2024-10-29T12:52:44-05:00 2023-12-31 041894190 Taylor Ganson & Perrin LLP 160 Federal Street 20th Floor Boston MA 02110 990PF 2023-01-01 266034416 Nancy and Andrew Wood Charitable Foundation NANC 6179512777 TG P 160 Federal Street 20th Boston MA 02110 John A Leith Trustee 6179512777 2024-10-29 1 1 Edward R Martin P00449787 6179512777 2023 2024-10-15 13:58:12Z X 1885387 X X 12026 12026 12026 30573 30573 30573 35528 116107 35528 985 985 985 79112 79112 43584 17973 17973 0 0 2892 2892 0 0 1340 0 0 0 439 0 0 0 22644 20865 0 0 89000 89000 111644 20865 0 89000 -32532 58247 43584 52902 38607 38607 263433 265414 267553 493564 449348 1504464 51533 67935 74763 861432 821304 1885387 0 0 X 2637 -4959 0 0 858795 826263 861432 821304 861432 821304 861432 -32532 0 828900 7596 821304 150 shs Crown Castle Inc P 2010-04-23 2023-10-05 13445 25160 -11715 -11715 400 shs Pfizer Inc P 2019-11-01 2023-12-20 11084 14662 -3578 -3578 0.60 shs Broadcom Inc P 2010-01-26 2023-11-24 563 159 404 404 220 shs Dell Technologies Inc P 2010-04-23 2023-05-02 9677 2814 6863 6863 350 shs Intel Corp P 2010-04-23 2023-02-23 8977 8350 627 627 65 sgs Lilly Eli & Co P 2017-06-23 2023-05-02 26392 5457 20935 20935 200 shs Toronto Dominion Bank P 2010-04-23 2023-02-23 13359 7657 5702 5702 300 shs US Bancorp P 2022-01-10 2023-05-02 9394 10335 -941 -941 96 shs VMWare P 2022-01-10 2023-11-24 6555 6555 6555 100 shs Walmart Inc P 2008-08-05 2023-10-23 16098 5985 10113 10113 Cash in lieu P 2022-01-10 2023-11-24 563 563 563 35528 0 810 0 810 0 810 500 0 0 0 500 0 310 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A Taylor Ganson & Perrin LLP 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 A Leith Taylor Ganson Perrin 160 Federal St Boston MA 02110 Trustee 0.00 0 0 0 NONE 0 NONE 0 0 1741011 48019 0 1789030 0 0 1789030 26835 1762195 88110 88110 810 810 87300 0 87300 0 87300 89000 0 89000 87300 8341 0 0 89000 8341 0 0 80659 0 0 0 0 0 0 0 0 6641 0 0 0 X The Marvelwood School 476 Skiff Mountain Road Kent CT 06757 none Charitable Bodkin Scholars (scholarships) 89000 89000 0 14 12026 14 30573 18 985 18 35528 0 79112 0 79112 0 0 0 0 0 0 0 0 0 0 Taylor, Ganson & Perrin 2892 2892 0 0 594 shs Verizon Communications 25443 22394 130 shs Deere & Co 8397 51983 130 shs Fedex Corp 10906 32886 303 shs Marriott International Inc. 7666 68330 175 shs Nestle S A Sponsored ADR 7782 20235 200 shs American Express Company 8433 37468 200 shs Colgate-Palmolive 15274 31884 200 shs Johnson & Johnson 13632 31348 100 shs United Parcel Service 6855 15723 300 shs Walt Disney Company 8939 27087 200 shs McDonald's Corporation 13154 59302 300 shs Analog Devices Inc. 8327 59568 200 shs Accenture PLC 11555 70182 200 shs Illinois Tools Wks Inc. 11010 52388 162 shs Phillips 66 5501 21569 500 shs Microchip Technology Inc 24928 90180 250 shs JP Morgan Chase 17215 42525 250 shs Texas Instruments 17830 42615 225 shs Nextera Energy INC 30244 54666 352 shs Abbott Laboratories 11522 38745 50 shs Berkshire Hathaway 10836 17833 445 shs Paychex Inc. 14252 53004 100 shs Procter & Gamble 10493 14654 300 shs Microsoft Corp 7777 112812 200 shs Chevron Corp 27109 44748 50 shs Watsco Inc 14390 21424 100 shs Vanguard Intermediate 9381 8128 620 shs Apple Inc 4584 119369 300 shs Brookfield Corp 12354 12036 150 shs Amazon Com 15380 22791 12 shs Broadcom Inc. 0 13395 400 shs Brookfield Corp 13977 16068 200 shs Lilly Eli & Co. 16752 116584 100 shs Walmart Inc 5958 15765 250 shs Waste Management 21492 44775 265414 267553 0 0 2,260.8940 Vanguard Wellesley AT COST 51533 56409 100 shs Eastgroup Properties AT COST 16402 18354 adjustment for basis VMWare and Brookfield 7596 Filing fee for form PC 35 0 0 0 ADR fees 4 0 0 0 Account Maintenance fee (Schwab) 400 0 0 0 Non-dividend distributions 240 240 240 Capital gain distributions 745 745 745 Foreign taxes paid 594 0 0 0 2023 estimated taxes 500 0 0 0 tax due with 2022 return 246 0 0 0