2020-07-30T14:13:10-04:00 2019-12-31 043089209 Jeffrey A Morgen CPA 727 Washington Street Newton MA 02458 990PF 2019-01-01 387186447 WILLIAM AND NANCY KIRK SCHOLARSHIP FUND TRUST WILL 92 MONTVALE AVE STONEHAM MA 02180 DAVID APTAKER TRUSTEE 7814385222 2020-07-02 false JEFFREY A MORGEN CPA P00370320 6172442760 2020-07-30 X 2019 2022-09-23 18:48:47Z X 3431197 X 20000 1020 1020 97999 97999 -5 5000 119014 99019 5275 5275 1916 4326 4326 11517 0 9601 129000 129000 140517 0 138601 -21503 99019 0 14553 134966 134966 80000 80000 3248207 3026291 3216231 3262760 3241257 3431197 0 0 X 3248207 3248207 14553 -6950 3262760 3241257 3262760 3241257 3262760 -21503 3241257 3241257 5000 SHS MASSACHUSETTS ST HEALTH D 2018-02-12 2019-08-30 5000 5005 -5 -5 -5 72257 2808848 0.025725 98000 10424 9.401381 9.427106 4.713553 3285295 15485412 990 15486402 138601 1980 0 1980 0 1980 2970 2970 990 990 false false false false false false false true true MA true false true 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 129000 PROCEDURES AS SUBMITTED WITH FORM 1023 APPLICATION 0 NONE 0 3225623 79702 30000 3335325 0 3335325 50030 3285295 164265 164265 1980 1980 162285 162285 162285 138601 138601 138601 162285 31521 31521 138601 138601 23684 23684 7837 0 7837 7837 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. SHAWNA PAONESSA 36 FIELDSTONE DRIVE STONEHAM MA 02180 NONE I SCHOLARSHIP 5000 GANDI MYAGMARJAV 15 WAVERLY STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 JANE BUFFO 6 COUNTRY CLUB ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 ANGELA DILEO 22 MAPLE STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 TAIMA EL-MEJJASY 3 MACONE CIRCLE STONEHAM MA 02180 NONE I SCHOLARSHIP 4000 BRIDGET TRACY 5 HIGH STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 5000 MEGAN RIBAUDO 20 NEWCOMB ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 ELI YODER 113 PARK STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 ALYSSA MCCARTHY 2 FELSPA ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 KEVIN MCSHANE 2 MARION STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 GIANNA BEAUCLAIR 7 SPRUCE STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 JILLIAN FLYNN 56 BUTLER AVENUE STONEHAM MA 02180 NONE I SCHOLARSHIP 4000 BENJAMIN LIPMAN 21 POND STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 JOHN MURPHY 16 WAVERLY STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 4000 SOFYA SAVCHENKOVA 179 FRANKLIN STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 LAUREN GOULD 82 PINE STREET APT 3 STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 LINDSEY DESAMEAU 68 MAIN STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 4000 DAVID LEVINE 21 FIELDSTONE DRIVE STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 EOIN DOOLEY 65 HANCOCK STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 ASHLEY DESAMEAU 68 MAIN STREET APT 17C STONEHAM MA 02180 NONE I SCHOLARSHIP 4000 ALYSSA ERAMO 51 WALSH AVENUE STONEHAM MA 02180 NONE I SCHOLARSHIP 2000 MEGHAN LAPERY 7 ALDEN AVENUE STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 GRACE GILL 21 MYRTLE STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 5000 CAMERON RUSSO 43 ELLEN ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 GABRIELA BERNIAC 21 SUNRISE AVENUE STONEHAM MA 02180 NONE I SCHOLARSHIP 6000 NICOLE ARONSON 382 WILLIAM STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 8000 CZENILRIENE SANTANDER 17 PENTO ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 8000 ANGELA MCKENZIE 14 GERRY STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 8000 CHLOE DISCIPIO 15 SHERWOOD ROAD STONEHAM MA 02180 NONE I SCHOLARSHIP 8000 HEER PATEL 30 WINSHIP DRIVE STONEHAM MA 02180 NONE I SCHOLARSHIP 8000 ADSYN KILTY 6 ROWE STREET STONEHAM MA 02180 NONE I SCHOLARSHIP 3000 129000 0 14 1020 14 97999 18 99019 99019 false false false false false false false false false false X X 1 WILLIAM KIRK ESTATE 92 MONTVALE AVE STONEHAM MA 02180 20000 X TAX PREPARATION 5275 0 0 5275 STOCKS 1215553 1397346 BONDS 0 0 MUTUAL FUNDS 1327772 1335919 MONEY MARKET 482966 482966 POST OFFICE 251 0 0 251 AA DORITY 2810 0 0 2810 FILING FEE 500 0 0 500 ADMINISTRATIVE EXPENSES 735 0 0 735 MISCELLANEOUS EXPENSES 30 0 0 30 WILLIAM KIRK ESTATE 92 MONTVALE AVE STONEHAM MA 02180 FOREIGN TAXES 216 0 0 0 FEDERAL INVESTMENT TAX 1700 0 0 0