2025-11-18T19:59:49-06:00 2025-06-30 222674480 EARLENE D BAKERMAN CPA 865 TURNPIKE STREET NORTH ANDOVER MA 018456139 990PF 2024-07-01 743201002 EDWARD S & WINIFRED G MOSELEY FOUNDATION EDWA 6172241900 CERITY 265 FRANKLIN ST 2001 BOSTON MA 021103199 CHRISTOPHER T BARROW TRUSTEE 6172241900 2025-11-18 1 1 X EARLENE D BAKERMAN CPA P00009129 9786915115 2025-11-18 X 2024 2025-03-06 01:10:19Z X 33001387 X X 573798 573798 1345763 3881228 1345763 1919561 1919561 90000 30000 60000 9500 6365 3135 148939 90863 58076 25482 12016 0 1201 377 824 1446 1446 0 276568 141067 122035 1585350 1585350 1861918 141067 1707385 57643 1778494 77638 1711586 1603830 1603830 775243 519933 501245 12632423 12908835 26601932 4090272 4312207 4294380 19287162 19344805 33001387 0 0 X 17302381 17302381 0 0 1984781 2042424 19287162 19344805 19287162 19344805 19287162 57643 0 19344805 0 19344805 TORONTO DOMINION BANK P 2012-02-24 2025-06-23 426780 239221 187559 187559 THERMO FISHER SCIENTIFIC INC P 2009-10-14 2025-06-23 287622 33760 253862 253862 UNITED PARCEL SERVICE INC P 2016-09-14 2025-06-23 330095 353383 -23288 -23288 US TREASURY NOTES 06/30/2025 2.75% P 2019-02-04 2025-06-30 250000 250000 0 0 COMCAST 3.375% 08/15/2025 P 2021-08-26 2025-06-05 250000 251102 -1102 -1102 REPUBLIC SERVICES INC 8/15/2024 2.5% P 2021-08-24 2024-08-15 250000 250000 0 0 GENERAL MOTORS CORP P 2021-03-10 2024-09-19 326215 325799 416 416 ALPHABET INC C P 2009-12-24 2024-09-19 524858 88583 436275 436275 META PLATFORMS INC P 2016-01-14 2024-09-19 279108 48892 230216 230216 WAL-MART STORES INC P 2017-06-22 2024-09-19 396968 127903 269065 269065 PEPSICO INC P 2006-07-12 2024-10-24 223399 80663 142736 142736 ESTEE LAUDER COMPANIES P 2020-11-12 2024-10-24 83678 236159 -152481 -152481 ABBVIE 11/21/2024 2.6% P 2021-07-26 2024-11-21 250000 250000 0 0 SPLUNK CLASS ACTION PROCEEDS P 2024-09-11 495 495 495 MCKESSON CLASS ACTION PROCEEDS P 2024-12-18 2010 2010 2010 1345763 24721 0 24721 0 24721 25930 0 0 0 25930 0 1209 1209 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A KARIN WILKS 6172241900 265 FRANKLIN ST 2001 BOSTON MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHRISTOPHER T BARROW 1855 BAY ROAD 202D VERO BEACH FL 329634312 TRUSTEE 4.00 15000 0 0 KARIN WILKS 40 CHERRY STREET WEST NEWBURY MA 01985 TRUSTEE 5.00 15000 0 0 KAY HOWE 2789 LAKE BALDWIN LANE APT D404 ORLANDO FL 32814 TRUSTEE 7.50 15000 0 0 DAVID HUNTRESS 32 HELENS WAY BRUNSWICK ME 04011 TRUSTEE 5.00 15000 0 0 NORMAN WILKS 40 CHERRY STREET WEST NEWBURY MA 01985 TRUSTEE 5.00 15000 0 0 HANNAH BESANCENEY 