2024-05-06T11:25:24-05:00 2023-12-31 464043138 HENNESSEY TAX SERVICES LLC P O BOX 140 MANSFIELD MA 02048 990PF 2023-01-01 043426100 THE GORDON E AND MAY R CADWGAN CHARITABLE FOUNDATION GORD 6176240800 7731 BLUE HERON WAY IBIS GOLF CLUB WEST PALM BEACH FL 33412 GORDON E CADWGAN JR TRUSTEE 6176240800 2024-05-01 1 GORDON CADWGAN JR 999009999 0 DAVID HENNESSEY P01085605 5083379266 2024-05-01 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2224983 X X 198 198 26279 26279 54503 204515 54503 80980 80980 0 0 0 6385 3193 3192 10375 5188 5187 541 541 0 25 25 0 17326 8947 8379 208000 208000 225326 8947 216379 -144346 72033 11245 16816 16816 837194 712129 2160559 71811 46046 47608 920250 774991 2224983 0 0 X 0 0 0 0 920250 774991 920250 774991 920250 774991 920250 -144346 0 775904 913 774991 AMERICAN TOWER CORP-CL A P 2015-08-14 2023-02-17 10442 5038 5404 5404 APPLE COMPUTER INC COM P 2010-08-12 2023-02-10 11266 672 10594 10594 APPLE COMPUTER INC COM P 2010-08-12 2023-02-17 11368 672 10696 10696 BERKSHIRE HATHAWAY INC DEL CL B P 2004-01-27 2023-02-17 15296 3005 12291 12291 DOMINION RES INC VA NEW P 2005-01-05 2023-02-10 32243 18353 13890 13890 DOMINION RES INC VA NEW P 2005-01-05 2023-02-17 32092 18353 13739 13739 FIRST REPUBLIC BANK/SAN FRANCI P 2016-06-23 2023-03-13 8388 28771 -20383 -20383 INVESCO VARIABLE RATE PREFER P 2017-04-24 2023-02-17 23249 25765 -2516 -2516 LOWES COMPANIES INC COM P 2007-08-16 2023-02-10 15541 1984 13557 13557 MICROSOFT CORP COM P 2004-11-05 2023-02-10 13095 1464 11631 11631 SANDOZ GROUP AG-ADR P 1998-06-19 2023-10-19 615 181 434 434 SANDOZ GROUP AG-ADR P 1999-06-17 2023-10-19 1846 533 1313 1313 SOLAREDGE TECHNOLOGIES INC P 2020-11-23 2023-11-06 10665 39735 -29070 -29070 UNION PACIFIC CORP P 2012-09-20 2023-02-10 10202 3027 7175 7175 VISA INC P 2017-07-20 2023-02-17 5547 2459 3088 3088 CLASS ACTION - JP MORGAN CHASE P 2023-12-20 4 4 4 CAPITAL GAINS DIVIDENDS P 2656 2656 2656 54503 1001 0 1001 0 1001 1849 0 0 0 1849 X 0 848 848 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A BOSTON FAMILY OFFICE 6176240800 88 BROAD STREET BOSTON MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GORDON E CADWGAN JR 7731 BLUE HERON DRIVE WEST PALM BEACH FL 33412 TRUSTEE 0.00 0 0 0 CAROL C LAVELL 3676 DUELLANT ROAD LOXAHATCHEE FL 33470 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 2031898 25459 47981 2105338 0 0 2105338 31580 2073758 103688 103688 1001 1001 102687 0 102687 0 102687 216379 0 216379 102687 0 0 110669 11602 229721 104645 95494 552131 216379 0 0 0 102687 113692 0 0 665823 0 0 0 0 0 0 110669 555154 11602 229721 104645 95494 113692 GORDON E CADWGAN JR X ALPHA-1 FOUNDATION 3300 PONCE DE LEON BLVD CORAL GABLES FL 33134 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 15000 ALPHA-1 FOUNDATION 3300 PONCE DE LEON BLVD CORAL GABLES FL 33134 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 10000 AMERICAN RED CROSS 430 17TH STREET NW WASHINGTON DC 20006 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 7500 AMERICARES FOUNDATION 88 HAMILTON AVE STAMFORD CT 06902 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 10000 BIG DOG RESCUE RANCH 14444 OKEECHOBE BLVD LOXAHATCHEE FL 33470 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 3000 CHILDRENS HOME SOCIETY OF FLORIDA 482 S KELLER ROAD ORLANDO FL 32810 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 2000 COALITION TO END HOMELESSNESS 1070 MAIN STREET PAWTUCKET RI 02860 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 2000 DANA HALL SCHOOL - RIDING CENTER FUND 45 DANA ROAD WELLESLEY MA 02482 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 5000 DANA HALL SCHOOL - ANNUAL FUND 45 DANA ROAD WELLESLEY MA 02482 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 8000 DANA