2026-09-03T09:01:17-05:00 2025-10-31 861065772 DELOITTE TAX LLP 330 RUSH ALLEY SUITE 800 COLUMBUS OH 432153932 990PF 2024-11-01 046745180 IORIO CHARITABLE FOUNDATION DTD 1141993 IORI 5084598000 100 FRONT STREET 5TH FLOOR WORCESTER MA 01608 DOROTHY IORIO TRUSTEE 5084598000 2026-09-01 true false KELLY NEUGEBAUER P01285591 6142211000 2026-09-01 2024 X 2471055 X 63018 63018 43083 259147 43083 0 106101 106101 4500 2250 2250 0 0 0 0 0 0 8389 8389 0 0 0 0 0 0 0 0 0 130 130 13019 10639 0 2380 94000 94000 107019 10639 0 96380 -918 95462 0 186388 127977 127977 0 0 0 1512434 1586618 2343078 0 1698822 1714595 2471055 0 X 1698822 1714595 1698822 1714595 1698822 1714595 1698822 -918 16691 1714595 0 1714595 1. LTCG FROM STATEMENTS 2024-10-01 2025-10-31 250824 216043 34781 34781 1. STCG FROM STATEMENTS 2024-11-01 2025-10-31 21 -21 -21 CAPITAL GAIN DIVIDENDS P 8323 CAPITAL GAIN DIVIDENDS P 8323 43083 1966-04-16 1327 0 1327 0 1327 0 2000 2000 69 604 604 0 false false false false false false false true true MA true false false false false true SUMNER B TILTON JR 5084598000 100 FRONT STREET 5TH FLOOR WORCESTER MA 01608 false false false false true false false false false false false false false false false false false false false false false false SUMNER B TILTON JR 100 FRONT STREET 5TH FLOOR WORCESTER MA 01608 TRUSTEE 5 4500 DOROTHY IORIO 100 FRONT STREET 5TH FLOOR WORCESTER MA 01608 TRUSTEE 5 0 THEODORE L IORIO 100 FRONT STREET 5TH FLOOR WORCESTER MA 01608 TRUSTEE 5 0 NONE 0 NONE 0 2181665 100226 0 2281891 0 0 2281891 34228 2247663 112383 112383 1327 1327 111056 0 111056 0 111056 96380 0 0 0 0 96380 111056 44772 0 0 0 0 0 0 0 96380 44772 0 0 51608 0 0 0 0 0 0 0 0 59448 0 0 0 0 0 0 0 0 NA NA X NORFOLK HUNT PONY CLUB FA THE US CK 460 12/19/2024 2 WARD LN SHERBORN MA 017701212 NONE PC GENERAL SUPPORT 3000 BOSTON MEDICAL CENTER CK 465 11/27/2024 960 MASSACHUSETTS AVE 2ND FL BOSTON MA 02118 NONE PC GENERAL PURPOSE 2000 PRESIDENT &TRUSTEES OF COLBY COLLEGE CK 466 12/5/2024 4335 MAYFLOWER HILL WATERVILLE ME 04901 NONE PC GENERAL PURPOSE 2000 BENTLEY UNIVERSITY CK 469 11/26/2024 175 FOREST STPAYROLL DEPARTMENT WALTHAM MA 02452 NONE PC GENERAL PURPOSE 2000 ANNA MARIA COLLEGE CK 449 11/25/2024 50 SUNSET LANE PAXTON MA 016121198 NONE PC GENERAL SUPPORT 2500 TRUSTEES OF BOSTON UNIVERSITY CK 468 12/12/2024 881 COMMONWEALTH AVE 4TH FLOOR BOSTON MA 022151390 NONE PC GENERAL PURPOSE 2000 CUSHING ACADEMY CK 452 11/18/2024 39 