2025-11-25T14:50:19-06:00 2024-12-31 440160260 FORVIS MAZARS LLP 1330 BOYLSTON STREET CHESTNUT HILL MA 024672145 990PF 2024-01-01 656319230 GEORGE H SHATTUCKJR AND ISABEL C SHATTUCK CHARITABLE FOUNDATION GEOR 7725465647 7897 SOUTH EAST LOBLOLLY BAY DRIVE HOBE SOUND FL 334553832 GEORGE SHATTUCK JR TRUSTEE 7725465647 2025-11-13 1 1 EDWARD HURST CPA P02156499 6177311222 2025-11-13 2024 2025-03-06 01:10:19Z X 316627 X 6292 X 9252 9252 -2652 107839 0 12892 9252 0 0 0 0 0 6292 3146 0 3146 2917 2917 0 0 175 175 0 0 9384 6238 0 3146 15185 15185 24569 6238 0 18331 -11677 3014 0 800 12 12 91753 81510 138267 129573 123680 132646 38455 43702 45702 260581 248904 316627 0 0 X 0 0 0 0 260581 248904 260581 248904 260581 248904 260581 -11677 0 248904 0 248904 P 54319 53530 789 789 P 49934 55640 -5706 -5706 P 2287 1321 966 966 CAPITAL GAINS DIVIDENDS P 1299 1299 1299 -2652 42 0 42 0 42 154 0 0 0 154 0 112 112 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A GEORGE H SHATTUCK JR 5183732552 7897 SOUTH EAST LOBLOLLY BAY DRIVE HOBE SOUND FL 334553832 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GEORGE H SHATTUCK JR 7897 SOUTH EAST LOBLOLLY BAY DRIVE HOBE SOUND FL 334553832 TRUSTEE 1.00 0 0 0 ISABEL C SHATTUCK 7897 SOUTH EAST LOBLOLLY BAY DRIVE HOBE SOUND FL 334553832 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 313184 2187 0 315371 0 0 315371 4731 310640 15532 15532 42 42 15490 0 15490 0 15490 18331 0 18331 15490 0 0 19638 17728 12393 8161 7048 64968 18331 0 0 0 15490 2841 0 0 67809 0 0 0 0 0 0 19638 48171 17728 12393 8161 7048 2841 X BIGELOW LAB FOR OCEAN SCIENCES 60 BIGELOW DR EAST BOOTHBAY ME 04544 N/A NOT-FOR-PROFIT ORGAN CHARITABLE DONATIONS 275 HOBE SOUND COMMUNITY CHEST INC 11450 SE DIXIE HWY HOBE SOUND FL 33455 N/A NOT-FOR-PROFIT ORGAN CHARITABLE DONATIONS 500 HOBE SOUND NATURE CENTER 13640 SE FEDERAL HIGHWAY HOBE SOUND FL 33455 N/A NOT-FOR-PROFIT ORGAN CHARITABLE DONATIONS 300 JUPITER FIRST CHURCH 1475 INDIAN CREEK PKWY JUPITER FL 33458 N/A NOT-FOR-PROFIT ORGAN CHARITABLE DONATIONS 2000 LOBLOLLY COMMUNITY FOUNDATION 7407 SE HILL TERR HOBE SOUND FL 33455 N/A NOT-FOR-PROFIT ORGAN CHARITABLE DONATIONS 1450 MARTHA'S VINEYARD MUSEUM 151 LAGOON POND RD VINEYARD HAVEN MA 02568 N/A NOT-FOR-PROFIT ORGAN CHARITABLE DONATIONS 1200 NATIONAL AUDOBON SOCIETY 225 VARICK ST NEW YORK NY 10014 N/A NOT-FOR-PROFIT ORGAN CHARITABLE DONATIONS 500 NOBLE AND GREENOUGH SCHOOL 10 CAMPUS DRIVE DEDHAM MA 02026 N/A NOT-FOR-PROFIT ORGAN CHARITABLE DONATIONS 200 NORTON MUSUEM OF ART 1450 S DIXIE HWY WEST PALM BEACH FL 33401 N/A NOT-FOR-PROFIT ORGAN CHARITABLE DONATIONS 300 POLLY HILL ARBORETUM 809 STATE ROAD WEST TISBURY MA 02575 N/A NOT-FOR-PROFIT ORGAN CHARITABLE DONATIONS 500 QUEBEC LABRADOR FOUNDATION 4 S MAIN STREET IPSWITCH MA 01938 N/A NOT-FOR-PROFIT ORGAN CHARITABLE DONATIONS 250 SHERIFF'S MEADOW FOUNDATION 57 DAVID AVE VINEYARD HAVEN MA 02568 N/A NOT-FOR-PROFIT ORGAN CHARITABLE DONATIONS 800 THE GARDEN CONSERVANCY PO BOX 608 GARRISON NY 10524 N/A NOT-FOR-PROFIT ORGAN CHARITABLE DONATIONS 1000 THE GUARDIANS OF MARTIN COUNTY PO BOX 1489 HOBE SOUND FL 33475 N/A NOT-FOR-PROFIT ORGAN CHARITABLE DONATIONS 250 TRIFORM CAMPHILL COMMUNITY 20 TRIFORM ROAD HUDSON NY 12534 N/A NOT-FOR-PROFIT ORGAN CHARITABLE DONATIONS 500 MASSACHUSETTS EYE AND EAR 399 REVOLUTION DRIVE NO 645 SOMERVILLE MA 02145 N/A NOT-FOR-PROFIT ORGAN CHARITABLE DONATIONS 1000 METROPOLITAN MUSEUM OF ART 1000 FIFTH AVENUE NEW YORK NY 10028 N/A NOT-FOR-PROFIT ORGAN CHARITABLE DONATIONS 110 THE SOCIETY OF THE FOUR ARTS 100 FOUR ARTS PLAZA PALM BEACH FL 33480 N/A NOT-FOR-PROFIT ORGAN CHARITABLE DONATIONS 300 AMERICAN FEDERATION OF TEACHERS (FLORIDA EDUCATION ASSOC) 213 SOUTH ADAMS STREET TALLAHASSEE FL 32301 N/A NOT-FOR-PROFIT ORGAN CHARITABLE DONATIONS 250 BOYS AND GIRLS CLUB OF MARTIN COUNTY 11900 SE FEDERAL HIGHWAY HOBE SOUND FL 33455 N/A NOT-FOR-PROFIT ORGAN CHARITABLE DONATIONS 750 FLORIDA ATLANTIC UNIV OSHER LIFELONG LEARNING INSTITUTE 777 GLADES ROAD BOCA RATON FL 33431 N/A NOT-FOR-PROFIT ORGAN CHARITABLE DONATIONS 1000 MIDDLESEX SCHOOL 1400 LOWELL ROAD CONCORD MA 01742 N/A NOT-FOR-PROFIT ORGAN CHARITABLE DONATIONS 500 PEABODY ESSEX MUSEUM EAST INDIA SQUARE 161 ESSEX STREET SALEM MA 01970 N/A NOT-FOR-PROFIT ORGAN CHARITABLE DONATIONS 1000 REAL LIFE CHILDREN'S RANCH 7777 US HIGHWAY 441 SE OKEECHOBEE FL 34974 N/A NOT-FOR-PROFIT ORGAN CHARITABLE DONATIONS 250 15185 0 14 9252 18 -2652 0 6600 0 6600 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6292 3146 0 3146 MUTUAL FUNDS 123680 132646 STOCKS 81510 138267 ETFS FMV 43702 45702 INVESTMENT MANAGEMENT FEES 2917 2917 0 0 FOREIGN TAXES 175 175 0 0