2026-05-05T13:01:39-05:00 2025-12-31 920460586 PWC US TAX LLP 301 GRANT STREET 45TH FLOOR PITTSBURGH PA 15219 990PF 2025-01-01 046017410 ROME CHARITABLE TRUST ROME 8882657962 PO BOX 64193 EAGAN MN 55164 BOSTON TRUST WALDEN BY TAX MANAGER 8882657962 2026-04-16 true ALLISON J VALENTY P00963824 4123556000 2026-04-16 X 2025 2025-03-06 01:10:19Z X 633985 X 10716 10716 22511 32923 22511 0 39 33266 33227 3951 2963 988 0 0 0 0 0 3100 0 0 3100 3500 0 0 875 0 0 0 0 0 0 0 0 0 185 185 10736 2963 0 5148 20149 20149 30885 2963 0 25297 2381 30264 0 3427 16197 16197 0 0 0 93721 83307 557626 39920 39920 60126 12 36 36 137080 139460 633985 0 X 137080 139460 137080 139460 137080 139460 137080 2381 0 139461 1 139460 .35 COMMERCE BANCSHARES INC 2012-01-03 2025-01-28 23 7 16 16 100. COMCAST CORP CLASS A 2020-03-19 2025-05-21 3535 3731 -196 -196 5. COSTCO WHSL CORP 2002-04-17 2025-05-21 5163 212 4951 4951 10. COSTCO WHSL CORP 2002-04-17 2025-08-14 9786 425 9361 9361 25. UNITED PARCEL SERVICE INC CL B 2023-03-22 2025-08-14 2210 4726 -2516 -2516 5. UNITEDHEALTH GROUP INC COM 2020-03-19 2025-08-14 1356 1099 257 257 5. COSTCO WHSL CORP 2002-04-17 2025-11-12 4571 212 4359 4359 CAPITAL GAIN DIVIDENDS P 6279 CAPITAL GAIN DIVIDENDS P 6279 CAPITAL GAIN DIVIDENDS P 6279 CAPITAL GAIN DIVIDENDS P 6279 CAPITAL GAIN DIVIDENDS P 6279 CAPITAL GAIN DIVIDENDS P 6279 CAPITAL GAIN DIVIDENDS P 6279 22511 421 0 421 0 421 168 0 0 168 0 253 0 0 false false false false false false false true true MA true false false false false true US BANK NA 8882657962 60 LIVINGSTON AVE SAINT PAUL MN 55107 false false false false true false false false false false false false false false false false false false false false false false BOSTON TRUST INV MGMT CO ONE BEACON ST 33RD FL BOSTON MA 02108 CO-TRUSTEE 0 3951 JOAN ROME SUCCESSOR CO-TRUSTEE 4117 GREAT MEADOW RD DEDHAM MA 02026 CO-TRUSTEE 0 0 NONE 0 NONE 0 621579 8961 0 630540 0 0 630540 9458 621082 31054 31054 421 421 30633 0 30633 0 30633 25297 0 0 0 0 25297 30633 20149 0 0 0 0 0 0 0 25297 20149 0 0 5148 0 0 0 0 0 0 0 0 25485 0 0 0 0 0 0 0 0 X KEHILLATH ISRAEL 384 HARVARD STREET BROOKLINE MA 02446 NONE PC GENERAL OPERATING 1007 COMBINED JEWISH PHILANTHROPIES 126 HIGH ST BOSTON MA 02110 NONE PC CARE FOR THE VULNERABLE 2015 MUSEUM OF FINE ARTS 465 HUNTINGTON AVE BOSTON MA 021155523 NONE PC GENERAL OPERATING 200 BETH ISRAEL DEACONESS MED CTR 330 BROOKLINE AVE BOSTON MA 02215 NONE PC HOSPITAL 4030 WGBH ONE GUEST ST BOSTON MA 02135 NONE PC GENERAL OPERATING 200 AMERICAN FRIENDS OF THE HEBREW UNIVERSIT 199 WATER ST 11TH FLOOR NEW YORK NY 10038 NONE PC STRENGTHEN HEBREW 1209 CANCER RESEARCH INSTITUTE 28 BROADWAY NEW YORK NY 100063111 NONE PC GENERAL OPERATING 300 JEWISH FAMILY CHILDRENS SVC 1430 MAIN STREET WALTHAM MA 02451 NONE PC GENERAL OPERATING 1007 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVE 3RD FLOOR NEW YORK NY 100173211 NONE PC GENERAL OPERATING 300 WORLD CENTRAL KITCHEN PO BOX 96538 WASHINGTON DC 