2025-11-05T14:01:06-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990PF 2024-01-01 222509486 THE WOLF FAMILY CHARITABLE TRUST WOLF 6036739526 234 TOWER ROAD LINCOLN MA 01773 STEVEN WOLF TRUSTEE 7812575272 2025-11-02 1 0 LACEY M QUATSOE P01300865 4078021200 2025-11-02 2024 2025-03-06 01:10:19Z X 2704582 X X 83888 83425 109068 625240 103906 192956 187331 0 0 0 8190 4095 4095 12285 12285 0 2174 2174 0 965 890 75 23614 19444 4170 114600 114600 138214 19444 118770 54742 167887 55802 65715 65715 428420 407949 360527 1162077 1229250 1954655 338791 336918 323685 1985090 2039832 2704582 0 0 X 100 100 7584 7584 1977406 2032148 1985090 2039832 1985090 2039832 1985090 54742 0 2039832 0 2039832 PUBLICLY TRADED SECURITIES P 625240 521334 103906 103906 103906 2334 0 2334 0 2334 880 0 5000 0 5880 0 3546 3546 0 0 0 0 0 0 0 0 0 0 0 1 1 NH 1 0 0 0 0 1 N/A JULIE A WOLF 7812575272 234 TOWER ROAD LINCOLN MA 01773 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JULIE A WOLF 234 TOWER ROAD LINCOLN MA 01773 TRUSTEE 0.50 0 0 0 SCOTT WOLF 234 TOWER ROAD LINCOLN MA 01773 TRUSTEE 0.50 0 0 0 STEVEN T WOLF 234 TOWER ROAD LINCOLN MA 01773 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 2603297 93474 0 2696771 0 0 2696771 40452 2656319 132816 132816 2334 2334 130482 0 130482 0 130482 118770 0 118770 130482 112861 0 0 118770 112861 0 0 5909 0 0 0 0 0 0 0 0 124573 0 0 0 X JULIE A WOLF 234 TOWER ROAD LINCOLN MA 01773 7812575272 IN WRITING, SPECIFYING THEY ARE A 501(C)(3) PUBLIC CHARITY. NONE NONE AMERICAN WATCHMAKERS-CLOCKMAKERS INSTITUTE INC 701 ENTERPRISE DRIVE HARRISON OH 45030 N/A PC CHARITABLE OPERATIONS 5000 AQUARIUM OF THE PACIFIC 100 AQUARIUM WAY LONG BEACH CA 90802 N/A PC CHARITABLE OPERATIONS 10000 AUDRAIN AUTOMOBILE MUSEUM INC 222 BELLEVUE AVE NEWPORT RI 02840 N/A PC CHARITABLE OPERATIONS 600 GEORGETOWN UNIVERSITY 3700 O ST NW WASHINGTON DC 200571253 N/A PC CHARITABLE OPERATIONS 19500 HEART OF LOS ANGELES 2701 WILSHIRE BLVD SUITE 100 LOS ANGELES CA 90057 N/A PC CHARITABLE OPERATIONS 10500 HELENE FULD COLLEGE OF NURSING 24 EAST 120TH STREET NEW YORK NY 10035 N/A PC CHARITABLE OPERATIONS 2500 HOROLOGICAL SOCIETY OF NEW YORK 20 WEST 44TH STREET SUITE 501 NEW YORK NY 10036 N/A PC CHARITABLE OPERATIONS 10000 LOS ANGELES REGIONAL FOOD BANK 1734 E 41ST STREET LOS ANGELES CA 90058 N/A PC CHARITABLE OPERATIONS 12500 MASSACHUSETTS GENERAL HOSPITAL 385 GROVE ST WORCESTER MA 01605 N/A PC CHARITABLE OPERATIONS 5000 NATIONAL BRAIN TUMOR SOCIETY 124 WATERTOWN ST WATERTOWN MA 02472 N/A PC CHARITABLE OPERATIONS 5000 NEADS PO BOX 1100 PRINCETON MA 01541 N/A PC CHARITABLE OPERATIONS 23000 PEBBLE BEACH COMPANY FOUNDATION 2700 17-MILE DRIVE PEBBLE BEACH CA 93953 N/A PC CHARITABLE OPERATIONS 1000 SHALOM INSTITUTE 1014 S WESTLAKE BLVD SUITE 14-175 WESTLAKE VILLAGE CA 91361 N/A PC CHARITABLE OPERATIONS 5000 THE JOEY FUND 220 NORTH MAIN STREET SUITE 