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
EMILIO A & MARY A DIFELICE SCHOLARSHIP
 
Number and street (or P.O. box number if mail is not delivered to street address)125 HIGH ST STE 901 BOS-301
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02110
A Employer identification number

04-6941137
B Telephone number (see instructions)

(781) 581-4277
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$1,135,834J 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      
4 Dividends and interest from securities... 27,261 27,253  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 68,215
b Gross sales price for all assets on line 6a 303,737
7 Capital gain net income (from Part IV, line 2)... 68,215
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 95,476 95,468  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,740 1,370   1,370
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
900 450 0 450
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
12,112 6,056   6,056
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,793 54   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
435     435
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,980 7,930 0 8,311
25 Contributions, gifts, grants paid....... 64,250 64,250
26 Total expenses and disbursements. Add lines 24 and 25 83,230 7,930 0 72,561
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 12,246
b Net investment income (if negative, enter -0-) 87,538
c Adjusted net income (if negative, enter -0-)... 0
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.............      
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 932,258 Click to see attachment
List of Attached Documents:
// Content
936,010 		1,135,834
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 932,258 936,010 1,135,834
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   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...........    
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........ 932,258 936,010
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)..... 932,258 936,010
30 Total liabilities and net assets/fund balances (see instructions). 932,258 936,010
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
932,258
2
Enter amount from Part I, line 27a .....................
2
12,246
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
944,504
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
8,494
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
936,010
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 8. AT & T INC   2022-11-08 2023-07-20
b 6. AT & T INC   2022-11-08 2023-12-19
c 2. ABBOTT LABORATORIES INC   2018-02-28 2023-07-20
d 15. ABBOTT LABORATORIES INC   2023-01-10 2023-09-05
e 75. ABBOTT LABORATORIES INC   2021-06-11 2023-09-05
6. ABBVIE INC   2022-04-01 2023-01-10
1. ABBVIE INC   2022-04-01 2023-07-20
1. ABBVIE INC   2022-04-01 2023-12-19
18. ADOBE INC.   2021-06-11 2023-01-10
2. ADVANCED MICRO DEVICES INC   2021-01-12 2023-07-20
1. ADVANCED MICRO DEVICES INC   2021-01-12 2023-12-19
4. AIR PRODUCTS & CHEMICALS   2018-08-01 2023-01-10
5. ALPHABET, INC. CL A   2012-03-09 2023-07-20
39. ALPHABET, INC. CL A   2012-03-09 2023-12-18
3. ALPHABET, INC. CL A   2012-03-09 2023-12-19
4. AMAZON.COM, INC   2016-11-22 2023-07-20
3. AMAZON.COM, INC   2016-11-22 2023-12-19
13. AMEREN CORP.   2021-01-12 2023-01-10
2. AMEREN CORP.   2021-01-12 2023-07-20
1. AMEREN CORP.   2021-01-12 2023-12-19
16. AMERICAN ELEC POWER CO   2020-10-16 2023-01-10
2. AMERICAN ELEC POWER CO   2020-10-16 2023-07-20
