2025-01-24T09:05:00-06:00 2024-09-30 042106505 NUTTER MCCLENNEN & FISH LLP SEAPORT WEST 155 SEAPORT BLVD BOSTON MA 022102604 990PF 2023-10-01 046016785 HENRY H DOWNING TRUST UW #0703520 CHARLES L NEWHALL HENR 6174392498 131 FEDERAL STREET SALEM MA 01970 CHARLES NEWHALL TRUSTEE 6174392498 2025-01-24 1 0 P00567473 6174392503 2023 2025-03-06 01:10:19Z X 1003371 X X 6041 6041 16833 16833 132887 197868 133081 155761 155955 3832 2874 958 12420 9315 3105 1500 1125 375 120 120 0 135 0 135 18007 13434 4573 39112 39112 57119 13434 43685 98642 142521 500 500 500 73846 94776 94776 0 98740 100300 215456 219317 726031 77072 52181 50604 17471 17471 31160 384345 482985 1003371 0 0 X 218776 218776 0 0 165569 264209 384345 482985 384345 482985 384345 98642 0 482987 2 482985 120 SHS OF BRISTOL-MYERS SQUIBB CO P 1992-08-31 2023-12-06 5985 1894 4091 4091 40 SHS OF APPLE, INC P 2016-08-30 2023-12-06 7554 1062 6492 6492 35 SHS OF ALPHABET, INC P 2017-08-04 2023-12-06 4502 1462 3040 3040 25 SHS OF JPMORGAN CHASE & CO P 2020-01-01 2023-12-06 3942 19 3923 3923 20 PARKER-HANNIFIN CORP P 2020-03-25 2023-12-06 8760 2575 6185 6185 25 SHS OF MICROSOFT CORP P 2016-06-03 2023-12-06 9196 1297 7899 7899 100 SHS OF BRISTOL-MYERS SQUIBB CO P 1992-08-31 2024-09-30 5125 1579 3546 3546 30 SHS APPLE, INC. P 2016-08-30 2024-09-30 6842 796 6046 6046 30 SHS OF JPMORGAN CHASE & CO. P 2020-01-01 2024-09-30 6324 23 6301 6301 10 SHS OF PARKER-HANNIFIN CORP P 2020-03-25 2024-09-30 6341 1288 5053 5053 50 SHS OF APPLE, INC P 2016-08-30 2024-02-02 9257 1327 7930 7930 50 SHS OF JPMORGAN CHASE & CO. P 2020-01-01 2024-02-02 8729 39 8690 8690 35 SHS OF PARKER-HANNIFIN CORP P 2020-03-25 2024-02-02 16256 4507 11749 11749 20 SHS OF MICROSOFT CORP P 2016-06-03 2024-02-02 7974 1038 6936 6936 45 SHS OF JPMORGAN CHASE & CO P 2020-01-01 2024-03-28 8837 35 8802 8802 20 SHS OF PARKER-HANNIFIN CORP P 2020-03-25 2024-03-28 11054 2575 8479 8479 50 SHS OF JPMORGAN CHASE & CO. P 2020-01-01 2024-08-08 10071 39 10032 10032 60 SHS OF JPMORGAN CHASE & CO. P 2020-01-01 2024-08-16 12682 47 12635 12635 15 SHS OF PARKER-HANNIFIN CORP P 2020-03-25 2024-08-16 8857 1931 6926 6926 25 SHS OF SKYWORKS SOLUTIONS, INC. P 2022-07-13 2024-05-17 2352 2458 -106 -106 130 SHS OF SKYWORKS SOLUTIONS, INC. P 2022-05-27 2024-05-17 12228 14064 -1836 -1836 25000 SHS OF APPLE INC. NOTES P 2018-03-05 2024-02-09 25000 24732 268 268 133081 1981 0 1981 0 1981 956 0 0 0 956 0 1025 