Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
ROCKLAND TRUST CHARITABLE FOUNDATION
INC
Number and street (or P.O. box number if mail is not delivered to street address) 288 UNION STREET
  Room/suite
City or town
ROCKLAND
State or province
MA
Country  
ZIP or foreign postal code
02370
A Employer identification number

20-2668833
B Telephone number (see instructions)

7819826100
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$53,377,577J 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) 8,121
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,525,291 1,484,833  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,436,071
b Gross sales price for all assets on line 6a 15,436,924
7 Capital gain net income (from Part IV, line 2)... 2,436,071
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
147,500 38  
12 Total. Add lines 1 through 11........ 4,116,983 3,920,942  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 4,500 0   4,500
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
10,310 0   10,310
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
599,262 213,073   390,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
58,961 9,253   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
73,908 0   73,908
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 746,941 222,326   478,718
25 Contributions, gifts, grants paid....... 2,662,721 2,333,833
26 Total expenses and disbursements. Add lines 24 and 25 ................ 3,409,662 222,326   2,812,551
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 707,321
b Net investment income (if negative, enter -0-) 3,698,616
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 62,972 51,846 51,846
2 Savings and temporary cash investments......... 808,639 1,000,911 1,000,911
3 Accounts receivable 50,000
Less: allowance for doubtful accounts     50,000 50,000
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 10,242,548 Click to see attachment
List of Attached Documents:
// Content
10,880,617 		10,880,617
b Investments—corporate stock (attach schedule)....... 27,844,782 Click to see attachment
List of Attached Documents:
// Content
23,275,639 		23,275,639
c Investments—corporate bonds (attach schedule)....... 12,410,040 Click to see attachment
List of Attached Documents:
// Content
18,118,564 		18,118,564
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 51,368,981 53,377,577 53,377,577
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 479,334 592,500
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 479,334 592,500
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 50,889,647 52,785,077
29 Total net assets or fund balances (see instructions)..... 50,889,647 52,785,077
30 Total liabilities and net assets/fund balances (see instructions). 51,368,981 53,377,577
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
50,889,647
2
Enter amount from Part I, line 27a .....................
2
707,321
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,188,109
4
Add lines 1, 2, and 3 ..........................
4
52,785,077
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
52,785,077
Form 990-PF (2025)
Form 990-PF (2025)
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 ST SALE OF SECURITIES P    
b LT SALE OF SECURITIES P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,508,767   2,499,877 8,890
b 12,707,284   10,500,976 2,206,308
c 220,873     220,873
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       8,890
b       2,206,308
c       220,873
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 2,436,071
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 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 51,411
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 51,411
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 51,411
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 46,000
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 46,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 5,411
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
MA
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 2025 or the taxable year beginning in 2025? 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 addressWWW.ROCKLANDTRUST.COM
14
The books are in care ofANTHONY DEANGELO Telephone no. (781) 982-6289

Located at288 UNION STROCKLANDMA ZIP+402370
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
STEPHEN JANECZKO ASSISTANT TREASURER (ENDED 4/23/25)
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
JEANNE L TRAVERS CLERK
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
DAVID HOUSTON DIRECTOR
1.00 		1,500 0 0
288 UNION STREET
ROCKLAND,MA02370
MARGARET MCCARTHY DIRECTOR
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
GERARD NADEAU DIRECTOR
1.00 		1,000 0 0
288 UNION STREET
ROCKLAND,MA02370
PATRICIA NATALE DIRECTOR
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
ALASTAIR IRONSIDE PRESIDENT/DIRECTOR
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
ANTHONY DEANGELO TREASURER
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
ANDREA BOROWIECKI EXEC. DIR/VP COMM. GIVING & ENG.
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
JENNIFER BANKS-GOULART DIRECTOR
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
SHEFALI DESAI DIRECTOR
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
LAUREN MAHONEY DIRECTOR
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
WILLIAM MAHONEY DIRECTOR
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
EMILY MCDONALD DIRECTOR
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
MARK MENDES DIRECTOR
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
CHERYL SPILLANE DIRECTOR
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
HANWAR HARNETT DIRECTOR (ENDED 8/1/25)
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
JOSEPH TAVARES DIRECTOR
1.00 		0 0 0
288 UNION STREET
ROCKLAND,MA02370
SCOTT SMITH DIRECTOR
1.00 		1,000 0 0
288 UNION STREET
ROCKLAND,MA02370
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
ROCKLAND TRUST ADMINISTRATIVE 390,000
288 UNION STREET
ROCKLAND,MA02370
ROCKLAND TRUST INVESTMENT MANAGEMENT 209,262
288 UNION STREET
ROCKLAND,MA02370
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
51,936,702
b
Average of monthly cash balances.......................
1b
330,477
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
52,267,179
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
52,267,179
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
784,008
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
51,483,171
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
2,574,159
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,574,159
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
51,411
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
51,411
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,522,748
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,522,748
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,522,748
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, line 26, column (d) ..........
1a
2,812,551
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,812,551
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 2,522,748
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 442,289
b From 2021...... 119,051
c From 2022...... 237,433
d From 2023...... 457,845
e From 2024...... 659,465
f Total of lines 3a through e ........ 1,916,083
4Qualifying distributions for 2025 from Part
XI, line 4: $ 2,812,551
a Applied to 2024, 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 2025 distributable amount..... 2,522,748
e Remaining amount distributed out of corpus 289,803
5 Excess distributions carryover applied to 2025. 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 2,205,886
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		442,289
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		1,763,597
10 Analysis of line 9:
a Excess from 2021 .... 119,051
b Excess from 2022 .... 237,433
c Excess from 2023 .... 457,845
d Excess from 2024 .... 659,465
e Excess from 2025 .... 289,803
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JEANNE TRAVERS
288 UNION STREET
ROCKLAND,MA02370
(781) 982-6637
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS AVAILABLE AT 288 UNION STREET, ROCKLAND, MA 02370.
cAny submission deadlines:
SEE APPLICATIONS FOR VARIOUS DEADLINES.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ROCKLAND TRUST CHARITABLE FOUNDATION AWARDS GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS THAT MEET OUR GIVING GUIDELINES AND ARE LOCATED IN OR BENEFIT OUR SERVICE AREA.
Form 990-PF (2025)
Form 990-PF (2025)
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

2LIFE COMMUNITIES

30 WALLINGFORD ROAD
BOSTON,MA02135 		NOT RELATED   EXEMPT PURPOSE 2,500

ABBY KELLEY FOSTER HOUSE INC (ABBY'S HOUSE)

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

ADOLESCENT CONSULTATION SERVICES INC

189 CAMBRIDGE STREET
CAMBRIDGE,MA02141 		NOT RELATED   EXEMPT PURPOSE 2,500

ADVOCATES INC

1881 WORCESTER ROAD
FRAMINGHAM,MA01701 		NOT RELATED   EXEMPT PURPOSE 10,000

AFRICAN CULTURAL SERVICES INC

703 MAIN STREET
WALTHAM,MA02451 		NOT RELATED   EXEMPT PURPOSE 1,000

ALDEN KINDRED OF AMERICA INC

105 ALDEN STREET
DUXBURY,MA02332 		NOT RELATED   EXEMPT PURPOSE 3,000

ALLSTON BRIGHTON CDC

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

AMERICA SCORES NEW ENGLAND

150 BYRON STREET
BOSTON,MA02128 		NOT RELATED   EXEMPT PURPOSE 2,500

AMERICAN CONSUMER CREDIT COUNSELING INC

130 RUMFORD AVE SUITE 202
AUBURNDALE,MA02466 		NOT RELATED   EXEMPT PURPOSE 15,000

AMIRAH INC

100 CUMMINGS CENTER
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 2,500

AMOS HOUSE

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

AMPLIFY LATINX

18 GROVE STREET SUITE 4
WELLESLEY,MA02482 		NOT RELATED   EXEMPT PURPOSE 2,500

ARC OF BRISTOL COUNTY

16 HILLSIDE AVENUE
ATTLEBORO,MA02703 		NOT RELATED   EXEMPT PURPOSE 2,500

ARTISTS FOR HUMANITY INC (AFH)

