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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
ROCKLAND TRUST - BLUE HILLS 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, MA02370
A Employer identification number

46-5474132
B Telephone number (see instructions)

(781) 982-6550
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$19,230,914J 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 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 400,978 400,978  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 337,416
b Gross sales price for all assets on line 6a 5,824,041
7 Capital gain net income (from Part IV, line 2)... 337,416
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........ 738,394 738,394 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,500 0 0 2,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,000 2,500 0 2,500
c Other professional fees (attach schedule).... Click to see attachment 143,000 0 0 143,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 106,175 2,090 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 156,718 82,536 0 74,182
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 413,393 87,126 0 222,182
25 Contributions, gifts, grants paid....... 783,400 783,400
26 Total expenses and disbursements. Add lines 24 and 25 1,196,793 87,126 0 1,005,582
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -458,399
b Net investment income (if negative, enter -0-) 651,268
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 37,756 74,619 74,619
2 Savings and temporary cash investments......... 544,913 412,347 412,347
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)....... 18,149,049 Click to see attachment18,743,948 18,743,948
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,731,718 19,230,914 19,230,914
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 FASB ASC 958, check here bullet
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 bullet
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 18,731,718 19,230,914
29 Total net assets or fund balances (see instructions)..... 18,731,718 19,230,914
30 Total liabilities and net assets/fund balances (see instructions). 18,731,718 19,230,914
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
18,731,718
2
Enter amount from Part I, line 27a .....................
2
-458,399
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
957,595
4
Add lines 1, 2, and 3 ..........................
4
19,230,914
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
19,230,914
Form 990-PF (2020)
Form 990-PF (2020)
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 CAPITAL GAINS DIVIDENDS P    
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 4,314,620   4,495,544 -180,924
b 352,846   361,019 -8,173
c 1,097,525   630,062 467,463
d 59,050     59,050
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       -180,924
b       -8,173
c       467,463
d       59,050
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 2 337,416
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 -180,924
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 9,053
c All other domestic foundations enter 1.39% 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 9,053
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 9,053
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 12,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 71
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,876
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,876 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletWWW.ROCKLANDTRUST.COM
    14
    The books are in care ofbulletANDREA BOROWIECKI Telephone no.bullet (781) 982-6550

    Located atbullet288 UNION STROCKLANDMA ZIP+4bullet02370
    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 2020, 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
     
