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sfi.db/filings 46076 Julie Chen 2024 2024-01-01T00:00:00   1 Chen Julie (978) 934-2201 Julie_Chen@uml.edu You indicated that you had no dependent child(ren) residing in your household at any time during 2024. Page 1 of 18 University of Massachusetts Lowell (UMASS) 220 Pawtucket St, Lowell, MA, 01854, US Vice Chancellor for Research & Econ Dev 05/01/2016 06/30/2022 University of Massachusetts Lowell (UMASS) 220 Pawtucket St, Suite 400, Lowell, MA, 01854, US Chancellor 07/01/2022 Public Agency Public Agency Consultant / State Massachusett s Technology Collaborativ e 75 North Drive, Westborough, MA, 01581, Board member State Massachusett s Life Sciences Center 1075 Main Street, Suite 100, Waltham, MA, 02451, US designee of Board member (UMass President) Services Provided Contractor? Page 2 of 18 Public Agency Public Agency Name Consultant / Services Provided Contractor? Municipal City of Lowell 375 Merrimack St, Lowell, MA, 01852, marketing services contract þ marketing services for small businesses State Mass Wild Life 1 Rabbit Hill Rd, Westborough, MA, 01581, US marketing services contract þ marketing services for fishing and hunting license County Barnstable County 3195 Main St, Barnstable, MA, 02630, US marketing services contract þ creating new website Municipal Tyngsborough Public LIbrary 25 Bryant Lane, Tyngsborough, MA, 01879, US marketing services contract þ redesign website Municipal Walpole Public Library 143 School St, Walpole, MA, 02081, marketing services contract þ website redesign State Dept of Mental Health 25 Staniford St, Boston, MA, 02114, marketing services contract þ website and marketing services State MassHousing One Beacon St, Boston, MA, 02108, marketing services contract þ marketing services for home ownership program Municipal Newbury Library 0 Lunt St, Newbury, MA, 01922, US marketing services contract þ hosting website Municipal Town of Wakefield 1 Lafayette St, Wakefield, MA, 01880, US marketing services contract þ marketing/webs ite services State MassHire 1 Ashburton Place, Boston, MA, 02114, marketing services þ marketing/webs ite services Page 3 of 18 Municipal Lowell High School 50 Fr. Morissette Blvd, Lowell, MA, 01852, US marketing services þ marketing/webs ite services County Barnstable Registry of Deeds 3195 Main St, Barnstable, MA, 02630, US marketing services þ marketing/webs ite services State Mass Office of Travel and Tourism 1 Ashburton Pl, Boston, MA, 02114, marketing services þ marketing/webs ite services Page 4 of 18 Tomo360 60 Adams St, Wilmington, MA, 01887, US Page 5 of 18 UML Applied Research Corporation Forge Tufts Medicine/Lowell General Hospital ARM Institute 600 Suffolk St, Lowell, MA, 01854, US Officer 110 Canal St, Lowell, MA, 01852, US Director 295 Varnum Ave, Lowell, MA, 01854, US Director Mill 19A, 4501 Lytle St, Suite 200, Pittsburgh, PA, 15207, US Director Page 6 of 18 Women Accelerators 60 Adams St, Wilmington, MA, 01887, US Director Massachusetts LGBT Chamber of Commerce 50 Milk St, BOSTON, MA, 02109, US Director OutBio 126 Main St #166, Watertown, MA, 02472, US Director Girls, Inc of Greater Lowell 220 Worthen St, Lowell, MA, 01852, Director Lowell Cemetery 77 Knapp Ave, Lowell, MA, 01852, Director Merrimack Repertory Theatre 132 Warren St, Lowell, MA, 01852, Director Page 7 of 18 F, S/C F, S/C Page 8 of 18 Page 9 of 18 Page 10 of 18 Page 11 of 18 Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Touchpoint Financial F, S/C Mutual Fund MA 400 Unicorn Park Dr, 1st Floor, Woburn, MA, 01801, US Merrill Lynch F, S/C Mutual Fund New York 1241 Pittsford-Victor Rd, Pittsford, NY, 14534, US Page 12 of 18 Provident Funding PO Box 5914, Santa Rosa, CA, 95402, US 15 years 3.375 2027 Page 13 of 18 Obligor F, S/C Outstanding Mortgage Interest Termination Creditor Creditor Amount Amount Term Rate (%) Year $100,001 or more $100,001 or more 15 yr 6.3 2037 Truist Bank 214 North Tryon St, Charlotte , NC, 28202, US Page 14 of 18 Page 15 of 18 Page 16 of 18 Page 17 of 18 I, Julie Chen, certify under the pains and penalties of perjury that: Submitted: 04/30/2025 Page 18 of 18    
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