2022-11-11T07:05:52-08:00 2021-12-31 JKJ Tax Compliance & Planning 106 Chandlers Wharf Portland ME 04101 990PF 2021-01-01 043382858 MARGARET S LINDSAY FOUNDATION OF 1989 MARG 6177332020 320 CONANT ROAD WESTON MA 02493 JBRIAN POTTS TRUSTEE 6177332020 2022-05-15 JBRIAN POTTS XXX-XX-XXXX JILL K JAWORSKI P01082870 9788849962 2022-11-09 X 3 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z X 6674381 X X 48356 43689 148121 1040167 150731 0 5847 10015 202324 204435 64000 64000 0 3878 3878 0 8866 8866 0 153 118 35 76897 72984 3913 320000 320000 396897 72984 323913 -194573 131451 567689 474275 474275 0 0 2754049 2407876 5139582 0 733148 978162 1060524 0 0 0 0 4054886 3860313 6674381 0 0 0 0 0 X 4054886 3860313 4054886 3860313 4054886 3860313 4054886 -194573 3860313 3860313 PUBLICLY TRADED SECURITIES-VANGUARD P 2020-01-01 2021-12-31 1040167 0 889436 150731 0 0 0 150731 150731 1827 0 1827 0 1827 6603 0 6603 -6603 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 275 GROVE ST STE 2-400 NEWTON MA 02466 TRUSTEE 0.00 22000 0 0 JBRIAN POTTS 320 CONCANT ROAD WESTON MA 02493 TRUSTEE 0.00 22000 0 0 GINA REGINA 31 CRANBERRY RUN EAST FALMOUTH MA 02536 TRUSTEE 0.00 10000 0 0 DAVID H VAUGHN 10 PERRY ROAD NATICK MA 01760 TRUSTEE 0.00 10000 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 6111780 437423 0 6549203 0 6549203 98238 6450965 322548 322548 1827 1827 320721 320721 320721 323913 0 323913 320721 80821 0 0 0 0 0 0 323913 80821 0 243092 0 0 0 0 0 77629 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 15000 SHELTER MUSIC BOSTON 1337 MASSACHUSETTS AVE 116 ARLINGTON MA 02476 PC MUSIC FOR ORGANIZATIONSDEDICATED TO HELPING PEOPLEWHO ARE HOMELESS OR RECOVERING 50000 LUCY LOVE BUS 21 WATER STREET SUITE 302 AMESBURY MA 01913 PC TO IMPROVE QUALITY OF LIFEFOR CHILDREN WITH CANCER & LIFE THREATENING ILLNESS 45000 COURAGEOUS PARENTS NETWORK 21 ROCHESTER ROAD NEWTON MA 02458 PC EMPOWERS FAMILIES ANDPROVIDERS CARING FORCHILDREN WITH SERIOUS ILLNESS 40000 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 DANA FARBER PACT CPN AWARD 450 BROOKLINE AVENUE BOSTON MA 02215 PC CARING OF CHILDREN WITHSERIOUS ILLNESS& THEIR FAMILIES. 5000 HALE EDUCATION 80 CARBY STREET WESTWOOD MA 02090 PF PROVIDE EDUCATION TOINSPIRE LEARNING EMPOWERUS TO LEAD & UNITE PEOPLE 50000 NAN PROJECT 125 HARTWELL AVENUE LEXINGTON MA 02421 PC PROMOTE MENTAL HEALTHAWARENESS & SUICIDEPREVENTION FOR YOUNG PEOPLE 10000 PEOPLE FOR CATS PO BOX 422 FALMOUTH MA 02574 PC STRIVE TO PLACE CATS ANDKITTENS TO APPROPRIATE,RESPONSIBLE & LOVING HOMES 5000 METROWEST LEGAL SERVICES 63 FOUNDATION ST SUITE 304 FRAMINGHAM MA 01702 PC FREE LEGAL AID TO LOW-INCOME PEOPLE AND VICTIMS OF CRIME WHO NEED OUR HELP 10000 OREGON HEALTH & SCIENCE UNIVERSITY M HOLLNAD CPN PO BOX 29017 PORTLAND OR 97296 PC A NATIONAL LEADER IN HEALTH & SCIENCEIMPROVING THE HEALTH &WELL-BEING THROUGH EDUCATION 25000 320000 0 14 43689 4667 18 148121 ROYALTY RECEIPTS 15 5847 197657 4667 202324 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 3878 3878 351396 334045 17351 687805 558001 129804 966 966 PUBLICLY TRADED STOCK 2407876 5139582 OTHER ALT INVESTMENTS-SEE DETAIL ATTACHED 120000 112000 OTHER INVESTMENT-PARTNERSHIP 858162 948524 STATE FILING FEE 35 35 BANK FEES 118 118 ROYALTY 5847 5847 PARTNERSHIP ACTIVITY 0 4168 2020 FEDERAL 8750 8750 FOREIGN TAXES 116 116