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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 11-01-2018 , and ending 10-31-2019
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) 828-5420
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
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$14,243,024
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) 2,347,277
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 226,612 226,612  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,812,127
b Gross sales price for all assets on line 6a 16,632,066
7 Capital gain net income (from Part IV, line 2)... 3,812,127
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)....... 40,254 334  
12 Total. Add lines 1 through 11........ 6,426,270 4,039,073  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,150 3,150   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 21,000 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 69,729 69,729   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 93,879 72,879   0
25 Contributions, gifts, grants paid....... 1,981,183 1,981,183
26 Total expenses and disbursements. Add lines 24 and 25 2,075,062 72,879   1,981,183
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,351,208
b Net investment income (if negative, enter -0-) 3,966,194
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 47,077 57,278 57,278
2 Savings and temporary cash investments......... 68,433 577,719 577,719
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)....... 12,596,480 Click to see attachment10,939,445 10,939,445
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment2,668,582 2,668,582
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) 12,711,990 14,243,024 14,243,024
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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 12,711,990 14,243,024
30 Total net assets or fund balances (see instructions)..... 12,711,990 14,243,024
31 Total liabilities and net assets/fund balances (see instructions). 12,711,990 14,243,024
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
12,711,990
2
Enter amount from Part I, line 27a .....................
2
4,351,208
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
17,063,198
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,820,174
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
14,243,024
Form 990-PF (2018)
Form 990-PF (2018)
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 PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c PUBLICLY TRADED SECURITIES 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 9,590,169   8,897,005 693,164
b 5,396,101   3,263,673 2,132,428
c 1,645,796   659,261 986,535
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       693,164
b       2,132,428
c       986,535
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 3,812,127
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see 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))
2017 1,886,687 13,799,859 0.136718
2016 1,812,178 11,247,218 0.161122
2015 1,618,015 8,906,343 0.181670
2014 1,637,171 9,245,363 0.177080
2013 1,376,184 7,351,683 0.187193
2
Total of line 1, column (d) .....................
2
0.843783
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
0.168757
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
13,720,339
5
Multiply line 4 by line 3......................
5
2,315,403
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
39,662
7
Add lines 5 and 6........................
7
2,355,065
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,981,183
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 (2018)
Form 990-PF (2018)
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 Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
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 79,324
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 79,324
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 79,324
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 43,483
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 53,483
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 25,841
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see 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 2018 or the taxable year beginning in 2018? 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 (2018)
    Form 990-PF (2018)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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))?
    (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
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    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
     