1. AMERICAN ELEC POWER CO   2020-10-16 2023-12-19
5. ANALOG DEVICES   2014-01-27 2023-01-10
1. ANALOG DEVICES   2014-01-27 2023-07-20
1. ANALOG DEVICES   2014-01-27 2023-12-19
4. APPLE INC   2014-10-28 2023-07-20
29. APPLE INC   2014-10-28 2023-08-30
3. APPLE INC   2014-10-28 2023-12-19
1. APPLIED MATERIALS   2020-04-28 2023-07-20
22. APPLIED MATERIALS   2020-06-05 2023-08-30
1. APPLIED MATERIALS   2020-06-05 2023-12-19
1. BLACKROCK INC.   2016-09-21 2023-01-10
2. BOSTON SCIENTIFIC CORP   2023-09-05 2023-12-19
5. BROADCOM INC   2018-03-29 2023-01-10
6. BROADCOM INC   2018-03-29 2023-10-04
13. BURLINGTON STORES, INC.   2018-10-17 2023-01-10
28. BURLINGTON STORES, INC.   2021-06-11 2023-12-18
1. CVS HEALTH CORP HEALTH CORPORATION   2023-04-17 2023-07-20
1. CVS HEALTH CORP HEALTH CORPORATION   2023-04-17 2023-12-19
3. CAMDEN PROPERTY TRUST   2022-04-19 2023-01-10
22. CAMDEN PROPERTY TRUST   2022-06-27 2023-06-14
36. CAMDEN PROPERTY TRUST   2022-04-19 2023-06-14
1. CHEVRON CORP   2023-01-10 2023-07-20
1. CHEVRON CORP   2023-01-10 2023-12-19
361.685 COLUMBIA CORPORATE INCOME FUND   2020-01-16 2023-01-11
46.806 COLUMBIA CORPORATE INCOME FUND   2020-01-16 2023-07-20
34.425 COLUMBIA CORPORATE INCOME FUND   2020-01-16 2023-12-19
3.702 CONESTOGA SMALL CAP FUND   2021-01-13 2023-07-20
2.676 CONESTOGA SMALL CAP FUND   2021-01-13 2023-12-19
67. CONOCOPHILLIPS   2021-01-12 2023-01-10
44. CONOCOPHILLIPS   2021-01-12 2023-04-28
2. CONOCOPHILLIPS   2021-01-12 2023-07-20
1. CONOCOPHILLIPS   2021-01-12 2023-12-19
51. CROWN CASTLE INC.   2021-06-11 2023-01-10
2. DARDEN RESTAURANTS INC.   2021-01-12 2023-01-10
1. DARDEN RESTAURANTS INC.   2021-01-12 2023-07-20
1. DARDEN RESTAURANTS INC.   2021-01-12 2023-12-19
4. DEERE & CO   2022-04-01 2023-01-10
16. DEERE & CO   2022-04-01 2023-09-05
4. EASTMAN CHEMICAL CO   2021-10-04 2023-01-10
2. EASTMAN CHEMICAL CO   2021-10-04 2023-07-20
1. EASTMAN CHEMICAL CO   2021-10-04 2023-12-19
11. FACEBOOK META PLATFORMS INC   2016-01-20 2023-01-10
1. FACEBOOK META PLATFORMS INC   2016-01-20 2023-07-20
1. FACEBOOK META PLATFORMS INC   2016-01-20 2023-12-19
5. GLOBAL PAYMENTS INC   2020-01-15 2023-01-10
1. GLOBAL PAYMENTS INC   2020-01-15 2023-07-20
1. GLOBAL PAYMENTS INC   2020-01-15 2023-12-19
17. HARTFORD FINANCIAL SERVICES GROUP INC.   2022-05-03 2023-01-10
2. HARTFORD FINANCIAL SERVICES GROUP INC.   2022-05-03 2023-07-20
2. HARTFORD FINANCIAL SERVICES GROUP INC.   2022-05-03 2023-12-19
27. HOME DEPOT INC   2021-06-11 2023-01-10
1. HONEYWELL INT'L INC.   2021-10-04 2023-07-20
1. HONEYWELL INT'L INC.   2021-10-04 2023-12-19
1. INSULET CORPORATION   2021-10-04 2023-01-10
36. INVESCO BULLETSHARES INVESCO BULLETSHARE   2023-01-10 2023-07-20
27. INVESCO BULLETSHARES INVESCO BULLETSHARE   2023-01-10 2023-12-19
36. INVESCO BULLETSHARES 2030 CORPORATE BOND   2022-01-19 2023-07-20
26. INVESCO BULLETSHARES 2030 CORPORATE BOND   2022-01-19 2023-12-19
32. INVESCO BULLETSHARES 2029 CORPORATE BOND   2021-06-11 2023-07-20
24. INVESCO BULLETSHARES 2029 CORPORATE BOND   2021-06-11 2023-12-19
29. INVESCO BULLETSHARES 2028 CORPORATE BOND   2020-01-30 2023-07-20
21. INVESCO BULLETSHARES 2028 CORPORATE BOND   2020-01-30 2023-12-19
30. INVESCO BULLETSHARES 2027 CORPORATE BOND   2020-01-30 2023-07-20
22. INVESCO BULLETSHARES 2027 CORPORATE BOND   2020-01-30 2023-12-19
30. INVESCO BULLETSHARES 2026 CORPORATE BOND   2020-01-30 2023-07-20
22. INVESCO BULLETSHARES 2026 CORPORATE BOND   2020-01-30 2023-12-19
19. INVESCO BULLETSHARES 2025 CORPORATE BOND   2020-01-30 2023-01-10
28. INVESCO BULLETSHARES 2025 CORPORATE BOND   2020-01-30 2023-07-20
