2025-01-16T13:27:21-06:00 2023-12-31 043326811 S GORDON CORPORATION 87 TERRACE HALL AVENUE BURLINGTON MA 01803 990PF 2023-01-01 043236716 THE LANDSMAN CHARITABLE TRUST LAND 7814770731 3 BROOKWOOD ROAD LEXINGTON MA 02420 EMANUEL LANDSMAN TRUSTEE 9789759571 2025-01-16 1 1 JASON M GORDON CPA P00491162 7812220955 2023 2024-10-15 13:58:12Z X X 31657936 X X 61720 61720 510342 510342 -359634 8182131 0 79579 79579 292007 651641 0 0 0 9250 6938 2313 180578 180578 0 4024 4024 0 6294 6294 0 200146 197834 2313 2175000 2175000 2375146 197834 2177313 -2083139 453807 669882 669882 0 1518440 1548680 30316202 16449193 17793523 0 2254145 2277255 0 8858529 8572139 796457 796457 796457 31112659 30546646 31657936 0 0 X 31112659 30546646 0 0 0 0 31112659 30546646 31112659 30546646 31112659 -2083139 1517126 30546646 0 30546646 MORGAN STANLEY 8112103 8541765 -429662 -429662 OZK SECURITIES LITIGATION 516 516 516 CAPITAL GAINS DIVIDENDS P 69512 69512 69512 -359634 6308 0 6308 0 6308 113379 0 0 0 113379 0 107071 50000 57071 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A EMANUEL LANDSMAN 9789759571 3 BROOKWOOD ROAD LEXINGTON MA 02420 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EMANUEL E LANDSMAN 3 BROOKWOOD ROAD LEXINGTON MA 02420 TRUSTEE 0.50 0 0 0 SHEILA E LANDSMAN 3 BROOKWOOD ROAD LEXINGTON MA 02420 TRUSTEE 0.50 0 0 0 SAMUEL DENBO CPA 18 ASPEN ROAD SWAMPSCOTT MA 01907 TRUSTEE 0.50 0 0 0 SUSAN J LANDSMAN 295 POND STREEET DUNSTABLE MA 01827 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 29361225 755881 796457 30913563 0 0 30913563 463703 30449860 1522493 1522493 6308 6308 1516185 0 1516185 0 1516185 2177313 0 2177313 1516185 0 0 465396 465396 2177313 0 0 0 1516185 661128 0 0 1126524 0 0 0 0 0 0 0 1126524 465396 661128 X BETH ISRAEL LAHEY HEALTH 41 MALL ROAD BURLINGTON MA 01805 NONE 501(C)3 UNRESTRICTEDUNRESTRICTED 1000000 BRANDEIS UNIVERSITY 415 SOUTH STREET WALTHAM MA 02453 NONE 501(C)3 UNRESTRICTED 50000 J T HUBBARD MEMORIAL FOUNDATION P O BOX 227 SWAMPSCOTT MA 01907 NONE 501(C)3 UNRESTRICTED 25000 TEMPLE ISAIAH 55 LINCOLN STREET LEXINGTON MA 02421 NONE 501(C)3 UNRESTRICTED 1000000 LAHEY HOSPITAL AND MEDICAL CENTER 41 MALL ROAD BURLINGTON MA 01805 NONE 501(C)3 LEAD@ LAHEY EDUCATIONAL FUND IN HONOR OF DR. CORKERY 100000 2175000 0 14 61720 14 510342 14 79579 18 -359634 0 292007 0 292007 0 0 0 0 0 0 0 0 0 0 TAX PREP 9250 6938 2313 MORGAN STANLEY - CORP BONDS 2254145 2277255 MORGAN STANLEY - CORP STOCK 3582877 3893541 MORGAN STANLEY - ETF'S & CEF'S 12866316 13899982 928322 942528 590118 606152 MORGAN STANLEY - MUTUAL FUNDS AT COST 2711287 2599281 MORGAN STANLEY - ALT INV - HEDGE FUND, PRIV EQ, R/E AT COST 6147242 5972858 NOTE RECEIVABLE S DENBO NOMINEE 5 796457 796457 796457 MORGAN STANLEY OTHER INCOME 82374 82374 82374 K-1 PASSTHOUGHS -2795 -2795 -2795 BASIS ADJUSTMENT 1517126 INVESTMENT MANAGEMENT FEES 149567 149567 0 2% PORTFOLIO DEDUCTIONS FROM K-1'S 31011 31011 0 FOREIGN TAXES 6294 6294 0