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
COULSON MEMORIAL TRUST
 
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

20-7318630
B Telephone number (see instructions)

(617) 897-1195
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$461,094J 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... 11,052 11,049  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 28,930
b Gross sales price for all assets on line 6a 119,875
7 Capital gain net income (from Part IV, line 2)... 28,930
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)....... Click to see attachment
List of Attached Documents:
// Content
248    
12 Total. Add lines 1 through 11........ 40,230 39,979  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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
2,160 1,080 0 1,080
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
6,039 3,020   3,020
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
21 21   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
35     35
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,255 4,121 0 4,135
25 Contributions, gifts, grants paid....... 20,820 20,820
26 Total expenses and disbursements. Add lines 24 and 25 29,075 4,121 0 24,955
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 11,155
b Net investment income (if negative, enter -0-) 35,858
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)....... 369,454 Click to see attachment
List of Attached Documents:
// Content
378,738 		461,094
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) 369,454 378,738 461,094
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........ 369,454 378,738
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)..... 369,454 378,738
30 Total liabilities and net assets/fund balances (see instructions). 369,454 378,738
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
369,454
2
Enter amount from Part I, line 27a .....................
2
11,155
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
380,609
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,871
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
378,738
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 4. AT & T INC   2022-11-08 2023-08-16
b 1. ABBOTT LABORATORIES INC   2018-02-28 2023-08-16
c 6. ABBOTT LABORATORIES INC   2023-01-10 2023-09-05
d 30. ABBOTT LABORATORIES INC   2020-03-03 2023-09-05
e 2. ABBVIE INC   2022-04-01 2023-01-10
1. ABBVIE INC   2022-04-01 2023-08-16
7. ADOBE INC.   2017-01-09 2023-01-10
1. ADVANCED MICRO DEVICES INC   2021-01-12 2023-08-16
2. AIR PRODUCTS & CHEMICALS   2018-08-01 2023-01-10
2. ALPHABET, INC. CL A   2014-10-28 2023-08-16
16. ALPHABET, INC. CL A   2014-10-28 2023-12-18
2. AMAZON.COM, INC   2016-11-22 2023-08-16
5. AMEREN CORP.   2021-01-12 2023-01-10
1. AMEREN CORP.   2021-01-12 2023-08-16
5. AMERICAN ELEC POWER CO   2020-10-16 2023-01-10
1. AMERICAN ELEC POWER CO   2020-10-16 2023-08-16
2. ANALOG DEVICES   2014-01-27 2023-01-10
2. APPLE INC   2014-10-28 2023-08-16
11. APPLE INC   2014-10-28 2023-08-30
1. APPLIED MATERIALS   2020-04-28 2023-08-16
8. APPLIED MATERIALS   2020-04-28 2023-08-30
1. BLACKROCK INC.   2016-09-21 2023-01-10
2. BROADCOM INC   2018-03-29 2023-01-10
3. BROADCOM INC   2018-03-29 2023-10-04
5. BURLINGTON STORES, INC.   2019-03-25 2023-01-10
11. BURLINGTON STORES, INC.   2022-01-19 2023-12-18
1. CVS HEALTH CORP HEALTH CORPORATION   2023-04-17 2023-08-16
1. CAMDEN PROPERTY TRUST   2022-04-19 2023-01-10
9. CAMDEN PROPERTY TRUST   2022-06-27 2023-06-14
14. CAMDEN PROPERTY TRUST   2022-04-19 2023-06-14
1. CHEVRON CORP   2023-01-10 2023-08-16
126.24 COLUMBIA CORPORATE INCOME FUND   2020-01-16 2023-01-11
24.029 COLUMBIA CORPORATE INCOME FUND   2020-01-16 2023-08-16
1.899 CONESTOGA SMALL CAP FUND   2021-01-13 2023-08-16
26. CONOCOPHILLIPS   2021-01-12 2023-01-10
18. CONOCOPHILLIPS   2021-01-12 2023-04-28
1. CONOCOPHILLIPS   2021-01-12 2023-08-16
4. CROWN CASTLE INC.   2022-01-19 2023-01-10
16. CROWN CASTLE INC.   2021-01-12 2023-01-10
1. DARDEN RESTAURANTS INC.   2021-01-12 2023-01-10
1. DARDEN RESTAURANTS INC.   2021-01-12 2023-08-16
1. DEERE & CO   2022-04-01 2023-01-10
7. DEERE & CO   2022-04-01 2023-09-05
1. EASTMAN CHEMICAL CO   2021-10-04 2023-01-10
