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
INSTITUTION FOR SAVINGS IN NEWBURYPORT &
ITS VICINITY CHARITABLE FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)93 STATE STREET PO BOX 510
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWBURYPORT, MA01950
A Employer identification number

04-3353621
B Telephone number (see instructions)

(978) 462-3106
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$16,712,116J 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) 1,039,450
2 Check bullet.............
3 Interest on savings and temporary cash investments 11,676 11,676  
4 Dividends and interest from securities... 398,913 398,913  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 82,755
b Gross sales price for all assets on line 6a 729,040
7 Capital gain net income (from Part IV, line 2)... 570,406
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)....... Click to see attachment 2,878 0  
12 Total. Add lines 1 through 11........ 1,535,672 980,995  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,600 0   6,600
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 23,444 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 800 0   800
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 30,844 0   7,400
25 Contributions, gifts, grants paid....... 1,754,121 1,754,121
26 Total expenses and disbursements. Add lines 24 and 25 1,784,965 0   1,761,521
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -249,293
b Net investment income (if negative, enter -0-) 980,995
c Adjusted net income (if negative, enter -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............. 1,016,416 563,568 563,568
2 Savings and temporary cash investments......... 775,523 585,912 585,912
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)....... 14,798,616 Click to see attachment15,562,636 15,562,636
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) 16,590,555 16,712,116 16,712,116
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 16,590,555 16,712,116
29 Total net assets or fund balances (see instructions)..... 16,590,555 16,712,116
30 Total liabilities and net assets/fund balances (see instructions). 16,590,555 16,712,116
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
16,590,555
2
Enter amount from Part I, line 27a .....................
2
-249,293
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
370,854
4
Add lines 1, 2, and 3 ..........................
4
16,712,116
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
16,712,116
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 CLOROX COMPANY D 2019-11-06 2020-12-08
b HONEYWELL INTL D   2020-12-08
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 199,316   50,755 148,561
b 529,724   107,879 421,845
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       148,561
b       421,845
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 570,406
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
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 13,636
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 13,636
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 13,636
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 7,500
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 7,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 6,136
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See 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 addressbulletN/A
    14
    The books are in care ofbulletMICHAEL J JONES PRESIDENT Telephone no.bullet (978) 462-3106

    Located atbullet2 DEPOT SQUAREIPSWICHMA ZIP+4bullet01938
    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
     
