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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
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$9,137,871J 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).............. 2,202,645
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 247,837 247,837 247,837
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,052,808
b Gross sales price for all assets on line 6a 8,942,565
7 Capital gain net income (from Part IV, line 2)... 2,052,808
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........ 4,503,290 2,300,645 247,837
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)... Click to see attachment 20,645 0 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 51,137 48,459 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 71,782 48,459 0 0
25 Contributions, gifts, grants paid........ 1,659,693 1,659,693
26 Total expenses and disbursements. Add lines 24 and 25 1,731,475 48,459 0 1,659,693
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,771,815
b Net investment income (if negative, enter -0-) 2,252,186
c Adjusted net income (if negative, enter -0-)... 247,837
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 7 7,007 7,007
2 Savings and temporary cash investments.......... 168,608 207,200 207,200
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)........ 8,046,634 Click to see attachment8,923,664 8,923,664
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) 8,215,249 9,137,871 9,137,871
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 attachment52,200 Click to see attachment166,250
23 Total liabilities (add lines 17 through 22).......... 52,200 166,250
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 8,163,049 8,971,621
30 Total net assets or fund balances (see instructions)...... 8,163,049 8,971,621
31 Total liabilities and net assets/fund balances (see instructions).. 8,215,249 9,137,871
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 8,163,049
2 Enter amount from Part I, line 27a..................... 2 2,771,815
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 10,934,864
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 1,963,243
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 8,971,621
Form 990-PF (2014)
Form 990-PF (2014)
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 5,957,104   3,872,990 2,084,114
b 2,985,461   3,016,767 -31,306
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       2,084,114
b       -31,306
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 2,052,808
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 -31,306
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 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))
2013 1,376,184 7,351,683 0.187193
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
2 Total of line 1, column (d) ...................... 2 0.813936
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 0.162787
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 9,245,363
5 Multiply line 4 by line 3....................... 5 1,505,025
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 22,522
7 Add lines 5 and 6......................... 7 1,527,547
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,659,693
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 (2014)
Form 990-PF (2014)
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 22,522
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 22,522
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 22,522
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 14,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 9,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 23,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 478
