2024-04-17T08:04:36-05:00 2023-05-31 042919983 EGP & COMPANY PC 171 LOCKE DRIVE MARLBOROUGH MA 01752 990PF 2022-06-01 016009168 KING SPRUCE COMPANY KING 6172273111 155 FEDERAL STREET 1602 BOSTON MA 02110 EUGENE H CLAPP III PRESIDENT 6172273111 2024-04-16 1 EUGENE CLAPP III 999009999 0 HARRY R PAINE JR P00594813 5084856001 2024-04-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 6299556 X X 182413 182413 0 182413 182413 16000 16000 0 6300 6300 0 21685 21685 0 272 0 0 12670 0 0 383 0 0 57310 43985 0 341900 341900 399210 43985 341900 -216797 138428 367915 152230 152230 869123 869123 5598008 664377 663000 549318 1901415 1684353 6299556 0 0 X 2316891 2316626 0 0 -415476 -632273 1901415 1684353 1901415 1684353 1901415 -216797 0 1684618 265 1684353 1924 0 1924 0 1924 2000 0 1000 0 3000 27 1049 1049 0 0 0 0 0 0 0 0 0 0 0 1 1 ME 1 0 0 0 0 1 N/A EUGENE H CLAPP III 6172273111 155 FEDERAL STREET SUITE 1602 BOSTON MA 02110 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MEREDITH P CLAPP 155 FEDERAL STREET SUITE 1602 BOSTON MA 02110 PRES/TRUSTEE 8.00 16000 0 0 EUGENE H CLAPP III 155 FEDERAL STREET SUITE 1602 BOSTON MA 02110 TREAS/TRUSTEE 5.00 0 0 0 PAUL R BROWN 84 HARLOW STREET BOX 1401 BANGOR ME 04401 CLERK/TRUSTEE 1.00 0 0 0 MARJORIE G CLAPP 155 FEDERAL STREET SUITE 1602 BOSTON MA 02110 V P/TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 6308921 392454 0 6701375 0 0 6701375 100521 6600854 330043 330043 1924 1924 328119 0 328119 0 328119 341900 0 341900 328119 341887 0 0 341900 341887 0 0 13 0 0 0 0 0 0 0 0 328106 0 0 0 X ACCESS SPORT AMERICA 119 HIGH STREET ACTON MA 01720 NONE CIVIC UNRESTRICTED GIFT 5000 ADVENT SCHOOL 15 BRIMMER STREET BOSTON MA 02108 NONE SCHOOL UNRESTRICTED GIFT 1000 BAILEY-MATTHEWS NATIONAL SHELL MUSEUM 3075 SANIBEL CAPTIVA ROAD SANIBEL FL 33957 NONE CIVIC UNRESTRICTED GIFT 1000 BARTH SYNDROME FOUNDATION PO BOX 618 LARCHMONT NY 10538 NONE CHARITY UNRESTRICTED GIFT 5000 BEACON HILL CIVIC ASSOCIATION 74 JOY STREET BOSTON MA 02114 NONE CIVIC UNRESTRICTED GIFT 7500 BEACON HILL NURSERY SCHOOL 74 JOY STREET BOSTON MA 02114 NONE SCHOOL UNRESTRICTED GIFT 1000 BEACON HILL VILLAGE 74 JOY STREET BOSTON MA 02114 NONE CIVIC UNRESTRICTED GIFT 1000 BOSTON ATHENAEUM 10 1/2 BEACON STREET BOSTON MA 02108 NONE CIVIC UNRESTRICTED GIFT 1000 BOSTON MEDFLIGHT 150 HANSCOM DRIVE BEDFORD