     
    ........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
    DAVID A TIBBETTS TRUSTEE
    0.25     		0 0 0
    93 STATE STREET PO BOX 510
    NEWBURYPORT,MA01950
    FREEMAN J CONDON TRUSTEE
    0.25     		0 0 0
    93 STATE STREET PO BOX 510
    NEWBURYPORT,MA01950
    CINDY M JOHNSON TRUSTEE
    0.25     		0 0 0
    93 STATE STREET PO BOX 510
    NEWBURYPORT,MA01950
    JOHN F LEARY III TRUSTEE
    0.25     		0 0 0
    93 STATE STREET PO BOX 510
    NEWBURYPORT,MA01950
    MICHAEL J JONES PRESIDENT/TRUSTEE
    0.25     		0 0 0
    93 STATE STREET PO BOX 510
    NEWBURYPORT,MA01950
    JEREMIAH T LEWIS TRUSTEE
    0.25     		0 0 0
    93 STATE STREET PO BOX 510
    NEWBURYPORT,MA01950
    R DREW MARC-AURELE TRUSTEE
    0.25     		0 0 0
    93 STATE STREET PO BOX 510
    NEWBURYPORT,MA01950
    ELLEN G NICH TRUSTEE
    0.25     		0 0 0
    93 STATE STREET PO BOX 510
    NEWBURYPORT,MA01950
    ELLEN MACKEY ROSE TRUSTEE
    0.25     		0 0 0
    93 STATE STREET PO BOX 510
    NEWBURYPORT,MA01950
    RICHARD J SILVERMAN TRUSTEE
    0.25     		0 0 0
    93 STATE STREET PO BOX 510
    NEWBURYPORT,MA01950
    KIMBERLY A ROCK CLERK/TRUSTEE
    0.25     		0 0 0
    93 STATE STREET PO BOX 510
    NEWBURYPORT,MA01950
    STEPHEN P COTE TREASURER
    0.25     		0 0 0
    93 STATE STREET PO BOX 510
    NEWBURYPORT,MA01950
    JAMES V ELLARD TRUSTEE
    0.25     		0 0 0
    93 STATE STREET PO BOX 510
    NEWBURYPORT,MA01950
    KEVIN M GASIOROWSKI TRUSTEE
    0.25     		0 0 0
    93 STATE STREET PO BOX 510
    NEWBURYPORT,MA01950
    SAIRA NASEER-GHIASUDDIN TRUSTEE
    0.25     		0 0 0
    93 STATE STREET PO BOX 510
    NEWBURYPORT,MA01950
    STUART E WINFREY TRUSTEE
    0.25     		0 0 0
    93 STATE STREET PO BOX 510
    NEWBURYPORT,MA01950
    AMY L SMITH ASST. TREASURER
    0.25     		0 0 0
    93 STATE STREET PO BOX 510
    NEWBURYPORT,MA01950
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (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
    13,644,861
    b
    Average of monthly cash balances.......................
    1b
    1,212,884
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,857,745
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    14,857,745
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    222,866
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,634,879
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    731,744
    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
    731,744
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    13,636
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,636
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    718,108
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    718,108
    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
    718,108
    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
    1,761,521
    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
    1,761,521
    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
    1,761,521
    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 7 718,108
    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...... 1,222,917
    b From 2016...... 1,290,472
    c From 2017...... 1,190,045
    d From 2018...... 1,071,097
    e From 2019...... 580,275
    fTotal of lines 3a through e........ 5,354,806
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,761,521
    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..... 718,108
    e Remaining amount distributed out of corpus 1,043,413
    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 6,398,219
    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) ...     		1,222,917
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		5,175,302
    10 Analysis of line 9:
    a Excess from 2016.... 1,290,472
    b Excess from 2017.... 1,190,045
    c Excess from 2018.... 1,071,097
    d Excess from 2019.... 580,275
    e Excess from 2020.... 1,043,413
    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:
    MICHAEL J JONES
    2 DEPOT SQUARE
    IPSWICH,MA01938
    (978) 462-3106
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS AVAILABLE AT ABOVE ADDRESS
    cAny submission deadlines:
    SEE APPLICATIONS FOR VARIOUS DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AWARDS ARE TO BE GRANTED WITHIN NEWBURYPORT, MASSACHUSETTS, AND ITS VICINITY UNLESS AN EXCEPTION IS MADE BY THE BOARD OF TRUSTEES TO BENEFIT COMMUNITY, CHARITABLE, EDUCATIONAL, AND OTHER BENEVOLENT PURPOSES.
    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
    ACORD FOOD PANTRY
    69 WILLOW ST PO BOX 2203
    SOUTH HAMILTON,MA01982     		NOT RELATED PC EXEMPT PURPOSE 5,000
    ALZHEIMER'S ASSOCIATION AND RELATED DISORDERS
    225 NORTH MICHIGAN AVE SUITE 1700
    CHICAGO,IL60601     		NOT RELATED PC EXEMPT PURPOSE 1,000
    AMERICAN LEGION POST NO 3
    PO BOX 20008
    ROANOKE,VA24018     		NOT RELATED PC EXEMPT PURPOSE 2,500
    AMESBURY ROTARY CLUB
    1 MARKET SQ
    AMESBURY,MA01913     		NOT RELATED PC EXEMPT PURPOSE 1,500
    AMESBURY YOUTH HOCKEY LEAGUE
    PO BOX 294
    AMESBURY,MA01913     		NOT RELATED PC EXEMPT PURPOSE 2,500
    AMONG FRIENDS AT ST PAUL'S CHURCH
    166 HIGH STREET
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 5,000
    ANCHOR OF HOPE DIAPER BANK INC
    69 SUMMER STREET
    HAVERHILL,MA01830     		NOT RELATED PC EXEMPT PURPOSE 3,500
    ANNA JAQUES HOSPITAL COMMUNITY HEALTH
    25 HIGHLAND AVE
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 62,500
    APPALACHIAN MOUNTAIN CLUB
    10 CITY SQUARE
    BOSTON,MA02129     		NOT RELATED PC EXEMPT PURPOSE 5,000
    ASSUMPTION UNIVERSITY
    500 SALISBURY ST
    WORCESTER,MA01609     		NOT RELATED PC EXEMPT PURPOSE 10,000
    BABSON COLLEGE FBO LUKE PATA
    231 FOREST ST
    BABSON PARK,MA02457     		NOT RELATED PC EXEMPT PURPOSE 3,750
    BACKYARD GROWERS INC
    3 DUNCAN ST
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 2,500
    BATES COLLEGE
    216 LANE HALL 2 ANDREWS RD
    LEWISTON,ME04240     		NOT RELATED PC EXEMPT PURPOSE 5,000
    BELMONT UNIVERSITY FBO QUENTIN CALLEWAERT
    1900 BELMONT BLVD
    NASHVILLE,TN37212     		NOT RELATED PC EXEMPT PURPOSE 3,750
    BERKLEE COLLEGE OF MUSIC
    1140 BOYLSTON ST MS 899
    BOSTON,MA02215     		NOT RELATED PC EXEMPT PURPOSE 1,000
    BEVERLY BOOTSTRAPS
    35 PARK ST
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 12,500
    BEVERLY CHILDREN'S LEARNING CENTER
    550 CABOT ST
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 12,500
    BEVERLY HIGH SCHOOL PTO
    100 SOHIER RD
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 500
    BEVERLY ROTARY CLUB FOUNDATION
    PO BOX 201
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 1,650
    BEVERLY SCHOOL FOR THE DEAF
    6 ECHO AVE
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 5,000
    BOSTON COLLEGE
    140 COMMONWEALTH AVE
    CHESTNUT HILL,MA02467     		NOT RELATED PC EXEMPT PURPOSE 4,750
    BOSTON UNIVERSITY FBO SAMANTHA ORLANDO
    881 COMMONWEALTH AVE
    BOSTON,MA02215     		NOT RELATED PC EXEMPT PURPOSE 3,750
    BOXFORD FIRE DEPARTMENT
    37 GEORGETOWN RD
    BOXFORD,MA01921     		NOT RELATED PC EXEMPT PURPOSE 500
    BOY AND GIRLS CLUB OF SALEM
    29 HIGHLAND AVE
    SALEM,MA01970     		NOT RELATED PC EXEMPT PURPOSE 2,500
    BOYS & GIRLS CLUB OF GREATER SALEM
    29 HIGHLAND AVE
    SALEM,MA01970     		NOT RELATED PC EXEMPT PURPOSE 4,500
    BOYS & GIRLS CLUB OF LOWER MERRIMACK VALLEY
    18 MAPLE ST
    SALISBURY,MA01952     		NOT RELATED PC EXEMPT PURPOSE 35,833
    BREAD & ROSES INC
    58 NEWBURY ST
    LAWRENCE,MA01840     		NOT RELATED PC EXEMPT PURPOSE 17,500
    BRIDGEWELL INC
    10 DEARBORN RD
    PEABODY,MA01960     		NOT RELATED PC EXEMPT PURPOSE 5,000
    BTABOLT INC
    7 ELM ST
    BOXFORD,MA01921     		NOT RELATED PC EXEMPT PURPOSE 2,000
    BUILDING A BETTER BEVERLY
    191 CABOT ST
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 5,000
    C-10 RESEARCH & EDUCATION FOUNDATION
    11 CHESTNUT ST
    AMESBURY,MA01913     		NOT RELATED PC EXEMPT PURPOSE 4,500
    CABOT PERFORMING ARTS CENTER
    286 CABOT ST
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 2,500
    CAPE ANN ART HAVEN
    180 B MAIN ST
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 5,000
    CAPE ANN KIDS HOLIDAY FUND
    29 EMERSON AVE
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 5,000
    CAPE ANN TIMEBANK INC
    12 CALEBS LN
    ROCKPORT,MA01966     		NOT RELATED PC EXEMPT PURPOSE 1,000
    CENTRAL CONGREGATIONAL CHURCH
    PO BOX 252
    BATH,ME04530     		NOT RELATED PC EXEMPT PURPOSE 3,050
    CHANGE IS SIMPLE INC
    8 ENON ST
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 2,500
    CHRISTMAS TREE SANTAS
    5 OAK ST
    KENNEBUNK,ME04043     		NOT RELATED PC EXEMPT PURPOSE 2,000
    CITIZENS INN INC
    81 MAIN ST
    PEABODY,MA01960     		NOT RELATED PC EXEMPT PURPOSE 2,500
    CITY OF NEWBURYPORT
    60 PLEASANT ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 5,000
    COASTAL HOMEBUYER EDUCATION INC
    PO BOX 453
    AMESBURY,MA01913     		NOT RELATED PC EXEMPT PURPOSE 4,000
    COLBY COLLEGE FBO EMMA RILEY
    4000 MAYFLOWER HILL DR
    WATERVILLE,ME04901     		NOT RELATED PC EXEMPT PURPOSE 3,500
    COLLEGE APPLICATION EDUCATION PROJECT INC
    4 ADAMS STREET C/O ARTHUR AKERS
    LYNN,MA01902     		NOT RELATED PC EXEMPT PURPOSE 2,500
    COMMUNITY ACTION INC
    3 WASHINGTON SQ FLOOR 4
    HAVERHILL,MA01830     		NOT RELATED PC EXEMPT PURPOSE 12,500
    COMMUNITY GIVING TREE
    PO BOX 823
    GWYNEDD VALLEY,PA19437     		NOT RELATED PC EXEMPT PURPOSE 7,500
    COMMUNITY SERVICE OF NEWBURYPORT INC
    PO BOX 843
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 5,000
    CUTLER ELEMENTARY SCHOOL
    237 ASBURY ST
    SOUTH HAMILTON,MA01982     		NOT RELATED PC EXEMPT PURPOSE 1,500
    DANVERS COMMUNITY YMCA
    34 PICKERING ST
    DANVERS,MA01923     		NOT RELATED PC EXEMPT PURPOSE 6,000
