Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
BLANCHE M WALSH CHARITY TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 9531
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOWELL, MA018539531
A Employer identification number

04-6311841
B Telephone number (see instructions)

C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,347,180J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 8,199 8,199 8,199
4 Dividends and interest from securities... 335,986 335,986 335,986
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
3,885
b Gross sales price for all assets on line 6a 3,885
7 Capital gain net income (from Part IV, line 2)... 3,885
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 348,070 348,070 344,185
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 76,000 76,000 76,000 76,000
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,200 1,200 1,200 1,200
c Other professional fees (attach schedule).... 0 0 0 0
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,112 6,112 6,112 6,112
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
3,500 3,500 3,500 3,500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 86,812 86,812 86,812 86,812
25 Contributions, gifts, grants paid....... 299,000 299,000
26 Total expenses and disbursements. Add lines 24 and 25 385,812 86,812 86,812 385,812
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -37,742
b Net investment income (if negative, enter -0-) 261,258
c Adjusted net income (if negative, enter -0-)... 257,373
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 578,811 209,821 209,821
2 Savings and temporary cash investments.........   378,861 378,861
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   0  
b Investments—corporate stock (attach schedule)....... 1,280,386 Click to see attachment
List of Attached Documents:
// Content
1,280,386 		4,493,309
c Investments—corporate bonds (attach schedule).......   0  
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,023,214 Click to see attachment
List of Attached Documents:
// Content
4,023,214 		4,265,189
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,882,411 5,892,282 9,347,180
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 5,882,411 5,892,282
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,882,411 5,892,282
30 Total liabilities and net assets/fund balances (see instructions). 5,882,411 5,892,282
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,882,411
2
Enter amount from Part I, line 27a .....................
2
-37,742
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
47,613
4
Add lines 1, 2, and 3 ..........................
4
5,892,282
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,892,282
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Public Traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,885 0 0 3,885
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a 0 0 0 3,885
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,885
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,631
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 3,631
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,631
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,930
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,930
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 32
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,267
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,262 Refundedright arrow 11 5
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrow
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrown a
14
The books are in care ofright arrowAlbert P Manzi III Esquire Trustee Telephone no.right arrow (978) 452-0040

Located atright arrow321 Central Street Suite 103LowellMA ZIP+4right arrow01852
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
 
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Cynthia A KelleherClick to see attachment
List of Attached Documents:
// Content
Trustee
12.50 		32,500 0 0
20 Pine Street
Chelmsford,MA01824
Albert P Manzi III EsquireClick to see attachment
List of Attached Documents:
// Content
Trustee
12.50 		28,500 0 0
321 Central Street Suite 103
Lowell,MA01852
Nancy DonohoeClick to see attachment
List of Attached Documents:
// Content
Advisor
6.50 		15,000 0 0
62 Washington Street
Marblehead,MA01945
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 See attached list and explanation per Part I line 25 Contributions gifts grants paid. 299,000
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,811,260
b
Average of monthly cash balances.......................
1b
327,183
c
Fair market value of all other assets (see instructions)................
1c
3,529,790
d
Total (add lines 1a, b, and c).........................
1d
7,668,233
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
7,668,233
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
115,023
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,553,210
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
377,661
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
377,661
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,631
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
3,631
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
374,030
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
374,030
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
374,030
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
385,812
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) Click to see attachment
List of Attached Documents:
// Content
.................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
385,812
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 374,030
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 19,161
c From 2020...... 1,196
d From 2021...... 49,514
e From 2022...... 0
f Total of lines 3a through e ........ 69,871
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 385,812
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 385,812
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		-11,782
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 19,161
b Excess from 2020.... 1,196
c Excess from 2021.... 49,514
d Excess from 2022.... 0
e Excess from 2023.... 11,782
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Cynthia Kelleher Al Manzi Trustees
PO Box 238
Chelmsford,MA01824
(978) 452-0040
bThe form in which applications should be submitted and information and materials they should include:
Application and guidelines are available from above address upon request. Applications must be requested by November 1st and completed applications must be returned to the Trust by December 1st.
cAny submission deadlines:
Requested by Nov 1; Received back to Trust by Dec 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Roman Catholic charitable religious and or educational organizations.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
Academy of Notre Dame - Dr Pacifico


190 Middlesex Road
Tyngsboro,MA01879 		No Relationship N A Financial Aid to deserving students 15,000
Saint Patrick School - Mary Kelley


