2024-11-10T12:41:33-08:00 2023-12-31 JKJ Tax Compliance & Planning 106 Chandlers Wharf Portland ME 04101 990PF 2023-01-01 043382858 MARGARET S LINDSAY FOUNDATION OF 1989 MARG 6177332020 320 CONANT ROAD WESTON MA 02493 JBRIAN POTTS TRUSTEE 6177332020 2024-05-14 true true JILL K JAWORSKI P01082870 9788849962 2024-11-10 X 2023 2024-10-15 13:58:12Z X 5617920 X 9780 X 67366 66623 77341 430629 80847 0 78180 22871 232667 170341 72527 72527 0 0 0 0 44 44 0 2889 17410 17410 92870 72571 17410 278125 278125 370995 72571 295535 -138328 97770 608318 701021 701021 0 0 143538 95607 98594 1803340 1595154 3692922 0 1012527 1037613 1125383 0 0 0 0 3567723 3429395 5617920 0 0 0 0 0 X 3567723 3429395 3567723 3429395 3567723 3429395 3567723 -138328 3429395 3429395 PUBLICLY TRADED SECURITIES-VANGUARD P 2022-01-01 2023-12-31 430629 0 349782 80847 0 0 0 80847 80847 1359 0 1359 0 1359 4776 0 4776 -4776 3417 3417 false false false false false false false true true MA true false false false false true N/A JBRIAN POTTS 6177332020 320 CONANT ROAD WESTON MA 02493 false false false false true false false false false false false false false false false false false false false false false false KATHLEEN M MCCARTHY ESQ 9082 SAHAEE COURT NAPLES FL 34114 TRUSTEE 4.00 12527 0 0 JBRIAN POTTS 320 CONCANT ROAD WESTON MA 02493 TRUSTEE 4.00 20000 0 0 GINA REGINA 31 CRANBERRY RUN EAST FALMOUTH MA 02536 TRUSTEE 4.00 20000 0 0 DAVID H VAUGHN 10 PERRY ROAD NATICK MA 01760 TRUSTEE 4.00 20000 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 4814324 533084 0 5347408 0 5347408 80211 5267197 263360 263360 1359 1359 262001 262001 262001 295535 0 295535 262001 66564 0 0 0 0 0 0 295535 66564 0 228971 0 0 0 0 0 33030 0 0 0 0 0 0 0 NA NA X THE SAMARITANS 41 WEST STREET 4TH FLOOR BOSTON MA 02111 PC PROVIDES LIFE SAVINGSUICIDE PREVENTION SERVICES 50000 SHELTER MUSIC BOSTON 1337 MASSACHUSETTS AVE 116 ARLINGTON MA 02476 PC MUSIC FOR ORGANIZATIONSDEDICATED TO HELPING PEOPLEWHO ARE HOMELESS OR RECOVERING 25000 COURAGEOUS PARENTS NETWORK 21 ROCHESTER ROAD NEWTON MA 02458 PC EMPOWERS FAMILIES ANDPROVIDERS CARING FORCHILDREN WITH SERIOUS ILLNESS 60000 MARTHA VINEYARD CANCER SUPPORT PO BOX 2214 VINEYARD HAVEN MA 02568 PC ENHANCE QUALITY OF LIFEFOR CANCER PATIENTS & FAMILIESBY SUPPORT GROUPS & FINACIAL SUPPORT 10000 HALE EDUCATION INC 80 CARBY STREET WESTWOOD MA 02090 PF PROVIDE EDUCATION TOINSPIRE LEARNING EMPOWERUS TO LEAD & UNITE PEOPLE 67000 ARTS WAYLAND PO BOX 272 WAYLAND MA 01778 PF TO PROMOTE CREATIVE EXPRESSIONTO INSPIRE, MOTIVATE & SUPPORTARTISTS OF ALL MEDIUMS 25000 COMMUNITY MUSIC CENTER 34 WARREN AVENUE BOSTON MA 02116 PF MISSION TO TRANSFORM LIVESBY PROVIDING EQUITABLE ACCESSTO MUSIC EDUCATION & ARTS EXPERIENCES 20000 PARENT FOR PEACE PO BOX 470658 BROOKLINE MA 02445 PF BREAK THE CYCLE OF EXTREMISMADDRESS RADICALIZATION OF LOVED ONESCONTRIBUTE TO EFFORTS TO EDUCATE 5000 WESTON AIC 356 BOSTON POST ROAD WESTON MA 02493 PF COMMITMENT TO COMMUNITY ANDLITERACY THROUGH ART 5000 HARVARD EPWORTH CHURCH 1555 MASSACHUSETTS AVE CAMBRIDGE MA 02138 PF INCUSIVE & SAFE SPACE TO EXPLORECHRISTIAN PATH. RESPECT & CELEBRATE HUMAN DIVERSITY 1735 GRANTS 19 C/O 320 CONANT ROAD WESTON MA 02493 I PROGRAM GRANTS 9390 278125 0 14 66623 743 18 2631 18 77341 1 -6000 ROYALTY RECEIPTS 15 1120 PARTNERSHIP GAIN 18 69429 211144 743 211887 4 INTEREST WAS EXCLUDED FROM GROSS INCOME BY SECTION 103 false false false false false false false false false false JKJ Tax Compliance TAX PREPARATION 0 0 430629 353288 77341 PUBLICLY TRADED STOCK 1595154 3692922 95607 98594 OTHER ALT INVESTMENTS-SEE DETAIL ATTACHED 917613 1013383 OTHER INVESTMENT-PARTNERSHIP 120000 112000 STATE FILING FEE 35 35 WEBSITE 6375 6375 SPECIAL EVENTS EXPENSES 11000 11000 ROYALTY 1120 1120 PARTNERSHIP ACTIVITY 0 -65615 NONDIVIDEND DISTRIBUTION 2631 0 PARTNERSHIP-FINAL 69429 82366 SPECIAL EVENT 5000 5000 FOREIGN TAXES 44 44