-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
11-01-2017
, and ending
10-31-2018
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
,
MA
02780
A Employer identification number
04-3332966
B
Telephone number (see instructions)
(508) 824-6626
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
12,711,990
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
273,749
273,749
273,749
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,012,023
b
Gross sales price for all assets on line 6a
4,866,457
7
Capital gain net income (from Part IV, line 2)
...
1,012,023
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
........
1,285,772
1,285,772
273,749
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)
...
61,233
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)
.......
84,529
84,375
0
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
145,762
84,375
0
0
25
Contributions, gifts, grants paid
.......
1,886,687
1,886,687
26
Total expenses and disbursements.
Add lines 24 and 25
2,032,449
84,375
0
1,886,687
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-746,677
b
Net investment income
(if negative, enter -0-)
1,201,397
c
Adjusted net income
(if negative, enter -0-)
...
273,749
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
9,888
47,077
47,077
2
Savings and temporary cash investments
.........
23,370
68,433
68,433
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
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)
.......
14,079,788
12,596,480
12,596,480
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
14,113,046
12,711,990
12,711,990
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
14,113,046
12,711,990
29
Total net assets or fund balances
(see instructions)
.....
14,113,046
12,711,990
30
Total liabilities and net assets/fund balances
(see instructions)
.
14,113,046
12,711,990
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
14,113,046
2
Enter amount from Part I, line 27a
.....................
2
-746,677
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
13,366,369
5
Decreases not included in line 2 (itemize)
5
654,379
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
12,711,990
Form
990-PF
(2019)
Form 990-PF (2019)
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
678,324
668,664
9,660
b
3,533,201
3,006,743
526,458
c
654,932
179,027
475,905
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
9,660
b
526,458
c
475,905
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
1,012,023
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
...................
3
9,660
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?
Yes
No
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))
2018
1,812,178
11,247,218
0.161122
2017
1,618,015
8,906,343
0.181670
2016
1,637,171
9,245,363
0.177080
2015
1,376,184
7,351,683
0.187193
2014
1,268,096
6,770,916
0.187286
2
Total
of line 1, column (d)
.....................
2
0.894351
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.178870
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
13,799,859
5
Multiply line 4 by line 3
......................
5
2,468,381
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
12,014
7
Add lines 5 and 6
........................
7
2,480,395
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,886,687
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
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
24,028
here
and 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
24,028
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
24,028
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
46,511
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
46,511
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
22,483
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
22,483
Refunded
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
MA
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 2019 or the taxable year beginning in 2019? See the 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
(2019)
Form 990-PF (2019)
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 address
N/A
14
The books are in care of
DENNIS LEAHY
Telephone no.
(508) 828-5317
Located at
35 BROADWAY
TAUNTON
MA
ZIP+4
02780
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
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
,
MA
02780
PATRICK J MURRAY JR
PRESIDENT
1.00
0
0
0
C/O BCSB 35 BROADWAY
TAUNTON
,
MA
02780
DENNIS F LEAHY
TREASURER
1.00
0
0
0
C/O BCSB 35 BROADWAY
TAUNTON
,
MA
02780
MICHELE L ROBERTS
CLERK
1.00
0
0
0
C/O BCSB 35 BROADWAY
TAUNTON
,
MA
02780
MARJORIE L LARGEY
TRUSTEE
1.00
0
0
0
C/O BCSB 35 BROADWAY
TAUNTON
,
MA
02780
EDWARD P PARISEAU JR
TRUSTEE
1.00
0
0
0
C/O BCSB 35 BROADWAY
TAUNTON
,
MA
02780
LOUIS M RICCIARDI
TRUSTEE
1.00
0
0
0
C/O BCSB 35 BROADWAY
TAUNTON
,
MA
02780
FRANK TEIXEIRA
TRUSTEE
1.00
0
0
0
C/O BCSB 35 BROADWAY
TAUNTON
,
MA
02780
RUSSEL F MARTORANA
TRUSTEE
1.00
0
0
0
C/O BCSB 35 BROADWAY
TAUNTON
,
MA
02780
CHERYL GOUVEIA
TRUSTEE
1.00
0
0
0
C/O BCSB 35 BROADWAY
TAUNTON
,
MA
02780
MAUREEN CODY
TRUSTEE
1.00
0
0
0
C/O BCSB 35 BROADWAY
TAUNTON
,
MA
02780
CHARLES W CEDERBERG
TRUSTEE
1.00
0
0
0
C/O BCSB 35 BROADWAY
TAUNTON
,
MA
02780
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
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
.............
0
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
13,877,222
b
Average of monthly cash balances
.......................
1b
132,787
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
14,010,009
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
14,010,009
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
210,150
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
13,799,859
6
Minimum investment return.
Enter 5% of line 5
..................
6
689,993
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
689,993
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
24,028
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
24,028
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
665,965
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
665,965
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
665,965
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
1,886,687
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
1,886,687
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
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,886,687
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
665,965
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
945,138
b
From 2015
......
