2024-10-06T14:01:11-05:00 2023-11-30 041309690 FIDUCIARY TRUST COMPANY PO BOX 55806 BOSTON MA 022055806 990PF 2022-12-01 046039456 NANCY & MAURICE LAZARUS FUND LAZA 6174825270 C/O FIDUCIARY TRUST CO PO BOX 5 BOSTON MA 022055806 CAROL LAZARUS TRUSTEE 6174825270 2024-10-03 true false FIDUCIARY TRUST COMPANY P00644833 6174825270 2024-10-03 2022 2024-10-15 13:58:12Z X 1404130 X 27879 28277 55344 245857 55344 0 83223 83621 0 0 0 0 0 0 11005 11005 0 0 670 394 0 0 0 0 0 0 0 1495 1495 13170 11399 0 1495 79000 79000 92170 11399 0 80495 -8947 72222 0 127775 113506 113506 0 0 0 430656 412134 573610 594884 618728 717014 1153315 1144368 1404130 0 X 1153315 1144368 1153315 1144368 1153315 1144368 1153315 -8947 0 1144368 0 1144368 45. APPLE COMPUTER INC COM 2009-04-30 2023-03-27 7137 203 6934 6934 82. APPLE COMPUTER INC COM 2009-04-30 2023-10-16 14535 371 14164 14164 71. CVS CORPORATION 2009-04-30 2023-06-26 4932 2235 2697 2697 231. CISCO SYSTEMS INC COM 2018-01-30 2023-06-26 11700 9774 1926 1926 245. ISHARES CORE MSCI EUROPE ETF 2021-10-28 2022-12-08 11844 14472 -2628 -2628 270. JP MORGAN ULTRA-SHORT INCOME ETF 2022-09-23 2023-03-27 13592 13547 45 45 74. LOWE'S COS INC 2009-04-30 2023-05-09 15119 1625 13494 13494 570. VANGUARD FTSE DEVELOPED ETF 2023-03-27 24972 22518 2454 2454 2396. VANGUARD FTSE DEVELOPED ETF 2023-03-27 104969 100394 4575 4575 448. VANGUARD MSCI EUROPEAN INDEX ETF 2022-12-08 2023-03-27 26405 25374 1031 1031 CAPITAL GAIN DIVIDENDS P 10652 CAPITAL GAIN DIVIDENDS P 10652 CAPITAL GAIN DIVIDENDS P 10652 CAPITAL GAIN DIVIDENDS P 10652 CAPITAL GAIN DIVIDENDS P 10652 CAPITAL GAIN DIVIDENDS P 10652 CAPITAL GAIN DIVIDENDS P 10652 CAPITAL GAIN DIVIDENDS P 10652 CAPITAL GAIN DIVIDENDS P 10652 CAPITAL GAIN DIVIDENDS P 10652 55344 1004 0 1004 0 1004 1056 0 1000 2056 0 1052 1004 48 false false false false false false false true true MA true false false false false true FIDUCIARY TRUST COMPANY 6174825270 53 STATE STREET BOSTON MA 02109 false false false false false false false false false false false false false false false false false false false false false JILL LAZARUS EURICH 7 WALNUT STREET NEWTON MA 02460 TRUSTEE 1 0 CAROL LAZARUS 304 SCHOOL STREET WATERTOWN MA 02472 TRUSTEE 1 0 NONE 0 NONE 0 1239278 128803 0 1368081 0 0 1368081 20521 1347560 67378 67378 1004 1004 66374 0 66374 0 66374 80495 0 0 0 0 80495 66374 68910 2020 9904 0 0 0 0 0 0 80495 68910 9904 0 1681 0 0 0 0 0 0 0 0 64693 0 0 0 0 0 0 0 0 CAROL LAZARUS 304 SCHOOL STREET WATERTOWN MA 02472 6179262647 N/A LETTER STATING REQUEST, AMOUNT AND USAGE OF