2024-11-13T15:22:27-06:00 2023-12-31 331197384 ANDERSEN TAX LLC 125 HIGH STREET 16TH FLOOR BOSTON MA 02110 990PF 2023-01-01 387082936 THE LINDA HAMMETT ORY & ANDREW ORY CHARITABLE TRUST LIND 7812591596 PO BOX 458 LINCOLN MA 01773 LINDA G HAMMETT ORY TRUSTEE 7812591596 2024-11-11 1 0 DANIEL VEILLETTE P00838213 6172928400 2024-11-04 2023 2024-10-15 13:58:12Z X 4019474 X X 26535 13382 103912 101401 3977463 17885372 4456035 4107910 4570818 0 0 0 14600 7300 7300 40368 38733 1635 4897 4827 70 59865 50860 9005 5894066 5894066 5953931 50860 5903071 -1846021 4519958 240848 47469 47469 1038 5506317 3632968 3972005 121193 0 0 5869396 3680437 4019474 118840 0 118840 X 0 0 0 0 5869396 3561597 5869396 3561597 5869396 3680437 5869396 -1846021 0 4023375 461778 3561597 PUBLICLY TRADED SECURITIES P 16803260 13299846 3503414 3503414 PUBLICLY TRADED SECURITIES DONATED D 1082112 129491 952621 952621 4456035 62827 0 62827 0 62827 49937 0 50000 0 99937 0 37110 37110 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A RON JACOBS CO BEECHTREE ADVISORS 7812590070 PO BOX 458 LINCOLN MA 01773 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LINDA G HAMMETT ORY PO BOX 6358 LINCOLN MA 01773 TRUSTEE 0.25 0 0 0 ANDREW D ORY PO BOX 6358 LINCOLN MA 01773 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 8478175 206649 0 8684824 0 0 8684824 130272 8554552 427728 427728 62827 62827 364901 0 364901 0 364901 5903071 0 5903071 364901 0 0 2261792 1777063 1986629 4004787 4793552 14823823 5903071 0 0 0 364901 5538170 0 0 20361993 0 0 0 0 0 0 2261792 18100201 1777063 1986629 4004787 4793552 5538170 X AMERICAN CANCER SOCIETY 3 SPEEN ST FRAMINGHAM MA 01701 N/A PC GENERAL 250 AMERICAN REPERTORY THEATER 64 BRATTLE ST CAMBRIDGE MA 02114 N/A PC GENERAL 322 AMERICAN REPERTORY THEATER 64 BRATTLE ST CAMBRIDGE MA 02114 N/A PC GENERAL 25000 AMERICAN REPERTORY THEATER 64 BRATTLE ST CAMBRIDGE MA 02114 N/A PC GENERAL 200000 AMERICAN REPERTORY THEATER 64 BRATTLE ST CAMBRIDGE MA 02114 N/A PC GENERAL 8350 AMERICAN REPERTORY THEATER 64 BRATTLE ST CAMBRIDGE MA 02114 N/A PC GENERAL 5000 AMERICAN REPERTORY THEATER 64 BRATTLE ST CAMBRIDGE MA 02114 N/A PC GENERAL 2500 ARNOLD ARBORETUM 125 ARBORWAY BOSTON MA 02130 N/A PC GENERAL 25000 ARNOLD ARBORETUM 125 ARBORWAY BOSTON MA 02130 N/A PC GENERAL 1000 BERKLEE COLLEGE OF MUSIC 1140 BOYLSTON STREET BOSTON MA 02215 N/A PC GENERAL 500 BIG SISTER ASSOCIATON OF GREATER BOSTON 20 PARK PLAZA 1420 BOSTON MA 02116 N/A PC GENERAL 500 BOSTON BALLET 19 CLARENDON ST BOSTON MA 02116 N/A PC GENERAL 500 BOSTON CHILDREN'S HOSPITAL 300 LONFWOOD AVE BOSTON MA 02116 N/A PC GENERAL 1000 BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM 444 HARRISON AVE BOSTON MA 02118 N/A