2024-05-30T13:58:39-07:00 2023-12-31 042761218 J Laurence Coe CPA 41 Otis St Watertown MA 02472 990PF 2023-01-01 331122321 The Marshall Home Fund Inc MARS 6172856143 120 Mt Auburn Street Watertown MA 02472 David W Downes Treasurer 6172856143 2024-01-14 David Downes XXX-XX-XXXX true J Laurence Coe CPA P00444726 X 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 1215529 X 6250 X 32247 32247 6584 0 0 0 38497 38831 0 8480 4240 993 496 0 5970 2240 150 150 3321 0 1551 20465 2390 4736 77275 77275 97740 2390 82011 -59243 36441 0 5261 11921 11921 114844 48317 48317 0 0 1085241 1092397 1155291 0 0 0 0 0 0 1205346 1152635 1215529 0 0 0 0 0 X 1205346 1152635 1205346 1152635 1205346 1152635 1205346 -59243 6584 1152687 52 1152635 ISHARES CORE S&P SMALL CAP P 2022-01-19 2023-01-25 9196 0 10147 -951 0 0 0 -951 FRT TRT VAL INDX P 2017-09-18 2023-01-25 22024 0 16383 5641 0 0 0 5641 FRT TRT VAL INDX P 2019-07-30 2023-01-25 27983 0 24021 3962 0 0 0 3962 FRT TRT VAL INDX P 2019-07-30 2023-08-14 1188 0 1037 151 0 0 0 151 FRT TRT VAL INDX P 2019-10-16 2023-08-14 18815 0 16467 2348 0 0 0 2348 VANGUARD SHORT TERM BOND P 2018-01-18 2023-01-25 60407 0 62981 -2574 0 0 0 -2574 VANGUARD WORLD FUND SHS P 2022-01-19 2023-08-14 35030 0 37023 -1993 0 0 0 -1993 6584 507 0 507 0 507 2575 0 2575 -2575 2068 508 1560 false false false false false false false true true MA true false false false false true marshallhomefund.org John Gorman 6175290885 290 Pleasant Street Watertown MA 02472 false false false false false false false false false false false false false false false false false false false false Carole Katz 120 Mt Auburn Street Watertown MA 02472 Co-President/Dir. 1.50 0 0 0 David Leon 120 Mt Auburn Street Watertown MA 02472 Co-President/Dir. 1.50 0 0 0 Martha Scott 120 Mt Auburn Street Watertown MA 02472 Vice President/Dir. 1.50 0 0 0 David W Downes 120 Mt Auburn Street Watertown MA 02472 Treasurer/Dir. 1.50 0 0 0 Lorraine Clifford 120 Mt Auburn Street Watertown MA 02472 Asst. Treas./Dir. 1.50 0 0 0 John Hawes 120 Mt Auburn Street Watertown MA 02472 Secretary/Dir. 1.50 0 0 0 Pat Ahern 120 Mt Auburn Street Watertown MA 02472 Clerk/Dir. 1.50 0 0 0 Seda Aghamianz 120 Mt Auburn Street Watertown MA 02472 Director 0.50 0 0 0 Rev Louise Forrest 120 Mt Auburn Street Watertown MA 02472 Director 0.50 0 0 0 Erin Fragola 120 Mt Auburn Street Watertown MA 02472 Director 0.50 0 0 0 Lenore Gibson 120 Mt Auburn Street Watertown MA 02472 Director 0.50 0 0 0 Rev Andrew Goldhor 120 Mt Auburn Street Watertown MA 02472 Director 0.50 0 0 0 John Gorman 120 Mt Auburn Street Watertown MA 02472 Director 0.50 0 0 0 Ann Hilferty 120 Mt Auburn Street Watertown MA 02472 Director 0.50 0 0 0 Deborah Kaup 120 Mt Auburn Street Watertown MA 02472 Director 0.50 0 0 0 Carol Ann Menton 120 Mt Auburn Street Watertown MA 02472 Director 0.50 0 0 0 Dolores Mitchell 120 Mt Auburn Street Watertown MA 02472 Director 0.50 0 0 0 Will Twombly 120 Mt Auburn Street Watertown MA 02472 Director 0.50 0 0 0 Daniel Unsworth 120 Mt Auburn Street Watertown MA 02472 Director 0.50 0 0 0 Jo White 120 Mt Auburn Street Watertown MA 02472 Director 0.50 0 0 0 NONE 0 NONE 0 The Organization made a grant to or on behalf of underserved elderly individuals. 275 The Organization made 19 grants to organizations for the benefit of underserved elderly individuals. 