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
ROCKLAND TRUST CHARITABLE FOUNDATION
INC
Number and street (or P.O. box number if mail is not delivered to street address)288 UNION STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROCKLAND, MA02370
A Employer identification number

20-2668833
B Telephone number (see instructions)

(781) 982-6100
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$50,266,676J 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) 5,468
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,229,216 1,229,217  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 628,725
b Gross sales price for all assets on line 6a 16,810,877
7 Capital gain net income (from Part IV, line 2)... 628,725
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
List of Attached Documents:
// Content
15,229 0  
12 Total. Add lines 1 through 11........ 1,878,638 1,857,942  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 7,000 0   7,000
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
15,800 0   15,800
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
513,698 186,808   326,890
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
26,489 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
List of Attached Documents:
// Content
46,613 0   46,613
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 609,600 186,808   396,303
25 Contributions, gifts, grants paid....... 2,462,769 2,437,583
26 Total expenses and disbursements. Add lines 24 and 25 3,072,369 186,808   2,833,886
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,193,731
b Net investment income (if negative, enter -0-) 1,671,134
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............. 406,293 27,620 27,620
2 Savings and temporary cash investments......... 691,562 587,724 587,724
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) 8,344,506 Click to see attachment
List of Attached Documents:
// Content
9,582,321 		9,582,321
b Investments—corporate stock (attach schedule)....... 25,653,311 Click to see attachment
List of Attached Documents:
// Content
28,074,153 		28,074,153
c Investments—corporate bonds (attach schedule)....... 12,335,788 Click to see attachment
List of Attached Documents:
// Content
11,994,858 		11,994,858
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 47,431,460 50,266,676 50,266,676
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 347,000 749,685
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)......... 347,000 749,685
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 47,084,460 49,516,991
29 Total net assets or fund balances (see instructions)..... 47,084,460 49,516,991
30 Total liabilities and net assets/fund balances (see instructions). 47,431,460 50,266,676
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
47,084,460
2
Enter amount from Part I, line 27a .....................
2
-1,193,731
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,001,083
4
Add lines 1, 2, and 3 ..........................
4
49,891,812
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
374,821
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
49,516,991
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 SALE OF ST INVESTMENTS P    
b SALE OF LT INVESTMENTS P    
c CAPITAL GAINS DIVIDENDS P    
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 3,850,834   3,855,660 -4,826
b 12,912,788   12,326,492 586,296
c 47,255     47,255
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       -4,826
b       586,296
c       47,255
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 2 628,725
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 23,229
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 23,229
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 23,229
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 21,916
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 21,916
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 1,313
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 arrowWWW.ROCKLANDTRUST.COM
14
The books are in care ofright arrowALEXANDRA ANTONINO Telephone no.right arrow (781) 982-6490

Located atright arrow288 UNION STROCKLANDMA ZIP+4right arrow02370
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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
 
No
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
EDWARD H SEKSAY PRESIDENT/DIRECTOR (RESIGNED 06/14/23)
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
ALEXANDRA ANTONINO TREASURER
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
JEANNE L TRAVERS CLERK
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
DAVID HOUSTON DIRECTOR
1.00 		2,500 0 0
288 UNION STREET
ROCKLAND,MA02370
ALASTAIR IRONSIDE PRESIDENT/DIRECTOR
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
MARGARET MCCARTHY DIRECTOR
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
EDWARD MERRITT DIRECTOR (RESIGNED 12/04/2023)
1.00 		2,000 0 0
288 UNION STREET
ROCKLAND,MA02370
GERARD NADEAU DIRECTOR
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
PATRICIA NATALE DIRECTOR
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
JEFFREY SMITH DIRECTOR (RESIGNED 07/02/2023)
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
SCOTT SMITH DIRECTOR
1.00 		2,500 0 0
288 UNION STREET
ROCKLAND,MA02370
STEPHEN JANECZKO ASSISTANT TREASURER
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
ANDREA BOROWIECKI VP CHARITABLE GIVING & COMMUNITY ENGAG
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
JENNIFER BANKS-GOULART DIRECTOR (AS OF 06/14/2023)
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
SHEFALI DESAI DIRECTOR (AS OF 06/14/2023)
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
LAUREN MAHONEY DIRECTOR (AS OF 06/14/2023)
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
WILLIAM MAHONEY DIRECTOR (AS OF 06/14/2023)
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
EMILY MCDONALD DIRECTOR (AS OF 06/14/2023)
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
MARK MENDES DIRECTOR (AS OF 06/14/2023)
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
CHERYL SPILLANE DIRECTOR (AS OF 06/14/2023)
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
JOSEPH TAVARES DIRECTOR (AS OF 06/14/2023)
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
HANWAR HARNETT DIRECTOR (AS OF 06/14/2023)
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................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
ROCKLAND TRUST ADMINISTRATIVE 210,000
288 UNION STREET
ROCKLAND,MA02370
ROCKLAND TRUST INVESTMENT MANAGEMENT 186,808
288 UNION STREET
ROCKLAND,MA02370
SCHOLARSHIP AMERICA INC SCHOLARSHIP MANAGEMENT FEES 116,890
PO BOX 772514
DETROIT,MI04827
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
48,367,817
b
Average of monthly cash balances.......................
1b
348,330
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
48,716,147
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
48,716,147
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
730,742
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
47,985,405
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,399,270
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
2,399,270
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
23,229
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
23,229
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,376,041
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,376,041
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
2,376,041
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
2,833,886
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
2,833,886
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 2,376,041
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...... 216,671
b From 2019...... 295,972
c From 2020...... 442,289
d From 2021...... 119,051
e From 2022...... 237,433
f Total of lines 3a through e ........ 1,311,416
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,833,886
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..... 2,376,041
e Remaining amount distributed out of corpus 457,845
5 Excess distributions carryover applied to 2023. 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 1,769,261
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) ... 		216,671
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,552,590
10 Analysis of line 9:
a Excess from 2019.... 295,972
b Excess from 2020.... 442,289
c Excess from 2021.... 119,051
d Excess from 2022.... 237,433
e Excess from 2023.... 457,845
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:
JEANNE TRAVERS
288 UNION STREET
ROCKLAND,MA02370
(781) 982-6637
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS AVAILABLE AT 288 UNION STREET, ROCKLAND, MA 02370.
cAny submission deadlines:
SEE APPLICATIONS FOR VARIOUS DEADLINES.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ROCKLAND TRUST CHARITABLE FOUNDATION AWARDS GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS THAT MEET OUR GIVING GUIDELINES AND ARE LOCATED IN OR BENEFIT OUR SERVICE AREA.
Form 990-PF (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