21. INVESCO BULLETSHARES 2025 CORPORATE BOND   2020-01-30 2023-12-19
47. INVESCO BULLETSHARES 2024 CORPORATE BOND   2021-06-11 2023-01-10
28. INVESCO BULLETSHARES 2024 CORPORATE BOND   2021-06-11 2023-07-20
20. INVESCO BULLETSHARES 2024 CORPORATE BOND   2021-06-11 2023-12-19
123. INVESCO BULLETSHARES 2023 CORPORATE BOND   2021-06-11 2023-01-10
27. INVESCO BULLETSHARES 2023 CORPORATE BOND   2021-06-11 2023-07-20
1489. INVESCO BULLETSHARES 2023 CORPORATE BOND   2022-01-19 2023-12-20
1. IQVIA HOLDINGS INC   2020-01-15 2023-07-20
1. IQVIA HOLDINGS INC   2020-01-15 2023-12-19
28. I SHARES I BOXX INVESTMENT GRADE CORPORA   2022-06-01 2023-01-10
3. I SHARES I BOXX INVESTMENT GRADE CORPORA   2022-06-01 2023-07-20
2. I SHARES I BOXX INVESTMENT GRADE CORPORA   2022-06-01 2023-12-19
13. I SHARES RUSSELL MID CAP INDEX TRUST   2022-01-19 2023-01-10
3. I SHARES RUSSELL MID CAP INDEX TRUST   2022-01-19 2023-07-20
2. I SHARES RUSSELL MID CAP INDEX TRUST   2022-01-19 2023-12-19
3. I SHARES RUSSELL 1000 VALUE INDEX FUND   2021-01-12 2023-07-20
2. I SHARES RUSSELL 1000 VALUE INDEX FUND   2021-01-12 2023-12-19
33. J P MORGAN CHASE & CO   2016-01-20 2023-01-10
2. J P MORGAN CHASE & CO   2016-01-20 2023-07-20
20. J P MORGAN CHASE & CO   2016-01-20 2023-12-18
1. J P MORGAN CHASE & CO   2016-01-20 2023-12-19
1. JACOBS SOLUTIONS INC   2023-01-25 2023-07-20
1. JACOBS SOLUTIONS INC   2023-01-25 2023-12-19
6. JOHNSON & JOHNSON   2012-03-09 2023-01-10
49. JOHNSON & JOHNSON   2021-06-11 2023-04-17
18. MARRIOTT INTERNATIONAL INC. CL A   2021-01-12 2023-01-10
1. MARRIOTT INTERNATIONAL INC. CL A   2021-01-12 2023-07-20
15. MARRIOTT INTERNATIONAL INC. CL A   2021-01-12 2023-10-31
35. MARVELL TECHNOLOGY INC   2022-01-19 2023-06-02
2. MARVELL TECHNOLOGY INC   2022-01-19 2023-07-20
79. MARVELL TECHNOLOGY INC   2023-01-10 2023-08-30
52. MARVELL TECHNOLOGY INC   2022-01-19 2023-08-30
42. MERCK & CO INC. NEW   2022-04-01 2023-01-10
1. MERCK & CO INC. NEW   2022-04-01 2023-07-20
1. MERCK & CO INC. NEW   2022-04-01 2023-12-19
22. MICROSOFT   2019-04-17 2023-01-10
2. MICROSOFT   2019-04-17 2023-07-20
2. MICROSOFT   2019-04-17 2023-12-19
15. MOTOROLA SOLUTIONS, INC.   2019-01-08 2023-01-10
28. MOTOROLA SOLUTIONS, INC.   2021-06-11 2023-04-13
10. NORTHROP GRUMMAN   2017-11-21 2023-01-10
11. NORTHROP GRUMMAN   2021-06-11 2023-01-25
1. NVIDIA CORPORATION   2023-08-30 2023-12-19
1. ORACLE CORPORATION   2023-01-10 2023-07-20
1. ORACLE CORPORATION   2023-01-10 2023-12-19
3. OSHKOSH CORP   2021-01-12 2023-01-10
1. OSHKOSH CORP   2021-01-12 2023-07-20
1. OSHKOSH CORP   2021-01-12 2023-12-19
5. PNC BANK CORP   2018-01-09 2023-01-10
24. PNC BANK CORP   2020-04-28 2023-04-13
1. PNC BANK CORP   2020-04-28 2023-07-20
50. PNC BANK CORP   2021-06-11 2023-12-18
1. PALO ALTO NETWORKS INC   2023-04-13 2023-07-20
5. PEPSICO INC   2018-11-15 2023-01-10
1. PEPSICO INC   2018-11-15 2023-07-20
1. PEPSICO INC   2018-11-15 2023-12-19
38.666 PRINCIPAL PREFERRED SECURITIES FUND   2020-04-03 2023-07-20
28.565 PRINCIPAL PREFERRED SECURITIES FUND   2020-04-03 2023-12-19
1. PROLOGIS   2023-01-10 2023-07-20
17. RTX CORPORATION   2020-04-14 2023-01-10
2. RTX CORPORATION   2020-04-14 2023-07-20
103. RTX CORPORATION   2021-06-11 2023-07-28
21. SPDR PORTFOLIO INT TERM CORP BD ETF   2020-01-15 2023-07-20
16. SPDR PORTFOLIO INT TERM CORP BD ETF   2020-01-15 2023-12-19
1. SPDR S&P BIOTECH   2023-01-10 2023-07-20
74. SPDR S&P BIOTECH   2023-01-10 2023-10-04
47. SPDR HEALTH CARE SELECT SPDR ETF   2021-05-19 2023-01-10
1. SPDR HEALTH CARE SELECT SPDR ETF   2021-05-19 2023-07-20
