2014-11-17T14:24:00-06:00 2013-12-31 043141926 RUCCI BARDARO & FALZONE PC 919 EASTERN AVENUE MALDEN MA 02148 990PF 2013-01-01 046051258 ADELAIDE BREED BAYRD FOUNDATION CO C HENRY KEZER ADEL 7813241231 350 MAIN STREET MALDEN MA 02148 C HENRY KEEZER PRESIDENT 7813241231 2014-11-17 1 PAUL BARDARO CPA P00634441 7813216065 2014-11-16 2013 2015-12-30 17:16:21Z X 33989935 X 28536617 507366 507366 619805 619805 619805 2324364 0 31988152 1127171 47600 23800 23800 44473 44473 0 177272 177272 0 1544 0 8111 8111 0 8067 8067 0 287067 261723 23800 2024928 2024928 2311995 261723 2048728 29676157 865448 9305 21133 21133 48108 600960 600960 2163119 28187679 28187679 406981 5081997 5081997 142142 97073 97073 14135 13042 852 1093 1093 2770507 33989935 33989935 12500 51473 728000 12500 779473 X 2758007 33210462 2758007 33210462 2770507 33989935 2758007 29676157 776298 33210462 0 33210462 GAIN ON SALE OF INVESTMENTS P 2013-12-31 2013-12-31 619805 619805 619805 619805 0 946394 2836906 0.333601 892860 3156599 0.282855 1023368 3188587 0.320947 945976 3457019 0.273639 934874 4126382 0.226560 1.437602 0.287520 22507982 6471495 8654 6480149 2048728 17309 0 17309 0 17309 24000 24000 54 6637 6637 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A C HENRY KEZER 7813241231 350 MAIN STREET MALDEN MA 02148 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 C HENRY KEZER 350 MAIN STREET MALDEN MA 02148 PRESIDENT 1.00 8900 0 0 SUSAN C MANSUR PO BOX 589 CENTER HARBOR NH 03226 TREASURER 1.00 13300 0 0 RICHARD R BURNS JR 204 MAIN STREET MALDEN MA 02148 TRUSTEE 1.00 8900 0 0 ROBERT M WALLASK 11 BONNIE LANE BILLERICA MA 01821 TRUSTEE 1.00 3300 0 0 PAUL MCPHEETERS 235 FOREST STREET MALDEN MA 02148 TRUSTEE 1.00 7600 0 0 H ALLEN STEVENS PO BOX 829 JACKSON NH 03846 TRUSTEE 1.00 2300 0 0 DOROTHY WHITTIER 121 WILLOW STREET READING MA 01867 TRUSTEE 1.00 3300 0 0 NONE 0 NONE 0 GRANTS TO 501(C)(3) ORGANIZATIONS, MALDEN CITY AGENCIES AND SCHOLARSHIPS FOR DESERVING STUDENTS 2024928 0 22850743 0 0 22850743 0 0 22850743 342761 22507982 1125399 1125399 17309 17309 1108090 0 1108090 0 1108090 2048728 0 2048728 0 2048728 1108090 0 0 729487 774099 871079 735030 809331 3919026 2048728 0 0 0 1108090 940638 0 0 4859664 0 0 0 0 0 0 729487 4130177 774099 871079 735030 809331 940638 C HENRY KEZER 350 MAIN STREET MALDEN MA 02148 7813241231 NOT YET DETERMINED NOT YET DETERMINED NOT YET DETERMINED ATTACHMENT #2 SCHEDULE OF GRANTS SEE ATTACHMENT SEE ATTACHMENT MA 99999 NONE 501(C) PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR 1792428 ATTACHMENT #3 SCHEDULE OF DONATIONS SEE ATTACHMENT SEE ATTACHMENT MA 99999 NONE 501(C) PROVIDE FUNDS TO SUPPORT THE ENTITY'S CHARITABLE WOR 25000 ATTACHMENT #4 SCHEDULE OF SCHOLARSHIPS SEE ATTACHMENT SEE ATTACHMENT MA 99999 NONE 501(C) PROVIDE EDUCATIONAL SCHOLARSHIP FOR DESERVING STUDEN 207500 2024928 0 14 507366 18 2324364 619805 0 2831730 619805 3451535 7 UNREALIZED GAIN ON INVESTMENTS 0 0 0 0 0 0 0 0 0 0 X X 1 BLANCHE SIMPSON BAYRD TUW GEORGE J 100 FEDERAL STREET BOSTON MA 02110 28536617 X ACCOUNTING 44473 44473 0 PROJECTOR 2007-04-04 297 297 200DB 5.000000000000 0 0 COMPUTER EQUIPMENT 2007-03-02 4013 4013 200DB 5.000000000000 0 0 FURNITURE & FIXTURES 2001-01-01 520 520 200DB 5.000000000000 0 0 FURNITURE & FIXTURES 2007-04-04 4133 3580 200DB 7.000000000000 369 0 FURNITURE & FIXTURES 2007-05-18 937 812 200DB 7.000000000000 83 0 FURNITURE & FIXTURES 2007-12-03 445 386 200DB 7.000000000000 39 0 VALLEY COMMUNICATIONS 2008-09-02 2005 1890 200DB 5.000000000000 115 0 COMPUTER EQUIPMENT - LAPTOP COMPUTER 2013-12-09 1785 200DB 5.000000000000 938 0 CORPORATE BONDS 5081997 5081997 CORPORATE STOCK 28187679 28187679 600960 600960 0 0 INVESTMENT TRUSTS AT COST 97073 97073 PROJECTOR 297 297 0 COMPUTER EQUIPMENT 4013 4013 0 FURNITURE & FIXTURES 520 520 0 FURNITURE & FIXTURES 4133 3949 184 FURNITURE & FIXTURES 937 895 42 FURNITURE & FIXTURES 445 425 20 VALLEY COMMUNICATIONS 2005 2005 0 COMPUTER EQUIPMENT - LAPTOP COMPUTER 1785 938 847 POSTAGE 2453 2453 0 TELEPHONE EXPENSE 558 558 0 TRAVEL & ENTERTAINMENT 1599 1599 0 BANK CHARGES 300 300 0 FILING FEES 1970 1970 0 EQUIPMENT LEASE 1187 1187 0 UNREALIZED GAIN ON INVESTMENTS 2324364 0 2324364 ADDITION FOR MERGING IN THE MARSHALL FOUNDATION, INC. TAX ID 04-2104687 776298 IT CONSULTANT 182 182 0 MANAGEMENT FEES 80000 80000 0 EASTERN BANK AGENCY FEES 97090 97090 0