Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
SALEM FIVE CHARITABLE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)210 ESSEX STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SALEM, MA01970
A Employer identification number

04-3342405
B Telephone number (see instructions)

(978) 745-5555
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$19,076,329J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,701,256
2 Check right arrow.............
3 Interest on savings and temporary cash investments 24,753 24,753  
4 Dividends and interest from securities... 264,817 260,582  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 926,928
b Gross sales price for all assets on line 6a 5,067,211
7 Capital gain net income (from Part IV, line 2)... 1,674,042
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 3,917,754 1,959,377  
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
List of Attached Documents:
// Content
2,000 0   2,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
71,407 71,407   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
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
List of Attached Documents:
// Content
70 0   70
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 73,477 71,407   2,070
25 Contributions, gifts, grants paid....... 580,223 580,223
26 Total expenses and disbursements. Add lines 24 and 25 653,700 71,407   582,293
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,264,054
b Net investment income (if negative, enter -0-) 1,887,970
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 33,156 130,862 130,862
2 Savings and temporary cash investments......... 562,798 505,719 505,719
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 11,008,525 Click to see attachment
List of Attached Documents:
// Content
14,311,003 		18,402,753
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
116,046 		Click to see attachment
List of Attached Documents:
// Content
36,995 		Click to see attachment
List of Attached Documents:
// Content
36,995
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,720,525 14,984,579 19,076,329
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 11,720,525 14,984,579
29 Total net assets or fund balances (see instructions)..... 11,720,525 14,984,579
30 Total liabilities and net assets/fund balances (see instructions). 11,720,525 14,984,579
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
11,720,525
2
Enter amount from Part I, line 27a .....................
2
3,264,054
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
14,984,579
5
Decreases not included in line 2 (itemize) right arrow
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
14,984,579
Form 990-PF (2023)
Form 990-PF (2023)
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 AIRBNB INC D 2022-11-14 2023-09-28
b AIRBNB INC D 2022-11-14 2023-09-28
c AIRBNB INC P 2023-09-22 2023-09-28
d APPLE INC D 2016-03-09 2023-03-24
e APPLE INC D 2016-03-09 2023-05-04
APPLE INC D 2016-03-09 2023-05-04
BOSTON SCIENTIFIC P 2017-06-09 2023-01-23
BOSTON SCIENTIFIC P 2017-06-09 2023-01-23
BOSTON SCIENTIFIC P 2017-06-09 2023-05-04
BOSTON SCIENTIFIC P 2017-06-09 2023-05-04
BOSTON SCIENTIFIC P 2017-07-31 2023-05-04
BOSTON SCIENTIFIC P 2017-12-26 2023-05-04
BOSTON SCIENTIFIC P 2017-12-26 2023-06-08
BOSTON SCIENTIFIC P 2018-12-20 2023-06-08
BOSTON SCIENTIFIC P 2020-12-08 2023-06-08
BROADCOM P 2018-04-05 2023-03-24
BROADCOM P 2016-02-26 2023-03-24
BROADCOM P 2020-12-08 2023-03-24
BROADCOM P 2020-12-08 2023-06-08
BROADCOM P 2016-02-01 2023-06-08
BROADCOM P 2016-02-01 2023-09-28
BROADCOM P 2016-10-26 2023-09-28
BROADCOM D 2021-09-01 2023-09-28
DOLLAR GEN P 2021-09-02 2023-09-28
EBAY P 2018-05-18 2023-05-22
EBAY P 2018-05-18 2023-05-22
EBAY P 2018-05-18 2023-05-22
EBAY P 2019-11-04 2023-05-22
FACEBOOK P 2016-01-20 2023-05-22
FACEBOOK P 2016-01-29 2023-05-22
JOHNSON & JOHNSON P 2013-07-22 2023-03-24
JOHNSON & JOHNSON P 2013-09-01 2023-03-24
JOHNSON & JOHNSON P 2016-09-26 2023-03-24
MA ST WTR RE AUTH P 2021-05-25 2023-04-27
MERCK & CO INC P 2021-06-03 2023-01-23
MERCK & CO INC P 2021-06-03 2023-03-24
MICROSOFT P 2019-08-23 2023-05-04
NVIDIA CORP P 2021-02-09 2023-03-24
NVIDIA CORP P 2021-02-09 2023-05-04
NVIDIA CORP P 2021-02-09 2023-06-08
NVIDIA CORP P 2021-02-09 2023-09-28
NVIDIA CORP D 2022-09-01 2023-09-28
PAYPAL HOLDINGS P 2021-09-02 2023-05-04
PEPSI CO P 2019-11-04 2023-03-24
PEPSI CO P 2020-12-08 2023-03-24
RAYTHEON TECH (RTX CORP) P 2020-04-03 2023-03-24
SALESFORCE P 2013-09-01 2023-05-04
SALESFORCE P 2016-10-26 2023-05-04
SALESFORCE P 2015-12-17 2023-05-04
SALESFORCE P 2017-07-31 2023-05-04
SALESFORCE D 2014-05-12 2023-05-04
SALESFORCE P 2019-11-04 2023-05-04
SMITH & NEPHEW P 2019-04-18 2023-09-28
SMITH & NEPHEW P 2019-04-18 2023-09-28
SMITH & NEPHEW P 2019-04-18 2023-09-28
SMITH & NEPHEW P 2019-11-04 2023-09-28
SMITH & NEPHEW P 2020-12-08 2023-09-28
SPLUNK INC P 2020-06-05 2023-09-28
SPLUNK INC P 2020-12-08 2023-09-28
VANGUARD INTL SMALL-CAP P 2021-05-21 2023-05-22
VISA P 2019-11-04 2023-05-04
XYLEM INC P 2018-12-06 2023-01-23
XYLEM INC P 2018-12-20 2023-01-23
ZOETIS P 2022-11-14 2023-09-28
ZOETIS D 2022-11-14 2023-09-28
(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 146,127   105,968 40,159
b 265,685   192,670 73,015
c 2,391   2,380 11
d 65,296   10,525 54,771
e 6,565   1,004 5,561
77,601   11,864 65,737
2,278   1,376 902
43,275   26,135 17,140
23,650   12,380 11,270
31,533   16,509 15,024
22,336   11,720 10,616
6,569   3,180 3,389
39,897   19,716 20,181
37,323   24,717 12,606
82,368   54,520 27,848
57,491   3,317 54,174
79,848   4,607 75,241
10,859   7,227 3,632
21,570   11,479 10,091
30,358   3,495 26,863
149,341   16,738 132,603
41,028   8,587 32,441
818,912   490,502 328,410
66,443   138,781 -72,338
26,363   23,014 3,349
17,575   15,347 2,228
27,462   23,976 3,486
23,068   18,501 4,567
36,309   14,680 21,629
36,309   14,678 21,631
19,044   11,270 7,774
22,853   13,524 9,329
6,856   4,090 2,766
94,450   100,006 -5,556
175,935   115,793 60,142
68,764   47,475 21,289
122,004   55,792 66,212
66,100   33,399 32,701
28,215   13,577 14,638
58,422   20,365 38,057
191,951   61,639 130,312
466,347   224,290 242,057
52,497   208,657 -156,160
67,064   40,961 26,103
85,435   55,371 30,064
58,851   35,984 22,867
2,907   557 2,350
38,762   14,550 24,212
43,607   17,362 26,245
29,071   13,599 15,472
26,164   7,037 19,127
96,904   77,927 18,977
16,406   25,422 -9,016
58,052   89,941 -31,889
11,358   17,601 -6,243
17,037   29,021 -11,984
32,812   53,307 -20,495
58,290   75,914 -17,624
58,290   64,336 -6,046
149,767   171,864 -22,097
36,026   28,431 7,595
81,782   51,395 30,387
27,260   15,974 11,286
146,394   111,825 34,569
255,704   195,320 60,384
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       40,159
b       73,015
c       11
d       54,771
e       5,561
      65,737
      902
      17,140
      11,270
      15,024
      10,616
      3,389
      20,181
      12,606
      27,848
      54,174
      75,241
      3,632
      10,091
      26,863
      132,603
      32,441
      328,410
      -72,338
      3,349
      2,228
      3,486
      4,567
      21,629
      21,631
      7,774
      9,329
      2,766
      -5,556
      60,142
      21,289
      66,212
      32,701
      14,638
      38,057
      130,312
      242,057
      -156,160
      26,103
      30,064
      22,867
      2,350
      24,212
      26,245
      15,472
      19,127
      18,977
      -9,016
      -31,889
      -6,243
      -11,984
      -20,495
      -17,624
      -6,046
      -22,097
      7,595
      30,387
      11,286
      34,569
      60,384
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 1,674,042
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
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 right arrow 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) 1 26,243
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 26,243
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 26,243
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 9,520
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 9,520
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 16,723
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowWILLIAM SMITH Telephone no.right arrow (978) 720-5308