1. SPDR HEALTH CARE SELECT SPDR ETF   2021-05-19 2023-12-19
1. SPDR TECHNOLOGY IDX   2020-04-01 2023-07-20
14. SPDR TECHNOLOGY IDX   2020-04-01 2023-10-04
1. SPDR TECHNOLOGY IDX   2020-04-01 2023-12-19
2. SERVICENOW   2022-01-19 2023-12-18
2. SYSCO CORP   2017-08-15 2023-07-20
1. SYSCO CORP   2017-08-15 2023-12-19
1. TARGET CORP   2023-01-10 2023-07-20
45. TARGET CORP   2023-01-10 2023-12-18
1. TESLA INC   2022-01-19 2023-07-20
13. TESLA INC   2022-01-19 2023-12-18
2. THERMO FISHER SCIENTIFIC, INC.   2021-03-25 2023-01-10
4. U.S. BANCORP NEW   2022-10-14 2023-07-20
3. U.S. BANCORP NEW   2022-10-14 2023-12-19
4. ULTA BEAUTY, INC.   2020-04-28 2023-01-10
1. UNITED PARCEL SERVICE   2023-07-28 2023-12-19
5. UNITEDHEALTH GROUP, INC   2018-01-09 2023-01-10
4. UNITEDHEALTH GROUP, INC   2018-01-09 2023-04-17
1. UNITEDHEALTH GROUP, INC   2018-01-09 2023-07-20
4. VISA, INC   2012-03-09 2023-01-10
1. VISA, INC   2012-03-09 2023-07-20
1. VISA, INC   2012-03-09 2023-12-19
28. WALMART, INC.   2020-01-15 2023-01-10
2. WALMART, INC.   2020-01-15 2023-07-20
1. WALMART, INC.   2020-01-15 2023-12-19
13. EATON CORP PLC   2017-10-31 2023-01-10
1. EATON CORP PLC   2017-10-31 2023-07-20
11. EATON CORP PLC   2017-10-31 2023-11-28
1. EATON CORP PLC   2017-10-31 2023-12-19
4. ROYAL PHARMA   2022-11-02 2023-01-10
3. ROYAL PHARMA   2022-11-02 2023-07-20
187. ROYAL PHARMA   2022-11-02 2023-09-05
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 116   150 -34
b 99   112 -13
c 224   122 102
d 1,515   1,703 -188
e 7,577   5,459 2,118
956   971 -15
142   162 -20
154   162 -8
6,104   3,246 2,858
222   190 32
140   95 45
1,237   647 590
595   76 519
5,304   590 4,714
411   45 366
523   157 366
461   118 343
1,149   965 184
173   148 25
72   74 -2
1,547   1,465 82
173   183 -10
82   92 -10
843   242 601
190   48 142
198   48 150
773   106 667
5,406   772 4,634
588   80 508
135   51 84
3,303   1,145 2,158
162   61 101
750   368 382
111   107 4
2,791   1,178 1,613
4,941   1,413 3,528
2,855   2,054 801
5,065   5,523 -458
75   76 -1
75   76 -1
339   494 -155
2,466   2,984 -518
4,036   5,929 -1,893
157   175 -18
152   175 -23
3,252   3,912 -660
418   506 -88
315   372 -57
265   301 -36
194   218 -24
7,857   3,168 4,689
4,507   2,080 2,427
222   95 127
116   47 69
7,412   7,161 251
298   256 42
173   128 45
166   128 38
1,741   1,668 73
6,634   6,673 -39
354   407 -53
175   204 -29
89   102 -13
1,448   1,006 442
305   91 214
352   91 261
529   971 -442
112   194 -82
128   194 -66
1,304   1,216 88
148   143 5
162   143 19
8,546   3,461 5,085
208   214 -6
204   214 -10
298   279 19
574   584 -10
437   438 -1
583   682 -99
428   492 -64
576   682 -106
440   511 -71
574   652 -78
422   472 -50
571   640 -69
424   469 -45
569   627 -58
421   460 -39
384   413 -29
564   609 -45
427   457 -30
965   1,049 -84
577   625 -48
416   446 -30
2,580   2,683 -103
572   589 -17
31,563   32,147 -584
226   160 66
229   160 69
3,035   3,182 -147
323   341 -18
220   227 -7
899   1,022 -123
226   236 -10
156   157 -1
486   425 61
331   283 48
4,559   1,903 2,656
312   110 202
3,320   1,102 2,218
168   55 113
123   121 2
129   121 8
1,047   389 658
8,092   5,517 2,575
2,742   2,294 448
192   127 65
2,807   1,912 895
2,086   2,722 -636
127   156 -29
4,546   2,896 1,650
2,992   4,045 -1,053
4,647   3,482 1,165
108   83 25
106   83 23
5,023   2,665 2,358
693   242 451
744   242 502
3,919   1,778 2,141
8,075   4,248 3,827
4,995   3,045 1,950
5,098   3,609 1,489
495   494 1
115   86 29
106   86 20
276   289 -13
92   96 -4
108   96 12
819   744 75
2,910   3,324 -414
