2024-05-15T07:23:02-05:00 2023-12-31 043296201 SULLIVAN BILLE PC 300 BRICKSTONE SQUARE 1001 ANDOVER MA 01810 990PF 2023-01-01 042137061 ARTEMAS W STEARNS TRUST C/O MARSHA E RICH ESQ STEA 9786870156 9 BARTLET STREET 343 ANDOVER MA 01810 MARSHA E RICH ESQ TRUSTEE 9786870156 2024-04-19 1 MARSHA RICH ESQ 999009999 0 TRACY DESCOTEAUX CPA P00577006 9789702900 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4425649 X X 11576 11576 130222 130222 25467 2342985 25467 167265 167265 30000 15000 15000 8012 4006 4006 15657 7829 7828 8500 4250 4250 3009 3009 0 647 647 0 1680 840 840 33268 31092 2178 100773 66673 34102 256200 256200 356973 66673 290302 -189708 100592 114017 121135 121135 0 16939 17490 4490819 3830347 3972225 0 302995 314799 4604836 4271416 4425649 12698 17918 12698 17918 X 1788755 1340290 0 0 2803383 2913208 4592138 4253498 4604836 4271416 4592138 -189708 0 4402430 148932 4253498 PUBLICALLY TRADED SECURITIES P 469484 459151 10333 10333 PUBLICALLY TRADED SECURITIES P 1873501 1858367 15134 15134 25467 1398 0 1398 0 1398 3200 0 0 0 3200 X 0 1802 1400 402 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A MARSHA E RICH ESQ 9786870156 9 BARTLET STREET 343 ANDOVER MA 01810 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARSHA E RICH ESQ 9 BARTLET STREET 343 ANDOVER MA 01810 TRUSTEE 10.00 6000 0 0 EILEEN M KHOURY PO BOX 5627 SALISBURY MA 01952 TRUSTEE 10.00 6000 0 0 JOHN T POLLANO ESQ 280B MERRIMACK STREET METHUEN MA 01844 TRUSTEE 10.00 6000 0 0 REV CHRISTOPHER CASEY 22 PLYMOUTH STREET METHUEN MA 01844 TRUSTEE 10.00 6000 0 0 MATTHEW A KRAUNELIS 61 COX LANE METHUEN MA 01844 TRUSTEE 10.00 6000 0 0 NONE 0 NONE 0 0 4126440 124568 0 4251008 0 0 4251008 63765 4187243 209362 209362 1398 1398 207964 0 207964 0 207964 290302 0 290302 207964 172413 0 0 290302 172413 0 0 117889 0 0 0 0 0 0 0 0 90075 0 0 0 TRUSTEES 9 BARTLET STREET SUITE 343 ANDOVER MA 01810 9786870156 REQUIRED CONTENTS: 1. STATEMENT OF ORGANIZATIONAL BACKGROUND, PURPOSE AND OBJECTIVE OF THE ORGANIZATION AND A LIST OF OFFICERS AND BOARD OF DIRECTORS (OR TRUSTEES). 2. EXPLANATION OF CURRENT FINANCIAL STATUS AND COPIES OF THE MOST RECENT FINANCIAL STATEMENTS, INCLUDING BALANCE SHEET AND INCOME AND EXPENSE STATEMENT. 3. DETAILED STATEMENT OF THE PROJECT OR PROGRAM FOR WHICH THE GRANT IS BEING SOUGHT. 4. STATEMENT OF SOURCES OF FINANCIAL SUPPORT, INCLUDING OTHER GRANTS OR EXPECTED GRANTS. 