1,036,218
c
From 2016
......
1,219,947
d
From 2017
......
1,205,826
e
From 2018
......
1,294,974
f
Total
of lines 3a through e
........
5,702,103
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,886,687
a
Applied to 2018, 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 2019 distributable amount
.....
665,965
e
Remaining amount distributed out of corpus
1,220,722
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
6,922,825
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
945,138
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
5,977,687
10
Analysis of line 9:
a
Excess from 2015
....
1,036,218
b
Excess from 2016
....
1,219,947
c
Excess from 2017
....
1,205,826
d
Excess from 2018
....
1,294,974
e
Excess from 2019
....
1,220,722
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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 foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The 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
,
MA
02780
(508) 828-5393
b
The form in which applications should be submitted and information and materials they should include:
APPLICATIONS AVAILABLE AT ABOVE ADDRESS
c
Any submission deadlines:
SEE APPLICATIONS FOR VARIOUS DEADLINES
d
Any 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
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
ALMA DEL MAR FOUNDATION
26 MADEIRA AVENUE
NEW BEDFORD
,
MA
02746
PC
EDUCATION
7,923
AMERICAN CANCER SOCIETY
5 MANLEY STREET
W BRIDGEWATER
,
MA
02379
PC
HEALTH/HUMAN SERVICES
250
AMERICAN HEART ASSOCIATION
1 STATE STREET SUITE 200
PROVIDENCE
,
RI
02908
PC
EDUCATION
12,211
AMERICAN NATIONAL RED CROSS
286 SOUTH STREET
HYANNIS
,
MA
02601
PC
HEALTH/HUMAN SERVICES
380
ARC OF BRISTOL COUNTY
141 PARK STREET
ATTLEBORO
,
MA
02703
PC
HEALTH/HUMAN SERVICES
16,100
ARGOSY COLLEGIATE CHARTER SCHOOL
263 HAMLET STREET
FALL RIVER
,
MA
02721
PC
EDUCATION
7,500
ASSOCIATES FOR HUMAN SERVICES
68 ALLISON AVENUE
TAUNTON
,
MA
02780
PC
EDUCATION
24,960
ATLANTIS EDUCATIONAL FOUNDATION INC
37 PARK STREET
FALL RIVER
,
MA
02721
PC
EDUCATION
7,500
ATTLEBORO AREA SCHOOL TO CAREER
42 UNION STREET
ATTLEBORO
,
MA
02703
PC
EDUCATION
10,000
ATTLEBORO ARTS MUSEUM
88 PARK STREET
ATTLEBORO
,
MA
02703
PC
ARTS & CULTURE
560
ATTLEBORO HIGH SCHOOL
100 RATHBUN WILLARD DRIVE
ATTLEBORO
,
MA
02703
PC
EDUCATION
1,500
ATTLEBORO PUBLIC SCHOOLS
100 RATHBUN WILLARD DRIVE
ATTLEBORO
,
MA
02703
PC
EDUCATION
20,000
ATTLEBORO ROTARY CHARITIES FOUNDATION INC
1382 COUNTY ST
ATTLEBORO
,
MA
02703
PC
HEALTH/HUMAN SERVICES
350
ATTLEBORO YMCA
63 NORTH MAIN STREET
ATTLEBORO
,
MA
02703
DENNIS KELLY, PATRICK MURRAY
PC
YOUTH ORGANIZATIONS
26,600
BISHOP CONNOLLY HIGH SCHOOL
373 ELSBREE ST
FALL RIVER
,
MA
02720
PC
EDUCATION
10,380
BISHOP FEEHAN HIGH SCHOOL
70 HOLCOTT DRIVE
ATTLEBORO
,
MA
02703
PC
EDUCATION
11,500
BISHOP STANG HIGH SCHOOL
500 SLOCAM ROAD
NORTH DARTMOUTH
