2026-04-01T07:29:38-05:00 2025-12-31 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990PF 2025-01-01 812658653 THE HARBORONE FOUNDATION HARB 5088951347 770 OAK ST BROCKTON MA 02301 JENNIFER WHITE PRESIDENT/DIRECTOR 5088951347 2026-03-25 1 KAREN S NG P01067482 6174399700 2026-03-25 2025 2025-03-06 01:10:19Z X 4351835 X X 81 215287 215684 725785 4742861 881885 218750 0 1159822 1097650 202621 30393 233014 38594 0 38594 10714 0 10714 21934 0 21934 24565 28511 0 14431 566 0 390 0 390 4640 0 4640 317889 59470 309286 4485421 4485421 4803310 59470 4794707 -3643488 1038180 174580 100 100 94157 798 798 218750 218750 218750 55708 0 0 5919384 4131822 4131822 1541007 0 0 21924 365 365 5585 0 0 7812345 4351835 4351835 106818 8846 106818 8846 X 0 0 0 0 7705527 4342989 7705527 4342989 7812345 4351835 7705527 -3643488 280950 4342989 0 4342989 HARBORONE BANCORP D 735169 351175 383994 383994 SALE OF INVESTMENTS P 3966462 3509801 456661 456661 CAPITAL GAINS DIVIDENDS P 41230 41230 41230 881885 14431 0 14431 0 14431 5585 0 0 0 5585 X 0 8846 0 0 0 0 0 0 0 0 0 1 0 1 MA DE 1 0 0 0 0 1 WWW.HARBORONE.COM/ABOUT-US/COMMUNITY/HARBORONE-FO MAUREEN WILKINSON 5088951347 770 OAK STREET BROCKTON MA 02301 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JENNIFER WHITE 770 OAK STREET BROCKTON MA 02301 PRESIDENT/DIRECTOR 22.00 89250 0 0 MAUREEN WILKINSON 770 OAK STREET BROCKTON MA 02301 DIRECTOR/TREASURER/SECRETARY 22.00 113371 0 0 JOSEPH F CASEY 770 OAK STREET BROCKTON MA 02301 DIRECTOR 1.00 0 0 0 JEFFEREY RUSSELL 770 OAK STREET BROCKTON MA 02301 DIRECTOR/COMMUNIITY REPR. 1.00 0 0 0 BRENDA DIEPOLD 770 OAK STREET BROCKTON MA 02301 DIRECTOR 1.00 0 0 0 KATHY HENRY 125 HIGH STREET 9TH FLOOR BOSTON MA 02110 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 6828708 468526 0 7297234 0 0 7297234 109459 7187775 359389 359389 14431 14431 344958 0 344958 0 344958 4794707 0 4794707 344958 0 0 175102 214923 287611 271337 545844 1494817 4794707 0 0 0 344958 4449749 0 0 5944566 0 0 0 0 0 0 175102 5769464 214923 287611 271337 545844 4449749 X A FAITH THAT DOES JUSTICE (AFTDJ) P O BOX 990152 BOSTON MA 02199 NOT RELATED PC EXEMPT PURPOSE 3500 ACTION FOR BOSTON COMMUNITY DEVELOPMENT 178 TREMONT STREET BOSTON MA 02111 NOT RELATED PC EXEMPT PURPOSE 7500 ALLSTON BRIGHTON COMMUNITY DEVELOPMENT