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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
North Easton Savings Bank
Charitable Foundation Inc
Number and street (or P.O. box number if mail is not delivered to street address)20 Eastman Street
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
South Easton, MA02375
A Employer identification number

92-1367525
B Telephone number (see instructions)

(617) 439-2135
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$503,120
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 24,232 24,232  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 24,232 24,232  
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)....... 2,500 1,250   1,250
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,037 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 500 0   500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,037 1,250   1,750
25 Contributions, gifts, grants paid....... 338,797 338,797
26 Total expenses and disbursements. Add lines 24 and 25 342,834 1,250   340,547
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -318,602
b Net investment income (if negative, enter -0-) 22,982
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 66,469 89,761 89,761
2 Savings and temporary cash investments......... 754,128 413,359 413,359
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).......      
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) 820,597 503,120 503,120
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........ 820,597 503,120
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 820,597 503,120
30 Total liabilities and net assets/fund balances (see instructions). 820,597 503,120
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
820,597
2
Enter amount from Part I, line 27a .....................
2
-318,602
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
6,535
4
Add lines 1, 2, and 3 ..........................
4
508,530
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,410
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
503,120
Form 990-PF (2024)
Form 990-PF (2024)
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.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
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) 1 319
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........................... 3 319
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- ..... 5 319
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 319
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 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 arrowhttps://www.northeastonsavingsbank.com/
14
The books are in care ofright arrowCharles Berkeley Treasurer Telephone no.right arrow (617) 439-2135

Located atright arrow20 Eastman StreetSouth EastonMA ZIP+4right arrow02375
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 2024, 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 (2024)
Form 990-PF (2024)
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)
 
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
 
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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)
Yes
 
(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
Yes
 
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
William Alford Director
0.50
0 0 0
20 Eastman Street
South Easton,MA02375
Daniel Horgan Director
0.50
0 0 0
20 Eastman Street
South Easton,MA02375
Courtney Palm Director
0.50
0 0 0
20 Eastman Street
South Easton,MA02375
Paul Schleicher Director
0.50
0 0 0
20 Eastman Street
South Easton,MA02375
Richard Spencer President
0.50
0 0 0
20 Eastman Street
South Easton,MA02375
Aileen Zec Vice President
0.50
0 0 0
20 Eastman Street
South Easton,MA02375
Charles Berkeley Treasurer and Clerk
0.50
0 0 0
20 Eastman Street
South Easton,MA02375
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
0
b
Average of monthly cash balances.......................
1b
673,585
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
673,585
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
673,585
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
10,104
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
663,481
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
33,174
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
33,174
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
319
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
319
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
32,855
4
Recoveries of amounts treated as qualifying distributions................
4
875
5
Add lines 3 and 4............................
5
33,730
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
33,730
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
340,547
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
340,547
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 33,730
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 269,953
f Total of lines 3a through e ........ 269,953
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 340,547
a Applied to 2023, 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 2024 distributable amount..... 33,730
e Remaining amount distributed out of corpus 306,817
5 Excess distributions carryover applied to 2024. 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 5 576,770
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
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 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
576,770
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 269,953
e Excess from 2024.... 306,817
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Courtney Palm
20 Eastman Street
South Easton,MA02375
(617) 439-2135
cpalm@northeastonsavingsbank.com
bThe form in which applications should be submitted and information and materials they should include:
Application materials and instructions can be found online at: https://www.northeastonsavingsbank.com/more-resources/community-giving Interested applicants must complete the donation application available on the above-listed website and must be prepared to submit the following materials: a signed W-9 Form; a copy of their 501(c)(3) IRS Designation Letter; a formal grant request letter; and any documents that can be used for Low-to-Moderate (LMI) verification to show that the organization or program you are requesting funds for serves the LMI community. Examples may include an applicant's annual report or brochure that spells out the income demographics the applicant serves, and/or a letter from the applicant's Executive Director on official letterhead stating the percentage of low-to-moderate income individuals benefited by the applicant's programs.
cAny submission deadlines:
Applications are due April 30 for the June cycle and October 31 for the December cycle.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Our grants support non-profit organizations whose work benefits disadvantaged populations in communities served by North Easton Savings Bank. Grants are available for one-time projects or program expansion.
Form 990-PF (2024)
Form 990-PF (2024)
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