100 WEST 2ND STREET
BOSTON,MA02127 		NOT RELATED   EXEMPT PURPOSE 5,000

AS220

95 EMPIRE STREET
PROVIDENCE,RI02903 		NOT RELATED   EXEMPT PURPOSE 2,500

ASIAN BUSINESS EMPOWERMENT COUNCIL

75 ARLINGTON STREET
BOSTON,MA02116 		NOT RELATED   EXEMPT PURPOSE 2,500

BARNSTABLE LAND TRUST INC

1540 MAIN STREET
WEST BARNSTABLE,MA02668 		NOT RELATED   EXEMPT PURPOSE 2,500

BE COMMUNITY

401 WEST CENTER STREET UNIT E3
WEST BRIDGEWATER,MA02379 		NOT RELATED   EXEMPT PURPOSE 2,500

BEACON COMMUNITIES CHARITABLE FUND

125 MERCER ST
BOSTON,MA02127 		NOT RELATED   EXEMPT PURPOSE 2,500

BIG BROTHERS BIG SISTERS OF CENTRAL MASS AND METROWEST

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

BIG BROTHERS BIG SISTERS OF EASTERN MASSACHUSETTS

184 HIGH STREET
BOSTON,MA021103001 		NOT RELATED   EXEMPT PURPOSE 1,500

BIG BROTHERS BIG SISTERS OF RHODE ISLAND INC

188 VALLEY STREET
PROVIDENCE,RI02909 		NOT RELATED   EXEMPT PURPOSE 5,000

BOSTON ARTS ACADEMY FOUNDATION

9 LANSDOWNE STREET
BOSTON,MA02215 		NOT RELATED   EXEMPT PURPOSE 19,000

BOSTON CHINATOWN NEIGHBORHOOD CENTER

30 ASH STREET
BOSTON,MA02111 		NOT RELATED   EXEMPT PURPOSE 15,000

BOSTON GREEN ACADEMY FOUNDATION

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

BOSTON MUSIC PROJECT

885 WASHINGTON STREET
BOSTON,MA02111 		NOT RELATED   EXEMPT PURPOSE 5,000

BOSTON PARTNERS IN EDUCATION

192 SOUTH STREET SUITE 600
BOSTON,MA02111 		NOT RELATED   EXEMPT PURPOSE 5,000

BOTTOM LINE

500 AMORY STREET
BOSTON,MA02130 		NOT RELATED   EXEMPT PURPOSE 5,000

BOURNE COMMUNITY BOATING INC

PO BOX 315
BOURNE,MA02532 		NOT RELATED   EXEMPT PURPOSE 1,000

BOYS & GIRLS CLUB OF FITCHBURG & LEOMINSTER

365 LINDELL AVENUE
LEOMINSTER,MA01453 		NOT RELATED   EXEMPT PURPOSE 5,000

BOYS & GIRLS CLUB OF GREATER NEW BEDFORD

166 JENNEY STREET
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 6,000

BOYS & GIRLS CLUB OF LYNN

25 NORTH COMMON STREET
LYNN,MA01902 		NOT RELATED   EXEMPT PURPOSE 5,000

BOYS & GIRLS CLUB OF PAWTUCKET

1 MOELLER PLACE
PAWTUCKET,RI02860 		NOT RELATED   EXEMPT PURPOSE 2,500

BOYS & GIRLS CLUB OF PLYMOUTH INC

9 RESNIK ROAD
PLYMOUTH,MA02360 		NOT RELATED   EXEMPT PURPOSE 5,000

BOYS & GIRLS CLUB OF STONEHAM INC - DBA BOYS & GIRLS CLUB OF METRO NORTH

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

BOYS & GIRLS CLUB OF WORCESTER

65 BOYS GIRLS CLUB WAY
WORCESTER,MA01610 		NOT RELATED   EXEMPT PURPOSE 5,000

BOYS & GIRLS CLUBS OF DORCHESTER

1135 DORCHESTER AVENUE
BOSTON,MA02125 		NOT RELATED   EXEMPT PURPOSE 10,000

BOYS & GIRLS CLUBS OF METROWEST

169 PLEASANT STREET
MARLBOROUGH,MA01752 		NOT RELATED   EXEMPT PURPOSE 5,000

BOYS & GIRLS CLUBS OF PROVIDENCE

550 WICKENDEN STREET
PROVIDENCE,RI02903 		NOT RELATED   EXEMPT PURPOSE 5,000

BOYS AND GIRLS CLUBS OF METRO SOUTH

19 COURT STREET
TAUNTON,MA02780 		NOT RELATED   EXEMPT PURPOSE 10,000

BRAZILIAN RESOURCE CENTER INC

769 MASSACHUSETTS 28UNIT B
YARMOUTH,MA02664 		NOT RELATED   EXEMPT PURPOSE 2,500

BREAKTIME UNITED INC

63 FRANKLIN ST
BOSTON,MA02110 		NOT RELATED   EXEMPT PURPOSE 5,000

BROCKTON EDUCATIONAL FOUNDATION INC

43 CRESCENT STREET
BROCKTON,MA02301 		NOT RELATED   EXEMPT PURPOSE 25,000

BROCKTON HOSPITAL INC

680 CENTRE ST
BROCKTON,MA02302 		NOT RELATED   EXEMPT PURPOSE 30,000

BROOKLINE IMPROVEMENT COALITION INC

1017 BEACON ST
BROOKLINE,MA02446 		NOT RELATED   EXEMPT PURPOSE 10,000

BUSINESS NOT AS USUAL ENTREPRENEUR INSTITUTE

151 HALLET ST 323
BOSTON,MA02124 		NOT RELATED   EXEMPT PURPOSE 1,000

BUSINESSES UNITED IN INVESTING LENDING AND DEVELOPMENT

198 TREMONT STREET NO 251
BOSTON,MA02116 		NOT RELATED   EXEMPT PURPOSE 5,000

BUTTON HOLE

1 BUTTONHOLE DRIVE
PROVIDENCE,RI02909 		NOT RELATED   EXEMPT PURPOSE 5,000

CANDORFUL INC

30 FRANKLIN STREET UNIT 128
MALDEN,MA02148 		NOT RELATED   EXEMPT PURPOSE 2,500

CAPE ABILITIES INC

895 MARY DUNN ROAD
BARNSTABLE,MA02601 		NOT RELATED   EXEMPT PURPOSE 2,500

CAPE AND ISLANDS UNITED WAY

396 MAIN ST SUITE 12
HYANNIS,MA02601 		NOT RELATED   EXEMPT PURPOSE 6,600

CAPE COD BLUE ECONOMY FOUNDATION INC

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

CAPE COD BRITE LIGHTS INC

845 ROUTE 28 UNIT 16
SOUTH YARMOUTH,MA02664 		NOT RELATED   EXEMPT PURPOSE 1,000

CAPE COD MARITIME MUSEUM

135 SOUTH STREET
BARNSTABLE,MA02601 		NOT RELATED   EXEMPT PURPOSE 1,000

CAPE COD TIMES NEIGHBORS FUND INC

540 MAIN STREET
BARNSTABLE,MA02601 		NOT RELATED   EXEMPT PURPOSE 2,500

CAPE VERDEAN WOMEN UNITED INC

225 QUINCY AVENUE
BROCKTON,MA02302 		NOT RELATED   EXEMPT PURPOSE 2,500

CARDINAL CUSHING CENTERS

405 WASHINGTON STREET
HANOVER,MA02339 		NOT RELATED   EXEMPT PURPOSE 15,000

CARE DIMENSIONS INC

75 SYLVAN STREET
DANVERS,MA01923 		NOT RELATED   EXEMPT PURPOSE 2,500

CARITAS COMMUNITIES INC

25 BRAINTREE HILL OFFICE PARK
BRAINTREE,MA02184 		NOT RELATED   EXEMPT PURPOSE 5,000

