2023-05-30T11:32:16-04:00 2022-12-31 043089209 Jeffrey A Morgen CPA 33 Lyman St Suite 205 Westborough MA 01581 990PF 2022-01-01 387186447 WILLIAM AND NANCY KIRK SCHOLARSHIP FUND TRUST WILL 92 MONTVALE AVE STE 2700 STONEHAM MA 02180 DAVID APTAKER TRUSTEE 7814385222 2023-05-19 false DAVID APTAKER XXX-XX-XXXX JEFFREY A MORGEN CPA P00370320 6172442760 2023-05-30 X 0 00 AAL2 IAL1 2022 2023-04-26 12:10:37Z X 2978278 X X 302 302 74413 74413 -72256 1489664 198 2459 74715 198 4925 4925 1007 257 9058 5333 3725 14990 5590 8650 157000 157000 171990 5590 165650 -169531 69125 198 14228 66723 66723 80000 40000 40000 282 4828 4828 1274718 0 1670253 1677734 1788955 1080665 1077772 3039481 2869950 2978278 0 0 X 3039481 2869950 3039481 2869950 3039481 2869950 3039481 -169531 2869950 2869950 MUNICIPAL BONDS - SEE ATTACHED 8200 D 117195 121398 -4203 -4203 MUNICIPAL BONDS - SEE ATTACHED 4232 D 1165828 1280570 -114742 -114742 BONDS - SEE ATTACHED 432 P 1975 1777 198 198 INVESTMENTS - SEE ATTACHED 0369 D 204666 158175 46491 46491 -72256 198 961 0 961 0 961 1071 875 1946 985 985 false false false false false false false true true MA true false false false false true DAVID APTAKER 7814385222 92 MONTVALE AVE SUITE 2700 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 2700 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 157000 NONE 0 2886988 158079 40000 3085067 0 3085067 46276 3038791 151940 151940 961 961 150979 150979 150979 165650 165650 150979 7837 1433 2579 11849 165650 150979 14671 26520 0 7837 18683 1433 2579 14671 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. GRACE AURIEMMA 73 SPRING ST APT A STOMEHAM MA 02180 NONE I SCHOLARSHIP 2000 JACK IANNIBELLI 3 LARSON ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 LILIANA GUARINO 1 ARCHPOINT CIR APT 410 STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 KEITH SEREDA 25 GOVERNOR ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 JONATHAN DIPRIZIO 3 HIGH ROCK ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 KEENAN PORTER 81 WASHINGTON STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 4000 JACOB FACTOR 76 WILLIAM STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 5000 GIULIANA TEEBAGY 12 ARICIA LANE STONEHAM MA 02180 NONE I SCHOLARSHIP 5000 GIOVANNI LEONE 5 SCHIAPPA CIRCLE STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 JAMES SCALLY 21 SKYWOOD DRIVE STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 BRIDGET HALEY 61 PENNY LANE STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 DANTE ILLANES 472 MAIN STREET UNIT B STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 THOMAS OGRADY 29 ALDEN AVENUE STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 RACHEL NORRIS 13 R CEDAR AVENUE STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 KATRINA HADDAD 16 LINDENWOOD ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 SARAH NORRIS 13 R CEDAR AVENUE STONEHAM MA 02180 NONE I SCHOLARSHIP 7000 SEAN RILEY 207 NORTH STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 7000 WILLIAM MAURER 19 FOREST STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 7000 CAROLINE COURTNEY 34 LAWNDALE ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 7000 MARGARET AZZERELLO 4 AVALON ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 7000 JULIA MALONSON 6 MAGNOLIA TERRACE STONEHAM MA 02180 NONE I SCHOLARSHIP 7000 MARGARET PETERS 54 COLLINCOTE STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 8000 NICOLE THERIAULT 6 HARRISON STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 8000 SERENA GRILLO 49 BROOKBRIDGE ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 9000 JAMES CELLI 79 WESTWOOD ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 10000 MARANDA BIANCHI 14 PEBBLE PLACE STONEHAM MA 02180 NONE I SCHOLARSHIP 12000 157000 0 14 302 14 74413 18 -119144 -44429 -44429 false false false false false false false false false false TAX PREPARATION 4925 0 0 4925 CORPORATE BONDS & NOTTES 1080665 1077772 STOCKS & MUTUAL FUNDS 1487139 1598360 MONEY MARKET 190595 190595 0 0 OFFICE EXPENSES 57 0 0 57 AA DORITY - SURETY BOND 2810 0 0 2810 ADMINISTRATIVE EXPENSES 858 0 0 858 INVESTMENT ADVISORY FEES 5333 5333 0 0 FOREIGN TAXES 257 257 0 0 FEDERAL INVESTMENT TAX 750 0 0 0