2024-11-16T08:33:54-06:00 2023-12-31 420714325 RSM US LLP 80 CITY SQUARE BOSTON MA 02129 990PF 2023-01-01 046917944 BERTOLON FAMILY FOUNDATION BERT 6179129000 80 CITY SQUARE BOSTON MA 02129 HENRY BERTOLON JR TRUSTEE 6179129000 2024-11-07 1 1 JOSE FUSARO P02047939 6179129000 2024-11-06 2023 2024-10-15 13:58:12Z X 9678231 X X 115737 115737 1232487 1647387 1575896 1348224 1691633 0 0 0 3365 0 0 535 0 0 3900 0 0 289326 289326 293226 0 289326 1054998 1691633 -1 -1 -1 368582 1838480 1838480 3375123 2960223 7839752 3743704 4798702 9678231 0 0 X 0 0 0 0 3743704 4798702 3743704 4798702 3743704 4798702 3743704 1054998 0 4798702 0 4798702 652 SHARES OF APPLE INC 2009-07-28 2023-05-04 107410 4661 102749 102749 184 SHARES OF APPLE INC 2009-07-28 2023-05-04 30312 1315 28997 28997 112 SHARES OF APPLE INC 2009-07-28 2023-05-04 18451 801 17650 17650 104 SHARES OF APPLE INC 2009-07-28 2023-05-04 17133 744 16389 16389 672 SHARES OF APPLE INC 2009-12-02 2023-05-04 110704 4804 105900 105900 2,800 SHARES OF APPLE INC 2010-03-03 2023-05-04 461268 20017 441251 441251 3,500 SHARES OF APPLE INC 2010-03-05 2023-05-04 576585 25022 551563 551563 1,976 SHARES OF APPLE INC 2010-03-05 2023-05-04 325524 14127 311397 311397 1575896 23514 0 23514 0 23514 5713 0 36000 0 41713 0 18199 18199 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A MICHAEL A BARTUCCA 6179129000 80 CITY SQUARE BOSTON MA 02129 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HENRY J BERTOLON JR 245 DODGE STREET BEVERLY MA 01915 TRUSTEE 1.00 0 0 0 DONNA BERTOLON 245 DODGE STREET BEVERLY MA 01915 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 7540532 1263305 0 8803837 0 0 8803837 132058 8671779 433589 433589 23514 23514 410075 0 410075 0 410075 289326 0 289326 410075 0 0 453407 442804 230316 1126527 289326 0 0 0 289326 0 120749 120749 1005778 0 0 0 0 0 0 332658 673120 442804 230316 HENRY J BERTOLON JR DONNA BERTOLON HENRY J BERTOLON JR CO MICHAEL A BA 80 CITY SQUARE BOSTON MA 02129 6179129000 TO BE DETERMINED NONE NONE ALZHEIMERS ASSOCIATION 320 NEVADA STREET 201 NEWTON MA 02460 NONE NON-PROFIT ORGANIZAT GENERAL OPERATING SUPPORT 250 BEVERLY HOSPITAL 85 HERRICK STREET BEVERLY MA 01915 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5000 BOYS AND GIRL CLUB OF GREATER SALEM 29 HIGHLAND AVE SALEM MA 01970 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5000 CAPE ABILITIES 895 MARY DUNN ROAD HYANNIS MA 02601 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1000 CAPE COD HEALTHCARE FOUNDATION PO BOX 370 HYANNIS MA 02601 NONE PUBLIC CHARITY PRESERVE HIGH STANDARDS OF HEALTHCARE EXCELLENCE ON CAPE COD 5000 DENNIS MEMORIAL LIBRARY 1020 OLD BASS RIVER ROAD DENNIS MA 02638 NONE NON-PROFIT ORGANIZAT GENERAL OPERATING SUPPORT 100 FRANCISCAN CHILDRENS 30 WARREN STREET BRIGHTON MA 02135 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 2000 NORTH SHORE COMMUNITY COLLEGE FOUNDATION 1 FERNCROFT ROAD DANVERS MA 01923 NONE NON-PROFIT ORGANIZAT GENERAL OPERATING SUPPORT 250000 PINGREE SCHOOL 537 HIGHLAND STREET SOUTH HAMILTON MA 01982 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 2500 PLUMMER YOUTH PROMISE 37 WINTER ISLAND ROAD SALEM MA 01970 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1000 SECOND CONGREGATIONAL CHURCH 35 CONANT STREET BEVERLY MA 01915 NONE CHURCH SUPPORT CHURCH AND ITS MISSIONS 3000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE NON-PROFIT ORGANIZAT GENERAL OPERATING SUPPORT 150 ST ROCK HAITI FOUNDATION 372 GRANITE AVE 1 MILTON MA 02186 NONE NON-PROFIT ORGANIZAT GENERAL OPERATING SUPPORT 1000 SUSAN G KOMEN FOR THE CURE 5005 LBJ FREEWAY SUITE 526 DALLAS TX 75244 NONE NON-PROFIT ORGANIZAT GENERAL OPERATING SUPPORT 500 THE CABOT PERFORMING ARTS CENTER 286 CABOT STREET BEVERLY MA 01915 NONE NON-PROFIT ORGANIZAT GENERAL OPERATING SUPPORT 10000 THE SALVATION ARMY 50 ELLIOT STREET BEVERLY MA 01915 NONE NON-PROFIT ORGANIZAT GENERAL OPERATING SUPPORT 1000 WELLSPRING HOUSE INC 302 ESSEX AVENUE GLOUCESTER MA 01930 NONE NON-PROFIT ORGANIZAT GENERAL OPERATING SUPPORT 500 WGBH 1 GUEST STREET BOSTON MA 02135 NONE NON-PROFIT ORGANIZAT GENERAL OPERATING SUPPORT 126 WINSLOW ANIMAL FARM SANCTUARY 37 EDDY STREET NORTON MA 02766 NONE NON-PROFIT ORGANIZAT GENERAL OPERATING SUPPORT 1000 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 NONE NON-PROFIT ORGANIZAT GENERAL OPERATING SUPPORT 200 289326 0 14 115737 18 1232487 0 1348224 0 1348224 0 0 0 0 0 0 0 0 0 0 30,896 SHARES OF APPLE INC. COMMON STOCK 1300586 5948407 4,500 SHARES OF ALPHABET INC CAP STK CL COMMON STOCK 589957 634185 2,000 SHARES OF HOME DEPOT INC COMMON STOCK 650700 693100 1,500 SHARES OF MICROSOFT CORP COMMON STOCK 418980 564060 PROFESSIONAL FEES 3365 0 0 MA FILING FEE 535 0 0