2024-03-28T13:20:39-05:00 2023-12-31 043236498 WALTER SHUFFAIN PC ONE INTERNATIONAL PLACE SUITE 1010 BOSTON MA 02110 990PF 2023-01-01 046136550 SAQUISH FOUNDATION C/O HUNTER ASSOCIATES SAQU 6175428695 10 HIGH STREET 305 BOSTON MA 02110 ARTHUR A NICHOLS TRUSTEE 6175428695 2024-03-27 1 ARTHUR NICHOLS 999009999 0 STEPHEN D CANDELARIO P00739148 6174472700 2024-03-27 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X 25549806 X X 113809 113809 384071 384071 541152 5139781 541152 51415 1305 1090447 1040337 208000 64000 144000 7500 3750 3750 184665 184665 0 25423 16420 0 19642 19367 275 445230 288202 148025 1105000 1105000 1550230 288202 1253025 -459783 752135 3141338 580387 580387 12045162 13932938 20103934 5012987 5172987 4865485 20199487 19686312 25549806 0 0 X 20199487 19686312 20199487 19686312 20199487 19686312 20199487 -459783 0 19739704 53392 19686312 PUBLICLY TRADED SECURITIES P 4095140 3606799 488341 488341 PUBLICLY TRADED SECURITIES P 1020565 991830 28735 28735 CAPITAL GAINS DIVIDENDS P 24076 24076 24076 541152 10455 0 10455 0 10455 15780 0 0 0 15780 0 5325 5325 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A ARTHUR A NICHOLS HUNTER OFFICE 6175428695 10 HIGH STREET SUITE 305 BOSTON MA 02110 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ARTHUR A NICHOLS 10 HIGH STREET SUITE 305 BOSTON MA 02110 TRUSTEE 7.00 48000 0 0 ROBYN BORGES 10 HIGH STREET SUITE 305 BOSTON MA 02110 TRUSTEE 7.00 80000 0 0 SCOTT WERLY 10 HIGH STREET SUITE 305 BOSTON MA 02110 TRUSTEE 7.00 80000 0 0 NONE 0 NONE 0 0 24527260 0 0 24527260 0 0 24527260 367909 24159351 1207968 1207968 10455 10455 1197513 0 1197513 0 1197513 1253025 0 1253025 1197513 1184919 0 0 1253025 1184919 0 0 68106 0 0 0 0 0 0 0 0 1129407 0 0 0 X BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON MA 02118 NONE PC CHARITABLE 10000 BOSTON PUBLIC LIBRARY 700 BOYLSTON ST BOSTON MA 02116 NONE PC CHARITABLE 20000 BOSTON SYMPHONY ORCHESTRA SYMPHONY HALL 301 MASS AVE BOSTON MA 02115 NONE PC CHARITABLE 20000 BOYS & GIRLS CLUB OF BOSTON 230 W 6TH STREET BOSTON MA 02127 NONE PC CHARITABLE 55000 CAROLINA HILL 728 MAIN STREET MARSHFIELD MA 02050 NONE PC CHARITABLE 30000 CATHOLIC SOCIAL SERVICES 1600 BAY STREET FALL RIVER MA 02724 NONE PC CHARITABLE 10000 CHARLES WERLY MEMORIAL SCHOLARSHIP (ITHACA COLLEGE) 953 DANBY ROAD ITHACA NY 14850 NONE PC CHARITABLE 25000 CRANBERRY HOSPICE 36 CORDAGE PARK CIRCLE 326 PLYMOUTH MA 02360 NONE PC CHARITABLE 20000 CROSSROADS FOR KIDS 742 KEENE STREET DUXBURY MA 02332 NONE PC CHARITABLE 45000 DUXBURY BAY MARITIME SCHOOL 31 MATTAKEESETT CT DUXBURY MA 02332 NONE PC CHARITABLE 20000 FOOD BANK OF EL DORADO 4550 BUSINESS DRIVE CAMERON PARK CA 95682 NONE PC CHARITABLE 10000 FRIENDS OF THE PUBLIC GARDEN AND COMMON 90 VERNON STREET BOSTON MA 02108 NONE PC CHARITABLE 20000 HABITAT FOR HUMANITY 28 RIVER STREET BRAINTREE MA 