2024-05-09T17:50:32-07:00 2023-12-31 042615159 LORRAINE A TRAVERS CPA 97 HOLLISTER RD SWANSEA MA 02777 990PF 2023-01-01 046904362 CHARLES M AND RUTH WILCOX TR LUKE TRAVIS TRUSTEE CHAR 5086783943 P O BOX 3288 FALL RIVER MA 027223288 LUKE P TRAVIS TRUSTEE 5086783943 2024-04-25 true LUKE TRAVIS XXX-XX-XXXX true LORRAINE A TRAVERS P00074814 5083366162 2024-05-09 X 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 1055982 X X 140 140 140 26704 25659 25659 0 0 0 8771 35615 25799 25799 8402 7562 7562 840 950 855 855 95 1990 1791 1791 199 7777 7777 7777 0 0 335 19454 17985 17985 1134 52090 52090 71544 17985 17985 53224 -35929 7814 7814 388 796 796 53555 6582 6582 0 0 452859 488382 680930 436614 401767 367674 0 0 0 0 0 0 943416 897527 1055982 5000 0 0 0 0 5000 X 943416 892527 943416 892527 943416 897527 943416 -35929 907487 14960 892527 SEE BROKERAGE 1099-SHORT-TERM LOSSES P 2023-01-01 2023-12-31 5134 0 5835 -701 0 0 0 -701 SEE BROKERAGE 1099--LONG-TERM LOSSES P 2022-01-01 2023-12-31 152004 0 157171 -5167 0 0 0 -5167 SEE BROKERAGE 1099--LONG-TERM LOSSES P 2022-01-01 2023-12-31 61341 0 68096 -6755 0 0 0 -6755 SEE BROKERAGE 1099-CAPITAL GAIN DISTRIBUTION P 2022-01-01 2023-12-31 8363 0 0 8363 0 0 0 8363 -4260 -701 109 0 109 0 109 0 109 0 false false false false false false false true true MA true false false false false true N/A LUKE P TRAVIS ESQ 5086763333 PO BOX 3288 10 NORTH MAIN ST FALL RIVER MA 027223288 false false false false false false false false false false false false false false false false false false false false false false LUKE TRAVIS POBOX 3288FALL RIVE MA 02722 TRUSTEE 2.00 8402 0 0 NONE 0 NONE 0 988591 23640 0 1012231 0 1012231 15183 997048 49852 49852 109 109 49743 49743 49743 53224 53224 49743 52090 1519 1740 1004 2469 1759 8491 53224 52090 0 1134 9625 0 0 0 49743 1519 8106 1740 1004 2469 1759 1134 NONE NONE X SALVATION ARMY 290 BEDFORD ST FALL RIVER MA 02722 PUBLIC INCOME DISTRIBUTION PER TRUSTFOR NEEDY PERSONS IN FALL RIVER 52090 52090 14 140 14 26704 BOOK CAP. GAIN DIST 14 8363 35207 35207 false false false false false false false false false false LORRAINE A. TRAVERS, CPA TAX RETURN PREPARATION 1990 1791 1791 199 SEE ATTACHED STATEMENT I 401767 367674 SEE ATTACHED STATEMENT I 488382 680930 ATTY. LUKE P. TRAVIS LEGAL & LEGAL EXP. 950 855 855 95 CAPITAL LOSSES PER BOOKS 13617 BROKER'S ADJ FOR FEES, RET OF CAPITAL, ETC. 1343 MA ANNUAL FEE 35 ADVTG. 300 CAPITAL GAIN DIST. 8363 IRS REFUND 408 COMMONWEALTH FINANCIAL NETWORK AGENCY INVESTMENT FEES 7777 7777 7777