2024-05-13T10:04:54-04:00 2023-12-31 271314771 Midtown Tax and Bookkeeping Co Inc 44 Spring Street Adams MA 01220 990PF 2023-01-01 237124593 SAUL O SIDORE MEMORIAL FOUNDATION SAUL 15 GLENEAGLE DRIVE BEDFORD NH 03110 RALPH P SIDORE TREASURER 6039359445 2024-05-13 true RALPH SIDORE XXX-XX-XXXX true Jonathan BermanCPA P00918576 4137434933 2024-05-13 2 11 AAL2 IAL1 2023 2023-04-26 12:10:37Z X 1184590 X 250 X 1 19818 43899 305925 43899 1833 6003 1750 69971 45649 1833 774 774 63 1427 2264 0 774 81767 81767 84031 0 82541 -14060 45649 1833 3268 3345 3345 60000 60000 60000 60000 683298 668215 1121245 746566 731560 1184590 0 0 X 746566 731560 746566 731560 746566 731560 746566 -14060 732506 946 731560 ISHARES MSCI EMRG MRKTS MIN VOL ETF P 2022-10-20 2023-01-11 2279 2151 128 ISHARE 0-5 YR HIGH YLD CORP BD ETF P 2022-10-20 2023-01-11 11249 10881 368 ISHARES US TREASURY BOND ETF P 2022-05-18 2023-01-11 324 337 -13 ISHARES US TREASURY BOND ETF P 2022-07-21 2023-01-11 7249 7515 -266 ISHARES CONVERT6IBLE BOND ETF P 2022-05-18 2023-01-11 3733 3874 -141 ISHARES GSCI COMM DYN ROLL STR ETF P 2022-03-11 2023-01-11 1486 2182 -696 ISHARES GSCI COMM DYN ROLL STR ETF P 2022-07-21 2023-01-11 138 194 -56 ISHARES MSCI EMRG MRKTS MIN VOL ETF P 2022-05-18 2023-01-11 16930 17718 -788 ISHARES US INFRASTRUCTURE ETF P 2022-05-18 2023-01-11 190 185 5 ISHARES MSCI USA MOMENTUM FAC ETF P 2023-01-11 2023-03-17 267 290 -23 ISHARES JPMORGAN USD EMRG MRKTS BD P 2023-01-11 2023-03-17 5650 5829 -179 ISHARES CORE S&P SMALLCAP ETF P 2022-07-21 2023-03-17 5618 5846 -228 ISHARES MSCI EMRG MRKTS ETF P 2023-01-11 2023-03-17 2286 2459 -173 ISHARES MSCI USA MOMENTUM FAC ETF P 2022-10-20 2023-03-17 6931 7225 -294 ISHARES US TECH ETF P 2022-10-20 2023-07-20 10931 7457 3474 ISHARES CORE MSCI EMRG MRKTS ETF P 2023-01-11 2023-07-20 10230 10186 44 ISHARES MBS ETF P 2022-10-20 2023-07-20 7892 7576 316 ISHARES 10-20 YR TREASURY BOND ETF P 2022-10-20 2023-07-20 2518 2390 128 ISHARES 10-20 YR TREASURY BOND ETFX P 2023-01-11 2023-07-20 1861 1925 -64 ISHARES MSCI USA QUALITY FACTOR ETF P 2023-03-17 2023-07-20 10648 9191 1457 ISHARES US TREASURY BOND ETF P 2023-03-17 2023-07-20 17053 17471 -418 ISHARES TIPS BOND ETF P 2023-07-20 2023-10-19 4094 4284 -190 ISHARES MSCI USA QUALITY FACTOR ETF P 2023-03-17 2023-10-19 936 836 100 ISHARES TREASURY FLOAT RATE BD ETF P 2023-07-20 2023-10-19 760 759 1 ISHARES CORE S&P MIDCAP ETF P 2023-07-20 