2025-05-14T15:01:27-05:00 2024-12-31 041309690 FIDUCIARY TRUST COMPANY PO BOX 55806 BOSTON MA 022055806 990PF 2024-01-01 046070226 GRIMES - KING FOUNDATION FOR THE ELDERLY GRIM 6174825270 C/O FIDUCIARY TRUST CO PO BOX 5 BOSTON MA 022055806 CHARLES T SPURLOCK TREASURER 6174825270 2025-05-14 true false JOHN AVILA P00644833 6174825270 2024 2025-03-06 01:10:19Z X 2811997 33046 72594 72068 47743 601718 46864 0 153383 118932 0 0 0 0 0 0 26267 26267 0 0 2321 3040 0 0 0 130 0 0 0 0 11801 2129 40519 29307 0 2129 132500 132500 173019 29307 0 134629 -19636 89625 0 202070 119797 119797 0 0 0 1332651 1255071 1997021 517123 657340 695179 2051844 2032208 2811997 0 X 2051844 2032208 2051844 2032208 2051844 2032208 2051844 -19636 0 2032208 0 2032208 5285.412 MEDALIST PARTNERS SHORT DURATION FUND 2022-09-07 2024-08-22 50000 49101 899 899 2186.588 ARISTOTLE INTERNATIONAL EQUITY FD - I-2 2024-07-05 30000 27610 2390 2390 15.952 CALVERT EQUITY FUND - I 2024-02-06 1488 1444 44 44 305.729 CALVERT EQUITY FUND - I 2020-07-27 2024-02-06 28512 21756 6756 6756 195. INVESCO S&P 500 EQUAL WEIGHT 2023-02-14 2024-02-06 30721 29701 1020 1020 330. INVESCO S&P 500 EQUAL WEIGHT 2023-08-09 2024-07-05 53977 49993 3984 3984 751. INVESCO S&P 500 EQUAL WEIGHT 2024-07-05 122838 102665 20173 20173 465. ISHARES S&P SMALLCAP 600 INDEX FUND 2022-04-01 2024-02-06 48095 50544 -2449 -2449 980. ISHARES SHORT-TERM CORPORATE BOND ETF 2024-04-04 50028 52445 -2417 -2417 1495. SCHWAB US DVD EQUITY ETF 2024-04-04 117566 114842 2724 2724 2465.262 APPLIED FINANCE SELECT FUND - INST 2024-04-04 2024-08-22 55000 54753 247 247 CAPITAL GAIN DIVIDENDS P 13493 CAPITAL GAIN DIVIDENDS P 13493 CAPITAL GAIN DIVIDENDS P 13493 CAPITAL GAIN DIVIDENDS P 13493 CAPITAL GAIN DIVIDENDS P 13493 CAPITAL GAIN DIVIDENDS P 13493 CAPITAL GAIN DIVIDENDS P 13493 CAPITAL GAIN DIVIDENDS P 13493 CAPITAL GAIN DIVIDENDS P 13493 CAPITAL GAIN DIVIDENDS P 13493 CAPITAL GAIN DIVIDENDS P 13493 46864 1246 0 1246 0 1246 1348 0 0 1348 0 102 102 0 false false false false false false false true true MA true false false false false true grimesking.org FIDUCIARY TRUST CO 6174825270 53 STATE STREET BOSTON MA 02109 false false false false false false false false false false false false false false false false false false false false false SEE ATTACHED STATEMENT C/O FTC PO BOX 55806 BOSTON MA 02109 SEE ATTACHED STATEMENT 0 0 NONE 0 NONE 0 2634883 128289 0 2763172 0 0 2763172 41448 2721724 136086 136086 1246 1246 134840 0 134840 0 134840 134629 0 0 0 0 134629 134840 45559 0 0 0 0 0 0 0 134629 45559 0 0 89070 0 0 0 0 0 0 0 0 45770 0 0 0 0 0 0 0 0 NONE NONE JENNIFER JOYCE PO BOX 55806 BOSTON MA 022055806 6174825270 LETTER TO THE TREASURER NONE ELDERLY BLACK COMMUNITY OF BOSTON MULTIPLE CHARITABLE RECIPIENTS SEE ATTACHED SCHEDULE BOSTON MA 02109 NONE PC GENERAL PURPOSES 132500 132500 14 72594 18 47743 120337 120337 false false false false false false false false false false X X 1 THE BOSTON WOMEN'S FUND 678 MASSACHUSETTS AVE 700 CAMBRIDGE MA 02139 20000 X STOCK 1255071 1997021 FUNDS AT COST 657340 695179 LIABILITY INSURANCE 1057 0 0 INTERN 8379 0 0 P.O. BOX 236 0 0 TAX PREPARATION FEE 2040 0 2040 FILING FEES 89 0 89 FIDUCIARY TRUST FEES 26267 26267 FOREIGN TAXES 719 0 EXCISE TAXES 2321 2321 0