2025-06-25T15:50:37-05:00 2024-12-31 043236498 WALTER SHUFFAIN ADVISORS INC ONE INTERNATIONAL PLACE SUITE 1010 BOSTON MA 021102602 990PF 2024-01-01 046040032 TRUSTEES OF SEARS AND OTHER FUNDS TRUS 6174266050 ONE INTERNATIONAL PLACE SUITE 1010 BOSTON MA 02110 ADAM RUTLEDGE PRESIDENT 6174266050 2025-06-09 1 0 STEPHEN D CANDELARIO P00739148 6174472700 2025-05-29 2024 2025-03-06 01:10:19Z X 3025548 X X 5859 5859 77877 77877 137095 379630 137095 220831 220831 0 0 0 9750 0 9750 11000 2200 8800 2005 1103 0 2031 288 1743 24786 3591 20293 119500 119500 144286 3591 139793 76545 217240 197141 241613 241613 194189 244387 224387 1765868 1738663 1738663 808091 820885 820885 2965289 3045548 3025548 10044 10142 10044 10142 X 2955245 3035406 2955245 3035406 2965289 3045548 2955245 76545 3713 3035503 97 3035406 PUBLICLY TRADED SECURITIES P 369363 242535 126828 126828 CAPITAL GAIN DIVIDENDS P 10267 10267 10267 137095 3020 0 3020 0 3020 1680 0 1340 0 3020 0 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A ADAM RUTLEDGE 6175577412 ONE FEDERAL STREET 25TH FLOOR BOSTON MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ADAM C RUTLEDGE ONE INTERNATIONAL PLACE SUITE 1010 BOSTON MA 02110 PRESIDENT 2.00 0 0 0 GREGORY GULLICKSON ONE INTERNATIONAL PLACE SUITE 1010 BOSTON MA 02110 TREASURER 2.00 0 0 0 SCOTT F DAVIS ONE INTERNATIONAL PLACE SUITE 1010 BOSTON MA 02110 CLERK 2.00 0 0 0 VICTORIA T CABOT ONE INTERNATIONAL PLACE SUITE 1010 BOSTON MA 02110 TRUSTEE 2.00 0 0 0 LLOYD C DAHMEN ONE INTERNATIONAL PLACE SUITE 1010 BOSTON MA 02110 TRUSTEE 2.00 0 0 0 MARIA JOAN DENSLOW ONE INTERNATIONAL PLACE SUITE 1010 BOSTON MA 02110 TRUSTEE 2.00 0 0 0 THATCHER L GEARHART ONE INTERNATIONAL PLACE SUITE 1010 BOSTON MA 02110 TRUSTEE 2.00 0 0 0 THOMAS S HANSEN ONE INTERNATIONAL PLACE SUITE 1010 BOSTON MA 02110 TRUSTEE 2.00 0 0 0 CHRISTOPHER LACONI ONE INTERNATIONAL PLACE SUITE 1010 BOSTON MA 02110 TRUSTEE 2.00 0 0 0 DEBORAH L SMITH ONE INTERNATIONAL PLACE SUITE 1010 BOSTON MA 02110 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 3041749 0 0 3041749 0 0 3041749 45626 2996123 149806 149806 3020 3020 146786 0 146786 0 146786 139793 0 139793 146786 139689 0 0 139793 139689 0 0 104 0 0 0 0 0 0 0 0 146682 0 0 0 X ADAM RUTLEDGE CO RICE HEARD BIGELOW ONE FEDERAL STREET 25TH FLOOR BOSTON MA 02110 6175577412 MUST INCLUDE PROOF OF ORGANIZATION'S IRC SECTION 501(C)(3) STATUS. NONE AWARDS ARE MADE TO VARIOUS IRC SECTION 501(C)(3) ORGANIZATIONS. ACCORDIA CORPORATION 430 BEDFORD ST LEXINGTON MA 02420 NONE PC GENERAL CHARITABLE PURPOSES 10000 AMAZING GRACE OF CAPE COD INC PO BOX 636 CENTERVILLE MA 02601 NONE PC GENERAL CHARITABLE PURPOSESGENERAL CHARITABLE PURPOSES 12000 EPIPHANY SCHOOL 154 CENTER STREET DORCHESTER MA 02124 NONE PC GENERAL CHARITABLE PURPOSES 2500 EPISCOPAL DIOCESE OF MASSACHUSETTS 138 TREMONT STREET BOSTON MA 02111 NONE PC GENERAL CHARITABLE PURPOSES 38000 ESPERANZA ACADEMY 198 GARDEN STREET LAWRENCE MA 01840 NONE PC GENERAL CHARITABLE PURPOSES 5000 ST ANDREW'S EPISCOPAL CHURCH - ENRICHMENT PROGRAM 169 BELLEVILLE ROAD NEW BEDFORD MA 02745 NONE PC GENERAL CHARITABLE PURPOSES 10000 ST JOHN'S EPISCOPAL CHURCH 260 GORHAM STREET LOWELL MA 01852 NONE PC GENERAL CHARITABLE PURPOSES 8000 ST STEPHEN'S MEMORIAL EPISCOPAL CHURCH 74 COMMON STREET LYNN MA 01902 NONE PC GENERAL CHARITABLE PURPOSES 15000 TRINITY BOSTON CONNECTS - TRINITY MCCORMACK 206 CLARENDON STREET BOSTON MA 02116 NONE PC GENERAL CHARITABLE PURPOSES 4000 TRINITY BOSTON CONNECTS - TRINITY EDUCATION FOR EXCELLENCE PROGRAM 206 CLARENDON STREET BOSTON MA 02116 NONE PC GENERAL CHARITABLE PURPOSES 4000 URBAN BRIDGES INC - ACADEMY OF CREATIVE ARTS AT TRINITY 26 WHITE STREET HAVERHILL MA 01830 NONE PC GENERAL CHARITABLE PURPOSES 4000 YOUTH ALIVEINC 8 KIRK SREET LOWELL MA 01852 NONE PC GENERAL CHARITABLE PURPOSES 7000 119500 0 14 5859 14 77877 18 137095 0 220831 0 220831 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 11000 2200 8800 PUBLICLY TRADED SECURITIES 1738663 1738663 244387 224387 0 0 PUBLICLY TRADED SECURITIES- MUTUAL FUNDS FMV 820885 820885 DEFERRED TAX EXPENSE 97 FILING FEE 19 0 19 INSURANCE 370 0 370 ADR FEES 63 63 0 ANNUAL MEETING EXPENSES 1354 0 1354 INVESTMENT FEES 225 225 0 UNREALIZED GAINS ON INVESTMENTS 3713 DEFERRED TAXES 10044 10142 FOREIGN TAXES 1103 1103 0 IRS PAYMENTS 902 0 0