-
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
01-01-2019
, and ending
12-31-2019
Name of foundation
ROCKLAND TRUST CHARITABLE FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
288 UNION STREET
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROCKLAND
,
MA
02370
A Employer identification number
20-2668833
B
Telephone number (see instructions)
(781) 982-6100
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)
$
16,988,512
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)
200,000
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
394,754
394,754
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
418,919
b
Gross sales price for all assets on line 6a
4,994,562
7
Capital gain net income (from Part IV, line 2)
...
418,919
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
........
1,013,673
813,673
0
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)
.......
14,000
3,500
0
10,500
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
14,506
3,244
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
159,699
81,012
0
78,692
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
188,205
87,756
0
89,192
25
Contributions, gifts, grants paid
.......
912,230
944,230
26
Total expenses and disbursements.
Add lines 24 and 25
1,100,435
87,756
0
1,033,422
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-86,762
b
Net investment income
(if negative, enter -0-)
725,917
c
Adjusted net income
(if negative, enter -0-)
...
0
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
.............
80,281
16,812
16,812
2
Savings and temporary cash investments
.........
235,980
433,137
433,137
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
..........
2,558
2,848
2,848
10a
Investments—U.S. and state government obligations (attach schedule)
2,827,341
3,173,402
3,173,402
b
Investments—corporate stock (attach schedule)
.......
10,301,030
9,293,139
9,293,139
c
Investments—corporate bonds (attach schedule)
.......
1,870,756
4,069,174
4,069,174
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)
15,317,946
16,988,512
16,988,512
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
332,000
300,000
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)
.........
332,000
300,000
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
14,985,946
16,688,512
29
Total net assets or fund balances
(see instructions)
.....
14,985,946
16,688,512
30
Total liabilities and net assets/fund balances
(see instructions)
.
15,317,946
16,988,512
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
14,985,946
2
Enter amount from Part I, line 27a
.....................
2
-86,762
3
Other increases not included in line 2 (itemize)
3
1,796,779
4
Add lines 1, 2, and 3
..........................
4
16,695,963
5
Decreases not included in line 2 (itemize)
5
7,451
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
16,688,512
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
PUBLICLY TRADED SECURITIES
P
b
PUBLICLY TRADED SECURITIES
P
c
PUBLICLY TRADED SECURITIES
P
d
PUBLICLY TRADED SECURITIES
P
e
CAPITAL GAINS DIVIDENDS
P
(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
1,077,790
1,069,098
8,692
b
3,705,306
3,358,241
347,065
c
148,304
148,304
0
d
1,646
1,646
e
61,516
61,516
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
8,692
b
347,065
c
0
d
1,646
e
61,516
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
418,919
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
8,692
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
968,964
11,492,586
0.084312
2017
449,982
7,116,368
0.063232
2016
350,939
7,101,281
0.049419
2015
1,351,885
6,775,749
0.199518
2014
386,622
6,441,184
0.060023
2
Total
of line 1, column (d)
.....................
2
0.456504
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
0.091301
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
16,078,812
5
Multiply line 4 by line 3
......................
5
1,468,012
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
7,259
7
Add lines 5 and 6
........................
7
1,475,271
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,033,422
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
14,518
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
14,518
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
14,518
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
8,400
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
14,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
22,400
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
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
7,873
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
7,873
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
WWW.ROCKLANDTRUST.COM
14
The books are in care of
JEANNE TRAVERS
Telephone no.
(781) 982-6637
Located at
58 MAIN STREET
FRANKLIN
MA
ZIP+4
02038
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
No
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
EDWARD H SEKSAY
PRESIDENT/DIRECTOR
1.00
0
0
0
288 UNION STREET
ROCKLAND
,
MA
02370
JEFFREY SMITH
DIRECTOR
1.00
0
0
0
288 UNION STREET
ROCKLAND
,
MA
02370
GERARD NADEAU
DIRECTOR
1.00
0
0
0
288 UNION STREET
ROCKLAND
,
MA
02370
MARGARET MCCARTHY
DIRECTOR
1.00
0
0
0
288 UNION STREET
ROCKLAND
,
MA
02370
JENNIFER MARINO
DIRECTOR
1.00
0
0
0
288 UNION STREET
ROCKLAND
,
MA
02370
ALEXANDRA ANTONINO
TREASURER (NONVOTING)
1.00
0
0
0
288 UNION STREET
ROCKLAND
,
MA
02370
JEANNE L TRAVERS
CLERK (NONVOTING)
5.00
0
0
0
288 UNION STREET
ROCKLAND
,
MA
02370
JOSHUA HANSON
ASST. TREASURER (NONVOTING)
1.00
0
0
0
288 UNION STREET
ROCKLAND
,
MA
02370
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
ROCKLAND TRUST
INVESTMENT MANAGEMENT
79,366
288 UNION STREET
ROCKLAND
,
MA
02370
ROCKLAND TRUST
ADMINISTRATIVE
63,000
288 UNION STREET
ROCKLAND
,
MA
02370
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
15,944,051
b
Average of monthly cash balances
.......................
1b
379,616
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
16,323,667
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
16,323,667
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
244,855
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
16,078,812
6
Minimum investment return.
Enter 5% of line 5
..................
6
803,941
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
803,941
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
14,518
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
14,518
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
789,423
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
789,423
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
789,423
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
1,033,422
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
1,033,422
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
1,033,422
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
789,423
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
......
813,999
b
From 2015
......