133   108 25
7,530   6,840 690
242   198 44
887   584 303
189   117 72
168   117 51
333   344 -11
252   254 -2
123   115 8
1,705   1,092 613
194   128 66
8,857   7,702 1,155
673   745 -72
521   568 -47
84   82 2
5,127   6,100 -973
6,301   5,768 533
135   123 12
134   123 11
176   77 99
2,299   1,083 1,216
192   77 115
1,415   1,074 341
150   103 47
73   52 21
135   156 -21
6,197   7,025 -828
265   338 -73
3,287   4,399 -1,112
1,138   886 252
156   171 -15
132   129 3
1,950   992 958
162   189 -27
2,419   1,125 1,294
2,012   900 1,112
505   225 280
880   118 762
240   29 211
259   29 230
4,037   2,826 1,211
314   231 83
155   115 40
2,085   965 1,120
211   74 137
2,517   816 1,701
237   74 163
156   170 -14
93   128 -35
5,525   7,971 -2,446
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
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       -34
b       -13
c       102
d       -188
e       2,118
      -15
      -20
      -8
      2,858
      32
      45
      590
      519
      4,714
      366
      366
      343
      184
      25
      -2
      82
      -10
      -10
      601
      142
      150
      667
      4,634
      508
      84
      2,158
      101
      382
      4
      1,613
      3,528
      801
      -458
      -1
      -1
      -155
      -518
      -1,893
      -18
      -23
      -660
      -88
      -57
      -36
      -24
      4,689
      2,427
      127
      69
      251
      42
      45
      38
      73
      -39
      -53
      -29
      -13
      442
      214
      261
      -442
      -82
      -66
      88
      5
      19
      5,085
      -6
      -10
      19
      -10
      -1
      -99
      -64
      -106
      -71
      -78
      -50
      -69
      -45
      -58
      -39
      -29
      -45
      -30
      -84
      -48
      -30
      -103
      -17
      -584
      66
      69
      -147
      -18
      -7
      -123
      -10
      -1
      61
      48
      2,656
      202
      2,218
      113
      2
      8
      658
      2,575
      448
      65
      895
      -636
      -29
      1,650
      -1,053
      1,165
      25
      23
      2,358
      451
      502
      2,141
      3,827
      1,950
      1,489
      1
      29
      20
      -13
      -4
      12
      75
      -414
      25
      690
      44
      303
      72
      51
      -11
      -2
      8
      613
      66
      1,155
      -72
      -47
      2
      -973
      533
      12
      11
      99
      1,216
      115
      341
      47
      21
      -21
      -828
      -73
      -1,112
      252
      -15
      3
      958
      -27
      1,294
      1,112
      280
      762
      211
      230
      1,211
      83
      40
      1,120
      137
      1,701
      163
      -14
      -35
      -2,446
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 68,215
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 1,217
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 0
3 Add lines 1 and 2........................... 3 1,217
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,217
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,012
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,012
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 10 795
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow795 Refundedright arrow 11 0
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowMA
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 arrow  
14
The books are in care ofright arrowEASTERN BANK & TRUST COMPANY Telephone no.right arrow (781) 581-4277