200906538 NONE PC GENERAL OPERATING 790 FEEDING AMERICA 161 N CLARK ST STE 700 CHICAGO IL 606013389 NONE PC GENERAL OPERATING 800 AMERICAN RED CROSS ATTENTION TRUSTS ESTATES WASHINGTON DC DC 20006 NONE PC GENERAL OPERATING 500 ST VINCENT DE PAUL SOCIETY 7148 FORSYTH BOULEVARD ST LOUIS MO 63105 NONE PC GENERAL OPERATING 501 RURAL AMERICA INITIATIVES 2112 S VALLEY DR RAPID CITY SD 577035934 NONE PC GENERAL OPERATING 200 BOSTON UNIVERSITY 881 COMMONWEALTH AVENUE BOSTON MA 02215 NONE I SCHOLARSHIP 403 NATIONAL JEWISH HEALTH 1400 JACKSON ST DENVER CO 802062761 NONE PC MEDICAL RESEARCH 403 CHEYENNE MOUNTAIN ZOO 4250 CHEYENNE MT ZOO RD COLORADO SPRINGS CO 80906 NONE PC GENERAL OPERATING 150 ROCKY MOUNTAIN WOMENS FILM 2727 N CASADE COLORADO SPRINGS CO 80907 NONE PC GENERAL OPERATING 500 CASA OF THE PIKES PEAK REGION 418 S WEBER ST COLORADO SPRINGS CO 80903 NONE PC GENERAL OPERATING 400 CHILDRENS LITERACY CENTER 2928 STRAUS LN COLORADO SPRINGS CO 80907 NONE PC GENERAL OPERATING 300 UNIVERSITY OF COLORADO FOUNDATION 1800 N GRANT ST STE 725 DENVER CO 802031114 NONE PC GENERAL OPERATING 604 DOCTORS WITHOUT BORDERS USA 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 NONE PC GENERAL OPERATING 300 HEBREW SENIORLIFE 1200 CENTRE STREET BOSTON MA 02131 NONE PC RESPECT & PROMOTE ELDER 4030 20149 14 10716 18 22511 FEDERAL TAX REFUND 1 39 33266 33266 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 3500 875 084670702 BERKSHIRE HATHAWAY I 1728 5027 693475105 PNC FINANCIAL SVCS C 2724 10437 172062101 CINCINNATI FINL CORP 1968 12249 G1151C101 ACCENTURE PLC IRELAN 3607 13415 30040W108 EVERSOURCE ENERGY 434 23566 038336103 APTAR GROUP INC 3690 12196 478160104 JOHNSON JOHNSON 3127 10348 91324P102 UNITEDHEALTH GROUP I 4397 6602 68389X105 ORACLE CORPORATION 2438 19491 88579Y101 3M CO 1203 12808 46625H100 JPMORGAN CHASE CO 6896 32222 194162103 COLGATE PALMOLIVE CO 2980 7902 863667101 STRYKER CORP 3641 8787 30231G102 EXXON MOBIL CORP 1467 48136 20030N101 COMCAST CORP CLASS A 713448108 PEPSICO INC 3169 7176 459200101 INTL BUSINESS MACHIN 763 14811 74144T108 T ROWE PRICE GROUP I 2397 12798 778296103 ROSS STORES INC 609 10628 075887109 BECTON DICKINSON AND 2437 7763 594918104 MICROSOFT CORP COM 3485 60453 244199105 DEERE CO 2031 11639 654106103 NIKE INC 2508 9875 053015103 AUTOMATIC DATA PROCE 1851 12862 17275R102 CISCO SYSTEMS INC 3058 9629 941848103 WATERS CORP 3292 18992 257651109 DONALDSON CO INC 3299 17732 200525103 COMMERCE BANCSHARES 2730 7309 22160K105 COSTCO WHSL CORP 1911 38805 037833100 APPLE INC COM 4358 61169 16119P108 CHARTER COMMUNICATIO 1341 6263 592688105 METTLER-TOLEDO INTL 2277 20913 681919106 OMNICOM GROUP INC 1265 4038 911312106 UNITED PARCEL SERVIC 83444M101 SOLVENTUM CORP COM S 226 1585 101156305 BOSTON TRUST ASSET M AT COST 39920 60126 LEGAL FEES - PRINCIPAL (ALLOCA 3100 3100 000000000 MISCELLANEOUS ENTRY 12 36 36 ROUNDING 1 OTHER MISC EXPENSES 150 0 150 STATE FILING FEE/TAX 35 0 35 FEDERAL TAX REFUND 39 0