ABBY KELLEY FOSTER HOUSE INC

52 HIGH STREET
WORCESTER,MA01609 		NOT RELATED PC EXEMPT PURPOSE 5,000

ACTION FOR BOSTON COMMUNITY DEVELOPMENT

178 TREMONT STREET
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSE 2,500

ADULT & TEEN CHALLENGE NEW ENGLAND AND NEW JERSEY

81 CHATHAM ST
WORCESTER,MA01609 		NOT RELATED PC EXEMPT PURPOSE 2,500

ADVOCATES

1881 WORCESTER ROAD
FRAMINGHAM,MA01701 		NOT RELATED PC EXEMPT PURPOSE 15,000

AFRICAN CULTURAL SERVICES INC

703 MAIN STREET
WALTHAM,MA02451 		NOT RELATED PC EXEMPT PURPOSE 15,000

AGASSIZ BALDWIN COMMUNITY

20 SACRAMENTO ST
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 15,000

ALDEN KINDRED OF AMERICA INC

105 ALDEN STREET
DUXBURY,MA02331 		NOT RELATED PC EXEMPT PURPOSE 3,000

ALL DORCHESTER SPORTS & LEADERSHIP INC

1565 DORCHESTER AVE
DORCHESTER,MA02122 		NOT RELATED PC EXEMPT PURPOSE 5,000

ALLSTON BRIGHTON COMM DEV CORP

18R SHEPARD STREET
BRIGHTON,MA02135 		NOT RELATED PC EXEMPT PURPOSE 5,000

AMERICAN TRAINING INC

6 CAMPANELLI DRIVE
ANDOVER,MA01810 		NOT RELATED PC EXEMPT PURPOSE 10,000

AMOS HOUSE

460 PINE STREET
PROVIDENCE,RI02907 		NOT RELATED PC EXEMPT PURPOSE 5,000

AMPLIFY POC CAPE COD

68 STARBUCK LANE
YARMOUTHPORT,MA02675 		NOT RELATED PC EXEMPT PURPOSE 5,000

APPRENTICE LEARNING INC

745 CENTRE ST PO BOX 3000-68
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSE 7,500

AQUIDNECK LAND TRUST

790 AQUIDNECK AVENUE
MIDDLETOWN,RI02842 		NOT RELATED PC EXEMPT PURPOSE 5,000

ARTISTS FOR HUMANITY

100 WEST SECOND STREET
BOSTON,MA02127 		NOT RELATED PC EXEMPT PURPOSE 5,000

AS220

95 MATHEWSON STREET
PROVIDENCE,RI02903 		NOT RELATED PC EXEMPT PURPOSE 5,000

ATTLEBORO AREA INTERFAITH COLLABORATIVE

44 PECK STREET
ATTLEBORO,MA02703 		NOT RELATED PC EXEMPT PURPOSE 5,000

BACKPACKS FOR NEW BEGINNINGS INC

9 MINUTEMAN ROAD
MEDFIELD,MA02052 		NOT RELATED PC EXEMPT PURPOSE 2,500

BEACON ACADEMY

814 SOUTH STREET
BOSTON,MA02131 		NOT RELATED PC EXEMPT PURPOSE 5,000

BEACON COMMUNITIES CHARITABLE FUND

125 MERCER ST
BOSTON,MA02127 		NOT RELATED PC EXEMPT PURPOSE 5,000

BELONGING TO EACH OTHER INC

101 TOWN HALL
FALMOUTH,MA02540 		NOT RELATED PC EXEMPT PURPOSE 5,000

BEN SPEAKS LOUDER THAN WORDS

360 WOODLAND STREET
HOLLISTON,MA01746 		NOT RELATED PC EXEMPT PURPOSE 3,200

BIG BROTHERS BIG SISTERS OF CENTRAL MASS & METROWEST INC

18 CHESTNUT STREET
WORCESTER,MA01608 		NOT RELATED PC EXEMPT PURPOSE 5,000

BIG BROTHERS BIG SISTERS OF RHODE ISLAND INC

188 VALLEY STREET
PROVIDENCE,RI02909 		NOT RELATED PC EXEMPT PURPOSE 23,200

BLACKBAUD GIVING FUND

65 FAIRCHILD STREET
CHARLESTON,SC29492 		NOT RELATED PC EXEMPT PURPOSE 25,038

BOSTON CHILDREN'S CHORUS INC

20 OLD COLONY
BOSTON,MA02127 		NOT RELATED PC EXEMPT PURPOSE 5,000

BOSTON CHINATOWN NEIGHBORHOOD CENTER

38 ASH STREET
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSE 25,000

BOSTON CITY LIGHTS FOUNDATION INC

1154 WASHINGTON STREET
BOSTON,MA02118 		NOT RELATED PC EXEMPT PURPOSE 2,500

BOSTON COLLEGE HIGH SCHOOL

150 MORRISSEY BOULEVARD
BOSTON,MA02125 		NOT RELATED PC EXEMPT PURPOSE 25,000

BOSTON GREEN ACADEMY FOUNDATION

20 WARREN STREET
BRIGHTON,MA021353692 		NOT RELATED PC EXEMPT PURPOSE 3,000

BOSTON MUSIC PROJECT

PO BOX 180772
BOSTON,MA02118 		NOT RELATED PC EXEMPT PURPOSE 5,000

BOSTON PARTNERS IN EDUCATION

44 FARNSWORTH ST
BOSTON,MA02210 		NOT RELATED PC EXEMPT PURPOSE 5,000

BOTTOM LINE (BL)

500 AMORY STREET
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSE 5,000

BOYS & GIRLS CLUB OF CAPE COD INC

PO BOX 895
MASHPEE,MA02649 		NOT RELATED PC EXEMPT PURPOSE 5,000

BOYS & GIRLS CLUB OF DORCHESTER INC

35 DEER STREET
DORCHESTER,MA02125 		NOT RELATED PC EXEMPT PURPOSE 10,000

BOYS & GIRLS CLUB OF FALL RIVER

803 BEDFORD STREET
FALL RIVER,MA02723 		NOT RELATED PC EXEMPT PURPOSE 5,000

BOYS & GIRLS CLUB OF GREATER SALEM

29 HIGHLAND AVENUE PO BOX 24
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSE 10,000

BOYS & GIRLS CLUB OF PAWTUCKET

ONE MOELLER PLACE
PAWTUCKET,RI02860 		NOT RELATED PC EXEMPT PURPOSE 2,500

BOYS & GIRLS CLUB OF PROVIDENCE

550 WICKENDEN STREET
PROVIDENCE,RI02903 		NOT RELATED PC EXEMPT PURPOSE 7,500

BOYS & GIRLS CLUB OF STONEHAM INC

15 DALE COURT
STONEHAM,MA02180 		NOT RELATED PC EXEMPT PURPOSE 5,000

BOYS & GIRLS CLUBS OF METRO SOUTH

19 COURT STREET
TAUNTON,MA02780 		NOT RELATED PC EXEMPT PURPOSE 5,000

BREAD & ROSES HOUSING INC

15 UNION ST SUITE 205
LAWRENCE,MA01840 		NOT RELATED PC EXEMPT PURPOSE 2,500

BROCKTON AREA MULTI-SERVICES

10 CHRISTYS DRIVE
BROCKTON,MA02301 		NOT RELATED PC EXEMPT PURPOSE 5,000

BROCKTON HOSPITAL INC

680 CENTRE STREET
BROCKTON,MA02302 		NOT RELATED PC EXEMPT PURPOSE 30,000

BROCKTON NEIGHBORHOOD HEALTH CENTER INC

63 MAIN ST
BROCKTON,MA02301 		NOT RELATED PC EXEMPT PURPOSE 15,000

BUILDING FUTURES INC

630A PLANTATION STREET
WORCESTER,MA01605 		NOT RELATED PC EXEMPT PURPOSE 2,500

BUSINESSES UNITED IN INVESTING LENDING AND DEVELOPMENT

198 TREMONT ST 251
BOSTON,MA02116 		NOT RELATED PC EXEMPT PURPOSE 5,000

BUTTON HOLE

ONE BUTTON HOLE
PROVIDENCE,RI02909 		NOT RELATED PC EXEMPT PURPOSE 4,000

CALMER CHOICE

23 F WEST
OSTERVILLE,MA02655 		NOT RELATED PC EXEMPT PURPOSE 2,500

CAMBRIDGE COLLEGE INC

500 RUTHERFORD AVENUE
BOSTON,MA021291667 		NOT RELATED PC EXEMPT PURPOSE 5,000

CAMBRIDGE FAMILY & CHILDREN'S SERVICE (CFCS) (BRIDGES HOMEWARD)

