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
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 11-01-2015 , and ending 10-31-2016
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:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$9,894,147
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,556,530
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 190,172 190,172 190,172
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,512,661
b Gross sales price for all assets on line 6a 7,706,368
7 Capital gain net income (from Part IV, line 2)... 1,512,661
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........ 4,259,363 1,702,833 190,172
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)... 15,692 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)....... 46,603 46,456 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 62,295 46,456 0 0
25 Contributions, gifts, grants paid....... 1,634,579 1,634,579
26 Total expenses and disbursements. Add lines 24 and 25 1,696,874 46,456 0 1,634,579
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,562,489
b Net investment income (if negative, enter -0-) 1,656,377
c Adjusted net income (if negative, enter -0-)... 190,172
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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............. 7,007 1,433 1,433
2 Savings and temporary cash investments......... 207,200 17,241 17,241
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)....... 8,923,664 Click to see attachment9,875,473 9,875,473
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) 9,137,871 9,894,147 9,894,147
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 attachment166,250 Click to see attachment20,000
23 Total liabilities (add lines 17 through 22)......... 166,250 20,000
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 8,971,621 9,874,147
30 Total net assets or fund balances (see instructions)..... 8,971,621 9,874,147
31 Total liabilities and net assets/fund balances (see instructions). 9,137,871 9,894,147
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
8,971,621
2
Enter amount from Part I, line 27a .....................
2
2,562,489
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
11,534,110
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,659,963
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
9,874,147
Form 990-PF (2015)
Form 990-PF (2015)
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 FOUNDATION FUND D    
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 2,848,077   2,992,951 -144,874
b 3,031,529   2,617,259 414,270
c 1,826,762   583,497 1,243,265
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       -144,874
b       414,270
c       1,243,265
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 1,512,661
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 -144,874
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))
2014 1,637,171 9,245,363 0.177080
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
2
Total of line 1, column (d) .....................
20.858557
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
0.171711
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
8,906,343
5
Multiply line 4 by line 3......................
5
1,529,317
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
16,564
7
Add lines 5 and 6........................
7
1,545,881
8
Enter qualifying distributions from Part XII, line 4.............
8
1,634,579
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 16,564
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 16,564
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 16,564
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 6,478
