2026-06-29T14:59:23-05:00 2025-12-31 010825608 DAIGLE & ASSOCIATES LLP 91 MONTVALE AVE - SUITE 100 STONEHAM MA 02180 990PF 2025-01-01 921281007 THE FERRARA FOUNDATION INC FERR 6172915484 1 FRANKLIN STREET UNIT 5103 BOSTON MA 02110 CLAUDIA FERRARA VICE PRESIDENT 6172915484 2026-06-02 1 ANDREW P RICE P01848664 6176193350 2025 2025-03-06 01:10:19Z X X 5796773 X X 5225 5225 143135 143135 118595 1894617 118595 266955 266955 0 0 0 47388 30388 17000 5722 1846 0 19 0 19 53129 32234 17019 225500 225500 278629 32234 242519 -11674 234721 357230 146164 146164 4810490 4990602 5650121 0 488 488 5167720 5137254 5796773 0 0 X 0 0 0 0 5167720 5137254 5167720 5137254 5167720 5137254 5167720 -11674 0 5156046 18792 5137254 MORGAN STANLEY P 1113065 1083966 29099 29099 MORGAN STANLEY P 781483 692056 89427 89427 CAPITAL GAINS DIVIDENDS P 69 69 69 118595 3263 0 3263 0 3263 3200 0 5000 0 8200 X 21 4916 4916 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A CLAUDIA FERRARA 5084465567 1 FRANKLIN STREET UNIT 5103 BOSTON MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN M FERRARA 1 FRANKLIN STREET UNIT 5103 BOSTON MA 02110 DIRECTOR, PRESIDENT 1.00 0 0 0 KATHLEEN A FERRARA 1 FRANKLIN STREET UNIT 5103 BOSTON MA 02110 DIRECTOR, CLERK 1.00 0 0 0 CLAUDIA FERRARA 1 FRANKLIN STREET UNIT 5103 BOSTON MA 02110 DIRECTOR, VICE PRESIDENT 1.00 0 0 0 ALFRED JOHN FERRARA 1 FRANKLIN STREET UNIT 5103 BOSTON MA 02110 DIRECTOR, TREASURER 1.00 0 0 0 JACK FERRARA 1 FRANKLIN STREET UNIT 5103 BOSTON MA 02110 DIRECTOR, COMMUNITY RELATIONS OFFICER 1.00 0 0 0 NONE 0 NONE 0 0 5334394 213496 0 5547890 0 0 5547890 83218 5464672 273234 273234 3263 3263 269971 0 269971 0 269971 242519 0 242519 269971 234175 0 0 242519 234175 0 0 8344 0 0 0 0 0 0 0 0 261627 0 0 0 JOHN M FERRARA KATHLEEN A FERRARA X ARTISTS FOR HUMANITY INC 100 W 2ND ST BOSTON MA 02127 NONE PC GENERAL SUPPORT 7000 BOYS AND GIRLS CLUBS OF BOSTON INC 200 HIGH ST BOSTON MA 02110 NONE PC GENERAL SUPPORT 1000 BROOKLINE FOOD PANTRY INC 210 HARVARD ST BROOKLINE MA 02446 NONE PC GENERAL SUPPORT 9500 CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON INC 275 W BROADWAY SOUTH BOSTON MA 02127 NONE PC GENERAL SUPPORT 15000 CHRISTIAN LEADERS MINISTRIES INC 17771 W SPRING LAKE ROAD SPRING LAKE MI 49456 NONE PC GENERAL SUPPORT 5000 DANA FARBER CANCER INSTITUTE INC 450 BROOKLINE AVE BOSTON MA 02215 NONE PC GENERAL SUPPORT 25000 DJ DREAM FUND INC 31 MILK STREET PO BOX 961233 BOSTON MA 02109 NONE PC GENERAL SUPPORT 26000 FRIENDSHIPWORKS INC 105 CHAUNCY ST BOSTON MA 02111 NONE PC GENERAL SUPPORT 20000 GLORIA GEMMA BREAST CANCER RESOURCE FOUNDATION 11A BLACKSTONE VALLEY PL LINCOLN RI 02865 NONE PC GENERAL SUPPORT 1000 HANOVER CHARITIES USA INC 824 ISLAND CIRCLE WEST ST HELENA ISLAND SC 29920 NONE PC GENERAL SUPPORT 1000 MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT BORDERS USA INC 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 NONE PC GENERAL SUPPORT 5000 PELOTONIA 2281 KENNY ROAD SUITE 450 COLUMBUS OH 43210 NONE PC GENERAL SUPPORT 5000 PINE STREET INN INC 444 HARRISON AVE BOSTON MA 02118 NONE PC GENERAL SUPPORT 7000 PROJECT CITIZENSHIP INC 11 BEACON ST UNIT 1210 BOSTON MA 02108 NONE PC GENERAL SUPPORT 20000 SAINT ANTHONY SHRINE 100 ARCH ST BOSTON MA 02110 NONE SO I GENERAL SUPPORT 10000 S E A L FOUNDATION INC 71 MAIN ST UNIT 8 LAKEVILLE MA 02347 NONE PC GENERAL SUPPORT 10000 SHOES THAT FIT 150 W 1ST ST CLAREMONT CA 91711 NONE PC GENERAL SUPPORT 3000 ST JUDE CHILDREN'S RESEARCH HOSPITAL INC 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE PC GENERAL SUPPORT 5000 ST MARY OF THE ASSUMPTION 3 LINDEN PLACE BROOKLINE MA 02445 NONE PC GENERAL SUPPORT 10000 STERLING PROMISE FOUNDATION INC 82 WENDELL AVE SUITE 100 PITTSFIELD MA 01201 NONE PC GENERAL SUPPORT 10000 THE GREATER BOSTON FOOD BANK INC 70 SOUTH BAY AVE BOSTON MA 02118 NONE PC GENERAL SUPPORT 5000 WESLEYAN UNIVERSITY 45 WYLLYS AVE MIDDLETOWN MA 06459 NONE PC GENERAL SUPPORT 25000 225500 0 14 5225 14 143135 18 118595 0 266955 0 266955 0 0 0 0 0 0 0 0 0 0 MORGAN STANLEY - CORPORATE STOCK 4990602 5650121 DIVIDENDS RECEIVABLE 0 488 488 PRIOR YEAR COST BASIS ADJUSTMENTS 18792 FILING FEES 19 0 19 MORGAN STANLEY - INVESTMENT MANAGEMENT 30388 30388 0 FOUNDATION SOURCE - ADMINISTRATIVE FEES 17000 0 17000 FOREIGN TAXES 1846 1846 0 FEDERAL TAXES 3876 0 0