60 GORE STREET
CAMBRIDGE,MA02141 		NOT RELATED PC EXEMPT PURPOSE 5,000

CANDORFUL INC

30 FRANKLIN STREET
MALDEN,MA02148 		NOT RELATED PC EXEMPT PURPOSE 2,500

CAPE COD BLUE ECONOMY FOUNDATION INC

5 PATTI PAGE
CENTERVILLE,MA02632 		NOT RELATED PC EXEMPT PURPOSE 20,000

CAPE COD BRITE LIGHTS INC

PO BOX 286
WEST YARMOUTH,MA02673 		NOT RELATED PC EXEMPT PURPOSE 1,000

CAPE COD COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC

2240 IYANNOUGH RD
W BARNSTABLE,MA02668 		NOT RELATED PC EXEMPT PURPOSE 13,450

CAPE COD HEALTHCARE INC

32 MAIN STREET
HYANNIS,MA02601 		NOT RELATED PC EXEMPT PURPOSE 2,500

CAPE COD PRIDE INC

PO BOX 246
MASHPEE,MA02649 		NOT RELATED PC EXEMPT PURPOSE 2,000

CARDINAL CUSHING CENTERS INC

405 WASHINGTON STREET
HANOVER,MA02339 		NOT RELATED PC EXEMPT PURPOSE 10,000

CARE DIMENSIONS

75 SYLVAN STREET
DANVERS,MA01923 		NOT RELATED PC EXEMPT PURPOSE 5,000

CARITAS COMMUNITIES INC

25 BRAINTREE HILL PARK SUITE 206
BRAINTREE,MA02184 		NOT RELATED PC EXEMPT PURPOSE 5,000

CASA MYRNA VASQUEZ INC

451 BLUE HILL
DORCHESTER,MA02121 		NOT RELATED PC EXEMPT PURPOSE 5,000

CATHOLIC CHARITIES DIOCESE OF WORCESTER INC

10 HAMMOND STREET
WORCESTER,MA01610 		NOT RELATED PC EXEMPT PURPOSE 5,000

CENTER FOR ARTS AT THE ARMORY

191 HIGHLAND AVE SUITE 1-C
SOMERVILLE,MA02143 		NOT RELATED PC EXEMPT PURPOSE 5,000

CENTRE STREET FOOD PANTRY INC

11 HOMER STREET
NEWTON CENTER,MA02459 		NOT RELATED PC EXEMPT PURPOSE 2,500

CHAMP HOMES INC

82 SCHOOL ST
HYANNIS,MA02601 		NOT RELATED PC EXEMPT PURPOSE 7,500

CHARITY GUILD INC

501 MAIN STREET
BROCKTON,MA02301 		NOT RELATED PC EXEMPT PURPOSE 2,500

CHILD & FAMILY SERVICES INC

3057 ACUSHNET AVE
NEW BEDFORD,MA02745 		NOT RELATED PC EXEMPT PURPOSE 3,000

CHILDREN'S FRIEND & SERVICE

153 SUMMER STREET
PROVIDENCE,RI02903 		NOT RELATED PC EXEMPT PURPOSE 2,500

CHILDREN'S INVESTMENT FUND INC

18 TREMONT STREET
BOSTON,MA02108 		NOT RELATED PC EXEMPT PURPOSE 10,000

CHRYSTINE M SULLIVAN MEMORIAL FUND INC

PO BOX 762
HANOVER,MA02339 		NOT RELATED PC EXEMPT PURPOSE 2,500

CIRCLE OF HOPE INC

PO BOX 920724 1329 HIGHLAND AVE
NEEDHAM,MA02492 		NOT RELATED PC EXEMPT PURPOSE 12,500

CITIZENS' HOUSING AND PLANNING ASSOCIATION

ONE BEACON STREET
BOSTON,MA02108 		NOT RELATED PC EXEMPT PURPOSE 5,000

CITIZENS INN

81 MAIN STREET
PEABODY,MA01960 		NOT RELATED PC EXEMPT PURPOSE 5,000

COACHING FOR CHANGE INC

427 WINTHROP STREET
TAUNTON,MA02780 		NOT RELATED PC EXEMPT PURPOSE 10,000

COASTAL FOODSHED INC

127 W RODNEY FRENCH BLVD
NEW BEDFORD,MA02744 		NOT RELATED PC EXEMPT PURPOSE 5,000

CODMAN ACADEMY FOUNDATION

637 WASHINGTON STREET
DORCHESTER,MA02124 		NOT RELATED PC EXEMPT PURPOSE 5,000

CODMAN SQUARE HEALTH CENTER INC

637 WASHINGTON STREET
DORCHESTER,MA02124 		NOT RELATED PC EXEMPT PURPOSE 5,000

COHASSET CENTER FOR STUDENT COASTAL RESEARCH INC

40 PARKER AVENUE
COHASSET,MA02025 		NOT RELATED PC EXEMPT PURPOSE 1,000

COLLEGE LIGHT OPERA COMPANY INC

58 HIGHFIELD DRIVE
FALMOUTH,MA02540 		NOT RELATED PC EXEMPT PURPOSE 2,500

COLLEGE VISIONS

131 WASHINGTON STREET
PROVIDENCE,RI02903 		NOT RELATED PC EXEMPT PURPOSE 5,000

COMMONWEALTH KITCHEN INC

196 QUINCY STREET
DORCHESTER,MA02121 		NOT RELATED PC EXEMPT PURPOSE 5,000

COMMUNITY COOKS INC

337 SOMERVILLE AVENUE
SOMERVILLE,MA02143 		NOT RELATED PC EXEMPT PURPOSE 2,500

COMMUNITY MENTORING TEAM

100 CAMBRIDGE STREET
BOSTON,MA02114 		NOT RELATED PC EXEMPT PURPOSE 25,000

COMMUNITY ROWING INC

20 NONANTUM ROAD
BRIGHTON,MA02135 		NOT RELATED PC EXEMPT PURPOSE 5,000

COMMUNITY SERVINGS INC

179 AMORY STREET
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSE 5,000

CRADLES TO CRAYONS INC

281 NEWTONVILLE AVENUE
NEWTON,MA02460 		NOT RELATED PC EXEMPT PURPOSE 5,000

CRISTO REY BOSTON HIGH SCHOOL

100 SAVIN HILL
DORCHESTER,MA02125 		NOT RELATED PC EXEMPT PURPOSE 5,000

CROCODILE RIVER MUSIC INC

44 PORTLAND STREET NO 7
WORCESTER,MA01608 		NOT RELATED PC EXEMPT PURPOSE 2,500

CROSSROADS FOR KIDS INC

119 MYRTLE STREET
DUXBURY,MA02332 		NOT RELATED PC EXEMPT PURPOSE 25,000

CROSSROADS RHODE ISLAND

160 BROAD STREET
PROVIDENCE,RI02903 		NOT RELATED PC EXEMPT PURPOSE 5,000

DCF KIDS FUND INC AKA WONDERFUND

600 WASHINGTON STREET
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSE 10,000

DEDHAM COMMUNITY ASSOCIATION INC

671 HIGH STREET
DEDHAM,MA02026 		NOT RELATED PC EXEMPT PURPOSE 2,500

DIMOCK COMMUNITY FOUNDATION INC

55 DIMOCK STREET
ROXBURY,MA02119 		NOT RELATED PC EXEMPT PURPOSE 10,000

DOC WAYNE YOUTH SERVICES

418 COMMONWEALTH AVENUE
BOSTON,MA02215 		NOT RELATED PC EXEMPT PURPOSE 5,000

DOVE INC

159 THOMAS BURGIN
QUINCY,MA02269 		NOT RELATED PC EXEMPT PURPOSE 15,000

DRESS FOR SUCCESS WORCESTER INC

120 STAFFORD STREET
WORCESTER,MA01603 		NOT RELATED PC EXEMPT PURPOSE 5,000

DUXBURY BEACH RESERVATION INC

457 WASHINGTON STREET
DUXBURY,MA02332 		NOT RELATED PC EXEMPT PURPOSE 5,000

EDEN

717 SOUTH ST
ROSLINDALE,MA02131 		NOT RELATED PC EXEMPT PURPOSE 25,000

EAST BOSTON SOCIAL CENTER

68 CENTRAL SQUARE
EAST BOSTON,MA02128 		NOT RELATED PC EXEMPT PURPOSE 5,000

EASTER SEALS MASSACHUSETTS INC

18 CHESTNUT STREET
WORCESTER,MA01608 		NOT RELATED PC EXEMPT PURPOSE 10,250

EASTIE FARM

213 WEBSTER ST
BOSTON,MA02128 		NOT RELATED PC EXEMPT PURPOSE 2,500

ECUMENICAL SOCIAL ACTION COMMITTEE

434 JAMAICAWAY
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSE 5,000

EDVESTORS INC

142 BERKELEY ST
BOSTON,MA02116 		NOT RELATED PC EXEMPT PURPOSE 2,500

ELDER SERVICES OF CAPE COD AND THE ISLANDS INC

68 ROUTE 134
SOUTH DENNIS,MA02660 		NOT RELATED PC EXEMPT PURPOSE 5,000

ELEVATE YOUTH INC

89 SOUTH STREET SUITE 203
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSE 2,500

ELIZABETH STONE HOUSE INC

ONE WESTMINSTER AVENUE
ROXBURY,MA02119 		NOT RELATED PC EXEMPT PURPOSE 5,000

ENGLISH AT LARGE INC

800 WEST CUMMINGS
WOBURN,MA01801 		NOT RELATED PC EXEMPT PURPOSE 5,000

ENGLISH FOR NEW BOSTONIANS

105 CHAUNCY ST 4TH FLOOR
BOSTON,MA20111 		NOT RELATED PC EXEMPT PURPOSE 5,000

ENTREPRENEURSHIP FOR ALL - CAPE COD

100 INDEPENDENCE DR SUITE 7 - 217
HYANNIS,MA02601 		NOT RELATED PC EXEMPT PURPOSE 10,000

EPIPHANY SCHOOL

154 CENTRE STREET
DORCHESTER,MA02124 		NOT RELATED PC EXEMPT PURPOSE 3,000

ESPERANZA ACADEMY

198 GARDEN STREET
LAWRENCE,MA01840 		NOT RELATED PC EXEMPT PURPOSE 7,500

FAIRWINDS-NANTUCKET'S COUNSELING CENTER

20 VESPER LANE LANE L-1
NANTUCKET,MA02554 		NOT RELATED PC EXEMPT PURPOSE 5,000

FALL RIVER DEACONESS HOME

259 PROSPECT ST
FALL RIVER,MA02720 		NOT RELATED PC EXEMPT PURPOSE 5,000

FALMOUTH SERVICE CENTER INC

611 GIFFORD ST
FALMOUTH,MA02541 		NOT RELATED PC EXEMPT PURPOSE 10,000

FAMILIES FIRST PARENTING PROGRAMS

50 HUNT STREET
WATERTOWN,MA02472 		NOT RELATED PC EXEMPT PURPOSE 5,000

FAMILY EQUALITY COUNCIL

475 PARK AVENUE SOUTH SUITE 2100
NEW YORK,NY10016 		NOT RELATED PC EXEMPT PURPOSE 5,000

