2024-09-04T07:26:16-05:00 2023-12-31 041894190 Taylor Ganson & Perrin LLP 160 Federal Street 20th Floor Boston MA 02110 990PF 2023-01-01 046028710 Charles J Paine Scholarship Fund c/o Taylor Ganson & Perrin LLP CHAR 6179512777 160 Federal Street Boston MA 02110 Edward R Martin Trustee 6179512777 2024-09-04 1 0 Edward R Martin P00449787 6179512777 2023 2024-08-08 14:25:15Z X 294879 X X 1473 1473 1473 9977 9977 9977 28739 50158 28739 449 449 449 40638 40638 11899 3581 3581 0 0 3498 3498 0 0 938 0 0 0 429 0 0 0 8446 7079 0 0 16000 16000 24446 7079 0 16000 16192 33559 11899 17845 5547 5547 38616 24337 24765 110892 127047 234714 7804 34101 29853 175157 191032 294879 0 0 X 203524 203207 0 0 -28367 -12175 175157 191032 175157 191032 175157 16192 0 191349 317 191032 75 shs Intel Corp P 2011-12-13 2023-03-17 2250 1769 481 481 250 shs Bristol-Myers Squibb P 2009-07-22 2023-01-23 18400 5178 13222 13222 225 shs Intel Corp P 2009-07-22 2023-03-17 6750 4309 2441 2441 250 shs Pfizer P 2008-11-03 2023-01-23 11237 4218 7019 7019 2 shs Toronto Dominion Bank P 2010-01-26 2023-03-17 173 89 84 84 5 shs Toronto Dominion Bank P 2010-01-26 2023-03-17 288 149 139 139 6 shs Toronto Dominion Bank P 2010-01-26 2023-03-17 346 178 168 168 36 shs Toronto Dominion Bank P 2010-01-26 2023-03-17 2074 1070 1004 1004 150 shs Toronto Dominion Bank P 2010-01-26 2023-03-17 8640 4459 4181 4181 28739 0 466 0 466 0 466 400 0 0 0 400 0 66 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A Edward R Martin 6179512777 160 Federal Street 20th Floor Boston MA 02110 0 0 0 0 0 0 0 0 1 2021 1 0 0 0 0 0 0 0 0 0 0 0 0 Edward R Martin 160 Federal Street Boston MA 02110 Trustee 1.00 0 0 0 Charles F O'Connell 160 Federal Street Boston MA 02110 Trustee 0.50 0 0 0 NONE 0 NONE 0 0 282692 18419 0 301111 0 0 301111 4517 296594 14830 14830 466 466 14364 0 14364 0 14364 16000 0 16000 14364 15578 2021 6796 0 16000 15578 0 0 422 0 0 0 0 6796 0 6796 0 13942 0 0 0 X Harvard University 86 Brattle Street Cambridge MA 02138 none Higher Education Scholarship for Katheryn Milligan 16000 16000 0 14 1473 14 9977 14 449 18 28739 0 40638 0 40638 0 0 0 0 0 0 0 0 0 0 Tax prep fees 3498 3498 0 0 50 shs Johnson & Johnson 2884 7837 100 shs JP Morgan Chase & Co. 4006 17010 125 shs PNC Financial Service Group 5830 19356 150 shs Paychex Inc. 5038 17867 750 shs Metlife Inc. 17438 17288 568 shs Verizon Communications 18358 21414 125 shs Merck & Co. 6643 13628 225 shs DTE Energy Co 8431 24809 145 shs Morgan Stanley 5890 13521 25 shs Watsco Inc. 6922 10712 100 shs Exxon Mobil Corp 97 9998 225 shs Bristol-Myers Squibb 4228 11545 300 shs Brookfield Asset Manag 9624 12051 150 shs Canadian Natural Res. 9090 9828 35 shs Home Depot Inc. 10103 12129 250 shs Pfizer Inc. 3706 7198 50 shs Texas Instruments 8759 8523 24337 24765 0 0 50 shs Eastgroup Properties AT COST 7804 9177 15,353.65 shs SNOXX AT COST 15354 15354 175 shs Nextera Energy Partn LP AT COST 10943 5322 Adjustment for book values 317 Form PC filing fee 35 0 0 0 Account Mgmt fees (Schwab) 394 0 0 0 Nondividend distributions 449 449 449 Foreign taxes paid 207 0 0 0 Tax paid with 2022 return 331 0 0 0 Estimated tax paid for 2023 400 0 0 0