HALL SCHOOL - UPPER SCHOOL FUND 45 DANA ROAD WELLESLEY MA 02482 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 6000 DOCTORS WITHOUT BORDERS - FOR UKRAINE & TURKEY 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 6500 FAIRVIEW VOLUNTEER FIRE DEPARTMENT 1586 CHARLOTTE HIGHWAY FAIRVIEW NC 28730 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 2500 FAITH HOPE LOVE CHARITY INC 3175 S CONGRESS AVENUE PALM SPRINGS FL 33461 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 5500 HEART TO HEART INTERNATIONAL - UKRAINE & TURKEY CRISIS 11550 RENNER BLVD LENEXA KS 66219 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 6500 IBIS CHARITIES FOUNDATION 8225 IBIS BLVD WEST PALM BEACH FL 33412 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 12500 IBIS FRIENDS OF VETERANS 10130 MORTHLAKE BLVD WEST PALM BEACH FL 33412 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 3500 NEW ENGLAND DRESSAGE ASSOCIATION 3 NEWBURY ROAD IPSWICH MA 01938 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 3500 PEGGY ADAMS ANIMAL RESCUE LEAGUE 3200 NORTH MILITARY TRAIL WEST PALM BEACH FL 33409 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 3500 PALM BEACH COUNTY FOOD BANK 701 BOUTWELL RD SUITE A-2 LAKE WORTH BEACH FL 33461 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 2500 PLACE OF HOPE 21441 BOCA RATON ROAD BOCA RATON FL 33433 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 5500 SAVE THE CHILDREN 501 KINGS HWY E 400 FAIRFIELD CT 06825 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 11500 THE DRESSAGE FOUNDATION - CAROL LAVELL ADVANCED DERRAGE PRIZE 1314 O STREET 305 LINCOLN NE 68508 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 7000 THE DRESSAGE FOUNDATION - DRESSAGE JUDGES ENDOWMENT FD 1314 O STREET 305 LINCOLN NE 68508 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 5000 THE DRESSAGE FOUNDATION - MICHAEL POULIN FOUNDATION 1314 O STREET 305 LINCOLN NE 68508 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 5000 THE DRESSAGE FOUNDATION - PATSY ALBERS AWARD FD 1314 O STREET 305 LINCOLN NE 68508 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 7000 THE DRESSAGE FOUNDATION - THE GIFTED FUND 1314 O STREET 305 LINCOLN NE 68508 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 5000 UNIVERSITY OF MASSACHUSETTS 300 MASSACHUSETTS AVENUE AMHERST MA 01003 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 6000 UNIVERSITY OF NORTH CAROLINA 103 SOUTH BLDG CB 9100 CHAPEL HILL NC 27599 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 6000 USA FOR UNHCR - UKRAINE & TURKEY RELIEF 1310 L ST NW 450 WASHINGTON DC 20005 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 6500 VASSAR COLLEGE 124 RAYMOND AVENUE POUGHKEEPSIE NY 12604 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 6000 VINCEREMOS THERAPEUTIC RIDING CENTER 13300 6TH COURT N LOXAHATCHEE FL 34470 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 4000 SEASON TO SHARE FUND- COMMUNITY FOUNDATION FOR PALM BEACH 700 SOUTH DIXIE HIGHWAYSUITE 200 WEST PALM BEACH FL 33401 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 5000 THE SALVATION ARMY 25 SHAWMUT RD CANTON MA 02021 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 2500 THE WILLISTON NORTHAMPTON SCHOOL 19 PAYSON AVENUE EASTHAMPTON MA 01027 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 6000 WINDOWDRESSERS PO BOX 1135 ROCKLAND ME 04841 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 5000 208000 0 14 198 14 26279 14 2656 51847 0 29133 51847 80980 1 LONG TERM CAPITAL GAINS 0 0 0 0 0 0 0 0 0 0 HENNESSEY TAX SERVICES 6385 3193 3192 BFO FIXED INCOME 46046 47608 BFO EQUITIES 712129 2160559 2023 DIV & INT POSTED IN 2024 913 ADR FEE 25 25 0 BOSTON FAMILY OFFICE 10375 5188 5187 FOREIGN TAX WITHHELD 541 541 0