2017-11-13T12:52:05-06:00 2016-12-31 043173778 SHAHEEN PALLONE & ASSOCIATES PC 861 TURNPIKE STREET NORTH ANDOVER MA 01845 990PF 2016-01-01 461535074 THE CAROL A AND JAMES J MCINNIS CHARITABLE TRUST CARO 9786866112 807 TURNPIKE STREET NORTH ANDOVER MA 01845 MARYBETH MCINNIS TRUSTEE 9786866112 2017-11-08 1 NAOMI J ANDON P00114320 9786867200 2017-11-08 155.212.11.95 2017-11-08 16:34:53 ES P 58AF2F1C91D9631027E096196C2E2C9981DECB62 58AF2F1C91D9631027E096196C2E2C9981DECB62 2016 2017-02-10 21:41:12Z X 381474 X 8464 X 3565 3560 -24013 23722 0 -11984 3560 0 0 0 3400 3400 0 158 158 0 3558 3558 0 25806 25806 29364 3558 25806 -41348 2 13471 15812 15812 264670 221376 365662 278141 237188 381474 4025 3400 4025 3400 X 0 0 0 0 274116 233788 274116 233788 278141 237188 274116 -41348 1020 233788 0 233788 1000 SH EXTENDICARE INC. P 2014-12-31 2016-09-01 6583 6148 435 435 139 SELECT SECTOR SPDR TR D 2016-09-23 2016-12-12 4243 4439 -196 -196 300 WILLIAMS PARTNERS LP P 2014-12-31 2016-12-15 10420 18595 -8175 -8175 2000 LEAPFROG ENTERPRISES P 2014-12-31 2016-04-07 2000 18553 -16553 -16553 CASH IN LIEU P 2016-09-23 2016-09-23 5 5 5 CALL CELGENE CORP P 2016-05-30 2016-05-30 468 468 468 CAPITAL GAINS DIVIDENDS P 3 3 3 -24013 0 21715 377117 0.057582 28689 378405 0.075816 24065 372549 0.064596 0.197994 0.065998 359343 23716 0 23716 25806 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 N/A MARYBETH MCINNIS 9786866112 807 TURNPIKE STREET NORTH ANDOVER MA 01845 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES J MCINNIS 23590 WISTERIA POINT DRIVE BONITA SPRINGS FL 34135 TRUSTEE 2.00 0 0 0 MARYBETH MCINNIS 807 TURNPIKE STREET NORTH ANDOVER MA 01845 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 355449 9366 0 364815 0 0 364815 5472 359343 17967 17967 0 17967 0 17967 0 17967 25806 0 25806 0 25806 17967 0 0 6210 9831 2859 18900 25806 0 0 0 17967 7839 0 0 26739 0 0 0 0 0 0 0 26739 6210 9831 2859 7839 X AARP FOUNDATION PO BOX 93207 LONG BEACH CA 908093207 PC SERVICES ELDERLY 75 AID TO CHURCHES IN NEED 725 LEONARD ST PO BOX 220384 BROOKLYN NY 11222 PC RELIGIOUS 65 ALS 1275 K ST SUITE 250 WASHINGTON DC 20005 PC RESEARCH & SUPPORT 20 ALZHEIMER'S ASSOC 480 PLEASANT STREET WATERTOWN MA 02472 PC RESEARCH AND SUPPORT 25 AMERICA NEEDS FATIMA PO BOX 341 NHANOVER PA 17331 PC RELIGIOUS 25 AMERICAN BREAST CANCER SUP ASSOCIATION 113 REDBUM LN MARTINEZ GA 30907 PC RESEARCH & SUPPORT 15 AMERICAN CANCER ASSOC PO BOX 22478 OKLAHOMA CITY OK 73123 PC SAVE LIVES & CREATE A WORLD WITH LESS CANCER 50 AMERICAN DIABETES ASSOC 1701 NORTH BEAUREGARD ST ALEXANDRIA VA 22311 PC FINDING A CURE FOR DIABETES 25 AMERICAN DISABLED VETS 1613 E LIVINGSTON ST ORLANDO FL 32803 PC AID TO VETERANS 20 AMERICAN FEDERATION OF POLICE 6350 HORIZON DR TITUSVILLE FL 32780 PC PUBLIC SAFETY 20 AMERICAN HEART ASSOC 7272 GREENVILLE AVE DALLAS TX 75231 PC BUILD HEALTHIER 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CHURCH 61 CANAL ROAD ORLEANS MA 02653 PC RELIGIOUS 1275 ST JUDE'S RESEARCH HOSPITAL 313 WASHINGTON STREET NEWTON MA 02458 PC CANCER RESEARCH 75 ST JUDE'S SHRINE 512 W SARATOGA STREET BALTIMORE MD 21201 RELIGIOUS 50 ST MARY'S OF LYNN 35 TREMONT STREET LYNN MA 01902 PC EDUCATION 1000 ST MICHAELS PARISH 196 MAIN ST NORTH ANDOVER MA 01845 PC RELIGIOUS 100 ST VINCENT DE PAUL RT 6A BREWSTER MA 02631 PC END POVERTY 3305 UNITED SERVICE ORGANIZATION PO BOX 96860 WASHINGTON DC 20077 PC SERVICES FOR US ARMED SERVICE MEMBERS 50 UNITED WAY 46 PARK STREET FRAMINGHAM MA 01702 PC AID THOSE LESS FORTUNATE 50 US DEPUTY SHERIFF'S FUND 319 SOUTH HYDRAULIC ST STE B WICHITA KS 67211 PC PROVIDE NEEDED EQUIPMENT TO UNDERFUNDED LAW ENFORCEMENT AGENCIES 25 US OLYMPICS PO BOX 96860 WASHINGTON DC 20077 PC SPONSOR ATHLETIC COMPETITION 125 US VOLUNTEER FIREFIGHTERS ASSOC 4699 N FEDERAL HWY STE 101 H POMPANO FL 33064 PC TO ASSIST VOLUNTEER FIREFIGHTERS WITH NEEDED MATERIALS & SUPPLIES 25 VETERANS OF FOREIGH WARS 406 W 34TH ST KANSAS CITY MO 64111 PC SUPPORT VETERANS 50 WOUNDED WARRIOR'S PROJECT 4899 BELFORD ROAD JACKSONVILLE FL 32256 PC HELP INJURED WARRIORS 120 25806 0 14 3565 18 -24013 0 -20448 0 -20448 0 0 0 0 0 0 0 0 0 0 500 APOGEE ENTERPRISES 14453 26780 1000 BANK OF AMERICA 14602 22100 1000 CELGENE 39355 115750 2000 EXTENDICARE 6146 7367 1000 GENERAL ELECTRIC 26292 31600 1000 INTEL 24128 36270 2000 LEAPFROG 0 0 500 PANERA BREAD 78100 102545 1000 SECTOR SPDR TR 18300 23250 300 WILLIAMS PARTNERSHIP LP 0 0 RETURN OF CAPITAL 1020 OTHER LIABILITIES 4025 3400 PROFESSIONAL FEES 3400 3400 0 FOREIGN TAXES 158 158 0