FAMILY PANTRY OF CAPE COD CORP

133 QUEEN ANNE
HARWICH,MA02645 		NOT RELATED PC EXEMPT PURPOSE 2,500

FAMILY TABLE COLLABORATIVE INC

C/O GLIVINSKI 261 WHITES PATH
SOUTH YARMOUTH,MA02664 		NOT RELATED PC EXEMPT PURPOSE 2,500

FAMILYAID BOSTON INC

3815 WASHINGTON ST
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSE 30,000

FARM AND COMMUNITY COLLABORATIVE INC

2 MARK TWAIN
LAKEVILLE,MA02347 		NOT RELATED PC EXEMPT PURPOSE 2,500

FATHER BILL'S AND MAINSPRING

430 BELMONT STREET
BROCKTON,MA02301 		NOT RELATED PC EXEMPT PURPOSE 25,000

FENWAY COMMUNITY HEALTH CENTER INC

1340 BOYLSTON STREET
BOSTON,MA02215 		NOT RELATED PC EXEMPT PURPOSE 5,000

FITMONEY

1188 CENTRE STREET
NEWTON,MA02459 		NOT RELATED PC EXEMPT PURPOSE 5,000

FONTBONNE ACADEMY

930 BROOK RD
MILTON,MA02186 		NOT RELATED PC EXEMPT PURPOSE 10,000

FOUND IN TRANSLATION

1532B DORCHESTER AVE
DORCHESTER,MA02122 		NOT RELATED PC EXEMPT PURPOSE 5,000

FOUNDATION FOR UNDERWAY EXPERIENTIAL LEARNING

75 SUMMER ST
VINEYARD HVN,MA025686365 		NOT RELATED PC EXEMPT PURPOSE 5,000

FREEDOM HOUSE INC

5 CRAWFORD STREET
BOSTON,MA02121 		NOT RELATED PC EXEMPT PURPOSE 25,000

FRIENDS OF BOSTON'S HOMELESS

12 WISE STREET
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSE 10,000

FRIENDS OF FRANKLIN ELDERS INC

10 DANIEL MCCHAILL
FRANKLIN,MA02038 		NOT RELATED PC EXEMPT PURPOSE 1,000

FRIENDS OF NORTHSHORE EDUCATION CONSORTIUM

112 SOHIER ROAD
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 5,000

FRIENDS OF ST STEPHENS YOUTH PROGRAMS INC

419 SHAWMUT AVE
BOSTON,MA02118 		NOT RELATED PC EXEMPT PURPOSE 15,000

FRIENDS OF THE CHILDREN - BOSTON INC

184 DUDLEY STREET SUITE 100
ROXBURY,MA021192556 		NOT RELATED PC EXEMPT PURPOSE 5,000

FRIENDS OF THE FALL RIVER PUBLIC LIBRARY INC

104 NORTH MAIN
FALL RIVER,MA02720 		NOT RELATED PC EXEMPT PURPOSE 3,612

FRIENDSHIP HOME INC

458 MAIN STREET
NORWELL,MA02061 		NOT RELATED PC EXEMPT PURPOSE 10,000

FULLER CRAFT MUSEUM INC

455 OAK STREET
BROCKTON,MA02301 		NOT RELATED PC EXEMPT PURPOSE 2,500

GIRLS INC OF LYNN

50 HIGH STREET
LYNN,MA01902 		NOT RELATED PC EXEMPT PURPOSE 5,000

GLAD

18 TREMONT STREET
BOSTON,MA02108 		NOT RELATED PC EXEMPT PURPOSE 5,000

GREATER FALL RIVER RE-CREATION COMMITTEE INC

45 ROCK STREET FALL
FALL RIVER,MA02720 		NOT RELATED PC EXEMPT PURPOSE 3,000

GREATER NEW BEDFORD COMMUNITY HEALTH CENTER INC

874 PURCHASE STREET
NEW BEDFORD,MA02740 		NOT RELATED PC EXEMPT PURPOSE 20,000

HARBOR CITY SCHOOL

196 PUTNAM STREET
EAST BOSTON,MA02128 		NOT RELATED PC EXEMPT PURPOSE 1,000

HARBORCOV

PO BOX 505754
CHELSEA,MA02150 		NOT RELATED PC EXEMPT PURPOSE 5,000

HAWC

27 CONGRESS STREET
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSE 7,500

HEALTH IMPERATIVES INC

942 WEST CHESTNUT STREET
BROCKTON,MA02301 		NOT RELATED PC EXEMPT PURPOSE 5,000

HILDEBRAND FAMILY SELF HELP CENTER INC

614 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 10,000

HISPANIC-AMERICAN INSITUTE INC

175 WILLIAM F F HWY
BOSTON,MA02128 		NOT RELATED PC EXEMPT PURPOSE 10,000

HOME FOR LITTLE WANDERERS

10 GUEST STREET
BOSTON,MA02135 		NOT RELATED PC EXEMPT PURPOSE 10,000

HOMELESS PREVENTION COUNCIL INC

8 MAIN STREET
ORLEANS,MA02653 		NOT RELATED PC EXEMPT PURPOSE 5,000

HOPE AND COMFORT INC

659 HIGHLAND AVENUE
NEEDHAM,MA02494 		NOT RELATED PC EXEMPT PURPOSE 2,500

HOPE FLOATS HEALING & WELLNESS CENTER INC

4 ELM STREET
KINGSTON,MA02364 		NOT RELATED PC EXEMPT PURPOSE 5,000

HOPEHEALTH HOSPICE & PALLIATIVE CARE

1085 NORTH MAIN
PROVIDENCE,RI02904 		NOT RELATED PC EXEMPT PURPOSE 2,500

HOPKINTON CENTER FOR THE ARTS

98 HAYDEN ROWE
HOPKINTON,MA01748 		NOT RELATED PC EXEMPT PURPOSE 2,500

HORACE MANN EDUCATIONAL ASSOCIATES INC

8 FORGE PARK
FRANKLIN,MA02038 		NOT RELATED PC EXEMPT PURPOSE 10,000

HORIZONS FOR HOMELESS CHILDREN INC

1785 COLUMBUS AVE
ROXBURY,MA02119 		NOT RELATED PC EXEMPT PURPOSE 5,000

HOUSE OF POSSIBILITIES INC

350 WASHINGTON STREET
NORTH EASTON,MA023561202 		NOT RELATED PC EXEMPT PURPOSE 10,000

HOUSING ASSISTANCE CORPORATION

460 WEST MAIN STREET
HYANNIS,MA02601 		NOT RELATED PC EXEMPT PURPOSE 15,000

HOUSING FAMILIES INC

919 EASTERN AVENUE
MALDEN,MA02148 		NOT RELATED PC EXEMPT PURPOSE 5,000

HULL LIFESAVING MUSEUM INC

1117 NANTASKET AVENUE
HULL,MA02045 		NOT RELATED PC EXEMPT PURPOSE 2,500

HYDE PARK MAIN STREETS INC

11 FAIRMOUNT AVE
HYDE PARK,MA02136 		NOT RELATED PC EXEMPT PURPOSE 5,000

HYDE SQUARE TASK FORCE INC

30 SUNNYSIDE STREET
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSE 5,000

IMMIGRANT LEARNING CENTER INC (ILC)

442 MAIN STREET
MALDEN,MA02148 		NOT RELATED PC EXEMPT PURPOSE 5,000

INDEPENDENCE HOUSE INC

160 BASSETT LANE
HYANNIS,MA02645 		NOT RELATED PC EXEMPT PURPOSE 10,000

INSPIRING MINDS

65 PAVILION AVENUE
PROVIDENCE,RI02905 		NOT RELATED PC EXEMPT PURPOSE 15,000

INSTITUTE FOR ENERGY AND SUSTAINABILITY INC

44 PORTLAND ST FLOOR 4
WORCESTER,MA01608 		NOT RELATED PC EXEMPT PURPOSE 5,000

ISLAND GROWN INITIATIVE LTD

80 STONEY HILL
VINEYARD HAVEN,MA02568 		NOT RELATED PC EXEMPT PURPOSE 2,500

ISLAND HOUSING TRUST CORPORATION

21 MECHANIC STREET
VINEYARD HAVEN,MA02568 		NOT RELATED PC EXEMPT PURPOSE 25,000

ITALIAN HOME FOR CHILDREN

1125 CENTRE STREET
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSE 10,000

JAMAICA PLAIN NEIGHBORHOOD DEVELOPMENT CORPORATION

31 GERMANIA ST
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSE 12,500

JEWISH FAMILY AND CHILDREN'S SERVICE

1430 MAIN ST
WALTHAM,MA02451 		NOT RELATED PC EXEMPT PURPOSE 2,500

JEWISH VOCATIONAL SERVICES

75 FEDERAL STREET
BOSTON,MA02110 		NOT RELATED PC EXEMPT PURPOSE 10,000

JULIE'S FAMILY LEARNING PROGRAM INC

133 DORCHESTER STREET
SOUTH BOSTON,MA02127 		NOT RELATED PC EXEMPT PURPOSE 5,000

JUNIOR ACHIEVEMENT OF GREATER BOSTON

80 CITY SQUARE
BOSTON,MA02129 		NOT RELATED PC EXEMPT PURPOSE 2,500

JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS

128 UNION STREET
NEW BEDFORD,MA02740 		NOT RELATED PC EXEMPT PURPOSE 5,000

JUST-A-START

1035 CAMBRIDGE STREET SUITE 12
CAMBRIDGE,MA02141 		NOT RELATED PC EXEMPT PURPOSE 15,000

JUVENILE DIABETES RESEARCH FOUNDATION

62 WALNUT STREET
WELLESLEY,MA02481 		NOT RELATED PC EXEMPT PURPOSE 1,000

KENNEDY-DONOVAN CENTER INC

1 COMMERCIAL STREET
FOXBORO,MA02035 		NOT RELATED PC EXEMPT PURPOSE 2,500

KWONG KOW CHINESE SCHOOL

87 TYLER STREET
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSE 5,000

KYLE ROBINSON MEMORIAL FOUNDATION

PO BOX 8521
ALBANY,NY12208 		NOT RELATED PC EXEMPT PURPOSE 1,000

LA COLABORATIVA INC

318 BROADWAY
CHELSEA,MA02150 		NOT RELATED PC EXEMPT PURPOSE 2,500

LAWRENCE CATHOLIC ACADEMY OF LAWRENCE MASSACHUSETTS INC

101 PARKER ST
LAWRENCE,MA01843 		NOT RELATED PC EXEMPT PURPOSE 5,000

LEAP FOR EDUCATION

35 CONGRESS ST
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSE 6,000

LIFESCENE (FORMERLY FAMILY & CHILDREN'S SERVICE)

