2025-03-28T13:39:59-05:00 2024-12-31 992277914 EAG NEW ENGLAND LLC 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990PF 2024-01-01 043249244 MERRIMAC CHARITABLE TRUST II MERR 6172276161 CO EISNERAMPER 160 FEDERAL ST BOSTON MA 02110 ROBERT EVERTS TRUSTEE 6172276161 2025-03-28 1 0 EUGENE BORGONZI P01269879 6172276161 2025-03-27 2024 2025-03-06 01:10:19Z X 1016848 X X 5 5 18457 18457 3567 41315 3567 22029 22029 0 0 0 4675 2337 2338 35 0 35 4710 2337 2373 45875 45875 50585 2337 48248 -28556 19692 5893 11109 11109 248538 210789 945179 39477 43454 60560 293908 265352 1016848 0 0 X 0 0 0 0 293908 265352 293908 265352 293908 265352 293908 -28556 0 265352 0 265352 SALE OF PUBLICLY TRADED SECURITIES 37530 37748 -218 -218 CAPITAL GAINS DIVIDENDS P 3785 3785 3785 3567 274 0 274 0 274 1146 0 0 0 1146 0 872 872 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 0 0 0 0 0 1 N/A ROBERT EVERTS 7814676488 41 PINEWOOD ROAD NEEDHAM MA 02492 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUSAN ALLEN C/O EISNERAMPER 160 FEDERAL ST BOSTON MA 02110 TRUSTEE 0.50 0 0 0 JOSHUA STEWART C/O EISNERAMPER 160 FEDERAL ST BOSTON MA 02110 TRUSTEE 0.50 0 0 0 ROBERT EVERTS C/O EISNERAMPER 160 FEDERAL ST BOSTON MA 02110 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 1002945 13212 0 1016157 0 0 1016157 15242 1000915 50046 50046 274 274 49772 0 49772 0 49772 48248 0 48248 49772 41087 0 0 48248 41087 0 0 7161 0 0 0 0 0 0 0 0 42611 0 0 0 X ADVOCATES INC 515 WALNUT STREET NEWTON MA 02460 N/A PC PROGRAM SUPPORT 5000 ATLANTIC WHITE SHARK CONSERVANCY INC (AWSC) PO BOX 66 CHATHAM MA 02633 N/A PC PROGRAM SUPPORT 1000 CAPE COD LIGHTHOUSE CHARTER SCHOOL (CCLCS) 195 ROUTE 137 EAST HARWICH MA 02645 N/A PC PROGRAM SUPPORT 2000 CAPE COD OCEAN COMMUNITY PO BOX 297 SOUTH WELLFLEET MA 02663 N/A PC PROGRAM SUPPORT 1000 CURE ALZHEIMERS FUND 34 WASHINGTON STREET 200 WELLESLEY HILLS MA 02481 N/A PC PROGRAM SUPPORT 3000 DOCTORS WITHOUT BORDERS USA INC 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 N/A PC PROGRAM SUPPORT 1250 EARTH JUSTICE 50 CALIFORNIA STREET 500 SAN FRANCISCO CA 94111 N/A PC PROGRAM SUPPORT 1250 GIVEDIRECTLY INC PO BOX 3221 NEW YORK NY 10008 N/A PC PROGRAM SUPPORT 625 HOMELESS ANIMAL RESCUE TEAM OF MAINE (HART) PO BOX 351 CUMBERLAND ME 04021 N/A PC PROGRAM SUPPORT 1250 HOUSING ASSISTANCE CORPORATION 460 W MAIN ST 1 HYANNIS MA 02601 N/A PC PROGRAM SUPPORT 500 ITHACA COLLEGE 953 DANBY ROAD ITHACA NY 14850 N/A PC PROGRAM SUPPORT 5000 JOG YOUR MEMORY 5K INC 56 NICHOLS RD NEEDHAM MA 02492 N/A PC PROGRAM SUPPORT 1500 LOVE LIGHT AND MELODY 1942 BROADWAY ST STE 314C BOULDER CO 80302 N/A PC PROGRAM