2025-04-15T12:52:06-05:00 2024-12-31 141918990 TEMPLETON & COMPANY LLP 222 LAKEVIEW AVENUE SUITE 1200 WEST PALM BEACH FL 33401 990PF 2024-01-01 203294470 THE W BRADFORD INGALLS CHARITABLE FOUNDATION WBRA 5617621173 195 PERSHING WAY WEST PALM BEACH FL 33401 RAYMOND M MASCIARELLA II TRUSTEE 5616274448 2025-04-15 1 1 RICHARD JUBACK P00630706 5617989988 2024 2025-03-06 01:10:19Z X 15834837 X X 30541 21370 246075 109234 88574 88574 88574 713909 1402813 713909 44508 44508 1123607 977595 56000 28000 28000 6239 0 6239 240786 0 240786 8585 0 8585 5242 0 5242 316852 28000 288852 380400 380400 697252 28000 669252 426355 949595 1 1 119251 181785 181785 415444 420509 1133957 11417835 11776590 14519094 11952530 12378885 15834837 0 0 X 11952530 12378885 11952530 12378885 11952530 12378885 11952530 426355 0 12378885 0 12378885 WF #9510 ST 2024-12-31 5015 5149 -134 -134 WF #9510 LT 2024-12-31 592120 378815 213305 213305 FIDELITY #6847 ST 2024-12-31 104102 106178 -2076 -2076 FIDELITY #6847 LT 2024-12-31 467937 195899 272038 272038 FIDELITY #6847 LT 2024-12-31 39933 2863 37070 37070 FIDELITY #6847 K-1 2024-12-31 0 0 CAPITAL GAINS DIVIDENDS P 193706 193706 193706 713909 13199 0 13199 0 13199 9200 0 0 0 9200 X 0 3999 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A RAYMOND M MASCIARELLA II 5617621173 195 PERSHING WAY WEST PALM BEACH FL 33401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOAN D INGALLS PO BOX 146 MARBLEHEAD MA 01945 TRUSTEE 7.00 16000 0 0 RAYMOND M MASCIARELLA II 195 PERSHING WAY WEST PALM BEACH FL 33401 TRUSTEE 12.00 16000 0 0 KAREN R MASCIARELLA 195 PERSHING WAY WEST PALM BEACH FL 33401 TRUSTEE 8.00 16000 0 0 RAYMOND M MASCIARELLA III 195 PERSHING WAY WEST PALM BEACH FL 33401 DIRECTOR OF GIFT-GIVING 3.00 8000 0 0 NONE 0 RAYMOND M MASCIARELLA II PA 195 PERSHING WAY WEST PALM BEACH FL 33401 NON-LEGAL PROFESSIONAL SERVICES 153020 WELLS FARGO# 9510 5355 TOWN CENTER ROAD BOCA RATON FL 33486 INVESTMENT MANAGEMENT 92336 0 0 15051817 213536 0 15265353 0 0 15265353 228980 15036373 751819 751819 13199 13199 738620 0 738620 0 738620 669252 0 669252 738620 376551 0 0 669252 376551 0 0 292701 0 0 0 0 0 0 0 0 445919 0 0 0 RAYMOND M MASCIARELLA II 195 PERSHING WAY WEST PALM BEACH FL 33401 5617621173 N/A MARCH 1 N/A ABBOT PUBLIC LIBRAY FOUNDATION POB 1409 MARBLEHEAD MA 01945 NONE PUBLIC CHARITY CONTRIBUTION 2500 AMERICAN HEART ASSO 230 CENTREPARK WESR DRIVE WEST PALM BEACH FL 33409 NONE PUBLIC CHARITY CONTRIBUTION 25000 BOSTON UNIVERSITY JP MORGAN NEW YORK NY 10087 NONE PUBLIC CHARITY CONTRIBUTION 7000 CHASING A DREAM FOUNDATION 3900 E INDIANTOWN RD JUPITER FL 33477 NONE PUBLIC CHARITY CONTRIBUTION 15000 CLINICS CAN HELP 2560 WESTGATE AVE WEST PALM BEACH FL 33409 NONE PUBLIC CHARITY CONTRIBUTION 5000 DRESS FOR SUCCESS PB 2459 S CONGRESS AVE 204 PALM SPRINGS FL 33406 NONE PUBLIC CHARITY CONTRIBUTION 40000 EDITH DODGE MEMORIAL FUND C/O NATIONAL GRAND BANK 91 PLEASANT ST MARBLEHEAD MA 01945 NONE PUBLIC CHARITY CONTRIBUTION 500 EMMAUS HOUSE 18 EAST ABERCORN ST SAVANNAH GA 31401 NONE PUBLIC CHARITY CONTRIBUTION 2000 FLORIDA ATLANTIC UNIVERSITY 5353 PARKSIDE DRIVE