2023-06-26T09:51:04-05:00 2022-12-31 571157523 APRIO LLP 111 ROCKVILLE PIKE SUITE 600 ROCKVILLE MD 20850 990PF 2022-01-01 542062016 SWEETSER FOUNDATION INC SWEE 7036263847 PO BOX 351 ANNAPOLIS MD 21404 WILLARD M SWEETSER JR PRESIDENT/DIRECTOR 7036263847 2023-06-01 1 WILLARD SWEETSER JR XXX-XX-XXXX 0 ANATOLI PILCHTCHIKOV CPA P01350273 3012316200 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 4862840 X X 78561 78561 19189 24865 19189 97750 97750 0 0 0 4749 2000 2749 5060 1000 4060 1000 0 0 7082 55 7027 17891 3055 13836 283000 283000 300891 3055 296836 -203141 94695 423555 4060 4060 1370694 1587048 4858780 1794249 1591108 4862840 0 0 X 0 0 0 0 1794249 1591108 1794249 1591108 1794249 1591108 1794249 -203141 0 1591108 0 1591108 FIDELITY #7446 2021-12-30 2022-12-31 24865 5676 19189 19189 19189 1316 0 1316 0 1316 1563 0 0 0 1563 0 247 247 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A WILLARD M SWEETSER JR 7036263847 5 SHIPWRIGHT HARBOR ANNAPOLIS MD 21401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 WILLARD M SWEETSER JR 5 SHIPWRIGHT HARBOR ANNAPOLIS MD 21401 PRESIDENT/DIRECTOR 1.00 0 0 0 SHARON S HACKETT 87 RANDOLPH AVE MILTON MA 02186 DIRECTOR 1.00 0 0 0 SUSANNE M BLALOCK 3 PARKER FARM LANE AMHERST NH 03031 DIRECTOR 1.00 0 0 0 STACY L SWEETSER 1 THYME WAY AMHERST NH 03031 DIRECTOR 1.00 0 0 0 ELLEN S ALLEN 51 HILLSIDE ROAD STONY BROOK NY 11790 CHAIR/ADVISORY BOARD 1.00 0 0 0 NONE 0 NONE 0 0 5338244 48501 0 5386745 0 0 5386745 80801 5305944 265297 265297 1316 1316 263981 0 263981 0 263981 296836 0 296836 263981 282742 0 0 296836 282742 0 0 14094 0 0 0 0 0 0 0 0 249887 0 0 0 WILLARD M SWEETSER JR ELLEN S ALLEN 51 HILLSIDE ROAD STONY BROOK NY 11790 6317516631 AVAILABLE UPON REQUEST AVAILABLE UPON REQUEST PURSUANT TO AN IRS-APPROVED SCHOLARSHIP PROGRAM, THE FOUNDATION PROVIDES COLLEGE SCHOLARSHIP GRANTS TO SELECTED QUALIFIED GRADUATES FROM GRAY NEW GLOUCESTER HIGH SCHOOL, GRAY, MAINE. THE FOUNDATION OTHERWISE MAKES GRANTS ONLY TO PRE-SELECTED CHARITABLE ORGANIZATIONS AND DOES NOT ACCEPT UNSOLICITED GRANT REQUESTS. ANNAPOLIS SYMPHONY ORCHESTRA 801 CHASE STREET ANNAPOLIS MD 21401 PC GENERAL OPERATING SUPPORT 2500 ARCHBISHOP CARROLL HIGH SCHOOL 4300 HAREWOOD RD NE WASHINGTON DC 20017 PC GENERAL OPERATING SUPPORT 40000 ARCHDIOCESE OF BALTIMORE 320 CATHEDRAL STREET BALTIMORE MD 21201 PC ARCHBISHOP'S APPEAL 2000 ARCS FOUNDATION 10221 RIVER ROAD POTOMAC MD 20859 PC GENERAL OPERATING SUPPORT 15000 CASA OF NEW HAMPSHIRE 138 COOLIDGE AVE MANCHESTER NH 03102 PC GENERAL OPERATING SUPPORT 20000 CATHOLIC SCHOOLS FOUNDATION 67 BATTERYMARCH STREET BOSTON MA 02110 PC GENERAL OPERATING SUPPORT 10000 CLARKSON UNIVERSITY 8 CLARKSON AVENUE POTSDAM NY 13699 NONE I SWEETSER SCHOLAR 5000 COAST GUARD FOUNDATION 394 TAUGWONK ROAD STONINGTON CT 06378 PC SHIPMATES' FUND 2000 CONSTRUCTION EDUCATION FOUNDATION 42680 TRADE WEST DRIVE DULLES VA 20166 PC GENERAL OPERATING SUPPORT 5000 FEEDING AMERICA 161 NORTH CLARK STREET CHICAGO IL 60601 PC GENERAL OPERATING SUPPORT 5000 GREATER BOSTON