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 11-01-2020 , and ending 10-31-2021
Name of foundation
BRISTOL COUNTY SAVINGS CHARITABLE
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)35 BROADWAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TAUNTON, MA02780
A Employer identification number

04-3332966
B Telephone number (see instructions)

(508) 828-5420
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$24,881,261J 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) 6,002,855
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 244,134 244,134  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,770,120
b Gross sales price for all assets on line 6a 30,165,439
7 Capital gain net income (from Part IV, line 2)... 6,770,120
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 22,383 0  
12 Total. Add lines 1 through 11........ 13,039,492 7,014,254  
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).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 94,000 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 121,450 121,450   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 215,450 121,450   0
25 Contributions, gifts, grants paid....... 2,302,573 2,302,573
26 Total expenses and disbursements. Add lines 24 and 25 2,518,023 121,450   2,302,573
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 10,521,469
b Net investment income (if negative, enter -0-) 6,892,804
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............. 46,926 17,423 17,423
2 Savings and temporary cash investments......... 728,732 208,038 208,038
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 12,036,857 Click to see attachment15,524,562 15,524,562
c Investments—corporate bonds (attach schedule)....... 2,190,526 Click to see attachment51,887 51,887
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,781,896 Click to see attachment9,079,351 9,079,351
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) 16,784,937 24,881,261 24,881,261
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 25,000 9,500
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)......... 25,000 9,500
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 16,759,937 24,871,761
29 Total net assets or fund balances (see instructions)..... 16,759,937 24,871,761
30 Total liabilities and net assets/fund balances (see instructions). 16,784,937 24,881,261
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
16,759,937
2
Enter amount from Part I, line 27a .....................
2
10,521,469
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
27,281,406
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,409,645
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
24,871,761
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES - ST P    
b PUBLICLY TRADED SECURITIES - LT P    
c PUBLICLY TRADED SECURITIES - LT D    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 16,357,355   15,729,073 628,282
b 7,788,235   5,502,491 2,285,744
c 6,019,849   2,163,755 3,856,094
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       628,282
b       2,285,744
c       3,856,094
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 6,770,120
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 95,810
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 95,810
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 95,810
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 72,325
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 70,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 142,325
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 656
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 45,859
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet45,859 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDENNIS LEAHY Telephone no.bullet (508) 828-5317

