2024-09-13T07:18:46-05:00 2024-06-30 222674480 EARLENE D BAKERMAN CPA 865 TURNPIKE STREET NORTH ANDOVER MA 018456139 990PF 2023-07-01 743201002 EDWARD S & WINIFRED G MOSELEY FOUNDATION EDWA 6172241900 PRIO WEALTH 265 FRANKLIN ST 20FL BOSTON MA 021103199 CHRISTOPHER T BARROW TRUSTEE 6172241900 2024-09-03 1 1 EHKFOURY CPA P00004533 9786915115 2024-09-03 2023 2024-08-08 14:25:15Z X 31981817 X X 481858 481858 1514363 4499420 1514363 1996221 1996221 90000 30000 60000 2000 1340 660 7000 4690 2310 155323 83859 71464 80367 9364 0 1412 946 466 647 522 0 336749 130721 134900 1282000 1282000 1618749 130721 1416900 377472 1865500 77638 77638 952512 1711586 1711586 783969 775243 729894 13787084 12632423 25481865 3386125 4090272 3980834 18909690 19287162 31981817 0 0 X 17302381 17302381 0 0 1607309 1984781 18909690 19287162 18909690 19287162 18909690 377472 0 19287162 0 19287162 CHUBB LTD P 2016-01-15 2023-07-21 330545 184060 146485 146485 APPLE INC P 2010-09-09 2023-07-21 153654 7570 146084 146084 INTUIT COM P 2021-03-10 2023-07-21 99106 76736 22370 22370 GOLDMAN SACHS GROUP INC P 2014-03-26 2023-07-21 176635 81874 94761 94761 VISA INC P 2020-10-16 2023-07-21 167768 140465 27303 27303 UNION PACIFIC CORP P 2006-07-12 2023-07-21 161770 16746 145024 145024 EXXON MOBIL CORP P 2006-07-12 2023-07-21 341413 210573 130840 130840 PFIZER INC P 2016-03-04 2023-07-21 185695 141372 44323 44323 DOLLAR GENERAL CORP P 2021-09-08 2023-09-29 127559 268274 -140715 -140715 SMITH & NEPHEW PLC P 2019-04-15 2023-09-29 218002 345968 -127966 -127966 SPLUNK INC P 2020-05-29 2023-12-18 114160 137239 -23079 -23079 APPLE INC P 2010-09-09 2023-12-18 428677 20817 407860 407860 ADVANCED MICRO DEVICES INC P 2020-10-16 2024-01-19 103259 50150 53109 53109 3M CO P 2006-07-12 2024-01-19 108229 73030 35199 35199 EBAY INC P 2019-03-21 2024-01-19 349152 363758 -14606 -14606 META PLATFORMS INC P 2016-01-14 2024-01-19 522155 168863 353292 353292 US TREASURY BILL P 2023-07-26 2024-01-25 250000 250000 0 0 NVIDIA CORP P 2021-02-05 2024-02-20 306661 58633 248028 248028 WALT DISNEY CO P 2017-02-02 2024-06-17 354980 388929 -33949 -33949 1514363 25930 0 25930 0 25930 40000 0 0 0 40000 0 14070 14070 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A C T BARROW PRIO WEALTH 6172241900 265 FRANKLIN ST 20FL BOSTON MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHRISTOPHER T BARROW 1855 BAY ROAD 202D VERO BEACH FL 329634312 TRUSTEE 4.00 15000 0 0 ROBERT G HOWE 2789 LAKE BALDWIN LANE APT D404 ORLANDO FL 32814 TRUSTEE 7.50 15000 0 0 KAY HOWE 2789 LAKE BALDWIN LANE APT D404 