Located atright arrow210 ESSEX STREETSALEMMA ZIP+4right arrow01970
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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
PING YIN CHAI PRESIDENT
1.00 		0 0 0
210 ESSEX STREET
SALEM,MA01970
DONALD A SADOSKI DMD DIRECTOR
1.00 		0 0 0
210 ESSEX STREET
SALEM,MA01970
BRIAN W SHAUGHNESSY CLERK/TREASURER
1.00 		0 0 0
210 ESSEX STREET
SALEM,MA01970
DANIEL E CLASBY DIRECTOR
1.00 		0 0 0
210 ESSEX STREET
SALEM,MA01970
CATHERINE L OATWAY DIRECTOR
1.00 		0 0 0
210 ESSEX STREET
SALEM,MA01970
JOSEPH M GIBBONS DIRECTOR
1.00 		0 0 0
210 ESSEX STREET
SALEM,MA01970
PETER C GOURDEAU DIRECTOR
1.00 		0 0 0
210 ESSEX STREET
SALEM,MA01970
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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
PRIO WEALTH LIMITED PARTNERSHIP INVESTMENT FEE 68,623
265 FRANKLIN STREET FL 20
BOSTON,MA021103199
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
15,748,138
b
Average of monthly cash balances.......................
1b
79,781
c
Fair market value of all other assets (see instructions)................
1c
76,521
d
Total (add lines 1a, b, and c).........................
1d
15,904,440
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
15,904,440
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
238,567
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,665,873
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
783,294
Part X
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 IX, line 6..................
1
783,294
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
26,243
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
26,243
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
757,051
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
757,051
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 XII, line 1 ...
7
757,051
Part XI
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
582,293
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
582,293
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 757,051
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 156,512
b From 2019...... 83,276
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 239,788
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 582,293
a Applied to 2022, 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 2023 distributable amount..... 582,293
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 174,758 174,758
(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 65,030
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		65,030
10 Analysis of line 9:
a Excess from 2019.... 65,030
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BRIAN W SHAUGHNESSY
210 ESSEX STREET
SALEM,MA01970
(978) 745-5555
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:
GRANTS WILL BE GIVEN TO SOCIAL SERVICE AGENCIES, CULTURAL, EDUCATIONAL, ART, COMMUNITY ECEONOMIC DEVELOPMENT AND OTHER PROGRAMS THAT IMPACT THE NEEDS OF THE SALEM FIVE COMMUNITIES.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

