2026-02-03T14:34:57-06:00 2025-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 500 EXCHANGE STREET SUITE 9-100 PROVIDENCE RI 02903 990PF 2024-07-01 137186561 THE CARTER DALTON QUINN CHARITABLE TRUST CART 7817759757 PO BOX 7 LINCOLN MA 01773 ELISABETH CARTER TRUSTEE 7817759757 2026-01-30 1 0 EDWARD PIERONI P00189634 4014214800 2026-01-30 2024 2025-03-06 01:10:19Z X 994389 X 1000 X 5900 5900 67146 82961 67146 74046 73046 0 0 0 1000 0 1000 680 0 0 35 0 35 1715 0 1035 39000 39000 40715 0 40035 33331 73046 40410 8689 8689 639642 705128 961757 25738 25304 23943 705790 739121 994389 0 0 X 705790 739121 705790 739121 705790 739121 705790 33331 0 739121 0 739121 PUBLICLY TRADED SECURITIES 18450 15815 2635 2635 CAPITAL GAINS DIVIDENDS P 64511 64511 64511 67146 1015 0 1015 0 1015 687 0 0 0 687 X 0 328 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 WWW.CDQTRUST.ORG ELISABETH CARTER 7817759757 PO BOX 7 LINCOLN MA 01773 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELISABETH CARTER PO BOX 7 LINCOLN MA 01773 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 0 939484 22070 0 961554 0 0 961554 14423 947131 47357 47357 1015 1015 46342 0 46342 0 46342 40035 0 40035 46342 0 0 14912 13630 3166 16625 48333 40035 0 0 0 40035 0 6307 6307 42026 0 0 0 0 0 0 8605 33421 13630 3166 16625 ELISABETH CARTER ELISABETH CARTER PO BOX 7 LINCOLN MA 01773 7817759757 CDQTRUST@GMAIL.COM SEND BRIEF (2PG MAX) LETTER OF INQUIRY FIRST; DO NOT SEND UNSOLICITED GRANT PROPOSALS. APPLICATION PACKET (PROPOSAL GUIDELINES, REQUIREMENTS, EXPLANATION OF THE FOUNDATION MISSION, ETC.) PROVIDED IF PROJECT APPEARS TO ALIGN WITH THE TRUST'S MISSION AND INTERESTS. SEE ALSO WEBSITE BEFORE SENDING LETTER ( WWW.CDQTRUST.ORG ). LETTER OF INQUIRY/REQUEST FOR APPLICATION MAY ALSO BE SENT VIA EMAIL. PLEASE ALSO INCLUDE IS AS AN ATTACHMENT ON YOUR NON-PROFIT'S STATIONERY. CDQTRUST@GMAIL.COM. COMPLETED APPLICATIONS MUST BE SUBMITTED AT LEAST 3 MONTHS AND NO MORE THAN 9 MONTHS BEFORE DECISION IS NEEDED. GRANTS AWARDED TWICE A YEAR, SEE APPLICATION PACKET. LETTERS OF INQUIRY RESPONDED TO WITHIN 60 DAYS. CURRENTLY SEEKING TO ASSIST PROJECTS BY NON-PROFIT ORGANIZATIONS (NO INDIVIDUALS) PRIMARILY IN MASSACHUSETTS WHOSE ACTIVITIES COINCIDE WITH FOUNDATION MISSION, WITH PARTICULAR EMPHASIS ON ENVIRONMENTAL PROTECTION AND SUSTAINABILITY PROJECTS. COMMUNITY SERVINGS 179 ARMORY ST JAMAICA PLAIN MA 02130 N/A PC GENERAL SUPPORT 1000 NEW ENGLAND WILDLIFE CENTERS 500 COLUMBIAN STREET SOUTH WEYMOUTH MA 02190 N/A PC ONE HEALTH IN THE NEW WORLD: A STEM EDUCATION PROGRAM 21000 OCEAN RIVER INSTITUTE 12 ELIOT ST CAMBRIDGE MA 02138 N/A PC GENERAL SUPPORT 7000 WOODWELL CLIMATE RESEARCH CENTER 249 WOODS HOLE RD FALMOUTH MA 02540 N/A PUBLIC CHARITY URBAN HEAT MITIGATION IN NEW BEDFORD PROJECT 10000 39000 0 14 5900 18 67146 0 73046 0 73046 0 0 0 0 0 0 0 0 0 0 RETURN PREPARATION AND TAX COMPLIANCE 1000 0 1000 GENL ELEC CAP CP 4.3% 1/15/31 25304 23943 PARNASSUS CORE EQUITY FD 549957 721579 MICROSOFT CORP 39628 91523 EVERCORE EQUITY 115543 148655 MA PC FILING FEE 35 0 35 FEDERAL EXCISE TAX FYE 6/30/25 ESTIMATES 680 0 0