CASA MYRNA VAZQUEZ INC

451 BLUE HILL AVENUE
BOSTON,MA02121 		NOT RELATED   EXEMPT PURPOSE 2,500

CATHLEEN STONE ISLAND OUTWARD BOUND EDUCATION CENTER INC

PO BOX 127
BOSTON,MA02127 		NOT RELATED   EXEMPT PURPOSE 5,000

CENTRE STREET FOOD PANTRY INC

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

CHAMP HOMES INC

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

CHARITY GUILD INC

501 MAIN STREET PO BOX 4856
BROCKTON,MA02301 		NOT RELATED   EXEMPT PURPOSE 26,750

CHILDREN'S DISCOVERY MUSEUM OF CAPE COD INC

577 GREAT NECK ROAD SOUTH
MASHPEE,MA02649 		NOT RELATED   EXEMPT PURPOSE 1,000

CHILDREN'S INVESTMENT FUND INC

18 TREMONT STREET 5TH FLOOR
BOSTON,MA02108 		NOT RELATED   EXEMPT PURPOSE 10,000

CIRCLE OF HOPE INC

1329 HIGHLAND AVENUE SUITE 3
NEEDHAM,MA02492 		NOT RELATED   EXEMPT PURPOSE 2,500

CITIZENS' HOUSING AND PLANNING ASSOCIATION

1 BEACON ST 5TH FL
BOSTON,MA021083107 		NOT RELATED   EXEMPT PURPOSE 10,000

CITIZENS INN INC

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

COACHING4CHANGE

427 WINTHROP STREET
TAUNTON,MA02780 		NOT RELATED   EXEMPT PURPOSE 15,000

COASTAL FOODSHED INC

127 WEST RODNEY FRENCH BOULEVARD
NEW BEDFORD,MA02744 		NOT RELATED   EXEMPT PURPOSE 5,000

CODMAN ACADEMY FOUNDATION

637 WASHINGTON STREET PO BOX 240906
DORCHESTER,MA02124 		NOT RELATED   EXEMPT PURPOSE 5,000

CODMAN SQUARE NEIGHBORHOOD DEVELOPMENT CORP

587 WASHINGTON STREET
DORCHESTER,MA02124 		NOT RELATED   EXEMPT PURPOSE 5,000

COHASSET COMMUNITY ASSISTANCE FUND

20 LOCUST ROAD
COHASSET,MA02025 		NOT RELATED   EXEMPT PURPOSE 1,000

COLLEGE VISIONS

180 WESTMINSTER STREET SUITE 203
PROVIDENCE,RI02903 		NOT RELATED   EXEMPT PURPOSE 5,000

COMMUNITIES FOR PEOPLE INC

623 ATWELLS AVENUE STE 201
PROVIDENCE,RI02909 		NOT RELATED   EXEMPT PURPOSE 2,500

COMMUNITY BUILDERS INC

33 ARCH STREET 10TH FLOOR SUITE
1000
BOSTON,MA02110 		NOT RELATED   EXEMPT PURPOSE 3,000

COMMUNITY DEVELOPMENT PARTNERSHIP

260 CRANBERRY HWY UNIT 1
ORLEANS,MA02653 		NOT RELATED   EXEMPT PURPOSE 10,000

COMMUNITY GROWTH CONSULTANT INC

713 RIVER ST HYDE PARK MA 02136
HYDE PARK,MA02136 		NOT RELATED   EXEMPT PURPOSE 1,000

COMMUNITY HARVEST PROJECT INC

37 WHEELER RD
NORTH GRAFTON,MA01536 		NOT RELATED   EXEMPT PURPOSE 2,500

COMMUNITY SERVINGS INC

179 AMORY STREET
BOSTON,MA02130 		NOT RELATED   EXEMPT PURPOSE 5,000

CRADLES TO CRAYONS INC

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

CRISPUS ATTUCKS CHILDREN'S CENTER

105 CRAWFORD ST
DORCHESTER,MA02121 		NOT RELATED   EXEMPT PURPOSE 2,500

CRISTO REY BOSTON HIGH SCHOOL

100 SAVIN HILL AVENUE
BOSTON,MA02125 		NOT RELATED   EXEMPT PURPOSE 5,000

CROSSROADS FOR KIDS INC

119 MYRTLE STREET
DUXBURY,MA02332 		NOT RELATED   EXEMPT PURPOSE 10,000

CROSSROADS RHODE ISLAND DEVELOPMENT CORPORATION

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

DORCHESTER BAY ECONOMIC DEVELOPMENT CORPORATION

594 COLUMBIA RD
DORCHESTER,MA02125 		NOT RELATED   EXEMPT PURPOSE 10,000

DOVE INC

159 THOMAS BURGIN PARKWAY
QUINCY,MA02169 		NOT RELATED   EXEMPT PURPOSE 5,000

DUXBURY BEACH RESERVATION INC

457 WASHINGTON STREET PO BOX 2593
DUXBURY,MA02332 		NOT RELATED   EXEMPT PURPOSE 5,000

EDEN

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

EAST BOSTON SOCIAL CENTERS

68 CENTRAL SQUARE
BOSTON,MA02128 		NOT RELATED   EXEMPT PURPOSE 2,500

EDVESTORS INC

142 BERKELEY STREET
BOSTON,MA02116 		NOT RELATED   EXEMPT PURPOSE 2,500

ELDER SERVICES OF CAPE COD AND THE ISLANDS INC

68 ROUTE 134
SOUTH DENNIS,MA026603710 		NOT RELATED   EXEMPT PURPOSE 5,000

EMPOWER GRIEVING CHILDREN INC

759 CHIEF JUSTICE CUSHING HWY
COHASSET,MA02025 		NOT RELATED   EXEMPT PURPOSE 5,000

ENGLISH AT LARGE

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

ENGLISH FOR NEW BOSTONIANS

185 DEVONSHIRE ST SUITE 700
BOSTON,MA02110 		NOT RELATED   EXEMPT PURPOSE 5,000

ENROOT INC

99 BISHOP ALLEN DRIVE
CAMBRIDGE,MA02139 		NOT RELATED   EXEMPT PURPOSE 5,000

FALL RIVER DEACONESS HOME

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

FALMOUTH SERVICE CENTER INC

611 GIFFORD STREET
FALMOUTH,MA02540 		NOT RELATED   EXEMPT PURPOSE 10,000

FAMILIES FIRST PARENTING PROGRAMS

50 HUNT STREET SUITE 320
WATERTOWN,MA02472 		NOT RELATED   EXEMPT PURPOSE 5,000

FAMILY AND COMMUNITY RESOURCES INC

18 NEWTON STREET
BROCKTON,MA02301 		NOT RELATED   EXEMPT PURPOSE 1,500

FAMILY PANTRY OF CAPE COD CORP

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

FAMILYAID BOSTON INC

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

FARM AND COMMUNITY COLLABORATIVE INC

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

FARMING FALMOUTH INC

PO BOX 2322
TEATICKET,MA02536 		NOT RELATED   EXEMPT PURPOSE 2,500

FATHER BILL'S & MAINSPRING

430 BELMONT STREET
BROCKTON,MA02301 		NOT RELATED   EXEMPT PURPOSE 20,000

FIRST TEACHER (A PROJECT OF TSNE)

