2026-03-05T14:06:11-06:00 2025-12-31 992277914 EAG NEW ENGLAND LLC 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990PF 2025-01-01 043249244 MERRIMAC CHARITABLE TRUST II MERR 6172276161 CO EISNERAMPER 160 FEDERAL ST BOSTON MA 02110 ROBERT EVERTS TRUSTEE 6172276161 2026-03-04 1 EUGENE BORGONZI P01269879 6172276161 2025 2025-03-06 01:10:19Z X 1084918 X X 10 10 18070 18070 18127 25320 18127 36207 36207 0 0 0 4200 2100 2100 210 175 35 4410 2275 2135 44000 44000 48410 2275 46135 -12203 33932 11109 696 696 210789 203596 1016289 43454 48857 67933 265352 253149 1084918 0 0 X 0 0 0 0 265352 253149 265352 253149 265352 253149 265352 -12203 0 253149 0 253149 SALE OF PUBLICLY TRADED SECURITIES 20214 7193 13021 13021 CAPITAL GAINS DIVIDENDS P 5106 5106 5106 18127 472 0 472 0 472 872 0 0 0 872 0 400 400 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 1064040 15885 0 1079925 0 0 1079925 16199 1063726 53186 53186 472 472 52714 0 52714 0 52714 46135 0 46135 52714 42611 0 0 46135 42611 0 0 3524 0 0 0 0 0 0 0 0 49190 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 CAPE WELLNESS COLLABORATIVE 436B STATION AVE SOUTH YARMOUTH MA 02664 N/A PC PROGRAM SUPPORT 1000 CURE ALZHEIMERS FUND 34 WASHINGTON STREET 230 WELLESLEY HILLS MA 02481 N/A PC PROGRAM SUPPORT 3000 EARTH JUSTICE 50 CALIFORNIA STREET 500 SAN FRANCISCO CA 94111 N/A PC PROGRAM SUPPORT 500 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 1000 HOUSING ASSISTANCE CORPORATION 460 W MAIN ST 1 HYANNIS MA 02601 N/A PC PROGRAM SUPPORT 1000 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 LGBTQ CENTER OF DURHAM 1007 BROAD STREET DURHAM NC 27705 N/A PC PROGRAM SUPPORT 1250 MILTON ACADEMY (THE MOUNTAIN SCHOOL) 151 MOUNTAIN SCHOOL RD VERSHIRE VT 05079 N/A PC PROGRAM SUPPORT 1500 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 CHILL FOUNDATION 180 QUEEN CITY PARK RD BURLINGTON VT 05401 N/A PC PROGRAM SUPPORT 1000 THE DOVER CHURCH 17 SPRINGDALE AVE DOVER MA 02030 N/A PC PROGRAM SUPPORT 2500 COVENANT HOUSE 5 PENN PLAZA 3RD FLOOR NEW YORK NY 10001 N/A PC PROGRAM SUPPORT 1000 WELLFLEET OYSTER ALLIANCE PO BOX 2156 WELLFLEET MA 02667 N/A PC PROGRAM SUPPORT 1000 CAROLINA ABORTION FUND 5540 CENTERVIEW DR STE 204 PMB 84105 RALEIGH NC 276068012 N/A PC PROGRAM SUPPORT 625 TRANSLATINA NETWORK INC 137 WEST 19TH ST 2ND FLOOR NEW YORK NY 10011 N/A PC PROGRAM SUPPORT 1250 DIRECT RELIEF 6100 WALLACE BECKNELL RD SANTA BARBARA CA 93117 N/A PC PROGRAM SUPPORT 625 AUGUSTA FOOD BANK 161 MT VERNON AVE AUGUSTA ME 04330 N/A PC PROGRAM SUPPORT 1125 PRO BONO NET INC 151 WEST 30TH ST 6TH FLOOR NEW YORK NY 10001 N/A PC PROGRAM SUPPORT 1000 NORTH CAROLINA JUSTICE CENTER PO BOX 28068 RALEIGH NC 276118068 N/A PC PROGRAM SUPPORT 250 NORTH CAROLINA PUBLIC RADIO ASSOCIATION INC 755 BIG TREE DR LEWISVILLE NC 27023 N/A PC PROGRAM SUPPORT 500 NEW HAMPSHIRE PUBLIC RADIO INC 2 PILLSBURY ST 600 CONCORD NH 03301 N/A PC PROGRAM SUPPORT 500 BIKE-WALK ALLIANCE OF NH 2 WHITNEY RD STE 11 CONCORD NH 03301 N/A PC PROGRAM SUPPORT 250 44000 0 14 10 14 18070 18 18127 0 36207 0 36207 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 4200 2100 2100 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 55928 900 SHS UNION PACIFIC CORP 6865 208188 1,800 SHS PFIZER INC 16137 44820 120 SHS THE TRAVELERS COS INC 971 34807 517 SHS BERKSHIRE HATHAWAY INC 39403 259870 400 SHS MICROSOFT CORP 40576 193448 1,500 SHS WALMART INC 41922 167115 150 SHS HONEYWELL INTL INC 25858 29264 200 SHS MERCK & CO INC 16319 21052 37 SHS SOLSTICE ADVANCED MATLS INC 1575 1797 2,080 SHS TRI CONTINENTAL CORP CLOSED END FUND AT COST 48857 67933 STATE FILING FEES 35 0 35 UBS ANNUAL FEE 175 175 0