MA 01730 NONE CIVIC UNRESTRICTED GIFT 1000 BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVE BOSTON MA 02115 NONE CIVIC UNRESTRICTED GIFT 3500 BOYS & GIRLS CLUBS OF BOSTON 50 CONGRESS STREET STE 730 BOSTON MA 02109 NONE CIVIC UNRESTRICTED GIFT 1000 BROOKS SCHOOL 1160 GREAT POND ROAD NORTH ANDOVER MA 01845 NONE SCHOOL UNRESTRICTED GIFT 50000 BROWN UNIVERSITY SAILING 164 ANGELL STREET PROVIDENCE RI 02912 NONE SCHOOL UNRESTRICTED GIFT 500 CHARLES RIVER WATERSHED ASSOCIATION 48 WOERD AVENUE WALTHAM MA 02453 NONE CIVIC UNRESTRICTED GIFT 10000 CHICAGO ARCHITECTURE CENTER 111 E WACKER DRIVE CHICAGO IL 60601 NONE CIVIC UNRESTRICTED GIFT 600 CHICAGO MARITIME MUSEUM 1200 W 35TH STREET CHICAGO IL 60609 NONE MUSEUM UNRESTRICTED GIFT 500 CHIKAMING OPEN LANDS 14913 LAKESIDE ROAD LAKESIDE MI 49116 NONE CIVIC UNRESTRICTED GIFT 3000 CLINIC FOR THE REHABILIATION OF WILDLFE 3883 SANIBEL CAPTIVA ROAD SANIBEL FL 33957 NONE CIVIC UNRESTRICTED GIFT 1000 COMMUNITY FOUNDATION FOR NANTUCKET 9 BAYBERRY CT NANTUCKET MA 02554 NONE CHARITY UNRESTRICTED GIFT 2500 COMMUNITY ROWING INC 21 NONANTUM ROAD NEWTON MA 02158 NONE CIVIC UNRESTRICTED GIFT 5000 CONSERVATION LAW FOUNDATION 62 SUMMER STREET BOSTON MA 02110 NONE CIVIC UNRESTRICTED GIFT 10000 EMMA WILLARD SCHOOL 1285 PAWLING AVENUE TROY NY 12180 NONE SCHOOL UNRESTRICTED GIFT 10000 ENVIRONMENTAL LEAGUE OF MASSACHUSETTS 15 COURT SQUARE SUITE 1000 BOSTON MA 02108 NONE CIVIC UNRESTRICTED GIFT 1000 ESPLANADE ASSOCIATION 376 BOYLSTON STREET 503 BOSTON MA 02116 NONE CIVIC UNRESTRICTED GIFT 1000 FIELD MUSEUM 1400 S LAKE SHORE DRIVE CHICAGO IL 60605 NONE MUSEUM UNRESTRICTED GIFT 1000 FRIENDS OF AMY B GREENWELL ETHNOBOTANICAL GARDEN 82-6160 HAWAII BELT RD CAPTAIN COOK HI 96704 NONE CIVIC UNRESTRICTED GIFT 25000 FRIENDS OF THE PUBLIC GARDEN 51 BEACON STREET BOSTON MA 02108 NONE CIVIC UNRESTRICTED GIFT 1000 GARFIELD PARK CONSERVATORY 300 N CENTRAL PARK AVE CHICAGO IL 60624 NONE CHARITY UNRESTRICTED GIFT 500 GBSCIDP FOUNDATION INTERNATIONAL 375 EAST ELM STREET SUITE 101 CONSHOHOCKEN PA 19428 NONE CIVIC UNRESTRICTED GIFT 500 HILL HOUSE 127 MOUNT VERNON STREET BOSTON MA 02108 NONE CIVIC UNRESTRICTED GIFT 3000 JOHN G SHEDD AQUARIUM 1200 S LAKE SHORE DR CHICAGO IL 60605 NONE CIVIC UNRESTRICTED GIFT 5000 KING'S CHAPEL 64 BEACON STREET BOSTON MA 02108 NONE CHURCH UNRESTRICTED