2024-10-10T18:15:11-07:00 2023-12-31 DEBORAH A CARSON CPA 23 LESLIE RD WINCHESTER MA 01890 990PF 2023-01-01 046772198 The Mary E Murphy & John F Murphy Jr Charitable Trust MARY 3395329927 PO Box 68 Winchester MA 01890 Elda Heller Trustee 3395329927 2024-04-11 true true Deborah A Carson P01493039 7817294006 2024-10-10 X 2023 2024-10-15 13:58:12Z X 720626 X X 1544 1544 17525 17525 5288 52576 5288 17 0 22793 20042 47150 44399 17 0 1800 1800 10 10 1834 1834 3809 3774 35 0 476 476 7929 7894 35 42300 42300 50229 7894 42335 -3079 36505 17 24728 30122 30122 0 0 428651 414432 690504 0 0 0 0 0 0 0 0 0 453379 444554 720626 0 0 0 0 0 0 X 453379 444554 453379 444554 453379 444554 453379 -3079 2103 452403 7849 444554 189.134 sh Invesco Mortgage Capital Inc. P 2012-10-09 2023-06-14 1518 0 24192 -22674 0 0 0 -22674 13.865 sh Invesco Mortgage Capital P 2020-07-01 2023-06-14 151 0 467 -316 0 0 0 -316 500 sh Magellan Midstream Partners LP P 2009-09-10 2023-09-26 16074 0 0 16074 0 0 0 16074 .5 sh Oneok Inc P 2023-09-26 2023-09-27 32 0 33 -1 0 0 0 -1 400 sh Prudential Financial Inc P 2012-10-08 2023-06-14 34765 0 22596 12169 0 0 0 12169 .776 sh NCR Atieos Corporation P 2023-10-16 2023-10-16 18 0 0 18 0 0 0 18 Global Partners LP - Sch K-1 Sec 1231 LTCG P 2009-08-05 2023-12-31 18 0 0 18 0 0 0 18 5288 17 507 0 507 0 507 641 0 641 -641 X 4 130 130 false false false false false true true false true true MA true false false false false true N/A Elda Heller Trustee 3395329927 661 Main Street Winchester MA 01890 false false false false false false false false false false false false false false true false false false false false false false Peter J Segerstrom 136 Pond Side Beaufort SC 29906 Trustee 1.00 0 0 0 Elda Heller 5 Currier Rd Middleton MA 01949 Trustee 1.00 0 0 0 John Carroll 45 Marion St Randolph MA 02368 Trustee 1.00 0 0 0 NONE 0 NONE 0 None 0 None 0 0 711727 29663 0 741390 0 741390 11121 730269 36513 36513 507 507 36006 36006 36006 42335 0 0 0 0 42335 36006 0 5145 10709 1513 0 15330 32697 42335 0 0 0 36006 6329 0 0 39026 0 0 0 0 0 0 5145 33881 10709 1513 0 15330 6329 None None X Elda Heller Trustee PO Box 68 Winchester MA 01890 Application form furnished to applicants upon request (7 pages). Application must be postmarked by May 12, 2023. See Eligibility Requirements on application form for applicable restrictions. Noah Acker 212 Cross St Winchester MA 01890 None I Partial TuitionPaymentUMass Amherst 1500 Kendall Alba 94 Wendell St Winchester MA 01890 None I Partial TuitionPaymentCurry College 1500 Molly Bannon 40 Sheridan Cir Winchester MA 01890 None I Partial TuitionPaymentUnion College 1500 Michael Barskiy 111 Sylvester Ave Winchester MA 01890 None I Partial TuitionPaymentIndiana University 1500 Victoria Bogomilova 36 George Rd Winchester MA 01890 None I Partial Tuition PaymentUNH 2000 Benny Chen 910 Main St 2 Winchester MA 01890 None I Partial TuitionPaymentUMass Lowell 3000 Sebastian Cheung 26 Arthur St Winchester MA 01890 None I Partial Tuition PaymentRensselaer Poly. Inst. 4000 Jenna Cho 14 Arthur St Winchester MA 01890 None I Partial TuitionPaymentCornell 3000 Ava Ciaccio 70 Middlesex St Winchester MA 01890 None I Partial TuitionPaymentEndicott College 1500 Nicholas Ciaccio 70 Middlesex St Winchester MA 01890 None I Partial TuitionPaymentPlymouth State 500 Monica