FUNDS NONE NONE AMNESTY INTERNATIONAL 5 PENN PLAZA 16TH FLOOR NEW YORK NY 10001 NONE PC GENERAL PURPOSES 1000 ASPCMSPCA 350 SOUTH HUNTINGTON JAMAICA PLAIN MA 02130 NONE PC GENERAL PURPOSES 750 ATRIUM SCHOOL 69 GROVE STREET WATERTOWN MA 02472 NONE PC GENERAL PURPOSES 500 BETH ISRAEL LAHEY HEALTH 330 BROOKLINE AVENUE BOSTON MA 02215 NONE PC GENERAL PURPOSES 750 BOSTON BAROQUE 177 HUNTINGTON AVENUE 17TH FLOOR BOSTON MA 02115 NONE PC GENERAL PURPOSES 300 BOSTON PARTNERS IN EDUCATION 192 SOUTH STREET SUITE 600 BOSTON MA 02111 NONE PC GENERAL PURPOSES 200 BOWDOIN COLLEGE 255 MAINE STREET BRUNSWICK ME 04011 NONE PC GENERAL PURPOSES 250 BRANDEIS UNIVERSITY ANNUAL FUND 415 SOUTH STREET WALTHAM MA 02453 NONE PC GENERAL PURPOSES 1000 BRANDEIS UNIVERSITY LEE SCOTT RACHMAN SCHOLARSHIP FUND 415 SOUTH STREET WALTHAM MA 02453 NONE PC GENERAL PURPOSES 1500 CAPE COD MODERN HOUSE TRUST PO BOX 1191 SOUTH WELLFLEET MA 02663 NONE PC GENERAL PURPOSES 500 CARROLL SCHOOL FOR THE BLIND 770 CENTRE STREET NEWTON MA 02458 NONE PC GENERAL PURPOSES 200 COMPASSION AND CHOICES PO BOX 485 ETNA NH 03750 NONE PC GENERAL PURPOSES 500 DANA FABER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON MA 02215 NONE PC GENERAL PURPOSES 1000 DE NOVO 47 THORNDIKE STREET SUITE SB-LL-1 CAMBRIDGE MA 02141 NONE PC GENERAL PURPOSES 250 EQUAL JUSTICE INITIATIVE 122 COMMERCE STREET MONTGOMERY AL 36104 NONE PC GENERAL PURPOSES 1000 FENWAY HIGH SCHOOL 67 ALLEGHANY STREET BOSTON MA 02120 NONE PC GENERAL PURPOSES 3500 THE FOOD PROJECT 10 LEWIS STREET LINCOLN NH 01773 NONE PC GENERAL PURPOSES 500 GREATER BOSTON FOOD BANK 70 S BAY AVENUE BOSTON MA 02118 NONE PC GENERAL PURPOSES 1000 HABITAT FOR HUMANITY 285 PEACHTREE CENTER AVENUE NE SUIT ATLANTA GA 30303 NONE PC GENERAL PURPOSES 1000 HOME FOR LITTLE WANDERERS 10 GUEST STREET BOSTON MA 02135 NONE PC GENERAL PURPOSES 200 HUNTINGTON THEATER COMPANY 560 HARRISON AVE SUITE 504 BOSTON MA 02118 NONE PC GENERAL PURPOSES 750 INTERNATIONAL FUND FOR ANIMAL WELFARE 290 SUMMER STREET YARMOUTHPORT MD 02675 NONE PC GENERAL PURPOSES 1000 LAWYERS FOR CIVIL RIGHTS 61 BATTERYMARCH STREET 5TH FLR BOSTON MA 02110 NONE PC GENERAL PURPOSES 1000 LESLEY UNIVERSITY JILL LAZARUS EURICH ENDOWMENT 29 EVERETT STREET CAMBRIDGE STREET MA 02138 NONE PC GENERAL PURPOSES 2000 LITERACY VOLUNTEERS OF MASSACHUSETTS 7 N MARKET STREET BOSTON MA 02109 NONE PC GENERAL PURPOSES 200 LOWER CAPE OUTREACH COUNCIL PO BOX 2013 ORLEANS MA 02653 NONE PC GENERAL PURPOSES 500 THE MARFAN FOUNDATION 22 MANHASSET AVENUE PORT WASHINGTON NY 11050 NONE PC GENERAL