GIFT 5000 KONA HISTORICAL SOCIETY PO BOX 398 CAPTAIN COOK HI 96704 NONE CIVIC UNRESTRICTED GIFT 1000 MANTA PACIFIC PO BOX 3227 PAPAIKOU HI 96781 NONE CHARITY UNRESTRICTED GIFT 500 MASS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 NONE HOSPITAL UNRESTRICTED GIFT 20000 MOTHER JONES PO BOX 584 SAN FRANCISCO CA 94104 NONE CIVIC UNRESTRICTED GIFT 1000 MUSEUM OF FINE ARTS 465 HUNTINGTON AVE BOSTON MA 02115 NONE MUSEUM UNRESTRICTED GIFT 3000 MUSEUM OF SCIENCE MUSEUM OF SCIENCE DRIE WAY BOSTON MA 02114 NONE MUSEUM UNRESTRICTED GIFT 300 MUSEUM OF SCIENCE AND INDUSTRY 5700 S LAKE SHORE DRIVE CHICAGO IL 60637 NONE MUSEUM UNRESTRICTED GIFT 1000 NANTUCKET ARTIST ASSOCIATION 19 WASHINGTON STREET NANTUCKET MA 02554 NONE CIVIC UNRESTRICTED GIFT 1000 NANTUCKET ATHENAEUM 1 INDIA STREET NANTUCKET MA 02554 NONE CIVIC UNRESTRICTED GIFT 1000 NANTUCKET CONSERVATION FOUNDATION INC 118 CLIFF ROAD NANTUCKET MA 02554 NONE CIVIC UNRESTRICTED GIFT 2500 NANTUCKET COTTAGE HOSPITAL 57 PROSPECT STREET NANTUCKET MA 02554 NONE HOSPITAL UNRESTRICTED GIFT 2500 NANTUCKET EGAN MARITIME INSTITUTE 3 FREEDOM SQUARE NANTUCKET MA 02554 NONE CIVIC UNRESTRICTED GIFT 1000 NANTUCKET HISTORIAL ASSOCIATION 15 BROAD STREET NANTUCKET MA 02554 NONE CIVIC UNRESTRICTED GIFT 1000 NANTUCKET LAND COUNCIL 6 ASH LANE NANTUCKET MA 02554 NONE CIVIC UNRESTRICTED GIFT 1000 NANTUCKET YACHT CLUB FOUNDATION 1 S BEACH STREET NANTUCKET MA 02554 NONE CIVIC UNRESTRICTED GIFT 1000 NATIONAL ROWING FOUNDATION 67 MYSTIC ROAD N STONINGTON CT 06359 NONE CIVIC UNRESTRICTED GIFT 5000 NEW ENGLAND FORESTRY FOUNDATION 32 FOSTER STREET LITTLETON MA 01460 NONE CIVIC UNRESTRICTED GIFT 1000 NICHOLS HOUSE MUSEUM 55 MOUNT VERNON STREET BOSTON MA 02131 NONE MUSEUM UNRESTRICTED GIFT 2500 PLANNED PARENTHOOD 434 WEST 33RD STREET NEW YORK NY 10001 NONE CIVIC UNRESTRICTED GIFT 1000 REGION OF THREE OAKS MUSEUM PO BOX 121 THREE OAKS MI 49126 NONE MUSEUM UNRESTRICTED GIFT 1000 ROGERSON COMMUNITIES 1 FLORENCE STREET BOSTON MA 02131 NONE CIVIC UNRESTRICTED GIFT 15000 SANIBEL-CAPTIVA CONSERVATION FEDERATION 3333 SANIBEL CAPITVA ROAD SANIBEL FL 33957 NONE CIVIC UNRESTRICTED GIFT 1000 SHADY HILL SCHOOL 178 COOLIDGE HILL CAMBRIDGE MA 02138 NONE SCHOOL UNRESTRICTED GIFT 2000 SPAULDING REHABILITATION HOSPITAL 125 NASHUA STREET BOSTON MA 02114 NONE HOSPITAL UNRESTRICTED GIFT 25000 