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 11-01-2013 , and ending 10-31-2014
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 or province, country, and ZIP or foreign postal code
TAUNTON, MA02780
A Employer identification number

04-3332966
B Telephone number (see instructions)

(508) 824-6626
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$8,215,249
J 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) 1,616,033
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 211,144 211,144 211,144
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,192,094
b Gross sales price for all assets on line 6a 3,713,678
7 Capital gain net income (from Part IV, line 2)... 1,192,094
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)....... 16,843 16,843 16,843
12 Total. Add lines 1 through 11........ 3,036,114 1,420,081 227,987
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 instructions) 9,289 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)....... 41,726 39,168 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 51,015 39,168 0 70
25 Contributions, gifts, grants paid........ 1,389,923 1,389,923
26 Total expenses and disbursements. Add lines 24 and 25 1,440,938 39,168 0 1,389,993
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,595,176
b Net investment income (if negative, enter -0-) 1,380,913
c Adjusted net income (if negative, enter -0-)... 227,987
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............... 130 7 7
2 Savings and temporary cash investments.......... 61,624 168,608 168,608
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)........ 7,168,418 Click to see attachment8,046,634 8,046,634
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) 7,230,172 8,215,249 8,215,249
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) Click to see attachment0 Click to see attachment52,200
23 Total liabilities (add lines 17 through 22).......... 0 52,200
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 7,230,172 8,163,049
30 Total net assets or fund balances (see page 17 of the
instructions).................... 7,230,172 8,163,049
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 7,230,172 8,215,249
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 7,230,172
2 Enter amount from Part I, line 27a..................... 2 1,595,176
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 8,825,348
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 662,299
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 8,163,049
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 FOUNDATION FUND P    
b FOUNDATION FUND P    
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 2,846,611   1,703,863 1,142,748
b 867,067   817,721 49,346
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       1,142,748
b       49,346
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 1,192,094
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 49,346
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 1,268,096 6,770,916 0.187286
2011 1,112,376 6,784,117 0.163968
2010 992,978 6,942,426 0.143030
2009 941,711 7,109,427 0.132459
2008 822,597 6,982,481 0.117809
2 Total of line 1, column (d) ...................... 2 0.744552
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 0.148910
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 7,351,683
5 Multiply line 4 by line 3....................... 5 1,094,739
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 13,809
7 Add lines 5 and 6......................... 7 1,108,548
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,389,993
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 13,809
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 13,809
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 13,809
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 7,800
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 7,800
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 6,009
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 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 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
     
