2024-05-06T14:06:50-04:00 2023-12-31 204061852 DAVID M PINKHAM CPA LLC 475 SCHOOL STREET SUITE 13 MARSHFIELD MA 02050 990PF 2023-01-01 611614074 DAVID J HARB CHARITABLE TRUST JAMES F HASSAN TRUSTEE DAVI 5088135870 104 SOUTH MAIN STREET APT 2 MIDDLEBORO MA 02346 JAMES F HASSAN TRUSTEE 5088135870 2024-04-29 true JAMES F HASSAN XXX-XX-XXXX false DAVID M PINKHAM P00983015 7818340444 2024-04-29 X 2023 2023-04-26 12:10:37Z X 236972 X X 76 76 5632 5632 -28722 107688 -23014 5708 18000 2200 126 126 100 100 20426 226 0 54000 54000 74426 226 54000 -97440 5482 49121 39184 39184 3302 3302 3302 251624 194486 194486 304047 236972 236972 0 X 304047 236972 304047 236972 304047 236972 304047 -97440 30365 236972 236972 3745 SHS FT PFDINC 108 CA P 2021-08-24 2023-07-14 26955 36481 -9526 -9526 4935 SHS FT FINLS SEL 78 CA P 2022-01-11 2023-10-27 35423 49988 -14565 -14565 4979 SHS FT S&P DV TGT 25 1Q22 CA P 2022-01-11 2023-04-06 43221 49941 -6720 -6720 -28722 76 76 76 76 false false false false false false false true true MA true false false false false true N/A JAMES F HASSAN 5088135870 104 SOUTH MAIN STREET APT 2 MIDDLEBORO MA 02346 false false false false false false false false false false false false false false false false false false false false JAMES F HASSAN 104 SOUTH MAIN STREET APT 2 MIDDLEBORO MA 02346 TRUSTEE 1.00 10000 0 0 MARGUERITE J HASSAN 29 SHIPS VIEW TERRACE BOURNE MA 02532 TRUSTEE 1.00 8000 0 0 NONE NONE TO SUPPORT VARIOUS CHARITIES RELATED PRIMARILY BUT NOT EXCLUSIVELY TO MEDICAL, CHURCH AND VETERANS. N/A 223055 44153 0 267208 267208 4008 263200 13160 13160 76 76 13084 13084 13084 54000 54000 13084 24058 5096 13370 15130 57654 54000 13084 40916 98570 0 24058 74512 5096 13370 15130 40916 X ALZHEIMERS FOUNDATION 225 NORTH MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 MEDICAL 2000 AMERICAN FOUNDATION OF SUICIDE PREV 199 WATER STREET 11TH FLOOR NEW YORK NY 10038 MEDICAL 2000 CIRCLE OF HOPE FOUNDATION 24 MYRTLE STREET NORWOOD MA 02062 ASSISTANCE TO HOMELESS 2000 PARKINSON'S FOUNDATION 1359 BROADWAY SUITE 1509 NEW YORK NY 10018 MEDICAL 1000 SAINT GEORGE ORTHODOX CHURCH 6 ATWOOD AVE NORWOOD MA 02062 RELIGIOUS CHURCH NEEDS 1000 ST JUDE CHILDREN'S HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 MEDICAL RESEARCH 22000 THE FOREVER FARM 168 HIGHLAND STREET MIDDLEBORO MA 02346 ANIMAL RESCUE 12000 WOUNDED WARRIOR PROJECT PO BOX 758516 TOPEKA KS 66675 ASSISTANCE TO NEEDY VETS 10000 XAVARIAN BROTHERS HIGH SCHOOL 800 CLAPBOARDTREE STREET WESTWOOD MA 02090 EDUCATION 2000 54000 14 76 14 5632 14 2089 -30811 7797 -30811 -23014 false false false false false false false false false false PROFESSIONAL FEES 2200 INVESTMENTS FMV 194486 194486 EXPENSES INVESTMENT FEES 100 100 OFFICE EXPENSE-1099 ADJUSTMEN NONDIVIDEND DISTRIBUTION 2472 UNREALIZED GAINS ON INVESTMENTS 27893 FEDERAL TAXES 126 126