2024-08-27T12:54:27-05:00 2023-12-31 041894190 Taylor Ganson & Perrin LLP 160 Federal St 20th floor Boston MA 02110 990PF 2023-01-01 846733106 John P Battista Foundation JOHN 7814058402 1094 Liberty Street Braintree MA 02184 John P Battista Trustee 7814058402 2024-08-27 1 0 Edward R Martin P00449787 6179512777 2023 2024-08-08 14:25:15Z X 601951 X X 1 1 1 13907 13907 13907 -16910 136251 0 375 375 375 -2627 14283 14283 0 0 0 0 3638 0 0 0 5762 0 0 0 9400 0 0 0 28900 28900 38300 0 0 28900 -40927 14283 14283 6542 3653 3653 375300 373817 468055 155198 127264 130243 537040 504734 601951 0 0 X 1917 10538 0 0 535123 494196 537040 504734 537040 504734 537040 -40927 8621 504734 0 504734 29 shs Apple Inc. P 2021-01-22 2023-07-25 5629 4048 1581 1581 1,177.00 shs Citizens Financial Group Inc. P 2022-04-04 2023-05-04 32539 49151 -16612 -16612 100 shs Crown Castle Inc. P 2021-10-19 2023-07-25 11092 15754 -4662 -4662 1,206.147 shs Loomis Sayles Invest Grade BD P 2022-05-31 2023-12-07 11645 12303 -658 -658 3,123.033 shs Lord Abbett SHT Duration Inc P 2022-09-13 2023-12-07 11915 12149 -234 -234 40 shs Procter & Gamble P 2021-01-22 2023-12-07 5866 5210 656 656 20 shs Salesforce Inc. P 2022-05-31 2023-12-01 5219 3275 1944 1944 45 shs Visa Inc CL A P 2021-11-29 2023-10-04 10404 9104 1300 1300 1 sh Apple Inc P 2022-09-28 2023-07-25 194 150 44 44 7 shs Crown Castle P 2022-12-14 2023-07-25 776 985 -209 -209 1,881.105 shs Loomis Sayles Invst Grade P 2022-05-31 2023-04-04 18717 19187 -470 -470 3,856.799 shs Lord Abbett SHT Duration P 2022-09-13 2023-06-27 14758 15003 -245 -245 40 shs Salesforce Inc P 2022-05-31 2023-03-02 7497 6842 655 655 -16910 -225 199 0 199 0 199 0 0 199 0 199 0 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A John P Battista 7814058402 1094 Liberty Street Braintree MA 02184 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 John P Battista 1094 Liberty Street Braintree MA 02185 Trustee 2.00 0 0 0 Mary Battista 1094 Liberty Street Braintree MA 02185 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 569605 7336 0 576941 0 0 576941 8654 568287 28414 28414 199 199 28215 0 28215 0 28215 28900 0 28900 28215 7119 0 0 28900 7119 0 0 21781 0 0 0 0 0 0 0 0 6434 0 0 0 X Alzheimer's Association PO Box 1950 Clarksburg MD 20871 none Charitable For General use 200 Animal Rescue League 55 Annas Place Dedham MA 02026 none Charitable For General use 200 Boston Rescue Mission 39 Kingston St Boston MA 02111 none Charitable For General use 200 Dana FarberJimmy Fund 10 Brookline Place Brookline MA 02445 none Charitable For General use 200 Greater Boston Food Bank 70 South Bay Avenue Boston MA 02118 none Charitable For General use 200 Massachusetts General Hospital PO Box 55242 Boston MA 02205 none Charitable For General use 6100 Morgan Memorial 1010 Harrison Avenue Boston MA 02119 none Charitable For General use 200 MSPCA 350 South Huntington Ave Boston MA 02130 none Charitable For General use 200 My Brother's Keeper PO Box 338 Easton MA 02356 none Charitable For General use 12300 New England Veterans Shelter 17 Court Street Boston MA 02108 none Charitable For General use 200 Northeastern University 360 Huntington Avenue Boston MA 02115 none Educational For scholarships 7100 Pine Street Inn 444 Harrison Avenue Boston MA 02118 none Charitable For General use 200 Project Hope 550 Dudley St Roxbury MA 02119 none Charitable For General use 200 Salvation Army PO Box 55876 Boston MA 02205 none Charitable For General use 200 Scituate Animal Shelter 780 Chief Justice Cushing Hwy Scituate MA 02066 none Charitable For General use 200 St Francis House 39 Boylston St Boston MA 02116 none Charitable For General use 200 St Jude 501 St Jude Place Memphis TN 38105 none Charitable For General use 200 Toys for Tots 18251 Quantico Gateway Drive Triangle VA 22172 none Charitable For General use 200 Italian Home For Children 1125 Centre Street Jamaica Plain MA 02130 none charitable For general use 200 K-9 Kitt Foundation PO 850413 Braintree MA 02185 none charitable For general use 200 28900 0 14 1 14 13907 18 375 18 -16910 0 -2627 0 -2627 0 0 0 0 0 0 0 0 0 0 Fees related to tax prep for 2021 form 990PF 3638 0 0 0 200 shs Alphabet Inc. CL C 19842 28186 150 shs Johnson & Johnson 24403 23511 140 shs JPMorgan Chase & Co. 20740 23814 300 shs Knight-Swift Transn Hldgs 14649 17295 55 shs Microsoft Corp 13061 20682 150 shs Pepsico Inc 21077 25476 60 shs UnitedHealth GP Inc 20588 31588 108 shs Palo Alto Networks 18276 31847 110 shs Zoetis Inc Class-A 17739 21711 121 shs Apple Inc. 15349 23296 241 shs Crown Castle 24764 27761 536 shs CVS Health Corp Com 38271 42323 109 shs Eaton Corp PLC 16723 26249 100 shs Honeywell Intl Inc 20095 20971 443 shs Nextera Energy Inc. 28421 26908 150 shs Procter & Gamble 11725 12456 70 shs Salesforce Inc. 11463 18420 175 shs Vis Inc. CL A 36631 45561 6,628.783 shs Loomis Sayles Invst Grade Bond Y AT COST 62949 65758 16,749.388 shs Lord Abbett SHT Duration Inc I AT COST 64315 64485 Morgan Stanley fee 5727 0 0 0 Form PC filing fee 35 0 0 0 Non divivdend distributions 375 375 375 Adjustment for book values of securities 154 Wash sale loss disallowed 8467