2022-09-29T12:34:35-07:00 2021-12-31 261588653 HOUSSAN & OJERHOLM PC 333 SHREWSBURY STREET WORCESTER MA 01604 990PF 2021-01-01 200477156 FELS FAMILY FOUNDATION FELS 5087919502 333 SHREWSBURY ST WORCESTER MA 01604 GERALD FELS Trustee 5087919502 2022-09-29 true GERALD FELS 999009999 David R Ojerholm CPA P00055478 5087919501 0 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z X 26965912 X X 138 138 138 1217494 1217494 1217494 564042 2128984 564042 70350 1781674 1781674 1287982 2000 6749 6749 19376 18876 28125 25625 0 1194400 1194400 1222525 25625 1194400 559149 1756049 1287982 2482386 601073 530879 2624335 2454400 3990828 16959510 19569907 22444205 22066231 22625380 26965912 0 X 22066231 22625380 22066231 22625380 22066231 22625380 22066231 559149 22625380 22625380 MERRILL LYNCH CAPITAL GAIN DISTRIBUTIONS P 2000-01-01 2021-01-01 375757 375757 375757 MERRILL LYNCH ST P 2000-01-01 2021-01-01 483888 463776 20112 20112 MERRILL LYNCH ST P 2000-01-01 2021-01-01 50238 50238 50238 MERRILL LYNCH LT P 2000-01-01 2021-01-01 1219101 1101166 117935 117935 564042 70350 24409 24409 24409 20440 20000 40440 X 54 15977 15977 false false false false false false false false true MA true false false false false true N/A THE FOUNDATION 5087919502 333 SHREWSBURY ST WORCESTER MA 01604 false false false false false false false false false false false false false false false false false false false false false false GERALD FELS 271 THOMPSON RD WEBSTER MA 01570 Trustee 10.00 0 MARILYN FELS 271 THOMPSON RD WEBSTER MA 01570 Trustee 2.00 0 LAURA GREEN 21 POINT PLEASANT RD WEBSTER MA 01570 Trustee 1.00 0 NONE NONE 23797809 1506582 0 25304391 0 25304391 379566 24924825 1246241 1246241 24409 24409 1221832 1221832 1221832 1194400 1194400 1221832 1172786 1194400 1172786 0 21614 1200218 GERALD FELS X DAVID R OJERHOLM 333 SHREWSBURY STREET WORCESTER MA 01604 REQUESTS FOR GRANTS SHOULD BE MADE BY LETTER NONE NO SPECIFIC RESTRICTIONS, YET THE FOUNDATION CONCENTRATES ITS GRANT MAKING TO ORGANIZATIONS IN THE CENTRAL MASSACHUSETTS AREA. ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 STERLING ANIMAL SHELTER 17 LAURELWOOD ROAD STERLING MA 01564 NONE PC GENERAL 200 LUCKY HORSE EQUINE RESCUE 185 CENTURY MILL ROAD BOLTON MA 01740 NONE PC GENERAL 200 BAYPATH HUMANE SOCIETY 500 LEGACY FARMS NORTH HOPKINTON MA 01748 NONE PC GENERAL 200 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 500 PARTNERS IN CHARITY 49 ELM STREET WORCESTER MA 01609 NONE PC GENERAL 10000 DCE FOUNDATION PO BOX 92 DUDLEY MA 01571 NONE PC GENERAL 1000 PEOPLE FOR ANIMALS LEAGUE 6 KINGSBURY ROAD SPENCER MA 01562 NONE PC GENERAL 200 FELICIAN