CORPORATION 18R SHEPARD STREET 100 BRIGHTON MA 02135 NOT RELATED PC EXEMPT PURPOSE 15000 AS220 95 MATHEWSON ST UNIT 204 PROVIDENCE RI 02903 NOT RELATED PC EXEMPT PURPOSE 7500 ATTLEBORO YMCA 63 NORTH MAIN ST ATTLEBORO MA 02703 NOT RELATED PC EXEMPT PURPOSE 10000 BIG BROTHERS BIG SISTERS OF RHODE ISLAND INC 188 VALLEY STREET SUITE 125 PROVIDENCE RI 02909 NOT RELATED PC EXEMPT PURPOSE 5000 BOSTON COMMUNITY PEDIATRICS 527 ALBANY STREET BOSTON MA 02118 NOT RELATED PC EXEMPT PURPOSE 10000 BOSTON LOCAL DEVELOPMENT CORP 43 HAWKINS STREET STE 2A BOSTON MA 02114 NOT RELATED PC EXEMPT PURPOSE 5000 BOSTON LYRIC OPERA COMPANY 15 CHANNEL CENTER 102 BOSTON MA 02210 NOT RELATED PC EXEMPT PURPOSE 2500 BOSTON MEDICAL CENTER CORPORATION 960 MASSACHUSETTS AVENUE BOSTON MA 02118 NOT RELATED PC EXEMPT PURPOSE 7500 BOYS & GIRLS CLUB OF BROCKTON INC 19 COURT STREET TAUNTON MA 02780 NOT RELATED PC EXEMPT PURPOSE 10000 BOYS & GIRLS CLUB OF LYNN 25 N COMMON STREET LYNN MA 01905 NOT RELATED PC EXEMPT PURPOSE 2500 BOYS & GIRLS CLUB OF PAWTUCKET 1 MOELLER PLACE PAWTUCKET RI 02860 NOT RELATED PC EXEMPT PURPOSE 5000 BOYS & GIRLS CLUBS OF WARWICK 42 FREDERICK ST WARWICK RI 02888 NOT RELATED PC EXEMPT PURPOSE 7500 BOYS AND GIRLS CLUBS OF PROVIDENCE 550 WICKENDEN STREET PROVIDENCE RI 02903 NOT RELATED PC EXEMPT PURPOSE 7500 BRYANT UNIVERSITY 1150 DOUGLAS PIKE SMITHFIELD RI 02917 NOT RELATED PC EXEMPT PURPOSE 7000 BUZZARDS BAY AREA HABITAT FOR HUMANITY PO BOX 1584 8 COUNTY ROAD SUITE 2 MATTAPOISETT MA 02739 NOT RELATED PC EXEMPT PURPOSE 2500 CAMBRIDGE ECONOMIC OPPORTUNITY COMMITTEE INC 11 INMAN STREET CAMBRIDGE MA 02139 NOT RELATED PC EXEMPT PURPOSE 5000 CAPITAL GOOD FUND 333 SMITH STREET PROVIDENCE RI 02908 NOT RELATED PC EXEMPT PURPOSE 7500 CHICA 1266 FURNACE BROOK PARKWAY SUITE 410 QUINCY MA 02169 NOT RELATED PC EXEMPT PURPOSE 2500 CHILD & FAMILY 31 JOHN CLARKE RD MIDDLETOWN RI 02842 NOT RELATED PC EXEMPT PURPOSE 20000 COMMUNITIES FOR PEOPLE 623 ATWELLS AVENUE STE 201 PROVIDENCE RI 02909 NOT RELATED PC EXEMPT PURPOSE 10000 COMMUNITY COLLEGE OF RHODE ISLAND 1762 OLD LOUISQUISSET PIKE LINCOLN RI 02865 NOT RELATED PC EXEMPT PURPOSE 5000 COMMUNITY SERVINGS INC 179 AMORY ST JAMAICA PLAIN MA 02130 NOT RELATED PC EXEMPT PURPOSE 7500 COMPASS WORKING CAPITAL 89 SOUTH ST SUITE 804 BOSTON