2024-04-09T10:04:35-05:00 2023-12-31 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990PF 2023-01-01 043342883 THE NADUSE FOUNDATION NADU 7817188956 106 LATHROP STREET BEVERLY MA 01915 JOHN C LACKEY DIRECTOR 7817188956 2024-03-18 1 JOHN LACKEY 999009999 1 LISA A EXTANCE CPA P01278902 6174399700 2024-03-18 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2179654 X 1049836 19055 19055 159 159 159 1069050 19214 0 0 0 2900 0 2900 35 0 35 2935 0 2935 47500 47500 50435 0 50435 1018615 19214 107060 210935 210935 477509 1159935 1961354 16889 16889 7365 1617 0 0 603075 1387759 2179654 0 0 X 603075 1387759 0 0 0 0 603075 1387759 603075 1387759 603075 1018615 0 1621690 233931 1387759 CAPITAL GAINS DIVIDENDS P 159 159 159 159 267 0 267 0 267 824 0 0 0 824 0 557 557 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 1 0 0 1 N/A JOHN C LACKEY 7817188956 41 KUMU NIU PL LAHAINA HI 96761 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN LACKEY 41 KUMU NIU PL LAHAINA HI 96761 TRUSTEE 1.00 0 0 0 CAROLYN LACKEY 106 LOTHROP STREET BEVERLY MA 01915 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1017967 122748 0 1140715 0 0 1140715 17111 1123604 56180 56180 267 267 55913 0 55913 0 55913 50435 0 50435 55913 0 0 14349 14349 50435 0 0 0 50435 0 5478 5478 8871 0 0 0 0 0 0 0 8871 8871 JOHN LACKEY X ACTION INC 180 MAIN STREET GLOUCESTER MA 01930 NONE 501(C)(3) CHARITABLE 1000 BRAIN AND BEHAVIOR RESEARCH FOUNDATION 747 THIRD AVENUE 33RD FLOOR NEW YORK NY 10017 NONE 501(C)(3) CHARITABLE 3000 COMMUNITY CHANGE 2 OLIVER STREET SUITE 802 BOSTON MA 02109 NONE 501(C)(3) CHARITABLE 2500 FAMILY AID 3815 WASHINGTON STREET BOSTON MA 02130 NONE 501(C)(3) CHARITABLE 2000 IFAW GLOBAL ANIMAL RESCUE 290 SUMMER STREET YARMOUTH PORT MA 02675 NONE 501(C)(3) CHARITABLE 2000 ON THE RISE 341 BROADWAY CAMBRIDGE MA 02139 NONE 501(C)(3) CHARITABLE 5000 SQUAM LAKES CONSERVATION SOCIETY PO BOX 696 HOLDERNESS NH 03245 NONE 501(C)(3) CHARITABLE 500 THE CHEWONKI FOUNDATION 485 CHEWONKI NECK RD WISCASSET ME 04578 NONE 501(C)(3) CHARITABLE 5000 THE YOUNG CENTER FOR IMMAGRANT CHILDRENS RIGHTS 2245 S MICHIGAN AVE SUITE 301 CHICAGO IL 60616 NONE 501(C)(3) CHARITABLE 2500 TREATMENT ADVOCACY CENTER 200 N GLEBE RD STE 801 ARLINGTON VA 22203 NONE 501(C)(3) CHARITABLE 1000 UNITED SOUTH END SETTLEMENTS 48 RUTLAND STREET BOSTON MA 02118 NONE 501(C)(3) CHARITABLE 2000 WILDLIFE CONSERVATION NETWORK 209 MISSISSIPPI STREET SAN FRANCISCO CA 94107 NONE 501(C)(3) CHARITABLE 2000 WOMEN FOR WOMEN INTERNATIONAL 2000 M STREET NW SUITE 200 WASHINGTON DC 20036 NONE 501(C)(3) CHARITABLE 3000 WOODWELL CLIMATE RESEARCH CENTER 149 WOODS HOLE ROAD FALMOUTH MA 02540 NONE 501(C)(3) CHARITABLE 2000 WORLD CENTRAL KITCHEN ATTN DONOR SERVICES TEAM 200 MASS AVE NW 7TH FLOOR WASHINGTON DC 20001 NONE 501(C)(3) CHARITABLE 2000 MAUI PONO FOUNDATION PO BOX 7735 GOODYEAR AZ 85338 NONE 501(C)(3) CHARITABLE 7500 LAHAINA RESTORATION FOUNDATION PO BOX 294 PUUNENE HI 96784 NONE 501(C)(3) CHARITABLE 2500 EVERYTOWN FOR GUN SAFETY ACTION PO BOX 3886 NEW YORK NY 10163 NONE 501(C)(3) CHARITABLE 2000 47500 0 14 19055 18 159 0 19214 0 19214 0 0 0 0 0 0 