A LEG FOREVER FOUNDATION

276 LEBANON ST
MELROSE,MA02176 		NOT RELATED PC EXEMPT PURPOSES 300

ACT LAWRENCE INC - VOID FROM PRIOR YEAR

530 BROADWAY SUITE 302
LAWRENCE,MA01841 		NOT RELATED PC EXEMPT PURPOSES -920

ADDISON GILBERT HOSPITAL CITIZENS

PO BOX 1495
PO BOX,MA01931 		NOT RELATED PC EXEMPT PURPOSES 1,000

ALL CARE HOSPICE

16 CITY HALL SQUARE
LYNN,MA01901 		NOT RELATED PC EXEMPT PURPOSES 10,000

ALLSTON BRIGHTON COMMUNITY DEVELOPMENT CORPORATION

18R SHEPARD ST UNIT 100
BRIGHTON,MA02135 		NOT RELATED PC EXEMPT PURPOSES 1,500

ALZHEIMER'S ASSOCIATION

225 NORTH MICHIGAN AVE FLOOR 17
CHICAGO,IL60601 		NOT RELATED PC EXEMPT PURPOSES 1,000

AMERICAN CANCER SOCIETY

43 NAGOG PARK STE 110
ACTON,MA01720 		NOT RELATED PC EXEMPT PURPOSES 1,000

ANDOVER HOCKEY ASSOCIATION - VOID FROM PRIOR YEAR

PO BOX 323
ANDOVER,MA01810 		NOT RELATED PC EXEMPT PURPOSES -300

ANGEL FLIGHT NEW ENGLAND

492 SUTTON ST
NORTH ANDOVER,MA01845 		NOT RELATED PC EXEMPT PURPOSES 1,500

ANNA JAQUES HOSPITAL INC

25 HIGHLAND AVE
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSES 1,000

ASIAN COMMUNITY DEVELOPMENT CORP

38 OAK ST
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSES 1,000

AUSTIN PREPARATORY SCHOOL

101 WILLOW ST
READING,MA01867 		NOT RELATED PC EXEMPT PURPOSES 2,000

AUSTIN PREPARATORY SCHOOL

101 WILLOW ST
READING,MA01867 		NOT RELATED PC EXEMPT PURPOSES 5,000

AUSTIN PREPARATORY SCHOOL

101 WILLOW ST
READING,MA01867 		NOT RELATED PC EXEMPT PURPOSES 5,000

BAY COVE HUMAN SERVICES INC

66 CANAL ST
BOSTON,MA02114 		NOT RELATED PC EXEMPT PURPOSES 2,300

BDC COMMUNITY CAPITAL CORP

500 EDGEWATER DR 555
WAKEFIELD,MA01880 		NOT RELATED PC EXEMPT PURPOSES 2,000

BEST BUDDIES INTERNATIONAL

100 SE SECOND ST
MIAMI,FL33131 		NOT RELATED PC EXEMPT PURPOSES 500

BEVERLY BOOTSTRAPS

35 PARK ST
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSES 2,200

BEVERLY CHILDRENS LEARNING CTR

550 CABOT ST
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSES 2,500

BEVERLY FEMALE CHARITABLE SOCIETY

5 WHITMAN PLACE
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSES 1,000

BEVERLY HIGH SCHOOL BASEBALL

29 KERNWOOD AVE
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSES 500

BEVERLY HISTORICAL SOCIETY INC

117 CABOT ST
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSES 1,500

BEVERLY HOLIDAY PARADE

301 EDGEWATER PLACE STE 200
WAKEFIELD,MA01880 		NOT RELATED PC EXEMPT PURPOSES 1,000

BEVERLY HOMECOMING

PO BOX 714
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSES 2,500

BEVERLY LOCAL FOOD COLLABORATIVE

47 ESSEX ST
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSES 1,000

BEVERLY MAIN STREETS

248 CABOT ST
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSES 1,000

BEVERLY ROTARY CLUB FOUNDATION

PO BOX 201
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSES 1,500

BEVERLY SCHOOL FOR THE DEAF

6 ECHO AVE
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSES 3,500

BILLERICA HOLIDAY FESTIVAL INC

PO BOX 9029
BILLERICA,MA01821 		NOT RELATED PC EXEMPT PURPOSES 1,000

BILLERICA PUBLIC LIBRARY FOUNDATION

15 CONCORD RD
BILLERICA,MA01821 		NOT RELATED PC EXEMPT PURPOSES 500

BILLERICA YANKEE DOODLE HOMECOMING INC

365 BOSTON RD
BILLERICA,MA01821 		NOT RELATED PC EXEMPT PURPOSES 250

BISHOP FENWICK HIGH SCHOOL

99 MARGIN ST
PEABODY,MA01960 		NOT RELATED PC EXEMPT PURPOSES 1,000

BLANKET ME INC

60 PARK ST
NORTH ANDOVER,MA01845 		NOT RELATED PC EXEMPT PURPOSES 250

BLUES FOR VETERANS ASSOCIATION

PO BOX 6
WOBURN,MA01801 		NOT RELATED PC EXEMPT PURPOSES 500

BOURQUE FAMILY FOUNDATION INC

800 W CUMMINGS PARK STE 3700
WOBURN,MA01801 		NOT RELATED PC EXEMPT PURPOSES 7,700

BOYS & GIRLS CLUB OF GREATER SALEM

13 HAWTHORNE BLVD
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSES 5,000

BOYS & GIRLS CLUB OF GREATER SALEM INC

13 HAWTHORNE BLVD
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSES 500

