2022-05-12T12:40:30-05:00 2021-12-31 464043138 HENNESSEY TAX SERVICES LLC P O BOX 140 MANSFIELD MA 02048 990PF 2021-01-01 222989001 WELD FOUNDATION-SCIENTIFIC & ENVIRONMENTAL DEVELOPMENT WELD 7815459977 CO PETER SCAHILL 34 HARRIMAN RD HUDSON MA 01749 PETER SCAHILL TRUSTEE 7815459977 2022-05-11 1 PETER SCAHILL XXX-XX-XXXX David Hennessey P01085605 5083379266 2022-05-11 X 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 3074489 X X 6072 4364 71135 71135 110896 1027297 110896 12901 12901 201004 199296 22553 11277 11276 2247 2247 0 6400 3200 3200 35308 18531 16777 1060 1060 0 67568 36315 31253 0 0 67568 36315 31253 133436 162981 68755 120766 120766 168427 210783 206225 1624455 1583814 2066348 98058 113723 112494 492966 556333 568656 2452661 2585419 3074489 0 0 X 1423108 1423108 0 0 1029553 1162311 2452661 2585419 2452661 2585419 2452661 133436 0 2586097 678 2585419 MERRILL LYNCH SHORT TERM TRADING P 2021-01-15 2021-12-30 456665 419265 37400 37400 MERRILL LYNCH LONG TERM TRADING P 2020-01-23 2021-12-30 569143 497136 72007 72007 Capital Gains Dividends P 1489 1489 1489 110896 2265 0 2265 0 2265 0 0 0 0 0 4 2269 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A MERRILL LYNCH PIERCE FENNER & SMITH CO 8006376326 1500 AMERICAN BOULEVARD PENNINGTON NJ 08534 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PETER SCAHILL 34 HARRIMAN ROAD HUDSON MA 01749 PRIVATE TRUSTEE 4.00 22553 0 0 JAMES G ANDERSON 20 SEABORN LEXINGTON MA 02420 PART TIME 1.00 0 0 0 NONE 0 MERRILL LYNCH 101 DERBY STREET HINGHAM MA 02043 INVESTMENT ADVISORY FEES 33554 PETER SCAHILL 34 HARRIMAN ROAD HUDSON MA 01749 TRUSTEE 22553 HENNESSEY TAX SERVICES 200 CHAUNCY STREET MANSFIELD MA 02048 TAX PREPARATION 6400 CASNER & EDWARDS LLP 303 CONGRESS ST BOSTON MA 02210 LEGAL SERVICES 2247 0 0 2504852 73685 312494 2891031 0 0 2891031 43365 2847666 142383 142383 2265 2265 140118 0 140118 0 140118 31253 0 31253 140118 0 0 357682 466152 1185742 393501 2403077 31253 0 0 0 31253 0 108865 108865 2294212 0 0 0 0 0 0 0 2294212 248817 466152 1185742 393501 X 0 0 6072 01 71135 12901 18 110896 0 182031 18973 201004 8 LONG TERM CAPITAL TRADING ACTIVITY 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEE 6400 3200 3200 ML CORPORATE BONDS 113723 112494 ML EQUITY 1583814 2066348 210783 206225 0 0 ML MUTUAL FUNDS AT COST 556333 568656 CASNER & EDWARDS LEGAL FEES 2247 2247 0 TAX COST ADJUSTMENT 678 WIRE FROM BOEING 12901 12901 12901 MERRILL LYNCH ADVISORY FEES 33554 16777 16777 FUNDRAISING FOR ANDERSONS GROUP - INVOICE FOR DEVELOPMENT MANAGER 1754 1754 0 FEDERAL TAXES 139 139 0 FOREIGN TAX 921 921 0