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 16,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,478
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 246
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 5,668
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet5,668 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 2015 or the taxable year beginning in 2015 (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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 2015, 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  
    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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (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 (2015)
    Form 990-PF (2015)
    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
    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  
    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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    9,047,817
    b
    Average of monthly cash balances.......................
    1b
    -5,844
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,041,973
    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
    9,041,973
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    135,630
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,906,343
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    445,317
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    445,317
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    16,564
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    16,564
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    428,753
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    428,753
    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
    428,753
    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
    1,634,579
    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
    1,634,579
    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
    16,564
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,618,015
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 428,753
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 651,495
    b From 2011...... 786,380
    c From 2012...... 945,138
    d From 2013...... 1,036,218
    e From 2014...... 1,219,947
    fTotal of lines 3a through e........ 4,639,178
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 1,634,579
    a Applied to 2014, 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 2015 distributable amount..... 428,753
    e Remaining amount distributed out of corpus 1,205,826
    5 Excess distributions carryover applied to 2015. 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 5,845,004
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. 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 2010 not
    applied on line 5 or line 7 (see instructions) ...
    651,495
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    5,193,509
    10 Analysis of line 9:
    a Excess from 2011.... 786,380
    b Excess from 2012.... 945,138
    c Excess from 2013.... 1,036,218
    d Excess from 2014.... 1,219,947
    e Excess from 2015.... 1,205,826
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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 (2015)
    Form 990-PF (2015)
    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 EDUCATION 5,000
    AMEGO INC
    33 PERRY AVE
    ATTLEBORO,MA02703
      501(C)(3) HEALTH/HUMAN SERVICES 20,000
    AMERICAN CANCER SOCIETY
    5 MANLEY STREET
    W BRIDGEWATER,MA02379
      501(C)(3) HEALTH/HUMAN SERVICES 500
    AMERICAN HEART ASSOCIATION
    1 STATE STREET SUITE 200
    PROVIDENCE,RI02908
      501(C)(3) HEALTH/HUMAN SERVICES 10,000
