2024-11-07T14:37:10-06:00 2023-12-31 042713878 DANIEL FFRIEL CPAPC 404 WYMAN STREET SUITE 380 WALTHAM MA 024511212 990PF 2023-01-01 046183682 SPERO CHARITABLE FOUNDATION SPER 7818903150 J KOUROUBACALIS 200 BROADWAY 307 LYNNFIELD MA 01940 JANET KOURBOUCALIS TRUSTEE 7818903150 2024-11-07 1 1 DANIEL F FRIELCPA P01261322 7818903150 2024-11-05 2023 2024-10-15 13:58:12Z X 3261847 X X 1435 1435 83882 83882 11632 118369 11632 96949 96949 0 0 0 12071 0 0 1293 0 0 13364 0 0 112411 112411 125775 0 112411 -28826 96949 74705 50172 50172 51487 44362 44362 2132476 2135308 3167313 4023 4023 2258668 2229842 3261847 0 0 X 2258668 2229842 0 0 0 0 2258668 2229842 2258668 2229842 2258668 -28826 0 2229842 0 2229842 KIMBERLY CLARK CORP P 2022-03-14 2023-02-09 12839 11954 885 885 PNC FINNCIAL SERVICES GROUP INC. P 2022-05-16 2023-04-05 12088 15518 -3430 -3430 US BANCORP P 2022-05-16 2023-04-05 7002 9655 -2653 -2653 BOSTON TRUST EQUITY FUND P 2021-12-14 2023-07-18 10313 10636 -323 -323 HUBBELL INC. P 2022-03-14 2023-07-19 33263 17834 15429 15429 PLAINS ALL AMERICAN PIPELINE P 2005-01-04 2023-07-19 7330 9286 -1956 -1956 PLAINS ALL AMERICAN PIPELINE P 2005-01-04 2023-07-20 7312 9286 -1974 -1974 THE SOUTHERN COMPANY P 2022-01-01 2023-07-20 8768 8768 8768 US BANCORP P 2022-03-14 2023-04-05 7002 10766 -3764 -3764 VANGUARD S&P 500 ETF P 2021-06-30 2023-07-18 12452 11802 650 650 11632 1348 0 1348 0 1348 0 0 0 0 0 X 79 1427 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A JANET KOUROUBACALIS 7818903150 200 BROADWAY SUITE 307 LYNNFIELD MA 01940 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JANET KOUROUBACALIS 81 COPPERMINE ROAD TOPSFIELD MA 01983 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 CHARITABLE DONATIONS TO VARIOUS ORGANIZATIONS (LIST ATTACHED) 0 N/A 0 0 30726540 53346 0 30779886 0 0 30779886 461698 30318188 1515909 1515909 1348 1348 1514561 0 1514561 0 1514561 112411 0 112411 1514561 31491 0 0 112411 31491 0 0 80920 0 0 0 0 0 0 0 0 1433641 0 0 0 X THE DANCE COMPLEX 536 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 PC SUPPORT FOR THE ORGANIZATION 450 THE OAK SCHOOL 11500 W 20TH AVENUE LAKEWOOD CO 80215 PC SUPPORT FOR THE ORGANIZATION 10388 BOCH CENTER 270 TREMONT STREET BOSTON MA 02116 PC SUPPORT FOR THE ORGANIZATION 1000 THE RASHI SCHOOL 8000 GREAT MEADOW ROAD DEDHAM MA 02026 PC SUPPORT FOR THE ORGANIZATION 1000 BROOKSBY VILLAGE SCHOLARSHIP FUND 100 BROOKSBY VILLAGE DRIVE PEABODY MA 01960 PC SUPPORT FOR THE ORGANIZATION 500 CLERGY BENEFIT TRUST ARCHDIOCESE OF BOSTON 66 BROOKS DRIVE BRAINTREE MA 02184 PC SUPPORT FOR THE ORGANIZATION 3000 THE WINSOR SCHOOL 103 PILGRIM ROAD BOSTON MA 02215 PC SUPPORT FOR THE ORGANIZATION 500 CENTER FOR HUMAN GENETICS 840 MEMORIAL DRIVE 101 CAMBRIDGE MA 02139 PC SUPPORT FOR THE ORGANIZATION 5000 HAPPY JACK RECORDS 600 THIRD AVENUE NEW YORK NY 10016 PC SUPPORT FOR THE ORGANIZATION 1000 THE VANDERPUMPS DOG FOUNDATION 8134 WEST 3RD STREET LOS ANGELES CA 90048 PC SUPPORT FOR THE ORGANIZATION 650 ST ANTIOCHIAN ORTHODOX CHURCH 44 BOWERS STREET LOWELL MA 01854 PC SUPPORT FOR THE ORGANIZATION 1000 TELEVISION ADADEMY FOUNDATION 5220 LANKERSHIM BLVD N HOLLYWOOD CA 91601 PC SUPPORT FOR THE ORGANIZATION 1000 CATHOLIC SCHOOLS FOUNDATION 67 BATTERY MARCH STREET 6TH FLOOR BOSTON MA 02110 PC SUPPORT FOR THE ORGANIZATION 1000 THE GRAMMY MUSEUM 800 W OLYMPIC BLVD LOS ANGELES CA 90015 PC SUPPORT FOR THE ORGANIZATION 425 BRANDEIS UNIVERSITY 415 SOUTH STREET WALTHAM MA 02453 PC SUPPORT FOR THE ORGANIZATIONSUPPORT FOR THE ORGANIZATION 5000 TEMPLE TIEFERET SHALOM 489 LOWELL STREET PEABODY MA 01960 PC SUPPORT FOR THE ORGANIZATION 6500 THE SALVATION ARMY 25 SHAWMUT ROAD CANTON MA 02021 PC SUPPORT FOR THE ORGANIZATION 1600 THE WOODSTOCK MUSEUM 13 CHARLES BACH ROAD SAUGERTIES NY 12477 PC SUPPORT FOR THE ORGANIZATION 10000 TOYS FOR TOTS 18251 QUANTICO GATEWAY DR TRIANGLE VA 22172 PC SUPPORT FOR THE ORGANIZATION 59938 TRUSTEES OF THE RESERVATIONS 200 HIGH STREET BOSTON MA 02110 PC SUPPORT FOR THE ORGANIZATION 360 HAPPY JACK FOUNDATION 228NY-59 SUITE 200 NANUET NY 10954 PC SUPPORT FOR THE ORGANIZATION 1000 WORCESTER TELEGRAM & GAZETTE 100 FRONT STREET WORCESTER MA 01608 PC SUPPORT FOR THE ORGANIZATION 500 RUTH'S HOUSE 111 LAFAYETTE SQUARE HAVERHILL MA 01832 PC SUPPORT FOR THE ORGANIZATION 500 THE MARCH OF DIMES 112 TURNPIKE ROAD 300 WESTBOROUGH MA 01581 PC SUPPORT FOR THE ORGANIZATION 100 112411 0 14 1435 14 83882 14 11632 0 85317 11632 96949 3 INCOME PROVIDES CASH FOR CONTINUED CONTRIBUTIONS TO CHARITIES 4 INCOME PROVIDES CASH FOR CONTINUED CONTRIBUTIONS TO CHARITIES 8 INCOME PROVIDES CASH FOR CONTINUED CONTRIBUTIONS TO CHARITIES 0 0 0 0 0 0 0 0 0 0 INVESTMENTS 2135308 3167313 BANK CHARGES 36 0 0 MISCELLANEOUS EXPENSES 15 0 0 INVESTMENT MANAGEMENT FEES 1242 0 0 FEDERAL TAX 12036 0 0 MA TAX 35 0 0