PURPOSES 1000 MARYLAND INSTITUTE COLLEGE OF ART 1300 MT ROYAL AVENUE BALTIMORE MD 21217 NONE PC GENERAL PURPOSES 250 MASS AUDBON 208 SOUTH GREAT ROAD LINCOLN MA 01773 NONE PC GENERAL PURPOSES 250 MASS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 NONE PC GENERAL PURPOSES 1000 MASSACHUSETTS IMMIGRANT AND REFUGEE ADVOCACY COALITION 105 CHAUNCY STREET SUITE 901 BOSTON MA 02111 NONE PC GENERAL PURPOSES 750 MASS LAW REFORM INSTITUTE 40 COURT STREET 800 BOSTON MA 02108 NONE PC GENERAL PURPOSES 1500 MT AUBURN HOSPITAL 330 MT AUBURN STREET CAMBRIDGE MA 02138 NONE PC GENERAL PURPOSES 500 NATIONAL TRUST FOR HISTORIC PRESERVATION 2600 VIRGINIA AVENUE NW SUITE 1100 WASHINGTON DC 20037 NONE PC GENERAL PURPOSES 250 NEWTON WELLESLEY HOSPITAL 2104 WASHINGTON STREET NEWTON MA 02462 NONE PC GENERAL PURPOSES 750 NORTHEASTERN UNIVERSITY SCHOOL OF LAW 416 HUNGTINGTON AVENUE BOSTON MA 02115 NONE PC GENERAL PURPOSES 100 OUTER CAPE HEALTH CENTER PO BOX 598 HARWICH MA 02646 NONE PC GENERAL PURPOSES 1500 OXFAM 226 CAUSEWAY STREET 5TH FLR BOSTON MA 02114 NONE PC GENERAL PURPOSES 500 PINE STREET INN 444 HARRISON AVENUE BOSTON MA 02118 NONE PC GENERAL PURPOSES 1250 POSSE FOUNDATION 14 WALL STREET NEW YORK NY 10005 NONE PC GENERAL PURPOSES 200 PROJECT BREAD 145 BORDER STREET BOSTON MA 02128 NONE PC GENERAL PURPOSES 300 PROVINCETOWN SOUP KITCHEN PO BOX 538 BOSTON MA 02657 NONE PC GENERAL PURPOSES 300 RICE UNIVERSITY SCHOOL OF ARCHITECTURE 6100 MAIN STREET HOUSTON TX 77005 NONE PC GENERAL PURPOSES 500 ROSIE'S PLACE 889 HARRISON AVENUE BOSTON MA 02118 NONE PC GENERAL PURPOSES 1000 ST JOSEPH'S NEIGHBORHOOD CENTER 417 SOUTH AVENUE ROCHESTER NY 14620 NONE PC GENERAL PURPOSES 500 SALISBURY SCHOOL 251 CANAAN ROAD SALISBURY CT 06068 NONE PC GENERAL PURPOSES 250 SHADY HILL SCHOOL 178 COOLIDGE HILL CAMBRIDGE MA 02138 NONE PC GENERAL PURPOSES 500 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 NONE PC GENERAL PURPOSES 1500 SPECIAL OLYMPICS 2600 VIRGINIA AVE NW 11TH FLOOR WASHINGTON DC 20037 NONE PC GENERAL PURPOSES 250 SYMPHONY SPACE 2537 BROADWAY NEW YORK NY 10025 NONE PC GENERAL PURPOSES 200 TRURO CENTER FOR THE ARTS 10 MEETINGHOUSE RD TRURO MA 02666 NONE PC GENERAL PURPOSES 300 VISITING NURSES OF CAPE COD 26 ALDEN ST PROVINCETOWN MA 02657 NONE PC GENERAL PURPOSES 500 WATER COMPASS 505 TREMONT ST UNIT 411 BOSTON MA 02116 NONE PC GENERAL PURPOSES 750 WBUR 890 COMONWEALTH AVE BOSTON MA 02215 NONE PC GENERAL PURPOSES 1500 WGBH ONE GUEST STREET BOSTON MA 02135 NONE PC GENERAL PURPOSES 3000 WELLFLEET HARBOR ACTORS THEATER 2357 OLD