111 NORTH COMMON
LYNN,MA01902 		NOT RELATED PC EXEMPT PURPOSE 5,000

LIVING IN FREEDOM TOGETHER (LIFT) INC

316 LINCOLN STREET
WORCESTER,MA01605 		NOT RELATED PC EXEMPT PURPOSE 5,000

LOVIN' SPOONFULS INC

189 WELLS AVE
NEWTON,MA024593355 		NOT RELATED PC EXEMPT PURPOSE 5,000

LOWER CAPE OUTREACH COUNCIL INC

19 BREWSTER CROSS
ORLEANS,MA02653 		NOT RELATED PC EXEMPT PURPOSE 2,500

MA SHARON CHINESE LANGUAGE SCHOOL INC

900 WASHINGTON ST
CANTON,MA02021 		NOT RELATED PC EXEMPT PURPOSE 1,000

MAB COMMUNITY SERVICES

200 IVY STREET
BROOKLINE,MA024463907 		NOT RELATED PC EXEMPT PURPOSE 5,000

MAIN SOUTH COMMUNITY DEVELOPMENT CORPORATION

875 MAIN STREET
WORCESTER,MA01610 		NOT RELATED PC EXEMPT PURPOSE 10,000

MARILYN RODMAN THEATER FOR KIDS INC

10 LINCOLN ROAD
FOXBORO,MA02035 		NOT RELATED PC EXEMPT PURPOSE 5,000

MARTHA'S VINEYARD BOYS & GIRLS CLUB

44 ROBINSON ROAD
EDGARTOWN,MA02539 		NOT RELATED PC EXEMPT PURPOSE 5,000

MARTHA'S VINEYARD CHAMBER MUSIC SOCIETY

PO BOX 4189
VINEYARD HAVEN,MA02568 		NOT RELATED PC EXEMPT PURPOSE 2,500

MARTHA'S VINEYARD COMMUNITY SERVICES INC

111 EDGARTOWN ROAD
OAK BLUFFS,MA02557 		NOT RELATED PC EXEMPT PURPOSE 10,000

MARTHA'S VINEYARD MEDIATION PROGRAM

15 MERCHANTS COURT
TISBURY,MA02568 		NOT RELATED PC EXEMPT PURPOSE 2,500

MASS EQUALITY EDUCATION FUND ORG INC

100 GROVE STREET
WORCESTER,MA01605 		NOT RELATED PC EXEMPT PURPOSE 2,500

MASS INSIGHT EDUCATION AND RESEARCH INSTITUTE INC

6 LIBERTY SQUARE
BOSTON,MA02109 		NOT RELATED PC EXEMPT PURPOSE 10,000

MASSACHUSETTS BAY COMMUNITY COLLEGE FOUNDATION

50 OAKLAND STREET
WELLESLEY HILLS,MA02481 		NOT RELATED PC EXEMPT PURPOSE 15,000

MASSACHUSETTS COALITION FOR THE HOMELESS INC

73 BUFFUM STREET
LYNN,MA01902 		NOT RELATED PC EXEMPT PURPOSE 8,500

MASSACHUSETTS DOWN SYNDROME CONGRESS

20 BURLINGTON MALL
BURLINGTON,MA01803 		NOT RELATED PC EXEMPT PURPOSE 5,000

MCAULEY CORPORATION

622 ELMWOOD AVENUE
PROVIDENCE,RI02907 		NOT RELATED PC EXEMPT PURPOSE 2,500

MERCY MEALS AND MORE

634 PURCHASE ST
NEW BEDFORD,MA02744 		NOT RELATED PC EXEMPT PURPOSE 2,500

MERRIMACK VALLEY YMCA INC

280 MERRIMACK STREET
LAWRENCE,MA01843 		NOT RELATED PC EXEMPT PURPOSE 2,500

METRO HOUSING BOSTON

1411 TREMONT STREET
BOSTON,MA021203401 		NOT RELATED PC EXEMPT PURPOSE 15,000

MINDING YOUR MIND

60 AUSTIN STREET STE 305
NEWTON,MA02460 		NOT RELATED PC EXEMPT PURPOSE 5,000

MINUTEMAN SENIOR SERVICES INC

ONE BURLINGTON WOODS
BURLINGTON,MA01803 		NOT RELATED PC EXEMPT PURPOSE 2,500

MISSION OF DEEDS INC

6 CHAPIN AVE
READING,MA01867 		NOT RELATED PC EXEMPT PURPOSE 5,000

MORE THAN WORDS INC

56 FELTON STREET
WALTHAM,MA02453 		NOT RELATED PC EXEMPT PURPOSE 25,000

MOTHERS FOR JUSTICE AND EQUALITY

2201 WASHINGTON ST
ROXBURY,MA021192561 		NOT RELATED PC EXEMPT PURPOSE 5,000

MV CENTER FOR EDUCATION AND TRAINING INC

517 STATE RD
WEST TISBURY,MA02575 		NOT RELATED PC EXEMPT PURPOSE 5,000

MY BROTHER'S TABLE

98 WILLOW STREET
LYNN,MA01901 		NOT RELATED PC EXEMPT PURPOSE 1,000

MYSTIC VALLEY ELDER SERVICES INC

300 COMMERCIAL STREET NO 19
MALDEN,MA02148 		NOT RELATED PC EXEMPT PURPOSE 5,000

MYSTIC VALLEY YMCA

99 DARTMOUTH STREET MYSTIC VALLEY
YMCA
MALDEN,MA02148 		NOT RELATED PC EXEMPT PURPOSE 5,000

NANTUCKET DREAMLAND FOUNDATION

17 SOUTH WATER STREET
NANTUCKET,MA02554 		NOT RELATED PC EXEMPT PURPOSE 2,500

NANTUCKET INTERFAITH COUNCIL

PO BOX 2597
NANTUCKET,MA02584 		NOT RELATED PC EXEMPT PURPOSE 12,500

NATIVITY PREPARATORY SCHOOL NEW BEDFORD INC

66 SPRING STREET
NEW BEDFORD,MA02740 		NOT RELATED PC EXEMPT PURPOSE 2,500

NEEDHAM COMMUNITY FARM INC

145 PINE ST
NEEDHAM,MA02492 		NOT RELATED PC EXEMPT PURPOSE 2,000

NEIGHBORWORKS HOUSING SOLUTIONS

422 WASHINGTON STREET
QUINCY,MA02169 		NOT RELATED PC EXEMPT PURPOSE 20,000

NEW HOPE INC

247 MAPLE STREET
ATTLEBORO,MA02703 		NOT RELATED PC EXEMPT PURPOSE 15,000

NEWTON COMMUNITY SERVICE CENTERS INC

492 WALTHAM STREET
WEST NEWTON,MA02465 		NOT RELATED PC EXEMPT PURPOSE 10,000

NEWTON FOOD PANTRY INC

1000 COMMONWEALTH AVE
NEWTON,MA02459 		NOT RELATED PC EXEMPT PURPOSE 2,500

NORTH SHORE COMMUNITY DEVELOPMENT COALITION

96 LAFAYETTE STREET
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSE 20,000

NORTHEAST ARC

1 SOUTHSIDE ROAD
DANVERS,MA01923 		NOT RELATED PC EXEMPT PURPOSE 10,000

NORTHSTAR LEARNING CENTERS INC

53 LINDEN STREET
NEW BEDFORD,MA02740 		NOT RELATED PC EXEMPT PURPOSE 10,000

NORWELL VISITING NURSE ASSOC INC

120 LONGWATER DRIVE
NORWELL,MA02061 		NOT RELATED PC EXEMPT PURPOSE 10,000

OLD COLONY HISTORICAL SOCIETY

66 CHURCH GREEN
TAUNTON,MA02780 		NOT RELATED PC EXEMPT PURPOSE 5,000

OLD COLONY YMCA

320 MAIN STREET
BROCKTON,MA02301 		NOT RELATED PC EXEMPT PURPOSE 25,000

ONE CAN HELP INC

PO BOX 55
NEWTON,MA02468 		NOT RELATED PC EXEMPT PURPOSE 5,000

ONE MISSION INC

69 MILK STREET
WESTBOROUGH,MA01581 		NOT RELATED PC EXEMPT PURPOSE 5,000

OUR DAILY BREAD FOOD AND RESOURCE CENTER

111 HIGH STREET
TAUNTON,MA02780 		NOT RELATED PC EXEMPT PURPOSE 5,000

OUTREACH INC

93 WHIFFLETREE LANE
MARSHFIELD,MA02050 		NOT RELATED PC EXEMPT PURPOSE 2,500

PAN-MASS CHALLENGE

77 4TH AVENUE
NEEDHAM,MA02445 		NOT RELATED PC EXEMPT PURPOSE 50,000

PIERS PARK SAILING INC

95 MARGINAL ST
EAST BOSTON,MA02128 		NOT RELATED PC EXEMPT PURPOSE 5,000

PINE STREET INN INC

444 HARRISON AVENUE
BOSTON,MA02118 		NOT RELATED PC EXEMPT PURPOSE 5,000

PLIMOTH PATUXET MUSEUMS

137 WARREN AVENUE
PLYMOUTH,MA02360 		NOT RELATED PC EXEMPT PURPOSE 3,000

PLYMOUTH PHILHARMONIC ORCHESTRA INC

116 COURT STREET
PLYMOUTH,MA02360 		NOT RELATED PC EXEMPT PURPOSE 5,000

PRACTICE BEST PRACTICE (FORMERLY A PROGRAM OF NBECD)

