2024-11-14T11:03:04-05:00 2023-12-31 043252952 SULLIVAN AND FOLAN LLC 325 WOOD RD STE 105 BRAINTREE MA 021842413 990PF 2023-01-01 043559145 THE JAMES AND ALICE MCGONAGLE CHARI JAME 7815515900 C/O JOHN E FEDELE TRUSTEE - 17 WA NORWOOD MA 020623318 JOHN E FEDELE TRUSTEE 7815515900 2024-11-08 false DAVID SULLIVAN CPA P00053329 7818496060 2024-11-08 2023 2024-10-15 13:58:12Z X 2001592 X 527850 X 16730 16730 27466 27466 -1627 130508 570419 44196 1716 1716 12271 12271 29 29 515 515 14531 14531 0 60000 60000 74531 14531 60000 495888 29665 194259 188512 188512 100000 75000 98258 239039 427173 1353471 20820 370000 359233 57995 7596 2118 612113 1068281 2001592 0 X 936931 936931 -324818 131350 612113 1068281 612113 1068281 612113 495888 1108001 39720 1068281 AMERIPRISE FINL P 2017-01-19 2023-10-16 25000 25000 GOLDMAN SACHS P 2019-03-29 2023-04-03 105000 105000 GNMA POOL P 2001-08-02 2023-12-20 62 63 -1 -1 GNMA POOL P 2003-10-02 2023-12-20 86 92 -6 -6 MICRO FOCUS INTL P 2000-11-15 2023-02-21 180 990 -810 -810 MICRO FOCUS INTL P 2000-11-15 2023-02-21 180 990 -810 -810 -1627 412 412 412 104 500 604 192 192 false false false false false false false false true true false false false false true N/A JOHN E FEDELE 7815515900 17 WALPOLE STREET NORWOOD MA 020623318 false false false false false false false true 2021 true false false false false false false false false false false false false JOHN E FEDELE 17 WALPOLE STREET NORWOOD MA 020623318 TRUSTEE 000.00 0 0 0 JOAN ROYCROFT 727 MAIN STREET APT F2 OSTERVILLE MA 02655 TRUSTEE 000.00 0 0 0 NONE NONE N/A 1269245 191385 0 1460630 1460630 21909 1438721 71936 71936 412 412 71524 71524 71524 60000 60000 71524 47636 2021 4861 60000 47636 12364 4861 4861 59160 X ALS THERAPY DEVELOPMENT INSTITUTE 300 TECHNOLOGY SQUARE SUITE 400 CAMBRIDGE MA 02139 NONE 501(C)(3) CHARITABLE CONTRIBUTION 60000 60000 16730 27466 -1627 42569 42569 false false false false false false false false false false CORPORATE BONDS 370000 359233 CORPORATE STOCK 427173 1353471 75000 98258 OTHER ASSETS AT COST 7596 2118 FEDELE AND MURRAY, P.C. 1716 1716 FEDERAL TAX 434 BOOK VS TAX DIFFERENCES 39286 EXPENSES OTHER 515 515 TRUSTEE FEES 12271 12271 FOREIGN TAXES WITHHELD 29 29