2024-11-07T16:44:22-06:00 2023-12-31 042106505 NUTTER MCCLENNEN & FISH LLP SEAPORT WEST 155 SEAPORT BLVD BOSTON MA 022102604 990PF 2023-01-01 043557888 FELICIA M DELORENZO SCHOLARSHIP FOUNDATION INC #0741869 FELI 6174392276 NUTTER MCCLENNEN FISH LLP POB 514 BOSTON MA 02205 JULIA SATTI COSENTINO TREASURER 6174392276 2024-11-07 1 1 P00567473 6174392503 2023 2024-10-15 13:58:12Z X 7672143 X X 36354 36354 117046 117046 538102 1531018 543478 691502 696878 40500 26325 14175 139793 90865 48928 6000 3900 2100 48186 31321 16865 1370 1370 0 10715 0 10715 246564 153781 92783 338767 338767 585331 153781 431550 106171 543097 3777 5000 5000 776450 809469 809469 149754 596789 597539 3030420 2705330 6062738 250080 200064 197397 4210481 4316652 7672143 0 0 X 0 0 0 0 4210481 4316652 4210481 4316652 4210481 4316652 4210481 106171 0 4316652 0 4316652 4638 DOUBLELINE TOTAL RETURN BOND FUND P 2020-07-30 2023-09-27 39052 50090 -11038 -11038 4541.326 DOUBLELINE TOTAL RETURN FUND P 2020-03-06 2023-09-27 38238 50000 -11762 -11762 500 SHELL PLC P 2019-12-20 2023-04-25 30290 29140 1150 1150 400 APPLE INC P 2015-05-05 2023-04-25 65616 12637 52979 52979 1000 MCCORMICK & COMPANY INC P 2020-12-29 2023-04-25 85769 94926 -9157 -9157 1500 PFIZER INC P 2009-05-05 2023-04-25 59070 20374 38696 38696 1500 PFIZER INC P 2008-10-28 2023-04-25 59070 23852 35218 35218 150 ISHARES RUSSELL 2000 ETF P 2009-06-30 2023-04-25 25995 7670 18325 18325 40 ISHARES S&P MIDCAP 400 P 2009-12-18 2023-04-25 9787 2859 6928 6928 500 ISHARES S&P MIDCAP 400 P 2010-05-25 2023-04-25 122341 36343 85998 85998 1000 SPDR UTILITIES SECTOR P 2020-11-06 2023-04-25 69810 64119 5691 5691 70 BERKSHIRE HATHAWAY INC - CL B P 2020-11-06 2023-12-04 24946 14626 10320 10320 100 ALPHABET INC - CLASS C P 2008-12-09 2023-12-04 13009 766 12243 12243 200 JP MORGAN CHASE & CO P 2016-02-19 2023-12-04 31538 11568 19970 19970 1000 VERIZON COMMUNICATIONS P 2017-11-10 2023-04-05 40141 44927 -4786 -4786 700 VERIZON COMMUNICATIONS P 2015-08-24 2023-04-05 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22473 62677 62677 20 ISHARES RUSSELL 2000 P 2009-06-30 2023-10-13 3406 1023 2383 2383 1440 SPDR UTILITIES SECTOR P 2012-12-13 2023-10-13 85037 50976 34061 34061 120 SPDR UTILITIES SECTOR P 2013-03-27 2023-08-25 7655 4637 3018 3018 200 SPDR UTILITIES SECTOR P 2019-02-04 2023-08-25 12758 10908 1850 1850 60 SPDR UTILITIES SECTOR P 2012-12-13 2023-09-28 3545 2124 1421 1421 1000 SPDR UTILITIES SECTOR P 2013-06-20 2023-09-28 59090 36560 22530 22530 380 SPDR UTILITIES SECTOR P 2013-03-27 2023-09-28 22454 14683 7771 7771 543478 7549 0 7549 0 7549 4306 0 5500 0 9806 0 2257 2257 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN E FEDELE 17 WALPOLE STREET NORWOOD MA 02062 CLERK/DIRECTOR 3.00 20250 0 0 JOANN DELORENZO CRIMMINGS 32 PLYMOUTH ROAD NEEDHAM MA 02492 PRESIDENT/DIRECTOR 3.00 20250 0 0 JULIA SATTI COSENTINO 155 SEAPORT BOULEVARD BOSTON MA 02210 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