2024-11-04T05:12:29-05:00 2023-12-31 990PF 2023-01-01 046311841 BLANCHE M WALSH CHARITY TRUST BLAN 9784520040 PO BOX 9531 LOWELL MA 018539531 Albert P Manzi III Esquire Trustee 2024-11-04 2023 2024-10-15 13:58:12Z X 9347180 X X 8199 8199 8199 335986 335986 335986 3885 3885 3885 0 0 0 0 0 0 0 0 348070 348070 344185 76000 76000 76000 76000 0 0 0 0 0 0 0 0 0 0 0 0 1200 1200 1200 1200 0 0 0 0 0 0 0 0 6112 6112 6112 6112 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3500 3500 3500 3500 86812 86812 86812 86812 299000 299000 385812 86812 86812 385812 -37742 261258 257373 578811 209821 209821 378861 378861 0 0 0 0 0 1280386 1280386 4493309 0 0 4023214 4023214 4265189 0 0 0 0 5882411 5892282 9347180 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5882411 5892282 5882411 5892282 5882411 5892282 5882411 -37742 47613 5892282 5892282 Public Traded Securities 3885 0 0 3885 0 0 0 3885 3885 3631 3631 3631 0 4930 0 4930 32 1267 1262 5 false false false 0 0 0 false false false false true true true false false false false true n a Albert P Manzi III Esquire Trustee 9784520040 321 Central Street Suite 103 Lowell MA 01852 false false false false false false false false false false false false false false false false false false false false Cynthia A Kelleher 20 Pine Street Chelmsford MA 01824 Trustee 12.50 32500 0 0 Albert P Manzi III Esquire 321 Central Street Suite 103 Lowell MA 01852 Trustee 12.50 28500 0 0 Nancy Donohoe 62 Washington Street Marblehead MA 01945 Advisor 6.50 15000 0 0 See attached list and explanation per Part I line 25 Contributions gifts grants paid. 299000 3811260 327183 3529790 7668233 0 0 7668233 115023 7553210 377661 377661 3631 0 3631 374030 0 374030 0 374030 385812 0 0 0 0 385812 374030 0 19161 1196 49514 0 69871 385812 0 385812 0 0 0 0 -11782 0 0 19161 1196 49514 0 11782 Cynthia Kelleher Al Manzi Trustees PO Box 238 Chelmsford MA 01824 9784520040 Application and guidelines are available from above address upon request. Applications must be requested by November 1st and completed applications must be returned to the Trust by December 1st. Requested by Nov 1; Received back to Trust by Dec 1 Roman Catholic charitable religious and or educational organizations. Academy of Notre Dame - Dr Pacifico 190 Middlesex Road Tyngsboro MA 01879 No Relationship N A Financial Aid to deserving students 15000 Saint Patrick School - Mary Kelley 311 Adams Street Lowell MA 01954 No Relationship N A Financial Aid to needy students. 10000 Lowell Catholic-MaryEllen DeMarco 530 Stevens Street Lowell MA 01852 No Relationship N A Update security system across all five buildings. 5000 St Michael School-Anne Gallagar 21 Sixth St Lowell MA 01850 No Relationship N A Update social studies curriculum for grades 1-8. 10000 Immaculate ConceptionSchool-Fiorino 219 East Merrimack St Lowell MA 01852 No Relationship N A Update literature books for grades 1-8. 3500 Merrimack Valley Catholic Charities 70 Lawrence Street Lowell MA 01852 No Relationship PF Funding to operate food pantry. 12000 Montague Catholic Social Ministries 43 Third Street Turners Falls MA 01376 No Relationship N A Attn: Liz Toyoda- Family resource center support. 5000 Merrimack College-Katelyn Baron 215 Turnpike Street North Andover MA 01845 No Relationship N A Financial support for up to ten school seniors from Lawrence High 3000 Cardinal Shehan Center 1494 Main Street Bridgetport CT 06604 No Relationship N A Attn: Terry OConnor - To Provide 10 Children at no cost to their Summer Day Camp. 5500 Notre Dame Cristo Rey High School 203 Lawrence Street Methuen MA 01844 No Relationship N A Attn: Sr. Maryalyce Gilfeather - Tuition Assistance for low income families. 4000 St Michael School-Sue Rogge 80 Maple Ave North Andover MA 01845 No Relationship N A Installation of exterior surveillance system 10000 Malden Catholic High School 99 Crystal Street Malden MA 01845 No Relationship N A Attn: Robert McCarthy - Tuition Assistance 5000 Central Catholic High School 300 Hampshire Street Lawrence MA 01841 No Relationship N A Attn: Christopher Sullivan - Provide financial aid to inner city students in the Montagne Scholars Initiative. 