2024-11-14T17:30:01-06:00 2023-12-31 010825608 DAIGLE & ASSOCIATES LLP 176 FEDERAL STREET - 3RD FL BOSTON MA 02110 990PF 2023-01-01 046875099 THE ROBERT AND MICHELLE COOKE ATCHINSON FOUNDATION ROBE 7818630458 16 NILES LANE WINCHESTER MA 01890 ROBERT G ATCHINSON TRUSTEE 7818630458 2024-11-14 1 0 THOMAS M LONG P01595824 6176193350 2023 2024-10-15 13:58:12Z X 120291353 X 538281 2480560 2480560 -202512 17728989 0 26797836 26797836 29614165 29278396 0 0 0 22355 11178 11177 398000 23000 0 927453 927453 0 1347808 961631 11177 5212600 5212600 6560408 961631 5223777 23053757 28316765 1231056 2159594 2159594 20007274 16981789 19007922 62794468 88726817 99059005 691477 64832 64832 84724275 107933032 120291353 975000 1130000 975000 1130000 X 0 0 0 0 83749275 106803032 83749275 106803032 84724275 107933032 83749275 23053757 0 106803032 0 106803032 FROM K-1 - ADAGE CAPITAL D 37825 -37825 -37825 FROM K-1 - ENERGY TRANSFER, LP P 6145 -6145 -6145 FROM K-1 - ENTERPRISE PRODUCTS PARTNERS LP P 276 -276 -276 PUBLICLY TRADED SECURITIES - MS 17674104 16242605 1431499 1431499 FROM K-1 - SPT LLC P 32 32 32 DISPOSITION OF PSHIP INTEREST - AVMONT LLC P 1644650 -1644650 -1644650 CAPITAL GAINS DIVIDENDS P 54853 54853 54853 -202512 393603 0 393603 0 393603 444260 0 200000 0 644260 X 0 250657 250657 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 1 0 1 N/A ROBERT G ATCHINSON - TRUSTEE 7818630458 16 NILES LANE WINCHESTER MA 01890 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT G ATCHINSON 16 NILES LANE WINCHESTER MA 01890 TRUSTEE 1.00 0 0 0 MICHELLE COOKE ATCHINSON 16 NILES LANE WINCHESTER MA 01890 TRUSTEE 1.00 0 0 0 DANIEL S ATCHINSON 16 NILES LANE WINCHESTER MA 01890 TRUSTEE 1.00 0 0 0 KATHERINE M ATCHINSON 16 NILES LANE WINCHESTER MA 01890 TRUSTEE 1.00 0 0 0 CHRISTINE J ATHENS 16 NILES LANE WINCHESTER MA 01890 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 120311046 640089 0 120951135 0 0 120951135 1814267 119136868 5956843 5956843 393603 393603 5563240 0 5563240 0 5563240 5223777 0 5223777 5563240 5121676 0 0 5223777 5121676 0 0 102101 0 0 0 0 0 0 0 0 5461139 0 0 0 ROBERT G ATCHINSON MICHELLE COOKE ATCHINSON X SAINT CECILIA PARISH 18 BELVIDERE STREET BOSTON MA 02115 NONE PC GENERAL SUPPORT OF THE CHURCH 25000 CAMPAIGN FOR CATHOLIC SCHOOLS 66 BROOKS DRIVE BRAINTREE MA 02184 NONE PC TO STRENGTHEN & SUPPORT CATHOLIC ELEMENTARY SCHOOLS IN BOSTON NEIGHBORHOODS. 1000000 CAMP HARBOR VIEW FOUNDATION 79 NEWBURY STREET BOSTON MA 02116 NONE PC TO SUPPORT SUMMER CAMPS AND ACTIVITES PROVIDED TO BOSTON'S AT-RISK NEIGHBORHOODS. 