MA 02111 NOT RELATED PC EXEMPT PURPOSE 5000 COMPREHENSIVE COMMUNITY ACTION PROGRAM (CCAP) ONE CAPITAL WAY CRANSTON RI 02910 NOT RELATED PC EXEMPT PURPOSE 2500 COMUNIDADES ENRAIZADAS COMMUNITY LAND TRUST INC 90 EVERETT AVE SUITE 10 CHELSEA MA 02150 NOT RELATED PC EXEMPT PURPOSE 5000 CRADLES TO CRAYONS INC 281 NEWTONVILLE AVENUE NEWTON MA 02460 NOT RELATED PC EXEMPT PURPOSE 7500 CROSSROADS 119 MYRTLE STREET DUXBURY MA 02332 NOT RELATED PC EXEMPT PURPOSE 5000 CROSSROADS RHODE ISLAND 160 BROAD STREET PROVIDENCE RI 02903 NOT RELATED PC EXEMPT PURPOSE 10000 DORCAS INTERNATIONAL INSTITUTE OF RI INC 645 ELMWOOD AVENUE PROVIDENCE RI 02907 NOT RELATED PC EXEMPT PURPOSE 5000 DOVE INC PO BOX 690267 QUINCY MA 02269 NOT RELATED PC EXEMPT PURPOSE 5000 EAST BOSTON YMCA 316 HUNTINGTON AVENUE BOSTON MA 02115 NOT RELATED PC EXEMPT PURPOSE 10000 FAMILY SERVICE OF RHODE ISLAND INC 55 HOPE ST PO BOX 6688 PROVIDENCE RI 02940 NOT RELATED PC EXEMPT PURPOSE 5000 FATHER BILL'S & MAINSPRING 430 BEMONT STREET BROCKTON MA 02301 NOT RELATED PC EXEMPT PURPOSE 10000 FESTIVAL BALLET PROVIDENCE 825 HOPE STREET PROVIDENCE RI 02906 NOT RELATED PC EXEMPT PURPOSE 2500 FRIENDS OF THE CANTON PUBLIC LIBRARY 786 WASHINGTON STREET CANTON MA 02021 NOT RELATED PC EXEMPT PURPOSE 1000 FUTURE CHEFS 305 BLUE HILL AVE BOSTON MA 02121 NOT RELATED PC EXEMPT PURPOSE 2500 GENESIS CENTER 620 POTTERS AVENUE PROVIDENCE RI 02907 NOT RELATED PC EXEMPT PURPOSE 5000 GIRLS ON THE RUN GREATER BOSTON 89 SOUTH STREET SUITE 402 BOSTON MA 02111 NOT RELATED PC EXEMPT PURPOSE 2500 HABITAT FOR HUMANITY INTERNATIONAL INC PO BOX 100 ATTLEBORO MA 02703 NOT RELATED PC EXEMPT PURPOSE 5000 HEADING HOME INC 186 MASSACHUSETTS AVE BOSTON MA 02115 NOT RELATED PC EXEMPT PURPOSE 5000 HEALTH IMPERATIVES INC 942 WEST CHESTNUT STREET BROCKTON MA 02301 NOT RELATED PC EXEMPT PURPOSE 12500 HEBRON FOOD PANTRY INC 11 SANFORD STREET ATTLEBORO MA 02703 NOT RELATED PC EXEMPT PURPOSE 7500 HILDEBRAND FAMILY SELF HELP CENTER INC 614 MASSACHUSETTS AVENUE THIRD FLOOR CAMBRIDGE MA 02139 NOT RELATED PC EXEMPT PURPOSE 5000 HOPE ALZHEIMERS CENTER 25 BRAYTON AVENUE CRANSTON RI 02920 NOT RELATED PC EXEMPT PURPOSE 2500 HOPE AND COMFORT INC 33 4TH AVENUE NEEDHAM MA 02494 NOT RELATED PC EXEMPT PURPOSE 10000 HOPE IN JESUS MINISTRIES 44 STAMFORD AVE PROVIDENCE