2024-11-15T08:43:15-06:00 2023-12-31 043143185 VOCATURA SPAGNUOLO & CO PC 1275 MAIN STREET WALTHAM MA 024511762 990PF 2023-01-01 043500449 JACK & MARCI WILLIAMS ENDOWMENT FOR WEDNESDAY'S CHILD INC JACK 7816479339 PO BOX 136 WESTON MA 02493 JACK B WILLIAMS PRESIDENT 7816479339 2024-11-14 1 1 PETER P VOCATURA P00572048 7816479339 2024-11-13 2023 2024-10-15 13:58:12Z X 2058965 X 6500 17760 17760 46976 46976 511 267703 511 71747 65247 137500 68750 0 7500 5000 0 18485 18485 0 1134 0 0 353 0 36971 5677 0 201943 97912 0 253000 253000 454943 97912 253000 -383196 0 177312 69825 69825 29780 29780 30039 1428133 1200997 1592328 127818 127818 125729 288729 247890 240394 11416 10766 1003 650 650 2052775 1676960 2058965 1295 8676 1295 8676 X 2356823 2356823 0 0 -305343 -688539 2051480 1668284 2052775 1676960 2051480 -383196 0 1668284 0 1668284 PUBLICLY-TRADED SECURITIES THRU UBS FINANCIAL SERVICES AC WF 45236 P 2702 2524 178 178 PUBLICLY-TRADED SECURITIES THRU UBS FINANCIAL SERVICES AC WF 45236 P 214303 224617 -10314 -10314 PUBLICLY-TRADED SECURITIES THRU UBS FINANCIAL SERVICES AC WF 45236 P 36569 40051 -3482 -3482 CAPITAL GAINS DIVIDENDS P 14129 14129 14129 511 0 0 0 0 0 600 0 0 0 600 0 600 600 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 WWW.JACKWILLIAMSWEDNESDAYSCHILD.COM THE FOUNDATION 6175430748 PO BOX 136 WESTON MA 02493 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JACK B WILLIAMS 2943 SOFT HORIZON WAY LAS VEGAS NV 89135 PRESIDENT/DIRECTOR 30.00 137500 0 0 MARCELLE P WILLIAMS 2943 SOFT HORIZON WAY LAS VEGAS NV 89135 TREASURER/DIRECTOR 5.00 0 0 0 SUSAN PETERSEN 148 NATIVE STONE LAS VEGAS NV 89135 SECRETARY/DIRECTOR 0.00 0 0 0 TOM WARDEN 148 NATIVE STONE LAS VEGAS NV 89135 VICE PRESIDENT/DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 2103899 65371 0 2169270 0 0 2169270 32539 2136731 106837 106837 0 106837 0 106837 0 106837 253000 0 253000 106837 0 0 124393 124393 253000 0 0 0 106837 146163 0 0 270556 0 0 0 0 0 0 0 270556 124393 146163 X BAY STATE COMMUNITY SERVICES INC (DIANNE DEVANNA CENTER) 74 POND STREET BRAINTREE MA 02184 N/A PUBLIC CHARITY ASSISTANCE TO RESIDENTIAL HOME AND RELATED SERVICES FOR SPECIAL NEEDS CHILDREN AND FAMILIES. 8000 BOSTON CASA INC 85 MERRIMAC STREET SUITE 401 BOSTON MA 02114 N/A PUBLIC CHARITY ASSISTANCE TO RESIDENTIAL HOME AND RELATED SERVICES FOR SPECIAL NEEDS CHILDREN AND FAMILIES. 8000 BROCKTON AREA MULTI-SERVICES INC 10 CHRISTYS DRIVE BROCKTON MA 02301 N/A PUBLIC CHARITY ASSISTANCE TO RESIDENTIAL HOME AND RELATED SERVICES FOR SPECIAL NEEDS CHILDREN AND FAMILIES. 