    ELDER SERVICES OF THE MERRIMACK VALLEY
    280 MERRIMACK ST 400
    LAWERENCE,MA01843     		NOT RELATED PC EXEMPT PURPOSE 1,000
    ESSEX COUNTY COMMUNITY FOUNDATION
    175 ANDOVER ST SUITE 101
    DANVERS,MA01923     		NOT RELATED PC EXEMPT PURPOSE 2,000
    ESSEX COUNTY GREENBELT ASSOCIATION
    82 EASTERN AVE
    ESSEX,MA01929     		NOT RELATED PC EXEMPT PURPOSE 10,000
    ESSEX COUNTY TRAIL ASSOCIATION
    162 MAIN ST 5
    WENHAM,MA01984     		NOT RELATED PC EXEMPT PURPOSE 2,000
    ESSEX MERCHANTS GROUP
    44 MAIN ST
    ESSEX,MA01929     		NOT RELATED PC EXEMPT PURPOSE 2,500
    FAMILY SERVICES OF MERRIMACK VALLEY
    430 N CANAL ST
    LAWRENCE,MA01840     		NOT RELATED PC EXEMPT PURPOSE 5,000
    FIDELITY HOUSE CRC
    22 PARKRIDGE RD
    HAVERHILL,MA01830     		NOT RELATED PC EXEMPT PURPOSE 2,500
    FIREHOUSE CENTER FOR THE ARTS
    18 GRAF RD UNIT 9
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 8,000
    FIRST CHURCH CONGREGATIONAL OF BOXFORD
    4 GEORGETOWN RD
    BOXFORD,MA01921     		NOT RELATED PC EXEMPT PURPOSE 1,000
    FIRST PARISH CHURCH OF NEWBURY
    20 HIGH ST
    NEWBURY,MA01951     		NOT RELATED PC EXEMPT PURPOSE 2,500
    FIRST R FOUNDATION
    74 LANGSFORD ST
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 2,500
    FITMONEY INC
    1188 CENTRE ST
    NEWTON CENTRE,MA02459     		NOT RELATED PC EXEMPT PURPOSE 7,500
    FRIENDS OF BUKER ELEMENTARY SCHOOL
    1 SCHOOL ST
    WENHAM,MA01984     		NOT RELATED PC EXEMPT PURPOSE 1,000
    FRIENDS OF NEWBURYPORT TRACK
    23 COLUMBUS AVE
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 20,000
    FRIENDS OF NEWBURYPORT YOUTH SERVICES INC
    40 MILK ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 5,000
    FRIENDS OF THE IPSWICH ELDERLY INC
    PO BOX 213
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 5,000
    FRIENDS OF THE NEWBURYPORT PUBLIC LIBRARY
    94 STATE ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE -2,000
    FRIENDS OF THE TOPSFIELD LIBRARY
    SOUTH COMMON
    TOPSFIELD,MA01983     		NOT RELATED PC EXEMPT PURPOSE 1,000
    GENERAL CHARITABLE SOCIETY OF NEWBURYPORT
    PO BOX 365
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 5,000
    GENEROUS GARDENERS
    101 WESTERN AVE SUITE 1
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 1,000
    GEORGETOWN UNIVERSITY FBO WILLIAM RUSSELL
    3700 O ST NW
    WASHINGTON,DC20057     		NOT RELATED PC EXEMPT PURPOSE 1,000
    GIRL SCOUTS OF EASTERN MA
    111 E GROVE ST
    MIDDLEBOROUGH,MA02346     		NOT RELATED PC EXEMPT PURPOSE 1,000
    GLOUCESTER CELEBRATION CORPORATION
    35 MAIN ST FL 3
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 2,500
    GLOUCESTER EDUCATION FOUNDATION INC
    185 MAIN ST
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 22,500
    GLOUCESTER HIGH SCHOOL DECA
    32 LESLIE OJOHNSON RD
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 650
    GLOUCESTER HOUSING AUTHORITY
    259 WASHINGTON ST
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 7,500
    GLOUCESTER POLICE DEPARTMENT COMMUNITY IMPACT UNIT
    197 MAIN ST 1
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 1,000
    GLOUCESTER SCHOONER FESTIVAL
    23 HARBOR LOOP
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 1,000
    GRACE CENTER INCUNITARIAN UNIVERSALIST CHURCH
    10 CHURCH ST
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 2,500
    GREATER NEWBURYPORT OVARIAN CANCER
    6 MARKET SQ
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 1,500
    HABIT FOR HUMANITY - NORTH SHORE
    14 PARK ST
    DANVERS,MA01923     		NOT RELATED PC EXEMPT PURPOSE 5,000
    HAMILTON WENHAM LITTLE LEAGUE
    PO BOX 2305
    SOUTH HAMILTON,MA01982     		NOT RELATED PC EXEMPT PURPOSE 1,000
    HAMILTON-WENHAM EDUCATION FOUNDATION
    PO BOX 2433
    SOUTH HAMILTON,MA01982     		NOT RELATED PC EXEMPT PURPOSE 2,500
    HAWC
    27 CONGRESS ST
    SALEM,MA01970     		NOT RELATED PC EXEMPT PURPOSE 2,500
    HISTORICAL SOCIETY OF OLD NEWBURY-MUSEUM OF OLD NEWBURY
    98 HIGH ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 2,500
    HORIZON CLUB INC OF NEWBURYPORT'
    12 LOW ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 3,000
    IMADA-IPSWICH MUSIC ARTS AND DRAMA ASSOCIATION
    PO BOX 449
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 2,498
    IMMACULATE CONCEPTION SCHOOL
    112 WARE AVE
    TOWSON,MD21204     		NOT RELATED PC EXEMPT PURPOSE 3,680
    IPSWICH CARING
    676 NEWBURYPORT TURNPIKE
    ROWLEY,MA01969     		NOT RELATED PC EXEMPT PURPOSE 2,500
    IPSWICH CULTURAL COUNCIL
    329 LINEBROOK RD
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 1,500
    IPSWICH DINNER BELL INC
    3 DIX RD
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 10,000
    IPSWICH HIGH SCHOOL
    134 HIGH ST
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 122,500
    IPSWICH HIGH SCHOOL ROBOTICS TEAM
    134 HIGH ST
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 5,500
    IPSWICH HUMANE GROUP
    17 FOWLERS LN
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 500
    IPSWICH MEN'S SOFTBALL LEAGUE INC
    45 MILE LN
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 300
    IPSWICH MUSEUM
    54 S MAIN ST
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 2,500
    IPSWICH RIVER WATERSHED
    143 COUNTRY RD
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 2,500
    IPSWICH ROTARY CHARITABLE TRUST
    26 MAIN ST
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 4,649
    IPSWICH YOUTH LACROSSE
    PO BOX 671
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 1,500
    JEANNE GEIGER CRISIS CENTER
    5 MARKET SQ 109
    AMESBURY,MA01913     		NOT RELATED PC EXEMPT PURPOSE 35,000
    JOPPA FLATS RUNNING CLUB
    PO BOX 502
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 2,000
    KESTREL EDUCATIONAL ADVENTURES
    9 MAY ST
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 3,000
    L'ARCHE BOSTON NORTH
    53 WINGATE ST
    HAVERHILL,MA01832     		NOT RELATED PC EXEMPT PURPOSE 5,000
    LAWRENCE COMMUNITY WORKS
    168 NEWBURY ST
    LAWRENCE,MA01841     		NOT RELATED PC EXEMPT PURPOSE 7,500
    LEAP FOR EDUCATION INC
    35 CONGRESS ST 102
    SALEM,MA01970     		NOT RELATED PC EXEMPT PURPOSE 4,000
    LEHIGH UNIVERSITY
    27 MEMORIAL DR
    BETHLEHEM,PA18015     		NOT RELATED PC EXEMPT PURPOSE 3,750
    LINK HOUSE INC
    37 WASHINGTON ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 2,500
    LOWELL'S BOAT SHOP & MUSEUM
    459 MAIN ST
    AMESBURY,MA01913     		NOT RELATED PC EXEMPT PURPOSE 1,500
    LUCY'S LOVE BUS CHARITABLE TRUST INC
    21 WATER ST
    AMESBURY,MA01913     		NOT RELATED PC EXEMPT PURPOSE 5,000
    MASCONOMET REGIONAL SCHOOL DISTRICT
    20 ENDICOTT RD
    BOXFORD,MA01921     		NOT RELATED PC EXEMPT PURPOSE 2,500
    MASS COALITION FOR THE HOMELESS
    73 BUFFUM ST
    LYNN,MA01902     		NOT RELATED PC EXEMPT PURPOSE 3,000
    MASSACHUSETTS AUDUBON SOCIETY
    208 S GREAT RD
    LINCOLN,MA01773     		NOT RELATED PC EXEMPT PURPOSE 4,000
    MCGILL UNIVERSITY FBO EMMA FISHER
    845 SHERBROOKE ST
    MONTREAL,QUEBECH3A 0G4
    CA     		NOT RELATED PC EXEMPT PURPOSE 3,750
    MERRIMAC HEIGHTS ACADEMY
    102 W MAIN ST
    MERRIMAC,MA01860     		NOT RELATED PC EXEMPT PURPOSE 2,500
    MERRIMACK VALLEY CONCERT BAND INC
    PO BOX 76
    MERRIMAC,MA01860     		NOT RELATED PC EXEMPT PURPOSE 400
    MERRIMACK VALLEY FELINE RESCUE SOCIETY
    63 ELM ST
    SALISBURY,MA01952     		NOT RELATED PC EXEMPT PURPOSE 5,000
    MERRIMACK VALLEY HABITAT FOR HUMANITY
    647 ANDOVER ST
    LAWRENCE,MA01843     		NOT RELATED PC EXEMPT PURPOSE 7,500
    MERROHAWKE NATURE SCHOOL
    56R MERRIMAC ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 2,500
    MIDDLETON FOOD PANTRY
    307 E 1ST ST
    MIDDLETON,ID83644     		NOT RELATED PC EXEMPT PURPOSE 5,000
    MUSIC FOR MUSIC
    93 STATE STREET PO BOX 510
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 2,000
    MY BROTHER'S TABLE
    98 WILLOW ST
    LYNN,MA01901     		NOT RELATED PC EXEMPT PURPOSE 7,500
    NEW ENGLAND EQUINE RESCUE NORTH INC
    52 ASH ST
    WEST NEWBURY,MA01985     		NOT RELATED PC EXEMPT PURPOSE 2,500
    NEW ENGLAND EXCHANGE CLUB FOUNDATION
    100 COFFIN AVE
    HAVERHILL,MA01830     		NOT RELATED PC EXEMPT PURPOSE 1,000
    NEWBURYPORT ADULT & COMMUNITY EDUCATION
    70 LOW ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 5,000
    NEWBURYPORT ART ASSOCIATION
    65 WATER ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 25,000
    NEWBURYPORT CHAMBER MUSIC FESTIVAL
    79 STATE ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 4,000
    NEWBURYPORT CHORAL SOCIETY
    300 HIGH ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 1,000
    NEWBURYPORT EDUCATION FOUNDATION
    70 LOW ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 80,000
    NEWBURYPORT ELEMENTARY PTO
    333 HIGH ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 1,500
    NEWBURYPORT FILM FESTIVAL INC
    6 TEMPLE ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 2,000
    NEWBURYPORT HIGH SCHOOL SENIOR CELEBRATION
    241 HIGH ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 2,500
    NEWBURYPORT LIONS CLUB
    4 CARLTON DR
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 12,991
    NORTH SHORE CANCER WALK
    81 HIGHLAND AVE
    SALEM,MA01970     		NOT RELATED PC EXEMPT PURPOSE 3,000
    NORTH SHORE COMMUNITY DEVELOPMENT CORPORATION
    96 LAFAYETTE ST
    SALEM,MA01970     		NOT RELATED PC EXEMPT PURPOSE 10,000
    NORTH SHORE UNITED WAY
    248 CABOT ST 2
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 3,500
    NORTH SHORE YMCA
    245 CABOT ST
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 265,000
    NORTHEASTERN MASSACHUSETTS YOUTH ORCHESTRAS
    PO BOX 822
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 5,000
    NORTHEASTERN UNIVERSITY FBO ALEXANDRE JEAN
    360 HUNTINGTON AVE
    BOSTON,MA02115     		NOT RELATED PC EXEMPT PURPOSE 11,000