221 BLUE HILL AVENUE
BOSTON,MA02119 		NOT RELATED   EXEMPT PURPOSE 7,500

FONTBONNE ACADEMY

930 BROOK RD
MILTON,MA021352801 		NOT RELATED   EXEMPT PURPOSE 7,500

FOOD PANTRY FOUNDATION

219 CURTIS AVE
STOUGHTON,MA02072 		NOT RELATED   EXEMPT PURPOSE 1,000

FOUND IN TRANSLATION

218 ADAMS STREET
BOSTON,MA02122 		NOT RELATED   EXEMPT PURPOSE 5,000

FOUNDATION TO ADVANCE CATHOLIC EDUCATION

450 HIGHLAND AVENUE
FALL RIVER,MA02720 		NOT RELATED   EXEMPT PURPOSE 25,000

FRANKLIN FOOD PANTRY

341 WEST CENTRAL STREET
FRANKLIN,MA02038 		NOT RELATED   EXEMPT PURPOSE 6,000

FREEDOM HOUSE INC

5 CRAWFORD STREET
DORCHESTER,MA02121 		NOT RELATED   EXEMPT PURPOSE 10,000

FRIENDS OF FRANKLIN ELDERS INC

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

FRIENDS OF NORTHSHORE EDUCATION CONSORTIUM INC

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

FRIENDS OF THE HOMELESS OF THE SOUTH SHORE

48 SEA STREET
WEYMOUTH,MA02191 		NOT RELATED   EXEMPT PURPOSE 2,000

FRIENDSHIP HOME INC

458 MAIN STREET PO BOX 916
NORWELL,MA02061 		NOT RELATED   EXEMPT PURPOSE 10,000

FULLER CRAFT MUSEUM INC

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

GARDNER PILOT ACADEMY FOUNDATION INC (FISCAL SPONSOR YMCA OF GREATER BOSTON

316 HUNTINGTON AVENUE
BOSTON,MA02115 		NOT RELATED   EXEMPT PURPOSE 2,500

GINNY'S HELPING HAND INC

52 MECHANIC ST
LEOMINSTER,MA01453 		NOT RELATED   EXEMPT PURPOSE 1,500

GIRL SCOUTS OF EASTERN MASSACHUSETTS INC

265 BEAVER STREET
WALTHAM,MA02452 		NOT RELATED   EXEMPT PURPOSE 5,000

GIRLS INC OF BOSTON AND LYNN

50 HIGH STREET
LYNN,MA01901 		NOT RELATED   EXEMPT PURPOSE 8,000

GIRLS INCORPORATED OF WORCESTER

125 PROVIDENCE STREET
WORCESTER,MA01604 		NOT RELATED   EXEMPT PURPOSE 5,000

GLBTQ LEGAL ADVOCATES & DEFENDERS (GLAD LAW)

18 TREMONT STREET STE 950
BOSTON,MA02108 		NOT RELATED   EXEMPT PURPOSE 5,000

GREATER ATTLEBORO AREA COUNCIL FOR CHILDREN INC

4 HODGES STREET
ATTLEBORO,MA02703 		NOT RELATED   EXEMPT PURPOSE 2,500

GREATER BOSTON PARENTS FAMILIES AND FRIENDS OF LESBIANS AND GAYS INC

85 RIVER STREET 3A
WALTHAM,MA02453 		NOT RELATED   EXEMPT PURPOSE 5,000

GREATER FALL RIVER COMMUNITY FOOD PANTRY INC

235 NASHUA STREET
FALL RIVER,MA02721 		NOT RELATED   EXEMPT PURPOSE 2,500

GREATER FALL RIVER RE-CREATION COMMITTEE INC

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

GREATER SEACOAST COMMUNITY HEALTH

8 GREENLEAF WOODS DRIVE
PORTSMOUTH,NH03801 		NOT RELATED   EXEMPT PURPOSE 1,000

GROUNDWORK LAWRENCE

50 ISLAND STREET SUITE 101
LAWRENCE,MA01840 		NOT RELATED   EXEMPT PURPOSE 7,500

GROUNDWORK SOMERVILLE

337 SOMERVILLE AVENUE
SOMERVILLE,MA02143 		NOT RELATED   EXEMPT PURPOSE 1,000

HAPPY HOPE FOUNDATION

6 BENJAMIN NYE CIRCLE
POCASSET,MA02559 		NOT RELATED   EXEMPT PURPOSE 2,250

HARBORCOV

148 SHAWMUT STREET
CHELSEA,MA02150 		NOT RELATED   EXEMPT PURPOSE 5,000

HARBORLIGHT COMMUNITY PARTNERS

283 ELLIOTT STREET PO BOX 507
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 5,000

HEALING ABUSE WORKING FOR CHANGE

27 CONGRESS STREET
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 5,000

HEALTH IMPERATIVES INC

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

HEALTHY AGING MARTHA'S VINEYARD INC

29 BREAKDOWN LANE
TISBURY,MA02568 		NOT RELATED   EXEMPT PURPOSE 1,000

HEARTH INC

1640 WASHINGTON STREET
BOSTON,MA02118 		NOT RELATED   EXEMPT PURPOSE 2,500

HILDEBRAND FAMILY SELF-HELP CENTER INC

614 MASSACHUSETTS AVENUE 3RD FLOOR
CAMBRIDGE,MA02139 		NOT RELATED   EXEMPT PURPOSE 10,000

HISPANIC-AMERICAN INSTITUTE INC

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

HOCKOMOCK AREA YMCA

300 ELMWOOD STREET
NORTH ATTLEBOROUGH,MA02760 		NOT RELATED   EXEMPT PURPOSE 3,000

HOMELESS PREVENTION COUNCIL INC

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

HOPE AND COMFORT INC

33 4TH AVENUE
NEEDHAM,MA02494 		NOT RELATED   EXEMPT PURPOSE 2,500

HOPE FLOATS HEALING AND WELLNESS CENTER

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

HORIZONS FOR HOMELESS CHILDREN INC

COLUMBUS AVENUE
BOSTON,MA02215 		NOT RELATED   EXEMPT PURPOSE 5,000

HOSPITALITY HOMES INC

PO BOX 15265
BOSTON,MA02215 		NOT RELATED   EXEMPT PURPOSE 2,500

HOUSE OF POSSIBILITIES

350 WASHINGTON STREET
EASTON,MA02356 		NOT RELATED   EXEMPT PURPOSE 5,000

HOUSING ASSISTANCE CORPORATION

255 INDEPENDENCE DRIVE
BARNSTABLE,MA02601 		NOT RELATED   EXEMPT PURPOSE 10,000

HOUSING FAMILIES INC

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

HUMAN RIGHTS CAMPAIGN FOUNDATION

1640 RHODE ISLAND AVE NW
WASHINGTON,DC20036 		NOT RELATED   EXEMPT PURPOSE 7,500

HYDE PARK MAIN STREETS INC

11 FAIRMOUNT AVE SUITE 107
HYDE PARK,MA02136 		NOT RELATED   EXEMPT PURPOSE 5,000

HYDE SQUARE TASK FORCE INC

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

IMMIGRANTS' ASSISTANCE CENTER INC

58 CRAPO STREET
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 1,000

INSPIRING MINDS

65 PAVILION AVENUE
PROVIDENCE,RI02905 		NOT RELATED   EXEMPT PURPOSE 2,500

INSTITUTE FOR ENERGY AND SUSTAINABILITY INC

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

ISLAND GROWN INITIATIVE

80 STONEY HILL ROAD
TISBURY,MA02568 		NOT RELATED   EXEMPT PURPOSE 3,500

ISLAND HOUSING TRUST CORPORATION

495 STATE ROAD UNIT 20
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 25,000

ITALIAN HOME FOR CHILDREN

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

JAMAICA PLAIN NEIGHBORHOOD

31 GERMANIA ST
JAMAICA PLAIN,MA02130 		NOT RELATED   EXEMPT PURPOSE 10,000

JEREMIAH PROGRAM

1 APPLETON STREET
BOSTON,MA02116 		NOT RELATED   EXEMPT PURPOSE 2,500

JEWISH VOCATIONAL SERVICES

75 FEDERAL STREET 3RD FLOOR
BOSTON,MA02110 		NOT RELATED   EXEMPT PURPOSE 10,000

JULIE'S FAMILY LEARNING PROGRAM INC

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

JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS INC

128 UNION STREET SUITE 304
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 5,000

KWONG KOW CHINESE SCHOOL

87 TYLER STREET
BOSTON,MA02111 		NOT RELATED   EXEMPT PURPOSE 2,500

LA VIDA INC

120 MUNROE STREET
LYNN,MA01901 		NOT RELATED   EXEMPT PURPOSE 5,000

LAWRENCE CATHOLIC ACADEMY

101 PARKER STREET
LAWRENCE,MA01843 		NOT RELATED   EXEMPT PURPOSE 1,500

LEAP FOR EDUCATION INC

35 CONGRESS STREET
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 6,000

LEGENDARY LEGACIES

40 SOUTHBRIDGE STREET
WORCESTER,MA01608 		NOT RELATED   EXEMPT PURPOSE 2,500

LITERACY VOLUNTEERS OF GREATER WORCESTER

3 SALEM STREET SUITE 332
WORCESTER,MA01608 		NOT RELATED   EXEMPT PURPOSE 3,000

LYNN SHELTER ASSOCIATION INC

181 UNION STREET LL102
LYNN,MA01901 		NOT RELATED   EXEMPT PURPOSE 10,000

LYSOA INC

312 UNION STREET
LYNN,MA01901 		NOT RELATED   EXEMPT PURPOSE 3,000

MAB COMMUNITY SERVICES INC

29 DENBY ROAD
BOSTON,MA02134 		NOT RELATED   EXEMPT PURPOSE 5,000

MARILYN RODMAN THEATER FOR KIDS INC

10 LINCOLN ROAD
FOXBORO,MA02035 		NOT RELATED   EXEMPT PURPOSE 2,500

MARSHFIELD FOOD PANTRY INC

1837 OCEAN STREET
MARSHFIELD,MA02050 		NOT RELATED   EXEMPT PURPOSE 1,000

MARTHA'S VINEYARD CENTER FOR EDUCATION & TRAINING (DBA ACE MV)

