2024-11-15T16:12:49-06:00 2023-12-31 043179346 CAPUTO & COMPANY PC 99 CONIFER HILL DRIVE SUITE 202 DANVERS MA 01923 990PF 2023-01-01 912142427 MARJORIE W SLOPER CHARITABLE FOUNDATION C/O CAPUTO & COMPANY PC MARJ 9787501001 99 CONIFER HILL DRIVE 202 DANVERS MA 01923 LOUIS M CAPUTO JR TRUSTEE 9787501001 2024-11-15 1 0 MICHAEL L CAPUTO P00230595 9787501001 2024-11-07 2023 2024-10-15 13:58:12Z X 530411 X X 12 12 11851 11851 8250 8250 8250 20113 20113 0 15000 0 0 0 5314 5314 0 0 145 110 0 0 20459 5424 0 0 37500 37500 57959 5424 0 37500 -37846 14689 0 17677 29353 29353 477642 428175 501058 495319 457528 530411 0 0 X 387759 387814 0 0 107560 69714 495319 457528 495319 457528 495319 -37846 55 457528 0 457528 RAYMOND JAMES INVESTMENTS P 5291 5291 5291 CAPITAL GAINS DIVIDENDS P 2959 2959 2959 8250 204 0 204 0 204 2047 0 0 0 2047 0 1843 1843 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 0 N/A LOUIS M CAPUTO JR 9787501001 99 CONIFER HILL DR STE 202 DANVERS MA 01923 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LOUIS M CAPUTO JR 99 CONIFER HILL DR SUITE 202 DANVERS MA 01923 TRUSTEE 1.00 15000 0 0 NONE 0 NONE 0 0 518119 15838 0 533957 0 0 533957 8009 525948 26297 26297 204 204 26093 0 26093 0 26093 37500 0 37500 26093 0 0 3070 3752 2078 432 14944 24276 37500 0 0 0 26093 11407 0 0 35683 0 0 0 0 0 0 3070 32613 3752 2078 432 14944 11407 X ALZHEIMERS ASSOCIATION MASS CHAPTER 309 WAVERLY OAK ROAD WALTHAM MA 02452 CONTRIBUTION 1000 BENTLEY UNIVERSITY 175 FOREST STREET WALTHAM MA 02452 CONTRIBUTION 3000 BETH ISRAEL LAHEY MEDICAL CENTER 41 MALL ROAD BURLINGTON MA 01805 CONTRIBUTION 3000 BOSTON CHILDREN'S HOSPITAL TRUST 401 PARK DRIVE SUITE 602 BOSTON MA 02115 CONTRIBUTION 1000 DANA FARBER CANCER INSTITUTE 10 BROOKLINE PLACE WEST 6TH FLOOR BROOKLINE MA 02445 CONTRIBUTION 10000 JOSLIN DIABETES CENTER 1 JOSLIN PLACE BOSTON MA 02115 RESEARCH CONTRIBUTION 1000 NATIONAL KIDNEY FOUNDATION OF FLORIDA 5756 S SEMORAN BLVD ORLANDO FL 32822 CONTRIBUTION 1500 NATIONAL MULTIPLE SCLEROSIS 101A 1ST AVE STE 6 WALTHAM MA 02451 CONTRIBUTION 5000 OFFICER HAROLD VITALE MEMORIAL FUND 99 CONIFER HILL DRIVE STE 202 DANVERS MA 01923 CONTRIBUTION 4500 OUR LADY OF LIGHT PARISH 19680 CYPRESS VIEW DR FORT MYERS FL 33967 CONTRIBUTION 3500 SHRINERS HOSPITAL 51 BLOSSOM STREET BOSTON MA 02114 CONTRIBUTIONS 1000 WOUNDED WARRIOR PROJECT PO BOX 758525 TOPEKA KS 66675 CONTRIBUTION 1000 WINDWARD SAILS CHARITABLE FOUNDATION 50 CHOATE LANE IPSWICH MA 01938 CONTRIBUTION 1000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 CONTRIBUTION 1000 37500 0 14 12 14 11851 18 8250 0 20113 0 20113 0 0 0 0 0 0 0 0 0 0 STOCKS 428175 501058 BOOK TO TAX DIFFERENCES 55 ADVISORY FEES 5314 5314 0 0 OTHER TAXES 35 0 0 0 FOREIGN TAXES ON DIVIDENDS 110 110 0 0