2021-06-07T12:39:43-04:00 2020-12-31 043089209 Jeffrey A Morgen CPA 727 Washington Street Newton MA 02458 990PF 2020-01-01 387186447 WILLIAM AND NANCY KIRK SCHOLARSHIP FUND TRUST WILL 92 MONTVALE AVE STE 2700 STONEHAM MA 02180 DAVID APTAKER TRUSTEE 7814385222 2021-04-28 false DAVID APTAKER JEFFREY A MORGEN CPA P00370320 6172442760 2021-06-07 X 0 00 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 3256360 X X 593 593 73841 73841 7446 968092 7446 81880 81880 5450 5450 3194 9185 5545 3640 17829 5545 9090 167000 167000 184829 5545 176090 -102949 76335 0 134966 26450 26450 80000 80000 80000 2328 2328 1274166 1283692 3026291 1755363 1863890 3241257 3138307 3256360 0 0 X 3241257 3138307 3241257 3138307 3241257 3138307 3241257 -102949 3138308 1 3138307 FIDELITY 8200 - SEE ATTACHED P 2020-12-16 67827 68056 -229 -229 FIDELITY 8200 - SEE ATTACHED P 2020-07-02 900125 892453 7672 7672 15 UNIT MOTORS LIQUIDATION COMPANY P 140 137 3 3 7446 -226 1061 0 1061 0 1061 990 1300 2290 1229 1229 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 167000 PROCEDURES AS SUBMITTED WITH FORM 1023 APPLICATION 0 NONE 0 3044145 443723 80000 3567868 0 3567868 53500 3514368 175718 175718 1061 1061 174657 174657 174657 176090 176090 176090 174657 7837 7837 176090 174657 1433 9270 0 9270 7837 1433 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. DANIEL COSTA 6 ASPEN LANE STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 MAX DAVIS 91 SUMMER STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 ISABELLA GUARINO 18 OAK STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 CHRISTOPHER GREEN 18 CROSBY STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 COLLEEN GREEN 18 CROSBY STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 TREVOR LOPINSKY 30 STEWARD ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 JACLYN TAMMARO 70 WESTWOOD ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 VIKTORIA WORTHEN-SLUZ 119 ELM STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 KEARA CRONIN 11 KIMBALL DRIVE STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 GIUSEPPE AZZARELLO 4 AVALON ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 UDAY PATEL 180 CENTRAL STREET APT 6 STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 EMILY DALY 5 CITATION AVE STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 NICOLE EUSTACE 5 THERESA ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 ELISE AURIEMMA 73A SPRING STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 ISABELLA SYLVESTER 10 EASTERN AVE STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 JONATHAN WHOOLEY 16 RUSTIC AVE STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 CHRISTIAN SAPIENZA 3 WEST STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 SETH RUSSELL 224 PARK STREET APT C12 STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 MICHAEL DALY 32 KEENE STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 JOSEPH BALIESTIERO 45 BONAD STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 NICHOLAS FRIETAS 49 PENNY LANE STONEHAM MA 02180 NONE I SCHOLARSHIP 4000 JAMES KOROWSKI 34 KEENE STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 4000 ALLYSON PORTER 81 WASHINGTON STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 4000 SARAH MCGINNESS 4 GREG ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 4000 CATHERINE SEIBOLD 1 TOMS WAY STONEHAM MA 02180 NONE I SCHOLARSHIP 4000 KAYLEY ELLIS 5 MARDIN LANE STONEHAM MA 02180 NONE I SCHOLARSHIP 4000 MICHAEL NASR 7 ELM STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 5000 MAYA CUNNINGHAM 42 PERKINS STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 5000 ALEX MOREIRA 1 HALL ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 5000 MATTHEW FISH 4 ARICIA LANE STONEHAM MA 02180 NONE I SCHOLARSHIP 5000 SYDNEY NEWCOMB 25 SUMMIT ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 5000 AMY RYAN 242 NORTH STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 5000 KHUSHI GHAI 33 WILLIAM STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 TARA HARTE 12 ALDEN AVE STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 MARTIN KERANS 30 MARBLE STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 SOPHIA PERILLO 1 HIGHLAND AVE STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 DIANA DITULLIO 8 STOCKWELL ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 ANNA NICOLETTI 2 BROOKRIDGE ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 7000 KAYLA PLUSQUELLIC 7 THOMPSON POND ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 7000 DIANNE NEWCOMB 25 COTTAGE STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 7000 LEA SOLH 26 CRYSTAL DRIVE STONEHAM MA 02180 NONE I SCHOLARSHIP 7000 LUKE FOLEY 43 ISABELLA STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 7000 167000 0 14 593 14 73841 18 7446 81880 81880 false false false false false false false false false false TAX PREPARATION 5450 0 0 5450 STOCKS 1215415 1307716 MUTUAL FUNDS 452422 468648 MONEY MARKET 87526 87526 1274166 1283692 ROUNDING 1 POST OFFICE 143 0 0 143 AA DORITY 2810 0 0 2810 BOND PREMIUM AMORTIZATION 4552 4552 0 0 ADMINISTRATIVE EXPENSES 540 0 0 540 MISCELLANEOUS EXPENSES 147 0 0 147 INVESTMENT ADVISORY FEES 993 993 0 0 FOREIGN TAXES 224 0 0 0 FEDERAL INVESTMENT TAX 2970 0 0 0