2024-09-06T08:35:07-04:00 2023-12-31 851656101 MCKENZIE & FRAWLEY CPAS PO BOX 929 North Chelmsford MA 01863 990PF 2023-01-01 043474541 THE JOAN & LEO MAHONEY FAMILY FOUNDATION JOAN 250 WESTVIEW ROAD LOWELL MA 01851 SHELAGH E MAHONEY TRUSTEE 9788517767 2024-09-06 true true JAMES M FRAWLEY CPA P00136956 9788517767 2024-09-06 X 2023 2024-08-08 14:25:15Z X 1367956 X X 180 180 180 35963 35963 35963 74504 402914 74504 736 11900 11900 122547 110647 48779 8737 8737 8737 8737 513 513 513 513 1908 1908 1908 1908 11158 11158 11158 11158 230000 0 241158 11158 11158 11158 -118611 99489 37621 2058 1049 1049 38731 18907 18907 954054 830415 1145860 192000 217861 202140 1186843 1068232 1367956 0 0 X 1186843 1068232 1186843 1068232 1186843 1068232 1186843 -118611 1068232 1068232 LISTED SECURITIES P 2023-01-01 2023-12-31 75144 74408 736 736 LISTED SECURITIES P 2023-01-01 2023-12-31 327770 254002 73768 73768 74504 736 1383 0 1383 0 1383 1383 1383 false false false false false false false true true MA true false false false false true SHELAGH E MAHONEY 9784586420 250 WESTVIEW ROAD LOWELL MA 01851 false false false false false false false false false false false false false false false false false false false false false SHELAGH E MAHONEY 250 WESTVIEW ROAD LOWELL MA 01851 TRUSTEE 5.00 0 0 0 MEGHAN L MAHONEY 64 MAIN ST WESTFORD MA 01886 TRUSTEE 5.00 0 0 0 PATRICK L MAHONEY 83 RINDO PARK DRIVE LOWELL MA 01851 TRUSTEE 5.00 0 0 0 NONE 0 NONE ST PATRICKS SCHOOL LOWELL MA - EDUCATION 50000 NOTRE DAME ACADEMY TYNGSBORO MA - EDUCATION 50000 BOYS & GIRLS CLUB OF GREATER LOWELL MA - HEALTH CARE 50000 BOSTON MEDICAL CENTER - HEALTH CARE 50000 ENTERPRISE BANK & TRUST CO - INVESTMENTS 1348001 1348001 1425705 20331 0 1446036 0 1446036 21691 1424345 71217 71217 1383 1383 69834 69834 69834 11158 1348001 1359159 69834 2007 2008 2009 1587071 1916289 1757809 1858329 1321567 8441065 1359159 69834 1289325 9730390 0 1587071 8143319 1916289 1757809 1858329 1321567 1289325 NONE NONE X NOTRE DAME ACADEMY TYNGSBORO ROAD Tyngsboro MA 01879 NONE EDUCATION 50000 XAVERIAN BROTHERS 50 SPRING STREET Danvers MA 01923 NONE EDUCATION 10000 BOSTON MEDICAL CENTER ONE BOSTON MEDICAL CENTER Boston MA 02118 NONE HEALTH CARE 50000 ST PATRICKS SCHOOL 311 ADAMS STREET Lowell MA 01854 NONE EDUCATION 50000 CATHOLIC SCHOOLS FOUNDATION 67 BATTERYMARCH ST 6TH FLOOR Boston MA 02110 NONE EDUCATION 10000 BUIST ACADEMY 103 CALHOUN STREET Charleston SC 29401 NONE EDUCATION 10000 BOYS GIRLS CLUB GREATER LOWELL 657 MIDDLESEX STREET Lowell MA 01851 NONE HEALTH CARE 50000 230000 0 14 18 04 EARNINGS USED TO FUND GRANTS TO VARIOUS SEC 501C3 ORGAN false false false false false false false false false false SHELAGH E MAHONEY NOT COMPENSATED MEGHAN L MAHONEY NOT COMPENSATED PATRICK L MAHONEY NOT COMPENSATED ISHARES TR CORE S AND P MID CA 63256 67625 T ROWE PRICE FLOATING RATE 35696 34670 VANGUARD CORE BOND FUND 118909 99845 AKZO NOBEL 1 14785 FLEXSHARES TR MORNINGSTAR GLOB 38066 39107 VANGUARD GROWTH INDEX FUND 33595 239436 SCHWAB INTERNATIONAL INDEX FD 33627 36701 ENTERPRISE BANK 107500 161300 MOSAIC CO NEW 1 23582 PERRIGO CO PLC 118524 24553 JP MORGAN EMERGING MKTS 15597 11074 PROTHENA CORP 1266 8831 WCM FOCUSED INTL GRWTH 39716 81279 BAIRD ULTRA 0 0 BLACKROCK HIGH YIELD 34671 31009 FIDELITY 500 INDEX 208460 278997 VANGUARD INDEX FD INC 22551 27745 FIDELITY SMALL CAP INDEX 23813 26105 FIDELITY ADVISOR INVEST GRADE 86859 74858 PARNASSUS MID CAP FD INST CLS 0 0 ISHARES TR CORE US AGGR 66168 66498 DISTRIBUTION TO BENEFICIARY 1900 1900 1900 1900 BANK SERVICE CHARGE 8 8 8 8 RETURNED CONTRIBUTION CHECK 10000 0 10000 BANK TRANSFERS 1900 0 1900 ENTERPRISE BANK AND TRUST CO 8737 8737 8737 8737 TAXES AND FILING FEES 351 351 351 351 FOREIGN TAXES PAID 162 162 162 162