2023-10-19 5753 6411 -658 ISHARES MSCI EAFE VALUE ETF P 2021-09-08 2023-01-11 3108 3406 -298 ISHARES ESG AWARE MSCI USA ETF P 2021-09-08 2023-01-11 2879 3414 -535 ISHARES GSCI COMM DYN ROLL STRG ETF P 2021-12-21 2023-01-11 1046 1141 -95 ISHARES CORE S&P 500 ETF P 2021-09-08 2023-01-11 5931 6791 -860 ISHARES MSCI EAFE VALUE ETF P 2021-09-08 2023-03-17 6768 7755 -987 ISHARES 10-20 YR TREASURY BOND ETF P 2022-01-27 2023-03-17 4127 5183 -1056 ISHARES ESG AWARW MSCI USA ETF P 2021-09-08 2023-03-17 33202 39618 -6416 ISHARES ESG AWARE MSCI USA ETF P 2021-09-08 2023-07-20 7597 7862 -265 ISHARES 10-20 YR TREASURY BOND ETF P 2022-01-27 2023-07-20 2518 3312 -794 ISHARES 10-20 YR TREASURY BOND ETF P 2022-05-18 2023-07-20 547 610 -63 ISHARES MSCI EAFE GROWTH ETF P 2021-09-08 2023-07-20 8039 9502 -1463 ISHARES MSCI USA VOL FACTOR ETF P 2021-10-21 2023-07-20 3920 3999 -79 ISHARES MSCI EAFE GROWTH ETF P 2021-09-08 2023-10-19 85 113 -28 ISHARES MSCI EAFE GROWTH ETF P 2021-10-21 2023-10-19 1015 1313 -298 ISHARES MSCI EAFE GROWTH ETF P 2022-07-21 2023-10-19 2452 2438 14 ISHARES CORE TOTAL USD BD MRKT ETF P 2021-09-08 2023-10-19 5754 7249 -1495 ISHARES MSCI EAFE VALUE ETF P 2021-09-08 2023-10-19 3972 4349 -377 ISHARES MSCI USA MIN VOL FACTOR ETF P 2021-10-21 2023-10-19 2244 2375 -131 ISHARES MSCI EAFE GROWTH ETF P 2021-09-08 2023-10-19 6764 9050 -2286 APPLE INC P 2010-05-24 2023-11-09 25108 1232 23876 ALPHABET INC P 2014-04-03 2023-11-09 12388 12388 BERKSHIRE HATHAWAY B P 1997-06-12 2023-11-09 13916 1272 12644 VANGUARD 500 P 2012-04-10 2023-11-09 15539 4869 10670 43899 1833 635 0 635 0 635 635 false false false false false false false false true NH true false false false false true HTTPWWW.SOSMF.ORG RALPH P SIDORE 6039359445 15 GLENEAGLE DRIVE BEDFORD NH 03110 ALEXANDER BERMAN II 15 GLENEAGLE DRIVE BEDFORD NH 03110 CHAIRMAN 1.00 0 0 0 RALPH SIDORE 15 GLENEAGLE DRIVE BEDFORD NH 03110 TREASURER 1.00 0 0 0 PANDORA BERMAN 15 GLENEAGLE DRIVE BEDFORD NH 03110 SECRETARY 1.00 0 0 0 ALAN BAWDEN 15 GLENEAGLE DRIVE BEDFORD NH 03110 TRUSTEE 1.00 0 0 0 LAWRENCE J BERMAN 15 GLENEAGLE DRIVE BEDFORD NH 03110 TRUSTEE 1.00 0 0 0 SARA MAE BERMAN 15 GLENEAGLE DRIVE BEDFORD NH 03110 TRUSTEE 1.00 0 0 0 DR GABRIEL SPITZ 15 GLENEAGLE DRIVE BEDFORD NH 03110 TRUSTEE 1.00 0 0 0 MICALA SIDORE 15 GLENEAGLE DRIVE BEDFORD NH 03110 TRUSTEE 1.00 0 0 0 JONATHAN BERMAN CPA 15 GLENEAGLE DRIVE BEDFORD NH 03110 TRUSTEE 1.00 0 0 0 