2025-07-10T09:38:35-05:00 2025-04-30 471028363 TREEFUL DAMASO ANICETO INC 85 WEST STREET STE F-302 WALPOLE MA 02081 990PF 2024-05-01 042103755 CHARLESBANK HOMES CHAR 6175489240 TDA INC 85 WEST STREET F-302 WALPOLE MA 02081 BRUCE BERZIN TREASURER 2036454986 2025-07-10 1 0 THOMAS E SAVINO P00031319 7814493346 2024 2025-03-06 01:10:19Z X 21261705 X 250 X 807407 807407 168543 774071 168543 976200 975950 0 0 0 7471 5977 1494 52429 0 0 5500 0 5500 65400 5977 6994 1057500 1057500 1122900 5977 1064494 -146700 969973 578672 1058260 1058260 163757 163757 1238 1238 1238 19945230 20202207 20202207 20525140 21261705 21261705 0 843 0 843 X 20525140 21260862 20525140 21260862 20525140 21261705 20525140 -146700 882422 21260862 0 21260862 EXPLORER FUND ADMIRAL P 26425 24441 1984 1984 EQUITY INCOME FUND ADMIRAL P 11702 9886 1816 1816 INTERNATIONAL GROWTH P 29868 22864 7004 7004 INTERNATIONAL VALUE FUND P 42834 35092 7742 7742 PRIMECAP P 102603 79744 22859 22859 SHORTTERM INVEST P 25758 26483 -725 -725 INTL STOCK IX ADMIRAL P 69979 55164 14815 14815 STOCK MKT ADM P 186888 88060 98828 98828 US GROWTH P 29702 15482 14220 14220 OTHERS P 248312 248312 0 0 168543 13483 0 13483 0 13483 14829 0 0 0 14829 X 0 1346 1346 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 HTTPS://WWW.CHARLESBANKHOMESFOUNDATION.ORG BRUCE BERZIN 2036454986 246 BRATTLE ST CAMBRIDGE MA 02138 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PHILIP J NOTOPOULOS 48 FAIRMONT STREET BELMONT MA 02478 VICE PRESIDENT & SECRETARY 2.00 0 0 0 RICHARD H SAYRE 7 WAINWRIGHT ROAD 85 WINCHESTER MA 01890 TRUSTEE 2.00 0 0 0 JEANNE PINADO 34 AVON STREET JAMAICA PLAIN MA 02130 TRUSTEE & PRESIDENT 2.00 0 0 0 KATHRYN ROY 382 MARRETT ROAD LEXINGTON MA 02421 VICE PRESIDENT &ASSISTANT TREASURER 2.00 0 0 0 BRUCE BERZIN 246 BRATTLE ST UNIT 22 CAMBRIDGE MA 02138 TRUSTEE & TREASURER 2.00 0 0 0 L JASON LAW 8 EUCLID AVE WINCHESTER MA 01890 TRUSTEE 2.00 0 0 0 ELIZABETH HIBBARD 887 MAIN STREET NORWELL MA 02061 TRUSTEE 2.00 0 0 0 FELICIA JACQUES 5 CEDAR PARK BOSTON MA 02119 TRUSTEE 2.00 0 0 0 MARK WINKELLER 2 AVERY STREET 19-C BOSTON MA 02111 TRUSTEE 2.00 0 0 0 THOMAS W CORNU 42 WINTER ST NAHANT MA 01908 TRUSTEE EMERITUS 2.00 0 0 0 NONE 0 NONE 0 0 20978509 637901 0 21616410 0 0 21616410 324246 21292164 1064608 1064608 13483 13483 1051125 0 1051125 0 1051125 1064494 0 1064494 1051125 0 0 68636 38394 83004 190034 1064494 0 0 0 1051125 13369 0 0 203403 0 0 0 0 0 0 0 203403 68636 38394 83004 13369 JEANNE PINADO 34 AVON STREET JAMAICA PLAIN MA 02130 6172909133 WRITTEN REQUESTS TO INCLUDE STATEMENT OF PURPOSE, DOLLAR AMOUNT ASKED, AND COPY OF EXEMPTION CERTIFICATE NONE STIPULATED AT PRESENT AWARDS ARE GENERALLY MADE TO ORGANIZATIONS LOCATED IN MASSACHUSETTS; TYPICALLY FOR "BRICKS & MORTAR" PROJECTS - NOT FOR