    ANNE KENNEALLY HYNES MEMORIAL SCHOLARSHIP INC
    91 WATERMAN STREET
    EAST BRIDGEWATER,MA02333
      501(C)(3) EDUCATION 4,400
    ARC OF BRISTOL COUNTY
    141 PARK STREET
    ATTLEBORO,MA02703
      501(C)(3) HEALTH/HUMAN SERVICES 5,000
    ASSOCIATES FOR HUMAN SERVICES
    68 ALLISON AVENUE
    TAUNTON,MA02780
      501(C)(3) HEALTH/HUMAN SERVICES 3,000
    ASSOCIATES FOR HUMAN SERVICES INC - TAUNTON AREA SCHOOL TO CAREER
    60 ALLISON AVENUE
    TAUNTON,MA02780
      501(C)(3) YOUTH ORGANIZATIONS 10,000
    ATTLEBORO AREA COUNCIL OF CHURCHES
    95 PINE ST
    ATTLEBORO,MA02703
      501(C)(3) HEALTH/HUMAN SERVICES 1,000
    ATTLEBORO AREA SCHOOL TO CAREER
    42 UNION STREET
    ATTLEBORO,MA02703
      501(C)(3) EDUCATION 10,000
    ATTLEBORO ARTS MUSEUM
    88 PARK STREET
    ATTLEBORO,MA02703
      501(C)(3) ARTS & CULTURE 560
    ATTLEBORO HIGH SCHOOL
    100 RATHBUN WILLARD DRIVE
    ATTLEBORO,MA02703
      SCHOOL EDUCATION 1,500
    ATTLEBORO YMCA
    63 NORTH MAIN STREET
    ATTLEBORO,MA02703
    DENNIS KELLY, J. JEROME COOGAN, PATRICK MURRAY 501(C)(3) HEALTH/HUMAN SERVICES 21,739
    BISHOP CONNOLLY HIGH SCHOOL
    500 SLOCUM ROAD
    DARTMOUTH,MA02747
      SCHOOL EDUCATION 10,000
    BISHOP FEEHAN HIGH SCHOOL
    70 HOLCOTT DRIVE
    ATTLEBORO,MA02703
      SCHOOL EDUCATION 12,125
    BLACKSTONE ACADEMY
    334 PLEASANT STREET
    PAWTUCKET,RI02860
      SCHOOL EDUCATION 1,000
    BOOKS ARE WINGS
    1005 MAIN ST SUITE 8233
    PAWTUCKET,RI02864
      501(C)(3) EDUCATION 5,000
    BOY SCOUTS OF AMERICA
    P O BOX 14777
    EAST PROVIDENCE,RI02914
    BOARD MEMBERS- DENNIS LEAHY/ PATRICK MURRAY 501(C)(3) YOUTH ORGANIZATIONS 25,000
    BOYS & GIRLS CLUB OF FALL RIVER
    803 BEDFORD STREET
    FALL RIVER,MA02723
      501(C)(3) YOUTH ORGANIZATIONS 10,000
    BOYS & GIRLS CLUB OF GREATER NEW BEDFORD
    166 JENNEY STREET
    NEW BEDFORD,MA02740
      501(C)(3) HEALTH/HUMAN SERVICES 1,302
    BOYS & GIRLS CLUB OF PAWTUCKET
    ONE MOELLER PLACE
    PAWTUCKET,RI02860
    MICHELE ROBERTS- BOARD MEMBE 501(C)(3) YOUTH ORGANIZATIONS 26,000
    BOYS & GIRLS CLUB OF TAUNTON INC
    31 COURT STREET
    TAUNTON,MA02780
    LOUIS RICCIARDI- BOARD MEMBE 501(C)(3) EDUCATION 46,500
    BRIDGEWATER STATE COLLEGE FOUNDATION
    131 SUMMER STREET
    BRIDGEWATER,MA02324
      SCHOOL EDUCATION 12,500
    BRISTOL AGRICULTURAL HIGH SCHOOL
    135 CENTER STREET
    DIGHTON,MA02715
      SCHOOL EDUCATION 1,500
    BRISTOL COMMUNITY COLLEGE FOUNDATION
    777 ELSBREE STREET
    FALL RIVER,MA02720
    PATRICK MURRAY- BOARD MEMBER SCHOOL EDUCATION 54,482
    BRISTOL-PLYMOUTH REGIONAL TECHNICAL HIGH SCHOOL
    207 HART STREET
    TAUNTON,MA02780
      SCHOOL EDUCATION 26,500
    BUTTONWOOD PARK ZOOLOGICAL SOCIETY INC
    425 HAWTHORN STREET
    NEW BEDFORD,MA02740
      501(C)(3) CIVIC & COMMUNITY 105,180
    CAMP ELLIE MAE
    747 WOOD STREET
    SWANSEA,MA02777
      501(C)(3) YOUTH ORGANIZATIONS 2,500
    CAMP RUGGLES INC
    PO BOX 353
    CHEPACHET,RI02814
      501(C)(3) OTHER 4,000
    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
    CHILDRENS' AQUARIUM & EXPLORATION CENTER OF GFR
    16 GRANITE STREET
    FALL RIVER,MA02720
      501(C)(3) ARTS & CULTURE 1,500
    CHILDREN'S FRIEND & SERVICE
    153 SUMMER STREET
    PROVIDENCE,RI02903
      501(C)(3) EDUCATION 3,000
    CHILDREN'S MUSEUM OF GREATER FALL RIVER
    441 NORTH MAIN STREET
    FALL RIVER,MA02720
      501(C)(3) ARTS & CULTURE 15,000
    CITIZENS SCHOLARSHIP
    PO BOX 696
    REHOBOTH,MA02769
      501(C)(3) EDUCATION 1,500
    COACHING4CHANGE
    75 AMORY ST THIRD FLOOR
    BOSTON,MA02119
      501(C)(3) EDUCATION 7,500
    COASTLINE ELDERLY SERVICES INC
    1646 PURCHASE STREET