1,157,538
c
From 2016
......
d
From 2017
......
99,313
e
From 2018
......
402,687
f
Total
of lines 3a through e
........
2,473,537
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,033,422
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
.....
789,423
e
Remaining amount distributed out of corpus
243,999
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
2,717,536
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)
...
813,999
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
1,903,537
10
Analysis of line 9:
a
Excess from 2015
....
1,157,538
b
Excess from 2016
....
c
Excess from 2017
....
99,313
d
Excess from 2018
....
402,687
e
Excess from 2019
....
243,999
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:
JEANNE TRAVERS
288 UNION STREET
ROCKLAND
,
MA
02370
(781) 982-6637
b
The form in which applications should be submitted and information and materials they should include:
APPLICATIONS AVAILABLE AT 288 UNION STREET, ROCKLAND, MA 02370.
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:
ROCKLAND TRUST CHARITABLE FOUNDATION AWARDS GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS THAT MEET OUR GIVING GUIDELINES AND ARE LOCATED IN OR BENEFIT OUR SERVICE 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
ADVERTISING CLUB OF GREATER BOSTON FOUNDATION INC
22 BATTERYMARCH STREET
BOSTON
,
MA
02109
NONE
PC
PROGRAM SUPPORT
10,000
ALDEN KINDRED OF AMERICA INC
105 ALDEN STREET
DUXBURY
,
MA
02331
NONE
PC
PROGRAM SUPPORT
3,000
ALS ONE
8 INDUSTRIAL WAY
WHITMAN
,
MA
02382
NONE
PC
PROGRAM SUPPORT
5,000
AMERICAN CONSUMER CREDIT COUNSELING INC
130 RUMFORD AVENUE
AUBURNDALE
,
MA
02466
NONE
PC
PROGRAM SUPPORT
20,000
APPLE TREE ARTS INC
ONE GRAFTON COMMON
GRAFTON
,
MA
01519
NONE
PC
PROGRAM SUPPORT
1,000
AQUIDNECK LAND TRUST
790 AQUIDNECK AVENUE
MIDDLETOWN
,
RI
02842
NONE
PC
PROGRAM SUPPORT
5,000
ARTISTS FOR HUMANITY
100 WEST 2ND STREET
BOSTON
,
MA
02127
NONE
PC
PROGRAM SUPPORT
5,000
ASIAN AMERICAN CIVIC ASSOCIATION
87 TYLER STREET
BOSTON
,
MA
02111
NONE
PC
PROGRAM SUPPORT
3,000
ATTLEBORO AREA INTERFAITH COLLABORATIVE
95 PINE STREET
ATTLEBORO
,
MA
02703
NONE
PC
PROGRAM SUPPORT
1,000
ATTLEBORO MUSEUM INC
86 PARK STREET
ATTLEBORO
,
MA
02703
NONE
PC
PROGRAM SUPPORT
2,500
BARNSTABLE LAND TRUST INC
1540 MAIN STREET
W BARNSTABLE
,
MA
02668
NONE
PC
PROGRAM SUPPORT
2,500
BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH
275 SANDWICH STREET
PLYMOUTH
,
MA
02360
NONE
PC
PLEDGE
12,000
BIG BROTHERS BIG SISTERS OF MASSACHUSETTS BAY
75 FEDERAL ST 8TH FLOOR
BOSTON
,
MA
021101913
NONE
PC
PROGRAM SUPPORT
5,000
BIG BROTHERS BIG SISTERS OF RHODE ISLAND INC
1540 PONTIAC AVENUE
CRANSTON
,
RI
02920
NONE
PC
PROGRAM SUPPORT
5,000
BOSTON ARTS ACADEMY FOUNDATION
45 TEMPLE PLACE 4TH FLOOR
BOSTON
,
MA
02111
NONE
PC
PROGRAM SUPPORT
5,000
BOSTON CHINATOWN NEIGHBORHOOD CENTER
885 WASHINGTON ST
BOSTON
,
MA
021111415
NONE
PC
PROGRAM SUPPORT
10,000
BOSTON COLLEGE HIGH SCHOOL
150 MORRISSEY BOULEVARD
BOSTON
,
MA
02125
NONE
PC
PLEDGE
25,000
BOSTON PARTNERS IN EDUCATION
44 FARNSWORTH STREET
BOSTON
,
MA
02210
NONE
PC
PROGRAM SUPPORT
5,000
BOYS & GIRLS CLUB OF BROCKTON (AKA BOYS & GIRLS CLUBS OF METRO SOUTH)
