2025-08-11T10:28:31-05:00 2024-12-31 042106505 NUTTER MCCLENNEN & FISH LLP SEAPORT WEST 155 SEAPORT BLVD BOSTON MA 022102604 990PF 2024-01-01 046035212 ESTHER H HAWKS TRUST #0717116 CHARLES L NEWHALL ESTH 6174392503 131 FEDERAL STREET SALEM MA 01970 CHARLES L NEWHALL TRUSTEE 6174392503 2025-07-24 1 1 PAUL F RICH JR P00567473 6174392503 2024 2025-03-06 01:10:19Z X 3105210 X X 16883 16883 58756 58756 217054 583316 219084 292693 294723 10305 6698 3607 2854 1855 999 3500 2275 1225 20864 13562 7302 4513 605 0 1599 0 1599 43635 24995 14732 115000 115000 158635 24995 129732 134058 269728 10500 30500 30500 233686 260013 260013 238678 469452 474305 946396 853306 2227944 125195 75243 73283 37204 37204 39165 1591659 1725718 3105210 0 0 X 1591610 1725668 0 0 49 50 1591659 1725718 1591659 1725718 1591659 134058 1 1725718 0 1725718 50,000 APPLE INC NTS 3% 2/9/24 P 2018-01-31 2024-02-09 50000 49945 55 55 180,000 U S TREAS NTS 2.5% 4/30/24 P 2022-04-26 2024-04-30 180000 179704 296 296 65 SHS APPLE INC P 2018-09-20 2024-01-31 12035 3590 8445 8445 150 SHS J P MORGAN CHASE & CO P 1997-06-13 2024-01-31 26187 4437 21750 21750 65 SHS PARKER-HANNIFIN CORP P 2020-03-25 2024-01-31 30190 8369 21821 21821 100 SHS J P MORGAN CHASE & CO P 1997-06-13 2024-03-26 19638 2711 16927 16927 30 SHS PARKER-HANNIFIN CORP P 2020-03-25 2024-03-26 16580 3863 12717 12717 110 SHS PHILLIPS 66 P 2020-12-14 2024-03-26 17249 7421 9828 9828 520 SHS SKYWORKS SOLUTIONS INC P 2022-07-14 2024-05-15 48911 59851 -10940 -10940 70 SHS J P MORGAN CHASE & CO P 1992-11-12 2024-08-07 14099 1206 12893 12893 100 SHS J P MORGAN CHASE & CO P 1992-11-12 2024-08-15 21136 1722 19414 19414 30 SHS PARKER-HANNIFIN CORP P 2020-03-25 2024-08-15 17713 3863 13850 13850 400 SHS BRISTOL-MYERS SQUIBB CO P 2012-12-12 2024-09-27 20500 738 19762 19762 55 SHS J P MORGAN CHASE & CO P 1992-11-12 2024-09-27 11594 947 10647 10647 25 SHS PARKER-HANNIFIN CORP P 2020-03-25 2024-09-27 15853 3219 12634 12634 190 SHS EOG RESOURCES INC P 2020-02-04 2024-10-04 25129 13991 11138 11138 115 SHS PHILLIPS 66 P 2020-12-14 2024-10-16 15253 7759 7494 7494 45 SHS QUALCOMM INC P 2022-07-14 2024-11-06 7724 6385 1339 1339 75 SHS J P MORGAN CHASE & CO P 1992-11-12 2024-12-19 17529 1292 16237 16237 25 SHS PARKER-HANNIFIN CORP P 2020-03-25 2024-12-19 15996 3219 12777 12777 219084 3749 0 3749 0 3749 3200 0 2600 0 5800 26 2025 2025 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A NUTTER MCCLENNEN FISH LLP 6174392000 SEAPORT WEST 155 SEAPORT BLVD BOSTON MA 022102604 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 CHARLES L NEWHALL 131 FEDERAL STREET SALEM MA 01970 TRUSTEE 2.00 10305 0 0 NONE 0 NUTTER MCCLENNEN & FISH LLP 155 SEAPORT BLVD BOSTON MA 02210 INVEST/CUSTODIAL 20864 NUTTER MCCLENNEN & FISH LLP 155 SEAPORT BLVD BOSTON MA 02210 TAX PREPARATION FEE 3500 NUTTER MCCLENNEN & FISH LLP 155 SEAPORT BLVD BOSTON MA 02210 LEGAL FEES 2854 0 0 2780580 338878 0 3119458 0 0 3119458 46792 3072666 153633 153633 3749 3749 149884 0 149884 0 149884 129732 0 129732 149884 109155 0 0 129732 109155 0 0 20577 0 0 0 0 0 0 0 0 129307 0 0 0 CHARLES L