2024-10-29T14:30:37-05:00 2024-06-30 010494526 Baker Newman & Noyes 650 Elm Street Suite 302 Manchester NH 03101 990PF 2023-07-01 026127798 Lafferty Family Charitable Foundation LAFF 6032792261 90 N Main Street Concord NH 033022530 Barbara Lafferty Braun President 6032792261 2024-09-27 1 0 Connor Smart P02285543 6036262200 2024-09-27 2023 2024-10-15 13:58:12Z X 5549643 X 249164 19970 19115 87634 87634 163729 676846 163729 520497 270478 0 0 0 2695 674 2021 26589 26378 0 895 895 0 109 0 109 30288 27947 2130 420600 420600 450888 27947 422730 69609 242531 79313 237145 237145 398929 287774 287774 4230733 4747382 4747382 395489 277342 277342 5104464 5549643 5549643 0 0 X 5104464 5549643 0 0 0 0 5104464 5549643 5104464 5549643 5104464 69609 624632 5798705 249062 5549643 Publicly Traded Securities 676418 513117 163301 163301 Capital Gains Dividends P 428 428 428 163729 3371 0 3371 0 3371 7533 0 0 0 7533 0 4162 4162 0 0 0 0 0 0 0 0 0 0 0 1 1 NH 1 0 0 0 0 1 N/A Bar Harbor Wealth Management 6032792261 90 North Main Street Concord NH 033022530 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Barbara Lafferty Braun c/o Bar Harbor Wealth Management 90 North Main St Concord NH 033022530 President 1.00 0 0 0 Elena Marie Braun c/o Bar Harbor Wealth Management 90 North Main St Concord NH 033022530 Secretary 1.00 0 0 0 Daniel James Lafferty c/o Bar Harbor Wealth Management 90 North Main St Concord NH 033022530 Treasurer 1.00 0 0 0 NONE 0 NONE 0 0 5029105 93362 0 5122467 0 0 5122467 76837 5045630 252282 252282 3371 3371 248911 0 248911 0 248911 422730 0 422730 248911 0 0 54399 67389 172338 45877 340003 422730 0 0 0 248911 173819 0 0 513822 0 0 0 0 0 0 0 513822 54399 67389 172338 45877 173819 X Alois Alzheimer Foundation 70 Damon Road Cincinnati OH 45218 N/A PC General Support 1250 American Society for the Prevention of Cruelty to Animals 424 E 92nd Street New York NY 10128 N/A PC General Support 10000 Angel City Pit Bulls PO Box 19944 Los Angeles CA 90019 N/A PC General Support 6000 Apostles Lutheran Church & School 5828 Santa Teresa Boulevard San Jose CA 951234035 N/A PC General Support 6000 Belknap House 200 Court Street Laconnia NH 03246 N/A PC General Support 10000 Boys and Girls Club of the Foothills 600 S Shamrock Avenue Monrovia CA 91006 N/A PC General Support 3000 Cambrian Educational Foundation 4115 Jacksol Drive San Jose CA 95124 N/A PC General Support 3000 Catholic Services Appeal Foundation of St Paul and Minneapolis 777 Forest Street St Paul MN 55106 N/A PC General Support 10000 Church of St Genevieve 7087 Goiffon Road Centerville MN 55038 N/A PC General Support 5000 Door of Hope 221 E Walnut Street Suite 112 Pasadena CA 91109 N/A PC General Support 5000 East Side Basketball Club (AAU) 102 Skillman Avenue Brooklyn NY 11211 N/A PC General Support 16000 Evangelical Lutheran Church of America 8765 W Higgins Road Chicago IL 60631 N/A PC General Support 4600 Franciscan Missionary Sisters of Our Lady of Sorrows 3600 SW 170th Avenue Beaverton OR 97006 N/A PC General Support 50000 Franciscan Sisters of Perpetual Adoration 912 Market Street La Crosse WI 54601 N/A PC General Support 50000 Future Roots Project 2909 France Avenue North Minneapolis MN 55422 N/A PC General Support 3000 Heifer International 1 World Avenue Little Rock AR 72202 N/A PC General Support 33000 Imagine LA 672 S Lafayette Park Place Suite 28 Los Angeles CA 90057 N/A PC General Support 6000 Kare Youth League PO Box 662080 Arcadia CA 91066 N/A PC General Support 3000 King of Grace Lutheran 6000 Duluth Street Minneapolis MN 554223927 N/A PC General Support 15000 Marquette University PO Box 1881 Milwaukee WI 532011881 N/A PC General Support 86400 NAMI Glendale 1540 East Colorado Street Glendale CA 91205 N/A PC Didi Hirsch Mental Health Center 6000 Nature Conservancy of New Hampshire 22 Bridge Street 4th Floor Concord NH 033014987 N/A PC General Support 15000 Penfield Children's Center 833 N 26th Street Milwaukee WI 53233 N/A PC General Support 32000 Play Rugby Inc 252 W 37th Street Suite 400 New York NY 10018 N/A PC General Support 6000 Presbyterian Homes Foundation 2845 Hamline Avenue North Saint Paul MN 55113 N/A PC General Support 