2024-11-13T15:10:25-08:00 2023-12-31 043072628 MacArthur & McCoy PC 611 Main Street Suite 204 Winchester MA 01890 990PF 2023-01-01 043541255 The Birchwood Charitable Trust BIRC 9734763743 10 McTernan Street 405 Cambridge MA 02139 Carol Tourgee Trustee 9734763743 2024-10-28 true Phillip S McCoy P01382091 7817211234 2024-11-13 2023 2024-10-15 13:58:12Z X 403795 X X 103 103 8489 8489 32885 180 0 -983 -983 7609 40494 180 0 985 985 1084 1084 347 347 0 38 38 2454 1469 985 19700 19700 22154 1469 20685 -14545 39025 180 34044 33182 33182 0 0 24774 24841 25019 121426 126991 274448 55147 69540 66829 0 4847 4847 4317 0 0 0 0 240238 259401 403795 0 0 0 0 0 X 240238 259401 240238 259401 240238 259401 240238 -14545 33708 259401 259401 10M US Treas Note 2.75% P 2022-11-21 2023-11-15 10000 0 9820 180 0 0 0 180 Lumine Group Inc Cash in Lieu P 2023-05-19 2023-05-19 0 0 0 0 0 0 0 0 25s Apple Inc P 2016-12-16 2023-02-27 3710 0 729 2981 0 0 0 2981 35s Apple Inc P 2016-12-16 2023-07-19 6756 0 1021 5735 0 0 0 5735 25s Apple Inc P 2016-12-16 2023-12-08 4865 0 729 4136 0 0 0 4136 2s Constellation Software Inc P 2021-04-23 2023-10-16 0 0 0 0 0 0 0 0 20s Microsoft Corp P 2015-03-09 2023-07-19 7177 0 866 6311 0 0 0 6311 10s Microsoft Corp P 2015-03-09 2023-12-08 3720 0 433 3287 0 0 0 3287 20s Proctor & Gamble Co P 2012-08-21 2023-12-08 2909 0 1343 1566 0 0 0 1566 10M US Treasury Note 2.75% P 2018-07-27 2023-05-31 10000 0 9988 12 0 0 0 12 7s Visa Inc P 2016-03-18 2023-12-08 1787 0 517 1270 0 0 0 1270 20s Nestle ADR P 2005-10-06 2023-07-19 2455 0 602 1853 0 0 0 1853 100s Novartis AG P 2009-09-22 2023-02-27 8576 0 4333 4243 0 0 0 4243 12s PepsiCo Inc P 2008-01-02 2023-07-19 2216 0 905 1311 0 0 0 1311 32885 180 542 0 542 0 542 121 0 121 121 X 8 429 0 false false false false false false false true true MA true false false false false true N/A Carol Tourgee 9734763743 10 McTernan Street 405 Cambridge MA 02139 false false false false false false false false false false false false false false false false false false false false false Carol Tourgee 10 McTernan Street 405 Cambridge MA 02139 Trustee 1.00 0 0 0 NONE 0 NONE 0 None 0 None 0 0 350547 33613 0 384160 0 384160 5762 378398 18920 18920 542 542 18378 18378 18378 20685 0 20685 18378 1950 18054 14532 1073 812 36421 20685 0 18378 2307 38728 0 0 0 0 1950 36778 18054 14532 1073 812 2307 Carol Tourgee None X Trustees of Tufts University 80 George Street Medford MA 02155 Exempt Educational 2500 The Catholic Appeal 66 Brooks Drive Braintree MA 02184 Exempt Humanitarian 1200 The Home for Little Wanderers 271 Huntington Avenue Boston MA 02115 Exempt Humanitarian 1500 Community FoodBank of New Jersey 31 Evans Terminal Hillside NJ 07205 Exempt Humanitarian 1500 St Francis House 39 Boylston Street Boston MA 02116 Exempt Humanitarian 1500 North Texas Food Bank 3677 Mapleshade Lane Plano TX 75075 Exempt Humanitarian 1500 MIT 77 Massachusetts Avenue Bldg NE49-4 Cambridge MA 02139 Exempt Educational 2500 The Greater Boston Food Bank 70 South Bay Avenue Boston MA 02118 Exempt Humanitarian 1500 OXFAM 226 Causeway Street Boston MA 02114 Exempt Humanitarian 1000 MSPCC 3815 Washington Street Suite 2 Boston MA 02130 Exempt Humanitarian 2000 Salvation Army PO Box 39047 Cambridge MA 02139 Exempt Humanitarian 1000 Rosie's Place 889 Harrison Avenue Boston MA 02118 Exempt Humanitarian 1000 Doctors Without Borders 40 Rector Street New York NY 10006 Exempt Humanitarian 1000 19700 14 103 14 8489 Other income per K-1 14 67 Accrued Interest Paid 14 -886 Bond Premium 14 -164 7609 7609 false false false false false false false false false false MacArthur & McCoy PC Tax preparation 985 10M Smucker J M Co 3.500% 3/15/25 10064 9805 5M Hasbro Inc Note 11/19/2024 5007 4881 5M Molson Coors Beverage Co NOte 07/15/2026 4944 4789 5M Oracle Corp Note 07/15/2026 5107 4741 5M Starbucks Corp Note 03/12/2030 5186 4386 10M Starbucks Corp Note 03/12/2027 10121 9259 5M Tapestry Inc Note 07/15/2027 4977 4751 5M American Tower Corp Note 01/15/28 4793 4762 5M Hasbro Inc Note 11/19/2029 4784 4649 5M Avery Dennison Corp Note 12/06/28 4990 5067 5M CVS Health Corp Note 04/01/30 4627 4704 5M Pfizer Invt Enter Note 05/19/30 4940 5035 90s Alcon Inc 4221 7031 100s Coloplast Ser B 8205 11440 120s Alphabet Inc 7055 16763 130s Amazon.com Inc 4869 19752 115s Apple Inc 3268 22141 30s APTARGROUP Inc 3096 3709 125s Canadian Natl Ry Co Com 2423 15704 100s Conocophillips Com 4950 11607 2s Constellation Software Inc 2945 4983 25s Ecolab Inc 4349 4959 60s Edwards Lifesciences Corp 4518 4575 50s Emerson Elec Co 3591 4867 300s Enterprise Prods Partners LP 7035 7905 75s Graco Inc 5399 6507 35s J&J Snack Food Corp 5438 5850 65s Johnson & Johnson 4424 10188 200s Keurig Dr. Pepper Inc 5818 6664 6s Lumine Group Inc 73 136 60s Microsoft Corp 2597 22562 137s Nestle Sa Sponsored Adrs Registered 3608 15841 125s Par Technology Corp 3154 5443 88s Pepsico Inc 6503 14945 105s Procter & Gamble Co 6849 15387 10s Thermo Fisher Scientific Inc 5190 5308 25s Topicus Com Inc 2657 1692 20s Union PAC Corp 4740 4912 68s VISA Inc 5017 17704 170s Vontier Corp Com 4999 5873 24841 25019 20s American Tower Corp 4847 4317 Massachusetts Filing Fee 35 35 Account Fee 3 3 Miscellaneous Expense 0 0 Other income per K-1 67 67 Accrued Interest Paid -886 -886 Bond Premium -164 -164 Distributions per K-1 594 Realized Gain on Securities 33114 Lowell, Blake & Associates Portfolio Mngt Fee 1084 Foreign Tax Withheld 347 347