2025-11-10T10:43:23-06:00 2024-12-31 041894190 Taylor Ganson & Perrin LLP 160 Federal Street 20th Floor Boston MA 02110 990PF 2024-01-01 042226641 The Thoracic Foundation C/O Taylor Ganson & Perrin LLP THOR 6179512777 160 Federal St 20th Boston MA 02110 Edward R Martin Trustee 6179512777 2025-11-10 1 1 Edward R Martin Esq P00449787 6179512777 2024 2025-03-06 01:10:19Z X 9820594 X X 17704 17704 17704 105755 105755 105755 622821 2221327 622821 746280 746280 123459 53342 53342 0 0 11985 11985 0 0 81260 81260 0 0 2783 0 0 0 4268 0 0 0 153638 146587 0 0 523448 523448 677086 146587 0 523448 69194 599693 123459 3439 58998 58998 117771 79751 79751 125343 125343 125343 280141 289645 291777 3819202 4680640 9123625 58134 48098 48935 1033177 94069 92165 5311864 5376544 9820594 0 0 X 5311864 5376544 5311864 5376544 5311864 5376544 5311864 69194 0 5381058 4514 5376544 130 shs Mondelez Intl Inc P 2020-02-25 2024-05-29 8710 7443 1267 1267 50,000 US Treasury NT 2.5% P 2022-07-19 2024-05-31 50000 50000 0 0 25,000 US Treasury NT 4.5% P 2022-12-15 2024-08-09 24950 25019 -69 -69 50,000 US Treasury NT 4.5% P 2022-12-15 2024-11-30 50000 50000 0 0 100 shs Caterpillar Inc P 1995-08-17 2024-11-07 40971 1717 39254 39254 15 shs Eli Lilly and Co P 1995-08-17 2024-02-13 11129 283 10846 10846 25 shs Microsoft Corp P 1995-08-17 2024-02-13 10147 156 9991 9991 200 shs Pfizer Inc P 2003-03-04 2024-10-30 5698 5512 186 186 15 shs Constellation Software Inc P 2020-07-08 2024-01-18 39622 16443 23179 23179 200 shs Graco Inc P 2020-01-20 2024-11-12 17671 14803 2868 2868 25,000 Hasbro Inc. Senior P 2020-07-08 2024-11-19 25000 25000 0 0 90 shs J & J Snack Food Corp P 2020-07-08 2024-06-05 14498 12778 1720 1720 10,000 Oracle Corp Senior Notes P 2022-05-16 2024-07-08 10000 10000 0 0 10,000 US Treasury Note P 2022-11-03 2024-02-15 10000 9776 224 224 10,000 US Treasury Note P 2023-04-14 2024-01-02 10000 9869 131 131 10,000 US Treasury Note P 2023-04-14 2024-07-01 10000 9851 149 149 3,520 shs American Superconductor Corp P 2023-08-17 2024-07-23 102130 30271 71859 71859 2,496 shs Arrowhead Pharmaceuticals P 2024-01-05 2024-08-09 59629 88852 -29223 -29223 1,339 shs Arrowhead Pharmaceutical P 2024-06-06 2024-08-09 31988 33347 -1359 -1359 3,719 shs Coursera Inc. P 2023-08-25 2024-05-02 35329 62642 -27313 -27313 1,817 shs Coursera Inc P 2023-08-25 2024-05-03 17566 30605 -13039 -13039 3,164 shs Coursera Inc. P 2023-08-28 2024-05-03 30588 52770 -22182 -22182 5,8790 shs Cutera Inc P 2024-01-16 2024-02-28 11903 19723 -7820 -7820 5,110 shs Cutera Inc P 2024-01-17 2024-02-28 10346 17494 -7148 -7148 1,222 shs Deciphera Pharmaceuticals P 2024-02-23 2024-04-29 30758 19679 11079 11079 801 shs Deciphera Pharmaceuticals P 2024-02-26 2024-04-29 20161 13092 7069 7069 648 shs Deciphera Pharmaceutical P 2024-02-27 2024-04-29 16310 10869 5441 5441 3,832 shs Deciphera Pharmaceutical P 2024-02-28 2024-04-29 96452 65585 30867 30867 967 shs Digi Intl P 2023-08-25 2024-05-03 24787 29859 -5072 -5072 206 shs Digi Intl P 2024-02-01 2024-05-03 5280 5704 -424 -424 160 shs Digi Intl P 2024-02-02 2024-05-03 4101 4606 -505 -505 2,789 shs Dynavax Technologies P 2024-01-04 2024-08-26 31756 41713 -9957 -9957 1,950 shs Dynavax Technologies P 2024-01-04 2024-08-27 21765 29165 -7400 -7400 1,915 shs Dynavax Technologies P 2024-01-05 2024-08-27 21375 28382 -7007 -7007 3,239 shs Dynavax Technologies P 2024-01-05 2024-08-28 35465 48005 -12540 -12540 1,028 shs Inari Medical Inc P 2023-08-07 2024-02-29 48930 67707 -18777 -18777 684 shs Myriad