2024-05-13T16:20:18-04:00 2023-12-31 042628601 FLETCHER TILTON PC 100 FRONT STREET 5TH FLOOR WORCESTER MA 016081779 990PF 2023-01-01 920971453 PROGRESS FOR INFORMATICS & ENERGY FOUNDATION INC PROG 5084598000 59 WASHINGTON STREET WELLESLEY MA 02481 JOHN D'AMORE PRESIDENT 5084598000 2024-04-29 JOHN DAMORE 999009999 false BRIAN A SANTOS EA P01270354 5084598000 2024-05-13 2023 2023-04-26 12:10:37Z X 3702835 X X 111 111 111 106338 106338 106338 6793 824368 6793 6793 255 255 255 113497 113497 113497 14390 7195 7195 16706 8353 8353 15344 600 600 47040 15548 16148 120000 120000 167040 15548 136148 -53543 97949 113497 109307 67493 67491 100274 28043 28043 3253745 3314247 3607301 3463326 3409783 3702835 0 X 3463326 3409783 3463326 3409783 3463326 3409783 3463326 -53543 3409783 3409783 PUTNAM ULTRA SHORT DURATION D 2022-12-08 2023-09-06 5500 5473 27 27 PUTNAM ULTRA SHORT DURATION D 2022-12-08 2023-11-09 32499 32312 187 187 PUTNAM ULTRA SHORT DURATION D 2022-12-08 2023-11-28 4000 3974 26 26 INVESCO RUSSELL 1000 EQUAL WEIGHT ET D 2026-06-26 2023-11-10 62185 64663 -2478 -2478 INVESCO RUSSELL 1000 EQUAL WEIGHT ET D 2026-06-26 2023-12-18 74203 69031 5172 5172 ISHARES BROAD USD INVESTMENT GRADE D 2022-12-01 2023-04-21 57508 56978 530 530 ISHARES BROAD USD INVESTMENT GRADE D 2022-12-01 2023-08-18 27945 28664 -719 -719 ISHARES CORE MSCI EAFE ETF D 2022-12-01 2023-01-20 56905 54643 2262 2262 ISHARES CORE MSCI EMERGING MARKETS E D 2022-12-01 2023-06-23 26721 26553 168 168 SPDR PORTFOLIO LONG TERM TREASURY ET D 2022-12-01 2023-06-23 254820 257192 -2372 -2372 SCHWAB US BROAD MARKET ETF D 2022-12-01 2023-01-20 19362 19362 SCHWAB US BROAD MARKET ETF D 2022-12-01 2023-03-24 78878 81861 -2983 -2983 SCHWAB US BROAD MARKET ETF D 2022-12-01 2023-06-23 123842 116869 6973 6973 6793 6793 1361 1361 1361 7400 7400 X 14 6025 1500 4525 false false false false false false false true true MA true false false false false true N/A JOHN D'AMORE 5084598000 59 WASHINGTON STREET WELLESLEY MA 02481 false false false false false false false false false false false false false false false false false false false false JOHN D'AMORE 59 WASHINGTON STREET WELLESLEY MA 02481 PRESIDENT 1.00 0 0 0 SAMANTHA D'AMORE 59 WASHINGTON STREET WELLSELY MA 02481 CLERK 1.00 0 0 0 NONE NONE N/A 3397479 131239 0 3528718 3528718 52931 3475787 173789 173789 1361 1361 172428 172428 172428 136148 136148 172428 96302 136148 96302 39846 132582 JOHN D'AMORE SAMANTHA D'AMORE X JOHN D'AMORE 59 WASHINGTON STREET WELLESLEY MA 02481 5084598000 NONE NONE AWARDS MUST BE FOR ACADEMIC RESEARCH AND SCHOLARSHIP IN THE FIELDS OF HEALTHCARE INFORMATICS, AS WELL AS ENVIRONMENTAL STEWARDSHIP, WOMEN'S HEALTH, RESEARCH EFFICIENCY AND CLIMATE CHANGE TECHNOLOGY. UT HEALTH HOUSTON 7000 FANIN SUITE 1706 HOUSTON TX 77030 NONE INTEROPERABILITY INNOVATION FUND 30000 REBOOT RX 45 THORNBERRY ROAD WINCHESTER MA 01890 NONE HEALTH RESEARCH 50000 NATIONAL WOMEN'S HEALTH NETWORK 1413 K STREET NW 4TH FLOOR WASHINGTON DC 20005 NONE HEALTH RESEARCH 40000 120000 UT HEALTH HOUSTON 7000 FANIN SUITE 1706 HOUSTON TX 77030 NONE INTEROPERABILITY INNOVATION FUND 30000 30000 14 111 14 106338 18 255 18 6793 113497 113497 false false false false false false false false false false EQUITIES AT COST 2264115 2533497 FIXED INCOME AT COST 1050132 1073804 LEGAL FEES 14390 7195 7195 EXPENSES MA PC FILING FEE 500 500 MA ANNUAL REPORT 100 100 255 255 255 FINANCIAL ADVISORY FEES 16706 8353 8353 15344