JUPITER FL 33458 NONE PUBLIC CHARITY CONTRIBUTION 6000 FRIENDS OF BELLE ISLE MARSCH PO BOX 575 BOSTON MA 02128 NONE PUBLIC CHARITY CONTRIBUTION 2000 GENESIS ASSISTANT DOGS INC PO BOX 3101 WEST PALM BEACH FL 33402 NONE PUBLIC CHARITY CONTRIBUTION 5000 HISTORIC SAVANNAH FOUNDATION 321 E YORK ST SAVANNAH GA 31401 NONE PUBLIC CHARITY CONTRIBUTION 7500 HYAS INSPIRES INC 601 LAUREL WAY NORTH LAUDERDALE FL 33068 NONE PUBLIC CHARITY CONTRIBUTION 5000 IN JACOB'S SHOES 1809 S POWERLINE RD UNIT 111 DEERFIELD BEACH FL 33442 NONE PUBLIC CHARITY CONTRIBUTION 3000 IRONSTONE FARMS 450 LOWELL STREET ANDOVER MA 01810 NONE PUBLIC CHARITY CONTRIBUTION 8000 JUPITER MEDICAL CENTER 212 SOUTH OLD DIXIE HIGHWAY JUPITER FL 33458 NONE PUBLIC CHARITY CONTRIBUTION 15000 KIDS CANCER FOUNDATION 246 ROYAL PALM BLVD ROYAL PALM BEACH FL 33411 NONE PUBLIC CHARITY CONTRIBUTION 4000 LOGGERHEAD MARINE LIFE LOGGERHEAD PARK 14200 US HIGHWAY 1 JUNO BEACH FL 33408 NONE PUBLIC CHARITY CONTRIBUTION 100000 MOVIES MAKING A DIFFERENCE 919 35TH ST WEST PALM BEACH FL 33407 NONE PUBLIC CHARITY CONTRIBUTION 5000 PALM BEACH COUNTY YOUTH FOOTBALL LEAGUE PO BOX 20216 WEST PALM BEACH FL 33416 NONE PUBLIC CHARITY CONTRIBUTION 20000 PAWS 4 LIBERTY 8939 PALOMINO DR LAKE WORTH FL 33467 NONE PUBLIC CHARITY CONTRIBUTION 3000 PEABODY ESSEX MUSEUM EAST INDIA SQUARE SALEM MA 01970 NONE PUBLIC CHARITY CONTRIBUTION 12000 PRAGER UNIVERSITY FOUNDATION 15021 VENTURA BLVD 552 SHERMAN OAKS CA 91403 NONE PUBLIC CHARITY CONTRIBUTION 8000 QUANTUM HOUSE 987 45TH ST WEST PALM BEACH FL 33401 NONE PUBLIC CHARITY CONTRIBUTION 5000 SALEM JAZZ SOUL FESTIVAL PO BOX 4511 SALEM MA 01970 NONE PUBLIC CHARITY CONTRIBUTION 8000 SALEM HOSPITAL 81 HIGHLAND AVE SALEM MA 01970 NONE PUBLIC CHARITY CONTRIBUTION 15000 SAVANNAH WILDLIFE RESCUE CENTER 2213 ROWLAND AVE SUITE C SAVANNAH GA 31404 NONE PUBLIC CHARITY CONTRIBUTION 5000 SAVE A TEEN 1801 NORTH FLAGLER DRIVE 311 WEST PALM BEACH FL 33407 NONE PUBLIC CHARITY CONTRIBUTION 7000 SOMERVILLE HOMELESS COALITION 1 DAVIS SQUARE SOMERVILLE MA 02144 NONE PUBLIC CHARITY CONTRIBUTION 15400 ST JOHN PAUL II ACADEMY 4001 N MILITARY TRAIL BOCA RATON FL 33431 NONE PUBLIC CHARITY CONTRIBUTION 2500 ST JOHN'S PREPARATORY SCHOOL 72 SPRING STREET DANVERS MA 01923 NONE PUBLIC CHARITY CONTRIBUTION 5000 THE HON ORDER OF KENTUCKY COLONELS 943 S 1ST ST LOUISVILLE KY 40203 NONE PUBLIC CHARITY CONTRIBUTION 5000 USS CONSTITUTION PO BOX 291812 BOSTON MA 02129 NONE PUBLIC CHARITY CONTRIBUTION 9000 WOUNDED VETS RELIEF FUND 300 PROSPERITY FARMS RD NORTH PALM BEACH FL 33408 NONE PUBLIC CHARITY CONTRIBUTION 3000 380400 0 14 30541 14 246075 16 88574 14 44508 18 713909 0 1123607 0 1123607 0 0 0 0 0 0 0 0 0 0 ACCOUNTANT FEES 6239 0 6239 CORPORATE STOCKS 420509 1133957 MUTUAL FUNDS AT COST 5542193 5955508 VARIABLE ANNUITY AT COST 560000 359267 OTHER & EFT'S AT COST 5674397 8204319 MISCELANEOUS EXPENSES 4992 0 4992 STATE TAX 250 0 250 JACKSON NATIONAL INSURANCE 44508 44508 44508 INVESTMENTS FEES 103766 0 103766 GRANT MAKING FEES 40000 0 40000 MANAGEMENT FEES 97020 0 97020 FOREIGN TAXES PAID FROM 1099 314 0 314 INCOME TAXES 8271 0 8271