4500 NEW BROAD ST ORLANDO FL 32814 TRUSTEE 5.00 15000 0 0 NONE 0 NONE 0 THE EDWARD S & WINIFRED G MOSELEY FOUNDATION WAS CREATED TO PROVIDE FINANCIAL SUPPORT TO CHARITABLE ORGANIZATIONS WHICH ARE ENTITLED TO EXEMPTION UNDER SECTION 501(C)(3) OF THE IRS CODE OF 1986. THE FOUNDATION FURTHER LIMITS ITS SUPPORT TO ORGANIZATIONS WHICH FOSTER THE HEALTH, EDUCATION, SAFETY OR WELFARE OF CHILDREN, WITH PARTICULAR ATTENTION TO (BUT NOT LIMITED TO) ORGANIZATIONS, ORGANIZED AND OPERATING WITHIN THE GREATER BOSTON AREA. THE TRUSTEES FOCUS ON ORGANIZATIONS THAT SUPPORT FAMILIES AS WELL AS CHILDREN. 0 0 30450111 1628223 0 32078334 0 0 32078334 481175 31597159 1579858 1579858 24721 24721 1555137 0 1555137 0 1555137 1707385 0 1707385 1555137 0 0 1472 1472 1707385 0 0 0 1555137 152248 0 0 153720 0 0 0 0 0 0 0 153720 1472 152248 X AARONS PRESENTS INC 180 MAIN ST ANDOVER MA 018104166 NONE 501(C)(3) MORE AARON'S PRESENTS YOUTH IN LAWRENCE 10000 BEVERLY CHILDREN'S LEARNING CENTER 55O CABOT ST BEVERLY MA 01915 NONE 501(C)(3) GENERAL OPERATIONS 20000 BEYOND SOCCER 280 MERRIMACK STREET SUITE 311 LAWRENCE MA 01843 NONE 501(C)(3) BEYOND SOCCER: FIELDING THE FUTURE, & GOING "BEYOND" FOR LAWRENCE YOUTH 30000 BISHOP FENWICK HIGH SCHOOL 99 MARGIN ST PEABODY MA 01960 NONE 501(C)(3) SCHOOL SECURITY 5000 BOYS AND GIRLS CLUB OF HAVERHILL 55 EMERSON STREET HAVERHILL MA 01830 NONE 501(C)(3) CAMP TASKER TRANSPORTATION 25000 BOYS AND GIRLS CLUB OF LYNN 25 NORTH COMMON STREET LYNN MA 01902 NONE 501(C)(3) "PROJECT LEARN" PROGRAM 55000 CITIZENS INN 81 MAIN ST PEABODY MA 01960 NONE 501(C)(3) CITIZENS INN SECURITY SYSTEM 15000 COMMUNITY SERVICE OF NEWBURYPORT 35 SUMMER ST PO BOX 843 NEWBURYPORT MA 01950 NONE 501(C)(3) ASSISTING FAMILIES WITH TRANSPORTATION NEEDS 10000 ESPERANZA ACADEMY 198 GARDEN STREET LAWRENCE MA 01840 NONE 501(C)(3) ESPERANZA ACADEMT'S READY TO RISE CAMPAIGN 250000 ESSEX ART CENTER 56 ISLAND ST LAWRENCE MA 018401889 NONE 501(C)(3) BUILDING CREATIVELY 25000 ESSEX COUNTY COMMUNITY FOUNDATION 500 CUMMINGS CENTER 5450 BEVERLY MA 01915 NONE 501(C)(3) GREATER LAWRENCE SUMMER FUND 15000 FAMILY SERVICES OF THE MERRIMACK VALLEY 430 NORTH CANAL STREET LAWRENCE MA 01840 NONE 501(C)(3) YOUTH DEVELOPMENT PROGRAM & BROTHERS IN ARMS MEN'S SUPPORT CIRCLE 30000 FIREHOUSE CENTER FOR THE ARTS 1 MARKET SQUARE NEWBURYPORT MA 01950 NONE 501(C)(3) YOUTH EDUCATION PROGRAMMING 30000 FIRST PARISH NEWBURY FOOD PANTRY 20 HIGH RD NEWBURY MA 01951 NONE 501(C)(3) SCHOOL FOOD PANTRY PROGRAM 35000 GOVERNOR'S ACADEMY 1 ELM STREET BYFIELD MA 01922 NONE 