     
    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? .................
    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
    JEANNE QUINN TRUSTEE
    1.00
    0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    EDWARD P PARISEAU JR 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
    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
    CHERYL GOUVEIA TRUSTEE
    1.00
    0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    MAUREEN CODY TRUSTEE
    1.00
    0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    CHARLES W CEDERBERG 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
    Form 990-PF (2018)
    Form 990-PF (2018)
    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.............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 (2018)
    Form 990-PF (2018)
    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
    13,707,790
    b
    Average of monthly cash balances.......................
    1b
    221,488
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,929,278
    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
    13,929,278
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    208,939
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    13,720,339
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    686,017
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    686,017
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    79,324
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    79,324
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    606,693
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    606,693
    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
    606,693
    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
    1,981,183
    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
    1,981,183
    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
    1,981,183
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 606,693
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 1,036,218
    b From 2014...... 1,219,947
    c From 2015...... 1,205,826
    d From 2016...... 1,294,974
    e From 2017...... 1,220,722
    fTotal of lines 3a through e........ 5,977,687
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,981,183
    a Applied to 2017, 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 2018 distributable amount..... 606,693
    e Remaining amount distributed out of corpus 1,374,490
    5 Excess distributions carryover applied to 2018. 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 7,352,177
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    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 2013 not
    applied on line 5 or line 7 (see instructions) ...
    1,036,218
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    6,315,959
    10 Analysis of line 9:
    a Excess from 2014.... 1,219,947
    b Excess from 2015.... 1,205,826
    c Excess from 2016.... 1,294,974
    d Excess from 2017.... 1,220,722
    e Excess from 2018.... 1,374,490
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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.)
    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 (2018)
    Form 990-PF (2018)
    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
    ABUNDANT HOPE PREGNANCY RESOURCE CENTER INC
    152 EMORY ST UNIT 4
    ATTLEBORO,MA02703
      PC HEALTH/HUMAN SERVICES 100
    ALMA DEL MAR FOUNDATION
    26 MADEIRA AVENUE
    NEW BEDFORD,MA02746
      PC EDUCATION 5,000
    AMEGO INC
    33 PERRY AVE
    ATTLEBORO,MA027032417
      PC EDUCATION 25,000
    AMERICAN HEART ASSOCIATION
    1 STATE STREET SUITE 200
    PROVIDENCE,RI02908
      PC EDUCATION 10,000
    AMOS HOUSE
    460 PINE STREET
    PROVIDENCE,RI02907
      PC HEALTH/HUMAN SERVICES 4,000
    ARC OF BRISTOL COUNTY
    141 PARK STREET
    ATTLEBORO,MA02703
      PC HEALTH/HUMAN SERVICES 23,600
    ARGOSY COLLEGIATE CHARTER SCHOOL
    263 HAMLET STREET
    FALL RIVER,MA02721
      PC EDUCATION 10,340
    ASSOCIATES FOR HUMAN SERVICES
    68 ALLISON AVENUE
    TAUNTON,MA02780
      PC HEALTH/HUMAN SERVICES 29,460
    ATLANTIS EDUCATIONAL FOUNDATION INC
    37 PARK STREET
    FALL RIVER,MA02721
      PC EDUCATION 5,000
    ATTLEBORO AREA INTERFAITH COLLABORATIVE
    95 PINE ST
    ATTLEBORO,MA02703
      PC HEALTH/HUMAN SERVICES 10,000
    ATTLEBORO AREA SCHOOL TO CAREER
    42 UNION STREET
    ATTLEBORO,MA02703
      PC EDUCATION 10,000
    ATTLEBORO ARTS MUSEUM
    88 PARK STREET
    ATTLEBORO,MA02703
      PC ARTS & CULTURE 560
    ATTLEBORO HIGH SCHOOL
    100 RATHBUN WILLARD DRIVE
    ATTLEBORO,MA02703
      GOV EDUCATION 1,500
    ATTLEBORO PUBLIC SCHOOLS
    100 RATHBUN WILLARD DRIVE
    ATTLEBORO,MA02703
      GOV EDUCATION 35,000
    ATTLEBORO ROTARY CHARITIES FOUNDATION INC
    1382 COUNTY ST
    ATTLEBORO,MA02703
      PC GENERAL SUPPORT 350
    ATTLEBORO YMCA
    63 NORTH MAIN STREET
    ATTLEBORO,MA02703
      PC HEALTH/HUMAN SERVICES 29,800
    BETA COMMUNITY PARTNERSHIPS INC
    PO BOX 695 146 BANK ST
    ATTLEBORO,MA02703
      PC HEALTH/HUMAN SERVICES 12,500
    BISHOP CONNOLLY HIGH SCHOOL
    373 ELSBREE ST
    FALL RIVER,MA02720
      PC EDUCATION 10,380
    BISHOP FEEHAN HIGH SCHOOL