1. EASTMAN CHEMICAL CO   2021-10-04 2023-08-16
4. FACEBOOK META PLATFORMS INC   2016-11-22 2023-01-10
1. FACEBOOK META PLATFORMS INC   2016-11-22 2023-08-16
2. GLOBAL PAYMENTS INC   2020-01-15 2023-01-10
1. GLOBAL PAYMENTS INC   2020-01-15 2023-08-16
6. HARTFORD FINANCIAL SERVICES GROUP INC.   2022-05-03 2023-01-10
1. HARTFORD FINANCIAL SERVICES GROUP INC.   2022-05-03 2023-08-16
11. HOME DEPOT INC   2020-03-03 2023-01-10
1. INSULET CORPORATION   2021-10-04 2023-01-10
19. INVESCO BULLETSHARES INVESCO BULLETSHARE   2023-01-10 2023-08-16
18. INVESCO BULLETSHARES 2030 CORPORATE BOND   2022-01-19 2023-08-16
16. INVESCO BULLETSHARES 2029 CORPORATE BOND   2021-01-12 2023-08-16
15. INVESCO BULLETSHARES 2028 CORPORATE BOND   2020-10-06 2023-08-16
15. INVESCO BULLETSHARES 2027 CORPORATE BOND   2020-10-06 2023-08-16
15. INVESCO BULLETSHARES 2026 CORPORATE BOND   2020-10-06 2023-08-16
1. INVESCO BULLETSHARES 2025 CORPORATE BOND   2020-10-06 2023-01-10
15. INVESCO BULLETSHARES 2025 CORPORATE BOND   2020-10-06 2023-08-16
13. INVESCO BULLETSHARES 2024 CORPORATE BOND   2020-10-06 2023-01-10
14. INVESCO BULLETSHARES 2024 CORPORATE BOND   2020-10-06 2023-08-16
44. INVESCO BULLETSHARES 2023 CORPORATE BOND   2020-10-06 2023-01-10
14. INVESCO BULLETSHARES 2023 CORPORATE BOND   2020-10-06 2023-08-16
593. INVESCO BULLETSHARES 2023 CORPORATE BOND   2022-01-19 2023-12-20
23. INVESCO BULLETSHARES 2022 CORPORATE BOND   2020-10-06 2023-02-02
11. I SHARES I BOXX INVESTMENT GRADE CORPORA   2022-06-01 2023-01-10
1. I SHARES I BOXX INVESTMENT GRADE CORPORA   2022-06-01 2023-08-16
4. I SHARES RUSSELL MID CAP INDEX TRUST   2022-01-19 2023-01-10
2. I SHARES RUSSELL MID CAP INDEX TRUST   2022-01-19 2023-08-16
2. I SHARES RUSSELL 1000 VALUE INDEX FUND   2021-01-12 2023-08-16
13. J P MORGAN CHASE & CO   2016-01-20 2023-01-10
1. J P MORGAN CHASE & CO   2016-01-20 2023-08-16
8. J P MORGAN CHASE & CO   2016-01-20 2023-12-18
1. JACOBS SOLUTIONS INC   2023-01-25 2023-08-16
1. JOHNSON & JOHNSON   2012-03-09 2023-01-10
20. JOHNSON & JOHNSON   2020-03-03 2023-04-17
7. MARRIOTT INTERNATIONAL INC. CL A   2021-01-12 2023-01-10
6. MARRIOTT INTERNATIONAL INC. CL A   2021-01-12 2023-10-31
14. MARVELL TECHNOLOGY INC   2022-01-19 2023-06-02
1. MARVELL TECHNOLOGY INC   2022-01-19 2023-08-16
31. MARVELL TECHNOLOGY INC   2023-01-10 2023-08-30
21. MARVELL TECHNOLOGY INC   2022-01-19 2023-08-30
17. MERCK & CO INC. NEW   2022-04-01 2023-01-10
1. MERCK & CO INC. NEW   2022-04-01 2023-08-16
9. MICROSOFT   2019-04-17 2023-01-10
1. MICROSOFT   2019-04-17 2023-08-16
6. MOTOROLA SOLUTIONS, INC.   2019-01-08 2023-01-10
11. MOTOROLA SOLUTIONS, INC.   2021-01-12 2023-04-13
4. NORTHROP GRUMMAN   2017-11-21 2023-01-10
5. NORTHROP GRUMMAN   2020-03-03 2023-01-25
1. ORACLE CORPORATION   2023-01-10 2023-08-16
1. OSHKOSH CORP   2021-01-12 2023-01-10
1. OSHKOSH CORP   2021-01-12 2023-08-16
2. PNC BANK CORP   2018-01-09 2023-01-10
10. PNC BANK CORP   2020-04-28 2023-04-13
20. PNC BANK CORP   2022-01-19 2023-12-18
2. PEPSICO INC   2018-11-15 2023-01-10
19.893 PRINCIPAL PREFERRED SECURITIES FUND   2020-04-03 2023-08-16
1. PROLOGIS   2023-01-10 2023-08-16
7. RTX CORPORATION   2020-04-14 2023-01-10
42. RTX CORPORATION   2021-01-12 2023-07-28
11. SPDR PORTFOLIO INT TERM CORP BD ETF   2020-01-15 2023-08-16
1. SPDR S&P BIOTECH   2023-01-10 2023-08-16
29. SPDR S&P BIOTECH   2023-01-10 2023-10-04
18. SPDR HEALTH CARE SELECT SPDR ETF   2021-05-19 2023-01-10
1. SPDR HEALTH CARE SELECT SPDR ETF   2021-05-19 2023-08-16
1. SPDR TECHNOLOGY IDX   2020-04-01 2023-08-16
6. SPDR TECHNOLOGY IDX   2020-04-01 2023-10-04
1. SERVICENOW   2022-01-19 2023-12-18
1. SYSCO CORP   2017-08-15 2023-08-16
18. TARGET CORP   2023-01-10 2023-12-18
5. TESLA INC   2022-01-19 2023-12-18
1. THERMO FISHER SCIENTIFIC, INC.   2021-03-25 2023-01-10
2. U.S. BANCORP NEW   2022-10-14 2023-08-16
2. ULTA BEAUTY, INC.   2020-03-03 2023-01-10
1. UNITEDHEALTH GROUP, INC   2018-01-09 2023-01-10
2. UNITEDHEALTH GROUP, INC   2018-01-09 2023-04-17
2. VISA, INC   2012-03-09 2023-01-10
1. VISA, INC   2012-03-09 2023-08-16
11. WALMART, INC.   2020-01-15 2023-01-10
1. WALMART, INC.   2020-01-15 2023-08-16
5. EATON CORP PLC   2017-10-31 2023-01-10