2011 95 Giants

3 Ashcroft Lane
Foxboro,MA02035
N/A PC General Operating Support 250

Abington Green Wave Boosters Inc

PO Box 2140
Abington,MA02351
N/A PC General Operating Support 500

Adaptive Sports New England

89 South Street 603
Boston,MA02111
N/A PC General Operating Support 1,000

Adult & Teen Challenge New England and New Jersey Inc

1311 Main Street
Brockton,MA02301
N/A PC General Operating Support 500

Alfred and Martha Gomes Scholarship Foundation

2 Summer Street
North Easton,MA02356
N/A PC General Operating Support 250

Ames Free Library of Easton Inc

53 Main Street
North Easton,MA02356
N/A PC General Operating Support 2,250

Ascension Career Training Inc

131 Kingstown Way
Duxbury,MA02332
N/A PC General Operating Support 5,000

Associacao Cabo Verdiana De Basquetebol Inc

35 Thayer Avenue
Brockton,MA02301
N/A PC General Operating Support 1,500

Attleboro Area School to Career Partnership Inc

PO Box 2634
Attleboro,MA02703
N/A PC General Operating Support 1,500

Attleboro Rotary Charities Foundation

1382 County Street
Attleboro,MA02703
N/A PC General Operating Support 150

Attleboro YMCA

63 North Main Street
Attleboro,MA02703
N/A PC General Operating Support 26,300

Be Inspired Together

247 Washington Street Suite 26
Stoughton,MA02072
N/A PC General Operating Support 500

Boys & Girls Club of Plymouth Inc

9 Resnik Road
Plymouth,MA02360
N/A PC General Operating Support 3,700

Boys & Girls Clubs of Metro South

19 Court Street 2nd Floor
Taunton,MA02780
N/A PC General Operating Support 3,500

Bridgewater State University Foundation

26 Summer Street
Bridgewater,MA02325
N/A PC General Operating Support 500

Brockton Area Workforce Investment Board Inc

34 School Street 2nd Floor
Brockton,MA02301
N/A PC General Operating Support 3,000

Brockton Church of God of Prophecy

PO Box 1473
Brockton,MA02303
N/A PC General Operating Support 500

Brockton First Foundation Inc

107 Wheeler Avenue
Brockton,MA02301
N/A PC Downtown Brockton Museum 1,000

Brockton Visiting Nurse Association

500 Belmont Street Suite 200
Brockton,MA02301
N/A PC General Operating Support 1,800

Carver Old Home Day Association

49 Main Street
Carver,MA02330
N/A PC General Operating Support 500

Center on Main

49 Main Street
Taunton,MA02780
N/A PC General Operating Support 750

Central Square Congregational Church

71 Central Square
Bridgewater,MA02324
N/A PC General Operating Support 1,000

Coaching For Change

427 Winthrop Street
Taunton,MA02780
N/A PC General Operating Support 10,000

Colonial Flag Foundation (fbo Mansfield Field of Honor)