    70 HOLCOTT DRIVE
    ATTLEBORO,MA02703
      PC EDUCATION 11,500
    BLACKSTONE ACADEMY
    334 PLEASANT STREET
    PAWTUCKET,RI02860
      PC EDUCATION 1,000
    BLACKSTONE VALLEY PREP MAYORAL ACADEMY
    7 FATIMA DRIVE
    CUMBERLAND,RI02864
      PC EDUCATION 1,500
    BOOKS ARE WINGS
    1005 MAIN ST SUITE 8116
    PAWTUCKET,RI02864
      PC EDUCATION 8,250
    BOSTON COLLEGE TRUSTEES
    140 COMMONWEALTH AVENUE
    CHESTNUT HILL,MA02467
      PC EDUCATION 10,000
    BOY SCOUTS OF AMERICA
    P O BOX 14777
    EAST PROVIDENCE,RI02914
      PC YOUTH ORGANIZATIONS 30,000
    BOYS & GIRLS CLUB OF GREATER NEW BEDFORD
    166 JENNEY STREET
    NEW BEDFORD,MA02740
      PC YOUTH ORGANIZATIONS 1,841
    BOYS & GIRLS CLUB OF PAWTUCKET
    ONE MOELLER PLACE
    PAWTUCKET,RI02860
      PC YOUTH ORGANIZATIONS 17,500
    BOYS & GIRLS CLUB OF TAUNTON
    31 COURT STREET
    TAUNTON,MA02780
      PC YOUTH ORGANIZATIONS 29,500
    BOYS AND GIRLS CLUBS OF WARWICK
    42 FREDRICK STREET
    WARWICK,RI02888
      PC YOUTH ORGANIZATIONS 150
    BRIDGEWATER STATE COLLEGE FOUNDATION
    131 SUMMER STREET
    BRIDGEWATER,MA02324
      PC EDUCATION 5,000
    BRISTOL AGGIE EDUCATIONAL FOUNDATION INC
    135 CENTER STREET
    DIGHTON,MA02715
      PC EDUCATION 200
    BRISTOL COMMUNITY COLLEGE FOUNDATION
    777 ELSBREE STREET
    FALL RIVER,MA02720
      PC EDUCATION 55,510
    BRISTOL COUNTY AGRICULTURAL HIGH SCHOOL
    135 CENTER STREET
    DIGHTON,MA02715
      GOV EDUCATION 1,500
    BRISTOL-PLYMOUTH REGIONAL TECHNICAL HIGH SCHOOL
    207 HART STREET
    TAUNTON,MA02780
      GOV EDUCATION 1,500
    BUTTONWOOD PARK ZOOLOGICAL SOCIETY INC
    425 HAWTHORN STREET
    NEW BEDFORD,MA02740
      PC EDUCATION 58,500
    BUZZARDS BAY COALITION INC
    114 FRONT STREET
    NEW BEDFORD,MA02740
      PC EDUCATION 1,520
    CAMP ELLIE MAE
    747 WOOD STREET
    SWANSEA,MA02777
      PC YOUTH ORGANIZATIONS 3,000
    CASA DOS ACORES DA NOVA INGLATERRA INC
    232 S MAIN ST
    FALL RIVER,MA02721
      PC ARTS & CULTURE 24,750
    CATHOLIC CHARITIES APPEAL
    450 HIGHLAND AVE
    FALL RIVER,MA02720
      PC HOUSING 1,000
    CATHOLIC SEAL FOUNDATION
    71 MAIN STREET SUITE 8
    LAKEVILLE,MA02347
      PC EDUCATION 10,850
    CENTER FOR WOMEN & ENTERPRISES INC
    24 SCHOOL STREET SUITE 700
    BOSTON,MA02108
      PC ECONOMIC DEVELOPMENT 500
    CHARLES SHEA HIGH SCHOOL
    485 EAST AVENUE
    PAWTUCKET,RI02860
      PC EDUCATION 1,000
    CHILD & FAMILY SERVICES
    3057 ACUSHNET AVENUE
    NEW BEDFORD,MA027406728
      PC EDUCATION 5,384
    CHILDREN'S FRIEND & SERVICE
    153 SUMMER STREET
    PROVIDENCE,RI02903
      PC EDUCATION 7,500
    CHILDRENS WORKSHOP FOUNDATION
    45 INDUSTRIAL ROAD SUITE 100
    CUMBERLAND,RI02864
      PC YOUTH ORGANIZATIONS 450
    CHRISTOPHER HOUSE INC
    10 MARY SCANO DRIVE
    WORCESTER,MA01605
      PC HEALTH/HUMAN SERVICES 1,000
    CITIZENS' SCHOLARSHIP FOUNDATION DIGHTON-REHOBOTH
    PO BOX 696
    REHOBOTH,MA02769
      PC EDUCATION 1,500
    CITY ON A HILL CHARTER PUBLIC SCHOOL NEW BEDFORD
    384 ACUSHNET AVENUE
    NEW BEDFORD,MA02740
      PC EDUCATION 5,000
    COACHING4CHANGE
    427 WINTHROP ST UNIT A
    TAUNTON,MA02780
      PC EDUCATION 26,965
    COMMUNITY FOUNDATION OF SE MA
    128 UNION STREET
    NEW BEDFORD,MA02740
      PC CIVIC & COMMUNITY 56,300
    COMMUNITY VISITING NURSE AGENCY INC
    10 EMORY STREET
    ATTLEBORO,MA02703
      PC HEALTH/HUMAN SERVICES 2,590
    COMPREHENSIVE COMMUNITY ACTION INC (CCAP)
    311 DORIC AVE
    CRANSTON,RI02910
      PC EDUCATION 5,000
    CORLINE CRONANS FAMILY INC
    402 SOUTH ST E
    RAYNHAM,MA02767
      PC HEALTH/HUMAN SERVICES 2,500
    COYLE AND CASSIDY HIGH SCHOOL
    2 HAMILTON STREET
    TAUNTON,MA02780
      PC EDUCATION 14,000
    CSI CHARITABLE FOUNDATION INC
    453 SOUTH MAIN STREET
    ATTLEBORO,MA02703
      PC HEALTH/HUMAN SERVICES 3,800
    DATMA
    336 ACUSHNET AVE
    NEW BEDFORD,MA02740
      PC ARTS & CULTURE 10,000
    DAY ONE
    100 MEDWAY STREET
    PROVIDENCE,RI02906
      PC EDUCATION 4,600
    DENNISON MEMORIAL COMMUNITY CENTER
    755 SOUTH FIRST STREET
    NEW BEDFORD,MA02744
      PC YOUTH ORGANIZATIONS 25,000
    DIGHTON-REHOBOTH REGIONAL HIGH SCHOOL
    2700 REGIONAL ROAD
    NORTH DIGHTON,MA02764
      PC EDUCATION 1,191
    DOWNTOWN ASSOCIATES OF NORTH ATTLEBOROUGH
    31 NORTH WASHINGTON STREET - UNIT 3
    NORTH ATTLEBORO,MA02761
      PC CIVIC & COMMUNITY 2,500
    DOWNTOWN TAUNTON FOUNDATION INC
    8 TRESCOTT STREET
    TAUNTON,MA02780
      PC CIVIC & COMMUNITY 22,000
    EMPTY BOWLS ATTLEBORO
    PO BOX 1192
    ATTLEBORO,MA027032219
      PC GENERAL SUPPORT 250
    FAIRHAVEN HIGH SCHOOL ALUMNI ASSOCIATION INC
    PO BOX 6
    FAIRHAVEN,MA027190006
      PC EDUCATION 3,000
    FALL RIVER HOLIDAY PARADE
    PO BOX 1585
    FALL RIVER,MA02722
      PC CIVIC & COMMUNITY 1,000
    FALL RIVER PUBLIC SCHOOLS
    417 ROCK STREET
    FALL RIVER,MA02721
      PC EDUCATION 20,000
    FALLEN OFFICERS MEMORIAL TRUST OF THE FALL RIVER POLICE
    11 MOHAWK DRIVE
    SOUTH DARTMOUTH,MA02748
      PC EDUCATION 1,000
    FAMILY SERVICE ASSOCIATION
    101 ROCK STREET
    FALL RIVER,MA02720
      PC EDUCATION 5,000
    FOREVER PAWS ANIMAL SHELTER
    300 LYNWOOD ST
