2020-11-11T16:25:52-06:00 2019-12-31 043236498 WALTER & SHUFFAIN PC ONE INTERNATIONAL PLACE SUITE 1010 BOSTON MA 02110 990PF 2019-01-01 474915692 LOFBERG FAMILY FOUNDATION C/O WALTER & SHUFFAIN PC LOFB 6174472700 ONE INTERNATIONAL PLACE NO 1010 BOSTON MA 02110 PER GH LOFBERG TRUSTEE 6174472700 2020-11-11 1 STEPHEN D CANDELARIO P00739148 6174472700 2020-11-09 69.147.160.242 2020-11-11 12:20:30 ES P 97607FD194C09D7029EA29303B2DB024231C35F3 5DFD47D5938E4F0EB6558E32278CFF63090FCAA6 2019 2021-04-22 16:20:28Z X X 8789664 X X 19502 19502 164748 164748 11552 196553 11552 195802 195802 0 0 0 11200 5600 5600 76781 76781 0 4381 2878 0 70 0 70 92432 85259 5670 351094 351094 443526 85259 356764 -247724 110543 24510 26567 26567 252863 35943 35943 2802037 2825249 7250591 319504 509072 542726 787771 787771 933837 4186685 4184602 8789664 8310 8310 0 X 0 0 0 0 4178375 4184602 4178375 4184602 4186685 4184602 4178375 -247724 253951 4184602 0 4184602 PUBLICLY TRADED SECURITIES P 179556 169216 10340 10340 PUBLICLY TRADED SECURITIES P 16997 15785 1212 1212 11552 0 146231 7122292 0.020531 102891 3059599 0.033629 12353 2153355 0.005737 0 567051 0.000000 0.059897 0.014974 7427797 111224 1105 112329 356764 X 1105 0 1105 0 1105 3440 0 0 3440 0 2335 2335 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A WALTER SHUFFAIN PC 6174472700 ONE INTERNATIONAL PLACE BOSTON MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PER GH LOFBERG 110 ELM STREET S DARMOUTH MA 027483802 TRUSTEE 2.00 0 0 0 MARGARET M LOFBERG 110 ELM STREET S DARMOUTH MA 027483802 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 7515301 25610 0 7540911 0 0 7540911 113114 7427797 371390 371390 1105 1105 370285 0 370285 0 370285 356764 0 356764 1105 355659 370285 351084 0 0 356764 351084 0 0 5680 0 0 0 0 0 0 0 0 364605 0 0 0 PER GH LOFBERG MARGARET M LOFBERG X CHURCH ARMY USA PO BOX 413 ALIQUIPPA PA 15001 PC CHARITABLE DONATION 10000 COLUMBIA UNIVERSITY 2970 BROADWAY NEW YORK NY 10027 PC CHARITABLE DONATION 75000 DIVINE MERCY CARE 4001 FAIR RIDGE DR STE 305 FAIRFAX VA 22033 PC CHARITABLE DONATION 30000 CHILDREN'S ADVOCACY CENTER 58 ARCH STREET FALL RIVER NY 02724 PC CHARITABLE DONATIONCHARITABLE DONACHARITABLE DONATION 50000 PRESBYTERIAN EVANGELISTIC FELLOWSHIP 100 5TH STREET BRISTOL TN 37620 PC CHARITABLE DONATION 7038 FIRST CHURCH OF CHRIST IN WETHERSFIELD 250 MAIN STREET WETHERSFIELD CT 06109 PC CHARITABLE DONATION 30000 RUFF HOUSE RESCUE INC PO BOX 365 OCEANSIDE NY 11572 PC CHARITABLE DONATION 10000 MIDDLESEX SCHOOL 1400 LOWELL ROAD CONCORD MA 01742 PC CHARITABLE DONATION 5000 NATIONAL ABORTION FEDERATION 1090 VERMONT AVENUE WASHINGTON DC 20005 PC CHARITABLE DONATION 25000 ST TIMOTHY MIDDLE SCHOOL 225 KING PHILIP DRIVE WEST HARTFORD CT 06117 PC CHARITABLE DONATION 5000 SYLVIA RIVERA LAW PROJECT 147 W 24TH ST 5TH FLOOR NEW YORK NY 10011 PC CHARITABLE DONATION 7028 ALMA DEL MAR FOUNDATION 515 BELLEVILLE AVE NEW BEDFORD MA 02746 PC CHARITABLE DONATION 50000 FRIENDS ACADEMY 1088 TUCKER RD DARTMOUTH MA 02747 PC CHARITABLE DONATION 5000 FRIENDS OF JACK FOUNDATION PO BOX 419 MATTAPOISETT MA 02739 PC CHARITABLE DONATION 5000 LOLA CHILDREN'S FUND 456 MAIN STREET AMESBURY MA 01913 PC CHARITABLE DONATION 7028 MOUNT AIRY CENTER 869 MOUNT AIRY RD DAVIDSONVILLE CT 21035 PC CHARITABLE DONATION 30000 351094 0 14 19502 14 164748 18 11552 0 195802 0 195802 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 11200 5600 5600 CORPORATE BONDS 509072 542726 EQUITIES (COMMON STOCK) 2802000 7225189 EQUITIES (PREFERRED STOCK) 23249 25402 EXCHANGE TRADED FUNDS AT COST 787771 933837 MA FORM PC FILING FEE 70 0 70 PENDING TRADES 253951 INVESTMENT ADVISORY FEES 76781 76781 0 FOREIGN TAXES W/H 2878 2878 0 EXCISE TAXES 1503 0 0