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet478 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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 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
    9,381,928
    b
    Average of monthly cash balances.......................
    1b
    4,227
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,386,155
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    9,386,155
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    140,792
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,245,363
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    462,268
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    462,268
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    22,522
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    22,522
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    439,746
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    439,746
    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
    439,746
    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
    1,659,693
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,659,693
    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
    22,522
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,637,171
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 439,746
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 588,505
    b From 2010....... 651,495
    c From 2011....... 786,380
    d From 2012....... 945,138
    e From 2013....... 1,036,218
    fTotal of lines 3a through e......... 4,007,736
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 1,659,693
    a Applied to 2013, 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 2014 distributable amount..... 439,746
    e Remaining amount distributed out of corpus 1,219,947
    5 Excess distributions carryover applied to 2014. 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 5,227,683
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		588,505
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		4,639,178
    10 Analysis of line 9:
    a Excess from 2010.... 651,495
    b Excess from 2011.... 786,380
    c Excess from 2012.... 945,138
    d Excess from 2013.... 1,036,218
    e Excess from 2014.... 1,219,947
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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 (2014)
    Form 990-PF (2014)
    Page 11
    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     		  SCHOOL SCHOOL- HEALTH/HUMAN SERVICES 7,500
    AMEGO INC
    33 PERRY AVE
    ATTLEBORO,MA02703     		  501(C)(3) HEALTH/HUMAN SERVICES 10,000
    AMERICAN CANCER SOCIETY
    5 MANLEY STREET
    W BRIDGEWATER,MA02379     		  501(C)(3) HEALTH/HUMAN SERVICES 500
    AMERICAN HEART ASSOCIATION
    ONE STATE STREET SUITE 200
    PROVIDENCE,RI02908     		  501(C)(3) HEALTH/HUMAN SERVICES 10,000
    ARC OF BRISTOL COUNTY
    141 PARK STREET
    ATTLEBORO,MA02703     		  501(C)(3) CIVIC & COMMUNITY 12,000
    ASSOCIATES FOR HUMAN SERVICES
    68 ALLISON AVENUE
    TAUNTON,MA02780     		  501(C)(3) HEALTH/ HUMAN SERVICES 7,200
    ATTLEBORO AREA COUNCIL OF CHURCHES
    95 PINE STREET
    ATTLEBORO,MA02703     		  501(C)(3) HEALTH/ HUMAN SERVICES 6,500
    ATTLEBORO AREA SCHOOL TO CAREER
    42 UNION STREET
    ATTLEBORO,MA02703     		  501(C)(3) EDUCATION 10,000
    ATTLEBORO ARTS MUSEUM
    86 PARK STREET
    ATTLEBORO,MA02703     		  501(C)(3) ARTS & CULTURE 560
    ATTLEBORO ENTERPRISES INC
    284 JOHN DIETSCH BLVD
    NORTH ATTLEBORO,MA02763     		  501(C)(3) HEALTH/ HUMAN SERVICES 8,500
    ATTLEBORO HIGH SCHOOL
    100 RATHBUN WILLARD DRIVE
    ATTLEBORO,MA02703     		  SCHOOL EDUCATION 1,500
    ATTLEBORO PUBLIC SCHOOLS
    100 RATHBUN WILLARD DRIVE
    ATTLEBORO,MA02703     		SUSAN WITHERS- GRANDDAUGHTER- EMPLOYEE SCHOOL EDUCATION 20,000
