2024-05-08T11:12:13-05:00 2023-12-31 464043138 HENNESSEY TAX SERVICES LLC P O BOX 140 MANSFIELD MA 02048 990PF 2023-01-01 036075387 THE MCCARTHY FAMILY FOUNDATION MCCA 9786461140 25 MANDALAY DRIVE PEABODY MA 01960 ARTHUR MCCARTHY PRESIDENT 9786461140 2024-05-07 1 ARTHUR MCCARTHY 999009999 0 DAVID HENNESSEY P01085605 5083379266 2024-05-07 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2482879 X X 12685 12685 47894 47894 29307 226460 29307 89886 89886 0 0 0 4410 2205 2205 8852 4426 4426 263 263 0 15 15 0 13540 6909 6631 139255 139255 152795 6909 145886 -62909 82977 185548 108899 108899 769328 671234 1916358 323820 434332 424952 28753 28753 32670 1307449 1243218 2482879 0 0 X 0 0 0 0 1307449 1243218 1307449 1243218 1307449 1243218 1307449 -62909 0 1244540 1322 1243218 GENERAL ELECTRIC COMPANY P 2020-02-06 2023-09-15 25000 25000 0 0 MACYS INC P 2017-02-23 2023-05-05 7500 16429 -8929 -8929 MACYS INC P 2017-02-23 2023-10-18 5710 16429 -10719 -10719 MACYS INC P 2020-02-14 2023-10-18 5710 8354 -2644 -2644 PARAMOUNT GLOBAL CLASS B COMMON STOCK P 2021-06-09 2023-10-18 6170 21158 -14988 -14988 PARAMOUNT GLOBAL CLASS B COMMON STOCK P 2022-01-25 2023-10-18 3702 9665 -5963 -5963 UNITED STATES TREASURY NOTE P 2022-09-09 2023-10-31 75000 74455 545 545 GE HEALTHCARE TECHNOLOGIES INC P 2007-04-26 2023-01-03 19 59 -40 -40 TJX COMPANIES INC P 2010-09-15 2023-05-05 31056 4253 26803 26803 TJX COMPANIES INC P 2005-12-31 2023-10-18 9073 562 8511 8511 TJX COMPANIES INC P 2010-09-15 2023-10-18 36292 4253 32039 32039 3M COMPANY P 2010-09-15 2023-05-09 10057 8458 1599 1599 3M COMPANY P 2011-12-01 2023-05-09 10057 8078 1979 1979 CAPITAL GAINS DIVIDENDS P 1114 1114 1114 29307 1153 0 1153 0 1153 1080 0 0 0 1080 0 73 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 0 N/A RBC DAIN RAUSCHER 6177252000 ONE BEACON STREET 24TH FLOOR BOSTON MA 02108 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ARTHUR E MCCARTHY 25 MANDALAY DRIVE PEABODY MA 019604642 TRUSTEE 0.00 0 0 0 JOHN M MCCARTHY 4 BAILEY TERRACE PEABODY MA 019604642 TRUSTEE 0.00 0 0 0 DONNA M MCCARTHY 4704 DEERFIELD CIRCLE PEABODY MA 019604642 TRUSTEE 0.00 0 0 0 ARTHUR T MCCARTHY 43 LATHAM LANE READING MA 018671329 TRUSTEE 0.00 0 0 0 BRIAN E MCCARTHY 3 GREY LANE LYNNFIELD MA 019401239 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 1825447 105727 419680 2350854 0 0 2350854 35263 2315591 115780 115780 1153 1153 114627 0 114627 0 114627 145886 0 145886 114627 6477 0 0 145886 6477 0 0 114627 24782 0 0 24782 0 0 0 0 0 0 0 24782 24782 X CAMP HARBOR VIEW FOUNDATION 46 PLYMPTON STREET BOSTON MA 02118 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 30000 BETH ISRAEL LAHEY HEALTH 1 ESSEX CENTER DRIVE PEABODY MA 01960 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 5000 CATHOLIC CHARITIES OF BOSTON 275 W BROADWAY BOSTON MA 02127 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 1000 CITIZENS INN 81 MAIN STREET PEABODY MA 01960 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 2500 CITY OF PEABODY 24 LOWELL STREET PEABODY MA 01960 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 20000 FRANCIS OUIMET SCHOLARSHIP FUND 300 ARNOLD PALMER BLVD NORTON MA 02766 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 13000 LAHEY HOSPITAL & MEDICAL CENTER 1 ESSEX CENTER DRIVE PEABODY MA 01960 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 5050 MERRIMACK FUND 315 TURPIKE STREET NORTH ANDOVER MA 01845 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 2500 NORTHEAST ARC 6 SOUTHSIDE ROAD DANVERS MA 01923 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 7500 PATHWAYS FOR CHILDREN 29 EMERSON AVE GLOUCESTER MA 01930 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 10000 PEABODY ESSEX MUSEUM 161 ESSEX STREET SALEM MA 01970 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 2500 PEABODY INSTITUTE LIBRARY 82 MAIN STREET PEABODY MA 01960 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 10050 SALEM HOSPITAL 81 HIGHLAND AVE SALEM MA 01970 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 5000 ST JUDE CHILDREN'S HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 1530 ST ADELAIDE'S PARISH CHURCH 708 LOWELL STREET PEABODY MA 01960 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 15050 SOUTH SHORE HOSPITAL - GIVENGAIN 55 FOGG RD SOUTH WEYMOUTH MA 02190 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 525 MASS GENERAL DEVELOPMENT 55 FRUIT ST BOSTON MA 02114 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 500 MCCARTHY ELEMENTARY SCHOOL - PLAYGROUND 76 LAKE ST PEABODY MA 01960 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 5000 NORTH SHORE CHILDREN'S MUSEUM 10 MAIN STREET PEABODY MA 01960 PC PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION 2550 139255 0 01 12685 01 47894 01 1114 28193 0 61693 28193 89886 1 CAPITAL GAINS 0 0 0 0 0 0 0 0 0 0 FOUNDATION TAX PREPARATION 4410 2205 2205 CORPORATE BONDS 434332 424952 CORPORATE STOCK 630333 1880958 INTERNATIONAL EQUITIES 40901 35400 OTHER ASSETS AT COST 28753 32670 COST ADJUSTMENT 1322 ADR FEE 15 15 0 RBC DAIN RAUSCHER - INVESTMENT FEE 8852 4426 4426 2023 FEDERAL TAX ESTIMATE 263 263 0