2024-11-14T15:22:30-05:00 2023-12-31 042686846 KING MCNAMARA MORIARTY LLP 473 WASHINGTON STREET NORWOOD MA 020622330 990PF 2023-01-01 042023566 MASSACHUSETTS CHARITABLE MECHANIC ASSOCIATION MASS 6174791795 353 SOUTHERN ARTERY QUINCY MA 021692210 PETER J LEMONIAS TREASURER 7814472422 2024-11-05 true true JOSEPH B MORIARTY CPA P00043600 7817696300 2024-11-14 2023 2024-10-15 13:58:12Z X 5182775 X 227425 3 3 93382 93382 26400 26400 11330 336519 5199195 336519 500 684229 456304 20400 1020 4080 154297 10847 24482 24482 7247 7247 3521 1761 12953 6694 3755 8041 1206 5790 52781 13540 33240 283722 66797 46865 228294 228294 512016 66797 275159 172213 389507 53302 79351 79351 124569 534279 534279 1700 4700 4700 2814497 2584970 2787862 1030744 1121318 1143261 633322 448243 192966 185079 633322 1100 4217778 4510797 5182775 605 15038 9116 11090 9721 26128 X 3650578 3934344 557479 550325 4208057 4484669 4217778 4510797 4208057 172213 108744 4489014 4345 4484669 41SHS SPDR S&P INTL SMALL P 2023-01-11 1253 1256 -3 -3 17.387SHS S&P 500 COMMON P 2023-01-13 3731 2407 1324 1324 91.99SHS SSGA INTL STOCK P 2023-03-09 925 916 9 9 1163SHS IPATH BLOOMBERG P 2023-04-14 37539 28875 8664 8664 17SHS IPATH BLOOMBERG P 2023-05-09 524 430 94 94 52.235SHS S&P 500 COMMON TRUST P 2023-05-30 11862 11888 -26 -26 413SHS SPDR S&P MIDCAP P 2023-06-26 191391 123397 67994 67994 27,946.724SHS BLACKROCK HIGH YIELD P 2023-06-27 188361 199809 -11448 -11448 732.746SHS ABERDEEN EMERGING P 2023-01-12 9936 11546 -1610 -1610 1.713SHS S&P 500 COMMON P 2023-01-13 367 393 -26 -26 66.012SHS SSGA INTL STOCK P 2023-03-09 663 702 -39 -39 19SHS IPATH BLOOMBERG P 2023-04-14 613 481 132 132 1017SHS IPATH BLOOMBERG P 2023-05-09 31322 25251 6071 6071 547.756SHS S&P 500 COMMON P 2023-05-30 124390 83606 40784 40784 61SHS IPATH DOW JONES AIG COMMODITY P 2023-06-26 1885 1840 45 45 62,778.323SHS STATE STREET INTERNATI P 2023-06-27 643478 652554 -9076 -9076 13.826SHS ABERDEEN EMERGING P 2023-01-12 187 217 -30 -30 1SHS SPDR DOW JONES P 2023-01-26 95 109 -14 -14 685.52SHS SSGA INTL STOCK P 2023-03-09 6889 6802 87 87 57SHS SPDR SERIES P 2023-04-14 1850 1985 -135 -135 126SHS IPATH BLOOMBERG P 2023-05-09 3881 3149 732 732 73.494SHS S&P 500 COMMON P 2023-05-30 16690 10942 5748 5748 79SHS SPDR S&P INTERNATIONAL P 2023-06-26 2367 2343 24 24 390.808SHS ABERDEEN EMERGING P 2023-06-27 5112 6210 -1098 -1098 76.139SHS ABERDEEN EMERGING P 2023-01-12 1032 1193 -161 -161 4SHS SPDR S&P INTL SMALL P 2023-01-26 127 147 -20 -20 4161.281SHS PASSIVE BOND P 2023-03-09 67290 66487 803 803 3457SHS SPDR SERIES TRUST P 2023-04-14 112214 