Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
ROCKLAND TRUST CHARITABLE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)288 UNION STREET   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROCKLAND, MA02370
A Employer identification number

20-2668833
B Telephone number (see instructions)

(781) 982-6100
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,779,075J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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 bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 114,496 114,496  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 67,867
b Gross sales price for all assets on line 6a 334,207
7 Capital gain net income (from Part IV, line 2)... 334,207
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).......      
12 Total. Add lines 1 through 11........ 182,363 448,703  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,575 900   2,675
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 2,544 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 7,420 0   7,420
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,539 900   10,095
25 Contributions, gifts, grants paid........ 298,226 298,226
26 Total expenses and disbursements. Add lines 24 and 25 311,765 900   308,321
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -129,402
b Net investment income (if negative, enter -0-) 447,803
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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............... 38,056 86,291 86,291
2 Savings and temporary cash investments.......... 45,222 133,925 133,925
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 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)........ 5,120,097 Click to see attachment6,558,859 6,558,859
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) 5,203,375 6,779,075 6,779,075
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................... 575 575
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).......... 575 575
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 5,202,800 6,778,500
30 Total net assets or fund balances (see page 17 of the
instructions).................... 5,202,800 6,778,500
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 5,203,375 6,779,075
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 5,202,800
2 Enter amount from Part I, line 27a..................... 2 -129,402
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,705,102
4 Add lines 1, 2, and 3.......................... 4 6,778,500
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 6,778,500
Form 990-PF (2013)
Form 990-PF (2013)
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 1000 SH INDEPENDENT BANK CORP D 2005-04-26 2013-05-23
b 8200 SH INDEPENDENT BANK CORP D 2005-04-26 2013-08-14
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 32,251     32,251
b 301,956     301,956
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       32,251
b       301,956
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 334,207
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
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))
2012 267,776 5,134,038 0.052157
2011 170,913 4,871,050 0.035088
2010 168,937 4,461,880 0.037862
2009 158,031 3,897,906 0.040543
2008 201,230 4,487,639 0.044841
2 Total of line 1, column (d) ...................... 2 0.210491
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 0.042098
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 5,990,225
5 Multiply line 4 by line 3....................... 5 252,176
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,478
7 Add lines 5 and 6......................... 7 256,654
8 Enter qualifying distributions from Part XII, line 4.............. 8 308,321
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.
Form 990-PF (2013)
Form 990-PF (2013)
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 4,478
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 4,478
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 4,478
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 3,200
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 3,200
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 1,278
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
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 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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    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 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 addressbulletWWW.ROCKLANDTRUST.COM
    14
    The books are in care ofbulletJEANNE TRAVERS Telephone no.bullet (781) 982-6637
    Located atbullet58 MAIN STREETFRANKLINMA ZIP+4bullet02038
    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 2013, 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 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 (2013)
    Form 990-PF (2013)
    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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 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 2013 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 2013.)....................
    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 2013?
    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 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 instructions)? ......
    5b
     
    No
    .........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 (2013)
    Form 990-PF (2013)
    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 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
    THOMAS R VENABLES PRESIDENT/DIRECTOR
    1.00     		0 0 0
    288 UNION STREET
    ROCKLAND,MA02370
    JANE LUNDQUIST TREAS (EFF. 3/26/13)/DIR
    1.00     		0 0 0
    288 UNION STREET
    ROCKLAND,MA02370
    CLAIRE BEAN TREAS/DIR (THRU 3/26/13)
    1.00     		0 0 0
    288 UNION STREET
    ROCKLAND,MA02370
    RALPH VALENTE DIRECTOR (THRU 11/12/13)
    1.00     		0 0 0
    288 UNION STREET
    ROCKLAND,MA02370
    JEFFREY SMITH DIRECTOR (EFF. 11/12/13)
    1.00     		0 0 0
    288 UNION STREET
    ROCKLAND,MA02370
    ARTHUR VIANA DIRECTOR
    1.00     		0 0 0
    288 UNION STREET
    ROCKLAND,MA02370
    JEANNE L TRAVERS CLERK (NONVOTING)
    5.00     		0 0 0
    288 UNION STREET
    ROCKLAND,MA02370
    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...................bullet 0
    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.............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 (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-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 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 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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    299,511
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    4,478
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,478
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    295,033
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    295,033
    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 XIII,
    line 1................................