    ATTLEBORO YMCA
    63 NORTH MAIN STREET
    ATTLEBORO,MA02703     		DENNIS KELLY, J. JEROME COOGAN, PATRICK MURRAY - BOARD 501(C)(3) HEALTH/ HUMAN SERVICES 21,500
    BISHOP CONNOLLY HIGH SCHOOL
    373 ELSBREE STREET
    FALL RIVER,MA02720     		  SCHOOL EDUCATION 10,000
    BISHOP FEEHAN HIGH SCHOOL
    70 HOLCOTT DRIVE
    ATTLEBORO,MA02703     		EDWARD PARISSEAU/DENNIS KELLY-DONOR SCHOOL EDUCATION 11,500
    BISHOP KEOUGH REGIONAL HIGH SCHOOL
    145 POWER ROAD
    PAWTUCKET,RI02860     		  SCHOOL EDUCATION 1,000
    BISHOP STANG HIGH SCHOOL
    500 SOLOCUM ROAD
    NORTH DARTMOUTH,MA02747     		  SCHOOL EDUCATION 10,000
    BLACKSTONE ACADEMY
    334 PLEASANT STREET
    PAWTUCKET,RI02860     		  SCHOOL EDUCATION 1,000
    BLACKSTONE VALLEY PREP MAYORAL ACADEMY
    291 BROAD STREET
    CUMBERLAND,RI02864     		  SCHOOL EDUCATION 12,500
    BLACKSTONE VALLEY TOURISM COUNCIL
    175 MAIN STREET
    PAWTUCKET,RI02860     		  501(C)(3) CIVIV & COMMUNICATION 2,500
    BOOKS ARE WINGS
    1005 MAIN STREET SUITE 8233A
    PAWTUCKET,RI02860     		  501(C)(3) EDUCATION 6,500
    BOYS & GIRLS CLUB OF FALL RIVER
    PO BOX 5155 803 BEDFORD STREET
    FALL RIVER,MA02723     		  501(C)(3) HEALTH/ HUMAN SERVICES 11,250
    BOYS & GIRLS CLUB OF GREATER NEW BEDFORD
    166 JENNEY STREET
    NEW BEDFORD,MA02740     		  501(C)(3) HEATH/ HUMAN SERVICES 11,400
    BOYS & GIRLS CLUB OF PAWTUCKET
    ONE MOELLER PLACE
    PAWTUCKET,RI02860     		MICHELE ROBERTS- BOARD MEMBER 501(C)(3) YOUTH ORGANIZATION 16,000
    BOYS & GIRLS CLUB OF TAUNTON INC
    31 COURT ST
    TAUNTON,MA02780     		LOUIS RICCIARDI- BOARD MEMBER 501(C)(3) HEATH/ HUMAN SERVICES 24,500
    BRIDGEWATER STATE COLLEGE FOUNDATION
    PO BOX 42
    BRIDGEWATER,MA02324     		  501(C)(3) EDUCATION 6,900
    BRIDGEWATER-RAYNHAM CITIZEN'S SCHOLARSHIP
    PO BOX 380
    BRIDGEWATER,MA02324     		  501(C)(3) EDUCATION 1,500
    BRISTOL AGRICULTURAL HIGH SCHOOL
    135 CENTER STREET
    DIGHTON,MA02715     		  501(C)(3) EDUCATION 1,500
    BRISTOL COMMUNITY COLLEGE FOUNDATION
    777 ELSBREE STREET
    FALL RIVER,MA02720     		PATRICK MURRAY- BOARD MEMBER 501(C)(3) EDUCATION 54,304
    BRISTOL-PLYMOUTH REGIONAL TECHNICAL HIGH SCHOOL
    207 HART STREET
    TAUNTON,MA02780     		  501(C)(3) EDUCATION 26,500
    BUTTONWOOD PARK ZOOLOGICAL SOCIETY INC
    425 HAWTHORN STREET
    NEW BEDFORD,MA02740     		  SCHOOL CIVIC & COMMUNITY 5,430
    CAMP RUGGLES INC
    PO BOX 353
    CHEPACHET,RI02814     		  SCHOOL HEALTH/ HUMAN SERVICES 4,000
    CATHOLIC SOCIAL SERVICES OF FALL RIVER
    1600 BAY STREET
    FALL RIVER,MA02724     		  SCHOOL CIVIC & COMMUNITY 20,000
    CEREBRAL PALSY COUNCIL
    D/B/A SCHWARTZ CENTER FOR CHILDR
    ONE POSA PLACE
    DARTMOUTH,MA02747     		MICHELE ROBERTS- BOARD MEMBER 501(C)(3) HEALTH/ HUMAN SERVICES 21,000
    CHARLES SHEA HIGH SCHOOL
    485 EAST AVENUE
    PAWTUCKET,RI02860     		  SCHOOL EDUCATION 1,000
    CHILD & FAMILY SERVICES INC
    3057 ACUSHNET AVENUE
    NEW BEDFORD,MA02745     		  501(C)(3) HEALTH/ HUMAN SERVICES 1,600
    CHILDREN'S ADVOCACY CENTER OF BRISTOL COUNTY
    58 ARCH STREET
    FALL RIVER,MA02724     		MICHELE ROBERTS-BOARD MEMBER 501(C)(3) HEALTH/ HUMAN SERVICES 19,200
    CHILDREN'S FRIEND & SERVICE
    153 SUMMER STREET
    PROVIDENCE,RI02903     		  501(C)(3) HEALTH/ HUMAN SERVICES 7,500
    CHILDREN'S MUSEUM OF GREATER FALL RIVER
    441 NORTH MAIN STREET
    FALL RIVER,MA02720     		  501(C)(3) ARTS & CULTURE 15,000
    CITIZENS' SCHOLARSHIP FOUNDATION
    PO BOX 696
    REHOBOTH,MA02769     		  501(C)(3) EDUCATION 2,100
    COASTLINE EAP
    300 CENTERVILLE ROAD SUITE 301
    WARWICK,RI02886     		  501(C)(3) HEALTH/ HUMAN SERVICES 1,000
    COMMUNITY COUNSELING OF BRISTOL COUNTY