110000 HORIZONS FOR HOMELESS CHILDREN 1785 COLUMBUS AVE ROXBURY MA 02119 NONE PC TO IMPROVE THE LIVES OF YOUNG HOMELESS CHILDREN IN MASSACHUSETTS 105000 MASSACHUSETTS EYE & EAR 243 CHARLES STREET BOSTON MA 02114 NONE PC INCREASE MEDICAL RESEARCH 1127500 NANTUCKET COTTAGE HOSPITAL FOUNDATION 57 PROSPECT STREET NANTUCKET MA 02554 NONE PC GENERAL SUPPORT FOR MEDICAL RESEARCH AND SERVICES 50000 RON BURTON TRAINING VILLAGE 71 HIGH BRIDGE ROAD HUBBARDSTON MA 01452 NONE PC TO ENRICH THE LIVES OF CHALLENGED YOUTH IN AREAS OF CHARACTER AND LEADERSHIP 30000 UPSTREAM 2 OLIVER STREET SUITE 402 BOSTON MA 02109 NONE PC TO IMPROVE AND CHANGE REPRODUCTIVE HEALTH CARE 1000000 MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 NONE PC ENSURE THAT DIVERSE PATIENTS AND FAMILIES RECEIVE HIGH QUALITY HEALTH CARE 75000 BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVENUE BOSTON MA 02115 NONE PC TO SUPPORT EDUCATION AND COMMUNITY PROGRAMS AIMED TO INCREASE ACCESS TO AND PASSION FOR ORCHESTRAL MUSIC 35000 MARANYUNDO INITIATIVE 14 ALBERTA TERRACE UNIT 1 CAMBRIDGE MA 02140 NONE PC PROVIDING ACCESS TO AND EXCELLENCE IN GIRLS' EDUCATION IN RWANDA 20000 CITY YEAR 287 COLUMBUS AVENUE BOSTON MA 02116 NONE PC SUPPORT TUTORS, MENTORS, AND ROLE MODELS TO HELP STUDENTS STAY IN SCHOOL AND ON TRACK TO GRADUATE HIGH SCHOOL READY FOR COLLEGE AND CAREER SUCCESS. 20000 HEALTH EQUITY INTERNATIONAL 40 GLEN AVENUE NEWTON MA 02459 NONE PC GENERAL SUPPORT FOR MEDICAL RESEARCH AND SERVICES 25000 UNICEF USA 125 MAIDEN LANE NEW YORK NY 10038 NONE PC SUPPORT INNOVATIVE SOLUTIONS FOR EMERGENCY SITUATIONS 25000 THE CATHOLIC SCHOOLS FOUNDATION 67 BATTERYMARCH STREET 6TH FLOOR BOSTON MA 02110 NONE PC TO SUPPORT CATHOLIC SCHOOLS. 50000 NATURAL RESOURCES DEFENSE COUNCIL INC 40 W 20TH STREET NEW YORK NY 10011 NONE PC SUPPORT THE GOAL TO SAFEGUARD THE EARTH. 30000 NANTUCKET BOYS & GIRLS CLUB PO BOX 269 NANTUCKET MA 02554 NONE PC TO EMPOWER THE YOUTH OF NANTUCKET TO REACH THEIR FULL POTENTIAL. 129650 YOUTH VILLAGES 12 GILL STREET SUITE 5800 WOBURN MA 01801 NONE PC TO HELP EMOTIONAL AND BEHAVIORAL TROUBLED CHILDREN AND THEIR FAMILIES. 10000 GREAT HARBOR YACHT CLUB FOUNDATION 96 WASHINGTON STREET NANTUCKET MA 02554 NONE PC TO PROMOTE THE HEALTH OF THE HARBOR AND ITS MARINE ECOSYSTEM. 5000 BIG BROTHER BIG SISTER CENTRAL MASSMETROWEST 18 CHESTNUT STREET SUITE 340 WORCESTER MA 01608 NONE PC SUPPORT MENTORING FOR CHILDREN THROUGHOUT CENTRAL MASSACHUSETTS. 300000 BIG BROTHER BIG SISTER CENTRAL MASSACHUSETTS BAY 184 HIGH STREET 3RD FLOOR BOSTON MA 02110 NONE PC SUPPORT MENTORING FOR CHILDREN THROUGHOUT MASSACHUSETTS. 