120488 -8274 -8274 4724.967SHS SSGA INTL STOCK SELECTIO P 2023-05-09 48951 46697 2254 2254 11,128.922SHS TREASURY INFLATION P 2023-05-30 183382 188586 -5204 -5204 22SHS SPDR DJ WILSHIRE REIT P 2023-06-26 1938 2370 -432 -432 190.129SHS STATE STREET INSTL SMALL P 2023-06-27 3226 3551 -325 -325 10.671SHS ABERDEEN EMERGING P 2023-01-12 145 180 -35 -35 4SHS SPDR S&P INTL SMALL P 2023-01-26 127 122 5 5 68.438SHS PASSIVE BOND P 2023-03-09 1107 1090 17 17 423SHS SPDR SERIES TRUST P 2023-04-14 13731 14685 -954 -954 77.979SHS SSGA INTL STOCK SELECTION P 2023-05-09 808 777 31 31 130.456SHS TREASURY P 2023-05-30 2150 2301 -151 -151 7SHS SPDR S&P MIDCAP 400 P 2023-06-26 3244 2094 1150 1150 460.755SHS BLACKROCK P 2023-06-27 3105 3181 -76 -76 5504.904SHS BLACKROCK P 2023-01-12 37874 40827 -2953 -2953 11SHS IPATH BLOOMBERG COMMODITY P 2023-02-13 357 340 17 17 509.972SHS PASSIVE BOND P 2023-03-09 8247 8144 103 103 41SHS SPDR SERIES P 2023-04-14 1331 1427 -96 -96 580.911SHS SSGA INTL STOCK SELECTION P 2023-05-09 6018 5764 254 254 1,420.786SHS TREASURY INFLATION P 2023-05-30 23412 24113 -701 -701 1,034.944SHS STATE STREET INTERNATIO P 2023-06-26 10608 10684 -76 -76 7,713.537SHS STATE STREET INTERNATIO P 2023-06-27 79064 79376 -312 -312 595.132SHS BLACKROCK P 2023-01-12 4095 4406 -311 -311 14SHS IPATH BLOOMBERG P 2023-02-13 454 354 100 100 48.885SHS PASSIVE BOND P 2023-03-09 791 833 -42 -42 46.588SHS SSGA INTL STOCK P 2023-04-14 484 496 -12 -12 55.7SHS SSGA INTL STOCK P 2023-05-09 577 593 -16 -16 190.678SHS TREASURY INFLATION P 2023-05-30 3142 3247 -105 -105 454SHS IPATH DOW JONES AIG P 2023-06-26 14028 13558 470 470 3,433.935SHS BLACKROCK HIGH YIELD P 2023-06-27 23145 23710 -565 -565 75.612SHS BLACKROCK P 2023-01-12 520 560 -40 -40 104SHS IPATH BLOOMBERG P 2023-02-13 3374 2599 775 775 34.445SHS SSGA INTL STOCK P 2023-03-23 340 366 -26 -26 3974.32SHS SSGA INTL STOCK P 2023-04-14 41293 39278 2015 2015 0.568SHS S&P 500 COMMON P 2023-05-10 127 85 42 42 43SHS IPATH DOW JONES AIG COMMODITY P 2023-06-26 1329 1378 -49 -49 599SHS SPDR S&P INTERNATIONAL P 2023-06-26 17944 17888 56 56 2,912.728SHS ABERDEEN EMERGING P 2023-06-27 38098 46573 -8475 -8475 54.718SHS BLACKROCK P 2023-01-12 376 410 -34 -34 14SHS IPATH BLOOMBERG P 2023-02-13 454 354 100 100 47.858SHS SSGA INTL STOCK P 2023-03-23 472 477 -5 -5 65.546SHS SSGA INTL STOCK P 2023-04-14 681 653 28 28 4.218SHS S&P 500 COMMON TRUST P 2023-05-10 941 644 297 297 56SHS SPDR S&P INTERNATIONAL SMALL C P 2023-06-26 1678 2059 -381 -381 166SHS SPDR DJ WILSHIRE REIT P 2023-06-26 14623 17690 -3067 -3067 1,417.004SHS STATE STREET