Genetics Inc P 2024-05-31 2024-11-12 11151 15713 -4562 -4562 298 shs Myriad Genetics Inc P 2024-05-31 2024-11-13 4784 6846 -2062 -2062 1,299 shs Myriad Genetics Inc P 2024-06-03 2024-11-13 20854 29099 -8245 -8245 1,118 shs Myriad Genetics Inc P 2024-06-04 2024-11-13 17948 25034 -7086 -7086 726 shs Myriad Genetics Inc P 2024-06-05 2024-11-13 11655 16444 -4789 -4789 337 shs Tenet Healthcare Corp P 2023-03-30 2024-02-23 31417 19453 11964 11964 268 shs Zscaler Inc P 2023-11-02 2024-10-10 52252 42751 9501 9501 332 shs Apple Computer Inc. P 2019-10-11 2024-07-28 74480 19676 54804 54804 968 shs Cognex Corp P 2019-11-27 2023-11-13 40390 49958 -9568 -9568 0.41 shs Concentra Group Holdings Parent Inc P 2023-06-27 2024-11-26 9 7 2 2 2,182 shs Digi Intl P 2022-06-06 2024-05-02 55388 55371 17 17 34 shs Digi Intl P 2022-06-07 2024-05-02 863 858 5 5 1,471 shs Digi Intl P 2022-06-07 2024-05-03 37706 37133 573 573 272 shs Guidewire Software Inc P 2023-01-03 2024-11-13 53832 17074 36758 36758 124 shs HCI Group Inc P 2022-05-03 2024-01-05 11155 8113 3042 3042 204 shs HCI Group Inc P 2022-05-03 2024-01-08 18167 13348 4819 4819 171 shs HCI Group Inc P 2022-05-04 2024-01-08 15229 11603 3626 3626 120 shs HCI Group Inc P 2022-05-04 2024-01-09 10564 8143 2421 2421 65 shs HCI Group Inc P 2022-05-04 2024-01-12 5636 4411 1225 1225 124 shs HCI Group Inc P 2022-05-04 2024-01-16 10591 8414 2177 2177 29 shs HCI Group Inc P 2022-05-04 2024-01-17 2499 1968 531 531 163 shs HCI Group Inc P 2022-05-05 2024-01-17 14045 11352 2693 2693 75 shs Microsoft Corp P 2016-07-20 2024-07-16 33889 4188 29701 29701 803 shs Snap On Inc P 2010-03-17 2024-07-16 218245 35036 183209 183209 775 shs Sterling Constr. Inc P 2021-11-03 2024-01-18 59669 19593 40076 40076 882 shs Sterling Constr. Inc P 2021-11-03 2024-02-12 73916 22298 51618 51618 164 shs Sterling Constr. Inc P 2021-11-03 2024-09-20 24776 4146 20630 20630 466 shs Tenet Healthcare Corp P 2023-03-30 2024-06-06 62438 26899 35539 35539 539 shs Tenet Healthcare Corp P 2023-03-30 2024-07-16 72033 31113 40920 40920 149 shs Tenet Healthcare Corp P 2023-03-30 2024-10-24 22679 8601 14078 14078 535 shs Tenet Healthcare Corp P 2023-03-31 2024-10-24 81432 31469 49963 49963 17,140 shs Arcadium Lithium PLC P 2020-09-03 2024-02-23 76620 63674 12946 12946 622821 -48599 8336 0 8336 0 8336 0 0 11000 0 11000 467 2197 2197 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A Edward R Martin Esq 6179512777 160 Federal Street Boston MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Hilary Worthen 2587 Hilgard Ave Berkeley CA 94709 Trustee 0.50 0 0 0 Edward R Martin 160 Federal Street Boston MA 02110 Trustee 3.00 0 0 0 Patricia Shepard 23 Burnham Street Belmont MA 02478 Trustee 0.50 0 0 0 NONE 0 NONE 0 0 8461182 357485 0 8818667 0 0 8818667 132280 8686387 434319 434319 8336 8336 425983 0 425983 0 425983 523448 0 523448 425983 79201 0 0 523448 79201 0 0 425983 18264 0 0 18264 0 0 0 0 0 0 0 18264 18264 Edward R Martin Trustee 160 Federal Street 20th Floor Boston MA 02110 6179512777 Open None None Action on Smoking and Health(ASH) 1250 Connecticut Ave NW 7th Floor Washington DC 20036 none Health General funding for non-smokers rights 5000 Asthma & Allergy Foundation of America 109 Highland Ave Needham Heights MA 02494 none Health Asthma Education and Awareness 25000 Boston Community Pediatrics 527 Albany Street 200 Boston MA 02118 none Charity To assist with Covid-19 vaccine education and counseling. 