2025-01-16T09:58:11-05:00 2024-10-31 042988808 GRADY FINANCIAL SERVICE 1 MERRIMAC ST UNIT 14 NEWBURYPORT MA 019502561 990PF 2023-11-01 042589680 GENERAL CHARITABLE SOCIETY OF NEWBURYPORT GENE 9785181459 PO BOX 365 NEWBURYPORT MA 01950 SUE BLUMENSCHEID PRESIDENT 9785181459 2025-01-15 true true JOHN F GRADY P01238679 9784650222 2025-01-16 X 2023 2024-10-15 13:58:12Z X 1539232 X 32005 X 43 43 43 62957 62957 62957 288926 1398448 383931 63000 63000 11600 11600 11600 9280 3785 3785 3785 11818 11818 11818 272 272 272 2539 2539 2539 30014 30014 30014 9280 53919 53919 83933 30014 30014 63199 299998 32986 32986 17387 7315 7315 62954 80483 80483 1197011 1451434 1451434 1277352 1539232 1539232 0 X 1277352 1539232 1277352 1539232 1277352 1539232 1277352 299998 1577350 38118 1539232 459 459 459 459 false false false false false false true true MA true true false false true GENERALCHARITABLESOCIETY.ORG DIANE GOODWIN 9782708631 61 CURZON MILL ROAD NEWBURYPORT MA 01950 false false false false false false false false false false false false false false false false false false false false BETH AYRES 266 MERRIMAC STREET UNIT 1 NEWBURYPORT MA 01950 ASSISTANT TR 1.00 500 0 0 MEGAN VAN VLIET 1 KNIGHTS LANE NEWBURYPORT MA 01950 VICE PRESIDE 1.00 500 0 0 MARTHA LEEN 42 BROAD STREET NEWBURYPORT MA 01950 SECRETARY 1.00 1000 0 0 SUE BLUMENSCHEID 20 LAVALLEY LANE NEWBURYPORT MA 01950 PRESIDENT 2.00 6000 0 0 DIANE GOODWIN 61 CURZON MILL ROAD NEWBURYPORT MA 01950 TREASURER 2.00 3600 0 0 NONE NONE SCHOLARSHIP PROGRAM TO GRADUATING NEWBURYPORT HIGH SCHOOL STUDENTS 20,000.00 20000 ASSISTANCE TO NEEDY INDIVIUALS OF GREATER NEWBURYPORT 31919.00 31919 LOCAL NON PROFITS OF NEWBURYPORT 2000.00 2000 N/A 1368040 94973 0 1463013 1463013 21945 1441068 72053 X 63199 63199 63199 63199 63199 2002-01-01 X 32986 19550 34653 11026 98215 28038 16618 29455 9372 83483 63199 62170 55093 49239 229701 63199 62170 55093 49239 229701 1463013 1303567 1333248 1437766 5537594 1463013 1303567 1333248 1437766 5537594 X SUE BLUMENSCHEID 20 LAVALLEY LANE 20 LAVALLEY LANE NEWBURYPORT MA 01950 9785181459 BLUMENS@COMCAST.NET GREATER NEWBURYPORT RESIDENTS NEWBURYPORT STUDENTS 1 VARIOUS STREET NEWBURYPORT MA 01950 NONE STUDENTS TUITION ASSISTANCE 20000 NEWBURYPORT RESIDENTS 1 VARIOUS STREET NEWBURYPORT MA 01950 NONE NEEDY BASIC NEEDS ASSISTANCE 31919 FRIENDS OF NBPT YOUTH SERVICES 40 MILK STREET NEWBURYPORT MA 01950 NONE NON PROFIT ASSISTENCE TO NBPT RESIDENTS 500 NBPT COMMUNITY SERVICES 35 SUMMER STREET NEWBURYPORT MA 01950 NONE NON PROFIT BASIC NEEDS ASSISTANCE 500 LYDIA'S KIDS 93 STATE STREET NEWBURYPORT MA 01950 NONE NON PROFIT ASSISTANCE TO CHILDREN 500 BOYS GIRLS CLUB 15 MAPLE STREET SALISBURY MA 01952 NONE NON PROFIT ASSISTANCE TO CHILDREN 500 53919 14 43 14 62957 26 26 288926 351926 351926 3 THE REVENUE PRODUCED FROM STOCKS ALLOWS OUR ORGANIZA- 4 TION TO PROVIDE SUPPORT FOR OUR RECIPIENTS. 8 CAPITAL GAINS PRODUCES CASHFLOW FOR INDIVIDUAL SUPPORT false false false false false false false false false false GRADY FINANCIAL TAX PREPARATION 3785 3785 3785 HARDING LOEVNER INTL 2020-01 PURCHASE 2024-04 56034 51456 4578 VANGUARD INLT EQUITY 2020-01 PURCHASE 2024-04 106754 65921 40833 ALGIERS CAPITAL 2020-01 PURCHASE 2024-06 215038 135975 79063 BLACKORCK MULTI ASSET 2020-01 PURCHASE 2024-06 205762 221973 -16211 FEDERATED HERMES 2020-01 PURCHASE 2024-06 171729 182927 -11198 HARDING LOEVNER INTL 2020-01 PURCHASE 2024-06 95383 79206 16177 JOHNSON & JOHNSON 2020-01 PURCHASE 2024-06 14661 5372 9289 MERCK 2020-01 PURCHASE 2024-06 19357 1638 17719 PIMCO 2020-01 PURCHASE 2024-06 135347 136150 -803 PROCTOR & GAMBLE 2020-01 PURCHASE 2024-06 16612 5660 10952 SPIDER GOLD 2020-01 PURCHASE 2024-06 96851 61186 35665 VANGAURD INLT EQUITY 2020-01 PURCHASE 2024-06 110902 53537 57365 VIRTUS SMALL MIDCAP 2020-01 PURCHASE 2024-06 147916 102895 45021 VANGAURD INDEX 2020-01 PURCHASE 2024-09 1573 1438 135 VANGUARD INDEX 2020-01 PURCHASE 2024-09 4529 4188 341 COMMON STOCKS MUTUAL FUNDS 989285 989285 CORPORATE BONDS 462149 462149 UNREALIZED LOSSES 38118 EXPENSES PO BOX RENTAL 222 222 222 INSURANCE & BONDING EXPENSE 1731 1731 1731 MASS FILING FEE 50 50 50 ADVERTISEMENT 192 192 192 OFFICE EXPENSES 344 344 344 MONEY MANAGEMENT FEE (1%) 11818 11818 11818 FEDERAL TAX 272 272 272