2024-11-25T07:19:50-08:00 2024-09-30 043276586 Margaret M Barrett CPA 148 Linden Street Wellesley MA 02482 990PF 2023-10-01 046130238 WELLESLEY KIWANIS MEMORIAL FUND WELL 7812374604 5 HALSEY AVENUE WELLESLEY MA 02482 JANICE G CODURI Trustee 2024-11-25 true true Margaret M Barrett P00162502 7812354955 X 2023 2024-10-15 13:58:12Z X 955325 X X 23271 23271 23271 100593 564171 100593 454 123864 123864 23725 2488 2488 344 344 5060 5000 60 7892 5000 2892 57500 57500 65392 5000 60392 58472 118864 23725 8315 43717 43717 675522 698592 911608 683837 742309 955325 0 X 683837 742309 683837 742309 683837 742309 683837 58472 742309 742309 SPDR BLMG 1-3 TREAS P 2023-02-08 2024-02-21 6966 6953 13 13 SPDR BLMG 1-3 TREAS P 2023-02-08 2024-06-20 15215 15182 33 33 SPDR BLMG 1-3 TREAS P 2023-06-09 2024-06-20 4583 4577 6 6 CAUSEWAY INTNL VALUE P 2024-06-20 2024-08-06 580 596 -16 -16 ISHARES MSCI EAFE GROWTH P 2024-06-20 2024-08-06 391 411 -20 -20 ISHARES MSCI EMERGING MKTS P 2024-06-20 2024-08-06 340 353 -13 -13 FIDELITY ADVISOR FOCUSED EMERG.MKT P 2024-06-20 2024-08-06 261 300 -39 -39 FIDELITY INTERMIDIATE BOND P 2024-06-20 2024-08-05 7401 7267 134 134 FIDELITY INTERMIDIATE BOND P 2024-06-20 2024-08-06 11867 11685 182 182 ISHARES GNMA BOND P 2024-06-20 2024-08-05 1952 1906 46 46 ISHARES GNMA BOND P 2024-06-20 2024-08-06 3007 2945 62 62 ISHARES INT GOV CREDIT BOND P 2022-12-22 2024-08-05 7431 7229 202 202 ISHARES INT GOV CREDIT BOND P 2022-12-22 2024-08-06 11852 11566 286 286 ISHARES GOLD P 2022-01-01 2024-02-21 4710 2892 1818 1818 ISHARES GOLD P 2018-08-02 2024-06-20 10505 5488 5017 5017 ISHARES 7-10 YR TREAS. BOND P 2015-02-01 2024-06-20 131716 144643 -12927 -12927 ISHARES 7-10 YR TREAS. BOND P 2024-02-21 2024-08-05 489 469 20 20 ISHARES 7-10 YR TREAS. BOND P 2024-02-21 2024-08-06 582 562 20 20 ISHARES CORE S&P MIDCAP P 2015-02-19 2024-02-21 280 150 130 130 ISHARES CORE S& P MIDCAP P 2015-02-19 2024-06-20 50523 26343 24180 24180 ISHARES CORE S & P 500 P 2022-12-22 2024-01-18 2868 2297 571 571 ISHARES CORE S & P 500 P 2022-12-22 2024-06-20 31330 21823 9507 9507 ISHARES CORE S & P 500 P 2022-12-22 2024-08-06 6351 4594 1757 1757 JP MORGAN EQUITY PREMIUM INC P 2024-06-20 2024-08-06 224 226 -2 -2 JP MORGAN EQUITY PREMIUM INC P 2024-06-20 2024-08-12 9284 9321 -37 -37 MFS EMERG MKTS P 2024-06-20 2024-08-05 772 766 6 6 MFS EMERG MKTS P 2024-06-20 2024-08-06 1186 1178 8 8 OSTERWEIS STRATEGIC INC P 2024-06-20 2024-08-05 442 465 -23 -23 OSTERWEIS STRATEGIC INC P 2024-06-20 2024-08-06 718 738 -20 -20 PRINCIPAL MIDCAP INSTITUTIONAL P 2024-06-20 2024-08-06 574 570 4 4 ISHARES MSCI USA QLTY FACT P 2024-06-20 2024-08-06 2651 2758 -107 -107 SCHWAB US DIV EQUITY P 2014-02-11 2024-06-20 82685 37683 45002 45002 ISHARES 10-20 YR TREAS BOND P 2024-06-20 2024-08-05 657 626 31 31 ISHARES 10-20 YR TREAS BOND P 2024-06-20 2024-08-06 754 730 24 24 VANGUARD FTSE DEVELOP MKT P 2015-08-28 2024-02-21 7654 5947 1707 1707 VANGUARD FTSE DEVELOP MKT P 2016-06-02 2024-06-20 52112 33806 18306 18306 VANGUARD FTSE DEVELOP MKT P 2012-06-11 2024-08-06 429 269 160 160 VANGUARD SHORT TERM TREAS BOND P 2023-08-09 2024-06-20 63390 63196 