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

04-3353621
B Telephone number (see instructions)

(978) 462-3106
C 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$14,202,698J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,389 2,389  
4 Dividends and interest from securities... 397,274 397,274  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 598,471
b Gross sales price for all assets on line 6a 1,437,929
7 Capital gain net income (from Part IV, line 2)... 832,316
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
372 0  
12 Total. Add lines 1 through 11........ 998,506 1,231,979  
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
2,500 0   2,500
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
53,575 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
485 0   485
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 56,560 0   2,985
25 Contributions, gifts, grants paid....... 1,986,930 1,986,930
26 Total expenses and disbursements. Add lines 24 and 25 2,043,490 0   1,989,915
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,044,984
b Net investment income (if negative, enter -0-) 1,231,979
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............. 553,863 348,337 348,337
2 Savings and temporary cash investments.........      
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)....... 15,578,791 Click to see attachment
List of Attached Documents:
// Content
13,854,361 		13,854,361
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,132,654 14,202,698 14,202,698
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 16,132,654 14,202,698
29 Total net assets or fund balances (see instructions)..... 16,132,654 14,202,698
30 Total liabilities and net assets/fund balances (see instructions). 16,132,654 14,202,698
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
16,132,654
2
Enter amount from Part I, line 27a .....................
2
-1,044,984
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
15,087,670
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
884,972
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,202,698
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 CLOROX CO. D 2016-04-19 2023-04-10
b DUKE ENERGY P 2014-07-01 2023-04-10
c AMGEN INC. P 2018-11-08 2023-06-12
d AMGEN INC. P 2018-12-28 2023-06-12
e ENBRIDGE P 2014-07-01 2023-06-12
EVERSOURCE ENERGY P 2014-07-01 2023-06-12
JOHNSON CONTROLS P 2019-11-06 2023-06-12
JOHNSON CONTROLS P 2014-07-01 2023-06-12
PPL CORP P 2014-07-01 2023-06-12
DOMINION ENERGY P 2014-07-01 2023-07-11
HONEYWILL D 1955-05-20 2023-07-11
UPS P 2018-11-08 2023-07-11
UPS P 2018-12-28 2023-07-11
ANALOG DEVICE P 2019-11-06 2023-09-19
JP MORGAN P 2018-12-28 2023-09-19
CAMBRIDGE BANCORP D 2014-09-30 2023-09-19
CAMBRIDGE BANCORP D 2015-05-20 2023-09-19
CAMBRIDGE BANCORP D 2019-11-06 2023-09-19
CAMBRIDGE BANCORP D 2019-11-06 2023-09-19
CAMBRIDGE BANCORP D 2019-11-06 2023-09-19
(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 125,976   37,240 88,736
b 77,319   31,617 45,702
c 53,900   48,104 5,796
d 21,560   18,503 3,057
e 79,860   49,638 30,222
132,575   45,527 87,048
37,260   15,682 21,578
75,158   27,118 48,040
93,600   82,296 11,304
102,830   70,680 32,150
208,120   42,720 165,400
92,414   53,777 38,637
27,724   14,053 13,671
89,138   19,237 69,901
74,295   46,953 27,342
51,170   867 50,303
26,560   448 26,112
3,460   58 3,402
3,216   54 3,162
61,794   1,041 60,753
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       88,736
b       45,702
c       5,796
d       3,057
e       30,222
      87,048
      21,578
      48,040
      11,304
      32,150
      165,400
      38,637
      13,671
      69,901
      27,342
      50,303
      26,112
      3,402
      3,162
      60,753
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 2 832,316
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 17,125
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 17,125
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 17,125
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 26,200
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 26,200
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 25
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 9,050
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow9,050 Refundedright arrow 11 0
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 arrowMICHAEL J JONES PRESIDENT Telephone no.right arrow (978) 462-3106

Located atright arrow2 DEPOT SQUAREIPSWICHMA ZIP+4right arrow01938
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
FREEMAN J CONDON TRUSTEE (RETIRED 08/2023)
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
CINDY M JOHNSON TRUSTEE
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
JOHN F LEARY III TRUSTEE
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
MICHAEL J JONES PRESIDENT/TRUSTEE
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
JEREMIAH T LEWIS TRUSTEE
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
R DREW MARC-AURELE TRUSTEE
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
ELLEN G NICH TRUSTEE
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
ELLEN MACKEY ROSE TRUSTEE
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
RICHARD J SILVERMAN TRUSTEE
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
KIMBERLY A ROCK CLERK/TRUSTEE
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
STEPHEN P COTE TREASURER
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
JAMES V ELLARD TRUSTEE
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
KEVIN M GASIOROWSKI TRUSTEE
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
SAIRA NASEER-GHIASUDDIN TRUSTEE
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
AMY L SMITH ASST. TREASURER
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
KERRI S PERRY TRUSTEE (NEW AS OF 03/2023)
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................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
NONE
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
14,045,022
b
Average of monthly cash balances.......................
1b
478,652
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
14,523,674
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
14,523,674
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
217,855
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,305,819
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
715,291
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
715,291
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
17,125
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
17,125
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
698,166
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
698,166
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
698,166
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
1,989,915
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
1,989,915
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 7 698,166
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...... 1,071,097
b From 2019...... 580,275
c From 2020...... 1,043,413
d From 2021...... 1,218,913
e From 2022...... 1,529,275
f Total of lines 3a through e ........ 5,442,973
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,989,915
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..... 698,166
e Remaining amount distributed out of corpus 1,291,749
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 6,734,722
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) ... 		1,071,097
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		5,663,625
10 Analysis of line 9:
a Excess from 2019.... 580,275
b Excess from 2020.... 1,043,413
c Excess from 2021.... 1,218,913
d Excess from 2022.... 1,529,275
e Excess from 2023.... 1,291,749
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:
MICHAEL J JONES
2 DEPOT SQUARE
IPSWICH,MA01938
(978) 462-3106
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS AVAILABLE AT ABOVE ADDRESS
cAny submission deadlines:
SEE APPLICATIONS FOR VARIOUS DEADLINES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
AWARDS ARE TO BE GRANTED WITHIN NEWBURYPORT, MASSACHUSETTS, AND ITS VICINITY UNLESS AN EXCEPTION IS MADE BY THE BOARD OF TRUSTEES TO BENEFIT COMMUNITY, CHARITABLE, EDUCATIONAL, AND OTHER BENEVOLENT PURPOSES.
Form 990-PF (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