SISTERS 1315 ENFIELD STREET ENFIELD CT 06082 NONE PC GENERAL 500 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 40 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET WEBSTER MA 01571 NONE PC GENERAL 50 WORCESTER COUNTY FOOD BANK 474 BOSTON TURNPIKE SHREWSBURY MA 01545 NONE PC GENERAL 10000 TOWN OF WEBSTER 271 THOMPSON ROAD WEBSTER MA 01570 NONE PC GENERAL 800000 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 BLACK TAVERN HISTORIAL SOCIETY 138 CENTER ROAD DUDLEY MA 01571 NONE PC GENERAL 100 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 GREATER WORC COMM FOUND 370 MAIN STREET WORCESTER MA 01608 NONE PC GENERAL 2660 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 DAUGHTERS OF THE HOLY SPIRIT 508 B POMFRET STREET PUTNAM CT 06260 NONE PC GENERAL 1000 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 NICHOLS COLLEGE 121 CENTER ROAD DUDLEY MA 01571 NONE PC GENERAL 10000 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 SISTERS OF NOTRE DAME 555-559 PLANTATION STREET WORCESTER MA 01605 NONE PC GENERAL 200 STERLING ANIMAL SHELTER 17 LAURELWOOD ROAD STERLING MA 01564 NONE PC GENERAL 200 HERE TODAY SANCTUARY 180 STURBRIDGE ROAD BRIMFIELD MA 01010 NONE PC GENERAL 200 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 VOLUNTEER HUMANE SOCIETY 505 CENTER BRIDGE LANE LANCASTER MA 01523 NONE PC GENERAL 200 PASSION FOR PAWS 66 MEADOW BROOK ROAD BROOKFIELD CT 06804 NONE PC GENERAL 1000 FRIENDS OF THE GLADYS 271 THOMPSON ROAD WEBSTER MA 01570 NONE PC GENERAL 10000 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 BAYPATH HUMANE SOCIETY 500 LEGACY FARMS NORTH HOPKINTON MA 01748 NONE PC GENERAL 200 ST SCHOLASTICA PRIORY 271 NORTH MAIN STREET PETERSHAM MA 01366 NONE PC GENERAL 500 FELICIAN SISTERS 1315 ENFIELD STREET ENFIELD CT 06082 NONE PC GENERAL 500 SECOND CHANCE ANIMAL SHELTER 111 YOUNG ROAD EAST BROOKFIELD MA 01515 NONE PC GENERAL 200 PAT BRODY SHELTER FOR CATS 499 NORTHFIELD ROAD LUNENBURG MA 01462 NONE PC GENERAL 200 WEBSTER LITTLE LEAGUE PO BOX 702 WEBSTER MA 01570 NONE PC GENERAL 1000 LEGACY OF HOPE 271 THOMPSON ROAD WEBSTER MA 01570 NONE PC GENERAL 10000 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 PEOPLE FOR ANIMALS LEAGUE 6 KINGSBURY ROAD SPENCER MA 01562 NONE PC GENERAL 250 WEBSTER DUDLEY FOOD SHARING 4 CHURCH STREET 2 WEBSTER MA 01570 NONE PC GENERAL 5000 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 WHY ME SHERRY'S HOUSE 1152 PLEASANT STREET WORCESTER MA 01602 NONE PC GENERAL 500 DOG ORPHANS INC 90 WEBSTER STREET DOUGLAS MA 01516 NONE PC GENERAL 250 WEBSTERDUDLEY BOYS GIRLS 55 OXFORD AVENUE DUDLEY MA 01571 NONE PC GENERAL 