    Located atbullet35 BROADWAYTAUNTONMA ZIP+4bullet02780
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 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
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    E DENNIS KELLY JR CHAIRMAN
    1.00     		0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    PATRICK J MURRAY JR PRESIDENT
    1.00     		0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    DENNIS F LEAHY TREASURER
    1.00     		0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    MICHELE L ROBERTS CLERK
    1.00     		0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    JEANNE QUINN TRUSTEE
    1.00     		0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    EDWARD P PARISEAU JR TRUSTEE
    1.00     		0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    LOUIS M RICCIARDI TRUSTEE
    1.00     		0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    FRANK TEIXEIRA TRUSTEE
    1.00     		0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    RUSSEL F MARTORANA TRUSTEE
    1.00     		0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    CHERYL GOUVEIA TRUSTEE
    1.00     		0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    MAUREEN CODY TRUSTEE
    1.00     		0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    CHARLES W CEDERBERG TRUSTEE
    1.00     		0 0 0
    C/O BCSB 35 BROADWAY
    TAUNTON,MA02780
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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
    23,347,678
    b
    Average of monthly cash balances.......................
    1b
    137,277
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    23,484,955
    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
    23,484,955
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    352,274
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    23,132,681
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,156,634
    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
    1,156,634
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    95,810
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    95,810
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,060,824
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,060,824
    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
    1,060,824
    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
    2,302,573
    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
    2,302,573
    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
    2,302,573
    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 1,060,824
    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...... 1,205,826
    b From 2016...... 1,294,974
    c From 2017...... 1,220,722
    d From 2018...... 1,374,490
    e From 2019...... 1,485,340
    fTotal of lines 3a through e........ 6,581,352
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,302,573
    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..... 1,060,824
    e Remaining amount distributed out of corpus 1,241,749
    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 7,823,101
    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) ...     		1,205,826
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		6,617,275
    10 Analysis of line 9:
    a Excess from 2016.... 1,294,974
    b Excess from 2017.... 1,220,722
    c Excess from 2018.... 1,374,490
    d Excess from 2019.... 1,485,340
    e Excess from 2020.... 1,241,749
    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:
    MICHELE ROBERTS CLERK
    29 BROADWAY 2ND FLOOR
    TAUNTON,MA02780
    (508) 828-5393
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS AVAILABLE AT ABOVE ADDRESS
    cAny submission deadlines:
    SEE APPLICATIONS FOR VARIOUS DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ONLY TAX EXEMPT ORGANIZATIONS THAT ARE RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS BEING DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES AND ARE LOCATED IN THE GREATER ATTLEBORO-TAUNTON AREA.
    Form 990-PF (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
    ARGOSY COLLEGIATE CHARTER SCHOOL FOUNDATION
    263 HAMLET ST
    FALL RIVER,MA027243342     		  PC EDUCATION 12,500
    ASSOCIATES FOR HUMAN SERVICES INC
    68 ALLISON AVE
    TAUNTON,MA027806958     		  PC HEALTH/HUMAN SERVICES 30,286