    NEW BEDFORD,MA02740
      501(C)(3) HEALTH/HUMAN SERVICES 2,500
    COMMUNITY DEVELOPMENT FOR ATTLEBORO INC
    74 DEAN STREET
    ATTLEBORO,MA02703
      501(C)(3) HEALTH/HUMAN SERVICES 17,000
    COMMUNITY FOUNDATION OF SE MA
    30 CORNELL STREET
    NEW BEDFORD,MA02740
      501(C)(3) CIVIC & COMMUNITY 19,260
    COMMUNITY VNA
    10 EMORY STREET
    ATTLEBORO,MA02703
      501(C)(3) HEALTH/HUMAN SERVICES 1,500
    CORYS CAUSE INCORPORATED
    35 MELLOS FARM RD
    TAUNTON,MA02780
      501(C)(3) EDUCATION 3,000
    COYLE AND CASSIDY HIGH SCHOOL
    2 HAMILTON STREET
    TAUNTON,MA02780
      SCHOOL EDUCATION 11,000
    CSI CHARITABLE FOUNDATION INC
    453 SOUTH MAIN STREET
    ATTLEBORO,MA02703
      501(C)(3) CIVIC & COMMUNITY 550
    DARTMOUTH FRIENDS OF THE ELDERLY
    PO BOX 87113
    SOUTH DARTMOUTH,MA02748
      501(C)(3) CIVIC & COMMUNITY 500
    DENNISON MEMORIAL COMMUNITY CENTER
    755 SOUTH FIRST STREET
    NEW BEDFORD,MA02744
      501(C)(3) YOUTH ORGANIZATIONS 10,000
    DIGHTON-REHOBOTH REGIONAL HIGH SCHOOL
    2700 REGIONAL ROAD
    NORTH DIGHTON,MA02764
      SCHOOL EDUCATION 800
    DIOCESE OF FALL RIVER
    803 BEDFORD STREET
    FALL RIVER,MA02722
    DENNIS KELLY- BOARD MEMBER 501(C)(3) EDUCATION 9,000
    DOWNTOWN ASSOCIATES OF NORTH ATTLEBOROUGH
    31 NORTH WASHINGTON STREET - UNIT 3
    NORTH ATTLEBORO,MA02761
      501(C)(3) CIVIC & COMMUNITY 2,500
    DOWNTOWN NEW BEDFORD INC
    105 WILLIAM STREET STE 20
    NEW BEDFORD,MA02740
      501(C)(3) CIVIC & COMMUNITY 20,500
    DOWNTOWN TAUNTON FOUNDATION INC
    8 TRESCOTT STREET
    TAUNTON,MA02780
    PATRICK MURRAY- BOARD MEMBER 501(C)(3) CIVIC & COMMUNITY 10,000
    EDWARD M KENNEDY INSTITUTE
    COLUMBIA POINT 210 MORRISSEY
    BOULEVARD
    BOSTON,MA02125
      501(C)(3) EDUCATION 8,900
    ESC NEW ENGLAND
    176 FEDERAL STREET SUITE 5-C
    BOSTON,MA02110
      501(C)(3) CIVIC AND COMMUNITY 10,000
    FALL RIVER PUBLIC SCHOOLS
    417 ROCK STREET
    FALL RIVER,MA02720
      SCHOOL EDUCATION 20,000
    FALL RIVER RECREATION CENTER
    45 ROCK STREET
    FALL RIVER,MA02720
      501(C)(3) CIVIC & COMMUNITY 1,000
    FESTIVAL BALLET PROVIDENCE
    825 HOPE STREET
    PROVIDENCE,RI02906
      501(C)(3) ARTS & CULTURE 2,500
    FRIENDS OF ATTLEBORO RECREATION
    81 PINE STREET
    ATTLEBORO,MA02703
      501(C)(3) EDUCATION 5,000
    FRIENDS OF THE ATTLEBORO PUBLIC LIBRARY
    74 NORTH MAIN STREET
    ATTLEBORO,MA02703
      501(C)(3) EDUCATION 7,000
    GIFTS TO GIVE
    21 COVE STREET
    NEW BEDFORD,MA02744
      501(C)(3) CIVIC & COMMUNITY 10,000
    GIRL SCOUTS OF SOUTHEASTERN NEW ENGLAND
    500 GREENWICH AVENUE
    WARWICK,RI02886
      501(C)(3) YOUTH ORGANIZATIONS 3,600
    GOOD NEIGHBORS INC
    55 TURNER AVENUE RIVERSIDE
    EAST PROVIDENCE,RI02915
      501(C)(3) HEALTH/HUMAN SERVICES 5,000
    GREATER TAUNTON COMMUNITY SERVICES CENTER INC
    111 HIGH ST
    TAUNTON,MA02780
      501(C)(3) EDUCATION 10,000
    HEIDREA FOR HEROES INC
    10 CORDAGE PARK CIRCLE SUITE 224
    PLYMOUTH,MA02360
      501(C)(3) HEALTH/HUMAN SERVICES 8,000
    HOCKOMOCK YMCA
    300 ELMWOOD STREET
    NORTH ATTLEBORO,MA02760
    DENNIS KELLY, PATRICK MURRAY, DENNIS LEAHY 501(C)(3) HEALTH/HUMAN SERVICES 21,736
    HOPEWELL ELEMENTARY SCHOOL
    16 MONROE STREET
    TAUNTON,MA02780
    MICHELE ROBERTS SCHOOL EDUCATION 19,577
    HORIZONS FOR HOMELESS CHILDREN
    1705 COLUMBUS AVENUE
    ROXBURY,MA02119
      501(C)(3) HEALTH/HUMAN SERVICES 2,500
    HOUSING NETWORK OF RI
    1070 MAIN STREET
    PAWTUCKET,RI02860
      501(C)(3) HOUSING 6,000
    IMMIGRANTS' ASSISTANCE CENTER INC
    58 CRAPO STREET
    NEW BEDFORD,MA02740
      501(C)(3) EDUCATION 5,000
    JACQUELINE WALSH HIGH SCHOOL
