2026-09-18T17:01:12-04:00 2025-12-31 861065772 DELOITTE TAX LLP 330 RUSH ALLEY SUITE 800 COLUMBUS OH 432153932 990PF 2025-01-01 066369984 TUW ELEANOR SELLEW SELL 8558434716 25 B MAIN STREET LENOX MA 01240 JANICE E WARD SVP 8558434716 2026-09-18 true KELLY NEUGEBAUER P01285591 6142211000 2026-09-18 2025 X X 714009 X 17992 17992 24841 70096 24841 0 42833 42833 9128 6846 2282 0 0 0 0 0 0 500 375 0 125 0 0 1859 64 0 0 0 0 0 0 0 633 1 632 12120 7286 0 3039 13720 13720 25840 7286 0 16759 16993 35547 0 100767 77014 77014 0 0 0 205463 321274 571866 140331 65295 65129 0 446561 463583 714009 0 X 446561 463583 446561 463583 446561 463583 446561 16993 627 464181 598 463583 8. ALPHABET INC CAP STK CL A 2020-03-17 2025-01-28 1562 437 1125 1125 8. APPLE INC COM 2005-07-13 2025-01-28 1913 11 1902 1902 2. BLACKROCK INC COM 2012-07-25 2025-01-28 2103 331 1772 1772 35. CITIGROUP INC COM NEW 2019-03-08 2025-01-28 2802 2172 630 630 5. HOME DEPOT INC 2020-03-17 2025-01-28 2097 861 1236 1236 200. ISHARES MSCI EMERGING MARKETS ETF 2016-12-09 2025-01-28 8480 7243 1237 1237 15. ISHARES RUSSELL MID-CAP GROWTH ETF 2011-12-21 2025-01-28 2029 410 1619 1619 250. MFS NEW DISCOVERY VALUE FUND CLASS I #1850 2016-06-21 2025-01-28 4688 3233 1455 1455 15. METLIFE INC COM 2019-03-08 2025-01-28 1288 661 627 627 3. MICROSOFT CORP 2016-01-22 2025-01-28 1340 156 1184 1184 24. NVIDIA CORP COM 2019-03-08 2025-11-10 4682 90 4592 4592 9. OWENS CORNING NEW COM 2021-02-16 2025-01-28 1720 760 960 960 10. SALESFORCE INC 2020-05-06 2025-01-28 3617 1652 1965 1965 .5 SOLSTICE ADVANCED MATLS INC COM SHS 2019-03-08 2025-12-12 23 18 5 5 3. SOLSTICE ADVANCED MATLS INC COM SHS 2019-03-08 2025-12-23 148 107 41 41 4. UNION PAC CORP COM 2019-03-08 2025-01-28 996 655 341 341 25000. US TREASURY NOTE 2.875% DTD 07/31/2018 DUE 07/31/2025 2019-10-24 2025-07-31 25000 25000 . VANGUARD SHORT TERM TREASURY INDEX FUND ADM #1942 2025-11-21 5. VISA INC COM CL A 2013-07-16 2025-01-28 1682 237 1445 1445 11. CHUBB LIMITED COM 2016-01-14 2025-01-28 3001 1221 1780 1780 CAPITAL GAIN DIVIDENDS P 925 CAPITAL GAIN DIVIDENDS P 925 CAPITAL GAIN DIVIDENDS P 925 CAPITAL GAIN DIVIDENDS P 925 CAPITAL GAIN DIVIDENDS P 925 CAPITAL GAIN DIVIDENDS P 925 CAPITAL GAIN DIVIDENDS P 925 CAPITAL GAIN DIVIDENDS P 925 CAPITAL GAIN DIVIDENDS P 925 CAPITAL GAIN DIVIDENDS P 925 CAPITAL GAIN DIVIDENDS P 925 CAPITAL GAIN DIVIDENDS P 925 CAPITAL GAIN DIVIDENDS P 925 CAPITAL GAIN DIVIDENDS P 925 CAPITAL GAIN DIVIDENDS P 925 CAPITAL GAIN DIVIDENDS P 925 CAPITAL GAIN DIVIDENDS P 925 CAPITAL GAIN DIVIDENDS P 925 CAPITAL GAIN DIVIDENDS P 925 CAPITAL GAIN DIVIDENDS P 925 24841 494 0 494 3548 0 0 0 0 0 0 0 false false false false false false false true true CT true false false false false true BEACON BANK & TRUST 8558434716 25 B MAIN STREET LENOX MA 01240 false false false false true false false false false false false false false false false false false false false false false false BEACON BANK & TRUST 25 B MAIN STREET LENOX MA 01240 TRUSTEE 1 9128 NONE 0 NONE 0 603663 76655 0 680318 0 0 680318 10205 670113 33506 33506 0 33506 0 33506 0 33506 16759 0 0 0 0 16759 33506 16258 0 0 0 0 0 0 0 16759 16258 0 0 501 