2024-11-07T15:06:58-06:00 2023-12-31 043246745 Sullivan Sorgi and Dimmock LLP 6 Beacon Street Ste 1010 Boston MA 02108 990PF 2023-01-01 043310863 John C and Eunice B Morrison Charitable Foundation JOHN 6177422150 D Sorgi Tr 6 Beacon Street Boston MA 02108 Peter Sorgi Trustee TRUSTEE 6177422150 2024-11-06 0 David Sorgi P00853273 6177422150 2023 2024-10-15 13:58:12Z X 10980434 X X 122 122 297305 297305 166847 3141252 166847 801 801 465075 465075 13620 8170 5450 6569 6569 0 94360 94360 0 114549 109099 5450 635000 635000 749549 109099 640450 -284474 355976 337906 32528 32528 1465543 1525606 1416979 4414357 4301456 5786498 1499066 1513438 1450040 2495443 2553259 2294389 10212315 9926287 10980434 0 0 X 10212315 9926287 0 0 0 0 10212315 9926287 10212315 9926287 10212315 -284474 1581 9929422 3135 9926287 UBS - Available upon request P 988320 981738 6582 6582 UBS - Available upon request P 2150847 1992667 158180 158180 Capital Gains Dividends P 2085 2085 2085 166847 4948 0 4948 0 4948 9117 0 0 0 9117 0 4169 4169 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A David Sorgi Trustee 6177422150 6 Beacon Street Suite 1010 Boston MA 021083817 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 David Sorgi 6 Beacon Street Suite 1010 Boston MA 02108 Trustee 0.74 0 0 0 James G Walsh III 13 Pells Fishing Road Brewster MA 02631 Trustee 0.82 13620 0 0 NONE 0 NONE 0 0 10297698 425709 0 10723407 0 0 10723407 160851 10562556 528128 528128 4948 4948 523180 0 523180 0 523180 640450 0 640450 523180 0 0 3110 14629 123334 141073 640450 0 0 0 523180 117270 0 0 258343 0 0 0 0 0 0 0 258343 3110 14629 123334 117270 X A Place to Turn Food Pantry 99 Hartford Street No 1 Natick MA 01760 NONE 501(c)(3) Support 5000 Abington Food Pantry 127 No Main Street Abington MA 02351 NONE 501(c)(3) Supplies 7500 ALS Association DCMDVA Chapter 30 W Gude Drove Rockville MD 20850 NONE 501(c)(3) Research 10000 Alzheimer's Foundation 322 8th Ave 16th Floor New York NY 10001 NONE 501(c)(3) Support 7500 Arlington Eats 59 Medford Street Arllington MA 02474 NONE 501(c)(3) Support 5000 Aspire Health Alliance 500 Victory Road Quincy MA 02171 NONE 501(c)(3) Support 5000 Bethke Radiological Center 133 Old Rd to Nine Acre Corner Concord MA 01742 NONE 501(c)(3) Support and Programs 10000 Boston Health Care for Homeless 780 Albany Street Boston MA 02112 NONE 501(c)(3) Supplies and programs 5000 Boston Home Inc 2049 Dorchester Avenue Dorchester MA 02124 NONE 501(c)(3) Support 2500 Boston Rescue Mission PO Box 120069 Boston MA 02112 NONE 501(c)(3) Assistance 5000 Boys and Girls' Club of Dorchester 1135 Dorchester Avenue Dorchester MA 02125 NONE 501(c)(3) Programs 10000 Brantwood Camp PO Box 3350 Peterborough NH 03458 NONE 501(c)(3) Supplies 2500 Camp Burgess and Camp Hayward 75 Stowe Road Sandwich MA 02563 NONE 501(c)(3) Supplies 10000 Camp Coniston PO Box 185 Grantham NH 03753 NONE 501(c)(3) Supplies 5000 Camp Fatima PO Box 206 Gilman Iron Works NH 03837 NONE 501(c)(3) 10Programs and supplies 10000 Camp Harbor View Fdn Inc 200 Clarendon Street 60th Fl Boston MA 02116 NONE 501(c)(3) Summer programs 5000 Cape Cod Foundation 261 Whites Path Unit 2 So Yarmouth MA 02664 NONE 501(c)(3) Scholarships 20000 Massachusetts Military Support Fdn Inc PO Box 651 Falmouth MA 02541 NONE 501(c)(3) Support 5000 Cardinal Cushing Centers Inc 405 Washington Street Hanover MA 02339 NONE 501(c)(3) 12Programs 12500 Carroll Center for the Blind 770 Centre Street Newton MA 02458 NONE 501(c)(3) Support 2500 Catholic Charities of Greater Worcester 10 Hammond Street Worcester MA 01610 NONE 501(c)(3) Support 5000 Catholic Relief Services for Ukraine PO Box 17090 Baltimore MD 21297 NONE 