2015-03-27T14:29:17-05:00 2014-12-31 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990PF 2014-01-01 046029004 JAMES C MELVIN TRUST UW ROBERT N SHAPIRO ET AL TRUSTEES MELV 6179517000 C/O ROPES GRAY LLP 800 BOYLSTON ST BOSTON MA 021993600 ROBERT N SHAPIRO TRUSTEE 6179517000 2015-03-16 1 ALFONSO PERILLO P00950491 6172276161 2015-03-11 2014 2016-03-07 17:11:31Z X 5646400 X X 21 21 103745 103745 243283 2194241 243283 347049 347049 0 0 0 944 472 472 4100 2050 2050 74715 37358 37357 8692 1036 0 4580 10 70 93031 40926 39949 200000 200000 293031 40926 239949 54018 306123 82 235175 177028 177028 2451666 2983021 3573566 2291030 1871922 1895806 4977953 5031971 5646400 0 0 X 4977953 5031971 0 0 0 0 4977953 5031971 4977953 5031971 4977953 54018 0 5031971 0 5031971 SALE OF PUBLICLY TRADED SECURITIES 2137525 1950958 186567 186567 CAPITAL GAINS DIVIDENDS P 56716 56716 56716 243283 0 274226 5438229 0.050426 259782 5095510 0.050983 249648 5099874 0.048952 235078 5085216 0.046228 265645 4699835 0.056522 0.253111 0.050622 5591835 283070 3061 286131 239949 6122 0 6122 0 6122 4960 4960 1162 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A ROPES GRAY LLP 6179517000 800 BOYLSTON STREET BOSTON MA 021993600 X 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FRANCIS L COOLIDGE ROPES GRAY 800 BOYLSTON STREET BOSTON MA 02199 TRUSTEE 0.00 0 0 0 EDWARD P LAWRENCE ROPES GRAY 800 BOYLSTON STREET BOSTON MA 02199 TRUSTEE 0.00 0 0 0 BRENDA S DIANA ROPES GRAY 800 BOYLSTON STREET BOSTON MA 02199 TRUSTEE 0.00 0 0 0 ROBERT N SHAPIRO ROPES GRAY 800 BOYLSTON STREET BOSTON MA 02199 TRUSTEE 0.00 0 0 0 NONE 0 ROPES & GRAY LLP 800 BOYLSTON STREET BOSTON MA 02199 LEGAL, MGMT. & INVESTMENT MGMT. 62672 0 0 5470847 206143 0 5676990 0 0 5676990 85155 5591835 279592 279592 6122 6122 273470 0 273470 0 273470 239949 0 239949 0 239949 273470 194237 0 0 239949 194237 0 0 45712 0 0 0 0 0 0 0 0 227758 0 0 0 X BENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY INC 41 BERKELEY STREET BOSTON MA 02116 N/A PC SCHOLARSHIP/AID 50000 NORTH BENNETT STREET SCHOOL 39 NORTH BENNET STREET BOSTON MA 021131914 N/A PC SCHOLARSHIP/AID 25000 RAW ART WORKS 37 CANTRAL SQUARE LYNN MA 019011379 N/A PC SCHOLARSHIP/AID 25000 RODMAN RIDE FOR KIDS INC 10 LINCOLN ROAD FOXBORO MA 02035 N/A PC SCHOLARSHIP/AID 100000 200000 0 14 21 14 103745 18 243283 0 347049 0 347049 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 4100 2050 2050 DISQUALIFIED PERSONS FORM 990-PF, PART VII-B, LINE 1(A)(4) EDWARD P LAWRENCE, FRANCIS L COOLIDGE, BRENDA S DIANA, & ROBERT N SHAPIRO, TRUSTEES, ARE NOT COMPENSATED DIRECTLY FROM THIS TRUST. HOWEVER, THEY ARE ACTIVE PARTNERS (BRENDA S DIANA AND ROBERT N SHAPIRO) AND RETIRED PARTNERS (EDWARD P LAWRENCE AND FRANCIS L COOLIDGE) OF THE LAW FIRM ROPES & GRAY LLP, WHICH PROVIDES INVESTMENT AND LEGAL ADVICE AND OTHER FIDUCIARY SERVICES. VARIOUS BOND FUNDS 1871922 1895806 VARIOUS EQUITIES 2983021 3573566 TAX ADMIN. & FILING SERVICES PAID TO ROPES & GRAY 944 472 472 STATE FILING FEE 70 0 70 ADR ISSUER FEES 10 10 0 PROBATE COSTS 4500 0 0 INVESTMENT MGMT. 68294 34147 34147 ADMINISTRATIVE SERVICES 6421 3211 3210 FOREIGN TAXES 1036 1036 0 FEDERAL EXCISE TAX 7656 0 0