2025-05-14T14:01:28-04:00 2024-12-31 208251930 FIDUCIARY TAX RESOURCES LLC 1000 GREENWICH AVENUE WARWICK RI 02886 990PF 2024-01-01 046130518 GEORGE R WALLACE FOUNDATION WALL GOODWIN 100 NORTHERN AVENUE BOSTON MA 02210 REGINA M PISA TRUSTEE 2025-05-13 true false NEIL FRADIN CPA P00001674 4017398400 2025-05-13 2024 2025-03-06 01:10:19Z X 9234711 142974 142974 672958 2173401 672958 0 815932 815932 65000 29250 35750 0 0 0 0 0 32046 14221 0 17625 35233 35233 0 0 0 0 0 0 0 0 0 251 181 70 132530 78885 0 53445 529000 529000 661530 78885 0 582445 154402 737047 0 135417 103987 103987 0 0 0 680724 687301 676034 4278691 4530004 7522466 1019917 947076 932224 0 6114749 6268368 9234711 0 X 6114749 6268368 6114749 6268368 6114749 6268368 6114749 154402 511 6269662 1294 6268368 27. ABBVIE INC 2023-01-01 2024-01-23 4414 4095 319 319 30. ALPHABET INC CL C 2023-01-01 2024-01-23 4405 1602 2803 2803 29. AMAZON.COM INC 2023-01-01 2024-01-23 4439 2289 2150 2150 45. AMPHENOL CORP CLASS A COM 2023-01-01 2024-01-23 4361 3200 1161 1161 23. APPLE INC 2023-01-01 2024-01-23 4365 573 3792 3792 17. ARISTA NETWORKS INC COM 2024-01-01 2024-01-23 4444 3703 741 741 1. BOOKING HOLDINGS INC COM 2023-01-01 2024-01-23 3562 2260 1302 1302 72. BOSTON SCIENTIFIC CORP 2024-01-01 2024-01-23 4381 3985 396 396 22. BROADRIDGE FINANCIAL SOLUTION 2023-01-01 2024-01-23 4448 3145 1303 1303 22. CME GROUP INC COM 2023-01-01 2024-01-23 4435 4392 43 43 7. CINTAS CORP 2023-01-01 2024-01-23 4165 2789 1376 1376 12. DEERE & CO 2023-01-01 2024-01-23 4554 4319 235 235 111. DOUBLEVERIFY HLDGS INC COM 2023-01-01 2024-01-23 4376 3198 1178 1178 40. EOG RESOURCES INC 2023-01-01 2024-01-23 4391 4786 -395 -395 11. META PLATFORMS INC CLASS A COMMON STOCK 2024-01-01 2024-01-23 4184 3448 736 736 12. GOLDMAN SACHS GROUP INC COM 2023-01-01 2024-01-23 4508 4202 306 306 128. HALOZYME THERAPEUTICS INC 2024-01-01 2024-01-23 4385 4516 -131 -131 12. HOME DEPOT INC 2023-01-01 2024-01-23 4289 3567 722 722 22. HONEYWELL INTERNATIONAL INC 2023-01-01 2024-01-23 4373 4275 98 98 7. INTUIT INC 2023-01-01 2024-01-23 4289 2031 2258 2258 26. JPMORGAN CHASE & CO 2023-01-01 2024-01-23 4378 3020 1358 1358 6. JOHNSON & JOHNSON 2023-01-01 2024-01-23 4115 2885 1230 1230 27. JOHNSON & JOHNSON 2023-01-01 2024-01-23 4339 39 4300 4300 35. LAUDER ESTEE COMPANIES INC CL A 2023-01-01 2024-01-23 4397 9055 -4658 -4658 9. MARTIN MARIETTA MATERIALS INC COM 2023-01-01 2024-01-23 4490 3191 1299 1299 10. MASTERCARD INC CL A 2023-01-01 2024-01-23 4335 1912 2423 2423 15. MCDONALDS CORP 2023-01-01 2024-01-23 4465 3584 881 881 37. MERCK & CO INC 2023-01-01 2024-01-23 4391 74 4317 4317 11. MICROSOFT CORP 2023-01-01 2024-01-23 4337 1074 3263 3263 44. NIKE INC CLASS B COM NPV 2023-01-01 2024-01-23 4404 5164 -760 -760 8. NVIDIA CORP 2023-01-01 2024-01-23 4641 1443 3198 3198 4. OREILLY AUTOMOTIVE INC COM 2024-01-01 2024-01-23 4099 3889 210 210 27. ONTO INNOVATION INC COM 2024-01-01 2024-01-23 4321 2010 2311 2311 26. PEPSICO INC 2023-01-01 2024-01-23 4316 1825 2491 2491 29. QUALCOMM INC 2023-01-01 2024-01-23 4359 2266 2093 2093 6. SERVICENOW INC COM 2024-01-01 2024-01-23 4474 