2024-05-14T15:36:59-05:00 2023-12-31 042914190 GW & WADE INC 93 WORCESTER STREET WELLESLEY MA 024813609 990PF 2023-01-01 770528830 THE LLOYD CARNEY FOUNDATION LLOY 7812391188 2995 WOODSIDE ROAD SUITE 400-559 WOODSIDE CA 94062 LLOYD CARNEY PRESIDENT 7812391188 2024-05-13 1 LLOYD CARNEY 999009999 1 JOHN MURRAY P00830369 7812391188 2024-05-13 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1064701 X X 10944 10944 4617 4617 4617 68745 68745 84306 84306 0 0 0 4032 0 0 4032 0 0 430000 430000 434032 0 430000 -349726 84306 471910 38611 38611 851589 925496 1026090 1323499 964107 1064701 0 0 X 1323499 964107 0 0 0 0 1323499 964107 1323499 964107 1323499 -349726 0 973773 9666 964107 CAPITAL GAINS DIVIDENDS P 4617 4617 4617 4617 1172 0 1172 0 1172 6500 0 0 0 6500 0 5328 5328 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 0 N/A GW WADE INC 7812391188 93 WORCESTER STREET WELLESLEY MA 02481 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LLOYD CARNEY 2995 WOODSIDE ROAD SUITE 400-599 WOODSIDE CA 94062 DIRECTOR 0.00 0 0 0 KAREN GONZALES 2995 WOODSIDE ROAD SUITE 400-599 WOODSIDE CA 94062 SECRETARY AND TREASURER 0.00 0 0 0 NONE 0 NONE 0 GRANT-MAKING ONLY 0 0 1004324 220551 0 1224875 0 0 1224875 18373 1206502 60325 60325 1172 1172 59153 0 59153 0 59153 430000 0 430000 59153 0 0 794940 257746 94876 298660 144971 1591193 430000 0 0 0 59153 370847 0 0 1962040 0 0 0 0 0 0 794940 1167100 257746 94876 298660 144971 370847 X LLOYD CARNEY CO GW WADE 93 WORCESTER STREET WELLESLEY MA 024813609 7812391188 N/A N/A N/A BOYS AND GIRLS CLUB OF THE PENINSULA 401 PIERCE ROAD MENLO PARK CA 94025 NONE GENERAL 100000 CONCORDANCE ACADEMY 6 CITY PLACE DRIVE SUITE 522 ST LOUIS MO 63141 NONE GENERAL 60000 HANOVER CHARITIES USA INC 824 ISLAND CIRCLE WEST ST HELENA ISLAND SC 29920 NONE GENERAL 10000 WENTWORTH INSTITUTE OF TECHNOLOGY 550 HUNTINGTON AVENUE BOSTON MA 02115 NONE GENERAL 250000 TRYALL FUND 360 HAMILTON AVENUE 8TH FLOOR WHITE PLAINS NY 10601 NONE GENERAL 5000 SILICON VALLEY EDUCATION FOUNDATION 1400 PARKMOOR SUITE 200 SAN JOSE CA 95126 NONE GENERAL 5000 430000 0 10944 531310 68745 4617 68745 0 15561 84306 4 INVESTMENT INCOME 8 INVESTMENT GAINS 0 0 0 0 0 0 0 0 0 0 FIDELITY 5710 108335 113497 214091 NORFOLK CAPITAL 743254 811999 811999 BOOK VALUE ADJUSTMENT 9666 NORFOLK CAPITAL 68745 68745 68745 G.W. & WADE INVEST. MGMT 3932 0 0 CA DOJ FEES 100 0 0 WIRE FEES 0 0 0 SECRETARY OF STATE 0 0 0