2026-03-12T15:39:34-05:00 2025-12-31 050409384 KAHN LITWIN RENZA & CO LTD 300 BRICKSTONE SQUARE 1001 ANDOVER MA 01810 990PF 2025-01-01 042137061 ARTEMAS W STEARNS TRUST C/O MARSHA E RICH ESQ STEA 9786870156 9 BARTLET STREET 343 ANDOVER MA 01810 MARSHA E RICH ESQ TRUSTEE 9786870156 2026-03-09 1 TRACY DESCOTEAUX P00577006 9789702900 2026-03-09 2025 2025-03-06 01:10:19Z X 4875698 X X 38688 38688 136713 136713 132676 868328 132676 308077 308077 30000 15000 15000 8391 4195 4196 16611 8305 8306 26956 13478 13478 1627 1627 0 4110 4110 0 240 120 120 37352 34829 2523 125287 81664 43623 224700 224700 349987 81664 268323 -41910 226413 129515 72165 72165 63629 63629 65532 3264845 3234340 3925187 728131 782848 812814 4186120 4152982 4875698 25346 34118 25346 34118 X 1127601 1080275 0 0 3033173 3038589 4160774 4118864 4186120 4152982 4160774 -41910 0 4118864 0 4118864 PUBLICALLY TRADED SECURITIES P 115761 128139 -12378 -12378 PUBLICALLY TRADED SECURITIES P 752567 607513 145054 145054 132676 3147 0 3147 0 3147 2760 0 0 0 2760 0 387 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A MARSHA E RICH ESQ 9786870156 9 BARTLET STREET 343 ANDOVER MA 01810 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARSHA E RICH ESQ 9 BARTLET STREET 343 ANDOVER MA 01810 TRUSTEE 10.00 6000 0 0 EILEEN M KHOURY PO BOX 5627 SALISBURY MA 01952 TRUSTEE 10.00 6000 0 0 JOHN T POLLANO ESQ 280B MERRIMACK STREET METHUEN MA 01844 TRUSTEE 10.00 6000 0 0 REV CHRISTOPHER CASEY 22 PLYMOUTH STREET METHUEN MA 01844 TRUSTEE 10.00 6000 0 0 MATTHEW A KRAUNELIS 61 COX LANE METHUEN MA 01844 TRUSTEE 10.00 6000 0 0 NONE 0 NONE 0 0 4597986 117223 0 4715209 0 0 4715209 70728 4644481 232224 232224 3147 3147 229077 0 229077 0 229077 268323 0 268323 229077 23384 0 0 268323 23384 0 0 229077 15862 0 0 15862 0 0 0 0 0 0 0 15862 15862 TRUSTEES 9 BARTLET STREET SUITE 343 ANDOVER MA 01810 9786870156 REQUIRED CONTENTS: 1. STATEMENT OF ORGANIZATIONAL BACKGROUND, PURPOSE AND OBJECTIVE OF THE ORGANIZATION AND A LIST OF OFFICERS AND BOARD OF DIRECTORS (OR TRUSTEES). 2. EXPLANATION OF CURRENT FINANCIAL STATUS AND COPIES OF THE MOST RECENT FINANCIAL STATEMENTS, INCLUDING BALANCE SHEET AND INCOME AND EXPENSE STATEMENT. 3. DETAILED STATEMENT OF THE PROJECT OR PROGRAM FOR WHICH THE GRANT IS BEING SOUGHT. 4. STATEMENT OF SOURCES OF FINANCIAL SUPPORT, INCLUDING OTHER GRANTS OR EXPECTED GRANTS. 5. STATEMENT SHOWING THE DIRECT BENEFIT TO THE INDIGENT AGED PEOPLE OR TO THE DESERVING POOR OF THE CITY OF LAWRENCE. 6. COPY OF THE MOST RECENT TAX-EXEMPT STATUS LETTER FROM THE INTERNAL REVENUE SERVICE, EVIDENCING SECTION 501(C)(3) STATUS. 7. FEDERAL EMPLOYER IDENTIFICATION NUMBER. 8. SPECIFY THE NUMBER OF LAWRENCE RESIDENTS WHO WILL BE SERVED BY THE GRANT BEFORE ITS PROPOSAL 9. ANY OTHER INFORMATION WHICH THE APPLICANT BELIEVES WILL BE HELPFUL TO THE TRUSTEES IN PROCESSING THE APPLICATION. JANUARY 31 OF THE YEAR FOR WHICH THE GRANTS ARE REQUESTED. GRANT RECIPIENTS WILL BE REQUIRED TO SIGN A RECEIPT AND ASSENT IN THE FORM APPROVED BY THE TRUST. IN ADDITION, THE ORGANIZATION MUST CERTIFY TO THE TRUST THAT THE FUNDS HAVE BEEN EXPENDED FOR THE PURPOSES FOR WHICH THE GRANT WAS MADE AND DESCRIBE THE DISPOSITION OF THE FUNDS NO LATER THAN DECEMBER 31 OF THE YEAR IN WHICH THE GRANT WAS MADE. IF THE FUNDS HAVE NOT BEEN FULLY SPENT BY DECEMBER 31, THE ORGANIZATION MUST SEND A LETTER BY THAT DATE STATING HOW MUCH OF THE GRANT HAS BEEN SPENT AND THAT THE AMOUNT SPENT FOR THE