BOYS & GIRLS CLUB OF LYNN

25 NORTH COMMON ST
LYNN,MA01902 		NOT RELATED PC EXEMPT PURPOSES 4,300

BOYS & GIRLS CLUB OF WOBURN INC

1 CHARLES GARDNER LANE
WOBURN,MA01801 		NOT RELATED PC EXEMPT PURPOSES 1,000

BOYS AND GIRLS CLUB OF GREATER BILLERICA INC

19 CAMPBELL RD
BILLERICA,MA01821 		NOT RELATED PC EXEMPT PURPOSES 2,500

BREAD & ROSES HOUSING INC

15 UNION ST STE 401
LAWRENCE,MA01840 		NOT RELATED PC EXEMPT PURPOSES 1,000

BREAD AND ROSES INC

58 NEWBURY ST
LAWRENCE,MA01840 		NOT RELATED PC EXEMPT PURPOSES 2,500

BREAD OF LIFE INC

214 COMMERCIAL ST STE 209
MALDEN,MA02148 		NOT RELATED PC EXEMPT PURPOSES 1,000

BREAD OF LIFE INC - VOID FROM PRIOR YEAR

215 COMMERCIAL ST STE 209
MALDEN,MA02148 		NOT RELATED PC EXEMPT PURPOSES -1,000

BRIDGEWELL INC

10 DEARBORN RD
PEABODY,MA01960 		NOT RELATED PC EXEMPT PURPOSES 1,000

BROCKTON AREA MULTI SERVICES INC

10 CHRISTYS DR
BROCKTON,MA02301 		NOT RELATED PC EXEMPT PURPOSES 5,500

BUILDING A BETTER BEVERLY

191 CABOT ST
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSES 1,000

CABOT PERFORMING ARTS CENTER INC

286 CABOT ST
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSES 2,500

CARE DIMENSIONS

75 SYLVAN ST STE B-102
DANVERS,MA01923 		NOT RELATED PC EXEMPT PURPOSES 1,000

CASA MYRNA VASQUEZ INC

451 BLUE HILL AVE
BOSTON,MA02121 		NOT RELATED PC EXEMPT PURPOSES 1,000

CATIES CLOSET INC

19 SCHOOL ST
DRACUT,MA01826 		NOT RELATED PC EXEMPT PURPOSES 3,000

CEC SEABEE HISTORICAL FOUNDATION INC

PO BOX 657
GULFPORT,MS39502 		NOT RELATED PC EXEMPT PURPOSES 1,000

CENTERBOARD

16 CITY HALL SQUARE
LYNN,MA01901 		NOT RELATED PC EXEMPT PURPOSES 1,000

CENTERBOARD INC

16 CITY HALL SQUARE
LYNN,MA01901 		NOT RELATED PC EXEMPT PURPOSES 3,000

CENTRAL MASS HOUSING ALLIANCE

6 INSTITUTE RD PO BOX 3
WORCESTER,MA01609 		NOT RELATED PC EXEMPT PURPOSES 1,000

CHELSEA RESTORATION CORPORATION

154 PEARL ST OFFICE 2
CHELSEA,MA02150 		NOT RELATED PC EXEMPT PURPOSES 1,500

CHILD AND FAMILY SERVICES INC

3057 ACUSHNET AVE
NEW BEDFORD,MA02745 		NOT RELATED PC EXEMPT PURPOSES 4,250

CHILDRENS DYSLEXIA CENTERS INC

33 MARRETT RD
LEXINGTON,MA02421 		NOT RELATED PC EXEMPT PURPOSES 1,000

CHINESE CULTURE CONNECTION

190 PHEASANT ST 634
MALDEN,MA02148 		NOT RELATED PC EXEMPT PURPOSES 1,000

CHRISTIAN COMMUNITY SERVICE OF NORTH READING

PO BOX 626
NORTH READING,MA01864 		NOT RELATED PC EXEMPT PURPOSES 3,000

CITIZEN'S HOUSING & PLANNING

18 TREMONT ST
BOSTON,MA02108 		NOT RELATED PC EXEMPT PURPOSES 1,700

CITIZENS INN INC

81 MAIN ST
PEABODY,MA01960 		NOT RELATED PC EXEMPT PURPOSES 3,000

CITIZENS INN INC

81 MAIN ST
PEABODY,MA01960 		NOT RELATED PC EXEMPT PURPOSES 4,475

CITY OF PEABODY

485 LOWELL ST
PEABODY,MA01960 		NOT RELATED PC EXEMPT PURPOSES 750

COALITION FOR A BETTER ACRE INC

517 MOODY ST 3RD FLOOR
LOWELL,MA01854 		NOT RELATED PC EXEMPT PURPOSES 3,000

COLLEEN E RITZER MEMORIAL FUND

5 DASCOMB RD
ANDOVER,MA01810 		NOT RELATED PC EXEMPT PURPOSES 500

COMMODORE BUILDERS CHARITABLE FOUNDATION

404 WYMAN ST STE 400
WALTHAM,MA02451 		NOT RELATED PC EXEMPT PURPOSES 4,240

COMMUNITY GIVING TREE INC

572B MAIN ST
BOXFORD,MA01921 		NOT RELATED PC EXEMPT PURPOSES 1,000

COMMUNITY MENTORING TEAM

100 CAMBRIDGE ST STE 1400
BOSTON,MA02114 		NOT RELATED PC EXEMPT PURPOSES 5,000

COMMUNITY TEAMWORK INC

155 MERRIMACK ST
LOWELL,MA01852 		NOT RELATED PC EXEMPT PURPOSES 1,200

COMMUNITY YOUNG MENS CHRISTIAN ASSOC OF DANVERS MA INC

34 PICKERING ST
DANVERS,MA01923 		NOT RELATED PC EXEMPT PURPOSES 5,000

COMPASS PATH INC

9 MARION WAY
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSES 500

COMPASS WORKING CAPITAL

89 SOUTH ST STE 804
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSES 500

CRISTO REY BOSTON HIGH SCHOOL

100 SAVIN HILL AVE
BOSTON,MA02125 		NOT RELATED PC EXEMPT PURPOSES 1,000

DANA FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02445 		NOT RELATED PC EXEMPT PURPOSES 2,500