    7
    295,033
    Part XII
    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
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
     
    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 instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 295,033
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012....... 17,362
    fTotal of lines 3a through e......... 17,362
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 308,321
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 295,033
    e Remaining amount distributed out of corpus 13,288
    5 Excess distributions carryover applied to 2013. 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 30,650
    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 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		30,650
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012.... 17,362
    e Excess from 2013.... 13,288
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see 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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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 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 or e-mail address of the person to whom applications should be addressed:
    JEANNE TRAVERS
    288 UNION STREET
    ROCKLAND,MA02370
    (781) 982-6637
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS AVAILABLE AT 288 UNION STREET, ROCKLAND, MA 02370.
    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:
    DONATIONS WILL BE MADE TO 501(C)(3) ORGANIZATIONS THAT SUPPORT CAUSES AND COMMUNITY DEVELOPMENT ACTIVITIES IN THE COMMUNITIES SERVED BY THE FORMER BENJAMIN FRANKLIN BANK (CURRENTLY ROCKLAND TRUST), SPECIFICALLY, IN THE COMMUNITIES OF: BELLINGHAM, BLACKSTONE, FOXBORO, FRANKLIN, HOPEDALE, MEDFIELD, MEDWAY, MENDON, MILFORD, MILLIS, NEWTON, NORFOLK, WALTHAM AND WRENTHAM, MASSACHUSETTS. ALSO TO PROVIDE ASSISTANCE TO COMMUNITY AND GOVERNMENTAL ORGANIZATIONS WITHIN THE NAMED COMMUNITIES. IN ADDITION, SCHOLARSHIPS MAY BE AWARDED TO SCHOOLS WITHIN THE ABOVE-NAMED COMMUNITIES.
    Form 990-PF (2013)
    Form 990-PF (2013)
    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
    ALMA LOPEZ SANCHEZ
    85 BEAVER PARK ROAD
    FRAMINGHAM,MA01702     		NONE NONE 2012 SCHOLARSHIP RECIPIENT 2,500
    NEHA JAIN
    135 EAST MAIN STREET
    WESTBOROUGH,MA01581     		NONE NONE 2012 SCHOLARSHIP RECIPIENT 2,500
    LAUREN JACOBS
    7 JILLSON CIRCLE
    MILFORD,MA01757     		NONE NONE 2012 SCHOLARSHIP RECIPIENT 2,500
    SAMANTHA LACKEYRAM-OWEN
    46 OAK STREET
    WALTHAM,MA02453     		NONE NONE 2012 SCHOLARSHIP RECIPIENT 2,500
    ANNIE MCDOUGALL
    96 SOUTH STREET
    FRANKLIN,MA02038     		NONE NONE 2012 SCHOLARSHIP RECIPIENT 2,500
    EVAN RICHARDS
    10 KINGSWOOD DRIVE
    ABINGTON,MA02351     		NONE NONE 2012 SCHOLARSHIP RECIPIENT 2,500
    NEWTON NORTH TIGER ATHLETIC BOOSTERS