RI 02907 NOT RELATED PC EXEMPT PURPOSE 7500 HORIZONS FOR HOMELESS CHILDREN INC 1785 COLUMBUS AVENUE ROXBURY MA 02119 NOT RELATED PC EXEMPT PURPOSE 5000 HOUSE OF POSSIBILITIES (HOPE) 350 WASHINGTON STREET EASTON MA 02356 NOT RELATED PC EXEMPT PURPOSE 5000 JULIE'S FAMILY LEARNING PROGRAM 133 DORCHESTER STREET BOSTON MA 02127 NOT RELATED PC EXEMPT PURPOSE 5000 JUNIOR ACHIEVEMENT OF RHODE ISLAND 2480 POST ROAD SUITE 309 WARWICK RI 02886 NOT RELATED PC EXEMPT PURPOSE 2500 JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS 128 UNION STREET SUITE 304 NEW BEDFORD MA 02740 NOT RELATED PC EXEMPT PURPOSE 7500 JUST A START 430 RINDGE AVE SUITE 301 CAMBRIDGE MA 02140 NOT RELATED PC EXEMPT PURPOSE 10000 LA COLABORATIVA INC 63 6TH ST CHELSEA MA 02150 NOT RELATED PC EXEMPT PURPOSE 5000 LEARN TO LEAD FOUNDATION OF LOWELL INC 206 JACKSON STREET LOWELL MA 01852 NOT RELATED PC EXEMPT PURPOSE 5000 LEARNING COMMUNITY CHARTER SCHOOL INC 21 LINCOLN AVE CENTRAL FALLS RI 02863 NOT RELATED PC EXEMPT PURPOSE 5000 LOVIN' SPOONFULS INC 189 WELLS AVE SUITE 100 NEWTON MA 02459 NOT RELATED PC EXEMPT PURPOSE 5000 MASSACHUSETTS AFFORDABLE HOMEOWNERSHIP ALLIANCE 1803 DORCHESTER AVE DORCHESTER MA 02124 NOT RELATED PC EXEMPT PURPOSE 10000 MATTAPANGREATER BOSTON TECHNOLOGY LEARNING CENTER INC 24 REGIS RD BOSTON MA 02126 NOT RELATED PC EXEMPT PURPOSE 5000 MEALS ON WHEELS OF RI INC 70 BATH ST PROVIDENCE RI 02908 NOT RELATED PC EXEMPT PURPOSE 7500 MEETING STREET 1000 EDDY ST PROVIDENCE RI 02905 NOT RELATED PC EXEMPT PURPOSE 7500 MENTOR RHODE ISLAND THE RI MENTORING PARTNERSHIP INC 875 CENTERVILLE ROAD BUILDING 3 UNIT 9 WARWICK RI 02886 NOT RELATED PC EXEMPT PURPOSE 10000 METRO HOUSINGBOSTON 1411 TREMONT STREET BOSTON MA 02120 NOT RELATED PC EXEMPT PURPOSE 7500 MOUNT HOPE LEARNING CENTER 140 CYPRESS STREET PROVIDENCE RI 02906 NOT RELATED PC EXEMPT PURPOSE 3500 MY BROTHERS KEEPER INC PO BOX 338 NORTH EASTON MA 02356 NOT RELATED PC EXEMPT PURPOSE 7500 NEIGHBORHOOD OF AFFORDABLE HOUSING INC 143 BORDER ST EAST BOSTON MA 02128 NOT RELATED PC EXEMPT PURPOSE 10000 NEIGHBORWORKS BLACKSTONE RIVER VALLEY 719 FRONT STREET SUITE 103 WOONSOCKET RI 02895 NOT RELATED PC EXEMPT PURPOSE 10000 NEIGHBORWORKS SOUTHERN MASS 422 WASHINGTON ST QUINCY MA 02169 NOT RELATED PC EXEMPT PURPOSE 5000 NEIGHBORWORKS