2024-05-10T13:20:55-05:00 2023-12-31 271948252 STALL ADVISORS LLC 20 CRANE ROAD LITTLETON MA 01460 990PF 2023-01-01 206070260 THE TREMBLAY FAMILY FOUNDATION TREM 6176455969 49 PHILLIPS STREET MARBLEHEAD MA 01945 JENNIFER L WILLIAMSON TRUSTEE 5083584923 2024-05-09 1 JENNIFER WILLIAMSON XXX-XX-XXXX 1 CAROLYN R STALL P00030027 9782963318 2024-05-09 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X 4837907 X X 118800 118800 3126109 5837505 3126109 10 0 3244919 3244909 0 0 0 13659 13659 0 2956 2956 0 35 0 35 16650 16615 35 217500 217500 234150 16615 217535 3010769 3228294 47845 48449 1442098 4403727 4789458 1442098 4451572 4837907 0 0 X 0 0 0 0 1442098 4451572 1442098 4451572 1442098 4451572 1442098 3010769 0 4452867 1295 4451572 500 INDEX FUND 2023-01-01 2023-04-10 81737 49460 32277 32277 500 INDEX FUND 2022-01-01 2023-04-10 1070674 647879 422795 422795 500 INDEX FUND 2010-01-01 2023-01-03 300000 87097 212903 212903 500 INDEX FUND 2010-01-01 2023-04-10 3379512 912586 2466926 2466926 CHOATE HALL - DETAILS AVAILABLE UPON REQUEST 2023-01-01 2023-12-31 1001011 1014374 -13363 -13363 CAPITAL GAINS DIVIDENDS P 4571 4571 4571 3126109 44873 0 44873 0 44873 1755 0 0 0 1755 X 0 43118 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A JENNIFER L WILLIAMSON 6176455969 49 PHILLIPS STREET MARBLEHEAD MA 01945 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GENE R TREMBLAY 405 OCEAN AVENUE MARBLEHEAD MA 01945 TRUSTEE 0.00 0 0 0 SUSAN C TREMBLAY 405 OCEAN AVENUE MARBLEHEAD MA 01945 TRUSTEE 0.00 0 0 0 MATTHEW G TREMBLAY 271 CENTER STREET LAGUNA BEACH CA 92651 TRUSTEE 0.00 0 0 0 JENNIFER L WILLIAMSON 49 PHILLIPS STREET MARBLEHEAD MA 01945 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 4519972 144946 0 4664918 0 0 4664918 69974 4594944 229747 229747 44873 44873 184874 0 184874 0 184874 217535 0 217535 184874 211445 0 0 217535 211445 0 0 6090 0 0 0 0 0 0 0 0 178784 0 0 0 GENE R TREMBLAY X ALL SENTIENT BEINGS 268 WALNUT STREET LYNN MA 01905 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 2000 BUCKNELL UNIVERSITY 301 MARKET STREET SUITE 2 LEWISBURG PA 17837 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 20000 CENTER FOR CREATIVE ART 154 CROMWELL ROAD CHATHAM MA 02633 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 5000 GIRLS INC OF GREATER LYNN 50 HIGH STREET LYNN MA 01902 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 2500 GOOD SAMARITANS MISSION OF JACKSON HOLE 285 W PEARL STREET PO BOX 1218 JACKSON HOLE WY 83001 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 7000 GRACE CHAPEL 3 MILITA DRIVE LEXINGTON MA 02421 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 10000 GRAND TETON NATIONAL PARK FOUNDATION PO BOX 249 MOOSE WY 83012 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 20000 KRIPALU CENTER PO BOX 309 STOCKBRIDGE MA 01262 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 7500 LIFE BRIDGE 56 MARGIN STREET SALEM MA 01970 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 2000 LOWER CAPE OUTREACH COUNCIL PO BOX 665 ORLEANS MA 02653 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 5000 MARBLEHEAD ANIMAL SHELTER 44 VILLAGE STREET MARBLEHEAD MA 01945 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 1000 MUSEUM OF SCIENCE SCIENCE PARK BOSTON MA 02114 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 3000 NATIONAL MUSEUM OF WILDLIFE ART 2820 RUNGIUS ROAD JACKSON WY 83002 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 3000 NATIONAL OUTDOOR LEADERSHIP SCHOOL 288 MAIN STREET LANDER WY 82520 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 5000 NEW JERSEY INSTITUTE OF TECHNOLOGY FUND UNIVERSITY HEIGHTS NEWARK NJ 071021982 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 5000 PINGREE SCHOOL 537 HIGHLAND AVE SOUTH HAMILTON MA 01982 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 5000 SHRINERS HOSPITAL FOR CHILDREN 2900 N ROCKY POINT DRIVE TAMPA FL 33607 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 15000 TETON RAPTOR CENTER 700 COYOTE CANYON ROAD JACKSON WY 83001 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 5000 TETON SCIENCE SCHOOL 700 COYOTE CANYON ROAD JACKSON WY 83001 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 30000 WOLF HAVEN INTERNATIONAL 3111 OFF UTAH LAKE ROAD SE TENINO WA 98599 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 10000 WYCLIFFE ASSOCIATION 11450 TRANSLATION WAY ORLANDO FL 32862 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 5000 YANKEE GOLDEN RETRIEVER RESCUE PO BOX 808 HUDSON MA 01749 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 5000 ARIZONA STATE UNIVERSITY FOUNDATION POBOX 872401 TEMPE AZ 852872401 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 3000 LOS ANGELES POLICE FOUNDATION 633 WEST 5TH STREET SUITE 960 LOS ANGELES CA 90071 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 2500 MARBLEHEAD BOOSTER CLUB PO BOX 244 MARBLEHEAD MA 01945 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 10000 HEALING ABUSE WORKING FOR CHANGE INC 27 CONGRESS STREET SUITE 204 SALEM MA 01970 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 1500 RONALD MCDONALD HOUSE CHARITIES INC 26345 NETWORK PLACE CHICAGO IL 606731263 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 1000 ART CENTER COLLEGE OF DESIGN 17 LIDA STREET PASADENA CA 91103 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 10000 BRCC FUND 1144 S 500 W SALT LAKE CITY UT 84101 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 4500 SHERMAN OAKS NURSERY SCHOOL 14435 KILLION STREET SHERMAN OAKS CA 91401 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 5000 COME AND SEE FOUNDATION 2601 OBERLIN ROAD SUITE 100 RALEIGH NC 27608 NONE PC UNRESTRICTED SUPPORT OF ORGANIZATION'S CHARITABLE OBJECTIVE 7000 217500 0 14 118800 18 10 18 3126109 0 3244919 0 3244919 0 0 0 0 0 0 0 0 0 0 MUTUAL FUNDS 1442098 FIXED INCOME 766265 777124 EQUITIES 3637462 4012334 RECONCILING DIFFERENCES AND ADJUSTMENTS 1295 MA ANNUAL FILING FEE 35 0 35 NON DIVIDEND DISTRIBUTION 10 0 10 CHOATE HALL & STEWART FEES 13659 13659 0 FEDERAL TAX PAYMENTS 0 0 0 FOREIGN TAXES 2956 2956 0