    457 WALNUT STREET
    NEWTON,MA02460     		NONE 501C3 BASKETBALL GAME SPONSOR 595
    WOMEN'S ENTERPRISE INITIATIVE
    1000 COMMONWEALTH AVENUE
    NEWTON,MA02459     		NONE 501C3 BUSINESS FORUM SPONSOR 2,000
    RANDOM SMILE PROJECT
    PO BOX 13
    FRANKLIN,MA02038     		NONE 501C3 2013 GALA SPONSOR 500
    THE DOOLITTLE HOME
    16 BIRD STREET
    FOXBOROUGH,MA02035     		NONE 501C3 AV SPONSOR 1,000
    BELLINGHAM GIRLS LACROSSE BOOSTER CLUB
    16 BLISS ROAD
    BELLINGHAM,MA02019     		NONE 501C3 BELLINGHAM CHALLENGE 5K SPONSOR 300
    ANGELA HENAULT
    109 FLORIDA AVENUE
    BELLINGHAM,MA02019     		NONE NONE 2012 SCHOLARSHIP RECIPIENT 2,500
    EMILY MCGOWAN
    102 CENTRAL STREET NO 2
    FOXBOROUGH,MA02035     		NONE NONE 2012 SCHOLARSHIP RECIPIENT 2,500
    DAVID LANDY
    592 R MAIN STREET
    MEDFIELD,MA02052     		NONE NONE 2012 SCHOLARSHIP RECIPIENT 2,500
    KING'S WOOD MONTESSORI SCHOOL
    12 GILMORE STREET
    FOXBOROUGH,MA02035     		NONE 501C3 AUCTION SPONSOR 500
    MEMORIAL & WHEELOCK CSA
    59 ADAMS STREET
    MEDFIELD,MA02052     		NONE 501C3 WINTER CARNIVAL SPONSOR 250
    ALTERNATIVES UNLIMITED
    50 DOUGLAS ROAD
    WHITINSVILLE,MA01588     		NONE 501C3 VALLEY FRIENDSHIP TOUR SPONSOR 1,500
    CAN-DO
    1075 WASHINGTON STREET
    NEWTON,MA02465     		NONE 501C3 2013 GALA SPONSOR 1,000
    EVERYBODY WINS METRO BOSTON
    C/O 75 STATE STREET 9TH FLOOR
    BOSTON,MA02109     		NONE 501C3 2013 POWER LUNCH PROGRAM/WALTHAM 500
    WEST SUBURBAN YMCA
    276 CHURCH STREET
    NEWTON,MA02458     		NONE 501C3 2013 ANNUAL FUND DONATION 1,500
    WALTHAM BOYS & GIRLS CLUB
    20 EXCHANGE STREET
    WALTHAM,MA02451     		NONE 501C3 2013 GALA SPONSOR 1,000
    WALTHAM PARTNERSHIP FOR YOUTH
    510 MOODY STREET
    WALTHAM,MA02453     		NONE 501C3 LINKING BUSINESS/EDUCATION BREAKFAST 525
    FRANKLIN EDUCATION FOUNDATION
    PO BOX 531
    FRANKLIN,MA02038     		NONE 501C3 2013 TRIVIA BEE SPONSOR 300
    MEDFIELD COALITION FOR PUBLIC EDUCATION
    PO BOX 452
    MEDFIELD,MA02052     		NONE 501C3 2013 SPELLING BEE SPONSOR 2,500
    WALTHAM FIELDS COMMUNITY FARM
    240 BEAVER STREET
    WALTHAM,MA02452     		NONE 501C3 2013 SPROUT GALA SPONSOR 1,000
    FRIENDS OF THE NORFOLK PUBLIC LIBRARY
    139 MAIN STREET
    NORFOLK,MA02056     		NONE 501C3 2013 BOOK SALE SPONSOR 1,000
    FRANKLIN & BELLINGHAM RAIL TRAIL COMMITTEE
    360 OAK STREET
    FRANKLIN,MA02038     		NONE 501C3 2013 ROAD RACE SPONSOR 500
    FRANKLIN HIGH SCHOOL ALL NIGHT PARTY
    PO BOX 15
    FRANKLIN,MA02038     		NONE 501C3 2013 ALL NIGHT PARTY SPONSOR 100
    FOXBOROUGH HIGH SCHOOL ALL NIGHT PARTY
    PO BOX 156
    FOXBOROUGH,MA02035     		NONE 501C3 2013 ALL NIGHT PARTY SPONSOR 100
    BELLINGHAM HIGH SCHOOL OPERATION GRADUATION 13
    60 BLACKSTONE STREET
    BELLINGHAM,MA02019     		NONE 501C3 2013 ALL NIGHT PARTY SPONSOR 100
