2022-06-02T17:06:06-04:00 2021-12-31 043089209 Jeffrey A Morgen CPA 33 Lyman St Suite 205 Westborough MA 01581 990PF 2021-01-01 387186447 WILLIAM AND NANCY KIRK SCHOLARSHIP FUND TRUST WILL 92 MONTVALE AVE STE 2700 STONEHAM MA 02180 DAVID APTAKER TRUSTEE 7814385222 2022-05-23 false DAVID APTAKER XXX-XX-XXXX JEFFREY A MORGEN CPA P00370320 6172442760 2022-06-02 X 0 00 AAL2 IAL1 2021 2022-09-23 18:48:47Z X 3368446 X X 160 160 74468 74468 -1684 235100 72944 74628 6600 6600 1552 252 9618 5136 4482 17770 5388 11082 154000 154000 171770 5388 165082 -98826 69240 0 26450 14228 14228 80000 80000 80000 2328 282 282 1274166 1274718 1278680 1755363 1670253 1995256 3138307 3039481 3368446 0 0 X 3138307 3039481 3138307 3039481 3138307 3039481 3138307 -98826 3039481 3039481 15 UNITS MOTORS LIQUIDATION COMPANY D 2018-02-12 2021-03-29 31 31 200 UNITS GENERAL MOTORS CORP ESCRO D 2018-02-12 2021-03-30 1 1 400 UNITS GENERAL MOTORS CORP ESCRO D 2018-02-12 2021-03-30 1 1 1200 SHS EXXON MOBIL CORP D 2018-02-12 2021-07-13 73482 91704 -18222 400 SHS PEPSICO INC D 2018-02-12 2021-07-13 59744 44772 14972 300 SHS VERIZON COMMUNICATIONS D 2018-02-12 2021-07-13 16841 15033 1808 36 UNITS FRONTIER COMMUNICATIONS D 2018-02-12 2021-05-04 275 -275 30K MASS STATE FED HWY GRANT BONDS P 2020-07-27 2021-06-15 30000 30000 30K MASS STATE TRANSN FUND BONDS P 2020-07-21 2021-06-24 30000 30000 10K PLYMOUTH MASS GENL OBL BONDS P 2020-07-21 2021-05-03 10000 10000 15K PLYMOUTH MASS GENL OBLG BONDS P 2020-07-29 2021-05-17 15000 15000 -1684 962 0 962 0 962 1229 750 1979 1017 1017 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 154000 PROCEDURES AS SUBMITTED WITH FORM 1023 APPLICATION 0 NONE 0 3130458 108623 80000 3319081 0 3319081 49786 3269295 163465 163465 962 962 162503 162503 162503 165082 165082 162503 7837 1433 9270 165082 162503 2579 11849 0 11849 7837 1433 2579 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. SEBASTIAN BERNIAC 21 SUNRISE AVENUE STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 SAMANTHA REXRODE 28 LINCOLN STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 SCHUYLER MCCULLOUGH 7 PERKINS STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 MARY-ROSE OMELIA 99 FOREST STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 DAVID NICOLLETTI 8 BROOKBRIDGE ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 ISABELLA FERRANTI 16 PEABODY ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 5000 ALYSON SIMPSON 9 MARGARET ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 5000 GWYNETH KIRBY 12 NEWCOMB ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 5000 ADAM JOSEPHSON 18 MAURIELLO DRIVE STONEHAM MA 02180 NONE I SCHOLARSHIP 7000 ALYSSA CHIODI 11 WASHINGTON STREET STONEHAM MA 02180 NONE I SCHOLASHIP 8000 CONNOR ONEILL 19 ELMHURST ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 8000 JOANNE SPIRO 3 CRICKLEWOOD DRIVE STONEHAM MA 02180 NONE I SCHOLARSHIP 9000 EMILY LAURETANO 56 BOW STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 9000 OLIVIA WEST 40 LINCOLN STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 9000 LINDSAY GORHAM 33 FIELDSTONE DRIVE STONEHAM MA 02180 NONE I SCHOLARSHIP 9000 ELISE MCALLISTER 18 WASHINGTON STREET STONEHAM MA 02180 NONE I SCHOLASRHIP 10000 EZRA WALSH 31 SEWARD ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 10000 ADAM LARZELERE 12 PHILIPS ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 10000 MARIA LATERZA 8 S HILLSIDE STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 10000 JOHN PAGLIARULO 140 POND STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 12000 EMMA KILBRIDE 5 CHASE ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 14000 154000 0 14 160 14 74468 18 -1684 72944 72944 false false false false false false false false false false TAX PREPARATION 6600 0 0 6600 STOCKS & MUTUAL FUNDS 1630489 1955492 MONEY MARKET 39764 39764 1274718 1278680 OFFICE EXPENSES 72 0 0 72 AA DORITY - SURETY BOND 2810 0 0 2810 ADMINISTRATIVE EXPENSES 1600 0 0 1600 INVESTMENT ADVISORY FEES 5136 5136 0 0 FOREIGN TAXES 252 252 0 0 FEDERAL INVESTMENT TAX 1300 0 0 0