    ONE WASHINGTON STREET
    TAUNTON,MA02780     		  501(C)(3) HEALTH/ HUMAN SERVICES 7,500
    COMMUNITY DEVELOPMENT FOR ATTLEBORO INC
    77 PARK STREET GOVERNMENT CENTER
    ATTLEBORO,MA02703     		  501(C)(3) CIVIC & COMMUNITY 17,000
    COMMUNITY FOUNDATION OF SE MA
    30 CORNELL STREET
    NEW BEDFORD,MA02740     		  501(C)(3) CIVIC & COMMUNITY 26,360
    COYLE AND CASSIDY HIGH SCHOOL
    2 HAMILTON STREET
    TAUNTON,MA02780     		  SCHOOL EDUCATION 8,700
    CREDIT FOR LIFE FALL RIVER
    330 SWANSEA MALL DRIVE
    SWANSEA,MA02777     		  501(C)(3) EDUCATION 500
    CSI CHARITABLE FOUNDATION INC
    453 SOUTH MAIN STREET
    ATTLEBORO,MA02703     		  501(C)(3) HEALTH/ HUMAN SERVICES 700
    DENNISON MEMORIAL COMMUNITY CENTER
    755 SOUTH FIRST STREET
    NEW BEDFORD,MA02744     		  501(C)(3) HEALTH/ HUMAN SERVICES 10,000
    DIGHTON-REHOBOTH REGIONAL HIGH SCHOOL
    2700 REGIONAL ROAD
    NORTH DIGHTON,MA02764     		  501(C)(3) EDUCATION 800
    DIOCESE OF FALL RIVER
    PO BOX 1470
    FALL RIVER,MA02722     		DENNIS KELLY- BOARD MEMBER OF FACE 501(C)(3) EDUCATION 9,500
    DOWNTOWN ASSOCIATES OF NORTH ATTLEBOROUGH
    PO BOX 407
    NORTH ATTLEBORO,MA02761     		  501C3 CIVIC & COMMUNITY 2,500
    DOWNTOWN NEW BEDFORD INC
    105 WILLIAM STREET
    NEW BEDFORD,MA02740     		  501(C)(3) CIVIC & COMMUNITY 40,500
    DOWNTOWN TAUNTON FOUNDATION INC
    8 TRESCOTT STREET SUITE 1
    TAUNTON,MA02780     		PATRICK MURRAY- BOARD MEMBER & TRESURER 501(C)(3) CIVIC & COMMUNITY 7,500
    ESC NEW ENGLAND
    176 FEDERAL STREET SUITE 5-C
    BOSTON,MA02110     		  501(C)(3) EDUCATION 10,000
    EXCHANGE STREET OPEN STUDIO PLUS
    10 EXCHANGE COURT UNIT 504
    PAWTUCKET,RI02860     		  501(C)(3) ARTS & CULTURE 2,500
    FALL RIVER PUBLIC SCHOOLS
    417 ROCK STREET
    FALL RIVER,MA02720     		  SCHOOL EDUCATION 20,000
    FRIENDS OF THE ACUSHNET PUBLIC LIBRARY
    88 MAIN STREET
    ACUSHNET,MA02743     		  SCHOOL EDUCAITON 13,000
    GIFTS TO GIVE
    21 COVE STREET
    NEW BEDFORD,MA02744     		  501(C)(3) CIVIC & COMMUNITY 10,000
    GREATER FALL RIVER RECREATION COMMITTEE INC
    72 BANK STREET
    FALL RIVER,MA02720     		  501(C)(3) YOUTH ORGANIZATIONS 1,000
    GREATER TAUNTON CHARITABLE FOUNDATION
    PO BOX 577
    EAST TAUNTON,MA02718     		  501(C)(3) CIVIC & COMMUNITY 1,000
    GREATER TAUNTON COMMUNITY SERVICES CENTER INC
    111 HIGH STREET
    TAUNTON,MA02780     		  501(C)(3) CIVIC & COMMUNITY 10,000
    HEIDREA FOR HEROES
    275B COURT STREET
    PLYMOUTH,MA02360     		  501(C)(3) HEALTH/ HUMAN SERVICES 5,000
    HOCKOMOCK YMCA
    300 ELMWOOD STREET
    NORTH ATTLEBORO,MA02760     		DENNIS KELLY, PATRICK MURRAY, DENNIS LEAHY- CORPORATORS 501(C)(3) HEALTH/ HUMAN SERVICES 21,736
    HOPEWELL ELEMENTARY SCHOOL
    16 MONROE STREET
    TAUNTON,MA02780     		MICHELE ROBERTS- BOARD MEMBER 501(C)(3) EDUCATION 20,000
    HORIZONS FOR HOMELESS CHILDREN
    1705 COLUMBUS AVENUE
    ROXBURY,MA02119     		  501(C)(3) EDUCATION 3,000
    JACQUELINE M WALSH SCHOOL
    350 DIVISION STREET
    PAWTUCKET,RI02860     		  SCHOOL EDUCAITON 1,000
    JEFFREY OSBORNE FOUNDATION
    PO BOX 9521
    PROVIDENCE,RI02904     		  501(C)(3) ARTS & CULTURE 15,000
    JUNIOR ACHIEVEMENT OF SOUTHERN MA
    227 UNION STREET SUITE 703
    NEW BEDFORD,MA02740     		  501(C)(3) EDUCATION 10,000
    JUSTICE RESOURCE INSTITUTE INC
    70 MAIN STREET
    TAUNTON,MA02780     		  501(C)(3) EDUCATION 3,750
    KATIE BROWN EDUCATIONAL PROGRAM INC
    10 PURCHASE STREET
    FALL RIVER,MA02720     		  501(C)(3) EDUCATION 7,500
    KENNEDY DONOVAN CENTER INC
    ONE COMMERCIAL STREET
    FOXBORO,MA02035     		  501(C)(3) HEALTH/ HUMAN SERVICES 10,000
    MARCH OF DIMES
    220 WEST EXCHANGE STREET SUITE 210
    PROVIDENCE,RI02903     		  501(C)(3) HEALTH/ HUMAN SERVICES 1,900
