2025-03-04T15:41:42-06:00 2024-12-31 050409384 KAHN LITWIN RENZA & CO LTD 300 BRICKSTONE SQUARE 1001 ANDOVER MA 01810 990PF 2024-01-01 042136910 JOSEPHINE G RUSSELL TRUST C/O MARSHA E RICH ESQ JOSE 9786870156 9 BARTLET STREET 343 ANDOVER MA 01810 MARSHA E RICH ESQ TRUSTEE 9786870156 2025-02-25 1 1 TRACY A DESCOTEAUX P00577006 9789702900 2025-02-25 2024 2025-03-06 01:10:19Z X 10085988 X X 60125 60125 314615 314615 163638 2796018 163638 538378 538378 37500 18750 18750 12245 6122 6123 24190 12095 12095 18984 9492 9492 10328 10328 0 5772 5772 0 780 390 390 78073 75279 2794 187872 138228 49644 469125 469125 656997 138228 518769 -118619 400150 216381 168021 168021 25346 0 17918 25346 25346 37666 103308 103323 8212409 7166293 8211524 655260 1558047 1577774 9139634 9021015 10085988 0 0 X 3379356 3042994 0 0 5760278 5978021 9139634 9021015 9139634 9021015 9139634 -118619 0 9021015 0 9021015 PUBLICALLY TRADED SECURITIES P 762419 704488 57931 57931 PUBLICALLY TRADED SECURITIES P 2033599 1927892 105707 105707 163638 5562 0 5562 0 5562 4280 0 0 0 4280 1 1283 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A MARSHA E RICH ESQ 9786870156 9 BARTLET STREET 343 ANDOVER MA 01810 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARSHA E RICH ESQ 9 BARTLET STREET 343 ANDOVER MA 01810 TRUSTEE 10.00 7500 0 0 EILEEN M KHOURY PO BOX 5627 SALISBURY MA 01952 TRUSTEE 10.00 7500 0 0 JOHN T POLLANOESQ 280B MERRIMACK STREET METHUEN MA 01844 TRUSTEE 10.00 7500 0 0 REV CHRISTOPHER CASEY 22 PLYMOUTH STREET METHUEN MA 01844 TRUSTEE 10.00 7500 0 0 MATTHEW A KRAUNELIS 61 COX LANE METHUEN MA 01844 TRUSTEE 10.00 7500 0 0 NONE 0 NONE 0 0 9702168 233065 0 9935233 0 0 9935233 149028 9786205 489310 489310 5562 5562 483748 0 483748 0 483748 518769 0 518769 483748 328617 0 0 518769 328617 0 0 190152 0 0 0 0 0 0 0 0 293596 0 0 0 TRUSTEES 9 BARTLET STREET SUITE 343 ANDOVER MA 01810 9786870156 REQUIRED CONTENTS: 1. STATEMENT OF ORGANIZATIONAL BACKGROUND, PURPOSE AND OBJECTIVE OF THE ORGANIZATION AND A LIST OF OFFICERS AND BOARD OF DIRECTORS (OR TRUSTEES). 2. EXPLANATION OF CURRENT FINANCIAL STATUS AND COPIES OF THE MOST RECENT FINANCIAL STATEMENTS, INCLUDING BALANCE SHEET AND INCOME AND EXPENSE STATEMENT. 3. DETAILED STATEMENT OF THE PROJECT OR PROGRAM FOR WHICH THE GRANT IS BEING SOUGHT. 4. STATEMENT OF SOURCES OF FINANCIAL SUPPORT, INCLUDING OTHER GRANTS OR EXPECTED GRANTS. 5. STATEMENT SHOWING THE DIRECT BENEFIT TO THE INDIGENT AGED PEOPLE OR TO THE DESERVING POOR OF THE CITY OF LAWRENCE. 