Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 11-01-2010 , and ending 10-31-2011
G
Check all that apply:
Name of foundation
BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)35 BROADWAY   Room/suite
City or town, state, and ZIP code
TAUNTON, MA02780
A Employer identification number

04-3332966
B Telephone number (see page 10 of the instructions)

(508) 824-6626
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,307,634
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
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 page 11 of the 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) 615,896
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 233,676 233,676 233,676
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 95,287
b Gross sales price for all assets on line 6a 1,848,857
7 Capital gain net income (from Part IV, line 2)... 95,287
8 Net short-term capital gain.........  
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)....... 105 0 105
12 Total. Add lines 1 through 11........ 944,964 328,963 233,781
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) 70 0 0 70
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 53,342 47,037 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 53,412 47,037 0 70
25 Contributions, gifts, grants paid........ 995,727 995,727
26 Total expenses and disbursements. Add lines 24 and 25 1,049,139 47,037 0 995,797
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -104,175
b Net investment income (if negative, enter -0-) 281,926
c Adjusted net income (if negative, enter -0-)... 233,781
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
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............... 432 1,346 1,346
2 Savings and temporary cash investments.......... 121,875 183,078 183,078
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
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)........ 7,125,117 Click to see attachment7,123,210 7,123,210
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,247,424 7,307,634 7,307,634
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 bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 7,247,424 7,307,634
30 Total net assets or fund balances (see page 17 of the
instructions).................... 7,247,424 7,307,634
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 7,247,424 7,307,634
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 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 7,247,424
2 Enter amount from Part I, line 27a...................... 2 -104,175
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 164,385
4 Add lines 1, 2, and 3.......................... 4 7,307,634
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 7,307,634
Form 990-PF (2010)
Form 990-PF (2010)
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 FOUNDATION P    
b FOUNDATION P    
c BCSB FUND P    
d BCSB FUND P    
e PAWTUCKET P    
PAWTUCKET P    
DARTMOUTH P    
DARTMOUTH 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 577,542   576,759 783
b 102,248   98,544 3,704
c 689,352   617,629 71,723
d 215,602   215,000 602
e 105,056   109,795 -4,739
31,918   32,000 -82
99,591   76,993 22,598
27,548   26,850 698
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       783
b       3,704
c       71,723
d       602
e       -4,739
      -82
      22,598
      698
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 95,287
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 pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . .
Bracket 3 4,922
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 941,711 7,109,427 0.132459
2008 822,597 6,982,481 0.117809
2007 761,324 9,255,308 0.082258
2006 732,009 10,202,377 0.071749
2005 636,967 9,270,321 0.068710
2 Total of line 1, column (d) ...................... 2 0.472985
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.094597
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 6,942,426
5 Multiply line 4 by line 3....................... 5 656,733
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,819
7 Add lines 5 and 6......................... 7 659,552
8 Enter qualifying distributions from Part XII, line 4.............. 8 995,797
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,819
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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 2,819
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 2,819
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 2,859
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,859
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 40
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet40 Refunded Bullet 11 0
Part VII-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 page 19 of
the instructions for 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • 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 XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletMA
    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 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    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 page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDENNIS LEAHY Telephone no.bullet (508) 828-5317
    Located atbullet35 BROADWAYTAUNTONMA ZIP+4bullet02780
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?.................
    (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.).........
    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 page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    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 2010?.............
    1c
     
    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 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 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 page 20 of the 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.
    bullet20, 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?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 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 2010.)....................
    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 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    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 page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    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?............
    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?....................
    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?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the 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
    E DENNIS KELLY JR CHAIRMAN
    1.00
    0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    PATRICK J MURRAY JR PRESIDENT
    1.00
    0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    DENNIS F LEAHY TREASURER
    1.00
    0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    MICHELE L ROBERTS CLERK
    1.00
    0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    MARJORIE L LARGEY TRUSTEE
    1.00
    0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    J JEROME COOGAN TRUSTEE
    1.00
    0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    EDWARD P PARISEAU TRUSTEE
    1.00
    0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    LOUIS M RICCIARDI TRUSTEE
    1.00
    0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    SUZANNE WITHERS TRUSTEE
    1.00
    0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    FRANK TEIXEIRA TRUSTEE
    1.00
    0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    RUSSEL F MARTORANA TRUSTEE
    1.00
    0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    KOREEN A SANTOS TRUSTEE
    1.00
    0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    CHARLES P TERRY TRUSTEE
    1.00
    0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the 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...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the 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.............bullet0
    Part IX-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  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the 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 page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the 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
    7,045,439
    b
    Average of monthly cash balances.......................
    1b
    2,709
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,048,148
    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
    7,048,148
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    105,722
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,942,426
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    347,121
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    347,121
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    2,819
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,819
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    344,302
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    344,302
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    344,302
    Part XII
    Qualifying Distributions (see page 25 of the 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
    995,797
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    995,797
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    2,819
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    992,978
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus
    (b)
    Years prior to 2009
    (c)
    2009
    (d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 344,302
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005....... 253,516
    b From 2006....... 247,770
    c From 2007....... 311,829
    d From 2008....... 476,100
    e From 2009....... 588,505
    fTotal of lines 3a through e......... 1,877,720
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 995,797
    a Applied to 2009, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)
    0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...
    0
    d Applied to 2010 distributable amount..... 344,302
    e Remaining amount distributed out of corpus 651,495
    5 Excess distributions carryover applied to 2010. 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 2,529,215
    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 page 27 of the instructions ...
    0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........
    0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........
    0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............
    253,516
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......
    2,275,699
    10 Analysis of line 9:
    a Excess from 2006.... 247,770
    b Excess from 2007.... 311,829
    c Excess from 2008.... 476,100
    d Excess from 2009.... 588,505
    e Excess from 2010.... 651,495
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-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 2010, enter the date of the ruling.......bullet
     