DORIA BERMAN 15 GLENEAGLE DRIVE BEDFORD NH 03110 TRUSTEE 1.00 0 0 0 DR DAVID SIDORE 15 GLENEAGLE DRIVE BEDFORD NH 03110 VICE-CHAIRMAN 1.00 0 0 0 STEVEN SIDORE 15 GLENEAGLE DRIVE BEDFORD NH 03110 TRUSTEE 1.00 0 0 0 AYAL SPITZ 15 GLENEAGLE DRIVE BEDFORD NH 03110 TRUSTEE 1.00 0 0 0 TIM SIDORE 15 GLENEAGLE DRIVE BEDFORD NH 03110 TRUSTEE 1.00 0 0 0 CANUTE T MALENFANT 15 GLENEAGLE DRIVE BEDFORD NH 03110 TRUSTEE 1.00 0 0 0 ZOHAR BERMAN 15 GLENEAGLE DRIVE BEDFORD NH 03110 TRUSTEE 1.00 0 0 0 CAY BERMAN 15 GLENEAGLE DRIVE BEDFORD NH 03110 TRUSTEE 1.00 0 0 0 CHARLOTTE BERMAN 15 GLENEAGLE DRIVE BEDFORD NH 03110 TRUSTEE 1.00 0 0 0 NICHOLAS BERMAN 15 GLENEAGLE DRIVE BEDFORD NH 03110 TRUSTEE 1.00 0 0 0 NONE 0 NONE UNIV-NH SAUL O SIDORE LECTURE SERIES FOR 2022-2023 ACADEMIC YEAR GRANT MATCHED BY SCHOOL-PROVIDES FREE LECTURES AT UNH-DURHAM PUBLICIZED OPEN TO PUBLIC 12500 PLYMOUTH STATE UNIV SAUL O SIDORE LECTURE SERIES FOR 2022-2023 ACADEMIC YEAR GRANT MATCHED BY SCHOOL-PROVIDES FREE LECTURES PUBLICIZED OPEN TO PUBLIC 6000 KEENE STATE COLLEGE SAUL O SIDORE LECTURE SERIES FOR 2022-2023 ACADEMIC YEAR GRANT MATCHED BY SCHOOL-PROVIDES FREE LECTURES PUBLICIZED OPEN TO PUBLIC 5000 MARGUERITES PLACE-SUPPORTS FAMILIES AND CHILDREN WITH TRANSITIONAL HOUSING CHILD CARE AND COMMUNITY PROGRAMS 4650 1062466 3307 0 1065773 0 1065773 15987 1049786 52489 52489 635 635 51854 51854 51854 82541 82541 51854 58705 46971 71799 84566 25936 287977 82541 51854 30687 318664 0 58705 259959 46971 71799 84566 25936 30687 RALPH P SIDORE 15 GLENEAGLE DRIVE BEDFORD NH 03110 6039359445 APPLICATIONS MAY BE SUBMITTED ONLY IN LETTER FORM, INDICATING CLEARLY THE TYPE OF PROJECT BEING UNDERTAKEN, THE SPECIFIC AREAS FOR WHICH A SPECIFIC AMOUNT OF FUNDING IS REQUESTED, THE BENEFIT TO BE DERIVED BY THE COMMUNITY(IES) INVOLVED AND AN IDEA OF THE TIME FRAME DURING WHICH THE PROJECT IS EXPECTED TO BE UNDERTAKEN AND COMPLETED. CONTINUOUSLY ANY RESTRICTIONS ON GRANTS ARE ON A CASE-BY-CASE BASIS. RALPH P SIDORE 15 GLENEAGLE DRIVE BEDFORD NH 03110 6039359445 IN ADDITION, THE FOUNDATION REQUIRES A CLEAR STATEMENT FROM APPLICANTS OF THE PERCENTAGE OF SOLICITED DONATIONS THAT IS USED TO SUPPORT THE COST OF THE SOLICITATION AND/OR ANY RELATED ADMINISTRATIVE COSTS. NO TELEPHONE CALLS ARE ACCEPTED.APPLICATIONS MAY BE SUBMITTED AT ANY TIME, HOWEVER THE TRUSTEES TEND TO MEET ONCE OR TWICE A YEAR, ONCE IN MAY OR JUNE, AND AGAIN IN NOVEMBER OR