2026-05-29T10:58:24-06:00 2025-12-31 043089209 Jeffrey A Morgen CPA 33 Lyman St Suite 205 Westborough MA 01581 990PF 2025-01-01 387186447 WILLIAM AND NANCY KIRK SCHOLARSHIP FUND TRUST % DAVID APTAKER WILL 7814385222 92 MONTVALE AVE STE 2800 STONEHAM MA 02180 DAVID APTAKER TRUSTEE 7814385222 2026-05-20 false JEFFREY A MORGEN CPA P00370320 6172442760 2026-05-29 X 2025 2025-03-06 01:10:19Z X 3172630 X X 1160 1160 130151 130151 14576 783150 14576 145887 145887 7200 7200 5000 5000 8500 8500 2787 187 12435 4409 8026 35922 4596 28726 132000 132000 167922 4596 160726 -22035 141291 0 8628 4548 4548 40149 40150 40150 131 126 126 786145 778273 759986 1183329 1517112 1924508 765701 430909 443312 9070 2793153 2771118 3172630 0 0 X 2793153 2771118 2793153 2771118 2793153 2771118 2793153 -22035 2771118 2771118 FIDELITY ACCCOUNT 4232 SEE ATTACHED D 2018-01-01 614924 608461 6463 6463 FIDELITY ACCOUNT 0369 SEE ATTACHED D 2018-01-01 168226 160113 8113 8113 14576 1964 0 1964 0 1964 2188 1800 3988 2024 2024 false false false false false false false true true MA true false false false false true DAVID APTAKER 7814385222 92 MONTVALE AVE SUITE 2800 STONEHAM MA 02180 false false false false false false false false false false false false false false true false false false false false false false DAVID APTAKER 92 MONTVALE AVE SUITE 2800 STONEHAM MA 02180 TRUSTEE 2.00 7200 0 0 NONE 0 NONE SCHOLARSHIPS AWARDED IN ACCORDANCE WITH GRANT-MAKINGPROCEDURES AS SUBMITTED WITH FORM 1023 APPLICATION 132000 NONE 0 0 2945085 116626 40149 3101860 0 0 3101860 46528 3055332 152767 152767 1964 1964 150803 150803 150803 160726 160726 150803 1433 2579 14671 22641 4508 45832 160726 150803 9923 55755 0 1433 54322 2579 14671 22641 4508 9923 DAVID APTAKER TRUSTEE 92 MONTVALE AVE SUITE 2800 STONEHAM MA 02180 6177762211 DAVIDAPTAKER.LAW@VERIZON.NET SEE ATTACHED PAGES 12,13,14 OF TRUST DOCUMENTS NONE RESIDENTSSTUDENTS WHO ARE GRADUATING SENIORS FROM STONEHAM HIGH SCHOOL OR PRIVATE OR PAROCHIAL SCHOOL LOCATED IN MASSACHUSETTS OR NEW HAMPSHIRE AND A BONA FIDE RESIDENT OF STONEHAM FOR A PERIOD OF 2 YEARS PRIOR TO THEIR GRADUATION DATE ARIANNA IMBRRIANO 147 ELM STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 AVA FITZGERALD 14 LINDENWOOD ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 ALYSSA SARNO 71 OAK STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 SARA MYAGMARJAV 15 WAVERLY STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 NOAH DINAN 124 COLLINCOTE STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 KYLE PROSSER 203 CENTRAL STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 LAUREN PARSONS 95 GOVERNOR ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 4000 BRIDGET SCULLY 12 DRUMMOND ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 4000 NATHAN BURT 30 WARREN STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 5000 OLIVIA SCALLY 21 SKYEWOOD DRIVE STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 QUINN NIAL 34 CHESTNUT STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 9000 ISABELLA FREITAS 49 PENNY LANE STONEHAM MA 02180 NONE I SCHOLARSHIP 9000 GRACE RONAYNE 10 MARGARET ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 9000 DILAN PATEL 38 TAMAROCK TERRACE STONEHAM MA 02180 NONE I SCHOLARSHIP 10000 MATT THEODORE 19 MYOPIA ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 10000 JONATHAN CELLI 79 WESTWOOD ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 10000 DANIEL MIRICK 103 NORTH STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 10000 JACKSON KERANS 96 POND STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 10000 ABIGAIL MIRICK 103 NORTH STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 10000 SOFIA GOLISANO 52 PINE STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 11000 MAIJA ROMANOWSKI 53 OAK STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 132000 0 14 1060 14 130151 18 14576 145787 145787 false false false false false false false false false false TAX PREPARATION 8500 0 0 8500 CORPORATE BONDS 404131 416194 MORTGAGE SECURITIES 26778 27118 STOCKS & MUTUAL FUNDS 1412543 1819939 MONEY MARKET FUNDS 104569 104569 496006 504033 282267 255953 LEGAL FEES 5000 0 0 5000 MISCELLANEOUS RECEIVABLE 9070 0 0 OFFICE EXPENSES 166 0 0 166 SURETY BOND 7360 0 0 7360 FILING FEES 0 0 0 0 ADMINISTRATIVE EXPENSES 500 0 0 500 BOND PREMIUM AMORTIZATION 192 192 0 0 INVESTMENT ADVISORY FEES 4217 4217 0 0 TRANSACTION FEES 0 0 0 0 FOREIGN TAXES 187 187 0 0 FEDERAL INVESTMENT TAX 2600 0 0 0