    MASONIC ANGEL FOUNDATION INC
    PO BOX 1389
    ORLEANS,MA02653     		  501(C)(3) CIVIC & COMMUNITY 1,000
    MASS BANKERS ASSOC CHARITABLE FOUND
    ONE WASHINGTON MALL 8TH FLOOR
    BOSTON,MA02108     		  501(C)(3) OTHER 3,000
    MASSACHUSETTS AUDUBON SOCIETY INC
    1417 PARK STREET
    ATTLEBORO,MA02703     		  501(C)(3) OTHER 3,000
    MASSASOIT COMMUNITY COLLEGE FOUNDATION INC
    ONE MASSASOIT BLVD
    BROCKTON,MA02302     		  SCHOOL EDUCATION 21,000
    MEMORIAL HOSPITAL OF RHODE ISLAND
    111 BREWSTER STREET
    PAWTUCKET,RI02860     		  501(C)(3) HEALTH/ HUMAN SERVICES 13,588
    NARRAGANSETT COUNCIL BOY SCOUTS OF AMERICA
    152 WEST MAIN STREET
    NORTON,MA02766     		DENNIS LEAHY/ PATRICK MURRAY -BOARDMEMBER 501(C)(3) YOUTH ORGANIZATIONS 14,348
    NARROWS CENTER FOR THE ARTS INC
    16 ANAWON STREET
    FALL RIVER,MA02721     		  501(C)(3) ARTS & CULTURE 2,500
    NATIVITY PREPARATORY SCHOOL NEW BEDFORD
    66 SPRING STREET
    NEW BEDFORD,MA02740     		  SCHOOL EDUCATION 10,370
    NEW BEDFORD ART MUSEUMARTWORKS
    384 ACUSHNET AVENUE
    NEW BEDFORD,MA02740     		  501(C)(3) ARTS & CULTURE 6,000
    NEW BEDFORD ECONOMIC DEVELOPMENT COUNCIL
    1213 PURCHASE STREET 3RD FLOOR
    NEW BEDFORD,MA02740     		  501(C)(3) ECONOMIC DEVELOPMENT 5,000
    NEW BEDFORD FESTIVAL THEATER
    684 PURCHASE STREET
    NEW BEDFORD,MA02740     		  501(C)(3) ARTS & CULTURE 5,000
    NEW BEDFORD PUBLIC SCHOOLS
    455 COUNTY STREET
    NEW BEDFORD,MA02740     		  SCHOOL EDUCATION 2,500
    NEW BEDFORD STAR KIDS SCHOLARSHIP PROGRAM
    PO BOX 79198
    DARTMOUTH,MA02747     		  501(C)(3) EDUCATION 6,000
    NEW HOPE INC
    140 PARK STREET
    ATTLEBORO,MA02703     		  501(C)(3) EDUCATION 12,000
    NEWMAN YMCA
    472 TAUNTON AVENUE
    SEEKONK,MA02771     		  501(C)(3) EDUCATION 5,000
    NORTH ATTLEBORO HIGH SCHOOL
    1 WILSON W WHITTY WAY
    NORTH ATTLEBORO,MA02760     		  SCHOOL EDUCATION 1,500
    NORTH ATTLEBOROUGH PUBLIC SCHOOLS
    6 MORSE STREET
    NORTH ATTLEBOROUGH,MA02760     		DENNIS KELLY - DAUGHTER-IN-LAW EMPLOYEE SCHOOL EDUCATION 20,500
    OCEAN STATE MONTESSORI SCHOOL
    100 GROVE STREET
    EAST PROVIDENCE,RI02914     		  501(C)(3) EDUCATION 500
    OLD COLONY HISTORICAL SOCIETY
    66 CHURCH GREEN
    TAUNTON,MA02780     		  501(C)(3) ARTS & CULTURE 4,600
    OLD COLONY YMCA
    71 COHANNET STREET
    TAUNTON,MA02780     		RUSSEL F. MARTORANA- BOARD MEMBER (GENERAL) 501(C)(3) HEALTH/ HUMAN SERVICES 6,000
    OLD DARTMOUTH HISTORICAL SOCIETY
    18 JOHNNY CAKE HILL
    NEW BEDFORD,MA02740     		  501(C)(3) ARTS & CULTURE 18,000
    OLD SLATER MILL ASSOCIATION
    67 ROOSEVELT AVENUE
    PAWTUCKET,RI02860     		  501(C)(3) EDUCATION 6,000
    OUR DAILY BREAD SOUP KITCHEN
    PO BOX149 111 HIGH STREET
    TAUNTON,MA02780     		  501(C)(3) HEALTH/ HUMAN SERVICES 7,500
    OUR LADY OF LOURDES
    52 1ST STREET
    TAUNTON,MA02780     		  SCHOOL EDUCATION 850
    OUR SISTERS' SCHOOL INC
    145 BROWNELL AVE
    NEW BEDFORD,MA02740     		  SCHOOL EDUCATION 10,000
    PAN MASSACHUSETTS CHALLENGE TRUST
    430 HODGES STREET
    TAUNTON,MA02780     		  501(C)(3) HEALTH/ HUMAN SERVICES 100
    PAWTUCKET BUSINESS DEVELOPMENT CORPORATION
    175 MAIN STREET
    PAWTUCKET,RI02860     		  501(C)(3) ECONOMIC DEVELOPMENT 5,500
    PAWTUCKET FOUNDATION
    PO BOX 515
    PAWTUCKET,RI02860     		MICHELE ROBERTS- BOARD MEMBER 501(C)(3) ECONOMIC DEVELOPMENT 14,750
    PAWTUCKET SOUP KITCHEN
    195 WALCOTT STREET
    PAWTUCKET,RI02860     		  501(C)(3) HEALTH/ HUMAN SERVICES 2,000
    PEOPLE INC
    4 SOUTH MAIN STREET
    FALL RIVER,MA02721     		  501(C)(3) HEALTH/ HUMAN SERVICES 2,500
    PRIDE INC
    3 MAPLE STREET
    TAUNTON,MA02780     		  501(C)(3) HEALTH/ HUMAN SERVICES 5,000