DECEMBER. CONTINUOUSLY ANY RESTRICTIONS ON GRANTS ARE ON A CASE-BY-CASE BASIS. RALPH P SIDORE 15 GLENEAGLE DRIVE BEDFORD NH 03110 6039359445 THE FOUNDATION DOES NOT MAKE ANY GRANTS TO INDIVIDUALS FOR SCHOLARSHIPS, FELLOWSHIPS, ETC. THE FOUNDATION DOES MAKE GRANTS ONLY TO CHARITABLE NON-PROFIT ORGANIZATIONS OR TO EDUCATIONAL, CULTURAL OR GOVERNMENTAL INSTITUTIONS. THE MAJORITY OF THE FOUNDATIONS GRANTS GOES TO FUND THE SAUL O SIDORE LECTURE SERIES AT THE FOUR MAIN CAMPUSES OF THE UNIVERSITY SYSTEM OF NEW HAMPSHIRE, CONTINUOUSLY ANY RESTRICTIONS ON GRANTS ARE ON A CASE-BY-CASE BASIS. RALPH P SIDORE 15 GLENEAGLE DRIVE BEDFORD NH 03110 6039359445 AND TO PUBLIC LIBRARIES IN NEW HAMPSHIRE. INDIVIDUAL PROJECTS WILL BE REVIEWED, BUT THE TRUSTEES HAVE GENERALLY PROVIDED FUNDING, WITHIN THE LIMITED BUDGET AVAILABLE, FOR PROPOSALS RELATING TO CHILDREN AT RISK, CHILDREN IN NEED, GENERAL CULTURAL CHARITABLE AND EDUCATIONAL INTERESTS AND ATHLETIC EDUCATION. IN ADDITION, THE FOUNDATION MAKES GRANTS, IN MEMORY OF REBECCA LEE SPITZ, CONTINUOUSLY ANY RESTRICTIONS ON GRANTS ARE ON A CASE-BY-CASE BASIS. RALPH P SIDORE 15 GLENEAGLE DRIVE BEDFORD NH 03110 6039999999 TO NEW HAMPSHIRE MUNICIPAL LIBRARIES AND NON-PROFIT ORGANIZATIONS WITH SIMILAR OR RELATED FUNCTIONS, FOR LIMITED PROJECTS TO ENHANCE THEIR SERVICES TO THEIR CLIENTELE. IN GENERAL, THE FOUNDATION WILL NOT PARTICIPATE IN FUNDING DRIVES, OR IN SUPPORTING GENERAL OPERATING REQUIREMENTS; ITS INTERESTS LIE IN PROVIDING ALL OR SOME OF THE SEED-MONEY NECESSARY, ON A ONE-TIME BASIS, TO GET PROJECTS CONTINUOUSLY ANY RESTRICTIONS ON GRANTS ARE ON A CASE-BY-CASE BASIS. RALPH P SIDORE 15 GLENEAGLE DRIVE BEDFORD NH 03110 6039999999 OR ACTIVITIES STARTED, WITHOUT ADDITIONAL FUNDING COMMITMENTS BEING REQUIRED. THE FOUNDATIONS GEOGRAPHIC INTERESTS ARE GENERALLY RESTRICTED TO THE STATES OF NEW HAMPSHIRE AND MASSACHUSETTS, WITH EMPHASIS ON THE NORTH COUNTRY OF NEW HAMPSHIRE. CONTINUOUSLY ANY RESTRICTIONS ON GRANTS ARE ON A CASE-BY-CASE BASIS. ABBIE GREENLEAF LIBRARY 2 UNION ST LITTLETON NH 03561 PC RLS LIBRARY GRANT 500 AVIATION MUSEUM OF NH 27 NAVIGATOR RD LONDONDERRY NH 03053 PC CHARITABLE 4644 CHILDRENS LITERACY FOUNDATION 1536 LOOMIS HILL ROAD WATERBURY CENTER VT 05677 PC RLS LIBRARY GRANT 3000 CLAREMONT SOUP KITCHEN 53 CENTRAL STREET CLAREMONT NH 03743 PC SOUP KITCHEN-FOOD PANTRY 800 FRIENDS OF AINE 226 COOLIDGE AVE MANCHESTER NH 03102 PC LINDA COHEN