2024-04-27T13:24:45-07:00 2023-12-31 010801388 JAMES LAWSON 32 MILLWOOD CIR NORWELL MA 02061 990PF 2023-01-01 043543158 THE SCARBRO FAMILY FOUNDATION SCAR 9783710108 26 LEDGEWAYS CARLISLE MA 01741 H DAVID SCARBRO TRUSTEE 9783710108 2024-03-26 true H DAVID SCARBRO XXX-XX-XXXX true JAMES D LAWSON P00966546 7818787348 2024-04-27 X 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 140415 X X 2775 2775 2363 58254 2363 0 0 0 5138 5138 0 0 3500 2100 1400 675 337 338 157 157 0 35 35 4367 2437 1930 46000 46000 50367 2437 47930 -45229 2701 0 0 1868 1868 0 0 182187 133939 138547 0 0 0 0 0 0 182187 135807 140415 1151 0 0 0 0 1151 0 X 181036 135807 181036 135807 182187 135807 181036 -45229 135807 135807 CHARLES SCHWAB - CAPITAL GAIN DIVIDENDS P 2020-03-02 2023-12-31 3755 0 0 3755 0 0 0 3755 29 SHS AMERICAN CENTURY EQUITY P 2023-02-01 2023-10-02 245 0 253 -8 0 0 0 -8 663 SHS ALLSPRING OPPORTUNITY A P 2017-12-13 2023-11-29 28700 0 28680 20 0 0 0 20 320 SHS AMERICAN CENTURY EQUITY P 2018-03-03 2023-10-02 2689 0 2786 -97 0 0 0 -97 51 SHS VANGUARD HEALTH CARE P 2018-04-01 2023-10-02 10410 0 10381 29 0 0 0 29 546 SHS JANUS HENDERSON FLEXIBLE BOND P 2009-07-31 2023-11-29 5000 0 5739 -739 0 0 0 -739 747 SHS VANGUARD ST INVESTMENT P 2003-02-13 2023-06-02 7455 0 8052 -597 0 0 0 -597 2363 -8 38 0 38 0 38 0 38 0 false false false false false false false false true MA true false false false false true N/A H DAVID SCARBRO 9783717190 26 LEDGEWAYS CARLISLE MA 01741 false false false false false false false false false false false false false false false false false false false false H DAVID SCARBRO 26 LEDGEWAYS CARLISLE MA 01741 TRUSTEE 2.00 0 0 0 LAURA K SCARBRO 26 LEDGEWAYS CARLISLE MA 01741 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 161844 1140 0 162984 0 162984 2445 160539 8027 8027 38 38 7989 7989 7989 47930 47930 7989 26016 32176 52410 29689 54958 195249 47930 0 47930 243179 0 0 0 7989 26016 217163 32176 52410 29689 54958 47930 NONE NONE X WBUR 890 COMMONWEALTH AVE BOSTON MA 02215 PUBLICCHARITY GENERAL 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MA 02451 PUBLICCHARITY GENERAL FUND 100 WIKIMEDIA FOUNDATION 1 MONTGOMERY ST SAN FRANCISO CA 94104 PUBLICCHARITY GENERAL FUND 1000 LEAGUE OF AMERICAN BICYCLISTS 1612 K STREET WASHINGTON DC 20006 PUBLICCHARITY GENERAL FUND 200 EAST COAST GREENWAY 5826 FAYETTEVILLE RD DURHAM NC 27713 PUBLICCHARITY GENERAL FUND 100 CARLISLE CONSERVATION FOUNDATION PO BOX 300 CARLISLE MA 01741 PUBLICCHARITY GENERAL FUND 1000 JDRF 21 SANDY LANE BRISTOL RI 02809 PUBLICCHARITY GENERAL FUND 1000 AMERICAN CANCER ASSOCIATION 1324 BELMONT STREET BROCKTON MA 02301 PUBLICCHARITY GENERAL FUND 100 MUSEUM OF SCIENCE 1 SCIENCE PARK BOSTON MA 02114 PUBLICCHARITY GENERAL FUND 100 ANDREW JAMES LAWSON FOUNDATION 32 MILLWOOD CIRCLE NORWELL MA 02061 PUBLICCHARITY GENERAL FUND 5000 MUSEUM OF FINE ARTS HUNTINGTON AVE BOSTON MA 02110 PUBLICCHARITY GENERAL FUND 100 FRIENDS OF BRUCE FREEMAN TRAIL 900 CHEMSFORD ST LOWELL MA 01851 PUBLICCHARITY GENERAL FUND 500 AMERICAN HEART ASSOCIATION HUNTINGTON AVE BOSTON MA 02110 PUBLICCHARITY GENERAL FUND 100 USC FOUNDATION STATE STREET BOSTON MA 02110 PUBLICCHARITY GENERAL FUND 100 46000 14 2775 14 2363 5138 5138 1 THE FOUNDATION WILL DISTRIBUTE ALL INCOME TO VARIOUS 2 QUALIFIED CHARITABLE ORGANIZATIONS AS SELECTED BY 3 THE TRUSTEES. false false false false false false false false false false HERITAGE FINANCIAL NETWORK TAX AND ACCOUNTING 3500 2100 1400 CHARLES SCHWAB - CAPITAL GAIN DIVIDENDS 2020-03 Purchased 2023-12 3755 0 3755 29 SHARES AMERICAN CENTURY 2023-02 Purchased 2023-10 245 253 -8 663 SHARES ALLSPRING OPPORTUNITY 2017-12 Purchased 2023-11 28700 28680 20 320 SHARES AMERICAN CENTURY EQUITY INCOME 2018-03 Purchased 2023-10 2689 2786 -97 51 SHARES VANGUARD HEALTH CARE 2018-04 Purchased 2023-11 10410 10381 29 747 VANGUARD SHORT-TERM INVESTMENTS 2003-02 Purchased 2023-06 7455 8052 -597 546 JANUS HENDERSON FLEXIBLE BOND FUND 2009-07 Purchased 2023-11 5000 5739 -739 334.957 SHS DODGE & COX BALANCE 29769 33908 904.39 SHS ALLSPRING OPPORTUNITY FUND 40034 43338 90.682 SHS VANGUARD HEALTHCARE FUND 18942 18963 1572.99 SHS JANUS FLEXIBLE BOND FUND 16484 14865 2685.552 SHS VANGUARD SHORT-TERM CORPORATE 28710 27473 MASS FILING FEE 35 35 HERITAGE FINANCIAL NETWORK INVESTMENT MANAGEMENT 675 337 338 FEDERAL EXCISE TAX 157 157