PC GENERAL 1000 BREAKTIME UNITED INC 170 PORTLAND ST BOSTON MA 02114 N/A PC GENERAL 100000 CONCORD ACADEMY 166 MAIN ST CONCORD MA 01742 N/A PC GENERAL 50000 CONCORD ACADEMY 166 MAIN ST CONCORD MA 01742 N/A PC GENERAL 14061 CONCORD ACADEMY 166 MAIN ST CONCORD MA 01742 N/A PC GENERAL 400000 CONCORD ART ASSOCIATION 37 LEXINGTON RD CONCORD MA 01742 N/A PC GENERAL 1000 CONCORD MUSEUM 200 LEXINGTON RD CONCORD MA 01742 N/A PC GENERAL 1000 DECORDOVA SCULPTURE PARK & MUSEUM 51 SANDY POND RD LINCOLN MA 01773 N/A PC GENERAL 250000 DECORDOVA SCULPTURE PARK & MUSEUM 51 SANDY POND RD LINCOLN MA 01773 N/A PC GENERAL 23750 DECORDOVA SCULPTURE PARK & MUSEUM 51 SANDY POND RD LINCOLN MA 01773 N/A PC GENERAL 5000 DECORDOVA SCULPTURE PARK & MUSEUM 51 SANDY POND RD LINCOLN MA 01773 N/A PC GENERAL 20000 EMERSON HEALTH FOUNDATION 133 OLD ROAD TO NINE ACRE CORNER CONCORD MA 01742 N/A PC GENERAL 1000 FENN SCHOOL 516 MONUMENT ST CONCORD MA 01742 N/A PC GENERAL 5000 FOOD PROJECT 555 DUDLEY ST DORCHESTER MA 02125 N/A PC GENERAL 500 FOUNDATION OF MASS EYE AND EAR INC 243 CHARLES ST BOSTON MA 02114 N/A PC GENERAL 1000 GAINING GROUND 341 VIRGINIA RD CONCORD MA 01742 N/A PC GENERAL 500 GATEWAY ARTSVINFEN 62 HARVARD ST BROOKLINE MA 02445 N/A PC GENERAL 9000 GIRL SCOUTS OF EASTERN MASSACHUSETTS 111 E GROVE ST MIDDLEBOROUGH MA 02346 N/A PC GENERAL 50000 GIRL SCOUTS OF EASTERN MASSACHUSETTS 111 E GROVE ST MIDDLEBOROUGH MA 02346 N/A PC GENERAL 1000 GIRLS INC OF LYNN 50 HIGH ST LYNN MA 01901 N/A PC GENERAL 500 GODDARD HOUSE 165 CHESTNUT ST BROOKLINE MA 02445 N/A PC GENERAL 5000 HABITAT FOR HUMANITY YORK COUNTY 123 YORK ST KENNEBUNK ME 04043 N/A PC GENERAL 200 HARVARD GRADUATE SCHOOL OF EDUCATION APPIAN WAY CAMBRIDGE MA 02138 N/A PC GENERAL 2000000 HARVARD GRADUATE SCHOOL OF EDUCATION APPIAN WAY CAMBRIDGE MA 02138 N/A PC GENERAL 200000 HARVARD UNIVERSITY (PRESIDENTS AND FELLOWS OF HARVARD COLLEGE) 1563 MASSACHUSETTS AVE CAMBRIDGE MA 02138 N/A PC GENERAL 1359293 HOUSEHOLD GOODS INC 530 MAIN STREET ACTON MA 01720 N/A PC GENERAL 5000 INTERSECTION FOR THE ARTS 1446 MARKET ST SAN FRANCISCO CA 94102 N/A PC GENERAL 5000 JEANNETTE RANKIN FOUNDATION 1 HUNTINGTON ROAD STE 701 ATHENS GA 30606 N/A PC GENERAL 1000 KENNEBUNKPORT CONSERVATION TRUST 57 GRAVELLY BROOK RD BOSTON MA 02130 N/A PC GENERAL 1000 KENNEBUNKPORT EMERGENCY MEDICAL SERVICES 57 GRAVELLY BROOK RD KENNEBUNKPORT ME 04046 N/A PC GENERAL 500 KENNEBUNKPORT HERITAGE HOUSING TRUST PO BOX 333 KENNEBUNKPORT ME 04046 N/A PC GENERAL 2500 KEREM SHALOM 659 ELM ST CONCORD MA 01742 N/A PC GENERAL 540 LINCOLN LAND CONSERVATION TRUST 51 SANDY POND RD LINCOLN MA 02138 N/A PC GENERAL 250 LINCOLN MMC 6 BATTLEFIELD ROAD LINCOLN MA 01773 N/A PC GENERAL 