2015-05-15T16:33:20-05:00 2014-12-31 042645491 RACKEMANN SAWYER & BREWSTER 160 FEDERAL STREET 15TH FL BOSTON MA 02110 990PF 2014-01-01 456246765 THE LOUISE SVEN AND ANNA BETTY CARLSON FOUNDATION LOUI 6175422300 C/O RSB 160 FEDERAL STREET 15TH FLOOR BOSTON MA 02110 ELLEN M HARRINGTON TRUSTEE 6179511116 2015-05-15 1 MATTHEW J LEONARD P01388329 6175422300 2014 2016-02-25 16:41:14Z X 6438180 X 1855504 74 74 74 124134 124134 124134 -3582 445969 0 1976130 124208 124208 0 0 0 0 8855 0 0 8855 1060 1060 0 0 500 0 0 500 10415 1060 0 9355 160000 160000 170415 1060 0 169355 1805715 123148 124208 685318 420892 420892 200006 700017 700168 2976547 4546679 5317120 3861871 5667588 6438180 0 0 X 3861871 5667588 0 0 0 0 3861871 5667588 3861871 5667588 3861871 1805715 2 5667588 0 5667588 .998 SEVENTY SEVEN ENERGY INC P 2014-07-09 2014-07-09 25 25 25 100K BANCO POP PR .35 P 2014-03-13 2014-09-19 100000 100000 0 0 100K BEAL BK USA .4 P 2013-12-11 2014-06-18 100000 100000 0 0 100K FIFTH 3RD BK .35 P 2013-06-12 2014-03-19 100000 100000 0 0 100K SYNOVUS BK .25 P 2014-02-04 2014-12-22 100000 100000 0 0 1800 EMC CORP MASS P 2012-01-01 2014-05-14 45926 49537 -3611 -3611 .5 HALYARD HEALTH INC P 2012-07-12 2014-11-07 18 14 4 4 -3582 25 0 69959 3518412 0.019884 12844 98100 0.130928 0 98514 0.000000 0.150812 0.050271 5496594 276319 1231 277550 169355 2463 0 2463 0 2463 0 22 2485 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A LPL FINANCIAL 5086930044 ONE BEACON STREET BOSTON MA 02108 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JANET M SMITH RACKEMANN 160 FEDERAL ST FL 15 BOSTON MA 02110 TRUSTEE 0.30 0 0 0 JAMES F REYNOLDS 106 COOKE STREET PO BOX 2540 EDGARTOWN MA 02539 TRUSTEE 0.30 0 0 0 ELLEN M HARRINGTON RACKEMANN 160 FEDERAL ST FL 15 BOSTON MA 02110 TRUSTEE 0.30 0 0 0 NONE 0 NONE 0 0 4786280 794018 0 5580298 0 0 5580298 83704 5496594 274830 274830 2463 2463 272367 0 272367 0 272367 169355 0 169355 0 169355 272367 100349 0 0 169355 100349 0 0 69006 0 0 0 0 0 0 0 0 203361 0 0 0 X ANIMAL SHELTER OF MARTHA'S VINEYARD PO BOX 1829 EDGARTOWN MA 02539 TO BE USED FOR THE CHARITY'S GENERAL CHARITABLE PURPOSES. 40000 MARTHA'S VINEYARD HOSPITAL INC ONE HOSPITAL ROAD OAK BLUFFS MA 02557 TO BE USED FOR THE GENERAL NEEDS OF THE HOSPITAL AS DETERMINED BY THE HOSPITAL ADMINISTRATION. 40000 MARTHA'S VINEYARD REGIONAL HIGH SCHOOL 100 EDGARTOWN-VINEYARD HAVEN ROAD OAK BLUFFS MA 02557 TO BE GRANTED TO ONE OR MORE SENIORS WHO HAVE RESIDED ON MARTHA'S VINEYARD FOR AT LEAST ONE YEAR, ON THE BASIS OF FINANCIAL NEED, TALENT, SCHOLASTIC ACHIEVEMENT, AND ATTITUDE, OR ANY COMBINATION OF THESE TRAITS, FOR THE ADVANCEMENT OF THE RECIPIENTS EDUCATION, AND TO BE SELECTED BY THE ADMINISTRATION OF SAID SCHOOL. 80000 160000 0 14 74 14 124134 18 -3582 0 120626 0 120626 0 0 0 0 0 0 0 0 0 0 X X 1 THE ANNA BETTY CARLSON TRUST C/O RSB 160 FEDERAL STREET FL 15 BOSTON MA 02110 1855504 X EQUITIES AND OPTIONS 4546679 5317120 RACKEMANN, SAWYER & BREWSTER 5212 0 0 5212 REYNOLDS, RAPPAPORT, KAPLAN & HACKNEY, LLC 3643 0 0 3643 2013 MA FILING FEE 500 0 0 500 ADJUSTMENT FOR ROUNDED NUMBERS 2 2013 EXCISE TAX 745 745 0 0 2013 FOREIGN TAX PAID 315 315 0 0