DANA FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02445 		NOT RELATED PC EXEMPT PURPOSES 5,000

DANA FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02445 		NOT RELATED PC EXEMPT PURPOSES 500

DANA FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02445 		NOT RELATED PC EXEMPT PURPOSES 1,000

DANA FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02445 		NOT RELATED PC EXEMPT PURPOSES 500

DANA FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02445 		NOT RELATED PC EXEMPT PURPOSES 2,400

DANA FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02445 		NOT RELATED PC EXEMPT PURPOSES 375

DANVERS BABE RUTH LEAGUE

PO BOX 2182
DANVERS,MA01923 		NOT RELATED PC EXEMPT PURPOSES 400

DANVERS COMMUNITY COUNCIL INC CO TRACY I FLAGG

PO BOX 2076
DANVERS,MA01923 		NOT RELATED PC EXEMPT PURPOSES 3,000

DANVERS HISTORICAL SOCIETY GLEN MAGNA

PO BOX 381
DANVERS,MA01923 		NOT RELATED PC EXEMPT PURPOSES 1,000

DANVERS YMCA

34 PICKERING ST
DANVERS,MA01923 		NOT RELATED PC EXEMPT PURPOSES 250

EAST BOSTON SOCIAL CENTERS INC

68 CENTRAL ST
EAST BOSTON,MA02128 		NOT RELATED PC EXEMPT PURPOSES 1,000

ECONOMIC DEVELOPMENT INDUSTRIAL

3 CITY HALL SQUARE ROOM 405
LYNN,MA01904 		NOT RELATED PC EXEMPT PURPOSES 500

ELDER SERVICES OF THE MERRIMACK VALLEY INC

280 MERRIMACK ST STE 400
LAWRENCE,MA01843 		NOT RELATED PC EXEMPT PURPOSES 400

EMMAUS

PO BOX 568
HAVERHILL,MA01831 		NOT RELATED PC EXEMPT PURPOSES 2,500

ENGLISH AT LARGE

800 W CUMMINGS PARK STE 5550
WOBURN,MA01801 		NOT RELATED PC EXEMPT PURPOSES 500

ESSEX COUNTY COMMUNITY FOUNDATION

175 ANDOVER ST
DANVERS,MA01923 		NOT RELATED PC EXEMPT PURPOSES 1,000

ESSEX COUNTY COMMUNITY FOUNDATION INCORPORATED

175 ANDOVER ST
DANVERS,MA01923 		NOT RELATED PC EXEMPT PURPOSES 1,000

ESSEX NATIONAL HERITAGE COMMISSION

10 FEDERAL ST SUITE 12
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSES 5,000

ESSEX NORTH SHORE AGRICULTURAL TECHNICAL FOUNDATION

PO BOX 305
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSES 1,561

EXPRESS YOURSELF INC

100 CUMMINGS CENTER STE 165E
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSES 500

FAMILY & CHILDRENS SERVICES

111 NORTH COMMON ST
LYNN,MA01901 		NOT RELATED PC EXEMPT PURPOSES 2,530

FAMILY MOVEMENT

1844 HYDE PARK AVE
HYDE PARK,MA02136 		NOT RELATED PC EXEMPT PURPOSES 3,000

FAMILY PROMISE NORTH SHORE BOSTON INC

330 RANTOUL ST
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSES 3,000

FAMILY SERVICES OF THE MERRIMACK VALLEY INC

430 NORTH CANAL ST
LAWRENCE,MA01840 		NOT RELATED PC EXEMPT PURPOSES 1,000

FARMS PRIDES COMMUNITY ASSOCIATION

14 OAK ST
BEVERLY FARMS,MA01915 		NOT RELATED PC EXEMPT PURPOSES 500

FIRST CONGREGATIONAL CHURCH

ONE CHURCH ST
STONEHAM,MA02180 		NOT RELATED PC EXEMPT PURPOSES 3,000

FLIGHT4CF INC

5 PATRIOT LN UNIT 19
GEORGETOWN,MA01833 		NOT RELATED PC EXEMPT PURPOSES 500

FOOD PROJECT INC

10 LEWIS ST
LINCOLN,MA01773 		NOT RELATED PC EXEMPT PURPOSES 3,000

FOUND IN TRANSLATION INC

1532B DORCHESTER AVE
DORCHESTER,MA02122 		NOT RELATED PC EXEMPT PURPOSES 1,000

FOUNDATION FOR METROWEST

3 ELIOT ST
NATICK,MA01760 		NOT RELATED PC EXEMPT PURPOSES 4,500

FRIENDS OF CONCORD CARLISLE FOOTBALL INC

PO BOX 124
CONCORD,MA01742 		NOT RELATED PC EXEMPT PURPOSES 1,500

FRIENDS OF ENDICOTT PARK INC

57 FOREST ST
DANVERS,MA01923 		NOT RELATED PC EXEMPT PURPOSES 1,000

FRIENDS OF NORTHSHORE EDUCATION CONSORTIUM INC

112 SOHIER RD
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSES 3,000

FRIENDS OF THE TEWKSBURY PAC INC

1501 MAIN ST
TEWKSBURY,MA01876 		NOT RELATED PC EXEMPT PURPOSES 500

FRIENDS OF WOBURN TRAVEL BASKETBALL

11 BRENTWOOD RD
WOBURN,MA01801 		NOT RELATED PC EXEMPT PURPOSES 1,000

GARDEN CLUB FEDERATION OF MASSACHUSETTS INC

143 GRAPEVINE RD
WENHAM,MA01984 		NOT RELATED PC EXEMPT PURPOSES 250

GEORGETOWN BASEBALL

PO BOX 67
GEORGETOWN,MA01833 		NOT RELATED PC EXEMPT PURPOSES 550

GIFTS THAT MATTER INC

32 GREAT POND DR
BOXFORD,MA01921 		NOT RELATED PC EXEMPT PURPOSES 1,000

GIRLS INC GREATER LOWELL

220 WORTHEN ST
LOWELL,MA01852 		NOT RELATED PC EXEMPT PURPOSES 1,000

GIRLS INC OF LYNN

50 HIGH ST
LYNN,MA01902 		NOT RELATED PC EXEMPT PURPOSES 2,250

GOODNOW LIBRARY FOUNDATION

21 CONCORD RD
SUDBURY,MA01776 		NOT RELATED PC EXEMPT PURPOSES 500

GORDON COLLEGE

255 GRAPEVINE RD
WENHAM,MA01984 		NOT RELATED PC EXEMPT PURPOSES 200

GREATER BEVERLY CHAMBER OF COMMERCE

28 CABOT ST
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSES 2,000

GREATER BOSTON PLUMBING CONTRACTORS

35 BRAINTREE HILL OFFICE PARK STE
108
BRAINTREE,MA02184 		NOT RELATED PC EXEMPT PURPOSES 800

GREATER LOWELL COMMUNITY

100 MERRIMACK ST STE 202
LOWELL,MA01852 		NOT RELATED PC EXEMPT PURPOSES 4,000

HABITAT FOR HUMANITY INTERNATIONAL

60 ISLAND ST
LAWRENCE,MA01840 		NOT RELATED PC EXEMPT PURPOSES 1,775

HAMILTON HALL INC

9 CHESTNUT ST
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSES 1,500

HAMILTON WENHAM FRIENDS OF THE ARTS

PO BOX 198
HAMILTON,MA01982 		NOT RELATED PC EXEMPT PURPOSES 1,000

HAMILTON-WENHAM LITTLE LEAGUE

PO BOX 2305
HAMILTON,MA01982 		NOT RELATED PC EXEMPT PURPOSES 1,000

HARBORLIGHT COMMUNITY PARTNERS

PO BOX 507
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSES 2,125

HARRY C BROUSAIDES CHARITABLE

20 SURREY RD
NORWOOD,MA02062 		NOT RELATED PC EXEMPT PURPOSES 500

HAVEN PROJECT INC

57 MUNROE ST
LYNN,MA01901 		NOT RELATED PC EXEMPT PURPOSES 3,000

HEADING HOME INC