     
    .........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
    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
    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 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
    367,584
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    13,809
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,809
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    353,775
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    353,775
    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
    353,775
    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 7 353,775
    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....... 476,100
    b From 2009....... 588,505
    c From 2010....... 651,495
    d From 2011....... 786,380
    e From 2012....... 945,138
    fTotal of lines 3a through e......... 3,447,618
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 1,389,993
    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..... 353,775
    e Remaining amount distributed out of corpus 1,036,218
    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 4,483,836
    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) ...
    476,100
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    4,007,736
    10 Analysis of line 9:
    a Excess from 2009.... 588,505
    b Excess from 2010.... 651,495
    c Excess from 2011.... 786,380
    d Excess from 2012.... 945,138
    e Excess from 2013.... 1,036,218
    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:
    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 (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 DEL MAR FOUNDATION
    26 MADEIRA AVENUE
    NEW BEDFORD,MA02746
      501(C)(3) FUNDS USED TO PURCHASE 15 IPADS AND 2 SMART BOARDS 11,000
    ALS ASSOCIATION
    PO BOX 6051
    ALBERT LEA,MN56007
      501(C)(3) FUNDS USED TO SUPPORT ALS RESEARCH 500
    AMEGO INC
    33 PERRY AVENUE
    ATTLEBORO,MA02703
      501(C)(3) FUNDS USED FOR THE CONSTRUCTION OF TWO HANDICAP ACCESSIBLE PLAYGROUNDS AT A NEW SCHOOL LOCATION 10,000
    AMERICAN CANCER SOCIETY
    5 MANLEY STREET
    WEST BRIDGEWATER,MA02379
      501(C)(3) FUNDS USED TO SUPPORT CANCER RESEARCH 500
    AMERICAN CREDIT COUNSELING SERVICE
    4 TAUNTON STREET SUITE 5
    PLAINVILLE,MA02762
      501(C)(3) FUNDS USED TO SUPPORT THE COMMUNITY AWARENESS PROJECT 7,400
    AMERICAN HEART ASSOCIATION
    ONE UNION STREET SUITE 3
    ROBBINSVILLE,NJ08691
      501(C)(3) FUNDS USED TO SUPPORT PROGRAMS AND TO RAISE AWARENESS OF THE IMPORTANCE OF LIVING HEALTHIER LIVES 10,000
    ANNAWON COUNCIL BOY SCOUTS OF AMERICA
    152 W MAIN STREET PO BOX 921
    NORTON,MA02766
    DENNIS LEAHY AND PATRICK MURRAY - BOARD MEMBERS 501(C)(3) FUNDS USED TO ALLOW SCOUTREACH MEMBERS IS DISADVANTAGED CITIES TO ENJOY CAMPING, LEADERSHIP, EXPERIENCES AND LEARNING OPPORTUNITIES 16,822
    ARTWORKS
    384 ACUSHNET AVENUE
    NEW BEDFORD,MA02740
      501(C)(3) PROVIDE EDUCATIONAL ART PROGRAMS TO DISADVANTAGED MEMBERS OF THE COMMUNITY 5,400
    ATTLEBORO AREA COUNCIL OF CHURCHES
    98 PINE STREET
    ATTLEBORO,MA02703
      501(C)(3) FUNDS USED TO PROVIDE EMERGENCY MEALS TO LOW-INCOME MEMBERS OF THE COMMUNITY 5,000
    ATTLEBORO AREA SCHOOL TO CAREER
    42 UNION STREET
    ATTLEBORO,MA02703
      501(C)(3) FUNDS USED TO SUPPORT THE SUMMER WORK AND LEARNING PROGRAM 10,000
    ATTLEBORO ARTS MUSEUM
    86 PARK STREET
    ATTLEBORO,MA02703
      501(C)(3) FUNDS USED TO SUPPORT ARTS PROGRAMMING, MUSEUM SCHOOL CURRICULUM, AND ALTERNATIVE EDUCATIONAL PROGRAMS FOR UNDERSERVED POPULATIONS AND LOCAL ARTISTS COMMUNITY 560
    ATTLEBORO HIGH SCHOOL
    100 RATHBUN WILLARD DRIVE
    ATTLEBORO,MA02703
      501(C)(3) SCHOLARSHIPS 1,500
    ATTLEBORO PUBLIC SCHOOLS
    100 RATHBUN WILLARD DRIVE
    ATTLEBORO,MA02703
    SUSAN WITHERS GRANDDAUGHTER IS AN EMPLOYEE 501(C)(3) ANNUAL CONTRIBUTION TO SUPPORT ATTLEBORO PUBLIC SCHOOLS 20,000
    ATTLEBORO YMCA
    63 NORTH MAIN STREET
    ATTLEBORO,MA02703
    DENNIS KELLY - BOARD MEMBER 501(C)(3) FUNDS USED TO SUPPORT THE MISSION TO THE ATTLEBORO YMCA 34,300
    BACK TO SCHOOL CELEBRATION
    266 MAIN STREET
    PAWTUCKET,RI02861
      501(C)(3) FUNDS USED TO HELP REDUCE AND ELIMINATE FOOD INSECURITY EXPERIENCED BY THE STUDENTS OF THE PAWTUCKET SCHOOL DISTRICT 5,000
    BISHOP FEEHAN HIGH SCHOOL
