2024-10-29T14:32:36-05:00 2024-06-30 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2023-07-01 043577440 Pattony Foundation PATT 6172484760 Choate LLP PO Box 961019 Boston MA 02196 William A Lowell Trustee 6172484760 2024-10-25 1 0 Nicholas E Porto P01310283 2078792100 2024-10-25 2023 2024-10-15 13:58:12Z X 8056670 X X 23724 23724 131744 131744 554820 5268932 554820 710288 710288 7538 0 7538 3300 1650 1650 74237 14847 59390 3343 3343 0 70 0 70 88488 19840 68648 455418 455418 543906 19840 524066 166382 690448 320963 330688 330688 707797 0 911295 707797 707797 0 68576 68576 4999925 6424974 6424974 987351 327411 327411 223240 197224 197224 7442774 8056670 8056670 0 0 X 7442774 8056670 0 0 0 0 7442774 8056670 7442774 8056670 7442774 166382 447514 8056670 0 8056670 Publicly Traded Securities 5263072 4714112 548960 548960 Capital Gains Dividends P 5860 5860 5860 554820 9597 0 9597 0 9597 13273 0 0 0 13273 0 3676 3676 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A Choate Hall Stewart LLP 6172484760 Two International Place Boston MA 02110 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 Patricia A Rubbicco Choate Hall Stewart LLP Two Intl Place Boston MA 02110 Trustee 1.00 0 0 0 Anthony F Rubbicco Choate Hall Stewart LLP Two Intl Place Boston MA 02110 Trustee 1.00 0 0 0 William A Lowell Choate Hall Stewart LLP Two Intl Place Boston MA 02110 Trustee 1.00 7538 0 0 Charles Cheever Choate Hall Stewart LLP Two Intl Place Boston MA 02110 Trustee (start Feb 2024) 1.00 0 0 0 NONE 0 Choate Hall & Stewart LLP Two Intl Place Boston MA 02110 Custody, Legal 74080 0 Scholarship Loans (Non-Interest Bearing) To Individuals - Paid Directly To Educational Institutions.Current Year Scholarship Loans: $28,000 28000 28000 6573939 372236 0 6946175 0 0 6946175 104193 6841982 342099 342099 9597 9597 332502 208728 541230 0 541230 524066 28000 552066 541230 456751 0 0 552066 456751 0 0 95315 0 0 0 0 0 0 0 0 445915 0 0 0 Patricia A Rubbicco Anthony F Rubbicco X William A Lowell c/o Choate Hall Stewart PO Box 961019 Boston MA 02196 6172484760 The student applying for the loan must complete the Pattony Foundation's Educational Loan Application, available upon request. The application requests that students provide their academic transcripts, a letter of reference, financial aid information, a current resume and a 500 word essay. Applications must be received by May 15 for the academic year that begins in the fall. Loan amounts may not exceed $8,000. Camp Starfish 873 Main Street 1 Ashby MA 01431 N/A PC General Support 100000 ElderPet PO Box 624 Durham NH 03824 N/A PC General Support 15000 Gather 210 West Road 3 Portsmouth NH 03801 N/A PC General Support 30000 Girl Scouts of the Green & White Mountains 1 Commerce Drive Bedford NH 03110 N/A PC General Support 18200 Greenland Parent Organization 70 Post Road Greenland NH 03840 N/A PC General Support 15000 Hero Pups 20 Portsmouth Avenue 127 Stratham NH 03883 N/A PC General Support 7500 New Hampshire SPCA PO Box 196 Stratham NH 03885 N/A PC General Support 20000 NH Pet Aid PO Box 34 Dover NH 03821 N/A PC General Support 5000 Red's Good Vibes PO Box 1092 Portsmouth NH 03802 N/A PC General Support 75000 Town of Greenland 11 Town Square Greenland NH 03840 N/A GOV Greenland Fire Department 136218 Zebra Crossings 61 Locust Street Dover NH 03820 N/A PC General Support 33500 455418 0 14 23724 14 131744 18 554820 0 710288 0 710288 0 0 0 0 0 0 0 0 0 0 Tax Preparation Fees 3300 1650 1650 20000.000 units Amazon 4.7% 19900 19900 20000.000 units Anheuser-Busch In Bev 4.9% 20544 20544 20000.000 units Apple Inc 3.2% 19254 19254 20000.000 units BP Capital Markets 3..633% 18821 18821 20000.000 units Chevron USA 3.25% 18706 18706 20000.000 units Comcast Corp 4.15% 19537 19537 20000.000 units Costco Wholesale Corp 3% 19189 19189 20000.000 units CSX Corp 3.8% 19490 19490 20000.000 units Goldman Sachs Group 3.5% 19285 19285 20000.000 units Intercontinental Exchange 4.35% 19356 19356 20000.000 units JP Morgan Chase 3.2% 19281 19281 20000.000 units Lockheed Martin Corp 3.9% 18725 18725 15000.000 units MidAmerican Energy 6.75% 17236 17236 20000.000 units Morgan Stanley 3.125% 19388 19388 20000.000 units Pfizer Investment 4.65% 19842 19842 20000.000 units Verizon 4.329% 19688 19688 20000.000 units Walt Disney 3.8% 19169 19169 7370.000 units APHTX 164425 164425 1830.000 units RSP 300632 300632 4380.000 units IVV 2396867 2396867 3025.000 units PYODX 134008 134008 530.000 units IJR 56530 56530 2220.000 units OBSIX 57787 57787 18080.000 units GSIMX 419094 419094 24745.000 units TCIEX 570867 570867 14335.000 units WCMIX 359809 359809 260.000 units HON 55520 55520 700.000 units AMZN 135275 135275 245.000 units HD 84339 84339 510.000 units NKE 38627 38627 1035.000 units TJX 113954 113954 210.000 units PG 34633 34633 1495.000 units WMT 101226 101226 685.000 units GOOG 125643 125643 270.000 units DIS 26808 26808 435.000 units EOG 54753 54753 570.000 units SCHW 42003 42003 620.000 units FI 92405 92405 245.000 units MA 108084 108084 755.000 units ABT 78452 78452 245.000 units DHR 61279 61279 85.000 units TMO 47038 47038 140.000 units UNH 71296 71296 100.000 units ADBE 55554 55554 485.000 units AAPL 102151 102151 295.000 units MSFT 131850 131850 1115.000 units NVDA 137747 137747 620.000 units CP 48813 48813 175.000 units LIN 76792 76792 355.000 units WCN 62253 62253 450.000 units TSM 78460 78460 68576 68576 0 0 21960.000 units APHFX FMV 197224 197224 Filing Fee for MA Form PC 70 0 70 Unrealized Gain on Securities 447514 Various Scholarship Loans to Students 0 Fiduciary Fees 74237 14847 59390 Foreign Taxes 3343 3343 0