2022-11-10T12:00:07-06:00 2021-12-31 041433295 HEMENWAY & BARNES LLP 75 STATE STREET BOSTON MA 021091466 990PF 2021-01-01 542082336 LYNDON PAUL LORUSSO CHARITABLE FOUNDATIO LYND 6172277940 HEMENWAY BARNES PO BOX 96129 BOSTON MA 02196 MICHAEL PUZO TRUSTEE 6172277940 2022-11-08 1 MICHAEL PUZO 999009999 ALBANA SULA P01456732 6172277940 2022-11-08 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 34923134 X X 9903 9903 123637 123637 859945 3179373 859945 20891 20891 1014376 1014376 45177 0 45177 60524 0 60524 3282 0 3282 52460 2358 39841 12387 0 37426 30118 553 211256 32476 149377 727500 727500 938756 32476 876877 75620 981900 10770884 5239448 5239448 22776385 22694110 23233327 0 5691564 5629379 882400 61420 833367 820980 820980 34380636 34446102 34923134 5478 35 0 5513 0 X 34375123 34446102 34375123 34446102 34380636 34446102 34375123 75620 0 34450743 4641 34446102 WELLS FARGO #9588 P 2021-12-31 48764 43678 5086 5086 WELLS FARGO #9588 P 2021-12-31 1294600 1147548 147052 147052 WELLS FARGO #9588 P 2021-12-31 335577 183054 152523 152523 SALE OF MAGELLAN MIDSTREAM PRTNS P 2021-12-31 40235 49413 -9178 -9178 WELLS FARGO #7733 P 2021-12-31 1594 1499 95 95 WELLS FARGO #7733 P 2021-12-31 1913 1554 359 359 WELLS FARGO #7733 P 2021-12-31 740414 550263 190151 190151 WELLS FARGO #3357 P 2021-12-31 684111 329237 354874 354874 HEMENWAY & BARNES P 2021-12-31 31265 13182 18083 18083 CAPITAL GAINS DIVIDENDS P 900 900 900 859945 13648 0 13648 0 13648 8000 0 16000 0 24000 0 10352 10352 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A MICHAEL J PUZO 6172277940 HEMENWAY BARNES LLP 75 STATE ST BOSTON MA 021091466 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JULENE AUGUSTA PO BOX 961209 BOSTON MA 02196 TRUSTEE 0.00 0 0 0 HOLLY HARNEY PO BOX 961209 BOSTON MA 02196 TRUSTEE 0.00 0 0 0 MICHAEL J PUZO PO BOX 961209 BOSTON MA 02196 TRUSTEE 0.00 0 0 0 SAMUEL A LORUSSO PO BOX 961209 BOSTON MA 02196 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 26129392 9720498 0 35849890 0 0 35849890 537748 35312142 1765607 1765607 13648 13648 1751959 0 1751959 0 1751959 876877 0 876877 1751959 715890 0 0 876877 715890 0 0 160987 0 0 0 0 0 0 0 0 1590972 0 0 0 X ARC OF GREATER PLYMOUTH AND UPPER CAPE COD 52 ARMSTRONG ROAD PLYMOUTH MA 02360 GENERAL OPERATING SUPPORT 10000 BARNSTABLE HIGH SCHOOL PO BOX 248 CENTERVILLE MA 02632 FOR THE BOYS HOCKEY TEAM 5000 BARNSTABLE YOUTH HOCKEY ASSOCIATION PO BOX 312 HYANNIS MA 02532 GENERAL OPERATING SUPPORT 2500 BOURNE HIGH SCHOOL 75 WATERHOUSE ROAD BOURNE MA 02532 FOR SCHOLARSHIPS FOR HIGH SCHOOL SENIORS WITH FINANCIAL NEED 8000 BOYS AND GIRLS CLUB CAPE COD PO BOX 895 31 FRANK E HICKS DRIVE MASHPEE MA 02649 GENERAL OPERATING SUPPORT 25000 CALMER CHOICE PO BOX 939 SOUTH YARMOUTH MA 02664 GENERAL OPERATING SUPPORT 20000 CAPE ABILITIES INC 895 MARY DUNN ROAD HYANNIS MA 02601 GENERAL OPERATING SUPPORT 75000 CAPE COD CHALLENGER CLUB INC 418 BUMPS RIVER ROAD OSTERVILLE MA 02655 GENERAL OPERATING SUPPORT 5000 CAPE COD CHILDREN'S PLACE INC PO BOX 1935 NORTH EASTHAM MA 02651 GENERAL OPERATING SUPPORT 10000 CAPE COD TECH FOUNDATION 351 PLEASANT LAKE AVENUE HARWICH MA 02645 FOR STUDENT SCHOLARSHIPS AND TOOLSHIPS FOR GRADUATING STUDENTS WITH FINANCIAL NEED 9000 CHILD AND FAMILY SERVICES 3057 ACUSHNET AVE NEW BEDFORD MA 02745 FOR PROGRAMS AND SERVICES ON CAPE COD 10000 CHILDREN'S COVE PO BOX 427 BARNSTABLE MA 02630 GENERAL OPERATING SUPPORT 5000 CHIP'S HOUSE 9 PARK AVENUE