2024-06-25T06:43:58-07:00 2023-12-31 043265621 STEVEN M ROSE CPA MST 78 Granite Street Walpole MA 02081 990PF 2023-01-01 851394707 SHARON YOUNG MURPHY FOUNDATION INC SHAR 2394439457 2307 CHIQUITA BLVD SOUTH CAPE CORAL FL 33991 WILLIAM L WASHER PRESIDENT 2394439457 2024-02-14 true WILLIAM WASHER XXX-XX-XXXX true STEVEN M ROSE P00099355 5086680065 2024-06-25 X 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X X 2488768 X X 101211 101211 101211 -26885 1060633 0 0 0 0 74326 101211 101211 1500 1500 1500 0 3000 3000 3000 23157 23157 23157 2000 0 0 29657 27657 27657 0 126000 126000 155657 27657 27657 126000 -81331 73554 73554 32417 59126 59126 0 0 2599728 2479834 2429642 0 0 0 0 0 0 2632145 2538960 2488768 0 0 0 0 0 X 2632145 2538960 2632145 2538960 2632145 2538960 2632145 -81331 2550814 11854 2538960 Various Publicly Traded Securities P 2023-01-01 2023-12-31 1060633 0 1087518 -26885 0 0 0 -26885 -26885 -26885 1022 0 1022 0 1022 1188 5000 6188 -6188 5166 5166 false false false false false false false true true FL true false false false false true N/A STEVEN M ROSE CPA MST 5086680065 78 GRANITE STRERT WALPOLE MA 020811615 false false false false false false false false false false false false false false false false false false false false WILLIAM LEE WASHER 12705 BAY TREE WAY LOUISVILLE KY 40245 PRESIDENT & DIRECTOR 0.50 300 0 0 CANDACE YOUNG GUITTAR 37 WOODSONG THE PINEHILLS PLYMOUTH MA 02360 VP & DIRECTOR 0.50 300 0 0 GEOFFREY WILLETS YOUNG 519 3RD STREET NE WASHINGTON DC 20002 TREASURER & DIRECTOR 0.50 300 0 0 LINDSAY MARIE BOHAN 4 TROUT FARM LANE DUXBURY MA 02332 SECRETARY & DIRECTOR 0.50 300 0 0 COURTNEY YOUNG BRUEN 35 BOWSPIRIT LANE DUXBURY MA 02332 DIRECTOR 0.50 300 0 0 NONE 0 NONE 0 2436516 37021 0 2473537 0 2473537 37103 2436434 121822 121822 1022 1022 120800 120800 120800 126000 126000 120800 0 0 0 0 22598 22598 126000 0 120800 5200 27798 0 0 0 0 0 27798 0 0 0 22598 5200 X AMERICAN CANCER SOCIETY P O BOX 6704 HAGERTOWN MD 21741 N/A GENERAL USE 5000 AMERICAN DIABETES ASSOCIATION P O BOX 7023 MERRIFIELD VA 22116 N/A GENERAL USE 5000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 N/A GENERAL USE 5000 AMERICAN RED CROSS P O BOX 37839 BOONE IA 75231 N/A GENERAL USE 10000 AMERICAN RED CROSSUKRAINE RELIEF P O BOX 37839 BOONE IA 50037 N/A GENERAL USE 5000 ANIMAL SHELTER OF MARTHA'SVINEYARD 1 PENNYWISE PATH EDGARTOWN MA 02539 N/A GENERAL USE 3000 ASPCA P O BOX 96929 WASHINGTON DC 20090 N/A GENERAL USE 5000 BRIGHAM AND WOMEN'S HOSPITAL 116 HUNTINGTON AVE 3RD FLOOR BOSTON MA 02116 N/A GENERAL USE 3000 COMPANION ANIMAL PROTECTION SOCIETY 1336 N MOORPARK ROAD 245 THOUSAND OAKS CA 91360 N/A GENERAL USE 3000 DANA FARBER 10 BROOKLINE PLACE W 6TH FLOOR BROOKLINE MA 02445 N/A GENERAL USE 5000 DOCTORS WITHOUT BORDERS-UKRAINE P O BOX 5022 HAGERSTOWN MD 21741 N/A GENERAL USE 3000 ENVIRONMENTAL DEFENSE FUND 1875 CONNECTICUT AVE NW SUITE 600 WASHINGTON DC 20009 N/A GENERAL USE 2000 FEEDING AMERICA P O BOX 96749 WASHINGTON DC 20090 N/A GENERAL USE 5000 FRIENDS OF THE ENVIRONMENT 1101 15 TH STREET NW 11TH FLOOR WASHINGTON DC 20005 N/A GENERAL USE 3000 GLIOBLASTOMA FOUNDATION P O BOX 62066 DURHAM NC 27715 N/A GENERAL USE 6000 GUIDE DOGS FOR THE BLIND P O BOX 3950 SAN RAFAEL CA 94912 N/A GENERAL USE 3000 MARTHA'S VINEYARD HOSPITAL PO BOX 1477 OAK BLUFFS MA 02557 N/A GENERAL USE 3000 MARTHAS VINEYARD MUSEUM 151 LAGOON POND ROAD VINEYARD HAVEN MA 02568 N/A GENERAL USE 3000 PLANNED PARENTHOOD P O BOX 97166 WASHINGTON DC 20090 N/A GENERAL USE 5000 SALVATION ARMY 10291 MCGREGOR BLVD FT MYERS FL 33919 N/A GENERAL USE 3000 ST JUDES CHILDREN'S RESEARCH HOSP PO BOX 50 MEMPHIS TN 38101 N/A GENERAL USE 4000 THE HUMANE SOCIETY OF THE US 1255 23RD STREET NW SUITE 450 WASHINGTON DC 20037 N/A GENERAL USE 5000 USO P O BOX 96860 WASHINGTON DC 20077 N/A GENERAL USE 3000 VINEYARD CONSERVATION SOCIETY P O BOX 2189 VINEYARD HAVEN MA 02568 N/A GENERAL USE 3000 WORLD WILDLIFE FUND 1250 24TH STREET NW WASHINGTON DC 20090 N/A GENERAL USE 3000 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH STREET SUITE 1100 NEW YORK NY 10018 N/A GENERAL USE 10000 HABITAT FOR HUMANITY PO BOX 1093 VINEYARD HAVEN MA 02568 N/A GENERAL USE 3000 SHERIFF'S MEADOW FOUND 57 DAVID AVENUE VINEYARD HAVEN MA 02568 N/A GENERAL USE 3000 ISLAND FOOD PANTRY 137 VINEYARD AVENUE OAK BLUFFS MA 02557 N/A GENERAL USE 2000 HOSPICE OF MARTHA'S VINEYARD 79 BEACH ROAD VINEYARD HAVEN MA 02568 N/A GENERAL USE 2000 CHILMARK TOWN AFFAIRS 401 MIDDLE ROAD CHILMARK MA 02535 N/A GENERAL USE 2000 LOVE FOR LANEY FOUNDATION EASTERN BANK PO BOX 1716 DUXBURY MA 02331 N/A GENERAL USE 1000 126000 14 101211 18 -26885 74326 74326 false false false false false false false false false false VARIOUS PUBLICLY TRADED SECURITIES 2023-01 Purchased 2023-12 1060633 1087518 -26885 Stocks and ETFs 1852377 1797937 Fixed Income 574438 578799 Mutual Funds 53019 52906 COST BASIS ADJUSTMENT 11854 MORGAN STANLEY INVESTMENT MANAGEMENT FEES 23157 US TAX PAYMENT 2000