233 WARREN AVENUE
BROCKTON
,
MA
023014321
NONE
PC
PROGRAM SUPPORT
5,000
BOYS & GIRLS CLUB OF BROCKTON (AKA BOYS & GIRLS CLUBS OF METRO SOUTH)
233 WARREN AVENUE
BROCKTON
,
MA
023014321
NONE
PC
PROGRAM SUPPORT
5,000
BOYS & GIRLS CLUB OF DORCHESTER INC
1135 DORCHESTER AVENUE
DORCHESTER
,
MA
02125
NONE
PC
PROGRAM SUPPORT
10,000
BOYS & GIRLS CLUB OF FALL RIVER
803 BEDFORD STREET PO BOX 5155
FALL RIVER
,
MA
02723
NONE
PC
PROGRAM SUPPORT
2,500
BOYS & GIRLS CLUB OF FALL RIVER
803 BEDFORD STREET PO BOX 5155
FALL RIVER
,
MA
02723
NONE
PC
PROGRAM SUPPORT
1,250
BOYS & GIRLS CLUB OF MARSHFIELD INC
37 PROPRIETORS DRIVE
MARSHFIELD
,
MA
02061
NONE
PC
PROGRAM SUPPORT
3,000
BOYS & GIRLS CLUB OF PROVIDENCE
550 WICKENDEN STREET
PROVIDENCE
,
RI
02903
NONE
PC
PROGRAM SUPPORT
10,000
BOYS AND GIRLS CLUB OF WORCESTER
65 TAINTER STREET
WORCESTER
,
MA
01610
NONE
PC
PROGRAM SUPPORT
5,000
BRIDGEWATER STATE UNIVERSITY FOUNDATION
26 SUMMER STREET
BRIDGEWATER
,
MA
02325
NONE
PC
PROGRAM SUPPORT
5,000
BRISTOL COMMUNITY COLLEGE FOUNDATION INC
777 ELSBREE STREET
FALL RIVER
,
MA
02720
NONE
PC
PROGRAM SUPPORT
2,500
BROCKTON AREA MULTI-SERVICES
10 CHRISTYS DRIVE
BROCKTON
,
MA
02301
NONE
PC
PROGRAM SUPPORT
2,500
BROCKTON VISITING NURSE ASSOCIATION
500 BELMONT ST
BROCKTON
,
MA
02301
NONE
PC
PROGRAM SUPPORT
7,500
BROOKLINE TEEN CENTER INC
40 ASPINWALL AVENUE
BROOKLINE
,
MA
02446
NONE
PC
PROGRAM SUPPORT
2,500
BUTTON HOLE
ONE BUTTON HOLE DRIVE
PROVIDENCE
,
RI
02909
NONE
PC
PROGRAM SUPPORT
1,730
CAPE COD CHILD DEVELOPMENT PROGRAM INC
83 PEARL STREET
HYANNIS
,
MA
02601
NONE
PC
PROGRAM SUPPORT
2,500
CAPE COD COMMERICIAL FISHERMENS ALLIANCE INC
1566 MAIN STREET
CHATHAM
,
MA
02633
NONE
PC
PROGRAM SUPPORT
2,500
CAPE COD COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC
2240 IYANNOUGH RD
W BARNSTABLE
,
MA
02668
NONE
PC
PLEDGE
5,000
CAPE COD COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC
2240 IYANNOUGH RD
W BARNSTABLE
,
MA
02668
NONE
PC
PROGRAM SUPPORT
3,000
CAPE COD PRIDE INC
PO BOX 246
MASHPEE
,
MA
02649
NONE
PC
PROGRAM SUPPORT
1,500
CAPE COD YMCA
2245 IYANNOUGH ROAD
W BARNSTABLE
,
MA
02668
NONE
PC
PROGRAM SUPPORT
5,000
CARDINAL CUSHING CENTERS INC
405 WASHINGTON STREET
HANOVER
,
MA
02339
NONE
PC
PROGRAM SUPPORT
15,000
CARITAS COMMUNITIES INC
25 BRAINTREE HILL OFFICE PARK
BRAINTREE
,
MA
02184
NONE
PC
PROGRAM SUPPORT
2,000
CATHOLIC CHARITIES DIOCESE OF WORCESTER INC
10 HAMMOND STREET
WORCESTER
,
MA
01610
NONE
PC
PROGRAM SUPPORT
5,000
CATHOLIC SEAL FOUNDATION INC
71 MAIN STREET SUITE 8
LAKEVILLE
,
MA
02347
NONE
PC
PROGRAM SUPPORT
2,500
CHAPEL HILL-CHAUNCY HALL SCHOOL
785 BEAVER STREET
WALTHAM
,
MA
02452
NONE
PC
PLEDGE
10,000
CHARITY GUILD INC
501 MAIN STREET
BROCKTON
,
MA
02301
NONE
PC
PROGRAM SUPPORT
1,500
CHILDREN'S INVESTMENT FUND INC
18 TREMONT STREET SUITE 500
BOSTON
,
MA
02108
NONE
PC
PROGRAM SUPPORT
15,000
CHRYSTINE M SULLIVAN MEMORIAL FUND INC
PO BOX 762
HANOVER
,
MA
02339
NONE
PC
PROGRAM SUPPORT
2,500
COASTAL FOODSHED INC
466 BROCK AVE
NEW BEDFORD
,
MA
02744
NONE
PC
PROGRAM SUPPORT
2,500
COHASSET CENTER FOR STUDENT COASTAL RESEARCH INC
40 PARKER AVENUE
COHASSET
,
MA
02025