    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 X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the 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 bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    MICHELE ROBERTS CLERK
    29 BROADWAY 2ND FLOOR
    TAUNTON,MA02780
    (508) 828-5393
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS AVAILABLE AT ABOVE ADDRESS
    cAny submission deadlines:
    SEE APPLICATIONS FOR VARIOUS DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ONLY TAX EXEMPT ORGANIZATIONS THAT ARE RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS BEING DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES AND ARE LOCATED IN THE GREATER ATTLEBORO-TAUNTON AREA.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    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 CANCER SOCIETY
    5 MANLEY STREET
    WEST BRIDGEWATER,MA02379
    NOT RELATED 501(C)(3) FUNDS USED TO SUPPORT CANCER RESEARCH 1,500
    AMERICAN HEART ASSOCIATION
    ONE UNION STREET
    ROBBINSVILLE,NJ08691
    NOT RELATED 501(C)(3) FUNDS USED TO SUPPORT PROGRAMS AND TO RAISE AWARENESS OF THE IMPORTANCE OF L 5,000
    ANNAWON COUNCIL BOY SCOUTS OF AMERICA
    152 W MAIN STREET
    NORTON,MA02766
    RELATED 501(C)(3) FUNDS USED TO ALLOW SCOUTREACH MEMBERS IN TROUBLED AREAS TO ENJOY CAMPING, L 18,000
    ANNIE MAXIM HOUSE INC
    706 NORTH AVENUE
    ROCHESTER,MA02770
    NOT RELATED 501(C)(3) FUNDS USED TO HELP WITH REPLACEMENT OF TRANSPORTATION VEHICLE PROVIDING RIDE 5,000
    ARC OF NORTHERN BRISTOL COUNTY
    141 PARK STREET
    ATTLEBORO,MA02703
    NOT RELATED 501(C)(3) FUNDS USED TO HELP WITH START-UP OF A RESOURCE CENTER OFFERING EDUCATIONAL, 7,000
    ASSOCIATES FOR HUMAN SERVICES
    68 ALLISION AVENUE
    TAUNTON,MA02780
    RELATED 501(C)(3) FUNDS USED FOR FACILITY IMPROVEMENTS 5,000
    ATTLEBORO AREA COUNCIL OF CHURCHES
    95 PINE STREET
    ATTLEBORO,MA02703
    NOT RELATED 501(C)(3) FUNDS USED TO PROVIDE EMERGENCY MEALS TO LOW-INCOME FAMILIES 7,500
    ATTLEBORO ARTS MUSEUM
    86 PARK STREET
    ATTLEBORO,MA02703
    NOT RELATED 501(C)(3) FUNDS USED TO SUPPORT ARTS PROGRAMMING, MUSEUM, SCHOOL CURRICULUM, AND ALTER 860
    ATTLEBORO ENTERPRISES INC
    284 JOHN DIETSCH BLVD
    N ATTLEBORO,MA02763
    NOT RELATED 501(C)(3) FUNDS USED FOR CAPITAL RENOVATION AND EXPANSION PROJECT AT CENTER ASSISTING 5,000
    ATTLEBORO HIGH SCHOOL
    100 RATHBUN WILLARD DRIVE
    ATTLEBORO,MA02703
    NOT RELATED GRANT FOR EDUCATIONA SCHOLARSHIPS 1,500
    ATTLEBORO YMCA
    63 NORTH MAIN STREET
    ATTLEBORO,MA02703
    RELATED 501(C)(3) FUNDS USED FOR DEVELOPMENT OF FACILITY CAMP 25,000
    BERKLEY PARENT TEACH ORGANIZATION
    59 SOUTH MAIN STREET
    BERKLEY,MA02779
    NOT RELATED 501(C)(3) FUNDS USED TO PURCHASE INTERACTIVE WHITE BOARDS, TEACHER TABLET, AND STUDENT 5,000
    BERKLEY SCHOLARSHIP FUND
    622 BERKLEY STREET
    BERKLEY,MA02779
    NOT RELATED 501(C)(3) SCHOLARSHIPS 600
    BETA COMMUNITY PARTNERSHIPS
    90 NEW STATE HIGHWAY
    RAYNHAM,MA02767
    RELATED 501(C)(3) FUNDS USED FOR A DOWN PAYMENT ON HOME TO ASSIST LOW-INCOME INDIVIDUALS WITH 5,000
    BIG BROTHERS OF RHODE ISLAND
    3300 PAWTUCKET AVENUE
    RIVERSIDE,RI02915
    NOT RELATED 501(C)(3) FUNDS SUPPORT PROGRAMS PROVIDING ONE-ON-ONE COUNSEL AND GUIDANCE TO FATHERLE 700
    BISHOP FEEHAN HIGH SCHOOL
    70 HOLCOTT DRIVE
    ATTLEBORO,MA02703
    RELATED 501(C)(3) SCHOLARSHIPS; CAPITAL CAMPAIGN COMMITMENT 11,500
    BISHOP KEOUGH REGIONAL HIGH SCHOOL
    145 POWER ROAD
    PAWTUCKET,RI02860
    NOT RELATED 501(C)(3) SCHOLARSHIPS 1,000
    BISHOP STANG HIGH SCHOOL
    500 SLOCUM ROAD
    NORTH DARTMOUTH,MA02747
    NOT RELATED 501(C)(3) FUNDS USED FOR CAMPUS RENOVATIONS/IMPROVEMENTS 10,000
    BLACKSTONE ACADEMY
    334 PLEASANT STREET
    PAWTUCKET,RI02860