    350 DIVISION STREET
    PAWTUCKET,RI02860
      SCHOOL EDUCATION 1,000
    JEANNE JUGAN RESIDENCE OF THE LITTLE SISTERS OF THE POOR
    964 MAIN STREET
    PAWTUCKET,RI02860
      501(C)(3) HEALTH/HUMAN SERVICES 5,650
    JUNIOR ACHIEVEMENT OF SOUTHERN MA
    227 UNION STREET SUITE 703
    NEW BEDFORD,MA02740
    LOUIS RICCIARDI 501(C)(3) EDUCATION 8,000
    JUNIOR ACHIEVEMENT OF SOUTHERN MA
    227 UNION STREET SUITE 703
    NEW BEDFORD,MA02740
    LOUIS RICCIARDI 501(C)(3) EDUCATION 10,000
    KATIE BROWN EDUCATIONAL PROGRAM INC
    10 PURCHASE STREET FIFTH FLOOR
    FALL RIVER,MA02720
      501(C)(3) HEALTH/HUMAN SERVICES 7,500
    KENNEDY DONOVAN CENTER INC
    ONE COMMERCIAL STREET
    FOXBORO,MA02035
      501(C)(3) HEALTH/HUMAN SERVICES 10,000
    LEADERSHIP SOUTHCOAST
    PO BOX 30001
    ACUSHNET,MA02743
      501(C)(3) EDUCATION 1,400
    LITTLE NORTH ATTLEBORO LEAGUE INC
    PO BOX 1285
    NORTH ATTLEBORO,MA02763
      501(C)(3) CIVIC & COMMUNITY 400
    LLOYD CENTER FOR THE ENVIRONMENT
    430 POTOMSKA ROAD
    DARTMOUTH,MA02748
      501(C)(3) EDUCATION 5,000
    MARCH OF DIMES
    220 W EXCHANGE STREET SUITE 3
    PROVIDENCE,RI02035
      501(C)(3) HEALTH/HUMAN SERVICES 2,700
    MARION INSTITUTE
    202 SPRING ST
    MARION,MA02738
      501(C)(3) OTHER 1,150
    MASONIC ANGEL FOUNDATION INC
    PO BOX 1389
    ORLEANS,MA02653
      501(C)(3) OTHER 1,000
    MASS BANKERS ASSOC CHARITABLE FOUND
    FLOOR 8 - ONE WASHINGTON MALL
    BOSTON,MA02108
      501(C)(3) OTHER 3,000
    MASSACHUSETTS AUDUBON SOCIETY INC
    1417 PARK ST
    ATTLEBORO,MA02703
      501(C)(3) EDUCATION 5,000
    MASSASOIT COMMUNITY COLLEGE
    ONE MASSASOIT BLVD
    BROCKTON,MA02302
      SCHOOL EDUCATION 20,000
    MASSASOIT COMMUNITY COLLEGE FOUNDATION INC
    1 MASSASOIT BOULEVARD
    BROCKTON,MA02302
      SCHOOL EDUCATION 1,000
    MEMORIAL HOSPITAL FOUNDATION
    111 BREWSTER STREET
    PAWTUCKET,RI02860
      501(C)(3) HEALTH/HUMAN SERVICES 13,772
    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 10,500
    NEW BEDFORD ART MUSEUM
    608 PLEASANT STREET
    NEW BEDFORD,MA02740
      501(C)(3) ARTS & CULTURE 5,000
    NEW BEDFORD ECONOMIC DEVELOPMENT COUNCIL
    1213 PURCHASE STREET
    NEW BEDFORD,MA02740
      501(C)(3) ECONOMIC DEVELOPMENT 5,000
    NEW BEDFORD FESTIVAL THEATER
    684 PURCHASE ST
    NEW BEDFORD,MA02740
      501(C)(3) ARTS & CULTURE 7,500
    NEW BEDFORD MUSEUM & ART CENTER INC
    384 ACUSHNET AVENUE
    NEW BEDFORD,MA02740
      501(C)(3) ARTS & CULTURE 1,000
    NEW BEDFORD PUBLIC SCHOOLS
    455 COUNTY STREET
    NEW BEDFORD,MA02740
      SCHOOL EDUCATION 42,500
    NEW BEDFORD STAR KIDS SCHOLARSHIP PROGRAM
    PO BOX 50494
    NEW BEDFORD,MA02745
      501(C)(3) EDUCATION 10,000
    NEW HOPE INC
    140 PARK STREET
    ATTLEBORO,MA02703
      501(C)(3) HEALTH/HUMAN SERVICES 1,000
    NEWMAN YMCA
    472 TAUNTON AVENUE
    SEEKONK,MA02771
      501(C)(3) YOUTH ORGANIZATIONS 5,000
    NORTH ATTLEBORO HIGH SCHOOL
    1 WILSON W WHITTY WAY
    N ATTLEBORO,MA02760
      SCHOOL EDUCATION 1,500
    NORTH ATTLEBORO PUBLIC SCHOOLS
    6 MORSE STREET
    NORTH ATTLEBOROUGH,MA02760
    DENNIS KELLY - DAUGHTER-IN-LAW-EMPLOYEE SCHOOL EDUCATION 20,500
    OLD COLONY HABITAT FOR HUMANITY
    PO BOX 100
    ATTLEBORO,MA02703
      501(C)(3) HOUSING 5,000
    OLD COLONY HISTORICAL SOCIETY
    66 CHURCH GREEN
    TAUNTON,MA02780
      501(C)(3) ARTS & CULTURE 500
    OLD COLONY YMCA
    71 COHANNET STREET
    TAUNTON,MA02780
    RUSSEL F. MARTORANA- BOARD MEMBER 501(C)(3) HEALTH/HUMAN SERVICES 6,000
    OLD DARTMOUTH HISTORICAL SOCIETY
    18 JOHNNY CAKE HILL
    NEW BEDFORD,MA02740
      501(C)(3) ARTS & CULTURE 18,075
    OUR LADY OF LOURDES SCHOOL