4082 392 392 14. SHERWIN-WILLIAMS CO 2023-01-01 2024-01-23 4258 3880 378 378 64. SOUTHERN COMPANY 2023-01-01 2024-01-23 4391 1846 2545 2545 14. STRYKER CORPORATION 2023-01-01 2024-01-23 4393 2861 1532 1532 9. SYNOPSYS INC 2024-01-01 2024-01-23 4536 4817 -281 -281 19. TRACTOR SUPPLY CO 2023-01-01 2024-01-23 4401 3843 558 558 8. UNITEDHEALTH GROUP INC 2024-01-01 2024-01-23 4110 3880 230 230 21. VEEVA SYSTEMS INC 2023-01-01 2024-01-23 4277 4587 -310 -310 23. ZOETIS INC 2023-01-01 2024-01-23 4333 3716 617 617 12. ACCENTURE PLC CL A 2023-01-01 2024-01-23 4342 1904 2438 2438 11. LINDE PLC 2024-01-01 2024-01-23 4477 3577 900 900 633. ABBVIE INC 2023-01-01 2024-02-01 104124 96001 8123 8123 290. LAUDER ESTEE COMPANIES INC CL A 2023-01-01 2024-02-01 38660 71602 -32942 -32942 971. QUALCOMM INC 2023-01-01 2024-02-01 141794 76269 65525 65525 78. ACCENTURE PLC CL A 2023-01-01 2024-02-01 29239 12374 16865 16865 50000. US TREAS NTS NOTE 1.5% 2023-01-01 2024-05-08 42690 43746 -1056 -1056 278. DEERE & CO 2023-01-01 2024-05-29 104230 98573 5657 5657 2889. DOUBLEVERIFY HLDGS INC COM 2023-01-01 2024-05-29 54052 83245 -29193 -29193 848. JOHNSON & JOHNSON 2023-01-01 2024-05-29 125975 1228 124747 124747 132. NVIDIA CORP 2023-01-01 2024-05-29 138279 23804 114475 114475 429. VEEVA SYSTEMS INC 2023-01-01 2024-05-29 90064 93702 -3638 -3638 338. HOME DEPOT INC 2023-01-01 2024-07-01 120898 100460 20438 20438 478. HONEYWELL INTERNATIONAL INC 2023-01-01 2024-07-26 97939 92890 5049 5049 806. NIKE INC CLASS B COM NPV 2023-01-01 2024-07-26 58087 94589 -36502 -36502 585. ACCENTURE PLC CL A 2023-01-01 2024-09-03 198058 96136 101922 101922 75000. 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EOG RESOURCES INC 2023-01-01 2024-11-27 1326 1196 130 130 4. META PLATFORMS INC CLASS A COMMON STOCK 2023-01-01 2024-11-27 2291 1254 1037 1037 8. GOLDMAN SACHS GROUP INC COM 2023-01-01 2024-11-27 4831 2801 2030 2030 72. HALOZYME THERAPEUTICS INC 2023-01-01 2024-11-27 3439 2540 899 899 25. HOWMET AEROPASCE INC 2024-01-01 2024-11-27 2919 2082 837 837 10. INTERNATIONAL BUSINES MACH CORP COM 2024-01-01 2024-11-27 2285 2135 150 150 8. INTUIT INC 2023-01-01 2024-11-27 5102 2321 2781 2781 5. INTUITIVE SURGICAL INC 2024-01-01 2024-11-27 2706 1898 808 808 9. JPMORGAN CHASE & CO 2023-01-01 2024-11-27 2254 1045 1209 1209 1. MARTIN MARIETTA MATERIALS INC COM 2023-01-01 2024-11-27 598 355 243 243 5. MASTERCARD INC CL A 2023-01-01 2024-11-27 2651 956 1695 1695 10. MCDONALDS CORP 2023-01-01 2024-11-27 2965 2389 576 576 38. MERCK & CO INC 2023-01-01 2024-11-27 3847 76 3771 3771 4. MICROSOFT CORP 2023-01-01 2024-11-27 1709 390 1319 1319 5. NETFLIX INC 2024-01-01 2024-11-27 4354 3234 1120 1120 873. ONTO INNOVATION INC COM 2023-01-01 2024-11-27 143454 64995 78459 78459 5. PARKER-HANNIFIN CORP COM 2024-01-01 2024-11-27 3537 2650 887 887 24. PEPSICO INC 2023-01-01 2024-11-27 3892 1685 2207 2207 4. SERVICENOW INC COM 2024-01-01 2024-11-27 4271 2721 1550 1550 11. SHERWIN-WILLIAMS CO 2023-01-01 2024-11-27 4365 3049 1316 1316 36. SOUTHERN COMPANY 2023-01-01 2024-11-27 3203 1038 2165 2165 11. STRYKER CORPORATION 2023-01-01 