CENTERVILLE MA 02632 GENERAL OPERATING SUPPORT 10000 COMMUNITY HEALTH CENTER OF CAPE COD 107 COMMERCIAL STREE MASHPEE MA 02649 GENERAL OPERATING SUPPORT 100000 DENNIS-YARMOUTH REGIONAL SCHOOL DISTRICT 296 STATION AVENUE SOUTH YARMOUTH MA 02664 FOR SCHOLARSHIPS FOR HIGH SCHOOL SENIORS WITH FINANCIAL NEED 16000 DUFFY HEALTH CENTER 94 MAIN STREET HYANNIS MA 02601 GENERAL OPERATING SUPPORT 10000 FALMOUTH SERVICE CENTER INC 611 GIFFORD STREET FALMOUTH MA 02540 GENERAL OPERATING SUPPORT 75000 FAMILY PANTRY OF CAPE COD CORP THE 133 QUEEN ANNE ROAD HARWICH MA 02645 GENERAL OPERATING SUPPORT 20000 GOOD GRIEF CAPE COD 76 BONITO AVE EAST FALMOUTH MA 02536 GENERAL OPERATING SUPPORT 5000 GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON MA 02118 GENERAL OPERATING SUPPORT FOR MEMBER AGENCIES ON CAPE COD 100000 HOMELESS NOT HOPELESS 310 OCEAN ST HYANNIS MA 02601 GENERAL OPERATING SUPPORT 10000 HOMELESS PREVENTION COUNCIL INC 14 OLD TOTE ROAD ORLEANS MA 02653 GENERAL OPERATING SUPPORT FOR CAPE COD 10000 LOWER CAPE OUTREACH COUNCIL INC PO BOX 665 ORLEANS MA 02653 GENERAL OPERATING SUPPORT 10000 MASHPEE SCHOLARSHIP FOUNDATION TRUST PO BOX 1284 MASHPEE MA 02649 FOR SCHOLARSHIPS FOR MASHPEE HIGH SCHOOL SENIORS WITH FINANCIAL NEED 8000 MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS (MSPCA) 350 SOUTH HUNTINGTON AVENUE BOSTON MA 02130 FOR PROGRAMS AND SERVICES ON CAPE COD, INCLUDING THE CAPE WAGS FOR TAGS PET VISITATION PROGRAM. 20000 NAMI CAPE COD 5 MARK LANE HYANNIS MA 02601 GENERAL OPERATING SUPPORT 10000 NAUSET REGIONAL HIGH SCHOOL 100 CABLE ROAD EASTHAM MA 02642 FOR SCHOLARSHIPS FOR HIGH SCHOOL SENIORS 14000 SCHOLARSHIP AMERICA INC FBO MONOMOY DOLLARS FOR SCHOLARS PO BOX 244 NORTH CHATHAM MA 02650 FOR SCHOLARSHIPS FOR MONOMOY REGIONAL HIGH SCHOOL STUDENTS WITH FINANCIAL NEED 10000 SCHOLARSHIP ASSOCIATION OF FALMOUTH PO BOX 369 FALMOUTH MA 02541 FOR SCHOLARSHIPS FOR HIGH SCHOOL SENIORS 13000 TEAM MAUREEN PO BOX 422 NORTH FALMOUTH MA 02556 GENERAL OPERATING SUPPORT 10000 TOMMY'S PLACE FOUNDATION INC 90 SHORE AVENUE QUINCY MA 02169 GENERAL OPERATING SUPPORT 25000 TOWN OF SANDWICH 130 MAIN STREET SANDWICH MA 02563 FOR SCHOLARSHIPS FOR SANDWICH HIGH SCHOOL SENIORS WITH FINANCIAL NEED 11000 UPPER CAPE COD REGIONAL TECHNICAL HIGH SCHOOL 220 SANDWICH ROAD BOURNE MA 02532 FOR SCHOLARSHIPS FOR HIGH SCHOOL SENIORS WITH FINANCIAL NEED 11000 VETERANS OUTREACH CENTER CAPE & ISLANDS 247 STEVENS STREET SUITE E HYANNIS MA 02601 GENERAL OPERATING SUPPORT 10000 WINGS OF FALMOUTH FAMILIES PO BOX 843 FALMOUTH MA 02541 GENERAL OPERATING SUPPORT 35000 727500 0 14 9903 14 123637 14 20891 18 859945 0 1014376 0 1014376 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3282 0 3282 HYANNIS START MOTEL 2017-01-01 483100 49032 SL 39.000000000000 12387 0 WHITEHALL 2019-01-01 225527 225527 0.000000000000 0 0 HYANNIS START LAND 2017-01-01 399300 0.000000000000 0 0 HEMENWAY & BARNES 5691564 5629379 INDEPENDENCE PARK, INC 12567844 11099900 HEMENWAY & BARNES 10126266 12133427 HYANNIS START MOTEL 483100 61419 421681 WHITEHALL 225527 225527 0 HYANNIS START LAND 399300 0 399300 LEGAL FEES 60524 0 60524 BOOK/TAX ADJUSTMENT 4641 INVESTMENT EXPENSE 30118 30118 0 FILING FEE 553 0 553 CLOSING FEE 255 0 0 COLLECTION FEE 6000 0 0 EVICTION FEE 500 0 0 PARTNERSHIP INCOME 20891 20891 20891 ACCRUED MA TAX 35 0 FEDERAL EXCISE TAX 2261 0 0 FOREIGN TAXES WITHHELD 2358 2358 0 REAL ESTATE TAXES 39841 0 39841 FEDERAL ESTIMATES 8000 0 0