SOUTHERN NEW HAMPSHIRE PO BOX 3968 MANCHESTER NH 03105 NOT RELATED PC EXEMPT PURPOSE 6000 OLD COLONY Y 320 MAIN STREET BROCKTON MA 02301 NOT RELATED PC EXEMPT PURPOSE 13000 OLNEYVILLE HOUSING CORP 66 CHAFFEE STREET PROVIDENCE RI 02909 NOT RELATED PC EXEMPT PURPOSE 20000 ONEGOAL MASSACHUSETTS 207 DUDLEY STREET SUITE 200 BOSTON MA 02119 NOT RELATED PC EXEMPT PURPOSE 10000 PAWTUCKET CENTRAL FALLS DEVELOPMENT 204 BROAD STREET PAWTUCKET RI 02860 NOT RELATED PC EXEMPT PURPOSE 10000 PLANNING OFFICE FOR URBAN AFFAIRS INC 84 STATE STREET SUITE 600 BOSTON MA 02109 NOT RELATED PC EXEMPT PURPOSE 5000 PLAYWORKS NEW ENGLAND 1452 DORCHESTER AVE 4TH FL DORCHESTER MA 02122 NOT RELATED PC EXEMPT PURPOSE 5000 PROJECT CITIZENSHIP INC 11 BEACON ST SUITE 1210 BOSTON MA 02108 NOT RELATED PC EXEMPT PURPOSE 7500 PROJECT SWEET PEAS 45 BOYLSTON STREET WARWICK RI 02889 NOT RELATED PC EXEMPT PURPOSE 6000 PROJECT WEBERRENEW 45 WILLARD AVE PROVIDENCE RI 02905 NOT RELATED PC EXEMPT PURPOSE 7500 PROVIDENCE AFTER SCHOOL ALLIANCE INC 188 VALLEY ST STE 204 PROVIDENCE RI 02909 NOT RELATED PC EXEMPT PURPOSE 5000 PROVIDENCE PERFORMING ARTS CENTER 220 WEYBOSSET STREET PROVIDENCE RI 02903 NOT RELATED PC EXEMPT PURPOSE 35000 PROVIDENCE PROMISE 2 REGENCY PLAZA STE 12 PROVIDENCE RI 02903 NOT RELATED PC EXEMPT PURPOSE 7500 QUINCY COLLEGE 1250 HANCOCK STREET QUINCY MA 02169 NOT RELATED PC EXEMPT PURPOSE 6000 QUINCY COMMUNITY ACTION PROGRAMS INC 1509 HANCOCK ST QUINCY MA 02169 NOT RELATED PC EXEMPT PURPOSE 5000 RHODE ISLAND COMMUNITY FOOD BANK ASSOCIATION 200 NIANTIC AVENUE PROVIDENCE RI 02907 NOT RELATED PC EXEMPT PURPOSE 15000 ROGER WILLIAMS PARK ZOO 1000 ELMWOOD AVENUE PROVIDENCE RI 02907 NOT RELATED PC EXEMPT PURPOSE 96000 SAINT FRANCIS HOUSE INC PO BOX 120499 ESSEX STATION BOSTON MA 02112 NOT RELATED PC EXEMPT PURPOSE 7500 SCHOOL ON WHEELS OF MASSACHUSETTS 100 LAUREL ST SUITE 121 EAST BRIDGEWATER MA 02333 NOT RELATED PC EXEMPT PURPOSE 6500 SOCIETY OF ST VINCENT DE PAUL DISTRICT COUNCIL OF ATTLEBORO 16 WALTER ST NORTON MA 02766 NOT RELATED PC EXEMPT PURPOSE 7500 SOCIETY OF ST VINCENT DE PAUL ST JOSEPH NEWPORT 5 MANN AVE NEWPORT RI 02840 NOT RELATED PC EXEMPT PURPOSE 1000 SOJOURNER HOUSE INC 386 SMITH STREET PROVIDENCE RI 02908 NOT RELATED PC EXEMPT PURPOSE 2500 SOUTH BOSTON NEIGHBORHOOD