    FALL RIVER,MA02721
      PC ANIMAL PROTECTION 250
    FOUNDATION TO ADVANCE CATHOLIC EDUCATION INC
    450 HIGHLAND AVE
    FALL RIVER,MA02720
      PC EDUCATION 7,500
    FRANKLIN FOOD PANTRY INCORPORATED
    43 W CENTRAL STREET PO BOX 116
    FRANKLIN,MA020380116
      PC HEALTH/HUMAN SERVICES 5,000
    FRIENDS OF CAPRON PARK ZOO INC
    201 COUNTY STREET
    ATTLEBORO,MA02703
      PC EDUCATION 920
    FRIENDS OF ST JOHN THE EVANGELIST SCHOOL
    13 HODGES STREET
    ATTLEBORO,MA02703
      PC EDUCATION 4,100
    FRIENDS OF THE ATTLEBORO PUBLIC LIBRARY
    74 NORTH MAIN STREET
    ATTLEBORO,MA02703
      PC EDUCATION 3,485
    FRIENDS OF THE TAUNTON PATHWAYS INC
    617 COHANNET ST
    TAUNTON,MA02780
      PC CIVIC & COMMUNITY 2,500
    GIFTS TO GIVE
    1 TITLEIST DRIVE
    ACUSHNET,MA02743
      PC CIVIC & COMMUNITY 10,000
    GIRL SCOUTS OF SOUTHEASTERN NEW ENGLAND
    500 GREENWICH AVENUE
    WARWICK,RI02886
      PC YOUTH ORGANIZATIONS 2,500
    GIRLS INCORPORATED OF TAUNTON
    131 ARLINGTON STREET
    TAUNTON,MA02780
      PC YOUTH ORGANIZATIONS 8,260
    GIVE KIDS THE WORLD INC
    210 S BASS ROAD
    KISSIMMEE,FL34746
      PC CHILDREN & YOUTH SERVICES 2,500
    GLOBAL LEARNING CHARTER PUBLIC SCHOOL
    190 ASHLEY BLVD
    NEW BEDFORD,MA02746
      PC EDUCATION 8,950
    GREATER FALL RIVER RE-CREATION COMMITTEE INC
    45 ROCK STREET
    FALL RIVER,MA02720
      PC HEALTH/HUMAN SERVICES 200
    GREATER TAUNTON COMMUNITY SERVICES CENTER INC
    111 HIGH ST
    TAUNTON,MA02780
      PC EDUCATION 10,000
    GROW SMART RHODE ISLAND
    1 EMPIRE STREET SUITE 523
    PROVIDENCE,RI02903
      PC ECONOMIC DEVELOPMENT 880
    HEALTHFIRST FAMILY CARE CENTER INC
    387 QUARRY STREET SUITE 100
    FALL RIVER,MA02723
      PC HEALTH/HUMAN SERVICES 10,000
    HEIDREA FOR HEROES INC
    10 CORDAGE PARK CIRCLE SUITE 224
    PLYMOUTH,MA02360
      PC HEALTH/HUMAN SERVICES 5,000
    HOCKOMOCK YMCA
    300 ELMWOOD STREET
    NORTH ATTLEBORO,MA02760
      PC YOUTH ORGANIZATIONS 24,060
    HOLY NAME SCHOOL
    850 PEARCE STEET
    FALL RIVER,MA02720
      PC EDUCATION 5,000
    HOPE & HOSPICE CARE OF RHODE ISLAND
    1085 NORTH MAIN STREET
    PROVIDENCE,RI02904
      PC HEALTH/HUMAN SERVICES 5,000
    HOPEWELL ELEMENTARY SCHOOL
    16 MONROE STREET
    TAUNTON,MA02780
      PC EDUCATION 20,000
    HOUSING NETWORK OF RI
    1070 MAIN STREET
    PAWTUCKET,RI02860
      PC HOUSING 7,500
    IMMIGRANTS' ASSISTANCE CENTER INC
    58 CRAPO STREET
    NEW BEDFORD,MA02740
      PC HEALTH/HUMAN SERVICES 5,000
    JOHN MARTINS FOUNDATION
    5 VALLEY VIEW DRIVE
    NORTH SMITHFIELD,RI02896
      PC GENERAL SUPPORT 1,500
    JUNIOR ACHIEVEMENT OF RHODE ISLAND
    57 GREENE STREET
    WARWICK,RI02886
      PC EDUCATION 2,260
    JUNIOR ACHIEVEMENT OF SOUTHERN MA
    227 UNION STREET SUITE 703
    NEW BEDFORD,MA02740
      PC EDUCATION 20,000
    JUSTICE RESOURCE INSTITUTE INC
    58 ARCH STREET
    FALL RIVER,MA02724
      PC HEALTH/HUMAN SERVICES 24,556
    KATIE BROWN EDUCATIONAL PROGRAM INC
    10 PURCHASE STREET FIFTH FLOOR
    FALL RIVER,MA02720
      PC EDUCATION 4,000
    KEEP ATTLEBORO BEAUTIFUL
    C/O LAURIE DRUCKER - 82 INGALL LANE
    ATTLEBORO,MA027030000
      PC CIVIC & COMMUNITY 500
    KEEP NORTH ATTLEBOROUGH BEAUTIFUL INC
    500 EAST WASHINGTON STREET 62
    NORTH ATTLEBOROUGH,MA02760
      PC CIVIC & COMMUNITY 2,500
    KENNEDY DONOVAN CENTER INC
    ONE COMMERCIAL STREET
    FOXBORO,MA02035
      PC HEALTH/HUMAN SERVICES 12,675
    LALIBERTE PARENTS ORGANIZATION
    777 PLEASANT ST
    RAYNHAM,MA02767
      PC EDUCATION 150
    LISC
    146 CLIFFORD STREET
    PROVIDENCE,RI02903
      PC HOUSING 15,000
    LLOYD CENTER FOR THE ENVIRONMENT
    430 POTOMSKA ROAD
    DARTMOUTH,MA02748
      PC EDUCATION 2,500
    MARION INSTITUTE
    202 SPRING ST
    MARION,MA02738
      PC EDUCATION 4,800
    MASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION
    FLOOR 8 - ONE WASHINGTON MALL
    BOSTON,MA021083906
      PF GENERAL SUPPORT 3,000
    MASSACHUSETTS AUDUBON SOCIETY INC
    1417 PARK ST
    ATTLEBORO,MA02703
      PC EDUCATION 6,900
    MASTERY SCHOOL OF INDEPENDENT LEARNING INC
    30 THIRD STREET BOX 9
    FALL RIVER,MA02720
      PC EDUCATION 2,500
    MEETING STREET MASSACHUSETTS
    ONE POSA PLACE
    DARTMOUTH,MA02747
      PC EDUCATION 27,500
    MT ST CHARLES ACADEMY INC
    800 LOGEE STREET
    WONSOCKET,RI02895
      PC EDUCATION 800
    MY BROTHERS KEEPER INC
    PO BOX 70273
    N DARTMOUTH,MA027470273
      PC HEALTH/HUMAN SERVICES 1,000
    NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE
    95 CEDAR ST
    NEW BEDFORD,MA02740
      PC CIVIC & COMMUNITY 2,260
    NATIVITY PREPARATORY SCHOOL NEW BEDFORD
    66 SPRING STREET
    NEW BEDFORD,MA02740
      PC EDUCATION 10,000
    NEW BEDFORD ART MUSEUM
    608 PLEASANT STREET
    NEW BEDFORD,MA02740
      PC ARTS & CULTURE 8,000
    NEW BEDFORD CHAMBER FOUNDATION
    794 PURCHASE STREET
    NEW BEDFORD,MA02740
      PC CIVIC & COMMUNITY 20,000
    NEW BEDFORD ECONOMIC DEVELOPMENT COUNCIL
    1213 PURCHASE STREET
    NEW BEDFORD,MA02740
      PC ECONOMIC DEVELOPMENT 75,000
    NEW BEDFORD EDUCATORS ASSOCIATION
    160 WILLIAM ST
    NEW BEDFORD,MA02740
      PC EDUCATION 2,500