INSTL SMAL P 2023-06-27 24047 26795 -2748 -2748 4172.72SHS PASSIVE BOND MKT P 2023-01-12 67840 66537 1303 1303 864SHS IPATH BLOOMBERG P 2023-02-13 28034 21452 6582 6582 354.737SHS SSGA INTL STOCK P 2023-03-23 3498 3520 -22 -22 488.381SHS SSGA INTL STOCK P 2023-04-14 5074 4846 228 228 0.423SHS S&P 500 COMMON P 2023-05-10 94 96 -2 -2 16SHS SPDR DJ WILSHIRE REIT ETF P 2023-06-26 1409 1690 -281 -281 52SHS SPDR S&P MIDCAP P 2023-06-26 24098 15651 8447 8447 150SHS ISHARES CORE S&P 500 P 2023-11-13 66389 65126 1263 1263 556.097SHS PASSIVE BOND MKT P 2023-01-12 9041 8862 179 179 5735.247SHS BLACKROCK P 2023-03-09 38598 41077 -2479 -2479 3069.065SHS SSGA INTL STOCK P 2023-03-23 30261 30332 -71 -71 25.956SHS STATE STRE INTL P 2023-04-14 430 481 -51 -51 39632.104SHS PASSIVE BOND P 2023-05-30 639803 635782 4021 4021 5SHS SPDR S&P MIDCAP 400 ETF P 2023-06-26 2317 2573 -256 -256 135.181SHS STATE STREET INSTL SMALL P 2023-06-27 2294 2501 -207 -207 12SHS ISHARES CORE MSCI EAFE P 2023-11-13 775 795 -20 -20 74.612SHS PASSIVE BOND MKT P 2023-01-13 1213 1186 27 27 94.319SHS BLACKROCK P 2023-03-09 635 675 -40 -40 7.001SHS TREASURY INFLATION P 2023-03-27 116 124 -8 -8 2214.173SHS STATE STR INSTL P 2023-04-14 36711 40238 -3527 -3527 464.572SHS PASSIVE BOND P 2023-05-30 7500 7808 -308 -308 277.763SHS ABERDEEN EMERGING MARKETS P 2023-06-26 3633 4548 -915 -915 327.595SHS BLACKROCK HIGH YIELD BOND P 2023-06-27 2208 2262 -54 -54 3SHS ISHARES CORE S&P 500 P 2023-11-13 1328 1303 25 25 53.92SHS PASSIVE BOND P 2023-01-13 877 922 -45 -45 702.608SHS BLACKROCK P 2023-03-09 4729 5027 -298 -298 611.535SHS TREASURY INFLATION P 2023-03-27 10100 10363 -263 -263 36.512SHS STATE STR INSTL P 2023-04-14 605 665 -60 -60 4869.782SHS PASSIVE BOND P 2023-05-30 78616 78092 524 524 3,699SHS IPATH DOW JONES P 2023-06-26 114298 107769 6529 6529 735.582SHS STATE STREET INTERNATIONA P 2023-06-27 7540 7789 -249 -249 93SHS ISHARES CORE MSCI EAFE P 2023-11-13 6008 6708 -700 -700 149.817SHS S&P 500 COMMON P 2023-01-13 32151 20848 11303 11303 67.287SHS BLACKROCK P 2023-03-09 453 485 -32 -32 14SHS IPATH BLOOMBERG P 2023-04-14 452 432 20 20 272.097SHS STATE STR INSTL P 2023-04-14 4511 4955 -444 -444 653.412SHS PASSIVE BOND P 2023-05-30 10548 10458 90 90 4,995SHS SPDR S&P INTERNATIONAL P 2023-06-26 149636 146554 3082 3082 23,705.645SHS ABERDEEN EMERGING MARK P 2023-06-27 310070 379653 -69583 -69583 25SHS ISHARES CORE S&P 500 P 2023-11-13 11065 10854 211 211 2.332SHS S&P 500 COMMON P 2023-01-13 500 312 188 188 5594.443SHS SSGA INTL STOCK P 2023-03-09 56224 55290 934 934 141SHS IPATH BLOOMBERG P 2023-04-14 