2024-12-16T16:43:07-05:00 2024-08-31 042629635 BACALLCONNIFF INC 111 STATE STREET BOSTON MA 021092905 990PF 2023-09-01 043493404 CARLSON FAMILY TRUST CARL 8008822080 2 DRIFTWOOD WAY ROCKPORT MA 01966 C RICHARD CARLSON TRUSTEE 6172612573 2024-12-09 true true JEFFERY E RICHARDS P01301625 6173673250 2024-12-09 2023 2024-10-15 13:58:12Z X 3816207 X 104139 2890 2890 2890 78290 78290 78290 128107 1009676 128107 373 373 313799 209287 81553 6985 23823 3974 34782 0 0 166000 166000 200782 0 166000 113017 209287 81553 59838 65713 65713 2219 2825091 2839131 3750494 2887148 2904844 3816207 319 319 X 2887148 2907328 2887148 2904525 2887148 2904844 2887148 113017 3000165 95640 2904525 UBS P 2023-01-01 2024-08-31 487897 421751 66146 66146 UBS P 2023-01-01 2024-08-31 21071 19612 1459 1459 UBS P 2023-01-01 2024-08-31 62957 61218 1739 1739 UBS P 2023-01-01 2024-08-31 425601 378988 46613 46613 128107 2909 2909 2909 2590 2590 319 false false false false false false false true true MA true false false false false true N/A C RICHARD CARLSON 8008822080 2 DRIFTWOOD WAY ROCKPORT MA 01966 false false false false false false false false false false false false false false false false false false false false C RICHARD CARLSON 2 DRIFTWOOD WAY ROCKPORT MA 01966 TRUSTEE 000.00 0 0 0 DEBORAH W CARLSON 2 DRIFTWOOD WAY ROCKPORT MA 01966 TRUSTEE 000.00 0 0 0 NONE NONE N/A 3479801 0 0 3479801 3479801 52197 3427604 171380 171380 2909 2909 168471 168471 168471 166000 166000 168471 142677 166000 142677 23323 145148 C RICHARD CARLSON X AMERICAN ROYAL MUSEUM 1701 AMERICAN ROYAL CT KANSAS CITY MO 64102 CHARITY 1000 BATTEN SCHOOL FOUNDATION 235 MCCORMICK ROAD CHARLOTTESVILLE VA 22904 CHARITY 2000 BOSTON UNIVERSITY 595 COMMONWEALTH AVE BOSTON MA 02215 CHARITY 1000 BREWSTER ACADEMY 80 ACADEMY PLACE WOLFEBORO NH 03894 CHARITY 30000 CAMP O-AT-KA ROUTE 114 EAST SEBAGO ME 04029 CHARITY 1000 CAPE ANN HISTORICAL MUSEU 27 PLEASANT STREET GLOUCESTER MA 01930 CHARITY 24000 DIABETIC AADI ONE JOSLIN PLACE BOSTON MA 02215 CHARITY 5000 FAMILY AID BOSTON ATLANTIC AVE BOSTON MA 02215 CHARITY 19000 GLOUCESTER MARINE GENOMICS INSTITUT 417 MAIN STREET GLOUCESTER MA 01930 CHARITY 5000 GLOUCESTER MARITIME MUSEUM 23 HARBOR LOOP GLOUCESTER MA 01930 CHARITY 1000 HUNDRED CLUB OF MA 17 GLOUCESTER ST BOSTON MA 02115 CHARITY 5000 NORTH SHORE YMCA 200 CUMMINGS CENTER BEVERLY MA 01915 CHARITY 5000 OPEN DOOR 28 EMERSON AVE GLOUCESTER MA 01930 CHARITY 1000 PEABODY ESSEX MUSEUM EAST INDIA SQUARE SALEM MA 01970 CHARITY 31000 PERKINS SCHOOL FOR BLIND 175 N BEACON STREET WATERTOWN MA 02472 CHARITY 11000 ROCKPORT ART ASSOCIATION 12 MAIN STREET ROCKPORT MA 01966 CHARITY 1000 ROCKPORT MUSIC ASSOCIATION 37 MAIN STREET ROCKPORT MA 01966 CHARITY 1000 THACHER ISLAND ASSOCIATION PO BOX 73 ROCKPORT MA 01966 CHARITY 20000 WAKEFIELD BROOKFIELD HISTORICAL 2851 WAKEFIELD RD SANBORNVILLE NH 03872 CHARITY 1000 WELLSPRING HOUSE 302 ESSEX AVE GLOUCESTER MA 01930 CHARITY 1000 166000 14 2890 14 78290 18 128107 MISELLANEOUS 373 209287 373 209660 false false false false false false false false false false X X 1 C RICHARD CARLSON 2 DRIFTWOOD WAY ROCKPORT MA 01966 104139 X 1 STOCK 58013 2023-09-20 1 STOCK 46126 2024-03-03 ACCOUNTING SERVICES 6985 COMMON, PREFERRED & OTHER EQUITY 2839131 3750494 BASIS ADJ - CONTRIBUTED SECURITIES SOLD 95640 MISELLANEOUS 373 373 INVESTMENT FEES 23823 FOREIGN TAXES 1065 FEDERAL TAXES 2909