    NEW BEDFORD FESTIVAL THEATRE
    684 PURCHASE STREET
    NEW BEDFORD,MA02740
      PC ARTS & CULTURE 5,000
    NEW BEDFORD PUBLIC SCHOOLS
    455 COUNTY STREET
    NEW BEDFORD,MA02740
      PC EDUCATION 25,000
    NEW BEDFORD STAR KIDS SCHOLARSHIP PROGRAM
    PO BOX 50494
    NEW BEDFORD,MA02745
      PC EDUCATION 10,000
    NEW BEDFORD SYMPHONY ORCHESTRA
    PO BOX 2053
    NEW BEDFORD,MA02741
      PC EDUCATION 5,000
    NEW BEDFORD WOMEN'S CENTER INC
    405 COUNTY STREET
    NEW BEDFORD,MA02740
      PC HEALTH/HUMAN SERVICES 10,900
    NEW HOPE INC
    140 PARK STREET
    ATTLEBORO,MA02703
      PC HEALTH/HUMAN SERVICES 3,000
    NEWMAN YMCA
    472 TAUNTON AVENUE
    SEEKONK,MA02771
      PC HEALTH/HUMAN SERVICES 5,000
    NORTH ATTLEBORO HIGH SCHOOL
    1 WILSON W WHITTY WAY
    N ATTLEBORO,MA02760
      PC EDUCATION 4,500
    NORTH ATTLEBOROUGH PUBLIC SCHOOLS
    564 LANDRY AVENUE
    NORTH ATTLEBOROUGH,MA02760
      PC EDUCATION 17,000
    NORTHSTAR LEARNING CENTERS INC
    53 LINDEN STREET
    NEW BEDFORD,MA02740
      PC EDUCATION 25,000
    OLD COLONY HISTORICAL SOCIETY
    66 CHURCH GREEN
    TAUNTON,MA02780
      PC EDUCATION 6,000
    OLD COLONY YMCA
    71 COHANNET STREET
    TAUNTON,MA02780
      PC HEALTH/HUMAN SERVICES 5,800
    OLD DARTMOUTH HISTORICAL SOCIETY
    18 JOHNNY CAKE HILL
    NEW BEDFORD,MA02740
      PC ARTS & CULTURE 19,000
    OUR DAILY BREAD SOUP KITCHEN
    111 HIGH STREET
    TAUNTON,MA02780
      PC HEALTH/HUMAN SERVICES 8,250
    OUR LADY OF LOURDES PARISH
    52 FIRST ST
    TAUNTON,MA02780
      PC GENERAL SUPPORT 860
    OUR SISTERS' SCHOOL INC
    145 BROWNELL AVENUE
    NEW BEDFORD,MA02740
      PC EDUCATION 10,000
    PAN MASSACHUSETTS CHALLENGE TRUST
    77 FOURTH AVE
    NEEDHAM,MA02494
      PC HEALTH/HUMAN SERVICES 100
    PAWTUCKET BUSINESS DEVELOPMENT CORPORATION
    137 ROOSEVELT AVENUE 1ST FLOOR
    PAWTUCKET,RI02860
      PC CIVIC & COMMUNITY 7,500
    PAWTUCKET SCHOOL DEPARTMENT
    350 DIVISION STREET
    PAWTUCKET,RI02860
      PC EDUCATION 21,000
    PAWTUCKET SOUP KITCHEN
    WOLCOTT STREET
    PAWTUCKET,RI02860
      PC HEALTH/HUMAN SERVICES 2,000
    PEOPLE ACTING IN COMMUNITY ENDEAVORS INC
    166 WILLIAM STREET
    NEW BEDFORD,MA02740
      PC EDUCATION 4,000
    PEOPLE INCORPORATED
    4 SOUTH MAIN STREET
    FALL RIVER,MA02721
      PC HEALTH/HUMAN SERVICES 2,500
    PRIDE INC
    3 MAPLE STREET
    TAUNTON,MA02780
      PC HEALTH/HUMAN SERVICES 8,000
    PRINCE HENRY SOCIETY OF MASS INC
    C/O BOB GASPAR SCHOLARSHIP COMM PO
    BOX 6726
    NEW BEDFORD,MA02742
      PC EDUCATION 1,000
    PRINCE HENRY SOCIETY OF MASSACHUSETTS INC
    20 TAUNTON GREEN
    TAUNTON,MA02780
      PC EDUCATION 1,600
    PRO-HOME INC
    40 SUMMER STREET
    TAUNTON,MA02780
      PC HOUSING 21,350
    PROVIDENCE CHILDREN'S MUSEUM
    100 SOUTH STREET
    PROVIDENCE,RI02903
      PC EDUCATION 7,500
    RI PHILHARMONIC ORCHESTRA & MUSIC SCHOOL
    667 WATERMAN AVENUE
    EAST PROVIDENCE,RI02914
      PC EDUCATION 7,500
    RAYNHAM FIREFIGHTERS CHARITABLE ASSOCIATION INC
    37 ORCHARD STREET
    RAYNHAM,MA02767
      PC MUNICIPALITY 250
    RAYNHAM YOUTH BASEBALL & SOFTBALL ASSOCIATION INC
    PO BOX 471
    RAYNHAM CENTER,MA02768
      PC YOUTH ORGANIZATIONS 1,000
    REACH OUT AND READ RHODE ISLAND
    ONE RICHMOND SQUARE SUITE 158E
    PROVIDENCE,RI02906
      PC EDUCATION 7,500
    REHOBOTH ANTIQUARIAN SOCIETY
    PO BOX 2
    REHOBOTH,MA02769
      PC ARTS & CULTURE 7,500
    RHODE ISLAND NURSES INSTITUTE MIDDLE COLLEGE CHARTER HIGH SCHOOL
    150 WASHINGTON STREET 4TH FLOOR
    PROVIDENCE,MA02903
      PC EDUCATION 3,000
    ROBBINS CHILDREN'S PROGRAMS INC
    803 NORTH MAIN STREET
    ATTLEBORO,MA02703
      PC EDUCATION 400
    SCHOLARSHIP AMERICA INC
    PO BOX 380
    BRIDGEWATER,MA02324
      PC EDUCATION 1,500
    SOCIETY OF ST VINCENT DE PAUL TAUNTON DISTRICT INC
    141 WASHINGTON ST
    TAUNTON,MA02780
      PC HEALTH/HUMAN SERVICES 5,000
    SOJOURNER HOUSE INC
    386 SMITH STREET
    PROVIDENCE,RI02908
      PC HOUSING 3,500
    SOUTH COAST BUSINESS ALLIANCE
    401 COUNTY STREET NEW BEDFORD MA
    02740
    NEW BEDFORD,MA02740
      PC EDUCATION 2,500
    SOUTHCOAST HEALTH SYSTEM INC
    101 PAGE STREET
    NEW BEDFORD,MA02740
      PC HEALTH/HUMAN SERVICES 50,000
    SOUTHCOAST VISITING NURSE ASSOCIATION
    200 MILL RD STE 120
    FAIRHAVEN,MA02719
      PC HEALTH/HUMAN SERVICES 300
    SOUTHEASTERN MA VETERAN'S HOUSING PROGRAM INC
    20 WILLIS STREET
    NEW BEDFORD,MA02740
      PC HOUSING 25,000
    SOUTHEASTERN REGIONAL SCHOOL FOUNDATION
    250 FOUNDRY STREET
    SOUTH EASTON,MA02375
      PC EDUCATION 750
    ST JOHN PAUL II
    697 CENTRAL AVE
    PAWTUCKET,RI02861
      PC HOUSING 2,500
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105
      PC HEALTH/HUMAN SERVICES 7,200
    ST RAPHAEL ACADEMY
    123 WALCOTT STREET
    PAWTUCKET,RI02860
      PC EDUCATION 2,000
    ST STANISLAUS FAMILY FESTIVAL
    36 ROCKLAND STREET
    FALL RIVER,MA02724
      PC EDUCATION 1,000
    ST VINCENT DE PAUL SOCIETY ATTLEBORO DISTRICT COUNCIL
    6 TANYA DRIVE
    MANSFIELD,MA020481640
      PC HEALTH/HUMAN SERVICES 27,000
    ST VINCENT'S SERVICES
    2425 HIGHLAND AVE
    FALL RIVER,MA02720
      PC HEALTH/HUMAN SERVICES 2,250
