2024-04-29T08:31:49-05:00 2023-12-31 873626289 SAMOSET TAX ADVISORS LLC 24 SUMMER STREET NORWELL MA 02061 990PF 2023-01-01 873695996 CANDACE L AND BARRY R SLOANE CHARITABLE FOUNDATION CAND 7813078182 4 STONECREST DRIVE NEEDHAM MA 02492 BARRY R SLOANE TRUSTEE 7813078182 2024-04-28 1 BARRY SLOANE 999009999 0 CHRISTOPHER F CALDWELL P00064298 6179228942 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2085912 X X 130 130 66244 66244 -19463 887744 0 46911 66374 0 0 0 2130 0 2130 1500 0 1500 2486 1416 1070 11328 10328 1000 17444 11744 5700 851797 851797 869241 11744 857497 -822330 54630 1 1 668951 56258 56258 1528569 1453732 1628872 528138 394460 400781 2725658 1904451 2085912 0 0 X 2000000 1904451 0 0 725658 0 2725658 1904451 2725658 1904451 2725658 -822330 1123 1904451 0 1904451 AS REPORTED BY CHARLES SCHWAB 287286 299205 -11919 -11919 AS REPORTED BY CHARLES SCHWAB 137347 127917 9430 9430 AS REPORTED BY GOLDMAN SACHS 240272 249812 -9540 -9540 AS REPORTED BY GOLDMAN SACHS 51596 58944 -7348 -7348 AS REPORTED BY GOLDMAN SACHS 42334 42770 -436 -436 AS REPORTED BY GOLDMAN SACHS 33855 34567 -712 -712 AS REPORTED BY GOLDMAN SACHS 95000 93992 1008 1008 Capital Gains Dividends P 54 54 54 -19463 759 0 759 0 759 594 0 0 0 594 0 165 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A BARRY R SLOANE 7813078182 45 STONECREST DRIVE NEEDHAM MA 02492 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CANDACE L SLOANE 45 STONECREST DRIVE NEEDHAM MA 02492 TRUSTEE 5.00 0 0 0 BARRY R SLOANE 45 STONECREST DRIVE NEEDHAM MA 02492 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 0 1993834 189807 0 2183641 0 0 2183641 32755 2150886 107544 107544 759 759 106785 0 106785 0 106785 857497 0 857497 106785 0 0 447927 447927 857497 0 0 0 106785 750712 0 0 1198639 0 0 0 0 0 0 0 1198639 447927 750712 CANDACE L SLOANE BARRY R SLOANE X THE BASE 150 SHIRLEY STREET ROXBURY MA 02119 NONE PC EDUCATION 20000 BAIS YAAKOV SCHOOL OF BOSTON 198 STRATHMORE RD BRIGHTON MA 02135 NONE PC EDUCATION 250 BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVENUE BOSTON MA 02115 NONE PC MEDICAL SCIENCE 200000 BOYS AND GIRLS CLUB OF BOSTON 200 HIGH STREET BOSTON MA 02110 NONE PC EDUCATION 5000 BRIGHAM & WOMANS HOSPITAL 75 FRANCIS STREET BOSTON MA 02115 NONE PC MEDICAL SCIENCE 120000 CHABAD JEWISH CENTER 472 HIGH ROCK STREET NEEDHAM MA 02492 NONE PC JUDAISM/EDUCATION 250 CITIZENS UNION FOUNDATION PO BOX 140917 NEW YORK NY 10314 NONE PC EDUCATION 1500 CUMMINGS TUFTS VETERINARY HOSPITAL 200 WESTBORO ROAD NORTH GRAFTON MA 01536 NONE PC MEDICAL SCIENCE 29000 DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON MA 02115 NONE PC MEDICAL SCIENCE 10000 MASSACHUSETTS EYE AND EAR INSTITUTE 243 