ORLANDO FL 32814 TRUSTEE 7.50 15000 0 0 CAMERON BARROW 32 HELENS WAY BRUNSWICK ME 04011 TRUSTEE 5.00 15000 0 0 NORMAN WILKS 40 CHERRY HILL ST WEST NEWBURY MA 01985 TRUSTEE 5.00 15000 0 0 HANNAH BESANCENEY 4500 NEW BROAD ST ORLANDO FL 32815 TRUSTEE 5.00 15000 0 0 NONE 0 NONE 0 THE EDWARD S & WINIFRED G MOSELEY FOUNDATION WAS CREATED TO PROVIDE FINANCIAL SUPPORT TO CHARITABLE ORGANIZATIONS WHICH ARE ENTITLED TO EXEMPTION UNDER SECTION 501(C)(3) OF THE IRS CODE OF 1986. THE FOUNDATION FURTHER LIMITS ITS SUPPORT TO ORGANIZATIONS WHICH FOSTER THE HEALTH, EDUCATION, SAFETY OR WELFARE OF CHILDREN, WITH PARTICULAR ATTENTION TO (BUT NOT LIMITED TO) ORGANIZATIONS, ORGANIZED AND OPERATING WITHIN THE GREATER BOSTON AREA. THE TRUSTEES FOCUS ON ORGANIZATIONS THAT SUPPORT FAMILIES AS WELL AS CHILDREN. 0 0 27795776 1470377 0 29266153 0 0 29266153 438992 28827161 1441358 1441358 25930 25930 1415428 0 1415428 0 1415428 1416900 0 1416900 1415428 0 0 17622 17622 1416900 0 0 0 1415428 1472 0 0 19094 0 0 0 0 0 0 17622 1472 1472 X AARONS PRESENTS INC 180 MAIN ST ANDOVER MA 018104166 NONE 501(C)(3) GENERAL OPERATING FUNDING 10000 ACTION INC 180 MAIN STREET GLOUCESTER MA 01930 NONE 501(C)(3) COMPASS YOUTH PROGRAM 15000 ANNA JACQUES HOSPITAL 25 HIGHLAND AVENUE NEWBURYPORT MA 01950 NONE 501(C)(3) AJH CHILD & ADOLESCENT PSYCHIATRIC UNIT 35000 AMIRAH 100 CUMMINGS CTR SUITE 204 BEVERLY MA 01915 NONE 501(C)(3) GENERAL OPERATING FUNDING 15000 BEVERLY CHILDREN'S LEARNING CENTER 55O CABOT ST BEVERLY MA 01915 NONE 501(C)(3) PLAYGROUND RENOVATION 20000 APPALACHIAN MOUNTAIN CLUB 10 CITY SQUARE BOSTON MA 02129 NONE 501(C)(3) EDUCATORS OUTDOORS AND DRAGONFLY MERCURY PROJECTS 5000 BOYS AND GIRLS CLUB OF HAVERHILL 55 EMERSON STREET HAVERHILL MA 01830 NONE 501(C)(3) CAMP TASKER 20000 BEYOND SOCCER 280 MERRIMACK STREET SUITE 311 LAWRENCE MA 01843 NONE 501(C)(3) "BEYOND" SUMMERTIME SPORT, HEALTH AND LEADERSHIP PROGRAMMING 15000 CHALLENGE UNLIMITED IRONSTONE FARM 450 LOWELL STREET ANDOVER MA 01810 NONE 501(C)(3) GENERAL OPERATING FUNDING 10000 BISHOP FENWICK 99 MARGIN ST PEABODY MA 01960 NONE 501(C)(3) SECURITY SYSTEM UPGRADE 5000 COMMUNITY GIVING TREE 572B MAIN ST BOXFORD MA 01921 NONE 501(C)(3) GENERAL OPERATING FUNDING 10000 COR UNUM MEAL CENTER 118 SOUTH BROADWAY LAWRENCE MA 01843 NONE 501(C)(3) COR UNUM MEAL CENTER IMPROVEMENTS 75000 ESPERANZA ACADEMY 198 GARDEN STREET LAWRENCE MA 01840 NONE 501(C)(3) GRADUATE SUPPORT PROGRAM 25000 ESSEX ART CENTER 56 ISLAND ST LAWRENCE MA 018401889 NONE 501(C)(3) BUILDING CREATIVELY 22000 FIREHOUSE CENTER FOR THE ARTS 