2023-10-13T10:34:40-05:00 2023-06-30 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2022-07-01 043577440 Pattony Foundation PATT 6172484760 Choate LLP PO Box 961019 Boston MA 02196 William A Lowell Trustee 6172484760 2023-10-10 1 William Lowell 999009999 0 Nicholas E Porto P01310283 2078792100 2023-10-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 7442774 X X 9189 9189 111516 111516 61526 7331405 61526 182231 182231 7450 0 7450 3150 1575 1575 71884 14766 57118 1695 1695 0 125 0 125 84304 18036 66268 436461 436461 520765 18036 502729 -338534 164195 208866 320963 320963 911295 0 1040439 911295 911295 5037278 4999925 4999925 1034030 987351 987351 30555 223240 223240 7351168 7442774 7442774 0 0 X 7351168 7442774 0 0 0 0 7351168 7442774 7351168 7442774 7351168 -338534 430140 7442774 0 7442774 Publicly Traded Securities 7272009 7269879 2130 2130 Capital Gains Dividends P 59396 59396 59396 61526 2282 0 2282 0 2282 15555 0 0 0 15555 0 13273 13273 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 7450 0 0 NONE 0 Choate Hall & Stewart LLP Two Intl Place Boston MA 02110 Custody, Legal 71884 0 Scholarship Loans (Non-Interest Bearing) To Individuals - Paid Directly To Educational Institutions.Current Year Scholarship Loans: $81,000 81000 81000 6167257 290310 0 6457567 0 0 6457567 96864 6360703 318035 318035 2282 2282 315753 209637 525390 0 525390 502729 81000 583729 525390 515090 0 0 583729 515090 0 0 68639 0 0 0 0 0 0 0 0 456751 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 12 Camp Monomonac Road Ringe NH 03461 N/A PC General Support 90000 Circle Program 85 Main Street Plymouth MA 03264 N/A PC General Support 8000 Easterseals NH 555 Auburn Street Manchester NH 03103 N/A PC General Support 10000 Gather 210 West Road 3 Portsmouth NH 03801 N/A PC General Support 60000 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 10000 Gundalow Company 60 Marcy Street Portsmouth NH 03801 N/A PC General Support 5000 Red's Good Vibes PO Box 1092 Portsmouth NH 03802 N/A PC General Support 100000 Rockingham Nutrition & Meals on Wheels 106 North Road Brentwood NH 03833 N/A PC General Support 20000 Town of Greenland 11 Town Square Greenland NH 03840 N/A GOV Greenland Fire Department 85261 Zebra Crossings 61 Locust Street Dover NH 03820 N/A PC General Support 30000 436461 0 14 9189 14 111516 18 61526 0 182231 0 182231 0 0 0 0 0 0 0 0 0 0 Tax Preparation Fees 3150 1575 1575 60141.192 units DFA Investment Grade Portfolio 592391 592391 2435.000 units iShares Core US Aggregate Bond ETF 238508 238508 16714.959 units Payden Absolute Return Bond Fund 156452 156452 20309.532 units Artisan Focus Fund 362322 362322 4735.000 units Invesco S&P 500 Equal Weight ETF 708546 708546 4880.000 units iShares Core S&P 500 ETF 2175065 2175065 4588.446 units Pioneer Fund 155319 155319 20124.871 units GQG Partners International Opportunities Fund 369291 369291 28977.395 units TIAA-CREF International Equity Index Fund 620116 620116 16154.624 units WCM Focused International Growth Fund 363802 363802 4980.000 units iShares Core MSCI Emerging Markets ETF 245464 245464 25615.011 units Artisan High Income Fund FMV 223240 223240 Filing Fee for MA Form PC 125 0 125 Unrealized Gain on Securities 430140 Various Scholarship Loans to Students 911295 Fiduciary Fees 71884 14766 57118 Foreign Taxes 1695 1695 0