0 0 0 0 X X 1 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110 133701 X 2 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110 42960 X 3 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110 60676 X 4 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110 734 X 5 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110 27098 X 6 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110 20360 X 7 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110 26412 X 8 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110 46344 X 9 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110 45075 X 10 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110 64740 X 11 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110 66620 X 12 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110 137943 X 13 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110 10415 X 14 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110 71838 X 15 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110 84264 X 16 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110 50722 X 17 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110 28831 X 18 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110 36625 X 19 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110 13278 X 20 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110 14920 X 21 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110 4650 X 22 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110 1264 X 23 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110 12000 X 24 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110 48366 X 2 400 SHS OF ABBOTT LABORATORIES 42960 2023-12-20 3 400 SHS OF ABBVIE COM USD 60676 2023-12-20 4 10 SHS OF ALIBABA GROUP HOLDING LTD SPON ADS 734 2023-12-20 5 150 SHS OF AMERICAN EXPRESS 27098 2023-12-20 6 400 SHS OF BANK OF NEW YORK MELLON CORP COM 20360 2023-12-20 7 400 SHS OF BHP GROUP LTD SPON ADS EACH REP 2 ORD 26412 2023-12-20 8 600 SHS OF CVS HEALTH CORPORATION COM 46344 2023-12-20 9 300 SHS OF CHEVRON CORP NEW COM 45075 2023-12-20 10 1,300 SHS OF CISCO SYSTEMS INC. 64740 2023-12-20 11 400 SHS OF JP MORGAN CHASE & CO. 66620 2023-12-20 12 900 SHS OF JOHNSON & JOHNSON 137943 2023-12-20 13 100 SHS OF ORACLE 10415 2023-12-20 14 2,600 SHS OF PFIZER INC. 71838 2023-12-20 15 600 SHS OF QUALCOMM INC. 84264 2023-12-20 16 700 SHS OF RIO TINTO ADR EACH REP 1 ORD 50722 2023-12-20 17 100 SHS OF STRYKER CORPORATION 28831 2023-12-20 18 500 SHS OF SYSCO CORP 36625 2023-12-20 19 371 SHS OF TRUIST FINL CORP COM 13278 2023-12-20 20 400 SHS OF VERIZON COMMUNICATIONS 14920 2023-12-20 21 300 SHS OF PARAMOUNT GLOBAL CLASS B COM 4650 2023-12-20 22 61 SHS OF WOODSIDE ENERGY GROUP LTD SPON ADR 1264 2023-12-20 23 100 SHS OF ZIMMER BIOMET HOLDINGS INC COM 12000 2023-12-20 24 600 SHS OF MEDTRONIC PLC 48366 2023-12-20 WOLF & COMPANY 2900 0 2900 CORPORATE STOCK 1159935 1961354 OTHER AT COST 16889 7365 KOVACK SECURITIES 1617 0 ACCOUNTING ADJUSTMENT 197 BOOK/TAX DIFFERENCE IN DONATED STOCK 233734 FILING FEES 35 0 35 ELIZABETH C LACKEY ESTATE C/O VERILL ONE FEDERAL ST 20TH FL BOSTON MA 02110