2024-05-07T04:32:27-00:00 2023-12-31 205482203 McCabe Tax Consulting 52 Summit Road Belmont MA 02478 990PF 2023-01-01 043031308 THE JENNIE & SAMUEL J COSTA EDUCATION FUND % RICHARD GATTINE JENN 7818490570 RICHARD GATTINE- 80 STERLING ST BRAINTREE MA 02184 RICHARD GATTINE TRUSTEE 7818490570 2024-05-07 true RICHARD GATTINE true Joanne McCabe P00385908 7813691670 2024-05-07 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 611475 X 7918 7918 58976 145077 58976 66894 66894 3500 1750 1750 22237 11118 11119 8363 1382 6981 4731 2366 2365 70 70 84 58 38985 16616 22343 20000 20000 58985 16616 42343 7909 50278 20090 453 453 15727 7196 7196 281323 317001 603826 317140 324650 611475 0 X 317140 324650 317140 324650 317140 324650 317140 7909 400 325449 799 324650 STIFEL, NICOLAUS NOMINEE P 2001-01-01 2023-12-31 105837 85626 25945 25945 STIFEL, NICOLAUS NOMINEE P 2001-01-01 2023-12-31 39240 6209 33031 33031 58976 699 699 699 13 712 false false false false false false false true MA true false false false false true false false false false false false false false false false false false false false false false false false false false false RICHARD GATTINE 80 STERLING ST BRAINTREE MA 02184 TRUSTEE 000.50 3500 NONE NONE SCHOLARSHIPS PAID DIRECTLY TO COLLEGES ON BEHALF OF STUDENTS 20000 N/A 526724 21733 0 548457 548457 8227 540230 27012 27012 699 699 26313 26313 26313 42343 42343 26313 23044 42343 23044 19299 7014 X MASSACHUSETTS BAY COMM COLLEGE-ALFR 50 OAKLAND ST WELLESLEY MA 02481 NONE PC EDUCATION 2000 UNIVERSITY OF AMHERST- JESSICA ARIS 181 PRESIDENTS WAY AMHERST MA 01003 NONE PC EDUCATION 2000 BOSTON COLLEGE- PAUL LEONELLI 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 NONE PC EDUCATION 2000 BENTLEY UNIVERSITY- NICOLA SCOLARO 175 FOREST ST WALTHAM MA 02452 NONE PC EDUCATION 2000 UNIVERSITY OF CONNECTICUT- DAVID VI 2131 HILLSIDE RD STORRS CT 06269 NONE PC EDUCATION 2000 TUFTS UNIVERSITY- TYLER CHIASSON 419 BOSTON AVE MEDFORD MA 02155 NONE PC EDUCATION 2000 FRAMINGHAM STATE UNIVERSITY- WILLIA 100 STATE ST FRAMINGHAM MA 01701 NONE PC EDUCATION 2000 HARVARD UNIVERSITY- ELIZA ZANGARI-S 1350 MASSACHUSETTS AVE CAMBRIDGE MA 02138 NONE PC EDUCATION 2000 BENTLEY UNIVERSITY- TRENT FUCCI 175 FOREST ST WALTHAM MA 02452 NONE PC EDUCATION 2000 MIDDLESEX COMMUNITY COLLEGE- 591 SPRINGS ST BEDFORD MA 01730 NONE PC EDUCATION 2000 20000 14 7918 18 58976 66894 66894 false false false false false false false false false false SARITA BEEBE- BOOKKEEPING 2763 1382 1381 MCCABE TAX CONSULTING 5600 5600 175 shares of ALIBABA GROUP HOLDING 23007 13564 300 shares of ALPHABET 11272 41907 300 shares of AMAZON 11715 45582 300 shares of BANK OF AMERICA 5556 10101 200 shares of BLACKSTONE GROUP 4715 26184 500 shares of CVS HEALTH 28240 39480 80 shares of CATERPILLAR 1045 23654 550 shares of CITIGROUP 30687 28292 100 shares of META PLATFORMS 11019 35396 100 shares of JP MORGAN CHASE 6172 17010 225 shares of MICROSOFT 8925 84609 100 shares of PIONEER NATURAL RESOURCES 14395 22488 150 shares of SALESFORCE 25720 39471 50 shares of VERTEX PHARMACEUTICALS 7634 20344 100 shares of ANALOG DEVICES 11197 19856 200 shares of APOLLO GLOBAL MANAGEMENT 9193 18638 300 shares of MICRON TECHNOLOGY 22855 25602 125 shares of AUTODESK 27595 30435 300 shares of COMCAST 11431 13155 250 shares of EASTMAN CHEMICAL 21564 22455 200 shares of US BANK 7945 8656 300 shares of VCI PROPERTIES 8535 9564 150 shares of WELLS FARGO 6584 7383 LEGAL FEES 22237 11118 11119 IRS- 2021 BALANCE DUE 590 IRS- 2022 BALANCE DUE 209 BANK SERVICE FEES 36 36 NEW CHECKS 24 ADR FEES 2 POSTAGE 22 22 NON-DIVIDEND DISTRIBUTIONS 400 INVESTMENT MANAGEMENT FEES 4731 2366 2365 COMMONWEALTH OF MA FILING FEE- 2022 35 35 COMMONWEALTH OF MA FILING FEE- 2021 35 35