100000 BOSTON'S CHILDRENS HOSPITAL 401 PARK DRIVE SUITE 602 BOSTON MA 02215 NONE PC GENERAL SUPPORT FOR MEDICAL RESEARCH AND SUPPORT 50000 CAITLIN CLAVETTE MEMORIAL FOUNDATION 14 CARRIAGE LANE WINCHESTER MA 01890 NONE PC WORK FOR CHILDREN, ADOLESCENTS AND YOUNG ADULTS THROUGH PROJECTS THAT TEACH ABOUT HOW TO MAINTAIN A HEALTHIER LIFESTYLE 4000 PLAY BALL 60 THOREAU STREET 255 CONCORD MA 01742 NONE PC TO CREATE AND EXPAND SPORTS OPPORTUNITIES FOR URBAN MIDDLE SCHOOLERS 15000 THE COLLEGE OF THE HOLY CROSS 1 COLLEGE STREET WORCESTER MA 01610 NONE PC TO PROVIDE SUPPORT FOR ADVANCED EDUCATION. 25000 YEAR UP 45 MILK STREET 9TH FLOOR BOSTON MA 02109 NONE PC TO SUPPORT THE DEVELOPMENT OF YOUNG MEN AND WOMEN IN TECHNICAL AND PROFESSIONAL SKILLS. 100000 THE NEW ENGLAND AQUARIUM CENTRAL WHARF BOSTON MA 02110 NONE PC TO SUPPORT THE GENERAL OPERATION OF THE AQUARIUM. 25000 SHARE WINTER FOUNDATION 385 WESTMINSTER STREET APT 2D PROVIDENCE RI 02903 NONE PC TO SUPPORT THE LIVES, HEALTH AND FITNESS OF YOUTH THROUGH WINTER SPORTS. 180000 MASSACHUSETTS WONDERFUND INC 77 ROWE STREET 33 NEWTON MA 02466 NONE PC TO SERVE CHILDREN ENGAGED WITH THE MASSACHUSETTS DEPARTMENT OF CHILDREN AND FAMILIES 165000 COMMUNITY SERVINGS INC 179 AMORY STREET JAMAICA PLAIN MA 02130 NONE PC TO PROVIDE MEDICALLY TAILORED, NUTRITIOUS, SCRATCH-MADE MEALS TO CHRONICALLY AND CRITICALLY ILL INDIVIDUALS AND FAMILIES 3000 BOYS & GIRLS CLUB OF BOSTON 200 HIGH STREET 3RD FLOOR BOSTON MA 02110 NONE PC TO ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS. 25000 DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON MA 02215 NONE PC GENERAL SUPPORT FOR CANCER RESEARCH 100000 BOSTON BULLPEN PROJECT INC PO BOX 920512 NEEDHAM MA 02492 NONE PC TO SUPPORT SOCIAL SERVICE ORGANIZATIONS IN MASSACHUSETTS 30000 STANFORD UNIVERSITY 326 GALVEZ STREET STANFORD CA 94305 NONE PC TO PROVIDE SUPPORT FOR ADVANCED EDUCATION 10000 THE FRANCIS OUIMET SCHOLARSHIP FUND INC 300 ARNOLD PALMER BOULEVARD NORTON MA 02766 NONE PC TO PROVIDE FOR NEED-BASED COLLEGE SCHOLARSHIPS TO YOUNG MEN AND WOMEN WHO HAVE WORKED AT MASSACHUSETTS GOLF COURSES 15000 THE SISTERS OF ST JOSEPH 637 CAMBRIDGE STREET BRIGHTON MA 02135 NONE PC GENERAL SUPPORT OF THE CHURCH 10000 GAVIN FOUNDATION INC 70 DEVINE WAY SOUTH BOSTON MA 02127 NONE PC GENERAL SUPPORT FOR SUBSTANCE ABUSE EDUCATION, PREVENTION AND TREATMENT PROGRAMS 25000 GOLF FIGHTS CANCER 300 ARNOLD PALMER BOULEVARD NORTON MA 02766 NONE PC TO RAISE FUNDS TO MAKE TANGIBLE IMPROVEMENTS THE CANCER-CARE EXPERIENCE FOR PATIENTS AND THEIR FAMILIES 5000 BLUE STAR FAMILIES INC 441 SAXONY THE HIVE/BARN 2 ENCINITAS CA 92024 NONE PC TO SUPPORT MILITARY FAMILIES 15000 ONE SUMMIT INC 4 HIGH STREET SUITE 128 NORTH ANDOVER MA 01845 NONE PC TO BUILD RESILIENCE AND FACILITATE GROWTH IN PEDIATRIC CANCER PATIENTS AND THEIR SIBLINGS THROUGH EXPERIENTAL LEARNING, MENTORSHIP, AND COMMUNITY ENGAGEMENT WITH US NAVY SEALS 10000 QUIN HOUSE IMPACT FUND 217 