1. EATON CORP PLC   2017-10-31 2023-08-16
4. EATON CORP PLC   2017-10-31 2023-11-28
2. ROYAL PHARMA   2022-11-02 2023-08-16
74. ROYAL PHARMA   2023-01-10 2023-09-05
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    
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 56   75 -19
b 105   61 44
c 606   681 -75
d 3,031   1,881 1,150
e 319   324 -5
152   162 -10
2,374   760 1,614
108   95 13
618   324 294
258   55 203
2,176   444 1,732
273   79 194
442   371 71
80   74 6
484   458 26
79   92 -13
337   97 240
356   53 303
2,051   293 1,758
140   51 89
1,201   410 791
750   368 382
1,116   471 645
2,470   707 1,763
1,098   758 340
1,990   2,002 -12
73   76 -3
113   165 -52
1,009   1,221 -212
1,569   2,306 -737
160   175 -15
1,135   1,237 -102
209   260 -51
130   155 -25
3,049   1,229 1,820
1,844   851 993
116   47 69
581   732 -151
2,325   2,187 138
149   128 21
161   128 33
435   417 18
2,902   2,920 -18
88   102 -14
82   102 -20
527   486 41
299   121 178
212   388 -176
124   194 -70
460   429 31
73   72 1
3,482   989 2,493
298   279 19
295   308 -13
285   341 -56
283   345 -62
293   348 -55
283   331 -48
283   326 -43
20   22 -2
302   337 -35
267   289 -22
289   311 -22
923   962 -39
297   306 -9
12,570   12,938 -368
487   504 -17
1,192   1,250 -58
104   114 -10
277   315 -38
145   157 -12
317   283 34
1,796   752 1,044
151   55 96
1,328   441 887
135   121 14
175   65 110
3,303   2,045 1,258
1,066   892 174
1,123   765 358
834   1,089 -255
58   78 -20
1,784   1,137 647
1,208   1,633 -425
1,881   1,409 472
109   83 26
2,055   1,090 965
323   121 202
1,567   711 856
3,172   1,413 1,759
1,998   1,218 780
2,317   1,444 873
117   86 31
92   96 -4
100   96 4
328   298 30
1,212   1,300 -88
3,012   2,439 573
355   233 122
171   177 -6
122   115 7
702   475 227
3,612   2,836 776
348   390 -42
78   82 -4
2,009   2,390 -381
2,413   2,209 204
135   123 12
168   77 91
985   464 521
708   537 171
72   52 20
2,479   2,810 -331
1,264   1,692 -428
569   443 126
74   86 -12
975   538 437
484   225 259
1,006   450 556
440   59 381
240   29 211
1,586   1,148 438
159   115 44
802   374 428
218   75 143
915   299 616
59   85 -26
2,187   3,151 -964
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
      109
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       -19
b       44
c       -75
d       1,150
e       -5
      -10
      1,614
      13
      294
      203
      1,732
      194
      71
      6
      26
      -13
      240
      303
      1,758
      89
      791
      382
      645
      1,763
      340
      -12
      -3
      -52
      -212
      -737
      -15
      -102
      -51
      -25
      1,820
      993
      69
      -151
      138
      21
      33
      18
      -18
      -14
      -20
      41
      178
      -176
      -70
      31
      1
      2,493
      19
      -13
      -56
      -62
      -55
      -48
      -43
      -2
      -35
      -22
      -22
      -39
      -9
      -368
      -17
      -58
      -10
      -38
      -12
      34
      1,044
      96
      887
      14
      110
      1,258
      174
      358
      -255
      -20
      647
      -425
      472
      26
      965
      202
      856
      1,759
      780
      873
      31
      -4
      4
      30
      -88
      573
      122
      -6
      7
      227
      776
      -42
      -4
      -381
      204
      12
      91
      521
      171
      20
      -331
      -428
      126
      -12
      437
      259
      556
      381
      211
      438
      44
      428
      143
      616
      -26
      -964
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 28,930
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) 1 498
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........................... 3 498
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- ..... 5 498
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 388
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.............. 7 388
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 9 110
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 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, C/O PHIL MCMANUS Telephone no.right arrow (617) 897-1195

