2024-11-15T11:49:30-06:00 2023-12-31 042919983 EGP & COMPANY PC 171 LOCKE DRIVE MARLBOROUGH MA 01752 990PF 2023-01-01 043558072 MKC GORMLEY FAMILY FOUNDATION INC C/O EGP & COMPANY PC MKCG 5617450014 171 LOCKE DRIVE MARLBOROUGH MA 01752 STEPHEN GORMLEY OFFICER 6177909414 2024-11-14 1 0 JACK DOWNS P00423251 5084856001 2024-11-14 2023 2024-10-15 13:58:12Z X 505031 X X 11428 11428 34450 65115 34450 45878 45878 0 0 0 4007 4007 0 547 547 0 4554 4554 0 100000 100000 104554 4554 100000 -58676 41324 85928 54223 54223 422795 450808 450808 508723 505031 505031 0 0 X 0 0 0 0 508723 505031 508723 505031 508723 505031 508723 -58676 54984 505031 0 505031 PERSHING - AMAZON.COM P 2014-12-19 2023-06-05 2486 300 2186 2186 PERSHING - AMAZON.COM P 2014-12-19 2023-12-07 8799 902 7897 7897 PERSHING - APPLE INC P 2023-03-18 2023-06-05 3675 321 3354 3354 PERSHING - BANK AMER CORP.COM P 2012-12-26 2023-12-07 6127 2294 3833 3833 PERSHING - COSTCO WHOLESALE CORP P 2016-12-05 2023-12-07 3049 759 2290 2290 PERSHING - MICROSOFT CORP P 2016-11-03 2023-06-05 3371 593 2778 2778 PERSHING - NEXTERA ENERGY INC P 2021-01-15 2023-12-07 6574 9090 -2516 -2516 PERSHING - TARGET CORP P 2021-01-11 2023-02-16 5266 5910 -644 -644 PERSHING - VERALTO CORP P 2022-09-22 2023-10-18 725 936 -211 -211 PERSHING - VERIZON COMMUNICATIONS INC P 2017-01-11 2023-04-06 2162 2895 -733 -733 PERSHING - VERIZON COMMUNICATIONS INC P 2018-10-24 2023-04-06 2358 3463 -1105 -1105 PERSHING - ALPHABET INC P 2008-02-01 2023-06-05 2517 264 2253 2253 PERSHING - ALPHABET INC P 2008-02-01 2023-12-07 5488 528 4960 4960 PERSHING - BLACKSTONE INC P 2015-10-15 2023-06-05 1720 590 1130 1130 PERSHING - BLACKSTONE INC P 2015-10-15 2023-12-07 2262 575 1687 1687 PERSHING - BLACKSTONE INC P 2016-11-18 2023-12-07 6786 1245 5541 5541 CAPITAL GAINS DIVIDENDS P 1750 1750 1750 34450 574 0 574 0 574 255 0 0 0 255 0 319 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A STEPHEN GORMLEY 5617450014 11675 LOST TREE WAY NORTH PALM BEACH FL 33408 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN F GORMLEY 11675 LOST TREE WAY NORTH PALM BEACH FL 33408 PRESIDENT 2.00 0 0 0 LUCINDA B GORMLEY 11675 LOST TREE WAY NORTH PALM BEACH FL 33408 TREASURER, CLERK 0.00 0 0 0 MARGARET G DONAHUE 22 KENILWORTH CIRCLE WELLESLEY MA 02482 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 448879 61647 0 510526 0 0 510526 7658 502868 25143 25143 574 574 24569 0 24569 0 24569 100000 0 100000 24569 24080 0 0 100000 24080 0 0 24569 51351 0 0 51351 0 0 0 0 0 0 0 51351 51351 X TABOR ACADEMY 66 SPRING STREET MARION MA 02738 PUBLIC CHARITABLE CONTRIBUTION 20000 BOWDOIN COLLEGE 255 MAINE ST BRUNSWICK ME 04011 PUBLIC CHARITABLE CONTRIBUTION 55000 BOWDOIN COLLEGE 255 MAINE ST BRUNSWIC ME 04011 PUBLIC CHARITABLE CONTRIBUTION 25000 100000 0 14 11428 18 34450 0 45878 0 45878 0 0 0 0 0 0 0 0 0 0 GARMIN LTD SHARES 7070 7070 ALPHABET INC CL A 19557 19557 AMAZON COM INC 21272 21272 APPLE INC COM 17328 17328 BANK OF AMERICA CORPORATION COM 11111 11111 BLACKSTONE INC COM 18329 18329 CF INDS HLDGS INC COM 2385 2385 CHEVRON CORP NEW COM 4475 4475 COSTCO WHOLESALE CORP NEW COM 13202 13202 DANAHER CORP COM 6940 6940 EOG RES INC 3024 3024 HONEYWELL INTL INC COM 5243 5243 HUMANA INC COM 9614 9614 JP MORGAN CHASE & CO COM ISIN#US46625H1005 3402 3402 JOHNSON & JOHNSON COM 10188 10188 KLA CORP COM 8720 8720 MARRIOTT INTL INC NEW CL A 3382 3382 MICROSOFT CORP COM 16169 16169 PEPSICO INC COM 8492 8492 SHERWINN-WILLIAMS 3119 3119 STARBUCKS CORP COM 6240 6240 UNION PAC CORP COM 4912 4912 UNITED RENTALS INC COM 8601 8601 VISA INC COM CL A 10414 10414 WASTE MGMT INC DEL COM 7164 7164 REGENCY CTRS CORP COM 5695 5695 GQG PARTNERS EMERGING MARKETS EQUITY INST 17357 17357 PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND 15986 15986 AKRE FOCUS FUND 25421 25421 DOUBLELINE TOTAL RETURN BOND FUND 41523 41523 RBC BLUEBAY HIGH YIELD BOND FUND I 8317 8317 VANGUARD INFLATION PROTECTED FUND 18401 18401 VANGUARD INTER-TERM TREASURY FUND ADM 4366 4366 ISHARES CORE S&P TOTAL US STOCK MARKET ETF 50195 50195 ISHARES CORE S&P MID-CAP ETF 20509 20509 ISHARES GOLD TRUST 12685 12685 UNREALIZED GAIN (LOSS) ON SECURITIES 54984 INVESTMENT FEES 4007 4007 0 SECTION 4940 INVESTMENT EXCISE TAX 500 500 0 FOREIGN TAX 47 47 0