311 Adams Street
Lowell,MA01954 		No Relationship N A Financial Aid to needy students. 10,000
Lowell Catholic-MaryEllen DeMarco


530 Stevens Street
Lowell,MA01852 		No Relationship N A Update security system across all five buildings. 5,000
St Michael School-Anne Gallagar


21 Sixth St
Lowell,MA01850 		No Relationship N A Update social studies curriculum for grades 1-8. 10,000
Immaculate ConceptionSchool-Fiorino


219 East Merrimack St
Lowell,MA01852 		No Relationship N A Update literature books for grades 1-8. 3,500
Merrimack Valley Catholic Charities


70 Lawrence Street
Lowell,MA01852 		No Relationship PF Funding to operate food pantry. 12,000
Montague Catholic Social Ministries


43 Third Street
Turners Falls,MA01376 		No Relationship N A Attn: Liz Toyoda- Family resource center support. 5,000
Merrimack College-Katelyn Baron


215 Turnpike Street
North Andover,MA01845 		No Relationship N A Financial support for up to ten school seniors from Lawrence High 3,000
Cardinal Shehan Center


1494 Main Street
Bridgetport,CT06604 		No Relationship N A Attn: Terry OConnor - To Provide 10 Children at no cost to their Summer Day Camp. 5,500
Notre Dame Cristo Rey High School


203 Lawrence Street
Methuen,MA01844 		No Relationship N A Attn: Sr. Maryalyce Gilfeather - Tuition Assistance for low income families. 4,000
St Michael School-Sue Rogge


80 Maple Ave
North Andover,MA01845 		No Relationship N A Installation of exterior surveillance system 10,000
Malden Catholic High School


99 Crystal Street
Malden,MA01845 		No Relationship N A Attn: Robert McCarthy - Tuition Assistance 5,000
Central Catholic High School


300 Hampshire Street
Lawrence,MA01841 		No Relationship N A Attn: Christopher Sullivan - Provide financial aid to inner city students in the Montagne Scholars Initiative. 6,500
Austin Prep - John Weber


101 Willow Street
Reading,MA01867 		No Relationship N A Financial assistance to a needy student. 6,500
Mercy Center Inc - Kate Murphy


377 East 145th Street
Bronx,NY10454 		No Relationship N A Financial Assistance 2,500
Thomas Moore College-Paul Jackson


6 Manchester Street
Merrimack,NH03054 		No Relationship N A Scholarship fund for needy students. 3,500
Notre Dame School of Manhattan


327 West 13th Street
New York,NY10014 		No Relationship N A Attn: Sr. Virginia OBrien-Help pay annual salary of the Coordinator of Community Service Program 2,500
Haitian Health Foundation


97 Sherman St
Norwich,CT06360 		No Relationship N A Attn: Marilyn Lowney - Provide healthcare & nutrition system. 5,000
Saint Joseph College


278 Whites Bridge Road
Standish,ME04084 		No Relationship N A Attn: Mrs. Elizabeth Schran - Assist 2 students from Maine with academic excellence 5,000
Little Flower School


900 Stevenson Drive
Springfield,IL62703 		No Relationship N A Attn: Jennifer Killian- Complete bathroom renovations 3,500
Bernardine Franciscan Sisters


450 St Bernardine Street
Reading,PA19607 		No Relationship N A Attn: Sister Maria Bartos - Support Adult literacy program purchase ESL Books and GED books. 4,000
Sacred Heart University


5151 Park Avenue
Fairfield,CT06825 		No Relationship N A Attn:John J. Petillio - Two Scholarships 2,500
Bethlehem Farm


PO Box 415
Talcott,WV24981 		No Relationship N A Attn: Eric Fitts - Improve housing conditions of law income famlies in West Virginia. 5,000
Don Bosco Tech


1151 S San Gaberiel Blvd
Rosemead,CA91870 		No Relationship N A Attn: Guillermo Gutierrez - Tuition assistance for two students. 3,500
St Mary School


PO Box 340
Lake Leelanau,MI49653 		No Relationship N A Attn: Paul Korson - Tuition Assistance 4,500
Anna Maria College


50 Sunset Lane
Paxton,MA01612 		No Relationship N A Attn: Ryan Murphy - Financial Assistance for students going to college. 5,000
St Vincent de Paul Snohomish County


PO Box 2269
Everett,WA98213 		No Relationship N A Attn: Amy Chesire - New beds and bedding for impoverished children. 5,000
Nativity-Worcester