    ATLANTIS EDUCATIONAL FOUNDATION INC
    37 PARK ST
    FALL RIVER,MA027211712     		  PC EDUCATION 10,000
    ATTLEBORO AREA INTERFAITH COLLABORATIVE
    PO BOX 368
    ATTLEBORO,MA02703     		  PC HEALTH/HUMAN SERVICES 20,000
    ATTLEBORO AREA SCHOOL TO CAREER
    42 UNION STREET
    ATTLEBORO,MA02703     		  PC EDUCATION 10,000
    ATTLEBORO HIGH SCHOOL
    100 RATHBUN WILLARD DRIVE
    ATTLEBORO,MA027032710     		  GOV EDUCATION 21,500
    ATTLEBORO MUSEUM INC
    88 PARK STREET
    ATTLEBORO,MA02703     		  PC ARTS & CULTURE 560
    ATTLEBORO ROTARY CHARITIES FOUNDATION INC
    C/O CTO PC 1382 COUNTY STREET
    ATTLEBORO,MA02703     		  PC CIVIC & COMMUNITY 350
    BAY COAST ROWING CENTER INC
    PO BOX 3293
    FALL RIVER,MA027223293     		  PC YOUTH ORGANIZATIONS 4,000
    BIG BROTHERS BIG SISTERS OF RHODE ISLAND INC
    1540 PONTIAC AVE
    CRANSTON,RI02920     		  PC YOUTH ORGANIZATIONS 5,000
    BISHOP CONNOLLY HIGH SCHOOL
    373 ELSBREE ST
    FALL RIVER,MA02720     		  PC EDUCATION 500
    BISHOP FEEHAN HIGH SCHOOL
    70 HOLCOTT DRIVE
    ATTLEBORO,MA02703     		  PC EDUCATION 18,167
    BLACKSTONE ACADEMY
    334 PLEASANT STREET
    PAWTUCKET,RI02860     		  PC EDUCATION 1,000
    BLACKSTONE VALLEY TOURISM COUNCIL INC
    175 MAIN STREET
    PAWTUCKET,RI028604132     		  PC ARTS & CULTURE 5,000
    BOOKS ARE WINGS
    1005 MAIN ST UNIT 711B
    PAWTUCKET,RI028607803     		  PC EDUCATION 6,000
    BOSTON COLLEGE TRUSTEES
    140 COMMONWEALTH AVE
    CHESTNUT HILL,MA024670000     		  PC EDUCATION 10,000
    BOY SCOUTS OF AMERICA
    PO BOX 14777
    EAST PROVIDENCE,RI02914     		  PC YOUTH ORGANIZATIONS 30,000
    BOYS & GIRLS CLUB OF NEW BEDFORD
    166 JENNEY STREET
    NEW BEDFORD,MA02740     		  PC YOUTH ORGANIZATIONS 2,250
    BOYS & GIRLS CLUB OF PAWTUCKET
    1 MOELLER PL
    PAWTUCKET,RI028605775     		  PC YOUTH ORGANIZATIONS 15,000
    BOYS & GIRLS CLUBS OF NORTHERN RHODE ISLAND
    1 JAMES MCKEE WAY
    CUMBERLAND,RI028645342     		  PC YOUTH ORGANIZATIONS 7,500
    BOYS AND GIRLS CLUBS OF METRO SOUTH INC
    19 COURT ST 2ND FL
    TAUNTON,MA027803248     		  PC YOUTH ORGANIZATIONS 28,740
    BOYS AND GIRLS CLUBS OF WARWICK
    42 FREDERICK ST
    WARWICK,RI02888     		  PC YOUTH ORGANIZATIONS 150
    BRISTOL COMMUNITY COLLEGE FOUNDATION
    777 ELSBREE STREET
    FALL RIVER,MA02720     		  PC EDUCATION 5,360
    BRISTOL COUNTY AGRICULTURAL HIGH SCHOOL
    135 CENTER STREET
    DIGHTON,MA02715     		  GOV EDUCATION 1,500
    BRISTOL-PLYMOUTH REGIONAL TECHNICAL HIGH SCHOOL
    207 HART STREET
    TAUNTON,MA02780     		  GOV EDUCATION 1,500
    BUTTONWOOD PARK ZOOLOGICAL SOCIETY INC
    425 HAWTHORN ST
    NEW BEDFORD,MA02740     		  PC EDUCATION 19,064
    BUZZARDS BAY COALITION INC
    114 FRONT ST
    NEW BEDFORD,MA027407264     		  PC EDUCATION 1,520
    CAMP ELLIE MAE
    747 WOOD ST
    SWANSEA,MA027773520     		  PC YOUTH ORGANIZATIONS 2,500
    CAMP RUGGLES INC
    PO BOX 353
    CHEPACHET,RI028140353     		  PC YOUTH ORGANIZATIONS 3,000
    CATHOLIC CHARITIES
    450 HIGHLAND AVE
    FALL RIVER,MA02720     		  PC HEALTH/HUMAN SERVICES 1,000
    CATHOLIC FOUNDATION OF SOUTHEASTERN MASSACHUSETTS INC
    450 HIGHLAND AVENUE
    FALL RIVER,MA02720     		  PC HEALTH/HUMAN SERVICES 10,000
    CHARLES SHEA HIGH SCHOOL
    485 EAST AVENUE
    PAWTUCKET,RI02860     		  GOV EDUCATION 1,000
    CHILDREN'S FRIEND & SERVICE
    153 SUMMER STREET
    PROVIDENCE,RI02903     		  PC HEALTH/HUMAN SERVICES 7,500
    CHILDRENS WORKSHOP FOUNDATION
    45 INDUSTRIAL ROAD SUITE 100
    CUMBERLAND,RI02864     		  PC EDUCATION 6,450
    CHRIST COMMUNITY CHURCH INC
    41 STEVENS ST
    EAST TAUNTON,MA02718     		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000
    CITY OF ATTLEBORO - FIRE DEPARTMENT
    100 UNION STREET
    ATTLEBORO,MA02703     		  GOV FIRE DEPARTMENT - PUBLIC SAFETY 25,000
    CITY OF FALL RIVER
    140 COMMERCE DRIVE
    FALL RIVER,MA02720     		  GOV FIRE DEPARTMENT - PUBLIC SAFETY 25,000
    CITY OF NEW BEDFORD
    868 PLEASANT ST
    NEW BEDFORD,MA02740     		  GOV FIRE DEPARTMENT - PUBLIC SAFETY 25,000
    CITY OF PAWTUCKET
    137 ROOSEVELT AVENUE
    PAWTUCKET,RI02860     		  GOV FIRE DEPARTMENT - PUBLIC SAFETY 25,000
    CITY OF TAUNTON
    50 SCHOOL STREET
    TAUNTON,MA02780     		  GOV FIRE DEPARTMENT - PUBLIC SAFETY 25,000
