2023-08-14T06:59:20-07:00 2022-12-31 043215625 Vallas & Arrison PC 312 Great Road Littleton MA 01460 990PF 2022-01-01 046922636 The Joseph & Agatha Sicari Charitable Trust JOSE 9783681200 PO Box 307 Shrewsbury MA 01545 David Taylor Trustee 2023-08-14 true David Taylor 999009999 true Thomas Arrison CPA P00058582 9784869855 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 0 X X 268257 268257 268257 44400 346514 44400 880 313537 312657 268257 49000 24500 24500 2500 2500 122100 122100 6523 1562 4961 1590 1590 181713 148162 33551 0 505200 505200 686913 148162 33551 505200 -373376 164495 234706 11741 46179 182028 67346 1645196 1742318 1645196 2893159 2696841 33055 33923 4862301 4489485 0 2500 2500 2500 2500 X 4859801 4486985 4859801 4486985 4862301 4489485 4859801 -373376 560 4486985 4486985 nfs ST - Covered P 2021-01-22 2022-01-03 2326 3007 -681 -681 NFS LT Covered P 2014-01-29 2022-04-13 780 1216 -436 -436 NFS LY Noncovered P 2009-12-10 2022-04-13 54858 52814 2044 2044 LPL LT Covered P 2021-04-07 2022-10-27 208844 220443 -11599 -11599 LPL LT Non covered P 2009-12-10 2022-05-25 79706 24634 55072 55072 44400 -681 2286 2286 2286 4400 4400 2114 2114 false false false false false false false true true true false false false false true N/A David Taylor 9783681200 PO Box 307 Shrewsbury MA 01545 false false false false false false false false false false false false false false false false false false false false false false David Taylor 35 Julio Drive Apt 417 Shrewsbury MA 01545 Trustee 5.00 0 NONE B Riley Management 40 S Main Street Suite 1800 Memphis TN 38103 Investment Management 40518 LPL Financial 1055 LPL Way Fort Mill SC 29715 Investment Management 81582 Grants Made to Ten 501(c)(3) organizations. 0 7577354 31730 1731317 9340401 0 9340401 140106 9200295 460015 460015 2286 2286 457729 457729 457729 505200 505200 457729 37570 134243 94227 84470 39696 390206 505200 0 457729 47471 437677 0 37570 400107 134243 94227 84470 39696 47471 Davis Taylor Trustee 141 Kendall Hill Road Sterling MA 01564 9783681200 No Predetermined Forms None None Friends of Ellen M Leach Memorial H One Colonial Circle Brewer ME 04412 None General Purposes 110000 Holden Christian Academy 279 Reservoir Road Holden MA 01520 None General Purposes 60000 Mission E4 Inc 20 Havana Road Worcester MA 01603 None General Purposes 205200 Missionaries 2 Marriages C/o DeMott 10700 W 104th Ave Westminister CO 80021 None General Purposes 35000 Ducks on a Pond 197 Friend Street Boston MA 02114 None General Purposes 50000 Robbins Instiute of Speech 1900 West Park Drive Suite 280 Westborough MA 01581 None General Purposes 25000 Regenerating Life Ministries PO Box 1355 Fatetteville GA 30214 None General Purposes 20000 505200 14 268257 44400 Miscellaneous Income 1 880 269137 44400 313537 4 Dividend and interest income is used to make distributions to various tax exempt organizations. 8 Proceeds from the sale of investments are used to make distributions to various tax exempt organizations. 11 Miscellaneous income is used to make distributions to various tax exempt organizations. false false false false false false false false false false Tax Preparation 2500 0 2500 0 Dues and Subscriptions 1590 1590 Miscellaneous Income 880 Miscellaneous 560 Investment Management Fees 122100 122100 0 0 Federal Estimates 1100 1100 Federal Investment Tax 3861 3861 Foreign Taxes 1562 1562