2017-08-18T11:15:43-07:00 2016-12-31 Vallas & Arrison PC 312 Great Road Littleton MA 01460 990PF 2016-01-01 046922636 The Joseph & Agatha Sicari Charitable Trust JOSE 9783681200 141 Kendall Hill Road Sterling MA 01564 David Taylor Trustee 2017-08-18 true Thomas Arrison CPA P00058582 9784869855 2016 2021-01-29 14:40:06Z X 8743490 X X 313612 313612 236797 788252 236797 1017 1017 551426 551426 49000 24500 2400 1200 89337 89337 9516 677 750 151003 115714 0 406000 406000 557003 115714 406000 -5577 435712 59485 10822 10822 213416 597793 597793 2180276 2180276 2180276 2524937 3395933 3275334 5561325 198727 47172 48613 48613 1226 6096235 6112838 8743490 2400 8714 2400 8714 X 6093835 6104124 6093835 6104124 6096235 6112838 6093835 -5577 15866 6104124 6104124 500 Delphi Automotive PLC P 2016-01-01 2016-08-25 33539 31363 2176 2176 200 Cummins Inc P 2015-12-22 2016-07-26 22000 17662 4338 4338 500 Emerson Electric P 2016-01-07 2016-07-27 28178 22806 5372 5372 500 Walmart Stores P 2016-01-01 2016-05-19 34406 33709 697 697 3000 General Mtrs P 2001-01-01 2016-11-14 102851 103990 -1139 -1139 500 Blackstone Group LP P 2014-11-20 2016-07-06 11386 15976 -4590 -4590 200000 Microsoft Corp Fixed Rt Nt 2.5% P 2011-02-16 2016-02-08 200000 200000 4000 Proctor & gamble Co P 2001-01-01 2016-09-20 355143 125949 229194 229194 From K-1 - The Blackstone Group LP P 2001-01-01 2016-01-01 749 749 749 236797 12583 false 423026 7503702 0.05638 452723 8204836 0.05518 396697 7962302 0.04982 370000 8187874 0.04519 361400 7329451 0.04931 0.255873 0.051175 8079762 413482 4357 417839 406000 8714 8714 8714 2400 2400 6314 false false false false false false false false true true true false false false false true N/A David Taylor 9783681200 141 Kendall Hill Road Sterling MA 01564 false false false false false false false false false false false false false false false false false false false false false false false false false false David Tayrol 141 Kendall Hill Road Sterling MA 01564 Trustee 5.00 49000 NONE Cambridge Trust Advisors 31 Washington Street Wellesley MA 02401 Investment Mngmnt 89337 Grants Made to Ten 501(c)(3) organizations. 406000 5613467 409061 2180276 8202804 0 8202804 123042 8079762 403988 403988 8714 8714 395274 395274 395274 406000 406000 406000 395274 5188 49075 52589 106852 406000 0 395274 10726 117578 0 117578 5188 49075 52589 10726 Davis Taylor Trustee 141 Kendall Hill Road Sterling MA 01564 9783681200 No Predetermined Forms None None 21 International Inc PO Box 150909 Lakewood CO 80215 None General Purposes 165000 Ducks on the Pond Realty Inc 80 Route 125 Kingston NH 03848 None General Purposes 25000 Ellen M Leach Memorial Home One Colonial Circle Brewer ME 04412 None General Purposes 43000 Holden Christian Academy 279 Reservoir Road Holden MA 01520 None General Purposes 43000 Marjot Foundation Inc 28 Widgeon Road Falmouth MA 02540 None General Purposes 5000 Mission E4 Inc 20 Havana Road Worcester MA 01603 None General Purposes 71000 Missionaries 2 Marriages C/o DeMott 10700 W 104th Ave Westminister CO 80021 None General Purposes 20000 New Creation Healing Center 80 Route 125 Kingston NH 03848 None General Purposes 9000 ReGenerating Life Ministries Inc P O Box 1355 Fayetteville GA 30214 None General Purposes 10000 Robbins Institute for Speech Correc 141 Kendall HIll Road Sterling MA 01564 None General Purposes 15000 406000 14 313612 18 236797 Miscellaneous Income 1 1017 551426 551426 4 Dividend and interest income is used to make distributions to various tax exempt organizations. 8 Proceeds from the sale of investments are used to make distributions to various tax exempt organizations. 11 Miscellaneous income is used to make distributions to various tax exempt organizations. false false false false false false false false false false Accounting Fees 2400 1200 0 0 Publicly Traded Securities 3275334 5561325 Eagle Realty AT COST 48613 48613 Dues and Subscriptions 750 Miscellaneous Income 1017 1017 Child Carr LLC 450000 Dunamis LLP 1305276 Trail Ridge 425000 Investment Management Fees 89337 89337 0 0 Federal Excise Taxes 8714 Foreign Taxes 677 677 State Filing Fees 125