2025-11-24T10:42:48-05:00 2025-08-31 042629635 BACALLCONNIFF INC 111 STATE STREET BOSTON MA 021092905 990PF 2024-09-01 043493404 CARLSON FAMILY TRUST CARL 8008822080 2 DRIFTWOOD WAY ROCKPORT MA 01966 C RICHARD CARLSON TRUSTEE 6172612573 2025-11-12 true true JEFFERY E RICHARDS P01301625 6173673250 2025-11-13 2024 2025-03-06 01:10:19Z X 4067667 X 39788 1708 1708 1708 88970 88970 88970 343652 1085653 343652 474118 434330 90678 7225 26494 6477 40196 0 0 209500 209500 249696 0 209500 224422 434330 90678 65713 56059 56059 2839131 3036263 4011608 2904844 3092322 4067667 319 3127 319 3127 X 2904525 3089195 2904525 3089195 2904844 3092322 2904525 224422 3128947 39752 3089195 UBS P 2024-01-01 2025-08-31 236946 136500 100446 100446 UBS P 2024-01-01 2025-08-31 212074 213391 -1317 -1317 UBS P 2024-01-01 2025-08-31 68855 51895 16960 16960 UBS P 2024-01-01 2025-08-31 529468 340215 189253 189253 343652 6037 6037 6037 2910 2910 3127 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 3907600 0 0 3907600 3907600 58614 3848986 192449 192449 6037 6037 186412 186412 186412 209500 209500 186412 145148 209500 145148 64352 122060 C RICHARD CARLSON X BATTEN SCHOOL FOUNDATION 235 MCCORMICK ROAD CHARLOTTESVILLE VA 22904 CHARITY 1000 BOSTON UNIVERSITY 595 COMMONWEALTH AVE BOSTON MA 02215 CHARITY 1000 BREWSTER ACADEMY 80 ACADEMY PLACE WOLFEBORO NH 03894 CHARITY 20000 CAMP O-AT-KA ROUTE 114 EAST SEBAGO ME 04029 CHARITY 1000 CAPE ANN HISTORICAL MUSEU 27 PLEASANT STREET GLOUCESTER MA 01930 CHARITY 20000 DIABETIC AADI ONE JOSLIN PLACE BOSTON MA 02215 CHARITY 1000 FAMILY AID BOSTON ATLANTIC AVE BOSTON MA 02215 CHARITY 90000 GLOUCESTER MARINE GENOMICS INSTITUT 417 MAIN STREET GLOUCESTER MA 01930 CHARITY 1000 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 12000 PERKINS SCHOOL FOR BLIND 175 N BEACON STREET WATERTOWN MA 02472 CHARITY 10000 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 15000 WELLSPRING HOUSE 302 ESSEX AVE GLOUCESTER MA 01930 CHARITY 1000 PATHWAYS FOR CHILDREN 29 EMERSON AVE GLOUCESTER MA 01930 CHARITY 1000 NORTH SHORE ARTS ASSOCIATION 11 PIRATES LN GLOUCESTER MA 01930 CHARITY 1000 SEALASKA HERITAGE INSTITUTE 105 HERITAGE WY JUNEAU AK 99801 CHARITY 10000 FLORIDA SCHOOL DEAF 207 SAN MARCO AVE ST AUGUSTINE FL 32084 CHARITY 500 22MOHAWKS 2 COMMERCIAL STREET SHARON MA 02067 CHARITY 10000 209500 14 1708 14 88970 18 343652 MISELLANEOUS 434330 434330 false false false false false false false false false false X X 1 C RICHARD CARLSON 2 DRIFTWOOD WAY ROCKPORT MA 01966 39788 X 1 STOCK 22509 2024-09-04 1 STOCK 17279 2024-09-04 ACCOUNTING SERVICES 7225 COMMON, PREFERRED & OTHER EQUITY 3036263 4011608 BASIS ADJ - CONTRIBUTED SECURITIES SOLD 39752 INVESTMENT FEES 26494 FOREIGN AND FEDERAL INCOME TAXES 439 FEDERAL TAXES 6038