6500 Austin Prep - John Weber 101 Willow Street Reading MA 01867 No Relationship N A Financial assistance to a needy student. 6500 Mercy Center Inc - Kate Murphy 377 East 145th Street Bronx NY 10454 No Relationship N A Financial Assistance 2500 Thomas Moore College-Paul Jackson 6 Manchester Street Merrimack NH 03054 No Relationship N A Scholarship fund for needy students. 3500 Notre Dame School of Manhattan 327 West 13th Street New York NY 10014 No Relationship N A Attn: Sr. Virginia OBrien-Help pay annual salary of the Coordinator of Community Service Program 2500 Haitian Health Foundation 97 Sherman St Norwich CT 06360 No Relationship N A Attn: Marilyn Lowney - Provide healthcare & nutrition system. 5000 Saint Joseph College 278 Whites Bridge Road Standish ME 04084 No Relationship N A Attn: Mrs. Elizabeth Schran - Assist 2 students from Maine with academic excellence 5000 Little Flower School 900 Stevenson Drive Springfield IL 62703 No Relationship N A Attn: Jennifer Killian- Complete bathroom renovations 3500 Bernardine Franciscan Sisters 450 St Bernardine Street Reading PA 19607 No Relationship N A Attn: Sister Maria Bartos - Support Adult literacy program purchase ESL Books and GED books. 4000 Sacred Heart University 5151 Park Avenue Fairfield CT 06825 No Relationship N A Attn:John J. Petillio - Two Scholarships 2500 Bethlehem Farm PO Box 415 Talcott WV 24981 No Relationship N A Attn: Eric Fitts - Improve housing conditions of law income famlies in West Virginia. 5000 Don Bosco Tech 1151 S San Gaberiel Blvd Rosemead CA 91870 No Relationship N A Attn: Guillermo Gutierrez - Tuition assistance for two students. 3500 St Mary School PO Box 340 Lake Leelanau MI 49653 No Relationship N A Attn: Paul Korson - Tuition Assistance 4500 Anna Maria College 50 Sunset Lane Paxton MA 01612 No Relationship N A Attn: Ryan Murphy - Financial Assistance for students going to college. 5000 St Vincent de Paul Snohomish County PO Box 2269 Everett WA 98213 No Relationship N A Attn: Amy Chesire - New beds and bedding for impoverished children. 5000 Nativity-Worcester 67 Lincoln Street Worcester MA 01605 No Relationship N A Attn: Emily Mercier-Scholarships of underserved girls. 5000 NH Catholic Charities 100 William Loeb Drive Unit 3 Manchester NH 03109 No Relationship N A Attn: Emily Mercier - Aid to homeless mothers children and women. 3500 Queen of Angels Catholic School One Main Street North Huntingdon PA 15642 No Relationship N A Attn: Christina Torok - Enhance technology program. 2500 Sisters of Charity of New York 6301 Riverdale Ave Bronx NY 01471 No Relationship N A AttnL Anne Marie Gardiner - Funding Food Pantry. 3500 Catholic Charities of Central Texas 1625 Rutherford Lane Austin TX 78754 No Relationship N A Attn: Emmanuel Villarreal - Developing and implementing service opportunities for community. 2500 Father Yermo Schools 221 Washington Street El Paso TX 79905 No Relationship N A Attn: Sr. Maria Jesus Munguia - Picnic table and chairs for schoolchildren playground. 4000 Little Flower School 824 Kentucky Ave San Antonio TX 78211 No Relationship N A Attn: Susana Cantu - Tuition assistance program. 4500 Congregation of Passion 111 So Ridge St Ste 300 Ryebrook NY 10573 No Relationship N A Attn: Gregory Hampson - Purchase medicine for St. Benedicts Clinic in Honduras. 3500 Saint Paul Catholic School 921 So Honeysuckle St Olathe KS 66061 No Relationship N A Attn: Jenny Yankovich - Partial purchase of 30 Chromebooks. 4500 Saint's Place 46 South Main Street Pittsford NY 14534 No Relationship N A Attn: Isabel Miller - Refugee Scholarship program. 3000 St Joachim and Ann Care Serice 4116 McClay Road St Charels MO 63304 No Relationship N A Attn: Brittany Morgan - Provide care and services to low-income and homeless families. 