2025-04-13T08:34:13-05:00 2024-11-30 042946193 PF BRUNO & CO 230 BROADWAY SUITE 105 LYNNFIELD MA 01940 990PF 2023-12-01 043449084 CHARLES FAMILY CHARITABLE FOUNDATION CHAR 7864179103 65 EASTERN POINT BLVD WEST GLOUCESTER MA 019304433 THEODORE E CHARLES TRUSTEE 7864179103 2025-04-13 1 1 PATRICK F BRUNO CPA P00534375 7815922727 X 2023 2025-03-06 01:10:19Z X 1904685 X X 147 147 147 42993 42993 42993 58879 104512 58879 0 102019 102019 43140 0 0 0 0 5782 0 0 0 5782 0 0 0 84100 84100 89882 0 0 84100 12137 102019 43140 4786 55619 55619 791448 752752 1849066 796234 808371 1904685 0 0 X 0 0 0 0 796234 808371 796234 808371 796234 808371 796234 12137 0 808371 0 808371 1,000 SHS CISCO 2002-11-30 2024-07-26 47785 26217 21568 21568 1,200 SHS BANK OF AMERICA 2014-08-21 2024-11-25 56727 19416 37311 37311 58879 0 1418 0 1418 0 1418 0 0 0 0 0 X 32 1450 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A THEODORE E CHARLES TRUSTEE 7864179103 3400 SW 27TH AVE 1104 COCONUT GROVE FL 331335319 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THEODORE E CHARLES 3400 SW 27TH AVE 1104 COCONUT GROVE FL 331335319 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 1688174 30203 0 1718377 0 0 1718377 25776 1692601 84630 X 84100 0 84100 X 43140 40354 42345 32863 158702 36669 34301 35993 27934 134897 84100 86900 67025 72100 310125 0 0 0 0 0 84100 86900 67025 72100 310125 0 0 56420 49587 51416 51120 208543 0 0 0 0 THEODORE E CHARLES X THEODORE E CHARLES 3400 SW 27TH AVE 1104 COCONUT GROVE FL 331335319 7864179103 NONE NONE NONE ALZHEIMERS ASSOCIATION 309 WAVERLEY OAKS ROAD WALTHAM MA 02452 N/A NON-PROFIT CORP. CHARITABLE 2500 ALZHEIMERS ASSOCIATION 309 WAVERLEY OAKS ROAD WALTHAM MA 02452 N/A NON-PROFIT CORP. CHARITABLE 10500 CAPE ANN ART HAVEN 20 MAPLEWOOD AVENUE UNIT 3 GLOUCESTER MA 01930 N/A NON-PROFIT CORP. CHARITABLE 1000 CAPE ANN MUSEUM 27 PLEASANT STREET GLOUCESTER MA 01930 N/A NON-PROFIT CORP. CHARITABLE 12600 CAPE ANN PLEIN AIR P O BOX 571 ESSEX MA 01929 N/A NON-PROFIT CORP. CHARITABLE 500 COPLEY SOCIETY 158 NEWBURY STREET BOSTON MA 02116 N/A NON-PROFIT CORP. CHARITABLE 1500 COPLEY SOCIETY 158 NEWBURY STREET BOSTON MA 02116 N/A NON-PROFIT CORP. CHARITABLE 11500 GLOUCESTER STAGE 267 EAST MAIN STREET GLOUCESTER MA 01930 N/A NON-PROFIT CORP. CHARITABLE 6400 HISTORIC NEW ENGLAND 151 ESSEX STREET HAVERHILL MA 01832 N/A NON-PROFIT CORP. CHARITABLE 5000 MASS EYE AND EAR 243 CHARLES STREET BOSTON MA 02114 N/A NON-PROFIT CORP. CHARITABLE 1000 MIAMI LIGHTHOUSE FOUNDATION FOR THE BLIND 601 SW 8TH AVENUE MIAMI FL 33130 N/A NON-PROFIT CORP. CHARITABLE 3500 PATHWAYS FOR CHILDREN 29 EMERSON AVENUE GLOUCESTER MA 01930 N/A NON-PROFIT CORP. CHARITABLE 2500 REGIS COLLEGE 235 WELLESLEY STREET WESTON MA 02493 N/A NON-PROFIT CORP. CHARITABLE 1000 ROCKPORT ART ASSOCIATION 12 MAIN STREET ROCKPORT MA 01966 N/A NON-PROFIT CORP. CHARITABLE 3500 ROCKPORT MUSIC 16 MAIN STREET ROCKPORT MA 01966 N/A NON-PROFIT CORP. CHARITABLE 500 THE OPEN DOOR 28 EMERSON AVENUE GLOUCESTER MA 01930 N/A NON-PROFIT CORP. CHARITABLE 2000 YMCA OF THE NORTH SHORE 10 CENTENNIAL DRIVE SUITE 105 PEABODY MA 01960 N/A NON-PROFIT CORP. CHARITABLE 5000 ADDISON GILBERT SOCIETY 41 MALL ROAD BURLINGTON MA 01805 N/A NON-PROFIT CORP. CHARITABLE 1000 ESSEX COUNTY COMMUNITY FOUNDATION 175 ANDOVER STREET SUITE 101 DANVERS MA 01923 N/A NON-PROFIT CORP. CHARITABLE 5000 FRIENDS OF THE DOG PARK 34 PERKINS STREET PEABODY MA 01960 N/A NON-PROFIT CORP. CHARITABLE 100 GLOUCESTER HIGH SCHOOL SAILING TEAM 32 LESLIE O JOHNSON ROAD GLOUCESTER MA 01930 N/A NON-PROFIT CORP. CHARITABLE 1000 GLOUCESTER EDUCATION FOUNDATION 185 MAIN STREET GLOUCESTER MA 01930 N/A NON-PROFIT CORP. CHARITABLE 1000 SAMARITANS PO BOX 3000 BOONE NC 28607 N/A NON-PROFIT CORP. CHARITABLE 2000 SAWYER FREE LIBRARY 21 MAIN STREET GLOUCESTER MA 01930 N/A NON-PROFIT CORP. CHARITABLE 1500 NORTH SHORE ART ASSOCIATION 111 PIRATES LANE GLOUCESTER MA 01930 N/A NON-PROFIT CORP. CHARITABLE 2000 84100 0 14 147 14 42993 58879 0 43140 58879 102019 8 THE SALE OF PUBLICALY TRADED STOCK GENERATED CASH WHICH WAS THEN 8 USED FOR THE CHARITABLE FOUNDATION'S MISSION OF DONATING TO 8 WORTHWHILE CHARITABLE ORGANIZATIONS. 0 0 0 0 0 0 0 0 0 0 MARKETABLE SECURITIES 752752 1849066 CHARITABLE FUNCTION 1523 0 0 0 FEDERAL INCOME TAX 764 0 0 0 ACCOUNTING FEES 3495 0 0 0