    NOT RELATED 501(C)(3) SCHOLARSHIPS 1,000
    BLACKSTONE VALLEY EMERGENCY FOOD CENTER
    75 BENEFIT STREET
    PAWTUCKET,RI02861
    NOT RELATED 501(C)(3) FUNDS TO PROVIDE FOOD FOR PAWTUCKET, RI RESIDENTS 2,000
    BLUEFISH BOOSTERS INC
    33 BUCK KNOLL ROAD
    RAYNHAM,MA02767
    NOT RELATED 501(C)(3) SCHOLARSHIPS 500
    BOOKS ARE WINGS
    PO BOX 16623
    PROVIDENCE,RI02916
    NOT RELATED 501(C)(3) FUNDS USED TO INCREASE LITERACY AWARENESS BY PROVIDING FREE BOOKS AND BOOK P 2,500
    BOYS & GIRLS CLUB OF NEW BEDFORD
    166 JENNY STREET
    NEW BEDFORD,MA02740
    NOT RELATED 501(C)(3) FUNDS PROVIDE CURRICULUM IN CAREER DEVELOPMENT, ACADEMIC ENRICHMENT, PREVENT 500
    BOYS & GIRLS CLUB OF TAUNTON INC
    31 COURT STREET
    TAUNTON,MA02780
    RELATED 501(C)(3) FUNDS USED TO SUPPORT PROGRAMS; FUNDS USED TO HELP WITH REPLACEMENT OF TRANS 16,010
    BRIDGEWATER STATE COLLEGE
    PO BOX 42
    BRIDGEWATER,MA02324
    RELATED 501(C)(3) FUNDS TO SUPPORT BSC SCHOLARS AWARD FUND ALLOWING STUDENTS TO BENEFIT THROUG 50,000
    BRIDGEWATER-RAYNHAM CITIZEN'S SCHOLARSHIP
    PO BOX 380
    BRIDGEWATER,MA02324
    NOT RELATED 501(C)(3) SCHOLARSHIPS 1,500
    BRIDGEWATER-RAYNHAM REGIONAL HIGH SCHOOL
    415 CENTER STREET
    BRIDGEWATER,MA02324
    NOT RELATED GRANT FOR EDUCATIONA FUNDS SUPPORT ACADEMIC AWARDS PROGRAMMING 250
    BRISTOL COUNTY AGRICULTURAL HIGH SCHOOL
    135 CENTER STREET
    DIGHTON,MA02715
    NOT RELATED GRANT FOR EDUCATIONA SCHOLARSHIPS 1,500
    BRISTOL COMMUNITY COLLEGE FOUNDATION
    777 ELSBREE STREET
    FALL RIVER,MA02720
    RELATED 501(C)(3) FUNDS USED TO PROVIDE FINANCIAL ASSISTANCE AND ACCESS TO QUALITY EDUCATION 29,644
    BRISTOL-PLYMOUTH TECHNICAL HIGH SCHOOL
    940 COUNTY STREET
    TAUNTON,MA02780
    NOT RELATED GRANT FOR EDUCATIONA FUNDS SUPPORT SUMMER EXPLORATORY PROGRAMS; SCHOLARSHIPS 2,500
    BUTTONWOOD PARK ZOOLOGICAL SOCIETY INC
    425 HAWTHORN STREET
    NEW BEDFORD,MA02740
    NOT RELATED 501(C)(3) FUNDS USED TO SUPPORT EDUCATIONAL PROGRAMS 6,788
    CATHOLIC SOCIAL SERVICES OF FALL RIVER
    1600 BAY STREET
    FALL RIVER,MA02724
    NOT RELATED 501(C)(3) FUNDS USED FOR HOMELESS SHELTER FACILITY UPGRADES 7,000
    CEREBRAL PALSY COUNCIL OF GREATER NB DBA SCHWARTZ CENT
    ONE POSA PLACE
    DARTMOUTH,MA02747
    NOT RELATED 501(C)(3) FUNDS USED TO PURCHASE INTERACTIVE WHITEBOARD TECHNOLOGY 8,500
    CHARLES SHEA HIGH SCHOOL
    485 EAST AVENUE
    PAWTUCKET,RI02860
    NOT RELATED GRANT FOR EDUCATIONA SCHOLARSHIPS; FUNDS USED TO TRAIN PEER MEDIATORS FOR HIGH SCHOOL PEER MEDIAT 8,000
    CHILD & FAMILY SERVICES INC
    1061 PLEASANT STREET
    NEW BEDFORD,MA02740
    NOT RELATED 501(C)(3) FUNDS SUPPORT BIG BROTHERS BIG SISTERS PROGRAMS 5,000
    CHILDREN'S FRIEND & SERVICE
    153 SUMMER STREET
    PROVIDENCE,RI02903
    NOT RELATED 501(C)(3) FUNDS USED FOR CHILDCARE TUITION/SCHOLARSHIP ASSISTANCE 8,000
    CITIZENS' SCHOLARSHIP FOUNDATION
    PO BOX 696
    REHOBOTH,MA02769
    NOT RELATED 501(C)(3) SCHOLARSHIPS 1,500
    CITY OF TAUNTON - FIRE DEPARTMENT
    50 SCHOOL STREET
    TAUNTON,MA02780
    NOT RELATED   FUNDS USED TO UPGRADE FIRE DEPARTMENT EQUIPMENT WITH THE PURCHASE OF JAWS OF 30,000
    COMMUNITY CARE SERVICES
    70 MAIN STREET
    TAUNTON,MA02780
    RELATED 501(C)(3) FUNDS BENEFIT PROGRAMS AND SERVICES TO HELP CHILDREN, FAMILIES, AND SENIORS 35,000
    COMMUNITY DEVELOPMENT FOR ATTLEBORO INC
    77 PARK STREET
    ATTLEBORO,MA02703
    NOT RELATED 501(C)(3) FUNDS USED FOR COMMUNITY DEVELOPMENT ACTIVITIES AND COLLABORATIVE PROGRAMS 16,000
    COMMUNITY FOUNDATION OF SE MA
    63 UNION STREET
    NEW BEDFORD,MA02740
    NOT RELATED 501(C)(3) FUNDS USED FOR COMMUNITY DEVELOPMENT ACTIVITIES AND COLLABORATIVE PROGRAMS 33,400
    COMMUNITY NURSE AND HOSPICE CARE
    PO BOX 751
    FAIRHAVEN,MA02719
