2024-08-20T10:55:49-07:00 2023-12-31 043447507 FRITZ DEGUGLIELMO LLC 8 ESSEX STREET NEWBURYPORT MA 01950 990PF 2023-01-01 046889522 The Frank L Currier Charitable Foundation FRAN 9784623136 52 Highland Road South Hampton NH 03827 Janice Morse Trustee 9784623136 2024-07-30 true Stephen J DeGuglielmo CPA P00166992 9784622161 2024-08-20 2023 2024-08-08 14:25:15Z X 1964610 X X 70 70 34600 34600 70974 130897 70974 0 0 105644 105644 17500 8750 0 8750 0 600 0 0 600 212 0 0 212 3339 669 0 670 0 96 0 0 96 21747 9419 0 10328 76000 76000 97747 9419 0 86328 7897 96225 0 39146 21470 21470 0 0 1451792 1477365 1943140 0 0 0 0 0 0 1490938 1498835 1964610 0 0 0 0 0 X 1490938 1498835 1490938 1498835 1490938 1498835 1490938 7897 1498835 1498835 Washington Mututal Investors Fund - CG Distribution P 2022-12-31 2023-12-31 25919 0 0 25919 0 0 0 25919 The Investment Company of America - CG Distribution P 2022-12-31 2023-12-31 24978 0 0 24978 0 0 0 24978 186 Shares of Washington Mutual Investors P 2017-01-23 2023-10-10 10000 0 8185 1815 0 0 0 1815 923 Shares of the Investment Company of America P 2017-01-23 2023-12-04 45000 0 35442 9558 0 0 0 9558 839 Shares of American Balanced Fund P 2020-01-01 2023-10-10 25000 0 16296 8704 0 0 0 8704 70974 1338 0 1338 0 1338 724 0 724 724 X 20 634 0 false false false false false false false false true MA true false false false false false N/A Janice C Morse Trustee 9784623136 52 Highland Road South Hampton NH 038273607 false false false false false false false false false false false false false false false false false false false false Janice C Morse 52 Highland Road South Hampton NH 03827 Trustee 10.00 17500 0 0 NONE 0 NONE 0 Grants to local charitable organizations, including food pantries, a hospital, a school, youth organizations, and the Salvation Army. 76000 1818476 39915 0 1858391 0 1858391 27876 1830515 91526 91526 1338 1338 90188 90188 90188 86328 86328 90188 4939 6245 7574 0 0 18758 86328 0 86328 0 3860 3860 14898 0 0 0 0 1079 13819 6245 7574 0 0 0 None None X Janice Morse Trustee 52 Highland Road South Hampton NH 03827 9784623136 Form of letter, name and address of charitable organization, amount and purpose. None None 1st Lt Derek Hines Soldiers Assist Fund 54 Ferry Road Newburyport MA 01950 501 (c)(3) Assistance to Veterans and Families 5000 Amesbury Middle School 10 Congress Street Amesbury MA 01913 501(c)(3) TherapeuticRiding School 2000 Anna Jaques Comm Health Foundation 21 Highland Avenue Newburyport MA 01950 501(c)(3) InfusionStation 10000 Boys and Girls Club of Merrimack Valley 18 Maple Street Salisbury MA 01952 501(c)(3) ProgramDevelopment 5000 South Hampton Public Library 3-1 Hilldale Avenue South Hampton NH 03827 501(c)(3) Public Support 1000 Market Street Baptist Church 37 Market Street Amesbury MA 01913 501(c)(3) Ministry Support 3000 Our Neighbor's Table Inc PO Box 592 Amesbury MA 01913 501(c)(3) Food Pantry andCommunity Support 5000 Salvation Army of Newburyport 40 Water Street Newburyport MA 01950 501(c)(3) Community Support 5000 The Pettengill House 13 Lafayette Road Salisbury MA 01952 501(c)(3) Community Support 18000 YWCA Greater Newburyport 13 Market Street Newburyport MA 01950 501(c)(3) ProgramDevelopment 10000 General Charitable Society of NBPT PO Box 365 Newburyport MA 01950 501(c)(3) Community support 2000 Maudslay State Park Assoc 75 Curzon Mill Road Newburyport MA 01950 501(c)3 Pond restoration 3000 Lucy's Love Bus 89 South Street Boston MA 02111 501(c)3 Therapy for ill children 5000 Nourishing the Northshore 3 Harris Street Newburyport MA 01950 501(c)3 Food Insecurity 1000 Community Services of Newburyport 35 Summer Street Newburyport MA 01950 501(c)3 Camp Scholarship 1000 76000 NONE 14 70 14 34600 18 70974 105644 105644 N/A N/A false false false false false false false false false false Fritz DeGuglielmo LLC Tax return prep 600 0 0 600 Washington Mutual Investors - Capital Gain Distribution 2023-12 25919 25919 The Investment Company of America - Capital Gain Distribution 2023-12 24978 24978 Washington Mutual Investors Fund - Stock Sale 2017-01 2023-10 10000 8185 1815 The Investment Company of America - Stock Sale 2017-01 2023-12 45000 35442 9558 American Balanced Fund 2023-10 25000 16296 8704 American Balanced Fund 443664 603633 The Investment Company of America 568636 738055 Washington Mutual Investors Fund 465065 601452 State filing fees 36 0 0 36 Office 60 0 0 60 Ritz Payroll Payroll Processing 212 0 0 212 Payroll taxes 1339 669 0 670 Excise tax on investment income 2000 0 0 0