2024-11-27 4276 2248 2028 2028 6. SYNOPSYS INC 2024-01-01 2024-11-27 3312 3211 101 101 25. TJX COS INC 2024-01-01 2024-11-27 3154 2813 341 341 11. TRACTOR SUPPLY CO 2023-01-01 2024-11-27 3102 2225 877 877 7. UNITEDHEALTH GROUP INC 2023-01-01 2024-11-27 4239 3395 844 844 17. ZOETIS INC 2023-01-01 2024-11-27 2988 2746 242 242 5. EATON CORPORATION PLC 2024-01-01 2024-11-27 1889 1252 637 637 4. LINDE PLC 2023-01-01 2024-11-27 1821 1301 520 520 270. UNITEDHEALTH GROUP INC 2023-01-01 2024-12-19 135018 130964 4054 4054 672958 10245 0 10245 0 10245 5120 0 0 5120 0 5125 0 0 false false false false false false false true true MA true false false false false true GOODWIN PROCTER LLP 6175701355 100 NORTHERN AVENUE BOSTON MA 02210 false false false false true false false false false false false false false false false false false false false false false false REGINA M PISA 100 NORTHERN AVEN BOSTON MA 02210 TRUSTEE 1 25000 MARTIN F CONNORS JR 170 JAMESTOWN ROAD LEOMINSTER MA 01453 TRUSTEE 5 20000 ANDRE GELINAS 100 NORTHERN AVEN BOSTON MA 02210 TRUSTEE 5 20000 NONE 0 NONE 0 N/A N/A 8857307 105538 0 8962845 0 105538 8857307 132860 8724447 436222 436222 10245 10245 425977 0 425977 0 425977 582445 0 0 0 0 582445 425977 0 0 36769 112894 129063 245397 179687 703810 582445 0 0 0 425977 156468 0 0 860278 0 0 0 0 0 0 36769 823509 112894 129063 245397 179687 156468 LUCIA B THOMPSON GOODWIN PROCTER 100 NORTHERN AVENUE BOSTON MA 02210 6175701355 LTHOMPSON@GOODWINLAW.COM NO SET FORM FOR APPLICATION. APPLICATION SHOULD CONTAIN A CONCISE STATEMENT OF THE PURPOSE FOR WHICH THE GRANT IS SOUGHT. IF POSSIBLE, ALL MATERIALS SHOULD BE SUBMITTED ELEC NONE NONE HABITAT FOR HUMANITY 637 LANCASTER STREET LEOMINSTER MA 01453 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 NORTHSTAR FAMILY SERVICES INC 758 MAIN STREET LEOMINSTER MA 01453 NONE PUBLIC CHARITY GENERAL SUPPORT 120000 UMASS MEMORIAL HEALTH 60 HOSPITAL ROAD LEOMINSTER MA 01453 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 NEWVUE COMMUNITIES 470 MAIN STREET FITCHBURG MA 01420 NONE PUBLIC CHARITY GENERAL SUPPORT 50000 COMMUNITY HEALTH CONNECTIONS 326 NICHOLS ROAD FITCHBURG MA 01420 NONE PUBLIC CHARITY GENERAL SUPPORT 29000 EASTER SEALS 89 SOUTH STREET 1ST STREET BOSTON MA 02111 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 VIRGINIA THURSTON'S HEALING GARDEN 145 BOLTON ROAD HARVARD MA 01451 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 GINNY'S HELPING HANDS 52 MECHANIC STREET LEOMINSTER MA 01453 NONE PUBLIC CHARITY GENERAL SUPPORT 35000 FITCHBURG PUBLIC LIBRARY 649 JOHN FITCH HIGHWAY FITCHBURG MA 01420 NONE PUBLIC CHARITY GENERAL SUPPORT 20000 FITCHBURG HISTORICAL SOCIETY 50 GROVE STREET FITCHBURG MA 01420 NONE PUBLIC CHARITY GENERAL SUPPORT 20000 APPLE WILD SCHOOL 120 PROSPECT STREET FITCHBURG MA 01420 NONE PUBLIC CHARITY GENERAL SUPPORT 25000 FITCHBURG STATE UNIVERSITY 160 PEARL STREET FITCHBURG MA 01420 NONE PUBLIC CHARITY GENERAL SUPPORT 100000 YMCA OF CENTRAL MASSACHUSETTS 766 MAIN STREET WORCESTER MA 01608 NONE PUBLIC CHARITY GENERAL SUPPORT 50000 GROTON HILL MUSIC 122 OLD AYER ROAD GROTON MA 01450 