    NOT RELATED 501(C)(3) FUNDS USED TOWARD CAPITAL CAMPAIGN TO SUPPORT OPENING OF A WELLNESS CENTER 2,500
    COMMUNITY VNA
    10 EMORY STREET
    ATTLEBORO,MA02703
    NOT RELATED 501(C)(3) FUNDS USED FOR IMPROVEMENTS TO ELECTRONIC MEDICAL RECORDS PROGRAM 5,000
    COOPERATIVE PRODUCTION INC
    455-1B SOMERSET AVENUE
    N DIGHTON,MA02764
    NOT RELATED 501(C)(3) FUNDS USED FOR FACILITY IMPROVEMENTS; FUNDS USED TO SUPPORT SERVICES PROVIDE 6,000
    COYLE AND CASSIDY HIGH SCHOOL
    2 HAMILTON STREET
    TAUNTON,MA02780
    NOT RELATED 501(C)(3) SCHOLARSHIPS 6,700
    DIOCESE OF FALL RIVER
    PO BOX 1470
    FALL RIVER,MA02722
    NOT RELATED 501(C)(3) CATHOLIC CHARITIES APPEAL 1,000
    FRANKLIN DOWNTOWN PARTNERSHIP
    PO BOX 413
    FRANKLINE,MA02038
    NOT RELATED 501(C)(3) ANNUAL MEMBERSHIP - FUNDS SUPPORT REVITALIZATION EFFORTS OF DOWNTOWN FRANKLI 100
    FRANKLIN EDUCATION FOUNDATION
    PO BOX 351
    FRANKLING,MA02038
    NOT RELATED 501(C)(3) FUNDS WILL HELP TO PROVIDE GRANTS FOR TEACHERS WITHIN THE FRANKLIN, MA PUBLI 500
    FRIENDS OF BOYDEN REFUGE INC
    1298 COHANNET STREET
    TAUNTON,MA02780
    NOT RELATED 501(C)(3) CORPORATE MEMBERSHIP - FUNDS SUPPORT PROGRAMS OFFERED FREE OF CHARGE TO PUBL 500
    FRIENDS OF CAPRON PARK ZOO
    201 COUNTY STREET
    ATTLEBORO,MA02703
    NOT RELATED 501(C)(3) FUNDS USED TO SUPPORT EDUCATIONAL PROGRAMS 940
    FRIENDS OF THE TAUNTON PUBLIC LIBRARY
    12 PLEASANT STREET
    TAUNTON,MA02780
    NOT RELATED 501(C)(3) FUNDS USED TO SUPPORT EDUCATIONAL PROGRAMS 500
    GEORGE WILEY CENTER
    32 EAST AVENUE
    PAWTUCKET,RI02860
    NOT RELATED 501(C)(3) FUNDS USED TO SUPPORT PROGRAMS RELATED TO LOCAL ISSUES AND ECONOMIC CONCERNS 100
    GIFTSTOGIVE
    21 COVE STREET
    NEW BEDFORD,MA02744
    NOT RELATED 501(C)(3) FUNDS USED FOR FACILITY IMPROVEMENTS 10,000
    GIRL SCOUTS OF EASTERN MASSACHUSETTS
    95 BERKELEY STREET
    BOSTON,MA02116
    NOT RELATED 501(C)(3) FUNDS PROVIDE COMMUNITY BASED PROGRAMMING TO AT-RISK GIRLS 2,500
    GIRLS INC
    131 ARLINGTON STREET
    TAUNTON,MA02780
    NOT RELATED 501(C)(3) FUNDS USED FOR FACILITY IMPROVEMENTS 7,500
    GREENLOCK THERAPEUTIC RIDING CENTER INC
    55 SUMMER STREET
    REHOBOTH,MA02769
    NOT RELATED 501(C)(3) FUNDS USED FOR FACILITY IMPROVEMENTS 5,500
    HEART OF TAUNTON
    43 TAUNTON GREEN 4
    TAUNTON,MA02780
    NOT RELATED 501(C)(3) FUNDS USED TO SUPPORT REVITALIZATION OF DOWNTOWN AND SURROUNDING COMMUNITIES 8,270
    HIGHLANDER DUNN INSTITUTE
    2 REGENCY PLAZA SUITE 1
    PROVIDENCE,RI02903
    NOT RELATED 501(C)(3) FUNDS USED TO SUPPORT RI LITERACY PARTNERSHIP 10,000
    HOCKOMOCK YMCA
    300 ELMWOOD AVENUE
    N ATTLEBORO,MA02760
    NOT RELATED 501(C)(3) FUNDS USED TO PROMOTE AND SUPPORT PROGRAMS AND SERVICES OFFERED 12,500
    HOME & HOSPICE CARE OF RHODE ISLAND
    1085 MAIN STREET
    PROVIDENCE,RI02904
    NOT RELATED 501(C)(3) FUNDS USED FOR CAPITAL SUPPORT OF NEW CENTER 5,000
    HOPEWELL SCHOOL PTT
    16 MONROE STREET
    TAUNTON,MA02780
    NOT RELATED 501(C)(3) FUNDS PROVIDE SCHOLARSHIP FOR STUDENTS TO ATTEND EDUCATIONAL PROGRAMS OTHERW 1,000
    HOSPICE OF NURSING PLACEMENT INC
    334 EAST AVENUE
    PAWTUCKET,RI02860
    NOT RELATED 501(C)(3) FUNDS USED TO ASSIST PATIENTS AND FAMILIES WITH SPECIAL REQUESTS NOT COVERED 4,500
    HOUSING NETWORK OF RHODE ISLAND
    1070 MAIN STREET
    PAWTUCKET,RI02860
    NOT RELATED 501(C)(3) FUNDS PROVIDE HOMEBUYER EDUCATION AND COUNSELING 5,000
    JACQUELINE M WALSH SCHOOL
    172 EXCHANGE STREET
    PROVIDENCE,RI02860
    NOT RELATED GRANT FOR EDUCATIONA SCHOLARSHIPS 1,000
    JOSEPH H MARTIN MIDDLE SCHOOL
    131 CASWELL STREET
    EAST TAUNTON,MA02718
    NOT RELATED GRANT FOR EDUCATIONA FUNDS USED TO UPGRADE INTERACTIVE WHITEBOARDS AND STUDENT RESPONSE SYSTEMS 4,000
    JUNIOR ACHIEVEMENT OF SOUTHERN MA