    NORTHERN ESSEX COMMUNITY COLLEGE
    100 ELLIOTT ST
    HAVERHILL,MA01830     		NOT RELATED PC EXEMPT PURPOSE 5,000
    ONSTAGE DBA THEATER IN THE OPEN
    PO BOX 215
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 5,400
    OUR NEIGHBORS' TABLE
    194 MAIN ST
    AMESBURY,MA01913     		NOT RELATED PC EXEMPT PURPOSE 52,500
    PAN MASS CHALLENGE
    77 4TH ST
    NEEDHAM,MA02494     		NOT RELATED PC EXEMPT PURPOSE 5,000
    PATHWAYS FOR CHILDREN
    29 EMERSON AVE
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 12,500
    PENTUCKET REGIONAL HIGH SCHOOL PARENT ALLIANCE INC
    24 MAIN ST
    WEST NEWBURY,MA01985     		NOT RELATED PC EXEMPT PURPOSE 2,500
    PINE GROVE ELEMENTARY SCHOOL
    191 MAIN ST
    ROWLEY,MA01969     		NOT RELATED PC EXEMPT PURPOSE 2,500
    PINE GROVE SCHOOL PTA
    191 MAIN ST
    ROWLEY,MA01969     		NOT RELATED PC EXEMPT PURPOSE 4,500
    PLUMMER YOUTH PROMISE
    37 WINTER ISLAND RD
    SALEM,MA01970     		NOT RELATED PC EXEMPT PURPOSE 5,000
    PROVIDENCE COLLEGE FBO MARGARET LOW
    1 CUNNINGHAM SQ
    PROVIDENCE,RI02918     		NOT RELATED PC EXEMPT PURPOSE 20,000
    REDEEMER UNIVERSITY
    777 GARNER RD EAST
    ANCASTER,ONTARIOL9K
    CA     		NOT RELATED PC EXEMPT PURPOSE 1,000
    REFUND FROM NBPT LITERARY ASSOCIATION
    157 LOW ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE -5,000
    ROCKPORT ART ASSOCIATION
    12 MAIN ST
    ROCKPORT,MA01966     		NOT RELATED PC EXEMPT PURPOSE 2,500
    ROCKPORT HIGH SCHOOL
    24 JERDENS LN
    ROCKPORT,MA01966     		NOT RELATED PC EXEMPT PURPOSE 2,500
    ROCKPORT ILLUMINATION FUND INC
    16B SOUTH ST
    ROCKPORT,MA01966     		NOT RELATED PC EXEMPT PURPOSE 1,000
    ROCKPORT MUSIC INC
    37 MAIN ST
    ROCKPORT,MA01966     		NOT RELATED PC EXEMPT PURPOSE 2,500
    ROOTS NS INC
    35 CONGRESS ST 2350
    SALEM,MA01970     		NOT RELATED PC EXEMPT PURPOSE 2,500
    ROWLEY FOOD PANTRY
    147 MAIN ST
    ROWLEY,MA01969     		NOT RELATED PC EXEMPT PURPOSE 5,000
    RUNWAY FOR RECOVERY
    14 INN ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 1,000
    SACRED HEART UNIVERSITY FBO MOLLY ELMORE
    5151 PARK AVE
    FAIRFIELD,CT06825     		NOT RELATED PC EXEMPT PURPOSE 5,000
    SACRED HEARTS FOOD PANTRY
    311 RIVER ST
    WALTHAM,MA02453     		NOT RELATED PC EXEMPT PURPOSE 1,500
    SALEM PANTRY INC
    PO BOX 295
    SALEM,MA01970     		NOT RELATED PC EXEMPT PURPOSE 5,000
    SALISBURY ELEMENTARY SCHOOL
    100 LAFAYETTE RD
    SALISBURY,MA01952     		NOT RELATED PC EXEMPT PURPOSE 18,725
    SALISBURY YOUTH BASEBALL AND SOFTBALL LEAGUE
    PO BOX 5606
    SALISBURY,MA01952     		NOT RELATED PC EXEMPT PURPOSE 1,000
    SEAN PERKINS FOUNDATION
    4 WASHINGTON ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 1,000
    SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC
    PO BOX 301155
    JAMAICA PLAIN,MA02130     		NOT RELATED PC EXEMPT PURPOSE 2,500
    SENIOR CARE INC
    49 BLACKBURN CENTER
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 7,500
    SMITH COLLEGE FBO TATUM GALUSKI
    10 ELM ST
    NORTHAMPTON,MA01063     		NOT RELATED PC EXEMPT PURPOSE 1,000
    SPUR
    PO BOX 1274
    MARBLEHEAD,MA01945     		NOT RELATED PC EXEMPT PURPOSE 2,000
    ST VINCENT DE PAUL SOCIETY
    1488 MIDDLESEX ST
    LOWELL,MA01851     		NOT RELATED PC EXEMPT PURPOSE 2,500
    ST VINCENT DE PAULIMMACULATE CONCEPTION CHURCH
    144 E MERRIMACK ST
    LOWELL,MA01852     		NOT RELATED PC EXEMPT PURPOSE 2,500
    STORM SURGEALLIANCE FOR CLIMATE & ENVIRONMENTAL STEWARDS
    PO BOX 281
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 2,000
    THE ALS ASSOCIATION MA CHAPTER
    685 CANTON ST 103
    NORWOOD,MA02062     		NOT RELATED PC EXEMPT PURPOSE 2,500
    THE ARC
    564 MAIN ST
    FITCHBURG,MA01420     		NOT RELATED PC EXEMPT PURPOSE 2,500
    THE BEVERLY FEMALE CHARITABLE SOCIETY
    24 SUNNYVALE ST
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 2,500
    THE CABOT
    286 CABOT ST
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 2,500
    THE CHILDREN'S CENTER FOR COMMUNICATION
    6 ECHO AVE
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 20,000
    THE CHRISTMAS TREE COMMITTEE INC
    1 GANNON COURT
    ROCKPORT,MA01766     		NOT RELATED PC EXEMPT PURPOSE 3,000
    THE COMMUNITY HOUSE
    284 BAY RD
    SOUTH HAMILTON,MA01982     		NOT RELATED PC EXEMPT PURPOSE 2,500
    THE GLOUCESTER FUND INC
    45 MIDDLE ST 2
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 8,500
    THE NEWBURYPORT PIONEER LEAGUE
    PO BOX 232
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 1,500
    THE OPEN DOOR
    28 EMERSON AVE
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 2,500
    THE OPEN DOORCAPE ANN FOOD PANTRY INC
    28 EMERSON AVE
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 128,333
    THE PETTENGILL HOUSE
    13 LAFAYETTE RD
    SALISBURY,MA01952     		NOT RELATED PC EXEMPT PURPOSE 48,000
    THE SALVATION ARMY
    615 SLATERS LN
    ALEXANDRIA,VA22314     		NOT RELATED PC EXEMPT PURPOSE 2,500
    THREE SISTERS GARDEN PROJECT
    10 JEFFREYS NECK RD
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 5,000
    TOPSFIELD FOOD PANTRY
    124 RIVER RD
    TOPSFIELD,MA01983     		NOT RELATED PC EXEMPT PURPOSE 5,000
    TOPSFIELD HISTORICAL SOCIETY
    1 HOWLETT ST
    TOPSFIELD,MA01983     		NOT RELATED PC EXEMPT PURPOSE 2,000
    TRINITY COLLEGE FBO JENNY CONANT
    300 SUMMIT ST
    HARTFORD,CT06106     		NOT RELATED PC EXEMPT PURPOSE 3,750
    TRINITY UNITED CHURCH
    400 W 95TH ST
    CHICAGO,IL60628     		NOT RELATED PC EXEMPT PURPOSE 1,000
    TRITON EDUCATION FOUNDATION INC
    PO BOX 617
    BYFIELD,MA01922     		NOT RELATED PC EXEMPT PURPOSE 32,162
    TRITON REGIONAL HIGH SCHOOL ROBOTICS
    112 ELM ST
    BYFIELD,MA01922     		NOT RELATED PC EXEMPT PURPOSE 4,000
    TRITON YOUTH SOCCER ASSOCIATION
    PO BOX 168
    ROWLEY,MA01969     		NOT RELATED PC EXEMPT PURPOSE 300
    TRI-TOWN COUNCIL
    7 GROVE ST SUITE 202
    TOPSFIELD,MA01983     		NOT RELATED PC EXEMPT PURPOSE 2,500
    TURNING POINT INC
    5 PERRY WAY
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 13,000
    UMASS AMHERST
    134 HICKS WAY
    AMHERST,MA01003     		NOT RELATED PC EXEMPT PURPOSE 20,000
    UMASS BOSTON FBO KIMBERLY TRAN
    100 WILLIAM T MORRISSEY BLVD
    BOSTON,MA02125     		NOT RELATED PC EXEMPT PURPOSE 5,625
    UNIVERSITY OF ROCHESTER
    500 JOSEPH C WILSON BLVD
    ROCHESTER,NY14627     		NOT RELATED PC EXEMPT PURPOSE 3,750
    UNIVERSITY OF VIRGINIA FBO CATHERINE JOHNSON
    PO BOX 400807
    CHARLOTTESVILLE,VA22904     		NOT RELATED PC EXEMPT PURPOSE 3,750
    VASSAR COLLEGE
    124 RAYMOND AVE
    POUGHKEEPSIE,NY12604     		NOT RELATED PC EXEMPT PURPOSE 8,750
    VNA CARE NETWORK
    254 2ND AVE 200
    NEEDHAM,MA02494     		NOT RELATED PC EXEMPT PURPOSE 10,875
    WELLSPRING HOUSE INC
    302 ESSEX AVE
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 42,500
    WEST NEWBURY PTO
    694 MAIN ST
    WEST NEWBURY,MA01985     		NOT RELATED PC EXEMPT PURPOSE 3,000
    WINDRUSH FARM THERAPEUTIC EQUITATION INC
    479 LACY ST
    NORTH ANDOVER,MA01845     		NOT RELATED PC EXEMPT PURPOSE 5,000
    WINNERS CIRCLE RUNNING CLUB
    211 ELM ST RT 110
    SALISBURY,MA01952     		NOT RELATED PC EXEMPT PURPOSE 4,000
    WINTHROP ELEMENTARY SCHOOL IN HAMILTON
    325 BAY RD
    SOUTH HAMILTON,MA01982     		NOT RELATED PC EXEMPT PURPOSE 1,500
    WORCESTER POLYTECHNIC INSTITUTE
    100 INSTITUTE RD
    WORCESTER,MA01609     		NOT RELATED PC EXEMPT PURPOSE 5,000
    YMCA OF METRO NORTH ASSOCIATION
    2 CENTENNIAL DR 4A
    PEABODY,MA01960     		NOT RELATED PC EXEMPT PURPOSE 1,000
    YWCA GREATER NEWBURYPORT
    13 MARKET ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 10,000
    Total .................................bullet 3a 1,754,121
    bApproved for future payment
    BOYS & GIRLS CLUB OF LOWER MERRIMACK VALLEY
    1 POSITIVE PLACE
    SHELTON,CT06484     		  PC EXEMPT PURPOSE 66,667
    EDUCATIONAL FOUNDATION FOR ROCKPORT
    PO BOX 836
    ROCKPORT,MA01966     		NOT RELATED PC EXEMPT PURPOSE 10,000
    ESSEX COUNTY GREENBELT ASSOCIATION
    82 EASTERN AVENUE
    ESSEX,MA01929     		NOT RELATED PC EXEMPT PURPOSE 400,000
    ESSEX COUNTY TRAIL ASSOCIATION
    PO BOX 358
    HAMILTON,MA01936     		NOT RELATED PC EXEMPT PURPOSE 10,000
    IPSWICH EDUCATION FOUNDATION
    PO BOX 786
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 120,000
    JEANNE GEIGER CRISIS CENTER
    2 HARRIS STREET
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 70,000
    NEWBURYPORT LIONS CLUB
    PO BOX 545
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 52,500
    THE OPEN DOOR
    28 EMERSON AVENUE
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 66,667
    THE OPEN DOOR
    28 EMERSON AVENUE
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 80,000
    TRAV'S TRAIL RUN
    93 STATE STREET PO BOX 510
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 12,000
    TRITON EDUCATION FOUNDATION
    112 ELM STREET
    BYFIELD,MA01922     		NOT RELATED PC EXEMPT PURPOSE 450,000
    YMCA OF THE NORTH SHORE
    200 CUMMINGS CTR SUITE 173D
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 700,000
    YMCA OF THE NORTH SHOREIPSWICH
    245 CABOT STREET
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 1,000,000
    Total .................................bullet 3b 3,037,834
    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 ...........     		    14 11,676  
    4 Dividends and interest from securities....     14 398,913  
    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 82,755  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		        2,878
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 493,344 2,878
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    496,222
    (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.)
    11A FEDERAL TAX REFUND
    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