    52 FIRST STREET
    TAUNTON,MA02780
      SCHOOL EDUCATION 860
    OUR SISTERS' SCHOOL INC
    145 BROWNELL AVENUE
    NEW BEDFORD,MA02740
      SCHOOL EDUCATION 10,000
    PAN MASSACHUSETTS CHALLENGE TRUST
    430 HODGES STREET
    TAUNTON,MA02780
      501(C)(3) HEALTH/HUMAN SERVICES 100
    PARTNERS IN HOUSING INC
    8 GULF HILL DRIVE
    S DARTMOUTH,MA02748
      501(C)(3) HOUSING 5,000
    PAWTUCKET BUSINESS DEVELOPMENT CORPORATION
    420 MAIN STREET
    PAWTUCKET,RI02860
      501(C)(3) ECONOMIC DEVELOPMENT 7,700
    PEOPLE INCORPORATED
    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 500
    PRINCE HENRY SOCIETY OF MASS INC
    C/O BOB GASPAR SCHOLARSHIP COMM PO
    BOX 6726
    NEW BEDFORD,MA02742
      501(C)(3) CIVIC & COMMUNITY 1,060
    PRO-HOME INC
    40 SUMMER STREET
    TAUNTON,MA02780
      501(C)(3) HOUSING 20,192
    PROVIDENCE CHILDREN'S MUSEUM
    100 SOUTH STREET
    PROVIDENCE,RI02903
      501(C)(3) EDUCATION 5,000
    RI PHILHARMONIC ORCHESTRA & MUSIC SCHOOL
    667 WATERMAN AVENUE
    EAST PROVIDENCE,RI02914
      501(C)(3) EDUCATION 5,000
    REACH OUT AND READ RHODE ISLAND
    ONE RICHMOND SQUARE SUITE 158E
    PROVIDENCE,RI02906
      501(C)(3) EDUCATION 7,500
    REHOBOTH ANTIQUARIAN SOCIETY
    PO BOX 2
    REHOBOTH,MA02769
    SUZANNE WITHERS- BOARD MEMBER 501(C)(3) ARTS & CULTURE 7,125
    RHODE ISLAND HERITAGE HALL OF FAME
    1445 WAMPANOAG TRL UNIT 203
    EAST PROVIDENCE,RI02915
      501(C)(3) CIVIC AND COMMUNITY 360
    RHODE ISLAND NURSES INSTITUTE MIDDLE COLLEGE CHARTER HIGH SCHOOL
    150 WASHINGTON STREET 4TH FLOOR
    PROVIDENCE,RI02903
      501(C)(3) EDUCATION 6,250
    ROBBINS CHILDREN'S PROGRAMS INC
    803 NORTH MAIN STREET
    ATTLEBORO,MA02703
      501(C)(3) EDUCATION 500
    SANDRA FEINSTEIN GAMM THEATRE
    172 EXCHANGE STREET
    PAWTUCKET,RI02860
      501(C)(3) EDUCATION 5,500
    SCHOLARSHIP AMERICA INC
    PO BOX 380
    BRIDGEWATER,MA02324
      501(C)(3) EDUCATION 1,500
    SMARTS COLLABORATIVE
    PO BOX 356
    ATTLEBORO,MA02703
      501(C)(3) EDUCATION 3,400
    SOCIETY OF ST VINCENT DEPAUL ST JUDE CHAPTER
    311 SOMERSET AVE
    TAUNTON,MA02780
      501(C)(3) HEALTH/HUMAN SERVICES 3,000
    SOCIETY OF ST VINCENT DEPAUL
    311 SOMERSET AVE
    TAUNTON,MA02780
      501(C)(3) HEALTH/HUMAN SERVICES 3,000
    SOUTH COAST BUSINESS ALLIANCE
    398 COUNTY STREET
    NEW BEDFORD,MA02740
      501(C)(3) ECONOMIC DEVELOPMENT 1,614
    SOUTHCOAST HEALTH SYSTEM INC
    101 PAGE STREET
    NEW BEDFORD,MA02740
    J. JEROME COOGAN -TRUSTEE 501(C)(3) HEALTH/HUMAN SERVICES 50,000
    SOUTHCOAST VISITING NURSE ASSOCIATION
    200 MILL RD STE 120
    FAIRHAVEN,MA02719
      501(C)(3) HEALTH/HUMAN SERVICES 500
    ST JOHN PAUL II
    697 CENTRAL AVE
    PAWTUCKET,RI02861
      501(C)(3) OTHER 2,500
    ST CECILIA SCHOOL
    755 CENTRAL AVENUE
    PAWTUCKET,RI02861
      SCHOOL EDUCATION 5,400
    ST JOHN THE EVANGELIST SCHOOL
    13 HODGES STREET
    ATTLEBORO,MA02703
    DENNIS KELLY- BOARD MEMBER SCHOOL EDUCATION 2,620
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105
      501(C)(3) HEALTH/HUMAN SERVICES 8,016
    ST MARY PRIMARY SCHOOL
    106 WASHINGTON STREET
    TAUNTON,MA02780
      SCHOOL EDUCATION 982
    ST RAPHAEL ACADEMY
    123 WALCOTT STREET
    PAWTUCKET,RI02860
      SCHOOL EDUCATION 2,000
    ST TERESA SCHOOL
    140 WOODHAVEN ROAD
    PAWTUCKET,RI02861
      SCHOOL EDUCATION 6,500
    ST VINCENT DEPAUL SOCIETY - ATTLEBORO
    1131 OAK HILL AVENUE
    ATTLEBORO,MA02703
      501(C)(3) CIVIC & COMMUNITY 23,000
    ST VINCENT'S HOME CORPORATION
    2425 HIGHLAND AVE
    FALL RIVER,MA02720
      501(C)(3) CIVIC & COMMUNITY 600
    STEPPINGSTONE INC
