2023-11-13T08:25:39-08:00 2022-12-31 JKJ Tax Compliance & Planning 106 Chandlers Wharf Portland ME 04101 990PF 2022-01-01 043382858 MARGARET S LINDSAY FOUNDATION OF 1989 MARG 6177332020 320 CONANT ROAD WESTON MA 02493 JBRIAN POTTS TRUSTEE 6177332020 2023-11-06 true JBRIAN POTTS XXX-XX-XXXX true JILL K JAWORSKI P01082870 9788849962 2023-11-13 X 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 5028915 X X 53124 50024 6858 578094 6858 0 14697 -11073 74679 45809 80000 80000 0 1987 1987 0 63 63 0 172 172 47 12 35 82269 80075 2194 285000 285000 367269 80075 287194 -292590 0 474275 608318 608318 0 0 143538 143414 2407876 1803340 3141902 0 978162 1012527 1135281 0 0 0 0 3860313 3567723 5028915 0 0 0 0 0 X 3860313 3567723 3860313 3567723 3860313 3567723 3860313 -292590 3567723 3567723 PUBLICLY TRADED SECURITIES-VANGUARD P 2021-01-01 2022-12-31 578094 0 571236 6858 0 0 0 6858 6858 0 0 0 0 0 4776 0 4776 -4776 4776 4776 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 20000 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 0 5042983 563695 5606678 0 5606678 84100 5522578 276129 276129 0 0 276129 276129 276129 287194 0 287194 276129 77629 0 0 0 0 0 0 287194 77629 0 209565 0 0 0 0 0 66564 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 THE ELLIE FUND 200 RESERVOIR STREET SUITE 300 NEEDHAM MA 02494 PC SUPPORTING BREAST CANCERPATIENTS WITH ESSENTIALSERVICES TO EASE THE STRESS 25000 SHELTER MUSIC BOSTON 1337 MASSACHUSETTS AVE 116 ARLINGTON MA 02476 PC MUSIC FOR ORGANIZATIONSDEDICATED TO HELPING PEOPLEWHO ARE HOMELESS OR RECOVERING 25000 LUCY LOVE BUS 21 WATER STREET SUITE 302 AMESBURY MA 01913 PC TO IMPROVE QUALITY OF LIFEFOR CHILDREN WITH CANCER & LIFE THREATENING ILLNESS 25000 COURAGEOUS PARENTS NETWORK 21 ROCHESTER ROAD NEWTON MA 02458 PC EMPOWERS FAMILIES ANDPROVIDERS CARING FORCHILDREN WITH SERIOUS ILLNESS 75000 MARTHA VINEYARD CANCER SUPPORT PO BOX 2214 VINEYARD HAVEN MA 02568 PC ENHANCE QUALITY OF LIFEFOR CANCER PATIENTS & FAMILIESBY SUPPORT GROUPS & FINACIAL SUPPORT 10000 CAMP CASCO PO BOX 330 SUDBURY MA 01776 PC HELPING KIDS AFFECTEDBY CHILDHOOD CANCER 5000 HALE EDUCATION INC 80 CARBY STREET WESTWOOD MA 02090 PF PROVIDE EDUCATION TOINSPIRE LEARNING EMPOWERUS TO LEAD & UNITE PEOPLE 15000 ARTS WAYLAND PO BOX 272 WAYLAND MA 01778 PF TO PROMOTE CREATIVE EXPRESSIONTO INSPIRE, MOTIVATE & SUPPORTARTISTS OF ALL MEDIUMS 25000 HOSPITALITY HOMES PO BOX 15265 BOSTON MA 02215 PF HELP PATIENTS FROM OUT OF TOWNOVERCOME A KEY OBSTACLE TOTHEIR HOPE FOR CARE IN BOSTON 10000 COMMUNITY MUSIC CENTER 34 WARREN AVENUE BOSTON MA 02116 PF MISSION TO TRANSFORM LIVESBY PROVIDING EQUITABLE ACCESSTO MUSIC EDUCATION & ARTS EXPERIENCES 20000 285000 0 14 50024 3100 18 153 18 6858 ROYALTY RECEIPTS 15 14544 71579 3100 74679 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 1987 1987 571692 571236 456 6402 6402 PUBLICLY TRADED STOCK 1803340 3141902 143538 143414 OTHER ALT INVESTMENTS-SEE DETAIL ATTACHED 979227 1087801 OTHER INVESTMENT-PARTNERSHIP 33300 47480 STATE FILING FEE 35 35 BANK FEES 12 12 ROYALTY 14544 14544 PARTNERSHIP ACTIVITY 0 -27062 NONDIVIDEND DISTRIBUTION 221 0 CASH IN LIEU 30 30 PARTNERSHIP-FINAL -98 1415 FOREIGN TAXES 63 63