    No
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    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
    EDWARD H SEKSAY DIRECTOR
    1.00     		0 0 0
    288 UNION STREET
    ROCKLAND,MA02370
    JEFFREY SMITH DIRECTOR
    1.00     		0 0 0
    288 UNION STREET
    ROCKLAND,MA02370
    GERARD NADEAU DIRECTOR
    1.00     		0 0 0
    288 UNION STREET
    ROCKLAND,MA02370
    MARGARET MCCARTHY DIRECTOR
    1.00     		0 0 0
    288 UNION STREET
    ROCKLAND,MA02370
    DAVID HOUSTON DIRECTOR
    1.00     		1,250 0 0
    288 UNION STREET
    ROCKLAND,MA02370
    ALEXANDRA ANTONINO TREASURER (NONVOTING)
    1.00     		0 0 0
    288 UNION STREET
    ROCKLAND,MA02370
    ANDREA BOROWIECKI CLERK (NONVOTING)
    5.00     		0 0 0
    288 UNION STREET
    ROCKLAND,MA02370
    JOSHUA HANSON ASST. TREASURER (NONVOTING)
    1.00     		0 0 0
    288 UNION STREET
    ROCKLAND,MA02370
    SCOTT SMITH DIRECTOR
    1.00     		1,250 0 0
    288 UNION STREET
    ROCKLAND,MA02370
    ALASTAIR IRONSIDE DIRECTOR
    1.00     		0 0 0
    288 UNION STREET
    ROCKLAND,MA02370
    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 (2020)
    Form 990-PF (2020)
    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 FINANCIAL LITERACY 143,000
    288 UNION STREET
    ROCKLAND,MA02370
    ROCKLAND TRUST INVESTMENT FEES 82,536
    288 UNION STREET
    ROCKLAND,MA02370
    ROCKLAND TRUST ADMINISTRATIVE 63,000
    288 UNION STREET
    ROCKLAND,MA02370
    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 (2020)
    Form 990-PF (2020)
    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
    17,534,100
    b
    Average of monthly cash balances.......................
    1b
    437,887
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,971,987
    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
    17,971,987
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    269,580
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,702,407
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    885,120
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    885,120
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    9,053
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,053
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    876,067
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    876,067
    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
    876,067
    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
    1,005,582
    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
    1,005,582
    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
    1,005,582
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 876,067
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 249,444
    b From 2016...... 46,095
    c From 2017......  
    d From 2018...... 162,815
    e From 2019...... 51,973
    fTotal of lines 3a through e........ 510,327
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,005,582
    a Applied to 2019, 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 2020 distributable amount..... 876,067
    e Remaining amount distributed out of corpus 129,515
    5 Excess distributions carryover applied to 2020. 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 5 639,842
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		249,444
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		390,398
    10 Analysis of line 9:
    a Excess from 2016.... 46,095
    b Excess from 2017....  
    c Excess from 2018.... 162,815
    d Excess from 2019.... 51,973
    e Excess from 2020.... 129,515