1ST LT DEREK HINES SOLDIER ASSISTANCE FUND

54 FERRY ROAD
NEWBURYPORT,MA01801 		NOT RELATED PC EXEMPT PURPOSE 7,500

ACORD FOOD PANTRY

PO BOX 2203
SOUTH HAMILTON,MA01982 		NOT RELATED PC EXEMPT PURPOSE 5,000

ACTION INC

180 MAIN STREET
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 10,000

ADDISON GILBERT HOSPITAL CITIZENS FUND INC

PO BOX 1495
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 5,000

ALZHEIMER'S DISEASE AND RELATED DISORDERS

309 WAVERLY OAKS ROAD
WALTHAM,MA02452 		NOT RELATED PC EXEMPT PURPOSE 3,500

AMESBURY & MERRIMAC HOUSING AUTHORITIES

180 MAIN STREET
AMESBURY,MA01913 		NOT RELATED PC EXEMPT PURPOSE 2,500

AMESBURY CARRIAGE MUSEUM INC

5 MARKET SQUARE SUITE 101
AMESBURY,MA01913 		NOT RELATED PC EXEMPT PURPOSE 2,500

AMESBURY DAYS

PO BOX 42
AMESBURY,MA01913 		NOT RELATED PC EXEMPT PURPOSE 2,500

AMESBURY EDUCATIONAL FOUNDATION INC

PO BOX 245
AMESBURY,MA01913 		NOT RELATED PC EXEMPT PURPOSE 10,000

AMESBURY HIGH SCHOOL ALL SPORTS BOOSTER CLUB

5 HIGHLAND STREET
AMESBURY,MA01913 		NOT RELATED PC EXEMPT PURPOSE 1,000

AMESBURY HIGH SCHOOL

5 HIGHLAND STREET
AMESBURY,MA01913 		NOT RELATED PC EXEMPT PURPOSE 1,000

AMESBURY IMPROVEMENT ASSOCIATION

C/O JOSEPH FINN
AMESBURY,MA01913 		NOT RELATED PC EXEMPT PURPOSE 1,500

AMESBURY PUBLIC SCHOOLS

6 HIGHLAND STREET
AMESBURY,MA01913 		NOT RELATED PC EXEMPT PURPOSE 3,000

AMESBURY YOUTH ROTARY BASKETBALL LEAGUE

PO BOX 939
AMESBURY,MA01913 		NOT RELATED PC EXEMPT PURPOSE -250

AMONG FRIENDS MEAL PROGRAM AT ST PAUL'S CHURCH

166 HIGH STREET
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 12,500

ANCHOR OF HOPE DIAPER BANK INC

69 SUMMER STREET
HAVERHILL,MA01830 		NOT RELATED PC EXEMPT PURPOSE 1,500

ANNA JAQUES HOSPITAL

25 HIGHLAND STREET
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 29,850

ASCENSION MEMORIAL CHURCH

PO BOX 547
IPSWICH,MA01938 		NOT RELATED PC EXEMPT PURPOSE 1,240

ASSUMPTION OF THE VIRGIN MARY

GREEK ORTHODOX CHURCH
IPSWICH,MA01938 		NOT RELATED PC EXEMPT PURPOSE 2,500

BACKYARD GROWERS INC

103R MAPLEWOOD AVE
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 2,500

BATES COLLEGE

FBO JAMISON BELL
LEWISTON,ME04240 		NOT RELATED PC EXEMPT PURPOSE 5,000

BELLEVILLE CONGREGATIONAL CHURCH

300 HIGH STREET
NEWBURYPORT,MA01932 		NOT RELATED PC EXEMPT PURPOSE 1,500

BEST BUDDIES MASSACHUSETTS

529 MAIN STREET SUITE 202
BOSTON,MA02129 		NOT RELATED PC EXEMPT PURPOSE 1,000

BEVERLY BOOTSTRAPS

COMMUNITY SERVICES INC
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 15,000

