2024-05-15T11:11:37-05:00 2023-12-31 PECK ASSOCIATES PC 20 WALNUT STREET SUITE 210 WELLESLEY HILLS MA 024812104 990PF 2023-01-01 311472444 THE JEROME A SCHIFF CHARITABLE TRUST % JOHN A LOCKE JERO 7812357000 8 GROVE STREET SUITE 400 WELLESLEY MA 024827709 John A Locke TRUSTEE 7812357517 2024-05-13 true John A Locke 999009999 true CIDALIA A MASSIH CPA P01297102 7812357517 3 2023 2023-04-26 12:10:37Z X 1174847 X 0 X 1050 1050 30747 21718 94597 297089 94597 126394 117365 9335 5548 0 0 0 13414 13414 967 0 29264 13414 0 0 58000 58000 87264 13414 0 58000 39130 103951 -62116 -6880 -6880 234102 179636 179636 47552 145011 147115 660992 625830 829730 50089 28608 25246 930619 972205 1174847 0 0 X 2082991 2082991 -1152372 -1110786 930619 972205 930619 972205 930619 39130 2456 972205 972205 WELLS FARGO (5298) P 2023-12-31 34451 46021 -11570 -11570 WELLS FARGO (5298) P 2023-12-31 160849 99275 61574 61574 WELLS FARGO (5298) P 2023-12-31 101789 57196 44593 44593 94597 1445 1445 1445 1200 0 1200 245 false false false false false false false true true MA true false false false false true N/A JOHN A LOCKE 7812357000 8 GROVE STREET STE 400 WELLESLEY MA 024827709 false false false false false false false false false false false false false false false false false false false false false JOHN A LOCKE 8 GROVE STREET 400 WELLESLEY MA 024827709 TRUSTEE 0 9335 0 0 N/A 950823 213103 0 1163926 0 1163926 17459 1146467 57323 57323 1445 1445 55878 55878 55878 58000 0 0 0 0 58000 55878 0 2021 2020 2019 0 728 1029 1868 1384 5009 58000 0 55878 2122 7131 0 0 0 0 7131 728 1029 1868 1384 2122 NA NA john a locke TRUSTEE 8 GROVE STREET SUITE 400 WELLESLEY MA 024827709 7812357000 LETTERHEAD FORM INDICATING CHARITABLE NATURE OF APPLICATION AND A COPY OF INTERNAL REVENUE SERVICE LETTER STATING ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A). NONE NONE BRANDEIS UNIVERSITY 415 SOUTH STREET WALTHAM MA 024532700 N/A PC TO ESTABLISH UNDERGRADUATE RESEARCH FELLOWSHIPS 29000 WELLESLEY COLLEGE 106 CENTRAL STREET WELLESLEY MA 024818203 N/A PC TO ESTABLISH UNDERGRADUATE RESEARCH FELLOWSHIPS 29000 58000 14 1050 14 30747 18 94597 126394 126394 false false false false false false false false false false ACCOUNTING & TAX SERVICES 5548 985 CITIGROUP FIXED FLOAT 28608 25246 150 ABBVIE INC 0 0 125 AMAZON.COM INC 18105 18992 250 APPLE INC 4345 48132 500 BANK OF AMERICA CORP 6503 16835 400 CANNAE HOLDINGS INC 0 0 125 CHEVRON CORPORATION 0 0 650 COTERRA ENERCOTERRA 0 0 75 DIAMONDBACK ENERGY INC 12147 11631 2,325 EATON VANCE FLTNG RATE 35573 29179 2,500 EATON VANCE NATL MUNUI 51352 42300 1150 F&G ANNUITIES & LIFE INC 24608 52900 475 FREEPORT MCMORAN INC 17814 20221 925 FNF GROUP 8872 47193 350 GE HEALTHCARE TECHS INC 26073 27062 300 GILEAD SCIENCES INC 4781 24303 75 GOLDMAN SACHS GROUP INC 15732 28933 175 ISHARES NASDAQ BIOTECH 19023 23774 50 MCDONALDS CORP 14612 14825 80 MASTERCARD INC 28566 34121 100 MICROSOFT CORP 8900 37604 5,018 NUVEEN QUALITY MUNI 66267 57456 1,977 NUVEEN PREFERRED SECURIT 20296 13365 5,275 NUVEEN MUNI VALUE FUND 51498 45365 40 PARKER HANNIFIN CORP 17471 18428 200 PEPSICO INC 13594 33968 650 PFIZER INC. 0 0 6,000 PUTNAM PREMIER INCOME 0 0 475 SCHLUMBERGER LTD SLB 17745 24719 1325 VANECK ETF TRUST PFD SEC 27566 22764 80 VIATRIS INC 0 0 3,535 VANGUARD MUNI BOND FUND 50150 48607 85 T-MOBILE US INC 11967 13628 85 TARGET CORP 11667 12106 450 WALGREENS BOOTS ALLIANCE I 0 0 150 WASTE MGMT INC DEL 16931 26865 700 WELLS FARGO & CO NEW 23672 34454 3,038 ALLSPRING S-TERM HIGH 0 0 145011 147115 STATE CHARITY FILING FEES 0 GAIN ON REDEMPTION OF BONDS NOT ON 1099 2456 INVESTMENT FEES-ADR 13414 13414 US EXCISE TAX ON INVEST INCOME 967