,
MA
027472999
PC
EDUCATION
12,500
BLACKSTONE ACADEMY
334 PLEASANT STREET
PAWTUCKET
,
RI
02860
PC
EDUCATION
1,000
BLACKSTONE VALLEY COMMUNITY HEALTH CARE INC
39 EAST AVENUE
PAWTUCKET
,
RI
02860
PC
HEALTH/HUMAN SERVICES
25,000
BOOKS ARE WINGS
1005 MAIN ST SUITE 8116
PAWTUCKET
,
RI
02864
PC
EDUCATION
5,000
BOY SCOUTS OF AMERICA
P O BOX 14777
EAST PROVIDENCE
,
RI
02914
DENNIS LEAHY, PATRICK MURRAY
PC
YOUTH ORGANIZATIONS
30,000
BOYS & GIRLS CLUB OF GREATER NEW BEDFORD
166 JENNEY STREET
NEW BEDFORD
,
MA
02740
PC
YOUTH ORGANIZATIONS
4,838
BOYS & GIRLS CLUB OF PAWTUCKET
ONE MOELLER PLACE
PAWTUCKET
,
RI
02860
MICHELE ROBERTS
PC
YOUTH ORGANIZATIONS
15,000
BOYS & GIRLS CLUB OF TAUNTON
31 COURT STREET
TAUNTON
,
MA
02780
LOUIS RICCIARDI, MAUREEN CODY
PC
YOUTH ORGANIZATIONS
39,500
BRISTOL AGGIE EDUCATIONAL FOUNDATION INC
135 CENTER STREET
DIGHTON
,
MA
02715
PC
EDUCATION
500
BRISTOL COMMUNITY COLLEGE FOUNDATION
777 ELSBREE STREET
FALL RIVER
,
MA
02720
PATRICK MURRAY
PC
EDUCATION
51,860
BRISTOL COUNTY AGRICULTURAL HIGH SCHOOL
135 CENTER STREET
DIGHTON
,
MA
02715
PC
EDUCATION
1,500
BRISTOL-PLYMOUTH REGIONAL TECHNICAL HIGH SCHOOL
207 HART STREET
TAUNTON
,
MA
02780
PC
EDUCATION
1,500
BUTTONWOOD PARK ZOOLOGICAL SOCIETY INC
425 HAWTHORN STREET
NEW BEDFORD
,
MA
02740
PC
EDUCATION
57,750
CAMP ELLIE MAE
747 WOOD STREET
SWANSEA
,
MA
02777
PC
YOUTH ORGANIZATIONS
5,000
CAMP RUGGLES INC
PO BOX 353
CHEPACHET
,
RI
02814
PC
HEALTH/HUMAN SERVICES
4,000
CHARLES SHEA HIGH SCHOOL
485 EAST AVENUE
PAWTUCKET
,
RI
02860
PC
EDUCATION
1,000
CHILD & FAMILY SERVICES
3057 ACUSHNET AVENUE
NEW BEDFORD
,
MA
02745
PC
HEALTH/HUMAN SERVICES
1,600
CHILDRENS WORKSHOP FOUNDATION
45 INDUSTRIAL ROAD SUITE 100
CUMBERLAND
,
RI
02864
PC
EDUCATION
450
CHRISTOPHER HOUSE INC
10 MARY SCANO DRIVE
WORCESTER
,
MA
01605
PC
HEALTH/HUMAN SERVICES
1,000
CITIZENS' SCHOLARSHIP FOUNDATION DIGHTON-REHOBOTH
PO BOX 696
REHOBOTH
,
MA
02769
PC
EDUCATION
1,500
CITY ON A HILL CHARTER PUBLIC SCHOOL NEW BEDFORD
384 ACUSHNET AVENUE
NEW BEDFORD
,
MA
02740
PC
EDUCATION
7,500
COACHING4CHANGE
75 AMORY ST THIRD FLOOR
BOSTON
,
MA
02119
LOUIS RICCIARDI
PC
OTHER
3,831
COASTLINE ELDERLY SERVICES INC
1646 PURCHASE STREET
NEW BEDFORD
,
MA
02740
PC
HEALTH/HUMAN SERVICES
1,000
COLLEGE CRUSADE OF RHODE ISLAND
134 THURBERS AVENUE
PROVIDENCE
,
RI
02905
PC
EDUCATION
6,518
COMMUNITY AUTISM RESOURCES INCORPORATED
33 JAMES REYNOLDS ROAD UNIT C
SWANSEA
,
MA
02777
PC
HEALTH/HUMAN SERVICES
6,500
COMMUNITY DEVELOPMENT FOR ATTLEBORO INC
74 DEAN STREET
ATTLEBORO
,
MA
02703
PC
HEALTH/HUMAN SERVICES
18,000
COMMUNITY FOUNDATION OF SE MA
128 UNION STREET
NEW BEDFORD
,
MA
02740
PC
CIVIC & COMMUNITY
21,200
COYLE AND CASSIDY HIGH SCHOOL
2 HAMILTON STREET
TAUNTON
,
MA
02780
PC
EDUCATION
7,800
CSI CHARITABLE FOUNDATION INC
453 SOUTH MAIN STREET
ATTLEBORO
,
MA
02703
PC
HEALTH/HUMAN SERVICES
4,200
DARTMOUTH FRIENDS OF THE ELDERLY