RTE 6 RD WELLFLEET MA 02667 NONE PC GENERAL PURPOSES 300 WELLFLEET PRESERVATION HALL 335 MAIN STREET WELLFLEET MA 02667 NONE PC GENERAL PURPOSES 300 WELLFLEET SENIOR CENTER 715 OLD KINGS HWY WELLFLEET MA 02667 NONE PC GENERAL PURPOSES 300 WILD CARE CAPE COD 10 SMITH LANE EASTHAM MA 02642 NONE PC GENERAL PURPOSES 250 NEWTON FREE LIBRARY 330 HOMER STREET NEWTON MA 02459 NONE PC GENERAL PURPOSES 200 THE FARM SCHOOL 488 MOORE HILL ROAD ATHOL MA 01331 NONE PC GENERAL PURPOSES 300 TRUSTEES OF RESERVATIONS 200 HIGH STREET 4TH FLR BOSTON MA 02110 NONE PC GENERAL PURPOSES 300 UASPIRE 31 MILK STREET 900 BOSTON MA 02109 NONE PC GENERAL PURPOSES 300 UNHCR 1310 L SUITE 450 WASHINGTON DC 20005 NONE PC GENERAL PURPOSES 1000 WATERTOWN COOPERATIVE NURSERY SCHOOL 124 WATERTOWN STREET SUITE 1E WATERTOWN MA 02472 NONE PC GENERAL PURPOSES 200 WELLFLEET CONSERVATION TRUST 35 NAUSET RD WELLFLEET MA 02667 NONE PC GENERAL PURPOSES 500 WELLFLEET HISTORICAL SOCIETY PO BOX 58 WELLFLEET MA 02667 NONE PC GENERAL PURPOSES 300 WELLFLEET PUBLIC LIBRARY 55 MAIN STREET WELLFLEET MA 02667 NONE PC GENERAL PURPOSES 500 WELLFLEET FOOD PANTRY 25 LIEUTENANT ISLAND ROAD WELLFLLET MA 02667 NONE PC GENERAL PURPOSES 500 WESLEYAN UNIVERSITY 45 WYLLYS AVENUE MIDDLETOWN CT 06459 NONE PC GENERAL PURPOSES 500 AMERICAN CIVIL LIBERTIES UNION ONE CENTER PLZ SUITE 850 BOSTON MA 02108 NONE PC GENERAL PURPOSES 5000 MEDICINES SANS FRONTIERES 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 NONE PC GENERAL PURPOSES 7000 NAACP LEGAL DEFENSE FUND 40 RECTOR STREET NEW YORK NY 10006 NONE EXEMPT GENERAL PURPOSES 1000 PARTNERS IN HEALTH 800 BOYLSTON ST BOSTON MA 02199 NONE PC GENERAL PURPOSES 2250 PLANNED PARENTHOOD FEDERATION OF AMERICA PO BOX 97166 WASHINGTON DC 200907166 NONE PC GENERAL PURPOSES 4000 CENTER FOR COASTAL STUDIES 5 HOLWAY AVE PROVINCETOWN MA 02657 NONE PC GENERAL PURPOSES 500 WORLD CENTRAL KITCHEN PO BOX 96538 WASHINGTON DC 200906538 NONE PC GENERAL PURPOSE 7000 SAVE THE CHILDREN FEDERATION INC 501 KINGS HIGHWAY EAST 400 FAIRFIELD CT 06825 NONE PC GENERAL PURPOSE 4000 79000 14 27879 18 55344 83223 83223 false false false false false false false false false false SECTION 4942(h)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONS. Pursuant to IRC Sec. 4942(h)(2) and Reg. 53.4942(a)-3(d)(2), the foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of undistributed income from tax year 2020 in the amount of $9,904. FILING FEE 35 0 35 TAX PREP FEE 1460 0 1460 FIDUCIARY TRUST COMPANY 11005 11005 EXCISE TAX 670 0 0 FOREIGN TAX ON DIVIDENDS 394 0