67 Lincoln Street
Worcester,MA01605 		No Relationship N A Attn: Emily Mercier-Scholarships of underserved girls. 5,000
NH Catholic Charities


100 William Loeb Drive Unit 3
Manchester,NH03109 		No Relationship N A Attn: Emily Mercier - Aid to homeless mothers children and women. 3,500
Queen of Angels Catholic School


One Main Street
North Huntingdon,PA15642 		No Relationship N A Attn: Christina Torok - Enhance technology program. 2,500
Sisters of Charity of New York


6301 Riverdale Ave
Bronx,NY01471 		No Relationship N A AttnL Anne Marie Gardiner - Funding Food Pantry. 3,500
Catholic Charities of Central Texas


1625 Rutherford Lane
Austin,TX78754 		No Relationship N A Attn: Emmanuel Villarreal - Developing and implementing service opportunities for community. 2,500
Father Yermo Schools


221 Washington Street
El Paso,TX79905 		No Relationship N A Attn: Sr. Maria Jesus Munguia - Picnic table and chairs for schoolchildren playground. 4,000
Little Flower School


824 Kentucky Ave
San Antonio,TX78211 		No Relationship N A Attn: Susana Cantu - Tuition assistance program. 4,500
Congregation of Passion


111 So Ridge St Ste 300
Ryebrook,NY10573 		No Relationship N A Attn: Gregory Hampson - Purchase medicine for St. Benedicts Clinic in Honduras. 3,500
Saint Paul Catholic School


921 So Honeysuckle St
Olathe,KS66061 		No Relationship N A Attn: Jenny Yankovich - Partial purchase of 30 Chromebooks. 4,500
Saint's Place


46 South Main Street
Pittsford,NY14534 		No Relationship N A Attn: Isabel Miller - Refugee Scholarship program. 3,000
St Joachim and Ann Care Serice


4116 McClay Road
St Charels,MO63304 		No Relationship N A Attn: Brittany Morgan - Provide care and services to low-income and homeless families. 4,000
Ursuline Sisters of Tildonk


81 15 Utopia Parkway
Jamaica,NY11432 		No Relationship N A Attn: Sr. Joanne Callahan - To help provide safe and dignified retirement for infirmed elderly sisters. 3,500
Dismas House of Ma


PO Box 30125
Worcester,MA01603 		No Relationship N A Attn: Davis McMahon - Fund Dismas Family Farm which employs homeless and former prisoners of the Dismas House heating bill and covid costs. 3,000
Little Sisters of the Poor Chicago


2325 No Lakewood Ave
Chicago,IL60614 		No Relationship N A Attn: Sr. Margaret Hogarty - Nursing care and shelter for aging poor. 3,000
NotreDame Education Center Lawrence


354 Merrimack Street Suite 210
Lawrence,MA01843 		No Relationship N A Attn: Alisa Provenmire - General Operating Costs 2,000
Thomas Aquinas College


10000 Ojai Road
SantaPaula,CA94060 		No Relationship N A Attn: Paul J. OReilly - Financial Aid at New England Campus. 3,500
Benedictine Sisters of VA


9535 Linton Hall Road
Bristow,VA21136 		No Relationship N A Attn: Denise Jobe - Support BEACON for Adult Literacy which provides English instruction and job readiness to low-income adults. 3,000
St Joseph's Abbey


167 N Spencer Road
Spencer,MA01562 		No Relationship N A Attn: Mary Dumas - General Support 3,000
Lacordaire Academy


155 Lorraine Ave
Upper Montclair,NJ97943 		No Relationship N A Attn: Megan Mannato - Tuition assistance for young womens college prep division. 4,000
FACE-FormerlySt Mary'sEducationFund


450 Highland Street
FallRiver,MA02721 		No Relationship N A Attn: Shawn Erickson Fisher - Financial Aid for students to attend Catholic Schools in the Diocese of Fall River. 4,500
FranciscanMissionaryforSrsOfAferica


38 Wiley St
Belmont,MA02478 		No Relationship N A Attn: Sr. Mary Fisher - Care for frail sisters in Mt. Oliver motherhouse in Ireland 4,000
St Paul's Elder Outreach


19 Chatham Street
Worcester,MA01609 		No Relationship N A Attn: Maureen Robert - Assist at risk seniors 4,500
The Saint Benedict Institute


195 W 13th Street
Holland,MI49423 		No Relationship N A Attn: Fr. Nick Monco: Training for Campus Missionary. 3,000
Diocese of Rapid City SD