CHARLES STREET BOSTON MA 02114 NONE PC MEDICAL SCIENCE 30000 MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 NONE PC MEDICAL SCIENCE 151000 NEWTON WELLESLEY HOSPITAL 2014 WASHINGTON STREET NEWTON MA 02462 NONE PC MEDICAL SCIENCE 61000 SPAULDING REHABILITATION CENTER 300 1ST AVENUE CHARLESTOWN MA 02129 NONE PC MEDICAL SCIENCE 30000 TEMPLE ALIYAH 166 CENTRAL AVENUE NEEDHAM MA 02492 NONE PC JUDAISM/EDUCATION 19897 THE RIVERS SCHOOL 333 WINTER STREET WESTON MA 02493 NONE PC EDUCATION 10000 TOY POODLE RESCUE PO BOX 274 DOVER MA 02030 NONE PC COMFORT OF COMPANION ANIMALS 1050 THE LESLIE ST FANG FOUNDATION 99 SUMMER STREET BOSTON MA 02110 NONE PC EDUCATION 5000 NYU LANGONE HEALTH 550 FIRST AVENUE NEW YORK NY 10016 NONE PC MEDICAL SCIENCE 20000 SISTERS OF ST JOSEPH 637 CAMBRIDGE ST BOSTON MA 02135 NONE PC SUPPORT 1000 CAPE COD COUNCIL OF CHURCHES - A BABY CENTER 81 WILLOW AVE HYANNIS MA 02061 NONE PC SUPPORT/EDUCATION 250 UMASS CHAN MEDICAL SCHOOL FOUNDATION 333 SOUTH STREET SHREWSBURY MA 01545 NONE PC MEDICAL SCIENCE 20000 PARENTS OF MIT CREW 600 MEMORIAL DRIVE CAMBRIDGE MA 02139 NONE PC EDUCATION/SUPPORT 1000 PAN MASS CHALLENGE 77 4TH AVE NEEDHAM MA 02494 NONE PC SUPPORT 5000 CCB FOUNDATION 27 HIGHVIEW ROAD ROCKPORT MA 01966 NONE PC SUPPORT/EDUCATION 2500 YESHIVA OHR YISRAEL 325 RESERVOIR ROAD CHESTNUT HILL MA 02459 NONE PC SUPPORT/EDUCATION 500 BEHAVIORAL HEALTH COMMUNITY PARTNERS 125 HARTWELL AVE LEXINGTON MA 02421 NONE PC SUPPORT/EDUCATION 5000 CLERGY TRUST 66 BROOKS ROAD BRAINTREE MA 02184 NONE PC SUPPORT 10000 BU SCHOOL OF MEDICINE 72 E CONCORD ST BOSTON MA 02118 NONE PC MEDICAL SCIENCE 30000 TUFTS MEDICAL ALUMNI ASSOC 136 HARRISON AVE BOSTON MA 02118 NONE PC SUPPORT/EDUCATION 150 IMPACT MELANOMA 490 VIRGINIA ROAD CONCORD MA 01742 NONE PC SUPPORT/EDUCATION 500 AMERICAN ACADEMY OF DERMATOLOGY PO BOX 1968 DES PLAINES IL 60017 NONE PC MEDICAL SCIENCE 950 ONE PLYMPTON PRESERVATION FOUNDATION 1 UNION ST SUITE 302 PORTLAND ME 04101 NONE PC SUPPORT/EDUCATION 1000 BETH ISRAEL DEACONESS 330 BROOKLINE AVENUE BOSTON MA 02215 NONE PC MEDCIAL SCIENCE 20000 BETH ISRAEL LEAHY 41 MALL ROAD BURLINGTON MA 01805 NONE PC MEDICAL SCIENCE 40000 851797 0 14 130 14 66244 18 -19463 0 46911 0 46911 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1500 0 1500 CORPORATE BONDS (Goldman Sachs) 369460 375781 STATE OF ISRAEL BOND 25000 25000 STOCK (Goldman Sachs) 271137 300368 STOCK (SCHWAB) 1182595 1328504 LEGAL FEES 2130 0 2130 COMM OF MASS - PC FILING FEE 1000 0 1000 INVESTMENT ACCOUNT FEES (GS) 2485 2485 0 INVESTMENT ACCOUNT FEES (CS) 7843 7843 0 income timing diff 1123 EXCISE TAX REIMBURSEMENT 1070 0 1070 FOREIGN TAXES 216 216 0 EXCISE TAX REIMBURSEMENT 1200 1200 0