PO BOX 87113
SOUTH DARTMOUTH
,
MA
02748
PC
CIVIC & COMMUNITY
2,500
DAY ONE
100 MEDWAY STREET
PROVIDENCE
,
RI
02906
PC
HEALTH/HUMAN SERVICES
5,600
DENNISON MEMORIAL COMMUNITY CENTER
755 SOUTH FIRST STREET
NEW BEDFORD
,
MA
02744
PC
YOUTH ORGANIZATIONS
24,600
DIGHTON-REHOBOTH REGIONAL HIGH SCHOOL
2700 REGIONAL ROAD
NORTH DIGHTON
,
MA
02764
PC
EDUCATION
800
DIMAN REGIONAL VOCATIONAL TECHNICAL HIGH SCHOOL
251 STONEHAVEN ROAD
FALL RIVER
,
MA
02723
PC
EDUCATION
4,530
DOWNTOWN ASSOCIATES OF NORTH ATTLEBOROUGH
31 NORTH WASHINGTON STREET - UNIT 3
NORTH ATTLEBORO
,
MA
02761
PC
CIVIC & COMMUNITY
2,500
DOWNTOWN TAUNTON FOUNDATION INC
8 TRESCOTT STREET
TAUNTON
,
MA
02780
PATRICK MURRAY, MAUREEN CODY
PC
CIVIC & COMMUNITY
60,000
EDWARD M KENNEDY INSTITUTE
COLUMBIA POINT 210 MORRISSEY
BOULEVARD
BOSTON
,
MA
02125
PC
EDUCATION
7,500
FAIRHAVEN HIGH SCHOOL ALUMNI ASSOCIATION INC
PO BOX 6
FAIRHAVEN
,
MA
027190006
PC
EDUCATION
3,000
FALL RIVER HOLIDAY PARADE
205 CHACE STREET
SOMERSET
,
MA
02726
PC
CIVIC & COMMUNITY
1,000
FALL RIVER PUBLIC SCHOOLS
417 ROCK STREET
FALL RIVER
,
MA
02720
PC
EDUCATION
20,000
FALLEN OFFICERS MEMORIAL TRUST OF THE FALL RIVER POLICE
11 MOHAWK DRIVE
SOUTH DARTMOUTH
,
MA
02748
PC
EDUCATION
1,000
FESTIVAL BALLET PROVIDENCE
825 HOPE STREET
PROVIDENCE
,
RI
02906
PC
ARTS & CULTURE
3,000
FOREVER PAWS ANIMAL SHELTER
300 LYNWOOD ST
FALL RIVER
,
MA
02721
PC
OTHER
250
FOUNDATION TO ADVANCE CATHOLIC EDUCATION
803 BEDFORD STREET
FALL RIVER
,
MA
02722
DENNIS KELLY, DENNIS LEAHY
PC
EDUCATION
9,500
FRANKLIN FOOD PANTRY INCORPORATED
43 W CENTRAL STREET PO BOX 116
FRANKLIN
,
MA
020380116
PC
HEALTH/HUMAN SERVICES
7,500
FRIENDS OF CAPRON PARK ZOO INC
201 COUNTY STREET
ATTLEBORO
,
MA
02703
PC
CIVIC & COMMUNITY
920
FRIENDS OF ST JOHN THE EVANGELIST SCHOOL
13 HODGES STREET
ATTLEBORO
,
MA
02703
DENNIS KELLY
PC
EDUCATION
6,100
FRIENDS OF THE ATTLEBORO PUBLIC LIBRARY
74 NORTH MAIN STREET
ATTLEBORO
,
MA
02703
PC
EDUCATION
1,200
FRIENDS OF THE PAWTUCKET PUBLIC LIBRARY
PAWTUCKET PUBLIC LIBRARY 13 SUMMER
STREET
PAWTUCKET
,
RI
02860
PC
EDUCATION
5,000
GIFTS TO GIVE
21 COVE STREET
NEW BEDFORD
,
MA
02744
PC
CIVIC & COMMUNITY
10,000
GIRLS ON THE RUN RHODE ISLAND
PO BOX 72787
PROVIDENCE
,
RI
02907
PC
YOUTH ORGANIZATIONS
5,000
GLOBAL LEARNING CHARTER PUBLIC SCHOOL
190 ASHLEY BLVD
NEW BEDFORD
,
MA
02746
PC
EDUCATION
10,750
GREATER TAUNTON COMMUNITY SERVICES CENTER INC
111 HIGH ST
TAUNTON
,
MA
02780
PC
EDUCATION
10,000
HEIDREA FOR HEROES INC
10 CORDAGE PARK CIRCLE SUITE 224
PLYMOUTH
,
MA
02360
PC
HEALTH/HUMAN SERVICES
4,440
HOCKEY CARES INC
110 SUTTON HILL ROAD
NORTH ANDOVER
,
MA
018450000
PC
EDUCATION
800
HOCKOMOCK YMCA
300 ELMWOOD STREET
NORTH ATTLEBORO
,
MA
02760
DENNIS LEAHY, PATRICK MURRAY, MICHELE ROBERTS, DENNIS KE
PC
YOUTH ORGANIZATIONS
11,814
HOLY NAME SCHOOL
850 PEARCE STEET
FALL RIVER
,
MA
02720
PC
EDUCATION
6,000