    PO BOX 248
    WESTPORT,MA02790
    NOT RELATED 501(C)(3) FUNDS PROVIDE HANDS-ON LEARNING EXPERIENCE, FINANCIAL LITERACY, WORK READINE 3,300
    KENNEDY DONOVAN CENTER INC
    ONE COMMERCIAL STREET
    FOXBORO,MA02035
    NOT RELATED 501(C)(3) FUNDS USED FOR START-UP OF NEW SPEECH THERAPY PROGRAM; FACILITY IMPROVEMENT 8,500
    LITTLE SISTERS OF THE POOR
    964 MAIN STREET
    PAWTUCKET,RI02860
    NOT RELATED 501(C)(3) FUNDS HELPS TO PROVIDE CARE OF ELDERLY RESIDENTS 1,000
    MASSASOIT COMMUNITY COLLEGE FOUNDATION
    ONE MASSASOIT BLVD
    BROCKTON,MA02302
    NOT RELATED 501(C)(3) FUNDS SUPPORT PROGRAM FOCUSED ON STUDENTS ACADEMIC PREPARATION FOR COLLEGE; 14,400
    MEMORIAL HOSPITAL OF RHODE ISLAND
    111 BREWSTER STREET
    PAWTUCKET,RI02860
    RELATED 501(C)(3) FUNDS USED TO SUPPORT IMPROVEMENTS TO EMERGENCY DEPARTMENT 10,000
    MENTAL HEALTH ASSOCIATION OF RI
    500 PROSPECT STREET 305
    PAWTUCKET,RI02860
    NOT RELATED 501(C)(3) FUNDS HELP WITH THE OPERATION OF EMERGENCY WINTER SHELTER 8,000
    MONEY MANAGEMENT INTERNATIONAL OF MASS
    8 WINTER STREET 7TH FLOOR
    BOSTON,MA02108
    NOT RELATED 501(C)(3) FUNDS USED TO SUPPORT FINANCIAL COUNSELING 2,000
    MORTON HOSPITAL & MEDICAL CENTER
    88 WASHINGTON STREET
    TAUNTON,MA02780
    NOT RELATED 501(C)(3) FUNDS USED TO PURCHASE UPDATED COMMUNICATION EQUIPMENT FOR HEARING AND VISIO 11,000
    MY TURN INC
    156 MAIN STREET
    BROCKTON,MA02301
    NOT RELATED 501(C)(3) FUNDS USED TO SUPPORT OUT-OF-SCHOOL YOUTH PROGRAM, A DROP-OUT PREVENTION AND 2,500
    NATIVITY PREPARATORY SCHOOL NEW BEDFORD
    66 SPRING STREET
    NEW BEDFORD,MA02740
    RELATED 501(C)(3) FUNDS SPONSOR ONE UNPAID TEACHER FOR ONE ACADEMIC YEAR AND ALSO PROVIDES HOU 10,794
    NEW BEDFORD OCEANARIUM
    174 UNION STREET
    NEW BEDFORD,MA02741
    NOT RELATED 501(C)(3) FUNDS USED FOR FACILITY UPGRADES 10,000
    NEW BEDFORD STAR KIDS SCHOLARSHIP PROGRAM
    PO BOX 79198
    DARTMOUTH,MA02747
    NOT RELATED 501(C)(3) SCHOLARSHIPS TO ATTEND SUMMER ENRICHMENT PROGRAMS 3,000
    NEW HOPE INC
    140 PARK STREET
    ATTLEBORO,MA02703
    NOT RELATED 501(C)(3) FUNDS USED TO SUPPORT PROGRAMS OFFERED TO FAMILIES FLEEING DOMESTIC VIOLENCE 850
    NEWMAN YMCA
    472 TAUNTON AVENUE
    SEEKONK,MA02771
    NOT RELATED 501(C)(3) FUNDS TO SUPPORT PROGRAM OFFERING POST-REHABILITATION TO INDIVIDUALS REGARDL 5,268
    NORTH ATTLEBORO HIGH SCHOOL
    1 WILSON WHITTEY WAY
    N ATTLEBORO,MA02760
    NOT RELATED GRANT FOR EDUCATIONA SCHOLARSHIPS 1,500
    NORTH ATTLEBORO SCHOLARSHIP FOUNDATION
    PO BOX 926
    N ATTLEBORO,MA02761
    NOT RELATED 501(C)(3) SCHOLARSHIPS 500
    OLD COLONY HISTORICAL SOCIETY
    66 CHURCH GREEN
    TAUNTON,MA02780
    RELATED 501(C)(3) FUNDS SUPPORT GEBELEIN MEMORIAL SCHOLARSHIP 1,100
    OLD DARTMOUTH HISTORICAL SOCIETY
    18 JOHNNY CAKE HILL
    NEW BEDFORD,MA02740
    NOT RELATED 501(C)(3) FUNDS USED TO UNDERWRITE SPECIAL PROGRAMMING TO INCLUDE NO-COST PARTICIPATIO 13,500
    OPEN SHELVES FOOD PANTRY
    96 MYRICKS STREET
    BERKLEY,MA02779
    NOT RELATED 501(C)(3) FUNDS USED TO RESTOCK FOOD PANTRY SHELVES 3,500
    OUR DAILY BREAD
    PO BOX 149
    TAUNTON,MA02780
    NOT RELATED 501(C)(3) FUNDS USED TO PURCHASE DINING ROOM SUPPLIES 2,500
    OUR SISTERS' SCHOOL
    145 BROMWELL AVENUE
    NEW BEDFORD,MA02740
    NOT RELATED 501(C)(3) FUNDS PROVIDED FIELD TRIP TRANSPORTATION 210
    PALMER RIVER ELEMENTARY SCHOOL
    326 WINTHROP STREET
    REHOBOTH,MA02769
    NOT RELATED 501(C)(3) FUNDS USED TO PROVIDE HISTORIC HANDS-ON EDUCATIONAL OPPORTUNITY FOR THIRD GR 500
    PAWTUCKET ARTS COLLABORATIVE
    260 MAIN STREET
    PAWTUCKET,RI02860
    NOT RELATED 501(C)(3) FUNDS USED TO SUPPORT GALLERY SERIES, CREATE WEBSITE, AND COMPREHENSIVE ART 2,500
    PAWTUCKET BUSINESS DEVELOPMENT