25000 Campaign for Tobacco Free Kids 1400 Eye Street NW Suite 1200 Washington DC 20005 none Charity Advocacy program - Take Down Tobacco 25000 Campaign for Tobacco Free Kids 1400 Eye Street NW Suite 1200 Washington DC 20005 none Charity Accountability program - Protecting Kids 35000 Children's Hospital 300 Longwood Ave Boston MA 02215 300 Longwood Avenue Boston MA 02115 none Charity Asthma Program-Ms. Klements program 30000 Children's Wisconsin Foundation PO Box 1997 Milwaukee WI 53201 None Charity Support for Vaping project 25000 Compassion & Choices 4155 East Jewell Ave Suite 200 Denver CO 80222 none Charity General purpose 35000 Dana Farber Cancer Institute 10 Brookline Place West Brookline MA 02445 none Charity Dr. Janne's research on therapeutic targeting of drug induced persister cells 35000 Dana Farber Cancer Institute 10 Brookline Place West Brookline MA 02445 none Charity Dr. David Barbie Research sensitizing small cell lung cancer to immune checkpoint blockade by restoring neoantigen displayEducation 35000 Migrant Clinician Network 912 Dartmoor Drive Austin TX 78746 None Charity Assisting with TB issues with migrant workers 50000 Southcoast Hospital 101 Page Street New Bedford MA 02740 101 Page Street New Bedford MA 02470 none Charity Breathe Free program 30000 University of California Berkeley 1995 University Avenue Suite 400 Berkeley CA 94704 None Charity Gift to UC Regents to assist with research 25000 Children's Hospital 300 Longwood Ave Boston MA 02215 300 Longwood Avenue Boston MA 02115 None Charity Dr. Carla Kim research 35000 Health Resources in Action 2 Boylston Street 4th Floor Boston MA 02116 none charity Training of Community Health Workers in acute and chronic respiratory conditions 25000 Lamoille Family Center 480 Cadys Falls Road Morrisville VT 05661 none charity Educating students on dangers of vaping 20000 Iowa City Free Medical Clinic 2440 Towncrest Drive Iowa City IA 52240 none charity Assist with funding for Medical clinic for support for patients with asthma and breathing issues 20000 Vital CXNS PO Box 320421 Boston MA 02132 none charity Assist with programs related to Long Covid 25000 World of Pink 2800 NE 47th Street Lighthouse Point FL 33064 none charity to assist with manufacturing and delivery of post operative bras 10000 NewtonSan Juan del Sur Sister City Project 211 Winslow Road Newton MA 02468 none charity assist with costs to build eco stoves 8448 523448 0 14 17704 14 105755 18 18 622821 0 746280 0 746280 0 0 0 0 0 0 0 0 0 0 Tax Preparation Fee 11985 11985 0 0 10,000 shs Biogen Inc 10021 9943 10,000 shs Zoetis Inc 9873 9990 10,000 American Tower Corp New 9701 9768 20,000 shs Oracle Corp 18503 19234 200 shs Novartis AG Sponsored ADR 9644 19462 1,200 shs Roche Holdings Ltd Sponsored ADR 26867 41856 150 shs McDonald's Corp Inc. 10545 43484 200 shs Accenture PLC 11015 70358 500 shs Exxon Mobil Corp 8601 53785 210 shs Rockwell Automation 24430 60016 250 shs Sempra Energy 13330 43860 500 shs Alphabet Inc. CL A 6616 94650 250 shs Procter & Gamble Co 17637 41913 200 shs Johnson & Johnson 10621 28924 300 shs Canadian National Railway 2107 30453 300 shs JP Morgan Chase & Co. 20463 71913 400 shs Nextera Energy 14367 28676 525 shs Edwards Lifesciences 17998 38866 75 shs Berkshire Hathaway 15805 33996 90 shs Lowes Companies Inc. 9905 22212 900 shs Enterprise Products Partners 25362 28224 700 shs Keurig Dr. Pepper Inc 18681 22484 700 shs Par Technology 14989 50869 438 shs Alcon Inc. 23896 37182 410 shs Nestle SA-Sponsored ADR 12062 33877 175 shs Pepsico Inc. 25719 26611 100 shs Watsco Inc 28485 47389 