    70 HOLCOTT DRIVE
    ATTLEBORO,MA02703
    EDWARD PARRISEAU - DONOR 501(C)(3) SCHOLARSHIPS 1,500
    BISHOP KEOUGH REGIONAL HIGH SCHOOL
    145 POWER ROAD
    PAWTUCKET,RI02860
      501(C)(3) SCHOLARSHIPS 1,000
    BISHOP STANG HIGH SCHOOL
    500 SLOCUM ROAD
    NORTH DARTMOUTH,MA02747
      501(C)(3) FUNDS USED FOR CAMPUS RENOVATIONS/IMPROVEMENTS 10,000
    BLACKSTONE ACADEMY
    334 PLEASANT STREET
    PAWTUCKET,RI02860
      501(C)(3) SCHOLARSHIPS 1,000
    BLACKSTONE RIVER VALLEY NATIONAL HERITAGE CORRIDOR
    ONE DEPOT SQUARE
    WOONSOCKET,RI02895
      501(C)(3) FUNDS USED TO SUPPORT EFFORTS TOWARDS PRESERVING AND PROTECTING THE CULTURAL, HISTORICAL AND NATURAL RESOURCES OF THE CORRIDOR 5,000
    BLACKSTONE VALLEY PREP
    291 BROAD STREET
    CUMBERLAND,RI02864
      501(C)(3) FUNDS USED TO HELP UNDERWRITE THE LAUNCH OF TWO ADDITIONAL MUSIC PROGRAMS 12,500
    BLACKSTONE VALLEY TOURISM COUNCIL
    175 MAIN STREET
    PAWTUCKET,RI02860
      501(C)(3) FUNDS USED TO SUPPORT PROGRAM AWARENESS 1,000
    BOOKS ARE WINGS
    PO BOX 16623
    PROVIDENCE,RI02916
      501(C)(3) FUNDS USED TO PROVIDE CHILDREN THE OPPORTUNITY TO HAVE BOOKS IN THEIR HOMES TO INCREASE THEIR MOTIVATION TO READ 5,000
    BOYS & GIRLS CLUB OF FALL RIVER
    803 BEDFORD STREET
    FALL RIVER,MA02723
      501(C)(3) FUNDS USED TO SUPPORT PROGRAMS DESIGNED TO MEET THE NEEDS OF GREATER FALL RIVER'S DISADVANTAGED AND UNDERSERVED YOUTH 8,750
    BOYS & GIRLS CLUB OF GREATER NEW BEDFORD
    166 JENNY STREET
    NEW BEDFORD,MA02740
      501(C)(3) FUNDS USED TO PROVIDE CURRICULUM IN CAREER DEVELOPMENT, ACADEMIC ENRICHMENT, PREVENTION ALTERNATIVES TO DRUG, ALCOHOL AND VIOLENCE AS WELL AS SOCIAL AND RECREATION ACTIVITIES 10,395
    BOYS & GIRLS CLUB OF PAWTUCKET
    ONE MOELLER PLACE
    PAWTUCKET,RI02860
    MICHELE ROBERTS - BOARD MEMBER 501(C)(3) FUNDS USED FOR CAPITAL CAMPAIGN 16,000
    BOYS & GIRLS CLUB OF TAUNTON
    31 COURT STREET
    TAUNTON,MA02780
    LOUIS RICCIARDI - BOARD MEMBER/MAJOR DONOR 501(C)(3) FUNDS USED TO SUPPORT PROGRAMS 10,425
    BRIDGEWATER STATE UNIVERSITY
    PO BOX 42
    BRIDGEWATER,MA02324
    LOUIS RICCIARDI AND DENNIS LEAHY - BOARD MEMBER/MAJOR D 501(C)(3) FUNDS USED TO SUPPORT BSUSCHOLARS AWARD FUND ALLOWING STUDENTS TO BENEFIT THROUGH FINANCIAL AID, UNDERGRADUATE RESEARCH OPPORTUNITIES, STUDY ABROAD PROGRAMS, FACULTY RESEARCH AND DEVELOPMENT, AND MANY ACADEMIC INITIATIVES 6,300
    BRIDGEWATER-RAYNHAM REGIONAL HIGH SCHOOL
    415 CENTER STREET
    BRIDGEWATER,MA02324
      501(C)(3) FUNDS USED TO SUPPORT ACADEMIC AWARDS PROGRAMMING 1,500
    BRISTOL AGRICULTURAL HIGH SCHOOL
    135 CENTER STREET
    DIGHTON,MA02715
      501(C)(3) SCHOLARSHIPS 1,500
    BRISTOL COMMUNITY COLLEGE
    777 ELSBREE STREET
    FALL RIVER,MA02720
    PATRICK MURRAY - BOARD MEMBER 501(C)(3) FUNDS USED TO PROVIDE FINANCIAL ASSISTANCE AND ACCESS TO QUALITY EDUCATION 4,472
    BRISTOL-PLYMOUTH TECHNICAL HIGH SCHOOL
    940 COUNTY STREET
    TAUNTON,MA02780
      501(C)(3) SCHOLARSHIPS 1,500
    BUTTONWOOD PARK ZOOLOGICAL SOCIETY
    425 HAWTHORN STREET
    NEW BEDFORD,MA02740
      501(C)(3) FUNDS USED TO SUPPORT EDUCATIONAL PROGRAMS 5,929
    CAMP ELLIE MAE
    747 WOOD STREET
    SWANSEA,MA02777
      501(C)(3) FUNDS USED TO HELP PAY THE COST FOR EACH CAMPER TO BE ABLE TO ATTEND CAMP AT NO COST 5,000
    CAMP RUGGLES INC
    PO BOX 353
    CHEPACHET,RI02814
      501(C)(3) CAMP SCHOLARSHIPS 3,500
    CARITAS COMMUNITIES
    166 PAWTUCKET AVENUE
    PAWTUCKET,RI02860
      501(C)(3) FUNDS USED TO HELP MAKE THE SEAN BROOKE HOUSE FULLY HANDICAP ACCESSIBLE 2,500
    CATHOLIC SOCIAL SERVICES
    1600 BAY STREET
    FALL RIVER,MA02724
      501(C)(3) FUNDS USED TO SUPPORT THE SISTER ROSE HOUSE, A HOMELESS SHELTER 20,000
    CEREBRAL PALSY COUNCIL OF GREATER NB DBA THE SCHWARTZ CENTER
    ONE POSA PLACE
    DARTMOUTH,MA02747
    MICHELE ROBERTS - BOARD MEMBER 501(C)(3) FUNDS USED TO SUPPORT EFFORTS TOWARDS PROVIDING AN EARLY INTERVENTION PROGRAM THAT TARGETS CHILDREN BIRTH THROUGH 3 YEARS OLD WITH OR AT RISK OF DEVELOPMENTAL DIFFICULTIES 13,500
    CHARLES SHEA HIGH SCHOOL
    485 EAST AVENUE
    PAWTUCKET,RI02860
      GRANT FOR EDUCATIONA SCHOLARSHIPS 1,000
    CHILD & FAMILY SERVICES INC
    1061 PLEASANT STREET
    NEW BEDFORD,MA02740
      501(C)(3) FUNDS USED TO SUPPORT PROGRAMS WITHIN THE ORGANIZATIONS MISSION 1,335
