2025-07-31T13:56:39-04:00 2024-12-31 043089209 Jeffrey A Morgen CPA 33 Lyman St Suite 205 Westborough MA 01581 990PF 2024-01-01 387186447 WILLIAM AND NANCY KIRK SCHOLARSHIP FUND TRUST % DAVID APTAKER WILL 7814385222 92 MONTVALE AVE STE 2800 STONEHAM MA 02180 DAVID APTAKER TRUSTEE 7814385222 2025-06-02 false true JEFFREY A MORGEN CPA P00370320 6172442760 2025-07-31 X 2024 2025-03-06 01:10:19Z X 3044275 X X 867 867 104770 104770 56272 627540 56272 161909 161909 9200 9200 2280 265 5370 4890 480 16850 5155 9680 142000 142000 158850 5155 151680 3059 156754 0 22676 8628 8628 40000 40149 40149 748 131 131 717795 786145 751513 1232662 1183329 1464573 776213 765701 770211 9070 9070 2790094 2793153 3044275 0 0 X 2790094 2793153 2790094 2793153 2790094 2793153 2790094 3059 2793153 2793153 200 SHS ASTRAZENCA PLC P 2021-10-11 2024-06-25 15848 12255 3593 3593 356856 SHS EXXON MOBIL P 2018-01-01 2024-06-25 39999 27271 12728 12728 300 SHS JPMORGAN CHASE & CO P 2018-01-01 2024-06-25 59341 33522 25819 25819 1240 SHS MURPHY OIL CORP P 2018-01-01 2024-06-25 49450 33852 15598 15598 900 SHS NEW JERSEY RES CORP P 2018-01-01 2024-06-25 37907 34425 3482 3482 742942 SHS VERIZON COMMUNICATIONS P 2018-01-01 2024-06-25 29999 37228 -7229 -7229 FIDELITY ACCT 4232 - SEE ATTACHED P 2018-01-01 2024-12-31 394996 392715 2281 2281 56272 2179 0 2179 0 2179 1767 2600 4367 2188 2188 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 142000 NONE 0 0 2886414 102554 43537 3032505 0 0 3032505 45488 2987017 149351 149351 2179 2179 147172 147172 147172 151680 151680 147172 1433 2579 14671 22641 41324 151680 147172 4508 45832 0 45832 1433 2579 14671 22641 4508 DAVID APTAKER TRUSTEE 92 MONTVALE AVE SUITE 2800 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 OF STONEHAM FOR A PERIOD OF 2 YEARS PRIOR TO THEIR GRADUATION DATE. JASMINE ANIELLO 15 ELIZABETH ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 ASJA ANIELLO 16 ELIZABETH ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 JAKOB UTTER 43 HIGH STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 ANTHONY THOMAS ROMANOW 9 DRUMMOND ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 AMANDA FARREN 33 LAWNDALE ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 GRACE BONNER 92 WASHINGTON STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 TEAGAN MCCULLOUGH 7 PERKINS STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 COLBIE OBRIEN 27 SUNRISE AVENUE STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 KATHALEEN HUYNH 4 CRESCENT AVENUE STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 ROSE HERBECK 52 MAIN STREET APT 1M STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 BRIANNA PIZZI 21 CABOT ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 5000 ANTHONY ARENA 533 MAIN STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 5000 ANDREW PETERS COLLINOTE STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 5000 ANDERSON ILLANES 472 B MAIN STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 5000 JULIANNE IANNIBELLI 3 LARSON LANE STONEHAM MA 02180 NONE I SCHOLARSHIP 5000 JULIA DADDIO 18 COUNTRY CLUB ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 5000 JENNA DADDIO 18 COUNTRY CLUB ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 5000 EVELINA BULTER FRANCO 14 BEAR HILL ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 GABRIELLE SURETTE 3 STONEHILL DRIVE APT 3K STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 GIANNA LAURENTANO 56 BOW STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 SHARI LIPMAN 21 POND STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 GRACE AZZARELLO 4 AVALON ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 OLUGBOLADE ASUPOTO 76 PERKINS STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 8000 JILLIAN MCAULEY 21 ROWE HILL ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 8000 SHAUDI FATEMI 19 DEWITT ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 8000 TIMUR GRAY 8 RAFFERTY ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 10000 KATHERINE MILLETT 29 KEENE STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 10000 MELIS BALOGLU 8 BENJAMIN TERRACE STONEHAM MA 02180 NONE I SCHOLARSHIP 10000 142000 0 14 867 14 104770 18 56272 161909 161909 false false false false false false false false false false TAX PREPARATION 9200 0 0 9200 CORPORATE BONDS 500303 509961 MORTGAGE SECURITIES 265398 260250 STOCKS & MUTUAL FUNDS 1063974 1345218 MONEY MARKET FUNDS 119355 119355 499337 493501 MISCELLANEOUS RECEIVABLE 0 9070 9070 OFFICE EXPENSES 30 0 0 30 FILING FEES 70 0 0 70 ADMINISTRATIVE EXPENSES 380 0 0 380 INVESTMENT ADVISORY FEES 4886 4886 0 0 TRANSACTION FEES 4 4 0 0 FOREIGN TAXES 265 265 0 0 FEDERAL INVESTMENT TAX 2015 0 0 0