2023-10-03T11:47:03-05:00 2023-06-30 020330274 DAVID E TULLY & ASSOCIATES PA 20 TRAFALGAR SQUARE SUITE 202 NASHUA NH 03063 990PF 2022-07-01 141925134 THE HELENE MORGAN BABCOCK AND ALFRED BABCOCK MEMORIAL SCHOLARSHIP TRUST HELE 9782732361 PO BOX 24 DUNSTABLE MA 01827 JAKE MANNING TREASURER 9782732361 2023-10-03 1 JAKE MANNING 999009999 0 DAVID E TULLY P00000857 6038868885 2023-10-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 493981 X X 1 1 11800 11800 10688 56459 10688 22489 22489 0 0 0 2706 0 0 4045 3510 0 6751 3510 0 26000 26000 32751 3510 26000 -10262 18979 76 1 1 350 1721 1721 488929 492259 492259 489355 493981 493981 50000 50000 50000 50000 X 439355 443981 439355 443981 489355 493981 439355 -10262 14888 443981 0 443981 UBS INVESTMENT SERVICES P 2011-11-11 2022-07-31 6722 7863 -1141 -1141 UBS INVESTMENT SERVICES P 2011-11-11 2022-07-31 25359 25695 -336 -336 UBS INVESTMENT SERVICES P 2011-11-11 2022-10-31 1486 1711 -225 -225 UBS INVESTMENT SERVICES P 2011-11-11 2022-10-31 2364 2250 114 114 UBS INVESTMENT SERVICES P 2011-11-11 2023-01-31 5048 5188 -140 -140 UBS INVESTMENT SERVICES P 2011-11-11 2023-01-31 2952 3064 -112 -112 CAPITAL GAINS DIVIDENDS P 12528 12528 12528 10688 264 0 264 0 264 2500 0 0 0 2500 0 2236 280 1956 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A JAKE MANNING 9782732361 25 BEAR HILL ROAD DUNSTABLE MA 01827 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 LAUREN CHENELLE 15 HARDY STREET DUNSTABLE MA 01827 TRUSTEE 1.00 0 0 0 JAKE MANNING 25 BEAR HILL ROAD DUNSTABLE MA 01827 TRUSTEE/TREASURER 1.00 0 0 0 JAMIE CHENELLE 28 HARDY STREET DUNSTABLE MA 01827 TRUSTEE 1.00 0 0 0 PATTI STARBIRD 240 THORNDIKE STREET DUNSTABLE MA 01827 TRUSTEE/CHAIRPERSON 1.00 0 0 0 SANDY FREITER 27 PARKHURST STREET DUNSTABLE MA 01827 TRUSTEE 1.00 0 0 0 LEAH BASBANES 39 HARDY STREET DUNSTABLE MA 01827 TRUSTEE 1.00 0 0 0 LYNNE JABLONSKI 39 FRENCH COURT DUNSTABLE MA 01827 TRUSTEE 1.00 0 0 0 DEBBIE COURTNEY 51 HALL STREET DUNSTABLE MA 01827 TRUSTEE 1.00 0 0 0 DAVID STEBBINS 190 WESTFORD STREET DUNSTABLE MA 01827 TRUSTEE 1.00 0 0 0 JILL COTE 477 FOREST STREET DUNSTABLE MA 01827 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 THE TRUST AWARDED AND PAID SCHOLARSHIPS TO GRADUATING SENIORS RESIDING IN DUNSTABLE, MA AT TIME OF GRADUATION. TOTAL AMOUNT OF SCHOLARSHIPS PAID DURING YEAR 26000 0 439974 301 0 440275 0 0 440275 6604 433671 21684 21684 264 264 21420 0 21420 0 21420 26000 0 26000 21420 24921 2020 0 0 26000 24921 0 0 1079 0 0 0 0 0 0 0 0 20341 0 0 0 MORGAN BABCOCK SCHOLARSHIP TRUST PA PO BOX 24 DUNSTABLE MA 01827 9786496003 BABCOCKSCHOLARSHIPFUND@GMAIL.COM APPLICATION, 