    Form 990PF Part XV Line 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
    ACORD FOOD PANTRY69 WILLOW ST PO BOX 2203
    SOUTH HAMILTON,MA01982     		NOT RELATED PC EXEMPT PURPOSE 5,000
    ALZHEIMER'S ASSOCIATION AND RELATED DISORDERS225 NORTH MICHIGAN AVE SUITE 1700
    CHICAGO,IL60601     		NOT RELATED PC EXEMPT PURPOSE 1,000
    AMERICAN LEGION POST NO 3PO BOX 20008
    ROANOKE,VA24018     		NOT RELATED PC EXEMPT PURPOSE 2,500
    AMESBURY ROTARY CLUB1 MARKET SQ
    AMESBURY,MA01913     		NOT RELATED PC EXEMPT PURPOSE 1,500
    AMESBURY YOUTH HOCKEY LEAGUEPO BOX 294
    AMESBURY,MA01913     		NOT RELATED PC EXEMPT PURPOSE 2,500
    AMONG FRIENDS AT ST PAUL'S CHURCH166 HIGH STREET
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 5,000
    ANCHOR OF HOPE DIAPER BANK INC69 SUMMER STREET
    HAVERHILL,MA01830     		NOT RELATED PC EXEMPT PURPOSE 3,500
    ANNA JAQUES HOSPITAL COMMUNITY HEALTH25 HIGHLAND AVE
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 62,500
    APPALACHIAN MOUNTAIN CLUB10 CITY SQUARE
    BOSTON,MA02129     		NOT RELATED PC EXEMPT PURPOSE 5,000
    ASSUMPTION UNIVERSITY500 SALISBURY ST
    WORCESTER,MA01609     		NOT RELATED PC EXEMPT PURPOSE 10,000
    BABSON COLLEGE FBO LUKE PATA231 FOREST ST
    BABSON PARK,MA02457     		NOT RELATED PC EXEMPT PURPOSE 3,750
    BACKYARD GROWERS INC3 DUNCAN ST
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 2,500
    BATES COLLEGE216 LANE HALL 2 ANDREWS RD
    LEWISTON,ME04240     		NOT RELATED PC EXEMPT PURPOSE 5,000
    BELMONT UNIVERSITY FBO QUENTIN CALLEWAERT1900 BELMONT BLVD
    NASHVILLE,TN37212     		NOT RELATED PC EXEMPT PURPOSE 3,750
    BERKLEE COLLEGE OF MUSIC1140 BOYLSTON ST MS 899
    BOSTON,MA02215     		NOT RELATED PC EXEMPT PURPOSE 1,000
    BEVERLY BOOTSTRAPS35 PARK ST
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 12,500
    BEVERLY CHILDREN'S LEARNING CENTER550 CABOT ST
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 12,500
    BEVERLY HIGH SCHOOL PTO100 SOHIER RD
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 500
    BEVERLY ROTARY CLUB FOUNDATIONPO BOX 201
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 1,650
    BEVERLY SCHOOL FOR THE DEAF6 ECHO AVE
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 5,000
    BOSTON COLLEGE140 COMMONWEALTH AVE
    CHESTNUT HILL,MA02467     		NOT RELATED PC EXEMPT PURPOSE 4,750
    BOSTON UNIVERSITY FBO SAMANTHA ORLANDO881 COMMONWEALTH AVE
    BOSTON,MA02215     		NOT RELATED PC EXEMPT PURPOSE 3,750
    BOXFORD FIRE DEPARTMENT37 GEORGETOWN RD
    BOXFORD,MA01921     		NOT RELATED PC EXEMPT PURPOSE 500
    BOY AND GIRLS CLUB OF SALEM29 HIGHLAND AVE
    SALEM,MA01970     		NOT RELATED PC EXEMPT PURPOSE 2,500
    BOYS & GIRLS CLUB OF GREATER SALEM29 HIGHLAND AVE
    SALEM,MA01970     		NOT RELATED PC EXEMPT PURPOSE 4,500
    BOYS & GIRLS CLUB OF LOWER MERRIMACK VALLEY18 MAPLE ST
    SALISBURY,MA01952     		NOT RELATED PC EXEMPT PURPOSE 35,833
    BREAD & ROSES INC58 NEWBURY ST
    LAWRENCE,MA01840     		NOT RELATED PC EXEMPT PURPOSE 17,500
    BRIDGEWELL INC10 DEARBORN RD
    PEABODY,MA01960     		NOT RELATED PC EXEMPT PURPOSE 5,000
    BTABOLT INC7 ELM ST
    BOXFORD,MA01921     		NOT RELATED PC EXEMPT PURPOSE 2,000
    BUILDING A BETTER BEVERLY191 CABOT ST
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 5,000
    C-10 RESEARCH & EDUCATION FOUNDATION11 CHESTNUT ST
    AMESBURY,MA01913     		NOT RELATED PC EXEMPT PURPOSE 4,500
    CABOT PERFORMING ARTS CENTER286 CABOT ST
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 2,500
    CAPE ANN ART HAVEN180 B MAIN ST
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 5,000
    CAPE ANN KIDS HOLIDAY FUND29 EMERSON AVE
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 5,000
    CAPE ANN TIMEBANK INC12 CALEBS LN
    ROCKPORT,MA01966     		NOT RELATED PC EXEMPT PURPOSE 1,000
    CENTRAL CONGREGATIONAL CHURCHPO BOX 252
    BATH,ME04530     		NOT RELATED PC EXEMPT PURPOSE 3,050
    CHANGE IS SIMPLE INC8 ENON ST
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 2,500
    CHRISTMAS TREE SANTAS5 OAK ST
    KENNEBUNK,ME04043     		NOT RELATED PC EXEMPT PURPOSE 2,000
    CITIZENS INN INC81 MAIN ST
    PEABODY,MA01960     		NOT RELATED PC EXEMPT PURPOSE 2,500
    CITY OF NEWBURYPORT60 PLEASANT ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 5,000
    COASTAL HOMEBUYER EDUCATION INCPO BOX 453
    AMESBURY,MA01913     		NOT RELATED PC EXEMPT PURPOSE 4,000
    COLBY COLLEGE FBO EMMA RILEY4000 MAYFLOWER HILL DR
    WATERVILLE,ME04901     		NOT RELATED PC EXEMPT PURPOSE 3,500
    COLLEGE APPLICATION EDUCATION PROJECT INC4 ADAMS STREET C/O ARTHUR AKERS
    LYNN,MA01902     		NOT RELATED PC EXEMPT PURPOSE 2,500
    COMMUNITY ACTION INC3 WASHINGTON SQ FLOOR 4
    HAVERHILL,MA01830     		NOT RELATED PC EXEMPT PURPOSE 12,500
    COMMUNITY GIVING TREEPO BOX 823
    GWYNEDD VALLEY,PA19437     		NOT RELATED PC EXEMPT PURPOSE 7,500
    COMMUNITY SERVICE OF NEWBURYPORT INCPO BOX 843
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 5,000
    CUTLER ELEMENTARY SCHOOL237 ASBURY ST
    SOUTH HAMILTON,MA01982     		NOT RELATED PC EXEMPT PURPOSE 1,500
    DANVERS COMMUNITY YMCA34 PICKERING ST
    DANVERS,MA01923     		NOT RELATED PC EXEMPT PURPOSE 6,000
    ELDER SERVICES OF THE MERRIMACK VALLEY280 MERRIMACK ST 400
    LAWERENCE,MA01843     		NOT RELATED PC EXEMPT PURPOSE 1,000
    ESSEX COUNTY COMMUNITY FOUNDATION175 ANDOVER ST SUITE 101
    DANVERS,MA01923     		NOT RELATED PC EXEMPT PURPOSE 2,000
    ESSEX COUNTY GREENBELT ASSOCIATION82 EASTERN AVE
    ESSEX,MA01929     		NOT RELATED PC EXEMPT PURPOSE 10,000
    ESSEX COUNTY TRAIL ASSOCIATION162 MAIN ST 5
    WENHAM,MA01984     		NOT RELATED PC EXEMPT PURPOSE 2,000
    ESSEX MERCHANTS GROUP44 MAIN ST
    ESSEX,MA01929     		NOT RELATED PC EXEMPT PURPOSE 2,500
    FAMILY SERVICES OF MERRIMACK VALLEY430 N CANAL ST
    LAWRENCE,MA01840     		NOT RELATED PC EXEMPT PURPOSE 5,000
    FIDELITY HOUSE CRC22 PARKRIDGE RD
    HAVERHILL,MA01830     		NOT RELATED PC EXEMPT PURPOSE 2,500
    FIREHOUSE CENTER FOR THE ARTS18 GRAF RD UNIT 9
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 8,000
    FIRST CHURCH CONGREGATIONAL OF BOXFORD4 GEORGETOWN RD
    BOXFORD,MA01921     		NOT RELATED PC EXEMPT PURPOSE 1,000
    FIRST PARISH CHURCH OF NEWBURY20 HIGH ST
    NEWBURY,MA01951     		NOT RELATED PC EXEMPT PURPOSE 2,500
    FIRST R FOUNDATION74 LANGSFORD ST
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 2,500
    FITMONEY INC1188 CENTRE ST
    NEWTON CENTRE,MA02459     		NOT RELATED PC EXEMPT PURPOSE 7,500
    FRIENDS OF BUKER ELEMENTARY SCHOOL1 SCHOOL ST
    WENHAM,MA01984     		NOT RELATED PC EXEMPT PURPOSE 1,000
    FRIENDS OF NEWBURYPORT TRACK23 COLUMBUS AVE
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 20,000
    FRIENDS OF NEWBURYPORT YOUTH SERVICES INC40 MILK ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 5,000
    FRIENDS OF THE IPSWICH ELDERLY INCPO BOX 213
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 5,000
    FRIENDS OF THE NEWBURYPORT PUBLIC LIBRARY94 STATE ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE -2,000
    FRIENDS OF THE TOPSFIELD LIBRARYSOUTH COMMON
    TOPSFIELD,MA01983     		NOT RELATED PC EXEMPT PURPOSE 1,000
    GENERAL CHARITABLE SOCIETY OF NEWBURYPORTPO BOX 365
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 5,000
    GENEROUS GARDENERS101 WESTERN AVE SUITE 1
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 1,000
    GEORGETOWN UNIVERSITY FBO WILLIAM RUSSELL3700 O ST NW
    WASHINGTON,DC20057     		NOT RELATED PC EXEMPT PURPOSE 1,000
    GIRL SCOUTS OF EASTERN MA111 E GROVE ST
    MIDDLEBOROUGH,MA02346     		NOT RELATED PC EXEMPT PURPOSE 1,000
    GLOUCESTER CELEBRATION CORPORATION35 MAIN ST FL 3
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 2,500
    GLOUCESTER EDUCATION FOUNDATION INC185 MAIN ST
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 22,500
    GLOUCESTER HIGH SCHOOL DECA32 LESLIE OJOHNSON RD