    CHILDREN'S ADVOCACY CENTER
    58 ARCH STREET
    FALL RIVER,MA02724
    MICHELE ROBERTS - BOARD MEMBER 501(C)(3) FUNDS USED TO SUPPORT THE COST OF A FULL-TIME EDUCATION COORDINATOR AND THE MATERIALS NEEDED FOR THE PROGRAM 14,472
    CHILDREN'S FRIEND & SERVICE
    153 SUMMER STREET
    PROVIDENCE,RI02903
      501(C)(3) FUNDS USED FOR CHILDCARE TUITION/SCHOLARSHIP ASSISTANCE 5,000
    CHILDREN'S MUSEUM OF FALL RIVER
    441 N MAIN ST
    FALL RIVER,MA02720
      501(C)(3) FUNDS USED TO SUPPORT VIOLET'S ROOM, AN EXHIBIT WHERE CHILDREN CAN NURTURE THEIR CREATIVE SPIRIT THROUGH PLAY, READING AND CREATIVE MULTICULTURAL ACTIVITIES WITH A MUSICAL THEME 15,000
    CITIZENS' SCHOLARSHIP
    PO BOX 696
    REHOBOTH,MA02769
      501(C)(3) SCHOLARSHIPS 2,100
    COASTLINE EAP
    300 CENTERVILLE ROAD
    S WARWICK,RI02886
      501(C)(3) FUNDS USED TO HELP EDUCATE YOUTH ON PREVENTION OF DRUG USE 1,000
    COMMUNITY COUNSELING OF BRISTOL COUNTY INC
    ONE WASHINGTON STREET
    TAUNTON,MA02780
      501(C)(3) FUNDS USED TO SUPPORT PROGRAMS 2,000
    COMMUNITY DEVELOPMENT OF ATTLEBORO INC
    77 PARK STREET
    ATTLEBORO,MA02703
      501(C)(3) FUNDS USED TO SUPPORT THE MINOR HOME REPAIR PROGRAM FOR LOW INCOME SENIORS 42,000
    COMMUNITY FOUNDATION OF SE MA
    63 UNION STREET
    NEW BEDFORD,MA02740
      501(C)(3) FUNDS USED FOR COMMUNITY DEVELOPMENT ACTIVITIES AND COLLABORATIVE PROGRAMS 52,050
    COOPERATIVE PRODUCTION INC
    455-1B SOMERSET AVENUE
    N DIGHTON,MA02764
      501(C)(3) FUNDS USED TO SUPPORT SERVICES PROVIDED TO CITIZENS WITH DISABILITIES 1,000
    COYLE AND CASSIDY HIGH SCHOOL
    2 HAMILTON STREET
    TAUNTON,MA02780
      501(C)(3) SCHOLARSHIPS 34,100
    DARTMOUTH FRIENDS OF THE ELDERLY
    PO BOX 87113
    DARTMOUTH,MA02748
      501(C)(3) FUNDS USED TO HELP BUILD A FACILITY FOR MEDICAL EQUIPMENT 1,000
    DIGHTON-REHOBOTH REGIONAL HIGH SCHOOL
    2700 REGIONAL ROAD
    NORTH DIGHTON,MA02764
      GRANT FOR EDUCATIONA FUNDS USED TO SUPPORT COMMUNITY SERVICE EDUCATION 800
    DIOCESE OF FALL RIVER
    PO BOX 1470
    FALL RIVER,MA02722
      501(C)(3) CATHOLIC CHARITIES APPEAL AND SCHOLARSHIPS 9,500
    DOWNTOWN ASSOCIATES OF NORTH ATTLEBORO
    PO BOX 407
    N ATTLEBORO,MA02761
      501(C)(3) FUNDS USED TO SUPPORT ECONOMIC DEVELOPMENT 2,500
    DOWNTOWN NEW BEDFORD INC
    105 WILLIAM ST FL 2
    NEW BEDFORD,MA02740
      501(C)(3) FUNDS USED TO SUPPORT REVITALIZATION IN DOWNTOWN NEW BEDFORD 500
    DOWNTOWN TAUNTON FOUNDATION
    4 COURT STREET SUITE 210
    TAUNTON,MA02780
    PATRICK MURRAY - BOARD MEMBER 501(C)(3) FUNDS USED TO REVITALIZE DOWNTOWN TAUNTON 750
    EDUCATION IN ACTION
    321 HARBORSIDE BLVD
    PROVIDENCE,RI02905
      501(C)(3) FUNDS USED TO SUPPORT STUDENTS TO PARTICIPATE IN THE EXCHANGE CITY PROGRAM 5,000
    EXCHANGE STREET OPEN STUDIO PLUS
    10 EXCHANGE COURT UNIT 504
    PAWTUCKET,RI02860
      501(C)(3) FUNDS USED TO SUPPORT EFFORTS TOWARDS EDUCATING AND DEVELOPING AN APPRECIATION OF THE ARTS IN THE PAWTUCKET, RI COMMUNITY 1,000
    FRIENDS OF THE ATTLEBORO PUBLIC LIBRARY
    13 SUMMER STREET
    PAWTUCKET,RI02860
      501(C)(3) FUNDS USED TO SUPPORT EFFORTS TOWARDS ENHANCING THE COMMUNITY-BASED LIBRARY SERVICE 8,800
    GIFTS TO GIVE
    21 COVE STREET THE GIFTSTOGIVE MILL
    NEW BEDFORD,MA02744
      501(C)(3) FUNDS USED TO PROVIDE BASIC HUMAN NEEDS TO INDIVIDUALS AND FAMILIES WHICH THEY OTHERWISE COULD NOT AFFORD 20,000
    GIRL SCOUTS OF EASTERN MASSACHUSETTS
    95 BERKELEY STREET
    BOSTON,MA02116
      501(C)(3) FUNDS PROVIDE COMMUNITY BASED PROGRAMMING TO AT-RISK GIRLS 1,500
    GIRLS SCOUTS OF RHODE ISLAND
    500 GREENWICH AVENUE
    WARWICK,RI02886
      501(C)(3) FUNDS PROVIDE COMMUNITY BASED PROGRAMMING TO AT-RISK GIRLS 2,500
    GLOBAL LEARNING CHARTER PUBLIC SCHOOL
    190 ASHLEY BLVD
    NEW BEDFORD,MA02746
      501(C)(3) FUNDS USED TO EXPAND THE SCHOOL'S INSTRUMENTAL MUSIC PROGRAM 7,500
    GREATER FALL RIVER RECREATION
    72 BANK STREET
    FALL RIVER,MA02720
      501(C)(3) FUNDS USED TO PROVIDE PROGRAMS AND SERVICES FOR RESIDENTS WITH A FOCUS ON SOCIALLY AND ECONOMICALLY DISADVANTAGED 1,000
    GREATER TAUNTON CHARITABLE FOUNDATION
    PO BOX 577
    EAST TAUNTON,MA02718
      501(C)(3) FUNDS USED TO HELP PREPARE MEALS FOR THE HOMELESS DURING THE HOLIDAYS 1,000
    GREATER TAUNTON COMMUNITY SERVICES