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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:
    ANDREA BOROWIECKI
    288 UNION STREET
    ROCKLAND,MA02370
    (781) 982-6550
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS AVAILABLE AT 288 UNION STREET, ROCKLAND, MA 02370.
    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:
    ROCKLAND TRUST BLUE HILLS 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 (2020)
    Form 990-PF (2020)
    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
    A SAFE PLACE INC
    5B WINDY WAY
    NANTUCKET,MA02554     		NONE PC PROGRAM SUPPORT 5,000
    ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC
    309 WAVERLEY OAKS RD
    WALTHAM,MA02452     		NONE PC PROGRAM SUPPORT 1,000
    ARTISTS FOR HUMANITY
    100 WEST 2ND STREET
    BOSTON,MA02127     		NONE PC PROGRAM SUPPORT 5,000
    ASIAN COMMUNITY DEVELOPMENT CORPORATION
    38 OAK STREET
    BOSTON,MA02111     		NONE PC PROGRAM SUPPORT 1,500
    ASIAN TASK FORCE AGAINST DOMESTIC VIOLENCE INC
    PO BOX 120108
    BOSTON,MA02112     		NONE PC PROGRAM SUPPORT 5,000
    BAY STATE COMMUNITY SERVICES INC
    1120 HANCOCK STREET
    QUINCY,MA02169     		NONE PC PROGRAM SUPPORT 5,000
    BEACON COMMUNITIES CHARITABLE FUND
    125 MERCER STREET
    BOSTON,MA02127     		NONE PC PROGRAM SUPPORT 5,000
    BOSTON ARTS ACADEMY FOUNDATION
    45 TEMPLE PLACE 4TH FLOOR
    BOSTON,MA02111     		NONE PC PROGRAM SUPPORT 5,000
    BOSTON ARTS ACADEMY FOUNDATION
    45 TEMPLE PLACE 4TH FLOOR
    BOSTON,MA02111     		NONE PC PROGRAM SUPPORT 12,500
    BOSTON CHINATOWN NEIGHBORHOOD CENTER
    885 WASHINGTON ST
    BOSTON,MA02111     		NONE PC PROGRAM SUPPORT 10,000
    BOSTON FOUNDATION INC
    75 ARLINGTON STREET 3RD FLOOR
    BOSTON,MA02116     		NONE PC PROGRAM SUPPORT 20,000
    BOSTON HIGASHI SCHOOL INC
    800 NORTH MAIN ST
    RANDOLPH,MA02368     		NONE PC PROGRAM SUPPORT 5,000
    BOSTON PARTNERS IN EDUCATION
    192 SOUTH ST SUITE 600
    BOSTON,MA02111     		NONE PC PROGRAM SUPPORT 2,500
    BOYS & GIRLS CLUB OF DORCHESTER INC
    1135 DORCHESTER AVENUE
    DORCHESTER,MA02125     		NONE PC PROGRAM SUPPORT 7,500
    BROOKLINE COMMUNITY FOUNDATION
    40 WEBSTER PLACE
    BROOKLINE,MA02445     		NONE PC PROGRAM SUPPORT 5,000
    CARITAS COMMUNITIES INC
    25 BRAINTREE HILL PARK SUITE 206
    BRAINTREE,MA02184     		NONE PC PROGRAM SUPPORT 5,000
    CARITAS COMMUNITIES INC
    25 BRAINTREE HILL PARK SUITE 206
    BRAINTREE,MA02184     		NONE PC PROGRAM SUPPORT 5,000
    CASA MYRNA VASQUEZ INC
    451 BLUE HILL AVENUE
    DORCHESTER,MA02121     		NONE PC PROGRAM SUPPORT 5,000
    CATHOLIC MEMORIAL SCHOOL
    235 BAKER STREET
    WEST ROXBURY,MA02132     		NONE PC PROGRAM SUPPORT 15,000
    CHILDREN'S HOSPITAL CORPORATION
    401 PARK DRIVE SUITE 602
    BOSTON,MA02215     		NONE PC PROGRAM SUPPORT 500
    CHILDREN'S INVESTMENT FUND INC
    18 TREMONT STREET
    BOSTON,MA02108     		NONE PC PROGRAM SUPPORT 10,000
    CITIZENS' HOUSING AND PLANNING ASSOCIATION
    ONE BEACON STREET 5TH FLOOR
    BOSTON,MA02108     		NONE PC PROGRAM SUPPORT 10,000
    CODMAN SQUARE HEALTH CENTER INC
    637 WASHINGTON ST
    DORCHESTER,MA02124     		NONE PC PROGRAM SUPPORT 2,500
    COMMUNITY FOUNDATION FOR NANTUCKET
    9B BAYBERRY COURT
    NANTUCKET,MA02554     		NONE PC PROGRAM SUPPORT 10,000
    CRADLES TO CRAYONS INC
    281 NEWTONVILLE AVE
    NEWTON,MA02460     		NONE PC PROGRAM SUPPORT 500
    DCF KIDS FUND INC AKA WONDERFUND
    600 WASHINGTON ST 6TH FLOOR
    BOSTON,MA02111     		NONE PC PROGRAM SUPPORT 20,000
    DEDHAM COMMUNITY ASSOCIATION INC
    671 HIGH STREET
    DEDHAM,MA02026     		NONE PC PROGRAM SUPPORT 2,500