10000 ABBY'S HOUSE 52 HIGH STREET WORCESTER MA 01609 NONE PC GENERAL 1000 PASSION FOR PAWS 66 MEADOW BROOK ROAD BROOKFIELD MA 01506 NONE PC GENERAL 1000 ALL SAINTS ACADEMY 48 NEGUS STREET WEBSTER MA 01570 NONE PC GENERAL 10000 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 OPEN WORD PEER RECOVERY 174 MAIN STREET WEBSTER MA 01570 NONE PC GENERAL 20000 OUR BRIGHT FUTURE INC 32 EVERETT STREET SOUTHBRIDGE MA 01550 NONE PC GENERAL 11250 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 BAYPATH HUMANE SOCIETY 500 LEGACY FARMS NORTH HOPKINTON MA 01748 NONE PC GENERAL 200 STERLING ANIMAL SHELTER 17 LAURELWOOD ROAD STERLING MA 01564 NONE PC GENERAL 250 HERE TODAY SANCTUARY 180 STURBRIDGE ROAD BRIMFIELD MA 01010 NONE PC GENERAL 250 SECOND CHANCE ANIMAL SHELTER 11 YOUNG ROAD EAST BROOKFIELD MA 01515 NONE PC GENERAL 250 LIFE SKILLS 44 MORRIS STREET WEBSTER MA 01570 NONE PC GENERAL 1000 WEBSTER DUDLEY FOOD SHARE 4 CHURCH STREET 2 WEBSTER MA 01570 NONE PC GENERAL 5000 PAWS CAT SHELTER 240 WOODSTOCK AVENUE WOODSTOCK CT 06281 NONE PC GENERAL 250 VOLUNTEER HUMANE SOCIETY 505 CENTER BRIDGE ROAD LANCASTER MA 01523 NONE PC GENERAL 250 PAT BRODY SHELTER FOR CATS 499 NORTHFIELD ROAD LUNENBURG MA 01462 NONE PC GENERAL 250 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 FIRST BAPTIST CHURCH 111 PARK AVENUE WORCESTER MA 01609 NONE PC GENERAL 5000 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 PASSION 4 PAWS 66 MEADOW BROOK ROAD BROOKFIELD CT 06804 NONE PC GENERAL 1000 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 100 AMERICAN RED CROSS 200 CENTURY DRIVE WORCESTER MA 01606 NONE PC GENERAL 25000 ST ANDREW BOBOLA CHURCH 54 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 1800 BOYS AND GIRLS CLUB WEBSTER DUDLEY 55 OXFORD AVE DUDLEY MA 01571 NONE PC GENERAL 5000 ST SCHOLASTICA PRIORY 271 NORTH MAIN STREET PETERSHAM MA 01366 NONE PC GENERAL 500 BOYS AND GIRLS CLUB WEBSTER DUDLEY 55 OXFORD AVE DUDLEY MA 01571 NONE PC GENERAL 5000 STERLING ANIMAL SHELTER 17 LAURELWOOD ROAD STERLING MA 01564 NONE PC GENERAL 250 CELEBRATE PRIESTHOOD 49 ELM STREET WORCESTER MA 01609 NONE PC GENERAL 100 SISTERS OF ST JOSEPH 271 THOMPSON ROAD WEBSTER MA 01570 NONE PC GENERAL 100 YOUNG STARZ FUSTAL CLUB 52 LAKE PARKWAY WEBSTER MA 01570 NONE PC GENERAL 1000 PASSION 4 PAWS 66 MEADOW BROOK ROAD BROOKFIELD CT 06804 NONE PC GENERAL 2000 PAWS CAT SHELTER 240 WOODSTOCK AVENUE WOODSTOCK CT 06281 NONE PC GENERAL 500 WEBSTER DUDLEY FOOD SHARE 4 CHURCH STREET 2 WEBSTER MA 01570 NONE PC GENERAL 5000 BOYS AND GIRLS CLUB WEBSTER DUDLEY 55 OXFORD AVENUE DUDLEY MA 01571 NONE PC GENERAL 40000 PEOPLE FOR ANIMALS