2024-08-01T13:12:00-04:00 2023-12-31 933591392 LEOMINSTER CONSULTING & TAX LLC 66 WEST STREET LEOMINSTER MA 01453 990PF 2023-01-01 206311902 THE DANIEL H LAWLOR CHARITABLE FOUNDATION DANI 6174710700 43 QUINCY AVENUE QUINCY MA 02169 MICHAEL G O'NEIL ATTY TRUSTEE 6174710700 2024-07-18 true false DAVID J SINGLETON P01200947 9788406920 2024-08-01 X 2023 2024-08-08 14:25:15Z X 1936912 X X 155 155 32856 32856 -70605 898167 19677 -37594 52688 36990 3700 33290 1160 116 1044 32494 32494 776 776 374 186 186 25 25 71819 37297 34520 39000 39000 110819 37297 73520 -148413 15391 185051 3240 3240 1614109 1647507 1933672 1799160 1650747 1936912 0 X 1799160 1650747 1799160 1650747 1799160 1650747 1799160 -148413 1650747 1650747 19677 214 214 214 1000 1000 786 786 false false false false false false false true true MA true false false false false true N/A DAVID J SINGLETON CPA 6174710700 66 WEST STREET LEOMINSTER MA 01453 false false false false false false false true 2022 true false false false false false false false false false false false false MICHAEL G O'NEIL ATTY 43 QUINCY AVENUE QUINCY MA 02169 TRUSTEE 4.00 18495 0 0 DAVID J SINGLETON CPA 66 WEST STREET LEOMINSTER MA 01453 TRUSTEE 4.00 18495 0 0 NONE NONE N/A 1785416 94146 0 1879562 1879562 28193 1851369 92568 92568 214 214 92354 92354 92354 73520 73520 92354 201958 73520 73520 128438 92354 X FOR KIDS ONLY AFTERSCHOOL INC 194 ESSEX STREET SALEM MA 01970 GENERAL OPERATIONS 3000 GIRL SCOUTS OF EASTERN MA INC 420 BOYLSTON ST BOSTON MA 02116 GENERAL OPERATIONS 1000 KIDS INC PO BOX 1397 LOWELL MA 01853 GENERAL OPERATIONS 2000 MILITARY ORDER OF THE PURPLE HEART 5413-B BACKLICK RD SPRINGFIELD VA 22151 GENERAL OPERATIONS 2000 MISSION22 17040 PILKINGTON RD STE LAKE OSWEGO OR 97035 GENERAL OPERATIONS 2000 NATHAN HALE FOUNDATION 34 MAIN ST EXTENSION PLYMOUTH MA 02360 GENERAL OPERATIONS 5000 NEADS-CANINES FOR COMBAT PO BOX 213 W BOYLSTON MA 01583 GENERAL OPERATIONS 5000 VALUING OUR CHILDREN 217 WALNUT ST ATHOL MA 01331 GENERAL OPERATIONS 2500 WOMEN'S FOUNDATION OF BOSTON 2 OLIVER ST STE 800 BOSTON MA 02109 GENERAL OPERATIONS 2000 NATIONAL FALLEN HEROES 16825 S SETON AVE EMMITSBURG MD 21727 GENERAL OPERATIONS 1000 MASSACHUSETTS FALLEN HEROES 12 CHANNEL ST SUTIE 603 BOSTON MA 02210 GENERAL OPERATIONS 2000 HOME BASETHE RED SOX FOUNDATION 4 JERSEY ST BOSTON MA 02215 GENERAL OPERATIONS 3000 CIA OFFICERS MEMORIAL FOUNDATION PO BOX 405 HERNDON VA 20172 GENERAL OPERATIONS 2500 LAKE SUPERIOR WARRIORS 362 IKOLA RD