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 650
    GLOUCESTER HOUSING AUTHORITY259 WASHINGTON ST
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 7,500
    GLOUCESTER POLICE DEPARTMENT COMMUNITY IMPACT UNIT197 MAIN ST 1
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 1,000
    GLOUCESTER SCHOONER FESTIVAL23 HARBOR LOOP
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 1,000
    GRACE CENTER INCUNITARIAN UNIVERSALIST CHURCH10 CHURCH ST
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 2,500
    GREATER NEWBURYPORT OVARIAN CANCER6 MARKET SQ
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 1,500
    HABIT FOR HUMANITY - NORTH SHORE14 PARK ST
    DANVERS,MA01923     		NOT RELATED PC EXEMPT PURPOSE 5,000
    HAMILTON WENHAM LITTLE LEAGUEPO BOX 2305
    SOUTH HAMILTON,MA01982     		NOT RELATED PC EXEMPT PURPOSE 1,000
    HAMILTON-WENHAM EDUCATION FOUNDATIONPO BOX 2433
    SOUTH HAMILTON,MA01982     		NOT RELATED PC EXEMPT PURPOSE 2,500
    HAWC27 CONGRESS ST
    SALEM,MA01970     		NOT RELATED PC EXEMPT PURPOSE 2,500
    HISTORICAL SOCIETY OF OLD NEWBURY-MUSEUM OF OLD NEWBURY98 HIGH ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 2,500
    HORIZON CLUB INC OF NEWBURYPORT'12 LOW ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 3,000
    IMADA-IPSWICH MUSIC ARTS AND DRAMA ASSOCIATIONPO BOX 449
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 2,498
    IMMACULATE CONCEPTION SCHOOL112 WARE AVE
    TOWSON,MD21204     		NOT RELATED PC EXEMPT PURPOSE 3,680
    IPSWICH CARING676 NEWBURYPORT TURNPIKE
    ROWLEY,MA01969     		NOT RELATED PC EXEMPT PURPOSE 2,500
    IPSWICH CULTURAL COUNCIL329 LINEBROOK RD
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 1,500
    IPSWICH DINNER BELL INC3 DIX RD
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 10,000
    IPSWICH HIGH SCHOOL134 HIGH ST
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 122,500
    IPSWICH HIGH SCHOOL ROBOTICS TEAM134 HIGH ST
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 5,500
    IPSWICH HUMANE GROUP17 FOWLERS LN
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 500
    IPSWICH MEN'S SOFTBALL LEAGUE INC45 MILE LN
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 300
    IPSWICH MUSEUM54 S MAIN ST
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 2,500
    IPSWICH RIVER WATERSHED143 COUNTRY RD
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 2,500
    IPSWICH ROTARY CHARITABLE TRUST26 MAIN ST
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 4,649
    IPSWICH YOUTH LACROSSEPO BOX 671
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 1,500
    JEANNE GEIGER CRISIS CENTER5 MARKET SQ 109
    AMESBURY,MA01913     		NOT RELATED PC EXEMPT PURPOSE 35,000
    JOPPA FLATS RUNNING CLUBPO BOX 502
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 2,000
    KESTREL EDUCATIONAL ADVENTURES9 MAY ST
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 3,000
    L'ARCHE BOSTON NORTH53 WINGATE ST
    HAVERHILL,MA01832     		NOT RELATED PC EXEMPT PURPOSE 5,000
    LAWRENCE COMMUNITY WORKS168 NEWBURY ST
    LAWRENCE,MA01841     		NOT RELATED PC EXEMPT PURPOSE 7,500
    LEAP FOR EDUCATION INC35 CONGRESS ST 102
    SALEM,MA01970     		NOT RELATED PC EXEMPT PURPOSE 4,000
    LEHIGH UNIVERSITY27 MEMORIAL DR
    BETHLEHEM,PA18015     		NOT RELATED PC EXEMPT PURPOSE 3,750
    LINK HOUSE INC37 WASHINGTON ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 2,500
    LOWELL'S BOAT SHOP & MUSEUM459 MAIN ST
    AMESBURY,MA01913     		NOT RELATED PC EXEMPT PURPOSE 1,500
    LUCY'S LOVE BUS CHARITABLE TRUST INC21 WATER ST
    AMESBURY,MA01913     		NOT RELATED PC EXEMPT PURPOSE 5,000
    MASCONOMET REGIONAL SCHOOL DISTRICT20 ENDICOTT RD
    BOXFORD,MA01921     		NOT RELATED PC EXEMPT PURPOSE 2,500
    MASS COALITION FOR THE HOMELESS73 BUFFUM ST
    LYNN,MA01902     		NOT RELATED PC EXEMPT PURPOSE 3,000
    MASSACHUSETTS AUDUBON SOCIETY208 S GREAT RD
    LINCOLN,MA01773     		NOT RELATED PC EXEMPT PURPOSE 4,000
    MCGILL UNIVERSITY FBO EMMA FISHER845 SHERBROOKE ST
    MONTREAL,QUEBECH3A 0G4
    CA     		NOT RELATED PC EXEMPT PURPOSE 3,750
    MERRIMAC HEIGHTS ACADEMY102 W MAIN ST
    MERRIMAC,MA01860     		NOT RELATED PC EXEMPT PURPOSE 2,500
    MERRIMACK VALLEY CONCERT BAND INCPO BOX 76
    MERRIMAC,MA01860     		NOT RELATED PC EXEMPT PURPOSE 400
    MERRIMACK VALLEY FELINE RESCUE SOCIETY63 ELM ST
    SALISBURY,MA01952     		NOT RELATED PC EXEMPT PURPOSE 5,000
    MERRIMACK VALLEY HABITAT FOR HUMANITY647 ANDOVER ST
    LAWRENCE,MA01843     		NOT RELATED PC EXEMPT PURPOSE 7,500
    MERROHAWKE NATURE SCHOOL56R MERRIMAC ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 2,500
    MIDDLETON FOOD PANTRY307 E 1ST ST
    MIDDLETON,ID83644     		NOT RELATED PC EXEMPT PURPOSE 5,000
    MUSIC FOR MUSIC93 STATE STREET PO BOX 510
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 2,000
    MY BROTHER'S TABLE98 WILLOW ST
    LYNN,MA01901     		NOT RELATED PC EXEMPT PURPOSE 7,500
    NEW ENGLAND EQUINE RESCUE NORTH INC52 ASH ST
    WEST NEWBURY,MA01985     		NOT RELATED PC EXEMPT PURPOSE 2,500
    NEW ENGLAND EXCHANGE CLUB FOUNDATION100 COFFIN AVE
    HAVERHILL,MA01830     		NOT RELATED PC EXEMPT PURPOSE 1,000
    NEWBURYPORT ADULT & COMMUNITY EDUCATION70 LOW ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 5,000
    NEWBURYPORT ART ASSOCIATION65 WATER ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 25,000
    NEWBURYPORT CHAMBER MUSIC FESTIVAL79 STATE ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 4,000
    NEWBURYPORT CHORAL SOCIETY300 HIGH ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 1,000
    NEWBURYPORT EDUCATION FOUNDATION70 LOW ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 80,000
    NEWBURYPORT ELEMENTARY PTO333 HIGH ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 1,500
    NEWBURYPORT FILM FESTIVAL INC6 TEMPLE ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 2,000
    NEWBURYPORT HIGH SCHOOL SENIOR CELEBRATION241 HIGH ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 2,500
    NEWBURYPORT LIONS CLUB4 CARLTON DR
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 12,991
    NORTH SHORE CANCER WALK81 HIGHLAND AVE
    SALEM,MA01970     		NOT RELATED PC EXEMPT PURPOSE 3,000
    NORTH SHORE COMMUNITY DEVELOPMENT CORPORATION96 LAFAYETTE ST
    SALEM,MA01970     		NOT RELATED PC EXEMPT PURPOSE 10,000
    NORTH SHORE UNITED WAY248 CABOT ST 2
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 3,500
    NORTH SHORE YMCA245 CABOT ST
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 265,000
    NORTHEASTERN MASSACHUSETTS YOUTH ORCHESTRASPO BOX 822
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 5,000
    NORTHEASTERN UNIVERSITY FBO ALEXANDRE JEAN360 HUNTINGTON AVE
    BOSTON,MA02115     		NOT RELATED PC EXEMPT PURPOSE 11,000
    NORTHERN ESSEX COMMUNITY COLLEGE100 ELLIOTT ST
    HAVERHILL,MA01830     		NOT RELATED PC EXEMPT PURPOSE 5,000
    ONSTAGE DBA THEATER IN THE OPENPO BOX 215
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 5,400
    OUR NEIGHBORS' TABLE194 MAIN ST
    AMESBURY,MA01913     		NOT RELATED PC EXEMPT PURPOSE 52,500
    PAN MASS CHALLENGE77 4TH ST
    NEEDHAM,MA02494     		NOT RELATED PC EXEMPT PURPOSE 5,000
    PATHWAYS FOR CHILDREN29 EMERSON AVE
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 12,500
    PENTUCKET REGIONAL HIGH SCHOOL PARENT ALLIANCE INC24 MAIN ST
    WEST NEWBURY,MA01985     		NOT RELATED PC EXEMPT PURPOSE 2,500
    PINE GROVE ELEMENTARY SCHOOL191 MAIN ST
    ROWLEY,MA01969     		NOT RELATED PC EXEMPT PURPOSE 2,500
    PINE GROVE SCHOOL PTA191 MAIN ST
    ROWLEY,MA01969     		NOT RELATED PC EXEMPT PURPOSE 4,500
    PLUMMER YOUTH PROMISE37 WINTER ISLAND RD
    SALEM,MA01970     		NOT RELATED PC EXEMPT PURPOSE 5,000
    PROVIDENCE COLLEGE FBO MARGARET LOW1 CUNNINGHAM SQ
    PROVIDENCE,RI02918     		NOT RELATED PC EXEMPT PURPOSE 20,000
    REDEEMER UNIVERSITY777 GARNER RD EAST
    ANCASTER,ONTARIOL9K
    CA     		NOT RELATED PC EXEMPT PURPOSE 1,000
