2024-11-12T06:15:13-06:00 2024-06-30 050479760 ANDSAGER BARTLETT & PIERONI LLP 1275 WAMPANOAG TRAIL EAST PROVIDENCE RI 02915 990PF 2023-07-01 137186561 THE CARTER DALTON QUINN CHARITABLE TRUST CART 4012729100 PO BOX 7 LINCOLN MA 01773 ELISABETH CARTER TRUSTEE 4012729100 2024-10-30 1 1 EDWARD P PIERONI P00189634 4012729100 2024-10-30 X 2023 2024-10-15 13:58:12Z X X 924817 X X 9292 9292 39982 50751 39982 49274 49274 0 0 0 1000 1000 0 1406 0 35 274 274 0 2680 1274 35 59200 59200 61880 1274 59235 -12606 48000 75337 40410 40410 513048 534733 727331 25738 25738 22956 104273 104909 134120 718396 705790 924817 0 0 X 718396 705790 718396 705790 718396 705790 718396 -12606 0 705790 0 705790 50 SHS MICROSOFT CORP P 2020-12-03 2024-05-20 21247 10769 10478 10478 CAPITAL GAINS DIVIDENDS P 29504 29504 29504 39982 667 0 667 0 667 680 0 0 0 680 X 6 7 7 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 WWW.CDQTRUST.ORG ELISABETH A CARTER CO ABP LLP 4012729100 1275 WAMPANOAG TRAIL EAST PROVIDENCE RI 02915 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELISABETH A CARTER PO BOX 7 LINCOLN MA 01773 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 0 809899 68830 0 878729 0 0 878729 13181 865548 43277 43277 667 667 42610 0 42610 0 42610 59235 0 59235 42610 0 0 6173 14912 13630 3166 37881 59235 0 0 0 42610 16625 0 0 54506 0 0 0 0 0 0 6173 48333 14912 13630 3166 16625 ELISABETH A CARTER ELISABETH A CARTER PO BOX 7 LINCOLN MA 01773 4012729100 SEND BRIEF (2PG MAX) LETTER OF INQUIRY FIRST; DO NOT SEND UNSOLICITED GRANT PROPOSALS. APPLICATION PACKET (PROPOSAL GUIDELINES, REQUIREMENTS, EXPLANATION OF THE FOUNDATION MISSION, ETC.) PROVIDED IF PROJECT APPEARS TO ALIGN WITH THE TRUST'S MISSION AND INTERESTS. SEE ALSO WEBSITE BEFORE SENDING LETTER ( WWW.CDQTRUST.ORG ). GRANTS AWARDED TWICE A YEAR, SEE APPLICATION PACKET. LETTERS OF INQUIRY RESPONDED TO WITHIN 60 DAYS. CURRENTLY SEEKING TO ASSIST PROJECTS BY NON-PROFIT ORGANIZATIONS (NO INDIVIDUALS) PRIMARILY IN MASSACHUSETTS WHOSE ACTIVITIES COINCIDE WITH FOUNDATION MISSION, WITH PARTICULAR EMPHASIS ON ENVIRONMENTAL PROTECTION AND SUSTAINABILITY PROJECTS. NEW ENGLAND WILDLIFE CENTERS 500 COLUMBIAN STREET SOUTH WEYMOUTH MA 02190 NONE PUBLIC CHARITY URBAN ENERGY PROUD PROGRAM 15000 OCEAN RIVER INSTITUTE 12 ELIOT ST CAMBRIDGE MA 02138 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 15000 RI PHILHARMONIC ORCHESTRA & MUSIC SCHOOL 667 WATERMAN AVE EAST PROVIDENCE RI 02914 NONE PUBLIC CHARITY LINK UP 15000 STRAW DOG WRITERS GUILD 43 FAIRVIEW AVE NORTHAMPTON MA 01060 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1500 THE ORION SOCIETY 187 MAIN ST GREAT BARRINGTON MA 01230 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 10000 TINY SEED PROJECT 154 SILVER RD E HARDWICK VA 05836 NONE PUBLIC CHARITY BIODIVERSITY BUILDER YOUTH PROGRAM 2700 59200 0 14 9292 18 39982 0 49274 0 49274 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1000 1000 0 GENL ELEC CAP CP 4.3% 1/15/31 25738 22956 PARNASSUS CORE EQUITY FD 495105 645092 MICROSOFT CORP 39628 82239 EVERCORE EQUITY AT COST 104909 134120 PO BOX 274 274 0 MA PC FILING FEE 35 0 35 FYE 6/30/23 FEDERAL EXCISE TAX ON NET INVESTMENT INCOME 691 0 0 FEDERAL EXCISE TAX FYE 6/30/24 ESTIMATES 680 0 0