    STANLEY STREET TREATMENT AND RESOURCES
    386 STANLEY ST
    FALL RIVER,MA02720
      PC HEALTH/HUMAN SERVICES 50,000
    STEPPINGSTONE INC
    177 NORTH MAIN STREET
    FALL RIVER,MA02724
      PC HOUSING 7,750
    STURDY MEMORIAL FOUNDATION
    211 PARK STREET
    ATTLEBORO,MA02703
      PC HEALTH/HUMAN SERVICES 26,280
    TAUNTON AREA COMMUNITY TABLE INC
    378 BAY STREET
    TAUNTON,MA02780
      PC HEALTH/HUMAN SERVICES 10,000
    TAUNTON ART ASSOC INC
    42 WILLIAMS STREET
    TAUNTON,MA02780
      PC ARTS & CULTURE 500
    TAUNTON HIGH SCHOOL
    50 WILLIAMS STREET
    TAUNTON,MA02780
      GOV EDUCATION 2,500
    TAUNTON HIGH SCHOOL FACULTY AND COMMUNITY SCHOLARSHIP FUND INC
    50 WILLIAMS STREET
    TAUNTON,MA02780
      PC EDUCATION 2,000
    TEAM NOAH FOUNDATION INC
    1031 PHILLIPS ROAD
    NEW BEDFORD,MA02740
      PC CIVIC & COMMUNITY 9,600
    THE ARC OF BLACKSTONE VALLEY
    500 PROSPECT STREET
    PAWTUCKET,RI02860
      PC HEALTH/HUMAN SERVICES 600
    THE CAPITAL GOOD FUND
    22 A STREET
    PROVIDENCE,RI02907
      PC ECONOMIC DEVELOPMENT 10,000
    THE EMPOWERMENT FACTORY
    999 MAIN STREET STUDIO 707
    PAWTUCKET,RI02860
      PC ARTS & CULTURE 6,000
    THE FALL RIVER ROTARY CLUB CHARITABLE FOUNDATION TRUST
    PO BOX 1802
    FALL RIVER,MA02722
      PC CIVIC & COMMUNITY 2,650
    THE LEARNING COMMUNITY CHARTER SCHOOL
    21 LINCOLN AVENUE
    CENTRAL FALLS,RI02863
      PC EDUCATION 7,500
    THE LITERACY CENTER
    80 N MAIN ST
    ATTLEBORO,MA02703
      PC EDUCATION 7,500
    THE NEMASKET GROUP INC
    56 BRIDGE STREET
    FAIRHAVEN,MA02719
      PC HEALTH/HUMAN SERVICES 3,000
    THE PAWTUCKET FOUNDATION
    PO BOX 515
    PAWTUCKET,RI02860
      PC ECONOMIC DEVELOPMENT 14,750
    THE SALVATION ARMY
    5 MECHANIC STREET PO BOX 2611
    ATTLEBORO,MA02703
      PC HEALTH/HUMAN SERVICES 7,670
    THE WHITNEY ACADEMY
    PO BOX 619
    EAST FREETOWN,MA02717
      PC EDUCATION 6,000
    THE WOMAN AT THE WELL INC
    19 COURT STREET
    TAUNTON,MA02780
      PC HEALTH/HUMAN SERVICES 250
    THOMAS CHEW MEMORIAL BOYS CLUB INC
    803 BEDFORD STREET PO BOX 5155
    FALL RIVER,MA02723
      PC YOUTH ORGANIZATIONS 11,250
    THRIVE BEHAVIORAL HEALTH INC
    2756 POST ROAD SUITE 104
    WARWICK,RI02886
      PC HEALTH/HUMAN SERVICES 1,000
    TRIUMPH INC
    100 HON GORDON OWEN RIVERWAY
    TAUNTON,MA02780
      PC EDUCATION 15,000
    USS MASS MEMORIAL COMMITTEE INC
    5 WATER STREET BATTLESHIP COVE
    FALL RIVER,MA02721
      PC CIVIC & COMMUNITY 15,000
    UASPIRE
    31 MILK ST STE 901
    BOSTON,MA02109
      PC EDUCATION 2,500
    UMASS DARTMOUTH FOUNDATION INC
    285 OLD WESTPORT ROAD
    NORTH DARTMOUTH,MA02747
      PC EDUCATION 50,000
    UNITED WAY OF GREATER ATTLEBOROTAUNTON
    247 MAPLE STREET
    ATTLEBORO,MA02703
      PC HEALTH/HUMAN SERVICES 18,750
    UNITED WAY OF GREATER FALL RIVER
    30 BEDFORD STREET
    FALL RIVER,MA02720
      PC HEALTH/HUMAN SERVICES 10,476
    UNITED WAY OF GREATER NEW BEDFORD
    128 UNION ST SUITE 105
    NEW BEDFORD,MA02740
      PC HEALTH/HUMAN SERVICES 14,500
    UNITED WAY OF MASSACHUSETTS BAY INC
    51 SLEEPER STREET
    BOSTON,MA02210
      PC HEALTH/HUMAN SERVICES 56,250
    UNIVERSITY OF MASSACHUSETTS DARTMOUTH
    285 OLD WESTPORT ROAD
    NORTH DARTMOUTH,MA02747
      PC EDUCATION 1,000
    VIETNAM VETERANS MEMORIAL WALL COMMITTEE INC
    982 EASTERN AVE
    FALL RIVER,MA02723
      PC EDUCATION 25,000
    WATERFRONT HISTORIC AREA LEAGUE OF NEW BEDFORD
    15 JOHNNY CAKE HILL
    NEW BEDFORD,MA02740
      PC ECONOMIC DEVELOPMENT 4,700
    WILLIAM E TOLMAN HIGH SCHOOL
    150 EXCHANGE STREET
    PAWTUCKET,RI02860
      PC EDUCATION 1,000
    YMCA OF PAWTUCKET
    660 ROOSEVELT AVENUE
    PAWTUCKET,RI02860
      PC YOUTH ORGANIZATIONS 10,350
    YMCA SOUTHCOAST INC
    199 NORTH MAIN STREET
    FALL RIVER,MA02720
      PC YOUTH ORGANIZATIONS 600
    YOUNG VOICES
    150 MILLER AVE
    PROVIDENCE,RI02905
      PC YOUTH ORGANIZATIONS 5,000
    YOUR THEATRE INC
    136 RIVET ST
    NEW BEDFORD,MA02744
      PC ARTS & CULTURE 12,500
    YWCA OF SOUTHEASTERN MASSACHUSETTS
    20 SOUTH SIXTH STREET
    NEW BEDFORD,MA02740
      PC HOUSING 5,450
    ZEITERION THEATRE INC
    684 PURCHASE ST
    NEW BEDFORD,MA02740
      PC ARTS & CULTURE 27,100
    Total .................................bullet 3a 1,981,183
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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....     14 226,612  
    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..... 900099 334      
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 3,812,127  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aCITC TAX CREDIT
    900099     39,920  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 334 4,078,659 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,078,993
    (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.)
    1 TAX CREDITS RELATED TO GRANTS
    Form 990-PF (2018)
    Form 990-PF (2018)
    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? ...........
    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 (2018)
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) 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

