2024-07-01T13:00:31-04:00 2023-12-31 043089209 Jeffrey A Morgen CPA 33 Lyman St Suite 205 Westborough MA 01581 990PF 2023-01-01 387186447 WILLIAM AND NANCY KIRK SCHOLARSHIP FUND TRUST WILL 92 MONTVALE AVE STE 2800 STONEHAM MA 02180 DAVID APTAKER TRUSTEE 7814385222 2024-06-19 false DAVID APTAKER XXX-XX-XXXX true JEFFREY A MORGEN CPA P00370320 6172442760 2024-07-01 X 2 00 AAL2 IAL1 2023 2023-04-26 12:10:37Z X X 2934818 X X 842 842 92249 92249 -2247 776064 90844 93091 8200 8200 1136 261 9364 4123 5241 18700 4384 13441 152000 152000 170700 4384 165441 -79856 88707 0 66723 22676 22676 40000 40000 40000 4828 748 748 403611 435377 436066 1677734 1515080 1643510 677054 776213 791818 2869950 2790094 2934818 0 0 X 2869950 2790094 2869950 2790094 2869950 2790094 2869950 -79856 2790094 2790094 12 SHS MONEYGRAM INTL P 2023-06-02 132 137 -5 -5 GENERAL MOTORS WARRENTS - WORTHLESS P 2023-01-01 1310 -1310 -1310 33828 SHS FIDELITY MMKT fUND P 33828 33828 GE HEALTHCARE -FRACTIONS P 2023-01-06 2023-01-06 19 26 -7 AMC ENTMT HOLDINGS- FRACTIONS 2023-01-19 2023-08-28 4 17 -13 SEE ATTACHED SUMMARY - ACCT 4232 P 742081 742993 -912 -2247 -20 1233 0 1233 0 1233 985 2015 3000 1767 1767 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 0 0 0 NONE 0 NONE SCHOLARSHIPS AWARDED IN ACCORDANCE WITH GRANT-MAKING PROCEDURES AS SUBMITTED WITH FORM 1023 APPLICATION 152000 NONE 0 2781193 103339 40000 2924532 0 2924532 43868 2880664 144033 144033 1233 1233 142800 142800 142800 165441 165441 142800 1433 2579 14671 18683 165441 142800 22641 41324 0 41324 1433 2579 14671 22641 DAVID APTAKER TRUSTEE 92 MONTVALE AVE SUITE 2700 STONEHAM MA 02180 6177762211 DAVIDAPTAKER.LAW@VERIZON.NET SEE ATTACHED PAGES 12,13,14 OF TRUST DOCUMENTS NONE RESIDENTS/STUDENTS WHO ARE GRADUATING SENIORS FROM STONEHAM HIGH SCHOOL OR PRIVATE OR PAROCHIAL SCHOOL LOCATED IN MASSACHUSETTS OR NEW HAMPSHIRE AND A BONA FIDE RESIDENT FOR A PERIOD OF 2 YEARS PRIOR TO THEIR GRADUATION DATE. NEEHIL GILL 3 SCHIAPPA CIRCLE STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 SOPHIA VALERINI 29 BRACKETT AVE STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 MADELYN BARRY 36 VALLEY ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 PAIGE HOLMES 8 WOODBRIAR ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 AYDEN MOREIRA 6 CONCORD ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 CAROLYNE SOUZA 224 PARK STREET APT C3 STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 NICHOLAS BLESSING 23 PARKWAY ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 ELIANA COHN 10 CHAPEL WAY STONEHAM MA 02180 NONE I SCHOLARSHIP 4000 GIOVANNI GOMEZ 20 WHIPPLE AVE STONEHAM MA 02180 NONE I SCHOLARSHIP 5000 MADISON SURETTE 34 CHESTNUT STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 5000 NATALIE MINSK 12 HERSAM STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 LILY ONEILL 19 ELMHURST ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 JILLIAN SPINALI 10 BARBARA ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 GRACE HEGARTY 75 PLEASANT STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 EMILY CROWLEY 31 WINDSOR ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 HANNAH SMITH 104 SPRING ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 7000 SOFIJA ROMANOWSKI 53 OAK STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 7000 MATTHEW KIRBY 12 NEWCOMB ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 7000 SABRINNA SACCO 1 THOMPSON POND ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 7000 GABRIELLA SACCO 1 THOMPSON POND ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 7000 ALENANDRE DUBUISSON 53A SUMMER STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 7000 JACQUELINE MACWHINNIE 37 ALBION AVE STONEHAM MA 02180 NONE I SCHOLARSHIP 8000 ALYSSA MANGINO 22 LANDERS ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 9000 ANDREW FERRANTI 16 PEABODY ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 10000 JOSEPH CELLI 31 TOWNCREST DRIVE STONEHAM MA 02180 NONE I SCHOLARSHIP 10000 SOMMER BIANCHI 14 PEBBLE PLACE STONEHAM MA 02180 NONE I SCHOLARSHIP 10000 152000 0 14 842 14 92249 18 -2247 90844 90844 false false false false false false false false false false TAX PREPARATION 8200 0 0 8200 CORPORATE BONDS 776213 791818 STOCKS & MUTUAL FUNDS 1474368 1602798 MONEY MARKET 40712 40712 435377 436066 OFFICE EXPENSES 106 0 0 106 AA DORITY - SURETY BOND 4550 0 0 4550 ADMINISTRATIVE EXPENSES 585 0 0 585 INVESTMENT ADVISORY FEES 4117 4117 0 0 TRANSACTION FEES 6 6 0 0 FOREIGN TAXES 261 261 0 0 FEDERAL INVESTMENT TAX 875 0 0 0