    HOPEDALE HIGH SCHOOL AFTER PROM PARTY
    25 ADIN STREET
    HOPEDALE,MA01747     		NONE 501C3 2013 AFTER PROM PARTY SPONSOR 50
    NEIGHBORS WHO CARE
    174 MOODY STREET
    WALTHAM,MA02453     		NONE 501C3 DONATION 1,000
    MANTER MARK - BELLINGHAM PUBLIC LIBRARY
    PO BOX 205
    FALMOUTH,MA02541     		NONE 501C3 BELLINGHAM LIBRARY CARDHOLDERS 219
    NEWTON COMMUNITY PRIDE
    225 NEVADA STREET
    NEWTON,MA02460     		NONE 501C3 NEWTON OPEN STUDIOS 1,500
    NEWBURY COLLEGE
    129 FISHER AVENUE
    BROOKLINE,MA02445     		NONE 501C3 SCHOLARSHIP GALA SPONSOR 5,000
    KENNEDY-DONOVAN CENTER
    1 COMMERCIAL STREET
    FOXBOROUGH,MA02035     		NONE 501C3 PROGRAM SPONSORSHIP 1,250
    MEDFIELD YOUTH BASEBALL AND SOFTBALL
    4 MONKS WAY
    MEDFIELD,MA02052     		NONE 501C3 SEASON SPONSORSHIP 300
    HORACE MANN EDUCATIONAL ASSOCIATES
    8 FORGE PARK EAST
    FRANKLIN,MA02038     		NONE 501C3 12TH ANNUAL INDEPENDENCE 5K 5,000
    NEWTON SCHOOLS FOUNDATION
    100 WALNUT STREET
    NEWTON,MA02460     		NONE 501C3 ALUMNI AWARDS CELEBRATION SPONSOR 1,000
    WALTHAM ARTS COUNCIL
    119 SCHOOL STREET
    WALTHAM,MA02451     		NONE 501C3 SUMMER CONCERT SERIES SPONSOR 1,000
    JOHN M BARRY BOYS & GIRLS CLUB OF NEWTON
    675 WATERTOWN STREET
    NEWTON,MA02460     		NONE 501C3 GOLF SPONSOR 1,200
    WOMEN OF MEANS
    148 LINDEN STREET SUITE 208
    WELLESLEY,MA02482     		NONE 501C3 CLIMB FUNDRAISER 500
    TOWN OF BELLINGHAM
    10 MECHANIC STREET
    BELLINGHAM,MA02019     		NONE 501C3 4TH OF JULY FIREWORKS SPONSOR 1,000
    MILFORD LEGION BASEBALL CLUB
    PO BOX 585
    MILFORD,MA01757     		NONE 501C3 2013 SEASON SPONSOR 250
    FRANKLIN JULY 4 COALITION
    PO BOX 152
    FRANKLIN,MA02038     		NONE 501C3 4TH OF JULY FIREWORKS SPONSOR 500
    FRIENDS OF HISTORIC HOPEDALE
    PO BOX 302
    HOPEDALE,MA01747     		NONE 501C3 OKTOBERFEST SPONSOR 100
    HOSPICE OF THE GOOD SHEPHERD
    2042 BEACON STREET
    NEWTON,MA02468     		NONE 501C3 BIG FEAT MEMORIAL WALK SPONSOR 1,000
    BELLINGHAM LIONS CLUB
    PO BOX 382
    BELLINGHAM,MA02019     		NONE 501C3 GOLF SPONSOR 100
    BELLINGHAM FALCONS POP WARNER LEAGUE
    PO BOX 126
    BELLINGHAM,MA02019     		NONE 501C3 SEASON SPONSORSHIP 1,000
    YMCA OF GREATER BOSTON
    725 LEXINGTON STREET
    WALTHAM,MA02452     		NONE 501C3 REACH OUT FOR YOUTH CAMPAIGN 1,500
    SOUTH NORFOLK COUNTY ARC FAMILY AUTISM CENTER
    789 CLAPBOARDTREE STREET
    WESTWOOD,MA02090     		NONE 501C3 RODMAN RIDE FOR KIDS DONATION 10,000
    REACH BEYOND DOMESTIC VIOLENCE
    PO BOX 540024
    WALTHAM,MA02454     		NONE 501C3 REACH BEYOND THE STARS GALA 10,000
    MILFORD SPECIAL OLYMPICS PROGRAM
    31 WEST FOUNTAIN STREET
    MILFORD,MA01757     		NONE 501C3 MILFORD 5K SPONSOR 250
    LINCOLN-ELIOT ELEMENTARY PTO
    191 PEARL STREET
    NEWTON,MA02458     		NONE 501C3 RIVERWALK SPONSOR 1,000
