2024-10-15T09:11:08-04:00 2023-12-31 271543803 DUBE & HAZELWOOD PC 100 ERDMAN WAY LEOMINSTER MA 01453 990PF 2023-01-01 043105942 CLEMENTI FAMILY CHARITABLE TRUST CLEM 9788404441 C/O LONGVIEW DEVELOP 80 ERDMAN WAY LEOMINSTER MA 01453 JOHN CLEMENTI TRUSTEE 9788404441 2024-10-15 true true DAVID W DUBE P00535824 9785370716 2024-10-15 X 2023 2024-10-15 13:58:12Z X 4084216 X X 331 331 103518 103518 810595 1820230 810595 4000 918444 914444 4000 4000 24238 24238 2285 2160 30523 30398 0 200500 200500 231023 30398 200500 687421 884046 16079 64010 64010 580783 769617 768213 2388697 2839353 3251993 2985559 3672980 4084216 0 X 2985559 3672980 2985559 3672980 2985559 3672980 2985559 687421 3672980 3672980 ENTERPRISE - SHORT TERM P 2008-05-30 2023-12-07 98891 97352 1539 1539 ENTERPRISE - LONG TERM P 2008-05-30 2023-12-15 1720952 912283 808669 808669 810595 810208 12288 12288 12288 3470 3470 X 8 8826 false false false false false false false true true MA true false false false false true N/A CLEMENTI FAMILY CHARITABLE TRUST 9788404441 80 ERDMAN WAY SUITE 301 LEOMINSTER MA 01453 false false false false false false false false false false false false false false false false false false false false JOHN CLEMENTI 6 DEER PATH PRINCETON MA 01541 TRUSTEE 000.00 0 0 0 ANNA CLEMENTI 42 LEOMINSTER ROAD LUNENBURG MA 01462 TRUSTEE 000.00 0 0 0 NONE NONE N/A 3929464 36600 0 3966064 3966064 59491 3906573 195329 195329 12288 12288 183041 183041 183041 200500 200500 183041 70364 537365 553 274790 270017 1153089 200500 183041 17459 1170548 0 70364 1100184 537365 553 274790 270017 17459 X APPLEWILD SCHOOL 120 PROSPECT STREET FITCHBURG MA 01420 CHARITABLE 2000 ARTS WORCESTER 44 PORTLAND STREET WORCESTER MA 01608 CHARITABLE 10000 BOFFO ELIZABETH OWENS 85 KENMARE STREET NEW YORK NY 10012 CHARITABLE 1500 BOSTON UNIVERSITY 595 COMMONWEALTH AVENUE BOSTON MA 02215 CHARITABLE 3000 BOYS & GIRLS CLUB NORTH CENTRAL MA 365 LINDELL AVENUE LEOMINSTER MA 01453 CHARITABLE 50000 BROWN UNIVERSITY GIFT ACCOUNTING PO BOX 1877 PROVIDENCE RI 02912 CHARITABLE 3000 DEERFIELD ACADEMY PO BOX 306 DEERFIELD MA 01342 CHARITABLE 20000 FITCHBURG ART MUSEUM 185 ELM STREET FITCHBURG MA 01420 CHARITABLE 25000 FITCHBURG STATE UNIVERSITY ALUMNI & DEVELOPMENT OFFICE 160 PEARL STREET FITCHBURG MA 01420 CHARITABLE 4000 KAREN'S CLOSET LEF PO BOX 396 LEOMINSTER MA 01453 CHARITABLE 1000 RFK COMMUNITY ALLIANCE 971 MAIN ST LANCASTER MA 01523 CHARITABLE 5000 SPECIAL OLYMPICS 512 FOREST STREET MARLBOROUGH MA 01752 CHARITABLE 3000 ST ANNA'S SCHOOL 213 LANCASTER STREET LEOMINSTER MA 01453 CHARITABLE 3000 THE ARC OF OPPORTUNITY 564 MAIN STREET FITCHBURG MA 01420 CHARITABLE 2500 THE GENESIS FOUNDATION FOR CHILDREN 60 TEMPLE PLACE 2ND FLOOR BOSTON MA 02111 CHARITABLE 3000 VANESSA T MARCOTTE FOUNDATION 67 WEST STREET MEDFIELD MA 02052 CHARITABLE 5500 WGBH OFFICE OF GIFT PLANNING & ENDOWMENT 1 GUEST STREET BOSTON MA 02135 CHARITABLE 3000 PHILLIPS EXETER ACADEMY 20 MAIN STREET EXETER NH 03833 CHARITABLE 3000 FREEDOM PARK ELEMENTARY SCHOOL 502 SEMINOLE AVE NE ATLANTA GA 30307 CHARITABLE 4000 SPRINGDALE PARK ELEMENTARY SCHOOL FAMILY OF OSCAR TRUJILLO 803 BRIARCLIFF ROAD NE ATLANTA GA 30307 CHARITABLE 4000 UNITED WAY OF NORTH CENTRAL MA 649 JOHN FITCH HIGHWAY FITCHBURG MA 01420 CHARITABLE 45000 200500 14 331 14 103518 14 810595 OTHER INCOME 4000 914444 4000 918444 false false false false false false false false false false TAX PREPARATION 4000 4000 BLACKROCK HIGH YEILD K 100733 98782 FIDELITY INVESTMENT GRADE BOND FUND VANGAURD CORE BOND FUND 391935 371547 T ROWE PRICE FLOATING RATE CL L 99240 97111 BAIRD ULTRA SHORT BON FUND INS 104070 104793 FIDELITY 500 INDEX FUND 773301 980711 FIDELITY SMALL-CAP INDEX FUND 81501 89354 WCM FOCUSED INTERNATIONAL GROWTH JPMORGAN EMERGING MARKETS 181629 141694 MFS VALUE FUND CLASS I PARNASSUS MID-CAP FUND INS CLASS SCHWAB INTERNATIONAL INDEX FUND 281639 306479 VANGUARD GROWTH INDEX FUND 42196 280041 AMERICAN CENTURY INTERNATIONAL 142328 159246 FIDELITY ADVISOR INVESTMENT GRADE 349159 301347 JP MORGAN US RESEARCH ENHANCED 285343 314387 MFS RESEARCH INTERNATIONAL FUND 6279 6501 VANGAURD REAL ESTATE EFT 118246 130066 ISHARES TR S&P MIDCAP 258821 275764 FHLMC G3-0302 32 30 FHLMC G3-0363 515 512 FLEXSHARES TR MORNINGSTAR GLOBAL UP 192359 170884 ISHARES TR CORE US AGGREGATE BD 199644 190957 EXPENSES MISCELLANEOUS OTHER INCOME 4000 INVESTMENT MANAGEMENT FEES 24238 24238 TAXES 125 ESTIMATED TAX 2160 2160