 79501 79501 87104 2048 0 2048 0 2048 2000 0 2048 0 4048 0 2000 2000 0 0 0 0 0 0 0 0 0 0 0 1 1 NH 1 0 0 0 0 1 N/A HEMENWAY BARNES LLP 6172277940 75 STATE STREET BOSTON MA 021091466 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 REV DR NANCY S SMITH 2676 WAKEFIELD ROAD WAKEFIELD NH 03872 TRUSTEE 3.00 0 0 0 MICHAEL J PUZO 75 STATE STREET 16TH FLOOR BOSTON MA 02109 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 3724130 18831 0 3742961 0 0 3742961 56144 3686817 184341 184341 2048 2048 182293 0 182293 0 182293 212671 0 212671 182293 163122 0 0 212671 163122 0 0 49549 0 0 0 0 0 0 0 0 132744 0 0 0 REV DR NANCY S SMITH PO BOX 1110 SANBORNVILLE NH 03872 8024985729 INFORMATION AND FORMS AVAILABLE FROM REV DR SMITH NONE DISTRIBUTEES LIVING IN WAKEFIELD NH OR VICINITY BREWSTER ACADEMY 80 ACADEMY DRIVE WOLFEBORO NH 03894 NONE PC GENERAL PURPOSE 1416 GAFFNEY LIBRARY 14 HIGH ST PO BOX 517 SANBORNVILLE NH 03872 NONE PC GENERAL PURPOSE 1000 MIDDLEBURY COLLEGE 131 S MAIN STREET MIDDLEBURY VT 05753 NONE PC GENERAL PURPOSE 5000 WAKEFIELD BROOKFIELD HISTORICAL SOCIETY 2851 WAKEFIELD RD SANBORNVILLE NH 03872 NONE PC GENERAL PURPOSE 200000 207416 0 14 11 14 80278 18 87104 0 167393 0 167393 0 0 0 0 0 0 0 0 0 0 HEMENWAY & BARNES 9500 4750 4750 TAXPAYER ELECTS UNDER IRC SECTION 53.4942(A)-3 TO APPLY REMAINING QUALIFYING DISTRIBUTIONS TO UNDISTRIBUTED INCOME FROM TAX YEAR 2021. 800 ABBOTT LABS 17887 100232 800 ABBVIE INC 19396 182792 2000 AT&T INC 26536 49680 1300 BRISTOL MYERS SQUIBB 16705 70122 800 CHEVRON CORP 34939 121928 333 CORTEVA INC 514 22321 669 DOMINION ENERGY INC 30646 39197 1000 EMERSON ELECTRIC CO 144 132720 299 EVERGY INC 12107 21675 1500 EXXON MOBIL CORP 24367 180510 800 INTEL CORP 17273 29520 600 JOHNSON & JOHNSON 37928 124170 800 JPMORGAN CHASE & CO 25231 257776 240 MAGNUM ICE CREAM CO 1227 3804 1300 MERCK & CO 17501 136838 672 MICROSOFT CORP 15997 324993 130 ORGANON & CO 876 932 800 PROCTER & GAMBLE CO 374 114648 1900 ROYAL DUTCH SHELL PLC CL A 43154 139612 500 TRAVELERS COS 20335 145030 1066 UNILEVER PLC AMER SHS 22259 69716 1800 VERIZON COMMUNICATIONS INC 41969 73314 268.255 AB SUSTAINABLE GLOBAL THEMATIC FD AT COST 47330 39986 740.332 AMER FUNDS SMALLCAP WORLD FD AT COST 53991 55932 7975.396 EATON VANCE RICHARD BERNSTEIN EQ AT COST 144341 144833 1010.769 EVENTIDE GILEAD FUND CL I AT COST 58945 57563 2077.480 MIROVA GLOBAL SUSTAINABLE EQ FD AT COST 42874 45912 4726.723 NEUBERGER BERMAN SUSTAINABLE EQ FD AT COST 201136 264366 4055.045 PARNASSUS CORE EQ FD AT COST 222500 226677 7736.976 PUTNAM MULTI CAP CORE FD AT COST 156745 381588 524.783 VANGUARD REAL ESTATE INDEX FUND AT COST 62371 65803 249.566 VANGUARD INFORMATION TECHNOLOGY IDX AT COST 43935 96295 3487.578 VANGUARD SHORT TERM IDX AT COST 37219 36062 16603.370 ALLSPRING ABSOLUTE RETURN FD AT COST 184643 183467 1389.755 NEUBERGER BERMAN LONG SHORT FD AT COST 23240 27920 2024 REPORTED GRANT DISBURSEMENTS PAID IN 2025 105000 ADR FEES 24 24 0 STATE FILING FEES 75 0 75 ACCOUNT FEES 200 200 0 MISCELLANEOUS 430 0 430 2025 REPORTED GRANT DISBURSEMENTS PAID IN 2026 200000 BASIS ADJUSTMENTS 41 UBS FINANCIAL SERVICES INC 14920 14920 0 FOREIGN TAXES 94 94 0 REAL ESTATE TAXES 672 0 0 ESTIMATED FEDERAL TAX PAYMENTS 2000 0 0 FEDERAL TAX PAYMENTS 438 0 0