HOUSE INC 136 H STREET SOUTH BOSTON MA 02127 NOT RELATED PC EXEMPT PURPOSE 7500 SOUTHCOAST FAIR HOUSING INC 257 UNION STREET NEW BEDFORD MA 02740 NOT RELATED PC EXEMPT PURPOSE 5000 SOUTHCOAST FAIR HOUSING INC 257 UNION STREET NEW BEDFORD MA 02740 NOT RELATED PC EXEMPT PURPOSE 5000 ST MARY'S CENTER FOR WOMEN AND CHILDREN 90 CUSHING AVE BOSTON MA 02125 NOT RELATED PC EXEMPT PURPOSE 7500 THE HOCKOMOCK AREA YMCA 300 ELMWOOD STREET NORTH ATTLEBORO MA 02760 NOT RELATED PC EXEMPT PURPOSE 7500 THE LITERACY CENTER INC 80 NORTH MAIN ST ATTLEBORO MA 02703 NOT RELATED PC EXEMPT PURPOSE 7500 TRINITY CATHOLIC ACADEMY INC 37 ERIE AVENUE BROCKTON MA 02302 NOT RELATED PC EXEMPT PURPOSE 7500 UASPIRE 6 LIBERTY SQUARE PMB 98549 BOSTON MA 02109 NOT RELATED PC EXEMPT PURPOSE 5000 UNITED WAY OF GREATER PLYMOUTH COUNTY INC 934 WEST CHESTNUT STREET BROCKTON MA 02301 NOT RELATED PC EXEMPT PURPOSE 25000 UNIVERSITY OF RHODE ISLAND FOUNDATION & ALUMNI ENGAGEMENT 79 UPPER COLLEGE ROAD KINGSTON RI 02881 NOT RELATED PC EXEMPT PURPOSE 10000 URBAN EDGE 1542 COLUMBUS AVENUE ROXBURY MA 02119 NOT RELATED PC EXEMPT PURPOSE 5000 VETERANS TRANSITION HOUSE (VTH) 1297 PURCHASE STREET NEW BEDFORD MA 02740 NOT RELATED PC EXEMPT PURPOSE 7500 WATCH CDC 24 CRESCENT STREET 201 WALTHAM MA 02453 NOT RELATED PC EXEMPT PURPOSE 7500 WEBSTER HOUSE 135 WEBSTER STREET MANCHESTER NH 03104 NOT RELATED PC EXEMPT PURPOSE 5000 WEST END HOUSE 105 ALLSTON ST BOSTON MA 02134 NOT RELATED PC EXEMPT PURPOSE 7500 WEST SIDE MONTESSORI 73 STANWOOD STREET PROVIDENCE RI 02907 NOT RELATED PC EXEMPT PURPOSE 2500 WOMEN'S LUNCH PLACE PO BOX 170900 BOSTON MA 02117 NOT RELATED PC EXEMPT PURPOSE 2500 Y2Y NETWORK 955 MASS AVE PO BOX 424 CAMBRIDGE MA 02139 NOT RELATED PC EXEMPT PURPOSE 2500 YEAR UP RHODE ISLAND 45 MILK STREET 9TH FLOOR BOSTON MA 02109 NOT RELATED PC EXEMPT PURPOSE 5000 DIGGER FOODS INC 63 PLEASANT ST SHARON MA 02067 NOT RELATED PC EXEMPT PURPOSE -4500 GOOD NEIGHBORS INC 55 TURNER AVE RIVERSIDE RI 02915 NOT RELATED PC EXEMPT PURPOSE -2500 RHODEWAY FINANCIAL 255 DYER STREET PROVIDENCE RI 02903 NOT RELATED PC EXEMPT PURPOSE -500 EASTERN BANK FOUNDATION 601 EDGEWATER DRIVE SUITE 150 WAKEFIELD MA 01880 NOT RELATED PF TRANSFER OF ALL NET ASSETS ON TERMINATION PURSUANT 3625921 4485421 0 14 14 215287 18 725785 CITC