HOME & HOSPICE CARE OF RHODE ISLAND
1085 NORTH MAIN STREET
PROVIDENCE
,
RI
02904
PC
HEALTH/HUMAN SERVICES
5,000
HOPEWELL ELEMENTARY SCHOOL
16 MONROE STREET
TAUNTON
,
MA
02780
MICHELE ROBERTS
PC
EDUCATION
20,000
HORIZONS FOR HOMELESS CHILDREN
1705 COLUMBUS AVENUE
ROXBURY
,
MA
02119
PC
HEALTH/HUMAN SERVICES
5,000
IMMIGRANTS' ASSISTANCE CENTER INC
58 CRAPO STREET
NEW BEDFORD
,
MA
02740
PC
YOUTH ORGANIZATIONS
5,000
INTER-CHURCH COUNCIL OF GREATER NEW BEDFORD INC
412 COUNTY STREET
NEW BEDFORD
,
MA
02740
PC
CIVIC & COMMUNITY
2,500
JACQUELINE WALSH HIGH SCHOOL
350 DIVISION STREET
PAWTUCKET
,
RI
02860
PC
EDUCATION
1,000
JUNIOR ACHIEVEMENT OF SOUTHERN MA
227 UNION STREET SUITE 703
NEW BEDFORD
,
MA
02740
LOUIS RICCIARDI
PC
EDUCATION
20,000
JUSTICE RESOURCE INSTITUTE INC
58 ARCH STREET
FALL RIVER
,
MA
02724
PC
HEALTH/HUMAN SERVICES
26,500
KATIE BROWN EDUCATIONAL PROGRAM INC
10 PURCHASE STREET FIFTH FLOOR
FALL RIVER
,
MA
02720
PC
EDUCATION
8,500
KEEP NORTH ATTLEBOROUGH BEAUTIFUL INC
500 EAST WASHINGTON STREET 62
NORTH ATTLEBOROUGH
,
MA
02760
PC
CIVIC & COMMUNITY
2,500
KENNEDY DONOVAN CENTER INC
ONE COMMERCIAL STREET
FOXBORO
,
MA
02035
PC
HEALTH/HUMAN SERVICES
10,140
LLOYD CENTER FOR THE ENVIRONMENT
430 POTOMSKA ROAD
DARTMOUTH
,
MA
02748
PC
EDUCATION
2,500
MARCH OF DIMES
220 W EXCHANGE STREET SUITE 3
PROVIDENCE
,
RI
02903
PC
HEALTH/HUMAN SERVICES
2,700
MARKMAN CHILDREN'S PROGRAM INC
803 NORTH MAIN ST
ATTLEBORO
,
MA
02703
PC
EDUCATION
440
MASS BANKERS ASSOC CHARITABLE FOUND
FLOOR 8 - ONE WASHINGTON MALL
BOSTON
,
MA
021083906
PC
EDUCATION
3,000
MASSASOIT COMMUNITY COLLEGE
ONE MASSASOIT BLVD
BROCKTON
,
MA
02302
PC
EDUCATION
20,000
MIXED MAGIC THEATRE & CULTURAL EVENTS
999 MAIN STREET
PAWTUCKET
,
RI
02860
PC
ARTS & CULTURE
3,000
MT ST CHARLES ACADEMY INC
800 LOGEE STREET
WONSOCKET
,
RI
02895
PC
EDUCATION
700
NARROWS CENTER FOR THE ARTS INC
16 ANAWON STREET
FALL RIVER
,
MA
02721
PC
ARTS & CULTURE
5,000
NATIVITY PREPARATORY SCHOOL NEW BEDFORD
66 SPRING STREET
NEW BEDFORD
,
MA
02740
PC
EDUCATION
10,250
NEW BEDFORD ART MUSEUM
608 PLEASANT STREET
NEW BEDFORD
,
MA
02740
PC
ARTS & CULTURE
250
NEW BEDFORD CHAMBER FOUNDATION
794 PURCHASE STREET
NEW BEDFORD
,
MA
02740
PC
CIVIC & COMMUNITY
20,000
NEW BEDFORD ECONOMIC DEVELOPMENT COUNCIL
1213 PURCHASE STREET
NEW BEDFORD
,
MA
02740
PC
ECONOMIC DEVELOPMENT
28,500
NEW BEDFORD EDUCATORS ASSOCIATION
160 WILLIAM ST
NEW BEDFORD
,
MA
02740
PC
EDUCATION
2,500
NEW BEDFORD FESTIVAL THEATRE
684 PURCHASE STREET
NEW BEDFORD
,
MA
02740
PC
EDUCATION
5,000
NEW BEDFORD FIRE DEPTSAFE PROGRAM
868 PLEASANT ST
NEW BEDFORD
,
MA
02740
PC
CIVIC & COMMUNITY
1,000
NEW BEDFORD FISHING HERITAGE CENTER INC
38 BETHEL STREET
NEW BEDFORD
,
MA
02740
PC
EDUCATION
2,500
NEW BEDFORD PUBLIC SCHOOLS
455 COUNTY STREET
NEW BEDFORD
,
MA
02740
PC
EDUCATION
25,000
NEW BEDFORD STAR KIDS SCHOLARSHIP PROGRAM
PO BOX 50494
NEW BEDFORD
