2024-06-14T15:07:15-05:00 2023-12-31 Robert M Albertelli Jr CPA 51 Monadnock Rd Wellesley MA 02481 990PF 2023-01-01 046360057 Cheryl Spencer Memorial Foundation c/o Aaron Spencer CHER 6174358667 51 Grey Stone Path Dedham MA 020264068 Aaron Spencer Trustee 6174358667 2024-06-14 1 Aaron Spencer XXX-XX-XXXX 0 Robert M Albertelli Jr P00448853 7814895803 2024-06-11 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 22619118 X 2489308 X 7204 7204 538794 538794 121041 730459 121041 9570 9570 3165917 676609 0 0 0 7000 7000 0 62715 62715 0 8644 8644 0 2516 2516 0 80875 80875 0 690308 690308 771183 80875 690308 2394734 595734 1369951 1232807 1232807 14340512 16872390 21386311 15710463 18105197 22619118 0 0 X 15710463 18105197 15710463 18105197 15710463 18105197 15710463 2394734 0 18105197 0 18105197 BofA acct 9637 (See stmt 11) 133996 73243 60753 60753 BofA acct 9637 (See stmt 11 581228 536174 45054 45054 Wells Fargo -9315 (See stmt 11) 1 1 0 0 Capital Gains Dividends P 15234 15234 15234 121041 8281 0 8281 0 8281 5547 0 11000 0 16547 X 0 8266 8266 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 1 0 0 1 N/A AARON SPENCER 7814895803 51 Grey Stone Path Dedham MA 020264068 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Aaron Spencer 51 Grey Stone Path Dedham MA 020264068 Trustee 5.00 0 0 0 Mark Spencer 15 Barton St Newburyport MA 01950 Trustee 2.00 0 0 0 NONE 0 NONE 0 The Foundation's activities are limited to granting money to non-profit, charitable organizations. It conducts no activities on its own behalf. 0 0 18086554 1301381 0 19387935 0 0 19387935 290819 19097116 954856 954856 8281 8281 946575 0 946575 0 946575 690308 0 690308 946575 0 0 628635 319146 224095 39929 1211805 690308 0 0 0 690308 0 256267 256267 955538 0 0 0 0 0 0 372368 583170 319146 224095 39929 Aaron Spencer Mark Spencer AARON SPENCER 51 Grey Stone Path Dedham MA 020264068 6174358667 NO SPECIFIC FORM IS NECESSARY NONE MUST BE A TAX EXEMPT ORGANIZATION AFORAM - American FriendsRambam Hospital 521 Fifth Avenue Suite 1731 New York NY 10175 None Public Charity To support the charity's mission 216000 American Jewish Committee 165 East 56th Street New York NY 10022 None Public Charity To support the charity's mission. 101150 American Technion Society 1 Gateway Center Ste 716 Newton MA 02458 None Public Charity To support the Charity's mission. 416 ASUH - American Society of the University of Haifa Suite 2203 245 5th Avenue New York NY 10001 None public Charity To support the charity's mission 115000 Bais Yaakou 198 Strathmore Rd Brighton MA 02135 None public Charity To support the charity's mission 1000 Birthright Israel Foundation PO Box 21615 New York NY 10087 None public Charity To support the charity's mission 50000 Brigham and Women's Hospital 75 Francis St Boston MA 02115 None public Charity To support the charity's mission 50000 Friends of Israel Defense Forces 154 Wells Avenue Newton MA 02459 None Public Charity To support the charity's mission. 1000 Hebrew College 160 Herrick Rd Newton center MA 02459 None public Charity To support the charity's mission 25500 Holocaust Museum 100 Raoul Wallenberg Place SW Washington DC 20024 None public Charity To support the charity's mission. 1000 Maimonides School 34 Philbrick Road Brookline MA 02445 None public Charity To support the charity's mission 100000 Other amounts not detailed 51 Grey Stone Path Dedham MA 02026 None Public Charity To support the charity's mission 13884 Temple Emanuel 385 Ward Street Newton Centre MA 02459 None Public Charity To support the charity's mission 12758 World Jewish Congress - WJC 501 Madison Avenue New York NY 10022 None Public Charity To support the charity's mission. 2600 690308 0 7204 538794 9570 121041 0 0 676609 676609 3 INVESTMENT INCOME 4 INVESTMENT INCOME 7 INVESTMENT INCOME 8 INVESTMENT INCOME 0 0 0 0 0 0 0 0 0 0 Accounting - Robert Albertelli 7000 7000 0 Par IV: Capital Gains and Losses for Tax on Investment Income Federal and Massachusetts Capital Gains Detail-------------------------------------IRS efile rules for Foundations do not permit attachment of a PDF. The capital gains and loss detail is voluminous. It is available on request. US Trust/Bank of America AT COST 3511464 6266811 Wells Fargo - 9315 AT COST 13360926 15119500 Other expenses/losses 2516 2516 0 Tax free distributions 4444 4444 4444 Other 5126 5126 5126 Bank of America- Mgmt fees 62715 62715 0 Aaron Spencer 51 Grey Stone Path Dedham MA 020264068 Foreign Taxes withheld 8644 8644 0 Massachusetts Annual Report 0 0 0 Federal Taxes 0 0 0