2024-02-21T11:51:52-06:00 2023-11-30 042687094 GREENBERG ROSENBLATT KULL & BITSOLIPC 306 MAIN STREET SUITE 400 WORCESTER MA 01608 990PF 2022-12-01 046051091 COTSIDAS CHARITABLE TRUST C/O GREENBERG ROSENBLTT KULL & BITSOLI COTS 5087910901 306 MAIN STREET WORCESTER MA 01608 NICHOLAS COTSIDAS TRUSTEE 5087910901 2024-02-21 1 NICHOLAS COTSIDAS 999009999 1 MICHAEL J HAYES CPA P00162301 5087910901 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 473793 X X 10037 10037 1775 19967 1775 11812 11812 0 0 0 173 0 0 35 35 0 208 35 0 16200 16200 16408 35 16200 -4596 11777 2965 9757 9757 72988 74304 308057 186921 174217 155979 262874 258278 473793 0 0 X 262874 258278 0 0 0 0 262874 258278 262874 258278 262874 -4596 0 258278 0 258278 300 SHS VANGUARD/WELLESLEY INCOME INVESTOR P 2013-12-11 2022-12-06 7851 7741 110 110 100 SHS COLUMBIA TOTAL RETURN BOND CL Z P 2005-03-16 2023-05-02 3041 3396 -355 -355 207.76 SHS COLUMBIA TOTAL RETURN BOND CL Z P 2005-03-16 2023-11-09 6000 7055 -1055 -1055 CAPITAL GAINS DIVIDENDS P 3075 3075 3075 1775 164 0 164 0 164 0 0 0 0 0 0 164 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 NONE GREENBERG ROSENBLATT KULLBITSOLI 5087910901 306 MAIN STREET WORCESTER MA 016150034 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NICHOLAS COTSIDAS 18 BURGUNDY RANCHO MIRAGE CA 92270 TRUSTEE 1.00 0 0 0 JEAN A COTSIDAS 18 BURGUNDY RANCHO MIRAGE CA 92270 TRUSTEE 1.00 0 0 0 PETER N COTSIDAS 18 BURGUNDY RANCHO MIRAGE CA 92270 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 NONE 0 0 446104 6257 0 452361 0 0 452361 6785 445576 22279 22279 164 164 22115 0 22115 0 22115 16200 0 16200 22115 0 0 3973 191 363 4527 16200 0 0 0 16200 0 4527 4527 0 0 0 0 0 1388 0 0 0 NICHOLAS COTSIDAS X BOSTON COLLEGE FUND 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 NONE PUBLIC CHARITY GENERAL 330 CHP 11-99 FOUNDATION 3188 AIRWAY AVENUE SUITE C COSTA MESA CA 92626 NONE PUBLIC CHARITY GENERAL 500 EISENHOWER HEALTH 39000 BOB HOPE DR RANCHO MIRAGE CA 92270 NONE PUBLIC CHARITY GENERAL 1000 MCCALLUM THEATER 73000 FRED WARING DRIVE PALM DESERT CA 92260 NONE PUBLIC CHARITY GENERAL 500 ORTHODOX CHRISTIAN LAITY MISSION CENTER PO BOX 6954 WEST PALM BEACH FL 33405 NONE PUBLIC CHARITY GENERAL 200 PACIFIC LEGAL FOUNDATION 3900 LENNANE DRIVE SACRAMENTO CA 95834 NONE PUBLIC CHARITY GENERAL 2000 RADY CHILDREN'S HOSPITAL FOUNDATION 3020 CHILDRENS WAY MC 5005 SAN DIEGO CA 92123 NONE PUBLIC CHARITY GENERAL 150 SPECIAL OLYMPICS 1133 19TH ST NW WASHINGTON DC 20036 NONE PUBLIC CHARITY GENERAL 100 ST CONSTANTINE & HELEN GREEK ORTHODOX CHURCH 3459 MANCHESTER AVE CARDIFF BY THE SEA CA 92007 NONE PUBLIC CHARITY GENERAL 600 ST HELEN PHILOPTOCHOS 3459 MANCHESTER AVE CARDIFF BY THE SEA CA 92007 NONE PUBLIC CHARITY GENERAL 250 ST JUDE CHILDREN'S RESEARCH 501 ST JUDE PLACE MEMPHIS TN 38103 NONE PUBLIC CHARITY GENERAL 200 ST SPYRIDON GREEK ORTHODOX 102 RUSSELL STREET WORCESTER MA 01609 NONE PUBLIC CHARITY GENERAL 570 THE USO PO BOX 96860 WASHINGTON DC 20077 NONE PUBLIC CHARITY GENERAL 100 TUCK ANNUAL GIVING 100 TUCK HALL HANOVER NH 03755 NONE PUBLIC CHARITY GENERAL 500 UNIVERSITY OF HARTFORD 200 BLOOMFIELD AVE WEST HARTFORD CT 06117 NONE PUBLIC CHARITY GENERAL 200 WPI ANNUAL FUND 100 INSTITUTE ROAD WORCESTER MA 01609 NONE PUBLIC CHARITY GENERAL 9000 16200 0 14 10037 18 1775 0 11812 0 11812 0 0 0 0 0 0 0 0 0 0 THE FOUNDATION ELECTS UNDER PARAGRAPH 53.4742(A)3 SECTION (D)(2) TO APPLY THE EXCESS QUALIFYING DISTRIBUIONS TO PRIOR YEAR'S UNDISTRIBUTED INCOME AS FOLLOWS:2009 DISTRIBUTIONS $47,500UNDISTRIBUTED INCOME - 2008 $18,876 2007 $ 1,267 2006 $ 4,575 2005 $ 2,083DISTRIBUTABLE INCOME - 2009 $19,269 ($46,070)2009 EXCESS DISTRIBUTION C/O TO 2010 $ 1,430 CORPORATE STOCK 74304 308057 MUTUAL FUNDS AT COST 174217 155979 MA FILING FEE 35 35 0 FEDERAL 173 0 0