Correa 21 Farrow St Winchester MA 01890 None I Partial TuitionPaymentBerklee College of Music 1500 Juliana Darrigo 54 Hemmingway St Winchester MA 01890 None I Partial TuitionPaymentUniversity of Miami 1000 Anna Devlin 57 Clark St Winchester MA 01890 None I Partial Tuition PaymentNC State University 1000 Geralde Exantus 11 Glenwood Ave Winchester MA 01890 None I Partial TuitionPaymentUMass Boston 3000 Caitlin Fass 171 Swanton St 35 Winchester MA 01890 None I Partial TuitionPaymentMcGill University 1000 Evan Forcucci 49 Salem St Winchester MA 01890 None I Partial TuitionPaymentNortheastern Univ. 1000 Elijah Forcucci 49 Salem St Winchester MA 01890 None I Partial TuitionPaymentCarnegie Mellon 1000 Jovan Green 2 Russell Rd Winchester MA 01890 None I Partial TuitionPaymentHelenic College 2500 Liam Gugliotta 33 Hemingway St Winchester MA 01890 None I Partial TuitionPaymentChamplain College 500 Madeleine Heckler 40 Canal St Winchester MA 01890 None I Partial TuitionPaymentBelmont University 3000 Ayah Khater 301 Cross St Winchester MA 01890 None I Partial TuitionPaymentMCPHS University 2500 Vivian Neyman 42 Water St Winchester MA 01890 None I Partial TuitionPaymentSaint Anselm College 2000 Richard Osgood 38 Farrow St Winchester MA 01890 None I Partial TuitionPaymentVanderbilt University 800 Alexander Pilipchuk 171 Swanton St 41 Winchester MA 01890 None I Partial TuitionPaymentIndiana University 500 Daphne So 354 Cross St Winchester MA 01890 None I Partial TuitionPaymentUMass Amherst 1000 42300 0 14 1544 14 17525 14 21512 5288 Non-Taxable Income 14 1281 41862 5288 47150 8 Totally volunteer org. & revenue is generated in a passive manner. false false false false false false false false false false 139.134 sh Invesco Mortgage Capital Inc. 2012-10 Purchased 2023-06 1518 24192 -22674 13.865 sh Invesco Mortgage Capital Inc. 2023-07 Purchased 2023-06 151 467 -316 500 sh Magellan Midstream Partners LP 2009-09 Purchased 2023-09 16074 0 16074 .5 sh Oneok Inc. 2023-09 Purchased 2023-09 32 33 -1 400 sh Prudential Financial Inc. 2012-10 Purchased 2023-06 34765 22596 12169 .776 sh NCR Atieos Corporation 2023-10 Purchased 2023-10 18 0 18 Global Ptrs LP - Sec 1231 LTCG 2009-08 Purchased 2023-12 18 0 18 500 sh Abbvie Inc. 18562 77485 500 sh Ark Innovation ETF 15551 26185 1000 sh Bank of America Corp. 22540 33670 800 sh Blackstone Group LP 32305 104736 500 sh BP PLC Spon. Adr. 31595 17700 1500 sh Bristol Myers Squibb Co. 29850 76965 100 sh Fiserv Inc. 10810 13284 1200 sh Freeport McMorgan Inc. 34971 51084 100 sh Gilead Science 9875 8101 1000 sh Global Partners LP 21442 42310 200 sh Horizon Kinetics Inflation Benef. 6972 6294 100 sh International Business Machines 34627 42032 300 sh Medtronic Inc. 22701 24714 1000 sh Natl Fuel Gas Co. 35639 50170 333 sh Oneok Inc 22158 23383 25 sh Texas Pacific Land Trust 20502 39311 400 sh Toronto Dominion Bank 16678 25848 800 sh Walt Disney Co. 27654 27232 Misc Difference 6761 Blackstone Group - Basis Difference 1088 P.O. Box Rental 230 230 Processing Fees 203 203 Postage 10 10 Copies 0 0 Charitable Contribs - Schs K-1 33 33 Non-Taxable Distribution 1281 0 Unrelated Business Income - Sch K-1 1470 0 MCI Fair Fund Settlement 211 211 Sch K-1 Ordinary Gain 19831 19831 Federal O/P Applied to 2023 141 MA O/P Applied to 2023 1962 See Stmt. 3809 3774 35