186 MASSACHUSETTS AVE
BOSTON,MA02115 		NOT RELATED PC EXEMPT PURPOSES 2,000

HEALING ABUSE WORKING FOR CHANGE

27 CONGRESS ST
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSES 5,000

HEALTHY KIDS RUNNING SERIES

381 BRINTON LAKE RD STE 1
THORNTON,PA19373 		NOT RELATED PC EXEMPT PURPOSES 450

HISTORIC SALEM INC

PO BOX 865
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSES 1,500

HORIZONS FOR HOMELESS CHILDREN INC

1785 COLUMBUS AVE
ROXBURY,MA02119 		NOT RELATED PC EXEMPT PURPOSES 3,000

HOUSE OF HOPE INC

812 MERRIMACK ST
LOWELL,MA01854 		NOT RELATED PC EXEMPT PURPOSES 3,000

HOUSING FAMILIES INC

919 EASTERN AVE
MALDEN,MA02148 		NOT RELATED PC EXEMPT PURPOSES 3,000

INDIA ASSOCIATION OF GREATER BOSTON

PO BOX 1345
BURLINGTON,MA01803 		NOT RELATED PC EXEMPT PURPOSES 575

INSURANCE LIBRARY ASSOCIATION OF BOSTON

156 STATE ST
BOSTON,MA02109 		NOT RELATED PC EXEMPT PURPOSES 1,000

JAMES L MCKEOWN BOYS AND GIRLS CLUB OF WOBURN

1 CHARLES GARDNER LANE
WOBURN,MA01801 		NOT RELATED PC EXEMPT PURPOSES 1,000

JANELLE LAVENDER TOBIN CHARITABLE FUND INC

21 CUTTER LN
AMESBURY,MA01913 		NOT RELATED PC EXEMPT PURPOSES 500

JOSEPH N HERMANN YOUTH CENTER

PO BOX 215
NORTH ANDOVER,MA01845 		NOT RELATED PC EXEMPT PURPOSES 500

L ARCHE BOSTON NORTH INC

PO BOX 1177
HAVERHILL,MA01831 		NOT RELATED PC EXEMPT PURPOSES 2,350

LA VIDA INC

120 MUNROE ST
LYNN,MA01901 		NOT RELATED PC EXEMPT PURPOSES 3,000

LATINO SUPPORT NETWORK

9 CARTER PL
WOBURN,MA01801 		NOT RELATED PC EXEMPT PURPOSES 2,000

LAWRENCE BOYS CLUB & GIRLS CLUB INC

136 WATER ST
LAWRENCE,MA01841 		NOT RELATED PC EXEMPT PURPOSES 2,500

LAZARUS HOUSE INCORPORATED

412 HAMPSHIRE ST
LAWRENCE,MA01841 		NOT RELATED PC EXEMPT PURPOSES 3,000

LEAP FOR EDUCATION

35 CONGRESS ST STE 102
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSES 2,100

LIFTING SPIRITS MINIATURE THERAPY HORSES INC

23 PLEASANT ST
ANDOVER,MA01810 		NOT RELATED PC EXEMPT PURPOSES 300

LINCOLN SUDBURY SCHOLARSHIP FUND

390 LINCOLN RD
SUDBURY,MA01776 		NOT RELATED PC EXEMPT PURPOSES 1,000

LITERATIONS

1 FEDERAL ST 5TH FLOOR
BOSTON,MA02110 		NOT RELATED PC EXEMPT PURPOSES 1,000

LITTLE LEAGUE BASEBALL INC

PO BOX 8200
LYNN,MA01904 		NOT RELATED PC EXEMPT PURPOSES 500

LITTLE LEAGUE BASEBALL INC

PO BOX 2086
PEABODY,MA01960 		NOT RELATED PC EXEMPT PURPOSES 500

LITTLE LEAGUE BASEBALL INC - VOID FROM PRIOR YEAR

PO BOX 2086
PEABODY,MA01960 		NOT RELATED PC EXEMPT PURPOSES -500

LOWELL CATHOLIC HIGH SCHOOL

530 STEVENS ST
LOWELL,MA01851 		NOT RELATED PC EXEMPT PURPOSES 2,200

LOWELL GENERAL HOSPITAL

295 VARNUM AVE
LOWELL,MA01854 		NOT RELATED PC EXEMPT PURPOSES 1,500

LOWELL ROTARY CLUB CHARITIES INC

PO BOX 219
LOWELL,MA01853 		NOT RELATED PC EXEMPT PURPOSES 250

LOWELL TRANSITIONAL LIVING CENTER INC

193 MIDDLESEX ST
LOWELL,MA01852 		NOT RELATED PC EXEMPT PURPOSES 3,000

LOWELL YOUTH LACROSSE ORGANIZATION

PO BOX 3709
LOWELL,MA49331 		NOT RELATED PC EXEMPT PURPOSES 500

LYNN COMMUNITY HEALTH CENTER

269 UNION ST
LYNN,MA01901 		NOT RELATED PC EXEMPT PURPOSES 2,200

LYNN ECONOMIC OPPORTUNITY INC

156 BROAD ST
LYNN,MA01901 		NOT RELATED PC EXEMPT PURPOSES 1,500

LYNN HISPANIC SCHOLARSHIP FUND INC

PO BOX 8280
LYNN,MA01904 		NOT RELATED PC EXEMPT PURPOSES 500

LYNN HOUSING AUTHORITY DEVELOPMENT GROUP INC

10 CHURCH ST
LYNN,MA01902 		NOT RELATED PC EXEMPT PURPOSES 3,000

LYNN JUNETEENTH COMMITTEE

PO BOX 8049
LYNN,MA01902 		NOT RELATED PC EXEMPT PURPOSES 1,000

LYNN SHELTER ASSOCIATION INC

100 WILLOW ST
LYNN,MA01901 		NOT RELATED PC EXEMPT PURPOSES 2,500

LYNNFIELD ROTARY CHARITABLE FUND

PO BOX 216
LYNNFIELD,MA01940 		NOT RELATED PC EXEMPT PURPOSES 1,000

LYNNFIELD SCHOLARSHIP FOUNDATION

8 WILLARD LANE
LYNNFIELD,MA01940 		NOT RELATED PC EXEMPT PURPOSES 2,500

MARBLEHEAD YOUTH BASEBALL INC

9 BEACH ST
MARBLEHEAD,MA01945 		NOT RELATED PC EXEMPT PURPOSES 500

MASSACHUSETTS AFFORDABLE HOUSING ALLIANCE

1803 DORCHESTER AVE
DORCHESTER,MA02124 		NOT RELATED PC EXEMPT PURPOSES 2,380

MASSACHUSETTS AIR AND SPACE MUSEUM INC

PO BOX 383
BEDFORD,MA01730 		NOT RELATED PC EXEMPT PURPOSES 500

MASSACHUSETTS COALITION FOR THE HOMELESS INC

73 BUFFUM ST
LYNN,MA01902 		NOT RELATED PC EXEMPT PURPOSES 3,500

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA ST STE 540
BOSTON,MA02114 		NOT RELATED PC EXEMPT PURPOSES 300

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA ST STE 540
BOSTON,MA02114 		NOT RELATED PC EXEMPT PURPOSES 3,750

MAYA CHILDCARE INCORPORATED

44 OAKWOOD AVE
FALMOUTH,MA02540 		NOT RELATED PC EXEMPT PURPOSES 1,000

MEDFORD COMMUNITY HOUSING INC

11 SALEM ST STE 21
MEDFORD,MA02155 		NOT RELATED PC EXEMPT PURPOSES 1,600

MEDFORD RECREATIONAL HOCKEY ASSOCIATION INC

PO BOX 231
MEDFORD,MA02155 		NOT RELATED PC EXEMPT PURPOSES 1,000

MEDFORD VISITING NURSING ASSOCIATION

37 BROADWAY STE 2
ARLINGTON,MA02474 		NOT RELATED PC EXEMPT PURPOSES 300

MERRIMACK VALLEY FOOD BANK

733-735 BROADWAY ST
LOWELL,MA01854 		NOT RELATED PC EXEMPT PURPOSES 2,000

MERRIMACK VALLEY HOUSING PARTNERSHIP INC

PO BOX 1042
LOWELL,MA01853 		NOT RELATED PC EXEMPT PURPOSES 2,000

MERRIMACK VALLEY IMMIGRANT AND EDUCATION CENTER INC

439 SOUTH UNION ST
LAWRENCE,MA01843 		NOT RELATED PC EXEMPT PURPOSES 500

MERRY MIXERS

11 WESTON RD
MARBLEHEAD,MA01945 		NOT RELATED PC EXEMPT PURPOSES 1,000

METRO HOUSING BOSTON

1411 TREMONT ST
BOSTON,MA02120 		NOT RELATED PC EXEMPT PURPOSES 2,625

MIDDLESEX HUMAN SERVICE AGENCY (MHSA)

