2026-05-12T13:45:14-05:00 2025-12-31 042387531 SULLIVAN & WORCESTER LLP ONE POST OFFICE SQUARE BOSTON MA 02109 990PF 2025-01-01 222482369 ROGER L CLIFTON FOUNDATION C/O SULLIVAN & WORCESTER LLP ROGE 6173382800 ONE POST OFFICE SQUARE BOSTON MA 02109 ROGER L CLIFTON TRUSTEE 6173382800 2026-05-12 1 JOHN K GRAHAM ESQ P00041039 6173382800 X 2025 2025-03-06 01:10:19Z X 835523 X 7840 7 7 20528 20528 43308 600060 43308 71683 63843 0 0 0 6800 0 6800 1065 60 0 578 543 35 8443 603 6835 35500 35500 43943 603 42335 27740 63240 650576 678318 835523 650576 678318 835523 0 0 X 641024 641026 0 0 9552 37292 650576 678318 650576 678318 650576 27740 2 678318 0 678318 800 SHS. RUBRIK INC. P 2025-06-25 2025-08-19 66863 72496 -5633 -5633 75 SHS. CONSTRUCTION PARTNERS INC. P 2025-06-25 2025-10-29 8609 7966 643 643 25 SHS. CONSTRUCTION PARTNERS INC. P 2025-07-23 2025-10-29 2870 2611 259 259 3,000 SHS. PARAMOUNT SKYDANCE CORP. P 2025-08-12 2025-10-29 47505 32579 14926 14926 100 SHS. NEBIUS GROUP NV P 2025-09-15 2025-10-29 12377 9124 3253 3253 900 SHS. CONSTRUCTION PARTNERS INC. P 2025-07-23 2025-11-17 93729 94005 -276 -276 800 SHS. NEBIUS GROUP NV P 2025-09-15 2025-11-17 69000 72994 -3994 -3994 500 SHS. NVIDIA CORP. P 2025-06-25 2025-11-20 93972 77073 16899 16899 3,000 SHS. PARAMOUNT SKYDANCE CORP. P 2025-08-12 2025-12-05 40201 32579 7622 7622 3,000 SHS. PARAMOUNT SKYDANCE CORP. P 2025-08-12 2025-12-17 39765 32579 7186 7186 100 SHS. ROYAL GOLD INC. P 2025-07-23 2025-12-17 22145 15681 6464 6464 500 SHS. ARK INNOVATION ETF P 2021-06-28 2025-08-12 38331 65065 -26734 -26734 267.738 SHS. MAIRS & POWER BALANCED FUND P 2013-02-27 2025-11-11 30402 20000 10402 10402 256.38 SHS. MAIRS & POWER BALANCED FUND P 2016-05-10 2025-11-11 29112 22000 7112 7112 CAPITAL GAINS DIVIDENDS P 5179 5179 5179 43308 879 0 879 0 879 0 0 0 0 0 X 46 925 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A ROGER L CLIFTON 7742649760 PO BOX 3403 32 DEACON ROAD WESTPORT MA 02790 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROGER L CLIFTON 32 DEACON ROAD WESTPORT MA 02790 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 507539 285093 0 792632 0 0 792632 11889 780743 39037 39037 879 879 38158 0 38158 0 38158 42335 0 42335 38158 13231 0 0 42335 13231 0 0 29104 0 0 0 0 0 0 0 0 9054 0 0 0 X ALLEN'S NECK FRIENDS MEETING 739 HORSENECK RD SOUTH DARTMOUTH MA 02748 PC GENERAL 500 BOSTON BOOK FESTIVAL 32R ESSEX ST 5 CAMBRIDGE MA 02139 PC GENERAL 5000 CAPE ELEUTHERA FOUNDATION 1900 MARKET STREET 8TH FLOOR PHILADELPHIA PA 19103 PC GENERAL 1500 CENTER FOR FICTION 15 LAFAYETTE AVENUE BROOKLYN NY 11217 PC GENERAL 1500 DOWNTOWN EVENING SOUP KITCHEN PO BOX 1478 NEW HAVEN CT 065061478 PC GENERAL 2000 FRIENDS OF HARVARD SWIMMING 65 N HARVARD STREET BOSTON MA 02163 PC GENERAL 6000 GNOME SURF 1510 HIGHLAND AVE FALL RIVER MA 02720 PC GENERAL 5000 HANDS IN OUTREACH 1504 SILVER STREET SHEFFIELD MA 01257 PC GENERAL 500 HARVARD UNIVERSITY 1033 MASSACHUSETTS AVENUE SUITE 3 CAMBRIDGE MA 02138 PC GENERAL 500 IRAIVAN TEMPLE (SAN MARGA) 107 KAHOLALELE RD KAPAA HI 967469304 PC GENERAL 1000 MOSES BROWN SCHOOL (TRIPP FAMILY SCHOLARSHIP FUND) 250 LLOYD AVE PROVIDENCE RI 02906 PC GENERAL 3000 NANTUCKET BOOK FOUNDATION PO BOX 5267 NANTUCKET MA 02554 PC GENERAL 1000 OUR SISTER'S SCHOOL 145 BROWNELL AVENUE NEW BEDFORD MA 02740 PC GENERAL 500 UNIVERSITY OF SAN DIEGO - TORERO STUDENT SUPPORT FUND 5998 ALCALA PARK SAN DIEGO CA 92110 PC GENERAL 5000 WESTPORT FAIR C/O KERRY TEIXEIRA PO BOX 3455 WESTPORT MA 02790 PC GENERAL 500 WORLD COMPUTER EXCHANGE 936 NANTASKET AVENUE HULL MA 02045 PC GENERAL 2000 35500 0 14 7 14 20528 18 43308 0 63843 0 63843 0 0 0 0 0 0 0 0 0 0 X X 1 ROGER L CLIFTON 32 DEACON ROAD WESTPORT MA 02790 7840 X APPLE INC. 6071 108744 BLACKROCK TREASURY TRUST FUND 405413 405413 T. ROWE PRICE CAP APPRECIATION FUND 42000 64249 VANGUARD SHORT-TERM INVT GRADE FUND INVESTORS SHS 207 208 VANGUARD/WELLESLEY INCOME FUND 78532 77793 B2GOLD CORP. 83370 90200 ROYAL GOLD INC. 62725 88916 SULLIVAN & WORCESTER LLP 6800 0 6800 ACCOUNT MANAGEMENT FEES 543 543 0 MASS. FILING FEE 35 0 35 ROUNDING 2 EXCISE TAX ON INVESTMENT INCOME 1005 0 0 FOREIGN TAX ON DIVIDEND INCOME 60 60 0