OPERATING BUDGETS. COMMUNITY TEAM WORK 155 MERRIMACK STREET LOWELL MA 01852 CONSTRUCT 19 EFFICIENCY UNITS FOR THE HOMELESS OR DISABLED 75000 HABITAT FOR HUMANITY GREATER LOWELL 68 TADMUCK RD UNIT 1 WESTFORD MA 01886 RENOVATE A 3-BEDROOM, SINGLE FAMILY HOME 50000 HABITAT FOR HUMANITY CAPE COD 411 MAIN STREET SUITE 6 NORTH EASTON MA 02675 DEVELOP 2 AFFORDABLE HOMES 50000 BUZZARD'S BAY AREA HABITAT FOR HUMANITY 8 COUNTY ROAD SUITE 2 PO BOX 1584 MATTAPOISETT MA 02739 CONSTRUCT A DUPLEX 25000 OLD COLONY HABITAT FOR HUMANITY 9 WASHINGTON STREET PO BOX 100 ATTLEBOROUGH MA 02703 RENOVATE A 3-BEDROOM HOME 50000 HABITAT FOR HUMANITY NORTH CENTRAL MA 3 PARK STREET SUITE 203 LEOMINSTER MA 01453 CONSTRUCT A 3-BEDROOM HOUSE 50000 COMMONWEALTH LAND TRUST 570 WARREN STREET BOSTON MA 02124 CREATE 24 STUDIO UNITS 50000 PIONEER VALLEY HABITAT FOR HUMANITY PO BOX 60642 140 PINE ST ROOMS 34 FLORENCE MA 01062 CONSTRUCT A 3-BEDROOM HOME 50000 NOAH 143 BORDER STREET EAST BOSTON MA 02128 DEVELOP A 7-UNIT HOME OWNERSHIP BUILDING 75000 HALEY HOUSE INC 23 DARTMOUTH STREET BOSTON MA 02116 RENOVATE A KITCHEN 25000 HABITAT FOR HUMANITY SOUTH SHORE 77 ACCORD PARK DRIVE UNIT D-7 NORWELL MA 02061 CONSTRUCT A 3-BEDROOM HOME 50000 FAMILY AID 3815 WASHINGTON STREET BOSTON MA 02130 CONVERT A NURSING HOME INTO 42 UNITS FOR HOMELESS FAMILIES 50000 THE NEIGHBORHOOD DEVELOPERS 4 GERRISH AVENUE CHELSEA MA 02150 CONSTRUCT 5 AFFORDABLE DEED-RESTRICTED CONDOMINIUMS 50000 COMMUNITY ACTION FOR BETTER HOUSING 72 EIGHTH STREET NEW BEDFORD MA 02746 RESTORATION OF A 26-UNIT BUILDING DAMAGED BY FIRE 75000 PLANNING OFFICE FOR URBAN AFFAIRS 84 STATE STREET SUITE 600 BOSTON MA 02109 CONSTRUCT A 30-UNIT ONE-BEDROOM HOME 50000 WORCESTER COMMON GROUND 5 PIEDMONT STREET WORCESTER MA 01610 CONSTRUCT A 3-UNIT HOME-OWNERSHIP FOR LOW INCOME HOMEOWNERS. 50000 THE HAVEN PROJECT 57 MUNROE STREET LYNN MA 01901 CAPITAL REPAIRS FOR AN 8-ROOM SRO 57500 FATHER BILL'S AND MAINSPRING 430 BELMONT STREET BROCKTON MA 02301 CONVERT A VACANT MOTEL AND 2 ADJACENT WOOD FRAME BUILDINGS INTO 24 STUDIO APARTMENTS 50000 BOSTON NEIGHBORHOOD COMMUNITY LAND TRUST 550 DUDLEY STREET ROXBURY MA 02119 UPDATE A HEATING SYSTEM AND INSULATION FOR A 3-FAMILY HOME 75000 LYNN SHELTER ASSOCIATION INC 100 WILLOW STREET LYNN MA 01901 PROVIDING BED FRAMES, MATTRESSES, AND OTHERNECESSITIES FOR A 28-UNIT LOW-INCOME HOUSING 50000 1057500 0 14 807407 18 168543 0 975950 0 975950 0 0 0 0 0 0 0 0 0 0 ACCOUNTING, LEGAL FEES 7471 5977 1494 VANGUARD BROKERAGE 20202207 20202207 FILING FEES 256 0 256 INSURANCE 1650 0 1650 BOARD MEMBERS EXPENSE 1627 0 1627 GENERAL EXPENSES 1967 0 1967 CHANGE IN UNREALIZED GAIN ON SECURITIES 862505 RECOVERY OF NOTE RECEIVABLE PREVIOUSLY TREATED AS A GRANT 19917 CREDIT CARD 0 843 INVESTMENT MANAGEMENT FEES 52429 0 0