4551 3524 1027 1027 12SHS IPATH BLOOMBERG P 2023-05-09 370 371 -1 -1 4492.319SHS S&P 500 COMMON TRUST P 2023-05-30 1020161 687671 332490 332490 1,350SHS SPDR DJ WILSHIRE REIT ETF P 2023-06-26 118919 145448 -26529 -26529 11,532.106SHS STATE STREET INSTL SMA P 2023-06-27 195700 212283 -16583 -16583 336519 5414 5414 5414 1593 5500 7093 X 182 1497 1497 false false false false false false false true true MA true false false false false true WWW.MCMA1795.US PETER J LEMONIAS 6174791795 353 SOUTHERN ARTERY QUINCY MA 02169 false false false false false false false false false false false false false false false false false false false false MARTIN F JOYCE 353 SOUTHERN ARTERY QUINCY MA 02169 SECRETARY 4.00 0 0 0 CHARLES S SULKALA 353 SOUTHERN ARTERY QUINCY MA 02169 PRESIDENT 2.00 0 0 0 GREGORY DAVIDIAN 353 SOUTHERN ARTERY QUINCY MA 02169 TRUSTEE 000.00 0 0 0 JOSEPH MACLAUGHLIN 353 SOUTHERN ARTERY QUINCY MA 02169 TRUSTEE 000.00 0 0 0 RICHARD STEWART 353 SOUTHERN ARTERY QUINCY MA 02169 TRUSTEE 000.00 0 0 0 BARRY WILLIAMS 353 SOUTHERN ARTERY QUINCY MA 02169 TRUSTEE 000.00 0 0 0 RICHARD D RYAN 353 SOUTHERN ARTERY QUINCY MA 02169 VICE PRESIDE 2.00 0 0 0 PAUL REVERE III 353 SOUTHERN ARTERY QUINCY MA 02169 TRUSTEE 000.00 0 0 0 PAUL LOHNES 353 SOUTHERN ARTERY QUINCY MA 02169 TRUSTEE 000.00 0 0 0 STEPHEN STICKNEY 353 SOUTHERN ARTERY QUINCY MA 02169 TRUSTEE 000.00 0 0 0 RICHARD H PETERSON 353 SOUTHERN ARTERY QUINCY MA 02169 TRUSTEE 000.00 0 0 0 THOMAS F CARROLL 353 SOUTHERN ARTERY QUINCY MA 02169 TRUSTEE 000.00 0 0 0 STEVEN W ANDERSON 353 SOUTHERN ARTERY QUINCY MA 02169 TRUSTEE 000.00 0 0 0 PETER J LEMONIAS 353 SOUTHERN ARTERY QUINCY MA 02169 TREASURER 1.00 0 0 0 HAROLD DODAKIAN 353 SOUTHERN ARTERY QUINCY MA 02169 TRUSTEE 000.00 0 0 0 ROBERT A BOUCHER 353 SOUTHERN ARTERY QUINCY MA 02169 TRUSTEE 000.00 0 0 0 EUGENE CAPOBIANCO 353 SOUTHERN ARTERY QUINCY MA 02169 TRUSTEE 000.00 0 0 0 NONE CULTURAL HERITAGE PARTNERS 1811 E GRACE ST RICHMOND VA 23223 LEGAL FEES 81363 DIRECT CONTRIBUTIONS TO NONPROFIT ORGANIZATIONS WHO PROMOTE THE TRADES OR TRAIN TRADESMAN, INCLUDING THOSE WITH PHYSICAL AND DEVELOPMENTAL DISABILITIES FOR EMPLOYMENT. 228294 N/A 3825935 428461 217800 4472196 4472196 67083 4405113 220256 220256 5414 5414 214842 214842 214842 275159 275159 214842 14806 84531 99337 275159 214842 60317 159654 0 159654 14806 84531 60317 PETER J LEMONIAS 353 SOUTHERN ARTERY QUINCY MA 02169 6174791795 IN WRITING, NO FORMAL APPLICATION IS REQUIRED. NONE NONE ARTISTS FOR HUMANITY 100 W 2ND ST BOSTON MA 02127 TRADE RELATED EQUIPMENT AND SUPPORT 2092 BOSTON ARTS ACADEMY FOUNDATION 