    COACHING FOR CHANGE INC
    427 WINTHROP STREET UNIT A
    TAUNTON,MA02780     		  PC EDUCATION 40,000
    COASTAL FOODSHED INC
    466 BROCK AVE
    NEW BEDFORD,MA02744     		  PC HEALTH/HUMAN SERVICES 5,060
    COLLEGE CRUSADE OF RHODE ISLAND
    134 THURBERS AVE
    PROVIDENCE,RI029054754     		  PC EDUCATION 5,000
    COMMUNITY FOUNDATION OF SOUTHEASTERN MASSACHUSETTS INC
    128 UNION STREET SUITE 403
    NEW BEDFORD,MA02740     		  PC CIVIC & COMMUNITY 58,920
    COMMUNITY VISITING NURSE AGENCY INC
    10 EMORY STREET
    ATTLEBORO,MA027033089     		  PC HEALTH/HUMAN SERVICES 8,000
    CORYS CAUSE INCORPORATED
    35 MELLOS FARM RD
    TAUNTON,MA027805098     		  PC EDUCATION 10,000
    CROSSROADS RHODE ISLAND
    160 BROAD STREET
    PROVIDENCE,RI02903     		  PC HEALTH/HUMAN SERVICES 7,500
    CUMBERLAND FIRE DISTRICT
    3502 MENDON RD
    CUMBERLAND,RI02864     		  GOV PUBLIC SAFETY 25,000
    CUMBERLAND SCHOOL VOLUNTEERS INC
    2602 MENDON RD
    CUMBERLAND,RI028643726     		  PC EDUCATION 1,500
    DARTMOUTH FIRE DISTRICT NO 3
    140 CROSS RD
    DARTMOUTH,MA02747     		  GOV FIRE DEPARTMENT - PUBLIC SAFETY 25,000
    DAY ONE
    100 MEDWAY STREET
    PROVIDENCE,RI02906     		  PC CIVIC & COMMUNITY 600
    DOLL E DAZE PROJECT AND MUSEUM INC
    12 COUNTY ST
    MANSFIELD,MA020481420     		  PC ARTS & CULTURE 1,000
    DOWNTOWN ASSOCIATES OF NORTH ATTLEBOROUGH INC
    PO BOX 407
    N ATTLEBORO,MA027610407     		  PC CIVIC & COMMUNITY 2,500
    DOWNTOWN TAUNTON FOUNDATION INC
    8 TRESCOTT STREET
    TAUNTON,MA02780     		  PC ARTS & CULTURE 40,000
    EMPOWERMENT FACTORY
    999 MAIN ST UNIT 707
    PAWTUCKET,RI028607816     		  PC EDUCATION 12,500
    ENTREPRENEURSHIP FOR ALL INC
    175 CABOT ST STE 100
    LOWELL,MA018543635     		  PC ECONOMIC DEVELOPMENT 5,000
    FAIRHAVEN HIGH SCHOOL ALUMNI ASSOCIATION INC
    PO BOX 6
    FAIRHAVEN,MA027190006     		  PC EDUCATION 3,000
    FATHER FLANAGANS BOYS HOME
    294 WEST EXCHANGE ST
    PROVIDENCE,RI02903     		  PC HEALTH/HUMAN SERVICES 3,750
    FOREVER PAWS ANIMAL SHELTER
    300 LYNWOOD ST
    FALL RIVER,MA02721     		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250
    FOUNDATION TO ADVANCE CATHOLIC EDUCATION INC
    450 HIGHLAND AVE
    FALL RIVER,MA027203701     		  PC EDUCATION 11,200
    FRIENDS OF ST JOHN THE EVANGELIST SCHOOL INC
    13 HODGES STREET
    ATTLEBORO,MA02703     		  PC EDUCATION 2,200
    FRIENDS OF THE ATTLEBORO PUBLIC LIBRARY
    74 NORTH MAIN STREET
    ATTLEBORO,MA02703     		  PC ARTS & CULTURE 2,500
    GIFTS TO GIVE
    1 TITLEIST DRIVE
    ACUSHNET,MA02743     		  PC CIVIC & COMMUNITY 10,000
    GIRLS INCORPORATED OF TAUNTON
    131 ARLINGTON ST
    TAUNTON,MA027802630     		  PC YOUTH ORGANIZATIONS 8,260
    GIRLS ON THE RUN RHODE ISLAND
    PO BOX 72787
    PROVIDENCE,RI02907     		  PC YOUTH ORGANIZATIONS 2,500
    GLOBAL LEARNING CHARTER PUBLIC SCHOOL FOUNDATION INC
    190 ASHLEY BLVD
    NEW BEDFORD,MA027461752     		  GOV EDUCATION 25,000
    GLORIA GEMMA BREAST CANCER RESOURCE FOUNDATION
    249 ROOSEVELT AVE UNIT 201
    PAWTUCKET RI,RI028602134     		  PC HEALTH/HUMAN SERVICES 5,000
    GREATER FALL RIVER RE-CREATION COMMITTEE INC
    45 ROCK STREET
    FALL RIVER,MA027203113     		  PC ARTS & CULTURE 9,500
    HABITAT FOR HUMANITY INTERNATIONAL INC
    9 WASHINGTON STREET
    ATTLEBORO,MA027035568     		  PC HOUSING 5,000
    HEALTHFIRST FAMILY CARE CENTER INC
    387 QUARRY ST STE 100
    FALL RIVER,MA027231026     		  PC HEALTH/HUMAN SERVICES 5,000
    HOCKOMOCK YOUNG MENS CHRISTIAN ASSOCIATION INC
    300 ELMWOOD ST
    N ATTLEBORO,MA027601304     		  PC HEALTH/HUMAN SERVICES 52,060
    HOLY NAME SCHOOL
    850 PEARCE STEET
    FALL RIVER,MA02720     		  GOV EDUCATION 7,500
    HOPEHEALTH HOSPICE & PALLIATIVE CARE
    1085 N MAIN ST
    PROVIDENCE,RI029045719     		  PC HEALTH/HUMAN SERVICES 7,500
    HORIZONS FOR HOMELESS CHILDREN INC
    1705 COLUMBUS AVE
    ROXBURY,MA021191039     		  PC HEALTH/HUMAN SERVICES 2,500
    HOUSE OF POSSIBILITIES INC
    350 WASHINGTON ST
    NORTH EASTON,MA023561202     		  PC HEALTH/HUMAN SERVICES 943
    JACQUELINE WALSH SCHOOL FOR THE ARTS
    350 DIVISION STREET
    PAWTUCKET,RI02860     		  GOV EDUCATION 1,000
    JEANNE JUGAN RESIDENCE OF THE LITTLE SISTERS OF THE POOR INC
    964 MAIN ST
