2025-11-14T08:38:48-08:00 2024-12-31 043542037 ACCOUNTING & TAX ASSOCIATES INC 264 N MAIN ST STE 3 EAST LONGMEADOW MA 01028 990PF 2024-01-01 043541447 The John J Mullen Sr and Beatrice M Mullen Family Charitable Foundation JOHN 4132833177 95 Thompson Street Palmer MA 01069 Evelyn Glabicky Trustee 2025-11-14 true true Eli J Baron EA P00392508 4135250862 2024 2025-03-06 01:10:19Z X 1363804 X X 289 289 35505 35505 46243 286619 46243 82037 82037 1500 1500 11999 11999 1055 310 35 14554 12309 1535 68100 68100 82654 12309 69635 -617 69728 77646 70445 70445 1243080 1293359 1293359 1320726 1363804 1363804 62500 62000 62500 62000 X 1258226 1301804 1258226 1301804 1320726 1363804 1258226 -617 44195 1301804 1301804 Publicly traded securities P 2024-01-01 2024-12-31 29163 26538 2625 2625 Publicly traded securities P 2023-01-01 2024-12-31 240640 213838 26802 26802 Capital Gain Dividends 16816 46243 2625 969 969 969 1007 1007 X 38 0 0 false false false false false false false false true MA true false false false false true N/A Eli J Baron EA 4135250862 264 North Main St Suite 3 East Longmeadow MA 01028 false false false false false false false false false false false false false false false false false false false false false false Evelyn Glabicky 95 Thompson Street Palmer MA 01069 Trustee 0.50 0 Michael Glabicky 95 Thompson Street Palmer MA 01069 Trustee 0.50 0 Jason Mullen 226 Flynt Street Palmer MA 01069 Trustee 0.50 0 Christopher Glabicky 95 Thompson Street Palmer MA 01069 Trustee 0.50 0 NONE NONE 1318375 19762 0 1338137 0 1338137 20072 1318065 65903 65903 969 969 64934 64934 64934 69635 69635 64934 2538 2749 3472 4848 13607 69635 0 64934 4701 18308 0 2538 15770 2749 3472 4848 4701 X Second Congregational Church UCC Palmer 1080 Pleasant Street Palmer MA 01069 N/A PC Furtherance of the Charitable Organization 10000 Baystate Health Foundation Inc 280 Chestnut Street Springfield MA 01199 N/A PC Furtherance of the Charitable Organization 40100 St Thomas the Apostle Parish Church 1076 Thorndike Street Palmer MA 01069 N/A PC Furtherance of the Charitable Organization 500 Palmer Food Share 39 Walnut Street Palmer MA 01069 N/A PC Furtherance of the Charitable Organization 2500 Here Today Adopted Tomorrow Animal Sanct 180 Sturbridge Rd PO Box 557 Brimfield MA 01010 N/A PC Furtherance of the Charitable Organization 500 Palmer Business Partnership Inc 27 Oakland St PO Box 22 Palmer MA 01069 N/A PC Furtherance of the Charitable Organization 2000 Town of PalmerFuel Assistance 4417 Main Street Palmer MA 01069 N/A PC Furtherance of the Charitable Organization 7500 Baystate Health Hospital Auxiliary 280 Chestnut Street Springfield MA 01199 N/A PC Furtherance of the Charitable Organization 5000 68100 14 289 14 35505 18 46243 82037 82037 false false false false false false false false false false Accounting & Tax Associates Inc 1500 0 0 1500 First Eagle Overseas Fund FMV American Euro Pacific Growth Fund FMV First Eagle Global Fund FMV 67404 67404 John Hancock Bond Fund FMV 161922 161922 Lord Abbett Short Duration Income Fund FMV 69634 69634 Lord Abbett Floating Rate Fund FMV 55427 55427 MFS Value Fund FMV 135548 135548 T Rowe Price Dividend Growth Fund FMV 117735 117735 Vanguard Dividend Appreciation ETF FMV 130576 130576 IShares Russell 1000 Growth FMV 91032 91032 Vaneck Morningstar Wide Moat ETF FMV 79279 79279 MFS Total Return Bond Fund FMV 162511 162511 Vanguard S&P Mid-Cap 400 ETF FMV 67735 67735 IShares TR MSCI EAFE FMV 80902 80902 MFS International FMV 73654 73654 Merrill Lynch Investment Management Fees 11999 11999 0 0 Commonwealth of Massachusetts Form PC 35 35 Federal Investment Excise 710 Foreign Taxes paid on Investments 310 310