455 STATE ROAD
TISBURY,MA02568 		NOT RELATED   EXEMPT PURPOSE 5,000

MARTHA'S VINEYARD CHAMBER MUSIC SOCIETY

24 FLINT HILL
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 2,500

MARTHA'S VINEYARD COMMUNITY SERVICES INC

111 EDGARTOWN ROAD
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 11,000

MARTHA'S VINEYARD MEDIATION PROGRAM

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

MASS INSIGHT EDUCATION AND RESEARCH INSTITUTE INC

6 LIBERTY SQUARE SUITE 6050
BOSTON,MA02109 		NOT RELATED   EXEMPT PURPOSE 10,000

MASSACHUSETTS ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATION

44 SCHOOL STREET SUITE 800
BOSTON,MA02108 		NOT RELATED   EXEMPT PURPOSE 17,500

MASSACHUSETTS COALITION FOR THE HOMELESS

73 BUFFUM STREET
LYNN,MA01902 		NOT RELATED   EXEMPT PURPOSE 5,000

MASSACHUSETTS WONDERFUND INC

77 ROWE UNIT 33
NEWTON,MA02466 		NOT RELATED   EXEMPT PURPOSE 25,000

MASSEQUALITY EDUCATION FUND ORG INC

100 GROVE STREET SUITE 313
WORCESTER,MA01605 		NOT RELATED   EXEMPT PURPOSE 2,500

MCAULEY CORPORATION

622 ELMWOOD AVENUE PO BOX 73195
PROVIDENCE,RI02907 		NOT RELATED   EXEMPT PURPOSE 2,500

MERCY MEALS AND MORE INC

634 PURCHASE STREET
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 2,500

MERRIMACK VALLEY FOOD BANK INC

1703 MIDDLESEX STREET
LOWELL,MA01851 		NOT RELATED   EXEMPT PURPOSE 22,500

MERRIMACK VALLEY HOUSING PARTNERSHIP

664 MERRIMACK STREET
LOWELL,MA01854 		NOT RELATED   EXEMPT PURPOSE 7,500

METRO HOUSING BOSTON

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

METROWEST COLLABORATIVE DEVELOPMENT

79-B CHAPEL ST
NEWTON,MA02458 		NOT RELATED   EXEMPT PURPOSE 5,000

METROWEST YOUNG MEN'S CHRISTIAN ASSOCIATION INC

280 OLD CONNECTICUT PATH
FRAMINGHAM,MA01701 		NOT RELATED   EXEMPT PURPOSE 2,500

MINUTEMAN SENIOR SERVICES INC

BURLINGTON WOODS DRIVE
BURLINGTON,MA01803 		NOT RELATED   EXEMPT PURPOSE 2,500

MISSION OF DEEDS INC

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

MORE THAN WORDS

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

MORGAN MEMORIAL GOODWILL INDUSTRIES

1010 HARRISON AVENUE
BOSTON,MA02119 		NOT RELATED   EXEMPT PURPOSE 10,000

MY BROTHER'S TABLE

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

MYSTIC VALLEY ELDER SERVICES INC

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

NANTUCKET INTERFAITH COUNCIL DBA NANTUCKET FOOD FUEL RENTAL ASSISTANCE

2 MADAKET ROAD
NANTUCKET,MA02554 		NOT RELATED   EXEMPT PURPOSE 2,000

NANTUCKET SAFE HARBOR FOR ANIMALS

11 CROOKED LANE
NANTUCKET,MA02554 		NOT RELATED   EXEMPT PURPOSE 25,000

NASHUA SOUP KITCHEN

PO BOX 3116
NASHUA,NH03061 		NOT RELATED   EXEMPT PURPOSE 1,500

NATIVITY PREPARATORY SCHOOL NEW BEDFORD

66 SPRING STREET
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 5,000

NATIVITY SCHOOL OF WORCESTER

67 LINCOLN STREET
WORCESTER,MA01605 		NOT RELATED   EXEMPT PURPOSE 10,000

NECTAR COMMUNITY INVESTMENTS

50 ISLAND STREET SUITE 103
LAWRENCE,MA01840 		NOT RELATED   EXEMPT PURPOSE 20,000

NEEDHAM COMMUNITY FARM INC

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

NEIGHBORHOOD OF AFFORDABLE HOUSING INC (NOAH)

143 BORDER STREET
BOSTON,MA02128 		NOT RELATED   EXEMPT PURPOSE 20,000

NEIGHBORS IN NEED INC

PO BOX 447
LAWRENCE,MA01842 		NOT RELATED   EXEMPT PURPOSE 1,500

NEIGHBORWORKS HOUSING SOLUTIONS

422 WASHINGTON STREET
QUINCY,MA02169 		NOT RELATED   EXEMPT PURPOSE 35,000

NEW AMERICAN ASSOCIATION OF MASSACHUSETTS INC

330 LYNNWAY SUITE 302
LYNN,MA01901 		NOT RELATED   EXEMPT PURPOSE 5,000

NEW BEDFORD COMMUNITY HEALTH

874 PURCHASE STREET
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 37,500

NEW URBAN ARTS

705 WESTMINSTER STREET
PROVIDENCE,RI02903 		NOT RELATED   EXEMPT PURPOSE 2,500

NEWTON FOOD PANTRY INC

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

NHA PROPERTIES INC

75 OLD SOUTH ROAD
NANTUCKET,MA02554 		NOT RELATED   EXEMPT PURPOSE 30,000

NORTH SHORE ALLIANCE OF GAY AND LESBIAN YOUTH INC (NAGLY)

2 EAST INDIA SQUARE
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 2,500

NORTH SHORE COMMUNITY DEVELOPMENT COALITION

96 LAFAYETTE STREET 2ND FLOOR
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 10,000

NORWELL VISITING NURSE ASSOC INC

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

NOTRE DAME EDUCATION CENTER LAWRENCE OF STOUGHTON INC

354 MERRIMACK STREET SUITE 210
LAWRENCE,MA01843 		NOT RELATED   EXEMPT PURPOSE 2,500

OLD COLONY HABITAT FOR HUMANITY

108 NORTH MAIN STREET
RAYNHAM,MA02676 		NOT RELATED   EXEMPT PURPOSE 5,000

OLD COLONY HISTORICAL

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

OLD COLONY YOUNG MENS CHRISTIAN ASSOCIATION INC

320 MAIN STREET
BROCKTON,MA02301 		NOT RELATED   EXEMPT PURPOSE 10,000

ONE BEAD PROJECT

79 GAINSBOROUGH STREET
BOSTON,MA02115 		NOT RELATED   EXEMPT PURPOSE 2,000

ONE CAN HELP INC

32 NEHOIDEN ROAD
NEWTON,MA02468 		NOT RELATED   EXEMPT PURPOSE 5,000

OUR DAILY BREAD FOOD AND RESOURCE CENTER

111 HIGH STREET PO BOX 149
TAUNTON,MA027803901 		NOT RELATED   EXEMPT PURPOSE 2,500

PAN-MASS CHALLENGE

77 4TH AVENUE
NEEDHAM,MA02445 		NOT RELATED   EXEMPT PURPOSE 45,000

PERFORMING ARTS SCHOOL OF WORCESTER INC (DBA WORCESTER YOUTH ORCHESTRAS)