    PAWTUCKET,RI02860     		  PC HEALTH/HUMAN SERVICES 6,000
    JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS
    128 UNION ST SUITE 304
    NEW BEDFORD,MA027406386     		  PC EDUCATION 20,000
    JUSTICE RESOURCE INSTITUTE INC
    160 GOULD ST STE 300
    NEEDHAM,MA024942300     		  PC HEALTH/HUMAN SERVICES 50,000
    KEEP NORTH ATTLEBOROUGH BEAUTIFUL INC
    500 E WASHINGTON ST UNIT 62
    N ATTLEBORO,MA027606324     		  PC CIVIC & COMMUNITY 2,500
    KENNEDY-DONOVAN CENTER INC
    1 COMMERCIAL ST
    FOXBORO,MA020352530     		  PC EDUCATION 20,772
    KYLECARES INC
    4 EAST SPRING STREET
    NORTH ATTLEBORO,MA02760     		  PC HEALTH/HUMAN SERVICES 5,000
    LA PROVIDENCE 9
    PO BOX 5895
    PROVIDENCE,RI02903     		  PC CIVIC & COMMUNITY 5,800
    LEARNING COMMUNITY CHARTER SCHOOL INC
    21 LINCOLN AVE
    CENTRAL FALLS,RI028632012     		  PC EDUCATION 4,000
    LITERACY CENTER INC
    80 N MAIN ST
    ATTLEBORO,MA027032218     		  PC EDUCATION 7,500
    LLOYD CENTER FOR THE ENVIRONMENT INC
    430 POTOMSKA RD
    S DARTMOUTH,MA027481326     		  PC EDUCATION 5,000
    LOCAL INITIATIVES SUPPORT CORPORATION
    146 CLIFFORD ST
    PROVIDENCE,RI02903     		  PC HOUSING 10,000
    M O L I F E INC
    43 DANIEL ST
    FAIRHAVEN,MA027194501     		  PC HEALTH/HUMAN SERVICES 600
    MARION INSTITUTE
    202 SPRING ST
    MARION,MA02738     		  PC EDUCATION 5,000
    MASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION INC
    FLOOR 8 - ONE WASHINGTON MALL
    BOSTON,MA021082618     		  PF CIVIC & COMMUNITY 3,000
    MASSACHUSETTS BUSINESS ALLIANCE FOR EDUCATION INC
    10 POST OFFICE SQUARE SUITE 800
    SOUTH
    BOSTON,MA021094603     		  PC EDUCATION 10,000
    MASSACHUSETTS DESIGN ART & TECHNOLOGY INSTITUTE INC
    336 ACUSHNET AVE STE C
    NEW BEDFORD,MA027406393     		  PC ARTS & CULTURE 10,000
    MASSACHUSETTS SMALL BUSINESS DEVELOPMENT CENTER
    23 TILLSON FARM ROAD
    AMHERST,MA01003     		  GOV ECONOMIC DEVELOPMENT 3,300
    MASSASOIT COMMUNITY COLLEGE FOUNDATION INC
    ONE MASSASOIT BLVD
    BROCKTON,MA023023900     		  PC EDUCATION 20,000
    MEETING STREET MASSACHUSETTS INC
    1 POSA PL
    DARTMOUTH,MA027472511     		  PC EDUCATION 28,250
    MERCY MEALS AND MORE
    PO BOX 40515
    NEW BEDFORD,MA027440005     		  PC HEALTH/HUMAN SERVICES 3,000
    MT ST CHARLES ACADEMY INC
    800 LOGEE ST
    WOONSOCKET,RI028955508     		  PC EDUCATION 2,500
    NATHANS ANGELS MEMORIAL FOUNDATION
    PO BOX 7584
    CUMBERLAND,RI02864     		  PC CIVIC & COMMUNITY 2,500
    NATIVITY PREPARATORY SCHOOL NEW BEDFORD INC
    66 SPRING STREET
    NEW BEDFORD,MA027405957     		  PC EDUCATION 12,500
    NEW BEDFORD CHAMBER FOUNDATION INC
    794 PURCHASE STREET
    NEW BEDFORD,MA02740     		  PC ECONOMIC DEVELOPMENT 20,000
    NEW BEDFORD ECONOMIC DEVELOPMENT
    QUEST CENTER 1213 PURCHASE STREET
    NEW BEDFORD,MA02740     		  PC ECONOMIC DEVELOPMENT 75,000
    NEW BEDFORD EDUCATORS ASSOCIATION
    160 WILLIAM ST
    NEW BEDFORD,MA02740     		  GOV EDUCATION 2,500
    NEW BEDFORD FESTIVAL THEATRE
    684 PURCHASE STREET
    NEW BEDFORD,MA02740     		  PC ARTS & CULTURE 7,200
    NEW BEDFORD FISHING HERITAGE CENTER INC
    38 BETHEL STREET
    NEW BEDFORD,MA027406280     		  PC ARTS & CULTURE 5,800
    NEW BEDFORD HISTORICAL SOCIETY
    21 SEVENTH STREET
    NEW BEDFORD,MA02740     		  PC ARTS & CULTURE 10,000
    NEW BEDFORD MUSEUM AND ART CENTER INC
    608 PLEASANT ST
    NEW BEDFORD,MA027406204     		  PC ARTS & CULTURE 6,000
    NEW BEDFORD PUBLIC SCHOOLS
    455 COUNTY STREET
    NEW BEDFORD,MA02740     		  GOV EDUCATION 25,000
    NEW BEDFORD SYMPHONY ORCHESTRA ASSOCIATION INC
    128 UNION STREET SUITE 204
    NEW BEDFORD,MA02740     		  PC ARTS & CULTURE 9,200
    NEW HOPE INC
    247 MAPLE ST
    ATTLEBORO,MA027034243     		  PC HEALTH/HUMAN SERVICES 23,000
    NORTH ATTLEBORO HIGH SCHOOL
    570 LANDRY AVE
    NORTH ATTLEBORO,MA02760     		  GOV EDUCATION 4,500
    NORTH ATTLEBOROUGH MIDDLE SCHOOL
    564 LANDRY AVENUE
    NORTH ATTLEBOROUGH,MA02760     		  GOV EDUCATION 17,000
    NORTHSTAR LEARNING CENTERS INC
    53 LINDEN STREET
    NEW BEDFORD,MA02740     		  PC EDUCATION 25,000
    NORTON PUBLIC SCHOOLS
    64 W MAIN STREET
    NORTON,MA02766     		  GOV EDUCATION 2,500
    OLD COLONY HISTORICAL SOCIETY
    66 CHURCH GRN
    TAUNTON,MA027803445     		  PC EDUCATION 6,000