BEVERLY CHILDREN'S LEARNING CENTER

550 CABOT STREET
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 10,000

BEVERLY COUNCIL ON AGING

90 COLON ST
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 1,000

BEVERLY HIGH SCHOOL PTO

100 SOHIER ROAD
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 1,000

BEVERLY HISTORICAL SOCIETY INC

117 CABOT STREET
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 1,000

BEVERLY HOMECOMING INC

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

BEVERLY MAIN STREETS

248 CABOT STREET
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 2,500

BOSTON COLLEGE

140 COMMONWEALTH AVE
CHESTNUT HILL,MA02467 		NOT RELATED PC EXEMPT PURPOSE 5,500

BOYS & GIRLS CLUBS OF MERRIMACK VALLEY

18 MAPLE STREET
SALISBURY,MA01950 		NOT RELATED PC EXEMPT PURPOSE 4,500

BOYS AND GIRLS CLUB OF GREATER SALEM

PO BOX 24
SALEM,MA019700024 		NOT RELATED PC EXEMPT PURPOSE 7,500

BREAD & ROSES HOUSING INC

15 UNION STREET SUITE 401
LAWRENCE,MA01840 		NOT RELATED PC EXEMPT PURPOSE 5,000

BREAD & ROSES INC

58 NEWBURY STREET
LAWRENCE,MA01840 		NOT RELATED PC EXEMPT PURPOSE 10,000

BROWN UNIVERSITY

CASHIERS OFFICE BOX 1911
PROVIDENCE,RI02912 		NOT RELATED PC EXEMPT PURPOSE 5,000

BUILDING A BETTER BEVERLY INC

191 CABOT STREET
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 2,500

BYFIELD-NEWBURY BASEBALL SOFTBALL

34 GREEN STREET
NEWVBURY,MA01951 		NOT RELATED PC EXEMPT PURPOSE 1,000

C-10 RESEARCH & EDUCATION FOUNDATION

11 CHESTNUT ST
AMESBURY,MA01913 		NOT RELATED PC EXEMPT PURPOSE 2,500

CABOT PERFORMING ARTS CENTER INC

286 CABOT STREET
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 5,000

CANTEMUS CHAMBER CHORUS

PO BOX 784
IPSWICH,MA01938 		NOT RELATED PC EXEMPT PURPOSE 750

CAPE ANN ART HAVEN

180B MAIN STREET
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 2,500

CAPE ANN ARTS ALIVE

9 NORWOOD AVENUE
ROCKPORT,MA01966 		NOT RELATED PC EXEMPT PURPOSE 2,500

CAPE ANN KIDS HOLIDAY FUND

WELLSPRING HOUSE
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 5,000

CAPTAIN LESTER S WESS

AMERICAN LEGION POST NO 3
GLOUCESTER,MA019310122 		NOT RELATED PC EXEMPT PURPOSE 2,500

CARE DIMENSIONS

75 SYLVAN STREET SUITE B-102
DANVERS,MA01923 		NOT RELATED PC EXEMPT PURPOSE 2,500

CENTRAL CONGREGATIONAL CHURCH

14 TITCOMB STREET
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 3,500

CHANGE IS SIMPLE INC

100 CUMMINGS CENTER - SUITE 227Q
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 1,000

CHRISTMAS TREE SANTAS

5 OAK STREET
KENNEBUCK,ME04043 		NOT RELATED PC EXEMPT PURPOSE 2,500

CITIZENS INN INC

81 MAIN STREET
PEABODY,MA01960 		NOT RELATED PC EXEMPT PURPOSE 100,000

CITY OF NEWBURYPORT

70 LOW STREET
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 52,500

COLLEEN E RITZER MEMORIAL FUND INC

5 DASCOMB ROAD
ANDOVER,MA01810 		NOT RELATED PC EXEMPT PURPOSE 2,000

COLLEGE AFFORDABLE INC

200 HIGHLAND AVE SUITE 305
NEEDHAM,MA02494 		NOT RELATED PC EXEMPT PURPOSE 2,500

COMMUNITY ACTION INC

3 WASHINGTON SQ
HAVERHILL,MA01830 		NOT RELATED PC EXEMPT PURPOSE 8,800

COMMUNITY GIVING TREE

572B MAIN STREET
BOXFORD,MA01885 		NOT RELATED PC EXEMPT PURPOSE 10,000

COMMUNITY SERVICE OF NEWBURYPORT INC

PO BOX 843
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 5,000

CUTLER SCHOOL

237 ASBURY STREET
SOUTH HAMILTON,MA01982 		NOT RELATED PC EXEMPT PURPOSE 1,500

DANVERS COMMUNITY YMCA

34 PICKERING STREET
DANVERS,MA01923 		NOT RELATED PC EXEMPT PURPOSE 1,500

DARTMOUTH COLLEGE

CAMPUS BILLING
HANOVER,NH037553541 		NOT RELATED PC EXEMPT PURPOSE 10,000

DAVIDSON COLLEGE

405 N MAIN ST
DAVIDSON,NC28035 		NOT RELATED PC EXEMPT PURPOSE 10,000

EASTERN MA USAFA FAMILIES CLUB INC

12 POND VIEW RD
CANTON,MA02021 		NOT RELATED PC EXEMPT PURPOSE 2,500

EDUCATIONAL FOUNDATION FOR ROCKPORT INC

24 JERDENS LANE
ROCKPORT,MA01966 		NOT RELATED PC EXEMPT PURPOSE 2,500

ESSEX COUNTY COMMUNITY FOUNDATION

175 ANDOVER STREET SUITE 101
DANVERS,MA01923 		NOT RELATED PC EXEMPT PURPOSE 10,000

ESSEX COUNTY GREENBELT ASSOCIATION

82 EASTERN AVENUE
ESSEX,MA01929 		NOT RELATED PC EXEMPT PURPOSE 120,000

ESSEX COUNTY TRAIL ASSOCIATION

PO BOX 358
HAMILTON,MA01936 		NOT RELATED PC EXEMPT PURPOSE 5,500

ESSEX NATIONAL HERITAGE COMMISSION INC

10 FEDERAL STREET SUITE 12
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSE 2,500

ESSEX PARENT TEACHER ORGANIZATION INCORPORATED

12 STORY STREET
ESSEX,MA01929 		NOT RELATED PC EXEMPT PURPOSE 1,605

FAMILY SERVICES OF THE MERRIMACK VALLEY INC

430 NORTH CANAL STREET
LAWRENCE,MA01840 		NOT RELATED PC EXEMPT PURPOSE 16,250

FIRST CHURCH CONGREGATIONAL OF BOXFORD

4 GEORGETOWN ROAD
BOXFORD,MA01921 		NOT RELATED PC EXEMPT PURPOSE 1,000

FIRST PARISH NEWBURY FOOD PANTRY

20 HIGH ROAD
NEWBURY,MA01951 		NOT RELATED PC EXEMPT PURPOSE 5,000

FITMONEY

1188 CENTRE STREET SUITE 3
NEWTON,MA02459 		NOT RELATED PC EXEMPT PURPOSE 2,500

FRAXA RESEARCH FOUNDATION INC

10 PRINCE PLACE SUITE 203
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 2,500

FRIENDS OF BEVERLY RECREATION & YOUTH SERVICES INC

PO BOX 691
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 1,250

FRIENDS OF BUKER ELEMENTARY SCHOOL

ONE SCHOOL STREET
WENHAM,MA01984 		NOT RELATED PC EXEMPT PURPOSE 1,500

FRIENDS OF IPSWICH ELEMENTARY SCHOOLS INC