50% GRANTED BASED ON DEMONSTRATION OF FINANCIAL NEED, COMMUNITY INVOLVEMENT SCHOLARSHIP APPLICATIONS MUST BE SUBMITTED BY MARCH 1ST OF EACH YEAR ALL AWARDEES MUST BE RESIDENTS OF THE TOWN OF DUNSTABLE MASSACHUSETTS AT THE TIME THE SCHOLARSHIPS ARE AWARDED; AT LEAST 50% OF AWARDS MUST BE BASED ON NEED. JESSICA TRANFAGLIA 242 GROTON ST DUNSTABLE MA 01827 NONE NONE SCHOLARSHIP FOR FURTHERANCE OF EDUCATION 4000 JOSHUA BOOTH 302 DEPOT ST DUNSTABLE MA 01827 NONE NONE SCHOLARSHIP FOR FURTHERANCE OF EDUCATION 4000 KATHERINE EBERHARDT 27 LOWER DAM WAY DUNSTABLE MA 01827 NONE NONE SCHOLARSHIP FOR FURTHERANCE OF EDUCATION 4000 ANNALIESE CARNEY 270 DEPOT STREET DUNSTABLE MA 01827 NONE NONE SCHOLARSHIP FOR FURTHERANCE OF EDUCATION 2000 ASHLEY SAMPSON 12 BRITTANY LANE DUNSTABLE MA 01827 NONE NONE SCHOLARSHIP FOR FURTHERANCE OF EDUCATION 2000 CARTER PURANANANDA 338 POND STREET DUNSTABLE MA 01827 NONE NONE SCHOLARSHIP FOR FURTHERANCE OF EDUCATION 2000 JENNA BEAUCHAIN 7 SKY TOP LANE DUNSTABLE MA 01827 NONE NONE SCHOLARSHIP FOR FURTHERANCE OF EDUCATION 4000 KIMBERLY HARDING 274 PLEASANT STREET DUNSTABLE MA 01827 NONE NONE SCHOLARSHIP FOR FURTHERANCE OF EDUCATION 2000 SYLVIA HAN 132 ADAMS STREET DUNSTABLE MA 01827 NONE NONE SCHOLARSHIP FOR FURTHERANCE OF EDUCATION 2000 26000 JOSHUA BOOTH 302 DEPOT ST DUNSTABLE MA 01827 NONE NONE SCHOLARSHIP FOR FURTHERANCE OF EDUCATIONP 4000 JENNA BEAUCHAIN 302 DEPOT ST DUNSTABLE MA 01827 NONE NONE SCHOLARSHIP FOR FURTHERANCE OF EDUCATION 12000 KATHERINE EBERHARDT 27 LOWER DAM WAY DUNSTABLE MA 01827 NONE NONE SCHOLARSHIP FOR FURTHERANCE OF EDUCATION 8000 RACHEL YOUNG 94 CENTURY WAY DUNSTABLE MA 01827 NONE NONE SCHOLARSHIP FOR FURTHERANCE OF EDUCATION 16000 COLE BEIGEL 259 KEMP STREET DUNSTABLE MA 01827 NONE FURTHERANCE OF EDUCATION 2000 KYLA HUGHES 1 TRASK WAY DUNSTABLE MA 01827 NONE FURTHERANCE OF EDUCATION 2000 TAYJA SINCLAIR ADAMS 637 PLEASANT STREET DUNSTABLE MA 01827 NONE FURTHERANCE OF EDUCATION 2000 DYLAN PARADISE 627 PLEASANT STREET DUNSTABLE MA 01827 NONE FURTHERANCE OF EDUCATION 2000 SYDNEY PRESCOTT 10 DOGWOOD LANE DUNSTABLE MA 01827 NONE FURTHERANCE OF EDUCATION 2000 50000 1 11800 10688 0 0 22489 22489 1E AMOUNTS CONTRIBUTED TO THIS TRUST ARE INVESTED WITH A QUALIFIED FINANCIAL MANAGEMENT GROUP: EARNINGS, SUCH AS INTEREST INCOME REPORTED ABOVE WILL BE USED TO PROVIDE SCHOLARSHIPS TO DESERVING STUDENTS RESIDING IN THE TOWN OF DUNSTABLE MA. AT THE TIME OF 0 0 0 0 0 0 0 0 0 0 UBS FINANCIAL SERVICES AT COST 492259 492259 INVESTMENT FEES PAID 3510 3510 0 FILING FEES: MASSACHUSETTS 35 0 0 POSTAGE/MISCELLANEOUS 500 0 0 CHANGE IN UNREALIZED GAIN(LOSS) 14888 FEDERAL TAXES 2706 0 0