150 shs Alcon Inc. 10458 12734 75 shs Ecolab Inc. 15421 17574 400 shs Nike Inc. 9699 30268 30 shs Union Pacific 6588 6841 95 shs American Tower Corporation 24354 17424 700 shs Abbott Laboratories 5757 79177 100 shs Alphabet Inc 1323 19044 600 shs Texas Instruments 3587 112506 100 shs Visa Inc 20329 31604 600 shs Analog Devices 6113 127476 375 shs Alphabet Inc 5309 70988 320 shs Amazon.Com Inc 9332 70205 150 shs Home Depot 14861 58349 150 shs Microsoft Corp 4393 63225 245 shs Pepsico Inc 16913 37255 180 shs Visa Inc. 12932 56887 250 shs Aptargroup Inc 6730 39275 300 shs Baxter International 10755 8748 800 shs Keycorp 9596 13712 2,047 shs Agnico Eagle Mines LTD 106623 160096 1,385 shs Amazon Com Inc. 63322 303855 1,345 shs Cheniere Energy Inc 40533 289000 559 shs Dollar Tree Inc 79930 41891 6,120 shs Energy Recovery Inc 156587 89964 2,439 shs Exxon Mobil Corp 156489 262363 952 shs Generac Holdings Inc 187170 147608 474 shs Goldman Sachs Group Inc. 101934 271422 5,651 shs Kratos Defense & Security Solutions Com. 92409 149073 3,871 shs Primoris Services Corp. 111909 295744 936 shs Salesforce Inc. 141163 312933 14,220 shs Sunopta Inc 119587 109494 1,521 shs Walt Disney Company 172916 169363 500 shs Brookfield Corp 19933 28725 500 shs Brookfield Asset Mgmt 19399 27095 200 shs Caterpillar Inc 3434 72552 50 shs Danaher Corp 12081 11478 170 shs Eli Lilly and Co 3211 131240 400 shs Microsoft Corp 2490 168600 100 shs Nestle S A 9999 8170 150 shs Novo Nordisk A/s ADR 16064 12903 100 shs Ametek Inc 16106 18026 100 shs Diamondback Energy Inc 14842 16383 800 shs Veeva Systems Inc 15203 15769 400 shs Gitlab Inc 17788 22540 1,725 shs Ambarella Inc. 96533 125477 6,574 shs American Superconductor Corp 86358 161918 1,683 shs Apple Inc. Com 101938 421457 11,115 shs Avepoint Inc Com 96374 183509 1,841 shs Blueprint Medicines Corp 176581 160572 942 shs BWX Technologies Inc. Com 89579 104929 4,517 shs Concentra Group Holdings Parent Inc. Com 74824 89346 3,893 shs Everquote Inc. Com 91840 77821 1,442 shs Guidewire Softward Inc. Com 90518 243092 1,938 shs HCI Group Inc. Com 115525 225835 602 shs IDEX Corp 130829 125993 2,206 shs Intra-Celluar Therapies 168637 184245 301 shs Intuit Inc. 18727 189179 1,549 shs Ligand Pharmaceutical Inc. Com 124703 165975 897 shs Microsoft Corp 50087 378086 2,353 shs Nextera Energy Inc 147043 168686 1,784 shs Pegasystems Inc. Com 126912 166269 5,487 shs Pfizer Inc. Com 167194 145570 5,598 shs Select Medical Holdings Corp 87364 105522 1,083 shs Sterling Infrastructure Inc. Com 27379 182431 856 shs Tenet Healthcare Corp 50351 108053 4,457 shs Tower Semiconductor LTD 146575 229580 562 shs Zscaler Inc. Com 89649 101390 3,317 shs BP Spon ADR EAach Rep 6 Ord shs 80403 98051 289645 291777 0 0 25,000 Coach Inc 4.25% due 4/1/25 AT COST 24561 24946 25,000 Molson Coors Brewing Co AT COST 25358 24351 15,000 Coach Inc 4.125% due 7/15/27 AT COST 14983 14695 10,000 Sherwin Williams Company 2.3% CPN AT COST 10183 8734 10,000 CVS Health 3% cpn 8/15/26 AT COST 9408 9686 10,000 EBAY Inc 3.6% CPN AT COST 9576 9753 Adjustment to Book values 4514 Form PC filing fee 105 0 0 0 FNZ ADR Fees 66 0 0 0 ADR Fees Schwab 72 0 0 0 Account Maintenance Fee 425 0 0 0 Fee for Medical consultant 3600 0 0 0 FNZ Agency fees 2992 2992 0 0 RBC fees 11639 11639 0 0 Taylor, Ganson & Perrin, LLP, for Trust Administration for 2020 3619 3619 0 0 Essex Management 63010 63010 0 0 Foreign Taxes paid Charles Schwab 1340 0 0 0 Foreign Taxes paid from FNZ 819 0 0 0 Foreign Taxes paid RBC 624 0 0 0