FOOD BANK 70 SOUTH BAY AVE BOSTON MA 02118 PC GENERAL OPERATING SUPPORT 2500 HUSSON UNIVERSITY 1 COLLEGE CIRCLE BANGOR ME 04401 NONE I SWEETSER SCHOLAR 3000 MAINE MARITIME ACADEMY 1 PLEASANT STREET CASTINE ME 04420 NONE I SWEETSER SCHOLARS 10000 MILTON COMMUNITY FOOD PANTRY 158 BUE HILLS PARKWAY MILTON MA 02186 PC GENERAL OPERATING SUPPORT 1000 RENSSELAER POLYTECHNIC INSTITUTE 110 8TH STREET TROY NY 12180 NONE I SWEETSER SCHOLAR 3000 RIVIER UNIVERSITY 420 SOUTH MAIN STREET NASHUA NH 03060 NONE I SWEETSER SCHOLAR 3000 ROSIE'S PLACE 889 HARRISON AVE BOSTON MA 02118 PC GENERAL OPERATING SUPPORT 5000 SCHOOL OF THE CATHEDRAL 111 AMBERLY WAY BALTIMORE MD 21210 PC DARBY-JACOKES SCHOLARSHIP FUND 5500 SEEDS 4 SUCCESS 1399 FOREST DRIVE ANNAPOLIS MD 21403 PC GENERAL OPERATING SUPPORT 30000 SHARE OUTREACH 1 COLUMBUS AVE MILFORD NH 03055 PC GENERAL OPERATING SUPPORT 5000 SPA CREEK CONSERVANCY 101 SPA VIEW AVENUE ANNAPOLIS MD 21401 PC GENERAL OPERATING SUPPORT 1000 ST AGATHA SCHOOL 440 ADAMS STREET MILTON MA 02186 PC GENERAL OPERATING SUPPORT 5000 ST MARY OF THE HILLS SCHOOL 250 BROOK ROAD MILTON MA 02186 PC GENERAL OPERATING SUPPORT 5000 ST MARY'S CHURCH 109 DUKE OF GLOUCESTER STREET ANNAPOLIS MD 21401 PC GENERAL OPERATING SUPPORT 3000 START THE ADVENTURE IN READING 171 DUKE OF GLOUCESTER STREET ANNAPOLIS MD 21401 PC GENERAL OPERATING SUPPORT 15000 THOMAS JEFFERSON FOUNDATION 931 THOMAS JEFFERSON PKWY CHARLOTTESVILLE VA 22902 PC GENERAL OPERATING SUPPORT 6500 UNIVERSITY OF MAINE 5781 WINGATE HALL ORONO ME 04469 NONE I SWEETSER SCHOLAR 5000 UNIVERSITY OF MAINE 5781 WINGATE HALL ORONO ME 04469 NONE I SWEETSER SCHOLAR 5000 UNIVERSITY OF SOUTHERN MAINE 96 FALMOUTH STREET PORTLAND ME 04103 NONE I SWEETSER SCHOLAR 5000 UNIVERSITY OF SOUTHERN MAINE 96 FALMOUTH STREET PORTLAND ME 04103 NONE I SWEETSER SCHOLAR 5000 WILLIAM S BAER SCHOOL 2001 N WARWICK AVE BALTIMORE MD 21216 PC GENERAL OPERATING SUPPORT 1000 CLARK UNIVERSITY 950 MAIN STREET WORCESTER MA 01610 NONE I SWEETSER SCHOLAR 5000 ELON UNIVERSITY 100 CAMPUS DRIVE ELON NC 27244 PC GENERAL OPERATING SUPPORT 10000 ERIK'S RANCH 3420 HERITAGE DRIVE EDINA MN 55435 PC GENERAL OPERATING SUPPORT 2000 INTERNATIONAL RETT SYNDROME FOUNDATION 4677 DEVITT DRIVE CINCINNATI OH 45246 PC GENERAL OPERATING SUPPORT 2000 MARY HITCHCOCK MEMORIAL HOSPITAL ONE MEDICAL CENTER DRIVE LEBANON NH 03756 PC GENERAL OPERATING SUPPORT 10000 MILFORD LIONS CHARITIES PO BOX 274 MILFORD NH 03055 PC GENERAL OPERATING SUPPORT 5000 SERVE THE CHILDREN 6314 19TH STREET WEST FIRCREST WA 98466 PC GENERAL OPERATING SUPPORT 5000 UNIVERSITY OF MAINE AT FORT KENT 23 UNIVERSITY DRIVE FORT KENT ME 04743 NONE I SWEETSER SCHOLAR 3000 WORCESTER POLYTECHNIC INSTITUTE 100 INSTITUTE ROAD WORCESTER MA 01609 PC GENERAL OPERATING SUPPORT 10000 283000 0 14 78561 18 19189 0 97750 0 97750 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 5060 1000 4060 FIDELITY #7446 - STOCKS 1587048 4858780 LEGAL FEES 4749 2000 2749 BOOKKEEPING 7027 0 7027 MARGIN INTEREST 55 55 0 FEDERAL EXCISE TAX 1000 0 0