65 MILE LANE
IPSWICH,MA01938 		NOT RELATED PC EXEMPT PURPOSE 7,500

FRIENDS OF NEWBURYPORT YOUTH SERVICES INC

8 DOE RUN DRIVE
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 1,000

FRIENDS OF NORTHSHORE EDUCATION CONSORTIUM INC

112 SOHIER RD
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 1,500

FRIENDS OF THE HAMILTON COUNCIL ON AGING

299 BAY RD
HAMILTON,MA01982 		NOT RELATED PC EXEMPT PURPOSE 2,000

FRIENDS OF THE IPSWICH ELDERLY INC

PO BOX 213
IPSWICH,MA01938 		NOT RELATED PC EXEMPT PURPOSE 5,000

FRIENDS OF THE ROWLEY PUBLIC LIBRARY

141 MAIN STREET
ROWLEY,MA01969 		NOT RELATED PC EXEMPT PURPOSE 2,500

FRIENDS OF THE TOPSFIELD LIBRARY INC

1 COMMON STREET
TOPSFIELD,MA01983 		NOT RELATED PC EXEMPT PURPOSE 1,000

FRIENDS OF VEASEY PARK INC

201 WASHINGTON ST
GROVELAND,MA01834 		NOT RELATED PC EXEMPT PURPOSE 1,200

GENERAL CHARITABLE SOCIETY

OF NEWBURYPORT
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 2,500

GENEROUS GARDENERS

101 WESTERN AVE SUITE 1
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 1,000

GIRLS INCORPORATED OF LYNN

50 HIGH STREET
LYNN,MA01902 		NOT RELATED PC EXEMPT PURPOSE 1,000

GLOUCESTER CELEBRATION CORPORATION-GLOUCESTER 400

PO BOX 603
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 1,500

GLOUCESTER EDUCATION FOUNDATION INC

PO BOX 1104
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 5,000

GLOUCESTER FISHERMEN ATHLETIC ASSOCIATION INC

PO BOX 3010
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 5,000

GLOUCESTER FUND INC

45 MIDDLE STREET APT 2
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 6,000

GLOUCESTER HOUSING AUTHORITY

259 WASHINGTON ST
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 2,500

GLOUCESTER MEETINGHOUSE FOUNDATION

10 CHURCH STREET
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 500

GLOUCESTER PRIDE STRIDE COMMITTEE INC

449 R WESTERN AVE
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 1,000

GLOUCESTER TOURISM ALLIANCE INC

PO BOX 915
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 2,500

GRACE CENTER INC

264 MAIN STREET
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 2,500

GREATER NEWBURYPORT VILLAGE INC

PO BOX 58
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 1,500

GREEN BEVERLY 107Q INC

100 CUMMINGS CENTER SUITE 107Q
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 2,500

GROVELAND FIRE FIGHTERS ASSOCIATION

181 MAIN STREET
GROVELAND,MA01834 		NOT RELATED PC EXEMPT PURPOSE 1,500

HABITAT FOR HUMANITY

14 PARK STREET
DANVERS,MA01923 		NOT RELATED PC EXEMPT PURPOSE 10,000

HAMILTON WENHAM FRIENDS OF THE ARTS

PO BOX 198
HAMILTON,MA01936 		NOT RELATED PC EXEMPT PURPOSE 1,000

HAMILTON-WENHAM EDUCATION FUND INC

PO BOX 2433
SOUTH HAMILTON,MA01982 		NOT RELATED PC EXEMPT PURPOSE 7,600

HAMILTON-WENHAM HIGH SCHOOL

775 BAY ROAD
HAMILTON,MA01982 		NOT RELATED PC EXEMPT PURPOSE 1,000

HANNAH ELEMENTARY SCHOOL PTO

41 BRIMBAL AVENUE
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 2,500

HARBORLIGHT COMMUNITY PARTNERS

PO BOX 507
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 40,000

HARRY LEE COLE SCHOOL

26 MIDDLETON ROAD
BOXFORD,MA01983 		NOT RELATED PC EXEMPT PURPOSE 2,000

HAVERHILL KIWANIS CLUB CHARITABLE FOUNDATION

PO BOX 109A
HAVERHILL,MA01931 		NOT RELATED PC EXEMPT PURPOSE 3,400

HAWC

27 CONGRESS STREET SUITE 204
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSE 2,500

HORIZON CLUB INC

PO BOX 1165
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 3,000

HORIZONS FOR HOMELESS CHILDREN INC

1705 COLUMBUS AVENUE
ROXBURY,MA02119 		NOT RELATED PC EXEMPT PURPOSE 2,500

IMMACULATE CONCEPTION SCHOOL

1 WASHINGTON STREET
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 7,500

IPSWICH CARING

PO BOX 584
IPSWICH,MA01938 		NOT RELATED PC EXEMPT PURPOSE 2,500

IPSWICH CULTURAL COUNCIL

329 LINEBROOK RD
IPSWICH,MA01938 		NOT RELATED PC EXEMPT PURPOSE 1,500

IPSWICH DINNER BELL INC

PO BOX 259
IPSWICH,MA01938 		NOT RELATED PC EXEMPT PURPOSE 5,000

IPSWICH EDUCATION FOUNDATION INC

PO BOX 786
IPSWICH,MA01938 		NOT RELATED PC EXEMPT PURPOSE 10,000

IPSWICH HIGH SCHOOL FOOTBALL BOOSTERS

PO BOX 63
IPSWICH,MA01938 		NOT RELATED PC EXEMPT PURPOSE 1,500

IPSWICH HIGH SCHOOL HALL OF FAME

PO BOX 939
IPSWICH,MA01938 		NOT RELATED PC EXEMPT PURPOSE 2,500

IPSWICH HIGH SCHOOL

134 HIGH STREET
IPSWICH,MA01938 		NOT RELATED PC EXEMPT PURPOSE 4,000

IPSWICH RIVER WATERSHED ASSOCIATION

PO BOX 576
IPSWICH,MA01938 		NOT RELATED PC EXEMPT PURPOSE 2,500

IPSWICH ROTARY CHARITABLE ENDOWMENT

PO BOX 543
IPSWICH,MA01938 		NOT RELATED PC EXEMPT PURPOSE 4,750

IPSWICH TIGERS YOUTH FOOTBALL LEAGUE

PO BOX 210
IPSWICH,MA01938 		NOT RELATED PC EXEMPT PURPOSE 1,500

IPSWICH TRAVEL SOFTBALL

12 CHARLOTTE ROAD
IPSWICH,MA01938 		NOT RELATED PC EXEMPT PURPOSE 2,500

IPSWICH YMCA OUTDOOR AQUATIC CENTER

110 COUNTY RD PO BOX 281
IPSWICH,MA01938 		NOT RELATED PC EXEMPT PURPOSE 100,000

JAMES L MELVIN POST 379 AMERICAN LEGION

PO BOX 278
WEST BOXFORD,MA01885 		NOT RELATED PC EXEMPT PURPOSE 3,000

JEANNE GEIGER CRISIS CENTER

2 HARRIS STREET
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 30,000

JEWISH ALLIANCE FOR LAW AND SOCIAL ACTION INC

11 BEACON ST SUITE 722
BOSTON,MA02108 		NOT RELATED PC EXEMPT PURPOSE 1,000