5. STATEMENT SHOWING THE DIRECT BENEFIT TO THE INDIGENT AGED PEOPLE OR TO THE DESERVING POOR OF THE CITY OF LAWRENCE. 6. COPY OF THE MOST RECENT TAX-EXEMPT STATUS LETTER FROM THE INTERNAL REVENUE SERVICE, EVIDENCING SECTION 501(C)(3) STATUS. 7. FEDERAL EMPLOYER IDENTIFICATION NUMBER. 8. SPECIFY THE NUMBER OF LAWRENCE RESIDENTS WHO WILL BE SERVED BY THE GRANT BEFORE ITS PROPOSAL 9. ANY OTHER INFORMATION WHICH THE APPLICANT BELIEVES WILL BE HELPFUL TO THE TRUSTEES IN PROCESSING THE APPLICATION. JANUARY 31 OF THE YEAR FOR WHICH THE GRANTS ARE REQUESTED. GRANT RECIPIENTS WILL BE REQUIRED TO SIGN A RECEIPT AND ASSENT IN THE FORM APPROVED BY THE TRUST. IN ADDITION, THE ORGANIZATION MUST CERTIFY TO THE TRUST THAT THE FUNDS HAVE BEEN EXPENDED FOR THE PURPOSES FOR WHICH THE GRANT WAS MADE AND DESCRIBE THE DISPOSITION OF THE FUNDS NO LATER THAN DECEMBER 31 OF THE YEAR IN WHICH THE GRANT WAS MADE. IF THE FUNDS HAVE NOT BEEN FULLY SPENT BY DECEMBER 31, THE ORGANIZATION MUST SEND A LETTER BY THAT DATE STATING HOW MUCH OF THE GRANT HAS BEEN SPENT AND THAT THE AMOUNT SPENT FOR THE PURPOSES FOR WHICH THE GRANT WAS MADE. FUTURE GRANT REQUESTS FROM THE ORGANIZATION WHICH DO NOT COMPLY WITH THIS REQUIREMENT WILL NOT BE CONSIDERED BY THE TRUSTEES. BELLESINI OSA ACADEMY 94 BRADFORD STREET LAWRENCE MA 01840 NONE EDUCATION 7500 BOYS & GIRLS CLUB OF LAWRENCE 136 WATER STREET LAWRENCE MA 01841 NONE CHARITY 15000 BREAD & ROSES HERITAGE COMMITTEE 58 NEWBURY STREET LAWRENCE MA 01843 NONE CHARITY 2500 BREAD & ROSES HOUSING 58 NEWBURY STREET LAWRENCE MA 01843 NONE CHARITY 10000 BREAD & ROSES 58 NEWBURY STREET LAWRENCE MA 01840 NONE CHARITY 5000 BROOKS SCHOOL 1160 GREAT POND ROAD NORTH ANDOVER MA 01845 NONE EDUCATION 3200 CATIE'S CLOSET 19 SCHOOL STREET DRACUT MA 01826 NONE CHARITY 4000 CENTRAL CATHOLIC HIGH SCHOOL 300 HAMPSHIRE STREET LAWRENCE MA 01841 NONE EDUCATION 5000 COMMUNITIES TOGETHER INC 198 SOUTH BROADWAY LAWRENCE MA 01843 NONE CHARITY 4000 COMMUNITY GIVING TREE 572B MAIN STREET BOXFORD MA 01921 NONE CHARITY 2000 COMMUNITY IN ROADS 190 ACADEMY ROAD NORTH ANDOVER MA 01845 NONE CHARITY 3000 EASTER SEALS MASSACHUSETTS 484 MAIN STREET WORCESTER MA 01608 NONE CHARITY 3000 ESPERANZA ACADEMY 198 GARDEN STREET LAWRENCE MA 01840 NONE EDUCATION 5000 ESSEX COUNTY HABITAT FOR HUMANITY 14 PARK STREET DANVERS MA 01923 NONE CHARITY 2500 FAMILY SERVICE INC (ARISE) 430 NORTH CANAL STREET LAWRENCE MA 01840 NONE HEALTH 2000 FAMILY SERVICE INC (SAMARITANS) 