    REFUND FROM NBPT LITERARY ASSOCIATION157 LOW ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE -5,000
    ROCKPORT ART ASSOCIATION12 MAIN ST
    ROCKPORT,MA01966     		NOT RELATED PC EXEMPT PURPOSE 2,500
    ROCKPORT HIGH SCHOOL24 JERDENS LN
    ROCKPORT,MA01966     		NOT RELATED PC EXEMPT PURPOSE 2,500
    ROCKPORT ILLUMINATION FUND INC16B SOUTH ST
    ROCKPORT,MA01966     		NOT RELATED PC EXEMPT PURPOSE 1,000
    ROCKPORT MUSIC INC37 MAIN ST
    ROCKPORT,MA01966     		NOT RELATED PC EXEMPT PURPOSE 2,500
    ROOTS NS INC35 CONGRESS ST 2350
    SALEM,MA01970     		NOT RELATED PC EXEMPT PURPOSE 2,500
    ROWLEY FOOD PANTRY147 MAIN ST
    ROWLEY,MA01969     		NOT RELATED PC EXEMPT PURPOSE 5,000
    RUNWAY FOR RECOVERY14 INN ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 1,000
    SACRED HEART UNIVERSITY FBO MOLLY ELMORE5151 PARK AVE
    FAIRFIELD,CT06825     		NOT RELATED PC EXEMPT PURPOSE 5,000
    SACRED HEARTS FOOD PANTRY311 RIVER ST
    WALTHAM,MA02453     		NOT RELATED PC EXEMPT PURPOSE 1,500
    SALEM PANTRY INCPO BOX 295
    SALEM,MA01970     		NOT RELATED PC EXEMPT PURPOSE 5,000
    SALISBURY ELEMENTARY SCHOOL100 LAFAYETTE RD
    SALISBURY,MA01952     		NOT RELATED PC EXEMPT PURPOSE 18,725
    SALISBURY YOUTH BASEBALL AND SOFTBALL LEAGUEPO BOX 5606
    SALISBURY,MA01952     		NOT RELATED PC EXEMPT PURPOSE 1,000
    SEAN PERKINS FOUNDATION4 WASHINGTON ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 1,000
    SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INCPO BOX 301155
    JAMAICA PLAIN,MA02130     		NOT RELATED PC EXEMPT PURPOSE 2,500
    SENIOR CARE INC49 BLACKBURN CENTER
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 7,500
    SMITH COLLEGE FBO TATUM GALUSKI10 ELM ST
    NORTHAMPTON,MA01063     		NOT RELATED PC EXEMPT PURPOSE 1,000
    SPURPO BOX 1274
    MARBLEHEAD,MA01945     		NOT RELATED PC EXEMPT PURPOSE 2,000
    ST VINCENT DE PAUL SOCIETY1488 MIDDLESEX ST
    LOWELL,MA01851     		NOT RELATED PC EXEMPT PURPOSE 2,500
    ST VINCENT DE PAULIMMACULATE CONCEPTION CHURCH144 E MERRIMACK ST
    LOWELL,MA01852     		NOT RELATED PC EXEMPT PURPOSE 2,500
    STORM SURGEALLIANCE FOR CLIMATE & ENVIRONMENTAL STEWARDSPO BOX 281
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 2,000
    THE ALS ASSOCIATION MA CHAPTER685 CANTON ST 103
    NORWOOD,MA02062     		NOT RELATED PC EXEMPT PURPOSE 2,500
    THE ARC564 MAIN ST
    FITCHBURG,MA01420     		NOT RELATED PC EXEMPT PURPOSE 2,500
    THE BEVERLY FEMALE CHARITABLE SOCIETY24 SUNNYVALE ST
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 2,500
    THE CABOT286 CABOT ST
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 2,500
    THE CHILDREN'S CENTER FOR COMMUNICATION6 ECHO AVE
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 20,000
    THE CHRISTMAS TREE COMMITTEE INC1 GANNON COURT
    ROCKPORT,MA01766     		NOT RELATED PC EXEMPT PURPOSE 3,000
    THE COMMUNITY HOUSE284 BAY RD
    SOUTH HAMILTON,MA01982     		NOT RELATED PC EXEMPT PURPOSE 2,500
    THE GLOUCESTER FUND INC45 MIDDLE ST 2
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 8,500
    THE NEWBURYPORT PIONEER LEAGUEPO BOX 232
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 1,500
    THE OPEN DOOR28 EMERSON AVE
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 2,500
    THE OPEN DOORCAPE ANN FOOD PANTRY INC28 EMERSON AVE
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 128,333
    THE PETTENGILL HOUSE13 LAFAYETTE RD
    SALISBURY,MA01952     		NOT RELATED PC EXEMPT PURPOSE 48,000
    THE SALVATION ARMY615 SLATERS LN
    ALEXANDRIA,VA22314     		NOT RELATED PC EXEMPT PURPOSE 2,500
    THREE SISTERS GARDEN PROJECT10 JEFFREYS NECK RD
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 5,000
    TOPSFIELD FOOD PANTRY124 RIVER RD
    TOPSFIELD,MA01983     		NOT RELATED PC EXEMPT PURPOSE 5,000
    TOPSFIELD HISTORICAL SOCIETY1 HOWLETT ST
    TOPSFIELD,MA01983     		NOT RELATED PC EXEMPT PURPOSE 2,000
    TRINITY COLLEGE FBO JENNY CONANT300 SUMMIT ST
    HARTFORD,CT06106     		NOT RELATED PC EXEMPT PURPOSE 3,750
    TRINITY UNITED CHURCH400 W 95TH ST
    CHICAGO,IL60628     		NOT RELATED PC EXEMPT PURPOSE 1,000
    TRITON EDUCATION FOUNDATION INCPO BOX 617
    BYFIELD,MA01922     		NOT RELATED PC EXEMPT PURPOSE 32,162
    TRITON REGIONAL HIGH SCHOOL ROBOTICS112 ELM ST
    BYFIELD,MA01922     		NOT RELATED PC EXEMPT PURPOSE 4,000
    TRITON YOUTH SOCCER ASSOCIATIONPO BOX 168
    ROWLEY,MA01969     		NOT RELATED PC EXEMPT PURPOSE 300
    TRI-TOWN COUNCIL7 GROVE ST SUITE 202
    TOPSFIELD,MA01983     		NOT RELATED PC EXEMPT PURPOSE 2,500
    TURNING POINT INC5 PERRY WAY
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 13,000
    UMASS AMHERST134 HICKS WAY
    AMHERST,MA01003     		NOT RELATED PC EXEMPT PURPOSE 20,000
    UMASS BOSTON FBO KIMBERLY TRAN100 WILLIAM T MORRISSEY BLVD
    BOSTON,MA02125     		NOT RELATED PC EXEMPT PURPOSE 5,625
    UNIVERSITY OF ROCHESTER500 JOSEPH C WILSON BLVD
    ROCHESTER,NY14627     		NOT RELATED PC EXEMPT PURPOSE 3,750
    UNIVERSITY OF VIRGINIA FBO CATHERINE JOHNSONPO BOX 400807
    CHARLOTTESVILLE,VA22904     		NOT RELATED PC EXEMPT PURPOSE 3,750
    VASSAR COLLEGE124 RAYMOND AVE
    POUGHKEEPSIE,NY12604     		NOT RELATED PC EXEMPT PURPOSE 8,750
    VNA CARE NETWORK254 2ND AVE 200
    NEEDHAM,MA02494     		NOT RELATED PC EXEMPT PURPOSE 10,875
    WELLSPRING HOUSE INC302 ESSEX AVE
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 42,500
    WEST NEWBURY PTO694 MAIN ST
    WEST NEWBURY,MA01985     		NOT RELATED PC EXEMPT PURPOSE 3,000
    WINDRUSH FARM THERAPEUTIC EQUITATION INC479 LACY ST
    NORTH ANDOVER,MA01845     		NOT RELATED PC EXEMPT PURPOSE 5,000
    WINNERS CIRCLE RUNNING CLUB211 ELM ST RT 110
    SALISBURY,MA01952     		NOT RELATED PC EXEMPT PURPOSE 4,000
    WINTHROP ELEMENTARY SCHOOL IN HAMILTON325 BAY RD
    SOUTH HAMILTON,MA01982     		NOT RELATED PC EXEMPT PURPOSE 1,500
    WORCESTER POLYTECHNIC INSTITUTE100 INSTITUTE RD
    WORCESTER,MA01609     		NOT RELATED PC EXEMPT PURPOSE 5,000
    YMCA OF METRO NORTH ASSOCIATION2 CENTENNIAL DR 4A
    PEABODY,MA01960     		NOT RELATED PC EXEMPT PURPOSE 1,000
    YWCA GREATER NEWBURYPORT13 MARKET ST
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 10,000
    Total ...............................bullet 3a 1,754,121
    bApproved for future payment
    BOYS & GIRLS CLUB OF LOWER MERRIMACK VALLEY1 POSITIVE PLACE
    SHELTON,CT06484     		  PC EXEMPT PURPOSE 66,667
    EDUCATIONAL FOUNDATION FOR ROCKPORTPO BOX 836
    ROCKPORT,MA01966     		NOT RELATED PC EXEMPT PURPOSE 10,000
    ESSEX COUNTY GREENBELT ASSOCIATION82 EASTERN AVENUE
    ESSEX,MA01929     		NOT RELATED PC EXEMPT PURPOSE 400,000
    ESSEX COUNTY TRAIL ASSOCIATIONPO BOX 358
    HAMILTON,MA01936     		NOT RELATED PC EXEMPT PURPOSE 10,000
    IPSWICH EDUCATION FOUNDATIONPO BOX 786
    IPSWICH,MA01938     		NOT RELATED PC EXEMPT PURPOSE 120,000
    JEANNE GEIGER CRISIS CENTER2 HARRIS STREET
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 70,000
    NEWBURYPORT LIONS CLUBPO BOX 545
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 52,500
    THE OPEN DOOR28 EMERSON AVENUE
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 66,667
    THE OPEN DOOR28 EMERSON AVENUE
    GLOUCESTER,MA01930     		NOT RELATED PC EXEMPT PURPOSE 80,000
    TRAV'S TRAIL RUN93 STATE STREET PO BOX 510
    NEWBURYPORT,MA01950     		NOT RELATED PC EXEMPT PURPOSE 12,000
    TRITON EDUCATION FOUNDATION112 ELM STREET
    BYFIELD,MA01922     		NOT RELATED PC EXEMPT PURPOSE 450,000
    YMCA OF THE NORTH SHORE200 CUMMINGS CTR SUITE 173D
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 700,000
    YMCA OF THE NORTH SHOREIPSWICH245 CABOT STREET
    BEVERLY,MA01915     		NOT RELATED PC EXEMPT PURPOSE 1,000,000
    Total ................................bullet 3b 3,037,834
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    INSTITUTION FOR SAVINGS IN NEWBURYPORT &
    ITS VICINITY CHARITABLE FOUNDATION INC
    Employer identification number