    PRINCE HENRY SOCIETY OF MASS INC
    PO BOX 6726
    NEW BEDFORD,MA02742     		  501(C)(3) CIVIC & COMMUNITY 1,100
    PRO-HOME INC
    40 SUMMER STREET
    TAUNTON,MA02780     		  501(C)(3) HOUSING 20,000
    RHODE ISLAND INSTITUTE FOR NURSING
    150 WASHINGTON STREET SUITE 415
    PROVIDENCE,RI02903     		  501(C)(3) EDUCATION 396
    SAINT CECILA SCHOOL
    755 CENTRAL AVENUE
    PAWTUCKET,RI02861     		  SCHOOL EDUCATION 1,200
    SANDRA FEINSTEIN GAMM THEATRE
    172 EXCHANGE STREET
    PAWTUCKET,RI02860     		  501(C)(3) ARTS & CULTURE 5,000
    SEED CORPORATION
    80 DEAN STREET
    TAUNTON,MA02780     		  501(C)(3) ECONOMIC DEVELOPMENT 1,000
    SOUTHCOAST HOSPITALS GROUP INC
    101 PAGE STREET
    NEW BEDFORD,MA02740     		  501(C)(3) HEALTH/ HUMAN SERVICES 20,000
    SOUTHCOAST VISITING NURSE ASSOCIATION
    200 MILL ROAD
    FAIRHAVEN,MA02719     		  501(C)(3) HEALTH/ HUMAN SERVICES 500
    ST JOHN THE EVANGELIST SCHOOL
    13 HODGES STREET
    ATTLEBORO,MA02703     		DENNIS KELLY- DONOR/MEMBER OF PRINCIP. ADVISORY COUNCIL SCHOOL EDUCATION 7,720
    ST JUDE CHAPTER OF ST VINCENT DE PAUL SOCIETY
    193 TREMONT 116
    TAUNTON,MA02780     		  501(C)(3) HEALTH/ HUMAN SERVICES 2,500
    ST MARY'S PRIMARY SCHOOL
    106 WASHINGTON STREET
    TAUNTON,MA02780     		  SCHOOL EDUCATION 710
    ST RAPHAEL ACADEMY
    123 WOLCOTT STREET
    PAWTUCKET,RI02860     		  SCHOOL EDUCATION 2,000
    ST VINCENT DE PAUL - HOLY FAMILY CONFERENCE
    372 MIDDLEBORO AVENUE
    EAST TAUNTON,MA02718     		  501(C)(3) CIVIC & COMMUNITY 2,500
    ST VINCENT DEPAUL SOCIETY - ATTLEBORO
    1131 OAK HILL AVENUE
    ATTLEBORO,MA02703     		  501(C)(3) CIVIC & COMMUNITY 23,000
    ST VINCENT DEPAUL SOCIETY-ANNUNCIATION OF THE LORD PARISH
    311 SOMERSET AVENUE
    TAUNTON,MA02780     		  501(C)(3) CIVIC & COMMUNITY 2,500
    ST VINCENT'S HOME CORPORATION
    2425 HIGHLAND AVENUE
    FALL RIVER,MA02720     		  501(C)(3) CIVIC & COMMUNITY 7,100
    STAR PLAYERS OF BRISTOL COUNTY INC
    PO BOX 2780
    TAUNTON,MA02780     		  501(C)(3) EDUCATION 1,000
    STEPPINGSTONE INC
    522 NORTH MAIN STREET
    FALL RIVER,MA02724     		  501(C)(3) HEALTH/ HUMAN SERVICES 25,000
    STURDY MEMORIAL FOUNDATION
    211 PARK STREET PO BOX 2963
    ATTLEBORO,MA02703     		DENNIS KELLY- BOARD MEMBER 501(C)(3) HEALTH/ HUMAN SERVICES 1,280
    TAUNTON AREA COMMUNITY TABLE INC
    PO BOX 2225 378 BAY STREET
    TAUNTON,MA02780     		  501(C)(3) CIVIC & COMMUNITY 3,500
    TAUNTON AREA SCHOOL TO CAREER INC
    ONE TAUNTON GREEN SUITE 1
    TAUNTON,MA02780     		  501(C)(3) EDUCATION 16,500
    TAUNTON EMERGENCY TASK FORCE
    141 OAK STREET
    TAUNTON,MA02780     		  501(C)(3) CIVIC & COMMUNITY 5,000
    TAUNTON HIGH SCHOOL
    50 WILLIAMS STREET
    TAUNTON,MA02780     		  SCHOOL EDUCATION 5,000
    TAUNTON PUBLIC SCHOOLS
    50 WILLIAMS STREET
    TAUNTON,MA02780     		MARJORIE LARGEY- DAUGHTER EMPLOYEE SCHOOL EDUCATION 25,000
    THE ARC OF BLACKSTONE VALLEY
    115 MANTON STREET
    PAWTUCKET,RI02861     		  501(C)(3) HEALTH/ HUMAN SERVICES 5,300
    THE FALL RIVER ROTARY CLUB CHARITABLE FOUNDATION TRUST
    PO BOX 1802
    FALL RIVER,MA02722     		  501(C)(3) CIVIC & COMMUNITY 1,000
    THE JULIA CEKALA CHARITABLE FOUNDATION
    PO BOX 1070
    NORTH ATTLEBORO,MA02761     		  501(C)(3) CIVIC & COMMUNITY 2,000
    THE NEMASKET GROUP INC
    56 BRIDGE STREET
    FAIRHAVEN,MA02719     		  501(C)(3) HEALTH/ HUMAN SERVICES 2,000
    TRIUMPH INC
    100 HON GORDEN M OWEN RIVERWAY
    TAUNTON,MA02780     		  501(C)(3) EDUCATION 10,000
    USS MASS MEMORIAL COMMITTEE INC
    FIVE WATER STREET PO BOX 111
    FALL RIVER,MA02722     		  501(C)(3) CIVIC & COMMUNITY 40,000
    UASPIRE
    31 MILK STREET SUITE 900
    BOSTON,MA02109     		  501(C)(3) EDUCATION 2,500