ST PAUL'S SCHOOL 325 PLEASANT STREET CONCORD NH 03301 NONE SCHOOL UNRESTRICTED GIFT 1500 STOP HANDGUN VIOLENCE ONE BRIDGE STREET SUIT 300 NEWTON MA 02458 NONE CIVIC UNRESTRICTED GIFT 1000 SUSTAINABLE NANTUCKET 14 FEDERAL STREET NANTUCKET MA 02554 NONE CIVIC UNRESTRICTED GIFT 1000 TRUST FOR PUBLIC LAND 101 MONTGOMERY STREET SUITE 900 SAN FRANCISCO CA 94104 NONE CIVIC UNRESTRICTED GIFT 1000 UNITED WAY OF MASS BAY 245 SUMMER STREET 1401 BOSTON MA 02210 NONE CHARITY UNRESTRICTED GIFT 2500 UNIVERSITY OF CHICAGO 5801 SOUTH ELLIS AVENUE CHICAGO IL 60637 NONE SCHOOL UNRESTRICTED GIFT 2500 UNIVERSITY OF HAWAII 2444 DOLE STREET HONOLULU HI 96822 NONE SCHOOL UNRESTRICTED GIFT 5000 UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET PHILADELPHIA PA 19104 NONE SCHOOL UNRESTRICTED GIFT 50000 US ROWING 2 WALL STREET PRINCETON NJ 08540 NONE CIVIC UNRESTRICTED GIFT 10000 VINCENT CLUB 71 BRIMMER STREET BOSTON MA 02108 NONE CHARITY UNRESTRICTED GIFT 1000 WBEZ 848 E GRAND AVE CHICAGO IL 60611 NONE CIVIC UNRESTRICTED GIFT 1000 WBUR 890 COMMONWEALTH AVENUE BOSTON MA 02215 NONE CHARITY UNRESTRICTED GIFT 5000 WIGS FOR WELL BEING INC 10 NEWBURY STREET BOSTON MA 02116 NONE CIVIC UNRESTRICTED GIFT 5000 341900 0 14 182413 0 182413 0 182413 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 6300 6300 0 AT&T INC 12404 84281 AMERICAN ELECTRIC POWER 17650 107308 BRISTOL MYERS SQUIBB 54352 193320 CHEVRON CORP 8650 376550 CONSOLIDATED EDISON 36158 93300 DOW INC 10512 48780 DUPONT DE NEMOURS INC 15428 67190 EVERSOURCE ENERGY 22341 54484 EXXON MOBIL CORP 69823 159400 FEDERAL REALTY INVESTMENT TRUST 36524 132300 GSK PLC ADR 34846 26880 HALEON PLC 7732 8040 JP MORGAN & CHASE CO 62561 312133 PFIZER INC 97670 129268 PPG INDUSTRIES 1986 275709 SOUTHERN CO 69581 168098 UNIVER PLC SPONSORED ADR 69345 160008 VERIZON 15881 71973 WARNER BROTHERS DISCOVERY 3806 14619 3M CO COM 69142 83979 HEALTHPEAK PPTYS INC REIT 28010 55888 PENOBSCOT CAPITAL INVESTMENT 124721 2974500 AMERICAN FUND HIGH INCOME AT COST 186133 138320 DWS HIGH INCOME FUND AT COST 172306 135005 EATON VANCE INCOME FUND AT COST 179561 143995 FIDELITY ADV HIGH AT COST 100000 106998 INVESTMENT IN LIGHTHAUS, INC AT COST 25000 25000 NON DEDUCTIBLE PENALTIES 265 ANNUAL REPORT 120 0 0 SUPPLIES 263 0 0 INVESTMENT FEES 21546 21546 0 ADR FEES 139 139 0 FEDERAL TAX 12670 0 0