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 042136910 JOSEPHINE G RUSSELL TRUST C/O MARSHA E RICH ESQ JOSE 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 9534354 X X 8672 8672 314421 314421 103195 5801268 103195 7290 0 433578 426288 37500 18750 18750 12019 6009 6010 29046 14523 14523 8750 4375 4375 7217 7217 0 3 3 0 2520 1260 1260 68584 66851 1734 165639 118988 46652 475125 475125 640764 118988 521777 -207186 307300 182966 216381 216381 17918 0 12698 17918 17918 0 37666 38856 9151156 8212409 8582070 0 655260 679129 9346820 9139634 9534354 0 0 X 3866161 3379356 0 0 5480659 5760278 9346820 9139634 9346820 9139634 9346820 -207186 0 9139634 0 9139634 PUBLICALLY TRADED SECURITIES P 1189438 1145725 43713 43713 PUBLICALLY TRADED SECURITIES P 4611830 4552348 59482 59482 103195 4271 0 4271 0 4271 2800 0 0 0 2800 0 1471 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 7500 0 0 EILEEN M KHOURY PO BOX 5627 SALISBURY MA 01952 TRUSTEE 10.00 7500 0 0 JOHN T POLLANOESQ 280B MERRIMACK STREET METHUEN MA 01844 TRUSTEE 10.00 7500 0 0 REV CHRISTOPHER CASEY 22 PLYMOUTH STREET METHUEN MA 01844 TRUSTEE 10.00 7500 0 0 MATTHEW A KRAUNELIS 61 COX LANE METHUEN MA 01844 TRUSTEE 10.00 7500 0 0 NONE 0 NONE 0 0 8870711 221679 0 9092390 0 0 9092390 136386 8956004 447800 447800 4271 4271 443529 0 443529 0 443529 521777 0 521777 443529 406865 0 0 521777 406865 0 0 114912 0 0 0 0 0 0 0 0 328617 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. MUST SPECIFY THE NUMBER OF LAWRENCE RESIDENTS WHO WILL BE SERVED BY THE GRANT. 9. ANY OTHER INFORMATION WHICH THE APPLICANT BELIEVES WILL BE HELPFUL TO THE TRUSTEES IN PROCESSING THE APPLICATION. JANUARY 31 FOR 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 ORGANIZATIONS WHICH DO NOT COMPLY WITH THIS REQUIREMENT WILL NOT BE CONSIDERED BY THE TRUSTEES. APPALACHIAN MOUNTAIN CLUB 5 JOY STREET BOSTON MA 02108 NONE CHARITY 10000 BELLESINI OSA ACADEMY 94 BRADFORD STREET LAWRENCE MA 01840 NONE EDUCATION 12500 BOYS & GIRLS CLUB OF LAWRENCE 136 WATER STREET LAWRENCE MA 01841 NONE CHARITY 15000 BREAD & ROSES 56 NEWBURY STREET LAWRENCE MA 01840 NONE CHARITY 19000 BREAD & ROSES HERITAGE COMMITTEE 58 NEWBURY STREET LAWRENCE MA 01843 NONE CHARITY 2500 BREAD & ROSES HOUSING 58 NEWBURY STREET LAWRENCE MA 01843 NONE CHARITYCHARITY 10000 BROOKS SCHOOL 1160 GREAT POND ROAD NORTH ANDOVER MA 01845 NONE EDUCATION 12000 CATIE'S CLOSET 19 SCHOOL STREET DRACUT MA 01826 NONE CHARITY 5000 CENTRAL CATHOLIC HIGH SCHOOL 300 HAMPSHIRE STREET LAWRENCE MA 01841 NONE EDUCATION 15000 COMMUNITIES TOGETHER INC 198 SOUTH BROADWAY LAWRENCE MA 01843 NONE CHARITY 9500 COMMUNITY GIVING TREE 572B MAIN STREET BOXFORD MA 01921 NONE CHARITY 7000 COMMUNITY IN ROADS 190 ACADEMY ROAD NORTH ANDOVER MA 01845 NONE CHARITY 7000 EASTER SEALS MASSACHUSETTS 484 MAIN STREET WORCESTER MA 01608 NONE CHARITY 5000 ESPERANZA ACADEMY 