194 194 VANGUARD FTSE EMERG MKT P 2012-07-09 2024-02-21 3418 3375 43 43 VANGUARD FTSE EMERG MKT P 2012-05-09 2024-06-20 26021 21693 4328 4328 100593 454 1652 1652 1652 X 21 1673 0 false false false false false false false false true MA true false false false false true N/A JANICE G CODURI 7812374604 40 MACARTHUR ROAD WELLESLEY MA 02482 false false false false false false false false false false false false false false false false false false false false false false BETH SULLIVAN WOODS 78 LONGFELLOW ROAD WELLESLEY MA 02482 Trustee 0.50 0 VICKIE MANCINI 21 GROVE ST WELLESLEY MA 02482 Trustee 0.50 0 JANICE G CODURI 40 MACARTHUR ROAD WELLESLEY MA 02482 Trustee 0.50 0 NONE NONE THE ORGANIZATION RAISES FUNDS THROUGH INVESTMENT ACTIVITIES TO DISTRIBUTE GRANTS TO ADVANCE RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES. FOR THIS FISCAL YEAR, THE WELLESLY KIWANIS MEMORIAL FUND GAVE COLLEGE SCHOLARSHIPS TOTALING $45,500 DIRECTLY TO EDUCATIONAL INSTITUTIONS AND $12,000 TO SUPPORT PUBLIC PRE-SCHOOL EDUCTION. 57500 827551 13720 0 841271 0 841271 12619 828652 41433 41433 1652 1652 39781 39781 39781 60392 60392 39781 18840 4498 15516 38854 60392 0 39781 20611 59465 0 59465 18840 4498 15516 20611 X PO BOX 81207 WELLESLEY MA 02481 7812370427 APPLICATION FORM DEMONSTRATIONING FINANCIAL NEED FEBRUARY 1ST OF EACH YEAR AWARDS ARE GIVEN TO RESIDENTS OF WELLESLEY, MASSACHUSETTS WHO ARE IN FINANCIAL NEED TO PROVIDE SCHOLARSHIPS TO ATTEND UNDERGRADUATE COLLEGES OR UNIVERSITIES. ALEXANDRA VELLA - BOWDOIN COLLEGE 255 MAINE ST BRUNSWICK ME 04011 NONE COLLEGE SCHOLARSHIPS 3500 CADU BUBECK - UNIVERSITH OF NEW HAM 105 MAIN ST DURHAM NH 03824 NONE COLLEGE SCHOLARHSIP 3500 MORGAN MCGRAW - UNIV OF COLORADO BO 1505 UNIVERISTY AVE BOULDER CO 80309 NONE COLLEGE SCHOLARSHIP 3500 JULIA PANELL - ELON UNIVERSITY 100 CAMPUS DRIVE ELON NC 27244 NONE COLLEGE SCHOLARSHIP 3500 QUINN WAYMAN - MIAMI UNIV OHIO 1602 UNIVERSITY BLVD HAMILTON OH 45011 NONE COLLEGE SCHOLARSHIP 3500 SOPHIE MAGGIONI CONNECTICT COLLEGE 270 MOHEGAN AVE NEW LONDON CT 06320 NONE COLLEGE SCHOLARSHIP 3500 LEO CARLSON - VILLANOVA UNIVERSITY 800 E LANCASTER AVE VILLANOVA PA 19085 NONE COLLEGE SCHOLARSHIP 3500 RYAN HILLMER - BOSTON COLLEGE 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 NONE COLLEGE SCHOLARSHIP 3500 WILLOUGHLY BONNETTE-UNION COLLEGE 807 UNION STREET SCHENECTADY NY 12308 NONE COLLEGE SCHOLARSHIP 3500 ANNA THOMAS - TUFTS UNIVERSITY 419 BOSTON AVE MEDFORD MA 02155 NONE COLLEGE SCHOLARSHIP 3500 IRIS VENTIMIGLIA - SMITH COLLEGE ONE CHAPIN WAY NORTHHAMPTON MA 01063 NONE COLLEGE SCHOLARSHIP 3500 WELLESLY PUBLIC SCHOOLS-PRE-SCHOOL 40 KINGSBURY STREET WELLESLEY MA 02481 NONE SUPPORT PRE-SCHOOL EDUCATION 12000 RACHEL VOCI - BABSON COLLEGE 231 FOREST ST WELLESLEY MA 02481 NONE COLLEGE SCHOLARSHIP 3500 NICHOLAS PYZOWSKI - ITHICA COLLEGE 953 DANBY RD ITHICA NY 14850 NONE COLLEGE SCHOLARSHIP 3500 57500 14 23271 14 100593 123864 123864 false false false false false false false false false false MARGARET M. BARRETT, CPA 2488 0 0 2488 BANK CHARGES 25 25 FILING FEES 35 35 INVESTMENT MANAGEMENT FEE 5000 5000 IRS FORM 990 PF PRIOR YEAR 344 344