325 MAIN STREET
WORCESTER,MA01608 		NOT RELATED   EXEMPT PURPOSE 1,500

PIERS PARK SAILING INC

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

PINE STREET INN

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

PRACTICE BEST PRACTICE (FORMERLY A PROGRAM OF NBECD)

137 UNION STREET
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 1,500

PRESENTATION SCHOOL FOUNDATION INC

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

PROJECT CITIZENSHIP

11 BEACON STREET SUITE 1210
BOSTON,MA02108 		NOT RELATED   EXEMPT PURPOSE 5,000

PROJECT JUST BECAUSE INC

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

PROJECT SMILE INC

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

PROVIDENCE PUBLIC LIBRARY

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

QUINCY COMMUNITY ACTION PROGRAMS INC

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

REACH BEYOND DOMESTIC VIOLENCE

PO BOX 540024
WALTHAM,MA02454 		NOT RELATED   EXEMPT PURPOSE 10,000

REGIONAL ENVIRONMENTAL COUNCIL INC

42 LAGRANGE STREET
WORCESTER,MA016106404 		NOT RELATED   EXEMPT PURPOSE 1,500

RESPOND INC

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

RHODE ISLAND COMMUNITY FOOD BANK ASSOCIATION

200 NIANTIC AVENUE
PROVIDENCE,RI02907 		NOT RELATED   EXEMPT PURPOSE 3,500

RHODE ISLAND PHILHARMONIC ORCHESTRA & MUSIC SCHOOL

667 WATERMAN AVENUE
EAST PROVIDENCE,RI02914 		NOT RELATED   EXEMPT PURPOSE 2,000

RHODE ISLAND SCHOOL OF DESIGN

20 WASHINGTON PLACE
PROVIDENCE,RI02903 		NOT RELATED   EXEMPT PURPOSE 5,000

RIA INC

330 COCHITUATE ROAD 1784
FRAMINGHAM,MA01701 		NOT RELATED   EXEMPT PURPOSE 2,500

ROCKLAND EMERGENCY FOOD PANTRY

12 CHURCH STREET
ROCKLAND,MA02370 		NOT RELATED   EXEMPT PURPOSE 1,000

ROGERSON COMMUNITIES

1 FLORENCE STREET
BOSTON,MA02131 		NOT RELATED   EXEMPT PURPOSE 5,000

ROOT NS INC

35 CONGRESS STREET
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 10,000

SAFE COALITION INC

31 HAYWARD STREET
FRANKLIN,MA02038 		NOT RELATED   EXEMPT PURPOSE 2,500

SAIL MARTHA'S VINEYARD INC

151 BEACH RD UNIT 2C PO BOX 1998
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 2,500

SAINT FRANCIS HOUSE

39 BOYLSTON STREET
BOSTON,MA02116 		NOT RELATED   EXEMPT PURPOSE 25,000

SAMARITANS

41 WEST ST 4TH FLOOR
BOSTON,MA02111 		NOT RELATED   EXEMPT PURPOSE 2,500

SANTAS PORCH

90 DUTCHER STREET
HOPEDALE,MA01747 		NOT RELATED   EXEMPT PURPOSE 1,500

SAVE THE HARBORSAVE THE BAY INC

212 NORTHERN AVENUE STE 304W
BOSTON,MA02210 		NOT RELATED   EXEMPT PURPOSE 5,000

SCHOOL ON WHEELS OF MASSACHUSETTS INC

100 LAUREL STREET SUITE 121
EAST BRIDGEWATER,MA02333 		NOT RELATED   EXEMPT PURPOSE 10,000

SCIENCE FROM SCIENTISTS

16 TOWER OFFICE PARK
WOBURN,MA01801 		NOT RELATED   EXEMPT PURPOSE 2,500

SCITUATE CORSE FOUNDATION

PO BOX 512
SCITUATE,MA02060 		NOT RELATED   EXEMPT PURPOSE 1,000

SECOND CHANCES INC

337 SOMERVILLE AVE SUITE 213 PO BOX
441328
SOMERVILLE,MA02143 		NOT RELATED   EXEMPT PURPOSE 2,500

SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC

8 LAKEVILLE ROAD
BOSTON,MA02130 		NOT RELATED   EXEMPT PURPOSE 5,000

SHEPHERD'S PANTRY INC

1 CHURCH RD
WINDHAM,NH03807 		NOT RELATED   EXEMPT PURPOSE 1,000

SHREWSBURY YOUTH AND FAMILY SERVICES INC

222 MAPLE AVE
SHREWSBURY,MA015452732 		NOT RELATED   EXEMPT PURPOSE 5,000

SMASHMOUTH WRESTLING CLUB INC

20 PARTRIDGE CIRCLE
BROCKTON,MA02301 		NOT RELATED   EXEMPT PURPOSE 5,000

SOCCER UNITY PROJECT SOCIETY

128 UNION PARK STREET
BOSTON,MA02118 		NOT RELATED   EXEMPT PURPOSE 2,500

SOMERVILLE CAN (FBO SCM COMMUNITY TRANSPORTATION)

167 HOLLAND STREET
SOMERVILLE,MA02144 		NOT RELATED   EXEMPT PURPOSE 1,000

SOMERVILLE COMMUNITY CORPORATION

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

SOMERVILLE YMCA

101 HIGHLAND AVENUE
SOMERVILLE,MA02143 		NOT RELATED   EXEMPT PURPOSE 5,000

SOUTH MIDDLESEX OPPORTUNITY COUNCIL INC

7 BISHOP STREET
FRAMINGHAM,MA01702 		NOT RELATED   EXEMPT PURPOSE 10,000

SOUTH SHORE CHILDREN'S CHORUS

444 WASHINGTON CHORUS
QUINCY,MA02169 		NOT RELATED   EXEMPT PURPOSE 1,000

SOUTH SHORE COMMUNITY ACTION COUNCIL INC

71 OBERY ST
PLYMOUTH,MA02360 		NOT RELATED   EXEMPT PURPOSE 12,500

SOUTH SHORE CONSERVATORY

1 CONSERVATORY DRIVE
HINGHAM,MA02043 		NOT RELATED   EXEMPT PURPOSE 5,000

SOUTH SHORE HEALTH

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

SOUTH SHORE SUPPORT SERVICES

302 WEYMOUTH STREET
ROCKLAND,MA02370 		NOT RELATED   EXEMPT PURPOSE 3,500

SOUTH SHORE YMCA - GERMANTOWN BRANCH

75 MILL STREET
HANOVER,MA02339 		NOT RELATED   EXEMPT PURPOSE 2,500

SOUTHEASTERN MASSACHUSETTS VETERANS HOUSING PROGRAM INC

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

ST COLUMBKILLE SCHOOL INC

25 ARLINGTON STREET
BOSTON,MA02135 		NOT RELATED   EXEMPT PURPOSE 20,000

ST MARY'S CENTER FOR WOMEN AND CHILDREN

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

STEAM THE STREETS (FISCAL SPONSOR THE MARION INSTITUTE)

PMB 31 1213 PURCHASE STREET UNIT 2
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 2,500

