2024-11-14T13:53:54-06:00 2023-12-31 475422543 Kenneth Freed & Company PC 400 W Cummings Park Suite 5850 Woburn MA 01801 990PF 2023-01-01 043322480 THE SANTAYANA FUND INC C/O STANTON & COMPANY SANT 7819331744 400 W CUMMINGS PK STE 5850 WOBURN MA 01801 PAM SOLO CLERK 7819331744 2024-11-14 1 0 Charles Hulbert Jr CPA P01253253 6174241100 2024-11-14 2023 2024-10-15 13:58:12Z X 90995 X 333972 8 8 8 3353 337325 311445 0 274 0 274 337607 311453 282 37000 0 0 37000 130408 0 0 130408 20089 0 0 18059 6335 634 0 5836 17127 0 0 12807 17160 0 0 17160 1013 0 0 1013 1650 0 0 1650 10722 0 0 8252 241504 634 0 232185 104000 104000 345504 634 0 336185 -7897 310819 282 10669 13778 13778 34157 16833 16833 51587 60384 60384 7352 7352 96413 90995 90995 32161 34640 32161 34640 X 64252 56355 64252 56355 96413 90995 64252 -7897 0 56355 0 56355 SALES OF PUBLICLY TRADED SECURITES D 337325 25880 311445 311445 311445 0 4320 0 4320 0 4320 6795 0 5000 0 11795 X 0 7475 7475 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 1 0 0 0 1 N/A PAM SOLO CO STANTON & CO 7819331744 400 W CUMMINGS PK STE 5850 WOBURN MA 01801 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SALLY S LUTZ C/O STANTON COMPANY 400 W CUMMINGS PK STE 5850 WOBURN MA 01801 PRESIDENT & DIRECTOR 1.00 0 0 0 IAN R LUTZ C/O STANTON COMPANY 400 W CUMMINGS PK STE 5850 WOBURN MA 01801 TREASURER & DIRECTOR 1.00 0 0 0 PAM SOLO C/O STANTON COMPANY 400 W CUMMINGS PK STE 5850 WOBURN MA 01801 CLERK & EXECUTIVE DIRECTOR 10.00 37000 4440 0 JENNIFER LUTZ C/O STANTON COMPANY 400 W CUMMINGS PK STE 5850 WOBURN MA 01801 DIRECTOR 1.00 0 0 0 CHRISTOPHER H LUTZ C/O STANTON COMPANY 400 W CUMMINGS PK STE 5850 WOBURN MA 01801 DIRECTOR 1.00 0 0 0 ELISABETH NICHOLSON 101 COVE VIEW ROAD WELLFLEET MA 02667 EMPLOYEE 40.00 130408 19343 0 0 NONE 0 PLUMSOCK MESOAMERICAN STUDIES DIVISION, PROMOTES & PUBLISHES SCHOLARLY RESEARCH, INCLUDING A SPANISH LANGUAGE JOURNAL, THE MESOAMERICAN; AND SEVERAL MONOGRAPHS ON SOUTHERN MESOAMERICA AND THE CENTRAL AMERICAN REGION 336185 0 8235 73038 60385 141658 0 0 141658 2125 139533 6977 X 336185 0 336185 1996-10-21 X 282 7 5 155 449 240 6 4 132 382 336185 330920 260071 392307 1319483 104000 102000 40000 164000 410000 232185 228920 220071 228307 909483 0 0 4651 4525 2719 2441 14336 0 0 0 0 SALLY S LUTZ CHRISTOPHER H LUTZ X CIVIL SOCIETY INSTITUTE INC CO STANTON & COMPANY 400 W CUMMINGS PK STE 5850 WOBURN MA 01801 N/A 501(C)(3) PUBLIC CHA GENERAL OPERATIONS 104000 104000 0 14 8 18 3353 OTHER INCOME 01 274 0 3635 0 3635 0 0 0 0 0 0 0 0 0 0 X X 1 CHRISTOPHER AND SALLY LUTZ 1770 MASSACHUSETTS AVENUE PMB 257 CAMBRIDGE MA 02140 66783 X 2 CHRISTOPHER AND SALLY LUTZ 1770 MASSACHUSETTS AVENUE PMB 257 CAMBRIDGE MA 02140 65269 X 3 CHRISTOPHER AND SALLY LUTZ 1770 MASSACHUSETTS AVENUE PMB 257 CAMBRIDGE MA 02140 136242 X 4 CHRISTOPHER AND SALLY LUTZ 1770 MASSACHUSETTS AVENUE PMB 257 CAMBRIDGE MA 02140 65678 X 1 280 SHS MICROSFOFT CORP 66783 2023-01-12 2 226 SHS MICROSOFT CORP 65269 2023-04-17 3 391 SHS MICROSOFT CORP 136242 2023-07-17 4 200 SHS MICROSOFT CORP 65678 2023-10-10 KENNETH FREED & COMPANY (ACCOUNTING & TAX) 4450 445 0 3755 KATHY SCHELLONG (BOOKKEEPING) 860 86 0 774 STANTON & COMPANY (BOOKKEEPING) 1025 103 0 1307 OFFICE EXPENSE 5395 0 0 5030 POSTAGE & DELIVERY 307 0 0 307 FILING FEES 144 0 0 144 CONSULTING 4843 0 0 2771 PENALTIES 33 0 0 0 OTHER INCOME 274 274 PAYROLL TAXES 12807 0 0 12807 FEDERAL EXCISE TAX 4320 0 0 0