    DIMOCK COMMUNITY FOUNDATION INC
    55 DIMOCK STREET
    ROXBURY,MA02119     		NONE PC PROGRAM SUPPORT 10,000
    DORCHESTER BAY ECONOMIC DEVELOPMENT CORPORATION
    594 COLUMBIA RD
    DORCHESTER,MA02125     		NONE PC PROGRAM SUPPORT 3,500
    DOVE INC
    PO BOX 690267
    QUINCY,MA02269     		NONE PC PROGRAM SUPPORT 10,000
    ECUMENICAL SOCIAL ACTION COMMITTEE
    434 JAMAICAWAY
    JAMAICA PLAIN,MA02130     		NONE PC PROGRAM SUPPORT 5,000
    EDVESTORS INC
    140 CLARENDON ST
    BOSTON,MA02116     		NONE PC PROGRAM SUPPORT 2,500
    ELEVATE YOUTH INC
    89 SOUTH STREET SUITE 203
    BOSTON,MA02111     		NONE PC PROGRAM SUPPORT 2,500
    FAMILYAID BOSTON INC
    3815 WASHINGTON ST
    JAMAICA PLAIN,MA02130     		NONE PC PROGRAM SUPPORT 10,000
    FATHER BILL'S AND MAINSPRING
    430 BELMONT STREET
    BROCKTON,MA02301     		NONE PC PROGRAM SUPPORT 10,000
    FENWAY COMMUNITY HEALTH CENTER INC
    1340 BOYLSTON ST
    BOSTON,MA02215     		NONE PC PROGRAM SUPPORT 6,000
    FONTBONNE ACADEMY
    930 BROOK RD
    MILTON,MA02186     		NONE PC PROGRAM SUPPORT 10,000
    FRANCISCAN CHILDREN'S
    30 WARREN STREET
    BRIGHTON,MA02135     		NONE PC PROGRAM SUPPORT 10,000
    FRANKLIN PERFORMING ARTS COMPANY INC
    15 WEST CENTRAL
    FRANKLIN,MA02038     		NONE PC PROGRAM SUPPORT 2,500
    FRIENDS OF HOLLY HILL FARM INC
    236 JERUSALEM ROAD
    COHASSET,MA02025     		NONE PC PROGRAM SUPPORT 1,000
    GLAD
    18 TREMONT STREET SUITE 950
    BOSTON,MA02108     		NONE PC PROGRAM SUPPORT 5,000
    HEALTH CARE WITHOUT WALLS INC
    148 LINDEN STREET SUITE 208
    WELLESLEY,MA02482     		NONE PC PROGRAM SUPPORT 2,500
    HISPANIC-AMERICAN INSITUTE INC
    126 WASHINGTON ST SUITE 1
    BOSTON,MA02136     		NONE PC PROGRAM SUPPORT 5,000
    HOME FOR LITTLE WANDERERS
    10 GUEST STREET
    BOSTON,MA02135     		NONE PC PROGRAM SUPPORT 5,000
    HOMESTART INC
    105 CHAUNCY ST SUITE 502
    BOSTON,MA02111     		NONE PC PROGRAM SUPPORT 5,000
    HORACE MANN EDUCATIONAL ASSOCIATES INC
    8 FORGE PARK EAST
    FRANKLIN,MA02038     		NONE PC PROGRAM SUPPORT 15,000
    HUMAN RIGHTS CAMPAIGN
    1640 RHODE ISLAND AVE NW
    WASHINGTON,DC20036     		NONE PC PROGRAM SUPPORT 7,500
    HYDE PARK MAIN STREETS INC
    11 FAIRMOUNT SUITE
    HYDE PARK,MA02136     		NONE PC PROGRAM SUPPORT 5,000
    HYDE SQUARE TASK FORCE INC
    30 SUNNYSIDE STREET
    JAMAICA PLAIN,MA02130     		NONE PC PROGRAM SUPPORT 2,500
    INSPIRE ARTS AND MUSIC INC
    47 FAIRMOUNT AVE
    HYDE PARK,MA02136     		NONE PC PROGRAM SUPPORT 5,000
    INTERFAITH SOCIAL SERVICES INC
    105 ADAMS STREET
    QUINCY,MA02169     		NONE PC PROGRAM SUPPORT 1,000
    INTERFAITH SOCIAL SERVICES INC
    105 ADAMS STREET
    QUINCY,MA02169     		NONE PC PROGRAM SUPPORT 2,500
    INTERNATIONAL INSTITUTE OF NEW ENGLAND INC
    2 BOYLSTON ST 3RD FL
    BOSTON,MA02116     		NONE PC PROGRAM SUPPORT 5,000
    INTERNATIONAL RETT SYNDROME FOUNDATION
    4600 DEVITT DRIVE
    CINCINNATI,OH45246     		NONE PC PROGRAM SUPPORT 1,500
    JUVENILE DIABETES RESEARCH FOUNDATION
    60 WALNUT STREET
    WELLESLEY,MA02481     		NONE PC PROGRAM SUPPORT 1,000
    KENNEDY-DONOVAN CENTER INC
    1 COMMERCIAL STREET
    FOXBORO,MA02035     		NONE PC PROGRAM SUPPORT 2,500
    LOVIN' SPOONFULS INC
    1304 COMMONWEALTH AVE SUITE E
    BOSTON,MA02134     		NONE PC PROGRAM SUPPORT 5,000
    MASSACHUSETTS AFFORDABLE HOUSING ALLIANCE INC
    1803 DORCHESTER AVE
    DORCHESTER,MA02124     		NONE PC PROGRAM SUPPORT 5,000
    MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH
    50 FEDERAL ST 6TH FLOOR
    BOSTON,MA02110     		NONE PC PROGRAM SUPPORT 1,000