1 MARKET SQUARE NEWBURYPORT MA 01950 NONE 501(C)(3) YOUTH EDUCATION PROGRAMMING 25000 FIRST PARISH NEWBURY FOOD PANTRY 20 HIGH RD NEWBURY MA 01951 NONE 501(C)(3) SCHOOL FOOD PANTRIES 25000 BOYS AND GIRLS CLUB OF LYNN 25 NORTH COMMON STREET LYNN MA 01902 NONE 501(C)(3) "PROJECT LEARN" PROGRAM 30000 GOVERNOR'S ACADEMY 1 ELM STREET BYFIELD MA 01922 NONE 501(C)(3) GOVS PLUS PROGRAM 25000 GREATER LAWRENCE COMMUNITY BOATING PROGRAM 1 EATON ST LAWRENCE MA 01843 NONE 501(C)(3) SCIENCE ON THE RIVER PROGRAM EXPANSION 10000 HAWC - HEALING ABUSE WORKING FOR CHANGE INC 27 CONGRESS STREET SUITE 201 SALEM MA 01970 NONE 501(C)(3) PARENT CHILD TRAUMA RECOVERY PROGRAM 40000 FAMILY SERVICES OF THE MERRIMACK VALLEY 430 NORTH CANAL STREET LAWRENCE MA 01840 NONE 501(C)(3) YOUTH DEVELOPMENT PROGRAM 10000 JEANNE GEIGER CRISIS CENTER TWO HARRIS STREET NEWBURYPORT MA 01950 NONE 501(C)(3) COMMUNITY BASED SERVICES 60000 GROUNDWORK LAWRENCE 50 ISLAND ST 101 LAWRENCE MA 01840 NONE 501(C)(3) YOUTH EDUCATION AND JOB SKILLS PROGRAM 20000 KIPP ACADEMY 90 HIGH ROCK STREET LYNN MA 01902 NONE 501(C)(3) ABOVE AND BEYOND: MORE TIME PROGRAM 40000 LA VIDA INC 120 MUNROE STREET LYNN MA 01901 NONE 501(C)(3) LA VIDA SCHOLARS 30000 LAWRENCE FAMILY DEVELOPMENT INC 34 WEST ST LAWRENCE MA 018413426 NONE 501(C)(3) SISU YOUTH DEVELOPMENT PROGRAM 30000 LEAP FOR EDUCATION 35 CONGRESS ST 102 SALEM MA 01970 NONE 501(C)(3) POST-SECONDARY AND CAREER SUCCESS 15000 LOWELL'S MARITIME FOUNDATION (LOWELL'S BOAT SHOP) 459 MAIN ST AMESBURY MA 01913 NONE 501(C)(3) LOWELL'S BOAT SHOP EDUCATIONAL OUTREACH: INNOVATIVE LEARNING ON THE RIVER 15000 LAZARUS HOUSE 412 HAMPSHIRE ST LAWRENCE MA 01841 NONE 501(C)(3) GENERAL OPERATING FUNDINGGENERAL OPERATING FUNDING 20000 MA COALITION FOR THE HOMELESS 73 BUFFUM ST LYNN MA 01902 NONE 501(C)(3) BIRTH TO BIG KID INITIATIVE 10000 NORTH SHORE COMMUNITY MEDIATION INC 100 CUMMINGS CENTER SUITE 307J BEVERLY MA 019156107 NONE 501(C)(3) POSITIVE YOUTH DEVELOPMENT AND PEER MEDIATION PROGRAMMING 30000 NORTHERN ESSEX COMMUNITY COLLEGE FOUNDATION INC 100 ELLIOTT STREET HAVERHILL MA 01830 NONE 501(C)(3) NECC PROMISE PROGRAM 8000 NOTRE DAME CRISTO REY HIGH SCHOOL 203 LAWRENCE STREET METHUEN MA 01844 NONE 501(C)(3) COLLEGE COUNSELING PROGRAM 35000 NOURISHING THE NORTH SHORE 13 MARKET STREET NEWBURYPORT MA 01950 NONE 501(C)(3) VEGOUT - LOCAL FOOD FOR ALL 10000 OUR NEIGHBORS' TABLE 194 MAIN STREET AMESBURY MA 01913 NONE 501(C)(3) A PATH TOWARDS FOOD SECURITY: OUR NEIGHBOR'S TABLE GROCERY PROGRAM 50000 PATHWAYS FOR CHILDREN 29 EMERSON AVENUE GLOUCESTER MA 