    175 MAIN STREET
    PAWTUCKET,RI02860
    NOT RELATED 501(C)(3) FUNDS SUPPORT COMMUNITY FIREWORK FESTIVAL; FUNDS USED TO PROVIDE RIDES FOR F 10,250
    PAWTUCKET RED SOX CHARITABLE FOUNDATION
    PO BOX 2365
    PAWTUCKET,RI02861
    NOT RELATED 501(C)(3) MEMORIAL DONATION 2,000
    PAWTUCKET SCHOOL DEPARTMENT
    286 MAIN ST PO BOX 388
    PAWTUCKET,RI02860
    NOT RELATED GRANT FOR EDUCATIONA FUNDS USED TO RESTORE INSTRUMENTAL MUSIC PROGRAMS AT ALL PUBLIC SCHOOLS IN T 22,000
    PAWTUCKET SOUP KITCHEN
    195 WALCOTT STREET
    PAWTUCKET,RI02860
    NOT RELATED 501(C)(3) FUNDS SUPPORT DAILY BREAKFAST PROGRAM 2,000
    PRIDE INC
    3 MAPLE STREET
    TAUNTON,MA02780
    NOT RELATED 501(C)(3) FUNDS USED TO SUPPORT EMPLOYMENT PROGRAMS FOR INDIVIDUALS WITH DISABILITIES 6,600
    PRINCE HENRY SOCIETY OF MASS INC
    958 REED ROAD
    NORTH DARTMOUTH,MA02747
    NOT RELATED 501(C)(3) SCHOLARSHIPS 1,000
    PRO-HOME INC
    40 SUMMER STREET
    TAUNTON,MA02780
    NOT RELATED 501(C)(3) FUNDS USED FOR FACILITY IMPROVEMENTS 5,000
    PROJECT BREAD - THE WALK FOR HUNGER
    11 BEACON STREET
    BOSTON,MA02108
    NOT RELATED 501(C)(3) FUNDS USED TO PROVIDE FREE MEALS TO LOW-INCOME CHILDREN WHEN SCHOOL IS NOT I 4,000
    RI TUTORIAL & EDUCATIONAL SERVICES
    334 EAST AVENUE
    PAWTUCKET,RI02860
    NOT RELATED 501(C)(3) FUNDS USED TO UPGRADE TECHNOLOGY TO AID IN THE INSTRUCTION OF INDIVIDUALS WI 1,725
    RAYNHAM FOOD BASKET
    PO BOX 421
    RAYNHAM CENTER,MA02768
    NOT RELATED 501(C)(3) FUNDS USED FOR FACILITY IMPROVEMENTS 1,500
    REHOBOTH ANTIQUARIAN SOCIETY
    PO BOX 2
    REHOBOTH,MA02769
    RELATED 501(C)(3) FUNDS USED TO CONSTRUCT NEW DISPLAY CASES 2,648
    RHODE ISLAND INSTITUTE FOR NURSING
    700 BUTLER DRIVE
    PROVIDENCE,RI02906
    NOT RELATED 501(C)(3) FUNDS USED TO SUPPORT PROGRAMS AND SERVICES 6,200
    SANDRA FEINSTEIN GAMM THEATRE
    172 EXCHANGE STREET
    PAWTUCKET,RI02860
    NOT RELATED 501(C)(3) FUNDS USED TO SUPPORT PERFORMANCE BASED LITERACY LEARNING 7,000
    SOCIETY OF ST VINCENT DEPAUL - TAUNTON DISTRICT
    WASHINGTON STREET
    TAUNTON,MA02780
    NOT RELATED 501(C)(3) FUNDS USED TO PROVIDE EMERGENCY FUEL ASSISTANCE 5,000
    SOCIETY OF ST VINCENT DEPAUL - ATTLEBORO DISTRICT
    96 PINE STREET
    ATTLEBORO,MA02703
    NOT RELATED 501(C)(3) FUNDS USED TO PROVIDE EMERGENCY FOOD ASSISTANCE 5,000
    SOUTH COAST CHILDREN'S THEATRE INC
    PO BOX 51201
    NEW BEDFORD,MA02745
    NOT RELATED 501(C)(3) FUNDS USED TO UPGRADE PRODUCTION EQUIPMENT 2,500
    SOUTH COASTAL COUNTIES LEGAL SERVICES
    PO BOX 2507
    FALL RIVER,MA02727
    NOT RELATED 501(C)(3) FUNDS USED TO SUPPORT LEGAL OUTREACH PROGRAM FOR ELDERS 5,000
    SOUTHCOAST HOSPITALS GROUP INC
    101 PAGE STREET
    NEW BEDFORD,MA02740
    NOT RELATED 501(C)(3) FUNDS USED TO SUPPORT FACILITY IMPROVEMENTS, PROGRAMS, AND SERVICES AT CANC 20,000
    SPECIAL OLYMPICS MASSACHUSETTS
    125 JOHN HANCOCK ROAD
    TAUNTON,MA02780
    NOT RELATED 501(C)(3) FUNDS PROVIDE SPORTS TRAINING AND COMPETITION OPPORTUNITIES FOR INTELLECTUAL 2,500
    ST JOHN THE EVANGELIST SCHOOL
    13 HODGES STREET
    ATTLEBORO,MA02703
    NOT RELATED 501(C)(3) FUNDS USED TO ASSIST IN REFURBISHING LIBRARY WITH UPGRADED TECHNOLOGICAL EQU 7,230
    ST JOSEPH HEALTH SERVICES
    200 HIGH SERVICE AVENUE
    NORTH PROVIDENCE,RI02904
    NOT RELATED 501(C)(3) FUNDS USED TO PURCHASE CLINICAL DIAGNOSTIC EQUIPMENT FOR PEDIATRIC PRIMARY C 2,000
    ST MARY'S EDUCATION FUND
    PO BOX 2577
    FALL RIVER,MA02722
    NOT RELATED 501(C)(3) FUNDS USED FOR NEED BASED TUITION ASSISTANCE 8,500
    ST MARY'S PRIMARY SCHOOL
    106 WASHINGTON STREET
    TAUNTON,MA02780
    NOT RELATED 501(C)(3) FUNDS USED FOR NEED BASED TUITION ASSISTANCE 650
    ST MATTHEW TRINITY LUTHERAN CHURCH
    690 NEWPORT AVENUE
    PAWTUCKET,RI02861