    MASSACHUSETTS BAY COMMUNITY COLLEGE FOUNDATION
    50 OAKLAND STREET
    WELLESLEY HILLS,MA02481     		NONE PC PROGRAM SUPPORT 2,500
    MCCOURT FOUNDATION INC
    100 GRANDVIEW RD SUITE 100
    BRAINTREE,MA02184     		NONE PC PROGRAM SUPPORT 1,500
    MENINO YMCA
    316 HUNTINGTON AVE
    BOSTON,MA02115     		NONE PC PROGRAM SUPPORT 10,000
    METRO HOUSING BOSTON
    1411 TREMONT STREET
    BOSTON,MA021203401     		NONE PC PROGRAM SUPPORT 15,000
    MILTON FOUNDATION FOR EDUCATION
    PO BOX 223
    MILTON,MA02186     		NONE PC PROGRAM SUPPORT 2,500
    MILTON LIBRARY FOUNDATION
    BOX 314
    MILTON,MA02186     		NONE PC PROGRAM SUPPORT 2,400
    MORGAN MEMORIAL GOODWILL INDUSTRIES
    1010 HARRISON AVE
    BOSTON,MA02119     		NONE PC PROGRAM SUPPORT 10,000
    NANTUCKET BOYS & GIRLS CLUB INC
    61 SPARKS AVENUE
    NANTUCKET,MA02554     		NONE PC PROGRAM SUPPORT 12,500
    NATIVITY PREPARATORY SCHOOL
    39 LAMARATINE ST
    JAMAICA PLAIN,MA02130     		NONE PC PROGRAM SUPPORT 10,000
    NEIGHBORHOOD OF AFFORDABLE HOUSING INC
    143 BORDER STREET
    EAST BOSTON,MA02128     		NONE PC PROGRAM SUPPORT 2,500
    NEIGHBORWORKS HOUSING SOLUTIONS
    422 WASHINGTON ST
    QUINCY,MA02169     		NONE PC PROGRAM SUPPORT 10,000
    NEW HOPE INC
    247 MAPLE STREET
    ATTLEBORO,MA02703     		NONE PC PROGRAM SUPPORT 10,000
    OAK SQUARE YMCA
    615 WASHINGTON ST
    BRIGHTON,MA02135     		NONE PC PROGRAM SUPPORT 10,000
    ONE CAN HELP INC
    PO BOX 55
    WABAN,MA02468     		NONE PC PROGRAM SUPPORT 5,000
    PAN-MASS CHALLENGE
    77 4TH AVENUE
    NEEDHAM,MA02445     		NONE PC PROGRAM SUPPORT 50,000
    PARKWAY YMCA
    1972 CENTRE STREET
    BOSTON,MA02132     		NONE PC PROGRAM SUPPORT 10,000
    PINE STREET INN INC
    444 HARRISON AVE
    BOSTON,MA02118     		NONE PC PROGRAM SUPPORT 5,000
    PINE STREET INN INC
    444 HARRISON AVE
    BOSTON,MA02118     		NONE PC PROGRAM SUPPORT 5,000
    QUINCY AFTER SCHOOL CHILD CARE INC
    PO BOX 82
    QUINCY,MA021703873     		NONE PC PROGRAM SUPPORT 1,000
    QUINCY ASIAN RESOURCES INC
    1509 HANCOCK ST SUITE 209
    QUINCY,MA02169     		NONE PC PROGRAM SUPPORT 3,000
    READ TO A CHILD
    20 WILLIAM STREET G25
    WELLESLEY,MA02481     		NONE PC PROGRAM SUPPORT 5,000
    RIAN IMMIGRANT CENTER INC
    ONE STATE STREET 8TH FLOOR
    BOSTON,MA02109     		NONE PC PROGRAM SUPPORT 5,000
    ROGERSON COMMUNITIES INC
    ONE FLORENCE STREET
    BOSTON,MA02131     		NONE PC PROGRAM SUPPORT 5,000
    ROSIE'S PLACE INC
    889 HARRISON AVE
    BOSTON,MA02118     		NONE PC PROGRAM SUPPORT 5,000
    SAINT JOSEPH PREPARATORY HIGH SCHOOL
    617 CAMBRIDGE ST
    BOSTON,MA02134     		NONE PC PROGRAM SUPPORT 5,000
    SAMARITANS
    41 WEST ST 4TH
    BOSTON,MA02111     		NONE PC PROGRAM SUPPORT 5,000
    SANTA FOUNDATION INC
    1 JOY STREET
    FRANKLIN,MA02038     		NONE PC PROGRAM SUPPORT 1,500
    SAVE THE HARBOR SAVE THE BAY INC
    212 NORTHERN AVE SUITE 304 W
    BOSTON,MA02210     		NONE PC PROGRAM SUPPORT 3,500
    SELF HELP INC
    780 WEST MAIN ST
    AVON,MA02322     		NONE PC PROGRAM SUPPORT 1,000
    SILVER LINING MENTORING INC
    727 ATLANTIC AVE 3RD FLOOR
    BOSTON,MA02111     		NONE PC PROGRAM SUPPORT 5,000
    SMALL FRIENDS ON NANTUCKET
    21 NOBADEER FARM RD
    NANTUCKET,MA02554     		NONE PC PROGRAM SUPPORT 5,000
    SOCIAL INNOVATION FORUM
    2 OLIVER STREET
    BOSTON,MA02109     		NONE PC PROGRAM SUPPORT 2,500
    SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC
    7 BISHOP STREET
    FRAMINGHAM,MA01702     		NONE PC PROGRAM SUPPORT 5,000
    SOUTH SHORE HABITAT FOR HUMANITY
    20 MATHEWSON DR
    WEYMOUTH,MA02189     		NONE PC PROGRAM SUPPORT 5,000