01930 NONE 501(C)(3) NURTURING PARENTING PROGRAM 20000 PHILLIPS ACADEMY 180 MAIN STREET ANDOVER MA 01810 NONE 501(C)(3) ANDOVER BREAD LOAF (ABL) AND PALS PROGRAMS 10000 PINGREE SCHOOL (MALCOLM COATES PREP PINGREE) 537 HIGHLAND STREET SOUTH HAMILTON MA 01982 NONE 501(C)(3) PREP AT PINGREE 15000 PLUMMER YOUTH PROMISE INC 37 WINTER ISLAND RD SALEM MA 019705715 NONE 501(C)(3) OVERCOMING OBSTACLES TO ACHIEVE PERMANENCY FOR YOUTH IN FOSTER CARE PROGRAM 40000 MERROHAWKE NATURE SCHOOL 55 TOWNE ROAD BOXFORD MA 01921 NONE 501(C)(3) SCHOLARSHIPS FOR YOUTH 5000 RAW ART WORKS 37 CENTRAL SQUARE LYNN MA 01901 NONE 501(C)(3) GENERAL OPERATING FUNDING 15000 ROOT 35 CONGRESS ST SUITE 2350 BLDG 2 SALEM MA 01970 NONE 501(C)(3) CULINARY TRAINING AND ALUMNI EMPLOYMENT PROGRAMS 15000 SENIOR RESOURCE 694 14TH ST VERO BEACH FL 32960 NONE 501(C)(3) MEALS ON WHEELS - WAIT LIST RELIEF 15000 STRAIGHT AHEAD MINISTRIES 791 MAIN STREET WORCESTER MA 01610 NONE 501(C)(3) NORTHEASTERN MASSACHUSETTS YOUTH RE-ENTRY PROGRAM 15000 CITIZENS INN 81 MAIN ST PEABODY MA 01960 NONE 501(C)(3) CITIZENS INN SECURITY SYSTEM 12000 MAINE COAST HERITAGE TRUST 1 BOWDOIN MILL ISLAND SUITE 201 TOPSHAM ME 04086 NONE 501(C)(3) THE ALDEMERE AND ERICKSON CAMPAIGN 30000 TOP NOTCH SCHOLARS 60 ISLAND ST SUITE 200 LAWRENCE MA 01840 NONE 501(C)(3) MORE AARON'S PRESENTS YOUTH IN LAWRENCE 10000 THE PETTENGILL HOUSE INC 21 WATER STREET AMESBURY MA 01913 NONE 501(C)(3) GENERAL OPERATING FUNDING 45000 UTEC 15 WARREN STREET 3 LOWELL MA 01852 NONE 501(C)(3) JOB SKILLS TRAINING & EDUCATION FOR YOUNG ADULTS 25000 WELLSPRING HOUSE 302 ESSEX AVENUE GLOUCESTER MA 01930 NONE 501(C)(3) CAREER AND EDUCATION READINESS PROGRAM 10000 YOUTH DEVELOPMENT ORGANIZATION INC 15 UNION STREET 563 LAWRENCE MA 01840 NONE 501(C)(3) GENERAL OPERATING FUNDING 50000 YWCA NORTHEASTERN MA 38 LAWRENCE STREET LAWRENCE MA 01840 NONE 501(C)(3) YWCA CHILDREN'S CENTER 35000 COMMUNITY SERVICE OF NEWBURYPORT 35 SUMMER ST PO BOX 843 NEWBURYPORT MA 01950 NONE 501(C)(3) ASSISTING FAMILIES WITH TRANSPORTATION NEEDS 10000 ESSEX COUNTY COMMUNITY FOUNDATION 500 CUMMINGS CENTER 5450 BEVERLY MA 01915 NONE 501(C)(3) GREATER LAWRENCE SUMMER FUND (GLSF) 2024 10000 ESSEX COUNTY HABITAT FOR HUMANITY 14 PARK ST DANVERS MS 01923 NONE 501(C)(3) HAVERHILL AFFORDABLE HOME BUILD 15000 THE GATHERING PLACE 5 TENNEY WAY BRUNSWICK ME 04011 NONE 501(C)(3) BASIC NEEDS PROGRAM 20000 OPEN DOOR 28 EMERSON AVENUE GLOUCESTER MA 01930 NONE 501(C)(3) HEALTHY FOOD FOR KIDS IN A STRUGGLING ECONOMY 40000 1282000 0 14 481858 14 1514363 0 1996221 0 1996221 