NONE
PC
PROGRAM SUPPORT
1,000
COLLEGE LIGHT OPERA COMPANY INC
54 CHAPOQUOIT ROAD
FALMOUTH
,
MA
02540
NONE
PC
PROGRAM SUPPORT
2,500
COLLEGE VISIONS
131 WASHINGTON STREET SUITE 205
PROVIDENCE
,
RI
02903
NONE
PC
PROGRAM SUPPORT
1,000
COMMUNITY NURSE HOME CARE INC
62 CENTER ST
FAIRHAVEN
,
MA
02719
NONE
PC
PROGRAM SUPPORT
2,500
COMMUNITY VISITING NURSE AGENCY INC
10 EMORY STREET
ATTLEBORO
,
MA
02703
NONE
PC
PROGRAM SUPPORT
5,000
CRISTO REY BOSTON HIGH SCHOOL
100 SAVIN HILL AVENUE
BOSTON
,
MA
02125
NONE
PC
PROGRAM SUPPORT
3,000
DCF KIDS FUND INC AKA WONDERFUND
600 WASHINGTON STREET
BOSTON
,
MA
02111
NONE
PC
PROGRAM SUPPORT
20,000
DUFFY HEALTH CENTER INC
94 MAIN STREET
HYANNIS
,
MA
02601
NONE
PC
PROGRAM SUPPORT
3,500
DUXBURY BEACH RESERVATION INC
457 WASHINGTON STREET
DUXBURY
,
MA
02332
NONE
PC
PROGRAM SUPPORT
5,000
EMPOWER HER INC
137 WASHINGTON STREET
NORWELL
,
MA
02061
NONE
PC
PROGRAM SUPPORT
2,500
EPIPHANY SCHOOL
154 CENTRE STREET
DORCHESTER
,
MA
02124
NONE
PC
PROGRAM SUPPORT
2,500
FAMILIES FIRST PARENTING PROGRAMS
9 GALEN STREET SUITE 400
WATERTOWN
,
MA
02130
NONE
PC
PROGRAM SUPPORT
3,000
FAMILY & COMMUNITY RESOURCES INC
18 NEWTON STREET
BROCKTON
,
MA
02324
NONE
PC
PROGRAM SUPPORT
1,500
FAMILY EQUALITY COUNCIL
475 PARK AVENUE SOUTH SUITE 2100
NEW YORK
,
NY
10016
NONE
PC
PROGRAM SUPPORT
5,000
FARM AND COMMUNITY COLLABORATIVE INC
2 MARK TWAIN DRIVE
LAKEVILLE
,
MA
02347
NONE
PC
PROGRAM SUPPORT
1,000
FENWAY COMMUNITY HEALTH CENTER INC
1340 BOYLSTON STREET
BOSTON
,
MA
02215
NONE
PC
PROGRAM SUPPORT
6,000
FOUNDATION FOR METROWEST INC
3 ELLIOTT STREET
NATICK
,
MA
01760
NONE
PC
PROGRAM SUPPORT
5,000
FOUNDATION TO ADVANCE CATHOLIC EDUCATION
450 HIGHLAND AVE
FALL RIVER
,
MA
02722
NONE
PC
PROGRAM SUPPORT
10,000
FRIENDS OF BOSTON'S HOMELESS
12 WISE STREET
BOSTON
,
MA
02130
NONE
PC
PROGRAM SUPPORT
2,500
FRIENDS OF THE CHILDREN - BOSTON INC
184 DUDLEY STREET SUITE 100
ROXBURY
,
MA
021192556
NONE
PC
PROGRAM SUPPORT
10,000
FRIENDS OF THE REV LARSON SENIOR CENTER INC
25 SOUTH MAIN STREET
ATTLEBORO
,
MA
02703
NONE
PC
PROGRAM SUPPORT
1,000
FRIENDSHIP HOME INC
458 MAIN ST
NORWELL
,
MA
02061
NONE
PC
PLEDGE
10,000
FULLER CRAFT MUSEUM INC
455 OAK STREET
BROCKTON
,
MA
02301
NONE
PC
PROGRAM SUPPORT
5,000
GIRL SCOUTS OF EASTERN MASSACHUSETTS INC
420 BOYLSTON STREET SUITE 505
BOSTON
,
MA
02116
NONE
PC
PROGRAM SUPPORT
5,000
GIRL SCOUTS OF SOUTHEASTERN NEW ENGLAND
500 GREENWICH AVENUE
WARWICK
,
RI
02886
NONE
PC
PROGRAM SUPPORT
2,500
GREATER BOSTON PFLAG
85 RIVER STREET SUITE 3A
WALTHAM
,
MA
02453
NONE
PC
PROGRAM SUPPORT
5,000
GROUNDWORK SOMERVILLE INC
337 SOMERVILLE AVENUE 2B
SOMERVILLE
,
MA
02143
NONE
PC
PROGRAM SUPPORT
1,000
HEALTH IMPERATIVES INC
942 WEST CHESTNUT STREET
BROCKTON
,
MA
02301
NONE
PC
PROGRAM SUPPORT
1,000
HISTORIC HIGHFIELD INC
56 HIGHFIELD DRIVE
FALMOUTH
,
MA
02540
NONE
PC
PROGRAM SUPPORT
5,000
HOCKOMOCK YOUNG MENS CHRISTIAN ASSOCIATION INC
300 ELMWOOD STREET
NORTH ATTLEBORO
,
MA
02760
NONE
PC
PROGRAM SUPPORT
2,500
HOPKINTON CENTER FOR THE ARTS
98 HAYDEN ROWE STREET
HOPKINTON
,
MA
01748
NONE
PC
PROGRAM SUPPORT
1,000
HORACE MANN EDUCATIONAL ASSOCIATES INC
8 FORGE PARK
FRANKLIN
,
