2024-06-03T08:27:57-05:00 2023-09-30 141555429 UHY ADVISORS NORTHEAST INC 14 WEST PLAIN STREET WAYLAND MA 01778 990PF 2022-10-01 046049519 SOCIETY OF COLONIAL WARS IN THE COMMONWEALTH OF MA SOCI 6173571775 227 COMMONWEALTH AVE BOSTON MA 02116 WILLIAM MOWRY MANN TREASURER 6173571775 2024-06-03 1 WILLIAM MOWRY MANN XXX-XX-XXXX 0 MICHAEL A CLEMENTS CPA P00108173 5086501122 2024-06-03 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 2233700 X 24421 X 45359 45359 45359 68 68 68 0 62485 0 62485 132333 45427 107844 0 0 0 0 4385 0 0 4385 6551 0 0 6551 28000 0 0 28000 44445 0 0 44445 3638 0 0 3638 9371 0 0 9371 96390 0 0 96390 33000 33000 129390 0 0 129390 2943 45427 107844 22727 25029 25029 106833 100333 100333 836244 842745 1458157 724356 724356 650181 1690160 1692463 2233700 0 0 X 1690160 1692463 1690160 1692463 1690160 1692463 1690160 2943 0 1693103 640 1692463 CAPITAL GAINS DIVIDENDS P 68 68 68 68 0 631 0 631 0 631 0 0 0 0 0 34 665 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 1 0 0 0 1 WWW.SCWMA.ORG WILLIAM MOWRY MANN 6177773850 227 COMMONWEALTH AVE BOSTON MA 02116 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL F AYLWARD 227 COMMONWEALTH AVE BOSTON MA 02116 PRESIDENT 1.00 0 0 0 WILLIAM MOWRY MANN 227 COMMONWEALTH AVE BOSTON MA 02116 TREASURER 2.00 0 0 0 PETER E MADSEN 227 COMMONWEALTH AVE BOSTON MA 02116 SECRETARY 1.00 0 0 0 RYAN J WOODS 227 COMMONWEALTH AVE BOSTON MA 02116 CLERK 1.00 0 0 0 ERIC P HAYES 227 COMMONWEALTH AVE BOSTON MA 02116 VICE PRESIDENT 1.00 0 0 0 PETER E DRISCOLL 227 COMMONWEALTH AVE BOSTON MA 02116 ASST. TREASURER 1.00 0 0 0 WILLIAM S WOOD 227 COMMONWEALTH AVE BOSTON MA 02116 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 GRANTS TO VARIOUS HISTORICAL TAX EXEMPT ORGANIZATIONS INCLUDING MUSEUMS AND NATIONAL HISTORIC SITES. 33000 MEETINGS, SPEAKERS, COMMEMORATIONS, AND SOCIAL FUNCTIONS TO ENCOURAGE THE FRATERNAL AND PATRIOTIC SPIRIT OF OUR NATION'S FOREFATHERS AMONG MEMBERS AND THE COMMUNITY. 44445 0 2098203 104982 0 2203185 0 0 2203185 33048 2170137 108507 X 129390 0 129390 0 0 0 110576 101299 211875 0 0 0 0 0 0 0 211875 0 0 0 0 0 0 0 211875 110576 101299 1935-01-15 X 107844 98911 70770 96808 374333 91667 84074 60155 82287 318183 129390 118667 98436 101299 447792 0 0 0 0 0 129390 118667 98436 101299 447792 0 0 72338 76411 81358 64539 294646 0 0 0 0 X ESSEX HERITAGE 10 FEDERAL STREET SALEM MA 01970 NC GENERAL OPERATING SUPPORT 3000 FORT TICONDEROGA 102 FORT TI RD TICONDEROGA NY 12883 NC GENERAL OPERATING SUPPORT 3000 HISTORIC BEVERLY 117 CABOT ST BEVERLY MA 01915 NC GENERAL OPERATING SUPPORT 4500 LONGFELLOW'S WAYSIDE INN 72 WAYSIDE INN RD SUDBURY MA 01776 NC GENERAL OPERATING SUPPORT 700 MARBLEHEAD ARCHITECTURE HERITAGE 188 WASHINGTON ST MARBLEHEAD MA 01945 NC GENERAL OPERATING SUPPORT 450 MARBLEHEAD HISTORICAL MUSEUM 170 WASHINGTON ST MARBLEHEAD MA 01945 NC GENERAL OPERATING SUPPORT 2500 NATIONAL SOCIETY OF COLONIAL DANES 55 BEACON ST BOSTON MA 02108 NC GENERAL OPERATING SUPPORT 3700 OLD NORTH CHURCH 193 SALEM ST BOSTON MA 02113 NC GENERAL OPERATING SUPPORT 4500 PLIMOTH PATUXET MUSEUM 137 WARREN ST PLYMOUTH MA 02360 NC GENERAL OPERATING SUPPORT 7400 SHIRLEY EUSTIS HOUSE 33 SHIRLEY ST BOSTON MA 02119 NC GENERAL OPERATING SUPPORT 250 THE JAMAICA PLAIN TUESDAY CLUB 12 SOUTH ST JAMAICA PLAIN MA 02130 NC GENERAL OPERATING SUPPORT 3000 33000 0 23000 14 45359 68 MEETINGS & EVENTS 36173 OTHER INCOME 3312 0 45359 62553 107912 11A FUNDS ARE USED TO DEFRAY THE COSTS OF COLLECTING AND PRESERVING MANUSCRIPTS, ROLLS, RELICS, AND RECORDS, TO HOLD SUITABLE COMMEMORATIONS AND ERECT MEMORIALS RELATING TO THE AMERICAN COLONIAL PERIOD, MEETINGS, GUEST SPEAKERS AND SOCIAL FUNCTIONS THAT ENCOURAGE THE FRATERNAL AND PATRIOTIC SPIRIT OF OUR NATION'S FOREFATHERS AMONG MEMBERS AND THE COMMUNITY. 0 0 0 0 0 0 0 0 0 0 4385 0 0 4385 8989 ISHARES TRUST 1-5 YR 474371 447922 2662 VANGUARD INTERMEDIATE TERM 249985 202259 1910 ISHARES S&P 500 165882 820211 8282 ISHARES TR MSCI ACWI US 420642 389337 1080 ISHARES RUSSELL 2000 249721 242082 159.192 VANGUARD TARGET RETIREMENT 2050 6500 6527 SECTION 4940 FEDERAL TAX PAID 640 BANK CHARGES/MERCHANT CARD 1556 0 0 1556 COMPUTER EXPENSES 150 0 0 150 INSURANCE 575 0 0 575 UTILITIES 208 0 0 208 POSTAGE 2087 0 0 2087 OFFICE EXPENSES 2485 0 0 2485 GENERAL SOCIETY DUES 2310 0 0 2310 MEETINGS & EVENTS 36173 36173 OTHER INCOME 3312 3312 MEMBERSHIP DUES AND ASSESSMENTS 23000 23000 6551 0 0 6551