Located atright arrow125 HIGH STREET SUITE 901 BOS-30BOSTONMA ZIP+4right arrow02110
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)
Yes
 
(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
 
No
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
 
No
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
EASTERN BANK TRUSTEE
2 		2,740    
125 High Street Suite 901
BOSTON,MA02110
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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  
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
1,096,587
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,096,587
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,096,587
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
16,449
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,080,138
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
54,007
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
54,007
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,217
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,217
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
52,790
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
52,790
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
52,790
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
72,561
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) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
72,561
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 52,790
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 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 5,375
b From 2019...... 0
c From 2020...... 0
d From 2021...... 20,794
e From 2022...... 22,370
f Total of lines 3a through e ........ 48,539
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 72,561
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 52,790
e Remaining amount distributed out of corpus 19,771
5 Excess distributions carryover applied to 2023. 0 0
(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 68,310
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 .......... 		0
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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		5,375
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		62,935
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 20,794
d Excess from 2022.... 22,370
e Excess from 2023.... 19,771
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:
BRIDGET SPENCER
605 BROADWAY LF 41
SAUGUS,MA01906
(781) 581-4277
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION FORMS ARE AVAILABLE UPON REQUEST
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LIMITED TO STUDENTS WITH A B AVERAGE, OR BETTER, IN THE YEAR PRIOR AT HIGH SCHOOL, PREP SCHOOL, OR PRIOR YEAR OF COLLEGE. STUDENTS MUST RESIDE IN BEVERLY, SALEM, DANVERS, PEABODY, HAMILTON OR MANCHESTER, MA
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