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A NUTTER MCCLENNEN FISH LLP 6174392000 SEAPORT WEST 155 SEAPORT BOULEVARD BOSTON MA 022102604 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 CHARLES L NEWHALL 131 FEDERAL STREET SALEM MA 01970 TRUSTEE 0.60 3832 0 0 NONE 0 NONE 0 0 873234 90532 0 963766 0 0 963766 14456 949310 47466 47466 1981 1981 45485 0 45485 0 45485 43685 0 43685 45485 39112 0 0 43685 39112 0 0 4573 0 0 0 0 0 0 0 0 40912 0 0 0 X FAMILY & CHILDREN SERVICES OF GREATER LYNN 111 NORTH COMMON STREET LYNN MA 01902 N/A PUBLIC CHARITY UNRESTRICTED WITHIN DONEE'S CHARITABLE PURPOSES 7823 LYNN HOME FOR ELDERLY PERSONS 1 ATLANTIC TERRACE LYNN MA 01902 N/A PRIVATE OPERATING FO UNRESTRICTED WITHIN DONEE'S CHARITABLE PURPOSES 23466 SALEM HOSPITAL 81 HIGHLAND AVENUE SALEM MA 01970 N/A PUBLIC CHARITY UNRESTRICTED WITHIN DONEE'S CHARITABLE PURPOSES 7823 39112 0 14 6041 14 16833 18 132887 0 155761 0 155761 0 0 0 0 0 0 0 0 0 0 NUTTER, MCCLENNEN & FISH, LLP 1500 1125 375 FAMILY & CHILDREN SERVICES OF GREATER LYNN 111 NORTH COMMON STREET LYNN MA 01902 2024-08-08 7823 UNRESTRICTED WITHIN DONEE'S CHARITABLE PURPOSE SALEM HOSPITAL 81 HIGHLAND AVENUE SALEM MA 01970 2024-08-08 7823 UNRESTRICTED WITHIN DONEE'S CHARITABLE PURPOSE LYNN HOME FOR ELDERLY PERSONS 1 ATLANTIC TERRACE LYNN MA 01902 2024-08-08 23466 UNRESTIRCTED WITHIN DONEE'S CHARITABLE PURPOSES UNRESTRICTED WITHIN DONEE'S CHARTIABLE PURPOSES CORPORATE BONDS 52181 50604 430 SHS SCHLUMBERGER LTD 14777 18039 630 SHS ALPHABET, INC - CLASS A 25929 104486 270 SHS APPLE, INC 7168 62910 380 SHS BRISTOL-MYERS SQUIBB CO 5999 19661 150 SHS CIGNA CORP NEW 116 51966 800 SHS CISCO SYSTEMS, INC 25376 42576 200 SHS CORTEVA, INC 314 11758 200 SHS DOW INC 520 10926 365 SHS EOG RESOURCES, INC 20462 44869 235 SHS JPMORGAN CHASE & CO 183 49552 320 SHS KIMBERLY-CLARK CORP 8001 45530 215 SHS MICROSOFT CORP 11156 92515 200 SHS PEPSICO INC 23186 34010 85 SHS PARKER-HANNIFIN CORP 10944 53705 295 SHS CHARLES SCHWAB CORP 10339 19119 15 SHS HOME DEPOT INC 4182 6078 220 SHS EBAY, INC. 9678 14324 25 SHS MCKESSON CORP 12208 12361 250 SHS MEDTRONIC PLC 20036 22508 95 SHS DISNEY, WALT CO 8743 9138 98740 100300 0 0 100 SHS ISHARES S & P MIDCAP 400 INDEX FUND CORE MID-CAP ETF AT COST 17471 31160 NUTTER, MCCLENNEN & FISH, LLP 12420 9315 3105 ROUNDING ADJUSTMENT 2 MA ANNUAL FILING FEE 35 0 35 ESSEX PROBATE & FAMILY COURT FILING FEES 300 0 300 FEDERAL TAX REFUND -200 0 -200 FOREIGN TAX WITHHELD 120 120 0