SIDORE GRANT 1135 GIRLS INC NH 15 GREENWOOD AVE CONWAY NH 03818 PC CHARITABLE 3283 KISHKA GALLERY LIBRARY 83 GATES ST WHITE RIVER JUNCTION VT 05001 PC CHARITABLE 3000 LINCOLN PUBLIC LIBRARY 22 CHURCH ST LINCOLN NH 03251 PC RLS LIBRARY GRANT 500 FALL MOUNTAIN FRIENDLY MEALS 122 NH ROUTE 12A ALSTEAD NH 03602 PC SOUP KITCHEN-FOOD PANTRY 800 FAMILIES IN TRANSITION 122 MARKET STREET MANCHESTER NH 03101 PC CHARITABLE 1500 MARC A HURZELER MD LIBRARY 178 MEADOWS RD JEFFERSON NH 03583 PC RLS LIBRARY GRANT 500 MOOSILAUKEE PUBLIC LIBRARY 165 LOST RIVER RD NORTH WOODSTOCK NH 03262 PC RLS LIBRARY GRANT 455 KEENE STATE COLLEGE 229 MAIN ST KEENE NH 03435 PC LECTURE SERIES 5000 LISTEN INC 60 HANOVER STREET LEBANON NH 03766 PC SOUP KITCHEN-FOOD PANTRY 2000 NAVIGATION GAMES 116 HENRY ST CAMBRIDGE MA 02139 PC CHARITABLE 500 MANCHESTER COMMUNITY MUSIC SCHOOL 2291 ELM STREET MANCHESTER NH 03101 PC CHARITABLE-IMO MAY GRUBER 3500 MARGUERITES PLACE 87 PALM ST NASHUA NH 03060 PC CHARITABLE 4650 MEDIA POWER YOUTH 1245 ELM STREET MANCHESTER NH 03101 PC CHARITABLE-IMO MAY GRUBER 1000 ST PAULS SCHOOL ADV STUDIES PROG 325 PLEASANT ST CONCORD NH 03301 PC CHARITABLE 2450 YIDDISH BOOK CENTER 12902 MAGNOLIA DRIVE TAMPA FL 33612 PC CHARITABLE-IMO MAY GRUBER 1000 NASHUA SOUP KITCHEN SHELTER 2 QUINCY ST NASHUA NH 03060 PC SOUP KITCHEN-FOOD PANTRY 1400 NEW HORIZONS FOR NH 199 MANCHESTER ST MANCHESTER NH 03103 PC SOUP KITCHEN-FOOD PANTRY 1400 NORTH COUNTRY CHAMBER PLAYERS 2 UNION STREET LITTLETON NH 03561 PC CHARITABLE 1000 ON BELAY 55 MAIN ST NEWMARKET NH 03857 PC LINDA COHEN SIDORE GRANT 900 PLYMOUTH AREA COMMUNITY CLOSET 5 MAIN ST PLYMOUTH NH 03264 PC SOUP KITCHEN-FOOD PANTRY 1400 PLYMOUTH STATE UNIVERSITY 17 HIGH STREET PLYMOUTH NH 03264 PC LECTURE SERIES 6000 SALVATION ARMY SOUP KITCHEN-BERLIN 15 COLE ST BERLIN NH 03570 PC SOUP KITCHEN-FOOD PANTRY 1400 SALVATION ARMY SOUP KITCHEN-LACONIA 177 UNION ST LACONIA NH 03246 PC SOUP KITCHEN-FOOD PANTRY 1400 SALVATION ARMY SOUP KITCHEN-PORTSMO 15 MIDDLE ST PORTSMOUTH NH 03801 PC SOUP KITCHEN-FOOD PANTRY 1400 SONSHINE SOUP KITCHEN 4 CRYSTAL AVE UNIT 4 DERRY NH 03038 PC SOUP KITCHEN-FOOD PANTRY 800 THE CAREGIVERS 700 EAST INDUSTRIAL PARK DR MANCHESTER NH 03109 PC CHARITABLE 1000 WILLIAM D WEEKS MEMORIAL LIBRARY 101 MAIN STREET LANCASTER NH 03584 PC RLS LIBRARY GRANT 450 TEMPLE ADATH YESHURUN 152 PROSPECT STREET MANCHESTER NH 03104 PC CHARITABLE-IMO MAY GRUBER 1000 