2024-10-26T10:25:06-05:00 2023-12-31 041894190 TAYLOR GANSON & PERRIN LLP 160 FEDERAL ST 20TH FLOOR BOSTON MA 02110 990PF 2023-01-01 821564028 DAVID GOLDMAN FOUNDATION C/O TAYLOR GANSON & PERRIN LLP DAVI 6179512777 160 FEDERAL STREET FL 20 BOSTON MA 02110 JOHN P FULGINITI TRUSTEE 6179512777 2024-10-26 1 0 EDWARD R MARTIN P00449787 6179512777 2023 2024-10-15 13:58:12Z X 331945 X X 385 385 385 8703 8703 8703 12406 23561 12406 234 234 234 21728 21728 9322 3725 3725 0 0 1508 1508 0 0 3785 3785 0 0 712 0 0 0 35 0 0 0 9765 9018 0 0 18000 18000 27765 9018 0 18000 -6037 12710 9322 172 172 172 7290 12443 12443 152385 141005 287145 24752 36810 32185 184599 190430 331945 0 0 X 190331 190331 -5732 99 184599 190430 184599 190430 184599 -6037 12058 190620 190 190430 SALE OF 30 SHS MICROSOFT CORP P 2021-11-24 2023-10-26 9630 10268 -638 -638 SALE OF 25 SHS ELI LILLY & CO. P 2010-05-06 2023-10-26 13931 887 13044 13044 12406 0 177 0 177 0 177 300 0 0 0 300 0 123 123 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A JOHN P FULGINITI TRUSTEE 6179512777 160 FEDERAL STREET 20TH FLOOR BOSTON MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN P FULGINITI C/O TAYLOR GANSON PERRIN 160 FEDERAL ST BOSTON MA 02110 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 322267 10216 0 332483 0 0 332483 4987 327496 16375 16375 177 177 16198 0 16198 0 16198 18000 0 18000 16198 0 0 325 282 607 18000 0 0 0 16198 1802 0 0 2409 0 0 0 0 0 0 325 2084 282 1802 X COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON MA 02110 NONE CHARITABLE TO FURTHER CHARITABLE INTERESTS 18000 18000 0 14 385 14 8703 18 234 18 12406 0 21728 0 21728 0 0 0 0 0 0 0 0 0 0 TAYLOR, GANSON & PERRIN, LLP (TRUST ADMIN/PREP FOR FOUNDATION) 3785 3785 0 0 40 SHS 3M COMPANY 10091 4373 75 SHS ABBOTT LABORATORIES 1960 8255 180 SHS ALPHABET INC CL C 10342 25367 250 SHS BRISTOL MYERS SQUIBB 6279 12828 200 SHS DUKE ENERGY CORP 10820 19408 100 SHS MICROSOFT 9190 37604 110 SHS NESTLE S A 9665 12719 54 SHS NORTHROP GRUMMAN CORP 3922 25280 238 SHS VERIZON COMMUNICATIONS 10140 8973 190 SHS CHEVRON CORP 20001 28340 40SHS ALPHABET INC. 6048 5637 110 SHS CROWN CASTLE INTL CORP 20304 12671 280 SHS MERCK & COMPANY 9373 30526 600 SHS PFIZER INC 10564 17274 65 SHS ELI LILLY & CO. 2306 37890 175 SHS COMCAST HLDGS CORP PFD ZONES CONV 2% AT COST 18946 9468 19 SHS WELLS FARGO & COMPANY PERPETUAL PFD CONVERTIBLE CL A 7.5% AT COST 17864 22717 TAYLOR, GANSON & PERRIN, LLP 1508 1508 0 0 ADJUSTMENT FOR BASIS 190 FORM PC FILING FEE FOR 2022 35 0 0 0 NON DIVIDEND DISTRIBUTIONS 234 234 234 BASIS ADJUSTMENT FOR OID 12058 FOREIGN TAXES WITHHELD 126 0 0 0 TAX PAID WITH 2022 RETURN 286 0 0 0 ESTIMATED 2023 TAX 300 0 0 0