501(c)(3) Support 5000 Central PA Food Bank 3908 Corey Road Harrisburg PA 17109 NONE 501(c)(3) Supplies 7500 City of St Jude 2048 West Fairview Drive Montgomery AL 36119 NONE 501(c)(3) Support 10000 Cor Unum 191 Salem Street Lawrence MA 01843 NONE 501(c)(3) Programs and support 10000 Falmouth Service Center - Otis Air Force Base PO Box 208 Falmouth MA 02541 NONE 501(c)(3) Food Pantry, Programs 5000 Family Pantry of Cape Cod 133 Queen Anne Road Harwich MA 02645 NONE 501(c)(3) Support 12500 Father Bill's Place 422 Washington Street Quincy MA 02169 NONE 501(c)(3) Supplies 7500 Friends of the JV Fletcher Library PO Box 4122 Westford MA 01886 NONE 501(c)(3) Support 2500 First Congregational Meeting House PO Box 300186 Jamaica Plain MA 02130 NONE 501(c)(3) Programs 5000 Food for the Poor 6401 Lyons Road Coconut Creek FL 33073 NONE 501(c)(3) Supplies 15000 Friendship Home PO Box 675 Norwell MA 02061 NONE 501(c)(3) Support 7500 Germantown Neighborhood Center Food Pantry 366 Palmer Street Quincy MA 02169 NONE 501(c)(3) Food pantry and Programs 7500 Good Neighbor Energy Fund - co Salvation Army 147 Berkley Street Boston MA 02116 NONE 501(c)(3) Support 5000 Greater Boston Catholic Charities- Sunset Pt Camp 275 West Broadway Boston MA 02127 NONE 501(c)(3) Supplies 5000 Greater Boston Food Bank 99 Atkinson Street Boston MA 02118 NONE 501(c)(3) Support 12500 Hingham Food Pantry 685 Main Street Hingham MA 02043 NONE 501(c)(3) Programs 5000 Home for Little Wanderers 271 Huntington Avenue Boston MA 02115 NONE 501(c)(3) Programs and Support 5000 Interfaith Social Services 105 Adams Street Quincy MA 02169 NONE 501(c)(3) Programs 10000 Joslin Summer Camp PO Box 356 NoOxford MA 01537 PUBLIC 501(c)(3) Summer Camp program 5000 Lazarus House Ministries PO Box 408 Lawrence MA 01842 PUBLIC 501(c)(3) Support 10000 Littleton Council on the Elderly 37 Shattuck Street Littleton MA 01460 NONE 501(c)(3) Supplies 5000 Loaves and Fishes 234 Barnum Road Devens MA 01434 NONE 501(c)(3) Aid to Needy 12500 Lowell Open Pantry 200 Central Street Lowell MA 01852 NONE 501(c)(3) Support 5000 Lower Cape Outreach Program 30 Brewster Cross Roads Orleans MA 02653 NONE 501(c)(3) Programs 20000 Manet Community Health Centre 110 W Squantum Street North Quincy MA 02171 NONE 501(c)(3) Supplies 10000 Marge Crispin Food Pantry Center 74 Pond Street Braintree MA 02184 NONE 501(c)(3) Food bank 5000 Marine Toys for Tots Foundation P O Box 1947 Quantico VA 22134 NONE 501(c)(3) Programs 5000 Marshfield Food Pantry PO Box 1097 Marshfield MA 02050 NONE 501(c)(3) Support 5000 My Brother's Keeper PO Box 338 Easton MA 02356 NONE 501(c)(3) Programs 25000 NE Shelter for Homeless Veterans 17 Court Street Boston MA 02108 NONE 501(c)(3) Support and programs 5000 NVNA and Hospice - Pat Roche Hospice Home 120 Longwater Drive Norwell MA 02061 NONE 501(c)(3) Support 15000 Open Door Pantry 301 Great Road Littleton MA 01460 NONE 501(c)(3) Supplies and Support 5000 Pastor's Benevolent Fund Cape Cod Covenant Church PO Box 219 S Dennis MA 02660 NONE 501(c)(3) Programs 5000 Pine Street Inn 444 Harrison Avenue Boston MA 02118 NONE 501(c)(3) Support 10000 Pleasant Bay Community Sailing Program 2287 Rte 28 Harwich MA 02645 NONE 501(c)(3) ProgramsPrograms 2500 Reuben Hoar Library 41 Shattuck Street Littleton MA 01460 NONE 501(c)(3) Expansion 10000 Project Bread 145 Border Street East Boston MA 02128 NONE 501(c)(3) Support 10000 Ronald McDonald House Charities of Eastern NE 250 1st Street Charlestown MA 02129 NONE 501(c)(3) Support and supplies 10000 Rosie's Place 869 Harrison Avenue Boston MA 02118 NONE 501(c)(3) Support 10000 Salvation Army - Atlanta 1000 Center Place Norcross GA 30093 NONE 