4000 Ursuline Sisters of Tildonk 81 15 Utopia Parkway Jamaica NY 11432 No Relationship N A Attn: Sr. Joanne Callahan - To help provide safe and dignified retirement for infirmed elderly sisters. 3500 Dismas House of Ma PO Box 30125 Worcester MA 01603 No Relationship N A Attn: Davis McMahon - Fund Dismas Family Farm which employs homeless and former prisoners of the Dismas House heating bill and covid costs. 3000 Little Sisters of the Poor Chicago 2325 No Lakewood Ave Chicago IL 60614 No Relationship N A Attn: Sr. Margaret Hogarty - Nursing care and shelter for aging poor. 3000 NotreDame Education Center Lawrence 354 Merrimack Street Suite 210 Lawrence MA 01843 No Relationship N A Attn: Alisa Provenmire - General Operating Costs 2000 Thomas Aquinas College 10000 Ojai Road SantaPaula CA 94060 No Relationship N A Attn: Paul J. OReilly - Financial Aid at New England Campus. 3500 Benedictine Sisters of VA 9535 Linton Hall Road Bristow VA 21136 No Relationship N A Attn: Denise Jobe - Support BEACON for Adult Literacy which provides English instruction and job readiness to low-income adults. 3000 St Joseph's Abbey 167 N Spencer Road Spencer MA 01562 No Relationship N A Attn: Mary Dumas - General Support 3000 Lacordaire Academy 155 Lorraine Ave Upper Montclair NJ 97943 No Relationship N A Attn: Megan Mannato - Tuition assistance for young womens college prep division. 4000 FACE-FormerlySt Mary'sEducationFund 450 Highland Street FallRiver MA 02721 No Relationship N A Attn: Shawn Erickson Fisher - Financial Aid for students to attend Catholic Schools in the Diocese of Fall River. 4500 FranciscanMissionaryforSrsOfAferica 38 Wiley St Belmont MA 02478 No Relationship N A Attn: Sr. Mary Fisher - Care for frail sisters in Mt. Oliver motherhouse in Ireland 4000 St Paul's Elder Outreach 19 Chatham Street Worcester MA 01609 No Relationship N A Attn: Maureen Robert - Assist at risk seniors 4500 The Saint Benedict Institute 195 W 13th Street Holland MI 49423 No Relationship N A Attn: Fr. Nick Monco: Training for Campus Missionary. 3000 Diocese of Rapid City SD 225 Main Street Suite 100 Rapid City SD 57701 No Relationship N A Attn: Rev Jean-Claude Mbassi - Food pantry for Native American families. 3000 St Aloysius Catholic School 57 Church Street Gilbertville MA 01031 No Relationship N A Attn: Dawn Rudnansky - Upgrade curriculum for math and english language arts. 4500 Archdiocesan Elementary School 20 Archbishop May Drive St Louis MO 63119 No Relationship N A Attn: Sr. Cathy Doherty - Theology of the body program books resources toolkits and teacher training. 2000 Benedictine Sisters of Erie 6101 E Lake Road Erie PA 16511 No Relationship N A Attn: Sr. Stephanie Schmidt - Medical care for aging sisters in the Monastery. 3000 St Johns Prep - Edward Hardiman 72 Spring Street Danvers MA 01823 No Relationship N A Full Tuition for Bellesini Academy Students 12000 Bellesini Academy-Julie DiFilipo 94 Bradford St Lawrence MA 01842 No Relationship N A Grant to sponsor expenses of two students 10000 Central Catholic High School 1403 North St Mary s Street San Antonio TX 78215 No Relationship N A Attn: Jennifer Wallace: Replace old windows at facility. 4000 Prince of Peace Center 502 Darr Ave Farrell PA 16121 No Relationship N A Replace old windows at facility. Attn: Jennifer Wallace 2000 Province of St Mary Capuchin Order 46 Brookside Ave Jamica Plain MA 02130 No Relationship N A Provide homeless of Boston with clothing water and religious articles. Attn: Br. Paul Fesefeldt 2000 Catholic Campus Ministry of W and M 10 Harrison Ave Williamsburg PA 23185 No Relationship N A Theological and spiritual 3 day retreat for student peer leaders. Attn: John Hopke 2500 Sarnelli House 1633 N Cleveland Ave Chicago IL 60614 No Relationship N A Medicines for children and adults living in Sarnelli shelters in Thailand. Attn: Rev Greg May 4000 