174 IPSWICH ST BOSTON MA 02215 TRADE RELATED EQUIPMENT AND SUPPORT 757 BOSTON HIGASHI SCHOOL 800 N MAIN STREET RANDOLPH MA 02368 TRADE RELATED EQUIPMENT AND SUPPORT 3509 CAPE COD MAKERS INC 204 SISSON RD SUITE 110 HARWICH MA 02645 TRADE RELATED EQUIPMENT AND SUPPORT 8299 CARDINAL CUSHING CENTERS INC 405 WASHINGTON ST HANOVER MA 02339 TRADE RELATED EQUIPMENT AND SUPPORT 4371 CHALLENGE UNLIMITED 4 EMMIE L KAUS LANE ALTON IL 62002 TRADE RELATED EQUIPMENT AND SUPPORT 10561 DEARBORN ACADEMY 575 WASHINGTON ST UNIT B NEWTON MA 02458 TRADE RELATED EQUIPMENT AND SUPPORT 10347 DOUBLE EDGE THEATRE 948 CONWAY RD ASHFIELD MA 01330 TRADE RELATED EQUIPMENT AND SUPPORT 3450 ESSEX HISTORICAL SOCIETY & SHIPBUIL 66 28 MAIN ST ESSEX MA 01929 TRADE RELATED EQUIPMENT AND SUPPORT 10547 GLOUCESTER MARINE GENOMICS INSTITUT 417 MAIN STREET GLOUCESTER MA 01930 TRADE RELATED EQUIPMENT AND SUPPORT 15006 HULL LIFESAVING MUSEUM 1117 NANTASKET AVE HULL MA 02045 TRADE RELATED EQUIPMENT AND SUPPORT 9453 LOVELANE 40 BAKER BRIDGE RD LINCOLN MA 01773 TRADE RELATED EQUIPMENT AND SUPPORT 6000 LOWELL'S BOAT SHOP 459 MAIN ST AMESBURY MA 01913 TRADE RELATED EQUIPMENT AND SUPPORT 2120 MASS BAY COMMUNITY COLLEGE FOUNDATI 50 OAKLAND STREET WELLESLEY HILLS MA 02481 TRADE RELATED EQUIPMENT AND SUPPORT 10500 MAY INSTITUTE 41 PACELLA PARK DR RANDOLPH MA 02368 TRADE RELATED EQUIPMENT AND SUPPORT 4921 NATIONAL BRAILLE PRESS 88 ST STEPHEN ST BOSTON MA 02115 TRADE RELATED EQUIPMENT AND SUPPORT 10000 NEW ENGLAND VILLAGE 664 SCHOOL ST PEMBROKE MA 02359 TRADE RELATED EQUIPMENT AND SUPPORT 1722 NEWHALL FIELDS COMMUNITY FARM 193 LYNN ST PEABODY MA 01960 TRADE RELATED EQUIPMENT AND SUPPORT 2780 NORTH BENNETT STREET SCHOOL 39 NORTH BENNET STREET BOSTON MA 02113 TRADE RELATED EQUIPMENT AND SUPPORT 16000 NORTH RIVER COLLABORATIVE 198 SPRING ST ROCKLAND MA 02370 TRADE RELATED EQUIPMENT AND SUPPORT 15280 NORTHEAST ARC 6 SOUTHSIDE RD DANVERS MA 01923 TRADE RELATED EQUIPMENT AND SUPPORT 9524 ROAD TO RESPONSIBILITY 1831 OCEAN STREET MARSHFIELD MA 02050 TRADE RELATED EQUIPMENT AND SUPPORT 5588 SOUTH SHORE ARC 371 RIVER STREET WEYMOUTH MA 02191 TRADE RELATED EQUIPMENT AND SUPPORT 11482 THE CARROLL CENTER FOR THE BLIND 770 CENTRE STREET NEWTON MA 02458 TRADE RELATED EQUIPMENT AND SUPPORT 15547 THE CHILDREN'S CENTER FOR COMMUNICA 6 ECHO AVE BEVERLY MA 01915 TRADE RELATED EQUIPMENT AND SUPPORT 3713 THE ELIOT SCHOOL 24 ELIOT STREET JAMAICA PLAIN MA 02130 TRADE RELATED EQUIPMENT AND SUPPORT 20099 THE HOME FOR LITTLER WANDERERS 397 LINCOLN ROAD WALPOLE MA 02081 TRADE RELATED EQUIPMENT AND SUPPORT 9048 WALDORF