2025-11-17T19:40:14-08:00 2024-12-31 043215625 Vallas & Arrison PC 312 Great Road Littleton MA 01460 990PF 2024-01-01 046922636 The Joseph & Agatha Sicari Charitable Trust JOSE 9783681200 PO Box 307 Shrewsbury MA 01545 David Taylor Trustee 2025-11-17 true true George P Vallas CPA P00466005 9784869855 2024 2025-03-06 01:10:19Z X 10792221 X 400000 216690 216690 216690 700733 1677107 700733 46720 46720 46720 1364143 964143 263410 65000 32500 32500 8231 8231 153398 153398 1950 1825 125 2058 2058 230637 187723 42914 0 697500 697500 928137 187723 42914 697500 436006 776420 220496 11762 98492 98492 116013 359575 359575 955682 1589726 955682 955682 389909 399006 2327302 2640003 8908395 33923 71071 71071 4078726 4514732 10792221 2600 2600 2600 2600 X 4076126 4512132 4076126 4512132 4078726 4514732 4076126 436006 4512132 4512132 LPL ST Covered P 2024-01-01 2024-12-31 291053 359622 -68569 -68569 LPL ST Noncovered P 2024-01-01 2024-12-31 98841 97477 1364 1364 LPL LT Covered P 2020-01-01 2024-12-31 427658 270485 157173 157173 LPL LT Noncovered P 2020-01-01 2024-12-31 859555 248790 610765 610765 700733 -67205 10792 10792 10792 433 433 10359 0 false false false false false false false true true MA true false false false false true N/A David Taylor 9783681200 PO Box 307 Shrewsbury MA 01545 false false false false false false false false false false false false false false false false false false false false false false David Taylor PO Box 307 Shrewsbury MA 01545 Trustee 5.00 65000 NONE Vallas & Arrison 312 Great Road Littleton MA 01450 Accounting Services 2600 LPL Financial 1055 LPL Way Fort Mill SC 29715 Investment Management 153398 Grants Made to Seven tax exempt organizations. 697500 10169655 294900 950000 11414555 0 11414555 171218 11243337 562167 562167 10792 10792 551375 551375 551375 697500 697500 551375 94227 84470 39696 47471 33805 299669 697500 0 551375 146125 445794 0 94227 351567 84470 39696 47471 33805 146125 Davis Taylor Trustee POBox 307 Shrewsbury MA 01545 9783681200 No Predetermined Forms None None Friends of Ellen M Leach Memorial H One Colonial Circle Brewer ME 04412 None General Purposes 85000 Holden Christian Academy 279 Reservoir Road Holden MA 01520 None General Purposes 75000 Missionaries 2 Marriages C/o DeMott 10700 W 104th Ave Westminister CO 80021 None General Purposes 47500 Ducks on a Pond 197 Friend Street Boston MA 02114 None General Purposes 50000 Regenerating Life Ministries PO Box 1355 Fatetteville GA 30214 None General Purposes 30000 Earning for Life Inc PO Box 307 Shrewsbury MA 01545 None General Purpose 400000 Westwood Food Pantry 60 Nahatan Street Westwood MA 02090 None General Purpose 10000 697500 14 216690 18 46720 700733 263410 700733 964143 4 Dividend and interest income is used to make distributions to various tax exempt organizations. 7 Miscellaneous income is used to make distributions to various tax exempt organizations. 8 Proceeds from the sale of investments are used to make distributions to various tax exempt organizations. false false false false false false false false false false X X 1 Michael Phillips 575 Spring Ranch Drive Golden CO 80401 400000 X Legal Fees 8231 0 8231 0 Bank Charges 240 240 Dues and Subscriptions 1660 1660 Office Expense 149 149 Postage 9 9 Other Investment Income 46720 Investment Management Fees 153398 153398 0 0 Filing Fees 125 125 Foreign Taxes 1825 1825