    PO BOX 149
    TAUNTON,MA02780
      501(C)(3) FUNDS USED TO SUPPORT EFFORTS TOWARDS PROVIDING SERVICES TO THE POOR AND MARGINALIZED 10,000
    HEART OF TAUNTON
    6 PLEASANT ST
    TAUNTON,MA02780
      501(C)(3) FUNDS USED TO SUPPORT THE FAADE PROGRAM 10,000
    HOCKOMOCK YMCA
    300 ELMWOOD STREET
    NORTH ATTLEBORO,MA02760
    DENNIS LEAHY - INCORPORATOR, PATRICK MURRAY - CORPORATOR 501(C)(3) FUNDS USED TO SUPPORT VARIOUS PROGRAMS THAT THE ORGANIZATION OFFERS TO CHILDREN AND FAMILIES 21,736
    HOPEWELL ELEMENTARY SCHOOL
    16 MONROE STREET
    TAUNTON,MA02780
    MICHELE ROBERTS - BOARD MEMBER 501(C)(3) FUNDS PROVIDE SCHOLARSHIPS FOR STUDENTS TO ATTEND EDUCATIONAL PROGRAMS OTHERWISE UNAFFORDABLE 20,000
    HORIZONS FOR HOMELESS CHILDREN
    1705 COLUMBUS AVENUE
    ROXBURY,MA02119
      501(C)(3) FUNDS USED TO HELP MAINTAIN THE PLAYSPACE PROGRAM 2,500
    HOUSING NETWORK OF RHODE ISLAND
    1070 MAIN STREET
    PAWTUCKET,RI02860
      501(C)(3) FUNDS USED TO SUPPORT THE FAST TRACK HOMEBUYER CLASS 5,000
    JACQUELINE M WALSH SCHOOL
    172 EXCHANGE STREET
    PROVIDENCE,RI02860
      501(C)(3) SCHOLARSHIPS 1,000
    JEFFREY OSBORNE FOUNDATION
    PO BOX 27815
    PROVIDENCE,RI02907
      501(C)(3) FUNDS USED TO SUPPORT NON-PROFIT ORGANIZATIONS WHO SUPPORT MUSIC AND THE ARTS 15,000
    JUNIOR ACHIEVEMENT OF SOUTHERN MA
    PO BOX 248
    WESTPORT,MA02790
      501(C)(3) FUNDS PROVIDE HANDS-ON LEARNING EXPERIENCE, FINANCIAL LITERACY, WORK READINESS AND ENTREPRENEURSHIP 10,000
    KATIE BROWN EDUCATIONAL PROGRAM INC
    10 PURCHASE STREET 5TH FLOOR
    FALL RIVER,MA02720
      501(C)(3) FUNDS USED TO PROVIDE VIOLENCE PREVENTION EDUCATION TO HIGH SCHOOL STUDENTS 7,500
    LEUKEMIA & LYMPHOMA
    1210 PONTIAC AVENUE
    CRANSTON,RI02920
      501(C)(3) FUNDS USED TO SUPPORT PATIENTS AND FAMILIES BATTLING BLOOD CANCERS 900
    LITTLE SISTERS OF THE POOR (JEANNE JUGAN RESIDENCE)
    964 MAIN STREET
    PAWTUCKET,RI02860
      501(C)(3) FUNDS USED TO SUPPORT RENOVATIONS 9,000
    MASS BANKERS ASSOCIATION
    ONE WASHINGTON MALL 8TH FLOOR
    BOSTON,MA02108
      501(C)(3) FUNDS USED TO PROVIDE GRANTS TO 501C3 ORGANIZATIONS 3,000
    MASSASOIT COMMUNITY COLLEGE
    ONE MASSASOIT BLVD
    BROCKTON,MA02302
      GRANT FOR EDUCATIONA FUNDS USED TO SUPPORT THE MCC AND BRRHS TRANSITION TO COLLEGE PROJECT. COLLEGE PREPAREDNESS PROGRAM FOR LOW-INCOME EDUCATIONALLY DISADVANTAGED STUDENTS 21,000
    MEMORIAL HOSPITAL OF RHODE ISLAND
    111 BREWSTER STREET
    PAWTUCKET,RI02860
      501(C)(3) FUNDS USED TO SUPPORT IMPROVEMENTS TO THE EMERGENCY DEPARTMENT 19,120
    MIXED MAGIC THEATRE
    558 MINERAL SPRING AVE BOX 25
    PAWTUCKET,RI02860
      501(C)(3) FUNDS USED TO SUPPORT EFFORTS TOWARDS PROVIDING AN AFTER SCHOOL ARTS & LITERACY PROGRAM TO HIGH SCHOOL STUDENTS 3,500
    NATIVITY PREPARATORY SCHOOL NEW BEDFORD
    66 SPRING STREET
    NEW BEDFORD,MA02740
      501(C)(3) FUNDS USED TO PROVIDE A CHALLENGING AND SUPPORTIVE LEARNING ENVIRONMENT FOR MIDDLE SCHOOL STUDENTS 10,000
    NEW BEDFORD ECONOMIC DEVELOPMENT COUNCIL
    1213 PURCHASE STREET
    NEW BEDFORD,MA02740
      501(C)(3) FUNDS USED TO SUPPORT THE MISSION OF THE NEW BEDFORD ECONOMIC DEVELOPMENT COUNCIL 5,000
    NEW BEDFORD FESTIVAL THEATRE
    684 PURCHASE STREET
    NEW BEDFORD,MA02740
      501(C)(3) FUNDS USED TO SUPPORT ART EDUCATION 5,000
    NEW BEDFORD OCEANARIUM
    174 UNION STREET
    NEW BEDFORD,MA02741
      501(C)(3) FUNDS USED TO SUPPORT THE OCEAN EXPLORIUM'S FIELD TRIP PROGRAMS 10,300
    NEW BEDFORD PUBLIC SCHOOLS
    455 COUNTY STREET
    NEW BEDFORD,MA02740
      GRANT FOR EDUCATIONA FUNDS USED TO PROVIDE QUALITY EDUCATION TO NEW BEDFORD CHILDREN 3,500
    NEW BEDFORD STAR KIDS SCHOLARSHIP PROGRAM
    PO BOX 79198
    DARTMOUTH,MA02747
      501(C)(3) SCHOLARSHIPS TO ATTEND SUMMER ENRICHMENT PROGRAMS 5,000
    NEW BEDFORD SYMPHONY ORCHESTRA
    PO BOX 2053
    NEW BEDFORD,MA02741
      501(C)(3) FUNDS USED TO SUPPORT EFFORTS TOWARDS BRINGING MUSIC TO CHILDREN, ADULTS AND SENIOR CITIZENS OF SOUTH COAST 5,000
    NEW BEDFORD WOMEN'S CENTER
    405 COUNTY STREET
    NEW BEDFORD,MA02740
      501(C)(3) FUNDS USED TO SUPPORT THE ORGANIZATION'S MISSION 7,500
    NEW HOPE INC
    140 PARK STREET
    ATTLEBORO,MA02703
      501(C)(3) FUNDS USED TO SUPPORT THE NEW START PROGRAM 12,000