SUPPORT 1000 MILTON ACADEMY (THE MOUNTAIN SCHOOL) 151 MOUNTAIN SCHOOL RD VERSHIRE VT 05079 N/A PC PROGRAM SUPPORT 2000 PROTECT OUR WINTERS 4676 BROADWAY ST BOULDER CO 80304 N/A PC PROGRAM SUPPORT 1000 SAFE COALITION PO BOX 434 FRANKLIN MA 02038 N/A PC PROGRAM SUPPORT 2500 SANTA BARBARA CHANNEL KEEPER 714 BOND AVE SANTA BARBARA CA 93103 N/A PC PROGRAM SUPPORT 1000 SHADY HILL SCHOOL 178 COOLIDGE HILL CAMBRIDGE MA 02138 N/A PC PROGRAM SUPPORT 500 TANZANIAN CHILDREN'S FUND 4 BRATTLE ST STE 303 CAMBRIDGE MA 02138 N/A PC PROGRAM SUPPORT 2000 THE CARTER CENTER INC 453 JOHN LEWIS FREEDOM PKWY ATLANTA GA 30307 N/A PC PROGRAM SUPPORT 1000 PLANNED PARENTHOOD FEDERATION OF AMERICA INC 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 N/A PC PROGRAM SUPPORT 1250 ACLU FOUNDATION OF MASSACHUSETTS ONE CENTER PLAZA STE 850 BOSTON MA 02108 N/A PC PROGRAM SUPPORT 1250 THE CHILL FOUNDATION 180 QUEEN CITY PARK RD BURLINGTON VT 05401 N/A PC PROGRAM SUPPORT 1000 GRIZZLY & WOLF DISCOVERY CENTER 201 S CANYON STREET WEST YELLOWSTONE MT 59758 N/A PC PROGRAM SUPPORT 1000 JEWISH VOICE FOR PEACE PO BOX 589 BERKELEY CA 94701 N/A PC PROGRAM SUPPORT 625 HILLTOP MONTESSORI SCHOOL INC 99 STAFFORD FARM HILL BRATTLEBORO VT 05301 N/A PC PROGRAM SUPPORT 250 THE NEW ENGLAND YOUTH THEATER INC (NEYT) 100 FLAT STREET BRATTLEBORO VT 05301 N/A PC PROGRAM SUPPORT 625 THE DOVER CHURCH 17 SPRINGDALE AVE DOVER MA 02030 N/A PC PROGRAM SUPPORT 2500 CAPE WELLNESS COLLABORATIVE 436B STATION AVE SOUTH YARMOUTH MA 02664 N/A PC PROGRAM SUPPORT 3000 45875 0 14 5 14 18457 18 3567 0 22029 0 22029 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 4675 2337 2338 THE FOUNDATION IS ORGANIZED AND REGISTERED TO SOLICIT FUNDS UNDER THE LAWS OF THE COMMONWEALTH OF MASSACHUSETTS. A COPY OF THIS RETURN WAS NOT FILED WITH MASSACHUSETTS, BECAUSE THE ATTORNEY GENERAL'S OFFICE DOES NOT REQUIRE A COPY TO BE FILED WITH ITS FORM PC WHEN GROSS SUPPORT AND REVENUE IS BELOW $25,000 FOR THE YEAR. THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE CALCULATES GROSS SUPPORT AND REVENUE FOR FORM PC PURPOSES BY SUBTRACTING PART I. COLUMN A, LINE 6A (NET GAIN OR LOSS FROM SALE OF ASSETS) FROM PART I, COLUMN A, LINE 12 (TOTAL REVENUE). 800 SHS COCA COLA CO 13970 49808 900 SHS UNION PACIFIC CORP 6865 205236 2,600 SHS PFIZER INC 23309 68978 120 SHS THE TRAVELERS COS INC 971 28907 517 SHS BERKSHIRE HATHAWAY INC 39403 234346 400 SHS MICROSOFT CORP 40576 168599 1,500 SHS WALMART INC 41922 135525 150 SHS HONEYWELL INTL INC 27454 33884 200 SHS MERCK & CO INC 16319 19896 1,911 SHS TRI CONTINENTAL CORP CLOSED END FUND AT COST 43454 60560 STATE FILING FEES 35 0 35