2026-07-08T10:52:17-04:00 2025-12-31 042988808 GRADY FINANCIAL SERVICE 1 MERRIMAC ST UNIT 14 NEWBURYPORT MA 019502561 990PF 2025-01-01 043049521 MAYOR GAYDEN MORRILL CHARITABLE FOUNDATION MAYO 7187530265 11 SAINT FRANCIS PLACE BROOKLYN NY 11216 JULIA MORRILL TREASURER 7187530265 2026-07-08 JOHN F GRADY P01238679 9784650222 2026-07-08 X 2025 2025-03-06 01:10:19Z X 7619817 X X 345 345 345 189912 189912 189912 288040 700202 2333 -867 -867 -867 477430 191723 189390 4700 4700 4700 11193 11193 11193 3971 3971 3971 2140 2140 2140 22004 22004 22004 0 220000 220000 242004 22004 22004 220000 235426 169719 167386 119580 50204 50204 259342 564747 564747 6117679 7004866 7004866 6496601 7619817 7619817 0 X 6496601 7619817 6496601 7619817 6496601 7619817 6496601 235426 887790 7619817 7619817 2333 2359 2359 2359 2359 2359 false false false false false false true MA true true false false false true N/A JULIA MORRILL 7187530265 11 ST FRANCIS PLACE BROOKLYN NY 11216 false false false false false false false false false false false false false false false false false false false false ROBERT MORRILL 8396 SW SNAPDRAGON COURT 8396 SW SNAPDRAGON COURT STUART FL 34994 PRESIDENT 000.00 0 0 0 JAMES G MORRILL 543 JILLOTUS STREET 543 JILLOTUS STREET MERRITT ISLAND FL 32952 DIRECTOR 000.00 0 0 0 JULIA MORRILL 11 ST FRANCIS PLACE BROOKLYN NY 11216 TREASURER 000.00 0 0 0 ERIC SCOTT VINES 134 TUCKER LANE 134 TUCKER LANE JOHNSON CITY TN 37601 SECRETARY 000.00 0 0 0 NOAH HONDEL ADAMS 9396 SE VENUS STREET 9396 SE VENUS STREET HOBE SOUND FL 33455 DIRECTOR 000.00 0 0 0 NONE NONE GIFT MADE TO THE CITY OF NEWBURYPORT FOR PARK BEAUTIFICATION 220,000.00 220000 N/A 6692049 108532 261862 7062443 7062443 105937 6956506 347825 X 220000 220000 220000 220000 220000 2019-04-15 X 167386 169123 89960 145443 571912 142278 143755 76466 123627 486126 220000 180000 127312 188714 716026 220000 180000 127312 188714 716026 6956506 6054950 5341914 4284740 22638110 6956506 6054950 5341914 4284740 22638110 232347 202235 178420 143110 756112 X CITY OF NEWBURYPORT 60 PLEASANT STREET 60 PLEASANT STREET NEWBURYPORT MA 01950 NONE POF PARK BEAUTIFICATION 220000 220000 14 345 14 189912 14 14 2333 285707 ALLIANCE RESOURCES K1 14 159 ENTERPRISE K1 14 -161 MPLX K1 14 -865 191723 285707 477430 4 FUNDS MADE AVAILABLE TO THE CITY OF NEWBURYPORT FOR THE BEAUTIFICATION OF THE CITY'S PARKS. false false false false false false false false false false GRADY FINANCIAL TAX PREPARATION 4700 4700 4700 NEWMONT CORP 2013-04 PURCHASE 2025-09 187920 59084 128836 AT&T 2009-09 PURCHASE 2025-09 29560 19473 10087 KKR 2015-03 PURCHASE 2025-06 63550 11233 52317 KRYNDRL HOLDINGS 2004-10 PURCHASE 2025-08 25876 15249 10627 SOLVENTUM CORP 1996-05 PURCHASE 2025-08 54832 18187 36645 WARNER BROTHERS DISCOVERY 2009-09 PURCHASE 2025-08 2935 5924 -2989 FIDELITY SHORT TERM GAINS 0736 2025-01 PURCHASE 2025-12 70052 66507 3545 FIDELITY LONG TERM GAINS 0736 2022-09 PURCHASE 2025-12 263144 216505 46639 ALLIANCE RESOURCES 1500 34845 34845 AMERICAN ELECTRIC 2000 (BT 2004) 230620 230620 AT & T 1000 (BUY 9/1/09) 25420.00 BANK OF AMERICA 3454 189970 189970 BLACKROCK TCP CAPITAL 417 2281 2281 BLACKSTONE LLP 1000 154140 154140 CARLYLE GROUP 500 10/18/18 29555 29555 CHEVRON 1256 191427 191427 CIM REIT( 3000 10.00 SH) 15660 15660 CORNERSTONE STRATEGIC 6667 55736 55736 CORTEVA 6922 463982 463982 CUMMINS 300 153135 153135 DOW CHEMICAL 6922 161836 161836 DUPONT DE NEMOURS 6922 278264 278264 ENTERPRISE PARTNERS 500 BT 2018 16030 16030 ENERGY TRANSFERS 5000(25) 82450 82450 EXXON MOBIL 3400 409156 409156 FIDELITY 628-560736 PORTFOLIO 1111175 1111175 GE AEROSPACE 1607 495004 495004 GE HEALTH CARE 535 43881 43881 GE VERNOVA 401 262082 262082 IBM 4100 1214461 1214461 KINDER MORGAN ENERGY 5000 137450 137450 KKR 500 KRAFT HEINZ 300 7275 7275 KYNDRYL HOLDINGS 820 MEDTRONIC 150 14409 14409 MERCK 3000 315780 315780 MPLX LP 600 BOUGHT 2022 32022 32022 NEWMONT MINING 2400 NUTRIEN 120 7406 7406 OCCIDENTAL PERTROLEUM 293 12048 12048 OCCIDENTAL PETE WARRENT 36 694 694 ORACLE 500 97455 97455 ORGANON & CO 300 2151 2151 QNITY ELECTRONICS 3461 (25) 282591 282591 RITHM CAPITAL BOUGHT 1200 IN 2023 13080 13080 SOLVENTUM CORP 750 NEW 2024 THREE-M COMPANY 3000 480300 480300 VALE S.A. 500 6515 6515 WARNER BROTHERS 241 EXPENSES INSURNACE 835 835 835 TRAVEL EXPENSES -RM 1305 1305 1305 ALLIANCE RESOURCES K1 159 159 159 ENTERPRISE K1 -161 -161 -161 MPLX K1 -865 -865 -865 UNREALIZED APPRECIATION 887790 FIDELITY MONEY MANAGEMENT FEE 11193 11193 11193 FOREIGN TAXES 5818 98 98 98 FOREIGN TAXES 0736 338 338 338 SECRETARY OF STATE 70 70 70 FEDERAL TAX 1106 1106 1106 2025 ESTIMATED TAX PAYMENT 2359 2359 2359