MA
02038
NONE
PC
PROGRAM SUPPORT
8,500
HOUSE OF POSSIBILITIES INC
350 WASHINGTON STREET
EASTON
,
MA
02356
NONE
PC
PROGRAM SUPPORT
2,500
HOUSING SOLUTIONS FOR SOUTHEASTERN MA
169 SUMMER STREET
KINGSTON
,
MA
02364
NONE
PC
PROGRAM SUPPORT
7,500
ISLAND FOOD PANTRY OF MARTHAS VINEYARD INC
PO BOX 1874
VINEYARD HAVEN
,
MA
02568
NONE
PC
PROGRAM SUPPORT
2,500
ITALIAN HOME FOR CHILDREN
1125 CENTRE STREET
JAMAICA PLAIN
,
MA
02130
NONE
PC
PROGRAM SUPPORT
2,500
JETT FOUNDATION INC
36 CORDAGE PARK CIRCLE SUITE 328
PLYMOUTH
,
MA
02360
NONE
PC
PROGRAM SUPPORT
5,000
JOHN M BARRY BOYS & GIRLS CLUB OF NEWTON INC
675 WATERTOWN STREET
NEWTONVILLE
,
MA
02460
NONE
PC
PROGRAM SUPPORT
2,500
JORDAN HOSPITAL CLUB INC
275 SANDWICH STREET
PLYMOUTH
,
MA
02360
NONE
PC
PROGRAM SUPPORT
5,000
JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS
128 UNION STREET
NEW BEDFORD
,
MA
02740
NONE
PC
PROGRAM SUPPORT
1,500
JUVENILE DIABETES RESEARCH FOUNDATION
60 WALNUT STREET
WELLESLEY
,
MA
02481
NONE
PC
PROGRAM SUPPORT
1,000
KENNEDY-DONOVAN CENTER INC
1 COMMERCIAL STREET
FOXBORO
,
MA
02035
NONE
PC
PROGRAM SUPPORT
2,500
LA SALLE ACADEMY
612 ACADEMY DRIVE
PROVIDENCE
,
RI
02908
NONE
PC
PROGRAM SUPPORT
2,500
LONGY SCHOOL OF MUSIC OF BARD COLLEGE
27 GARDEN STREET
CAMBRIDGE
,
MA
02138
NONE
PC
PROGRAM SUPPORT
2,500
MADISON PARK DEVELOPMENT CORPORATION
184 DUDLEY STREET SUITE 102
ROXBURY
,
MA
02119
NONE
PC
PLEDGE
5,000
MARCH OF DIMES INC
112 TURNPIKE ROAD
WESTBOROUGH
,
MA
01581
NONE
PC
PROGRAM SUPPORT
1,000
MARTHA'S VINEYARD ART ASSC
58 DOCK STREET
EDGARTOWN
,
MA
02539
NONE
PC
PROGRAM SUPPORT
2,500
MARTHA'S VINEYARD COMMUNITY SERVICES INC
111 EDGARTOWN ROAD
VINEYARD HAVEN
,
MA
05268
NONE
PC
PROGRAM SUPPORT
10,000
MARTHA'S VINEYARD COMMUNITY SERVICES INC
111 EDGARTOWN ROAD
VINEYARD HAVEN
,
MA
05268
NONE
PC
PROGRAM SUPPORT
2,500
MARTHA'S VINEYARD PRESERVATION TRUST INC
99 MAIN STREET
EDGARTOWN
,
MA
02539
NONE
PC
PROGRAM SUPPORT
10,000
MASSACHUSETTS ADOPTION RESOURCE EXCHANGE INC
19 NEEDHAM STREET SUITE 206
NEWTON
,
MA
02461
NONE
PC
PROGRAM SUPPORT
1,000
MASSACHUSETTS APPLESEED CENTER FOR LAW AND JUSTICE
44 SCHOOL STREET SUITE 415
BOSTON
,
MA
02108
NONE
PC
PROGRAM SUPPORT
5,000
MASSASOIT COMMUNITY COLLEGE FOUNDATION INC
1 MASSASOIT BLVD
BROCKTON
,
MA
02302
NONE
PC
PROGRAM SUPPORT
2,500
MATTHEW J WALSH FOUNDATION
12 COWEESET CIRCLE
BROCKTON
,
MA
02301
NONE
PC
PROGRAM SUPPORT
1,500
MCCOURT FOUNDATION INC
100 GRANDVIEW ROAD STE 100
BRAINTREE
,
MA
02184
NONE
PC
PROGRAM SUPPORT
1,500
MERRIMACK VALLEY FOOD BANK INC
733 BROADWAY STREET
LOWELL
,
MA
01854
NONE
PC
PROGRAM SUPPORT
2,500
METRO HOUSING BOSTON
1411 TREMONT STREET
BOSTON
,
MA
02120
NONE
PC
PROGRAM SUPPORT
10,000
MIDDLESEX HUMAN SERVICE AGENCY INC
50 PROSPECT STREET
WALTHAM
,
MA
02453
NONE
PC
PROGRAM SUPPORT
3,000
MIDDLESEX HUMAN SERVICE AGENCY INC
50 PROSPECT STREET
WALTHAM
,
MA
02453
NONE
PC
PROGRAM SUPPORT
2,500
MILFORD REGIONAL HEALTHCARE FOUNDATION
14 PROSPECT STREET
MILFORD
,
MA
01757
NONE
PC
PROGRAM SUPPORT
5,000
MORE THAN WORDS INC
56 FELTON STREET 2ND FLOOR
WALTHAM
,
MA
02453
NONE
PC
PROGRAM SUPPORT
5,000
MORGAN MEMORIAL GOODWILL INDUSTRIES
1010 HARRISON AVENUE