198 GARDEN STREET LAWRENCE MA 01840 NONE EDUCATION 10000 ESSEX COUNTY HABITAT FOR HUMANITY 14 PARK STREET DANVERS MA 01923 NONE CHARITY 7500 FAMILY SERVICE INC (YOUTH DEVELOPMENT) 430 NORTH CANAL STREET LAWRENCE MA 01840 NONE HEALTH 8000 FAMILY SERVICE INC (SAMARITANS) 430 NORTH CANAL STREET LAWRENCE MA 01840 NONE HEALTH 5000 FOOD FOR THE WORLD INC 516 ESSEX STREET LAWRENCE MA 01841 NONE CHARITY 22000 GREATER LAWRENCE COMMUNITY BOATING PROGRAM 1 EATON STREET LAWRENCE MA 01843 NONE CHARITY 20000 GREATER LAWRENCE FAMILY HEALTH CENTER 401 GRIFFIN BROOK DRIVE METHUEN MA 01844 NONE HEALTH 8000 GROUNDWORK LAWRENCE 60 ISLAND STREET LAWRENCE MA 01840 NONE CHARITY 20000 HILLSIDE CEMETRY ASSN 738 JOHN STARK HW SOUTH WEARE NH 03281 NONE CHARITY 25 LAWRENCE COMMUNITY WORKS 168 NEWBURY STREET LAWRENCE MA 01840 NONE CHARITY 7500 LAWRENCE GENERAL HOSPITAL 1 GENERAL STREET LAWRENCE MA 01842 NONE HEALTH 40000 LAWRENCE HISTORY CENTER 6 ESSEX STREET LAWRENCE MA 01840 NONE EDUCATION 3000 LAWRENCE PROSPERA 417 CANAL STREET LAWRENCE MA 01840 NONE CHARITY 10000 LAZARUS HOUSE 48 HOLY STREET LAWRENCE MA 01841 NONE CHARITY 35000 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 10000 MERRIMACK VALLEY IMMIGRANT EDUCATION CENTER 439 S UNION STREET BLDG 2 BASEMENT LAWRENCE MA 01843 NONE CHARITY 6500 NEIGHBORS IN NEED 60 ISLAND STREET SUITE 214 LAWRENCE MA 01840 NONE CHARITY 20000 NOTRE DAME CRISTO REY HIGH SCHOOL 203 LAWRENCE STREET METHUEN MA 01844 NONE EDUCATION 25000 NOTRE DAME EDUCATION CENTER 354 MERRIMACK STREET UNIT 210 LAWRENCE MA 01843 NONE EDUCATION 10000 PROFESSIONAL CENTER FOR CHILD DEVELOPMENT 130 PARKER STREET LAWRENCE MA 01840 NONE EDUCATION 15000 PROJECT HOME AGAIN 123 TEWKSBURY STREET LAWRENCE MA 01810 NONE CHARITY 4500 ST GEORGE EASTERN ORTHODOX CHURCH 8 LOWELL STREET LAWRENCE MA 01840 NONE CHARITY 8000 TEACH FOR AMERICA MASSACHUSETTS 60 CANAL STREET 5TH FLOOR BOSTON MA 02114 NONE EDUCATION 12000 THE JOEY FOURNIER SERVICES INC 45 CASTLEMERE PL NORTH ANDOVER MA 01845 NONE CHARITY 5000 TTES OF WEARE PUBLIC LIBRARY 10 PAIGE MEMORIAL HW WEARE NH 03281 NONE CHARITY 100 WINDRUSH FARM THERAPERTIC EQUITATION INC 30 BROOKVIEW ROAD BOXFORD MA 01921 NONE CHARITY 7500 MERRIMACK VALLEY DREAM CENTER 60 ISLAND STREET LAWRENCE MA 01840 NONE CHARITY 2500 MERRIMACK VALLEY YMCA 360 MERRIMACK STREET LAWRENCE MA 01843 NONE CHARITY 6000 PSYCHOLOGICAL CENTER INC 11 UNION STREET LAWRENCE MA 01840 NONE CHARITY 7500 475125 0 14 8672 14 314421 18 103195 TAX REFUND 7290 0 433578 0 433578 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8750 4375 4375 CORPORATE BONDS 655260 679129 CORPORATE STOCK 8212409 8582070 37666 38856 0 0 LEGAL FEES 29046 14523 14523 FILING FEES 125 63 62 INVESTMENT FEES 66788 66788 0 OFFICE EXPENSE 727 0 728 POSTAGE 134 0 134 INSURANCE 467 0 467 PUBLICATIONS 343 0 343 TAX REFUND 7290 7290 FOREIGN TAXES IN DIVIDENDS 3 3 0