2026-02-17T18:44:48-08:00 2025-09-30 843034389 SASSOON CYMROT LAW LLC 84 STATE ST 820 BOSTON MA 02109 990PF 2024-10-01 046130238 Wellesley Kiwanis Memorial Fund WELL 7812374604 5 Hasley Avenue Wellesley MA 02482 JoAnn Jones Trustee 2026-02-17 true true Scott J Wittlin P00290003 6177200099 2024 2025-03-06 01:10:19Z X 0 X 3500 X 22144 22144 22144 31707 219406 31707 2674 57351 53851 24818 2773 2773 1673 1673 5035 5000 35 9481 5000 4481 67000 67000 76481 5000 71481 -19130 48851 24818 43717 62937 698592 660242 742309 723179 0 0 X 742309 723179 742309 723179 742309 723179 742309 -19130 723179 723179 702 ISHARES GNMA BOND ETF P 2024-10-08 30957 30403 554 554 408 CAUSEWAY INTERNATIONAL VALUE INV P 2024-06-20 2025-03-10 8744 8253 491 491 56 FIDELITY ADVISOR FOCUSED EMERGING MKTS 1 P 2024-06-20 2025-03-10 1851 1766 85 85 5 ISHARES CORE S&P 500 ETF P 2024-02-21 2025-03-10 2886 2489 397 397 186 ISHARES MSCI EAFE GROWTH ETF P 2024-06-20 2025-03-10 19491 19125 366 366 196 ISHARES MSCI USA QLTY FACT ETF P 2024-06-20 2025-03-10 34577 33790 787 787 13 VANGUARD FTSE DEV MKTS ETF P 2023-08-09 2025-03-10 682 603 79 79 71 ISHARES 10-20 YR TSURY BOND ETF P 2024-06-20 2025-03-13 7278 7403 -125 -125 63 ISHARES 7-10 YR TRSURY BOND ETF P 2024-02-21 2025-03-13 5950 5905 45 45 38 ISHARES CORE S&P 500 ETF P 2022-01-01 2025-06-04 22766 15940 6826 6826 70 FED HME MDT LAR VAL ETF NAV CF P 2025-03-07 2025-07-08 2076 1951 125 125 69 ISHARES CORE S&P 500 ETF P 2022-12-22 2025-07-08 42954 26417 16537 16537 65 ISHARES MSCI USA QULTY FACT ETF P 2024-06-20 2025-07-08 11913 11206 707 707 53 JPMORGAN INTERN RESRCH ENH EQT ETF P 2025-06-03 2025-07-08 3717 3679 38 38 56 PRINCIPAL MIDCAP INSTITUTIONAL P 2024-06-20 2025-07-08 2656 2352 304 304 148 TROWE PRICE CPTL APRCTN EQT ETF P 2025-03-07 2025-07-08 5226 4873 353 353 184 VANGUARD FTSE DEV MKT ETF P 2022-01-01 2025-07-08 10406 6717 3689 3689 28 ISHARES MSCI USA QLTY FACT ETF P 2024-06-20 2025-08-27 5276 4827 449 449 31707 2674 679 679 679 1395 1395 X 36 680 680 false false false false false false false false true MA true false false false false true N/A Joann Jones 7812374604 5 Hasley Avenue Wellesley MA 02482 false false false false false false false false false false false false false false false false false false false false false false JoAnn Jones 5 Hasley Avenue Wellesley MA 02482 Trustee 0.50 0 VICKIE MANCINI 21 GROVE ST WELLESLEY MA 02482 Trustee 0.50 0 JANICE G CODURI 40 MACARTHUR ROAD WELLESLEY MA 02482 Trustee 0.50 0 NONE NONE THE ORGANIZATION RAISES FUNDS THROUGH INVESTMENT ACTIVITIES TO DISTRIBUTE GRANTS TO ADVANCE RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES. FOR THIS FISCAL YEAR, THE WELLESLY KIWANIS MEMORIAL FUND GAVE COLLEGE SCHOLARSHIPS TOTALING $35,000 DIRECTLY TO EDUCATIONAL INSTITUTIONS AND 25,000 TO SUPPORT PUBLIC PRE-SCHOOL EDUCTION. 0 951986 41578 0 993564 0 993564 14903 978661 48933 48933 679 679 48254 48254 48254 71481 71481 48254 18840 4498 15516 20611 59465 71481 0 48254 23227 82692 0 18840 63852 4498 15516 20611 23227 X PO BOX 81207 WELLESLEY MA 02481 7812370427 APPLICATION FORM DEMONSTRATIONING FINANCIAL NEED FEBRUARY 1ST OF EACH YEAR AWARDS ARE GIVEN TO RESIDENTS OF WELLESLEY, MASSACHUSETTS WHO ARE IN FINANCIAL NEED TO PROVIDE SCHOLARSHIPS TO ATTEND UNDERGRADUATE COLLEGES OR UNIVERSITIES. ALEXANDRA VELLA - BOWDOIN COLLEGE 255 MAINE ST BRUNSWICK ME 04011 NONE COLLEGE SCHOLARSHIPS 3500 CADY BUBECK - UNIVERSITH OF NEW HAM 105 MAIN ST DURHAM NH 03824 NONE COLLEGE SCHOLARHSIP 3500 MORGAN MCGRAW - UNIV OF COLORADO BO 1505 UNIVERISTY AVE BOULDER CO 80309 NONE COLLEGE SCHOLARSHIP 3500 JULIA PANELL - ELON UNIVERSITY 100 CAMPUS DRIVE ELON NC 27244 NONE COLLEGE SCHOLARSHIP 3500 QUINN WAYMAN - MIAMI UNIV OHIO 1602 UNIVERSITY BLVD HAMILTON OH 45011 NONE COLLEGE SCHOLARSHIP 3500 WILLOUGHLY BONNETTE-UNION COLLEGE 807 UNION STREET SCHENECTADY NY 12308 NONE COLLEGE SCHOLARSHIP 3500 ANNA THOMAS - TUFTS UNIVERSITY 419 BOSTON AVE MEDFORD MA 02155 NONE COLLEGE SCHOLARSHIP 3500 IRIS VENTIMIGLIA - SMITH COLLEGE ONE CHAPIN WAY NORTHHAMPTON MA 01063 NONE COLLEGE SCHOLARSHIP 3500 WELLESLY PUBLIC SCHOOLS-PRE-SCHOOL 40 KINGSBURY STREET WELLESLEY MA 02481 NONE SUPPORT PRE-SCHOOL EDUCATION 25000 RACHEL VOCI - BABSON COLLEGE 231 FOREST ST WELLESLEY MA 02481 NONE COLLEGE SCHOLARSHIP 3500 IVAN CHAN-BOSTON COLLEGE 27 High Ledge Ave Wellesley MA 02482 NONE COLLEGE SCHOLARSHIP 3500 Hannah LeeColumbia 30 Shore Road Wellesley MA 02482 None College Scholarship 3500 Shi SuUniv of IL 11 Oak Streetm Unit 12A Wellelsey MA 02482 None College Scholarship 3500 67000 14 22144 31707 22144 31707 53851 false false false false false false false false false false MARGARET M. BARRETT, CPA 2773 0 0 2773 FILING FEES 35 35 INVESTMENT MANAGEMENT FEE 5000 5000 IRS FORM 990 PF PRIOR YEAR 1673 1673