    04-3353621
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    INSTITUTION FOR SAVINGS IN NEWBURYPORT &
    ITS VICINITY CHARITABLE FOUNDATION INC         		Employer identification number
    04-3353621
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    1820 SECURITY CORPORATION
     
    93 STATE STREET
     
    NEWBURYPORT, MA01950

    		$ 1,039,450


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    INSTITUTION FOR SAVINGS IN NEWBURYPORT &
    ITS VICINITY CHARITABLE FOUNDATION INC         		Employer identification number

    04-3353621
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 5000 SHARES OF HONEYWELL INTL $ 1,039,450 2020-11-24
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    INSTITUTION FOR SAVINGS IN NEWBURYPORT &
    ITS VICINITY CHARITABLE FOUNDATION INC         		Employer identification number

    04-3353621
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    INSTITUTION FOR SAVINGS IN NEWBURYPORT &
     
    ITS VICINITY CHARITABLE FOUNDATION INC
    EIN:
    04-3353621
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WOLF & COMPANY, PC. 6,600 0   6,600

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    INSTITUTION FOR SAVINGS IN NEWBURYPORT &
     
    ITS VICINITY CHARITABLE FOUNDATION INC
    EIN:
    04-3353621
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STOCKS & BONDS 15,562,636 15,562,636

    TY 2020 OtherExpensesSchedule
    Name:
    INSTITUTION FOR SAVINGS IN NEWBURYPORT &
     
    ITS VICINITY CHARITABLE FOUNDATION INC
    EIN:
    04-3353621
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MASS FILING FEE 589 0   589
    CHECK ORDER COST 211 0   211


    TY 2020 OtherIncomeSchedule2
    Name:
    INSTITUTION FOR SAVINGS IN NEWBURYPORT &
     
    ITS VICINITY CHARITABLE FOUNDATION INC
    EIN:
    04-3353621
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 2,878   2,878


    TY 2020 OtherIncreasesSchedule
    Name:
    INSTITUTION FOR SAVINGS IN NEWBURYPORT &
     
    ITS VICINITY CHARITABLE FOUNDATION INC
    EIN:
    04-3353621
    Description Amount
    UNREALIZED GAINS 370,854


    TY 2020 TaxesSchedule
    Name:
    INSTITUTION FOR SAVINGS IN NEWBURYPORT &
     
    ITS VICINITY CHARITABLE FOUNDATION INC
    EIN:
    04-3353621
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 23,444 0   0