2026-06-19T09:06:39-05:00 2025-12-31 391659894 MEICHER CPAS LLP 2349 DEMING WAY SUITE 300 MIDDLETON WI 53562 990PF 2025-01-01 392010073 AUGUST FOUNDATION INC AUGU 6086953278 1098 BROADWAY SOMERVILLE MA 02144 JULIE WORZALA PRESIDENT 6086953278 2026-06-15 1 MEICHER CPAS LLP P01638261 6088261900 2025 2025-03-06 01:10:19Z X 1320637 X X 31379 31379 219684 1223630 219684 251063 251063 0 0 0 3685 3685 0 4081 4081 0 4955 811 0 82 82 0 12803 8659 0 109500 109500 122303 8659 109500 128760 242404 53505 42093 42093 11923 8211 8211 1009903 1153787 1270333 1075331 1204091 1320637 0 0 X 0 0 0 0 1075331 1204091 1075331 1204091 1075331 1204091 1075331 128760 0 1204091 0 1204091 SCHWAB 2429 P 151747 142309 9438 9438 SCHWAB 2429 P 854860 692540 162320 162320 SCHWAB 2429 P 216011 169097 46914 46914 CAPITAL GAINS DIVIDENDS P 1012 1012 1012 219684 3369 0 3369 0 3369 2400 0 0 0 2400 10 979 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A MEICHER CPAS LLP 6088261900 2349 DEMING WAY SUITE 300 MIDDLETON WI 53562 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JULIE GRUBER WORZALA 1098 BROADWAY SOMERVILLE MA 02144 PRESIDENT 0.50 0 0 0 DAVID WORZALA 1098 BROADWAY SOMERVILLE MA 02144 TREASURER 0.10 0 0 0 PETER WORZALA 1098 BROADWAY SOMERVILLE MA 02144 SECRETARY 0.10 0 0 0 MATTHEW WORZALA 1098 BROADWAY SOMERVILLE MA 02144 VICE PRESIDENT 0.10 0 0 0 NONE 0 NONE 0 0 1256656 74271 0 1330927 0 0 1330927 19964 1310963 65548 65548 3369 3369 62179 0 62179 0 62179 109500 0 109500 62179 6208 0 0 109500 6208 0 0 62179 41113 0 0 41113 0 0 0 0 0 0 0 41113 41113 JULIE GRUBER WORZALA DAVID WORZALA X ACCESS COMMUNITY HEALTH CENTERS 2901 W BELTLINE HWY MADISON WI 53713 NONE PC PROVISION OF COMMUNITY BASED, LOW INCOME HEALTH CARE 5000 BOSTON ATHENAEUM 105 BEACON STREET BOSTON MA 02108 NONE PC LIBRARY SUPPORT 2500 BUNKER HILL COMMUNITY COLLEGE FOUNDATION INC 250 NEW RUTHERFORD AVE H150 BOSTON MA 02129 NONE PC GENERAL FUND AND HUNGER ASSISTANCE FUND 2000 CAMBRIDGE HEALTH ALLIANCE FOUNDATION 350 MAIN STREET 5TH FLOOR MALDEN MA 02148 NONE PC HEALTH SERVICES 5000 CONNEXION 149 BROADWAY SOMERVILLE MA 02145 NONE PC FOOD INSECURITY 500 CROSSROADS FOR KIDS 119 MYRTLE STREET DUXBURY MA 02332 NONE PC SUMMER CAMP FOR AT-RISK CHILDREN 1000 EAST SOMERVILLE MAIN STREETS 149 BROADWAY SOMERVILLE MA 02145 NONE PC COMMUNITY BUILDING 2500 ELIZABETH PEABODY HOUSE 275 BROADWAY SOMERVILLE MA 02145 NONE PC EDUCATIONAL SERVICES AND FOOD PANTRY 15000 FRIENDS OF ELDREDGE PUBLIC LIBRARY PO BOX 70 CHATHAM MA 02633 NONE PC READING AND EDUCATION ACCESS 1000 FRIENDS OF MEDFORD PUBLIC LIBRARY 