225 Main Street Suite 100
Rapid City,SD57701 		No Relationship N A Attn: Rev Jean-Claude Mbassi - Food pantry for Native American families. 3,000
St Aloysius Catholic School


57 Church Street
Gilbertville,MA01031 		No Relationship N A Attn: Dawn Rudnansky - Upgrade curriculum for math and english language arts. 4,500
Archdiocesan Elementary School


20 Archbishop May Drive
St Louis,MO63119 		No Relationship N A Attn: Sr. Cathy Doherty - Theology of the body program books resources toolkits and teacher training. 2,000
Benedictine Sisters of Erie


6101 E Lake Road
Erie,PA16511 		No Relationship N A Attn: Sr. Stephanie Schmidt - Medical care for aging sisters in the Monastery. 3,000
St Johns Prep - Edward Hardiman


72 Spring Street
Danvers,MA01823 		No Relationship N A Full Tuition for Bellesini Academy Students 12,000
Bellesini Academy-Julie DiFilipo


94 Bradford St
Lawrence,MA01842 		No Relationship N A Grant to sponsor expenses of two students 10,000
Central Catholic High School


1403 North St Mary s Street
San Antonio,TX78215 		No Relationship N A Attn: Jennifer Wallace: Replace old windows at facility. 4,000
Prince of Peace Center


502 Darr Ave
Farrell,PA16121 		No Relationship N A Replace old windows at facility. Attn: Jennifer Wallace 2,000
Province of St Mary Capuchin Order


46 Brookside Ave
Jamica Plain,MA02130 		No Relationship N A Provide homeless of Boston with clothing water and religious articles. Attn: Br. Paul Fesefeldt 2,000
Catholic Campus Ministry of W and M


10 Harrison Ave
Williamsburg,PA23185 		No Relationship N A Theological and spiritual 3 day retreat for student peer leaders. Attn: John Hopke 2,500
Sarnelli House


1633 N Cleveland Ave
Chicago,IL60614 		No Relationship N A Medicines for children and adults living in Sarnelli shelters in Thailand. Attn: Rev Greg May 4,000
Catholic Charities of S New Mexico


125 West Mountain Ave
Las Cruces,NM88005 		No Relationship N A Support for Homeless Middle and High School students 200 with food and clothing. Attn: Kenneth J. Ferrone 2,500
Biship McNamara High School


6800 Marlboro Pike
Forestville,MD20747 		No Relationship N A Tuition assistance for low income students. Attn: Laura Keller 2,500
Visitation House Inc


119 Endicott Street
Worcester,MA01610 		No Relationship N A Freezer Meals and Nutrition classes for pregnant women in safe haven of Visitation House. Attn: Rebecca Urban 2,000
Sisters of Francis of Neumann Comm


225 Greenfield Parkway
Liverpool,NY13088 		No Relationship N A Safe Driver evaluation for sisters over 75. Attn: Sr. Jeanne Weisbeck 1,000
Lawrence Catholic Academy


101 Parker Street
Lawrence,MA01843 		No Relationship N A Scholarship assistance to low-income students. Attn: Monica Lucey 2,500
Roman Catholic Diocese of Syracuse


240 E Onondaga Street
Syracuse,NY03202 		No Relationship N A Provide tuition assistance to low-income students across the diocese. Attn: Amy Bodow 2,500
Lay Mission-Helpers Association


6102 S Victoria Ave
Los Angeles,CA90043 		No Relationship N A Help with costs to recruit train support Catholic nurses teachers and other professionals in Catholic Missions. Attn: Damian Kabot 3,000
Total .................................right arrow 3a 299,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a     0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
f     0   0 0
    0   0 0
gFees and contracts from government agencies          
2 Membership dues and assessments ....   0   0 0
3 Interest on savings and temporary cash
investments ........... 		  0 14 8,199 0
4 Dividends and interest from securities ....   0 14 335,986 0
5 Net rental income or (loss) from real estate:
aDebt-financed property......   0   0 0
bNot debt-financed property.....   0   0 0
6 Net rental income or (loss) from personal property   0   0 0
7 Other investment income .....   0   0 0
8 Gain or (loss) from sales of assets other than
inventory ............ 		  0   0 0
9 Net income or (loss) from special events:   0   0 0
10 Gross profit or (loss) from sales of inventory   0   0 0
11 Other revenue:
a   		  0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
12 Subtotal. Add columns (b), (d), and (e) .. 0 344,185 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
344,185
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017649
Software Version: V2.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
BLANCHE M WALSH CHARITY TRUST
EIN:
04-6311841
Software ID:
23017649
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fee 1,200 1,200 1,200 1,200