    177 NORTH MAIN STREET
    FALL RIVER,MA02724
      501(C)(3) HEALTH/HUMAN SERVICES 25,250
    STURDY MEMORIAL FOUNDATION
    211 PARK STREET
    ATTLEBORO,MA02703
    DENNIS KELLY -DIRECTOR 501(C)(3) HEALTH/HUMAN SERVICES 1,280
    TAUNTON AREA SCHOOL TO CAREER INC
    ONE TAUNTON GREEN SUITE 1
    TAUNTON,MA02780
      501(C)(3) EDUCATION 1,200
    TAUNTON EMERGENCY TASK FORCE
    141 OAK STREET
    TAUNTON,MA02780
      501(C)(3) HEALTH/HUMAN SERVICES 4,000
    TAUNTON HIGH SCHOOL
    50 WILLIAMS STREET
    TAUNTON,MA02780
      SCHOOL EDUCATION 27,500
    TAUNTON HIGH SCHOOL FACULTY AND COMMUNITY SCHOLARSHIP FUND INC
    50 WILLIAMS STREET
    TAUNTON,MA02780
      SCHOOL EDUCATION 1,500
    TEAM NOAH FOUNDATION INC
    1031 PHILLIPS ROAD
    NEW BEDFORD,MA02740
      501(C)(3) HEALTH/HUMAN SERVICES 250
    THE JULIA CEKALA CHARITABLE FOUNDATION
    PO BOX 1070
    NORTH ATTLEBORO,MA02761
      501(C)(3) CIVIC & COMMUNITY 2,000
    THE LEARNING COMMUNITY CHARTER SCHOOL INC
    21 LINCOLN AVENUE
    CENTRAL FALLS,RI02863
      501(C)(3) EDUCATION 6,000
    THE NEMASKET GROUP INC
    56 BRIDGE STREET
    FAIRHAVEN,MA02719
      501(C)(3) CIVIC & COMMUNITY 3,000
    THE PAWTUCKET FOUNDATION
    PO BOX 515
    PAWTUCKET,RI02860
    MICHELE ROBERTS-VICE CHAIR 501(C)(3) ECONOMIC DEVELOPMENT 14,750
    THE SCHWARTZ CENTER
    ONE POSA PLACE
    DARTMOUTH,MA02747
      501(C)(3) EDUCATION 28,000
    THOMAS CHEW MEMORIAL BOYS CLUB INC
    PO BOX 5155 803 BEDFORD STREET
    FALL RIVER,MA02723
      501(C)(3) YOUTH ORGANIZATIONS 1,250
    TRIUMPH INC
    100 HON GORDON OWEN RIVERWAY
    TAUNTON,MA02780
      501(C)(3) EDUCATION 5,000
    UMASS DARTMOUTH FOUNDATION INC
    285 OLD WESTPORT ROAD
    NORTH DARTMOUTH,MA02747
    MICHELE ROBERTS SCHOOL EDUCATION 125,000
    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, PATRICK MURRAY, DENNIS LEAHY 501(C)(3) HEALTH/HUMAN SERVICES 80,000
    UNITED WAY OF GREATER FALL RIVER
    30 BEDFORD STREET
    FALL RIVER,MA02720
      501(C)(3) HEALTH/HUMAN SERVICES 5,192
    UNITED WAY OF GREATER NEW BEDFORD
    128 UNION ST SUITE 105
    NEW BEDFORD,MA02740
      501(C)(3) HEALTH/HUMAN SERVICES 10,170
    URI FOUNDATION ON BEHALF OF THE FIRST STAR URI ACA
    79 UPPER COLLEGE ROAD
    KINGSTON,RI02881
      501(C)(3) EDUCATION 5,000
    WATERFRONT HISTORIC AREA LEAGUE OF NEW BEDFORD
    128 UNION ST
    NEW BEDFORD,MA02740
      501(C)(3) ECONOMIC DEVELOPMENT 29,800
    WILLIAM E TOLMAN HIGH SCHOOL
    150 EXCHANGE STREET
    PAWTUCKET,RI02860
      SCHOOL EDUCATION 1,000
    YMCA SOUTHCOAST INC
    199 NORTH MAIN STREET
    FALL RIVER,MA02720
      501(C)(3) HEALTH/HUMAN SERVICES 51,000
    ZEITERION THEATRE INC
    684 PURCHASE ST
    NEW BEDFORD,MA02740
      501(C)(3) ARTS & CULTURE 27,000
    Total .................................bullet 3a 1,634,579
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    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....     14 190,172  
    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 1,512,661  
    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 1,702,833 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,702,833
    (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 (2015)
    Form 990-PF (2015)
    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 organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) 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 name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    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
    2015
    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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) 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