501(C)(3) GOVS PLUS PROGRAM 25000 GROUNDWORK LAWRENCE 50 ISLAND ST 101 LAWRENCE MA 01840 NONE 501(C)(3) YOUTH DEVELOPMENT PROGRAM 20000 HAWC - HEALING ABUSE WORKING FOR CHANGE INC 27 CONGRESS STREET SUITE 201 SALEM MA 01970 NONE 501(C)(3) HAWC CHILDREN'S SERVICES 45000 JEANNE GEIGER CRISIS CENTER TWO HARRIS STREET NEWBURYPORT MA 01950 NONE 501(C)(3) COMMUNITY BASED SURVIVOR SERVICES AND YOUTH PREVENTION 60000 LA VIDA INC 120 MUNROE STREET LYNN MA 01901 NONE 501(C)(3) EXPANDING COLLEGE ACCESS IN LYNN AND CHELSEA 10000 LAZARUS HOUSE 412 HAMPSHIRE ST LAWRENCE MA 01841 NONE 501(C)(3) FOOD, SHELTER AND CLOTHING FOR RESIDENTS IN NEEDGENERAL OPERATING FUNDING 25000 LEAP FOR EDUCATION 35 CONGRESS ST 102 SALEM MA 01970 NONE 501(C)(3) FOCUSING ACADEMICS ON CAREER GOALS 15000 MA COALITION FOR THE HOMELESS 73 BUFFUM ST LYNN MA 01902 NONE 501(C)(3) THE CASA PROJECT-BIRTH TO BIG KID INITIATIVE 10000 MAINE COAST HERITAGE TRUST 1 BOWDOIN MILL ISLAND SUITE 201 TOPSHAM ME 04086 NONE 501(C)(3) GENERAL PURPOSE 75000 MERROHAWKE NATURE SCHOOL 55 TOWNE ROAD BOXFORD MA 01921 NONE 501(C)(3) SCHOLARSHIP SUPPORT FOR YOUTH TO GROW STRONG BY NATURE 7500 NOTRE DAME CRISTO REY HIGH SCHOOL 203 LAWRENCE STREET METHUEN MA 01844 NONE 501(C)(3) NDCR'S COLLEGE AND ALUMNI COUNSELING PROGRAM 35000 NOURISHING THE NORTH SHORE 13 MARKET STREET NEWBURYPORT MA 01950 NONE 501(C)(3) LOCAL FOOD FOR ALL-VEGOUT AND FARM SHARE PROGRAMS 10000 OUR NEIGHBORS' TABLE 194 MAIN STREET AMESBURY MA 01913 NONE 501(C)(3) CREATING UNIVERSAL FOOD ACCESS IN ESSEX COUNTY 50000 PATHWAYS FOR CHILDREN 29 EMERSON AVENUE GLOUCESTER MA 01930 NONE 501(C)(3) NURTURING PROGRAM 10000 PLUMMER YOUTH PROMISE INC 37 WINTER ISLAND RD SALEM MA 019705715 NONE 501(C)(3) PERMANENCY SERVICES FOR YOUTH IN FOSTER CARE 20000 RAW ART WORKS 37 CENTRAL SQUARE LYNN MA 01901 NONE 501(C)(3) GENERAL OPERATING 10000 ROOT 35 CONGRESS ST SUITE 2350 BLDG 2 SALEM MA 01970 NONE 501(C)(3) CULINARY TRAINING AND ALUMNI EMPLOYMENT PROGRAMS 15000 STRAIGHT AHEAD MINISTRIES 791 MAIN STREET WORCESTER MA 01610 NONE 501(C)(3) NORTHEASTERN MASSACHUSETTS RE-ENTRY PROGRAM 15000 THE PETTENGILL HOUSE INC 21 WATER STREET AMESBURY MA 01913 NONE 501(C)(3) CRITICAL INTERVENTIONS AND WRAPAROUND SUPPORTS FOR CHILDREN AND FAMILIES 25000 UTEC 15 WARREN STREET 3 LOWELL MA 01852 NONE 501(C)(3) JOB TRAINING, EDUCATION AND PERSONAL DEVELOPMENT FOR YOUNG ADULTS 35000 WELLSPRING HOUSE 302 ESSEX AVENUE GLOUCESTER MA 01930 NONE 501(C)(3) CAREER PATHWAYS PROGRAM AT GLOUCESTER HIGH SCHOOL & EXPANDING WELLSPRING'S DEMONSTRATED MODEL