2025-08-21T10:59:17-05:00 2024-12-31 611961690 HT FAMILY SELECT SERVICES 200 FIFTH AVENUE 7TH FLOOR WALTHAM MA 02451 990PF 2024-01-01 046869589 THE ROWE FAMILY CHARITABLE TRUST ROWE 8574980706 100 NONANTUM ST NEWTON MA 02458 PATRICIA ROWE TRUSTEE 8574980706 2025-08-21 1 1 RICHARD D KAHN P01282610 7812904900 2025-08-21 2024 2025-03-06 01:10:19Z X 1190379 X 72430 1637 1637 23409 23409 315617 1154491 315617 413093 340663 0 0 0 3500 3500 0 482 482 0 4380 4380 0 8362 8362 0 41400 41400 49762 8362 41400 363331 332301 18272 18132 18132 723586 1017338 1122247 50000 50000 50000 791858 1085470 1190379 0 0 X 791858 1085470 0 0 0 0 791858 1085470 791858 1085470 791858 363331 0 1155189 69719 1085470 FIDELITY P 2024-01-02 2024-12-31 129836 120478 9358 9358 FIDELITY P 2023-01-02 2024-12-31 663767 665586 -1819 -1819 FIDELITY P 2023-01-02 2024-12-31 360888 52837 308051 308051 FIDELITY - DISALLOWED WASH SALE P 23 23 FIDELITY - DISALLOWED WASH SALE P 4 4 315617 4619 0 4619 0 4619 1289 0 9000 0 10289 X 0 5670 5670 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A PATRICIA ROWE 8574980706 100 NONANTUM STREET NEWTON MA 02458 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PATRICIA ROWE 100 NONANTUM STREET NEWTON MA 02458 TRUSTEE 0.00 0 0 0 PATRICK D ROWE 78 RICE ROAD WAYLAND MA 01778 TRUSTEE 0.00 0 0 0 TERENCE ROWE 11519 SE STEVENS ROAD HAPPY VALLEY OR 97222 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 1014091 59978 50000 1124069 0 0 1124069 16861 1107208 55360 55360 4619 4619 50741 0 50741 0 50741 41400 0 41400 50741 0 0 8047 34030 42077 41400 0 0 0 41400 0 9341 9341 32736 0 0 0 0 0 0 0 32736 32736 PATRICIA ROWE X MARGARET FULLER NEIGHBORHOOD HOUSE 71 CHERRY STREET CAMBRIDGE MA 02139 NONE EXEMPT EXEMPT PURPOSES 10000 NEWTON FOOD PANTRY 1000 COMMONWEALTH AVENUE NEWTON MA 02459 NONE EXEMPT EXEMPT PURPOSES 1000 NEWTON PUBLIC SCHOOLS 100 WALNUT STREET NEWTON MA 02460 NONE EXEMPT EXEMPT PURPOSES 5000 OREGON COMMUNITY FOUNDATION 1221 SW YAMHILL STREET PORTLAND OR 97205 NONE EXEMPT EXEMPT PURPOSES 5400 UNITED WAY EAGLE RIVER VALLEY PO BOX 4153 EDWARDS CO 81632 NONE EXEMPT EXEMPT PURPOSES 10000 WORLD WILDLIFE FUND 1250 4TH STREET NW WASHINGTON DC 20090 NONE EXEMPT EXEMPT PURPOSES 5000 CONCORD NH PUBLIC SCHOOLS FOR JANE COGSWELL SCHOLARSHIP FUND 38 LIBERTY STREET CONCORD NH 03301 NONE EXEMPT EXEMPT PURPOSES 5000 41400 0 14 1637 14 23409 18 315617 0 340663 0 340663 0 0 0 0 0 0 0 0 0 0 X X 1 PATRICIA T ROWE 100 NONANTUM STREET NEWTON MA 02458 72430 X 1 400 SHARES OF ORACLE CORPORATION 72430 2024-12-03 TAX PREP 3500 3500 0 FIDELITY PORTFOLIO AT COST 1017338 1122247 LOAN- BOSTON COMMUNITY LOAN FUND 25000 25000 25000 LOAN- SUN INITIATIVE FINANCING LLC 25000 25000 25000 FMV/TAX COST DIFFERENCE OF DONATED SECURITY 69719 ANNUAL REPORT 35 35 0 INVESTMENT FEES 4345 4345 0 FOREIGN TAX 482 482 0