THE COMMUNITY KITCHEN INC 35 MECHANIC ST KEENE NH 03431 PC CHARITABLE AND SOUP KITCHEN-FOOD PANTRY 3500 THE SELMA DEITCH CENTER 1245 ELM STREET MANCHESTER NH 03101 PC CHARITABLE-IMO MAY GRUBER 1000 THE FRIENDLY KITCHEN INC 2 S COMMERCIAL ST CONCORD NH 03301 PC SOUP KITCHEN-FOOD PANTRY 1400 THE NATURE CONSERVANCY 22 BRIDGE STREET - NO 4 CONCORD NH 03301 PC CHARITABLE 100 UNIVERSITY OF NH FOUNDATION 9 EDGEWOOD ROAD DURHAM NH 03824 PC LECTURE SERIES 12500 WAYPOINT 464 CHESTNUT ST MANCHESTER NH 03105 PC CHARITABLE 3500 MERRIMACK COMMUNITY FOOD PANTRY PO BOX 895 MERRIMACK NH 03054 PC SOUP KITCHEN-FOOD PANTRY 1000 82767 0 14 19819 18 43899 INT-NH COM LOAN FUND 30 1750 65468 65468 11A INTEREST FROM 60000 LOAN-NEW HAMPSHIRE COMMUNITY LOAN FUND false false false false false false false false false false ALPHABET CL C 8083 113590 APPLE INC 5214 112438 BERKSHIRE HATHAWAY - B 9730 109138 JOHNSON & JOHNSON 43735 90752 VANGUARD S&P 500 ETF 45394 116626 PUTNAM USDI FUND 72501 72599 ISHARES CORE S&P500 ETF 138530 149021 ISHARES 0-5 HY CORP BOND ETF 0 0 ISHARES 10-20 TREASRY BOND ETF 0 0 ISHARES CONVERTIBLE BOND ETF 0 0 ISHARES MBS ETF 14707 15241 ISHARES MSCI EM MIN VOL FAC ET 0 0 ISHARES MSCI USA MOMEM FAC ETF 0 0 ISHARES CORE S&P SMALLCAP ETF 0 0 ISHARES CORE TOTAL USD BONDETF 67177 61181 ISHARES GSCI COMMODITY DYNAMIC 0 0 ISHARES ESG AWARE MSCI USA ETF 17546 17941 ISHARES MSCI USA MIN VOL FAC 6053 6485 ISHARES MSCI EAFE VALUE ETF 29184 30791 ISHARES MSCI EAFE GROWTH ETF 16592 18498 ISHARES 20 YR TREASURY BD ETF 14370 14338 ISHARES CORE MSCI EMRGMRKT ETF 14952 15225 ISHARES GLOBAL ENERGY ETF 4029 3746 ISHARES IBOXX INV GR CORP BD 8610 9066 ISHARES MSCI EMRG MRKTS EX CHI 4034 4516 ISHARESMSCI USA QUALITY FAC ET 28767 35461 ISHARES US TREASURY BOND ETF 0 0 ISHARES US INFRASTRUCTURE ETF 4138 4510 ISHARES US TECHNOLOGY ETF 9913 13748 MONEY MARKET 72219 72219 ISHARES S&P 100 ETF 10087 11121 ISHARES S&P 500 GROWTH ETF 8478 8862 ISHARES TREASURY FLOAT RATE BD 14172 14132 BASIS CORRECTION-ALPHABET 946 ADVISORY FEES 1427 0 0 0 INTEREST-NH COMM LOAN FUND 1750 1750 0 TAX REFUND 4253 0 0 NH COMMUNITY LOAN FUND NONE 50000 50000 2023-01 2027-12 RENWED REGULARLY 2.0 UNSECURED EXEMPT-NH NONPROFIT CONNECTS FAMILIES TO LOANS 50000 50000 NH COMMUNITY LOAN FUND NONE 10000 10000 2018-02 2027-02 RENWED REGULARLY 5.0 UNSECURED EXEMPT-NH NONPROFIT CONNECTS FAMILIES TO LOANS 10000 10000 TAX PAYMENTS 774 0 0 774