9362 South 300
West Sandy,UT84070
N/A PC General Operating Support 1,000

Covenant Congregational Church

204 Center Street
North Easton,MA02356
N/A PC Boy Scout Troop 42 500

Crusader Athletic Booster Club Inc

PO Box 552
Carver,MA02330
N/A PC General Operating Support 100

Cupboard of Kindness Inc

70 E Main Street
Norton,MA02766
N/A PC General Operating Support 2,500

Digger Foods Inc

63 Pleasant Street
Sharon,MA02067
N/A PC General Operating Support 5,000

Duval Elementary School

60 Regal Street
Whitman,MA02382
N/A GOV General Operating Support 2,000

Easton Charitable Trust

PO Box 79
North Easton,MA02356
N/A PC General Operating Support 1,500

Easton Collaborative Theatre Inc

1048 390 West Street
Mansfield,MA02048
N/A PC General Operating Support 450

Easton Community Access Television ECAT Inc

50 Oliver Street Suite 201a
North Easton,MA02356
N/A PC General Operating Support 2,000

Easton Food Pantry Inc

PO Box 1481
Easton,MA02334
N/A PC General Operating Support 5,150

Easton Tigers Youth Lacrosse

PO Box 223
Easton,MA02334
N/A PC General Operating Support 1,000

Easton Youth Baseball League

187 Washington Street
North Easton,MA02356
N/A PC General Operating Support 1,000

Family and Community Resources Inc

18 Newton Street
Brockton,MA02301
N/A PC General Operating Support 1,442

Father Bills & Mainspring Inc

430 Belmont Street
Brockton,MA02301
N/A PC General Operating Support 15,000

Friends of the Middleborough Public Library

102 N Main Street
Middleborough,MA02346
N/A PC General Operating Support 1,000

Friends of the Taunton Animal Care Facility

821 West Water Street
Taunton,MA02780
N/A PC General Operating Support 1,000

Gridiron Club of Mansfield

PO Box 481
Mansfield,MA02048
N/A PC General Operating Support 1,000

Guardians of the Streets

371 Depot Street
South Easton,MA02375
N/A PC General Operating Support 500

Habitat for Humanity of Greater Plymouth

PO Box 346
Carver,MA02330
N/A PC General Operating Support 10,000

Haitian Community Partners Foundation

71 Legion Parkway 22
Brockton,MA02301
N/A PC General Operating Support 1,000

Halifax Congregational Church

503 Plymouth Street
Halifax,MA02338
N/A PC Halifax Helping Hands Food Pantry 1,000

Hanson Food Pantry Inc

228 High Street
Hanson,MA02341
N/A PC General Operating Support 3,000

Hockomock YMCA

300 Elmwood Street
North Attleboro,MA02760
N/A PC General Operating Support 2,500

Hope and Comfort Inc

33 4th Avenue
Needham,MA02494
N/A PC General Operating Support 2,500

House of Possibilities Inc (HOPe)

350 Washington Street
North Easton,MA02356
N/A PC General Operating Support 8,500

Hugs II Inc (Help Us Get Safe)