6. COPY OF THE MOST RECENT TAX-EXEMPT STATUS LETTER FROM THE INTERNAL REVENUE SERVICE, EVIDENCING SECTION 501(C)(3) STATUS. 7. FEDERAL EMPLOYER IDENTIFICATION NUMBER. 8. MUST SPECIFY THE NUMBER OF LAWRENCE RESIDENTS WHO WILL BE SERVED BY THE GRANT. 9. ANY OTHER INFORMATION WHICH THE APPLICANT BELIEVES WILL BE HELPFUL TO THE TRUSTEES IN PROCESSING THE APPLICATION. JANUARY 31 FOR THE YEAR FOR WHICH THE GRANTS ARE REQUESTED. GRANT RECIPIENTS WILL BE REQUIRED TO SIGN A RECEIPT AND ASSENT IN THE FORM APPROVED BY THE TRUST. IN ADDITION, THE ORGANIZATION MUST CERTIFY TO THE TRUST THAT THE FUNDS HAVE BEEN EXPENDED FOR THE PURPOSES FOR WHICH THE GRANT WAS MADE AND DESCRIBE THE DISPOSITION OF THE FUNDS NO LATER THAN DECEMBER 31 OF THE YEAR IN WHICH THE GRANT WAS MADE. IF THE FUNDS HAVE NOT BEEN FULLY SPENT BY DECEMBER 31, THE ORGANIZATION MUST SEND A LETTER BY THAT DATE STATING HOW MUCH OF THE GRANT HAS BEEN SPENT AND THAT THE AMOUNT SPENT FOR THE PURPOSES FOR WHICH THE GRANT WAS MADE. FUTURE GRANT REQUESTS FROM ORGANIZATIONS WHICH DO NOT COMPLY WITH THIS REQUIREMENT WILL NOT BE CONSIDERED BY THE TRUSTEES. APPALACHIAN MOUNTAIN CLUB 5 JOY STREET BOSTON MA 02108 NONE CHARITY 10000 BEYOND SOCCER 280 MERRIMACK STREET LAWRENCE MA 01843 NONE CHARITY 5000 BLESSED STEPHEN BELLESINI OSA ACADEMY 94 BRADFORD STREET LAWRENCE MA 01840 NONE EDUCATION 12500 BOYS & GIRLS CLUB OF LAWRENCE 136 WATER STREET LAWRENCE MA 01841 NONE CHARITY 15000 BREAD & ROSES 56 NEWBURY STREET LAWRENCE MA 01840 NONE CHARITY 19000 BREAD & ROSES HERITAGE COMMITTEE 58 NEWBURY STREET LAWRENCE MA 01843 NONE CHARITY 2500 BREAD & ROSES HOUSING 58 NEWBURY STREET LAWRENCE MA 01843 NONE CHARITY 15000 BROOKS SCHOOL 1160 GREAT POND ROAD NORTH ANDOVER MA 01845 NONE EDUCATION 12000 CATIE'S CLOSET 19 SCHOOL STREET DRACUT MA 01826 NONE CHARITY 5000 CENTRAL CATHOLIC HIGH SCHOOL 300 HAMPSHIRE STREET LAWRENCE MA 01841 NONE EDUCATION 15000 COMMUNITIES TOGETHER INC 198 SOUTH BROADWAY LAWRENCE MA 01843 NONE CHARITY 9500 COMMUNITY GIVING TREE 572B MAIN STREET BOXFORD MA 01921 NONE CHARITY 7000 COMMUNITY IN ROADS 190 ACADEMY ROAD NORTH ANDOVER MA 01845 NONE CHARITY 7000 EASTER SEALS MASSACHUSETTS 484 MAIN STREET WORCESTER MA 01608 NONE CHARITY 5000 ESPERANZA ACADEMY 198 GARDEN STREET LAWRENCE MA 01840 NONE EDUCATION 10000 FAMILY SERVICE INC (ESTEEM) 430 NORTH CANAL STREET LAWRENCE MA 01840 NONE HEALTH 8000 FAMILY SERVICE INC (SAMARITANS) 430 NORTH CANAL STREET LAWRENCE MA 01840 NONE HEALTH 5000 FOOD FOR THE WORLD INC 516 ESSEX STREET LAWRENCE MA 01841 NONE CHARITY 25000 GREATER LAWRENCE COMMUNITY