    NOT RELATED 501(C)(3) FUNDS USED TO RESTOCK FOOD PANTRY SHELVES 3,500
    ST RAPHAEL ACADEMY
    123 WOLCOTT STREET
    PAWTUCKET,RI02860
    NOT RELATED 501(C)(3) SCHOLARSHIPS 2,000
    ST VINCENT DEPAUL CONFERENCE OF ST LEO THE GREAT CHURCH
    697 CENTRAL AVENUE
    PAWTUCKET,RI02861
    NOT RELATED 501(C)(3) FUNDS PROVIDE FOOD AND ASSISTANCE WITH UTILITY BILLS AND RENTAL PAYMENTS 2,000
    ST VINCENT DEPAUL SOCIETY - ATTLEBORO
    1131 OAK HILL AVENUE
    ATTLEBORO,MA02703
    NOT RELATED 501(C)(3) FUNDS USED TO ESTABLISH ONE CENTRAL LOCATION FOR A VARIETY OF HEALTH AND HUM 10,325
    ST VINCENT'S HOME CORPORATION
    2425 HIGHLAND AVENUE
    FALL RIVER,MA02720
    NOT RELATED 501(C)(3) FUNDS USED TO BENEFIT YOUTH LIFE SKILLS PROGRAM 1,000
    STAR PLAYERS
    46 SCADDING STREET
    TAUNTON,MA02780
    NOT RELATED 501(C)(3) ANNUAL MUSICAL SPONSORSHIP 1,000
    STURDY MEMORIAL HOSPITAL
    211 PARK STREET
    ATTLEBORO,MA02703
    NOT RELATED 501(C)(3) FUNDS USED TO HELP DEFRAY THE COST OF DIGITAL MAMMOGRAPHY UNITS 30,832
    TAUNTON AREA SCHOOL TO CAREER INC
    ONE TAUNTON GREEN
    TAUNTON,MA02780
    NOT RELATED 501(C)(3) FUNDS USED TO SUPPORT STUDENT INTERNSHIPS, MENTOR AND JOB SHADOWING PROGRAMS 13,875
    TAUNTON HIGH SCHOOL
    50 WILLIAMS STREET
    TAUNTON,MA02780
    NOT RELATED 501(C)(3) SCHOLARSHIPS 3,000
    TAUNTON LITERACY COUNCIL
    PO BOX 2716
    TAUNTON,MA02780
    NOT RELATED 501(C)(3) FUNDS SUPPORT TUTORING PROGRAM FOR ADULT LEARNERS 1,000
    TAUNTON PUBLIC SCHOOLS
    50 WILLIAMS STREET
    TAUNTON,MA02780
    NOT RELATED GRANT FOR EDUCATIONA FUNDS USED TO PURCHASE BOOKS TO BENEFIT LITERACY PROGRAMS 1,450
    TAUNTON RIVER WATERSHED ALLIANCE INC
    1298 COHANNET STREET
    TAUNTON,MA02780
    NOT RELATED 501(C)(3) FUNDS USED FOR CONSERVATION EFFORTS OF AREA WATERWAYS AND FOR PUBLIC EDUCATI 1,000
    THE ANCHOR OF HOPE FUND
    ONE CATHEDRAL SQUARE
    PAWTUCKET,RI02903
    NOT RELATED 501(C)(3) FUNDS PROVIDE NEED BASED TUITION ASSISTANCE 3,000
    THE ARC OF NORTHERN BRISTOL COUNTY
    141 PARK STREET
    ATTLEBORO,MA02703
    NOT RELATED 501(C)(3) FUNDS USED TO SUPPORT PROGRAMS OFFERED TO INDIVIDUALS WITH DISABILITIES ALLO 5,000
    THE JULIA CEKALA CHARITABLE FOUNDATION
    PO BOX 1070
    N ATTLEBORO,MA02761
    NOT RELATED 501(C)(3) FUNDS USED TO BENEFIT MISSION OF THE JULIA CEKALA CHARITABLE FOUNDATION 1,750
    THE LITERACY CENTER
    80 NORTH MAIN STREET
    ATTLEBORO,MA02703
    NOT RELATED 501(C)(3) FUNDS USED TO PURCHASE ROSETTA STONE SOFTWARE 2,600
    THE NEIGHBORHOOD CORPORATION
    120 INGELL STREET
    TAUNTON,MA02780
    NOT RELATED 501(C)(3) FUNDS SUPPORT ECONOMIC AND REVITALIZATION EFFORT OF THE GREATER TAUNTON AREA 800
    THE PAWTUCKET FOUNDATION
    67 PARK PLACE PO BOX 515
    PAWTUCKET,RI02862
    RELATED 501(C)(3) FUNDS SUPPORT ECONOMIC AND REVITALIZATION EFFORT OF THE GREATER PAWTUCKET AR 27,000
    THE RI MINORITY ELDER TASK FORCE INC
    5 LEAHY STREET
    RUMFORD,RI02916
    NOT RELATED 501(C)(3) FUNDS PROVIDE EMERGENCY FINANCIAL ASSISTANCE TO ELDERLY FOR THE PURCHASE OF 2,500
    USS MASS MEMORIAL COMMITTEE INC
    5 WATER STREET PO BOX 111
    FALL RIVER,MA02722
    NOT RELATED 501(C)(3) FUNDS SUPPORT AN EDUCATIONAL INTERACTIVE EXPERIENCE SIMULATING THE HISTORIC 15,000
    UMASS DARTMOUTH FOUNDATION INC
    285 OLD WESTPORT ROAD
    N DARTMOUTH,MA02747
    RELATED 501(C)(3) FUNDS USED TO SUPPORT THE LEADS PROGRAM WHICH PAIRS UNIVERSITY STUDENTS WITH 36,750
    UNITED INTERFAITH ACTION
    635 PURCHASE STREET
    NEW BEDFORD,MA02740
    NOT RELATED 501(C)(3) FUNDS SUPPORT INCREASED INVOLVEMENT OF PARENTS AND STUDENTS WORKING TOWARDS 5,000
    UNITED WAY OF GREATER ATTLEBOROTAUNTON
    247 MAPLE STREET
    ATTLEBORO,MA02703
    RELATED 501(C)(3) SUPPORT FOR A VARIETY OF SERVICES PROVIDED TO 82,558
