2024-11-14T13:14:00-08:00 2023-12-31 043447507 FRITZ DEGUGLIELMO LLC 8 ESSEX STREET NEWBURYPORT MA 01950 990PF 2023-01-01 046155695 Mary Alice Arakelian Foundation MARY 9783768887 PO Box 695 Newburyport MA 01950 Mark F Welch Co-Trustee 9783768887 2024-05-14 true Stephen J DeGuglielmo CPA P00166992 9784622161 2024-11-14 2023 2024-10-15 13:58:12Z X 7955566 X X 185787 185787 63929 2626570 63929 1410 0 0 249716 249716 1410 30000 0 0 30000 0 2000 0 0 2000 38202 38202 0 0 0 0 8680 0 0 8680 20238 19447 0 791 99120 57649 0 41471 390065 390065 489185 57649 0 431536 -239469 192067 1410 0 310866 238340 238340 0 0 517677 980540 989748 2457032 2409803 4361152 1764141 1436338 1397013 0 939156 764728 893251 0 178244 97898 76062 6167116 5927647 7955566 0 0 0 0 0 X 6167116 5927647 6167116 5927647 6167116 5927647 6167116 -239469 5927647 5927647 Publicly traded securities - short term - see attached P 2023-12-31 2023-12-31 79578 0 78168 1410 0 0 0 1410 Publicly traded securities - long term - see attached P 2021-12-31 2023-12-31 2546992 0 2484473 62519 0 0 0 62519 63929 1410 2670 0 2670 0 2670 5139 0 5139 -5139 2469 2469 false false false false false false false true true true false false false false true N/A Mark F Welch 9783768887 24 Purington Lane Hampton NH 03842 false false false false false false false false false false false false false false false false false false false false Mark F Welch 24 Purington Lane Hampton NH 03842 Co-Trustee 1.00 18000 0 0 Kimberly A Rock PO Box 54 Byfield MA 01922 Co-Trustee 1.00 0 0 0 Mary E Larnard 65 South Hampton Road Amesbury MA 01913 Co-Trustee 1.00 12000 0 0 John F Leary III PO Box 523 Newburyport MA 01950 Co-Trustee 1.00 0 0 0 NONE 0 NONE 0 Charitable contributions made to non-profit organizations 310000 Scholarships paid directly to universities on behalf of students. 80065 276706 7387909 0 7664615 0 7664615 114969 7549646 377482 377482 2670 2670 374812 374812 374812 431536 431536 374812 75234 0 0 0 0 0 0 431536 75234 0 356302 0 0 0 0 0 18510 0 0 0 0 0 0 0 None None Mark Welch PO Box 695 Newburyport MA 01950 9783768887 N/A September 1st None Family Services of MV 430 N Canal Street Lawrence MA 01840 PublicCharity UnrestrictedGeneral Support 5000 Pettengill House 13 Lafayette Road Salisbury MA 01952 PublicCharity UnrestrictedGeneral Support 20000 Our Neighbor's Table 194 Main Street Amesbury MA 01913 PublicCharity UnrestrictedGeneral Support 35000 Anna Jaques Hospital 25 Highland Avenue Newburyport MA 01950 PublicCharity UnrestrictedGeneral Support 65000 Pan-Mass Challenge 77 4th Avenue Needham MA 02494 PublicCharity UnrestrictedGeneral Support 10000 WBUR 890 Commonwealth Avenue Boston MA 02215 PublicCharity UnrestrictedGeneral Support 30000 Runway for Recovery 29 Water Street Newburyport MA 01950 PublicCharity UnrestrictedGeneral Support 10000 Boys and Girls Club LMV 18 Maple Street Salisbury MA 01952 PublicCharity UnrestrictedGeneral Support 10000 General Charitable Society of Newburyport PO Box 365 Newburyport MA 01950 PublicCharity UnrestrictedGeneral Support 10000 Noe- St Anselm's College 100 St Anselm Drive Manchester NH 03102 PublicCharity UnrestrictedGeneral Support 10000 Yim - Northeastern 360 Huntington Ave Boston MA 02115 PublicCharity UnrestrictedGeneral Support 10000 Kolman - University of New Hampshir 105 Main Street Durham NH 03824 PublicCharity UnrestrictedGeneral Support 10389 Cooper and Gray-William and Mary Sadler Center 200 Stadium Dr Williamsburg VA 23185 PublicCharity UnrestrictedGeneral Support 10000 Holt-Umass Lowell 220 Pawtucket Street Lowell MA 01854 PublicCharity UnrestrictedGeneral Support 8875 McKeown - Boston College 140 Commonwealth Avenue Boston MA 02115 PublicCharity UnrestrictedGeneral Support 10000 Herndon-University of Alabama University of Alabama Tuscaloosa AL 35487 PublicCharity UnrestrictedGeneral Support 10801 Opportunity Works 10 Opportunity Way Newburyport MA 01950 PublicCharity UnrestrictedGeneral Support 20000 Nourishing the North Shore PO Box 1118 Newburyport MA 01950 Public Charity UnrestrictedGeneral Support 10000 St Vincent DePaul 42 Green Street Newburyport MA 01950 PublicCharity UnrestrictedGeneral Support 5000 Live and Let Live Farm 20 Paradice Lane Chichester NH 03258 PublicCharity UnrestrictedGeneral Support 5000 First Parish Church 20 High Road Newbury MA 01951 PublicCharity UnrestrictedGeneral Support 5000 McElhinney - University of Michigan 500 S State Street Ann Arbor MI 48109 PublicCharity UnrestrictedGeneral Support 10000 Link House 110 Haverhill Road Amesbury MA 01913 Public Charity UnrestrictedGeneral Support 10000 Firehouse Center for the Arts 1 Market Square Newburyport MA 01950 PublicCharity UnrestrictedGeneral Support 50000 Custom Houses Museum 25 Water Street Newburyport MA 01950 PublicCharity UnrestrictedGeneral Support 10000 390065 14 185787 18 63929 249716 249716 false false false false false false false false false false Fritz DeGuglilemo LLC Tax return preparation 2000 0 0 2000 Charles Schwab Short Term 2023-01 Purchased 2023-12 79578 78168 1410 Charles Schwab Long Term 2022-01 Purchased 2023-12 2546992 2484473 62519 See attached 1436338 1397013 See attached 2409803 4361152 980540 989748 Exchange traded funds - see attached 135789 214665 Mutual funds - see attached 628939 678586 See attached 178244 97898 76062 State Filing Fee 70 0 0 70 Insurance 500 0 0 500 Operations 221 0 0 221 Accrued interest paid 19447 19447 0 0 Charles Schwab Asset management 38202 38202 0 0