2026-09-04T11:31:04-05:00 2026-04-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990PF 2025-05-01 203864725 SULLIVAN FAMILY FOUNDATION SULL 6179431488 117 HARBOR VIEW RD MILTON MA 02186 MARGARET SULLIVAN WALSH TRUSTEE 6176981011 2026-08-26 1 TIMOTHY BARRY CPA P00097860 7819821001 2026-08-26 2025 X 7445033 X X 5349 5349 94146 94146 190906 199996 190906 290401 290401 0 24000 0 0 24000 2975 1488 0 1487 2831 1733 0 0 257 0 0 257 30063 3221 0 25744 618500 618500 648563 3221 0 644244 -358162 287180 0 203543 80737 80737 349570 123304 123304 1219162 1210072 6687624 109188 109188 553368 1881463 1523301 7445033 0 0 X 0 0 0 0 1881463 1523301 1881463 1523301 1881463 1523301 1881463 -358162 0 1523301 0 1523301 PUBLICLY TRADED SECURITIES 2026-04-23 199996 9090 190906 190906 190906 3992 0 3992 0 3992 1600 0 0 0 1600 0 2392 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A MICHAEL WALSH 6179431488 117 HARBOR VIEW RD MILTON MA 02186 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARGARET WALSH SULLIVAN 88 WHARF ST UNIT 503 MILTON MA 02186 TRUSTEE 5.00 0 0 0 MARGARET SULLIVAN WALSH 117 HARBOR VIEW RD MILTON MA 02186 TRUSTEE 5.00 0 0 0 PATRICK WALSH 96 WASHINGTON ST MILTON MA 02186 MANAGER 15.00 24000 0 0 NONE 0 NONE 0 0 6944327 378393 0 7322720 0 0 7322720 109841 7212879 360644 360644 3992 3992 356652 0 356652 0 356652 644244 0 644244 356652 0 0 361904 133239 124414 60618 125795 805970 644244 0 0 0 356652 287592 0 0 1093562 0 0 0 0 0 0 361904 731658 133239 124414 60618 125795 287592 MARGARET WALSH SULLIVAN MARGARET SULLIVAN WALSH 117 HARBOR VIEW ROAD MILTON MA 02186 6176981011 THERE IS NO FORMAL APPLICATION PROCESS MAY BE ESTABLISHED FROM TIME TO TIME BY TRUSTEES THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS MASSACHUSETTS GENERAL HOSPITAL 100 CAMBRIDGE ST SUITE 1310 BOSTON MA 02114 N/A PC SUPPORT RESEARCH 150000 SPAULDING REHABILITATION HOSPITAL 1575 CAMBRIDGE ST CAMBRIDGE MA 02114 N/A PC SUPPORT THE SPAULDING DISCOVERY CENTER FOR STROKE RECOVERY 100000 THE BOSTON POPS 301 MASSACHUSETTS AVE BOSTON MA 02115 N/A PC UNRESTRICTED 100000 ST FRANCIS HOUSE PO BOX 120499 ESSEX STATION BOSTON MA 02116 N/A PC UNRESTRICTED 50000 LIFEWORKS INC 789 CLAPBOARDTREE ST WESTWOOD MA 02090 N/A PC UNRESTRICTED 50000 CARROLL CENTER FOR THE BLIND 770 CENTRE ST NEWTON MA 02458 N/A PC UNRESTRICTED 50000 HOMES FOR OUR TROOPS 6 MAIN ST TAUNTON MA 02780 N/A PC UNRESTRICTED 25000 MARIA DROSTE SERVICES 1354 HANCOCK ST QUINCY MA 02186 N/A PC UNRESTRICTED 20000 CURE ALZHEIMER'S FUND 34 WASHINGTON ST SUITE 310 WELLESLEY MA 02481 N/A PC UNRESTRICTED 20000 AMERICAN RED CROSS PO BOX 37839 BOONE IA 50037 N/A PC HURRICANE RELIEF JAMAICA 20000 TOMTEN FARM & SANCTUARY PO BOX 85 HAVERHILL NH 03765 N/A PC UNRESTRICTED 10000 TOMMY'S PLACE 82 SHORE AVE QUINCY MA 02169 N/A PC UNRESTRICTED 10000 FORBES HOUSE MUSUEM 215 ADAMS ST MILTON MA 02186 N/A PC UNRESTRICTED 5000 AMERICAN KIDNEY FOUNDATION 11921 ROCKVILLE PIKE SUITE 300 ROCKVILLE MD 20352 N/A PC UNRESTRICTED 5000 SUPPORT THE TROOPS WI 6087 HWY 60 HARTFORD WI 53027 N/A PC UNRESTRICTED 2500 PAN-MASS CHALLENGE 77 4TH AVE NEEDHAM MA 02494 N/A PC UNRESTRICTED 1000 618500 0 14 5349 14 94146 18 190906 0 290401 0 290401 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL AND ACCOUNTING FEES 2975 1488 0 1487 ABBOTT LABORATORIES 28971 90790 ABBVIE INC COM USD0.01 102430 422640 ACCENTURE PLC 78168 178710 ALCON INC 10067 14974 ALTRIA GROUP INC 42908 72650 APPLE INC 242104 4483482 CATERPILLAR INC COM 4289 89011 COCA-COLA CO 57184 118140 GILEAD SCIENCES INC COM USD0.001 72368 130840 JOHNSON & JOHNSON COM 98158 229850 KIMBERLY-CLARK CORP COM 93566 98430 NOVARTIS AG SPONSORED ADR 68559 147850 OLD REPUBLIC INTERNATIONAL CORP 15358 39950 PEPSICO INC 80944 158490 PFIZER INC 29498 26700 PHILIP MORRIS INTERNATIONAL INC COM NPV 85168 165070 PROCTER AND GAMBLE CO COM 68568 147090 SANDOZ GROUP AG SPON ADS 3782 16042 THE CIGNA GROUP COM 8702 13948 VIATRIS INC COM 1658 1852 WELLS FARGO CO NEW COM 17622 41115 STATE STREET SPDR S&P 500 ETF UNITS AT COST 109188 553368 STATE FILING FEE 250 0 0 250 BANK FEES 7 0 0 7 FOREIGN TAXES 1733 1733 0 0 EXCISE TAX 1098 0 0 0