501(c)(3) Support 2500 Salvation Army 147 Berkley Street Boston MA 02116 NONE 501(c)(3) Support 10000 Joseph T Simpson Public Library 16 North Walnut Street Mechanicsburg PA 170553362 NONE 501(c)(3) Support 2500 South Shore YMCA 79 Coddington Street Quincy MA 02169 NONE 501(c)(3) Support for summer camps 5000 St Anne's Food Pantry 75 King Street Littleton MA 01460 NONE 501(c)(3) Support 5000 St Agnes - SVDP 51 Medford Street Arlington MA 02474 NONE 501(c)(3) Food Pantry 5000 St Anne's SVDP 75 King Street Littleton MA 01460 NONE 501(c)(3) Support, supplies 2500 St Catherine's Food Pantry 107 North Main Street Westford MA 01886 NONE 501(c)(3) Supplies and support 5000 St Joan of Arc SVDP 61 Canal Street Orleans MA 02653 NONE 501(c)(3) Support 5000 St Gregory's of Sinai Monastery 8252 Harrington Flat Road Kelseyville CA 95451 NONE 501(c)(3) Support 5000 St John the Baptist Food Pantry 44 School Street Quincy MA 02169 NONE 501(c)(3) Support, Supplies 7500 St Joseph's Food Pantry 556 Washington Street Quincy MA 02169 NONE 501(c)(3) Food Pantry 7500 Stephen Stiller Tunnel to Towers Foundation 2361 Hylan Blvd Staten Island NY 10306 NONE 501(c)(3) Support 10000 Supportive Living Inc 400 W Cummings Park Ste 6100 Woburn MA 01801 NONE 501(c)(3) Support 5000 Susan G Komen Breast Cancer Fund PO Box 224523 Dallas TX 752224523 NONE 501(c)(3) Support 5000 Friends of the Cameron Senior Center PO Box 2223 Westford MA 01886 NONE 501(c)(3) Support 5000 Thomas Crane Public Library Foundation 40 Washington Street Quincy MA 02169 NONE 501(c)(3) Support 2500 Weymouth Food Bank PO Box 89009d Weymouth MA 02189 NONE 501(c)(3) Support 5000 Women's Lunch Place P O Box 170900 Boston MA 02117 NONE 501(c)(3) Programs 5000 Wonderfund Inc (formerly DCF Kids Fund Inc) 24 Farnsworth Street Boston MA 02210 NONE 501(c)(3) Programs 5000 Year Up 45 Milk Street 9th Floor Boston MA 02108 NONE 501(c)(3) Programs 10000 Joshua Gainey Hospice Care Fund 3 Woodland Park Orleans MA 02653 INDIVIDUAL N/A Support for care 5000 Mechanicsburg Meals on Wheels PO Box 1093 Mechanicsburg PA 170551093 NONE 501(c)(3) Support 2500 See A New Sun PO Box 1344 Littleton MA 01460 NONE 501(c)(3) Support 10000 ThinkKids at MGH 125 Nashua Street Ste 540 Boston MA 02114 NONE 501(c)(3) Programs 2500 UMASS Boston Beacon Fund 100 Morrissey Blvd Boston MA 02125 NONE 501(c)(3) Support 2500 Westford Remembers PO Box 869 Westford MA 01886 NONE 501(c)(3) Support 7500 Westford Academy Scholarship Trust Enterprise Bk 237 Littleton Rd Westford MA 01886 NONE 501(c)(3) Scholarship funding 10000 Robert Radtke Scholarship Fund 261 Whites Path Unit 2 S Yarmouth MA 02664 NONE 501(c)(3) Scholarship funding 2500 635000 0 122 297305 801 166847 0 0 465075 465075 4 Funds are invested in stocks and bonds to obtain income to 4 be able to pay out the required amount to be distributed and to 4 preserve the trust principal. 8 In the event the income earned does not cover the amount of gifts to 8 made, investments are sold to provide funds tocover the gifts for the 8 current year. 0 0 0 0 0 0 0 0 0 0 FHLMC & FNMA 487380 457369 Corporate Bonds 1026058 992671 Stocks 4301456 5786498 1525606 1416979 0 0 Mutual Funds AT COST 2553259 2294389 Non-Dividend Distributions 3135 UBS - Investment advisory fees 75677 75677 0 Insurance premium 2029 2029 0 UBS - Other Investment Expenses 3957 3957 0 Bond Premiums 12697 12697 0 UBS - A1406 - OTHER 22 22 22 UBS - A1407 - OTHER 3 3 3 UBS - A1408 - OTHER 37 37 37 UBS - A1409 - OTHER 227 227 227 UBS - A1410 - OTHER 88 88 88 UBS - A1411 - OTHER 119 119 119 UBS - A1414 - OTHER 177 177 177 UBS - A1416 - OTHER 128 128 128 Timing Differences 1581 Foreign Taxes Paid 6569 6569 0