250 LINCOLN NURSERY SCHOOL 51 SANDY POND ROAD LINCOLN MA 01773 N/A PC GENERAL 1000 LINCOLN SCHOLARSHIP COMMITTEE PO BOX 6283 LINCOLN MA 01773 N/A PC GENERAL 500 LINCOLN SCHOOL FOUNDATION PO BOX 256 LINCOLN MA 01773 N/A PC GENERAL 300 LIVING CITY PROJECT INC 1040 6TH AVE NEW YORK NY 10018 N/A PC GENERAL 2500 LOUIS T GRAVES MEMORIAL PUBLIC LIBRARY 18 MAINE ST KENNEBUNKPORT ME 04046 N/A PC GENERAL 200 MACULAR DEGENERATION RESEARCH PO BOX 515 NORTHHAMPTON MA 01061 N/A PC GENERAL 1000 MHSA (MASSACHUSETTS HOUSING & SHELTER ALLIANCE) 7 BULFINCH PL 201 BOSTON MA 02114 N/A PC GENERAL 500 MIDDLESEX SCHOOL 1400 LOWELL RD CONCORD MA 01742 N/A PC GENERAL 5000 MMAHS (MINUTEMAN ARC) 35 FOREST RIDGE RD CONCORD MA 01742 N/A PC GENERAL 5000 NEW ENGLAND DEACONESS ASSOCIATION 80 DEACONESS RD CONCORD MA 01742 N/A PC GENERAL 1000 NORTHEAST ARC 35 FOREST RIDGE RD CONCORD MA 01742 N/A PC GENERAL 5000 PINE STREET INN 444 HARRISON AVE BOSTON MA 02118 N/A PC GENERAL 1000 PRESIDENT AND FELLOWS OF HARVARD COLLEGE (HARVARD UNIVERSITY) MASSACHUSETTS HALL CAMBRIDGE MA 02138 N/A PC GENERAL 1000000 PROJECT GLIMMER 269 STRATFORD DRIVE SAN FRANCISCO CA 94132 N/A PC GENERAL 2500 RADCLIFFE INSTITUTE 10 GARDEN STREET CAMBRIDGE ME 02138 N/A PC GENERAL 1000 RAW ART WORKS 37 CENTRAL SQUARE LYNN MA 01901 N/A PC GENERAL 5000 RENFREW CENTER FOUNDATION 475 SPRING LN PHILADELPHIA PA 19128 N/A PC GENERAL 500 REYNOLDS CENTER TLC 353 NEWBURY ST BOSTON MA 02115 N/A PC GENERAL 50000 ROSIE'S PLACE 889 HARRISON AVE BOSTON MA 02118 N/A PC GENERAL 250 UMBRELLA 40 STOW ST CONCORD MA 01742 N/A PC GENERAL 200 US-MEXICO FOUNDATION 136 MADISON AVE NEW YORK NY 10016 N/A PC GENERAL 10000 WBUR 890 COMMONWEALTH AVENUE BOSTON MA 02215 N/A PC GENERAL 1500 WELCOME HOME PO BOX 590351 NEWTON CENTRE MA 02459 N/A PC GENERAL 1000 WGBH EDUCATIONAL FOUNDATION 1 GUEST ST BOSTON MA 02135 N/A PC GENERAL 3000 WILLIAM JAMES COLLEGE 1 WELLS AVE NEWTON MA 02459 N/A PC GENERAL 1000 WORCESTER JCC (JEWISH COMMUNITY CENTER) 633 SALISBURY ST WORCESTER MA 01609 N/A PC GENERAL 300 WOUNDED WARRIOR PROJECT 101 MERRIMAX ST STE 250 BOSTON MA 02114 N/A PC GENERAL 250 GEORGE MARK CHILDREN'S FUND 27 SOUTH PARK DRIVE SAN FRANCISCO CA 94107 N/A PC GENERAL 500 BERKSHIRES RETREAT 27 SOUTH PARK DRIVE SAN FRANCISCO CA 94107 N/A PC GENERAL 4300 FOUNDERS CIRCLE 27 SOUTH PARK DRIVE SAN FRANCISCO CA 94107 N/A PC GENERAL 5000 5894066 0 14 26535 14 103912 18 3977463 0 4107910 0 4107910 0 0 0 0 0 0 0 0 0 0 ANDERSEN TAX, LLC PREP FEES 14600 7300 7300 FIDELITY STOCKS 3632968 3972005 PRIOR PERIOD CORRECTION 461778 INVESTMENT FEES 36954 36954 0 BEECHTREE PROFESSIONAL SERVICES 3270 1635 1635 CAMBRIDGE FEES 144 144 0 FOREIGN TAXES 4827 4827 0 MA FILING FEE 70 0 70