,
MA
02745
PC
EDUCATION
10,000
NEW BEDFORD SYMPHONY ORCHESTRA
PO BOX 2053
NEW BEDFORD
,
MA
02741
PC
EDUCATION
5,000
NEW BEDFORD WOMEN'S CENTER INC
405 COUNTY STREET
NEW BEDFORD
,
MA
02740
PC
HEALTH/HUMAN SERVICES
900
NEW HOPE INC
140 PARK STREET
ATTLEBORO
,
MA
02703
PC
HEALTH/HUMAN SERVICES
10,360
NEWMAN YMCA
472 TAUNTON AVENUE
SEEKONK
,
MA
02771
PC
HEALTH/HUMAN SERVICES
5,000
NORTH ATTLEBORO HIGH SCHOOL
1 WILSON W WHITTY WAY
N ATTLEBORO
,
MA
02760
PC
EDUCATION
4,500
NORTH ATTLEBOROUGH PUBLIC SCHOOLS
564 LANDRY AVENUE
NORTH ATTLEBOROUGH
,
MA
02760
DENNIS KELLY
PC
EDUCATION
17,000
NORTHSTAR LEARNING CENTERS INC
53 LINDEN STREET
NEW BEDFORD
,
MA
02740
PC
EDUCATION
25,000
OLD COLONY HISTORICAL SOCIETY
66 CHURCH GREEN
TAUNTON
,
MA
02780
PC
ARTS & CULTURE
5,500
OLD COLONY YMCA
71 COHANNET STREET
TAUNTON
,
MA
02780
RUSSEL F. MARTORANA
PC
HEALTH/HUMAN SERVICES
5,800
OLD DARTMOUTH HISTORICAL SOCIETY
18 JOHNNY CAKE HILL
NEW BEDFORD
,
MA
02740
PC
ARTS & CULTURE
34,000
OUR DAILY BREAD SOUP KITCHEN
111 HIGH STREET
TAUNTON
,
MA
02780
PC
HEALTH/HUMAN SERVICES
8,250
OUR LADY OF LOURDES PARISH
52 FIRST ST
TAUNTON
,
MA
02780
PC
EDUCATION
860
OUR SISTERS' SCHOOL INC
145 BROWNELL AVENUE
NEW BEDFORD
,
MA
02740
PC
EDUCATION
10,000
PAN MASSACHUSETTS CHALLENGE TRUST
77 FOURTH AVE
NEEDHAM
,
MA
02494
PC
HEALTH/HUMAN SERVICES
100
PAWTUCKET BUSINESS DEVELOPMENT CORPORATION
420 MAIN STREET
PAWTUCKET
,
RI
02860
PC
ECONOMIC DEVELOPMENT
25,000
PAWTUCKET SCHOOL DEPARTMENT
286 MAIN STREET PO BOX 388
PAWTUCKET
,
RI
02860
PC
EDUCATION
20,000
PAWTUCKET SOUP KITCHEN
WOLCOTT STREET
PAWTUCKET
,
RI
02860
PC
HEALTH/HUMAN SERVICES
2,000
PEOPLE INCORPORATED
4 SOUTH MAIN STREET
FALL RIVER
,
MA
02721
PC
HEALTH/HUMAN SERVICES
2,500
PRIDE INC
3 MAPLE STREET
TAUNTON
,
MA
02780
PC
HEALTH/HUMAN SERVICES
500
PRINCE HENRY SOCIETY OF MASSACHUSETTS INC
20 TAUNTON GREEN
TAUNTON
,
MA
02780
PC
EDUCATION
1,000
PRINCE HENRY SOCIETY OF MASSACHUSETTS INC
PO BOX 6726
NEW BEDFORD
,
MA
02742
PC
ARTS & CULTURE
1,550
PRO-HOME INC
40 SUMMER STREET
TAUNTON
,
MA
02780
MAUREEN CODY
PC
HOUSING
21,350
PROVIDENCE CHILDREN'S MUSEUM
100 SOUTH STREET
PROVIDENCE
,
RI
02903
PC
EDUCATION
7,500
RI PHILHARMONIC ORCHESTRA & MUSIC SCHOOL
667 WATERMAN AVENUE
EAST PROVIDENCE
,
RI
02914
PC
EDUCATION
3,000
REACH OUT AND READ RHODE ISLAND
ONE RICHMOND SQUARE SUITE 158E
PROVIDENCE
,
RI
02906
PC
EDUCATION
7,500
REHOBOTH ANTIQUARIAN SOCIETY
PO BOX 2
REHOBOTH
,
MA
02769
PC
EDUCATION
5,000
RHODE ISLAND NURSES INSTITUTE MIDDLE COLLEGE CHARTER HIGH SCHOOL
150 WASHINGTON STREET 4TH FLOOR
PROVIDENCE
,
RI
02903
PC
EDUCATION
10,040
SCHOLARSHIP AMERICA INC
PO BOX 380
BRIDGEWATER
,
MA
02324
PC
EDUCATION
1,500
SCHOOL ON WHEELS OF MASSACHUSETTS
100 LAUREL STREET 121
E BRIDGEWATER
,
MA
02333
PC
EDUCATION
1,000
SHARE FOUNDATION
UMASS DARTMOUTH 285 OLD WESTPORT
ROAD
NORTH DARTMOUTH
,
MA
02747
PC
HEALTH/HUMAN SERVICES