    FRANKLIN GRIDIRON CLUB
    PO BOX 262
    FRANKLIN,MA02038     		NONE 501C3 GOLF SPONSOR 250
    MANTER MARK - WALTHAM AND FOXBORO LIBRARIES
    PO BOX 205
    FALMOUTH,MA02541     		NONE 501C3 WALTHAM/FOXBORO BOOKMARKS 746
    FRANKLIN DOWNTOWN PARTNERSHIP
    PO BOX 413
    FRANKLIN,MA02038     		NONE 501C3 HARVEST FESTIVAL 3,000
    MILFORD REGIONAL HEALTHCARE FOUNDATION
    14 PROSPECT STREET
    MILFORD,MA01757     		NONE 501C3 GOLF SPONSOR 2,500
    MANTER MARK - BELLINGHAM AND MILFORD LIBRARIES
    PO BOX 205
    FALMOUTH,MA02541     		NONE 501C3 BELLINGHAM/MILFORD BOOKMARKS 707
    GREATER WALTHAM ARC
    56 CHESTNUT STREET
    WALTHAM,MA02453     		NONE 501C3 HARVEST BREAKFAST 2,000
    THE SECOND STEP
    PO BOX 600213
    NEWTON,MA02460     		NONE 501C3 STEP UP TO THE PLATE 550
    NEWTON WELLESLEY HOSPITAL CHARITABLE FOUNDATION
    2014 WASHINGTON STREET
    NEWTON,MA02462     		NONE 501C3 HOPEWALKS 1,000
    HOCKOMOCK AREA YMCA
    300 ELMWOOD STREET
    NORTH ATTLEBORO,MA02760     		NONE 501C3 LEGENDS BALL SPONSOR 6,500
    NEW HOPE
    140 PARK STREET
    ATTLEBORO,MA02703     		NONE 501C3 GRANT 20,000
    FRANKLIN CHILDREN'S SCHOOL
    900 CHESTNUT STREET
    FRANKLIN,MA02038     		NONE 501C3 FALL FESTIVAL SPONSOR 400
    WRENTHAM ELEMENTARY SCHOOLS WEST
    120 TAUNTON STREET
    WRENTHAM,MA02093     		NONE 501C3 AUTHOR/ILLUSTRATOR SPONSOR 1,000
    ROTARY CLUB OF MILFORD
    PO BOX 142
    MILFORD,MA01757     		NONE 501C3 MILFORD NEWS TABLOID SPONSOR 300
    FRANKLIN ART ASSOCIATION
    PO BOX 289
    FRANKLIN,MA02038     		NONE 501C3 FALL ART EXHIBIT SPONSOR 1,000
    PROJECT SMILE
    PO BOX 336
    HOPEDALE,MA01747     		NONE 501C3 OPERATION CHILD SMILE 4,000
    KENNEDY SCHOOL PCC
    551 POND STREET
    FRANKLIN,MA02038     		NONE 501C3 LADYBUG 5K SPONSOR 500
    WATCH CDC
    24 CRESCENT STREET SUITE 401
    WALTHAM,MA02453     		NONE 501C3 GALA SPONSOR 1,000
    MANTER MARK - MEDFIELD LIBRARY
    PO BOX 205
    FALMOUTH,MA02541     		NONE 501C3 MEDFIELD LIBRARY BOOKMARKS 79
    COMMUNITY DAY CENTER OF WALTHAM
    PO BOX 541066
    WALTHAM,MA02454     		NONE 501C3 GALA SPONSOR 500
    WATCH CDC
    24 CRESCENT STREET SUITE 401
    WALTHAM,MA02453     		NONE 501C3 PROGRAM GRANT 10,000
    UNDERSTANDING OUR DIFFERENCES
    100 WALNUT STREET
    NEWTON,MA02460     		NONE 501C3 PROGRAM GRANT 2,500
    JOHN M BARRY BOYS & GIRLS CLUB OF NEWTON
    675 WATERTOWN STREET
    NEWTON,MA02460     		NONE 501C3 AUCTION SPONSOR 5,000
    OLD COLONY COUNCIL BOY SCOUTS OF AMERICA
    2438 WASHINGTON STREET
    CANTON,MA02021     		NONE 501C3 CAPITAL CAMPAIGN GRANT 25,000
    FRANKLIN EDUCATION FOUNDATION
    PO BOX 531
    FRANKLIN,MA02038     		NONE 501C3 CASINO NIGHT SPONSOR 300
    BELLINGHAM HIGH SCHOOL HOCKEY BOOSTER CLUB
    PO BOX 711
    BELLINGHAM,MA02019     		NONE 501C3 PROGRAM SPONSORSHIP 195