STEPPINGSTONE INCORPORATED

111 DURFEE STREET
FALL RIVER,MA02720 		NOT RELATED   EXEMPT PURPOSE 2,500

STEPS TO SUCCESS INC

PO BOX 470421
BROOKLINE,MA02447 		NOT RELATED   EXEMPT PURPOSE 5,000

SUMMER STARS CAMP FOR THE PERFORMING ARTS

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

SUPPORTED ACCESS TO INDEPENDENT LIVING- SAIL HOME INC

809 COUNTRY WAY
SCITUATE,MA02066 		NOT RELATED   EXEMPT PURPOSE 2,500

SUPPORTIVE LIVING INC

9 OAKLAND STREET
LEXINGTON,MA02420 		NOT RELATED   EXEMPT PURPOSE 1,000

THE BARTON CENTER FOR DIABETES EDUCATION INC

30 ENNIS ROAD PO BOX 356
NORTH OXFORD,MA01537 		NOT RELATED   EXEMPT PURPOSE 5,000

THE BIKE CONNECTOR INC

47 LEE STREET
LOWELL,MA01852 		NOT RELATED   EXEMPT PURPOSE 500

THE CENTER FOR ARTS AT THE ARMORY

191 HIGHLAND AVENUE
SOMERVILLE,MA02143 		NOT RELATED   EXEMPT PURPOSE 5,000

THE CHELMSFORD CHILDREN'S CHORUS

1A NORTH ROAD
CHELMSFORD,MA01824 		NOT RELATED   EXEMPT PURPOSE 500

THE EPIPHANY SCHOOL INC

154 CENTRE STREET
BOSTON,MA02124 		NOT RELATED   EXEMPT PURPOSE 5,000

THE FISHING ACADEMY

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

THE GREATER BOSTON FOOD BANK INC

70 SOUTH BAY AVENUE
BOSTON,MA02118 		NOT RELATED   EXEMPT PURPOSE 5,000

THE HAVEN PROJECT INC

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

THE HOME FOR LITTLE WANDERERS

72-74 EAST DEDHAM STREET
BOSTON,MA02118 		NOT RELATED   EXEMPT PURPOSE 10,000

THE OPEN PANTRY OF GREATER LOWELL

13 HURD STREET
LOWELL,MA01852 		NOT RELATED   EXEMPT PURPOSE 2,500

THE PROVIDENCE VILLAGE OF RI DBA THE VILLAGE COMMON OF RI

245 WATERMAN STREET SUITE 406
PROVIDENCE,RI02906 		NOT RELATED   EXEMPT PURPOSE 2,500

THE SALEM PANTRY INC

220 HIGHLAND AVENUE
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 3,500

THE SALVATION ARMY PLYMOUTH CORPS

52 LONG POND ROAD
PLYMOUTH,MA02360 		NOT RELATED   EXEMPT PURPOSE 1,000

THE SANTA FOUNDATION

275 WASHINGTON STREET
FRANKLIN,MA02038 		NOT RELATED   EXEMPT PURPOSE 2,000

THE WARMING PLACE INC

14 WHITETAIL CIRCLE
NANTUCKET,MA02554 		NOT RELATED   EXEMPT PURPOSE 5,000

THE WILY NETWORK INC

189 WELLS AVENUE
NEWTON,MA02459 		NOT RELATED   EXEMPT PURPOSE 5,000

THOMAS CHEW MEMORIAL BOYS CLUB INC

803 BEDFORD STREET
FALL RIVER,MA02723 		NOT RELATED   EXEMPT PURPOSE 7,500

THRIVE SUPPORT & ADVOCACY

65 BOSTON POST ROAD WEST SUITE 220
MARLBOROUGH,MA01752 		NOT RELATED   EXEMPT PURPOSE 5,000

TWILIGHT THROWERS

PO BOX 723
MARSTONS MILLS,MA02648 		NOT RELATED   EXEMPT PURPOSE 20,000

UNDERSTANDING OUR DIFFERENCES INC

437B NEWTONVILLE AVE
NEWTONVILLE,MA02460 		NOT RELATED   EXEMPT PURPOSE 1,500

UNITED CHURCH OF CHRIST - STRATFORD ST UNITED CHURCH

77 STRATFORD STREET
WEST ROXBURY,MA02132 		NOT RELATED   EXEMPT PURPOSE 1,000

UNITED SOUTH END SETTLEMENTS

48 RUTLAND STREET
BOSTON,MA02118 		NOT RELATED   EXEMPT PURPOSE 7,500

UNITED WAY OF CENTRAL MASSACHUSETTS INC

18 CHESTNUT STREET SUITE 530
WORCESTER,MA01608 		NOT RELATED   EXEMPT PURPOSE 3,000

UNITED WAY OF GREATER FALL RIVER

30 BEDFORD STREET
FALL RIVER,MA02720 		NOT RELATED   EXEMPT PURPOSE 3,000

UNITED WAY OF GREATER NEW BEDFORD

128 UNION ST SUITE 105
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 3,500

UNITED WAY OF GREATER PLYMOUTH COUNTY INC

934 WEST CHESTNUT STREET
BROCKTON,MA02301 		NOT RELATED   EXEMPT PURPOSE 22,000

UNITED WAY OF MASSACHUSETTS BAY INC

9 CHANNEL CENTER STREET SUITE 500
BOSTON,MA02110 		NOT RELATED   EXEMPT PURPOSE 31,000

UNITED WAY OF TRI-COUNTY

46 PARK STREET
FRAMINGHAM,MA01702 		NOT RELATED   EXEMPT PURPOSE 3,400

UP EDUCATION NETWORK INC

218 ADAMS ST 220818
DORCHESTER,MA02122 		NOT RELATED   EXEMPT PURPOSE 5,000

URBAN EDGE HOUSING CORPORATION

1542 COLUMBUS AVENUE
BOSTON,MA02119 		NOT RELATED   EXEMPT PURPOSE 10,000

UTEC INC

35 WARREN STREET PO BOX 7066
LOWELL,MA01852 		NOT RELATED   EXEMPT PURPOSE 5,000

VALEDICTORIAN PROJECT INC

398 COLUMBUS PO BOX 7066
BOSTON,MA02116 		NOT RELATED   EXEMPT PURPOSE 5,000

VETERANS ASSOCIATION OF BRISTOL COUNTY

755 PINE STREET
FALL RIVER,MA02720 		NOT RELATED   EXEMPT PURPOSE 1,000

VHS INC

4 MILL AND MAIN PLACE SUITE 510
MAYNARD,MA01754 		NOT RELATED   EXEMPT PURPOSE 1,000

VICTORY PROGRAMS INC

404 SOUTH HUNTINGTON AVENUE
BOSTON,MA02130 		NOT RELATED   EXEMPT PURPOSE 5,000

VIETNAM VETERANS WORKSHOP INC

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

VISITING DENTAL HYGIENE

4 KEITH WAY STE 3
HINGHAM,MA02043 		NOT RELATED   EXEMPT PURPOSE 1,500

WALTHAM BOYS AND GIRLS CLUB INC

20 EXCHANGE STREET
WALTHAM,MA02451 		NOT RELATED   EXEMPT PURPOSE 15,000

WATERFRONT HISTORIC AREA LEAGUE OF NEW BEDFORD INC

15 JOHNNY CAKE HILL
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 15,000

WATUPPA ROWING CENTER INC

994 JEFFERSON STREET EXTENSION
FALL RIVER,MA02721 		NOT RELATED   EXEMPT PURPOSE 5,000

WELLSPRING INC

875 MAIN STREET
WEYMOUTH,MA02190 		NOT RELATED   EXEMPT PURPOSE 5,000

WEST END HOUSE BOYS & GIRLS CLUB

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

WEST END HOUSE CAMP INC

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

WEST END HOUSE GIRLS CAMP INC

105 ALLSTON ST PO BOX 10633
ALLSTON,MA02134 		NOT RELATED   EXEMPT PURPOSE 8,000

WEST ROXBURY FRIENDS OF ROSIES PLACE

9 GARTH ROAD
BOSTON,MA02132 		NOT RELATED   EXEMPT PURPOSE 1,000

WEST SUBURBAN YOUNG MEN'S CHRISTIAN ASSOCIATION

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

WILDFLOWER INC

271 LINCOLN STREET SUITE 12
LEXINGTON,MA02421 		NOT RELATED   EXEMPT PURPOSE 2,500

WOMEN'S LUNCH PLACE

67 NEWBURY ST PO BOX 170900
BOSTON,MA02116 		NOT RELATED   EXEMPT PURPOSE 2,500

WOMEN'S MONEY MATTERS

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

WORCESTER CHAMBER MUSIC SOCIETY INC

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

WORCESTER CHILDREN'S CHORUS INC

1 GORHAM STREET
WORCESTER,MA01605 		NOT RELATED   EXEMPT PURPOSE 2,500

WORCESTER COMMON GROUND INC

5 PIEDMONT STREET
WORCESTER,MA01610 		NOT RELATED   EXEMPT PURPOSE 10,000

WORCESTER COUNTY FOOD BANK INC

474 BOSTON TURNPIKE
SHREWSBURY,MA01545 		NOT RELATED   EXEMPT PURPOSE 2,500

WORCESTER REGIONAL STRATEGIC OPPORTUNITIES FUND

311 MAIN STREET SUITE 200
WORCESTER,MA01608 		NOT RELATED   EXEMPT PURPOSE 33,333

YMCA CAPE COD

100 INDEPENDENCE DRIVE UNIT 2
HYANNIS,MA02601 		NOT RELATED   EXEMPT PURPOSE 5,000

YMCA OF GREATER BOSTON

316 HUNTINGTON AVE
BOSTON,MA02155 		NOT RELATED   EXEMPT PURPOSE 40,000

YMCA OF MARTHA'S VINEYARD

111R EDGARTOWN VINEYARD HAVEN RD
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 20,000