    UMASS DARTMOUTH FOUNDATION INC
    285 OLD WESTPORT ROAD
    NORTH DARTMOUTH,MA02747     		  501(C)(3) EDUCATION 150,210
    UMD FOUNDATION - CMR
    200 MILL ROAD SUITE 150A
    FAIRHAVEN,MA02719     		  501(C)(3) EDUCATION 1,000
    UNITED WAY OF GREATER ATTLEBOROTAUNTON
    247 MAPLE STREET
    ATTLEBORO,MA02703     		DENNIS KELLY, J. JEROME COOGAN, PATRICK MURRAY - BOARD 501(C)(3) CIVIC & COMMUNITY 82,761
    UNITED WAY OF GREATER FALL RIVER
    80 NORTH MAIN STREET
    FALL RIVER,MA02720     		  501(C)(3) CIVIC & COMMUNITY 5,000
    UNITED WAY OF GREATER NEW BEDFORD
    105 WILLIAM STREET
    NEW BEDFORD,MA02742     		  501(C)(3) CIVIC & COMMUNITY 10,170
    URI FOUNDATION ON BEHALF OF THE FIRST STAR URI ACADEMY
    ACADEMY 79 UPPER COLLEGE ROAD
    KINGSTON,RI02881     		  501(C)(3) EDUCATION 5,000
    WATERFRONT HISTORIC AREA LEAGUE OF NEW BEDFORD
    128 UNION STREET
    NEW BEDFORD,MA02740     		  501(C)(3) ECONOMIC DEVELOPMENT 5,000
    WILLIAM E TOLMAN HIGH SCHOOL
    150 EXCHANGE STREET
    PAWTUCKET,RI02860     		  SCHOOL EDUCATION 1,000
    YMCA OF GREATER NEW BEDFORD
    276 GULF ROAD
    DARTMOUTH,MA02748     		  501(C)(3) HEALTH/ HUMAN SERVICES 50,000
    ZEITERION THEATRE INC
    684 PURCHASE STREET
    NEW BEDFORD,MA02740     		  501(C)(3) ARTS & CULTURE 5,000
    FRIENDS OF PAWTUCKET PUBLIC LIBRARY
    13 SUMMER STREET
    PAWTUCKET,RI02860     		  501(C)(3) EDUCATION 5,000
    BLACKSTONE VALLEY COMMUNITY ACTION PROGRAM
    32 GOFF AVENUE
    PAWTUCKET,RI02860     		  501(C)(3) CIVIC & COMMUNITY 5,000
    THE PATUCKET FOUNDATION
    67 PARK PI
    PAWTUCKET,RI02860     		  501(C)(3) ECONOMIC DEVELOPMENT 10,000
    REACH OUT AND READ RHODE ISLAND
    ONE RICHMOND SQUARE STE 158E
    PROVIDENCE,RI02906     		  501(C)(3) EDUCATION 2,500
    RHODE ISLAND NURSES INSTITUTE MIDDLE COLLEGE CHARTER SCHOOL
    4TH 150 WASHINGTON ST
    PROVIDENCE,RI02903     		  SCHOOL EDUCATION 6,250
    RI PHILHARMONIC ORCHESTRA & MUSIC SCHOOL
    667 WATERMAN AVENUE
    EAST PROVIDENCE,RI02914     		  501(C)(3) EDUCATION 2,500
    BUTTONWOOD PARK ZOO
    425 HAWTHORN STREET
    NEW BEDFORD,MA02740     		  501(C)(3) CIVIC & COMMUNITY 100,000
    NEW BEDFORD WOMEN'S CENTER
    405 COUNTY STREET
    NEW BEDFORD,MA02740     		  501(C)(3) HEALTH/ HUMAN SERVICES 7,500
    GLOBAL LEARNING CHARTER PUBLIC SCHOOL
    190 ASHLEY BLVD
    NEW BEDFORD,MA02746     		  501(C)(3) EDUCATION 5,000
    YWCA SOUTHEASTERN MASSACHUSETTS
    20 SOUTH SIXTH STREET
    NEW BEDFORD,MA02740     		  501(C)(3) HEALTH/ HUMNAN SERVICES 7,000
    GIRL SCOUTS OF SEMA
    95 BERKELEY STREET
    BOSTON,MA02116     		  501(C)(3) YOUTH ORGANIZATIONS 3,000
    NEW BEDFORD SYMPHONY ORCHESTRA
    PO BOX 2053
    NEW BEDFORD,MA02741     		  501(C)(3) ARTS & CULTURE 5,000
    COMMUNITY FOUNDATION OF SEMA (AHA)
    30 CORNELL STREET
    NEW BEDFORD,MA02740     		  501(C)(3) ART & CULTURE 2,500
    GREATER NEW BEDFORD WORKFORCE INVESTMENT BOARD
    227 UNION STREET SUITE 206
    NEW BEDFORD,MA02740     		  501(C)(3) ECONOMIC DEVELOPMENT 5,000
    Total .................................bullet 3a 1,659,693
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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....     14 247,837  
    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 2,052,808  
    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 2,300,645 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,300,645
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    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
    2014
    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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    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
    BRISTOL COUNTY SAVINGS BANK
     