430 NORTH CANAL STREET LAWRENCE MA 01840 NONE HEALTH 2000 FOOD FOR THE WORLD INC 516 ESSEX STREET LAWRENCE MA 01841 NONE CHARITYCHARITY 10000 GREATER LAWRENCE COMMUNITY BOATING PROGRAM 1 EATON STREET LAWRENCE MA 01843 NONE CHARITY 18000 GREATER LAWRENCE FAMILY HEALTH CENTER 34 HAVERHILL STREET LAWRENCE MA 01841 NONE HEALTH 7500 GROUNDWORK LAWRENCE 60 ISLAND STREET LAWRENCE MA 01840 NONE CHARITY 15000 LAWRENCE COMMUNITY WORKS 168 NEWBURY STREET LAWRENCE MA 01840 NONE CHARITY 5000 LAWRENCE GENERAL HOSPITAL 1 GENERAL STREET LAWRENCE MA 01842 NONE HEALTH 13000 LAWRENCE HISTORY CENTER 6 ESSEX STREET LAWRENCE MA 01840 NONE EDUCATION 3000 LAWRENCE PROSPERA 417 CANAL STREET LAWRENCE MA 01840 NONE CHARITY 5000 LAZARUS HOUSE 48 HOLY STREET LAWRENCE MA 01841 NONE CHARITY 20000 MARY IMMACULATE HEALTHCARE SERVICES 172 LAWRENCE STREET LAWRENCE MA 01841 NONE HEALTH 10000 MERRIMACK VALLEY FOOD BANK INC 735 BROADWAY STREET LOWELL MA 01854 NONE CHARITY 5000 MERRIMACK VALLEY IMMIGRANT EDUCATION CENTER 439 S UNION STREET BLDG 2 BASEMENT LAWRENCE MA 01843 NONE CHARITY 1500 MERRIMACK VALLEY YMCA INC 360 MERRIMACK STREET LAWRENCE MA 01843 NONE CHARITY 2000 NEIGHBORS IN NEED 60 ISLAND STREET SUITE 214 LAWRENCE MA 01840 NONE CHARITY 20000 NOTRE DAME CRISTO REY HIGH SCHOOL 203 LAWRENCE STREET LAWRENCE MA 01810 NONE EDUCATION 7500 NOTRE DAME EDUCATION CENTER 203 LAWRENCE STREET LAWRENCE MA 01840 NONE EDUCATION 5000 PROFESSIONAL CENTER FOR CHILD DEVELPOMENT 130 PARKER STREET LAWRENCE MA 01840 NONE EDUCATIONEDUCATION 5000 PROJECT HOME AGAIN 123 TEWKSBURY STREET ANDOVER MA 01810 NONE CHARITY 2500 PSYCHOLOGICAN CENTER INC (THE) 11 UNION STREET LAWRENCE MA 01840 NONE HEALTH 2500 REGIS COLLEGE 198 GARDEN STREET LAWRENCE MA 01840 NONE EDUCATION 5000 SI SE PUEDE INC 68 MELVIN STREET 12-17 LAWRENCE MA 01841 NONE EDUCATION 5000 ST GEORGE EASTERN ORTHODOX CHURCH 8 LOWELL STREET LAWRENCE MA 01840 NONE CHARITY 6000 TEACH FOR AMERICA MASSACHUSETTS 60 CANAL STREET 5TH FLOOR BOSTON MA 02114 NONE EDUCATION 7000 256200 0 14 11576 14 130222 18 25467 0 167265 0 167265 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8500 4250 4250 CORPORATE BONDS 302995 314799 CORPORATE STOCK 3830347 3972225 16939 17490 0 0 LEGAL FEES 15657 7829 7828 PRIOR PERIOD ADJUSTMENT 148932 FILING FEES 965 0 965 INVESTMENT FEES 31092 31092 0 OFFICE EXPENSE 483 0 485 POSTAGE 89 0 89 INSURANCE 312 0 312 PUBLICATION EXPENSE 327 0 327 TAXES 647 647 0