104 NATICK MA 01760 N/A PC CHARITABLE OPERATIONS 5000 114600 0 14 83888 18 109068 0 192956 0 192956 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8190 4095 4095 CITIGROUP, INC. 6970 6991 TRUIST FINL CORP VAR 7054 7061 GOLDMAN SACHS INT 3.5%25 6865 6974 CHARTER COMMUNI 4.908%25 6771 6855 AIRCASTLE LIMIT 4.25%26 4785 4936 TEVA PHARMACEUT3.15%26F 6330 6720 AMERICAN TOWER C 2.75%27 7267 7219 AECOM 5.125%27 7265 6921 NAVIENT CORP 5.0%27 7245 7820 UNITED RENTALS (N 5.5%27 3039 2978 L3 HARRIS TECHNOL 6957 7003 DUKE ENERGY CORP 7872 7692 KB HOME 7105 7020 FORD MOTOR CO. 6603 6439 GENERAL MOTORS FI 5.8%28 6861 7141 MGM RESORTS INTE 6821 6703 FISERV, INC. 4.2%28 7091 6800 CROWN CASTLE INTE 4.3%29 7276 6773 CVS HEALTH CORP 7018 6976 US BANCORP VAR 29 7005 7159 COMMONSPIRIT HE 3.347%29 8002 7451 EQUINIX, INC. 7365 7355 DIAMONDBACK ENERG 3.5%29 7920 7424 MORGAN STANLEY VAR 30 6963 6822 ENCOMPASS HEALTH 6813 6624 EXPAND ENERGY C 6766 6848 CAMPBELL SOUP C 2.375%30 6653 7002 THE BOEING CO 5.15%30 9016 7873 BALL CORP 2.875%30 9109 9391 HCA HEALTHCARE, I 3.5%30 7113 7236 NUSTAR LOGISTIC 6996 7018 WELLS FARGO & CO VAR 30 6979 6965 CELANESE US HOLD 6.55%30 6961 7248 UNITED RENTALS 3.875%31 5370 5348 OCCIDENTAL PETR 7.875%31 6755 6638 SONOCO PRODUCTS 2.85%32 8914 7620 BROADCOM INC. 4923 4837 MURPHY OIL CORP 8005 7670 ENERGY TRANSFER 6.55%33 7418 7460 PNC FINL SVCS GRO VAR 34 7662 7789 DISCOVER FINL SERV VAR 6985 6835 UNITED AIRLINES 7079 6976 JPMORGAN CHASE & VAR 42 8725 6584 AMGEN INC. 7156 6806 BANK OF AMERICA C VAR 50 9626 6543 MICROSOFT CORP 2.525%50 8605 6772 VERIZON COMMUNI 8839 6369 ABBOTT LABS 48170 48637 ABBVIE INC 21425 73212 ALLY FINL INC 34279 31581 AMEGEN INC. 36552 35186 BLACKROCK INC 38180 59456 BROADCOM INC 15839 147218 BROADRIDGE FINL SOLU 29117 66244 CANADIAN NATL RAILWY F 37931 32991 CANADIAN NATURAL RES F 30460 56060 CISCO SYSTEMS INC 19508 46354 COMPASS DIVERSIFIED 49509 45445 ENBRIDGE INC 46320 53462 ENTERGY CORP NEW 43179 59898 ESSENTIAL UTILS INC 36008 34504 FASTENAL CO 30757 39191 FERGUSON PLC NEW 31598 39921 FIDELITY NATL FINL 24898 39579 HOME DEPOT INC 37269 50569 INTERNTNL PAPER CO 29434 32292 JPMORGAN CHASE 4.2% PFD 16284 15263 JPMORGAN CHASE & CO 34578 44346 LINDE PLC 17162 43960 MERICK & CO. INC. 39712 36808 MICROSOFT CORP 28010 112119 MORGAN STANLEY 32078 51545 OLD REPUBLIC INTL CO 33208 47952 PAYCHEX INC 15021 63379 PHILIP MORRIS INTL 39917 69803 RESTAURANT BRANDS 40849 46473 S&P GLOBAL INC 22912 33866 SERVICE CORP INTL 39570 48131 STERIS PLC 45136 48718 SYSCO CORP 20832 20568 TEXAS INSTRUMENTS 29987 28689 THE COCA-COLA CO. 39013 39348 UNITEDHEALTH GRP INC 23027 46539 VIPER ENERGY INC. 20889 52554 WATSCO INC 22083 70610 AMERN TOWER CORP 28549 42184 378795 332431 29154 28096 OTHER INVESTMENT EXPENSES 890 890 0 NH FILING FEE 75 0 75 INVESTMENT ADVISORY FEES 12285 12285 0 FOREIGN TAX PAID 2174 2174 0