10000 Saved me Inc 2609 Federal Street Philadelphia PA 19146 N/A PC General Support 3000 Smile Train 633 Third Avenue 9th Floor New York NY 10017 N/A PC General Support 10000 St Labre Indian School PO Box 216 Ashland MT 590039989 N/A PC General Support 1000 St Mary's Visitation Parish and School 1260 Church Street Elm Grove WI 53122 N/A PC General Support 1500 Time of Grace Ministry PO Box 301 Milwaukee WI 532010301 N/A PC General Support 2500 Unicorn Therapeutic Horseback Riding Inc 171 Marshalls Corner Woodsville Road Pennington NJ 08534 N/A PC General Support 6000 University of Dayton Advancement Office 300 College Park Dayton OH 454697056 N/A PC General Support 1350 420600 0 14 19970 14 87634 18 163729 0 271333 0 271333 0 0 0 0 0 0 0 0 0 0 X X 1 Beverly A Lafferty 2141 Scott Avenue North Golden Valley MN 55422 249164 X 1 Publicly traded securities 249164 2024-02-20 Accounting Fees 2695 674 2021 50000 units Apple Inc 1.125% 11 May 2025 48252 48252 50000 units AstraZeneca PLC .7% 08 Apr 2026 46282 46282 50000 units Bristol-Myers Squibb Co 1.125% 13 Nov 2027 44123 44123 50000 units PPG Industries Inc 1.2% 15 Mar 2026 46575 46575 50000 units Stryker Corp 1.15% 15 Jun 2025 47963 47963 50000 units Truist Financial Corp 1.125% 03 Aug 2027 44147 44147 1235 units Alphabet Inc 224955 224955 378 units Comcast Corp 14803 14803 950 units Verizon Communications Inc 39178 39178 817 units Amazon.com Inc 157885 157885 14 units Booking Holdings Inc 55461 55461 246 units Lowe's Cos Inc 54233 54233 240 units NIKE Inc 18089 18089 51 units Ulta Beauty Inc 19679 19679 163 units Costco Wholesale Corp 138548 138548 380 units PepsiCo Inc 62673 62673 285 units Procter & Gamble Co/The 47002 47002 903 units Baker Hughes Co 31759 31759 143 units Chevron Corp 22368 22368 600 units Exxon Mobil Corp 69072 69072 713 units Kinder Morgan Inc 14167 14167 950 units Bank of America Corp 37782 37782 119 units Berkshire Hathaway Inc 48409 48409 143 units Chubb Ltd 36477 36477 285 units JPMorgan Chase & Co 57644 57644 475 units Marsh & McLennan Cos Inc 100092 100092 119 units Mastercard Inc 52498 52498 201 units Abbott Laboratories 20886 20886 286 units Danaher Corp 71457 71457 299 units GE HealthCare Technologies Inc 23298 23298 210 units iShares Biotechnology ETF 28825 28825 287 units Johnson & Johnson 41948 41948 678 units Medtronic PLC 53365 53365 6414 units iShares 1-5 Year Inv Grade Corp Bond ETF 328653 328653 62 units UnitedHealth Group Inc 31574 31574 252 units Zimmer Biomet Holdings Inc 27350 27350 475 units Ametek INC 79187 79187 1100 units iShares Core U.S. Aggregate Bond ETF 106777 106777 141 units Eaton Corp PLC 44211 44211 151 units Illinois Tool Works Inc 35781 35781 285 units L3Harris Technologies Inc 64005 64005 427 units PACCAR Inc 43955 43955 2359 units United Parcel Service Inc 322829 322829 166 units Accenture PLC 50366 50366 119 units Adobe Inc 66109 66109 259 units Advanced Micro Devices Inc 42012 42012 214 units Akamai Technologies Inc 19277 19277 570 units Amphenol Corp 38401 38401 1106 units Apple Inc 232946 232946 148 units Arista Networks Inc 51871 51871 168 units International Business Machines Corp 29056 29056 43 units Lam Research Corp 45789 45789 699 units Microsoft Corp 312418 312418 400 units ON Semiconductor Corp 27420 27420 101 units Palo Alto Networks Inc 34240 34240 86 units Salesforce Inc 22111 22111 197 units American Tower Corp 38293 38293 57 units Equinix Inc 43126 43126 600 units Dominion Resources Inc/VA 29400 29400 955 units NextEra Energy Inc 67624 67624 3910 units iShares Core S&P Mid-Cap ETF 228813 228813 1400 units iShares Core S&P Small-Cap ETF 149324 149324 1330 units iShares MSCI EAFE ETF 104179 104179 3455 units Vanguard FTSE Developed Markets ETF 170746 170746 7096.201 units Vanguard GNMA Fund 64576 64576 926 units Vanguard FTSE Emerging Markets ETF 40522 40522 109 units Unilever PLC 5994 5994 1206 units Novo Nordisk A/S 172144 172144 33 units ASML Holding NV 33750 33750 210783 210783 76991 76991 Basis Adjustment for Donated Stock 249062 Office Expenses 34 0 34 NH Filing Fees 75 0 75 Unrealized Gains on Investment Holdings 624632 Agency Fees 26589 26378 0 Foreign Taxes 895 895 0