2026-04-15T15:02:49-05:00 2025-11-30 043091380 SAVY & SAVY PC 33 BROAD STREET BOSTON MA 02109 990PF 2024-12-01 043493735 THE ANNE CARROLL FOUNDATION INC JOHN J CARROLL JR ANNE 6175238300 297 HEATHS BRIDGE ROAD CONCORD MA 01742 JOHN J CARROLL JR PRESIDENT 6175238300 2026-04-15 1 0 PETER N SAVY CPA P01320240 9786861209 2026-04-15 2024 2025-03-06 01:10:19Z X 58944 X X 1936 1936 1936 550 3754 550 2486 2486 1936 0 0 0 0 2819 0 0 0 2819 0 0 0 3000 3000 5819 0 0 3000 -3333 2486 1936 1676 489 489 45379 43233 58455 47055 43722 58944 0 0 X 0 0 0 0 47055 43722 47055 43722 47055 43722 47055 -3333 0 43722 0 43722 AMERICAN MUTUAL F2 P 2020-09-28 2025-05-30 46 33 13 13 FIRST EAGLE GLOBAL I P 2016-04-28 2025-05-30 52 38 14 14 FT-PREFERRED SECUR & INC ETF P 2018-01-16 2025-05-30 245 278 -33 -33 PIMCO LOW DURATION INC I2 P 2023-09-07 2025-05-30 336 323 13 13 VANGUARD FTSE EUROPE ETF P 2018-01-16 2025-05-30 153 123 30 30 VANGUARD MEGA CAP ETF P 2016-04-28 2025-05-30 212 71 141 141 VANGUARD MID-CAP ETF P 2016-04-28 2025-05-30 269 124 145 145 AMERICAN MUTUAL F2 P 2024-09-18 2025-05-30 14 14 0 0 AMERICAN MUTUAL F2 P 2024-12-17 2025-05-30 149 146 3 3 AMERICAN MUTUAL F2 P 2024-12-17 2025-05-30 20 20 0 0 AMERICAN MUTUAL F2 P 2025-03-12 2025-05-30 16 15 1 1 BLACKROCK STRATEGIC INC OPP P 2024-10-08 2025-05-30 433 432 1 1 BLACKROCK STRATEGIC INC OPP P 2025-02-28 2025-05-30 24 24 0 0 FIRST EAGLE GLOBAL I P 2024-12-05 2025-05-30 79 74 5 5 FIRST EAGLE GLOBAL I P 2024-12-05 2025-05-30 68 64 4 4 FIRST EAGLE GLOBAL I P 2024-12-05 2025-05-30 1 1 0 0 INVESCO BULLETSHARES 2030 CB P 2024-10-08 2025-05-30 747 754 -7 -7 PIMCO LOW DURATION INC I2 P 2024-08-30 2025-05-30 68 68 0 0 PIMCO LOW DURATION INC I2 P 2024-09-30 2025-05-30 63 64 -1 -1 PIMCO LOW DURATION INC I2 P 2024-10-31 2025-05-30 65 64 1 1 PIMCO LOW DURATION INC I2 P 2024-11-29 2025-05-30 64 65 -1 -1 PIMCO LOW DURATION INC I2 P 2024-12-26 2025-05-30 81 80 1 1 PIMCO LOW DURATION INC I2 P 2024-12-31 2025-05-30 66 65 1 1 PIMCO LOW DURATION INC I2 P 2025-01-31 2025-05-30 66 66 0 0 PIMCO LOW DURATION INC I2 P 2025-02-28 2025-05-30 65 66 -1 -1 PIMCO LOW DURATION INC I2 P 2025-03-31 2025-05-30 66 66 0 0 PIMCO LOW DURATION INC I2 P 2025-04-30 2025-05-30 66 66 0 0 CAPITAL GAINS DIVIDENDS P 220 220 220 550 7 35 0 35 0 35 0 0 0 0 0 0 35 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 0 N/A JOHN J CARROLL JR 6175238300 297 HEATHS BRIDGE RD CONCORD MA 01742 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 JOHN J CARROLL JR 297 HEATHS BRIDGE RD CONCORD MA 01742 PRES, TREAS, DIRECTOR 0.00 0 0 0 JOHN SHACK 146 PLEASANT ST WOBURN MA 01801 CLERK, DIRECTOR 0.00 0 0 0 JOHN J CARROLL III 297 HEATHS BRIDGE RD CONCORD MA 01742 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 57966 56 0 58022 0 0 58022 870 57152 2858 2858 35 35 2823 0 2823 0 2823 3000 0 3000 2823 0 2013 920 177 2052 2120 4349 3000 0 0 0 2823 177 0 0 4526 920 0 920 0 0 0 177 4349 2052 2120 177 JOHN J CARROLL JR X STUDENT FIN SVS (SCHOLARSHIP PROGRAM) (CHAMPLAIN COLLEGE) 163 S WILLARD STREET BURLINGTON VT 05401 NONE SCHOLARSHIP 2000 PRATT INSTITUTE 144 WEST 14TH ST NEW YORK NY 10011 NONE SCHOLARSHIP 1000 3000 0 14 1936 14 220 330 0 2156 330 2486 12 ALL INCOME IS EARNED AND ACCUMULATED FOR THE PURPOSE OF PROVIDING SCHOLARSHIPS. THERE IS NO OTHER USE ANTICIPATED. 0 0 0 0 0 0 0 0 0 0 MUTUAL FUNDS AT COST 43233 58455 TAX PREPARATION 1850 0 0 0 INVESTMENT ADVISOR 969 0 0 0