OF EDUCATIONAL AND CAREER ADVISING FOR HIGH SCHOOL SENIORS 30000 YOUTH DEVELOPMENT ORGANIZATION INC 15 UNION STREET 563 LAWRENCE MA 01840 NONE 501(C)(3) YDO PROGRAMS: LEARNING AND LEADERSHIP FOR LAWRENCE YOUTH & YEAR-ROUND LEARNING & LEADERSHIP FOR LAWRENCE YOUTH 105000 BELLESINI ACADEMY 94 BRADFORD STREET LAWRENCE MA 01840 NONE 501(C)(3) STUDENT SPONSORSHIP 30000 BOYS & GIRLS CLUB OF GREATER LOWELL 657 MIDDLESEX STREET LOWELL MA 01851 NONE 501(C)(3) MEMBERSHIP & FAMILY SERVICES 30000 GIFFORD YOUTH ACHIEVEMENT CENTER 4875 43RD AVE VERO BEACH FL 32967 NONE 501(C)(3) YOUTH EMPLOYABILITY PROGRAM 20000 SUENOS BASKETBALL 2 LINDEN STREET LAWRENCE MA 01841 NONE 501(C)(3) MORE THAN BASKETBALL & SUENOS BASKETBALL: BACK TO BASICS 25000 THE RESOLUTION CENTER 100 CUMMINGS CENTER 307J BEVERLY MA 01915 NONE 501(C)(3) POSITIVE YOUTH DEVELOPMENT AND CONFLICT SKILLS PROGRAM & YOUTH DEVELOPMENT 40000 YWCA NEWBURYPORT 13 MARKET STREET NEWBURYPORT MA 01950 NONE 501(C)(3) YWCA CHILDREN'S CENTER - SLIDING FEE PROGRAM 20000 KINGSLEY PINES 51 COUGHLAN COVE RD RAYMOND ME 04071 NONE 501(C)(3) ASPIRATIONS FUND OF KINGSLEY PINES CAMP 13500 BOYS & GIRLS CLUB OF LOWER MERRIMACK VALLEY 18 MAPLE STREET SALISBURY MA 01952 NONE 501(C)(3) AFTER SCHOOL ENRICHMENT PROGRAMS & SCHOLARSHIP PROGRAMS 65000 GLOUCESTER MARINE GENOMICS INSTITUTE 417 MAIN STREET GLOUCESTER MA 01930 NONE 501(C)(3) GLOUCESTER BIOTECHNOLOGY ACADEMY 15000 OASIS HEALTH NETWORK 331 MAINE STREET SUITE 4 BRUNSWICK ME 04011 NONE 501(C)(3) INCREASING MEDICAL AND DENTAL CARE ACCESS FOR UNINSURED ADULTS IN MIDCOAST MAINE 25000 THE HAVEN PROJECT 57 MUNROE STREET LYNN MA 01901 NONE 501(C)(3) PROVIDING PATHWAYS, SUPPORT AND STABILITY FOR YOUNG ADULTS EXPERIENCING HOMELESSNESS 20000 COLLIER COMMUNITY FOUNDATION 1110 PINE RIDGE RD STE 200 NAPLES FL 34108 NONE 501(C)(3) ASPIRATIONS FIND SCHOLARSHIP PROGRAM 14850 FOSTERING HOPE NEW ENGLAND INC 14 IMPERIAL PL 202 PROVIDENCE RI 02903 NONE 501(C)(3) SIBLING TIES EVENT IN PARTNERSHIP WITH GREATER HAVERHILL DEPARTMENT OF CHILDREN AND FAMILIES 7000 GIRLS INC OF GREATER LOWELL 220 WORTHEN STREET LOWELL MA 01852 NONE 501(C)(3) GIRLS INC. OF GREATER LOWELL AFTER-SCHOOL PROGRAM 5000 MERRIMACK VALLEY DREAM CENTER INC 60 ISLAND STREET LAWRENCE MA 01840 NONE 501(C)(3) MINIMIZING HUNGER & FOOD INSECURITY IN LAWRENCE 7500 UNCOMMON THREADS 60 ISLAND STREET SUITE 150 LAWRENCE MA 01840 NONE 501(C)(3) UNCOMMON THREADS CLOTHING AND EMPOWERMENT SERVICES 10000 COMMUNITY ACTION INC 3 WASHINGTON SQUARE HAVERHILL MA 01830 NONE 501(C)(3) LOW INCOME