2026-09-17T14:01:20-05:00 2025-12-31 861065772 DELOITTE TAX LLP 330 RUSH ALLEY SUITE 800 COLUMBUS OH 432153932 990PF 2025-01-01 046571295 JOHN F STERN TUA DTD 5-1-87 STER 8558434716 25 B MAIN STREET LENOX MA 01240 JANICE E WARD SVP 8558434716 2026-08-12 true KELLY NEUGEBAUER P01285591 6142211000 2026-08-12 2025 X X 147776 X 4144 4144 10252 37772 10252 0 128 14524 14396 1717 1288 429 0 0 0 0 0 0 500 375 0 125 0 0 107 13 0 0 0 0 0 0 0 2324 1676 0 554 6000 6000 8324 1676 0 6554 6200 12720 0 5483 15308 15308 0 0 0 33056 75988 122704 55935 9414 9764 0 94474 100710 147776 0 X 94474 100710 94474 100710 94474 100710 94474 6200 330 101004 294 100710 28. ISHARES 3-7 YEAR TREASURY BOND ETF 2025-08-18 2025-10-21 3369 3325 44 44 80. ISHARES 3-7 YEAR TREASURY BOND ETF 2023-07-07 2025-10-21 9627 9418 209 209 5. J P MORGAN EXCHANGE-TRADED FD TR ULTRA-SHORT INCOME ETF 2025-08-18 2025-11-07 253 253 227. J P MORGAN EXCHANGE-TRADED FD TR ULTRA-SHORT INCOME ETF 2022-12-22 2025-11-07 11483 11526 -43 -43 18. STATE STREET SPDR S&P 500 ETF TRUST 2013-07-16 2025-08-18 11578 2998 8580 8580 . VANGUARD SHORT TERM TREASURY INDEX FUND ADM #1942 2025-11-21 CAPITAL GAIN DIVIDENDS P 1462 CAPITAL GAIN DIVIDENDS P 1462 CAPITAL GAIN DIVIDENDS P 1462 CAPITAL GAIN DIVIDENDS P 1462 CAPITAL GAIN DIVIDENDS P 1462 CAPITAL GAIN DIVIDENDS P 1462 10252 177 0 177 875 0 48 0 0 48 0 48 0 48 false false false false false false false true true true false false false false true BEACON BANK & TRUST 8558434716 25 B MAIN STREET LENOX MA 01240 false false false false true false false false false false false false false false false false false false false false false false BEACON BANK 25 B MAIN STREET LENOX MA 01240 TRUSTEE 10 1717 NONE 0 NONE 0 136537 7431 0 143968 0 0 143968 2160 141808 7090 7090 0 7090 0 7090 0 7090 6554 0 0 0 0 6554 7090 363 0 0 0 0 0 0 0 6554 363 0 0 6191 0 0 0 0 0 0 0 0 899 0 0 0 0 0 0 0 0 Sarah Basile 25B MAIN STREET LENOX MA 01240 8558434716 STANDARD PREPRINTED APPLICATION FORM SCHOOL TRANSCRIPT 30 DAYS PRIOR TO AWARD GRADUATING STUDENTS PURSUING A 4 YEAR COLLEGE DEGREE MAJORING IN EITHER PHYSICAL EDUCATION OR PHYSICAL THERAPY STOCKBRIDGE HOUSING AUTHORITY ANDREA LINDSAY PO BOX 419 STOCKBRIDGE MA 01262 NONE NC GENERAL PURPOSE 600 BERKSHIRE MEDICAL CENTER INC PROGRAM DEVELOPMENT 725 NORTH STREET PITTSFIELD MA 01201 NONE PC GENERAL PURPOSE 1000 MITCHELL COLLEGE JACK BISSAILLON 437 PEQUOT AVE NEW LONDON CT 063204452 NONE I SCHOLARSHIP 2000 THE SALVATION ARMY 440 WEST NYACK ROAD WEST NYACK NY 10994 NONE PC GENERAL PURPOSE 400 LEHIGH UNIVERSITY HELEN THORPE 306 S NEW ST SUITE 464 BETHLEHEM PA 180151652 NONE I SCHOLARSHIP 2000 6000 14 4144 18 10252 14524 14524 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 500 375 125 VANGUARD SHORT TERM TREASURY I CALVERT SHORT DURATION INCOME 9414 9764 ISHARES 3-7 YEAR TREASURY BOND J P MORGAN EXCHANGE-TRADED FD MFS NEW DISCOVERY VALUE FUND # 1043 1357 VANGUARD DIVIDEND GROWTH FUND 5311 5716 VANGUARD EQUITY INCOME FUND #5 5659 6858 ISHARES TR CORE MSCI EAFE ETF 5490 7246 SPDR S&P 500 ETF TRUST 13821 56599 MISC. TRUST J P MORGAN EXCHANGE-TRADED FD 3608 3611 J P MORGAN EXCHANGE-TRADED FD 7135 7184 VANGUARD SCOTTSDALE FDS VANGUA 18792 19116 VANGUARD SCOTTSDALE FDS VANGUA 13752 13604 ISHARES EDGE MSCI MIN VOL USA 748 753 VANGUARD SPECIALIZED PORTFOLIO 629 660 2025 TRANSACTIONS POSTED IN 2026 293 ROUNDING 1 OTHER REVENUE 128 0 2024 TRANSACTION POSTED IN 2025 330 FEDERAL TAX PAYMENT - PRIOR YE 46 0 0 FEDERAL ESTIMATES - PRINCIPAL 48 0 0 FOREIGN TAXES ON QUALIFIED FOR 12 12 0 FOREIGN TAXES ON NONQUALIFIED 1 1 0