JOHN ASHFORD LINK HOUSE INC

BOSTON NORTH TECHNOLOGY PARK BLDG B
SUITE 206
AMESBURY,MA01913 		NOT RELATED PC EXEMPT PURPOSE 6,000

JOPPA FLATS RUNNING CLUB

PO BOX 502
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 3,000

KESTREL EDUCATIONAL ADVENTURES

8 MAY STREET
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 3,500

LAZARUS HOUSE MINISTRIES INC

PO BOX 408
LAWRENCE,MA01842 		NOT RELATED PC EXEMPT PURPOSE 4,900

LEAP FOR EDUCATION INC

35 CONGRESS STREET SUITE 102
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSE 15,000

LIFEBRIDGE NORTH SHORE

56 MARGIN ST
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSE 5,000

LOWELL'S BOAT SHOP

459 MAIN STREET
AMESBURY,MA01913 		NOT RELATED PC EXEMPT PURPOSE 4,500

LOYOLA UNIVERSITY

4501 N CHARLES ST
BALTIMORE,MD21210 		NOT RELATED PC EXEMPT PURPOSE 1,000

LUCY'S LOVE BUS CHARITABLE TRUST INC

PO BOX 464
AMESBURY,MA01913 		NOT RELATED PC EXEMPT PURPOSE 5,000

MANCHESTER ESSEX REGIONAL HIGH SCHOOL

36 LINCOLN STREET
MANCHESTER,MA01944 		NOT RELATED PC EXEMPT PURPOSE 2,500

MANCHESTER SUMMER CHAMBER MUSIC LTD

59 CANDLEWOOD ROAD
IPSWICH,MA01938 		NOT RELATED PC EXEMPT PURPOSE 2,000

MASS COALITION FOR THE HOMELESS INC

73 BUFFUM STREET
LYNN,MA01902 		NOT RELATED PC EXEMPT PURPOSE 6,000

MASSACHUSETTS DOWN SYNDROME CONGRESS

20 BURLINGTON MALL RD SUITE 261
BURLINGTON,MA01803 		NOT RELATED PC EXEMPT PURPOSE 2,500

MELMARK NEW ENGLAND GOLF TOURNAMENT

461 RIVER ROAD
ANDOVER,MA01810 		NOT RELATED PC EXEMPT PURPOSE 1,000

MENTAL MAKEOVER INC

15 OCEAN AVE
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSE 1,000

MERRIMACK RIVER FELINE RESCUE SOCIETY INC

15 MAIN STREET SUITE 207
SALISBURY,MA01952 		NOT RELATED PC EXEMPT PURPOSE 2,500

MERRIMACK VALLEY CONCERT BAND INC

PO BOX 76
MERRIMAC,MA01860 		NOT RELATED PC EXEMPT PURPOSE 550

MERRIMACK VALLEY HOUSING PARTNERSHIP INC

PO BOX 1042
LOWELL,MA01853 		NOT RELATED PC EXEMPT PURPOSE 2,500

MERRIMACK VALLEY YMCA

360 MERRIMACK STREET SUITE 270
LAWRENCE,MA01843 		NOT RELATED PC EXEMPT PURPOSE 1,500

MERROHAWKE NATURE SCHOOL INC

55 TOWNE ROAD
BOXFORD,MA01950 		NOT RELATED PC EXEMPT PURPOSE 2,500

MIDDLETON FOOD PANTRY

PO BOX 855
MIDDLETON,MA01949 		NOT RELATED PC EXEMPT PURPOSE 5,000

MONTSERRAT COLLEGE OF ART INC

25 ESSEX STREET
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 1,000

MUSIC FOR MUSIC

2 GAINSVILLE ROAD
DEDHAM,MA02026 		NOT RELATED PC EXEMPT PURPOSE 2,500

MY BROTHER'S TABLE

98 WILLOW STREET
LYNN,MA01901 		NOT RELATED PC EXEMPT PURPOSE 10,000

MYOPIA HUNT CLUB

435 BAY ROAD
HAMILTON,MA01982 		NOT RELATED PC EXEMPT PURPOSE 2,500

NEUROFIBROMATOSIS NORTHEAST

9 BEDFORD ST
BURLINGTON,MA01803 		NOT RELATED PC EXEMPT PURPOSE 3,000

NEW ENGLAND EXCHANGE CLUBS FOUNDATION

100 COFFIN AVENUE
HAVERHILL,MA018304357 		NOT RELATED PC EXEMPT PURPOSE 1,000

NEWBURY ELEMENTARY SCHOOL

63 HANOVER STREET
NEWBURY,MA01951 		NOT RELATED PC EXEMPT PURPOSE 2,000

NEWBURYPORT CHAMBER MUSIC FESTIVAL INC

PO BOX 902
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 4,000

NEWBURYPORT CHORAL SOCIETY INC

PO BOX 92
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 5,000

NEWBURYPORT EDUCATION FOUNDATION

PO BOX 1002
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 19,004

NEWBURYPORT ELEMENTARY PTO

333 HIGH STREET
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 2,000

NEWBURYPORT FILM FESTIVAL INC

C/O JOANNE MORRIS 6 TEMPLE STREET
UNIT 4
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 1,500

NEWBURYPORT LITERARY ASSOCIATION INC

PO BOX 268 157 LOW ST
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 5,000

NEWBURYPORT MARITIME SOCIETY INC

25 WATER STREET
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 6,000

NEWBURYPORT MASS LIONS FOUNDATION INC

PO BOX 545
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 34,175

NEWBURYPORT STEM CLUB INC

26 BROAD ST
NEWBUYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 1,000

NORTH BEVERLY ELEMENTARY SCHOOL PTO

48 PUTNAM STREET
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 800

NORTH OF BOSTON CANCER RESOURCE

PO BOX 244
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 5,000

NORTH SHORE CDC

96 LAFAYETTE ST
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSE 7,500

NORTH SHORE COMMUNITY ACTION PROGRAMS INC

119 REAR FOSTER STREET
PEABODY,MA01960 		NOT RELATED PC EXEMPT PURPOSE 1,500

NORTH SHORE CONCERT BAND

PO BOX 4292
PEABODY,MA01960 		NOT RELATED PC EXEMPT PURPOSE 1,000

NORTHEAST ARC INC

1 SOUTHSIDE ROAD
DANVERS,MA01923 		NOT RELATED PC EXEMPT PURPOSE 5,000

NORTHEAST INDEPENDENT LIVING PROGRAM INC

20 BALLARD RD
LAWRENCE,MA01843 		NOT RELATED PC EXEMPT PURPOSE 800

NORTHEAST MASSACHUSETTS YOUTH ORCHESTRAS INC

PO BOX 822
IPSWICH,MA01938 		NOT RELATED PC EXEMPT PURPOSE 4,000

NORTHEASTERN UNIVERSITY

STUDENT FINANCIAL SERVICES 360
HUNTINGTON AVE BLDG 354 RICHARDS HA
BOSTON,MA02115 		NOT RELATED PC EXEMPT PURPOSE 10,000

NORTHERN ESSEX COMMUNITY COLLEGE

100 ELLIOTT STREET
HAVERHILL,MA01830 		NOT RELATED PC EXEMPT PURPOSE 10,000

OBERLIN COLLEGE

ROOM 123 CARNEGIE BUILDING 53 W
LORAIN STREET
OBERLIN,OH44074 		NOT RELATED PC EXEMPT PURPOSE 5,000

ON STAGE INC

D/B/A THEATER IN THE OPEN PO BOX
215
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 5,000