LEAGUE 6 KINGSBURY ROAD SPENCER MA 01562 NONE PC GENERAL 200 SECOND CHANCE ANIMAL SHELTER 111 YOUNG ROAD EAST BROOKFIELD MA 01515 NONE PC GENERAL 250 HERE TODAY SANCTUARY 180 STURBRIDGE ROAD BRIMFIELD MA 01010 NONE PC GENERAL 250 PAT BRODY SHELTER FOR CATS 499 NORTHFIELD ROAD LUNENBURG MA 01462 NONE PC GENERAL 200 UNITED WAY 176 MAIN STREET SUITE 400 SOUTHBRIDGE MA 01550 NONE PC GENERAL 40000 SISTERS OF NOTRE DAME 555-559 PLANTATION STREET WORCESTER MA 01605 NONE EOF GENERAL 250 ABBY'S HOUSE 52 HIGH STREET WORCESTER MA 01609 NONE PC GENERAL 1000 BAYPATH HUMANE SOCIETY 500 LEGACY FARMS NORTH HOPKINTON MA 01748 NONE PC GENERAL 200 STERLING ANIMAL SHELTER 17 LAURELWOOD ROAD STERLING MA 01564 NONE PC GENERAL 1000 SECOND CHANCE ANIMAL SHELTER 111 YOUNG ROAD EAST BROOKFIELD MA 01515 NONE PC GENERAL 5000 DOG ORPHANS INC 90 WEBSTER STREET DOUGLAS MA 01516 NONE PC GENERAL 500 TG SANTA 271 THOMPSON ROAD WEBSTER MA 01570 NONE PC GENERAL 1000 PASSION 4 PAWS 66 MEADOW BROOK ROAD BROOKFIELD CT 06804 NONE PC GENERAL 5000 FIRST BAPTIST CHURCH 111 PARK AVENUE WORCESTER MA 01609 NONE PC GENERAL 10000 OPEN THE WORD PEER RECOVERY 174 MAIN STREET WEBSTER MA 01570 NONE PC GENERAL 20000 GREATER WORCESTER COMM FUND 370 MAIN STREET WORCESTER MA 01608 NONE PC GENERAL 500 PAWS CAT SHELTER 240 WOODSTOCK AVENUE WOODSTOCK CT 06281 NONE PC GENERAL 1000 FELICIAN SISTERS 1315 ENFIELD STREET ENFIELD CT 06082 NONE PC GENERAL 500 HOLY ROSARY SODALITY 53 WHITCOMB STREET WEBSTER MA 01570 NONE PC GENERAL 100 COMMUNITY CAT CONNECTION 289 THOMPSON ROAD WEBSTER MA 01570 NONE PC GENERAL 20000 DUDLEY POLICE ASSOCIATION 71 WEST MAIN STREET DUDLEY MA 01571 NONE PC GENERAL 1000 HERE TODAY SANCTUARY 180 STURBRIDGE ROAD BRIMFIELD MA 01010 NONE PC GENERAL 500 WEBSTER FOP 357 MAIN STREET WEBSTER MA 01570 NONE PC GENERAL 1000 PAT BRODY SHELTER FOR CATS 499 NORTHFIELD ROAD LUNENBURG MA 01462 NONE PC GENERAL 500 WEBSTER DUDLEY FOOD SHARE 4 CHURCH STREET 2 WEBSTER MA 01570 NONE PC GENERAL 5000 BAYPATH HUMANE SOCIETY 500 LEGACY FARMS NORTH HOPKINTON MA 01748 NONE PC GENERAL 500 WEBSTER EMS 67 THOMPSON ROAD WEBSTER MA 01570 NONE PC GENERAL 50000 WEBSTER ANIMAL SHELTER 350 MAIN STREET WEBSTER MA 01570 NONE PC GENERAL 5000 1194400 138 1217494 564042 1781674 1781674 348 THE INCOME IS USED TO SUPPORT THE ADMINISTRATIVE AND CHARITABLE PURPOSES OF THE FOUNDATION false false false false false false false false false false HOUSSAN & OJERHOLM, PC CPA 2000 0 0 0 CORPORATE STOCKS 2454400 3990828 MUTUAL FUNDS AND OPTIONS AT COST 19569907 22444205 MERRILL LYNCH INVESTMENT ADVISORY FEES 6749 6749 0 0 FEDERAL FORM 990-PF 18876 18876 MASS FORM PC 500