COMMONWEALTH AVENUE BOSTON MA 02116 NONE PC TO SUPPORT LOCAL PHILANTHROPIC ORGANIZATIONS THAT ARE MAKING POSITIVE CONTRIBUTIONS TO THE COMMUNITY 10000 THE NANTUCKET ATHENEUM 1 INDIA STREET PO BOX 808 NANTUCKET MA 02554 NONE PC TO SUPPORT THE PUBLIC LIBRARY 5000 ESPLANADE ASSOCIATION 575 BOYLSTON STREET SUITE 4R BOSTON MA 02116 NONE PC TO SUPPORT AND CARE FOR THE PUBLIC PARK 46000 NANTUCKET CONSERVATION FOUNDATION INC 118 CLIFF ROAD NANTUCKET MA 02554 NONE PC TO SUPPORT THE PRESERVATION OF NANTUCKET'S NATURAL AREAS AND HABITATS 10000 HERREN PROJECT PO BOX 131 PORTSMOUTH RI 02871 NONE PC TO PROVIDE SUPPORT FOR INDIVIDUALS AND FAMILIES TO RECEIVE QUALITY CARE WITH ADDICTION 5000 HARVARD COLLEGE 124 MOUNT AUBURN STREET CAMBRIDGE MA 02138 NONE PC TO PROVIDE SUPPORT FOR ADVANCED EDUCATION 25000 THE HOME FOR LITTLE WANDERERS 72 E DEDHAM STREET BOSTON MA 02118 NONE PC TO PROVIDE SUPPORT FOR CHILDREN'S EDUCATION 1500 CHILDREN'S OWN SCHOOL 86 MAIN STREET WINCHESTER MA 01890 NONE PC TO PROVIDE SUPPORT FOR CHILDREN'S EDUCATION 950 FOUNDATION FOR THE CAROLINA'S 220 N TRYON STREET CHARLOTTE NC 28202 NONE PC GENERAL SUPPORT 25000 5212600 0 14 2480560 14 26797836 18 -202512 0 29075884 0 29075884 11 TAX EXEMPT INCOME 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT & MICHELLE ATCHINSON 16 NILES LANE WINCHESTER MA 01890 538281 X X 1 CASH & SECURITIES 1051977 2023-12-27 TAX PREPARATION FEES 22355 11178 11177 FORM 990-PF, PART VI-A, LINE 11 NAME OF CONTROLLED ENTITY (EIN):ADAGE CAPITAL PARTNERS, L.P. (04-3574590)200 CLARENDON STREET, 52ND FLOORBOSTON, MA 02116NO EXCESS BUSINESS HOLDING. MORGAN STANLEY - 7880 - CORPORATE STOCK 16981789 19007922 ADAGE CAPITAL PARTNERS LP AT COST 87295492 96493933 GOLDMAN SACHS - 9373 - CORPORATE STOCK AT COST 1431290 2565037 SPT LLC AT COST 35 35 DUE FROM MS 49226 54587 54587 DUE FROM GS 9575 10245 10245 DUE FROM AVMONT 308 0 0 UNSETTLED TRANSACTIONS 632368 0 0 FROM K-1 - ADAGE CAPITAL - INVESTMENT INTEREST 681736 681736 0 FROM K-1 - ADAGE CAPITAL - OTHER INCOME 249701 249701 0 FROM K-1 - ENERGY TRANSFER LP - ORDINARY INCOME 12235 12235 0 FROM K-1 - ENERGY TRANSFER LP - RENTAL INCOME 139 139 0 FROM K-1 - ENTERPRISE PRODUCTS PARTNERS LP - ORDINARY 26715 26715 0 OTHER EXPENSES - MORGAN STANLEY 7880 -43073 -43073 0 FROM K-1 - ENERGY TRANSFER LP -7745 -7745 -7745 OTHER INVESTMENT INCOME 76963 76963 76963 FROM K-1 - ENTERPRISE PRODUCTS PARTNERS LP -57 -57 -57 FROM K-1 - SPT LLC 0 0 0 FROM K-1 - ADAGE CAPITAL - ORDINARY INCOME 26728675 26728675 26728675 UNSETTLED TRANSACTIONS 975000 1130000 FROM K-1 - ADAGE CAPITAL - FOREIGN TAX PAID 19541 19541 0 MORGAN STANLEY - FOREIGN TAX PAID 2959 2959 0 FEDERAL TAXES 375000 0 0 STATE TAXES 500 500 0