Located atright arrow125 HIGH STREET BOS-301BOSTONMA 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
JOHN J FOLEY III TRUSTEE
2 		0    
389 CLUBHOUSE DRIVE D3
GULF SHORES,AL36542
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
442,083
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
442,083
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
442,083
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
6,631
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
435,452
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
21,773
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
21,773
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
498
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
498
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
21,275
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
21,275
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
21,275
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
24,955
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
24,955
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 21,275
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 17,010
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 24,955
a Applied to 2022, but not more than line 2a 17,010
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..... 7,945
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		13,330
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) ... 		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.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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

SALISBURY ELEMENTARY SCHOOL

100 LAFAYETTE ROAD
SALISBURY,MA01952 		NONE NONE CHARITABLE 10,001

THE PATRIARCH'S CLUB OF HARMONY

PO BOX 45
HARMONY,ME04942 		NONE NONE CHARITABLE 10,819
Total .................................right arrow 3a 20,820
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 11,052  
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 28,930  
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) ..   40,230  
13Total. Add line 12, columns (b), (d), and (e)..................
13
40,230
(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:
COULSON MEMORIAL TRUST
EIN:
20-7318630
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,160 1,080   1,080

TY 2023 InvestmentsCorpStockSchedule
Name:
COULSON MEMORIAL TRUST
EIN:
20-7318630
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES INC    
ADOBE INC.    
ADVANCED MICRO DEVICES INC 3,916 5,896
AIR PRODUCTS & CHEMICALS 1,849 3,012
ALPHABET, INC. CL A 2,861 12,013
AMAZON.COM, INC 5,555 11,699
AMEREN CORP. 2,517 2,387
AMERICAN ELEC POWER CO 3,770 3,411
ANALOG DEVICES 943 3,574
APPLE INC 2,114 15,787
APPLIED MATERIALS 1,246 3,728
BLACKROCK INC. 2,285 4,871
BROADCOM INC 1,861 8,930
BURLINGTON STORES, INC.    
CONESTOGA SMALL CAP FUND 6,114 5,870
CONOCOPHILLIPS 1,747 3,946
CROWN CASTLE INTL CORP CROWN C    
DARDEN RESTAURANTS INC. 3,322 4,272
EASTMAN CHEMICAL CO 3,660 3,144