AMERICAN UNIVERSITY-M
FBO MAXINE HICKEY
4400 MASSACHUSETTS AVE NW
WASHINGTON,DC20016 		NONE NONE SCHOLARSHIP 3,250

FASHION INSTITUE OF TECHNOLOGY-T
FBO TOBEY ARCHIBALD
227 W 27TH STREET
NEW YORK,NY10001 		NONE NONE SCHOLARSHIP 10,000

UNIVERSITY OF MAINE

168 COLLEGE AVENUE
ORONO,ME04469 		NONE NONE SCHOLARSHIP 6,500

UNIVERSITY OF NEW HAMPSHIRE

105 MAIN STREET
DURHAM,NH03824 		NONE NONE SCHOLARSHIP 6,500

UNIVERSITY OF VERMONT-J
FBO JOHN DRISCOLL
206 MAURAL HALL
BURLINGTON,VT05405 		NONE NONE SCHOLARSHIP 5,500

STONEHILL COLLEGE

320 WASHINGTON STREET
NORTH EASTON,MA02357 		NONE NONE SCHOLARSHIP 7,000

MASSACHUSETTS COLLEGE OF PHARMACY-MCPHS

179 LONGWOOD AVE
BOSTON,MA02115 		NONE NONE SCHOLARSHIP 7,000

Fairfield University
FBO Jarred Nowak
1073 NORTH BENSON ROAD
Fairfiel,CT06824 		NONE NONE SCHOLARSHIP 6,500

UNIVERSITY OF MASSACHUSETTS - AMHERST

MASSACHUSETTS AVENUE
AMHERST,MA01003 		NONE NONE SCHOLARSHIP 7,000

University of Alabama-C
FBO COSIMO MASSILLON
PO BOX 870100
Tuscaloosa,AL35487 		NONE NONE SCHOLARSHIP 5,000
Total .................................right arrow 3a 64,250
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
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 27,261  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 68,215  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   95,476  
13Total. Add line 12, columns (b), (d), and (e)..................
13
95,476
(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:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
EMILIO A & MARY A DIFELICE SCHOLARSHIP
EIN:
04-6941137
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 900 450   450