BOATING PROGRAM 1 EATON STREET LAWRENCE MA 01843 NONE CHARITY 20000 GREATER LAWRENCE FAMILY HEALTH CENTER 401 GRIFFIN BROOK DRIVE METHUEN MA 01844 NONE HEALTH 8000 GROUNDWORK LAWRENCE 60 ISLAND STREET LAWRENCE MA 01840 NONE CHARITY 20000 HILLSIDE CEMETRY ASSN 738 JOHN STARK HW SOUTH WEARE NH 03281 NONE CHARITY 25 LAWRENCE CATHOLIC ACADEMY 101 PARKER STREET LAWRENCE MA 01843 NONE EDUCATION 5000 LAWRENCE GENERAL HOSPITAL 1 GENERAL STREET LAWRENCE MA 01842 NONE HEALTH 40000 LAWRENCE HISTORY CENTER 6 ESSEX STREET LAWRENCE MA 01840 NONE EDUCATION 3000 LAWRENCE PROSPERA 417 CANAL STREET LAWRENCE MA 01840 NONE CHARITY 5000 LAZARUS HOUSE 48 HOLY STREET LAWRENCE MA 01841 NONE CHARITY 35000 MARY IMMACULATE HEALTHCARE SERVICES 172 LAWRENCE STREET LAWRENCE MA 01841 NONE HEALTH 7500 MERRIMACK VALLEY DREAM CENTER 60 ISLAND STREET LAWRENCE MA 01840 NONE CHARITY 2500 MERRIMACK VALLEY FOOD BANK INC 735 BROADWAY STREET LOWELL MA 01854 NONE CHARITY 10000 MERRIMACK VALLEY IMMIGRANT EDUCATION CENTER 439 S UNION STREET BLDG 2 BASEMENT LAWRENCE MA 01843 NONE CHARITY 5000 NEIGHBORS IN NEED 60 ISLAND STREET SUITE 214 LAWRENCE MA 01840 NONE CHARITY 20000 NOTRE DAME CRISTO REY HIGH SCHOOL 203 LAWRENCE STREET METHUEN MA 01844 NONE EDUCATION 25000 NOTRE DAME EDUCATION CENTER 354 MERRIMACK STREET UNIT 210 LAWRENCE MA 01843 NONE EDUCATION 10000 PARTNERS IN CHILD DEVELOPMENT 130 PARKER STREET LAWRENCE MA 01840 NONE EDUCATION 15000 PHILLIPS ACADEMY 7 CHAPEL AVE ANDOVER ME 01810 NONE EDUCATION 7500 PROJECT HOME AGAIN 123 TEWKSBURY STREET LAWRENCE MA 01810 NONE CHARITY 4500 ST GEORGE ANTIOCHIAN ORTHODOX CHURCH 8 LOWELL STREET LAWRENCE MA 01840 NONE CHARITY 8000 TEACH FOR AMERICA MASSACHUSETTS 60 CANAL STREET 5TH FLOOR BOSTON MA 02114 NONE EDUCATION 12000 THE JOEY FOURNIER FOUNDATION 45 CASTLEMERE PL NORTH ANDOVER MA 01845 NONE CHARITY 5000 TTES OF WEARE PUBLIC LIBRARY 10 PAIGE MEMORIAL HW WEARE NH 03281 NONE CHARITY 100 WINDRUSH FARM THERAPERTIC EQUITATION INC 30 BROOKVIEW ROAD BOXFORD MA 01921 NONE CHARITY 7500 YMCA MERRIMACK VALLEY 360 MERRIMACK STREET LAWRENCE MA 01843 NONE CHARITY 6000 469125 0 14 60125 14 314615 18 163638 0 538378 0 538378 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 18984 9492 9492 CORPORATE BONDS 1558047 1577774 CORPORATE STOCK 7166293 8211524 103308 103323 0 0 LEGAL FEES 24190 12095 12095 FILING FEES 2715 1357 1358 INVESTMENT FEES 73922 73922 0 OFFICE EXPENSE 791 0 791 POSTAGE 144 0 144 INSURANCE 141 0 141 PUBLICATIONS 360 0 360 FOREIGN TAXES IN DIVIDENDS 21 21 0 FEDERAL TAXES 5751 5751 0