77000 1158552 13365 0 1171917 0 1171917 17579 1154338 57717 57717 507 507 57210 57210 57210 82011 82011 57210 16844 28808 26716 21844 29762 123974 82011 0 82011 205985 0 0 0 57210 16844 189141 28808 26716 21844 29762 82011 None None Allocations Committee 120 Mt Auburn Street Watertown MA 02472 6179247229 See Additional Information, attached. See Additional Information, attached. See Additional Information, attached. Elderly residents n/a Watertown MA 02472 none I Holiday gifts forelderlyresidents 275 Perkins School for the Blind 175 North Beacon Street Watertown MA 02472 PC Thriving withVision LossProgram 5000 Watertown Council on Aging 31 Marshall Street Watertown MA 02472 G0V Supplemental transportationfor Seniors 2000 Watertown Council on Aging 31 Marshall Street Watertown MA 02472 GOV EmergencyAssistance block grant 5000 Mosesian Center for the Arts 321 Arsenal Street Watertown MA 02472 PC Aging Creatively 6500 Mass Assoc for the Blind 200 Ivy Street Brookline MA 02446 PC Access TechnologyTraining forSeniors 7000 Springwell Inc 307 Waverley Oaks Road Waltham MA 02452 PC Elder Independence and Safety fund program 10000 Springwell Inc 307 Waverley Oaks Road Waltham MA 02452 PC Elder Independence and Safety fund continuation 2000 Church of the Good Shepherd 9 Russell Avenue Watertown MA 02472 PC Together is Better 3000 Carroll Center for the Blind 770 Centre Street Newton MA 02458 PC Low Vision/ Blindness and Community servics 2500 Watertown Fire Department 99 Main Street Watertown MA 02472 GOV Fire and life safety educationfor elders 1000 Watertown Friend of Project Literacy 123 Main Sreet Watertown MA 02472 PC Engish language insruction forelders 7000 Watertown Housing Authority 55 Waverly Avenue Watertown MA 02472 PC A/C units for elderly housing 3000 Watertown Housing Authority 55 Waverly Avenue Watertown MA 02472 PC McSherry CommunityBuilding 1500 Watertown Housing Authority 55 Waverly Avenue Watertown MA 02472 PC Watertown Health transportationprogram 5000 Deaf Inc 50 Hunt Street Watertown MA 02472 PC Connecting withDeaf/Blindelders 4500 Sacred Threads Center 71 Walnut Park Newton MA 02458 PC ThoughtfulThursdays 1500 Watertown Farmers' Market 149 Main Street Watertown MA 02472 4000 Farmers' Market SNAP matchprogram 4000 Watertown Health Department 149 Main Street Watertown MA 02472 4500 Compassionate Connections XII 4500 Wayside Youth and family Support 127 N Beacon Street Watertown MA 02472 2000 SRS Emergencygrants 2000 77275 None 0 0 0 None None false false false false false false false false false false J.L. Coe Tax preparation 5970 2240 Part XV, Lines 2b, 2c, and 2d: 2178 VANGUARD WORLD FD SHS 180397 185261 1655 VANGUARD WORLD FD SHS 89193 91488 3258 VANGUARD TOTAL BOND MARKET 266073 239626 2405 FRT TR VAL INDX 85378 97547 1495 VANGUARD VALUE ETF 164015 223503 159 VANGUARD INFORMATION TECH ETF 44482 76956 105 VANGUARD HEALTHCARE ETF 20475 26323 1198ISHARES TIPS BOND ETF 144340 128773 4995 VANECK PREFERRED SECS EX FINANCIALS ETF 98044 85814 Miscellaneous adjustment 52 Public relations 343 Insurance 187 Interpretive Services 146 Office expenses 273 State filing fees 50 Professional development 125 Other expense 115 Telecommunications 159 Computer and software 153 Capital gain net income 6584 Merrill Lynch Investment mgt. 150 150 Form 990-PF tax 3321