5,000
SOCIETY OF ST VINCENT DEPAUL ST JUDE CHAPTER
311 SOMERSET AVE
TAUNTON
,
MA
02780
PC
CIVIC & COMMUNITY
2,500
SOUTH COAST BUSINESS ALLIANCE
401 COUNTY STREET
NEW BEDFORD
,
MA
02740
PC
ECONOMIC DEVELOPMENT
2,600
SOUTHCOAST HEALTH SYSTEM INC
101 PAGE STREET
NEW BEDFORD
,
MA
02740
PC
HEALTH/HUMAN SERVICES
50,000
SOUTHCOAST MENTORING INITIATIVE FORLEARNING EDUCATION AND SERVICE INC
4 SOUTH MAIN STREET
FALL RIVER
,
MA
02721
PC
EDUCATION
5,000
SOUTHCOAST VISITING NURSE ASSOCIATION
200 MILL RD STE 120
FAIRHAVEN
,
MA
02719
PC
HEALTH/HUMAN SERVICES
200
SOUTHEASTERN MA VETERAN'S HOUSING PROGRAM INC
20 WILLIS STREET
NEW BEDFORD
,
MA
02740
PC
HOUSING
25,000
SOUTHEASTERN REGIONAL SCHOOL FOUNDATION
250 FOUNDRY STREET
SOUTH EASTON
,
MA
02375
PC
EDUCATION
1,000
ST JOHN PAUL II
697 CENTRAL AVE
PAWTUCKET
,
RI
02861
PC
HOUSING
3,000
ST CECILIA SCHOOL
755 CENTRAL AVENUE
PAWTUCKET
,
RI
02861
PC
EDUCATION
3,500
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACE
MEMPHIS
,
TN
38105
PC
HEALTH/HUMAN SERVICES
7,200
ST RAPHAEL ACADEMY
123 WALCOTT STREET
PAWTUCKET
,
RI
02860
PC
EDUCATION
2,000
ST STANISLAUS FAMILY FESTIVAL
36 ROCKLAND STREET
FALL RIVER
,
MA
02724
PC
EDUCATION
1,000
ST VINCENT DE PAUL SOCIETY ATTLEBORO DISTRICT COUNCIL
6 TANYA DRIVE
MANSFIELD
,
MA
020481640
PC
HOUSING
32,000
ST VINCENT DE PAUL ANNUNCIATION OF THE LORD PARISH
311 SOMERSET AVENUE
TAUNTON
,
MA
02780
PC
CIVIC & COMMUNITY
2,500
ST VINCENT'S HOME CORPORATION
2425 HIGHLAND AVE
FALL RIVER
,
MA
02720
PC
HEALTH/HUMAN SERVICES
2,000
STANLEY STREET TREATMENT AND RESOURCES
386 STANLEY ST
FALL RIVER
,
MA
02720
PC
HEALTH/HUMAN SERVICES
50,000
STEPPINGSTONE INC
177 NORTH MAIN STREET
FALL RIVER
,
MA
02724
PC
HEALTH/HUMAN SERVICES
250
STURDY MEMORIAL FOUNDATION
211 PARK STREET
ATTLEBORO
,
MA
02703
DENNIS KELLY
PC
HEALTH/HUMAN SERVICES
26,280
TAUNTON AREA COMMUNITY TABLE INC
378 BAY STREET
TAUNTON
,
MA
02780
PC
HEALTH/HUMAN SERVICES
1,195
TAUNTON HIGH SCHOOL
50 WILLIAMS STREET
TAUNTON
,
MA
02780
PC
EDUCATION
2,500
TAUNTON HIGH SCHOOL FACULTY AND COMMUNITY SCHOLARSHIP FUND INC
50 WILLIAMS STREET
TAUNTON
,
MA
02780
PC
EDUCATION
2,000
TAUNTON PUBLIC SCHOOLS
215 HARRIS STREET
TAUNTON
,
MA
02780
PC
EDUCATION
25,000
THE ARC OF BLACKSTONE VALLEY
500 PROSPECT STREET
PAWTUCKET
,
RI
02860
PC
HEALTH/HUMAN SERVICES
600
THE CAPITAL GOOD FUND
22 A STREET
PROVIDENCE
,
RI
02907
PC
ECONOMIC DEVELOPMENT
10,000
THE EMPOWERMENT FACTORY
999 MAIN STREET STUDIO 707
PAWTUCKET
,
RI
02860
PC
EDUCATION
5,900
THE LEARNING COMMUNITY CHARTER SCHOOL
21 LINCOLN AVENUE
CENTRAL FALLS
,
RI
02863
PC
EDUCATION
7,500
THE MASSACHUSETTS INSTITUTE FOR A NEW COMMONWEALTH INC
11 BEACON ST SUITE 500
BOSTON
,
MA
02108
PC
ECONOMIC DEVELOPMENT
10,000
THE NEMASKET GROUP INC
56 BRIDGE STREET
FAIRHAVEN
,
MA
02719
PC
HEALTH/HUMAN SERVICES
3,000
THE PAWTUCKET FOUNDATION
PO BOX 515
PAWTUCKET
,
RI
02860