PO Box 43
North Easton,MA02356
N/A PC General Operating Support 500

JC Solomonese Parents Organization Inc

315 West Main Street
Norton,MA02766
N/A PC General Operating Support 250

Joe Andruzzi Foundation Inc

49 Plain Street Suite 500
North Attleboro,MA02760
N/A PC General Operating Support 5,578

Johns Dream Corporation

70 Potash Road
Mansfield,MA02048
N/A PC General Operating Support 1,230

Jordan Hospital Club

275 Sandwich Street
Plymouth,MA02360
N/A PC General Operating Support 1,000

July Four Plymouth Inc

30 Highland Terrace Unit 3002
Plymouth,MA02360
N/A PC General Operating Support 1,000

Learn to Cope

4 Court Street 110
Taunton,MA02780
N/A PC General Operating Support 1,000

LG Nourse Parent Teacher Connection Inc

38 Plain Street
Norton,MA02766
N/A PC General Operating Support 250

Lions Club of Easton Foundation

PO Box 1032
Easton,MA02334
N/A PC General Operating Support 7,500

Lori's Breast Friends

731 Winter Street
East Bridgewater,MA02333
N/A PC General Operating Support 225

Love Life Now Foundation Inc

1 Nolan Street
Avon,MA02322
N/A PC General Operating Support 3,500

Mansfield Band Parents Association

PO Box 147
Mansfield,MA02048
N/A PC General Operating Support 500

Mansfield Girls Softball Association

PO Box 941
Mansfield,MA02048
N/A PC General Operating Support 500

Mansfield Helping Hands of God Inc

339 Pratt Street
Mansfield,MA02048
N/A PC General Operating Support 4,200

Mansfield High School Boosters Club Inc

250 East Street
Mansfield,MA02048
N/A PC General Operating Support 3,800

Mansfield Youth Baseball Inc

428 South Main Street
Mansfield,MA02048
N/A PC General Operating Support 1,000

Mansfield Youth Basketball Association Inc

PO Box 382
Mansfield,MA02048
N/A PC General Operating Support 500

Mansfield Youth Football & Cheer

PO Box 92
Mansfield,MA02048
N/A PC General Operating Support 7,500

Mass Arts Center

888 South Main Street
Mansfield,MA02048
N/A PC General Operating Support 500

Massasoit Community College Foundation Inc

One Massasoit Boulevard
Brockton,MA02302
N/A PC General Operating Support 250

Middleborough Benefactors Initiative

49 North Main Street 1
Middleboro,MA02346
N/A PC General Operating Support 5,000

My Brother's Keeper Inc

PO Box 338
North Easton,MA02356
N/A PC General Operating Support 6,000

Narragansett Council - Scouting America

223 Scituate Avenue
Cranston,RI02921
N/A PC General Operating Support 1,500

Natural Resources Trust of Easton

PO Box 188
North Easton,MA02356
N/A PC General Operating Support 7,500

NeighborWorks America

999 North Capital Street NE 900
Washington,DC20002
N/A PC NeighborWorks Housing Solutions 10,000

New England Village Inc

664 School Street
Pembroke,MA02359
N/A PC General Operating Support 500

NHS Softball Boosters

30 Strawstone Lane
Norton,MA02766
N/A PC General Operating Support 1,000

Norton Embracing Educational Development Inc

64 W Main Street
Norton,MA02766
N/A PC General Operating Support 500

Norton High School Hoopster Boosters

22 Talbot Drive
Norton,MA02766
N/A PC General Operating Support 400

Norton High School Lacrosse Association

PO Box 214
Norton,MA02766
N/A PC General Operating Support 100

Norton High School Parent Advisory Board

66 West Main Street
Norton,MA02766
N/A PC General Operating Support 250

Norton Public Library

68 East Main Street
Norton,MA02766
N/A PC General Operating Support 3,990

Norton Youth Baseball Softball

PO Box 2023
Norton,MA02766
N/A PC General Operating Support 600

Norton Youth Football & Cheer

PO Box 295
Norton,MA02766
N/A PC General Operating Support 500

O A Soccer Boosters Club

5 Symphony Drive
North Easton,MA02356
N/A PC General Operating Support 500

Oddball Foundation Inc

12 Giles Place Unit 1416
Mansfield,MA02048
N/A PC General Operating Support 500

Old Colony YMCA

320 Main Street
Brockton,MA02301
N/A PC General Operating Support 25,000

Our Daily Bread Mansfield Food Pantry Inc

15a West Street
Mansfield,MA02048
N/A PC General Operating Support 6,000

Personal Best Charity Inc

250 E Main Street
Norton,MA02766
N/A PC General Operating Support 2,552

Plimoth Patuxent Museums Inc

PO Box 1620
Plymouth,MA02362
N/A PC General Operating Support 1,000

Plymouth Area Coalition for the Homeless

149 Bishops Highway
Kingston,MA02364
N/A PC General Operating Support 1,500

Plymouth Lions Charities Inc

PO Box 3491
Plymouth,MA02361
N/A PC General Operating Support 1,000

Plymouth Public Library

132 South Street
Plymouth,MA02360
N/A PC General Operating Support 2,500

Plymouth Rotary Charitable Fund Inc

PO Box 927
Plymouth,MA02362
N/A PC General Operating Support 1,000

PTAD - Friends of PDFC

72 Hill Farm Road
Pembroke,MA02359
N/A PC General Operating Support 2,000

Richard Tucker Memorial Fund Inc

226 Turnpike Street
South Easton,MA02375
N/A PC General Operating Support 250

Richardson Olmstead School PTA

101 Lothrop Street
North Easton,MA02356
N/A PC General Operating Support 1,000

Rockland Hanson Rotary Foundation

PO Box 203
Hanson,MA02341
N/A PC General Operating Support 500

Rotary Club of North Attleboro Plainville Charitable Foundation

204 Elm Street
North Attleboro,MA02760
N/A PC General Operating Support 1,125

Rotary Club of the Bridgewaters

PO Box 266
East Bridgewater,MA02333
N/A PC General Operating Support 250

Saint Mary's Church

330 Pratt Street
Mansfield,MA02048