       
    35 BROADWAY
     
    TAUNTON, MA02780

    		$633,400


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    BRISTOL COUNTY SAVINGS BANK
     

       
    35 BROADWAY
     
    TAUNTON, MA02780

    		$232,605


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    BRISTOL COUNTY SAVINGS BANK
     

       
    35 BROADWAY
     
    TAUNTON, MA02780

    		$169,695


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

       
    35 BROADWAY
     
    TAUNTON, MA02780

    		$405,720


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    BRISTOL COUNTY SAVINGS BANK
     

       
    35 BROADWAY
     
    TAUNTON, MA02780

    		$250,175


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    BRISTOL COUNTY SAVINGS BANK
     

       
    35 BROADWAY
     
    TAUNTON, MA02780

    		$253,980


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    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
    7
    BRISTOL COUNTY SAVINGS BANK
     

       
    35 BROADWAY
     
    TAUNTON, MA02780

    		$257,070


    (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.)
    (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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    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- 5,000 SHARES AMERIPRISE FINANCIAL, INC. - CUSIP - 07076C106 $ 633,400 2014-12-15
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 STOCK- 4,500 SHARES AMERICAN WATER WORKS- CUSIP - 030420103B $ 232,605 2014-12-15
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    3
    		 STOCK- 500 SHARES BLACKROCK INC. - CUSIP - 09247X101 $ 169,695 2014-12-15
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    4
    		 STOCK- 6,900 SHARES DELUXE CORPORTATION - CUSIP - XXX-XX-XXXX $ 405,720 2014-12-15
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    5
    		 STOCK- 2,500 SHARES HOME DEPOT- CUSIP - 437076102D $ 250,175 2014-12-15
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    6
    		 STOCK- 4,500 SHARES MARSH MCCLENNAN- CUSIP - 571748102A $ 253,980 2014-12-15
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    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
    7
    		 STOCK- 5,500 SHARES MICROSOFT CORP. - CUSIP - 594918104G $ 257,070 2014-12-15
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION INC
          		Employer identification number

    04-3332966
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. 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) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 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 8,923,664 8,923,664

    TY 2014 OtherDecreasesSchedule
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION INC
    EIN: 04-3332966
    Description Amount
       


    TY 2014 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 2,678 0 0 0
    INVESTMENT FEES 48,459 48,459 0 0


    TY 2014 OtherLiabilitiesSchedule
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION INC
    EIN: 04-3332966
    Description Beginning of Year - Book Value End of Year - Book Value
    CONTRIBUTIONS PAYABLE 52,200 166,250


    TY 2014 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 500 0 0 0
    EXCISE TAX 20,145 0 0 0