111 HIGH ST MEDFORD MA 02155 NONE PC READING AND EDUCATION ACCESS 1000 FRIENDS OF SOMERVILLE PUBLIC LIBRARY 79 HIGHLAND AVENUE SOMERVILLE MA 02143 NONE PC LIBRARY SERVICES 1000 GREATER BOSTON FOOD BANK 70 SOUTH BAY AVE BOSTON MA 02118 NONE PC EMERGENCY FOOD AID 10000 HARWICH CRANBERRY FESTIVAL INC PO BOX 555 HARWICHPORT MA 02646 NONE PC SCHOLARSHIPS 500 MADISON ROTARY FOUNDATION 2 S CARROLL ST STE 255 MADISON WI 53703 NONE PC HUMANITARIAN, EDUCATIONAL AND CULTURAL EXCHANGE PROGRAMS 10000 MERRIMACK VALLEY FOOD BANK 735 BROADWAY STREET LOWELL MA 01854 NONE PC EMERGENCY FOOD AID 10000 MYSTIC RIVER WATERSHED ASSOCIATION INC 23 MAPLE ST ARLINGTON MA 02476 NONE PC ENVIRONMENTAL RESTORATION AND EDUCATION 500 PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 1055 COMMONWEALTH AVENUE BOSTON MA 02215 NONE PC HEALTH SERVICES 2500 PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND 784 HERCULES DRIVE SUITE 110 COLCHESTER VT 05446 NONE PC HEALTH SERVICES 2500 PROJECT SOUP PO BOX 440436 SOMERVILLE MA 02144 NONE PC FOOD PANTRY 4000 RCC SEXUAL VIOLENCE RESOURCE CENTER 960 RISE LANE MADISON WI 53714 NONE PC HEALTH EDUCATION AND SERVICE 500 ROTARY FOUNDATION 14280 COLLECTIONS CENTER DR CHICAGO IL 06093 NONE PC HUMANITARIAN, EDUCATIONAL AND CULTURAL EXCHANGE PROGRAMS 2500 SOMERVILLE HOMELESS COALITION 1 DAVIS SQUARE SOMERVILLE MA 02144 NONE PC HOMESLESSNESS SUPPORT SERVICES AND FOOD BANK 3000 SOMMERVILLE HIGH SCHOOL SCHOLARSHIP FOUNDATION PO BOX 440275 SOMERVILLE MA 02145 NONE PC STUDENT ASSISTANCE 2000 ST PATRICK'S SHELTER 270 WASHINGTON AVENUE SOMERVILLE MA 02145 NONE PC HOMELESS ASSISTANCE FOR WOMEN 4000 THE HARBOUR INC 1440 RENAISSANCE DRIVE SUITE 2 PARK RIDGE IL 60068 NONE PC EDUCATION AND HOMELESSNESS SUPPORT 1000 UNIVERSITY OF MA FOUNDATION 1 PERKINS STREET LOWELL MA 02154 NONE PC STUDENT EMERGENCY NEEDS FUND 2500 UW FOUNDATION FJW SCHOLARSHIP 1848 UNIVERSITY AVE BOX 8860 MADISON WI 53726 NONE PC ACADEMIC SCHOLARSHIP FOR ENGINEERING UNDERGRADUATES 16000 VOLO KIDS FOUNDATION 1215 E FORT AVE 304 BALTIMORE MD 21230 NONE PC CHILDHOOD ENRICHMENT PROGRAMS 500 YOUTH DEVELOPMENT ORGANIZATION INC 15 UNION STREET LAWRENCE MA 01840 NONE PC YOUTH DEVELOPMENT 1000 109500 0 31379 219684 0 0 251063 251063 4 DIVIDEND INCOME FROM INVESTMENTS IN STOCKS 8 CAPITAL GAIN FROM INVESTMENT SALES ALL THE ABOVE ARE USED TO FUND GRANTS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3685 3685 0 MUTUAL FUNDS FMV 1153787 1270333 OFFICE EXPENSE 48 48 0 OTHER EXPENSE 34 34 0 INVESTMENT FEES 4081 4081 0 FOREIGN INVESTMENT TAX 811 811 0 EXCISE TAX 4144 0 0