TY 2023 InvestmentsCorpStockSchedule
Name:
EMILIO A & MARY A DIFELICE SCHOLARSHIP
EIN:
04-6941137
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES INC    
ADOBE INC.    
AIR PRODUCTS & CHEMICALS 5,007 7,393
INSULET CORPORATION 8,156 6,943
BOSTON SCIENTIFIC CORP 7,455 8,036
ALPHABET, INC. CL A 8,235 29,614
CHEVRON CORP 13,613 11,784
AMAZON.COM, INC 12,850 28,869
ANALOG DEVICES 2,909 8,737
APPLE INC 7,905 38,699
AT & T INC 8,161 7,232
INVESCO BULLETSHARES INVESCO B 31,739 32,141
BLACKROCK INC. 6,631 12,177
CVS HEALTH CORP HEALTH CORPORA 5,974 6,238
INVESCO BULLETSHARES 2023 CORP    
BROADCOM INC 5,562 23,441
BURLINGTON STORES, INC.    
INVESCO BULLETSHARES 2024 CORP 33,140 31,432
CAMDEN PROPERTY TRUST    
COLUMBIA CORPORATE INCOME FUND 26,697 23,235
EMERSON ELEC CO 9,256 9,441
CONOCOPHILLIPS 4,511 9,982
INVESCO BULLETSHARES 2029 CORP 35,967 32,157
CROWN CASTLE INTL CORP    
MARRIOTT INTERNATIONAL INC. C 4,546 7,893
EQUINIX INC 6,931 7,249
EATON CORP PLC 4,516 12,041
OSHKOSH CORP 7,269 7,806
DEERE & CO    
FACEBOOK META PLATFORMS INC 11,365 25,839
FEDERATED GOV'T OBLIGATION TAX 54,317 54,317
ADVANCED MICRO DEVICES INC 9,604 14,741
HOME DEPOT INC    
HONEYWELL INT'L INC. 10,005 9,856
AMEREN CORP. 6,301 6,004
ORACLE CORPORATION 7,068 8,645
ELI LILLY & CO 6,145 6,412
CONESTOGA SMALL CAP FUND 15,163 14,533
JACOBS SOLUTIONS INC 7,026 7,658
DARDEN RESTAURANTS INC. 8,540 10,844
J P MORGAN CHASE & CO 8,613 16,500
JOHNSON & JOHNSON    
MARVELL TECHNOLOGY INC    
MERCK & CO INC. NEW 6,946 8,395
MICROSOFT 23,361 49,637
MOTOROLA SOLUTIONS, INC.    
PALO ALTO NETWORKS INC 7,901 11,795
NORTHROP GRUMMAN    
PEPSICO INC 6,301 8,662
ROYAL PHARMA    
PNC BANK CORP    
SERVICENOW 7,634 10,597
TESLA INC 7,581 8,448
U.S. BANCORP NEW 8,622 8,526
SYSCO CORP 6,015 7,532
NETFLIX, INC. 3,902 3,895
EASTMAN CHEMICAL CO 8,757 7,725
UNITEDHEALTH GROUP, INC 7,105 14,741
SPDR HEALTH CARE SELECT SPDR E 8,248 9,137
VISA, INC 6,649 18,745
WALMART, INC. 11,824 15,607
ABBVIE INC 9,213 8,833
AMERICAN ELEC POWER CO 9,172 8,366
APPLIED MATERIALS 3,789 9,238
HARTFORD FINANCIAL SERVICES GR 9,585 10,771
GLOBAL PAYMENTS INC 10,923 7,620
I SHARES I BOXX INVESTMENT GRA 15,799 15,382
INVESCO BULLETSHARES 2028 CORP 35,042 31,880
INVESCO BULLETSHARES 2027 CORP 34,727 31,634
INVESCO BULLETSHARES 2026 CORP 34,258 31,440
INVESCO BULLETSHARES 2025 CORP 33,490 31,337
IQVIA HOLDINGS INC 7,228 9,949
I SHARES RUSSELL MIDCAP INDEX 13,934 13,991
I SHARES RUSSELL 1000 INDEX FU 23,309 26,275
PRINCIPAL PREFERRED SECURITIES 20,179 18,524
RAYTHEON TECHNOLOGIES CORP    
SPDR PORTFOLIO INT TERM CORP B 39,383 37,984
NVIDIA CORPORATION 20,666 21,294
SPDR TECHNOLOGY IDX 6,131 11,356
UNITED PARCEL SERVICE 8,690 7,233
ULTA BEAUTY, INC. 4,122 7,350
THERMO FISHER SCIENTIFIC, INC. 8,944 10,616
INVESCO BULLETSHARES 2030 CORP 36,175 32,122
PROLOGIS 8,287 9,598
PROSHARES S&P 500 DIVIDEND ARI 7,489 8,187
PULTE HOMES INC 4,587 4,645
S&P GLOBAL INC 4,371 4,405
SALESFORCE INC 4,494 4,473

TY 2023 OtherDecreasesSchedule
Name:
EMILIO A & MARY A DIFELICE SCHOLARSHIP
EIN:
04-6941137
Description Amount
BOOK VALUE ADJUSTMENT 8,494


TY 2023 OtherExpensesSchedule
Name:
EMILIO A & MARY A DIFELICE SCHOLARSHIP
EIN:
04-6941137
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 435 0   435


TY 2023 OtherProfessionalFeesSchedule
Name:
EMILIO A & MARY A DIFELICE SCHOLARSHIP
EIN:
04-6941137
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 12,112 6,056   6,056


TY 2023 TaxesSchedule
Name:
EMILIO A & MARY A DIFELICE SCHOLARSHIP
EIN:
04-6941137
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 54 54   0
FEDERAL TAX PAYMENT - PRIOR YE 727 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,012 0   0