EATON CORP PLC 1,636 4,816
FACEBOOK META PLATFORMS INC 4,944 10,265
FEDERATED GOV'T OBLIGATION TAX 18,809 18,809
GLOBAL PAYMENTS INC 4,231 3,048
HOME DEPOT INC    
HONEYWELL INT'L INC. 4,256 4,194
I SHARES RUSSELL 1000 VALUE I 9,296 10,576
I SHARES RUSSELL MID CAP INDEX 5,573 5,597
INSULET CORPORATION 3,015 2,604
INVESCO BULLETSHARES 2023 CORP    
INVESCO BULLETSHARES 2024 CORP 13,496 12,698
INVESCO BULLETSHARES 2025 CORP 13,854 12,662
INVESCO BULLETSHARES 2026 CORP 14,245 12,719
INVESCO BULLETSHARES 2027 CORP 14,385 12,782
INVESCO BULLETSHARES 2028 CORP 14,602 12,878
INVESCO BULLETSHARES 2029 CORP 14,862 13,000
IQVIA HOLDINGS INC 2,950 4,165
J P MORGAN CHASE & CO 3,052 6,634
JOHNSON & JOHNSON    
MARRIOTT INTERNATIONAL INC. C 1,912 3,383
MICROSOFT 9,620 19,930
MOTOROLA SOLUTIONS, INC.    
NORTHROP GRUMMAN    
OSHKOSH CORP 2,789 3,144
PEPSICO INC 2,583 3,567
PNC BANK CORP    
PRINCIPAL PREFERRED SECURITIES 7,994 7,482
RAYTHEON TECHNOLOGIES CORP    
SPDR HEALTH CARE SELECT SPDR E 3,314 3,682
SPDR PORTFOLIO INT TERM CORP B 15,978 15,332
SPDR TECHNOLOGY IDX 2,287 4,427
SYSCO CORP 2,311 3,071
THERMO FISHER SCIENTIFIC, INC. 3,546 4,246
ULTA BEAUTY, INC. 1,559 2,940
UNITEDHEALTH GROUP, INC 2,676 5,791
VISA, INC 2,017 7,290
WALMART, INC. 4,684 6,306
AT & T INC 3,296 2,920
ABBVIE INC 3,556 3,409
CAMDEN PROPERTY TRUST    
COLUMBIA CORPORATE INCOME FUND 10,846 9,385
DEERE & CO    
HARTFORD FINANCIAL SERVICES GR 3,863 4,341
INVESCO BULLETSHARES 2030 CORP 14,598 12,975
I SHARES I BOXX INVESTMENT GRA 6,479 6,308
MARVELL TECHNOLOGY INC    
MERCK & CO INC. NEW 2,819 3,380
ROYAL PHARMA    
SERVICENOW 2,949 4,239
US BANCORP NEW    
TESLA INC 3,105 3,479
ELI LILLY & CO 2,793 2,915
EMERSON ELEC CO 3,836 3,893
BOSTON SCIENTIFIC CORP 3,004 3,237
CHEVRON CORP 5,339 4,624
EQUINIX INC 2,310 2,416
CVS HEALTH CORP HEALTH CORPORA 2,571 2,685
JACOBS SOLUTIONS INC 3,099 3,375
INVESCO BULLETSHARES INVESCO B 12,822 12,984
PALO ALTO NETWORKS INC 3,160 4,718
NETFLIX, INC. 2,926 2,921
NVIDIA CORPORATION 9,065 9,409
ORACLE CORPORATION 2,844 3,479
PROLOGIS 3,223 3,732
PROSHARES S&P 500 DIVIDEND ARI 3,048 3,332
PULTE HOMES INC 3,364 3,406
S&P GLOBAL INC 3,060 3,084
SALESFORCE INC 3,437 3,421
U.S. BANCORP NEW 3,501 3,462
UNITED PARCEL SERVICE 3,589 2,987

TY 2023 OtherDecreasesSchedule
Name:
COULSON MEMORIAL TRUST
EIN:
20-7318630
Description Amount
BOOK VALUE ADJUSTMENT 1,871


TY 2023 OtherExpensesSchedule
Name:
COULSON MEMORIAL TRUST
EIN:
20-7318630
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 35 0   35


TY 2023 OtherIncomeSchedule2
Name:
COULSON MEMORIAL TRUST
EIN:
20-7318630
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER REVENUE 248 0  


TY 2023 OtherProfessionalFeesSchedule
Name:
COULSON MEMORIAL TRUST
EIN:
20-7318630
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 6,039 3,020   3,020


TY 2023 TaxesSchedule
Name:
COULSON MEMORIAL TRUST
EIN:
20-7318630
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 21 21   0