    NORTH ATTLEBORO HIGH SCHOOL
    1 WILSON WHITTEY WAY
    N ATTLEBORO,MA02760
      GRANT FOR EDUCATIONA SCHOLARSHIPS 1,500
    NORTH ATTLEBORO PUBLIC SCHOOLS
    1 WILSON WHITTEY WAY
    N ATTLEBORO,MA02760
    DENNIS KELLY'S DAUGHTER-IN-LAW IS AN EMPLOYEE GRANT FOR EDUCATIONA FUNDS USED TO SUPPORT THE 8TH GRADE TRANSITION TO HIGH SCHOOL PROGRAM 20,000
    OLD COLONY HISTORICAL SOCIETY
    66 CHURCH GREEN
    TAUNTON,MA02780
      501(C)(3) FACILITY UPGRADES 1,789
    OLD COLONY YMCA
    320 MAIN STREET
    BROCKTON,MA02301
    RUSSEL F. MARTORANA - GENERAL BOARD MEMBER 501(C)(3) FUNDS USED TO PROVIDE PROGRAMS TO AREA YOUTH 6,200
    OLD DARTMOUTH HISTORICAL SOCIETY
    18 JOHNNY CAKE HILL
    NEW BEDFORD,MA02740
      501(C)(3) FUNDS USED TO SUPPORT THE CHARLES W. MORGAN HOMECOMING 60,000
    OLD SLATER MILL ASSOCIATION
    PO BOX 696
    PAWTUCKET,RI02860
      501(C)(3) FUNDS USED TO PROVIDE EDUCATIONAL PROGRAMS TO STUDENTS 7,000
    OUR LADY OF LOURDES
    52 FIRST STREET
    TAUNTON,MA02780
      GRANT FOR EDUCATIONA SCHOLARSHIPS 850
    OUR SISTERS' SCHOOL
    145 BROMWELL AVENUE
    NEW BEDFORD,MA02740
      501(C)(3) FUNDS USED TO EDUCATE AND INSPIRE MIDDLE SCHOOL GIRLS FROM THE GREATER NEW BEDFORD AREA 10,000
    PAWTUCKET BUSINESS DEVELOPMENT
    175 MAIN STREET
    PAWTUCKET,RI02860
      501(C)(3) FUNDS USED TO SUPPORT THE PAWTUCKET ARTS FESTIVAL 5,000
    PAWTUCKET CITIZENS DEVELOPMENT CORP
    204 BROAD STREET
    PAWTUCKET,RI02860
      501(C)(3) FUNDS USED TO HELP THE REHABILITATION OF THE FORMER OLD COLONY BANK BUILDING INTO AFFORDABLE HOUSING 10,000
    PEOPLE INCORPORATED
    4 SOUTH MAIN STREET
    FALL RIVER,MA02721
      501(C)(3) FUNDS USED TO SUPPORT THE MISSION OF PEOPLE INCORPORATED 2,500
    PILGRIM CONGREGATIONAL CHURCH
    45 BROADWAY
    TAUNTON,MA02780
      501(C)(3) DONATION IN MEMORY OF GEORGE LEROY 2,500
    PRIDE INC
    3 MAPLE STREET
    TAUNTON,MA02780
      501(C)(3) FUNDS USED TO SUPPORT EMPLOYMENT PROGRAMS FOR INDIVIDUALS WITH DISABILITIES 7,500
    PRINCE HENRY SOCIETY OF MASS INC
    C/O 958 REED ROAD
    NORTH DARTMOUTH,MA02747
      501(C)(3) SCHOLARSHIPS 1,000
    PRO-HOME INC
    40 SUMMER STREET
    TAUNTON,MA02780
      501(C)(3) FUNDS USED FOR FACILITY IMPROVEMENTS 20,000
    PROJECT GOAL INC
    79 SAVORY STREET
    PROVIDENCE,RI02906
      501(C)(3) FUNDS TO SUPPORT THE FINANCIAL COSTS OF EDUCATIONAL TUTORS AND TRANSPORTATION 3,000
    PROVIDENCE CHILDREN'S MUSEUM
    100 SOUTH STREET
    PROVIDENCE,RI02903
      501(C)(3) FUNDS USED TO SUPPORT PROGRAMS AT THE MUSEUM 13,500
    REACH OUT AND READ RHODE ISLAND
    PO BOX 603442
    PROVIDENCE,RI02906
      501(C)(3) FUNDS USED TO SUPPORT THE EARLY EDUCATION PROGRAM 10,000
    REHOBOTH ANTIQUARIAN SOCIETY
    PO BOX 2
    REHOBOTH,MA02769
    SUSAN WITHERS - TRUSTEE 501(C)(3) FUNDS USED TOWARDS THE REHABILITATION PROJECT AT GOFF MEMORIAL HALL 10,000
    RHODE ISLAND INSTITUTE FOR NURSING
    700 BUTLER DRIVE
    PROVIDENCE,RI02906
      501(C)(3) FUNDS USED TO SUPPORT PROGRAMS AND SERVICES 5,000
    RI PHILHARMONIC ORCHESTRA & MUSIC
    667 WATERMAN AVENUE
    EAST PROVIDENCE,RI02914
      501(C)(3) FUNDS USED TO PROVIDE LOW-INCOME PAWTUCKET STUDENTS WITH MUSIC EDUCATION 3,000
    SAINT CECILIA SCHOOL
    755 CENTRAL AVENUE
    PAWTUCKET,RI02861
      GRANT FOR EDUCATIONA FUNDS USED TO SUPPORT THE STUDENTS ATTENDING ST. CECILIA SCHOOL 100
    SANDRA FEINSTEIN GAMM THEATRE
    172 EXCHANGE STREET
    PAWTUCKET,RI02860
      501(C)(3) FUNDS USED TO SUPPORT PERFORMANCE BASED LITERACY LEARNING 5,000
    SOCIETY OF ST VINCENT DE PAUL
    141WASHINGTON STREET
    TAUNTON,MA02780
      501(C)(3) FUNDS USED TO ASSIST WITH THE CHARITABLE WORKS OF THE ST. VINCENT DE PAUL SOCIETY IN TAUNTON AREA 380
    SOCIETY OF ST VINCENT DEPAUL ANNUNCIATION OF THE LORD
    311 SOMERSET AVENUE
    TAUNTON,MA02780
      501(C)(3) FUNDS USED TO PROVIDE HEATING, UTILITIES AND RENT ASSISTANCE 2,500
    SOCIETY OF ST VINCENT DEPAUL ST JUDE THE APOSTLE
    249 WHITTENTON STREET
    TAUNTON,MA02780
      501(C)(3) FUNDS USED TO PROVIDE HEATING ASSISTANCE 2,500
    SOUTHCOAST HOSPITALS GROUP INC
    101 PAGE STREET
    NEW BEDFORD,MA02740
      501(C)(3) FUNDS USED TO SUPPORT FACILITY IMPROVEMENTS, PROGRAMS, AND SERVICES AT THE CANCER CENTER 20,000
    SOUTHCOAST VISITING NURSE ASSOCIATION
    200 MILL ROAD
    FAIRHAVEN,MA02719