BOSTON
,
MA
02119
NONE
PC
PROGRAM SUPPORT
10,000
NATIVITY SCHOOL OF WORCESTER
67 LINCOLN STREET
WORCESTER
,
MA
01605
NONE
PC
PROGRAM SUPPORT
2,500
NEIGHBORHOOD COUNSELING AND COMMUNITY SERVICES INC
403 HIGHLAND AVENUE SUITE 202 ROOM
5
SOMERVILLE
,
MA
02144
NONE
PC
PROGRAM SUPPORT
2,500
NEIGHBORS WHO CARE
174 MOODY STREET
WALTHAM
,
MA
02454
NONE
PC
PROGRAM SUPPORT
2,000
NEWTON HISTORICAL SOCIETY INC
JACKSON HOMESTEAD AND MUSEUM
NEWTON
,
MA
02458
NONE
PC
PROGRAM SUPPORT
1,000
NORTHEAST ARC
1 SOUTHSIDE ROAD
DANVERS
,
MA
01923
NONE
PC
PROGRAM SUPPORT
5,000
NORWELL VISITING NURSE ASSOC INC
120 LONGWATER DRIVE
NORWELL
,
MA
02061
NONE
PC
PROGRAM SUPPORT
10,000
NORWELL VISITING NURSE ASSOC INC
120 LONGWATER DRIVE
BROCKTON
,
MA
02061
NONE
PC
PROGRAM SUPPORT
2,500
OLD COLONY HISTORICAL SOCIETY
66 CHURCH GREEN
TAUNTON
,
MA
02780
NONE
PC
PROGRAM SUPPORT
4,950
OLD COLONY HOSPICE INC
321 MANLEY STREET
WEST BRIDGEWATER
,
MA
02379
NONE
PC
PROGRAM SUPPORT
5,000
OLD COLONY YMCA
320 MAIN STREET
BROCKTON
,
MA
02301
NONE
PC
PROGRAM SUPPORT
5,000
OLD COLONY YMCA
320 MAIN STREET
BROCKTON
,
MA
02301
NONE
PC
PROGRAM SUPPORT
25,000
OLD COLONY YMCA
320 MAIN STREET
BROCKTON
,
MA
02301
NONE
PC
PROGRAM SUPPORT
1,000
OPPORTUNITIES FOR INCLUSION
56 CHESTNUT STREET
WALTHAM
,
MA
02453
NONE
PC
PROGRAM SUPPORT
6,000
OSTERVILLE FREE LIBRARY CORPORATION
43 WIANNO AVEUNE
OSTERVILLE
,
MA
02655
NONE
PC
PROGRAM SUPPORT
2,500
PAN-MASS CHALLENGE
77 FOURTH AVENUE
NEEDHAM
,
MA
02494
NONE
PC
PROGRAM SUPPORT
25,000
PERNET FAMILY HEALTH SERVICE INC
237 MILLBURY STREET
WORCESTER
,
MA
01610
NONE
PC
PROGRAM SUPPORT
2,500
PHILANTHROPY PARTNERS OF CAPE COD & ISLANDS INC
PO BOX 41
YARMOUTHPORT
,
MA
02675
NONE
PC
PROGRAM SUPPORT
1,500
PINE STREET INN INC
444 HARRISON AVENUE
BOSTON
,
MA
02118
NONE
PC
PROGRAM SUPPORT
5,000
PLYMOUTH AREA COALITION FOR THE HOMELESS
149 BISHOPS HIGHWAY
KINGSTON
,
MA
02364
NONE
PC
PROGRAM SUPPORT
1,250
PLYMOUTH EDUCATION FOUNDATION INC
15 CASWELL LANE
PLYMOUTH
,
MA
02360
NONE
PC
PROGRAM SUPPORT
2,500
PLYMOUTH GUILD INC
11 NORTH STREET
PLYMOUTH
,
MA
02360
NONE
PC
PROGRAM SUPPORT
5,000
PLYMOUTH PHILHARMONIC ORCHESTRA INC
32 COURT STREET
PLYMOUTH
,
MA
02360
NONE
PC
PROGRAM SUPPORT
5,000
PLYMOUTH PHILHARMONIC ORCHESTRA INC
32 COURT STREET
PLYMOUTH
,
MA
02360
NONE
PC
PROGRAM SUPPORT
5,000
PLYMOUTH RECOVERY CENTER INC
110 FAIRVIEW LANE
PLYMOUTH
,
MA
02360
NONE
PC
PROGRAM SUPPORT
5,000
PRESERVATION WORCESTER INC
10 CEDAR STREET
WORCESTER
,
MA
01609
NONE
PC
PROGRAM SUPPORT
5,000
PRINCE HENRY SOCIETY OF MASSACHUSETTS INC
522 HAWTHORN ST
NORTH DARTMOUTH
,
MA
02747
NONE
PC
PROGRAM SUPPORT
1,000
PROJECT CONTEMPORARY COMPETITIVENESS INC
320 WASHINGTON STREET
EASTON
,
MA
02357
NONE
PC
PROGRAM SUPPORT
1,000
PROJECT JUST BECAUSE INC
5 POND STREET
HOPKINTON
,
MA
01748
NONE
PC
PROGRAM SUPPORT
1,500
PROVIDENCE CHILDREN'S MUSEUM
100 SOUTH STREET
PROVIDENCE
,
RI
02903
NONE
PC
PROGRAM SUPPORT
1,000
QUINCY AFTER SCHOOL CHILD CARE INC
162 OLD COLONY AVENUE PHYSICAL
ADDRESS
QUINCY
,
MA
021703873
NONE
PC
PROGRAM SUPPORT
1,000
QUINCY ASIAN RESOURCES INC
1509 HANCOCK STREET
QUINCY
,
MA
02169
NONE
PC
PLEDGE
5,000