SUPPORT SERVICES 30000 1585350 0 14 573798 14 1345763 0 1919561 0 1919561 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 9500 6365 3135 AMAZON.COM INC 4.55% 248080 253387 APPLE INC 4.3% 250847 250464 CVS HEALTH CORP 2.875% 254280 245969 EVERSOURCE ENERGY 5.45% 252446 256436 JOHN DEERE CAP CORP 5.05% 252117 251275 JPMORGAN CHASE & CO 3.2% 254725 247404 LOWES COS INC 4.4% 253442 254869 MERCK & CO INC 4.5% 251833 248974 META PLATFORMS INC 4.8% 252455 257612 OMNICOM GROUP INC 3.6% 255922 248358 PROCTER & GAMBLE CO 2.8% 273128 259842 QUALCOMM INC 3.25% 259557 246913 TORONTO-DOMINION BANK 5.523% 251575 259377 BROADCOM INC 4.75% 04/15/29 247937 252741 FISERV, INC 5.35% 03/15/31 257072 258706 ROPER TECHNOLOGIES 4.75% 02/15/32 251141 250671 COCA-COLA CO 4.65% 08/14/34 245650 251382 ABBOTT LABORATORIES 106960 680050 ADIDAS AG-SPONSORED ADR 280748 187232 ADVANCED MICRO DEVICES INC 389854 666930 AIRBNB INC 208081 234904 ALCON INC 228009 273668 ALPHABET INC CL A(GOOGLE INC-CL C) 175958 1560855 AMAZON COM INC 553360 1151798 APPLE INC 65289 1415673 ASML HOLDING NV 221003 280487 AUTODESK INC 253043 309570 BANK OF AMERICA 293606 828100 BECTON DICKINSON & CO 124363 258375 BOSTON SCIENTIFIC CORP 193049 751870 CME GROUP INC 284456 358306 COLGATE PALMOLIVE CO 241006 318150 DEERE & CO 35013 240007 DIAGEO PLC ADR 140154 203495 ECOLAB INC 235987 323328 ESSILOR INTERNATIONAL-ADR 233869 384272 GE HEALTHCARE TECHNOLOGIES INC 220676 237024 GOLDMAN SACHS GROUP INC 245622 1061625 HOME DEPOT INC 84545 273513 HONEYWELL INTERNATIONAL INC 371680 430828 INTUIT INC 172656 354434 JOHNSON & JOHNSON 466570 458250 LONZA GROUP AG-ADR 209772 235488 MARSH & MCLENNAN COS INC 258484 355290 MCDONALDS CORP 54942 277561 MEDTRONIC PLC 354647 372652 MERCK & CO INC 331106 435380 META PLATFORMS INC 140896 1061373 MICROSOFT CORP 664526 2099070 NESTLE SA SPONSORED ADR 373941 347620 NIKE INC-B 354093 219656 NINTENDO CO 251907 451552 NOVO NORDISK 347159 271318 NVIDIA CORP 94872 1197564 OTIS WORLDWIDE CORP 169373 381227 RTX CORP(RAYTHEON TECHNOLOGIES CORP) 308304 798729 ROSS STORES INC 232882 255160 TERADYNE INC 160596 269760 VISA INC - CLASS A 540211 994140 WAL-MART STORES INC 243649 946413 WASTE MGMT INC 454903 686460 XYLEM INC 169824 310464 ZOETIS INC 206476 218330 ROCHE HLDG LTD 247158 254913 SCHNEIDER ELEC SA 412672 443961 UNILEVER PLC 500885 475107 0 0 519933 501245 ADR FEES 1446 1446 0 INVESTMENT MGMT FEE 129175 86547 42628 CUSTODIAL FEES 4316 4316 0 ONLINE GRANT SERVICE FEE 15448 0 15448 FOREIGN TAXES WITHHELD 12016 12016 0 EXCISE TAX 13466 0 0