      501(C)(3) FUNDS USED TO SUPPORT THE HOSPICE PROGRAM 500
    SOUTHEASTERN MASSACHUSETTS VETERANS HOUSING PROGRAM INC
    20 WILLIS STREET
    NEW BEDFORD,MA02740
      501(C)(3) FUNDS USED TOWARDS IMPROVING THE THREE NEW BEDFORD TRANSITIONAL PROPERTIES 2,500
    ST JOHN THE EVANGELIST SCHOOL
    13 HODGES STREET
    ATTLEBORO,MA02703
      GRANT FOR EDUCATIONA FUNDS USED TO SUPPORT THE ADVANCEMENT OF TECHNOLOGY 17,670
    ST MARY'S PRIMARY SCHOOL
    106 WASHINGTON STREET
    TAUNTON,MA02780
      GRANT FOR EDUCATIONA FUNDS USED FOR NEED BASED TUITION ASSISTANCE 10,788
    ST RAPHAEL ACADEMY
    123 WOLCOTT STREET
    PAWTUCKET,RI02860
      GRANT FOR EDUCATIONA SCHOLARSHIPS 2,000
    ST VINCENT DEPAUL CONFERENCE OF ST LEO THE GREAT CHURCH
    697 CENTRAL AVENUE
    PAWTUCKET,RI02861
      501(C)(3) FUNDS PROVIDE FOOD AND ASSISTANCE WITH UTILITY BILLS AND RENTAL PAYMENTS 4,000
    ST VINCENT DEPAUL SOCIETY- ATTLEBORO
    1131 OAK HILL AVENUE
    ATTLEBORO,MA02703
      501(C)(3) FUNDS USED TO HELP RESIDENTS OF ATTLEBORO AND NORTH ATTLEBORO WITH HEATING AND UTILITY ASSISTANCE 23,000
    ST VINCENT'S HOME CORPORATION
    2425 HIGHLAND AVENUE
    FALL RIVER,MA02720
      501(C)(3) FUNDS USED TO BENEFIT THE YOUTH LIFE SKILLS PROGRAM WHICH PROVIDES AN OPPORTUNITY TO LEARN NECESSARY SKILLS TO LIVE INDEPENDENTLY, FINANCE AND COMPUTER INSTRUCTION, SCHOOL-TO-WORK EXPERIENCES, JOB COACHING, AND CAREER DEVELOPMENT 600
    STANLEY STREET TREATMENT
    386 STANLEY ST
    FALL RIVER,MA02720
      501(C)(3) FUNDS USED TO SUPPORT THE AFTER-SCHOOL PROGRAM 4,000
    STAR PLAYERS
    46 SCADDING STREET
    TAUNTON,MA02780
      501(C)(3) SUPPORT ART EDUCATION 1,000
    STEPPINGSTONE INC
    522 NORTH MAIN STREET
    FALL RIVER,MA02720
      501(C)(3) FUNDS USED TO SUPPORT THE FIRST STEP INN 5,000
    STURDY MEMORIAL FOUNDATION
    PO BOX 2963
    ATTLEBORO,MA02703
      501(C)(3) FUNDS USED TO BENEFIT THE MISSION OF STURDY MEMORIAL HOSPITAL 820
    TAUNTON AREA SCHOOL TO CAREER
    ONE TAUNTON GREEN
    TAUNTON,MA02780
      501(C)(3) FUNDS USED TO SUPPORT STUDENT INTERNSHIPS, MENTOR AND JOB SHADOWING PROGRAMS OFFERED TO AT-RISK STUDENTS AND THE SUMMER ACADEMIC WORK AND LEARNING PROGRAMS 11,000
    TAUNTON HIGH SCHOOL
    50 WILLIAMS STREET
    TAUNTON,MA02780
      GRANT FOR EDUCATIONA SCHOLARSHIPS 5,100
    TAUNTON PUBLIC SCHOOLS
    215 HARRIS STREET
    TAUNTON,MA02780
    MARJORIE LARGEY'S DAUGHTER IS AN EMPLOYEE GRANT FOR EDUCATIONA FUNDS USED TO SUPPORT THE TIGER TENT 25,000
    THE ARC OF NORTHERN BRISTOL COUNTY
    141 PARK STREET
    ATTLEBORO,MA02703
      501(C)(3) FUNDS USED TO SUPPORT THE MISSION OF THE ARC OF NORTHERN BRISTOL COUNTY 3,779
    THE JULIA CEKALA CHARITABLE FOUNDATION
    PO BOX 1070
    N ATTLEBOROUGH,MA02761
      501(C)(3) FUNDS USED TO BENEFIT THE MISSION OF THE JULIA CEKALA CHARITABLE FOUNDATION 2,000
    THE LEARNING COMMUNITY CHARTER SCHOOL
    21 LINCOLN AVENUE
    CENTRAL FALLS,MA02863
      501(C)(3) FUNDS USED TO SUPPORT THE AFTERSCHOOL ENRICHMENT PROGRAM 10,500
    THE NEIGHBORHOOD CORPORATION
    120 INGELL STREET
    TAUNTON,MA02780
    RUSSEL F. MARTORANA - BOARD MEMBER 501(C)(3) FUNDS USED TO SUPPORT ECONOMIC AND REVITALIZATION EFFORT OF THE GREATER TAUNTON AREA COMMUNITIES 15,000
    THE NEMASKET GROUP
    56 BRIDGE STREET
    FAIRHAVEN,MA02719
      501(C)(3) FUNDS USED TO SUPPORT THE PROGRAMS AND SERVICES OFFERED AT THE NEMASKET GROUP 1,000
    THE PAWTUCKET FOUNDATION
    PO BOX 515
    PAWTUCKET,RI02862
    MICHELE ROBERTS - BOARD MEMBER 501(C)(3) FUNDS USED TO HELP ENHANCE THE DOWNTOWN, RIVERFRONT AND TRANSPORTATION GATEWAYS OF PAWTUCKET 17,250
    THE PROVIDENCE CENTER
    528 NORTH MAIN STREET
    PROVIDENCE,RI02904
      501(C)(3) FUNDS USED TO SUPPORT THE ORGANIZATION'S MISSION 2,000
    TIDES FAMILY SERVICES
    215 WASHINGTON STREET
    WEST WARWICK,RI02893
      501(C)(3) FUNDS USED TO SUPPORT THE PROMOTION OF EARLY LITERACY BY PROVIDING BOOKS TO CHILDREN AND ENCOURAGING FAMILIES TO READ TOGETHER 1,200
    TRIUMPH INC
    100 GORDON OWEN RIVERWAY
    TAUNTON,MA02780
      501(C)(3) FUNDS USED FOR THE REPAIRS TO THE RIVERWAY SITE 15,000
    USS MASS MEMORIAL COMMITTEE INC
    5 WATER STREET PO BOX 111
    FALL RIVER,MA02722
      501(C)(3) FUNDS SUPPORT AN EDUCATIONAL INTERACTIVE EXPERIENCE SIMULATING THE HISTORIC ATTACK OF PEARL HARBOR 15,000