REACH BEYOND DOMESTIC VIOLENCE INC
PO BOX 540024
WALTHAM
,
MA
02454
NONE
PC
PROGRAM SUPPORT
5,000
RELIANT FOUNDATION INC
311 MAIN STREET SUITE 202
WORCESTER
,
MA
01608
NONE
PC
PROGRAM SUPPORT
5,000
RESPOND INC
66-70 UNION SQUARE SUITE 203
SOMERVILLE
,
MA
02143
NONE
PC
PROGRAM SUPPORT
2,500
RHODE ISLAND PHILHARMONIC ORCHESTRA & MUSIC SCHOOL
667 WATERMAN AVENUE
EAST PROVIDENCE
,
RI
02914
NONE
PC
PROGRAM SUPPORT
2,000
ROAD TO RESPONSIBILITY
1831 OCEAN STREET
MARSHFIELD
,
MA
02050
NONE
PC
PROGRAM SUPPORT
1,000
SABURA YOUTH PROGRAMS
P O BOX 2843
BROCKTON
,
MA
02305
NONE
PC
PROGRAM SUPPORT
2,500
SAIL CAPE COD INC
135 SOUTH ST
HYANNIS
,
MA
02601
NONE
PC
PROGRAM SUPPORT
5,000
SAVE THE HARBOR SAVE THE BAY INC BOSTON FISH PIER
212 NORTHERN AVE SUITE 304 WEST
BOSTON
,
MA
02210
NONE
PC
PROGRAM SUPPORT
3,500
SCHOOL ON WHEELS OF MASSACHUSETTS INC
100 LAUREL STREET SUITE 121
EAST BRIDGEWATER
,
MA
02333
NONE
PC
PROGRAM SUPPORT
1,000
SCHOOL ON WHEELS OF MASSACHUSETTS INC
100 LAUREL STREET SUITE 121
EAST BRIDGEWATER
,
MA
02333
NONE
PC
PROGRAM SUPPORT
6,500
SCIENCE CLUB FOR GIRLS INC
136 MAGAZINE STREET
CAMBRIDGE
,
MA
02139
NONE
PC
PROGRAM SUPPORT
1,000
SCITUATE COMMUNITY CHRISTMAS INC
125 MANN LOT RD
SCITUATE
,
MA
02066
NONE
PC
PROGRAM SUPPORT
1,000
SCITUATE CORSE FOUNDATION
PO BOX 512
NORTH SCITUATE
,
MA
02060
NONE
PC
PROGRAM SUPPORT
1,000
SCITUATE EDUCATION FOUNDATION
PO BOX 58
SCITUATE
,
MA
02066
NONE
PC
PROGRAM SUPPORT
1,000
SECOND CHANCES INC
MAILING ADDRESS PO BOX 441328 ZIP
ETC IN FIELDS BELOW
SOMERVILLE
,
MA
02144
NONE
PC
PROGRAM SUPPORT
1,000
SECOND STEP
PO BOX 600213
NEWTONVILLE
,
MA
02460
NONE
PC
PROGRAM SUPPORT
1,000
SELF HELP INC
780 WEST MAIN STREET
AVON
,
MA
02322
NONE
PC
PROGRAM SUPPORT
1,000
SIGNATURE HEALTHCARE CORPORATION
680 CENTRE STREET
BROCKTON
,
MA
02302
NONE
PC
PLEDGE
60,000
SMASHMOUTH WRESTLING CLUB INC
20 PARTRIDGE CIRCLE
BROCKTON
,
MA
02301
NONE
PC
PROGRAM SUPPORT
1,000
SOCIAL INNOVATION FORUM INC
2 OLIVER STREET SUITE 802
BOSTON
,
MA
02109
NONE
PC
PROGRAM SUPPORT
2,500
SOMERVILLE HOMELESS COALITION
1 DAVIS SQUARE
SOMERVILLE
,
MA
02144
NONE
PC
PROGRAM SUPPORT
1,000
SOUTH SHORE COMMUNITY ACTION COUNCIL INC
71 OBERY ST
PLYMOUTH
,
MA
02360
NONE
PC
PROGRAM SUPPORT
1,750
SOUTH SHORE CONSERVATORY OF MUSIC INC
ONE CONSERVATORY DRIVE
HINGHAM
,
MA
02043
NONE
PC
PROGRAM SUPPORT
10,000
SOUTH SHORE HABITAT FOR HUMANITY
20 MATHEWSON DRIVE
WEYMOUTH
,
MA
02189
NONE
PC
PROGRAM SUPPORT
5,000
SOUTH SHORE HOSPITAL INC
55 FOGG ROAD
SOUTH WEYMOUTH
,
MA
02190
NONE
PC
PLEDGE
20,000
SOUTH SHORE PEER RECOVERY
51 COLE PARKWAY
SCITUATE
,
MA
02066
NONE
PC
PROGRAM SUPPORT
5,000
SOUTH SHORE YMCA
141 LONGWATER DRIVE SUITE 110
NORWELL
,
MA
02061
NONE
PC
PROGRAM SUPPORT
5,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
313 WASHINGTON STREET SUITE 310
NEWTON
,
MA
02458
NONE
PC
PROGRAM SUPPORT
5,000
STANLEY STREET TREATMENT & RESOURCES INC
386 STANLEY STREEET
FALL RIVER
,
MA
02720
NONE
PC
PLEDGE
20,000
STEPS TO SUCCESS INC
PO BOX 470421
BROOKLINE
,
MA
02447
NONE
PC
PROGRAM SUPPORT
2,500
STONEHILL COLLEGE INC
320 WASHINGTON STREET
EASTON
,
MA
02357
NONE
PC
PROGRAM SUPPORT
2,500