N/A PC General Operating Support 250

Sarah's Village Foundation Inc

52 Gunning Point Road
Plymouth,MA02360
N/A PC General Operating Support 3,117

School on Wheels of Massachusetts's Inc

100 Laurel Street Suite 121
East Bridgewater,MA02333
N/A PC General Operating Support 3,750

Shane Gives Thanks Inc

PO Box 140
Caver,MA02330
N/A PC General Operating Support 3,000

Signature Healthcare Brockton Hospital

680 Centre Street
Brockton,MA02302
N/A PC General Operating Support 5,000

Smarts Collaborative

PO Box 356
Attleboro,MA02703
N/A PC General Operating Support 750

Smith Farm at Borderland Inc

PO Box 581
North Easton,MA02356
N/A PC General Operating Support 588

Smokey Chestnut Farm Inc

PO Box 407
Norton,MA02766
N/A PC General Operating Support 250

Society of St Vincent De Paul in the Archdiocese of Boston Inc

18 Canton Street
Stoughton,MA02072
N/A PC General Operating Support 13,250

South Shore Action for Hope Inc

3 Whispering Pines Drive
Plymouth,MA02360
N/A PC General Operating Support 500

South Shore Boxing Club Inc

356 South Avenue
Whitman,MA02382
N/A PC General Operating Support 250

South Shore Habitat for Humanity

77 Accord Park Drive D7
Norwell,MA02061
N/A PC General Operating Support 1,750

South Shore Veterans Assistance Inc

210 Essex Street 5
Whitman,MA02382
N/A PC General Operating Support 500

South Shore Young Professionals

1050 Hingham Street
Rockland,MA02370
N/A PC General Operating Support 500

Southeastern Regional School Foundation

250 Foundry Street
South Easton,MA02375
N/A PC General Operating Support 1,000

St Peter's Church Food Pantry

929 Main Street
Worcester,MA01610
N/A PC General Operating Support 3,000

Stonehill College Inc

320 Washington Street
Easton,MA02357
N/A PC General Operating Support 3,000

Sturdy Memorial Foundation Inc

PO Box 2963 211 Park Street
Attleboro,MA02703
N/A SO II General Operating Support 3,000

The Brockton Library Foundation Inc

PO Box 202 304 Main Street
Brockton,MA02303
N/A PC General Operating Support 3,500

The Carroll Center for the Blind

770 Centre Street
Newton,MA02458
N/A PC General Operating Support 500

The Charity Guild Inc

PO Box 4856 501 Main Street
Brockton,MA02303
N/A PC General Operating Support 5,250

The Makayla Guerriero Memorial and Scholarship Fund

8 Kipling Road
South Weymouth,MA02190
N/A PC General Operating Support 500

The Nemasket Group

109 Fairhaven Road
Mattapoisett,MA02739
N/A PC General Operating Support 200

The Pilgrim Society

75 Court Street
Plymouth,MA02360
N/A PC General Operating Support 1,500

Town of Easton

136 Elm Street
North Easton,MA02356
N/A GOV General Operating Support 5,000

Town of Halifax

499 Plymouth Street
Halifax,MA02338
N/A GOV General Operating Support 1,000

Town of Mansfield

6 Park Row
Mansfield,MA02048
N/A GOV General Operating Support 300

United Way of Greater Plymouth County Inc

934 West Chestnut Street
Brockton,MA02301
N/A PC General Operating Support 2,000

Urban League of Eastern Massachusetts

89 Warren Street
Roxbury,MA02119
N/A PC General Operating Support 500

Victory for Families Inc

52 Brock Street
Stoughton,MA02072
N/A PC General Operating Support 1,000

We Do Care

10 Gawaine Road
North Easton,MA02356
N/A PC General Operating Support 1,000

We Salute You Project Inc

133 Mansfield Avenue
Norton,MA02766
N/A PC General Operating Support 200

West Bridgewater Food Pantry Inc

457 S Main Street 28
West Bridgewater,MA02379
N/A PC General Operating Support 2,000

West Side Benevolent Circle

PO Box 506
Mansfield,MA02048
N/A PC General Operating Support 1,000

Whitman & Hanson Dollars For Scholars Inc

PO Box 26
Whitman,MA02382
N/A PC General Operating Support 2,000

Whitman Hanson Regional School District

610 Franklin Street
Whitman,MA02382
N/A GOV General Operating Support 5,000

Whitman-Hanson Youth Soccer Inc

PO Box 99
Whitman,MA02382
N/A PC General Operating Support 1,000
Total .................................right arrow 3a 338,797
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 24,232  
4 Dividends and interest from securities ....          
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 ............
         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 24,232 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
24,232
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
North Easton Savings Bank
 
Charitable Foundation Inc
EIN:
92-1367525
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting fees 2,500 1,250   1,250

TY 2024 OtherDecreasesSchedule
Name:
North Easton Savings Bank
 
Charitable Foundation Inc
EIN:
92-1367525
Description Amount
Grants paid inadvertently to non-qualified recipients 5,410


TY 2024 OtherExpensesSchedule
Name:
North Easton Savings Bank
 
Charitable Foundation Inc
EIN:
92-1367525
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MA filing fees 500 0   500


TY 2024 OtherIncreasesSchedule
Name:
North Easton Savings Bank
 
Charitable Foundation Inc
EIN:
92-1367525
Description Amount
Reimbursement of prior year disqualified grants 3,260
Recovery of amounts treated as qualifying distributions 875
Timing differences, checks written to funds withdrawn 2,400


TY 2024 TaxesSchedule
Name:
North Easton Savings Bank
 
Charitable Foundation Inc
EIN:
92-1367525
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise Taxes 1,037 0   0