2025-02-24T16:15:58-05:00 2024-12-31 990PF 2024-01-01 046721931 DONALD H & HELEN D PEACH SCHOLARSHIP FUND % Philanthropic Lodge F and AM DONA 9783951763 PO BOX 264 MARBLEHEAD MA 01945 Allan Martin MARTIN Treasurer for Trustee 2025-02-25 2024 2025-03-06 01:10:19Z X X 377085 X 0 X 4 4 4 8553 8553 8553 0 0 0 0 11339 26090 0 0 0 0 0 0 0 0 0 19896 8557 8557 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 866 866 866 866 0 0 0 0 124 124 124 124 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 231 231 231 231 1221 1221 1221 1221 2000 2000 3221 1221 1221 3221 16675 7336 7336 7632 10964 10964 0 0 0 0 0 0 0 0 0 0 2764 11034 11083 31064 24900 262560 63756 69360 77379 0 10209 15842 15099 0 0 0 0 0 115425 132100 377085 0 0 0 0 0 0 0 0 0 0 0 0 0 X 115425 132100 115425 132100 115425 132100 115425 16675 132100 132100 102 102 102 0 0 0 102 0 0 false false false 0 0 0 false false false false false true true false false false false true Philanthropic Lodge F AM 9783951763 PO BOX 264 MARBLEHEAD MA 01945 false false false false false false false false false false false false false false false false false false false false false Philanthropic Lodge F AM 62 Pleasant St P O Box 264 Marblehead MA 01945 Trustee 1.00 0 0 0 NONE NONE Scholarships granted- Scholarships granted to graduates of Marblehead High School attending or accepted to Salem State University 2000 0 0 0 0 0 0 0 0 0 0 0 102 0 102 0 0 0 0 0 3221 0 0 0 0 3221 0 0 0 3221 0 0 0 0 0 0 X James Marcey 62 Superior St Lynn MA 01901 No Relationship I Scholarship 500 Margarita Worrick 6 May St Marblehead MA 01945 No Relationship I Scholarship 1000 Joseph Tadesse 4 Broughton Rd Marblehead MA 01945 No Relationship I Scholarship 500 2000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14 0 4 0 14 0 8553 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8557 8557 3 Income and dividend are funds that are used to grant scholarships 4 Income and dividends are funds that are used to grant scholarships CDW LLC 2022-01-31 83 22 31.00 61 61 61 83 5,000 CDW LLC 2022-01 Purchase 2024-08 5000 CDW LLC 4961 5020 0 0 9 IShares MSCI USA Quality 2020-08 Purchase 2024-01 9 IShares MSCI USA Quality 1356 926 0 0 2 IShares MSCI USA Qlty 2020-08 Purchase 2024-03 2 IShares MSCI USA Qlty 331 206 0 0 10 IShares S&P 500 Value 2020-08 Purchase 2024-01 10 IShares S&P 500 Value 1728 1137 0 0 1 IShares S&P 500 Value 2020-08 Purchase 2024-03 1 IShares S&P 500 Value 185 114 0 0 95 Exxon Mobil Corp 1992-12 Purchase 2024-03 95 Exxon Mobil Corp 10806 1461 0 0 122 SPDR Gold Minishares ETV 2022-03 Purchase 2024-01 122 SPDR Gold Minishares ETV 4908 4703 0 0 3 Schwab US Large Cap Growth 2020-08 Purchase 2024-03 3 Schwab US Large Cap Growth 279 169 0 0 18 Schwab US Large Growth 2020-08 Purchase 2024-01 18 Schwab US Large Growth 1536 1015 0 0 CDW Corp 4.125% 0 0 Invesco Bulletshares 2026 Corp 10650 10473 iShares 0-5 year High Yield Corporate 4077 4176 iShares iBonds Dec 2030 Term Corp 10091 10231 iShares IBonds Dec 2029 Term Corp 10264 10283 iShares iBonds Dec 2027 Term Corp 10418 10159 iShares 1-5 year investment grade bond 15158 15252 Schwab US Large Cap Growth 2441 6131 iShares S&P 500 Value ETF 3070 5154 iShares Edge MSCI USA Quality 3191 5520 Exxon Corporation 0 0 SPDR Gold Minishares 0 0 Grand Bank Corporation 24900 262560 2764 11083 11034 11083 Tax filing fee 170 170 170 170 Bond amortization fee 61 61 61 61 Cabot Money Management 866 866 866 866 State Tax 35 35 35 35 Federal tax 89 89 89 89