SCHOOL STREET ASHBURNHAM MA 014308000 NONE PC GENERAL PURPOSE 2500 MCPHS UNIVERSITY CK 457 11/20/2024 179 LONGWOOD AVE BOSTON MA 02115 NONE PC GENERAL SUPPORT 5000 TRUSTEES OF RESERVATIONS CK 463 11/15/2024 200 HIGH STREET SUITE 4A BOSTON MA 10025 NONE PC GENERAL PURPOSE 5000 MILLIS FOOD PANTRY CK 458 11/20/2024 142 EXCHANGE STREET MILLIS MA 02054 NONE PC GENERAL PURPOSE 2500 FOXBOROUGH HIGH SCHOOL CK 454 12/13/2024 120 SOUTH STREET FOXBOROUOGH MA 02035 NONE GOV GENERAL SUPPORT 7000 MILLIS PUBLIC SCHOOLS CK 459 11/20/2024 245 PLAIN STREET MILLIS MA 02054 NONE GOV GENERAL PURPOSE-GIFT 14000 FORDHAM PREPARATORY SCHOOL CK 461 11/15/2024 32 PLANTING FIELD RD MEDFIELD NY 10458 NONE PC GENERAL PURPOSE 7000 PTA OF MS54 INC CK 462 11/19/2024 103 WEST 107TH STREET NEW YORK NY 10025 NONE PC GENERAL PURPOSE 7000 FRIENDS OF MILLIS COUNCIL ON AGING CH 455 11/14/24 900 MAIN STREET MILLIS MA 02054 NONE PC GENERAL PURPOSE 2500 BAY STATE SPEEDSKATING CLUB INC CK 450 11/18/2024 692 WEST STREET BRAINTREE MA 02184 NONE PC GENERAL SUPPORT 2500 OBERLIN COLLEGE CK 467 12/3/2024 173 W LORAIN ST CONTROLLERS OFFICE OBERLIN OH 440741057 NONE PC GENERAL PURPOSE 2000 JOHN J AHERN MIDDLE SCHOOL PARENT ADVISORY - CK 456 11/26/2024 111 MECHANIC ST FOXBOROUGH MA 02035 NONE PC GENERAL SUPPORT TO PAC 7000 FOXBORO SKATEPARK ASSOCIATION CK 453 1/2/2025 13 UNION STREET FOXBORO MA 02035 NONE PC GENERAL PURPOSE 1500 COFFE UNLIMITED CK 451 12/2/2024 263 W 139TH ST NEW YORK NY 100302104 NONE PC GENERAL PURPOSE 15000 94000 14 63018 18 43083 106101 106101 false false false false false false false false false false ARTISAN HIGH INCOME ADVISOR (A 43821 46237 BAIRD AGGREGATE BOND INS (BAGI 313557 312645 BLACKROCK STRATEGIC INCOME OPP 93023 93997 HARBOR CORE BOND RETIREMENT (H 336416 340712 AMERICAN FUNDS EUROPACIFIC GRO 72456 96291 COHEN & STEERS INSTL REALTY SH 58542 64515 DODGE & COX INTERNATIONAL STOC 93253 121403 DWS RREEF REAL ASSETS INST (AA 132698 140052 GQG PARTNERS EMERGING MARKETS 65107 74774 PIMCO RAE EMERGING MARKETS INS 45085 56039 VANGUARD EXTENDED MARKET INDEX 105108 239171 VANGUARD TOTAL INTL STOCK INDE 86821 128272 VANGUARD 500 INDEX ADMIRAL (VF 123731 611199 BAIRD QUALITY INTERMEDIATE MUN METROPOLITAN WEST TOTAL RETURN PRINCIPAL DIVERSIFIED REAL ASS VANGUARD VALUE INDEX ADM (VVIA ARGA EMERGING MARKET VA 17000 17771 OTHER NON-ALLOCABLE EXPENSE - 130 0 130 ADJUSTMENT TO COST BASIS 16691 INVESTMNT MNGMNT FEES (NON-DED 8389 8389