02184 NONE PC CHARITABLE 20000 HALE-BARNARD CORPORATION 273 CLARENDON STREET BOSTON MA 02116 NONE PC CHARITABLE 20000 HERITAGE MUSEUMS & GARDENS 67 GROVE STREET SANDWICH MA 02563 NONE PC EDUCATIONAL 55000 HISTORIC NEW ENGLAND 141 CAMBRIDGE STREET BOSTON MA 02114 NONE PC CHARITABLE 20000 LEND A HAND SOCIETY 175 FEDERAL STREET BOSTON MA 02110 NONE PC CHARITABLE 30000 LLOYD CENTER FOR THE ENVIRONMENT 430 POTOMSKA ROAD DARTMOUTH MA 02748 NONE PC CHARITABLE 20000 MASS GENERAL HOSPITAL 100 CHARLES RIVER PL STE 600 BOSTON MA 02114 NONE PC MEDICAL 25000 MASSACHUSETTS AUDUBON SOCIETY 208 SOUTH GREAT ROAD LINCOLN MA 01773 NONE PC CHARITABLE 20000 MUSEUM OF SCIENCE SCIENCE PARK BOSTON MA 02114 NONE PC CHARITABLE 20000 NEW ENGLAND AQUARIUM CENTRAL WHARF BOSTON MA 02110 NONE PC EDUCATIONAL 20000 OLD STURBRIDGE VILLAGE 1 OLD STURBRIDGE VILLAGE ROAD STURBRIDGE MA 01566 NONE PC CHARITABLE 55000 PINE STREET INN 444 HARRISON AVENUE BOSTON MA 02118 NONE PC CHARITABLE 30000 PLIMOTH PATUXET 137 WARREN AVE PLYMOUTH MA 02360 NONE PC CHARITABLE 20000 PROJECT PLACE 1145 WASHINGTON STREET BOSTON MA 02118 NONE PC CHARITABLE 30000 ROSIE'S PLACE 889 HARRISON AVENUE BOSTON MS 02118 NONE PC CHARITABLE 55000 SALEM FOOD BANK 27 CONGRESS STREET SALEM MA 01970 NONE PC CHARITABLE 20000 SHOALS MARINE LABORATORY 315 MARKET STREET PORTSMOUTH NH 03801 NONE PC CHARITABLE 20000 SMFA AT TUFTS 230 THE FENWAY BOSTON MA 02115 NONE PC CHARITABLE 20000 SOUTHCOAST HEALTH SYSTEMS 101 PAGE STREET NEW BEDFORD MA 02740 NONE PC CHARITABLE 20000 THE HOME FOR LITTLE WANDERERS 271 HUNTINGTON AVENUE BOSTON MA 02115 NONE PC CHARITABLE 20000 THE MCLEAN FUND MCLEAN HOSPITAL 115 MILL STREET BELMONT MA 02478 NONE PC CHARITABLE 20000 THE RED SOX FOUNDATION 4 JERSEY STREET BOSTON MA 02215 NONE PC CHARITABLE 75000 THE WOMEN'S CENTER 231 HARVARD ST CAMBRIDGE MA 02139 NONE PC CHARITABLE 30000 THE WOMEN'S LUNCH PLACE 67 NEWBURY STREET BOSTON MA 02116 NONE PC CHARITABLE 20000 TILL 20 EASTBROOK ROAD 201 DEDHAM MA 02026 NONE PC CHARITABLE 20000 TRUSTEES OF THE RESERVATIONS 572 ESSEX STREET BEVERLY MA 01915 NONE PC CHARITABLE 55000 UMDFWERLY SCHOLARSHIP 285 OLD WESTPORT RD DARTMOUTH MA 02747 NONE PC CHARITABLE 40000 WGBH 125 WESTERN AVENUE BOSTON MA 02134 NONE PC CHARITABLE 20000 1105000 0 14 113809 14 384071 14 51415 18 541152 0 1090447 0 1090447 0 0 0 0 0 0 0 0 0 0 TAX PREP 7500 3750 3750 CORP BONDS- PUBLICLY TRADED 5172987 4865485 CORP STOCKS-PUBLICLY TRADED 11470811 17749232 REIT-PUBLICLY TRADED 2462127 2354702 BOOK TAX DIFFERENCES 53392 ADMINISTRATION FEES 19157 19157 0 MASS PC FILLING FEE 250 0 250 ADR FEES 210 210 0 BANK FEES 25 0 25 NONDIVIDEND DISTRIBUTION - AMERIPRISE 48060 0 48060 UNRECAPTURED 1250 GAIN 1305 1305 1305 LIQUIDATING DISTRIBUTIONS 2050 0 2050 INVESTMENT ADVISOR FEES 184665 184665 0 FEDERAL ESTIMATED TAXES 9003 0 0 FOREIGN TAXES 16420 16420 0