Catholic Charities of S New Mexico 125 West Mountain Ave Las Cruces NM 88005 No Relationship N A Support for Homeless Middle and High School students 200 with food and clothing. Attn: Kenneth J. Ferrone 2500 Biship McNamara High School 6800 Marlboro Pike Forestville MD 20747 No Relationship N A Tuition assistance for low income students. Attn: Laura Keller 2500 Visitation House Inc 119 Endicott Street Worcester MA 01610 No Relationship N A Freezer Meals and Nutrition classes for pregnant women in safe haven of Visitation House. Attn: Rebecca Urban 2000 Sisters of Francis of Neumann Comm 225 Greenfield Parkway Liverpool NY 13088 No Relationship N A Safe Driver evaluation for sisters over 75. Attn: Sr. Jeanne Weisbeck 1000 Lawrence Catholic Academy 101 Parker Street Lawrence MA 01843 No Relationship N A Scholarship assistance to low-income students. Attn: Monica Lucey 2500 Roman Catholic Diocese of Syracuse 240 E Onondaga Street Syracuse NY 03202 No Relationship N A Provide tuition assistance to low-income students across the diocese. Attn: Amy Bodow 2500 Lay Mission-Helpers Association 6102 S Victoria Ave Los Angeles CA 90043 No Relationship N A Help with costs to recruit train support Catholic nurses teachers and other professionals in Catholic Missions. Attn: Damian Kabot 3000 299000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14 8199 0 0 14 335986 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 344185 0 344185 false false false false false false false false false false Accounting Fee 1200 1200 1200 1200 Ameriprise Financial - No. of shares 475 3476 180419 CSX No. of shares 6,270 4812 548132 Cheveron - No. of shares 1,050 117192 156618 Cisco - No. of shares 3,850 117193 194502 Coca Cola No. of shares 2,800 116396 165004 Corteva - No. of shares 2,314 12000 110887 Dominion Resources - No. of shares 3,000 22875 178694 Dow Inc. - No. of shares 2,314 13500 126899 Duke Power - No. of shares 780 133105 177583 Dupont de Nemours - No. of shares 2,314 13500 131242 Enbridge Inc. - No. of shares 1,151 20000 41459 Eversource Energy - No. of shares 3,465 20911 213860 Exxon Mobil - No. of shares - 4,305 22000 430414 First Energy - No. of shares 873 35552 32004 Host Hotels - No. of shares 1,565 25000 30470 Iberdola SA - No. of shares 302 15016 15855 IBM - No. of shares 715 117311 116938 Intl Flavor & Fragrance - No.of shares 436 28000 35303 JP Morgan Chase - No. of shares 2,450 33246 416745 Kyndryl - No. of shares 143 2500 2971 Nextera Energy - No. of shares 2,400 35000 145776 Pfizer - No. of shares 5,000 7500 143950 Public Service Enterprise - No. of shares 3,000 45429 183450 Rayonier - No. of shares 495 2500 2004 Rayonier REIT - No. of shares 1,545 7266 51618 Verizon - No. of shares 5,352 70273 201770 Viatris - No. of shares 620 2598 6714 Xcel Energy - No. of shares 1,549 20125 95898 Warner Brothers Discovery - No. of shares - 2,199 39912 25024 Xerox - No. of shares - 597 4715 10943 Ageon NV - No of shares 3,302 15330 19019 AT&T - No. of shares 9,093 76153 152580 Centerpoint Energy - No of shares 5,200 80000 148564 MFS Government Income Fund AT COST 36000 11448 MFS Charter Income Fund AT COST 18238 9690 John Hancock -Fund AT COST 72411 60928 Ishares Bond Fund AT COST 100625 60811 Cohen & Steers - Fund AT COST 345000 248538 MFS Intermediate Income Fund AT COST 27000 7236 AB Income Fund AT COST 69942 41272 Ab Bond Fund AT COST 300005 318847 Blackrock Fund AT COST 18399 21345 Franklin US Government Fund AT COST 368342 364629 Ishares Gold Fund AT COST 100595 133170 Virtus Fund AT COST 43299 6011 American Funds Capital Income AT COST 1179242 1537540 Franklin Income Fund AT COST 1344116 1443724 Office Space Temporary 2200 2200 2200 2200 PO Box 194 194 194 194 Office Supplies 632 632 632 632 Bank fees & checks 159 159 159 159 UBS Fee 315 315 315 315 Gains that belong to Corpus 47613 Federal Tax Paid 5095 5095 5095 5095 Foreign Taxes paid per 1099 1017 1017 1017 1017