    BELLINGHAM HIGH SCHOOL OPERATION GRADUATION 14
    60 BLACKSTONE STREET
    BELLINGHAM,MA02019     		NONE 501C3 OPERATION GRADUATION 2014 100
    SEVEN HILLS FOUNDATION
    81 HOPE AVENUE
    WORCESTER,MA01603     		NONE 501C3 ASPIRE MILFORD 1,000
    FACING CANCER TOGETHER
    PO BOX 600666
    NEWTON,MA02460     		NONE 501C3 PROGRAM GRANT 2,500
    NEW ENGLAND SCHOOL OF ACUPUNCTURE
    150 CALIFORNIA STREET
    NEWTON,MA02458     		NONE 501C3 ALUMNI WEEKEND SPONSOR 1,000
    LIVEARTS
    50 ASYLUM STREET
    MENDON,MA01756     		NONE 501C3 CONCERT SPONSOR 300
    WOMEN OF MEANS
    148 LINDEN STREET SUITE 208
    WELLESLEY,MA02482     		NONE 501C3 2013 WALTHAM SHELTER GRANT 10,000
    AMERICAN CONSUMER CREDIT COUNSELING
    130 RUMFORD AVENUE
    AUBURNDALE,MA02466     		NONE 501C3 2013 GRANT 24,000
    DEAN COLLEGE
    99 MAIN STREET
    FRANKLIN,MA02038     		NONE 501C3 2013 SCHOLARSHIP 2,500
    GREATER MILFORD BALLET COMPANY
    28 BELLINGHAM STREET
    MENDON,MA01756     		NONE 501C3 2013 CONCERT SPONSOR 500
    MEDFIELD COALITION FOR PUBLIC EDUCATION
    PO BOX 452
    MEDFIELD,MA02052     		NONE 501C3 2013 TRIVIA BEE SPONSOR 500
    MEDFIELD FOUNDATION
    459 MAIN STREET
    MEDFIELD,MA02052     		NONE 501C3 2014 VOLUNTEER AWARDS SPONSOR 1,000
    NEWTON COMMUNITY PRIDE
    225 NEVADA STREET
    NEWTON,MA02460     		NONE 501C3 TOTENBERG STRING CONCERT SPONSOR 200
    CHARLES RIVER CHORALE
    PO BOX 406
    MILLIS,MA02054     		NONE 501C3 HOLIDAY CONCERT PROGRAM SPONSOR 165
    FRANCISCAN HOSPITAL FOR CHILDREN
    30 WARREN STREET
    BOSTON,MA02135     		NONE 501C3 BEHAVIORAL HEALTH SYSTEMS GRANT 20,000
    BELLINGHAM HIGH SCHOOL BASKETBALL BOOSTER CLUB
    334 MAPLE STREET
    BELLINGHAM,MA02019     		NONE 501C3 PROGRAM SPONSORSHIP 195
    MEDFIELD FOUNDATION
    459 MAIN STREET
    MEDFIELD,MA02052     		NONE 501C3 MEDFIELD YOUTH OUTREACH DONATION 1,500
    BENJAMIN FRANKLIN CLASSICAL CHARTER SCHOOL
    201 MAIN STREET
    FRANKLIN,MA02038     		NONE 501C3 ANNUAL APPEAL DONATION 1,500
    HOCKOMOCK AREA YMCA
    300 ELMWOOD STREET
    NORTH ATTLEBORO,MA02760     		NONE 501C3 REACH OUT FOR YOUTH CAMPAIGN 1,500
    FRANKLIN MUSIC BOOSTERS
    PO BOX 492
    FRANKLIN,MA02038     		NONE 501C3 PROGRAM DONATION 1,500
    WALTHAM PARTNERSHIP FOR YOUTH
    510 MOODY STREET
    WALTHAM,MA02453     		NONE 501C3 PROGRAM DONATION 1,500
    WALTHAM BOYS & GIRLS CLUB
    20 EXCHANGE STREET
    WALTHAM,MA02451     		NONE 501C3 PROGRAM DONATION 1,500
    FRIENDS OF THE BELLINGHAM PUBLIC LIBRARY
    100 BLACKSTONE STREET
    BELLINGHAM,MA02019     		NONE 501C3 CHILDREN'S READING PROGRAM DONATION 1,500
    MILFORD DAILY BREAD FOOD PANTRY
    21 EXCHANGE STREET
    MILFORD,MA01757     		NONE 501C3 DONATION 1,500
    NEWTON WELLESLEY WESTON COMMITTEE FOR COMMUNITY LIVING
    1301 CENTRE STREET
    NEWTON,MA02459     		NONE 501C3 PROGRAM GRANT 1,500