OPPORTUNITY WORKS INC

10 OPPORTUNITY WAY
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 3,800

OUR NEIGHBORS' TABLE

194 MAIN STREET
AMESBURY,MA01913 		NOT RELATED PC EXEMPT PURPOSE 105,000

OVATIONS TO THE CURE INC

GREATER NEWBURYPORT OVARIAN CANCER
AWARENESS PO BOX 1615
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 1,500

PAN MASS CHALLENGE

77 4TH AVENUE
NEEDHAM,MA02494 		NOT RELATED PC EXEMPT PURPOSE 5,000

PATHWAYS FOR CHILDREN

29 EMERSON AVE
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 16,800

PENTUCKET ACTIVITIES ASSOCIATION INC

PO BOX 323
WEST NEWBURY,MA01985 		NOT RELATED PC EXEMPT PURPOSE 750

PENTUCKET EDUCATION FOUNDATION

PO BOX 513
WEST NEWBURY,MA01985 		NOT RELATED PC EXEMPT PURPOSE 5,000

PENTUCKET FINE & PERFORMING ARTS FOUNDATION

DBA PENTUCKET ARTS FOUNDATION PO
BOX 254
WEST NEWBURY,MA01985 		NOT RELATED PC EXEMPT PURPOSE 2,500

PENTUCKET REGIONAL HIGH SCHOOL

PARENT ALLIANCE INC PO BOX 801
WEST NEWBURY,MA01985 		NOT RELATED PC EXEMPT PURPOSE 1,000

PINE GROVE ELEMENTARY SCHOOL

191 MAIN STREET
ROWLEY,MA01969 		NOT RELATED PC EXEMPT PURPOSE 2,500

PINE GROVE SCHOOL PTA

191 MAIN STREET
ROWLEY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 3,860

PLUMMER YOUTH PROMISE INC

37 WINTER ISLAND ROAD
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSE 5,000

PROJECT ADVENTURE INC

719 CABOT STREET
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 1,500

ROCKPORT ART ASSOCIATION & ART MUSEUM

12 MAIN STREET
ROCKPORT,MA01966 		NOT RELATED PC EXEMPT PURPOSE 2,500

ROCKPORT FIREMEN'S ASSOCIATION

PO BOX 2
ROCKPORT,MA01966 		NOT RELATED PC EXEMPT PURPOSE 1,500

ROCKPORT GARDEN CLUB INC

2 GREEN STREET
ROCKPORT,MA01966 		NOT RELATED PC EXEMPT PURPOSE 2,000

ROCKPORT HIGH SCHOOL

24 JERDENS LANE
ROCKPORT,MA01966 		NOT RELATED PC EXEMPT PURPOSE 8,500

ROCKPORT ILLUMINATION FUND INC

16B SOUTH STREET
ROCKPORT,MA01966 		NOT RELATED PC EXEMPT PURPOSE 1,500

ROCKPORT MIDDLE SCHOOL

26 JERDENS LANE
ROCKPORT,MA01966 		NOT RELATED PC EXEMPT PURPOSE 2,000

ROCKPORT MUSIC INC

16 MAIN STREET
ROCKPORT,MA01966 		NOT RELATED PC EXEMPT PURPOSE 5,000

ROCKPORT NEW YEAR'S EVE INC

PO BOX 790
ROCKPORT,MA01966 		NOT RELATED PC EXEMPT PURPOSE 2,500

ROOT NS INC

35 CONGRESS ST 2350
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSE 2,500

ROTARY CLUB OF GLOUCESTER FOUNDATION INC

PO BOX 1228
GLOUCESTER,MA019311228 		NOT RELATED PC EXEMPT PURPOSE 5,000

ROTARY CLUB OF TOPSFIELD BOXFORD & MIDDLETON

PO BOX 89
TOPSFIELD,MA01983 		NOT RELATED PC EXEMPT PURPOSE 2,500

ROWLEY FOOD PANTRY

147 MAIN STREET
ROWLEY,MA01969 		NOT RELATED PC EXEMPT PURPOSE 5,000

RUNWAY FOR RECOVERY

29 WATER STREET SUITE 216
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 5,000

RUPERT A NOCK MIDDLE SCHOOL

70 LOW STREET
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 5,000

RUTH'S HOUSE

111 LAFAYETTE SQUARE
HAVERHILL,MA01832 		NOT RELATED PC EXEMPT PURPOSE 2,500

SACRED HEART UNIVERSITY

5151 PARK AVE
FAIRFIELD,CT06825 		NOT RELATED PC EXEMPT PURPOSE 5,000

SALEM HIGH SCHOOL

77 WILSON STREET
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSE 1,000

SALEM PANTRY INC

PO BOX 295
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSE 31,000

SALISBURY ELEMENTARY SCHOOL PTA

100 LAFAYETTE ROAD
SALISBURY,MA019521504 		NOT RELATED PC EXEMPT PURPOSE 9,000

SALISBURY HISTORICAL SOCIETY

PO BOX 5131
SALISBURY,MA01952 		NOT RELATED PC EXEMPT PURPOSE 2,629

SALISBURY SANTAS HELPERS CHARITABLE TRUST

8 PALIS DRIVE
SALISBURY,MA01952 		NOT RELATED PC EXEMPT PURPOSE 1,000

SALTONSTALL SCHOOL

211 LAFAYETTE STREET
SALEM,MA01970 		NOT RELATED PC EXEMPT PURPOSE 1,850

SCIENCE FROM SCIENTISTS INC

1 DEANGELO DRIVE STE C
BEDFORD,MA01730 		NOT RELATED PC EXEMPT PURPOSE 1,500

SCORE NORTHEAST MASS CHAPTER 411

94 MAPLE STREET
MELROSE,MA02176 		NOT RELATED PC EXEMPT PURPOSE 2,500

SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC

PO BOX 301155 8 LAKEVILLE ROAD
SUITE 3
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSE 2,500