    OLD COLONY YOUNG MENS CHRISTIAN ASSOCIATION INC
    320 MAIN STREET
    BROCKTON,MA023015340     		  PC HEALTH/HUMAN SERVICES 28,900
    OLD DARTMOUTH HISTORICAL SOCIETY
    18 JOHNNY CAKE HL
    NEW BEDFORD,MA027406317     		  PC ARTS & CULTURE 19,000
    OUR DAILY BREAD SOUP KITCHEN FOUNDATION
    PO BOX 149
    TAUNTON,MA027800149     		  PC HEALTH/HUMAN SERVICES 750
    OUR LADY OF LOURDES PARISH
    52 FIRST STREET
    TAUNTON,MA02780     		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 860
    OUR SISTERS SCHOOL INC
    145 BROWNELL AVE
    NEW BEDFORD,MA027401654     		  PC EDUCATION 12,500
    PAN MASSACHUSETTS CHALLENGE TRUST
    77 4TH AVE
    NEEDHAM,MA02494     		  PC HEALTH/HUMAN SERVICES 300
    PAWTUCKET CENTRAL FALLS DEVELOPMENT CORPORATION
    204 BROAD ST BOX 6
    PAWTUCKET,RI028602089     		  PC HOUSING 10,000
    PREPARATORY REHABILITATION FOR INDIVIDUAL DEVELOPMENT & EMPLOYMEN
    3 MAPLE ST
    TAUNTON,MA027803012     		  PC HEALTH/HUMAN SERVICES 7,500
    PRINCE HENRY SOCIETY OF MASSACHUSETTS INC
    PO BOX 6726
    NEW BEDFORD,MA027426726     		  PC EDUCATION 3,800
    PRINCE HENRY SOCIETY SCHOLARSHIP FOUNDATION OF NEW BEDFORD INC
    522 HAWTHORN ST
    N DARTMOUTH,MA027473716     		  PC EDUCATION 1,000
    RAISING MULTICULTURAL KIDS
    14 GALAHAD WAY
    NORTH EASTON,MA023562640     		  PC YOUTH ORGANIZATIONS 3,231
    REACH OUT AND READ RHODE ISLAND
    1 RICHMOND SQ STE 222W
    PROVIDENCE,RI029065136     		  PC EDUCATION 4,000
    RHODE ISLAND BUSINESS PLAN COMPETITION
    40 WESTMINSTER STREET
    PROVIDENCE,RI029032525     		  PC ECONOMIC DEVELOPMENT 2,500
    RHODE ISLAND COMMUNITY FOOD BANK ASSOCIATION
    200 NIANTIC AVE
    PROVIDENCE,RI029073150     		  PC HEALTH/HUMAN SERVICES 10,000
    RHODE ISLAND HOSPITAL
    593 EDDY STREET
    PROVIDENCE,RI02903     		  PC HEALTH/HUMAN SERVICES 5,000
    RHODE ISLAND MAYORAL ACADEMY
    7 FATIMA DR
    CUMBERLAND,RI028648226     		  PC EDUCATION 1,000
    RHODE ISLAND PHILHARMONIC ORCHESTRA & MUSIC SCHOOL
    667 WATERMAN AVE
    E PROVIDENCE,RI029141712     		  PC EDUCATION 7,500
    ROMAN CATHOLIC BISHOP FALL RIVER ST VINCENTS HOME CORP
    2425 HIGHLAND AVE
    FALL RIVER,MA02720     		  PC HEALTH/HUMAN SERVICES 15,000
    ROTARY INTERNATIONAL DONOR ADVISED FUND
    PO BOX 344
    TAUNTON,MA02780     		  PC CIVIC & COMMUNITY 24,440
    S E A L FOUNDATION INC
    71 MAIN ST STE 8
    LAKEVILLE,MA023471677     		  PC EDUCATION 10,000
    SCHOLARSHIP AMERICA INC
    PO BOX 696
    REHOBOTH,MA027690696     		  PC EDUCATION 1,500
    SCHOLARSHIP AMERICA INC
    414 CENTER ST
    BRIDGEWATER,MA023240000     		  PC EDUCATION 1,500
    SCHOOL ON WHEELS OF MASSACHUSETTS INC
    100 LAUREL ST STE 121
    E BRIDGEWTR,MA023331847     		  PC EDUCATION 4,900
    SEVEN HILLS FOUNDATION INC
    81 HOPE AVE
    WORCESTER,MA016032299     		  PC HEALTH/HUMAN SERVICES 5,000
    SOC OF ST VINCENT DEPAUL TAUNTON DISTRICT INC
    282 SOMERSET AVE
    TAUNTON,MA02780     		  PC HEALTH/HUMAN SERVICES 3,000
    SOCIETY OF ST VINCENT DE PAUL DISTRICT COUNCIL OF ATTLEBORO
    6 TANYA DR
    MANSFIELD,MA020481640     		  PC HEALTH/HUMAN SERVICES 22,000
    SOJOURNER HOUSE INC
    386 SMITH ST
    PROVIDENCE,RI029083727     		  PC HOUSING 4,000
    SOUTHCOAST HOSPITALS GROUP INC
    101 PAGE ST
    NEW BEDFORD,MA027403464     		  PC HEALTH/HUMAN SERVICES 23,300
    ST CECILIA-PAWTUCKET
    755 CENTRAL AVENUE
    PAWTUCKET,RI028612148     		  PC EDUCATION 5,000
    ST RAPHAEL ACADEMY
    123 WALCOTT ST
    PAWTUCKET,RI028603222     		  PC EDUCATION 2,000
    STAR KIDS SCHOLARSHIP PROGRAM
    PO BOX 50494
    NEW BEDFORD,MA027450017     		  PC EDUCATION 10,000
    STEPPINGSTONE INC
    111 DURFEE ST
    FALL RIVER,MA027202126     		  PC HOUSING 5,250
    STONEHILL COLLEGE
    320 WASHINGTON STREET
    EASTON,MA023576242     		  PC EDUCATION 800
    STURDY MEMORIAL FOUNDATION
    211 PARK STREET PO BOX 2963
    ATTLEBORO,MA02703     		  PC HEALTH/HUMAN SERVICES 1,660
    TAUNTON EMERGENCY TASK FORCE INC
    30 OLNEY ST
    TAUNTON,MA027804141     		  PC CIVIC & COMMUNITY 10,000
    TAUNTON HIGH SCHOOL FACULTY AND COMMUNITY SCHOLARSHIP FUND INC
    50 WILLIAMS ST
    TAUNTON,MA027805411     		  PC EDUCATION 2,000
    TAUNTON PUBLIC SCHOOLS
    215 HARRIS STREET
    TAUNTON,MA02780     		  GOV EDUCATION 50,000