137 UNION STREET
NEW BEDFORD,MA02740 		NOT RELATED PC EXEMPT PURPOSE 2,500

PRESENTATION SCHOOL FOUNDATION INC

640 WASHINGTON STREET
BRIGHTON,MA02135 		NOT RELATED PC EXEMPT PURPOSE 2,500

PRINCE HENRY SOCIETY OF MASSACHUSETTS INC CHAPTER 1 NEW BEDFORD

PO BOX 6726
NEW BEDFORD,MA02742 		NOT RELATED PC EXEMPT PURPOSE 1,000

PROJECT JUST BECAUSE INC

5 POND STREET
HOPKINTON,MA01748 		NOT RELATED PC EXEMPT PURPOSE 2,500

PROJECT SMILE INC

25 HIGHLAND STREET PO BOX 336
HOPEDALE,MA01747 		NOT RELATED PC EXEMPT PURPOSE 5,000

PROVIDENCE PUBLIC LIBRARY

150 EMPIRE STREET
PROVIDENCE,RI02903 		NOT RELATED PC EXEMPT PURPOSE 5,000

PROVISION MINISTRY INC

7 THOMAS NEWTON DRIVE
WESTBORO,MA01581 		NOT RELATED PC EXEMPT PURPOSE 2,500

QUINCY AFTER SCHOOL CHILD CARE INC

PO BOX 82
QUINCY,MA02170 		NOT RELATED PC EXEMPT PURPOSE 2,500

QUINCY ASIAN RESOURCES INC

275 HANCOCK ST
QUINCY,MA02169 		NOT RELATED PC EXEMPT PURPOSE 8,000

QUINCY COMMUNITY ACTION PROGRAMS INC

1509 HANCOCK STREET
QUINCY,MA02169 		NOT RELATED PC EXEMPT PURPOSE 10,000

RAISING A READER MA

3 SCHOOL ST 3RD FLOOR
BOSTON,MA02108 		NOT RELATED PC EXEMPT PURPOSE 7,500

RAW ART WORKS INC

37 CENTRAL SQUARE
LYNN,MA01901 		NOT RELATED PC EXEMPT PURPOSE 20,000

REACH BEYOND DOMESTIC VIOLENCE INC

PO BOX 540024
WALTHAM,MA02454 		NOT RELATED PC EXEMPT PURPOSE 5,000

READ TO A CHILD

20 WILLIAM STREET
WELLESLEY,MA02481 		NOT RELATED PC EXEMPT PURPOSE 5,000

RESPOND INC

PO BOX 555
SOMERVILLE,MA02143 		NOT RELATED PC EXEMPT PURPOSE 10,000

RHODE ISLAND COMMUNITY FOOD BANK ASSOCIATION

200 NIANTIC AVENUE
PROVIDENCE,RI02907 		NOT RELATED PC EXEMPT PURPOSE 2,500

RHODE ISLAND PHILHARMONIC ORCHESTRA & MUSIC SCHOOL

667 WATERMAN AVENUE
EAST PROVIDENCE,RI02914 		NOT RELATED PC EXEMPT PURPOSE 5,000

RIA INC (ALSO KNOWN AS RIA HOUSE INC)