REFUND 218750 0 941072 218750 1159822 11A CITC REFUND 0 0 0 0 0 0 0 0 0 0 CBIZ 21934 0 21934 EASTERN BANK FOUNDATION 601 EDGEWATER DRIVE SUITE 150 WAKEFIELD MA 01880 ON NOVEMBER 1, 2025, HARBORONE BANCORP, INC. MERGED INTO EASTERN BANK CORPORATION. FOLLOWING THE MERGER, MANAGEMENT DETERMINED THAT IT WOULD BE IN THE BEST INTEREST OF THE HARBORONE FOUNDATION AND THE COMMUNITIES IT SERVES TO CONSOLIDATE THE GRANTMAKING ACTIVITIES OF THE HARBORONE FOUNDATION WITH THOSE OF THE EASTERN BANK FOUNDATION. AS PART OF THIS PLAN, THE CORPORATION APPROVED THE TRANSFER OF ALL ASSETS OF THE HARBORONE FOUNDATION TO THE EASTERN BANK FOUNDATION AND THE SUBSEQUENT DISSOLUTION OF THE HARBORONE FOUNDATION.THE ASSET TRANSFERS ARE EXPECTED TO OCCUR OVER A TWO-YEAR PERIOD. AS OF DECEMBER 30, 2025, THE HARBORONE FOUNDATION TRANSFERRED CASH TOTALING $3,625,921 TO THE EASTERN BANK FOUNDATION. THE REMAINING ASSETS ARE EXPECTED TO BE TRANSFERRED DURING 2026, AFTER WHICH THE HARBORONE FOUNDATION WILL PROCEED WITH FORMAL DISSOLUTION. 3625921 FIDELITY # 4269 EASTERN BANKSHARES STOCK 4131822 4131822 FIDELITY # 4069 ETPS FMV 365 365 ON NOVEMBER 1, 2025, HARBORONE BANCORP, INC. MERGED INTO EASTERN BANK CORPORATION. FOLLOWING THE MERGER, MANAGEMENT DETERMINED THAT IT WOULD BE IN THE BEST INTEREST OF THE HARBORONE FOUNDATION AND THE COMMUNITIES IT SERVES TO CONSOLIDATE THE GRANTMAKING ACTIVITIES OF THE HARBORONE FOUNDATION WITH THOSE OF THE EASTERN BANK FOUNDATION. AS PART OF THIS PLAN, THE CORPORATION APPROVED THE TRANSFER OF ALL ASSETS OF THE HARBORONE FOUNDATION TO THE EASTERN BANK FOUNDATION AND THE SUBSEQUENT DISSOLUTION OF THE HARBORONE FOUNDATION. THE ASSET TRANSFERS ARE EXPECTED TO OCCUR OVER A TWO-YEAR PERIOD. AS OF DECEMBER 30, 2025, THE HARBORONE FOUNDATION TRANSFERRED CASH TOTALING $3,625,921 TO THE EASTERN BANK FOUNDATION. THE REMAINING ASSETS ARE EXPECTED TO BE TRANSFERRED DURING 2026, AFTER WHICH THE HARBORONE FOUNDATION WILL PROCEED WITH FORMAL DISSOLUTION. LEGAL FEES 10714 0 10714 PREPAID EXCISE TAXES 5585 0 0 DUES & MEMBERSHIP FEES 3737 0 3737 MEALS & ENTERTAINMENT 153 0 153 STETE FILING FEES 385 0 385 MISCELLANEOUS 365 0 365 CITC REFUND 218750 218750 UNREALIZED GAIN/LOSS 280950 INVESTMENT MANAGEMENT FEES 24565 28511 0 FOREIGN TAXES 0 566 0 FEDERAL EXCISE TAX 14431 0 0