    TEAM NOAH FOUNDATION INC
    1031 PHILLIPS RD
    NEW BEDFORD,MA027451701     		  PC HEALTH/HUMAN SERVICES 1,292
    THE ARC OF BRISTOL COUNTY INC
    141 PARK ST
    ATTLEBORO,MA027033020     		  PC HEALTH/HUMAN SERVICES 32,328
    THE CAPITAL GOOD FUND
    333 SMITH STREET
    PROVIDENCE,RI02908     		  PC ECONOMIC DEVELOPMENT 7,500
    THE NEMASKET GROUP INC
    109 FAIRHAVEN RD
    MATTAPOISETT,MA027391459     		  PC HEALTH/HUMAN SERVICES 3,000
    THE PAWTUCKET FOUNDATION
    200 MAIN STREET
    PAWTUCKET,RI028604131     		  PC ECONOMIC DEVELOPMENT 15,500
    THE SALVATION ARMY
    440 W NYACK RD
    WEST NYACK,NY109941753     		  PC HEALTH/HUMAN SERVICES 10,000
    THE WHITNEY ACADEMY
    85 DR BRALEY RD
    EAST FREETOWN,MA02717     		  PC EDUCATION 16,800
    THOMAS CHEW MEMORIAL BOYS CLUB INC
    803 BEDFORD ST
    FALL RIVER,MA027231203     		  PC YOUTH ORGANIZATIONS 16,250
    TOWN OF FRANKLIN
    355 EAST CENTRAL STREET
    FRANKLIN,MA02038     		  GOV FIRE DEPARTMENT - PUBLIC SAFETY 25,000
    TOWN OF FREETOWN
    3 NORTH MAIN STREET
    ASSONET,MA02702     		  GOV FIRE DEPARTMENT - PUBLIC SAFETY 25,000
    TOWN OF NORTH ATTLEBOROUGH
    50 ELM STREET
    NORTH ATTLEBORO,MA02760     		  GOV FIRE DEPARTMENT - PUBLIC SAFETY 25,000
    TOWN OF RAYNHAM
    37 ORCHARD STREET
    RAYNHAM,MA02767     		  GOV FIRE DEPARTMENT - PUBLIC SAFETY 25,000
    TOWN OF REHOBOTH
    148 PECK ST
    REHOBOTH,MA02769     		  GOV FIRE DEPARTMENT - PUBLIC SAFETY 25,000
    TOWN OF SMITHFIELD
    64 FARNUM PIKE
    SMITHFIELD,RI02917     		  GOV FIRE DEPARTMENT - PUBLIC SAFETY 25,000
    TRIUMPH INC
    62 INDEPENDENCE DR
    TAUNTON,MA027807363     		  PC EDUCATION 20,000
    TRUE DIVERSITY INC
    140R FREMONT ST
    TAUNTON,MA027801215     		  PC EDUCATION 10,000
    UASPIRE INC
    31 MILK STREET SUITE 900
    BOSTON,MA021095104     		  PC EDUCATION 3,500
    UMASS DARTMOUTH FOUNDATION INC
    285 OLD WESTPORT RD
    NORTH DARTMOUTH,MA02747     		  PC EDUCATION 128,000
    UNITED WAY OF GREATER FALL RIVER INC
    30 BEDFORD ST
    FALL RIVER,MA027203002     		  PC HEALTH/HUMAN SERVICES 10,750
    UNITED WAY OF GREATER NEW BEDFORD
    128 UNION STREET SUITE 105
    NEW BEDFORD,MA02740     		  PC HEALTH/HUMAN SERVICES 20,500
    UNITED WAY OF MASSACHUSETTS BAY INC
    PO BOX 520
    BEVERLY,MA019150420     		  PC HEALTH/HUMAN SERVICES 85,000
    USS MASSACHUSETTS MEMORIAL COMM INC
    5 WATER ST
    FALL RIVER,MA027211540     		  PC ARTS & CULTURE 15,000
    WATERFRONT HISTORIC AREA LEAGUE OF NEW BEDFORD INC
    15 JOHNNY CAKE HILL
    NEW BEDFORD,MA02740     		  PC ECONOMIC DEVELOPMENT 10,000
    WILLIAM E TOLMAN HIGH SCHOOL
    150 EXCHANGE STREET
    PAWTUCKET,RI02860     		  GOV EDUCATION 1,000
    WOMEN'S FUND SOUTHCOAST INC
    65 WILLIAM ST
    NEW BEDFORD,MA02740     		  PC ECONOMIC DEVELOPMENT 25,000
    YEAH CORPS
    402 WEETAMOE ST
    FALL RIVER,MA027205610     		  PC YOUTH ORGANIZATIONS 7,500
    YMCA SOUTHCOAST INC
    199 NORTH MAIN STREET
    FALL RIVER,MA02720     		  PC HEALTH/HUMAN SERVICES 750
    YOUNG MENS CHRISTIAN ASSOCIATION OF ATTLEBORO
    63 N MAIN ST
    ATTLEBORO,MA027032219     		  PC HEALTH/HUMAN SERVICES 25,000
    YOUNG MENS CHRISTIAN ASSOCIATION OF PAWT RI
    8 SUMMER ST
    PAWTUCKET,RI02860     		  PC HEALTH/HUMAN SERVICES 7,650
    YOUR THEATRE INC
    136 RIVET STREET
    NEW BEDFORD,MA02744     		  PC ARTS & CULTURE 3,000
    YWCA OF SOUTHEASTERN MASSACHUETTS
    20 S 6TH ST
    NEW BEDFORD,MA027405912     		  PC HOUSING 6,000
    ZEITERION THEATRE INC
    684 PURCHASE STREET
    NEW BEDFORD,MA02740     		  PC ARTS & CULTURE 25,000
    Total .................................bullet 3a 2,302,573
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 244,134  
    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 6,770,120  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aCITC TAX CREDIT     		900099     22,383  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 7,036,637 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    7,036,637
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1 TAX CREDITS RELATED TO GRANTS
    Form 990-PF (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
    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
    BRISTOL COUNTY SAVINGS CHARITABLE
    FOUNDATION INC
    Employer identification number