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 7000 4690 2310 ABBVIE INC 2.6% 251747 248030 APPLE INC 4.3% 250921 248105 COMCAST CORP 3.375% 255926 248105 CVS HEALTH CORP 2.875% 257933 238742 JOHN DEERE CAP CORP 5.05% 253512 254247 JPMORGAN CHASE & CO 3.2% 258923 241112 LOWES COS INC 4.4% 253442 255235 MERCK & CO INC 4.5% 251999 242925 META PLATFORMS INC 4.8% 252828 251918 OMNICOM GROUP INC 3.6% 260086 243828 PROCTER & GAMBLE CO 2.8% 276102 253862 QUALCOMM INC 3.25% 263512 239708 REP SVCS INC 2.5% 250517 251312 AMAZON.COM INC 4.55% 248080 249118 EVERSOURCE ENERGY 5.45% 252950 255327 TORONTO-DOMINION BANK 5.523% 251794 259260 ABBOTT LABORATORIES 106960 519550 ADIDAS AG-SPONSORED ADR 280748 191776 ADVANCED MICRO DEVICES INC 389854 762387 AIRBNB INC 208081 269143 ALCON INC 228009 276148 ALPHABET INC CL A(GOOGLE INC-CL C) 264541 2201040 AMAZON COM INC 82930 579750 APPLE INC 65289 1453278 ASML HOLDING NV 221003 357956 BANK OF AMERICA 293606 695975 BECTON DICKINSON & CO 124363 350565 BOSTON SCIENTIFIC CORP 193049 539070 CME GROUP INC 284456 255580 COLGATE PALMOLIVE CO 241006 339640 DEERE & CO 35013 176353 DIAGEO PLC ADR 140154 254429 ESSILOR INTERNATIONAL-ADR 233869 303464 GENERAL MOTORS CO 325799 311282 GOLDMAN SACHS GROUP INC 245622 678480 HOME DEPOT INC 84545 256803 INTUIT INC 172656 295745 JOHNSON & JOHNSON 466570 438480 LAUDER ESTEE COS INC-A 236159 101080 LONZA GROUP AG-ADR 210560 179850 MARSH & MCLENNAN COS INC 258484 342420 MCDONALDS CORP 54942 242098 MEDTRONIC PLC 354647 336485 MERCK & CO INC 331106 680900 META PLATFORMS INC 189788 976674 MICROSOFT CORP 664526 1886129 NESTLE SA SPONSORED ADR 373941 358575 NIKE INC-B 273731 158277 NVIDIA CORP 94872 936433 OTIS WORLDWIDE CORP 169373 370601 PEPSICO INC 80663 214409 RAYTHEON TECHNOLOGIES CORP 308304 549133 ROSS STORES INC 232882 290640 TERADYNE INC 160596 444870 THERMO FISHER SCIENTIFIC INC 33760 398160 TORONTO DOMINION BANK 239221 329760 UNITED PARCEL SERVICE INC-B 353383 451605 VISA INC - CLASS A 540211 734916 WAL-MART STORES INC 371552 999400 WASTE MGMT INC 454903 640020 XYLEM INC 169824 325512 ZOETIS INC 206476 242704 AUTODESK INC 253043 247450 ECOLAB INC 235987 285600 GE HEALTHCARE TECHNOLOGIES INC 220676 249344 HONEYWELL INTERNATIONAL INC 371680 395049 NINTENDO CO 251907 250027 NOVO NORDISK 247103 356850 250444 244297 524799 485597 LEGAL FEES 2000 1340 660 FORM PC FILING FEE 125 0 0 ADR FEES 522 522 0 INVESTMENT MGMT FEE 120309 80607 39702 CUSTODIAL FEES 3252 3252 0 ONLINE GRANT SERVICE FEE 31762 0 31762 FOREIGN TAXES 9364 9364 0 EXCISE TAX 71003 0 0