    WALTHAM HIGH SCHOOL
    617 LEXINGTON STREET
    WALTHAM,MA02452     		NONE 501C3 ALL NIGHT PARTY DONATION 100
    HOPEDALE JR SR HIGH SCHOOL STUDENT COUNCIL
    25 ADIN STREET
    HOPEDALE,MA01747     		NONE 501C3 THANKSGIVING FUNDRAISER 50
    SENSEABILITY GYM INC
    PO BOX 77
    HOPEDALE,MA01747     		NONE 501C3 OPEN GYM PROGRAM GRANT 5,000
    PEIRCE SCHOOL PTO
    170 TEMPLE STREET
    NEWTON,MA02465     		NONE 501C3 PLAYGROUND PROJECT 2,500
    SANTA FOUNDATION
    1 JOY STREET
    FRANKLIN,MA02038     		NONE 501C3 DONATION 1,000
    WOMEN'S ENTERPRISE INITIATIVE
    1000 COMMONWEALTH AVENUE
    NEWTON,MA02459     		NONE 501C3 2014 BUSINESS FORUM SPONSOR 2,000
    GORE PLACE
    52 GORE STREET
    WALTHAM,MA02453     		NONE 501C3 DONATION 500
    BELLINGHAM EDUCATIONAL FOUNDATION
    PO BOX 546
    BELLINGHAM,MA02019     		NONE 501C3 DONATION 1,000
    ELLIE FUND
    475 HILLSIDE AVENUE
    NEEDHAM,MA02494     		NONE 501C3 SPONSORSHIP 5,000
    ADVOCATES INC
    515 WALNUT STREET
    NEWTON,MA02460     		NONE 501C3 DONATION 500
    NEWTON COMMUNITY PRIDE
    225 NEVADA STREET
    NEWTON,MA02460     		NONE 501C3 SPONSORSHIP 30,000
    BELLINGHAM COUNCIL ON AGING
    40 BLACKSTONE STREET
    BELLINGHAM,MA02019     		NONE 501C3 CRAFT FAIR 100
    Total .................................bullet 3a 298,226
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 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....     14 114,496  
    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 67,867  
    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).. 0 182,363 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13182,363
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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
    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 or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    ROCKLAND TRUST CHARITABLE FOUNDATION
    EIN: 20-2668833
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BLUM SHAPIRO TAX RETURN PREP 3,575 900   2,675

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    ROCKLAND TRUST CHARITABLE FOUNDATION
    EIN: 20-2668833
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INDEPENDENT BANK CORP MASSACHUSETTS 6,558,859 6,558,859

    TY 2013 OtherExpensesSchedule
    Name:
    ROCKLAND TRUST CHARITABLE FOUNDATION
    EIN: 20-2668833
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE EXPENSES 7,000 0   7,000
    MA FILING FEES 85 0   85
    MISCELLANEOUS EXPENSE 335 0   335


    TY 2013 OtherIncreasesSchedule
    Name:
    ROCKLAND TRUST CHARITABLE FOUNDATION
    EIN: 20-2668833
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 1,705,102


    TY 2013 TaxesSchedule
    Name:
    ROCKLAND TRUST CHARITABLE FOUNDATION
    EIN: 20-2668833
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 2,544 0   0