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 MWCC FOUNDATION INC 444 GREEN STREET GARDNER MA 01440 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 ST BERNARD'S HIGH SCHOOL 45 HARVARD STREET FITCHBURG MA 01420 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 YWCA CENTRAL MASSACHUSETTS 1 SALEM SQUARE WORCESTER MA 01608 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 529000 14 142974 18 672958 815932 815932 false false false false false false false false false false BURLINGTON NORTHERN SANTA FE 0 HONEYWELL INTL INC 11/01/24 JP MORGAN CHASE & CO 01/23/25 64549 64938 EXXON MOBIL CORP 03/06825 64300 64793 CATERPILLAR FINL SVCS MTNS BE 65011 64739 GOLDMAN SACHS GROUP INC 05/22/ 60083 59780 LOWES COS INC 04/15/26 58166 58453 WELLS FARGO & CO 04/22/26 57812 58688 TOYOTA MTR CR CORP SER B 01/11 58918 58414 VERIZON COMMUNICATIONS INC 03/ 60286 59323 GENERAL DYNAMICS CORP NOTE 05/ 59860 58231 COMCAST CORP 10/15/28 60261 58514 BANK OF AMERICA CORP SER B 12/ 57855 57526 INTEL CORP 11/15/29 54114 52660 UNITED HEALTH GROUP INC 54025 51019 BERKSHIRE HATHAWAY FIN CORP 03 58956 56943 TARGET CORP 09/15/32 50055 48332 UNITED PARCEL SVCS INC NOTE 62825 59871 ABBVIE INC COM ACCENTURE PLC CL A ALPHABET INC CL C 90325 243192 AMAZON.COM 95629 187798 AMPHENOL CORP CL A 102235 199669 APPLE INC 41695 419454 BOOKING HOLDINGS INC 84666 188800 BROADRIDGE FINANCIAL SOLUTION 95068 150350 CINTAS CORP 109902 191835 CME GROUP INC 92860 107987 COSTCO WHOLESALE CORP 103369 196998 DEERE & CO DOUBLEVERIFY HLDGS INC EOG RESOURCES INC 152065 156290 GOLDMAN SACHS GROUP INC 83780 137429 HOME DEPOT INC HONEYWELL INTERNATIONAL INC INTUIT INC 73364 147698 JOHNSON & JOHNSON JP MORGAN CHASE & CO 96985 200158 ESTEE LAUDER COMPANIES INC MARTIN MARIETTA MATERIALS INC 122068 180775 MASTERCARD INC CL A 103252 255386 MCDONALD S CORP 101546 123203 MERCK & CO 2415 119376 MICROSOFT CORP 101412 358275 NIKE INC CL B NVIDIA CORP 41928 312224 PEPSICO INC 66681 144457 QUALCOMM IN SHERWIN WILLIAMS CO 117923 152969 SOUTHERN CO 74926 176988 STRYKER CORP 70577 117016 TRACTOR SUPPLY CO 95065 124691 VEEVA SYSTEMS INC ZOETIS INC 98549 99387 ARISTA NETWORKS 72968 148110 BOSTON SCIENTIFIC CORP 113153 165242 META PLATFORMS INC CLASS A 112834 210784 HALOZYME THERAPEUTICS INC 109368 148211 OREILLY AUTOMOTIVE IN 137258 166012 ONTO INNOVATION INC SERVICENOW INC COM 71434 111313 SYNOPSYS INC 72255 65524 UNITEDHEALTH GROUP INC LINDE INC COM 114790 140254 EATON CORPORATION 102644 136067 AMGEN INC 127003 107905 ANALOG DEVICES INC COM 98761 108355 BAKER HUGHES COMPANY CL A 155754 147672 DELL TECHNOLOGIES INC CL C 118885 115240 HOWMET AEROSPACE INC COM 120727 158587 INTERNATIONAL BUS MACH COR COM 149457 153881 INTUITIVE SURGICAL INC 102475 140929 NETFLIX INC 119662 164894 PARKER-HANNIFIN CORP COM 137797 165368 SHOPFY INC COM NPV CL A 156337 148862 TJX COMPANIES INC 118157 126851 687301 676034 GOODWIN PROCTER LLP 32046 14221 17625 FED HERMES POSTED 25 TAXED IN 24 646 OTHER BOOK TO TAX ADJUSTMENTS 648 MA PC FILING FEE 70 0 70 BANK FEES 181 181 0 FED HERMES POSTED 24 TAXED IN 23 511 FIDELITY ADVISORY FEE 35233 35233