0 0 0 0 0 0 0 0 33005 0 0 0 0 0 0 0 0 Sarah Basile 25B Main Street Lenox MA 01240 8558434716 STANDARD PREPRINTED APPLICATION FORM SCHOOL TRANSCRIPT 30 DAYS PRIOR TO AWARD RESIDENTS OF NEW CANAAN CT. SCHOLARSHIP BASED ON MERIT, CHARACTER, PARTICIPATION IN SCHOOL AND COMMUNITY AFFAIRS AND FINANCIAL NEED WESTERN NEW ENGLAND UNIV JACOB SIMONDS 1215 WILBRAHAM RD SPRINGFIELD MA 01119 NONE I SCHOLARSHIP 1000 UNIV OF NEW ENGLAND GRACE RIVA 11 HILLS BEACH RD BIDDEFORD ME 04005 NONE I SCHOLARSHIP 1500 WORCESTER POLYTECHNIC INSTITUTE DANIELA LUCIA BRENNAN 100 INSTITUTE RD WORCESTER MA 01609 NONE I SCHOLARSHIP 1500 FAIRVIEW HOSPITAL 29 LEWIS AVENUE GREAT BARRINGTON MA 01230 NONE PC GENERAL SUPPORT 2720 WESTFIELD STATE UNIV VICTORIA E DODGE 577 WESTERN AVE WESTFIELD MA 01085 NONE I SCHOLARSHIP 2000 WESTERN NEW ENGLAND COLLEGE AMELIA DODGE 1215 WILBRAHAM RD SPRINGFIELD MA 01119 NONE I SCHOLARSHIP 2000 NORTHWESTERN CONNECTICUT DYLAN J DEANE 21 RAILROAD ST CANAAN CT 060182086 NONE I SCHOLARSHIP 1500 UNIVERSAL TECHNICAL INSTITUTE EXTON LIAM MACNEIL 750 PENNSYLVANIA DR EXTON PA 19341 NONE I SCHOLARSHIP 1500 13720 14 17992 18 24841 42833 42833 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 500 375 125 US TREASURY NOTE 2.875% DTD 0 US TREASURY NOTE 2.25% DTD 11/ 25284 24449 VANGUARD SHORT TERM TREASURY I CALVERT SHORT DURATION INCOME 15450 15745 SPDR BLOOMBERG 1-3 MONTH T-BIL US TREASURY NOTE 0.375% DTD 01 24561 24935 HONEYWELL INTERNATIONAL INC CO 1998 2731 OWENS CORNING NEW COM 5154 6827 UNION PAC CORP COM 2783 3932 ALPHABET INC CAP STK CL A 4690 53836 DISNEY WALT CO COM 694 3413 T MOBILE US INC COM 1131 4061 VERIZON COMMUNICATIONS INC COM 2256 1996 AMAZON.COM INC COM 3201 9233 HOME DEPOT INC COM 2424 5850 TJX COS INC NEW COM 450 4762 PROCTER & GAMBLE CO COM 1914 4013 WALMART INC. 2642 10027 CHEVRON CORP NEW COM 1873 2286 EXXON MOBIL CORP COM 1739 2647 CHUBB LIMITED COM 1776 4994 BANK OF AMERICA CORP COM 3113 5555 BLACKROCK INC COM 993 6422 CITIGROUP INC COM NEW METLIFE INC COM 2816 5210 VISA INC COM CL A 3560 26303 DANAHER CORP COM 1166 5952 MERCK & CO INC NEW COM 3033 4210 ACCENTURE PLC CLASS A ORDINARY 1450 2415 NXP SEMICONDUCTORS N V COM 4883 5427 APPLE INC COM 214 42410 CISCO SYS INC COM 3096 4776 MICROSOFT CORP COM 1982 18378 NVIDIA CORP COM 511 25364 SALESFORCE INC 1322 2119 DOMINION ENERGY, INC 1263 1465 NEXTERA ENERGY INC COM 385 2248 MFS NEW DISCOVERY VALUE FUND 9652 12960 ISHARES MSCI EMERGING MARKETS ISHARES MSCI EAFE ETF 12867 21127 ISHARES RUSSELL MID-CAP GROWTH 6420 32181 ISHARES INC CORE MSCI EMKT 3408 3428 SELECT SECTOR SPDR TR J P MORGAN EXCHANGE-TRADED FD 81572 81349 ISHARES 3-7 YEAR TREASURY BOND 46328 44995 STATE STREET SPDR BLOOMBERG 1- 46731 46604 VANGUARD SCOTTSDALE FDS VANGUA 49114 49756 STATE STREET REAL ESTATE SELEC 670 604 2025 TRANSACTIONS POSTED IN 2026 595 ROUNDING 3 OTHER NON-ALLOCABLE EXPENSE - 316 0 316 OTHER NON-ALLOCABLE EXPENSE - 316 0 316 OTHER EXPENSE (NON-DEDUCTIBLE 1 1 0 2024 TRANSACTION POSTED IN 2025 627 FOREIGN TAXES 15 15 0 STATE INCOME TAXES 719 0 0 FEDERAL TAX PAYMENT - PRIOR YE 1076 0 0 FOREIGN TAXES ON QUALIFIED FOR 43 43 0 FOREIGN TAXES ON NONQUALIFIED 6 6 0