50 PROSPECT STREET SUITE 3
WALTHAM,MA02453 		NOT RELATED PC EXEMPT PURPOSES 3,000

MIDDLETON TURKEY TROT

9 TOWNE RD
MIDDLETON,MA01946 		NOT RELATED PC EXEMPT PURPOSES 500

MIDDLETON YOUTH SOCCER INC

1 MILL ST
MIDDLETON,MA01949 		NOT RELATED PC EXEMPT PURPOSES 500

MINUTEMAN SENIOR SERVICES INC

26 CROSBY DR
BEDFORD,MA01730 		NOT RELATED PC EXEMPT PURPOSES 600

MISSION OF DEEDS INC

6 CHAPIN AVE
READING,MA01867 		NOT RELATED PC EXEMPT PURPOSES 3,000

MISSION OF DEEDS INC

6 CHAPIN AVE
READING,MA01867 		NOT RELATED PC EXEMPT PURPOSES 2,410

MISSIONSAFE A NEW BEGINNING INC

18 JOHN ELIOT SQ
ROXBURY,MA02120 		NOT RELATED PC EXEMPT PURPOSES 3,125

MONTROSE FOUNDATION INC

29 NORTH ST
MEDFIELD,MA02052 		NOT RELATED PC EXEMPT PURPOSES 1,000

MUSCULAR DYSTROPHY ASSOCIATION

161 N CLARK ST STE 3550
CHICAGO,IL60601 		NOT RELATED PC EXEMPT PURPOSES 100

MY BROTHERS KEEPER 617

15 CHRISTOPHER ST
BOSTON,MA02122 		NOT RELATED PC EXEMPT PURPOSES 1,000

MY BROTHER'S TABLE

98 WILLOW ST
LYNN,MA01901 		NOT RELATED PC EXEMPT PURPOSES 5,000

MYSTIC VALLEY ELDER SERVICES

300 COMMERCIAL ST 19
MALDEN,MA02148 		NOT RELATED PC EXEMPT PURPOSES 1,000

MYSTIC VALLEY ELDER SERVICES

300 COMMERCIAL ST 19
MALDEN,MA02148 		NOT RELATED PC EXEMPT PURPOSES 1,000

NAFA FOUNDATION

1776 K ST STE 800
WASHINGTON,DC20006 		NOT RELATED PC EXEMPT PURPOSES 5,000

NEIGHBORS IN NEED INC

PO BOX 447
LAWRENCE,MA01842 		NOT RELATED PC EXEMPT PURPOSES 1,000

NEWBURYPORT PIONEER LEAGUE

PO BOX 232
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSES 500

NORTH ANDOVER ATHLETIC ASSOCIATION INC

PO BOX 875
NORTH ANDOVER,MA01845 		NOT RELATED PC EXEMPT PURPOSES 1,000

NORTH ANDOVER LITTLE LEAGUE

PO BOX 416
NORTH ANDOVER,MA01845 		NOT RELATED PC EXEMPT PURPOSES 1,000

NORTH SHORE COMMUNITY COLLEGE FOUNDATION

ONE FERNCROFT RD
DANVERS,MA01923 		NOT RELATED PC EXEMPT PURPOSES 3,020

NORTH SHORE COMMUNITY DEVELOPMENT COALITION

96 LAFAYETTE ST
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSES 2,500

NORTH SHORE CONCERT BAND

PO BOX 4292
PEABODY,MA01960 		NOT RELATED PC EXEMPT PURPOSES 600

NORTH SHORE ROVERS INC

25 LINCOLN CIR
SWAMPSCOTT,MA01907 		NOT RELATED PC EXEMPT PURPOSES 3,000

NORTHEAST MASSACHUSETTS YOUTH ORCHESTRAS INC

17 ELM ST
MANCHESTER,MA01944 		NOT RELATED PC EXEMPT PURPOSES 250

NUPATH INC

147 NEW BOSTON ST
WOBURN,MA01801 		NOT RELATED PC EXEMPT PURPOSES 1,000

ONE FAMILY INC

423 WEST BROADWAY SUITE 402
BOSTON,MA02127 		NOT RELATED PC EXEMPT PURPOSES 3,000

ONE TREE PLANTED INC

145 PINE HAVEN RD 1000D
SHELBURNE,VT05482 		NOT RELATED PC EXEMPT PURPOSES 4,135

OPEN DOOR CAPE ANN FOOD PANTRY

28 EMERSON AVE
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSES 2,500

OPPOTUNITIES FOR INCLUSION

56 CHESTNUT ST
WALTHAM,MA02453 		NOT RELATED PC EXEMPT PURPOSES 1,000

OUR NEIGHBORS TABLE

PO BOX 592
AMESBURY,MA01913 		NOT RELATED PC EXEMPT PURPOSES 3,000

PAN MASSACHUSETTS CHALLENGE TRUST

77 4TH AVENUE
NEEDHAM HEIGHTS,MA02494 		NOT RELATED PC EXEMPT PURPOSES 500

PARTNERS HEALTHCARE SYSTEM INC

399 REVOLUTION DR STE 645
SOMERVILLE,MA02145 		NOT RELATED PC EXEMPT PURPOSES 375

PATHWAYS ADULT EDUCATION & TRAINING INC

330 LYNNWAY STE 302
LYNN,MA01901 		NOT RELATED PC EXEMPT PURPOSES 1,000

PATHWAYS FOR CHILDREN INC

29 EMERSON AVE
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSES 3,000

PEABODY CULTURAL COLLABORATIVE

22 FOSTER ST
PEABODY,MA01960 		NOT RELATED PC EXEMPT PURPOSES 1,000

PEABODY LIONS CHARITIES

23 OLSEN RD
PEABODY,MA01960 		NOT RELATED PC EXEMPT PURPOSES 500

PHILIP REDDY JR MEMORIAL FUND

31 CALUMET ST
PEABODY,MA01960 		NOT RELATED PC EXEMPT PURPOSES 250

PLAY FOR A CAUSE FOUNDATION

25 BURLINGTON MALL RD STE 401
BURLINGTON,MA01803 		NOT RELATED PC EXEMPT PURPOSES 1,000

PLAY FOR P I N K INC

28 WEST 44TH ST SUITE 609
NEW YORK,NY10036 		NOT RELATED PC EXEMPT PURPOSES 700

PLYMOUTH TASKFORCE TO END HOMELESSNESS INC

PO BOX 3896
PLYMOUTH,MA02361 		NOT RELATED PC EXEMPT PURPOSES 4,500

PROJECT HOME AGAIN

PO BOX 1236
ANDOVER,MA01810 		NOT RELATED PC EXEMPT PURPOSES 3,000

PROJECT LEARN INC

8 KIRK ST
LOWELL,MA01852 		NOT RELATED PC EXEMPT PURPOSES 800

READING ENGINEERING TEAMS INC

PO BOX 81
READING,MA01867 		NOT RELATED PC EXEMPT PURPOSES 500

READING ROTARY CHARITABLE TR

PO BOX 61
READING,MA01867 		NOT RELATED PC EXEMPT PURPOSES 2,500

ROAD RUNNERS CLUB OF AMERICA

9 PLEASANT ST
NORTH ANDOVER,MA01845 		NOT RELATED PC EXEMPT PURPOSES 2,500

ROCK THE SPECTRUM CORPORATION

6A MURPHY RD
PEABODY,MA01960 		NOT RELATED PC EXEMPT PURPOSES 1,500

ROOT NS INC

35 CONGRESS ST STE 2350
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSES 5,000

ROSIES PLACE INC

889 HARRISON AVE
BOSTON,MA02118 		NOT RELATED PC EXEMPT PURPOSES 2,000

ROTARY CLUB OF DANVERS

PO BOX 14
DANVERS,MA01923 		NOT RELATED PC EXEMPT PURPOSES 1,000

SAINT PETERS PARISH

10 MEMORIAL DR
PLYMOUTH,MA02360 		NOT RELATED PC EXEMPT PURPOSES 3,000

SALEM PANTRY

PO BOX 295
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSES 25,000

SALEM COMMUNITY ARTS CENTER

ONE EAST INDIA SQUARE
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSES 1,000

SALEM MAIN STREET

265 ESSEX ST STE 3400
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSES 1,000

SALEM MISSION INC

PO BOX 809
SALEM,MA01969 		NOT RELATED PC EXEMPT PURPOSES 3,000

SALEM MISSION INC (LIFEBRIDGE SALEM)