8000 CASA PROJECT INC 100 GROVE STREET FOURTH FLOOR WORCESTER MA 01605 N/A PUBLIC CHARITY ASSISTANCE TO RESIDENTIAL HOME AND RELATED SERVICES FOR SPECIAL NEEDS CHILDREN AND FAMILIES. 8000 GEORGE H AND IRENE L WALKER HOME FOR CHILDREN INC 1968 CENTRAL AVENUE NEEDHAM MA 02492 N/A PUBLIC CHARITY ASSISTANCE TO RESIDENTIAL HOME AND RELATED SERVICES FOR SPECIAL NEEDS CHILDREN AND FAMILIES. 40000 ITALIAN HOME FOR CHILDREN INC 1125 CENTRE STREET JAMAICA PLAIN MA 02130 N/A PUBLIC CHARITY ASSISTANCE TO RESIDENTIAL HOME AND RELATED SERVICES FOR SPECIAL NEEDS CHILDREN AND FAMILIES. 40000 MASSACHUSETTS ADOPTION RESOURCE EXCHANGE INC 19 NEEDHAM ST SUITE 206 NEWTON MA 02461 N/A PUBLIC CHARITY ASSIST SPECIAL NEEDS, ADOPTIVE, AND/OR OTHER CHILDREN WITH FINDING PERMANENT HOMES. 40000 SPAULDING YOUTH CENTER FOUNDATION INC 72 SPAULDING ROAD NORTHFIELD NH 03276 N/A PUBLIC CHARITY ASSISTANCE TO RESIDENTIAL HOME AND RELATED SERVICES FOR SPECIAL NEEDS CHILDREN AND FAMILIES. 40000 ST ANN'S HOME 100A HAVERHILL STREET METHUEN MA 01844 N/A PUBLIC CHARITY ASSISTANCE TO RESIDENTIAL HOME AND RELATED SERVICES FOR SPECIAL NEEDS CHILDREN AND FAMILIES. 60000 OPERATION HOME FRONT 17319 SAN PEDRO AVENUE SUITE 505 SAN ANTONIO TX 78232 N/A PUBLIC CHARITY GRANTS TO OTHER NONPROFIT ORGANIZATIONS. 1000 253000 0 523000 17760 523000 46976 523000 14129 18 -13618 78865 -13618 0 65247 0 0 0 0 0 0 0 0 0 0 X X 1 CHARLES PORTWOOD 3097 TURTLE HEAD PEAK DRIVE LAS VEGAS NV 89135 5000 X ACCOUNTING AND RETURN PREP 7500 5000 0 FURNITURE 2014-12-19 3232 3232 SL 7.000000000000 0 0 FURNITURE 2015-01-07 2800 2800 SL 7.000000000000 0 0 FURNITURE 2015-03-17 2916 2916 SL 7.000000000000 0 0 COMPUTER EQUIPMENT 2018-06-15 1211 1109 SL 5.000000000000 102 0 COMPUTER EQUIPMENT 2021-07-26 1257 356 SL 5.000000000000 251 0 JP MORGAN CHASE 5.15% 5-29-49 127818 125729 SCHWAB US TIPS ETF 76235 65250 VANGUARD SHORT-TERM INFLATION PROTECTED SEC INDEX FD ETF 47995 47490 HARTFORD BALANCED INCOME FUND 241636 250837 T ROWE PRICE CAPITAL APPRECIATION FUND 261972 355378 VANGUARD WELLESLEY INCOME FUND ADMIRAL 255927 247949 BARON PARTNERS FUND 86482 328868 T ROWE PRICE DIVIDEND GROWTH FUND 230750 296556 0 0 29780 30039 FURNITURE 3232 3232 0 0 FURNITURE 2800 2800 0 0 FURNITURE 2916 2916 0 0 COMPUTER EQUIPMENT 1211 1211 0 0 COMPUTER EQUIPMENT 1257 607 650 650 PAYROLL TAXES AND FEES 11354 5677 0 DONOR RELATIONS 5070 0 0 WEBSITE AND INTERNET 2210 0 0 TELEPHONE 1997 0 0 SUPPLIES AND POSTAGE 2141 0 0 FILING FEES 19 0 0 OFFICE EXPENSES 14180 0 0 INVESTMENT ADVISOR FEES 18485 18485 0 EXCISE TAX PAID ON INVESTMENTS 1134 0 0