ESKO MN 55733 GENERAL OPERATIONS 2500 MA SOLDIERS LEGACY FUND 225 CEDAR HILL ST MARLBOROUGH MA 01752 GENERAL PURPOSES 1500 AED FOUNDATION 297 CENTRAL ST GARDNER MA 01440 GENERAL OPERATIONS 500 NAVY SEAL FOUNDATION 1619 D ST VIRGINIA BEACH VA 23455 GENERAL OPERATIONS 1500 39000 155 32856 -70605 -37594 -37594 false false false false false false false false false false TAX PREPARATION 1160 116 1044 LPL FINANCIAL PURCHASE 820776 911916 -91140 LPL FINANCIAL PURCHASE 57714 56856 858 ALPS ALERIAN MLP APPLE INC ARTISAN INTL VALUE 154405 168860 AT&T 13489 8528 BERKSHIRE HATHAWAY 29355 178330 BLACKROCK CREDIT STRATEGIES BLACKROCK EVENT DRVN BLACKROCK INCOME INSTL CL 30060 26991 BLACKROCK MIDCAP GROWTH EQUITY 44982 41597 CRM MID CAP VALUE BLACKROCK STRATEGIC INCOME 82532 78596 BROWN ADVISORY SMALL CAP 57474 60323 CARDINAL HEALTH INC 5862 7926 CARRIER GLOBAL CORP CATERPILLAR INC CISCO SYSTEMS INC CORNING INC CORTEVA 27733 24419 CROWDSTRIKE 44792 51064 DOWDUPONT INC DYNAMIC INTL OPPTY CL EDGEWOOD GROWTH ETF MANAGERS ETFMG ETF APTUS COLLARED 49519 51593 EXXON MOBIL CORP HARDING LOEVNER INTL HUMANA 5484 11499 IBM INVESCO DVLPG MKTS 94559 94211 INVESCO QQQ 28249 96024 ISHARES CORE US AGGREGATE BOND ISHARES EDGE MSCI MIN VOL ISHARES MBS ISHARES MSCI EAFE ETF ISHARES MSCI USA MIN VOLATILITY ISHARES NASDAQ BIOTECHNOLOGY ISHARES RUSSELL 1000 VALUE ISHARES RUSSELL 2000 GROWTH ISHARES RUSSELL 2000 VALUE 31834 40541 ISHARES RUSSELL MIDCAP 27520 39977 ISHARES S&P MID CAP ISHARES S&P MID CAP 400 ISHARES US REGIONAL BANKS ISHARES US MEDICAL DEVICES JOHNSON & JOHNSON 20115 30387 JOHNSON CONTROLS INTL JPMORGAN CHASE & CO 6437 11476 JPMORGAN LIQUID ASSETS 120399 120399 KENVUE INC 7992 10201 LISANTI SMALL CAP GROWTH LOOMIS SAYLES GROWTH CL 203420 208860 LOOMIS SAYLES INVESTMENT 131122 115197 MCDONALD'S CORP MFS RESEARCH CL 20446 20613 MFS VALUE CL 61276 60103 OPPENHEIMER DEVELOPING MKTS OPPENHEIMER SENIOR FLOATING OTIS WORLDWIDE CORP PEPSICO PFIZER INC 6433 5642 POWERSHARES QQQ ETF RAYTHEON TECHNOLOGIES RTX CORP 3389 4452 SECTOR ENERGY SELECT SPDR 60758 56097 SECTOR FINANCIAL SELECT 38913 41450 SECTOR HEALTHCARE SELECT 134267 136717 SHERWIN WILLIAMS CO SPDR BLOOMBERG BARCLAYS SPDR S&P KENSHO NEW ECONOMIES 45862 39993 SYSCO CORP UNITED TECHNOLOGIES CORP VIATRIS INC WALMART 26513 64593 WELLS FARGO 24683 24760 WISDOMTREE INDIA EARNINGS ETF WARNER BROS DISCOVERY 7633 2253 EXPENSES BANK CHARGES 25 25 ADVISORY FEES 32494 32494 FOREIGN TAX PAID 176 176 FORM 990-PF 600 600