YOUNG MAN WITH A PLAN INC

1178 RIVER STREET
HYDE PARK,MA02136 		NOT RELATED   EXEMPT PURPOSE 5,000

YOUNG MEN'S CHRISTIAN ASSOCIATION OF ATTLEBORO

63 NORTH MAIN STREET
ATTLEBORO,MA02703 		NOT RELATED   EXEMPT PURPOSE 2,500

YOUNG MEN'S CHRISTIAN ASSOCIATION OF METRO NORTH INC

10 CENTENNIAL DRIVE
PEABODY,MA01960 		NOT RELATED   EXEMPT PURPOSE 15,000

YOUNG MENS CHRISTIAN ASSOCIATION SOUTHCOAST - NEW BEDFORD

25 SOUTH WATER STREET
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 20,000

YOUNG MENS CHRISTIAN ASSOCIATION SOUTHCOAST - WAREHAM

33 CHARGE POND ROAD
WAREHAM,MA02571 		NOT RELATED   EXEMPT PURPOSE 2,000

YOUTH ENRICHMENT SERVICES INC (YES)

412 MASSACHUSETTS AVENUE
BOSTON,MA02118 		NOT RELATED   EXEMPT PURPOSE 5,000

YOUTH OPPORTUNITIES UNLIMITED

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

YWCA BOSTON

140 CLARENDON STREET
BOSTON,MA02116 		NOT RELATED   EXEMPT PURPOSE 5,000

YWCA CENTRAL MASSACHUSETTS INC

1 SALEM SQUARE
WORCESTER,MA016082015 		NOT RELATED   EXEMPT PURPOSE 10,000

YWCA OF SOUTHEASTERN MASSACHUSETTS INC

20 SOUTH 6TH STREET
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 5,000

ZUMIX INC

260 SUMNER STREET
EAST BOSTON,MA02128 		NOT RELATED   EXEMPT PURPOSE 5,000

SCHOLARSHOP AMERICA

7900 INTERNATIONAL DRIVE
BLOOMINGTON,MN55425 		NOT RELATED   EXEMPT PURPOSE 35,500
Total ................................. 3a 2,333,833
bApproved for future payment

BROCKTON HOSPITAL INC
680 CENTRE ST
BROCKTON,MA02302 		NOT RELATED   EXEMPT PURPOSE 60,000

FAMILYAID BOSTON INC
3815 WASHINGTON ST
JAMAICA PLAIN,MA02130 		NOT RELATED   EXEMPT PURPOSE 60,000

FRIENDSHIP HOME INC
458 MAIN STREET
NORWELL,MA02061 		NOT RELATED   EXEMPT PURPOSE 20,000

ISLAND HOUSING TRUST
495 STATE ROAD UNIT
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 25,000

NANTUCKET SAFE HARBOR FOR ANIMALS
11 CROOKED LANE
NANTUCKET,MA02554 		NOT RELATED   EXEMPT PURPOSE 25,000

NATIVITY SCHOOL WORCESTER
67 LINCOLN STREET
WORCESTER,MA01605 		NOT RELATED   EXEMPT PURPOSE 30,000

NEW BEDFORD COMMUNITY HEALTH CENTER
874 PURCHASE STREET
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 112,500

NORWELL VISITING NURSE ASSOC
120 LONGWATER
NORWELL,MA02061 		NOT RELATED   EXEMPT PURPOSE 20,000

ROOT NS INC
35 CONGRESS STREET
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 20,000

SCHOOL ON WHEELS OF MA
100 LAUREL STREET
EAST BRIDGEWATER,MA02333 		NOT RELATED   EXEMPT PURPOSE 10,000

SOMERVILLE COMMUNITY CORPORATION
337 SOMERVILLE
SOMERVILLE,MA02143 		NOT RELATED   EXEMPT PURPOSE 20,000

YMCA OF MARTHA'S VINEYARD
111R EDGARTOWN
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 80,000

YMCA OF GREATER BOSTON
316 HUNTINGTON AVE
BOSTON,MA02155 		NOT RELATED   EXEMPT PURPOSE 30,000

YMCA SOUTHCOAST
128 UNION STREET
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 80,000
Total ................................. 3b 592,500
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 1,525,291  
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 2,436,071  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCITC TAX REFUND 		        147,500
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,961,362 147,500
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,108,862
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11A COMMUNITY INVESTMENT TAX CREDIT
Form 990-PF (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
ROCKLAND TRUST CHARITABLE FOUNDATION
INC
Employer identification number

20-2668833
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
ROCKLAND TRUST CHARITABLE FOUNDATION
INC 		Employer identification number
20-2668833
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
VERIZON CELL ON WHEELS
 
430 WEST BROADWAY
 
SOUTH BOSTON, MA02127

$ 7,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
ROCKLAND TRUST CHARITABLE FOUNDATION
INC 		Employer identification number

20-2668833
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
ROCKLAND TRUST CHARITABLE FOUNDATION
INC 		Employer identification number

20-2668833
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
ROCKLAND TRUST CHARITABLE FOUNDATION
 
INC
EIN:
20-2668833
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 10,310 0   10,310

TY 2025 InvestmentsCorpBondsSchedule
Name:
ROCKLAND TRUST CHARITABLE FOUNDATION
 
INC
EIN:
20-2668833
Name of Bond End of Year Book Value End of Year Fair Market Value
INVESTMENTS - CORPORATE BONDS 18,118,564 18,118,564

TY 2025 InvestmentsCorpStockSchedule
Name:
ROCKLAND TRUST CHARITABLE FOUNDATION
 
INC
EIN:
20-2668833
Name of Stock End of Year Book Value End of Year Fair Market Value
INVESTMENTS - CORPORATE STOCK 19,159,626 19,159,626
INTERNATIONAL EQUITY 4,116,013 4,116,013

TY 2025 InvestmentsGovtObligationsSch
Name:
ROCKLAND TRUST CHARITABLE FOUNDATION
 
INC
EIN:
20-2668833
US Government Securities - End of Year Book Value:

10,880,617
US Government Securities - End of Year Fair Market Value:

10,880,617
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 OtherExpensesSchedule
Name:
ROCKLAND TRUST CHARITABLE FOUNDATION
 
INC
EIN:
20-2668833
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BLACKBAUD 48,593 0   48,593
BOSTON COLLEGE/CCC MEMBERSHIP 14,500 0   14,500
CANDID 2,199 0   2,199
MA FILING FEE 519 0   519
PHILANTHROPY 7,620 0   7,620
YOUR CAUSE PROCESSING FEE 376 0   376
MISCELLANEOUS EXPENSE 101 0   101


TY 2025 OtherIncomeSchedule2
Name:
ROCKLAND TRUST CHARITABLE FOUNDATION
 
INC
EIN:
20-2668833
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
COST BASIS ADJUSTMENT   38  
CITC TAX REFUND 147,500   147,500


TY 2025 OtherIncreasesSchedule
Name:
ROCKLAND TRUST CHARITABLE FOUNDATION
 
INC
EIN:
20-2668833
Description Amount
CHANGE IN UNREALIZED MARKET VALUE 1,188,109


TY 2025 OtherProfessionalFeesSchedule
Name:
ROCKLAND TRUST CHARITABLE FOUNDATION
 
INC
EIN:
20-2668833
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEE 209,262 213,073   0
ADMINISTRATIVE SERVICE FEE 390,000 0   390,000


TY 2025 TaxesSchedule
Name:
ROCKLAND TRUST CHARITABLE FOUNDATION
 
INC
EIN:
20-2668833
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 58,961 0   0
FOREIGN TAX 0 9,253   0