    SOUTHWEST BOSTON COMMUNITY DEVELOPMENT CORPORATION
    11 FAIRMOUNT AVE ROOM 101
    HYDE PARK,MA02136     		NONE PC PROGRAM SUPPORT 5,000
    SOUTHWEST BOSTON SENIOR SERVICES INC
    ETHOS 555 AMORY
    JAMAICA PLAIN,MA02130     		NONE PC PROGRAM SUPPORT 5,000
    ST COLUMBKILLE SCHOOL INC
    25 ARLINGTON ST
    BRIGHTON,MA02135     		NONE PC PROGRAM SUPPORT 25,000
    ST FRANCIS HOUSE
    PO BOX 120499
    BOSTON,MA021120499     		NONE PC PROGRAM SUPPORT 5,000
    ST FRANCIS HOUSE
    PO BOX 120499
    BOSTON,MA021120499     		NONE PC PROGRAM SUPPORT 3,000
    ST FRANCIS HOUSE
    PO BOX 120499
    BOSTON,MA021120499     		NONE PC PROGRAM SUPPORT 5,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    313 WASHINGTON
    NEWTON,MA02458     		NONE PC PROGRAM SUPPORT 5,000
    ST MARY OF THE HILLS SCHOOL
    250 BROOK ROAD
    MILTON,MA02186     		NONE PC PROGRAM SUPPORT 2,500
    STEPS TO SUCCESS INC
    PO BOX 470421
    BROOKLINE,MA02447     		NONE PC PROGRAM SUPPORT 5,000
    STRONG WOMEN STRONG GIRLS INC
    555 AMORY STREET
    JAMAICA PLAIN,MA02130     		NONE PC PROGRAM SUPPORT 2,500
    THE ARC OF SOUTH NORFOLK INC
    789 CLAPBOARDTREE ST
    WESTWOOD,MA02090     		NONE PC PROGRAM SUPPORT 5,000
    THE LITERACY CONNECTION
    637 CAMBRIDGE ST
    BRIGHTON,MA02135     		NONE PC PROGRAM SUPPORT 10,000
    THE SUN WILL RISE FOUNDATION
    541 WASHINGTON ST
    BRAINTREE,MA02184     		NONE PC PROGRAM SUPPORT 5,000
    THE URBAN FARMING INSITUTE OF BOSTON INC
    487R NORFOLK STREET
    MATTAPAN,MA02126     		NONE PC PROGRAM SUPPORT 2,500
    THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER INC
    PO BOX 127
    BOSTON,MA02127     		NONE PC PROGRAM SUPPORT 10,000
    THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER INC
    PO BOX 127
    BOSTON,MA02127     		NONE PC PROGRAM SUPPORT 10,000
    TRINITY CATHOLIC ACADEMY
    37 ERIE AVENUE
    BROCKTON,MA02302     		NONE PC PROGRAM SUPPORT 1,000
    UNITED CHURCH OF CHRIST - STRATFORD ST UNITED CHURCH
    77 STRATFORD ST
    WEST ROXBURY,MA02132     		NONE PC PROGRAM SUPPORT 2,000
    UNITED WAY OF TRI COUNTY INC
    46 PARK STREET
    FRAMINGHAM,MA01702     		NONE PC PROGRAM SUPPORT 10,000
    URBAN EDGE HOUSING CORP
    1542 COLUMBUS AVE
    ROXBURY,MA02119     		NONE PC PROGRAM SUPPORT 2,500
    VERONICA B SMITH MULTI-SERVICE SENIOR CENTER
    20 CHESTNUT HILL AVE
    BRIGHTON,MA02135     		NONE PC PROGRAM SUPPORT 15,000
    VIETNAM VETERANS WORKSHOP INC
    17 COURT STREET
    BOSTON,MA02108     		NONE PC PROGRAM SUPPORT 10,000
    WEST END HOUSE BOYS & GIRLS CLUB
    105 ALLSTON STREET
    ALLSTON,MA02134     		NONE PC PROGRAM SUPPORT 25,000
    WEST END HOUSE CAMP INC
    105 ALLSTON STREET
    ALLSTON,MA02134     		NONE PC PROGRAM SUPPORT 10,000
    WEST END HOUSE GIRLS CAMP INC
    105 ALLSTON STREET
    ALLSTON,MA02134     		NONE PC PROGRAM SUPPORT 10,000
    WORK INCORPORATED
    25 BEACH STREET
    DORCHESTER,MA02122     		NONE PC PROGRAM SUPPORT 5,000
    YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER BOSTON
    316 HUNTINGTON AVE
    BOSTON,MA02115     		NONE PC PROGRAM SUPPORT 5,000
    Total .................................bullet 3a 783,400
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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....     14 400,978  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 337,416  
    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).. 0 738,394 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    738,394
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    ROCKLAND TRUST - BLUE HILLS CHARITABLE
     