SCHOOL OF CAPE COD 22 TUPPER RD SANDWICH MA 02563 TRADE RELATED EQUIPMENT AND SUPPORT 5578 228294 500 14 3 14 93382 16 11330 18 336519 441234 500 441734 false false false false false false false false false false X X 1 WHITMOR COMPANY 15 WHITMORE ROAD REVERE MA 02151 25000 X 2 PAUL LOHNES 353 SOUTHERN ARTERY QUINCY MA 02169 105000 X 3 JOHN MORIARTY 353 SOUTHERN ARTERY QUINCY MA 02169 7500 X 4 KURT GRAZEWSKI 353 SOUTHERN ARTERY QUINCY MA 02169 11000 X 5 RICHARD RYAN 353 SOUTHERN ARTERY QUINCY MA 02169 5000 X 6 BRYAN MURPHY 353 SOUTHERN ARTERY QUINCY MA 02169 5000 X PROFESSIONAL 154297 10847 DEPRECIATION 1761 1761 EQUIPMENT 4 1993-07-01 4628 4628 S/L 7.0000 EQUIPMENT - 95 5 1995-07-01 1616 1616 S/L 7.0000 EQUIPMENT - 96 6 1996-07-01 2653 2653 S/L 7.0000 COMPUTER 7 1999-07-01 2668 2668 S/L 3.0000 COMPUTER EQUIPMENT 2004-01-14 3624 3624 S/L 5.0000 G&A DEPRECIATION 18052 1760 ISHARES SHORT-TERM CORPORATE BOND 548158 559667 BAIRD INTERMEDIATE BD-INSTL 420735 427782 VOYA SECURITIZED CREDIT FUND I 152425 155812 PASSIVE BOND MARKET - CMNP BLACKROCK HIGH YIELD TREASURY INFLATION PROTECTED SEC ISHARES CORE S&P 500 ETF 763705 840151 ISHARES CORE MSCI EAFE ETF 569237 604307 INVESCO S&P 500 EQUAL WEIGHT 240047 259897 SCHWAB US DVD EQUITY ETF 239671 256482 FT ENERGY INC PARTNERS STRATEGY ETF 156339 166410 NEUBERGER BERMAN INTL EQUITY 152100 157673 SEAFARER OVERSEAS GROWTH & INC FD 133375 138850 ISHARES CORE S&P MID-CAP ETF 113211 123886 APPLIED FINANCE EXPLORER-INS 77086 89780 GOLDMAN SACHS SMALL CAP EQ 77086 85931 FIDELITY ADVISOR EMERGING MKTS 63113 64495 SSGA INTERNATIONAL STOCK SELECTION S&P 500 COMMON TRUST ABERDEEN EMERGING MARKETS STATE STREET INSTL FUNDS IPATH BLOOMBERG COMMODITY INDEX SPDR S&P INTL SMALL CAP ETF FUND SPDR DOW JONES REIT ETF SPDR PORTFOLIO INTERMEDIATE ETF SPDR S&P MIDCAP 400 BUILDING 296575 296575 296575 BUILDING IMPROVEMENTS 203900 125525 78375 203900 LAND IMPROVEMENTS 21666 10954 10712 21666 FURNITURE & FIXTURES 11565 11565 11565 COMPUTER EQUIPMENT 3624 3624 3624 LAND 95992 95992 95992 OTHER RECEIVABLES 1100 BOOK/TAX DEPRECIATION DIFFERENCE 4345 COMMERCIAL CLEANING & MAINTENANCE 2965 2965 UTILITIES 3362 3362 ALARM MONITORING 288 288 EXPENSES EXPENSE OF MEETINGS 35087 5263 25263 INSURANCE 5424 814 3905 TELEPHONE 3450 518 2484 OFFICE SUPPLIES 1356 203 976 DUES AND SUBSCRIPTIONS 775 116 558 MISCELLANEOUS 55 8 40 MA ANNUAL FILING FEE 19 3 14 MEMBERSHIP DUES 500 TRANSFER OF INVESTMENTS 108744 ACCRUED TAXES 5243 5490 SECURITY DEPOSIT PAYABLE 2200 2200 ACCRUED EXPENSES 1673 3400 INV MANAGEMENT FEES 24482 24482 CORPORATE TAXES 7247 7247