    $ 333,510


    (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

    $ 545,610


    (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

    $ 681,606


    (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

    $ 492,271


    (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

    $ 294,280


    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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
    3000 SHARES OF AMERICAN WATER WORKS INC $ 333,510 2019-05-19
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    3000 SHARES OF STRYKER CORP. $ 545,610 2019-04-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    3
    1800 SHARES OF BOEING CO. $ 681,606 2019-04-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    4
    1300 SHARES OF WATER WORKS $ 492,271 2019-04-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    5
    4000 SHARES OF ABBOTT LABORATORIES $ 294,280 2019-04-24
    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE
     
    FOUNDATION INC
    EIN:
    04-3332966
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,150 3,150   0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 ExpenditureResponsibilityStmt
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE
     
    FOUNDATION INC
    EIN:
    04-3332966
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    MASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION
     
    FLOOR 8 - ONE WASHINGTON MALL
    BOSTON,MA021083906
    2019-07-23 3,000 GENERAL SUPPORT AND GIFT GIVING. 3,000 GRANTEE DIDNT DIVERT ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT   2021-08-07 MASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION HAS NOT SELECTED A RECIPIENT FOR GIFTED FUNDS; HOWEVER, THE ORGANIZATION'S REPORT OF 8/7/19 INDICATED THEY WILL NOTIFY BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION ONCE A PUBLIC CHARITY RECIPIENT HAS BEEN SELECTED.