    WILLIAM E TOLMAN HIGH SCHOOL
    150 EXCHANGE STREET
    PAWTUCKET,RI02860
    NOT RELATED GRANT FOR EDUCATIONA SCHOLARSHIPS 1,000
    YMCA OF PAWTUCKET
    600 ROOSEVELT AVENUE
    PAWTUCKET,RI02860
    RELATED 501(C)(3) FUNDS SUPPORT PROGRAM FOR YOUTH AND TEENS THROUGH NEIGHBORHOOD, SUMMER CAMP 1,200
    YWCA SOUTHEASTERN MASSACHUSETTS
    20 SOUTH SIXTH STREET
    NEW BEDFORD,MA02740
    NOT RELATED 501(C)(3) FUNDS SUPPORT PROGRAMS PROVIDING MIDDLE SCHOOL AND HIGH SCHOOL AGED GIRLS WI 3,500
    ZEITERION THEATRE INC
    684 PURCHASE STREET
    NEW BEDFORD,MA02740
    NOT RELATED 501(C)(3) FUNDS SUPPORT ARTS BASED LITERACY PROGRAMS AND WORKSHOPS 7,500
    Total .................................bullet 3a 995,727
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-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 page 28 of
    the 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....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 233,676  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 95,287  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOTHER INCOME     01 105  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 329,068 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    13329,068
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-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 XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    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
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    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) of the Code (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
    SignHere
    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 or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION INC
     
    Employer identification number

    04-3332966
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule—
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
    Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part I
    Name of organization
    BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION INC
     
    Employer identification number

    04-3332966
    Part I
    Contributors (see Instructions)
         
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
    1
    BCSB SECURITIES CORP INC
     

         
    35 BROADWAY
       
    TAUNTON, MA   02780

    $615,896




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is
    a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part II
    Name of organization
    BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION INC
     
    Employer identification number

    04-3332966
    Part II
    Noncash Property (see Instructions)
         
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    STOCK   $615,896 2011-10-01
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION INC
     
    Employer identification number

    04-3332966
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION INC
    EIN: 04-3332966
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK 7,123,210 7,123,210

    TY 2010 OtherExpensesSchedule
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION INC
    EIN: 04-3332966
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE 6,305 0 0 0
    INVESTMENT FEES 47,037 47,037 0 0


    TY 2010 OtherIncomeSchedule2
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION INC
    EIN: 04-3332966
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 105   105


    TY 2010 OtherIncreasesSchedule
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION INC
    EIN: 04-3332966
    Description Amount
    UNREALIZED FAS 115 GAIN 164,385


    TY 2010 TaxesSchedule
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION INC
    EIN: 04-3332966
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MA FORM PC 70 0 0 70