330 COCHITUATE ROAD
FRAMINGHAM,MA01701 		NOT RELATED PC EXEMPT PURPOSE 2,500

ROOT NS INC

35 CONGRESS STREET
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSE 15,000

ROXBURY MAIN STREETS REVITALIZATION CORPORATION

2343 WASHINGTON STREET
ROXBURY,MA02119 		NOT RELATED PC EXEMPT PURPOSE 5,000

SACRED HEART SCHOOL

329 BISHOPS HIGHWAY
KINGSTON,MA02364 		NOT RELATED PC EXEMPT PURPOSE 2,500

SAFE COALITION

31 HAYWARD ST
FRANKLIN,MA02038 		NOT RELATED PC EXEMPT PURPOSE 7,500

SAIL CAPE COD INC

135 SOUTH STREET
HYANNIS,MA02601 		NOT RELATED PC EXEMPT PURPOSE 5,000

SAMARITANS

41 WEST STREET
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSE 5,000

SANTA FOUNDATION INC

1 JOY STREET
FRANKLIN,MA02038 		NOT RELATED PC EXEMPT PURPOSE 2,000

SANTAS PORCH

90 DUTCHER ST
HOPEDALE,MA01747 		NOT RELATED PC EXEMPT PURPOSE 1,500

SAVE THE HARBOR SAVE THE BAY INC BOSTON FISH PIER

212 NORTHERN AVENUE
BOSTON,MA02210 		NOT RELATED PC EXEMPT PURPOSE 5,000

SCHOOL ON WHEELS OF MASSACHUSETTS INC

100 LAUREL STREET
EAST BRIDGEWATER,MA02333 		NOT RELATED PC EXEMPT PURPOSE 6,500

SCITUATE COMMUNITY CHRISTMAS INC

125 MANN LOT RD
SCITUATE,MA02066 		NOT RELATED PC EXEMPT PURPOSE 1,500

SECOND CHANCES INC

337 SOMERVILLE AVE
SOMERVILLE,MA02143 		NOT RELATED PC EXEMPT PURPOSE 2,500

SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC

8 LAKEVILLE ROAD
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSE 5,000

SHREWSBURY YOUTH AND FAMILY SERVICES INC

222 MAPLE AVE
SHREWSBURY,MA015452732 		NOT RELATED PC EXEMPT PURPOSE 7,500

SIGNATURE HEALTHCARE CORPORATION

SIGNATURE HEALTHCARE BROCKTON
HOSPITAL 680 CENTRE STREET
BROCKTON,MA02302 		NOT RELATED PC EXEMPT PURPOSE 10,000

SILVER LINING MENTORING INC

727 ATLANTIC AVE 3RD FLOOR
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSE 5,000

SMALL FRIENDS ON NANTUCKET INC

21 NOBADEER FARM
NANTUCKET,MA02554 		NOT RELATED PC EXEMPT PURPOSE 10,000

SMASH MOUTH WRESTLING CLUB INC

20 PARTRIDGE CIRCLE
BROCKTON,MA02301 		NOT RELATED PC EXEMPT PURPOSE 2,500

SOJOURNER HOUSE INC - PROVIDENCE

386 SMITH STREET
PROVIDENCE,RI02908 		NOT RELATED PC EXEMPT PURPOSE 5,000

SOMERVILLE COMMUNITY CORPORATION INC

337 SOMERVILLE AVENUE
SOMERVILLE,MA02143 		NOT RELATED PC EXEMPT PURPOSE 10,000

SOUTH BOSTON EN ACCION INC

10 LOGAN WAY BASEMENT STE 1
SOUTH BOSTON,MA02127 		NOT RELATED PC EXEMPT PURPOSE 1,500

SOUTH SHORE CHILDRENS CHORUS CORP

444 WASHINGTON STREET
QUINCY,MA02169 		NOT RELATED PC EXEMPT PURPOSE 1,000

SOUTH SHORE CONSERVATORY OF MUSIC INC

ONE CONSERVATORY DRIVE
HINGHAM,MA02043 		NOT RELATED PC EXEMPT PURPOSE 5,000

SOUTH SHORE HEALTH

55 FOGG ROAD
SOUTH WEYMOUTH,MA02190 		NOT RELATED PC EXEMPT PURPOSE 25,000

SOUTH SHORE PEER RECOVERY

51 COLE PARKWAY
SCITUATE,MA02066 		NOT RELATED PC EXEMPT PURPOSE 5,000

SOUTHCOAST LGBTQ NETWORK INC

1213 PURCHASE ST
NEW BEDFORD,MA02740 		NOT RELATED PC EXEMPT PURPOSE 10,000

SOUTHEASTERN MASSACHUSETTS VETERANS HOUSING PROGRAM INC

1297 PURCHASE ST
NEW BEDFORD,MA02740 		NOT RELATED PC EXEMPT PURPOSE 5,000

SOUTHWEST BOSTON COMMUNITY DEVELOPMENT CORPORATION

11 FAIRMOUNT AVE SUITE 101
HYDE PARK,MA02136 		NOT RELATED PC EXEMPT PURPOSE 5,000

ST COLUMBKILLE SCHOOL INC

25 ARLINGTON STREET
BRIGHTON,MA02135 		NOT RELATED EOF EXEMPT PURPOSE 20,000

ST FRANCIS HOUSE

ADMINISTRATIVE OFFICE 7 BOYLSTON
SQUARE
BOSTON,MA02116 		NOT RELATED PC EXEMPT PURPOSE 25,000

ST MARY OF THE HILLS SCHOOL

250 BROOK ROAD
MILTON,MA02186 		NOT RELATED PC EXEMPT PURPOSE 2,500

ST MARY'S CENTER FOR WOMEN AND CHILDREN

90 CUSHING AVE
DORCHESTER,MA02125 		NOT RELATED PC EXEMPT PURPOSE 5,000

STANLEY STREET TREATMENT & RESOURCES INC

386 STANLEY STREET
FALL RIVER,MA02720 		NOT RELATED PC EXEMPT PURPOSE 20,000

STEPS TO SUCCESS INC

2 CLARK ROAD
BROOKLINE,MA02445 		NOT RELATED PC EXEMPT PURPOSE 5,000

STRONG WOMEN STRONG GIRLS INC

89 SOUTH STREET
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSE 2,500

SUMMER STARS CAMP FOR THE PERFORMING ARTS

132 HIGH STREET
NORWELL,MA02061 		NOT RELATED PC EXEMPT PURPOSE 5,000

TAILORED FOR SUCCESS

6 PLEASANT STREET
MALDEN,MA02148 		NOT RELATED PC EXEMPT PURPOSE 5,000

TEACH FOR AMERICA INC

166 VALLEY ST
PROVIDENCE,RI02909 		NOT RELATED PC EXEMPT PURPOSE 5,000

THE ARC OF THE SOUTH SHORE INC

20 POND PARK
HINGHAM,MA02043 		NOT RELATED PC EXEMPT PURPOSE 5,000

THE ASSOCIATION FOR AUTISM AND NEURODIVERSITY

85 MAIN STREET
WATERTOWN,MA02472 		NOT RELATED PC EXEMPT PURPOSE 5,000

THE BARTON CENTER

30 ENNIS ROAD PO BOX 356
NORTH OXFORD,MA01570 		NOT RELATED PC EXEMPT PURPOSE 5,000

THE CHILDREN'S ROOM - CENTER FOR GRIEVING CHILDREN & TEENAGERS INC

1210 MASSACHUSETTS AVENUE
ARLINGTON,MA02476 		NOT RELATED PC EXEMPT PURPOSE 5,000

THE CITY SCHOOL INC

614 COLUMBIA ROAD
BOSTON,MA02125 		NOT RELATED PC EXEMPT PURPOSE 5,000

THE FISHING ACADEMY

16 ADAIR ROAD
BRIGHTON,MA02135 		NOT RELATED PC EXEMPT PURPOSE 2,000

THE HAVEN PROJECT

57 MUNROE STREET
LYNN,MA01901 		NOT RELATED PC EXEMPT PURPOSE 5,000

THE LITERACY CENTER

80 NORTH MAIN ST
ATTLEBORO,MA02703 		NOT RELATED PC EXEMPT PURPOSE 5,000

THE MASSACHUSETTS INSTITUTE FOR A NEW COMMONWEALTH INC

11 BEACON STREET
BOSTON,MA02108 		NOT RELATED PC EXEMPT PURPOSE 10,000

THE OPEN DOOR

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

THE SEAL FOUNDATION INC

71 MAIN STREET
LAKEVILLE,MA02347 		NOT RELATED PC EXEMPT PURPOSE 5,000

THE SALEM PANTRY

27 CONGRESS ST SUITE 203
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSE 2,500

THE SUN WILL RISE FOUNDATION

541 WASHINGTON ST
BRAINTREE,MA02184 		NOT RELATED PC EXEMPT PURPOSE 5,000

THE WILY NETWORK INC

1920 CENTRE STREET
WEST ROXBURY,MA02132 		NOT RELATED PC EXEMPT PURPOSE 10,000

THIRD SECTOR NEW ENGLAND INC (FBO FIRST TEACHER)

221 BLUE HILL
ROXBURY,MA02119 		NOT RELATED PC EXEMPT PURPOSE 10,000

THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER INC

21 DRYDOCK AVE
BOSTON,MA02210 		NOT RELATED PC EXEMPT PURPOSE 10,000

TOMMY'S PLACE FOUNDATION INC

26 ELM ARCH
FALMOUTH,MA02169 		NOT RELATED PC EXEMPT PURPOSE 5,000

TORAH ACADEMY INC

11 WILLISTON RD
BROOKLINE,MA02445 		NOT RELATED PC EXEMPT PURPOSE 2,500

UNDERSTANDING OUR DIFFERENCES INC

100 WALNUT STREET
NEWTONVILLE,MA02460 		NOT RELATED PC EXEMPT PURPOSE 2,500

URBAN EDGE HOUSING CORP

1542 COLUMBUS AVE
ROXBURY,MA02119 		NOT RELATED PC EXEMPT PURPOSE 10,000

VICTORY PROGRAMS

404 SOUTH HUNTINGTON
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSE 5,000

VIETNAM VETERANS WORKSHOP INC

17 COURT STREET
BOSTON,MA02108 		NOT RELATED PC EXEMPT PURPOSE 5,000

WALTHAM BOYS & GIRLS CLUB

20 EXCHANGE STREET
WALTHAM,MA02451 		NOT RELATED PC EXEMPT PURPOSE 10,000

WATUPPA ROWING CENTER INC

PO BOX 356
FALL RIVER,MA02722 		NOT RELATED PC EXEMPT PURPOSE 5,000

WELLSPRING HOUSE INC

302 ESSEX AVENUE
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 10,000

WEST END HOUSE BOYS & GIRLS CLUB

105 ALLSTON STREET
ALLSTON,MA02134 		NOT RELATED PC EXEMPT PURPOSE 25,000

WEST END HOUSE CAMP INC

105 ALLSTON ST
ALLSTON,MA02134 		NOT RELATED PC EXEMPT PURPOSE 10,000

WEST END HOUSE GIRLS CAMP INC

105 ALLSTON ST
ALLSTON,MA02134 		NOT RELATED PC EXEMPT PURPOSE 10,000

WEST ROXBURY FRIENDS OF ROSIE'S PLACE

9 GARTH ROAD
WEST ROXBURY,MA02132 		NOT RELATED PC EXEMPT PURPOSE 1,000

WEST SUBURBAN YMCA

276 CHURCH STREET
NEWTON,MA02458 		NOT RELATED PC EXEMPT PURPOSE 2,500

WHEELCHAIRS 4 KIDS

1200 S PINELLAS AVENUE
TARPON SPRINGS,FL34689 		NOT RELATED PC EXEMPT PURPOSE 1,000

WILDFLOWER INC

271 LINCOLN STREET
LEXINGTON,MA02421 		NOT RELATED PC EXEMPT PURPOSE 2,500

WOMEN'S EDUCATIONAL CENTER INC

46 PLEASANT ST
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 5,000

WOMEN'S MONEY MATTERS (FORMERLY KNOWN AS BUDGET BUDDIES)