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE
     
    FOUNDATION INC
    EIN:
    04-3332966
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ADOBE SYSTEMS INCORPORATED NTS ISIN 52,917 52,917
    AMAZON.COM,INC. NTS FULL CALL ISIN 100,002 100,002
    AMERICAN EXPRESS CREDIT CORPORATION MTN ISIN 100,242 100,242
    AMGEN INC. NTS ISIN 25,871 25,871
    BB&T CORPORATION MTN ISIN 50,232 50,232
    BANK OF AMERICA CORPORATION MTN ISIN 51,839 51,839
    BANK OF MONTREAL MTN 100,157 100,157
    BANK OF NEW YORK MELLON CORPORATION MTN US06406FAA112 50,457 50,457
    BANK OF NEW YORK MELLON CORPORATION MTN US06406HDD89 100,549 100,549
    BANK OF NOVA SCOTIA NTS ISIN 101,725 101,725
    BERKSHIRE HATHAWAY FINANCE CORPORATION NTS ISIN US084664BT72 103,449 103,449
    BERKSHIRE HATHAWAY FINANCE CORPORATION NTS ISIN US084670BS67 53,173 53,173
    BLACKROCK, INC NTS ISIN 106,931 106,931
    BRISTOL-MYERS SQUIBB 104,345 104,345
    BURLINGTON NORTHERN SANTA FE CORPORATION DEBENTURE ISIN 35,862 35,862
    EMERSON ELECTRIC CO. NTS ISIN 101,611 101,611
    GILEAD SCIENCES, INC. NTS ISIN 100,549 100,549
    GOLDMAN SACHS GROUP INC. NTS ISIN 100,280 100,280
    JPMORGAN CHASE & CO 100,044 100,044
    MORGAN STANLEY MTN ISIN 8,064 8,064
    NATIONAL RURAL UTILITIES COOPERATIVE FINANCE CORPORATION MTN PAYS MONTHLY IS 148,491 148,491
    ORACLE CORPORATION NTS ISIN 104,137 104,137
    PNC FINANCIAL SERVICES GROUP INC NTS ISIN 51,505 51,505
    PUBLIC SERVICE ELECTRIC AND GAS COMPANY MTN ISIN 52,117 52,117
    QUALCOMM INC NTS ISIN 50,041 50,041
    RALPH LAUREN CORPORATION NTS ISN 100,632 100,632
    STATE STREET CORPORATION NTS ISIN 103,458 103,458
    TORONTO-DOMINION BANK MTN ISIN US89114QBG29 100,310 100,310
    TORONTO-DOMINION BANK MTN ISIN US89114QBX51 100,818 100,818
    TORONTO-DOMINION BANK MTN ISIN US89114QBZ00 51,094 51,094
    US BANCORP MTN ISIN 102,556 102,556
    WESTAR ENERGY INC. 1ST MTG ISIN 52,716 52,716
    WESTPAC BANKING CORPORATION NTS ISIN 102,408 102,408

    TY 2018 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
    AMETEK INCORPORATED NEW 586,560 586,560
    CHURCH & DWIGHT INCORPORATED 531,544 531,544
    DANAHER CORPATION 523,716 523,716
    DISNEY WALT COMPANY COM DISNEY (DIS) 545,664 545,664
    LEIDOS HLDGS INCORPORATED (LDOS) 603,610 603,610
    MCCORMICK & COMPANY INCORPORATED COM NON VTG (MKC) 482,070 482,070
    MICROSOFT CORPORATION (MSFT) 616,491 616,491
    ROPER TECHNOLOGIES INCORPORATED (ROP) 505,440 505,440
    SALESFORCE COM INCORPORATED (CRM) 625,960 625,960
    SERVICENOW INCORPORATED (NOW) 543,972 543,972
    STRYKER CORPORATION (SYK) 432,540 432,540
    TJX COMPANIES INCORPORATED NEW (TJX) 605,325 605,325
    TEXAS INSTRS INCORPORATED (TXN) 530,955 530,955
    THERMO FISHER SCIENTIFIC INCORPORATED (TMO) 603,960 603,960
    UNITED PARCEL SERVICE INCORPORATED CLASS B (UPS) 575,850 575,850
    UNITED TECHNOLOGIES CORPORATION (UTX) 502,530 502,530
    VISA INCORPORATED COM CLASS A (V) 608,124 608,124
    WASTE MGMT INCORPORATED DEL (WM) 561,050 561,050
    PROLOGIS INCORPORATED REIT (PLD) 658,200 658,200
    1ST FNCL BANK USA FDIC #1673 CERTIFICATE OF DEPOSIT 100,037 100,037
    GOLDMAN SACHS BANK USA NEW YORK, NY FDIC #33124 CERTIFICATE OF DEPOSIT 95,559 95,559
    GOLDMAN SACHS BANK USA NEW YORK, NY FDIC #33124 CERTIFICATE OF DEPOSIT 50,011 50,011
    JPMORGAN CHASE BANK NA COLUMBUS, OH FDIC #628 CERTIFICATE OF DEPOSIT 50,277 50,277

    TY 2018 OtherDecreasesSchedule
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE
     
    FOUNDATION INC
    EIN:
    04-3332966
    Description Amount
    UNREALIZED FAS 115 GAIN 2,820,174


    TY 2018 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 207 207   0
    INVESTMENT FEES 69,382 69,382   0
    REPORT FEES 15 15   0
    TAX RETURN FEES 125 125   0


    TY 2018 OtherIncomeSchedule2
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE
     
    FOUNDATION INC
    EIN:
    04-3332966
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 334 334 334
    CITC TAX CREDIT 39,920   39,920


    TY 2018 TaxesSchedule
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE
     
    FOUNDATION INC
    EIN:
    04-3332966
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 21,000 0   0