MICHELE ROBERTS
PC
ECONOMIC DEVELOPMENT
14,750
THE SALVATION ARMY
5 MECHANIC STREET PO BOX 2611
ATTLEBORO
,
MA
02703
PC
EDUCATION
8,500
THE SCHWARTZ CENTER
ONE POSA PLACE
DARTMOUTH
,
MA
02747
MICHELE ROBERTS
PC
EDUCATION
28,600
THOMAS CHEW MEMORIAL BOYS CLUB INC
PO BOX 5155
FALL RIVER
,
MA
02723
PC
HEALTH/HUMAN SERVICES
11,250
TIDES FAMILY SERVICE
215 WASHINGTON STREET
WEST WARWICK
,
RI
02893
PC
HEALTH/HUMAN SERVICES
500
TRIUMPH INC
100 HON GORDON OWEN RIVERWAY
TAUNTON
,
MA
02780
PC
EDUCATION
15,000
USS MASS MEMORIAL COMMITTEE INC
5 WATER STREET BATTLESHIP COVE
FALL RIVER
,
MA
02721
PC
ARTS & CULTURE
15,000
UASPIRE
31 MILK STREET SUITE 900
BOSTON
,
MA
02109
PC
EDUCATION
2,500
UMASS DARTMOUTH FOUNDATION INC
285 OLD WESTPORT ROAD
NORTH DARTMOUTH
,
MA
02747
MICHELE ROBERTS
PC
HEALTH/HUMAN SERVICES
50,000
UNITED WAY OF GREATER ATTLEBOROTAUNTON
247 MAPLE STREET
ATTLEBORO
,
MA
02703
DENNIS KELLY, PATRICK MURRAY, DENNIS LEAHY
PC
HEALTH/HUMAN SERVICES
82,500
UNITED WAY OF GREATER FALL RIVER
30 BEDFORD STREET
FALL RIVER
,
MA
02720
PC
HEALTH/HUMAN SERVICES
10,000
UNITED WAY OF GREATER NEW BEDFORD
128 UNION ST SUITE 105
NEW BEDFORD
,
MA
02740
PC
HEALTH/HUMAN SERVICES
14,900
UNIVERSITY OF MASSACHUSETTS DARTMOUTH
285 OLD WESTPORT ROAD
NORTH DARTMOUTH
,
MA
02747
PC
EDUCATION
1,250
WATERFRONT HISTORIC AREA LEAGUE OF NEW BEDFORD
15 JOHNNY CAKE HILL
NEW BEDFORD
,
MA
02740
PC
HOUSING
2,320
WILLIAM E TOLMAN HIGH SCHOOL
150 EXCHANGE STREET
PAWTUCKET
,
RI
02860
PC
EDUCATION
1,000
WOMEN'S FUND
128 UNION STREET
NEW BEDFORD
,
MA
02740
PC
ECONOMIC DEVELOPMENT
15,000
WOODLAWN CATHOLIC REGIONAL SCHOOL
61 HOPE STREET
PAWTUCKET
,
RI
02860
PC
EDUCATION
3,500
YEAH CORPS
403 WEETAMOE ST
FALL RIVER
,
MA
02720
PC
ARTS & CULTURE
5,000
YMCA OF PAWTUCKET
660 ROOSEVELT AVENUE
PAWTUCKET
,
RI
02860
PC
CIVIC & COMMUNITY
6,387
YMCA SOUTHCOAST INC
199 NORTH MAIN STREET
FALL RIVER
,
MA
02720
PC
HEALTH/HUMAN SERVICES
50,600
YOUNG VOICES
150 MILLER AVE
PROVIDENCE
,
RI
02905
PC
YOUTH ORGANIZATIONS
5,000
YOUR THEATRE INC
136 RIVET ST
NEW BEDFORD
,
MA
02744
PC
ARTS & CULTURE
11,750
YWCA OF SOUTHEASTERN MASSACHUSETTS
20 SOUTH SIXTH STREET
NEW BEDFORD
,
MA
02740
PC
HEALTH/HUMAN SERVICES
5,300
ZEITERION THEATRE INC
684 PURCHASE ST
NEW BEDFORD
,
MA
02740
PC
ARTS & CULTURE
27,100
Total
.................................
3a
1,886,687
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees 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
273,749
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
1,012,023
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
1,285,772
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,285,772
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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) (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) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description