2024-01-10T08:41:02-08:00 2023-09-30 043276586 Margaret M Barrett CPA 148 Linden Street Wellesley MA 02482 990PF 2022-10-01 046130238 WELLESLEY KIWANIS MEMORIAL FUND WELL 7812374604 40 MACARTHUR RD WELLESLEY MA 02482 JANICE G CODURI Trustee 2024-01-10 true JANICE G CODURI 999009999 true Margaret M Barrett P00162502 7812354955 X 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X X 845664 X X 19860 19860 19860 9859 360167 9859 29719 29719 19860 2408 2408 290 290 5035 5000 35 7733 5000 2733 55880 55880 63613 5000 58613 -33894 24719 19860 8496 8315 8315 705735 675522 837349 714231 683837 845664 0 X 714231 683837 714231 683837 714231 683837 714231 -33894 3500 683837 683837 755 ISHARES 1-3 TREASURY P 2000-01-01 2022-01-01 61262 64029 -2767 -2767 115 ISHARES 10-20 TREASURY P 2000-01-01 2022-01-01 13144 12573 571 571 95 ISHARES 7-10 TREASURY P 2000-01-01 2022-01-01 9058 10230 -1172 -1172 66 ISHARES CORE S & P P 2000-01-01 2022-01-01 29511 15593 13918 13918 35 ISHARES CORE S&P MID P 2000-01-01 2022-01-01 9326 5257 4069 4069 1206 ISHARES CORE US AGG P 2000-01-01 2022-01-01 118575 133258 -14683 -14683 205 ISHARES GOLD TRUST P 2000-01-01 2022-01-01 7270 4843 2427 2427 133 SCHWAB US DIV EQUITY P 2000-01-01 2022-01-01 10154 4883 5271 5271 1464 VANGUARD FTSE DEVELOP MKT P 2000-01-01 2022-01-01 62211 57295 4916 4916 563 VANGUARD FTSE EMERG MKT P 2000-01-01 2022-01-01 22078 23736 -1658 -1658 234 VANGUARD SHORT TERM BD P 2000-01-01 2022-01-01 17578 18611 -1033 -1033 9859 344 344 344 344 0 false false false false false false false false true MA true false false false false true N/A JANICE G CODURI 7812374604 40 MACARTHUR ROAD WELLESLEY MA 02482 false false false false false false false false false false false false false false false false false false false false false false BETH SULLIVAN WOODS 78 LONGFELLOW ROAD WELLESLEY MA 02482 Trustee 0.50 0 VICKIE MANCINI 21 GROVE ST WELLESLEY MA 02482 Trustee 0.50 0 JANICE G CODURI 40 MACARTHUR ROAD WELLESLEY MA 02482 Trustee 0.50 0 NONE NONE THE ORGANIZATION RAISES FUNDS THROUGH INVESTMENT ACTIVITIES TO DISTRIBUTE GRANTS TO ADVANCE RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES. FOR THIS FISCAL YEAR, THE WELLESLY KIWANIS MEMORIAL FUND GAVE COLLEGE SCHOLARSHIPS TOTALING $38,500 DIRECTLY TO EDUCATIONAL INSTITUTIONS AND $17,380 TO SUPPORT PUBLIC PRE-SCHOOL EDUCTION. 55880 868895 13158 0 882053 0 882053 13231 868822 43441 43441 344 344 43097 43097 43097 58613 58613 43097 18840 4498 23338 58613 0 43097 15516 38854 0 38854 18840 4498 15516 X PO BOX 81207 WELLESLEY MA 02481 7812370427 APPLICATION FORM DEMONSTRATIONING FINANCIAL NEED FEBRUARY 1ST OF EACH YEAR AWARDS ARE GIVEN TO RESIDENTS OF WELLESLEY, MASSACHUSETTS WHO ARE IN FINANCIAL NEED TO PROVIDE SCHOLARSHIPS TO ATTEND UNDERGRADUATE COLLEGES OR UNIVERSITIES. KAY RIDEOUT - TAYLOR UNVERSITY 236 W READE AVE UPLAND IN 46989 NONE COLLEGE SCHOLARSHIPS 3500 OLIVIA ONG - UNIV OF PENNSYLVANIA 1 COLLEGE HALL PENNSYLVANIA PA 19104 NONE COLLEGE SCHOLARHSIP 3500 MORGAN MCGRAW - UNIV OF COLORADO BO 1505 UNIVERISTY AVE BOULDER CO 80309 NONE COLLEGE SCHOLARSHIP 3500 JULIA PANELL - ELON UNIVERSITY 100 CAMPUS DRIVE ELON NC 27244 NONE COLLEGE SCHOLARSHIP 3500 QUINN WAYMAN - MIAMI UNIV OHIO 1602 UNIVERSITY BLVD HAMILTON OH 45011 NONE PRE-SCHOOL SCHOLARSHIP 3500 SOPHIE MAGGIONI CONNECTICT COLLEGE 270 MOHEGAN AVE NEW LONDON CT 06320 NONE COLLEGE SCHOLARSHIP 3500 LEO CARLSON - VILLANOVA UNIVERSITY 800 E LANCASTER AVE VILLANOVA PA 19085 NONE COLLEGE SCHOLARSHIP 3500 RYAN HILLMER - BOSTON COLLEGE 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 NONE COLLEGE SCHOLARSHIP 3500 WILLOUGHLY BONNETTE-UNION COLLEGE 807 UNION STREET SCHENECTADY NY 12308 NONE COLLEGE SCHOLARSHIP 3500 ANNA THOMAS - TUFTS UNIVERSITY 419 BOSTON AVE MEDFORD MA 02155 NONE COLLEGE SCHOLARSHIP 3500 IRIS VENTIMIGLIA - SMITH COLLEGE ONE CHAPIN WAY NORTHHAMPTON MA 01063 NONE COLLEGE SCHOLARSHIP 3500 WELLESLY PUBLIC SCHOOLS-PRE-SCHOOL 40 KINGSBURY STREET WELLESLEY MA 02481 NONE SUPPORT PRE-SCHOOL EDUCATION 17380 55880 14 19860 14 9859 29719 29719 false false false false false false false false false false MARGARET M. BARRETT, CPA 2408 0 0 2408 FILING FEES 35 35 INVESTMENT MANAGEMENT FEE 5000 5000 PRIOR YEAR SCHOLARSHIP RETURNED 3500 IRS FORM 990 PF PRIOR YEAR 290 290