2025-08-20T20:12:56-07:00 2024-12-31 043447507 FRITZ DEGUGLIELMO LLC 8 ESSEX STREET NEWBURYPORT MA 01950 990PF 2024-01-01 046155695 Mary Alice Arakelian Foundation MARY 9783768887 PO Box 695 Newburyport MA 01950 Mark F Welch Co-Trustee 9783768887 2025-05-14 true Stephen J DeGuglielmo CPA P00166992 9784622161 2025-08-20 2024 2025-03-06 01:10:19Z X 8118968 X X 194742 194742 261484 1462228 261484 0 0 0 456226 456226 0 18000 0 0 18000 0 2100 0 0 2100 46551 46551 0 0 0 0 9170 0 0 9170 9758 0 0 9758 85579 46551 0 39028 627697 627697 713276 46551 0 666725 -257050 409675 0 238340 395907 395907 0 0 980540 667865 662574 2409803 2455108 4685967 1436338 1479539 1473910 0 764728 672178 900610 0 97898 0 0 5927647 5670597 8118968 0 0 0 0 0 X 5927647 5670597 5927647 5670597 5927647 5670597 5927647 -257050 5670597 5670597 Publicly traded securities - short term - see attached P 2024-12-31 2024-12-31 166616 0 169526 -2910 0 0 0 -2910 Publicly traded securities - long term - see attached P 2022-12-31 2024-12-31 1295612 0 1031218 264394 0 0 0 264394 261484 -2910 5694 0 5694 0 5694 2469 0 2469 2469 X 5 3230 0 false false false false false false false true true true false false false false true N/A Mark F Welch 9783768887 24 Purington Lane Hampton NH 03842 false false false false false false false false false false false false false false false false false false false false Mark F Welch 24 Purington Lane Hampton NH 03842 Co-Trustee 1.00 18000 0 0 Kimberly A Rock PO Box 54 Byfield MA 01922 Co-Trustee 1.00 0 0 0 Anna Makos 81 State Street Newburyport MA 01950 Co-Trustee 1.00 0 0 0 John F Leary III PO Box 523 Newburyport MA 01950 Co-Trustee 1.00 0 0 0 NONE 0 NONE 0 Charitable contributions made to non-profit organizations 542321 Scholarships paid directly to universities on behalf of students. 85376 7954653 208233 0 8162886 0 8162886 122443 8040443 402022 402022 5694 5694 396328 396328 396328 666725 666725 396328 18510 0 0 0 0 0 0 666725 18510 0 396328 251887 251887 0 0 0 0 0 251887 0 0 0 0 251887 None None Mark Welch PO Box 695 Newburyport MA 01950 9783768887 N/A September 1st None City of Newburyport 60 Pleasant Street Newburyport MA 01950 PublicCharity UnrestrictedGeneral Support 200000 Pettengill House 13 Lafayette Road Salisbury MA 01952 PublicCharity UnrestrictedGeneral Support 15000 Our Neighbor's Table 194 Main Street Amesbury MA 01913 PublicCharity UnrestrictedGeneral Support 20000 Anna Jaques Hospital 25 Highland Avenue Newburyport MA 01950 PublicCharity UnrestrictedGeneral Support 115000 Pan-Mass Challenge 77 4th Avenue Needham MA 02494 PublicCharity UnrestrictedGeneral Support 10000 Newburyport Education Foundation 70 Low Street Newburyport MA 01950 PublicCharity UnrestrictedGeneral Support 41821 Guinea Pig Sanctuary 129 Bridge Road Salisbury MA 01952 PublicCharity UnrestrictedGeneral Support 5000 Community Services of Newburyport 35 Summer Street Newburyport MA 01950 PublicCharity UnrestrictedGeneral Support 5000 Jeanne Geiger Crisis Center 1 Harris Street Newburyport MA 01950 PublicCharity UnrestrictedGeneral Support 11500 D'Ambrosino - Colgate University 13 Oak Street Hamilton NY 13346 PublicCharity UnrestrictedGeneral Support 10000 Yim - Northeastern 360 Huntington Ave Boston MA 02115 PublicCharity UnrestrictedGeneral Support 10000 Kolman - University of New Hampshir 105 Main Street Durham NH 03824 PublicCharity UnrestrictedGeneral Support 14240 Cooper and Gray-William and Mary Sadler Center 200 Stadium Dr Williamsburg VA 23185 PublicCharity UnrestrictedGeneral Support 10000 Holt-Umass Lowell 220 Pawtucket Street Lowell MA 01854 PublicCharity UnrestrictedGeneral Support 11136 McKeown - Boston College 140 Commonwealth Avenue Boston MA 02115 PublicCharity UnrestrictedGeneral Support 10000 Marino - College of Dublin Bedfield Dublin EI D04V1W6 PublicCharity UnrestrictedGeneral Support 10000 Opportunity Works 10 Opportunity Way Newburyport MA 01950 PublicCharity UnrestrictedGeneral Support 20000 Nourishing the North Shore PO Box 1118 Newburyport MA 01950 Public Charity UnrestrictedGeneral Support 10000 St Vincent DePaul 42 Green Street Newburyport MA 01950 PublicCharity UnrestrictedGeneral Support 5000 Live and Let Live Farm 20 Paradice Lane Chichester NH 03258 PublicCharity UnrestrictedGeneral Support 5000 WBUR 890 Commonwealth Ave Boston MA 02215 PublicCharity UnrestrictedGeneral Support 30000 McElhinney - University of Michigan 500 S State Street Ann Arbor MI 48109 PublicCharity UnrestrictedGeneral Support 10000 Newburyport Documentary Film Festival PO Box 526 Newburyport MA 01950 Public Charity UnrestrictedGeneral Support 1500 Lucy's Love Bus 21 Water Street Amesbury MA 01913 PublicCharity UnrestrictedGeneral Support 5000 Custom Houses Museum 25 Water Street Newburyport MA 01950 PublicCharity UnrestrictedGeneral Support 20000 Massachusetts Coalition for the Homeless 73 Buffum Street Lynn MA 01902 PublicCharity UnrestrictedGeneral Support 5000 YWCA of Greater Newburyport 13 Market Street Newburyport MA 01950 PublicCharity UnrestrictedGeneral Support 15000 Newburyport Livable Street 10 Dexter Street Newburyport MA 01950 PublicCharity UnrestrictedGeneral Support 2500 627697 14 194742 18 261484 456226 456226 false false false false false false false false false false Fritz DeGuglilemo LLC Tax return preparation 2100 0 0 2100 Charles Schwab Short Term 2024-01 Purchased 2024-12 166616 169526 -2910 Charles Schwab Long Term 2023-01 Purchased 2024-12 1295612 1031218 264394 See attached 1479539 1473910 See attached 2455108 4685967 667865 662574 Exchange traded funds - see attached 135789 272305 Mutual funds - see attached 536389 628305 See attached 97898 0 0 Insurance 500 0 0 500 Operations 9258 0 0 9258 Charles Schwab Asset management 46551 46551 0 0