PO BOX 810
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSES 2,300

SALEM PANTRY INC

PO BOX 295
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSES 3,000

SALEM SOUND COASTWATCH

12 FEDERAL ST
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSES 1,500

SCHOLARSHIP AMERICA INC

365 BOSTON RD
BILLERICA,MA01821 		NOT RELATED PC EXEMPT PURPOSES 1,000

SERENELY GUIDED FOUNDATION INC

91 MARBLE STREET
STONEHAM,MA02180 		NOT RELATED PC EXEMPT PURPOSES 500

SMILE MASS INCORPORATED

66 DUDLEY RD
SUDBURY,MA01776 		NOT RELATED PC EXEMPT PURPOSES 1,000

SPECIAL NEEDS ARTS PROGRAMS

PO BOX 598
LEXINGTON,MA02420 		NOT RELATED PC EXEMPT PURPOSES 1,000

SPECIAL OLYMPICS MASSACHUSETTS INC - VOID FROM PRIOR YEAR

512 FOREST ST
MARLBOROUGH,MA01752 		NOT RELATED PC EXEMPT PURPOSES -1,000

ST JOHN THE BAPTIST PARISH

19 CHESTNUT ST
PEABODY,MA04960 		NOT RELATED PC EXEMPT PURPOSES 1,000

ST JOHN'S PREPARATORY SCHOOL INC

72 SPRING ST
DANVERS,MA01923 		NOT RELATED PC EXEMPT PURPOSES 5,655

STEPHEN PHILLIPS MEMORIAL SCHOLARSHIP FUNDS INC

230 CONGRESS ST FLOOR 12
BOSTON,MA02110 		NOT RELATED PC EXEMPT PURPOSES 9,000

STEPHEN PHILLIPS MEMORIAL SCHOLARSHIP FUNDS INC

230 CONGRESS ST FLOOR 12
BOSTON,MA02110 		NOT RELATED PC EXEMPT PURPOSES 9,000

STEPHEN PHILLIPS MEMORIAL SCHOLARSHIP FUNDS INC

230 CONGRESS ST FLOOR 12
BOSTON,MA02110 		NOT RELATED PC EXEMPT PURPOSES 9,000

STEPHEN PHILLIPS MEMORIAL SCHOLARSHIP FUNDS INC

230 CONGRESS ST FLOOR 12
BOSTON,MA02110 		NOT RELATED PC EXEMPT PURPOSES 9,000

STONEHAM BUSINESS & COMMUNITY EDUCATIONAL FOUNDATION

17 LAWNDALE RD
STONEHAM,MA02180 		NOT RELATED PC EXEMPT PURPOSES 500

STONEHAM SABERS BASEBALL

27 DONEGAL WAY
MANSFIELD,MA02048 		NOT RELATED PC EXEMPT PURPOSES 250

STONEHAM THEATRE CORP

395 MAIN ST
STONEHAM,MA02180 		NOT RELATED PC EXEMPT PURPOSES 25,000

SUDBURY CO-OPERATIVE PRE SCHOOL

26 CONCORD RD
SUDBURY,MA01776 		NOT RELATED PC EXEMPT PURPOSES 1,000

SUPPORTING SINGLE PARENTS

PO BOX 130
READING,MA01867 		NOT RELATED PC EXEMPT PURPOSES 1,000

SUTTON RESIDENCE FOR WOMEN IN PEABODY

7 SEWALL ST
PEABODY,MA01960 		NOT RELATED PC EXEMPT PURPOSES 1,000

TABERNACLE EVANGELIQUE DE LOUANGE INC

74 FRANKLIN ST UNIT 2
PEABODY,MA01960 		NOT RELATED PC EXEMPT PURPOSES 1,000

THE CAMBODIAN MUTUAL ASSISTANCE ASSOCIATION OF GREATER LOWELL INC

465 SCHOOL STREET
LOWELL,MA01851 		NOT RELATED PC EXEMPT PURPOSES 500

THE COMMUNITY HOUSE INC

284 BAY RD
SOUTH HAMILTON,MA01982 		NOT RELATED PC EXEMPT PURPOSES 5,000

THE FULLER HOUSE OF STONEHAM

32 FRANKLIN ST
STONEHAM,MA02180 		NOT RELATED PC EXEMPT PURPOSES 5,000

THE HOUSE OF THE SEVEN GABLES

115 DERBY ST
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSES 5,000

THE JOHN ESTRELLA FOUNDATION FOR CANCER RESEARCH

3 SEWARD AVE
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSES 400

THE LOWELL PLAN

660 SUFFOLK ST STE 120
LOWELL,MA01854 		NOT RELATED PC EXEMPT PURPOSES 3,000

THE OPEN DOOR CAPE ANN FOOD PANTRY INC

28 EMERSON AVE
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSES 2,500

THE PAN MASS CHALLENGE

77 4TH AVENUE
NEEDHAM HEIGHTS,MA02494 		NOT RELATED PC EXEMPT PURPOSES 500

THE SALEM ATHENAEUM

337 ESSEX ST
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSES 5,000

THE THOMAS E SMITH FIGHT TO CURE PARALYSIS FOUNDATION

PO BOX 1624
ANDOVER,MA01810 		NOT RELATED PC EXEMPT PURPOSES 3,000

THINK OF MICHAEL

18 PARTRIDGE LN
LYNNFIELD,MA01940 		NOT RELATED PC EXEMPT PURPOSES 3,000

TIMMYS ANGELS

8747 S CICERO AVE
HOMETOWN,IL60456 		NOT RELATED PC EXEMPT PURPOSES 500

UP WITH BOOKS INC

184 DUCK POND DR
GROTON,MA01450 		NOT RELATED PC EXEMPT PURPOSES 500

URBAN EDGE HOUSING CORP

1542 COLUMBUS AVE
BOSTON,MA02119 		NOT RELATED PC EXEMPT PURPOSES 1,500

VETERANS DAY MEMORIAL RUN

49 PERKINS ST
STONEHAM,MA02180 		NOT RELATED PC EXEMPT PURPOSES 500

VNA HOSPICE CARE INC

120 THOMAS ST
WORCESTER,MA01608 		NOT RELATED PC EXEMPT PURPOSES 1,000

WAYSTONE HEALTH & HUMAN SERVICES

439 SOUTH UNION ST 401
LAWRENCE,MA01843 		NOT RELATED PC EXEMPT PURPOSES 1,125

WELLSPRING HOUSE INC

302 ESSEX AVE
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSES 1,500

WEST END HOUSE INC

105 ALLSTON ST
ALLSTON,MA02134 		NOT RELATED PC EXEMPT PURPOSES 6,375

WICKED RUNNING CLUB INC

PO BOX 601
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSES 100

WILMINGTON LITTLE LEAGUE

59 ASHWOOD AVE
WILMINGTON,MA01887 		NOT RELATED PC EXEMPT PURPOSES 500

WINDRUSH FARM THERAPEUTIC EQUITATION INC

479 LACY ST
NORTH ANDOVER,MA01845 		NOT RELATED PC EXEMPT PURPOSES 3,000

WOBURN COMMUNITY EDUCATION FOUNDATION

PO BOX 581
WOBURN,MA01801 		NOT RELATED PC EXEMPT PURPOSES 1,062

WOBURN HOST LIONS CHARITIES INC

PO BOX 81
WOBURN,MA01801 		NOT RELATED PC EXEMPT PURPOSES 1,000

WOBURN HOST LIONS CHARITIES INC

PO BOX 81
WOBURN,MA01801 		NOT RELATED PC EXEMPT PURPOSES 1,000

WOMENS FRIEND SOCIETY

12 HAWTHORNE BLVD
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSES 1,000

WOMENS LEAGUE OF READING

PO BOX 895
READING,MA01867 		NOT RELATED PC EXEMPT PURPOSES 500

YMCA OF GREATER BOSTON

316 HUNTINGTON AVE
BOSTON,MA02115 		NOT RELATED PC EXEMPT PURPOSES 2,500

YMCA OF METRO NORTH INC

2 CENTENNIAL DR STE 4A
PEABODY,MA01960 		NOT RELATED PC EXEMPT PURPOSES 2,500

YMCA OF NEWBURYPORT

13 MARKET ST
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSES 1,000

YMCA OF THE NORTH SHORE

245 CABOT ST
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSES 1,550

YMCA OF THE NORTH SHORE

245 CABOT ST
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSES 5,000

YOUTH BASEBALL LEAGUES OF TEWKSBURY INC - VOID

90 CHANDLER ST
TEWKSBURY,MA01876 		NOT RELATED PC EXEMPT PURPOSES -300

YWCA NORTHEASTERN MASSACHUSETTS INC

38 LAWRENCE ST
LAWRENCE,MA01840 		NOT RELATED PC EXEMPT PURPOSES 1,900
Total .................................right arrow 3a 580,223
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 24,753  
4 Dividends and interest from securities ....     14 264,817  
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 ............ 		    18 926,928  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,216,498 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,216,498
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
Name of the organization
SALEM FIVE CHARITABLE FOUNDATION INC
 
Employer identification number

04-3342405
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
SALEM FIVE CHARITABLE FOUNDATION INC
  		Employer identification number
04-3342405
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
SALEM FIVE CENTS SAVINGS BANK
 
210 ESSEX ST
 
SALEM, MA01970

$ 2,701,256


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
SALEM FIVE CHARITABLE FOUNDATION INC
  		Employer identification number

04-3342405
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
 VARIOUS SECURITIES $ 2,591,256 2023-09-22
(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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
SALEM FIVE CHARITABLE FOUNDATION INC
  		Employer identification number

04-3342405
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
SALEM FIVE CHARITABLE FOUNDATION INC
EIN:
04-3342405
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 2,000 0   2,000

TY 2023 InvestmentsCorpStockSchedule
Name:
SALEM FIVE CHARITABLE FOUNDATION INC
EIN:
04-3342405
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE/MUNICIPAL BONDS 3,552,285 3,557,229
EQUITY 10,758,718 14,845,524

TY 2023 OtherAssetsSchedule
Name:
SALEM FIVE CHARITABLE FOUNDATION INC
EIN:
04-3342405
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OTHER ASSETS 116,046 36,995 36,995


TY 2023 OtherExpensesSchedule
Name:
SALEM FIVE CHARITABLE FOUNDATION INC
EIN:
04-3342405
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MA FILING FEE 70 0   70


TY 2023 OtherProfessionalFeesSchedule
Name:
SALEM FIVE CHARITABLE FOUNDATION INC
EIN:
04-3342405
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISORY FEE 68,623 68,623   0
ASSETS FEE 2,784 2,784   0