    UMASS DARTMOUTH FOUNDATION
    285 OLD WESTPORT ROAD
    N DARTMOUTH,MA02747
      501(C)(3) FUNDS USED TO SUPPORT COMMUNITY OUTREACH PROGRAMS AND SCHOLARSHIPS 51,000
    UNITED WAY OF GREATER ATTLEBOROTAUNTON
    247 MAPLE STREET
    ATTLEBORO,MA02703
    DENNIS KELLY - CORPORATOR, JAMES JEROME COOGAN AND PATRI 501(C)(3) SUPPORT FOR A VARIETY OF SERVICES PROVIDED TO INDIVIDUALS AND FAMILIES 75,161
    UNITED WAY OF GREATER FALL RIVER
    80 N MAIN ST
    FALL RIVER,MA02720
      501(C)(3) SUPPORT FOR A VARIETY OF SERVICES PROVIDED TO INDIVIDUALS AND FAMILIES 5,000
    UNITED WAY OF GREATER NEW BEDFORD
    105 WILLIAM STREET
    NEW BEDFORD,MA02740
      501(C)(3) SUPPORT FOR A VARIETY OF SERVICES PROVIDED TO INDIVIDUALS AND FAMILIES 10,520
    URI FOUNDATION
    79 UPPER COLLEGE ROAD
    KINGSTON,RI02881
      501(C)(3) SUPPORT THE FIRST STAR URI ACADEMY 4,000
    WHALE
    128 UNION STREET
    NEW BEDFORD,MA02740
      501(C)(3) FUNDS USED TO SUPPORT THE ECONOMIC REVITALIZATION PROJECTS 1,000
    WILLIAM E TOLMAN HIGH SCHOOL
    150 EXCHANGE STREET
    PAWTUCKET,RI02860
      GRANT FOR EDUCATIONA SCHOLARSHIPS 1,000
    YMCA SOUTHCOAST
    18 S WATER ST
    NEW BEDFORD,MA02740
      501(C)(3) FUNDS USED FOR THE ACADEMIC ENRICHMENT CENTER RENOVATIONS 50,000
    YWCA SOUTHEASTERN MASSACHUSETTS
    20 SOUTH SIXTH STREET
    NEW BEDFORD,MA02740
      501(C)(3) FUNDS USED TO SUPPORT THE RESIDENTIAL SERVICES PROGRAM 15,000
    ZEITERION THEATRE INC
    684 PURCHASE STREET
    NEW BEDFORD,MA02740
      501(C)(3) FUNDS SUPPORT EDUCATIONAL PROGRAMS AND WORKSHOPS 7,500
    Total .................................bullet 3a 1,389,923
    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....     14 211,144  
    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.....         16,843
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 1,192,094  
    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 1,403,238 16,843
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,420,081
    (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.)
    7 MISCELLANEOUS INCOME
    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
    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.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the 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 on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, 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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION INC
     
    Employer identification number

    04-3332966
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    BCSB SECURITIES CORP INC
     

       
    35 BROADWAY
     
    TAUNTON, MA02780

    $1,004,540


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    BCSB SECURITIES CORP INC
     

       
    35 BROADWAY
     
    TAUNTON, MA02780

    $611,529


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION INC
     
    Employer identification number

    04-3332966
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    STOCK $1,004,504 2014-03-18
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    2
    STOCK $611,529 2014-10-02
    (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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    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
    that total 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  

    Use duplicate copies of Part III if additional space is needed.
    (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) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 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 8,046,634 8,046,634

    TY 2013 OtherDecreasesSchedule
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION INC
    EIN: 04-3332966
    Description Amount
    UNREALIZED FAS 115 GAIN 662,299


    TY 2013 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 2,558 0 0 0
    INVESTMENT FEES 39,168 39,168 0 0


    TY 2013 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 16,843 16,843 16,843


    TY 2013 OtherLiabilitiesSchedule
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION INC
    EIN: 04-3332966
    Description Beginning of Year - Book Value End of Year - Book Value
    CONTRIBUTIONS PAYABLE 0 52,200


    TY 2013 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
    EXCISE TAX 9,219 0 0 0