SENIORCARE INC

49 BLACKBURN CENTER
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 9,000

SOCIETY FOR PRESERVATION OF NEW ENGLAND

ANTIQUITIES INC DBA HISTORIC NEW
ENGLAND 5 LITTLES LANE
NEWBURY,MA01951 		NOT RELATED PC EXEMPT PURPOSE 1,500

SOCIETY FOR THE DEVELOPMENT OF ARTS

AND HUMANITY/FIRE HOUSE CENTER 1
MARKET SQUARE
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 10,000

SOCIETY OF ST VINCENT DE PAUL

IMMACULATE CONCEPTION CHURCH 42
GREEN STREET
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 5,000

ST BASIL'S KITCHEN

GREEK ORTHODOX CHURCH OF THE
ANNUNCIATION 7 HARRIS STREET
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 2,500

ST PETER'S FIESTA INC

PO BOX 3105
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 5,000

ST VINCENT DEPAUL SOCIETY

74 PLEASANT STREET
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 2,500

STONEHILL COLLEGE

320 WASHINGTON STREET
EASTON,MA02357 		NOT RELATED PC EXEMPT PURPOSE 20,000

STORM SURGE INC

11 TITCOMB STREET
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 700

SUPPORTIVE LIVING INC

C/O 400 W CUMMINGS PARK SUITE 6100
WOBURN,MA01801 		NOT RELATED PC EXEMPT PURPOSE 2,500

SWEET PAWS RESCUE

310 MAIN ST
GROVELAND,MA01834 		NOT RELATED PC EXEMPT PURPOSE 1,000

TALIA DUFF FOUNDATION INC

FBO CURE CMT4J PO BOX 588
IPSWICH,MA01938 		NOT RELATED PC EXEMPT PURPOSE 1,000

TECHNICAL UNIVERSITY OF DELFT

MEKELWEG 5
  DELFT  
NL 		NOT RELATED PC EXEMPT PURPOSE 1,000

THACHER ISLAND ASSOCIATION

PO BOX 73
ROCKPORT,MA01966 		NOT RELATED PC EXEMPT PURPOSE 1,000

THE ARC OF GREATER HAVERHILL-NEWBURYPORT

57 WINGATE STREET SUITE 301
HAVERHILL,MA01832 		NOT RELATED PC EXEMPT PURPOSE 750

THE BEVERLY FEMALE CHARITABLE SOCIETY

C/O LOUISE SCANLON 5 WHITMAN PLACE
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 3,000

THE CHILDREN'S CENTER FOR COMMUNICATION

BEVERLY SCHOOL FOR THE DEAF 6 ECHO
AVE
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 20,000

THE CHRISTMAS TREE COMMITTEE INC

2 MARY HELEN WAY
ROCKPORT,MA01966 		NOT RELATED PC EXEMPT PURPOSE 1,500

THE COMMUNITY HOUSE INC

284 BAY ROAD
SOUTH HAMILTON,MA01982 		NOT RELATED PC EXEMPT PURPOSE 2,500

THE ELLIE FUND

C/O AJ EVENTS 20 PARK PLAZA SUITE
416
BOSTON,MA02116 		NOT RELATED PC EXEMPT PURPOSE 3,500

THE GLOUCESTER ADVENTURE INC

SCHOONER FESTIVAL PO BOX 1306
GLOUCESTER,MA019311306 		NOT RELATED PC EXEMPT PURPOSE 2,500

THE HAMMOND MUSEUM INC

80 HESPERUS AVENUE
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 2,500

THE OPEN DOOR

28 EMERSON AVENUE
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 55,000

THE PETTENGILL HOUSE INC

21 WATER STREET
AMESBURY,MA01913 		NOT RELATED PC EXEMPT PURPOSE 25,000

THE SALVATION ARMY

40 WATER STREET
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 3,600

THREE SISTERS GARDEN PROJECT

PO BOX 422
IPSWICH,MA01938 		NOT RELATED PC EXEMPT PURPOSE 5,000

TINKERHAUS COMMUNITY MAKER SPACE INC

3 GRAF ROAD COMMERCE PARK
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 1,000

TOP CUPBOARD

PO BOX 98
TOPSFIELD,MA01983 		NOT RELATED PC EXEMPT PURPOSE 5,000

TOPSFIELD ATHLETIC ASSOCIATION

15 EVERGREEN LANE
TOPSFIELD,MA01983 		NOT RELATED PC EXEMPT PURPOSE 1,500

TOPSFIELD ELEMENTARY SCHOOLS PTO (TESPTO)