TY 2023 InvestmentsCorpStockSchedule
Name:
BLANCHE M WALSH CHARITY TRUST
EIN:
04-6311841
Software ID:
23017649
Software Version:
V2.0
Name of Stock End of Year Book Value End of Year Fair Market Value
Ameriprise Financial - No. of shares 475 3,476 180,419
CSX No. of shares 6,270 4,812 548,132
Cheveron - No. of shares 1,050 117,192 156,618
Cisco - No. of shares 3,850 117,193 194,502
Coca Cola No. of shares 2,800 116,396 165,004
Corteva - No. of shares 2,314 12,000 110,887
Dominion Resources - No. of shares 3,000 22,875 178,694
Dow Inc. - No. of shares 2,314 13,500 126,899
Duke Power - No. of shares 780 133,105 177,583
Dupont de Nemours - No. of shares 2,314 13,500 131,242
Enbridge Inc. - No. of shares 1,151 20,000 41,459
Eversource Energy - No. of shares 3,465 20,911 213,860
Exxon Mobil - No. of shares - 4,305 22,000 430,414
First Energy - No. of shares 873 35,552 32,004
Host Hotels - No. of shares 1,565 25,000 30,470
Iberdola SA - No. of shares 302 15,016 15,855
IBM - No. of shares 715 117,311 116,938
Intl Flavor & Fragrance - No.of shares 436 28,000 35,303
JP Morgan Chase - No. of shares 2,450 33,246 416,745
Kyndryl - No. of shares 143 2,500 2,971
Nextera Energy - No. of shares 2,400 35,000 145,776
Pfizer - No. of shares 5,000 7,500 143,950
Public Service Enterprise - No. of shares 3,000 45,429 183,450
Rayonier - No. of shares 495 2,500 2,004
Rayonier REIT - No. of shares 1,545 7,266 51,618
Verizon - No. of shares 5,352 70,273 201,770
Viatris - No. of shares 620 2,598 6,714
Xcel Energy - No. of shares 1,549 20,125 95,898
Warner Brothers Discovery - No. of shares - 2,199 39,912 25,024
Xerox - No. of shares - 597 4,715 10,943
Ageon NV - No of shares 3,302 15,330 19,019
AT&T - No. of shares 9,093 76,153 152,580
Centerpoint Energy - No of shares 5,200 80,000 148,564

TY 2023 InvestmentsOtherSchedule2
Name:
BLANCHE M WALSH CHARITY TRUST
EIN:
04-6311841
Software ID:
23017649
Software Version:
V2.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MFS Government Income Fund AT COST 36,000 11,448
MFS Charter Income Fund AT COST 18,238 9,690
John Hancock -Fund AT COST 72,411 60,928
Ishares Bond Fund AT COST 100,625 60,811
Cohen & Steers - Fund AT COST 345,000 248,538
MFS Intermediate Income Fund AT COST 27,000 7,236
AB Income Fund AT COST 69,942 41,272
Ab Bond Fund AT COST 300,005 318,847
Blackrock Fund AT COST 18,399 21,345
Franklin US Government Fund AT COST 368,342 364,629
Ishares Gold Fund AT COST 100,595 133,170
Virtus Fund AT COST 43,299 6,011
American Funds Capital Income AT COST 1,179,242 1,537,540
Franklin Income Fund AT COST 1,344,116 1,443,724

TY 2023 OtherExpensesSchedule
Name:
BLANCHE M WALSH CHARITY TRUST
EIN:
04-6311841
Software ID:
23017649
Software Version:
V2.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Office Space Temporary 2,200 2,200 2,200 2,200
PO Box 194 194 194 194
Office Supplies 632 632 632 632
Bank fees & checks 159 159 159 159
UBS Fee 315 315 315 315


TY 2023 OtherIncreasesSchedule
Name:
BLANCHE M WALSH CHARITY TRUST
EIN:
04-6311841
Software ID:
23017649
Software Version:
V2.0
Description Amount
Gains that belong to Corpus 47,613


TY 2023 TaxesSchedule
Name:
BLANCHE M WALSH CHARITY TRUST
EIN:
04-6311841
Software ID:
23017649
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Federal Tax Paid 5,095 5,095 5,095 5,095
Foreign Taxes paid per 1099 1,017 1,017 1,017 1,017