NEWHALL PO BOX 2056 SALEM MA 01970 9787441626 APPLICATION FORMS FOR SCHOLARSHIP GRANT MUST BE COMPLETED AND FILED WITH SUPPORTING DOCUMENTATION BY DEADLINE (USUALLY MAY 1, FOR FIRST TIME APPLICANTS; MAY 15, FOR RENEWAL APPLICANTS). APPLICATIONS FOR RENEWAL OF GRANTS, AND FIRST TIME APPLICATIONS FROM LYNN RESIDENTS IN THEIR SENIOR YEAR IN HIGH SCHOOL, FOR FULL TIME STUDY IN AMERICAN COLLEGES, HAVE USUALLY BEEN GIVEN PREFERENCE. GRANTS MAY ALSO BE MADE TO CHARITABLE ENTITIES USUALLY IN LYNN PRE-SELECTED BY THE TRUSTEES. SEE ABOVE STATEMENT SEE ABOVE STATEMENT AMERICAN UNIVERSITY 4400 MASSACHUSETTS AVENUE NW WASHINGTON DC 20016 NONE PUBLIC ALL PAID DIRECTLY TO COLLEGES/UNIVERSITIES FOR TUITION & FEES 5000 ASSUMPTION UNIVERSITY 500 SALLSBURY ST WORCESTER MA 01609 NONE PUBLIC SAME AS ABOVE 5000 BERKLEE COLLEGE OF MUSIC 1140 BOYLSTON STREET BOSTON MA 02215 NONE PUBLIC SAME AS ABOVE 5000 BOSTON COLLEGE 140 COMMONWEALTH AVE BOSTON MA 02467 NONE PUBLIC SAME AS ABOVE 5000 CENTRE COLLEGE 600 W WALNUT STREET DANVILLE KY 40422 NONE PUBLIC SAME AS ABOVE 5000 CURRY COLLEGE 1071 BLUE HILL AVENUE MILTON MA 02186 NONE PUBLIC SAME AS ABOVE 5000 EMMANUEL COLLEGE 400 FENWAY BOSTON MA 02115 NONE PUBLIC SAME AS ABOVE 5000 ENDICOTT COLLEGE 376 HALE STREET BEVERLY MA 01915 NONE PUBLIC SAME AS ABOVE 5000 FRAMINGHAM STATE UNIVERSITY 100 STATE STREET FRAMINGHAM MA 01701 NONE PUBLIC SAME AS ABOVE 5000 FRANKLIN PIERCE UNIVERSITY 40 UNIVERSITY DR RINDGE NH 03461 NONE PUBLIC SAME AS ABOVE 5000 GEORGE WASHINGTON UNIVERSITY 2121 I ST NW WASHINGTON DC 20052 NONE PUBLIC SAME AS ABOVE 5000 GORDON COLLEGE 255 GRAPEVINE ROAD WENHAM MA 01984 NONE PUBLIC SAME AS ABOVE 5000 HOWARD UNIVERSITY 2400 6TH ST NW WASHINGTON DC 20059 NONE PUBLIC SAME AS ABOVE 5000 MCPHS UNIVERSITY 179 LONGWOOD AVE BOSTON MA 02115 NONE PUBLIC SAME AS ABOVE 5000 NORTH CAROLINA CENTRAL UNIVERSITY 1801 FAYETTEVILLE ST DURHAM NC 27707 NONE PUBLIC SAME AS ABOVE 5000 SALEM STATE UNIVERSITY 352 LAFAYETTE STREET SALEM MA 01970 NONE PUBLIC SAME AS ABOVE 5000 SIMMONS UNIVERSITY 300 FENWAY BOSTON MA 02115 NONE PUBLIC SAME AS ABOVE 5000 ST ANSELM COLLEGE 100 ANSELM DR GOFFSTOWN NH 03102 NONE PUBLIC SAME AS ABOVE 5000 TUFTS UNIVERSITY 419 BOSTON AVE MEDFORD MA 02155 NONE PUBLIC SAME AS ABOVE 5000 UNIVERSITY OF CONNECTICUT 115 NORTH EAGLEVILLE ROAD STORRS CT 06269 NONE PUBLIC SAME AS ABOVE 5000 UNIVERSITY OF MASSACHUSETTS (BOSTON) 100 MORRISSEY BLVD BOSTON MA 02125 NONE PUBLIC SAME AS ABOVE 10000 UNIVERSITY OF MASSACHUSETTS (LOWELL) 220 PAWTUCKET STREET LOWELL MA 01854 NONE PUBLIC SAME AS ABOVE 5000 115000 0 14 16883 14 58756 18 217054 0 292693 0 292693 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 3500 2275 1225 CORPORATE BONDS 75243 73283 CORPORATE STOCK 853306 2227944 0 0 469452 474305 FIXED INCOME MUTUAL FUNDS AT COST 37204 39165 LEGAL FEE 2854 1855 999 FORM PC - FILING FEE 35 0 35 ESSEX PROBATE AND FAMILY COURT 1290 0 1290 POST OFFICE BOX ANNUAL FEE 274 0 274 ROUNDING 1 OTHER PROFESSIONAL FEES 20864 13562 7302 FOREIGN TAX WITHHELD 605 605 0 2024 FEDERAL ESTIMATED TAX 1808 0 0 2023 FEDERAL EXTENSION 2100 0 0