PURPOSES FOR WHICH THE GRANT WAS MADE. FUTURE GRANT REQUESTS FROM THE ORGANIZATION WHICH DO NOT COMPLY WITH THIS REQUIREMENT WILL NOT BE CONSIDERED BY THE TRUSTEES. BELLESINI OSA ACADEMY 94 BRADFORD STREET LAWRENCE MA 01840 NONE NC EDUCATION 7500 BEYOND SOCCER 280 MERRIMACK STREET LAWRENCE MA 01843 NONE NC CHARITY 5000 BOYS & GIRLS CLUB OF LAWRENCE 136 WATER STREET LAWRENCE MA 01841 NONE NC CHARITY 15000 BREAD & ROSES HERITAGE COMMITTEE 58 NEWBURY STREET LAWRENCE MA 01843 NONE NC CHARITY 2500 BROOKS SCHOOL 1160 GREAT POND ROAD NORTH ANDOVER MA 01845 NONE NC EDUCATION 3200 CENTRAL CATHOLIC HIGH SCHOOL 300 HAMPSHIRE STREET LAWRENCE MA 01841 NONE NC EDUCATION 5000 COMMUNITY GIVING TREE 572B MAIN STREET BOXFORD MA 01921 NONE NC CHARITY 2000 COMMUNITY IN ROADS 190 ACADEMY ROAD NORTH ANDOVER MA 01845 NONE NC CHARITY 2000 ESPERANZA ACADEMY 198 GARDEN STREET LAWRENCE MA 01840 NONE NC EDUCATION 5000 FAMILY SERVICE INC (ESTEEM) 430 NORTH CANAL STREET LAWRENCE MA 01840 NONE NC HEALTH 2000 FAMILY SERVICE INC (SAMARITANS) 430 NORTH CANAL STREET LAWRENCE MA 01840 NONE NC HEALTH 2000 FOOD FOR THE WORLD INC 516 ESSEX STREET LAWRENCE MA 01841 NONE NC CHARITY 10000 GREATER LAWRENCE COMMUNITY BOATING PROGRAM 1 EATON STREET LAWRENCE MA 01843 NONE NC CHARITY 18000 GREATER LAWRENCE FAMILY HEALTH CENTER 34 HAVERHILL STREET LAWRENCE MA 01841 NONE NC HEALTH 15000 GREATER LAWRENCE FAMILY HEALTH CENTER 34 HAVERHILL STREET LAWRENCE MA 01841 NONE NC HEALTH 7500 LAWRENCE CATHOLIC ACADEMY 101 PARKER STREET LAWRENCE MA 01843 NONE NC EDUCATION 5000 LAWRENCE COMMUNITY WORKS 168 NEWBURY STREET LAWRENCE MA 01840 NONE NC EDUCATION 5000 LAWRENCE GENERAL HOSPITAL 1 GENERAL STREET LAWRENCE MA 01842 NONE NC HEALTH 13000 LAWRENCE HISTORY CENTER 6 ESSEX STREET LAWRENCE MA 01840 NONE NC EDUCATION 3000 LAZARUS HOUSE 48 HOLY STREET LAWRENCE MA 01841 NONE NC CHARITY 20000 MARY IMMACULATE HEALTHCARE SERVICES 172 LAWRENCE STREET LAWRENCE MA 01841 NONE NC HEALTH 7500 MERRIMACK VALLEY FOOD BANK INC 735 BROADWAY STREET LOWELL MA 01854 NONE NC CHARITY 5000 MERRIMACK VALLEY IMMIGRANT EDUCATION CENTER 439 S UNION STREET BLDG 2 BASEMENT LAWRENCE MA 01843 NONE NC CHARITY 1500 NEIGHBORS IN NEED 60 ISLAND STREET SUITE 214 LAWRENCE MA 01840 NONE NC CHARITY 20000 NOTRE DAME CRISTO REY HIGH SCHOOL 203 LAWRENCE STREET LAWRENCE MA 01810 NONE NC EDUCATION 7500 NOTRE DAME EDUCATION CENTER 203 LAWRENCE STREET LAWRENCE MA 01840 NONE NC EDUCATION 5000 PARTNERS IN CHILD DEVELPOMENT 130 PARKER STREET LAWRENCE MA 01840 NONE NC EDUCATION 5000 PHILLIPS ACADEMY 7 CHAPEL AVE ANDOVER MA 01810 NONE NC EDUCATION 2500 REGIE COLLEGE 235 WELLESLEY ST WESTON MA 02493 NONE NC EDUCATION 5000 ST GEORGE EASTERN ORTHODOX CHURCH 8 LOWELL STREET LAWRENCE MA 01840 NONE NC CHARITY 10000 TEACH FOR AMERICA MASSACHUSETTS 60 CANAL STREET 5TH FLOOR BOSTON MA 02114 NONE NC EDUCATION 5000 THE JOEY FOURNIER FOUNDATION 11 UNION STREET LAWRENCE MA 01840 NONE NC HEALTH 1000 YMCA INC MERRIMACK VALLEY 360 MERRIMACK STREET LAWRENCE MA 01843 NONE NC CHARITY 2000 224700 0 14 38688 14 136713 18 132676 0 308077 0 308077 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 26956 13478 13478 CORPORATE BONDS 782848 812814 CORPORATE STOCK 3234340 3925187 63629 65532 0 0 LEGAL FEES 16611 8305 8306 FILING FEES 910 0 910 INVESTMENT FEES 34829 34829 0 OFFICE EXPENSE 212 0 212 POSTAGE 90 0 90 INSURANCE 951 0 951 PUBLICATION EXPENSE 360 0 360 FOREIGN TAXES ON DIVIDENDS 12 12 0 FEDERAL TAXES 4098 4098 0