    FOUNDATION INC
    EIN:
    46-5474132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,000 2,500 0 2,500

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ROCKLAND TRUST - BLUE HILLS CHARITABLE
     
    FOUNDATION INC
    EIN:
    46-5474132
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VARIOUS - DETAIL UPON REQUEST. 18,743,948 18,743,948

    TY 2020 OtherExpensesSchedule
    Name:
    ROCKLAND TRUST - BLUE HILLS CHARITABLE
     
    FOUNDATION INC
    EIN:
    46-5474132
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GUIDESTAR 1,000 0 0 1,000
    MA FILING FEES 250 0 0 250
    SOFTWARE 9,852 0 0 9,852
    MISC EXPENSE 80 0 0 80
    ROCKLAND TRUST ADMINISTRATIVE CHARGES 63,000 0 0 63,000
    INVESTMENT FEES 82,536 82,536 0 0


    TY 2020 OtherIncreasesSchedule
    Name:
    ROCKLAND TRUST - BLUE HILLS CHARITABLE
     
    FOUNDATION INC
    EIN:
    46-5474132
    Description Amount
    CHANGE IN UNREALIZED MARKET VALUE 300,546
    BOOK/TAX VARIANCE IN REALIZED GAIN 621,837
    NONDIVIDEND DISTRIBUTION 35,212


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ROCKLAND TRUST - BLUE HILLS CHARITABLE
     
    FOUNDATION INC
    EIN:
    46-5474132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ROCKLAND TRUST - FINANCIAL LITERACY 143,000 0 0 143,000


    TY 2020 TaxesSchedule
    Name:
    ROCKLAND TRUST - BLUE HILLS CHARITABLE
     
    FOUNDATION INC
    EIN:
    46-5474132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 104,085 0 0 0
    FOREIGN TAX 2,090 2,090 0 0