    $ 447,120


    (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

    $ 537,200


    (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

    $ 133,100


    (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

    $ 430,150


    (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

    $ 180,300


    (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

    $ 221,160


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    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

    $ 298,260


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    8
    BRISTOL COUNTY SAVINGS BANK
     

       
    35 BROADWAY
     
    TAUNTON, MA02780

    $ 309,240


    (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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    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- 6,000 SHARES AMERICAN WATER WORKS- CUSIP - 030420103B $ 447,120 2016-05-11
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    2
    STOCK- 4,000 HOME DEPOT - CUSIP - 437076102E $ 537,200 2016-05-11
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    3
    STOCK- 2,000 SENSIENT TECHNOLOGIES. CUSIP - 81725T100A $ 133,100 2016-05-11
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    4
    STOCK- 3,500 LANCASTER COLONY - CUSIP - 513847103A $ 430,150 2016-05-11
    (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 AMERICAN WATER WORKS- CUSIP - 030420103B $ 180,300 2016-10-14
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    6
    STOCK- 6,000 FIDELITY NATIONAL FINANCIAL - CUSIP - 31620R303 $ 221,160 2016-10-14
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    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 - 4,500 SHARES MARSH MCCLENNAN - CUSIP - 571748102A $ 298,260 2016-10-14
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    8
    STOCK - 4,500 SHARES TEXAS INSTRUMENTS- CUSIP - 882508104A $ 309,240 2016-10-14
    (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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    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) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 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 9,875,473 9,875,473

    TY 2015 OtherDecreasesSchedule
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE
     
    FOUNDATION INC
    EIN:
    04-3332966
    Description Amount
    UNREALIZED FAS 115 GAIN 1,659,963


    TY 2015 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 147 0 0 0
    INVESTMENT FEES 46,456 46,456 0 0


    TY 2015 OtherLiabilitiesSchedule
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE
     
    FOUNDATION INC
    EIN:
    04-3332966
    Description Beginning of Year - Book Value End of Year - Book Value
    CONTRIBUTIONS PAYABLE 166,250 20,000


    TY 2015 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 15,192 0 0 0