6 LIBERTY SQUARE
BOSTON,MA02109 		NOT RELATED PC EXEMPT PURPOSE 5,000

WORCESTER CHAMBER MUSIC SOCIETY INC

323 MAIN STREET
WORCESTER,MA01608 		NOT RELATED PC EXEMPT PURPOSE 5,000

WORCESTER CHILDRENS CHORUS INC

500 SALISBURY ST
WORCESTER,MA01609 		NOT RELATED PC EXEMPT PURPOSE 2,500

WORCESTER COMMUNITY ACTION COUNCIL INC

18 CHESTNUT STREET
WORCESTER,MA01608 		NOT RELATED PC EXEMPT PURPOSE 15,000

WORCESTER REGIONAL STRATEGIC OPPORTUNITIES FUND

311 MAIN STREET
WORCESTER,MA01608 		NOT RELATED PC EXEMPT PURPOSE 33,333

WORCESTER YOUTH ORCHESTRAS INC

PO BOX 991
WORCESTER,MA01613 		NOT RELATED PC EXEMPT PURPOSE 1,500

Y2Y NETWORK

1 CHURCH STREET
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 2,500

YMCA OF GREATER BOSTON MENINO BRANCH

1137 RIVER STREET
HYDE PARK,MA02136 		NOT RELATED PC EXEMPT PURPOSE 10,000

YMCA OF GREATER BOSTON OAK SQUARE BRANCH

615 WASHINGTON STREET
BRIGHTON,MA02135 		NOT RELATED PC EXEMPT PURPOSE 10,000

YMCA OF GREATER BOSTON PARKWAY BRANCH

1972 CENTRE STREET
WEST ROXBURY,MA02132 		NOT RELATED PC EXEMPT PURPOSE 10,000

YMCA OF METRO NORTH INC AKA DEMAKES YMCA

40 NEPTUNE BLVD
LYNN,MA01902 		NOT RELATED PC EXEMPT PURPOSE 5,000

YMCA OF METRO NORTH INC AKA SAUGUS FAMILY YMCA

298 MAIN STREET
SAUGUS,MA01906 		NOT RELATED PC EXEMPT PURPOSE 5,000

YMCA OF METRO NORTH INC AKA TORIGIAN FAMILY YMCA

259 LYNNFIELD STREET
PEABODY,MA01960 		NOT RELATED PC EXEMPT PURPOSE 5,000

YOUTH OPPORTUNITIES UNLIMITED INC

224 BROCK AVE
NEW BEDFORD,MA02744 		NOT RELATED PC EXEMPT PURPOSE 2,500

YWCA BOSTON

140 CLARENDON STREET
BOSTON,MA021165169 		NOT RELATED PC EXEMPT PURPOSE 10,000

YWCA CENTRAL MASSACHUSETTS INC

1 SALEM SQUARE
WORCESTER,MA016082015 		NOT RELATED PC EXEMPT PURPOSE 21,000

YWCA NORTHEASTERN MASSACHUSETTS INC

38 LAWRENCE ST
LAWRENCE,MA01840 		NOT RELATED PC EXEMPT PURPOSE 2,500

YWCA SOUTHEASTERN MASSACHUSETTS

20 SOUTH SIXTH STREET
NEW BEDFORD,MA02740 		NOT RELATED PC EXEMPT PURPOSE 15,000

ZUMIX INC

260 SUMNER STREET
EAST BOSTON,MA02128 		NOT RELATED PC EXEMPT PURPOSE 5,000
Total .................................right arrow 3a 2,437,583
bApproved for future payment

BROCKTON HOSPITALSIGNATURE HEALTHCARE
680 CENTRE STREET
BROCKTON,MA02302 		NOT RELATED PC EXEMPT PURPOSE 120,000

CAPE COD BLUE ECONOMY FOUNDATION
5 PATTI PAGE
CENTERVILLE,MA02632 		NOT RELATED PC EXEMPT PURPOSE 40,000

CARDINAL CUSHING CENTERS
405 WASHINGTON STREET
HANOVER,MA02339 		NOT RELATED PC EXEMPT PURPOSE 20,000

COMMUNITY MENTORING TEAM
100 CAMBRIDGE STREET
BOSTON,MA02114 		NOT RELATED PC EXEMPT PURPOSE 25,000

E FOR ALL CAPE COD
100 INDEPENDENCE DR SUITE 7 - 217
HYANNIS,MA02601 		NOT RELATED PC EXEMPT PURPOSE 10,000

FAMILYAID BOSTON
3815 WASHINGTON ST
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSE 30,000

FRIENDSHIP HOME
458 MAIN STREET
NORWELL,MA02061 		NOT RELATED PC EXEMPT PURPOSE 10,000

GREATER NEW BEDFORD COMMUNITY HEALTH CENTER INC
874 PURCHASE STREET
NEW BEDFORD,MA02740 		NOT RELATED PC EXEMPT PURPOSE 20,000

ITALIAN HOME FOR CHILDREN
1125 CENTRE STREET
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSE 20,000

JUST-A-START
1035 CAMBRIDGE STREET SUITE 12
CAMBRIDGE,MA02141 		NOT RELATED PC EXEMPT PURPOSE 15,000

LEAP FOR EDUCATION
35 CONGRESS ST
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSE 12,000

MARTHA'S VINEYARD COMMUNITY SERVICES
111 EDGARTOWN ROAD
OAK BLUFFS,MA02557 		NOT RELATED PC EXEMPT PURPOSE 20,000

MASS BAY COMM COLLEGE FOUNDATION
250 ELLIOT STREET
ASHLAND,MA01721 		NOT RELATED PC EXEMPT PURPOSE 15,000

MASS INSIGHT EDUCATION
6 LIBERTY SQUARE
BOSTON,MA02109 		NOT RELATED PC EXEMPT PURPOSE 10,000

MORE THAN WORDS INC
56 FELTON STREET
WALTHAM,MA02453 		NOT RELATED PC EXEMPT PURPOSE 50,000

NEIGHBORWORKS HOUSING SOLUTIONS
422 WASHINGTON STREET
QUINCY,MA02169 		NOT RELATED PC EXEMPT PURPOSE 40,000

NORWELL VISITING NURSE ASSOC INC
120 LONGWATER DRIVE
NORWELL,MA02061 		NOT RELATED PC EXEMPT PURPOSE 30,000

OLD COLONY YMCA
320 MAIN STREET
BROCKTON,MA02301 		NOT RELATED PC EXEMPT PURPOSE 25,000

ROOT NS INC
35 CONGRESS STREET
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSE 10,000

SOUTH SHORE HEALTH FOUNDATION
55 FOGG ROAD
SOUTH WEYMOUTH,MA02190 		NOT RELATED PC EXEMPT PURPOSE 50,000

ST FRANCIS HOUSE
ADMINISTRATIVE OFFICE 7 BOYLSTON
SQUARE
BOSTON,MA02116 		NOT RELATED PC EXEMPT PURPOSE 25,000

THE WILY NETWORK
1920 CENTRE STREET
WEST ROXBURY,MA02132 		NOT RELATED PC EXEMPT PURPOSE 10,000

WEST END HOUSE BOYS & GIRLS CLUB
105 ALLSTON STREET
ALLSTON,MA02134 		NOT RELATED PC EXEMPT PURPOSE 50,000

WORCESTER REGIONAL STRATEGIC OPP FUND
311 MAIN STREET
WORCESTER,MA01608 		NOT RELATED PC EXEMPT PURPOSE 66,667

YWCA CENTRAL MASSACHUSETTS
1 SALEM SQUARE
WORCESTER,MA016082015 		NOT RELATED PC EXEMPT PURPOSE 6,000
Total ................................. right arrow 3b 729,667
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 ........... 		         
4 Dividends and interest from securities ....     14 1,229,216  
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 ............ 		    18 628,725  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aIRS TAX REFUND 		        8,979
bCITC TAX REFUND         6,250
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,857,941 15,229
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,873,170
(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.)
11A BLUE HILLS CHARITABLE FOUNDATION
11B COMMUNITY INVESTMENT TAX CREDIT
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

TY 2023 AccountingFeesSchedule
Name:
ROCKLAND TRUST CHARITABLE FOUNDATION
 
INC
EIN:
20-2668833
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 15,800 0   15,800

TY 2023 InvestmentsCorpBondsSchedule
Name:
ROCKLAND TRUST CHARITABLE FOUNDATION
 
INC
EIN:
20-2668833
Name of Bond End of Year Book Value End of Year Fair Market Value
INVESTMENTS - CORPORATE BONDS 11,994,858 11,994,858

TY 2023 InvestmentsCorpStockSchedule
Name:
ROCKLAND TRUST CHARITABLE FOUNDATION
 
INC
EIN:
20-2668833
Name of Stock End of Year Book Value End of Year Fair Market Value
INVESTMENTS - CORPORATE STOCK 28,074,153 28,074,153

TY 2023 InvestmentsGovtObligationsSch
Name:
ROCKLAND TRUST CHARITABLE FOUNDATION
 
INC
EIN:
20-2668833
US Government Securities - End of Year Book Value:

9,582,321
US Government Securities - End of Year Fair Market Value:

9,582,321
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 OtherDecreasesSchedule
Name:
ROCKLAND TRUST CHARITABLE FOUNDATION
 
INC
EIN:
20-2668833
Description Amount
CHANGE IN ACCOUNTING METHOD 374,821


TY 2023 OtherExpensesSchedule
Name:
ROCKLAND TRUST CHARITABLE FOUNDATION
 
INC
EIN:
20-2668833
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BLACKBAUD 37,156 0   37,156
BOSTON COLLEGE/CCC MEMBERSHIP 3,500 0   3,500
CANDID 2,199 0   2,199
ZEBRA VISUALS 1,804 0   1,804
MEALS 616 0   616
MA FILING FEE 519 0   519
CHECK ORDER 248 0   248
PHILANTHROPY 225 0   225
YOUR CAUSE PROCESSING FEE 200 0   200
MISCELLANEOUS EXPENSE 146 0   146


TY 2023 OtherIncomeSchedule2
Name:
ROCKLAND TRUST CHARITABLE FOUNDATION
 
INC
EIN:
20-2668833
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
IRS TAX REFUND 8,979   8,979
CITC TAX REFUND 6,250   6,250


TY 2023 OtherIncreasesSchedule
Name:
ROCKLAND TRUST CHARITABLE FOUNDATION
 
INC
EIN:
20-2668833
Description Amount
CHANGE IN UNREALIZED MARKET VALUE 4,001,083


TY 2023 OtherProfessionalFeesSchedule
Name:
ROCKLAND TRUST CHARITABLE FOUNDATION
 
INC
EIN:
20-2668833
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEE 186,808 186,808   0
ADMINISTRATIVE SERVICE FEE 210,000 0   210,000
SCHOLARSHIP AMERICA 116,890 0   116,890


TY 2023 TaxesSchedule
Name:
ROCKLAND TRUST CHARITABLE FOUNDATION
 
INC
EIN:
20-2668833
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2023 ESTIMATED TAXES 11,000 0   0
2022 FEDERAL EXCISE TAX 15,489 0   0