2025-05-23T06:25:12-07:00 2024-12-31 043138148 Castro Thresher & Oliveira PC 1382 County St Attleboro MA 02703 990PF 2024-01-01 464102497 MAX AND MARION VOLTERRA CHARITABLE FOUNDATION INC MAXA 5082222332 95 MECHANIC ST 4 ATTLEBORO MA 02703 Hannah Francis President 2025-05-23 true true Michael Maloney CPA P00002519 5082223005 2024 2025-03-06 01:10:19Z X 734491 X X 17914 17914 17914 104236 945261 104236 19070 122150 122150 36984 4628 4628 338 4966 4628 0 29958 29958 34924 4628 29958 87226 117522 36984 79688 51412 51412 29973 29948 252050 283313 239951 240420 33689 414630 412711 648740 735966 734491 0 X 648740 735966 648740 735966 648740 735966 648740 87226 735966 735966 SALE OF SECURITIES P 2001-01-01 2024-12-31 586401 507081 79320 79320 RAYMOND JAMES ST P 2024-01-01 2024-12-31 209279 207427 1852 1852 RAYMOND JAMES LT P 2001-01-01 2024-12-31 149581 126517 23064 23064 104236 19070 1634 1634 1634 1400 1400 X 9 243 0 false false false false false false false false true true false false false false true N/A HANNAH FRANCIS 5082228456 297 BANK STREET ATTLEBORO MA 02703 false false false false false false false false false false false false false false false false false false false false false false MARION VOLTERRA 297 BANK STREET ATTLEBORO MA 02703 Treasurer 0.10 0 VIVIAN HUMPHREY 106 ROBERT STREET ATTLEBORO MA 02703 Director 0.00 0 KEVIN DUMAS 214 COUNTY STREET ATTLEBORO MA 02703 Director 0.00 0 CHARLES OLIVER 11 THAYER FARM ROAD ATTLEBORO MA 02703 Director 0.00 0 DENNIS BISIO 211 SOUTH WASHINGSTON STREET NORTH ATTLEBORO MA 02760 Director 0.00 0 JAMES CASTRO 1382 COUNTY STREET ATTLEBORO MA 02703 Director 0.00 0 Hannah Francis 297 BANK STREET ATTLEBORO MA 02703 President 0.00 0 NONE NONE PROVIDED GRANTS TO ATTLEBORO AREA NON PROFIT AGENCIES 0 674065 54597 0 728662 0 728662 10930 717732 35887 35887 1634 1634 34253 34253 34253 29958 29958 34253 14656 11470 26126 29958 0 29958 4295 4295 21831 0 21831 10361 11470 MARION VOLTERRA X ATTLEBORO ARTS MUSEUM 86 PARK STREET ATTLEBORO MA 02703 None PC Benevolence 2258 FRIENDS OF THE REVEREND LARSON SENI 27 S MAIN STREET ATTLEBORO MA 02703 None PC BENEVOLENCE 2500 ST VINCENT DE PAUL SOCIETY DISTRICT 71 LINDEN STREET ATTLEBORO MA 02703 PC BENEVOLENCE 7500 YMCA ATTLEBORO 63 NORTH MAIN STREET ATTLEBORO MA 02703 None PC BENEVOLENCE 6500 THE LITERACY CENTER 80 N Main St Attleboro MA 02703 None PC Benevolence 3200 ATTLEBORO INTERFAITH COLLABORATIVE 95 PINE ST 10 ATTLEBORO MA 02703 None PC BENEVOLENCE 5500 TRIBORO YOUTH THEATRE INC 52 UNION STREET ATTLEBORO MA 02703 None PC Benovlence 2500 29958 17914 104236 122150 122150 false false false false false false false false false false BANK OF NEW YORK 3.8500% DUE 04/28/2028 BERKSHIRE HATHAWAY 3.125%DUE 03/15/2026 DUKE ENERGY 3.2500% DUE 08/15/2025 DUKE ENERGY 3.8000% DUE 07/15/2028 ENTERGY AR 3.5000% DUE 04/01/2026 FEDERAL HOME LOAN 3.0000% DUE 12/29/2023 GULF POWER COMPANY 3.3000% DUE 05/30/202 CHARLES SCHWAB 3.2500% DUE 05/22/2029 SOUTHERN CA GAS 3.1500% DUE 09/15/202 STATE STREET 3.5500% DUE 08/18/2025 STATOIL ASA NTS 3.2500% DUE 11/10/2024 SUNTRUST BANK MTN 4.0500% DUE 11/03/2025 TOYOTA MOTOR CREDIT 3.0500% DUE 03/22/20 WESTPAC BANKING 3.3500% DUE 03/08/2027 PUBLIC SERVICE ELEC & GAS 3.05% 5/29 JOHN DEERE CAPITAL 4.8% 1-9-26 25067 25066 FIRSTIER BANK 50000 50004 PREFERRED BANK 4.1% 03-27-26 39940 39999 BANK OF AMERICA 4.85% 03-30-26 24944 25214 TRADITION CAPITAL 4.1% 06-18-26 50000 50028 INTERNTNL BANK 4.05% 11-27-26 50000 50109 29973 29948 ISHARES TR CORE MAXI Wdw AT COST ISHARES TR RUSSELL 2000 ETF AT COST AVANTIS US SMALL CAP AT COST 42254 39368 INVESCO AI AD NEXT GEN AT COST 28647 27590 INVESCO RAFI STRATEGIC AT COST 41984 40440 INVESCO S P 500 REVENUE AT COST 41995 40292 ISHARES CORE S&P US AT COST 38653 40688 ISHARES CORE S&P 500 AT COST 98096 100600 ISHARES EXPANDED TECH AT COST 55479 56892 VANGUARD RUSSELL 1000 AT COST 57527 56888 TRUIST BANK 4.05% 11-3-25 AT COST 9995 9953 investment fees 1690 1690 0 0 INVESTMENT FEES 2938 2938 0 0 IRS 338