2025-11-14T13:48:57-06:00 2025-06-30 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2024-07-01 043577440 Pattony Foundation PATT 6172484760 Choate LLP PO Box 961019 Boston MA 02196 William A Lowell Trustee 6172484760 2025-08-15 1 0 Connor Smart P02285543 2078792100 2025-08-15 2024 2025-03-06 01:10:19Z X 8230931 X X 61845 61845 110578 110578 268386 3058213 268386 440809 440809 8367 0 8367 4500 2250 2250 79527 15906 63621 8320 2396 0 70 0 70 100784 20552 74308 549467 549467 650251 20552 623775 -209442 420257 330688 314533 314533 543667 0 707797 543667 543667 68576 497006 497006 6424974 5980379 5980379 327411 895346 895346 197224 0 0 8056670 8230931 8230931 0 0 X 8056670 8230931 0 0 0 0 8056670 8230931 8056670 8230931 8056670 -209442 383703 8230931 0 8230931 Publicly Traded Securities 2994448 2789827 204621 204621 Capital Gains Dividends P 63765 63765 63765 268386 5842 0 5842 0 5842 9600 0 0 0 9600 0 3758 3758 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A Choate Hall Stewart LLP 6172484760 Two International Place Boston MA 02110 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Patricia A Rubbicco Choate Hall Stewart LLP Two Intl Place Boston MA 02110 Trustee 1.00 0 0 0 Anthony F Rubbicco Choate Hall Stewart LLP Two Intl Place Boston MA 02110 Trustee (end 12/2024) 1.00 0 0 0 William A Lowell Choate Hall Stewart LLP Two Intl Place Boston MA 02110 Trustee 1.00 8367 0 0 Charles Cheever Choate Hall Stewart LLP Two Intl Place Boston MA 02110 Trustee 1.00 0 0 0 NONE 0 Choate Hall & Stewart LLP Two Intl Place Boston MA 02110 Custody, Legal 78817 0 0 7340597 410902 0 7751499 0 0 7751499 116272 7635227 381761 381761 5842 5842 375919 177000 552919 0 552919 623775 0 623775 552919 445915 0 0 623775 445915 0 0 177860 0 0 0 0 0 0 0 0 375059 0 0 0 Patricia A Rubbicco Anthony F Rubbicco X Camp Starfish 873 Main Street 1 Ashby MA 01431 N/A PC General Support 88293 ElderPet PO Box 624 Durham NH 03824 N/A PC General Support 10000 Gather 210 West Road 3 Portsmouth NH 03801 N/A PC General Support 50000 Girl Scouts of the Green & White Mountains 1 Commerce Drive Bedford NH 03110 N/A PC General Support 20000 Hero Pups 20 Portsmouth Avenue 127 Stratham NH 03883 N/A PC General Support 30000 New Hampshire SPCA PO Box 196 Stratham NH 03885 N/A PC General Support 43600 NH Pet Aid PO Box 34 Dover NH 03821 N/A PC General Support 10000 Project Place Gatehouse 1145 Washington Street Boston MA 03883 N/A PC General Support 50000 Red's Good Vibes PO Box 1092 Portsmouth NH 03802 N/A PC General Support 100000 Town of Greenland 11 Town Square Greenland NH 03840 N/A GOV Greenland Police Deparment 110574 Zebra Crossings 61 Locust Street Dover NH 03820 N/A PC General Support 37000 549467 0 14 61845 14 110578 18 268386 0 440809 0 440809 0 0 0 0 0 0 0 0 0 0 Tax preparation fees 4500 2250 2250 Educational Loan Program Form 990-PF, Part XIV, Lines 2a through 2d: The Foundation issued educational loans to qualifying applicants in previous tax years. However, as of the end of this tax period covered by this Form 990-PF, the Foundation has ceased to issue any new educational loans. Existing and outstanding student and/or educational loans issued by the Foundation will either be forgiven or paid down over time during the length of the loans' timelines until all such balances are eliminated. 20000.000 units Amazon 4.7% 20461 20461 20000.000 units Anheuser-Busch In Bev 4.9% 20999 20999 20000.000 units Apple Inc 3.2% 19747 19747 30000.000 units Bank of America 5.202% 30945 30945 30000.000 units BP Capital Markets 3..633% 29354 29354 20000.000 units Chevron USA 3.25% 19534 19534 30000.000 units Comcast Corp 4.15% 30206 30206 20000.000 units Costco Wholesale Corp 3% 19777 19777 20000.000 units CSX Corp 3.8% 20070 20070 12429.856 units DFAPX 125914 125914 30000.000 units Goldman Sachs Group 3.5% 29789 29789 30000.000 units Intercontinental Exchange 4.35% 30108 30108 20000.000 units Lockheed Martin Corp 3.9% 19292 19292 15000.000 units MidAmerican Energy 6.75% 16895 16895 30000.000 units Morgan Stanley 3.125% 30025 30025 13708.765 units PYAIX 130233 130233 20000.000 units Pfizer Investment 4.65% 20378 20378 25000.000 units S&P Global Inc 5.25% 26356 26356 30000.000 units Verizon 4.329% 30485 30485 20000.000 units Walt Disney 3.8% 19900 19900 8630.345 units BGHIX 88173 88173 30000.000 units Honeywell International 4.25% 30674 30674 30000.000 units JP Morgan Chase 5.35% 30998 30998 30000.000 units UnitedHealth Group 4.2% 29205 29205 25000.000 units United Parcel Service 4.875% 25828 25828 138.000 units PWR 52175 52175 730.000 units AMZN 160155 160155 245.000 units HD 89827 89827 890.000 units TJX 109906 109906 210.000 units PG 33457 33457 1250.000 units WMT 122225 122225 685.000 units GOOG 121512 121512 276.000 units DIS 34365 34365 435.000 units EOG 52030 52030 620.000 units FI 106894 106894 213.000 units MA 119693 119693 80.000 units MSCI 46139 46139 225.000 units PGR 60044 60044 755.000 units ABT 102688 102688 171.000 units DHR 33834 33834 80.000 units LLY 62362 62362 203.000 units ADBE 78537 78537 485.000 units AAPL 99507 99507 295.000 units MSFT 146736 146736 1077.000 units NVDA 170166 170166 9126.641 units APHTX 233186 233186 3137.000 units IVV 1947763 1947763 12885.000 units OAKM 330887 330887 440.000 units VO 123597 123597 620.000 units CP 49147 49147 18080.000 units GSIMX 409693 409693 175.000 units LIN 82107 82107 665.000 units NVO 45898 45898 19588.607 units TCIX 519490 519490 390.000 units WCN 72821 72821 9556.667 units WCMIX 261279 261279 450.000 units TSM 102259 102259 497006 497006 0 0 MA Form PC filing fees 70 0 70 Unrealized gains on securities 383703 Various Scholarship Loans to Students 0 Fiduciary and investment management fees 79527 15906 63621 Excise taxes 5924 0 0 Foreign taxes 2396 2396 0