2026-01-26T12:08:27-05:00 2025-10-31 042988808 GRADY FINANCIAL SERVICE 1 MERRIMAC ST UNIT 14 NEWBURYPORT MA 019502561 990PF 2024-11-01 042589680 GENERAL CHARITABLE SOCIETY OF NEWBURYPORT GENE 9785181459 PO BOX 365 NEWBURYPORT MA 01950 SUE BLUMENSCHEID PRESIDENT 9785181459 2025-12-29 true true JOHN F GRADY P01238679 9784650222 2026-01-26 X 2024 2025-03-06 01:10:19Z X 1718996 X 47393 X 45 45 45 42558 42558 42558 -2571 72230 87425 42603 42603 11600 11600 11600 9280 3960 3960 3960 12705 12705 12705 459 459 459 3160 3160 3160 31884 31884 31884 9280 62458 62458 94342 31884 31884 71738 -6917 10719 10719 7315 21115 21115 80483 80595 80595 1451434 1617286 1617286 1539232 1718996 1718996 0 X 1539232 1718996 1539232 1718996 1539232 1718996 1539232 -6917 186681 1718996 1718996 149 149 149 149 false false false false false false true true MA true true false false true GENERALCHARITABLESOCIETY.ORG DIANE GOODWIN 9785181459 61 CURZON MILL ROAD NEWBURYPORT MA 01950 false false false false false false false false false false false false false false false false false false false false BETH AYRES 266 MERRIMAC STREET UNIT 1 NEWBURYPORT MA 01950 ASSISTANT TR 1.00 500 0 0 MEGAN VAN VLIET 1 KNIGHTS LANE NEWBURYPORT MA 01950 VICE PRESIDE 1.00 500 0 0 MARTHA LEEN 42 BROAD STREET NEWBURYPORT MA 01950 SECRETARY 2.00 1000 0 0 SUE BLUMENSCHEID 20 LAVALLEY LANE NEWBURYPORT MA 01950 PRESIDENT 2.00 6000 0 0 DIANE GOODWIN 61 CURZON MILL ROAD NEWBURYPORT MA 01950 TREASURER 2.00 3600 0 0 NONE NONE SCHOLARSHIP PROGRAM TO GRADUATING NEWBURYPORT HIGH SCHOOL STUDENTS 22,000.00 22000 ASSISTANCE TO NEEDY INDIVIUALS OF GREATER NEWBURYPORT 38958.00 38958 LOCAL NON PROFITS OF NEWBURYPORT 1500.00 1500 N/A 1519273 71768 0 1591041 1591041 23866 1567175 78359 X 71738 71738 71738 71738 71738 2002-01-01 X 10719 32986 19550 34653 97908 9111 28038 16618 29455 83222 71738 63199 62170 55093 252200 71738 63199 62170 55093 252200 1591041 1463013 1303567 1333248 5690869 1591041 1463013 1303567 1333248 5690869 X SUE BLUMENSCHEID 20 LAVALLEY LANE 20 LAVALLEY LANE NEWBURYPORT MA 01950 9785181459 BLUMENS@COMCAST.NET GREATER NEWBURYPORT RESIDENTS NEWBURYPORT STUDENTS 1 VARIOUS STREET NEWBURYPORT MA 01950 NONE STUDENTS TUITION ASSISTANCE 22000 NEWBURYPORT RESIDENTS 1 VARIOUS STREET NEWBURYPORT MA 01950 NONE NEEDY BASIC NEEDS ASSISTANCE 38958 NEWBURYPORT RECREATION 40 MILK STREET NEWBURYPORT MA 01950 NONE NON PROFIT ASSISTENCE TO NBPT RESIDENTS 500 NBPT COMMUNITY SERVICES 35 SUMMER STREET NEWBURYPORT MA 01950 NONE NON PROFIT BASIC NEEDS ASSISTANCE 500 BOYS GIRLS CLUB 15 MAPLE STREET SALISBURY MA 01952 NONE NON PROFIT ASSISTANCE TO CHILDREN 500 62458 14 45 14 42558 18 -2571 40032 40032 3 THE REVENUE PRODUCED FROM STOCKS ALLOWS OUR ORGANIZA- 4 TION TO PROVIDE SUPPORT FOR OUR RECIPIENTS. 8 CAPITAL GAINS PRODUCES CASHFLOW FOR INDIVIDUAL SUPPORT false false false false false false false false false false GRADY FINANCIAL TAX PREPARATION 3960 3960 3960 SELECT SECTOR UTILITIES 2020-01 PURCHASE 2024-12 12852 12039 813 ISHARES SEMICONDUCTOR 2020-01 PURCHASE 2025-04 10063 14364 -4301 SELECT SECTOR 2020-01 PURCHASE 2025-04 1927 2225 -298 SELECT SECTOR SPDR 2020-01 PURCHASE 2025-08 27367 28815 -1448 SELECT SECTOR SPDR 2020-01 PURCHASE 2025-08 2099 2269 -170 MUTUAL FUNDS 2020-01 PURCHASE 2025-09 1065 1015 50 MUTUAL FUNDS 2020-01 PURCHASE 2025-09 16857 14074 2783 MUTUAL FUNDS 1143476 1143476 CORPORATE BONDS 473810 473810 EXPENSES PO BOX RENTAL 234 234 234 INSURANCE & BONDING EXPENSE 1175 1175 1175 MASS FILING FEE 50 50 50 ADVERTISEMENT 486 486 486 OFFICE EXPENSES 1215 1215 1215 UNREALIZED CAPITAL GAINS 186681 MONEY MANAGEMENT FEE (1%) 12705 12705 12705 FEDERAL TAX 459 459 459