2025-03-09T15:29:06-07:00 2023-12-31 011568884 PAUL A DUBREY JR 39 WILDROSE AVE WORCESTER MA 01602 990PF 2023-01-01 046802292 LUTHER E CRIST & PHYLLIS C CRIST PERPETUAL TRUST OF UNITED BRETHREN LODGE LUTH 5083806000 47 JEFFERSON SHORES ROAD BUZZARDS BAY MA 02532 RICHARD JOHNSON TRUSTEE 5083806000 2024-12-12 true true PAUL A DUBREY JR CPA P01370886 5083410132 2025-03-09 X 2023 2025-03-06 01:10:19Z X 368486 X 5000 X 241 2701 2701 2701 2628 2628 -7654 192016 0 0 0 288 5329 5329 0 500 500 5684 5684 0 0 0 6184 6184 0 21000 21000 27184 6184 21000 -26896 0 5329 10295 21130 21130 157141 141532 141532 0 0 68730 52173 177447 14814 14822 16540 0 19549 13992 11837 0 0 0 0 270529 243649 368486 0 0 0 0 0 X 270529 243649 0 270529 243649 270529 243649 270529 -26896 16 243649 243649 LONG-TERM COVERED P 2022-04-12 2023-12-31 37016 0 44670 -7654 0 0 0 -7654 SHORT-TERM NON-COVERED P 2023-04-11 2023-12-31 155000 0 155000 0 0 0 0 0 -7654 0 0 0 0 0 0 0 0 false false false false false false false false true MA false false false false false true N/A RICHARD JOHNSON 5083806000 47 JEFFERSON ROAD BUZZARDS BAY MA 02532 false false false false false false false false true 2020 false 2020 false false false false false false false false false false false RICHARD JOHNSON 47 JEFFERSON SHORES RD BUZZARDS BAY MA 02532 TRUSTEE 1.00 0 0 0 GARY BROWN 105 NEWTON STREET MARLBOROUGH MA 01752 TRUSTEE 1.00 0 0 0 KENNETH URATO 41 SAWIN STREET MARLBOROUGH MA 01752 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 THE CRIST TRUST IS USED TO ASSIST NEEDY FAMILIES IN MARLBOROUGH, MA AND THE SURROUNDING COMMUNITIES, BASED UPON REQUEST. 21000 N/A 0 0 268121 55986 0 324107 0 324107 4862 319245 15962 15962 0 0 15962 15962 15962 21000 0 21000 15962 17245 2020 19494 21000 0 21000 21000 19494 19494 17245 15962 0 21000 0 0 0 0 21000 RICHARD JOHNSON 47 JEFFERSON SHORES ROAD BUZZARDS BAY MA 02532 5083806000 THE APPLICATION CAN BE SUBMITTED IN ANY ELECTRONIC OR PAPER FORMAT AND MUST INCLUDE THE NAME AND ADDRESS OF THE REQUESTOR AND THE REASON FOR THE NEED. NONE GENERALLY $3,000 PER REQUESTOR JON DOE ONE-EIGHT 8 NEWTON ST MARLBOROUGH MA 01752 NO RELATION FINANCIAL ASSISTANCE 21000 21000 14 241 14 2701 18 -7654 -7654 -4712 -7654 -12366 14 INTEREST AND DIVIDEND INCOME USED TO HELP OFFSET FUNDS USED FOR CHARITABLE PURPOSE. false false false false false false false false false false PERSHING 2023-12 37016 44670 -7654 PERSHING 2023-12 155000 155000 0 CORPORATE BONDS 14822 16540 COMMON STOCK 52173 177447 EXCHANGE TRADED PRODUCT 13992 11837 MISC 16 OSAIC MANAGEMENT FEE 1833 UNITED BRETHREN LODGE MANAGEMENT FEE 3851