SUMMER STARS CAMP FOR THE PERFORMING ARTS
125 HIGH STREET
NORWELL
,
MA
020611837
NONE
PC
PROGRAM SUPPORT
5,000
SUZUKI SCHOOL OF NEWTON INC
64 HANCOCK STREET
AUBURNDALE
,
MA
02466
NONE
PC
PROGRAM SUPPORT
5,000
TALKING INFORMATION CENTER INC
130 ENTERPRISE DRIVE
MARSHFIELD
,
MA
02050
NONE
PC
PROGRAM SUPPORT
5,000
THE 15-40 CONNECTION INC
53 OTIS STREET
WESTBOROUGH
,
MA
01581
NONE
PC
PROGRAM SUPPORT
6,000
THE BRIDGE OF CENTRAL MASSACHUSETTS DBA OPEN SKY COMMUNITY SERVICES
4 MANN STREET
WORCESTER
,
MA
01602
NONE
PC
PROGRAM SUPPORT
5,000
THE HANOVER HISTORICAL SOCIETY
514 HANOVER STREET
HANOVER
,
MA
02339
NONE
PC
PROGRAM SUPPORT
1,000
THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER INC
21 DRYDOCK AVENUE SUITE 320W
BOSTON
,
MA
02210
NONE
PC
PROGRAM SUPPORT
10,000
TOCKWOTTON ON THE WATERFRONT
500 WATERFRONT DRIVE
EAST PROVIDENCE
,
RI
02914
NONE
PC
PROGRAM SUPPORT
1,000
TRINITY CATHOLIC ACADEMY INC
37 ERIE AVENUE
BROCKTON
,
MA
02302
NONE
PC
PROGRAM SUPPORT
2,500
TRUSTEES OF RESERVATIONS
200 HIGH STREET
BOSTON
,
MA
02110
NONE
PC
PLEDGE
5,000
UNDERSTANDING OUR DIFFERENCES INC
100 WALNUT STREET
NEWTONVILLE
,
MA
02460
NONE
PC
PROGRAM SUPPORT
2,500
UNITED SOUTH END SETTLEMENTS
48 RUTLAND STREET
BOSTON
,
MA
02118
NONE
PC
PROGRAM SUPPORT
1,000
VIETNAM VETERANS MEMORIAL WALL COMMITTEE INC
982 EASTERN AVENUE
FALL RIVER
,
MA
02723
NONE
PC
PROGRAM SUPPORT
10,000
VINEYARD HOUSE INC
56 SHORT HILL RD
VINEYARD HAVEN
,
MA
02568
NONE
PC
PROGRAM SUPPORT
5,000
WALTHAM BOYS & GIRLS CLUB
20 EXCHANGE ST
WALTHAM
,
MA
02451
NONE
PC
PROGRAM SUPPORT
5,000
WALTHAM FAMILY YMCA
725 LEXINGTON STREET
WALTHAM
,
MA
02452
NONE
PC
PROGRAM SUPPORT
2,500
WALTHAM LIONS CHARITABLE FOUNDATION INC
PO BOX 540043
WALTHAM
,
MA
02454
NONE
PC
PROGRAM SUPPORT
5,000
WE CAN CORPORATION
783 ROUTE 28
HARWICH PORT
,
MA
02646
NONE
PC
PROGRAM SUPPORT
5,000
WEST ROXBURY FRIENDS OF ROSIES PLACE
9 GARTH ROAD
WEST ROXBURY
,
MA
02132
NONE
PC
PROGRAM SUPPORT
4,000
WEST SUBURBAN YOUNG MEN'S CHRISTIAN ASSOCIATION INC
276 CHURCH STREET
NEWTON
,
MA
02458
NONE
PC
PROGRAM SUPPORT
1,000
WOMENS FUND OF RHODE ISLAND
245 WATERMAN ST 503
PROVIDENCE
,
RI
02906
NONE
PC
PROGRAM SUPPORT
1,000
YMCA OF MARTHAS VINEYARD
111R EDGARTOWN VINEYARD HAVEN RD
VINEYARD HAVEN
,
MA
02568
NONE
PC
PROGRAM SUPPORT
1,800
YOUNG MENS CHRISTIAN ASSOCIATION SOUTHCOAST INCORPORATED
128 UNION STREET
NEW BEDFORD
,
MA
02740
NONE
PC
PROGRAM SUPPORT
2,500
Total
.................................
3a
944,230
b
Approved for future payment
BOSTON COLLEGE HIGH SCHOOL
150 MORRISSEY BOULEVARD
BOSTON
,
MA
02125
NONE
PC
PLEDGE
100,000
CAPE COD COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC
2240 IYANNOUGH RD
W BARNSTABLE
,
MA
02668
NONE
PC
PLEDGE
5,000
TRUSTEES OF RESERVATIONS
200 HIGH STREET
BOSTON
,
MA
02110
NONE
PC
PLEDGE
5,000
Total
.................................
3b
110,000
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
394,754
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
418,919
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
813,673
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
813,673
(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