60 MAIN STREET
TOPSFIELD,MA01983 		NOT RELATED PC EXEMPT PURPOSE 1,000

TOPSFIELD POLICE K9 FOUNDATION INC

41 VALLEY ROAD
TOPSFIELD,MA01983 		NOT RELATED PC EXEMPT PURPOSE 1,000

TOPSFIELD PUBLIC SCHOOLS

28 MIDDLETON ROAD
BOXFORD,MA19121 		NOT RELATED PC EXEMPT PURPOSE 9,550

TOWN OF ROWLEY

39 CENTRAL ST
ROWLEY,MA01969 		NOT RELATED PC EXEMPT PURPOSE 1,500

TOWN OF SALISBURY

5 BEACH ROAD
SALISBURY,MA01952 		NOT RELATED PC EXEMPT PURPOSE 4,500

TRAVIS ELIOT LANDRETH FOUNDATION

3 ZABRISKIE DR APT B
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 3,000

TRITON AMESBURY JUNIOR MAPLES YOUTH HOCKEY LEAGUE

PO BOX 294
AMESBURY,MA01913 		NOT RELATED PC EXEMPT PURPOSE 1,000

TRITON BOOSTERS CLUB INC

52 BOSTON RD
NEWBURY,MA01951 		NOT RELATED PC EXEMPT PURPOSE 5,000

TRITON BOYS BASKETBALL BOOSTERS INC

61 MIDDLE ROAD
NEWBURY,MA01951 		NOT RELATED PC EXEMPT PURPOSE 1,000

TRITON EDUCATION FOUNDATION

BOX 617
BYFIELD,MA01922 		NOT RELATED PC EXEMPT PURPOSE 30,000

TRITON REGIONAL HIGH SCHOOL ROBOTICS

112 ELM STREET
BYFIELD,MA01922 		NOT RELATED PC EXEMPT PURPOSE 2,500

TRITON VIKING GRADVENTURE

PO BOX 645
BYFIELD,MA01922 		NOT RELATED PC EXEMPT PURPOSE 1,000

TRITON YOUTH BASKETBALL

PO BOX 168
ROWLEY,MA01969 		NOT RELATED PC EXEMPT PURPOSE 2,500

TRI-TOWN COUNCIL

7 GROVE ST
TOPSFIELD,MA01983 		NOT RELATED PC EXEMPT PURPOSE 4,700

TUFTS UNIVERSITY

419 BOSTON AVE
MEDFORD,MA02155 		NOT RELATED PC EXEMPT PURPOSE 5,000

UNIVERSITY OF MASSACHUSETTS AMHERST

130 NATURAL RESOURCES ROAD
AMHERST,MA01003 		NOT RELATED PC EXEMPT PURPOSE 50,000

UNIVERSITY OF MASSACHUSETTS BOSTON

100 MORRISSEY BLVD
BOSTON,MA02125 		NOT RELATED PC EXEMPT PURPOSE 1,000

UNIVERSITY OF RHODE ISLAND

45 UPPER COLLEGE RD
KINGSTON,RI02881 		NOT RELATED PC EXEMPT PURPOSE 5,000

UNIVERSITY OF VERMONT

FBO OLIVIA HANSEN
BURLINGTON,VT05405 		NOT RELATED PC EXEMPT PURPOSE 5,000

VASSAR COLLEGE

124 RAYMOND AVE
POUGHKEEPSIE,NY12604 		NOT RELATED PC EXEMPT PURPOSE 5,000

VFW POST 1093

110 COUNTY RD PO BOX 281
IPSWICH,MA01938 		NOT RELATED PC EXEMPT PURPOSE 2,000

VIRGINIA TECH

800 WASHINGTON ST
BLACKSBURG,VA24061 		NOT RELATED PC EXEMPT PURPOSE 6,667

VNA CARE NETWORK INC

199 ROSEWOOD DRIVE SUITE 180
DANVERS,MA01923 		NOT RELATED PC EXEMPT PURPOSE 2,500

WELLSPRING HOUSE INC

302 ESSEX AVENUE
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 20,000

WEST NEWBURY PTO

PO BOX 241
WEST NEWBURY,MA01985 		NOT RELATED PC EXEMPT PURPOSE 5,000

WHITTIER TECH EDUCATIONAL FOUNDATION

115 AMESBURY LINE RD
HAVERHILL,MA01830 		NOT RELATED PC EXEMPT PURPOSE 1,000

WINDRUSH FARM THERAPEUTIC EQUITATION INC

479 LACY STREET
NORTH ANDOVER,MA01845 		NOT RELATED PC EXEMPT PURPOSE 2,500

WINNERS CIRCLE RUNNING CLUB

211 ELM STREET
SALISBURY,MA01952 		NOT RELATED PC EXEMPT PURPOSE 6,000

WINTHROP SCHOOL

325 BAY ROAD
SOUTH HAMILTON,MA01982 		NOT RELATED PC EXEMPT PURPOSE 1,500

WREATHS ACROSS AMERICA

456 WETHERSFIELD STREET
ROWLEY,MA01969 		NOT RELATED PC EXEMPT PURPOSE 2,500

YMCA OF METRO NORTH

2 CENTENNIAL DRIVE UNIT 390B
PEABODY,MA01960 		NOT RELATED PC EXEMPT PURPOSE 1,000

YMCA OF THE NORTH SHORE INC

PO BOX 7073
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 179,100

YWCA NORTHEASTERN MASSACHUSETTS INC

38 LAWRENCE STREET
LAWRENCE,MA01840 		NOT RELATED PC EXEMPT PURPOSE 1,500

YWCA OF NEWBURYPORT

13 MARKET STREET
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 15,000
Total .................................right arrow 3a 1,986,930
bApproved for future payment

CITIZENS INN INC
81 MAIN STREET
PEABODY,MA01960 		NOT RELATED PC EXEMPT PURPOSE 200,000

EDUCATIONAL FOUNDATION FOR ROCKPORT INC
24 JERDENS LANE
ROCKPORT,MA01966 		NOT RELATED PC EXEMPT PURPOSE 10,000

ESSEX COUNTY GREENBELT ASSOCIATION
82 EASTERN AVENUE
ESSEX,MA01929 		NOT RELATED PC EXEMPT PURPOSE 180,000

HAMILTON WENHAM FRIENDS OF THE ARTS
PO BOX 198
HAMILTON,MA01936 		NOT RELATED PC EXEMPT PURPOSE 50,000

HARBORLIGHT COMMUNITY PARTNERS
PO BOX 507
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 80,000

JEANNE GEIGER CRISIS CENTER
2 HARRIS STREET
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 60,000

MASCONOMET SPORTS FOUNDATION INC
157 RIVER RD
TOPSFIELD,MA01983 		NOT RELATED PC EXEMPT PURPOSE 50,000

NORTH SHORE YMCA
PO BOX 7073
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 400,000

NORTHERN ESSEX COMMUNITY COLLEGE
100 ELLIOTT STREET
HAVERHILL,MA01830 		NOT RELATED PC EXEMPT PURPOSE 40,000

OUR NEIGHBORS' TABLE
194 MAIN STREET
AMESBURY,MA01913 		NOT RELATED PC EXEMPT PURPOSE 70,000

SAWYER LIBRARY FOUNDATION INC
2 DALE AVE
GLOUCESTER,MA01930 		NOT RELATED PC EXEMPT PURPOSE 1,000,000

TRAV'S TRAIL RUN
74 CURXON MILL RD
NEWBURYPORT,MA01950 		NOT RELATED PC EXEMPT PURPOSE 9,000

TRITON EDUCATION FOUNDATION
BOX 617
BYFIELD,MA01922 		NOT RELATED PC EXEMPT PURPOSE 360,000

YMCA OF THE NORTH SHORE INC
PO BOX 7073
BEVERLY,MA01915 		NOT RELATED PC EXEMPT PURPOSE 700,000
Total ................................. right arrow 3b 3,209,000
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 2,389  
4 Dividends and interest from securities ....     14 397,274  
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 ............ 		    18 598,471  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aIRS REFUND 		        372
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 998,134 372
13Total. Add line 12, columns (b), (d), and (e)..................
13
998,506
(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.)
11.A IRS REFUND
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
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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.
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Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
INSTITUTION FOR SAVINGS IN NEWBURYPORT &
 
ITS VICINITY CHARITABLE FOUNDATION INC
EIN:
04-3353621
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WOLF & COMPANY, PC. 2,500 0   2,500

TY 2023 InvestmentsCorpStockSchedule
Name:
INSTITUTION FOR SAVINGS IN NEWBURYPORT &
 
ITS VICINITY CHARITABLE FOUNDATION INC
EIN:
04-3353621
Name of Stock End of Year Book Value End of Year Fair Market Value
STOCKS & BONDS 13,854,361 13,854,361

TY 2023 OtherDecreasesSchedule
Name:
INSTITUTION FOR SAVINGS IN NEWBURYPORT &
 
ITS VICINITY CHARITABLE FOUNDATION INC
EIN:
04-3353621
Description Amount
UNREALIZED GAINS 884,972


TY 2023 OtherExpensesSchedule
Name:
INSTITUTION FOR SAVINGS IN NEWBURYPORT &
 
ITS VICINITY CHARITABLE FOUNDATION INC
EIN:
04-3353621
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MASS FILING FEE 144 0   144
CHECK ORDER COST 341 0   341


TY 2023 OtherIncomeSchedule2
Name:
INSTITUTION FOR SAVINGS IN NEWBURYPORT &
 
ITS VICINITY CHARITABLE FOUNDATION INC
EIN:
04-3353621
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
IRS REFUND 372 0 0


TY 2023 TaxesSchedule
Name:
INSTITUTION FOR SAVINGS IN NEWBURYPORT &
 
ITS VICINITY CHARITABLE FOUNDATION INC
EIN:
04-3353621
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 53,575 0   0