2026-09-08T11:12:36-05:00 2026-03-31 042513210 GERALD T REILLY & COMPANY 424 ADAMS STREET MILTON MA 02186 990EZ 2025-04-01 046057842 ISADORE FORBES BENEVOLENT FUND ISAD 5084078237 15 MIDSTATE DRIVE SUITE 214 AUBURN MA 01501 RONALD A FOWLER TREASURER 5084078237 2026-09-01 1 JAYME F MOORE CPA P01348807 6176968900 2025 X X N/A X X 59874 X 47233 12641 59874 81633 81633 -21759 292451 11938 282630 292451 282630 292451 282630 0 0 292451 282630 X FRATERNAL BENEVOLENT FINANCIAL ASSISTANCE FRATERNAL BENEVOLENT FINANCIAL ASSISTANCE 0 77720 77720 RONALD A FOWLER TREASURER 2.00 0 0 0 KITA GONYEA PRESIDENT 2.00 0 0 0 MARION J MCPHEE SECRETARY 2.00 0 0 0 ELAINE R WALLACE TRUSTEE 2.00 0 0 0 MARTIN J HOGAN TRUSTEE 2.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MA RONALD A FOWLER 37 BUCKBOARD DRIVE WESTFORD MA 01886 9788074058 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 29129 13435 22752 14049 47233 126598 29129 13435 22752 14049 47233 126598 44193 82405 2761 2947 3233 7431 6107 22479 149077 0.55280 0.62390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: GAIN ON SALE OF INVESTMENTS. AMOUNT: 6,534. DESCRIPTION: DIVIDENDS AND INTEREST. AMOUNT: 6,107. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 12,641. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: ADMINISTRATIVE EXPENSE. AMOUNT: 1,177. DESCRIPTION: TEMPORARY RELIEF. AMOUNT: 77,720. DESCRIPTION: INVESTMENT FEES. AMOUNT: 2,736. TOTAL TO FORM 990-EZ, LINE 16: 81,633. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: CHANGE IN MARKET VALUE OF INVESTMENTS - UNREALIZED GAIN. AMOUNT: 11,938. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.