2025-06-03T09:44:38-07:00 2024-12-31 043395785 ELLEN ROSE CPA 15 SOUTH MAIN STREET IPSWICH MA 01938 990PF 2024-01-01 043419612 IPSWICH FOUNDATION INC IPSW 9782230509 2 HERRING WAY IPSWICH MA 01938 PATRICIA SMITH TREASURER 9782230509 2025-06-03 true true ELLEN ROSE CPA P00651089 9783561008 2025-06-03 X 2024 2025-03-06 01:10:19Z X 148369 X X 5029 5029 11842 0 0 5029 16871 0 560 560 1724 1724 0 0 66 66 2350 1724 626 10000 10000 12350 1724 10626 -7321 15147 46253 15982 15982 0 0 14467 14722 61766 81842 117665 0 0 0 0 0 0 108019 112291 148369 0 0 0 0 0 X 108019 112291 108019 112291 108019 112291 108019 -7321 11842 112540 249 112291 30 SH KIMBERLY CLARK CORP P 2021-06-24 2024-02-08 3611 0 3918 -307 0 0 0 -307 200 SH CISCO P 2016-09-26 2024-08-12 9460 0 6213 3247 0 0 0 3247 25 SH MICROSOFT P 2016-09-26 2024-03-22 10715 0 1426 9289 0 0 0 9289 200 SH PFIZER P 2006-01-01 2024-11-06 5504 0 5378 126 0 0 0 126 50 SH VERIZON P 2016-01-17 2024-03-22 2008 0 2521 -513 0 0 0 -513 11842 211 0 211 0 211 300 300 -300 89 89 false false false false false false false false true true false false false false true N/A PATRICIA SMITH 9783563068 2 HERRING WAY IPSWICH MA 01938 false false false false false false false false false false false false false false false false false false false false SOPHIA FOWLER 2 HERRING WAY IPSWICH MA 01938 PRESIDENT 1.00 0 0 0 PATRICIA SMITH 73 NORTH RIDGE RD IPSWICH MA 01938 TREASURER 1.00 0 0 0 DIANA KING 80 CENTRAL PARK W NEW YORK NY 10023 SECRETARY 0.00 0 0 0 SOPHIA FOWLER 2 HERRING WAY IPSWICH MA 01938 RESIDENT AGENT 0.00 0 0 0 NONE 0 NONE 0 LAW/STROUD FOUNDATION: FUNDS TO PROVIDE ASSISTANCE TO OLDER CITIZENS TO ALLOW THEM TO REMAIN AT HOME WITH APPROPRIATE SERVICES PROVIDE TO THEM 2500 FIRST CHURCH, IPSWICH, MA; PROVIDED SUPPORT FOR ONGOING RELIGIOUS EXPENSES 1000 ASSUMPTION OF THE VIRGIN MARY, IPSWICH, MA; PROVIDED DONATION TO FURTHER MISSION OF RELIGIOUS SUPPORT 1000 ST JUDES RESEARCH HOSPITAL: FUNDS PROVIDED FOR MEDICAL PURPOSES TO PEDIATRIC PATIENTS WITH SERIOUS ILLNESSES 2500 0 0 0 0 0 0 0 0 0 0 211 211 0 0 0 10626 10626 0 12512 9562 9552 16557 11125 59308 10626 0 10626 69934 0 0 0 0 12512 57422 9562 9552 16557 11125 10626 X ASSUMPTION OF THE VIRGIN MARY 8 LAFAYETTE RD IPSWICH MA 01938 PUBLIC RELIGIOUS 1000 ST JUDE'S RESEARCH HOSPITAL 262 DANNY THOMAS PL MEMPHIS TN 38105 PUBLIC MEDICAL 2500 FIRST CHURCH MEETING HOUSE GREEN IPSWICH MA 01938 PRIVATE RELIGIOUS 1000 LAWSTROUD FOUNDATION P O BOX 769 ROCKPORT MA 01966 PRIVATE MEDICAL/SOCIAL 2500 NATIONAL WORLD WAR II MUSEUM 945 MAGAZINE ST NEW ORLEANS LA 70130 PUBLIC HISTORICAL 1000 ANNUNCIATION GREEK CHURCH 93 LOCUST ST DOVER NH 03820 PRIVATE RELIGIOUS 1000 SALVATION ARMY P O BOX 55876 BOSTON MA 02205 PUBLIC RELIGIOUS & COMMUNITY SERVICE 1000 10000 14 5029 5029 5029 false false false false false false false false false false ELLEN ROSE, CPA TAX PREPARATION 560 560 200 SH ESSENTIAL UTILITIES 6318 7264 100 SH BRISTOL MYERS SQUIBB 5549 5656 65 SH DUKE ENERGY CORP 5037 7003 39 SH JOHNSON & JOHNSON 4609 5640 71 SH MERCK & CO 4190 7063 60 SH MICROSOFT CORP 3423 25290 200 SH VERIZON COMMUNICATIONS 8523 7998 50 SH CHEVRON 4236 7242 68 SH ISHARES CORE S&P SMALL CAP ETF 6427 7835 300 SH A T &T 5216 6831 100 SH NEXTERA ENERGY 6275 7169 148.68 SH ULTIMUS MANAGERS TR 4707 4707 60 SH ISHARES S&P 500 3837 3739 200 SH TRUIST FINANCIAL CORP 7527 8676 283.83 SH GOLDMAN SACHS OPPOR 5968 5552 14467 14722 FEDERAL TAX PAID 249 FEES 50 50 SUPPLIES 16 16 REALIZED CAPITAL GAIN INCOME 11842 DOMINELLO INVESTMENTS INVESTMENT ADVISORY 1724 1724