2025-11-17T10:38:49-06:00 2024-12-31 042919983 EGP & COMPANY PC 171 LOCKE DRIVE MARLBOROUGH MA 01752 990PF 2024-01-01 043558072 MKC GORMLEY FAMILY FOUNDATION INC C/O EGP & COMPANY PC MKCG 5617450014 171 LOCKE DRIVE MARLBOROUGH MA 01752 STEPHEN GORMLEY OFFICER 6177909414 2025-11-17 1 1 JACK DOWNS P00423251 5084856001 2025-11-17 2024 2025-03-06 01:10:19Z X 529772 X X 11202 11202 32926 59687 32926 44128 44128 0 0 0 8253 8253 0 374 374 0 72 72 0 8699 8699 0 45000 45000 53699 8699 45000 -9571 35429 54223 53204 53204 450808 476568 476568 505031 529772 529772 0 0 X 0 0 0 0 505031 529772 505031 529772 505031 529772 505031 -9571 34312 529772 0 529772 CHARLES RIV LABORATORIES P 2024-03-07 2024-10-04 1911 2691 -780 -780 GARMIN LTD SHS P 2022-12-07 2024-08-22 5361 2834 2527 2527 AMAZON COM INC P 2014-12-19 2024-12-23 4514 301 4213 4213 APPLE INC COM P 2013-03-18 2024-12-23 2542 161 2381 2381 BANK AMER CORP P 2012-12-26 2024-12-23 1305 344 961 961 CF INDS HLDGS P 2022-03-24 2024-08-22 2360 3214 -854 -854 COSTCO WHOLESALE P 2016-12-05 2024-03-21 7440 1517 5923 5923 HUMANA P 2016-08-31 2024-03-07 5086 2679 2407 2407 HUMANA P 2016-08-31 2024-03-21 2100 1071 1029 1029 REGENCY P 2022-08-18 2024-12-23 4417 3969 448 448 REGENCY P 2023-02-16 2024-12-23 1840 1623 217 217 STARBUCKS CORP P 2017-07-26 2024-05-23 5171 3804 1367 1367 UNITED RENTALS INC P 2022-12-07 2024-03-07 3377 1779 1598 1598 ALPHABET INC P 2008-02-01 2024-12-23 5803 396 5407 5407 BLACKSTONE P 2016-11-18 2024-12-23 3445 378 3067 3067 CAPITAL GAINS DIVIDENDS P 3015 3015 3015 32926 492 0 492 0 492 0 0 0 0 0 0 492 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 477145 63240 0 540385 0 0 540385 8106 532279 26614 26614 492 492 26122 0 26122 0 26122 45000 0 45000 26122 0 0 51351 51351 45000 0 0 0 26122 18878 0 0 70229 0 0 0 0 0 0 0 70229 51351 18878 X NEW BEDFORD WHALING MUSEUM 18 JOHNNY CAKE HILL NEW BEDFORD MA 01740 PUBLIC CHARITABLE CONTRIBUTION 30000 LOST TREE FOUNDATION 8 CHURCH LANE NORTH PALM BEACH FL 33408 PUBLIC CHARITABLE CONTRIBUTION 5000 BUZZARDS BAY COALITION 114 FRONT STREET NEW BEDFORD MA 02740 PUBLIC CHARITABLE CONTRIBUTION 10000 45000 0 14 11202 18 32926 0 44128 0 44128 0 0 0 0 0 0 0 0 0 0 AKRE FOCUS FUND 28735 28735 ALPHABET INC CL A 20823 20823 AMAZON COM INC 26326 26326 APPLE INC COM 20033 20033 BANK OF AMERICA CORPORATION COM 13185 13185 BLACKSTONE INC COM 20690 20690 CHEVRON CORP NEW COM 4345 4345 COSTCO WHOLESALE CORP NEW COM 9162 9162 CONESTOGA SMALL-CAP FUND INSTITUTIONAL CLASS 10158 10158 DANAHER CORP COM 6886 6886 DOUBLELINE TOTAL RETURN BOND FUND 40724 40724 EOG RES INC 3065 3065 GARMIN LTD SHARES 5156 5156 GQG PARTNERS EMERGING MARKETS EQUITY INST 18124 18124 HONEYWELL INTL INC COM 5647 5647 ISHARES CORE S&P MID-CAP ETF 23055 23055 ISHARES CORE S&P TOTAL US STOCK MARKET ETF 61352 61352 ISHARES GOLD TRUST 16091 16091 JOHNSON & JOHNSON COM 9400 9400 JP MORGAN CHASE & CO COM ISIN#US46625H1005 4794 4794 KLA CORP COM 9452 9452 MARRIOTT INTL INC NEW CL A 4184 4184 MICROSOFT CORP COM 18125 18125 NVIDIA CORP COM 2686 2686 ON SEMICONDUCTOR CORP COM 1892 1892 PEPSICO INC COM 7603 7603 PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND 16418 16418 RBC BLUEBAY HIGH YIELD BOND FUND I 8317 8317 SHERWINN-WILLIAMS 3399 3399 ULTA BEAUTY INC COM 2175 2175 UNION PAC CORP COM 4561 4561 UNITED RENTALS INC COM 7044 7044 VANGUARD INFLATION PROTECTED FUND 17994 17994 VANGUARD INTER-TERM TREASURY FUND ADM 4253 4253 VISA INC COM CL A 12642 12642 WASTE MGMT INC DEL COM 8072 8072 ANNUAL REPORT FEE 37 37 0 MA FORM PC FEE 35 35 0 UNREALIZED GAIN (LOSS) ON SECURITIES 34312 INVESTMENT FEES 4288 4288 0 TAX PREP FEES 3965 3965 0 SECTION 4940 INVESTMENT EXCISE TAX 319 319 0 FOREIGN TAX 55 55 0