    04-3332966
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    BRISTOL COUNTY SAVINGS CHARITABLE
    FOUNDATION INC         		Employer identification number
    04-3332966
    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
    BRISTOL COUNTY SAVINGS BANK
     
    35 BROADWAY
     
    TAUNTON, MA02780

    		$ 1,082,424


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    BRISTOL COUNTY SAVINGS BANK
     
    35 BROADWAY
     
    TAUNTON, MA02780

    		$ 795,240


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    BRISTOL COUNTY SAVINGS BANK
     
    35 BROADWAY
     
    TAUNTON, MA02780

    		$ 1,167,485


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    BRISTOL COUNTY SAVINGS BANK
     
    35 BROADWAY
     
    TAUNTON, MA02780

    		$ 1,024,929


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    BRISTOL COUNTY SAVINGS BANK
     
    35 BROADWAY
     
    TAUNTON, MA02780

    		$ 1,042,556


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    BRISTOL COUNTY SAVINGS BANK
     
    35 BROADWAY
     
    TAUNTON, MA02780

    		$ 890,221


    (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
    BRISTOL COUNTY SAVINGS CHARITABLE
    FOUNDATION INC         		Employer identification number

    04-3332966
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 10200 SHARES OF ABBOT LABS $ 1,082,424 2020-12-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 3000 SHARES OF HOME DEPOT $ 795,240 2020-12-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 5500 SHARES OF MICROSOFT CORP $ 1,167,485 2020-12-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 5920 SHARES OF TARGET CORP $ 1,024,929 2020-12-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    5
    		 6380 SHARES OF TEXAS INSTRUMENTS INC $ 1,042,556 2020-12-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    6
    		 4340 SHARES OF UNION PAC CORP $ 890,221 2020-12-09
    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
    BRISTOL COUNTY SAVINGS CHARITABLE
    FOUNDATION INC         		Employer identification number

    04-3332966
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

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

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE
     
    FOUNDATION INC
    EIN:
    04-3332966
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    MASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION
          		FLOOR 8 - ONE WASHINGTON MALL
    BOSTON,MA021083906     		2021-08-24 3,000 GENERAL SUPPORT AND GIFT GIVING. 3,000 GRANTEE DIDN'T DIVERT ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT   2021-10-15 MASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION HAS NOT SELECTED A RECIPIENT FOR GIFTED FUNDS; HOWEVER, THE ORGANIZATION'S REPORT OF 10/15/21 INDICATED THEY WILL NOTIFY BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION ONCE A PUBLIC CHARITY RECIPIENT HAS BEEN SELECTED.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE
     
    FOUNDATION INC
    EIN:
    04-3332966
    Name of Bond End of Year Book Value End of Year Fair Market Value
    WESTPAC BANKING CORPORATION 51,887 51,887

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE
     
    FOUNDATION INC
    EIN:
    04-3332966
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 582,712 582,712
    ADOBE SYSTEMS INC 503,379 503,379
    AIR PRODUCTS & CHEMICALS INC 358,878 358,878
    ALPHABET INC 768,041 768,041
    AMETEK INCORPORATED NEW 465,254 465,254
    AUTODESK INC 502,777 502,777
    BLACKROCK INC 790,161 790,161
    DANAHER CORPATION 544,226 544,226
    DISNEY WALT COMPANY COM DISNEY (DIS) 466,464 466,464
    HOME DEPOT 592,350 592,350
    HONEYWELL INTERNATIONAL INC 444,562 444,562
    KEYSIGHT TECHNOLOGIES INC 484,974 484,974
    LINDE PLC SHS 331,446 331,446
    MICROSOFT CORPORATION (MSFT) 607,231 607,231
    NETFLIX INC 528,777 528,777
    NIKE INC 587,249 587,249
    PAYPAL HOLDINGS 631,482 631,482
    PERKINELMER INC 450,893 450,893
    PTC INC 473,869 473,869
    ROCKWELL AUTOMATION INC 471,209 471,209
    ROPER TECHNOLOGIES INCORPORATED (ROP) 475,101 475,101
    SALESFORCE COM INCORPORATED (CRM) 484,299 484,299
    SERVICENOW INCORPORATED (NOW) 482,850 482,850
    TEXAS INSTRS INCORPORATED (TXN) 423,851 423,851
    THERMO FISHER SCIENTIFIC INCORPORATED (TMO) 479,170 479,170
    TJX COMPANIES INCORPORATED NEW (TJX) 524,051 524,051
    TARGET CORP 599,541 599,541
    TRIMBLE INC 462,886 462,886
    UNITED PARCEL SERVICE INCORPORATED CLASS B (UPS) 521,934 521,934
    ZOETIS INC 484,945 484,945

    TY 2020 InvestmentsOtherSchedule2
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE
     
    FOUNDATION INC
    EIN:
    04-3332966
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ISHARES TR FMV 1,168,941 1,168,941
    ISHARES TR CORE FMV 527,917 527,917
    ISHARES TR CORE TOTAL FMV 879,242 879,242
    ISHARES TR CORE MSCI FMV 906,508 906,508
    INVESCO WATER RESOURCES FMV 458,832 458,832
    INVESCO S&P 500 EQUAL FMV 1,091,307 1,091,307
    SPDR PORTFOLIO ST FMV 2,075,878 2,075,878
    VANGUARD ST CORP FMV 1,168,228 1,168,228
    PROLOGIS INCORPORATED REIT (PLD) FMV 802,498 802,498

    TY 2020 OtherDecreasesSchedule
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE
     
    FOUNDATION INC
    EIN:
    04-3332966
    Description Amount
    UNREALIZED FAS 115 GAIN 2,409,645


    TY 2020 OtherExpensesSchedule
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE
     
    FOUNDATION INC
    EIN:
    04-3332966
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE 293 293   0
    INVESTMENT FEES 121,142 121,142   0
    REPORT FEES 15 15   0


    TY 2020 OtherIncomeSchedule2
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE
     
    FOUNDATION INC
    EIN:
    04-3332966
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CITC TAX CREDIT 22,383   22,383


    TY 2020 TaxesSchedule
    Name:
    BRISTOL COUNTY SAVINGS CHARITABLE
     
    FOUNDATION INC
    EIN:
    04-3332966
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 94,000 0   0