2024-10-15T15:30:49-07:00 2023-11-30 453795828 TaxPanacea Associates LLC 87 State St 990 Montpelier VT 056018035 990PF 2022-12-01 202813470 LISETTE S VENIER CHARITABLE FOUNDATION LISE 19 Pond St Marblehead MA 01945 Peter Jalbert CFO 2024-10-15 true true Margaret Atkins Munro P00220540 8028781055 2022 2024-10-15 13:58:12Z X 1645057 X X 39136 39136 39136 39136 3800 1900 1900 288 288 63 63 4151 2251 1900 0 0 4151 2251 1900 34985 36885 209 209 170869 207413 207413 512398 510630 1100664 302420 302420 336771 985687 1020672 1645057 0 X 985687 1020672 985687 1020672 985687 1020672 985687 34985 1020672 1020672 513 513 513 2801 2801 2288 2288 false false false false false false false false true MA true false false false false true N/A Peter Jalbert 7816393635 19 Pond St Marblehead MA 01945 false false false false false false false false false true 2021 true 2021 false false false false false false false false false false false false ROBIN A RONCHI DOD 031724 14 Dunns Lane Marblehead MA 01945 Trustee 0.00 0 NONE NONE 1419672 137456 0 1557128 0 1557128 23357 1533771 76689 76689 513 513 76176 76176 76176 1900 1900 76176 6997 1900 1900 0 5097 76176 X 14 14 39136 39136 39136 false false false false false false false false false false Tax Prep/Accounting 3800 1900 0 1900 AMGEN 27836 134820 BOEING CO COM 22695 69489 BP PLC SPONS ADR 74331 58064 CHIMERA INVESTMENT CORP COM 44297 20840 CISCO SYSTEMS INC 40880 96760 COCA COLA CO COM 28010 81816 CONOCOPHILLIPS CORP 14480 28893 CORTEVA INC 5146 15413 CVS HEALTH CORPORATION COM 14380 33975 DOW INC COM 10049 17647 DUPONT DE NEMOURS INC COM 14747 24395 INTEL CORP COM 38846 80460 JOHNSON & JOHNSON 30420 77330 MEDTRONIC INC COM 30267 31708 MICROSOFT CORP COM 11734 170509 NOKIA OYJ ADR SPONSORED 10085 13920 ONCTERNAL THERAPEUTICS INC 10388 PHILLIPS 66 COM 17210 64445 SPROTT PHYSICAL GOLD AND SILVE TR UNIT 20297 19300 WALGREENS BOOTS ALLIANCE INC COM 26104 11964 WHEATON PRECIOUS METALS CORP 11187 48900 WINDTREE THERAPEUTICES INC COM 7241 1 GTX Inc 15 VANGUARD FTSE EMR MKT ETF AT COST 48930 81260 VANGUARD INTMD TERM INVESTMENT AT COST 61836 59813 ISHARES TRUST RUSSELL 3000 ETF AT COST 191654 195698 ADR FEES - CHARLES SCHWAB 14 14 ADR FEES - TD AMERITRADE 49 49 Foreign taxes withheld - 1/23 - 8/23 239 239 Foreign taxes withheld - 12/22 23 23 Foreign taxes withheld 9/23 - 11/23 26 26